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Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing significant selling pressure as investors grapple with concerns over high capital expenditures in AI infrastructure and potential execution risks, fueling a volatile debate in the community about whether this represents a long-term value opportunity or a structural decline. While some traders are expressing extreme frustration over the stock's persistent underperformance relative to broader market indices, others are highlighting the company's strong cash flows and cloud leadership as reasons to view current price levels as an attractive entry point for the long term.

The Shrimp Army

SHRIMPS is gaining traction as part of a broader trend of aquatic-themed memecoins, with investors debating the potential for rapid gains versus the volatility typical of highly speculative pump-and-dump cycles. The community remains focused on momentum-driven price action and the ability to maintain current levels while comparing the token to other recent market participants in the sector.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech100 is seeing heightened trading volume and community interest driven by persistent speculation regarding an upcoming SpaceX IPO, which remains a primary holding for the fund. Investors are actively debating the valuation premium relative to its net asset value compared to other proxies, while sentiment remains bullish on the fund's concentrated exposure to high-growth unicorns like Anthropic and OpenAI.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron shares are under intense pressure as algorithmic traders react to a Google research announcement regarding an AI memory compression algorithm, while investors continue to weigh the impact of the company's large-scale debt repurchase plan. The community is deeply divided between those viewing the pullback as a buying opportunity given the firm's strong fundamentals and those fearing that recent headline-driven volatility signals a potential cyclical peak.

PRIME is the native token of the Echelon Prime Foundation, a Web3 ecosystem advancing the next generation of gaming. Echelon creates and distributes tools to encourage innovation in, and promote the growth of, novel gaming models and economies. The first game to adopt and utilize PRIME is Parallel, a sci-fi trading card game.

Echelon Prime

Echelon Prime is trending as community members highlight its role as the backbone of on-chain gaming economies, driving speculation about a potential rally fueled by the broader recovery in altcoins. Investors are actively debating accumulation strategies and technical breakouts while looking for signs that the token is poised for a significant move amid the expanding Web3 gaming sector.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is currently the center of intense debate as traders react to a significant business model shift involving the launch of an in-house AGI CPU, with the community split between bullish sentiment over long-term AI-driven revenue growth and skepticism regarding the stock's valuation. Investors are actively discussing the potential for market share gains in the data center space, while some bears caution against chasing the stock due to lofty expectations and broader semiconductor sector volatility.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors react to its recent earnings release and anticipate the upcoming conference call, with the community polarized between those betting on long-term growth from its aggressive acquisition strategy and those skeptical of continued dilution. Discussion is heavily focused on the company's multi-domain 'system-of-systems' defense technology, its strategic partnerships like the collaboration with Palantir, and whether current institutional interest will finally trigger a meaningful breakout.

Fundrise Growth Tech Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is trending as investors react to extreme price volatility and speculative momentum, fueled by the fund's heavy exposure to private AI and space exploration leaders like OpenAI, Anthropic, and SpaceX. The community is intensely debating whether the current premium to net asset value represents a historic opportunity or a classic bubble, with many actively rotating capital into similar vehicles like DXYZ and ORBS to gain comparable exposure at more favorable valuations.

Navan, Inc. engages in offering a cloud-based technology platform for travelers. Its products include business travel and expense management. The company was founded by Ariel Cohen and Ilan Twig in February 2015 and is headquartered in Palo Alto, CA.

Navan Inc. - Ordinary Shares - Class A

Navan shares are seeing significant volatility as investors digest a string of strong earnings results and upbeat fiscal outlooks, while the broader community debates whether the AI-integrated platform is a long-term disruptor or facing undue selling pressure. Much of the active discussion centers on the company's recent margin expansion and revenue growth versus persistent concerns regarding its IPO performance and general market sentiment toward SaaS-based travel tech.

Chewy, Inc. operates as an online retailer of pet food and other pet-related products and services. It supplies pet medications, food, treats and other pet-health products and services for dogs, cats, fish, birds, small pets, horses, and reptiles. It has a portfolio of pet healthcare offerings that includes Chewy Pharmacy, Connect with a Vet, and CarePlus, an exclusive suite of pet-first insurance and wellness plans. The company was founded by Ryan Cohen and Michael Day in September 2011 and is headquartered in Plantation, FL.

Chewy Inc - Ordinary Shares - Class A

Chewy Inc

Chewy is trending as the community debates its latest earnings report, which featured a top-line beat and strong Autoship momentum, contrasted by cautious outlook commentary. Investors remain divided on the stock's long-term valuation, with many discussing its potential to re-establish a growth narrative while others express frustration over its volatile price action.

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<ul class="summary-bullets"><li>DigitalOcean said that it intends to use the net proceeds from the offering to make investments in additional infrastructure capacity.</li><li>It also plans to further strengthen its balance sheet by paying down its existing Term Loan A, and use proceeds for general corporate purposes.</li><li>DigitalOcean is the Agentic Inference Cloud built for AI-native and Digital-native enterprises scaling production workloads.</li></ul>DigitalOcean (DOCN) shares plunged nearly 9% during extended hours of trading on Tuesday after it announced that it has commenced an underwritten public offering of $700 million of its shares.&nbsp;Additionally, DigitalOcean intends to grant the underwriters a 30-day option to purchase up to an additional $105 million of shares.The company in a statement said that the offering is subject to market and other conditions, and there can be no assurance as to whether or when the offering may be completed, or as to the actual size or terms of the offering.<h2 class="st-heading-2">Purpose To Use Proceeds</h2>DigitalOcean said that it intends to use the net proceeds from the offering to make investments in additional infrastructure capacity, beyond what it has previously communicated, to support customer demand for DigitalOcean’s cloud&nbsp;or AI platform.&nbsp;It also plans to further strengthen its balance sheet by paying down its existing Term Loan A, and use proceeds for general corporate purposes. DigitalOcean is in advanced discussions to secure this additional data center capacity to support its growth, it said.&nbsp;<h2 class="st-heading-2">What Is DigitalOcean</h2>DigitalOcean is the agentic inference cloud built for AI-native and digital-native enterprises scaling production workloads. The platform combines production-ready GPU infrastructure with a full-stack cloud to deliver operational simplicity and predictable economics at scale. The company has more than 640,000 customers.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around DOCN trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;Shares in the company have jumped 75% year-to-date.&nbsp;&nbsp;

Shares of DigitalOcean have jumped 75% year-to-date. 

Why Is DigitalOcean Plunging Today?

DigitalOcean intends to grant the underwriters a 30-day option to purchase up to an additional $105 million of shares.

Equity

DigitalOcean intends to grant the underwriters a 30-day option to purchase up to an additional $105 million of shares.


Should You Invest in the First Trust Cloud Computing ETF (SKYY)?

<ul class="summary-bullets"><li>Perplexity has begun running its AI inference workloads on CoreWeave’s Kubernetes Service as a part of the early rollout phase.</li><li>CoreWeave will roll out Perplexity’s Enterprise Max subscription plan across its organization.</li><li>CRWV shares have declined nearly 25% after reporting a mixed fourth-quarter print last week.</li></ul>CoreWeave (CRWV) shares gained over 6% in pre-market trading on Wednesday after the company announced a multi-year partnership with Perplexity to support its AI inference workloads and expand services across both companies.<a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> is on track for a first gain in six sessions.Perplexity will run its next-generation AI systems on CoreWeave’s cloud platform, using dedicated NVIDIA GB200 NVL72-powered clusters. As part of the deal, CoreWeave will deploy Perplexity’s Enterprise Max across its organization. Enterprise Max is Perplexity’s highest-tier subscription plan offering access to advanced AI models, research tools, and search capabilities.Perplexity has already begun running its AI inference workloads on CoreWeave’s Kubernetes Service as a part of the early rollout phase. It has also begun using CoreWeave’s Weights &amp; Biases (W&amp;B) models to train, fine-tune, and manage its AI systems from testing to full production.“This partnership reflects a wider mix of emerging AI leaders adopting the CoreWeave platform. Like many others, they choose us for our unified AI cloud platform — not just access to capacity — and that is building a more diversified CoreWeave business,” CEO Mike Intrator told Axios on Wednesday.<h2 class="st-heading-2">Michael Burry Slams CoreWeave</h2>In a Substack post last week, investor Michael Burry <a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-slips-premarket-michael-burry-dot-com-parallels-wall-street-sees-upside/cZd3RugRIcp">said</a> CoreWeave “exists as an off-balance sheet SPV [special purpose vehicle] designed to lose money,” arguing that AI hype pushed it into the public markets.He compared the company to Level 3 Communications during the dot-com bubble, warning that CoreWeave may face even greater challenges because its infrastructure depreciates more quickly.CRWV shares have been under selling pressure, declining nearly 25% after reporting a mixed fourth-quarter print, in which loss came in at $0.56 per share, wider than Wall Street’s estimate of a loss of $0.50. However, revenue jumped 110% to $1.57 billion, topping the $1.55 billion forecast.The company forecast fiscal 2026 revenue of $12 billion to $13 billion. For the first quarter, it expects sales of $1.9 billion to $2 billion, which is below Wall Street’s $2.29 billion estimate. It also announced plans to raise capital spending to $30 billion–$35 billion to expand its data center footprint.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits remained in the ‘extremely bullish’ territory over the past 24 hours, amid ‘extremely high’ message volumes.<img src="https://news.stocktwits-cdn.com/Coreweave_jpg_d9a1aee4a7.webp" alt="Coreweave.jpg">One user called the development “huge news” and expects the stock to surge to $100. It is currently trading at $78.<stembedurl>https://stocktwits.com/ITradeOnceADay/message/646535227</stembedurl>Another user readjusted their price target to $125 after the deal, from $115 earlier.<stembedurl>https://stocktwits.com/lucidabstract/message/646536820</stembedurl>Year-to-date, the stock has gained around 5%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-bw-stock-jump-in-pre-market-today/cZd9luhRI5V">Why Did BW Stock Jump 15% In Pre-Market Today?</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

CoreWeave logo is displayed on a mobile phone, with the company's branding visible in the background, in this photo illustration in Brussels, Belgium, on November 10, 2025. 

CoreWeave Inks Deal With Perplexity – CRWV Stock Gains 6% Pre-Market, On Track To Arrest Post Earnings Slump

The company announced a multi-year partnership with Perplexity, which will run its next-generation systems on CoreWeave’s cloud.

<ul class="summary-bullets"><li>Baird cited slower-than-expected growth in Atlas revenue, raising potential questions about the company’s momentum.</li><li>Barclays analyst Raimo Lenschow trimmed the price target to $370 from $440 while maintaining an ‘Overweight’ rating.</li><li>Wedbush noted that strong quarterly results were overshadowed by a cautious outlook.</li></ul>MongoDB Inc. (MDB) is facing scrutiny on Wall Street as multiple analysts adjusted their outlooks following the company's fourth-quarter earnings report.&nbsp;While the database software provider posted solid fourth-quarter (Q4) results, concerns over revenue growth and management shifts are weighing on investor sentiment.Baird downgraded MongoDB to ‘Neutral’ from ‘Outperform’, lowering its price target to $260 from $500, according to TheFly. MongoDB forecasts first-quarter (Q1) adjusted earnings per share (EPS) between $1.15 and $1.19 per share, which is lower than the analysts’ consensus estimate of $1.21 per share.&nbsp;&nbsp;<h2 class="st-heading-2">Baird And Barclays’ Analysis&nbsp;</h2>Baird cited slower-than-expected growth in Atlas revenue, raising potential questions about the company’s momentum, despite generally strong quarterly results. The firm highlighted limited AI-related revenue and recent leadership changes as additional factors that could create pressure on the stock.Barclays analyst Raimo Lenschow trimmed the price target to $370 from $440 while maintaining an ‘Overweight’ rating. The firm noted that while MongoDB had a string of strong quarters before, the Q4 results showed a slightly smaller Atlas revenue beat and guidance for fiscal 2027.&nbsp;<a href="https://stocktwits.com/symbol/MDB/news">MongoDB stock</a> tumbled nearly 28% on Tuesday, marking its biggest single-day decline on record. On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_03_105747_png_61ed9d60e0.webp" alt="MDB’s Sentiment Meter and Message Volume as of 10:30 a.m. ET on Mar. 3, 2026 | Source: Stocktwits" width="931" height="107"><figcaption>MDB’s Sentiment Meter and Message Volume as of 10:30 a.m. ET on Mar. 3, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Bernstein Calls Selloff An Overreaction</h2>Bernstein adjusted its price target down to $428 from $452 but kept an ‘Outperform’ rating. The firm emphasized that Q4 results were solid and the conservative FY27 guidance does not undermine its positive view on consumption growth.&nbsp;Bernstein sees the stock’s 25% drop as an overreaction, suggesting that investors may find a buying opportunity in the current selloff.Wedbush analyst Daniel Ives also cut the price target to $380 from $440 while maintaining an ‘Outperform’ stance. The firm noted that strong quarterly results were overshadowed by a cautious outlook. However, Wedbush remains optimistic about MongoDB’s ability to cash in Atlas to drive future growth.MDB stock traded over 1% lower over the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-increases-prices-of-its-new-mac-book-air-and-pro-models-everything-to-know-about-its-latest-lineup/cZdeK53RIPf">Apple Increases Prices Of Its New MacBook Air And Pro Models – Everything To Know About Its Latest Lineup</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a hand holds a smartphone displaying the logo of MongoDB Inc.

MDB Stock Sees Biggest Single-Day Decline On Record: Wall Street Cuts Price Targets On Slower Atlas Growth And Cautious Outlook 

Baird downgraded MongoDB to ‘Neutral’ from ‘Outperform’, lowering its price target to $260 from $500.

In this photo illustration, a Dell logo is seen displayed on a smartphone. 

DELL Stock Breaks 100-DMA For First Time In Over Two Months – Here’s Why Analysts Are Bullish

 Dell shares jumped more than 18% after a wave of positive analyst actions followed the company’s record-breaking quarterly earnings report.

<ul class="summary-bullets"><li>Lumen stated that it has been selected to expand Anthropic’s fiber network across North America.</li><li>The company will introduce a new revenue reporting framework from the first-quarter of fiscal 2026.</li><li>Lumen said it remains on track to reach 47 million fiber miles by the end of 2028.</li></ul>Shares of Lumen Technologies (LUMN) jumped more than 5% in pre-market trading on Wednesday after the company said it has been selected to expand Anthropic’s fiber network across North America and outlined plans to drive EBITDA margin growth through 2030.Lumen said the Anthropic partnership is part of its nearly $13 billion in total Private Connectivity Fabric (PCF) deals it has secured to date. Under the agreement, Anthropic has selected Lumen to develop a high-capacity network to power its AI research and operations.<h2 class="st-heading-2">Expanding EBITDA Margins By 2030</h2>The company outlined several multi-year financial goals. It aims to expand adjusted earnings before interest, tax, depreciation and amortization (EBITDA) margins from 27.1% in 2025 to the mid-30% range by 2030.Lumen also plans to boost free cash flow through higher margins, lower capital intensity, and revenue growth, and expects business segment revenue to return to growth in 2028. Additionally, the company will introduce a new revenue reporting framework. Starting in the first quarter of 2026, Lumen will report revenue by products and services to better reflect its enterprise-focused strategy, it stated.“Our objective is clear: accelerate investment in AI and our digital future, and where it drives the highest returns to deliver shareholder value,” said CFO Chris Stansbury.Lumen stated it remains on track to reach 47 million fiber miles by the end of 2028. The company plans to expand its network to about 58 million miles by 2031, backed by $2.5 billion in new PCF agreements.<h2 class="st-heading-2">Shares Fall Since Q4 Results</h2><a href="https://stocktwits.com/symbol/LUMN">LUMN stock</a> has been under some selling pressure, declining more than 16% since&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-lumn-stock-down-despite-q4-earnings-beating-wall-street-estimates/cZb0JUgR4mr">reporting</a> its fourth-quarter earnings earlier this month. Fourth-quarter (Q4) revenue fell to $3.04 billion from $3.3 billion, while diluted earnings per share, excluding special items, came in at $0.23, up from $0.09 a year earlier.For fiscal 2026, the company forecast adjusted core profit between $3.1 billion and $3.3 billion, below the $3.37 billion consensus estimate, and added that it remains on track to achieve $700 million in cost savings in 2026 and $1 billion in 2027.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits turned 'neutral' from ‘bearish’ over the past 24 hours.<img src="https://news.stocktwits-cdn.com/Lumen_jpg_042a317e5e.webp" alt="Lumen.jpg">Earlier, one user said that the stock has “never looked this good as it does today.”<stembedurl>https://stocktwits.com/KarlDieGlatze/message/645796949</stembedurl>LUMN shares have gained more than 65% over the past year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/evh-stock-record-low-keybanc-downgrade/cZRyT0uR46H">EVH Stock On Track To Open At Record Low – Here’s Why Keybanc Turned Cautious</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Lumen Technologies, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 25, 2024. 

LUMN Stock Climbs 5% Pre-Market – What’s The Anthropic Connection?

The company outlined several multi-year financial goals, including expansion of EBITDA margins to the mid-30% range by 2030.

<ul class="summary-bullets"><li>Morgan Stanley analyst Keith Weiss cited operational challenges in a constrained supply environment.</li><li>The firm said it would look for several improvements, including expanding active power capacity beyond 850 megawatts, and resolving past data center construction delays before turning constructive.</li><li>CoreWeave is scheduled to report fourth-quarter fiscal 2025 results on February 26.</li></ul>CoreWeave Inc. (CRWV) shares slid on Friday after Morgan Stanley’s initiation cast a cautious tone just days before the company’s quarterly earnings release.&nbsp;According to a Barron’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.barrons.com/articles/coreweave-stock-power-ai-earnings-0e3d5b5a">report</a>, the firm assigned the cloud infrastructure provider an “Equal Weight” rating and set a $99 price target, suggesting only modest upside from recent levels.<h2 class="st-heading-2">Execution In Focus</h2>Morgan Stanley analyst Keith Weiss cited operational challenges in a constrained supply environment as a primary reason for the tempered outlook. He pointed to difficulties in fulfilling customer demand and noted that some dissatisfied clients have pursued legal action.The firm acknowledged that CoreWeave has landed and broadened significant agreements with some of the most sophisticated generative AI customers in the market. However, the firm stressed that investor confidence hinges on tangible execution milestones.<a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> tumbled over 12% by Friday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_20_121818_png_01b2e4ba28.webp" alt="CRWV’s Sentiment Meter and Message Volume as of 12:15 p.m. ET on Feb. 20, 2026 | Source: Stocktwits" width="936" height="106"><figcaption>CRWV’s Sentiment Meter and Message Volume as of 12:15 p.m. ET on Feb. 20, 2026 | Source: Stocktwits</figcaption></figure>Morgan Stanley indicated it would look for several improvements before turning more constructive. Among them are expanding active power capacity beyond 850 megawatts, resolving past data center construction delays, converting development projects into realized capital spending, and diversifying its customer base.<h2 class="st-heading-2">Additional Pressure Points</h2>Compounding the negative sentiment, a Business Insider&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/blue-owl-financing-lancaster-data-center-coreweave-2026-2">report</a> said that Blue Owl Capital Inc. (OWL) was unable to secure financing for a proposed data center transaction involving CoreWeave, creating fresh uncertainty around expansion efforts.CoreWeave is scheduled to report fourth-quarter (Q4) fiscal 2025 results on February 26. Analysts expect revenue of approximately $1.53 billion, and an adjusted loss per share of $0.49, according to Fiscal AI data.&nbsp;CRWV stock has gained over 114% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/paramount-clears-key-us-antitrust-review-pursuit-of-warner-bros-discovery/cZRN93sR4xj">Paramount Clears Key US Antitrust Review In $77.9 Billion Pursuit Of Warner Bros. Discovery</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of AI cloud-computing startup CoreWeave is displayed on a smartphone screen on May 16, 2025 in Suqian, Jiangsu Province of China. 

CoreWeave Stock Tumbles 12% — Analyst Flags Execution Risks Ahead Of Earnings

According to a Barron’s report, Morgan Stanley assigned the cloud infrastructure provider an “Equal Weight” rating and set a $99 price target, suggesting only modest upside from recent levels.

<ul class="summary-bullets"><li>Based on the current spot silver rate, the total value would be around $7.6 million.&nbsp;&nbsp;</li><li>Silver is seen as a high-conviction, long-duration strategic asset, the Chairman said.</li><li>Last week, Hyperscale Data launched an at-the-market equity offering program to sell up to $35.4 million.</li></ul>Shares of Hyperscale Data, Inc. (GPUS) jumped 7% in pre-market trading on Wednesday, after the AI data center company announced plans to launch a strategic silver reserve program to boost its balance sheet.Hyperscale is targeting the acquisition of up to 100,000 ounces of silver over time as part of a broader treasury strategy, it said. Based on the current spot rate (XAG/USD), the total value would be around $7.6 million.&nbsp;&nbsp;<h2 class="st-heading-2">Gradual Accumulation Strategy</h2>Hyperscale Data expects to fund the purchases with capital on hand and other available liquidity sources. The company said it intends to buy silver gradually through a dollar-cost averaging approach, rather than making a single large purchase.&nbsp;&nbsp;Dollar-cost averaging involves investing a fixed amount at regular intervals, regardless of market conditions. Hyperscale follows a similar strategy in building its Bitcoin holdings. The company said it is confident it can secure suitable storage and security solutions for the reserve.“We view silver as a high-conviction, long-duration strategic asset. Alongside Bitcoin, we believe silver can help fortify our balance sheet over time while preserving optionality for future growth,” said Milton Ault III, Executive Chairman of Hyperscale Data.<h2 class="st-heading-2">$35 Million Fundraising To Buy Bitcoin And Precious Metals</h2>Last week, Hyperscale Data launched an at-the-market equity offering program that allows it to sell up to $35.4 million worth of its 13% Series D Cumulative Redeemable Perpetual Preferred stock from time to time. A majority of the net proceeds is expected to be allocated to acquiring Bitcoin and, potentially, precious metals such as gold, silver, and copper, with the remainder supporting working capital and general corporate needs.As of January 31, 2026, the company reported estimated total assets of about $323 million and net assets of roughly $125 million.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/GPUS">GPUS</a> on Stocktwits remained in the ‘bearish’ zone over the past 24 hours.<img src="https://news.stocktwits-cdn.com/GPUS_jpg_ea08a24d59.webp" alt="GPUS.jpg">One user noted that the high pre-market trading volume did not result in a higher stock price.<stembedurl>https://stocktwits.com/Herm_the_Germ/message/645204435</stembedurl>Another user expects a near-60 % jump in the share price from current levels.<stembedurl>https://stocktwits.com/ABnb15/message/645199536</stembedurl>Year-to-date, the stock is down nearly 9%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-przo-stock-surge-in-pre-market-today/cZR0qncR4v7">Why Did PRZO Stock Surge 15% In Pre-Market Today?</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Hyperscale Data logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

This Microcap AI Data Center Stock Saw A Pre-Market Boost – What’s The Silver Link?

Hyperscale said it is targeting the acquisition of up to 100,000 ounces of silver through a dollar-cost-averaging strategy.

Why Is GPUS Microcap AI Data Center Stock Buying Silver?

<ul class="summary-bullets"><li>The firm explained that usage tied to both large language models and next-generation AI agents could become a longer-term catalyst.&nbsp;</li><li>William Blair also noted that, beyond AI-specific demand, Fastly secured broader agreements with clients.</li><li>The company posted a fourth-quarter revenue of $172.6 million and adjusted earnings per share of $0.12, both above street estimates.&nbsp;</li></ul>Fastly Inc. (FSLY) received a vote of confidence from William Blair, which raised its rating on the cloud computing and edge platform company, citing increasing demand driven by emerging artificial intelligence applications.The firm upgraded the stock to ‘Outperform’ from ‘Market Perform’ without assigning a specific price target, according to TheFly.&nbsp;The company posted a fourth quarter (Q4) revenue of $172.6 million and adjusted earnings per share (EPS) of $0.12, both surpassing the analysts’ consensus estimates of $161.36 million and $0.06, respectively, according to Fiscal AI data.&nbsp;<a href="https://stocktwits.com/symbol/FSLY">Fastly stock</a> traded over 42% higher in Thursday’s premarket.&nbsp;<h2 class="st-heading-2">AI Demand Still In ‘Infancy,’ Says Analyst</h2>William Blair pointed to a standout quarterly performance fueled in part by expanding activity linked to agent-driven artificial intelligence tools, and added that the contribution from agentic AI “is still in its infancy”.The firm explained that usage tied to both large language models and next-generation AI agents could become a longer-term catalyst. William Blair also said that beyond AI-specific demand, Fastly secured more expansive agreements with clients committing to broader deployments that span content delivery, cybersecurity services, and computing capabilities.<h2 class="st-heading-2">Retail Traders Turn Extremely Bullish&nbsp;</h2>On Stocktwits, retail sentiment around Fastly jumped to ‘extremely bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_12_063027_png_be6959486a.webp" alt="FSLY’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Feb. 12, 2026 | Source: Stocktwits" width="924" height="99"><figcaption>FSLY’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Feb. 12, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a whopping 1,392% increase in retail messages over a 24-hour period.&nbsp;A bullish Stocktwits user said the stock is ‘undervalued’ and has the potential to grow big.&nbsp;<stembedurl>https://stocktwits.com/Juststartingout14/message/644764805</stembedurl>In 2026, the company expects revenue to be between $700 million and $720 million.FSLY stock has declined by over 7% in the last 13% months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/novo-looks-to-ireland-to-scale-production-of-wegovy-pill-report/cZRT0F6R4rc">Novo Looks To Ireland To Scale Production Of Wegovy Pill: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Employees work at Fastly's office in San Francisco on Friday, July 20, 2018. 

Fastly Surges 42% Pre-Market Today — Agentic AI Traffic 'Still In Infancy', Says William Blair

William Blair upgraded the stock to ‘Outperform’ from ‘Market Perform’ and pointed to a standout quarterly performance.

After A Brutal Year, Fastly Gets An AI Boost – And Retail Is All In 

William Blair upgraded the stock to ‘Outperform’ from ‘Market Perform’ and pointed to a standout quarterly performance.


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