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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 Technology is trending as investors weigh an exceptionally strong earnings report and bullish future guidance against concerns over increased capital expenditures and broader market volatility. While the community remains divided between those calling for a long-term rally driven by AI-fueled memory demand and those bracing for a cyclical pullback, active discussions are focused on the stock's significant price target hikes and its role as a key infrastructure play in the AI sector.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending following a massive $1.25 billion partnership with Uber to deploy up to 50,000 autonomous R2 robotaxis, sparking intense debate among investors about the company's long-term software capabilities and production execution. While many community members view the deal as a major validation of Rivian's vertical integration and R2 platform, others remain skeptical about the ambitious 2028 timeline and potential for further dilution.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is trending as investors grapple with heightened volatility and a breakdown in its traditional safe-haven status amid the ongoing conflict in the Middle East and rising energy costs. The community is actively debating whether the recent price decline represents a structural reversal or a temporary liquidity-driven dip, with many traders scrutinizing the interplay between a strengthening U.S. dollar, stubborn inflation data, and the potential for prolonged geopolitical instability.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group Corp. is facing intense scrutiny and volatility as the stock hits fresh lows, fueled by a community split between supporters and critics debating the impact of the current administration's geopolitical policies and economic performance. Investors are actively discussing the stock's lack of fundamental value, high short interest, and the broader market implications of ongoing tensions in the Middle East.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

Zebec Network is trending as community members closely watch for news surrounding potential institutional-grade partnerships and an upcoming payroll product rollout outside the Solana ecosystem. While some investors are actively accumulating the token in anticipation of long-term utility and ecosystem expansion, others are voicing frustration over stagnant price action and previous market volatility.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is surging as escalating military conflict in the Middle East, specifically targeting Iranian and Qatari energy infrastructure, triggers fears of a prolonged global supply shock. Community sentiment is sharply divided between traders aggressively loading up on energy calls to hedge against recessionary risks and participants expressing frustration over perceived market manipulation and the geopolitical instability driving volatility.

Eva Live Inc

Eva Live Inc. Common Stock

EVA Live Inc. is driving intense retail conversation following a recent financial report highlighting significant revenue growth and strategic funding news, which has spurred extreme volatility and polarizing debate among traders regarding its long-term viability. The community remains sharply divided between those betting on technical momentum and others dismissing the stock as a speculative pump-and-dump candidate.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is currently trending as investors react to NOAA determining the companys deep-seabed mining application is in substantial compliance, a critical regulatory milestone that analysts suggest could accelerate the path to commercial production. The community is actively discussing the stock's potential as a strategic asset for U.S. critical mineral sovereignty, while managing tensions between long-term bullish sentiment and short-term volatility driven by heavy short interest and algorithmic trading.

Permian Resources Holdings, Inc. engages in the exploration and production of oil and natural gas. It also focuses on driving sustainable returns through the responsible acquisition, optimization, and development of crude oil. The company was founded on October 6, 2014 and is headquartered in Midland, TX.

Permian Resources Holdings Inc. - Ordinary Shares - Class A

Permian Resources Corp - Ordinary Shares - Class A

Permian Resources is currently trending as investors react to strong quarterly earnings that outperformed production and EPS expectations, overshadowing broader volatility in crude oil prices. The community remains focused on the company's aggressive acquisition strategy, disciplined balance sheet management, and potential for future dividend growth as it positions itself as a dominant Delaware Basin operator.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is seeing significant market momentum driven by the closure of key LNG infrastructure in the Middle East, which has highlighted the company's strategic advantage as a major U.S. exporter with substantial spot market capacity. While the community is actively debating the duration of global supply disruptions and potential infrastructure repairs, bullish investors are focused on recent project financing milestones and the potential for a long-term re-rating of the stock as it scales its operations.

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Should You Invest in the Vanguard Consumer Discretionary Index Fund ETF Shares (VCR)?

<ul class="summary-bullets"><li>Black said Tesla has not actively promoted benefits like easy charging, better performance, and lower maintenance.</li><li>He noted that Tesla’s Full Self-Driving technology is widely praised by fans but remains largely unknown outside online communities like X.</li><li>FSD requires drivers to stay attentive for now, but Tesla expects it to achieve full autonomy eventually.&nbsp;</li></ul>Gary Black, managing partner at Future Fund, said Monday that Tesla Inc. (TSLA) is not taking full advantage of high oil prices to show consumers why electric vehicles are a better option.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/garyblack00/status/2033472018943807861">post</a> on X platform, Black explained that as Brent crude trades above $100 per barrel and geopolitical tensions in the Middle East remain unresolved, the conditions should favor electric vehicle adoption.&nbsp;<h2 class="st-heading-2">Limited Consumer Awareness</h2>According to Black, many potential customers still lack a clear understanding of what electric vehicles offer beyond lower fuel costs. He noted that Tesla has not actively promoted benefits such as simplified charging routines, stronger vehicle performance, and reduced maintenance needs compared with internal combustion engines.&nbsp;<blockquote>“Unfortunately, there is no advertising from TSLA educating potential consumers on the benefits of EVs — ease of charging, superior performance, lower maintenance costs, benefits of FSD/autonomy, good for the environment, etc.”-Gary Black, Managing Partner, Future Fund</blockquote><a href="https://stocktwits.com/symbol/TSLA">Tesla stock</a> 0.9% inched higher in Monday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock changed to ‘neutral’ from ‘bullish’ territory the previous day. Message volume shifted to ‘normal’ from ‘high’ levels in 24 hours.&nbsp;Earlier this month, the United States and Israel launched attacks on Iran, mainly to halt Tehran’s nuclear activities. The fighting has since spread across the Middle East, interrupting oil shipments through the crucial Strait of Hormuz.&nbsp;At the time of writing, U.S. West Texas Intermediate (WTI) crude futures maturing in April traded 1% higher at nearly $98 a barrel, and Brent crude futures expiring in May increased 1% at $104 a barrel.&nbsp;<h2 class="st-heading-2">Focus On Full Self-Driving</h2>Black also pointed to Tesla’s advanced driver-assistance technology as an example of untapped messaging. Tesla enthusiasts frequently praise the company’s Full Self-Driving software, commonly referred to as FSD. However, he said the technology remains largely unknown outside dedicated online communities like X, discussing the brand.Tesla expects FSD to eventually allow cars to drive themselves from one place to another without human help. FSD still needs drivers to closely monitor the system, but Tesla believes it will eventually enable fully self-driving vehicles.TSLA stock has gained over 64% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bitcoin-near-74k-crypto-stocks-bitmine-mara-bitdeer-rally/cZ32MRpRIfX">Bitcoin’s Breakout Sparks Fresh Rally In Crypto Stocks: BMNR Leads Gains In Pre-Market</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Tesla electric car dealership stands on August 31, 2024 in Erfurt, Germany. 

Gary Black Says Tesla Is Missing Opportunity To Pitch EVs As Oil Surges Above $100

In a post on X, Gary Black said oil above $100 and ongoing Middle East tensions should boost electric vehicle demand.

Equity

In a post on X, Gary Black said oil above $100 and ongoing Middle East tensions should boost electric vehicle demand.


<ul class="summary-bullets"><li>AWS also plans to make leading open-source large language models and its Amazon Nova models available using Cerebras hardware later this year.&nbsp;</li><li>The deal comes amid Amazon’s reported mega 11-part bond sale worth $37 billion, aimed at funding its AI infrastructure buildout.&nbsp;</li><li>In its Q4 earnings results, Amazon announced $200 billion in capital expenditures in 2026, largely to expand AWS.</li></ul>Amazon.com Inc. (AMZN) announced on Friday that its cloud platform, Amazon Web Services (AWS), will partner with artificial intelligence startup Cerebras Systems to accelerate inference speed for generative AI applications and LLM workloads.The inference solution will run on Amazon Bedrock, AWS’s generative AI platform, across its data centers by combining AWS Trainium-powered servers, Cerebras CS-3 systems, and AWS’s Elastic Fabric Adapter high-speed networking.AWS also plans to make leading open-source large language models and its Amazon Nova models available using Cerebras hardware later this year. Financial terms of the deal were not disclosed.“Inference is where AI delivers real value to customers, but speed remains a critical bottleneck for demanding workloads like real-time coding assistance and interactive applications,” said David Brown, Vice President, Compute &amp; ML Services, AWS.<h2 class="st-heading-2">Amazon’s AI Push</h2>The deal comes amid Amazon’s reported mega 11-part bond sale worth $37 billion, aimed at funding its AI infrastructure buildout. Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-10/amazon-attracts-about-126-billion-of-orders-for-us-bond-sale">reported</a> that the company received about $126 billion of peak demand for its sale, among the largest ever demand for any corporate offering.The retailer also debuted in the euro bond market, raising €14.5 billion ($16.59 billion) in an eight-part sale.In its fourth-quarter <a href="https://stocktwits.com/news-articles/markets/equity/amazon-q4-2025-revenue-beats-estimates-on-strong-aws-results-announces-200b-capital-spending-in-2026/cZbZl9hR4n3">earnings</a> results, Amazon announced $200 billion in capital expenditures in 2026, up from roughly $130 billion in 2025, largely to support strong demand for cloud and AI infrastructure.CEO Andy Jassy noted that a bulk of the investment would be toward expanding AWS to meet high demand. Jassy told investors the company is “monetizing capacity as fast as we can install it” and expects strong long-term returns.AWS reported quarterly revenue of $35.58 billion, up 24%, marking its fastest growth in 13 quarters, which Jassy attributed to AWS’s broad end-to-end AI technology stack.<figure class="image"><img src="https://news.stocktwits-cdn.com/AWS_Quarterly_Revenue_jpg_c7402b4dcb.webp" alt="AWS_Quarterly_Revenue.jpg" width="1600" height="1134"></figure> Meanwhile, Cerebras Systems is planning to go public later this year.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AMZN">AMZN shares</a> was in the ‘extremely bearish’ territory in the past 24 hours amid ‘low’ message volumes.One bullish user lauded Amazon’s bond sales, adding that the borrowing would likely have an 800x return. The user said that the company’s expansion goals would take share prices past $300.<stembedurl>https://stocktwits.com/sam92/message/647266137</stembedurl>&nbsp;Another bullish user noted how important AWS is for AI startups.<stembedurl>https://stocktwits.com/JamesGomes937/message/647440516</stembedurl>Shares of AMZN have risen more than 7% in the past year.&nbsp;Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/micron-wedbush-sees-upside-q2-earnings-memory-demand/cZdD0BBRIOR">MU Stock Has Gained 46% This Year – But Wedbush Sees A Further 23% Upside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Amazon Web Services (AWS) logo is seen in this illustrtion photo taken in Warsaw, Poland on 21 November, 2023. (Photo by Jaap Arriens/NurPhoto via Getty Images)

Amazon Web Services Partners With Cerebras To Boost AI Inference Speed Amid Mega Bond Sale

The inference solution will run on Amazon Bedrock across its data centers by combining AWS Trainium-powered servers, Cerebras CS-3 systems, and AWS’s Elastic Fabric Adapter high-speed networking. 

US CPI Up 0.3% in February: Consumer Discretionary ETFs to Watch 

February CPI rose 0.3% as retail sales stayed strong, but surging oil prices raise new risks for consumer discretionary ETFs like XLY. 

<ul class="summary-bullets"><li>Grok would guide Digital Optimus as it processes recent computer activity.</li><li>Musk said the system is designed to work similarly to how the human brain processes information.</li><li>The AI system is primarily designed to run on Tesla’s AI4 hardware, which Musk said costs about $650.</li></ul>Elon Musk, chief executive officer of EV giant Tesla Inc. (TSLA)&nbsp;and xAI, announced on Wednesday that both companies have teamed up to develop a new AI initiative called Macrohard, also referred to as Digital Optimus.&nbsp;In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2031751255060885911">post</a> on the X platform, Musk said the project is part of Tesla’s investment agreement with xAI and aims to create a highly responsive, real-time AI system that can interpret and act on digital inputs almost instantly.<h2 class="st-heading-2">The System Relies On Grok</h2>At the heart of the project is Grok, an AI described as the director of Digital Optimus.&nbsp;<blockquote>“Grok is the master conductor/navigator with deep understanding of the world to direct digital Optimus, which is processing and actioning the past 5 secs of real-time computer screen video and keyboard/mouse actions.”-Elon Musk&nbsp;</blockquote>xAI’s conversational and reasoning model would guide Digital Optimus as it processes recent computer activity, including screen visuals and keyboard or mouse inputs, to make immediate decisions.&nbsp;<h2 class="st-heading-2">How The AI System Works</h2>Musk explained that the architecture mirrors the way the human mind processes information. Digital Optimus represents “System 1,” which performs rapid and instinctive actions, while Grok serves as “System 2,” handling deeper reasoning and strategic thinking. Working together, the two components enable the platform to monitor real-time computer activity and take appropriate action almost instantly.The AI platform is designed to run primarily on Tesla’s AI4 hardware, which Musk said costs roughly $650. He suggested the technology could eventually replicate complex operational workflows typically handled by human teams.&nbsp;On March 4, Musk said Tesla plans to be one of the companies leading the development of artificial general intelligence (AGI). Tesla plans to spend more than $20 billion in 2026, much higher than the $8.5 billion it spent in 2025. The increased investment will help boost production of the Cybercab, Tesla Semi, and the Optimus robot, with its Fremont factory preparing to manufacture Optimus units.TSLA stock has gained over 76% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ondas-uas-defense-tech-aerosystems-acquisition/cZdA6fLRIJp">Ondas Moves Deeper Into Defense Tech With BIRD Aerosystems Acquisition</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Elon Musk laughs during an in-conversation event with British Prime Minister Rishi Sunak (not pictured) at Lancaster House on November 2, 2023 in London, England. (Photo by Kirsty Wigglesworth - WPA Pool/Getty Images)

Elon Musk Says Tesla And xAI Are Building ‘Digital Optimus’ That Uses Grok For Real-Time Computer Actions

In a post on X, Musk said the project is part of Tesla’s deal with xAI and is designed to build a fast, real-time AI system capable of quickly understanding and responding to digital inputs.

<ul class="summary-bullets"><li>GRPN’s net income from continuing operations was $8.1 million in the fourth quarter 2025 compared with net loss from continuing operations of $50.1 million in the prior year period.&nbsp;</li><li>The company’s active customers were 16.2 million as of December 31, 2025.</li><li>International gross billings were $122.7 million in the fourth quarter 2025, down 1% year-over-year.&nbsp;</li></ul>Shares of Groupon fell 11% during extended hours of trading on Tuesday after it posted a fourth quarter revenue that fell short of Wall Street expectations.&nbsp;The company said its revenue was $132.7 million in the fourth quarter 2025, up 2% compared with the prior year period. It was below analyst expectations of $136.7 million, as per data from Fiscal.ai.&nbsp;Its net income from continuing operations was $8.1 million in the fourth quarter 2025 compared with net loss from continuing operations of $50.1 million in the prior year period.&nbsp;"Our 2025 results represent a landmark achievement in Groupon’s multi-year transformation, as we returned to growth in both billings and revenue for the first time in a decade," said Dusan Senkypl, CEO of Groupon.The company’s active Customers were 16.2 million as of December 31, 2025.<h2 class="st-heading-2">Segment Performance</h2>GRPN’s North America revenue was $98.7 million in the fourth quarter 2025, up 2% compared with the prior year period. Region’s gross billings were $323.8 million in the fourth quarter 2025, up 6% year-over-year.&nbsp;International revenue was $34.0 million in the fourth quarter 2025, up 1% compared with the prior year period. However, International gross billings were $122.7 million in the fourth quarter 2025, down 1% year-over-year. Excluding Giftcloud and Italy, International Local billings increased 16% in the quarter.&nbsp;International unit sales were 3.5 million in the fourth quarter 2025, up 21% sequentially and down 5% compared with the prior year period.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around GRPN trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;Shares in the company have fallen 43.4% year-to-date.&nbsp;

Groupon's International gross billings were $122.7 million in the fourth quarter 2025, down 1% year-over-year. 

Groupon Stock Fell 11% After Hours – Here’s Why

The company said its revenue was $132.7 million in the fourth quarter 2025, below analyst expectations of $136.7 million, as per data from Fiscal.ai. 

<ul class="summary-bullets"><li>Treadwell reportedly said in a note to employees that the meeting would focus on recent outage issues, in light of the severity of the incidents.&nbsp;</li><li>As per CNBC, the meeting will be held on Tuesday at 12:30 p.m. ET.</li><li>Treadwell’s comments and meeting plan follow an Amazon website outage last week that impacted thousands of users across the U.S.</li></ul>Amazon.com Inc. (AMZN) is reportedly planning to address recent outage issues, including a few that were related to artificial intelligence coding issues, at a retail technology meeting on Tuesday.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/10/amazon-plans-deep-dive-internal-meeting-address-ai-related-outages.html">report</a> from CNBC, Amazon’s senior vice president of eCommerce Foundation, Dave Treadwell, told employees that the company’s “This Week in Stores Tech,” or TWiST, meeting would involve a “deep dive” on some of the issues. As per the report that cited an Amazon spokesperson, TWiST is a weekly meeting at the company where leaders go over store performance and operations.As per CNBC, the meeting will be held on Tuesday at 12:30 p.m. ET.Treadwell reportedly said in a note to employees that the site’s availability and related infrastructure “has not been good recently,” and the meeting would focus on these issues, in light of the severity of the incidents.<h2 class="st-heading-2">Amazon Outages</h2>Treadwell’s comments and meeting plan follow an Amazon <a href="https://stocktwits.com/news-articles/markets/equity/is-amazon-down-in-the-us-right-now/cZdXd1ORI3H">website outage</a> last week when thousands of users across the U.S. ran into issues with checkout, mobile application functionality, and product pages.Amazon reportedly clarified it to be related to software code deployment issues, which the company said it had resolved following the outage.According to the report, Treadwell noted that Amazon had experienced four outage-related incidents in a week, adding that a “deep dive” on the issues was necessary to reinstate the company’s &nbsp;“strong availability posture.”Apart from the website, Amazon Web Services has also experienced multiple outages recently.<h2 class="st-heading-2">Data Centers</h2>Separately, some of Amazon’s data centers were damaged in the war among the U.S., Israel, and Iran, when <a href="https://stocktwits.com/news-articles/markets/equity/amazon-shuts-uae-data-center-after-strike-sparks-fire-amid-escalating-us-iran-war-retail-traders-see-nothing-good-to-expect/cZddtHpRIc0">drone strikes</a> hit facilities in the United Arab Emirates and Bahrain last week.This resulted in damaged infrastructure, including disrupted power delivery, and some fires that ultimately interrupted cloud services and impacted quick recovery.Meanwhile, shares of AMZN have declined about 5% in the past year. On Stocktwits, retail sentiment around AMZN shares was in the ‘bearish’ territory at the time of writing amid ‘low’ message volumes.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Amazon and Walmart logos are seen on in this illustration photo

 Amazon To Reportedly Tackle Outages Issue In Retail Tech Meeting

According to a report from CNBC, Amazon’s senior vice president of eCommerce Foundation, Dave Treadwell, plans to address recent outage issues at a retail technology meeting.

Amazon To Address Recent Outages In ‘Deep-Dive’ Tech Meeting: Report

<ul class="summary-bullets"><li>Tesla is working on new technologies essential to the creation of Artificial General Intelligence.</li><li>Musk had indicated last year that Tesla’s access to data and its strong computing resources may help make AGI possible as soon as 2026.</li><li>Tesla expects a capital expenditure of over $20 billion in 2026.</li></ul>Elon Musk, chief executive officer of EV giant Tesla Inc. (TSLA), said on Wednesday that his company intends to be among the pioneers creating artificial general intelligence (AGI).&nbsp;In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2029123591871308272">post</a> on the X platform, Musk also indicated that Tesla aims to achieve this breakthrough with machines capable of human-like actions and atomic rearrangement.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_04_044911_png_fef1cbe061.webp" alt="Screenshot 2026-03-04 044911.png" width="647" height="188"></figure><h2 class="st-heading-2">Bold Vision For AI</h2>Tesla is working on new technologies essential to creating Artificial General Intelligence (AGI), which refers to AI that can perform tasks like humans in many different cognitive tasks.&nbsp;According to a Business Insider&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/xai-all-hands-agi-superintelligence-funding-success-optimus-space">report</a>, in December, Musk had indicated that Tesla’s access to real-world driving data, its work in robotics, and its strong computing resources, together with efforts at his other company, xAI, may help make AGI possible as soon as 2026.Key players in the AGI ecosystem in the United States include OpenAI, Google’s DeepMind, Athropic and Meta Platforms.&nbsp;<a href="https://stocktwits.com/symbol/TSLA">Tesla stock</a> traded over 1% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock shifted to ‘bullish’ from ‘extremely bullish’ the previous day amid ‘normal’ message volume levels.<h2 class="st-heading-2">Pivot to Physical AI</h2>Tesla expects to spend over $20 billion in 2026, a sharp increase from the $8.5 billion capital expenditure in 2025. The higher spending will support increased production of the Cybercab, the Tesla Semi, and the Optimus robot, with its Fremont factory moving toward building Optimus units.&nbsp;“Optimus 3 really will be a general-purpose robot that can learn by observing human behavior, so you can, like, demonstrate a task or literally verbally describe a task or show it a task, even show it a video, and it will be able to do that task,” Musk said during the fourth-quarter earnings call.The company plans to launch the updated Optimus model in the first quarter this year and aims to start manufacturing it before the end of the year.TSLA stock has gained over 44% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/smci-stock-struggles-to-break-out-will-a-new-ai-data-center-deal-revive-bulls/cZd9hifRI5h">SMCI Stock Struggles To Break Out: Will A New AI Data Center Deal Revive Bulls?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Elon Musk speaks onstage during the "Exploring the New Frontiers of Innovation: Mark Read in Conversation with Elon Musk" session at the Lumiere Theatre.

Elon Musk Says Tesla Eyes Breakthrough In Robot-Capable Artificial Intelligence

In a post on the X platform, Musk indicated that Tesla aims to achieve artificial general intelligence with machines capable of human-like actions and atomic manipulation.

ETFs in Focus as Walmart Loses Its Largest Retailer Title to Amazon

VCR and peers offer diversified exposure as Amazon tops Walmart with $716.9B in 2025 revenues, powered by AWS and a $60B ad business.

<ul class="summary-bullets"><li>The company reported that fourth-quarter (Q4) gross merchandise sales (GMS) reached about $3.59 billion, rising 2.4% year-on-year (YoY).</li><li>Transactions through the Etsy mobile app expanded 6.6% YoY and accounted for nearly half of total sales.&nbsp;</li><li>The company added 6.8 million new buyers and reactivated 10.4 million during the quarter.</li></ul>Etsy Inc. (ETSY) closed out 2025 with modest revenue gains, even as the company reshaped its portfolio with the sale of Reverb and ramped up investments in advertising and AI-driven shopping tools.The Brooklyn-based e-commerce platform, which connects millions of buyers and independent sellers worldwide, reported that fourth-quarter (Q4) gross merchandise sales (GMS) reached about $3.59 billion, rising 2.4% year-on-year (YoY)<h2 class="st-heading-2">Quarterly Financial Performance</h2>Revenue for the quarter increased 6.6% YoY to $881.6 million, helped by stronger advertising activity on Etsy’s platform. The company posted an earnings per share (EPS) of $0.92. Depop, Etsy’s resale marketplace, delivered currency-neutral GMS growth exceeding 37%, driven by strong demand in the U.S.Both revenue and EPS came in below the analysts’ consensus estimates of $884 million and $1.36, respectively, according to Fiscal AI data.&nbsp;<a href="https://stocktwits.com/symbol/ETSY">Etsy stock</a> traded over 20% higher in Thursday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<h2 class="st-heading-2">Marketplace Trends and Outlook</h2>On the core Etsy marketplace, GMS edged 0.1% higher to $3.29 billion. Transactions through the Etsy mobile app expanded 6.6% YoY and accounted for nearly half of total sales.&nbsp;Active sellers stood at 5.6 million, 1.5% lower than a year ago, while active buyers totaled 86.5 million. The company added 6.8 million new buyers and reactivated 10.4 million during the quarter. Looking ahead, Etsy expects first-quarter 2026 GMS between $2.38 billion and $2.43 billion, with a take rate near 25.5%.On Wednesday, the company announced that it is selling its Depop marketplace to eBay for $1.2 billion. ETSY stock has declined by over 14% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-bitdeer-stock-tumble-pre-market-today/cZRjUlDR4wz">Why Did Bitdeer Stock Tumble 14% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Etsy Inc.

Why Did Etsy Stock Jump 20% Pre-Market Today? 

The firm’s revenue for the fourth quarter increased 6.6% YoY to $881.6 million, helped by stronger advertising activity on Etsy’s platform.

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