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Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

Kendu is capturing significant community attention as a brand-driven project focusing on organic, community-led product initiatives and IRL events. Supporters emphasize the project's consistent building efforts, widespread merchandise, and the conviction of its members as key drivers for long-term growth across multiple chains.

Cingulate, Inc. operates as a clinical stage bio pharmaceutical company using a Precision Timed Release drug delivery platform technology to build a pipeline of next-generation pharmaceutical products. The firm initially focused on the treatment of Attention Deficit/Hyperactivity Disorder (ADHD). It identifies and evaluates additional therapeutic areas, PTR technology employed to develop future product candidates. Cingulate was founded by Shane J. Schaffer, Craig Steven Gilgallon, Raul R. Silva, Matthew N. Brams in May 2012 and is headquartered in Kansas City, KS.

Cingulate Inc

Cingulate Inc. is trending as investors aggressively accumulate shares in anticipation of critical upcoming catalysts, including imminent U.S. patent news and a final FDA approval decision scheduled for May 31, 2026. The community sentiment is highly optimistic, with many citing the company's proprietary Precision Timed Release technology as a potential game-changer in the massive ADHD market and debating the prospects of a strategic partnership or buyout.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain as well as the Onyx Goliath Blockchain. XCN is also used as an ERC-20 token for Staking and Governance.

Onyxcoin

Onyxcoin (XCN) is currently experiencing heightened community engagement and price volatility as traders closely monitor the upcoming Goliath mainnet launch. While some investors remain optimistic about the project's roadmap and potential for real-world asset tokenization, others are expressing skepticism and caution due to historical price trends and persistent concerns regarding transparency.

Memecoin on Cronos launched by the Cro Crow community

crow with knife

The crow with knife community is actively celebrating the project's two-year anniversary while highlighting its multi-chain presence and deflationary tokenomics. Investors remain vocal about upcoming developments and the strength of their organic, community-driven approach.

Clene, Inc. is a clinical-stage biopharmaceutical company, which focuses on the discovery, development, and commercialization of novel clean-surfaced nanotechnology therapeutics. It offers a nanotechnology drug platform for the development of a new class of orally administered neurotherapeutic drugs. The company was founded in 2013 and is headquartered in Salt Lake City, UT.

Clene Inc

Clene Inc. is trending as investors aggressively position themselves ahead of a pivotal regulatory milestone, with the community closely tracking the expected submission of an NDA for accelerated approval in ALS. Enthusiastic sentiment is fueled by anticipation of upcoming clinical biomarker data and the potential for a significant re-rating, though some investors remain cautious about the company's cash runway and the history of volatility surrounding speculative biotech catalysts.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is trending as investors debate the impact of broader market volatility and geopolitical tensions on the stock's recent price compression, with the community sharply divided between those calling for a bottom-fishing opportunity based on strong margins and those fearing further downside. Discussion is heavily focused on potential squeeze setups, option positioning, and the stock's tendency to detach from broader software market recoveries.

Volatility Shares Trust - 2x Long VIX Futures ETF

Volatility Shares 2x Long VIX Futures ETF

UVIX is trending as traders attempt to hedge against geopolitical instability in the Middle East, with community discussion intensely focused on whether current volatility levels accurately reflect potential supply chain disruptions and oil price shocks. Investors remain divided, debating whether this is a genuine hedge for a broader market correction or a 'widowmaker' trap subject to structural decay that favors short-term scalping over long-term holding.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is drawing significant investor interest as the company shifts from recent margin-related volatility to a narrative of robust backlog growth and expanding data center demand, buoyed by positive analyst upgrades and a record-high order intake. The community is actively debating the company's potential as a critical infrastructure play for AI-driven power needs, with many focusing on whether recent operational improvements will finally bridge the gap between their massive project pipeline and sustained profitability.

Uranium Energy Corp. engages in the provision of uranium and titanium mining and related activities, including exploration, pre-extraction, extraction, and processing of uranium concentrates, and titanium minerals. It operates through the following geographical segments: Wyoming, Texas, Saskatchewan, and Others. The company was founded by Alan P. Lindsay and Amir Adnani on May 16, 2003 and is headquartered in Corpus Christi, TX.

Uranium Energy Corp

Uranium Energy Corp is experiencing high volatility as investors balance excitement over nuclear energy's role in powering AI data centers with concerns regarding production costs and operational timelines. While the community remains divided between bullish long-term prospects fueled by U.S. domestic supply chain tailwinds and bearish sentiment regarding recent financial results and valuation, active discussions center on the stock's role as a proxy for the broader nuclear energy 'golden age' and potential short-term squeeze opportunities.

Intellia Therapeutics, Inc. is a clinical stage genome editing company, which engages in the development of curative therapeutics using the CRISPR/Cas9 system. Its CRISPR/Cas9 system transforms medicine by both producing therapeutics that permanently edit and/or correct disease-associated genes in the human body with a single treatment course, and creates engineered cells that can treat oncological and immunological diseases. The company was founded by Andrew May, Luciano Marraffini, Rodolphe Barrangou, Nessan Bermingham, Rachel Haurwitz, Erik Sontheimer, Jennifer Doudna, and Derrick Rossi in May 2014 and is headquartered in Cambridge, MA.

Intellia Therapeutics Inc

Intellia Therapeutics is currently trending as investors monitor ongoing discussions with the FDA regarding the clinical hold on its Phase 3 MAGNITUDE trials. The community is actively debating the stock's high short interest and the potential for a rapid recovery, with many focused on the upcoming clinical data readouts as a key catalyst.

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Eastman Kodak’s shares rallied nearly 12% in extended hours of trading on Thursday after it reported strong growth in its fourth-quarter revenue.&nbsp;Kodak reported consolidated revenues of $290 million in the fourth quarter of 2025, compared with $266 million in the year-ago period, an increase of $24 million or 9%. The rise in revenue was driven by strong performance in Advanced Materials &amp; Chemicals (AM&amp;C) and Print segments.&nbsp;“Kodak ended 2025 with a strong fourth quarter, which has created a foundation for growth in 2026,” said Jim Continenza, Kodak’s Executive Chairman and CEO. “We continue to execute the long-term plan we began in 2019, which focuses on de-levering the company while continuing to invest in our infrastructure and new product innovation”.&nbsp;Kodak ended the year with a cash balance of $337 million, an increase of $136 million from December 31, 2024. The increase was primarily due to the net impact of the Kodak Retirement Income Plan (KRIP) termination and reversion of assets to the company of $153 million.The company reported GAAP net loss of $108 million in Q4 2025, compared with net income of $26 million for Q4 2024. The decline in net income was primarily due to the non-recurring impact of the Kodak Retirement Income Plan ("KRIP") termination and excise tax paid on the reversion of assets to the company.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around KODK stock trended in ‘bullish’ territory amid ‘extremely high’ message volume.&nbsp;One user on Stocktwits called the share rise ‘better than expected’.<stembedurl>https://stocktwits.com/PharmGal/message/647406000</stembedurl>A bullish user said they are optimistic for Kodak in 2026.&nbsp;<stembedurl>https://stocktwits.com/NikkyBenz13/message/647405165</stembedurl>Another bullish user opined that continued growth in Kodak’s Advanced Materials &amp; Chemicals is especially encouraging and could open doors to new markets.&nbsp;<stembedurl>https://stocktwits.com/Judykay/message/647399877</stembedurl>Shares in the company are down 9.4% so far in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, the Eastman Kodak Company logo is seen displayed on a smartphone screen.

Eastman Kodak Stock Rallies After-Hours As Q4 Revenue Jumps On Strong Segment Performance

Kodak reported consolidated revenues of $290 million in the fourth quarter of 2025, compared with $266 million in the year-ago period, an increase of $24 million or 9%.

Equity

Kodak reported consolidated revenues of $290 million in the fourth quarter of 2025, compared with $266 million in the year-ago period, an increase of $24 million or 9%.


<ul class="summary-bullets"><li>Alperovitz will continue to serve as the company’s&nbsp;CFO through June 9, 2026, to support its ongoing operations and help ease the leadership transition.</li><li>The firm re-affirmed its guidance that it provided during its fourth quarter earnings report.</li><li>SolarEdge forecasted its first quarter 2026 revenues to be within the range of $290 million to $320 million.&nbsp;</li></ul>SolarEdge Technologies (SEDG) on Tuesday announced that its Chief Financial Officer Asaf Alperovitz will step down to pursue a&nbsp;leadership role at a public company outside of the industry.Shares&nbsp;of the company were down 4% at the time of writing.&nbsp;SolarEdge said that&nbsp;its board is initiating a process to identify a replacement CFO. Alperovitz will continue to serve&nbsp;in the role through June 9, 2026 to support ongoing operations and&nbsp;help ease&nbsp;the leadership transition.“On behalf of our executive team and the Board of Directors, we thank Asaf for his leadership and contributions in reinforcing SolarEdge’s financial foundation and advancing the company towards sustained profitability in 2026 and wish him continued success. We remain focused on moving toward profitable growth and believe 2026 will be a transformational year for SolarEdge,” said Shuki Nair, CEO of SolarEdge.&nbsp;<h2 class="st-heading-2">Earnings Guidance</h2>The firm re-affirmed its&nbsp;2026 guidance provided during its fourth-quarter (Q4) earnings report.&nbsp;SolarEdge forecasted its first-quarter (Q1) 2026 revenues to be within the range of $290 million to $320 million, not&nbsp;including significant one-time or pull forward of revenue.For Q1, its non-GAAP gross margin is expected to be within the range of 20% to 24%, and adjusted operating expenses to be within the range of $88 million to $93 million,&nbsp;the company said.SolarEdge reported a decline of 1.4% on a year-over-year basis in its Q4 revenue that came at $335.4 million.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around SEDG trended in&nbsp;the ‘bearish’ territory amid ‘low’ message volume.&nbsp;Shares in the company have risen 22% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration a SolarEdge Technologies logo is seen on a smartphone

SEDG Stock Falls After-Hours Amid Surprise Departure Of CFO

SolarEdge said that its board is initiating a process to identify a replacement Chief Financial Officer.

Here's How Much $100 Invested In Vanguard Information Tech ETF 5 Years Ago Would Be Worth Today

<ul class="summary-bullets"><li>The rise in revenue was helped by strong growth in the software and professional services segments.</li><li>Blend Labs’ adjusted diluted net income per share was break-even ($0.00) in both the fourth quarter of 2025 and the same period last year.</li><li>The company said it expects first quarter revenue for 2026 in the range of $28.5 million to $30 million, which was below Wall Street expectations of $31.5 million.&nbsp;</li></ul>Blend Labs shares rallied nearly 9% in extended hours of trading on Tuesday after it posted an upbeat fourth quarter result that cheered investors.The company posted fourth quarter revenue of $32.4 million, an increase of 7% compared to the fourth quarter of 2024.&nbsp; Analysts on average had expected the revenue of $31.78 million, as per data from fiscal.ai.The rise in revenue was helped by strong growth in the software and professional services segment. Software platform revenue was $30.3 million, up 10% year-over-year, and Professional services revenue was $2.1 million compared to $2.5 million in the fourth quarter of 2024.<h2 class="st-heading-2">More Details</h2>Blend Labs’ adjusted diluted net income from continuing operations attributable to common stockholders per share was break-even ($0.00) in both the fourth quarter of 2025 and the same period last year.The company repurchased 5.1 million shares in the fourth quarter for more than $15 million, bringing the year-to-date total to $25 million.<h2 class="st-heading-2">Outlook</h2>The company said it expects first quarter revenue for 2026 in the range of $28.5 million to $30 million, which was below Wall Street expectations of $31.5 million.&nbsp;Blend's first quarter 2026 guidance reflects certain assumptions and expectations related to U.S. aggregate industry mortgage originations. “Our first quarter 2026 market size expectation is 1.10 million to 1.20 million units. For the second quarter of 2026 we expect a sequential volume increase, in line with normal seasonal patterns. Our current expectation for the second quarter of 2026 is 1.50 to 1.60 million units,” the company said in its earnings release.&nbsp;"What excites me most going into 2026 is not just our growing roster of customers — it's what we're now able to offer them. Blend Autopilot, our new AI agent, is already live with large customers and is attacking the $11,000 cost-to-originate head-on,” said Nima Ghamsari, Co-founder and Head of Blend.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around BLND trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;Shares in the company have fallen nearly 46% year-to-date.&nbsp;

Blend Labs repurchased 5.1 million shares in the fourth quarter for more than $15 million, bringing the year-to-date total to $25 million.

Why Is Micro-Cap Stock Blend Labs Surging After Hours?

The company posted fourth quarter revenue of $32.4 million, an increase of 7% compared to the fourth quarter of 2024.

<ul class="summary-bullets"><li>Samsara said its Q4 revenue of $444.3 million, represented a 28% year-over-year growth in actuals and 27% in constant currency.&nbsp;</li><li>The company said it reported adjusted diluted net income per share of $0.56 versus $0.26 it posted in the same year-ago quarter.&nbsp;</li><li>The company said it expects revenue in its first quarter of FY2027 to be in the range of $454 million – $456 million.</li></ul>Samsara stock jumped 11% in extended hours of trading on Thursday after it posted upbeat fourth-quarter (Q4) results.&nbsp;Samsara said its Q4 revenue of $444.3 million represented a 28% year-over-year growth in actuals and 27% in constant currency. Analysts’ on average expected revenue of $422.31 million, according to data from Stocktwits.&nbsp;“Fiscal year 2026 was an outstanding year of durable and efficient growth,” said Sanjit Biswas, CEO and co-founder of Samsara. “Our performance is driven by the scale of our data asset, which now captures more than 25 trillion data points annually to fuel our AI-powered platform. This proprietary data is ushering in a new phase of digitization.”The company saw the second consecutive quarter of GAAP profitability after it posted GAAP earnings per share of $0.04 during the quarter.&nbsp;<h2 class="st-heading-2">Q4 Details</h2>The company said it reported adjusted diluted net income per share of $0.56 versus $0.26 it posted in the same year-ago quarter. The profit sailed past estimates of $0.13 per share as per data from Stocktwits.&nbsp;Samsara’s Q4 net new Annual Recurring Revenue (ARR) of $144.8 million represented a 33% year-over-year growth in actuals and 31% in constant currency.The company is now unleashing AI agents, like our AI Safety coach, to automate entire workflows and transform customers’ operations, Biswas further added.&nbsp;<h2 class="st-heading-2">FY 2027 Guidance&nbsp;</h2>The company said it expects revenue in its first quarter of its FY2027 to be in the range of $454 million – $456 million, and full year revenue of its FY2027 to be in the range of $1.965 billion – $1.975 billion.&nbsp;It expects adjusted diluted net income per share in its first quarter of its FY2027 to be in the range of $0.12 – $0.13.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around<a href="https://stocktwits.com/symbol/IOT"> IOT&nbsp;stock</a> trended in the ‘Extremely Bullish’ territory amid ‘Extremely High’ message volume.&nbsp;One bullish user said that analysts are going to upgrade ratings and raise price targets of IOT.&nbsp;<stembedurl>https://stocktwits.com/dpnaidu27/message/646746805</stembedurl>Another user predicted that the upbeat momentum in the stock can continue on Friday.&nbsp;<stembedurl>https://stocktwits.com/HazelCox91783/message/646744944</stembedurl>Shares in the company have fallen 8.5% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

 In this photo illustration, the logo of Samsara Inc. is displayed on a smartphone screen.

Samsara Stock Rallied 11% After Hours – Why Are Traders So Bullish?

The company saw the second consecutive quarter of GAAP profitability after it posted GAAP earnings per share of $0.04 during the quarter. 

Budget iPhone 17e to Boost Apple Revenues? ETFs to Consider

Apple's new $599 iPhone 17e targets price-sensitive buyers, fueling iPhone momentum and potentially lifting Apple-heavy tech ETFs.

<ul class="summary-bullets"><li>The MacBook Air now starts with 512GB of storage and is upgradeable to 4TB.</li><li>The Air M5 integrates a 10-core CPU and GPU with Neural Accelerators, delivering up to four times faster AI performance.</li><li>The MacBook Pro’s M5 Pro and M5 Max chips, built on Apple’s Fusion Architecture, offer up to 30% faster CPU performance.</li></ul>Apple Inc. (AAPL) on Tuesday launched its latest lineup of MacBooks, including the 13- and 15-inch MacBook Air powered by the M5 chip, alongside the 14- and 16-inch MacBook Pro with M5 Pro and M5 Max.&nbsp;The tech giant has also increased the prices. The MacBook Air range now starts at $1,099, up from $999, while the MacBook Pro begins at $2,199, up from $1,999.<h2 class="st-heading-2">Performance Upgrades</h2>The MacBook Air now starts with 512GB of storage and is upgradeable to 4TB, featuring faster SSD speeds and the Apple-designed N1 wireless chip for Wi-Fi 7 and Bluetooth 6. The 14- and 16-inch MacBook Pro begin at 1TB and 2TB, respectively, and include similar wireless upgrades along with Thunderbolt 5 and MagSafe charging.The Air M5 integrates a 10-core CPU and GPU with Neural Accelerators, delivering up to four times faster AI performance than the previous M4, supporting workflows like video editing and AI model training.&nbsp;The MacBook Pro’s M5 Pro and M5 Max chips, built on Apple’s Fusion Architecture, combine two dies in a single chip, offering up to 30% faster CPU performance, up to 128GB of unified memory, and up to 614GB/s memory bandwidth for demanding AI and graphics tasks.<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> traded 0.8% lower on Tuesday morning.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">AI And Creative Enhancements</h2>Neural Accelerators in the GPUs boost AI-based tasks, including LLM prompt processing, 3D rendering, and AI video enhancement. Both Air and Pro models support fast read/write speeds up to 14.5GB/s.Both devices offer Liquid Retina displays, 12MP Center Stage cameras, Spatial Audio, and long battery life (Air up to 18 hours, Pro up to 24 hours). The Air comes in sky blue, starlight, midnight, and silver, while the Pro is offered in space black and silver.AAPL stock has gained over 10% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rosenblatt-says-us-iran-war-likely-to-highlight-palantir-s-strength/cZdeKfGRIPQ">Rosenblatt Says US-Iran War ‘Likely To Highlight’ Palantir’s Strength</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A MacBook Pro is displayed inside of the Apple Carnegie Library store on May 30, 2025 in Washington, DC.

Apple Increases Prices Of Its New MacBook Air And Pro Models – Everything To Know About Its Latest Lineup

The MacBook Air range starts at $1,099, while the MacBook Pro begins at $2,199.

<ul class="summary-bullets"><li>This cap would include shipments of Advanced Micro Devices Inc.’s (AMD) MI325 chips, which are touted to have similar capabilities, as per the report.</li><li>The majority of current applications are from a small number of Chinese tech giants, the report stated.&nbsp;</li><li>As per the report, the 75,000 limit represents less than half of what Chinese firms like Alibaba Group Holding Ltd. and ByteDance Ltd. had privately expressed to Nvidia that they’d like to purchase.</li></ul>The United States is reportedly considering placing upper limits on the number of chips that Nvidia Corp. can sell per Chinese company.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-02/us-mulls-capping-nvidia-h200-sales-at-75-000-per-chinese-customer?srnd=homepage-americas">report</a> from Bloomberg, citing people familiar with the matter, the Trump administration is speaking about implementing a limit of 75,000 Nvidia’s H200 chips per Chinese customer.This cap would include shipments of Advanced Micro Devices Inc.’s (AMD) MI325 chips, which are touted to have similar capabilities, as per the report.<a href="https://stocktwits.com/symbol/NVDA">Shares of Nvidia</a> (NVDA) slipped about 0.13% in after-market hours at the time of writing.<h2 class="st-heading-2">Chinese Shipments</h2>Despite the limitations, total shipments to China is still likely to be as high as a million units, as per the report. The people quoted in the report cited an upper range that President Donald Trump’s team had set out earlier in the regulatory process.The majority of current applications are from a small number of Chinese tech giants, the report stated. Under the per-customer caps, these companies could collectively receive hundreds of thousands of Nvidia H200 chips at most, Bloomberg noted.As per the report, the 75,000 limit represents less than half of what Chinese firms like Alibaba Group Holding Ltd. and ByteDance Ltd. had privately expressed to Nvidia that they’d like to purchase.Meanwhile, a Reuters <a href="https://stocktwits.com/news-articles/markets/equity/china-reportedly-asks-domestic-companies-to-pause-on-nvidia-h200-chip-orders/cmxz4PDR421">report</a> from last week said that none of Nvidia’s H200 chips had been shipped to any Chinese customers yet. U.S. Commerce Assistant Secretary for Export Enforcement David Peters had reportedly confirmed at a congressional hearing that as per his knowledge, none of the chips had been sold to China.President Trump had formally permitted the sale of the company’s second-most advanced AI chips to China under certain conditions. However, Nvidia’s most advanced Blackwell chips are still banned from export to the Asian country.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around NVDA shares was in the ‘extremely bullish’ territory amid ‘extremely high’ message volumes at the time of writing.NVDA stock has gained more than 59% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen.

Nvidia H200 Sales May Be Capped Per Chinese Customer: Report

According to a report from Bloomberg, citing people familiar with the matter, the Trump administration is speaking about implementing a limit of 75,000 Nvidia’s H200 chips per Chinese customer.

<ul class="summary-bullets"><li>MARA Holdings announced it has entered into a strategic agreement with Starwood Capital Group and their dedicated data center development platform Starwood Digital Ventures&nbsp;on Thursday.&nbsp;</li><li>H.C. Wainwright downgraded MARA Holdings to ‘Neutral’ from ‘Buy’ without a price target.</li><li>Cantor Fitzgerald lowered the firm's price target on MARA Holdings to $11 from $21 and kept an ‘Overweight’ rating on the shares.</li></ul>MARA Holdings’ recent Starwood deal buoyed retail trader sentiment on Friday even as several Wall Street analysts downgraded the stock.&nbsp;Shares of the company traded 10% higher at the time of writing.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users’ React?</h2>On Stocktwits, retail sentiment around MARA trended in the ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One bullish user said that the “Starwood deal could imply ~$2 billion in annual revenue potential at scale!!!”<stembedurl>https://stocktwits.com/anokato/message/646125633</stembedurl>Another bullish user&nbsp;wrote, “Pretty sure this is oversold.&nbsp; I wish I had extra money to buy.”<stembedurl>https://stocktwits.com/gotitoutthemud/message/646124552</stembedurl><h2 class="st-heading-2">Starwood Deal</h2>MARA Holdings on Thursday <a href="https://stocktwits.com/news-articles/markets/equity/mara-stock-is-rallying-today-what-is-all-the-buzz-about/cZTGrGCRIRW">announced</a> it has entered into a strategic agreement with Starwood Capital Group and their dedicated data center development platform Starwood Digital Ventures. Together, the companies expect to deliver approximately 1 gigawatt of near-term IT capacity with a pathway to more than 2.5 gigawatts.The companies will prioritize sites with access to low-cost energy, strong interconnection positions, and clear pathways to scale. These campuses will be designed to operate both Bitcoin mining and AI compute, giving MARA the ability to toggle workloads in response to market pricing and customer demand.<h2 class="st-heading-2">Downbeat Analysts</h2>H.C. Wainwright downgraded MARA Holdings to ‘Neutral’ from ‘Buy’ without a price target as the firm slashed its FY26 sales forecast to $851.1&nbsp;million from $954.8&nbsp;million, primarily driven by a downward revision to its bitcoin price outlook throughout 2026.&nbsp;H.C. Wainwright sees risks associated with MARA's pronounced pivot to AI and hyperscale data centers and while it recognizes potential value in both its tie to Starwood Capital Group and Exaion, success at both is hinging on securing large leases that have "proven to materialize slowly amid current peak demand," the analyst&nbsp;told investors.Cantor Fitzgerald lowered the firm's price target on MARA Holdings to $11 from $21 and kept an ‘Overweight’ rating on the shares. MARA's Q4 results showed a 19.8% quarter over quarter decline in mining revenue and negative adjusted&nbsp;core profit amid lower Bitcoin prices, the analyst told investors in a research note.Shares in the company have fallen 34% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, Marathon Digital Holdings logo.  

MARA Holdings Stock Rallies Despite Caution From Analysts Around AI Pivot

H.C. Wainwright sees risks associated with MARA's pronounced pivot to AI and hyperscale data centers.

 ETFs to Buy as NVIDIA Shares Gain Following Q4 Earnings Beat 

NVDA jumps after crushing Q4 earnings and strong guidance, lifting ETF plays like SMH tied to the AI chip leader. 

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