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Invesco QQQ Trust Series 1

Far below the surface, where light no longer reaches and noise collapses into silence, the Sperm Whale endures.  It does not rely on speed or spectacle. It survives through mass, intelligence, and absolute awareness of its surroundings.  This project is shaped by the same principle — strength formed under pressure, movement guided by understanding, and conviction built where others cannot remain.  While the surface reacts, the deep decides.

The Sperm Whale

Sperm Whale is currently trending as a highly speculative meme coin on Solana, driving intense debate between participants chasing rapid, high-percentage gains and skeptics warning of potential pump-and-dump mechanics. Community sentiment is deeply polarized, with some bullish traders highlighting the project's chart structure and whale-driven price action, while others caution that the lack of fundamental utility and high concentration among top holders signal a significant risk.

🌍 Introduction: A Legendary Icon, Reimagined for the Future The SEAMANIA Protocol, led by SEAMAN Cult, aims to revive one of SEGA Dreamcast's most iconic and best-selling game titles with AI integration—a worldwide cultural phenomenon that won numerous awards in the U.S. and Japan. More than just a game, SEAMAN was the world’s first AI-powered interactive experience, enabling voice-based conversations long before the AI revolution.    Now, SEAMAN returns not as a mere game, but as an advanced AI agent, blending nostalgia with cutting-edge technology. This human-faced fish is reborn as a deeply intelligent, emotionally responsiveAI, offering limitless customization and integration into the modern digital world.  With GenAI-powered customization, users can create their own SEAMAN AI, shaping it into a cherished lostone, a favorite celebrity, or even historical figures. This is no longer a game—it's an AI-driven personal companion and the digital evolution for human interaction.    🔥 Concept: The Wisdom of a Legendary AI-powered Companion At the core of the SEAMANIA Protocol lies the legendary Seaman—a mystical, human-faced fish endowed withancient wisdom and the ability to understand human language. More than just an AI, it is your trustedadvisor, best friend, therapist, personal cheerleader, witty conversationalist, intelligent guide, SEAMANIA is a life coach. Housed in your own digital aquarium, your SEAMAN AI reduces stress, combats loneliness, and guides humanity towards a brighter future. Imagine an AI companion that doesn’t just respond but truly understands, entertains, and supports you—blending humor, sarcasm, and wisdom.

SEAMANIA

SEAMANIA is generating intense community interest as a speculative meme coin, with supporters actively coordinating small, incremental buys to fuel a potential rally. Discussions are heavily focused on high-risk, high-reward sentiment, with traders debating the potential for exponential gains while comparing the asset to other viral low-market-cap tokens.

Definitive is an onchain trading platform democratizing advanced trading tools for the masses. Trade any token on any chain with advanced trade order types including Market, Limit Buy/Sell, Stop Loss and TWAP orders.  Route your trade instantly across 100+ DEXs and liquidity pools to get the best prices on every trade. Definitive is built by former Coinbase Institutional trading alumni and active DeFi experts.

Definitive

EDGE is experiencing high volatility as the community remains divided between bullish sentiment regarding potential exchange listings and concerns over recurring pump-and-dump price action. Traders are actively debating whether to accumulate during current dips or exit positions as they weigh the project's long-term utility against recent market-wide fluctuations.

Terns Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in developing a portfolio of small-molecule single-agent and combination therapy candidates for the treatment of non-alcoholic steatohepatitis, or NASH, and other chronic liver diseases. The firm's pipeline includes clinical stage development programs, including a FXR agonist, a VAP-1 inhibitor, a THR-ß agonist, and a preclinical GLP-1 receptor agonist program. The company was founded by Randall L. Halcomb, Martijn Fenaux, and Weidong Zhong in 2017 and is headquartered in Foster City, CA.

Terns Pharmaceuticals Inc

Terns Pharmaceuticals is capturing significant investor attention following promising Phase 1 clinical data for its leukemia candidate, TERN-701, which has sparked intense debate over the company's valuation and potential as an acquisition target. The community is deeply divided between bulls citing the drug's best-in-disease profile and analysts raising price targets, while bears express skepticism about the sustainability of the current valuation and the potential for near-term dilutive share offerings.

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

Fundrise Innovation Fund 

The Fundrise Innovation Fund is experiencing a massive, volatile surge driven by intense retail interest in its underlying holdings like SpaceX, Anthropic, and OpenAI. While the community is split between bullish traders riding the parabolic momentum fueled by a low, locked-up float and skeptics warning of a massive correction due to high premiums relative to its net asset value, the stock remains a top trending ticker as participants speculate on potential price targets.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle ($CRCL) is experiencing significant volatility following a leaked draft of the Clarity Act, which proposes banning stablecoin yield-sharing models and has sparked intense debate over the long-term viability of the company's revenue model. While some retail investors are buying the dip and betting on Circles role as a future payment utility, others remain skeptical, pointing to aggressive insider selling and ongoing regulatory uncertainty as signs of an overvalued asset.

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 the company's heavy AI-related capital expenditure and potential competitive headwinds in the enterprise software space. The community remains deeply polarized, with many buyers viewing the current valuation as a generational entry point, while others argue that the stock's persistent downtrend signals deeper structural weakness that demands further patience.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is facing significant selling pressure as investors react to a $375 million jury verdict concerning child safety violations and ongoing speculation regarding potential layoffs and high capital expenditure on AI infrastructure. While some in the community view the current dip as a generational buying opportunity based on strong underlying fundamentals, others are actively shorting the stock, citing concerns over AI monetization delays and geopolitical risks.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axon is experiencing significant volatility as investors digest broader software sector weakness, leading to a sharp multi-day selloff despite stable fundamental demand and potential catalysts from federal body camera mandates. The community remains deeply divided, with many long-term shareholders holding through the drawdown while actively discussing the impact of insider selling, valuation concerns, and the stock's tendency to undergo steep corrections before recovery.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending as investors weigh an aggressive shift toward agentic AI against the reality of sharply contracting profit margins following a significant quarterly earnings miss. While the company's commitment to massive infrastructure spending and the launch of new AI-focused chip and agent platforms drive optimism for long-term growth, the market remains volatile as traders debate whether these investments represent a transformative pivot or an unsustainable value trap.

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Vanguard Announces Share Splits for Five Equity Index ETFs

Vanguard Announces Share Splits for Five Equity Index ETFs Vanguard Announces Share Splits for Five Equity Index ETFs PR Newswire VALLEY FORGE, Pa., March 24, 2026 VALLEY FORGE, Pa., March 24, 2026...

<ul class="summary-bullets"><li>Intrator said that the company has made “an intentional decision” to scale its infrastructure to meet client demand while understanding that margins would take a hit.&nbsp;</li><li>Meanwhile, Michael Burry said on Friday in a Substack post that Coreweave was designed to lose money.</li><li>The CEO’s remarks come as CRWV stock plummeted in Friday morning trade after the company announced capex for the year that was more than double from 2025 levels.</li></ul>CoreWeave Inc. (CRWV) CEO Mike Intrator justified the company’s massive capital expenditure plans for 2026, citing growing market demand for compute and large orders.“Our clients are increasing the demand signals that they are giving us,” Intrator told CNBC in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/video/2026/02/27/watch-cnbcs-full-interview-with-coreweave-ceo-mike-intrator.html">interview</a> on Friday, adding that demand for infrastructure has been “relentless” amid a shift into enterprise and sovereigns.The CEO’s remarks come as CRWV stock plummeted in the morning trade after the company announced capital expenditure plans for the year that were more than double of 2025.“I understand the concerns that people have as they see us allocating a massive scale of money to this market, but the truth of the matter is, our backlog is enormous,” he said.<a href="https://stocktwits.com/symbol/CRWV">CRWV shares</a> were down more than 18% at the time of writing.<h2 class="st-heading-2">Conscious Choice</h2>Intrator said in the interview that the company has made “an intentional decision” to scale its infrastructure to meet client demand, while understanding that margins would take a hit. “This is a once-in-a-generation moment,” he said.“We are constrained by our capacity to deliver more capacity to the market,” he added, explaining that every dollar of investment made today would result in more dollars earned through compute revenue over the next five years.CoreWeave posted fourth-quarter (Q4) <a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-slumps-on-coreweave-capex-projections-for-2026/cZTcmZKRITh">earnings</a> on Thursday, reporting a wider-than-expected loss per share. The company projected capex of $30 billion to $35 billion in 2026, compared to $14.9 billion spent in 2025.<h2 class="st-heading-2">Burry’s Take</h2>“The Big Short” investor Michael Burry said on Friday that CoreWeave was designed to lose money. In a Substack <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/@michaeljburry/note/c-220488532">note</a>, Burry said, “CoreWeave exists as an off balance sheet SPV designed to lose money. Except the enthusiasm for spending on this bubble got so extreme they took it public.”<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_27_at_11_10_06_PM_png_35835e995f.webp" alt="Screenshot 2026-02-27 at 11.10.06 PM.png" width="1268" height="1541"></figure>&nbsp;Burry compared this to American multinational telecommunications company Level 3 Communications. “CoreWeave is worse because LVLT infrastructure did not depreciate anywhere near as fast. Which makes Coreweave worse,” he said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around CRWV stock increased from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.One bullish user said they were convinced about the CEO’s rationale.<stembedurl>https://stocktwits.com/JOEYBUYDEN/message/646093272</stembedurl>&nbsp;Shares of CRWV have gained more than 98% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

2025/07/18: In this photo illustration, the logo of CoreWeave, a U.S.-based AI cloud computing startup, is displayed on a smartphone screen. 

CoreWeave CEO Justifies Capex Spend Amid Stock Price Plummet, Touts High Demand: ‘Our Backlog Is Enormous’

CoreWeave CEO Mike Intrator said in an interview with CNBC on Friday that the company’s massive capital expenditure plans for 2026 were on the back of growing demand for compute, as well as enormous backlogs. 

Equity

<ul class="summary-bullets"><li>CoreWeave CFO Nitin Agrawal downplayed concerns over the capex surge, stating that the company begins to incur data center lease costs, including power and depreciation, once new capacity comes online.</li><li>He added that customer revenue ramps over subsequent months, and that a substantial part of the capex surge is tied to already signed customer contracts.</li><li>The earnings and guidance miss, as well as the surge in capex, led to a slew of price target cuts from analysts, according to TheFly.</li></ul>CoreWeave Inc. (CRWV) shares slumped more than 19% in Friday’s opening trade after the company’s fourth-quarter (Q4) earnings missed expectations and its capital expenditure plans for 2026 more than doubled from 2025 levels.CoreWeave reported a loss of $0.56 per share on revenue of $1.57 billion, compared to Wall Street expectations of a loss of $0.49 per share on revenue of $1.53 billion, according to Fiscal.ai data.<h2 class="st-heading-2">CoreWeave Lays Down Capex Plans For 2026</h2>CoreWeave projected capex of $30 billion to $35 billion in 2026, more than double the $14.9 billion the company incurred in 2025. Its first-quarter (Q1) revenue guidance of $1.9 billion to $2 billion also fell below Wall Street's $2.24 billion estimate.However, CFO Nitin Agrawal downplayed concerns of the capex surge. “Substantially, all of it is tied to our already signed customer contracts that we intend to bring online this year as we expect to double our active power capacity to more than 1.7 gigawatts by year-end,” he said during a post-earnings call with analysts.Agrawal added that the company begins to incur data center lease costs, including power and depreciation, once new capacity comes online, while customer revenue ramps over subsequent months.<h2 class="st-heading-2">Analysts Trim Price Targets</h2>The earnings and guidance miss, as well as the surge in capex, led to a slew of price target cuts from analysts, according to TheFly.Analysts at JPMorgan cut the price target for CRWV to $90 from $110, while keeping a ‘Neutral’ rating on the stock. The firm stated that CoreWeave’s investment cycle is “more pronounced than expected.”Mizuho analysts trimmed their price target for CoreWeave to $95 from $100, noting that the company’s spending is rising alongside its order backlog.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave</a> stock trended in the ‘bullish’ territory, with message volumes at ‘extremely high’ levels.One bullish user stated that they can’t see CRWV stock falling further.<stembedurl>https://stocktwits.com/abman54/message/646085939</stembedurl>Another user stated that most analyst price targets will keep it above $100.<stembedurl>https://stocktwits.com/GoVeryLong/message/646088347</stembedurl><a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> is up 13% year-to-date and 107% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kore-stock-soaring-pre-market-heres-why/cZTcjBpRITJ">KORE Stock Is Ripping Pre-Market Today After Company Agrees To A Deal To Take It Private</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of CoreWeave Inc. (NASDAQ:CRWV) on August 8, 2025, in Chongqing, China. 

CRWV Stock Slumps On CoreWeave's 2026 Capex Projections Doubling From Previous Year – Analysts Say Company's Investment Cycle Is 'More Pronounced Than Expected'

The company projected capex of $30 billion to $35 billion in 2026, more than double the $14.9 billion it incurred in 2025.

<ul class="summary-bullets"><li>The company posted a revenue of $847 million, a rise of 14% compared to $741 million from a year-ago quarter. The revenue beat analysts’ estimate of $841 million.&nbsp;</li><li>The company said that the customer retention remained over 95% during the year, as it has for the past twelve consecutive years.&nbsp;</li></ul>Shares of The Trade Desk (<a href="https://stocktwits.com/symbol/TTD">TTD</a>) fell 17% in extended hours of trading after it forecasted weaker guidance for its first quarter.&nbsp;The company said that it expects first quarter of 2026 revenue of at least $678 million, which fell short of analysts’ estimates of $689.5 million, as per data from fiscal.ai.&nbsp;It also expects&nbsp;adjusted core profit of approximately $195 million for the first-quarter of 2026.&nbsp;“With continued innovation across Kokai, retail data, and the supply chain, we are well positioned to capture a greater share of the global advertising market in 2026 and beyond,” said Jeff Green, Co-Founder and CEO of The Trade Desk.<h2 class="st-heading-2">Q4 Earnings</h2>The company posted a revenue of $847 million, a rise of 14% compared to $741 million from a year-ago quarter. The revenue beat analysts’ estimate of $841 million.&nbsp;It reported adjusted earnings per share of $0.59 per share, that was flat compared to the year-ago quarter. However, it edged past Wall Street estimates of profit of $0.58 per share.&nbsp;“The Trade Desk delivered $2.9 billion in revenue in 2025 while continuing to generate significant profitability and cash flow,” Green said.&nbsp;“We executed against a backdrop of macro uncertainty while making some of the most meaningful upgrades in our company’s history. As advertisers increasingly prioritize measurable outcomes and data-driven decisioning over cheap reach, our role as an objective platform becomes even more important,” he added.&nbsp;The company said that the customer retention remained over 95% during the year, as it has for the past twelve consecutive years.&nbsp;The company said its board of directors approved an additional $350 million under its share repurchase program, bringing the total amount available for future repurchases of the company’s outstanding Class A common stock to $500 million.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around TTD trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;Shares in the company have fallen 71.6% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Trade Desk logo is displayed on a smartphone screen in front of a stock chart. 

The Trade Desk Stock Plummeted 17% Today — What Disappointed Investors?

The company said that it expects first quarter of 2026 revenue of at least $678 million, below analysts’ estimates of $689.5 million, as per data from fiscal.ai. 

<ul class="summary-bullets"><li>Blue Owl announced last week that it has stepped up the plans to return capital to investors, stating that it has reached an agreement to sell $1.4 billion of its direct lending assets from three funds to four institutional investors.</li><li>However, the private credit player also announced a change in the redemption policy in the Blue Owl Development Corporation II (OBDC II) fund.</li><li>Instead of allowing investments to be redeemed on a quarterly basis, Blue Owl stated that it would sell the assets and pay investors back, without specifying a timeline.</li></ul>Blue Owl Capital Inc. (OWL) Co-CEO Doug Ostrover reportedly admitted that the fallout from halting redemptions in one of the company’s funds is causing headaches.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/finance/investing/blue-owl-fallout-sets-off-retail-investor-panic-their-advisers-are-urging-calm-e6d81c5f">report</a> by The Wall Street Journal citing people familiar with the matter, Ostrover and Co-President Craig Packer made the acknowledgement during a call on Monday that included thousands of financial advisors who distribute the company’s funds.Ostrover and Packer also walked these financial advisors through an explanation of the firm’s decision to permanently halt the redemptions at one of its funds.<a href="https://stocktwits.com/symbol/OWL">Blue Owl shares</a> were up more than 1% in Wednesday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘extremely bullish’ territory at the time of writing.<h2 class="st-heading-2">What Did Blue Owl Do?</h2>Blue Owl announced last week that it has stepped up the plans to return capital to investors, stating that it has reached an agreement to sell $1.4 billion of its direct lending assets from three funds to four institutional investors.However, the private credit player also announced a change in the redemption policy in the Blue Owl Development Corporation II (OBDC II) fund. Instead of allowing investments to be redeemed on a quarterly basis, Blue Owl stated that it would sell the assets and pay investors back, without specifying a timeline.<h2 class="st-heading-2">Bessent Expresses Concern</h2>Treasury Secretary Scott Bessent expressed concern following Blue Owl’s announcement, according to a Yahoo Finance&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://finance.yahoo.com/news/we-are-concerned-scott-bessent-says-treasury-is-keeping-a-close-eye-on-the-private-credit-market-145117264.html">report</a>.“If there is something rotten, it is not going to be handed to the individual investors," Bessent said.Reacting to the development, Mohamed El-Erian, Chief Economic Advisor at Allianz, wondered if this were a “canary-in-the-coalmine” moment.“There’s plenty to think about here, starting with the risks of an investing phenomenon in advanced (not developing) markets that has gone too far overall (short answer: yes), to the approaches being taken by specific firms (lots of differences, yet subject to the “market for lemons” risk). There’s also the ‘elephant in the room’ question regarding much larger systemic risks,” he said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elerianm/status/2024432428052365443">post</a> on X.<figure class="image"><img src="https://news.stocktwits-cdn.com/Erian_post_jpg_1175c3e990.webp" alt="Mohamed El-Erian's post on X" width="722" height="528"><figcaption>Mohamed El-Erian's post on X | @elerianm/X</figcaption></figure><a href="https://stocktwits.com/symbol/META">OWL stock</a> is down 28% year-to-date and 51% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wbd-confirms-receipt-of-paramounts-revised-bid-board-favors-netflix/cZRvyleR4CJ">WBD Reviewing Revised PSKY Offer Even As Board Reaffirms Support For Netflix Merger</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Blue Owl Capital logo is seen displayed on a smartphone screen

Blue Owl Co-CEO Admits Fallout From Halting Redemptions Is Causing Headaches: Report

Co-CEO Doug Ostrover and Co-President Craig Packer made the acknowledgement during a call on Monday with thousands of financial advisors who distribute the company’s funds.

<ul class="summary-bullets"><li>Morgan Stanley raised the price target to $127 from $103 and maintained an ‘Equal Weight’ rating.</li><li>The brokerage said increasing investments in AI data centers are driving a major expansion in optical markets.</li><li>Earlier this month, Corning reported a 20% increase in Q4 net sales to $4.22 billion and a 72% jump in earnings per share to $0.62.</li></ul>Shares of Corning Incorporated (GLW) climbed 2.7% in pre-market trading on Tuesday, adding to a rally that has seen the stock surge more than 63% so far this year.If the pre-market levels hold after the opening bell, <a href="https://stocktwits.com/symbol/GLW">GLW stock</a> will hit a record high.<h2 class="st-heading-2">Higher AI Data Center Investment Drives Optical Market Growth</h2>Morgan Stanley raised its price target on Corning to $127 from $103 and maintained an ‘Equal Weight’ rating on Monday, according to The Fly. The firm said increasing investments in AI data centers are driving a major expansion in optical markets. In its base case, Morgan Stanley expects the optical market to grow from roughly $30 billion in 2025 to more than $65 billion by 2028.As legacy network infrastructure approaches capacity limits, the brokerage believes that next-generation optical technologies are set for broader adoption. These innovations could unlock an additional $23 billion in total addressable market, potentially expanding the overall industry opportunity to around $90 billion over time, Morgan Stanley added.Meanwhile,&nbsp;Mizuho&nbsp;raised the price target to $145 from $120 and kept an ‘Outperform’ rating on the shares on Monday.<h2 class="st-heading-2">$6 Billion Meta Deal, Strong Q4 Print Boost Shares</h2>Earlier this month, Corning reported a 20% increase in Q4 net sales to $4.22 billion, driven by strong gains from its Optical Communications Hemlock and Emerging Growth businesses.&nbsp;The company also posted a 72% jump in earnings per share (EPS) to $0.62.“We enter 2026 with exciting momentum. In Q1, we expect year-over-year growth to accelerate, with core sales up approximately 15% to a range of $4.2 B to $4.3 B, and core EPS growing to a range of $0.66 to $0.70,” Executive VP and CFO, Ed Schlesinger, said in the earnings press release.On January 27, Corning stock posted its biggest intraday gain in over two decades after the company <a href="https://stocktwits.com/news-articles/markets/equity/corning-stock-posts-best-day-in-two-decades-after-6-b-meta-deal/cmyXFGNR4iB">signed</a> a $6 billion contract with Meta to supply optical fiber, cable, and connectivity solutions for new data centers. Corning is set to expand manufacturing across its North Carolina operations, including a significant capacity increase at its optical cable manufacturing facility in Hickory, where Meta will be the primary customer.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits turned 'neutral' &nbsp;from ‘bearish’ over the past 24 hours, amid ‘high’ message volumes.<img src="https://news.stocktwits-cdn.com/GLW_jpg_5d49af0ebd.webp" alt="GLW.jpg">One user expects a correction but says a ‘crash’ will only be determined by a broader market collapse.<stembedurl>https://stocktwits.com/zbenz/message/645559598</stembedurl>Another user noted that the stock appears to be seeing “big bullish positioning” heading into next month.<stembedurl>https://stocktwits.com/QuantInsider/message/645674577</stembedurl>&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-home-depot-stock-up-sales-fell-q4/cZRvvWuR4zC">HD Stock Gains Pre-Market Despite Decline In Q4 Sales And EPS – What Happened?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Corning Inc. corporate headquarters in New York. (Photo by John Greim/LightRocket via Getty Images)

GLW Stock On Track To Open At All-Time High – AI Data Centre Boom Spurs Price Target Hikes

Corning shares have gained more than 60% so far in 2026, driven by a $6 billion deal with META and a positive Q4 print.

GLW Stock Eyes All-Time High On AI-Driven Optical Demand

<ul class="summary-bullets"><li>Both the firms sent the notice to Blue Owl Capital Corporation II on February 17, 2026 of their intention to commence a tender offer to purchase a portion of outstanding shares of OBDC II in cash.</li><li>The tender offers would provide a liquidity solution to retail investors in the wake of a significant industry-wide increase in BDC redemption requests.</li><li>Blue Owl said on Thursday that it will permanently stop allowing redemptions from Blue Owl Capital Corp. II, a semi-liquid private credit fund marketed to U.S. retail investors.</li></ul>Blue Owl Capital got a reprieve on Friday after Saba Capital and Cox Capital Partners announced cash tender offers for shares in business development companies (BDC) that are owned by Blue Owl.&nbsp;The two companies subsequently notified Blue Owl Technology Income Corp and Blue Owl Credit Income Corp of their intention to commence similar tender offers.At the time of writing OWL stock was up 2.2% in extended hours of trading.&nbsp;<h2 class="st-heading-2">Offer Details</h2>The offer price is expected to be at a 20-35% discount to the most recent estimated net asset value and dividend reinvestment price. That will be determined when tender offers start after a 10-business day notice period for each BDC, Cox and Saba said.Both the firms sent the notice to Blue Owl Capital Corporation II on February 17, 2026 of their intention to commence a tender offer to purchase a portion of outstanding shares of OBDC II in cash.The tender offers would provide a liquidity solution to retail investors in the wake of a significant industry-wide increase in BDC redemption requests, multiple quarters of net outflows and a rise in redemption gate provisions.<h2 class="st-heading-2">Blue Owl’s Redemption Halt</h2>Blue Owl said on Thursday that it will permanently stop allowing redemptions from Blue Owl Capital Corp. II, a semi-liquid private credit fund marketed to U.S. retail investors.The announcement showed Blue Owl abandoning an earlier plan to reopen withdrawals later this quarter. Instead, the firm said it would begin returning investor capital.Blue Owl said it was “not halting redemptions” but instead “changing the method” by which investors receive their cash. The firm said it remains well capitalized, with about $4 billion in total cash and borrowing capacity, and described its balance sheet as “well positioned” to support portfolio performance into 2026.<h2 class="st-heading-2">How Did Stocktwits’ Users React?</h2>Retail sentiment around OWL trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;Shares in the company have fallen 54.5% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Blue Owl Capital got a reprieve on Friday after Saba Capital and Cox Capital Partners announced cash tender offers for shares in business development companies | Representational image: Getty Images

Blue Owl Stock Rises After Saba Capital And Cox Capital’s Tender Offers For BDC Shares 

The offer price is expected to be at a 20-35% discount to the most recent estimated net asset value and dividend reinvestment price.

Should Vanguard Mid-Cap ETF (VO) Be on Your Investing Radar?

<ul class="summary-bullets"><li>OLB stated that merchants on its platform will be able to accept PayPal and Venmo as payment options at checkout.</li><li>The company said this partnership will also allow merchants on OLB’s platform to reach global users.</li><li>OLB also said that merchants will be able to consolidate all payment methods using the company’s existing dashboard for simplified reconciliation.</li></ul>The OLB Group Inc. (OLB) shares doubled in Tuesday’s opening trade after the company announced a partnership with PayPal Holdings Inc. (PYPL).According to the announcement, OLB has entered into a global partnership agreement with PayPal to offer a next-generation checkout and wallet experience for merchants across OLB's ecosystem, including its SecurePay payment gateway.<h2 class="st-heading-2">PayPal, Venmo To Be Accessible To OLB Merchants</h2>OLB stated that merchants on its platform will be able to accept PayPal and Venmo as payment options at checkout. The company said this partnership will also allow merchants on OLB’s platform to reach global users.“By combining OLB's omnichannel commerce and payment infrastructure with PayPal's global brand and advanced payments technology, we are giving small and mid-sized businesses enterprise-grade capabilities that were previously out of reach,” said Ronny Yakov, CEO of The OLB Group.Merchants will be able to use PayPal’s payment button and checkout flow, as well as access Venmo’s user base, which includes younger demographics who prefer mobile-first payment solutions, the company said.OLB also stated that merchants will be able to consolidate all payment methods using the company’s existing dashboard for simplified reconciliation. Merchants will also be able to leverage PayPal offerings such as Pay Later, Credit, and fraud protection, OLB noted.<h2 class="st-heading-2">What Does OLB Do?</h2>OLB is a New York-based fintech company that offers payment processing solutions and digital asset technology services.It allows merchants to build and manage their online stores, including integrating payment, logistics, and customer acquisition solutions.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits about OLB was hovering in the ‘extremely bullish’ territory, while message volume was at ‘extremely high’ levels at the time of writing.One bullish user called the OLB stock an “all-day runner,” saying that the PayPal deal is huge.<stembedurl>https://stocktwits.com/intrader/message/645112512</stembedurl><a href="https://stocktwits.com/symbol/OLB">OLB stock</a> is up 41% year-to-date, but down 40% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/etoro-stock-is-rising-today-after-q4-earnings-beat-share-repurchase-100m/cZRWN8fR4ui">ETOR Stock Jumped 13% Pre-Market Today – Everything To Know About The Enhanced Share Repurchase Program</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representative image of a trending stock chart.

This Nano-Cap Stock Doubled Today — What’s Driving The Surge?

OLB Group has entered into a global partnership agreement with PayPal to offer a next-generation checkout and wallet experience for merchants across OLB's ecosystem.

This Nano-Cap OLB Stock Doubled Today — What’s Driving The Surge?

<ul class="summary-bullets"><li>Explaining its rationale for splitting the auto and industrial parts businesses, Genuine Parts said the move will improve operational clarity and execution speed for both companies.</li><li>Genuine Parts also noted that each company will be better positioned to address customer needs, thanks to separate management with expertise in their respective sectors.</li><li>It added that this separation will give the two companies added financial flexibility to tailor their strategic investments and design capital structures that suit their respective businesses.</li></ul>Genuine Parts (GPC) on Tuesday announced plans to separate its auto and industrial parts businesses into two distinct public companies.The company expects the split to be complete by the first quarter (Q1) of 2027 and attributes it to a comprehensive strategic and operational review of market opportunities.“Creating two focused, independent companies sharpens customer and market alignment, increases clarity and speed, simplifies operations and enables disciplined, business-specific investments to unlock long-term value,” said Genuine Parts CEO Will Stengel.<a href="https://stocktwits.com/symbol/GPC">Genuine Parts shares</a> were down by over 7% in Tuesday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory, with message volumes at ‘high’ levels.Genuine Parts also reported its fourth-quarter (Q4) results, with earnings per share (EPS) of $1.55 on revenue of $6 billion. According to Stocktwits data, Wall Street expected an EPS of $1.81 on revenue of $6.07 billion.<h2 class="st-heading-2">Why Did Genuine Parts Announce The Split?</h2>Explaining its rationale for splitting the auto and industrial parts businesses, Genuine Parts said the move will improve operational clarity and execution speed for both companies.Genuine Parts also noted that each company will be better positioned to address customer needs, thanks to separate management with expertise in their respective sectors.It added that this separation will give the two companies added financial flexibility to tailor their strategic investments and design capital structures that suit their respective businesses.<h2 class="st-heading-2">Global Automotive To Offer Aftermarket Auto Solutions</h2>Global Automotive, the new name of Genuine Parts’ auto business, will offer aftermarket auto solutions. It will operate the National Automotive Parts Association (NAPA) brand, Repco, Hennig, and Voigt, among others.Global Automotive generated more than $15 billion in revenue in 2025, with a network of more than 10,000 global locations, and over 20,000 NAPA Auto Care repair centers in North America, the company said.<h2 class="st-heading-2">Global Industrial’s Market Presence</h2>Global Industrial, operating under the Motion brand, generated about $9 billion in sales in 2025, according to the company.It has presence in over 14 diversified end markets across critical manufacturing sectors, with over 10 million SKUs to support its over 180,000 global customers.<a href="https://stocktwits.com/symbol/GPC">GPC stock</a> is up 20% year-to-date and 18% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cmps-stock-soars-ahead-phase-3-trial-data-release-depression-treatment/cZRW05iR4u2">CMPS Stock Jumps 22% Pre-Market As Compass Sets Timeline For New Phase 3 Depression Trial Results</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Genuine Parts Announces Plans To Split Auto, Industrial Units Into Two Public Companies — Separation Expected To Complete In 2027

The company also reported its fourth-quarter results, with earnings per share of $1.55 on revenue of $6 billion, lower than an expected EPS of $1.81 on revenue of $6.07 billion.

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