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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending following an expanded partnership with Bloom Energy to deploy up to 2.8 gigawatts of fuel cell capacity, a move designed to secure fast, reliable power for AI and cloud infrastructure as grid delays persist. The community is actively debating the stock's long-term potential versus recent price volatility, with many users focusing on the company's aggressive AI strategy and comparing it to broader software sector shifts.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending following its recent Investor Day, where the company announced plans for a new midsize EV platform and robotaxi initiatives in partnership with Uber. While management highlighted these milestones to improve long-term profitability, the stock faces heavy downward pressure from investors concerned about cash burn, production timelines, and persistent short interest.

Globalstar, Inc. engages in the provision of mobile satellite services. It offers voice and data communications services to the following markets: recreation and personal, government, public safety and disaster relief, oil and gas, maritime and fishing, natural resources, mining, and forestry, construction, utilities, and transportation. The company was founded in November 2003 and is headquartered in Covington, LA.

Globalstar Inc.

Globalstar is surging following reports that Amazon is in advanced talks to acquire the company to accelerate its Project Kuiper satellite network. Community members are actively debating the potential for a bidding war, with many long-term shareholders dismissing the widely cited nine-billion-dollar valuation as significantly undervalued compared to the strategic worth of the company's spectrum assets.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan Chase is trending as investors weigh strong capital return initiatives and a resilient diversified business model against mounting macro concerns regarding private credit valuations and energy-related inflationary pressures. The community remains deeply divided, with some highlighting the bank's position as a structural bedrock of the financial system, while others express caution over its significant exposure to complex credit risks and potential sector-wide headwinds.

Travere Therapeutics, Inc. is a biopharmaceutical company. It engages in the identification, development, commercialization, and distribution of therapies to people living with rare diseases. The firm's products include Chenodal, Cholbam, and Thiola. The company was founded by Martin Shkreli on February 7, 2008 and is headquartered in San Diego, CA.

Travere Therapeutics Inc

Travere Therapeutics is experiencing significant momentum following the FDA's full approval of Filspari for FSGS, a development that positions the company as a leader in rare kidney disease treatment. The community is actively discussing the stock's potential for a short squeeze due to a high short interest, alongside optimistic sentiment from analysts who have consistently raised price targets following the regulatory milestone.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as shareholders rally behind CEO Patrick Soon-Shiong's upcoming appearance on the Sean Spicer show to address an FDA warning letter, while the community remains highly focused on the company's aggressive global expansion efforts and the potential for a major short squeeze due to high short interest. Investors are actively discussing the conflict between the FDA's regulatory stance and the reported success of the Anktiva cancer therapy, with many community members doubling down on their long positions in anticipation of near-term catalysts.

Maulcoin

Maulcoin is trending as a community-driven movement that emphasizes organic growth, collective holding strategies, and a unique culture of 'Maulers' aiming to hit major market capitalization milestones. Investors are actively discussing the lack of a formal chart as a point of pride, viewing current consolidation phases as ideal entry opportunities while collectively targeting price appreciation.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is currently driving significant market conversation as it sustains a historic rally, fueled by major strategic partnerships with industry giants and a resurgence in its foundry narrative. The community is actively debating whether the stock's parabolic climb represents a fundamental re-rating of its AI infrastructure role or a speculative bubble, with many traders closely monitoring institutional flow and price targets as they anticipate the company's upcoming earnings report.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology is trending following a 750 million dollar acquisition of silicon photonics firm DustPhotonics, a move investors view as a major expansion into high-speed optical connectivity for AI data centers. The community is actively debating the strategic pivot from copper-based active electrical cables to a dual-track strategy, with many noting that the company is now better positioned to compete in the 800G and 1.6T infrastructure market.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is experiencing heightened market volatility as traders react to persistent short interest, ongoing insider selling, and an impatient market waiting for long-term regulatory milestones and operational revenue. While bulls remain fixated on the sector's strategic importance for AI data centers and upcoming government criticality targets, the community is deeply polarized by the stock's significant decline from its previous highs and current pre-revenue status.

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<ul class="summary-bullets"><li>Intrator said that the company is currently focusing its energy on the generational opportunity of ramping up AI infrastructure to grow and expand its business.</li><li>He also stated that CoreWeave has focused on diversifying its customer base, while adding that none of the clients make up more than 35% of its order book.</li><li>Intrator also added that CoreWeave intends to sell old GPUs once they are off long contracts, which he thinks will drive margins in the future.</li></ul>CoreWeave Inc. (CRWV) CEO Michael Intrator on Friday reportedly stated that the neocloud provider could become profitable within the next three months, but explained why the company is holding back on it for now.During an interview with CNBC, Intrator highlighted that the priority for CoreWeave is to scale up its operations right now, which can be expensive. He said that the company is currently focusing its energy on the generational opportunity of ramping up AI infrastructure to grow and expand its business.“If we stop growing at the rate we’re growing, this company would become enormously profitable within three months. We’re making the strategic decision to get to scale,” Intrator said. He added that getting to scale allows CoreWeave access to capital markets, which drives down its cost of capital, helping the company compete in the future.<a href="https://stocktwits.com/symbol/CRWV">CoreWeave shares</a> were up nearly 13% in Friday morning’s trade. Retail sentiment on Stocktwits around the company trended in the ‘extremely bullish’ territory with message volumes at ‘extremely high’ levels.<h2 class="st-heading-2">Scale First, Profit Next</h2>Intrator stated during the interview that the way CoreWeave is working on scaling up its business to capitalize on the demand for AI infrastructure, margins will improve over time.He highlighted CoreWeave’s forecast announced during the last earnings call, wherein the company guided for revenue to grow from $5 billion to more than $12 billion by the end of 2026.“That ramp comes with an enormous opportunity to drive margins as we continue to grow. But we need to have the opportunity to scale and scaling is expensive,” Intrator said.He also stated that CoreWeave has focused on diversifying its customer base, noting that none of its clients make up more than 35% of its order book.“We’ve done an incredible job. I’m super proud of the company for the degree of diversification that we’ve made,” he added.<h2 class="st-heading-2">Intrator Says Old GPUs Will Be ‘Incredibly Valuable’</h2>The CoreWeave CEO added that as Graphics Processing Units (GPUs) get older, they will become “incredibly valuable.”Intrator explained that the company has seen evolving use cases for older hardware, with their clients repurposing old GPUs for inference and other use cases to drive their business.“Those signals have been out there since AI began, and we’ve been scaling our business with the intention of holding those GPUs because we believe they are going to continue to be incredibly valuable when they come off these long contracts that pay back the debt we’ve taken on,” he added.Intrator said that CoreWeave intends to sell those old GPUs again, adding that this will drive margins in the future.<a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> is up 45% year-to-date and 146% over the past 12 months. The Vanguard Total Stock Market Index Fund ETF (VTI) is up 30% over the past 12 months, while the Vanguard Mid-Cap Index Fund ETF (VO) is up 24%.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/us-consumer-inflation-march-2026-cpi-report/cZJ0QjVRItX">CPI Report: First Inflation Print Since Beginning Of Iran War Shows Consumer Prices Rise In Line With Expectations</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Mike Intrator, Chief Executive Officer and founder of CoreWeave, poses for a photo during the company's Initial Public Offering(IPO) at the Nasdaq headquarters on March 28, 2025 in New York City.

CoreWeave CEO Reportedly Says The Neocloud Provider Could Become Profitable In 3 Months If It Stopped Scaling Up, But Here's Why He's Holding Back

During an interview with CNBC, CoreWeave CEO Michael Intrator highlighted that the priority for CoreWeave is to scale up its operations right now, which can be expensive.

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<ul class="summary-bullets"><li>CoreWeave also announced a $3 billion convertible notes offering on Thursday.</li><li>The company stated that it intends to use a portion of the net proceeds to enter into negotiated capped call transactions and the remainder for general corporate purposes.</li><li>CoreWeave also announced that it intends to offer $1.25 billion in senior notes due 2031 to repay its outstanding debt and for general corporate purposes.</li></ul>CoreWeave Inc. (CRWV) shares soared more than 8% in Thursday’s pre-market trade before losing the gains as the company announced an expanded $21 billion deal with Meta Platforms Inc. (META).In a joint announcement, CoreWeave stated that it will provide AI cloud capacity to Meta through December 2032 for about $21 billion.CoreWeave will allocate capacity for Meta across multiple locations and will include some of the initial deployments of Nvidia Corp.’s (NVDA) Vera Rubin platform.“This is another example that leading companies are choosing CoreWeave’s AI cloud to run their most demanding workloads,” said CoreWeave CEO Michael Intrator.<a href="https://stocktwits.com/symbol/CRWV">CoreWeave shares</a> were down 4% in Thursday’s opening trade. Retail sentiment on Stocktwits about the company trended in the ‘neutral’ territory, while CRWV was among the top trending tickers on the platform at the time of writing.<h2 class="st-heading-2">CoreWeave Announces $3B Convertible Notes Offering</h2>CoreWeave also announced a $3 billion convertible notes offering on Thursday.&nbsp;The company stated that it intends to grant the purchasers of the notes an option to purchase an additional $450 million in aggregate principal.CoreWeave stated that it intends to use a portion of the net proceeds to enter into negotiated capped call transactions and the remainder for general corporate purposes.The company also announced that it intends to offer $1.25 billion in senior notes due 2031 to repay its outstanding debt and for general corporate purposes.<h2 class="st-heading-2">Meta's 2026 Capex Guidance</h2>The $21 billion deal builds on a similar $14.2 billion agreement signed by CoreWeave and Meta in September 2025.&nbsp;The Facebook-parent forecast capital expenditure of up to $135 billion in 2026 while announcing its fourth-quarter (Q4) results in January 2026.The company stated that its capex growth is driven by increased investment to support its Meta Superintelligence Labs efforts and its core business.<a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> is up 28% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/META">META stock</a> is down 5%. The Vanguard Total Stock Market Index Fund ETF (VTI) is up 24% over the past 12 months, while the Vanguard Mid-Cap Index Fund ETF (VO) is up 21%.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> is down 3% year-to-date.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-new-compact-suv-substantially-cheaper-than-model-3/cZJW2AkRIrm">Tesla Has Reportedly Begun Early Supplier Talks For A Budget SUV</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 Reverses Gains After Expanded $21B Deal With Meta — All You Need To Know

CoreWeave will allocate capacity for Meta across multiple locations and will include some of the initial deployments of Nvidia’s Vera Rubin platform.

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. 

<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.

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.

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