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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending due to its highly anticipated earnings report, with community discussion polarized between expectations of surging AI revenue and concerns over high valuation and potential post-earnings sell-offs mirroring other recent tech reports.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull Corp ($BULL) is trending as the community eagerly awaits its earnings report, with discussions sharply divided between expectations of a long-overdue reversal fueled by strong fundamentals and perceived undervaluation, and deep skepticism due to consistent past price action and claims of market manipulation in the competitive fintech brokerage sector.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing (RGTI) is seeing significant attention driven by its imminent earnings report, intensifying a sharp divide within the community: bulls are emphasizing new government contracts and a solid cash position for its quantum future, while bears critically point to its high valuation, minimal revenue, and perceived technological delays, anticipating a post-earnings correction.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is surging as a substantial patent settlement removes a major legal overhang, while the FDA's reversal to review its flu vaccine application is driving bullish sentiment and sparking community talk of a massive short squeeze, with attention now turning to its promising oncology pipeline.

Okta, Inc. engages in the provision of an identity management platform for enterprises. It operates through the United States and International geographical segments. The firm's products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Okta is actively trending following its latest earnings report, which, despite an earnings and revenue beat with raised guidance, saw the stock decline due to investor concerns over the lack of fiscal 2027 outlook and broader AI disruption fears within the cybersecurity sector. The community is sharply divided, debating if the sell-off is an overreaction or if the stock will continue its historical underperformance.

Amprius Technologies, Inc. engages in the development, manufacture, and market lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the United States and Rest of the World geographical segments. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is trending following its recent earnings report, which signaled strong underlying business and sparked intense community debate on its true valuation amidst a one-time factory closure charge. Investors are keenly focused on AMPX's market-leading silicon-anode battery technology and strategic U.S. manufacturing partnerships, positioning it as a critical supplier within the rapidly expanding defense and drone sectors.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is trending due to escalating geopolitical tensions, which are spotlighting its advanced tactical drone systems, especially the Black Widow, amidst increasing defense sector demand and US Army initiatives. Community discussions center on the anticipation of significant contract awards and a potential short squeeze.

Gemini Space Station, Inc. is a holding company, which offers a mobile and web based crypto asset exchange platform, proprietary wallet infrastructure and custody solutions, over-the-counter trading solutions tailored to institutions and professionals, a digital art auction platform, a proprietary United States dollar backed stablecoin, and a credit card product that offers crypto asset rewards on customer purchases. The company was founded by Tyler Winklevoss and Cameron Winklevoss in 2014 and is headquartered in New York, NY.

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

Gemini (GEMI) is sparking significant community discussion after securing a CFTC Designated Contract Market license and launching its prediction market, leading to speculation about a short squeeze and its potential to ride a Bitcoin rally, even as past underperformance raises investor skepticism.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending upward after a Bank of America upgrade to Buy, fueled by optimism for its leadership in consumer autonomy, robotaxis, and the potential of its Optimus humanoid robots and energy segment. This has sparked a divided community discussion, with bulls anticipating further gains and a short squeeze, while bears highlight declining UK sales and perceived market manipulation.

Day One Biopharmaceuticals, Inc. operates as a holding company. The firm, through its subsidiary, develops and commercializes targeted therapies for patients of all ages with genetically defined cancers. Its products include DAY101 and pimsertib. The company was founded by Julie Grant and Samuel C. Blackman in November 2018 and is headquartered in Brisbane, CA.

Day One Biopharmaceuticals Inc

Day One Biopharmaceuticals is trending strongly on intensifying buyout speculation, fueled by robust OJEMDA sales, a solid cash position, recent preliminary EU approval for its lead drug, and unusual options activity, with the community actively debating potential acquisition valuations.

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<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.

<ul class="summary-bullets"><li>Analysts at Evercore ISI trimmed the price target for Pinterest to $25 from $40, while downgrading the stock to ‘In Line’ from ‘Outperform’.</li><li>The firm said Pinterest’s fundamentals are “clearly deteriorating,” with the company’s revenue decelerating over the past three quarters.</li><li>Pinterest’s revenue growth slipped from 17% year-on-year in the second quarter to 16% in the third, and 13% in the fourth quarter.</li></ul>Pinterest Inc. (PINS) shares were down more than 21% in Friday’s pre-market session amid a slew of price target cuts and downgrades from analysts after the company’s fourth-quarter (Q4) revenue missed Wall Street expectations.Pinterest&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pinterest-stock-drops-nearly-one-fifth-value-after-another-dull-quarter-retail-flags-buyout-potential/cZR5OrWR4s5">reported</a> earnings per share (EPS) of $0.67 on revenue of $1.32 billion, compared to Wall Street estimates of an EPS of $0.67 on revenue of $1.33 billion, according to TheFly.The company’s first quarter (Q1) revenue guidance also fell short of Wall Street expectations. Pinterest said it expects Q1 revenue to be in the range of $951 million to $971 million, while the consensus estimate stood at $981.28 million.<h2 class="st-heading-2">Price Target Cuts, Downgrades Pour In</h2>Pinterest’s Q4 revenue miss and the weak Q1 forecast led to a series of price target cuts and downgrades. Analysts at Evercore ISI trimmed the price target for Pinterest to $25 from $40, while downgrading the stock to ‘In Line’ from ‘Outperform’.The firm said Pinterest’s fundamentals are “clearly deteriorating,” with the company’s revenue decelerating over the past three quarters. Pinterest’s revenue growth slipped from 17% year-on-year in the second quarter (Q2) to 16% in the third quarter (Q3) and 13% in Q4. The company now expects 11% to 14% revenue growth in Q1, with a midpoint of 12.5%, suggesting another quarter of decelerating growth.Analysts at BofA downgraded Pinterest to ‘Neutral’ from ‘Buy’ while trimming the price target to $19 from $39. The firm said it expects AI-driven rivals such as Alphabet Inc.’s (GOOG, GOOGL) and OpenAI to become increasingly competitive, and that Pinterest’s margin expansion cycle appears to have reached an end.Barclays cut its price target for Pinterest to $25 from $36 while keeping an ‘Equal Weight’ rating. The firm said that Pinterest is in a “challenging spot” amid the AI disruption narrative.Loop Capital analysts downgraded Pinterest to ‘Hold’ from ‘Buy’, while trimming the price target by 60% to $18 from $45. The firm said that it will take Pinterest “several quarters at least” to restore investor confidence.<h2 class="st-heading-2">Pinterest Stock Under Pressure</h2>Pinterest stock has been under pressure, declining nearly 33% over the past month and about 53% over the past year.Analysts at Evercore ISI noted that they are increasingly concerned about rising competitive intensity from Google, Meta Platforms Inc. (META), Reddit Inc. (RDDT), and other platforms.Analysts at BMO Capital pointed out that another reason for Pinterest’s weak performance was that President Donald Trump’s tariffs disproportionately impacted some of the largest retailers, resulting in reduced advertising spend, which reflected in Pinterest’s Q4 being “soft.”<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>One bearish user stated that Pinterest’s management “fumbled the bag for shareholders.”<stembedurl>https://stocktwits.com/JohnStockDon/message/644899400</stembedurl>Another user said that “no one can compete with Meta,” following Pinterest’s Q4 results.<stembedurl>https://stocktwits.com/labibaouf/message/644879330</stembedurl><a href="https://stocktwits.com/symbol/PINS">PINS stock</a> is down 28% year-to-date and 53% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cpi-january-2026-could-come-in-hotter-than-expected-warn-experts/cZR5qr6R4ss">CPI Could Come In Hotter Than Expected, Warn Experts: 'The Devil Will Be In The Details'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Pinterest logo is seen displayed on a smartphone screen.

Pinterest's Fundamentals Are ‘Clearly Deteriorating,’ Say Analysts: PINS Stock Tumbles 21% Pre-Market Following Q4 Revenue Miss

Pinterest reported earnings per share of $0.67 on revenue of $1.32 billion, compared to Wall Street estimates of an EPS of $0.67 on revenue of $1.33 billion.

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