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PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is currently trending as investors weigh significant strategic shifts, including a reorganization into three business units and the creation of a standalone Venmo segment, against ongoing concerns about the stock's long-term performance. While some community members view these structural changes as potential catalysts for unlocking shareholder value and attracting buyout interest, others remain skeptical, pointing to stagnant price action and weak guidance as signs that the company remains a value trap.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology is trending following a massive expansion of its AI infrastructure partnership with Yotta Data Services, which is projected to generate significant long-term revenue through a large-scale deployment of high-performance GPU hardware. The community remains hyper-focused on this catalyst as a transformational development, with active discussions debating whether the stock is fundamentally undervalued versus concerns over revenue recognition and historical guidance.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as investors aggressively rotate into memory hardware, fueled by a structural supply-demand imbalance and excitement over HBM's critical role in the AI infrastructure supercycle. The community is actively debating the sustainability of this parabolic ascent, with many bulls highlighting low forward price-to-earnings multiples and massive institutional buying while others express caution regarding potential volatility and cycle exhaustion.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently trending as investors debate the stock's future following a strong earnings report that featured record revenue growth and raised guidance. While the community is split between bullish sentiment regarding AI market leadership and bearish concerns about stretched valuations and perceived market manipulation, the ongoing discourse highlights a highly polarized debate on whether to hold for long-term growth or exit based on technical and macro risk factors.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Mining is trending as investors digest mixed first-quarter financial results while closely monitoring the company's aggressive pivot toward AI and hyperscale data center infrastructure. The community is actively debating the significance of recent hyperscale lease agreements and credit facility expansions, with many bulls focused on long-term execution and contract-backed revenue growth despite near-term earnings volatility.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is trending as the community debates a strategic 14% workforce reduction aimed at streamlining operations for the AI era and managing expenses. Investors are closely weighing this restructuring against the backdrop of a rally in Bitcoin prices and ongoing legislative optimism surrounding the Clarity Act.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending as investors focus on the successful energization of the 1.4GW Sweetwater 1 facility and the ongoing debate regarding the company's capital strategy through its ATM offering. While community sentiment remains split between excitement over high-capacity infrastructure developments and impatience for new hyperscaler deals, the stock remains a focal point for those tracking the broader AI power and data center buildout sector.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer shares are gaining attention as investors react to a quarterly earnings beat and reaffirmed full-year guidance, though community sentiment remains divided between optimism over potential pipeline breakthroughs and skepticism regarding long-term patent expirations. Conversations are heavily focused on the company's ability to drive growth through its recent oncology and obesity research, while many traders continue to monitor the stock's stability and dividend yield against ongoing market volatility.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is facing significant market volatility as investors weigh the company's strong revenue growth and AI integration against concerns over a major net loss on equity investments and contracting software valuations. The community remains deeply divided, with many debating whether the current sell-off is a buying opportunity for a dominant long-term commerce infrastructure player or a signal of broader weakness due to shifting market sentiment and macroeconomic pressures.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is trending as investors closely track progress on the CLARITY Act, with market participants weighing the potential for Senate committee markup against ongoing frustrations over the asset's stagnant price performance relative to the broader crypto market. The community remains deeply polarized, with some bulls highlighting long-term institutional partnerships and infrastructure developments while vocal critics point to extended consolidation and perceived manipulation as reasons for their skepticism.

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<ul class="summary-bullets"><li>Fiserv expects its 2026 EPS to be in the $8 to $8.3 range, with organic revenue growth in the range of 1% to 3%.</li><li>At a midpoint of $8.15, Fiserv’s EPS guidance is slightly above Wall Street’s expectations of an EPS of $8.12.</li><li>While Fiserv’s Q1 was mixed with respect to Wall Street expectations, it declined on both revenue and earnings fronts compared to the same period a year ago.</li></ul>Shares of Fiserv Inc. (FISV) tumbled more than 10% in Tuesday’s pre-market trade after the company’s full-year 2026 earnings guidance and a mixed first-quarter (Q1) performance disappointed Wall Street.Fiserv reported earnings per share (EPS) of $1.79 on revenue of $4.68 billion in Q1, while Wall Street analysts expected an EPS of $1.58 on revenue of $4.73 billion, according to Fiscal.ai data.<h2 class="st-heading-2">FISV’s 2026 Guidance Disappoints Investors</h2>Fiserv expects its 2026 earnings per share (EPS) to be in the $8 to $8.3 range, with organic revenue growth in the range of 1% to 3%.At a midpoint of $8.15, Fiserv’s EPS guidance is slightly above Wall Street’s expectations of an EPS of $8.12.While Fiserv’s Q1 was mixed with respect to Wall Street expectations, it declined on both revenue and earnings fronts compared to the same period a year ago. The company reported a 2% year-on-year decline in revenue, while its EPS fell 16% compared to the year-ago period.<h2 class="st-heading-2">FISV Remained In Execution Mode In Q1, Says CEO</h2>Fiserv CEO Mike Lyons noted that the company remained in execution mode in Q1. He added that the quarter was supported by stable underlying account and volume trends.“Our team is focused on advancing the One Fiserv Action Plan and while significant work remains, we are encouraged by our progress. We look forward to providing more details on our strategy and medium-term financial outlook at our May 14th Investor Day,” Lyons added.He stated that the company remains confident about its full-year guidance and that it is encouraged by the progress it has made with its productivity initiatives, including Project Elevate.Project Elevate is Fiserv’s two-year strategic AI initiative launched in late 2025 to transform the company’s operational efficiency and client experience. The company announced a collaboration with IBM to leverage the latter’s expertise in technical infrastructure and AI.<h2 class="st-heading-2">How Did Retail Traders React To FISV’s Earnings?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/FISV">Fiserv</a> trended in the ‘extremely bullish’ territory with message volumes at ‘high’ levels. FISV was the top trending ticker on the platform at the time of writing.One bullish user called the FISV stock a long-term investment.<stembedurl>https://stocktwits.com/mseub2/message/652273281</stembedurl>Another user thinks that based on the price-to-earnings ratio alone, the FISV stock should be around $90 to $100 per share.<stembedurl>https://stocktwits.com/Cashflow62/message/652271829</stembedurl><a href="https://stocktwits.com/symbol/FISV">FISV stock</a> is down 6% year-to-date and 66% over the past 12 months. The S&amp;P 500 ETF Trust (SPY) is up 27% over the past 12 months, while the Vanguard Mid-Cap Index Fund ETF Shares (VO) is up 18%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/paypal-turns-to-ai-as-profits-slip-pypl-stock-rises-new-ceo-cost-reduction-plans/cZQwyf4ReBw">PayPal Plans Acceleration Of AI Adoption To Save $1.5B In Costs – ‘We Are Taking Deliberate Steps To Sharpen Our Strategy’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Fiserv logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

FISV Stock Tumbles Pre-Market — Why Are Investors Disappointed?

Fiserv reported earnings per share of $1.79 on revenue of $4.68 billion in Q1, while Wall Street analysts expected an EPS of $1.58 on revenue of $4.73 billion.

Equity

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

<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.

<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.

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