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GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending following a report that it has made an unsolicited $56 billion bid to acquire eBay, sparking intense community debate over the feasibility of the deal and the potential for massive shareholder dilution. The news has reignited long-standing "meme stock" discussions, with traders actively debating whether this is a strategic move to create a retail powerhouse or a risky gamble that will trigger a short squeeze.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing a significant surge driven by high short interest and institutional accumulation, with community members actively discussing a potential short squeeze ahead of the upcoming earnings report. The stock's recent price appreciation is fueled by strong momentum in the voice AI sector and growing confidence in the company's strategic partnerships and competitive positioning.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors react to a viral Wall Street Journal profile highlighting the company's successful pivot into a high-margin software powerhouse and its critical role in the 'Machine Economy' via QNX and NVIDIA partnerships. The community is actively discussing a potential breakout fueled by consistent profitability, massive royalty backlogs, and growing institutional interest in the company's role as the secure, 'invisible' backbone for autonomous transit and physical AI.

Dogecoin is an open-source digital currency based on the "Doge" meme that functions as a peer-to-peer medium for fast payments and digital tipping. Unlike projects backed by corporate entities, its value is driven by a global community, and the project is managed by a decentralized group of volunteers and the non-profit Dogecoin Foundation rather than a formal company.  Originally created in 2013 by software engineers Billy Markus and Jackson Palmer as a market parody, the project held no public sale or venture capital rounds. The network operates as a fork of LuckyCoin, which itself was a fork of Litecoin, using a proof of work consensus mechanism. It employs the Scrypt algorithm to ensure the mining process remains fast and efficient, with new blocks processed every 60 seconds. A unique technical feature is its use of merged mining, allowing miners to secure Dogecoin simultaneously with other Scrypt-based networks like Litecoin.  To keep transaction fees low and the network running indefinitely, Dogecoin features an uncapped supply where new coins are added forever. In a major regulatory milestone in March 2026, a joint SEC and CFTC framework officially classified Dogecoin as a digital commodity, placing it in the same asset category as gold or oil.

Dogecoin

Dogecoin is capturing market attention as bulls attempt to break through key resistance levels, with community discourse fueled by speculation around institutional developments and hopes for a sustained rally. While sentiment remains highly polarized, investors are actively debating the token's potential to front-run broader crypto market movements and its long-term viability as a digital asset.

eBay, Inc. is a commerce company, whose platforms include an online marketplace and its localized counterparts, including off-platform businesses in South Korea, Japan, and Turkey, as well as eBay’s suite of mobile apps. It offers a platform for various product categories, including parts and accessories, collectibles, fashion, electronics, and home & garden. eBay generates revenue mainly through fees from sales, payment processing, and advertising. The company was founded by Pierre Morad Omidyar in September 1995 and is headquartered in San Jose, CA.

EBay Inc.

eBay Inc

eBay is trending following a report that GameStop is building a significant stake in the company as part of a potential multi-billion dollar acquisition strategy. While retail traders are actively debating the feasibility and financial logic of such a massive takeover, the news has sparked significant volatility and speculation regarding the future of both companies.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is trending as community members rally behind various meme coins and utility projects within its ecosystem, while debating the broader crypto market's potential for recovery. Traders are actively monitoring the token's price action and staking opportunities, with community sentiment often focused on the balance between long-term accumulation and short-term volatility.

NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

NIO Inc

NIO is trending as the community scrutinizes upcoming monthly delivery figures, with bullish sentiment fueled by the rapid expansion of battery-swap infrastructure and a strong year-over-year delivery growth trend. While some investors express frustration over price volatility and perceived market manipulation, others are focusing on long-term accumulation, viewing recent pullbacks as entry opportunities ahead of new model launches and anticipated profitability milestones.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

Fannie Mae shares are surging following high-profile endorsements from Bill Ackman and Michael Burry, who labeled the stock "stupidly cheap" and highlighted its significant asymmetric upside potential. Investors are actively debating the timing of a potential privatization and uplisting, with community sentiment split between intense optimism over a long-awaited "halo trade" and skepticism regarding whether the recent price action is a pump-and-dump scheme.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is currently locked in a tense battle near the 80k level, with the community actively debating whether this represents a consolidation phase before a breakout or a sophisticated bull trap. While some investors are bracing for seasonal pullbacks, bullish sentiment remains anchored by the potential for institutional inflows and long-term supply scarcity.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is seeing intense volatility driven by speculative momentum and institutional interest, with traders sharply divided between those betting on the company's critical role in AI photonics and those calling it a highly overvalued bubble. The conversation is dominated by fierce debate over the sustainability of its rapid price appreciation, concerns regarding potential share dilution, and intense skepticism from short-sellers who view the stock as a prime candidate for a significant correction.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Apple Inc.

Tesla Inc

Microsoft Corporation

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<ul class="summary-bullets"><li>Meta raised its 2026 capital expenditure forecast to between $125 billion and $145 billion, up from the previous range of $115 billion to $135 billion, on Wednesday.</li><li>Meta is looking to absorb some of its added CapEx costs by layoffs, including a 10% layoff planned for May.</li><li>Zuckerberg said on Thursday that the company will reduce the size of teams where AI can allow for greater speed and efficiency.</li></ul>Meta Platforms (META) CEO Mark Zuckerberg reportedly addressed employees in a companywide internal meeting on Thursday, attributing the stock’s sharp decline following the company’s first-quarter earnings to investor concerns over raised capital expenditure guidance and expectations of slower growth in the second quarter.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/mark-zuckerberg-blames-slower-sales-on-war-layoffs-on-ai-costs-in-meeting-2e9f8cac">report</a> from The Wall Street Journal, Zuckerberg pinned the roughly 9% drop in share price on Thursday to those factors while maintaining that the company’s long-term trajectory remains very strong.The &nbsp;CEO is now reportedly planning to reduce team sizes and build more apps.<h2 class="st-heading-2">Zuckerberg Addresses Q1 Earnings Reaction</h2>“But I think Q1 was, like, really insanely strong and Q2 is merely strong, and I think the combination of that and the capex increase is what drove the near-term reaction. But I don’t know,” Zuckerberg reportedly told employees about the stock’s drop on Thursday while adding that he still sees a very strong trajectory for Meta’s businesses.Meta raised its 2026 capital expenditure forecast to between $125 billion and $145 billion, up from the previous range of $115 billion to $135 billion, on Wednesday. Meta CFO Susan Li said the higher spending is driven in part by rising memory prices and additional data-center costs needed to support future capacity requirements.Zuckerberg also highlighted challenges to the company's ad business in light of current geopolitical turmoil and highlighted that customers are less likely to purchase discretionary items when they are spending more on gas.<h2 class="st-heading-2">Layoffs And Team Reduction Efforts</h2>Meta is looking to absorb some of its added CapEx costs by layoffs, including a 10% layoff planned for May. Investing more in compute and infrastructure means the company has less to allocate to its employees, the CEO said. “So that means that we do need to take down the size of the company somewhat,” Zuckerberg reportedly said.He also said that the company will reduce the size of teams where AI can allow for greater speed and efficiency. However, a reduction in team size does not necessarily mean layoffs; affected employees will be reassigned to new projects, including building more apps.“Historically, we’ve built like four or five big apps. We want to build a lot more apps, so there’s a bunch of stuff that we’re trying to figure out, and some of this we just need to figure out over time,” Zuckerberg reportedly said.Zuckerberg is reportedly eyeing around 50 new apps, though he intends to start small.Meta’s chief people officer, Janelle Gale, did not rule out the possibility of further layoffs at the meeting, the report said.<h2 class="st-heading-2">How Did META Retail Traders React?</h2>On Stocktwits, retail sentiment around META increased from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.<a href="https://stocktwits.com/symbol/META">META stock </a>has added 11% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/axsm-stock-clocks-best-day-in-about-4-months-on-fda-greenlight-for-alzheimers-drug/cZBMYpQReIQ">AXSM Stock Clocks Best Day In About 4 Months On FDA Greenlight For Alzheimer’s Drug</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Meta Platforms, Inc. is displayed on a smartphone screen, with the company's latest stock market performance, reflecting investor sentiment and trading activity, on April 26, 2025, in Chongqing, China. 

Meta CEO Links Stock Drop To Higher Capex, Plans Team Cuts And More Apps: Report

According to a report from The Wall Street Journal, Zuckerberg pinned the roughly 9% drop in share price on Thursday to the company’s raised capex guidance for 2026. 

Equity

According to a report from The Wall Street Journal, Zuckerberg pinned the roughly 9% drop in share price on Thursday to the company’s raised capex guidance for 2026. 


<ul class="summary-bullets"><li>The mobile payments app will soon reportedly be its own standalone segment within PayPal.</li><li>Gordon Haskett said that it is "worth adding" that Bloomberg reported two months ago that PayPal was drawing takeover looks.&nbsp;</li><li>According to the firm, it is likely that the decision to separate Venmo might have evolved from discussions with bidders.</li></ul>PayPal’s (PYPL) decision to spin off Venmo as a standalone business could foreshadow a sale or a spinoff, according to Gordon Haskett’s head of event-driven research, Don Bilson."Every once in a while, a re-segmenting move like this will foreshadow a sale or a spinoff," according to the research firm, which adds that PayPal "now goes on our breakup watchlist."The comment comes on the heels of a CNBC <a href="https://stocktwits.com/news-articles/markets/equity/pypl-stock-rises-after-considering-splitting-off-venmo-as-standalone-segment-report/cZBAXVsReES">report</a> from Wednesday that said PayPal is considering separating Venmo as a standalone business. PayPal CEO Enrique Lores reportedly told managers that he is reorganizing the firm’s reporting lines for this purpose.The mobile payments app will soon reportedly be its own standalone segment within PayPal. Besides Venmo, PayPal will have two other segments, one a PayPal-branded business for merchants and consumers, and a payment services unit, the report said.<h2 class="st-heading-2">What Does Haskett Think?</h2>Gordon Haskett said that it is "worth adding" that Bloomberg reported two months ago that PayPal was drawing takeover looks and contends that it is "possible, we suppose, that this Venmo idea has evolved from the discussions that Lores and the board have had with folks who approached the company in February."Haskett was referring to a February report from Bloomberg, which stated that PayPal’s rival Stripe is considering acquiring all or parts of PayPal. &nbsp;<h2 class="st-heading-2">How Did PYPL Retail Traders React?</h2>On Stocktwits, retail sentiment around PYPL stock rose from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume increased from ‘low’ to ‘high’ levels. According to platform data, retail chatter around PYPL has increased by over 600% over the past day.A Stocktwits user said that they are now awaiting the company’s first-quarter earnings report, slated for next week.<stembedurl>https://www.stocktwits.com/V0YAGER/message/651879747</stembedurl>Another user opined that the recent news indicates a buyout is in the works for PayPal.<stembedurl>https://www.stocktwits.com/DORITOBOI/message/651870685</stembedurl><a href="https://stocktwits.com/symbol/PYPL">PYPL stock</a> has fallen 24% over the past 12 months.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/viavi-viav-stock-surges-q3-beat-analyst-upgrade/cZBMKigReIE">VIAV Stock Jumps 17% On Q3 Beat – One Analyst Is ‘Even More Bullish Than Management’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

PayPal logo can be seen at its office in San Jose, California, United States on November 23, 2019. 

PYPL Preps Venmo For Sale? Gordon Haskett Sees Spinoff Or Takeover Ahead

The comment comes on the heels of a CNBC report from Wednesday that said PayPal is considering separating Venmo as a standalone business.

<ul class="summary-bullets"><li>Tesla’s decision to retire the two vehicles came amid falling demand; sales of the Model X, S, and Cybertruck vehicles cumulatively accounted for just 3% of Tesla’s overall global deliveries in 2025.&nbsp;</li><li>In the U.S., the Model X is priced at around $100,000, compared to Tesla’s Model Y mass market SUV, which starts at about $40,000.&nbsp;</li><li>According to a study from iSeeCars.com, the demand for used Tesla Model X vehicles remains exceptionally strong even as the broader used-car market slows and non-Tesla electric vehicles struggle with plunging prices and longer selling times.</li></ul>Demand for Tesla Inc’s (TSLA) Model X SUV, slated to end production this quarter, is fast rising in the used vehicle market, according to a new study.Tesla CEO Elon Musk first announced the company’s decision to retire the Model S and X in January. Earlier this month, the CEO said during Tesla’s first-quarter earnings call that the last of the vehicles would be produced at the company’s factory in California in early May.Both the Model S sports sedan and the Model X SUV are Tesla’s more premium vehicles. In the U.S., the Model X is priced at around $100,000, compared to Tesla’s Model Y mass market SUV, which starts at about $40,000.Tesla’s decision to retire the two vehicles came amid falling demand; sales of the Model X, S, and Cybertruck vehicles collectively accounted for just 3% of Tesla’s overall global deliveries in 2025.<h2 class="st-heading-2">What Does The Study Show?</h2>The demand for used Tesla Model X vehicles remains exceptionally strong, even as the broader used-car market slows and non-Tesla electric vehicles struggle with plunging prices and longer selling times.A study from iSeeCars.com, which examined 1- to 5-year-old used cars sold in the first quarters of 2025 and 2026, found the Tesla Model X ranked No. 1 among the 20 fastest-selling used cars. On average, listed Model X vehicles spent just 25.6 days on the market — roughly 0.4 times the overall market average of 58.8 days and far faster than the 60.1 days required for non-Tesla EVs.Three of the top 10 fastest-selling models were Teslas, highlighting the brand’s outsized pull among used-car shoppers. While Tesla Cybertruck occupied the 7th position on the list, the Model Y is the 9th fastest-selling used car, the study noted.Tesla EVs maintained a flat 1.3% share of the 1- to 5-year-old used market in Q1 2026, even as non-Tesla EV share climbed to 2.4%. Average listing prices for Tesla EVs were essentially unchanged year-over-year, dipping a negligible 0.1% to $31,458. By contrast, non-Tesla EV prices fell 10.3% — one of the steepest drops across all powertrain categories.Selling velocity tells a similar story. Tesla EVs moved in an average of 32.4 days during Q1 2026 — the fastest of any major drivetrain group and a full 27.7 days quicker than non-Tesla EVs. The entire market slowed slightly, but Tesla vehicles continued to clear dealer lots and private listings.<h2 class="st-heading-2">How Did TSLA Retail Traders React?</h2>On Stocktwits, retail sentiment fell from ‘extremely bullish’ to ‘bullish’ territory over the past 24 hours, while message volume reduced from ‘high’ to ‘low’ levels.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> rose 34% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/qualcomm-ceo-cristiano-amon-banks-ai-agents-create-demand/cZBMWXBRe4y">Qualcomm CEO Cristiano Amon Banks On AI Agents To Create Demand For Tokens Across Phones, PCs, Cars</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tesla Model X Plaid car is displayed on March 31, 2023 in Kunming, Yunnan Province of China. (Photo by Liu Ranyang/China News Service/VCG via Getty Images)

Production Dead, Demand Alive: Used Tesla Model X Is Flying Off Lots

Earlier this month, Tesla CEO Elon Musk said during Tesla’s first-quarter earnings call that the last of the company’s Model X vehicles would be produced at its factory in California in early May. 

<ul class="summary-bullets"><li>Amon added that AI agents will require significant Central Processing Unit activity across devices, creating an opportunity for agent-driven devices that will drive an upgrade cycle for both companies and consumers.</li><li>He said that all the AI companies see end-consumer devices as the endpoints for AI and agents.</li><li>Amon also touted that Qualcomm has one of the best CPUs in the world for data centers, and that the company is building data center capabilities through custom chips and inference accelerators.</li></ul>Qualcomm Inc. (QCOM) CEO Cristiano Amon reportedly said on Thursday that the emergence of AI agents will help the company establish itself in the artificial intelligence segment across all devices it supports.During an interview with CNBC, Amon highlighted the evolution of the AI industry, which has moved from data centers and foundational models to AI agents that will now help generate demand for tokens.“In the very beginning, it was about training… you have data centers, create foundational models for AI. Then, as you create those models, you start generating tokens, then you have inference,” Amon said, adding how the inference market evolved differently when compared to the training market.He stated that the data center market then began to disaggregate, with the focus shifting away from Graphics Processing Units (GPUs) toward Neural Processing Units (NPUs).&nbsp;“Now we have something super interesting, which is agents. That is what will actually generate the demand for tokens. And that positions Qualcomm very well, because now it creates an opportunity across devices that we serve today… from phones, personal computers to cars,” Amon said.A token is a unit of data processed by AI models during training and inference, obtained by breaking larger chunks of information into smaller ones. AI models process these tokens to establish relationships among them and perform reasoning, generation, and prediction.<a href="https://stocktwits.com/symbol/QCOM">Qualcomm shares</a> were up nearly 17% in Thursday morning’s trade.&nbsp;QCOM was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">Agent-Driven Future Of AI Across Devices</h2>Amon added that AI agents will require significant Central Processing Unit (CPU) resources to run across devices, creating an opportunity for agent-driven devices that will drive an upgrade cycle for both companies and consumers.He said that all the AI companies see end-consumer devices as the endpoints for AI and agents.“As you’d expect, we’re working with all of them as they all think of personal AI devices, new categories of devices, what are phones going to look like… we’re working with all of those companies,” Amon added.He also touted Qualcomm as having one of the best CPUs in the world for data centers, and that the company is building data center capabilities through custom chips and inference accelerators.Amon stated that the rise of AI agents is reshaping the roadmap for every platform Qualcomm is developing, and added that an initial shipment of custom silicon chips to a leading hyperscaler is on track for later this year.<h2 class="st-heading-2">Wall Street Turns Bullish</h2>According to TheFly, analysts at Cantor Fitzgerald raised their price target on Qualcomm to $150 from $135 while maintaining a ‘Neutral’ rating on the stock. The firm highlighted Qualcomm’s custom silicon win with a large hyperscaler, as well as its expectation that handset demand will bottom out in the third quarter (Q3), as reasons for its optimism.RBC Capital analysts echoed similar sentiments while hiking the price target to $175 from $150, with a ‘Sector Perform’ rating on the QCOM stock.Qualcomm reported earnings per share (EPS) of $2.65 on revenue of $10.6 billion in the second quarter (Q2), compared to Wall Street estimates of an EPS of $2.58 on revenue of $10.56 billion, according to Fiscal.ai data.The company reported EPS of $2.85 on revenue of $10.84 billion during the same period a year ago.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/QCOM">Qualcomm</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.One user stated that the custom silicon story is finally getting priced into the QCOM stock.<stembedurl>https://stocktwits.com/OrvilleEdmund/message/651825224</stembedurl>Another bullish user stated that Qualcomm is the best AI chip play now.<stembedurl>https://stocktwits.com/StoneFoxCapital/message/651889317</stembedurl><a href="https://stocktwits.com/symbol/QCOM">QCOM stock</a> is up 6% year-to-date and 22% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 29% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 40%.The Vanguard S&amp;P 500 ETF (VOO) and the iShares Core S&amp;P 500 ETF (IVV) are up 29% during this period.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sandisk-q3-revenue-soar-178-wall-street-estimate-ai-memory-prices-sndk-stock/cZBMg7IRe4D">Wall Street Expects SanDisk’s Q3 Revenue To Surge 178% — Wedbush Hikes SNDK Stock Price Target By 62%</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cristiano Amon, CEO & President, Qualcomm, on Centre Stage during day one of Web Summit 2024 at the MEO Arena in Lisbon, Portugal. (Photo By Shauna Clinton/Sportsfile for Web Summit via Getty Images)

Qualcomm CEO Cristiano Amon Banks On AI Agents To Create Demand For Tokens Across Phones, PCs, Cars

During an interview with CNBC, Amon highlighted the evolution of the AI industry, which has moved from data centers and foundational models to AI agents that will now help generate demand for tokens.

<ul class="summary-bullets"><li>Microsoft provided solid guidance for its fiscal fourth quarter ending June 30, 2026, projecting total revenue between $86.7 billion and $87.8 billion.</li><li>For the fourth quarter, the company sees capital expenditure of over $40 billion.&nbsp;</li><li>The Intelligent Cloud segment, which includes Azure, was the standout performer in Q3.</li></ul>Shares of Microsoft Corp. (MSFT) fell more than 1.8% in after-hours trading on Wednesday despite the company reporting fiscal third-quarter results that beat Wall Street expectations across the board, as investors once again zeroed in on the company’s aggressive capital spending on artificial intelligence infrastructure and cloud capacity.Despite the robust execution and accelerating AI momentum, the market reaction was muted. Microsoft reported capital expenditures of $30.9 billion during the quarter — a sharp increase from the prior year — as it continues to pour money into AI data centers, chips, and cloud infrastructure. Investors have grown increasingly focused on the near-term margin and free-cash-flow impact of this spending binge, even as Azure growth remains strong.CEO Satya Nadella struck an optimistic note on the AI opportunity. “We are focused on delivering cloud and AI infrastructure and solutions that empower every business to eval-max their outcomes in the agentic computing era,” he said. “Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year.”<h2 class="st-heading-2">Microsoft’s Q4 Guidance</h2>Microsoft provided solid guidance for its fiscal fourth quarter ending June 30, 2026, projecting total revenue between $86.7 billion and $87.8 billion, which implies 13% to 15% year-over-year growth. The outlook reflects continued acceleration in its commercial cloud business, particularly Azure and Microsoft Cloud, although it is partly offset by softer consumer PC demand and seasonal patterns. Chief Financial Officer Amy Hood highlighted that the quarter will include roughly $900 million in one-time costs related to a voluntary retirement program, which will weigh on both cost of goods sold and operating expenses.For the fourth quarter, the company sees capital expenditure of over $40 billion. For the full year, the company expects capital expenditure of $190 billion.<h2 class="st-heading-2">MSFT Q3 Numbers</h2>Microsoft reported total revenue of $82.9 billion for the quarter ended March 31, 2026, up 18% from a year earlier, and ahead of analyst estimates of roughly $81.3 billion. Earnings per share came in at $4.27, comfortably surpassing consensus forecasts around $4.06.The Intelligent Cloud segment, which includes Azure, was the standout performer, with revenue climbing 30% to $34.7 billion. Azure and other cloud services grew 40%, while overall Microsoft Cloud revenue reached $54.5 billion, up 29%. Productivity and Business Processes revenue rose 17% to $35.0 billion, helped by continued strength in Microsoft 365 and Dynamics 365. The More Personal Computing segment was the lone soft spot, dipping 1% to $13.2 billion.Still, with the stock already down roughly 10% year-to-date amid broader concerns about the payback period on massive AI investments, Wall Street appeared to weigh the heavy spending more heavily than the beat.<h2 class="st-heading-2">How Did MSFT Retail Traders React?</h2>On Stocktwits, retail sentiment around MSFT rose from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.A Stocktwits user expressed doubts about big tech companies, including Microsoft, raising their CapEx guidance, and noted that they are overpaying massively.<stembedurl>https://www.stocktwits.com/MissionImpossibl/message/651831886</stembedurl><a href="https://stocktwits.com/symbol/MSFT">MSFT stock</a> has gained 8% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/intc-shares-rise-after-hours-on-president-trumps-truth-social-endorsement/cZBASuMReEN">INTC Shares Rise After Hours On President Trump’s Truth Social Endorsement</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The OpenAI logo appears on a smartphone screen with the Microsoft logo in the background. 

Beat Meets Bill: MSFT Stock Slips On AI Expenditure Concerns Despite Strong Q3

With the stock already down roughly 10% year-to-date amid broader concerns about the payback period on massive AI investments, Wall Street appeared to weigh the heavy spending more heavily than the earnings beat. 

<ul class="summary-bullets"><li>The rally accelerated sharply after Intel’s first-quarter earnings, reported on April 23.</li><li>While GPUs still dominate training, the rise of inference workloads and “agentic AI” systems is driving demand for high-performance Intel server chips.</li><li>Under CEO Lip-Bu Tan, the company has signaled that this momentum will carry through the rest of 2026 and into 2027. &nbsp;</li></ul>Shares of Intel Corp (INTC) jumped 3% after hours on Wednesday after President Donald Trump highlighted its recent rally in a post on Truth Social.“Intel Stock continues to rise…Congratulations to Intel on doing such a great job and, more importantly, congratulations to the People of the United States for making such a good investment!,” Trump said in a post on Truth Social.The chipmaker’s stock has now surged roughly 100% in April alone and more than 140% year-to-date, turning in one of the strongest performances among major U.S. technology names in 2026.<h2 class="st-heading-2">INTC Rally</h2>The rally accelerated sharply after Intel’s first-quarter earnings, reported on April 23. Revenue rose 7% year-over-year to $13.6 billion, beating Wall Street estimates by about 9%. The Data Center and AI segment posted particularly strong results, growing 22% to $5.05 billion. Adjusted earnings per share came in at $0.29, crushing consensus expectations of roughly $0.01–$0.02. The company also issued upbeat guidance for the current quarter, forecasting revenue of $13.8 billion to $14.8 billion.While GPUs still dominate training, the rise of inference workloads and “agentic AI” systems is driving demand for high-performance Intel server chips. Hyperscalers are refreshing data centers faster than expected, and tight supply has even forced Intel to sell previously written-off inventory.Under CEO Lip-Bu Tan, the company has signaled that this momentum will carry through the rest of 2026 and into 2027. “The next wave of AI will bring intelligence closer to the end user,” Tan said, pointing to growing needs for CPUs and advanced packaging in inference and edge computing.The Trump administration in August purchased a 10% stake in Intel, paying $20.47 per share, to aid its turnaround. The move provided the company with immediate capital and a powerful vote of confidence at a time when its fortunes had faltered.<h2 class="st-heading-2">How Did INTC Retail Traders React?</h2>On Stocktwits, retail sentiment around INTC stock stayed within the ‘extremely bullish’ territory while message volume remained at ‘extremely high’ levels.A Stocktwits user expressed optimism for the stock rallying on Thursday.<stembedurl>https://www.stocktwits.com/CarmenSD/message/651828131</stembedurl><a href="https://stocktwits.com/symbol/INTC">INTC stock</a> has gained nearly 366% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-can-only-be-fired-from-spacex-if-he-says-so-report/cZBA9QdReEh">SpaceX IPO Has A Stunning Clause Even Tesla Didn't Think Of — Elon Musk Can Only Be Fired If He Says So: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an Intel logo is displayed on the screen of a smartphone. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

INTC Shares Rise After Hours On President Trump’s Truth Social Endorsement 

Trump noted in a post on Truth Social that INTC stock “continues to rise.”

VTI or VOO: Which Vanguard ETF Should You Buy During a Market Sell-Off?

Key PointsThe Vanguard S&P 500 ETF (VOO) focuses on U.S. large-cap stocks...

<ul class="summary-bullets"><li>This will make it easier for PayPal to sell the business to another firm, CNBC reported, citing people familiar with the matter.</li><li>Besides Venmo, PayPal will have two other segments: a PayPal-branded business for merchants and consumers and a payment services unit.</li><li>PYPL’s recent share drop has reportedly drawn buyout interest from its rival Stripe.&nbsp; &nbsp;</li></ul>Shares of PayPal (PYPL) jumped 3% on Wednesday following a media report that the firm is considering separating Venmo as a standalone business.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/04/29/paypal-restructures-venmo-standalone-unit.html">report</a> from CNBC, PayPal CEO Enrique Lores told managers that he is reorganizing the firm’s reporting lines for this purpose. Lores joined PayPal as CEO in March, replacing Alex Chriss.The mobile payments app will soon reportedly be its own standalone segment within PayPal. This will make it easier for PayPal to sell the business to another firm, CNBC reported, citing people familiar with the matter who also added that the company is looking to recruit a digital banking executive to run Venmo.<h2 class="st-heading-2">Other Segments At PayPal, Bidder Interest</h2>Besides Venmo, PayPal will have two other segments, one a PayPal-branded business for merchants and consumers, and a payment services unit, the report said.The company’s recent share price drop has reportedly drawn bidder interest from its rival Stripe as well as others who are eyeing parts or the whole of the company.<h2 class="st-heading-2">Layoffs Ahead?</h2>As per CNBC, PayPal might also be on the brink of a broad round of layoffs as former CEO Chriss tasked managers with coming up with 15% headcount reductions earlier this year. However, once Chriss left, the plans were left in limbo, the report noted.Paypal is slated to report its first-quarter earnings next week. Analysts on average expect the firm to report revenue of $8.05 billion, but earnings per share of $1.27, below the $1.33 reported in the corresponding quarter of 2025.<h2 class="st-heading-2">How Did PYPL Retail Traders React?</h2>On Stocktwits, retail sentiment around PYPL stock rose from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume increased from ‘low’ to ‘normal’ levels.A Stocktwits user opined that PayPal is “finally cleaning up the mess.”<stembedurl>https://www.stocktwits.com/AthenaWagner/message/651799453</stembedurl>Another user said that splitting Venmo “makes sense” and termed the decision a double win for shareholders.<stembedurl>https://www.stocktwits.com/SteveTheStampede/message/651798459</stembedurl><a href="https://stocktwits.com/symbol/PYPL">PYPL stock</a> has fallen 23% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-can-only-be-fired-from-spacex-if-he-says-so-report/cZBA9QdReEh">SpaceX IPO Has A Stunning Clause Even Tesla Didn't Think Of — Elon Musk Can Only Be Fired If He Says So: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of PayPal Holdings Inc. 

PYPL Stock Rises After Considering Splitting Off Venmo As Standalone Segment: Report

According to a report from CNBC, PayPal CEO Enrique Lores told managers that he is reorganizing the firm’s reporting lines for this purpose.

<ul class="summary-bullets"><li>Visa shares jumped on Wednesday after the firm expanded its stablecoin settlement program to five additional blockchains.</li><li>Polygon was added as a key rail, as the network leads USD stablecoin activity with about 34% of transfers and over 50% of USDC volume.</li><li>The expansion reflects rising institutional demand for faster, blockchain-based settlement, with Visa positioning itself as a multi-chain payments layer.</li></ul>Visa Inc (V) shares rallied on Wednesday after the payments giant announced it had added five blockchains to its global stablecoin settlement program, as the initiative reached a $7 billion annualized run rate.&nbsp;The expansion&nbsp;to a total of nine blockchains for its pilot is meant to&nbsp;enable issuers and acquirers to settle transactions across&nbsp;multiple chains, reflecting growing demand for stablecoin-based payments. Polygon (POL) became one of the supported chains in the program, which now spans multiple blockchain ecosystems.“Our partners are building in a multi-chain world, and they expect their options to reflect that reality,” said Rubail Birwadker, Global Head of Growth Products and Strategic Partnerships at Visa. “Expanding our stablecoin settlement pilot program to more blockchains means our partners can choose the networks that best fit their needs, while relying on Visa to provide a common settlement layer across all of them.”<a href="https://stocktwits.com/symbol/V">Visa’s stock</a> was up over 9% during afternoon trading hours. On Stocktwits, the retail sentiment around V moved to ‘bullish’ from ‘neutral’ zone, while chatter around it rose to ‘extremely high’ from ‘high’ over the past day.<h2 class="st-heading-2">Polygon Gains Ground In Stablecoin Payments</h2>Polygon’s addition comes as the network has emerged as a leading platform for stablecoin transactions.&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://polygon.technology/blog/visa-partners-can-now-settle-stablecoins-on-polygon">Data</a> showed it accounts for roughly 34% of USD-denominated stablecoin transfers, more than double the next-largest blockchain, and over 50% of USD coin (USDC) transaction volume.The network has also seen rising activity in recent months, with stablecoin usage and transaction volumes reaching record levels. Transaction costs remain fractions of a cent, with recent fee structure updates aimed at improving predictability for institutional users.Visa’s move connects its settlement infrastructure to one of the most active networks for dollar-based digital payments, as financial institutions increasingly explore blockchain rails for real-world transaction flows.<h2 class="st-heading-2">Stablecoin Push Expands Across Networks</h2>The expansion builds on Visa’s broader effort to integrate stablecoins into its global payments infrastructure. The company said in the press release that its settlement pilot now supports multiple blockchains, reflecting a shift toward multi-chain systems as digital assets move further into mainstream financial use.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/clarity-act-to-get-fast-tracked-says-senator-thom-tillis/cZBABcnReEJ">CLARITY Act To Get Fast-Tracked, Says Senator Thom Tillis – Calls For 'Good Faith' On Stablecoin Yield</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Visa highlighted that Spanish financial services firm BBVA has been working in the VTAP sandbox throughout this year.

Visa Rallies After Stablecoin Settlement Hits $7 Billion, Adds Five New Blockchains

The collaboration reflects a broader shift toward multi-chain infrastructure as digital asset usage moves into mainstream financial systems.

<ul class="summary-bullets"><li>Tesla said earlier this month that it continues to see improved FSD adoption, with about 1.3 million paid customers globally.</li><li>Tesla is now eyeing EU-wide approval for FSD, in addition to approval in China.</li><li>Tesla does not engage in traditional advertising, relying on word of mouth and its several affiliated X accounts to disseminate information and promote its products.</li></ul>Gary Black, Managing Partner of The Future Fund LLC and a veteran Tesla (TSLA) commentator, publicly urged the electric-vehicle maker Tuesday to treat its communications strategy as a critical weakness and invest heavily in marketing Full Self-Driving (FSD) driver assistance technology to mainstream consumers.In a detailed post on X, Black argued that overly optimistic Tesla bulls continue to assume FSD’s technical superiority will drive adoption on its own — a mindset he compared to the “delusional” 2020–2021 forecasts of 20 million vehicle deliveries by 2030 that were later quietly dropped after two years of declining vehicle sales in 2024 and 2025.“Far too many $TSLA bulls think FSD is so good it will magically sell itself,” Black wrote. “TSLA needs to invest in world-class comms to educate potential consumers about the benefits of FSD vs others’ unsupervised autonomous platforms. Only then will TSLA FSD take rates move higher from their current mid-teens level to the 40%–50% take rates…”Tesla does not engage in traditional advertising, instead relying on word of mouth and its several affiliated X accounts to disseminate information and promote its products.<h2 class="st-heading-2"> FSD Adoption</h2>Tesla said earlier this month that it continues to see improvements in FSD adoption, with about 1.3 million paid customers globally. The company received approval for FSD in the Netherlands earlier this month, making it the first European country to approve the technology. Tesla is now eyeing EU-wide approval, in addition to approval in China.Unlike what the name suggests, Tesla’s FSD is yet to enable wholly autonomous driving in customer vehicles and requires active driver supervision.Black, for his part, has often called upon Tesla to better market its ease of charging and full self-driving driver assistance technology to reach more consumers.At the May 2023 Tesla shareholder meeting, Tesla CEO Elon Musk stated that the company would "try a little advertising and see how it goes". He acknowledged that relying solely on X was "preaching to the converted" and didn't reach a wider audience.Musk envisioned ads that were informative, aesthetic, and "not something you regret watching". The goal was to educate consumers on features like safety, affordability, and utility, particularly as competition in the EV market intensified.However, the team hired for traditional advertising was disbanded in 2024, with Musk criticizing their output as “too generic” without specific references to Tesla.<h2 class="st-heading-2">Retail Sentiment On TSLA</h2>On Stocktwits, retail sentiment around TSLA stock stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume remained at ‘high’ levels.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> has gained 32% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/nio-stock-gains-after-co-begins-pre-sales-of-onvo-suv/cZBo5pCRedv">NIO Stock Gains After Co Begins Pre-Sales Of Onvo SUV: Retail Sees ‘Sharp’ Jump In Share Price</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Vehicles, including a Tesla Cybertruck, are parked at the National City Marine Terminal. (Photo by Kevin Carter/Getty Images)

TSLA FSD Won’t Sell Itself Without Major Marketing Push, Fund Manager Says

The Future Fund Managing Partner on Tuesday urged the electric-vehicle maker to treat its communications strategy as a critical weakness.

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