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The market is experiencing significant volatility as investors digest a contentious presidential address regarding ongoing geopolitical tensions in the Middle East, leading to conflicting reactions from bulls hoping for stability and bears anticipating further downside. Community discourse is currently dominated by intense frustration over market manipulation, with active debate centered on whether the recent price swings are driven by genuine geopolitical threats or tactical, news-driven trading patterns.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is capturing investor attention as the AI hardware sector navigates high-stakes geopolitical tensions and volatility surrounding U.S. policy in the Middle East. While community sentiment remains split between bullish long-term conviction in AI infrastructure dominance and bearish concerns over potential short-term pullbacks, traders are intensely focused on how upcoming policy updates will impact the stock's stability.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin is gaining significant community momentum as it approaches its one-year anniversary and the 4/20 holiday, with participants highlighting its organic culture and focus on decentralizing cannabis-related utility. Investors and enthusiasts are actively discussing the project's long-term stability and its unique role in merging blockchain technology with the global cannabis movement.

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 experiencing high volatility driven by geopolitical tensions in the Middle East and market speculation regarding a high-stakes presidential address. Community discourse remains deeply polarized, with traders debating whether the asset will break through resistance levels or succumb to a broader market sell-off.

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

Tesla Inc

Tesla is seeing intense market volatility driven by a convergence of speculative catalysts, including the high-stakes SpaceX IPO filing and the anticipation of Q1 delivery figures. Investors are currently weighing a potential 'halo effect' from the Musk ecosystem against broader concerns over demand, manufacturing costs, and the company's valuation relative to traditional automotive metrics.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is experiencing heightened volatility and intense social media scrutiny as investors debate its role as a leveraged Bitcoin proxy amid broader market instability. The community remains deeply polarized, with active discussions focusing on the impact of share dilution, the company's aggressive debt-funded treasury strategy, and whether recent price action reflects a sustainable recovery or an impending structural collapse.

AleAnna, Inc. operates as a technology-driven energy company, which engages in supplying low-carbon natural gas and renewable natural gas to Italy. The company was founded in 2007 and is headquartered in Dallas, TX.

AleAnna Inc. - Ordinary Shares - Class A

AleAnna Inc. is seeing intense activity driven by its recent quarterly earnings report, which highlighted massive revenue growth, alongside ongoing market speculation regarding Middle Eastern oil supply disruptions. Investors and community members are actively debating the stock's potential for a short squeeze due to high borrowing costs and low share availability, while sentiment remains polarized between those holding for a long-term energy play and those cautioning against potential volatility.

Applied Digital Corporation

Applied Digital is currently navigating extreme volatility as investors weigh the stock's long-term growth potential against broader macroeconomic fears and ongoing geopolitical uncertainty surrounding the Iran conflict. While the community remains deeply divided between long-term bulls highlighting robust AI infrastructure demand and skeptical traders wary of debt concerns, active discussions are intensely focused on upcoming earnings and potential hyperscaler lease announcements as critical catalysts for a rebound.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently surging on high momentum as market speculation around a major SpaceX IPO acts as a powerful catalyst for the entire aerospace sector. Investors are actively debating whether this sector-wide rally will lead to a sustained breakout for Rocket Lab or if the hype cycle will ultimately result in a liquidity shift toward newer public offerings.

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

Globalstar Inc.

Globalstar is trending due to reports that Amazon is in advanced talks to acquire the company to bolster its satellite internet ambitions and compete with Starlink, sparking widespread community debate over a potential bidding war involving Apple and SpaceX. Investors are actively discussing the implications of Amazon's reported interest, potential buyout valuations, and whether Globalstar's strategic spectrum assets could trigger a broader consolidation in the satellite sector.

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<ul class="summary-bullets"><li>OWL said the offering price represents a discount of approximately 33.2% to net asset value, which is well below what the Board believes to be the potential long-term value of OBDC II shares.</li><li>Blue Owl said in reaching its conclusion, the Board has consulted with members of management and its financial and legal advisors, and reviewed the terms and conditions of the offer.</li></ul>Blue Owl Capital Corporation II (OBDC II) on Friday said that its Board of Directors has unanimously recommended that shareholders reject the unsolicited minority tender offer from Cox Capital Partners and Saba Capital Management for up to 8 million shares of OBDC II for approximately $30 million.&nbsp;The company said that it believes the minority offer from Cox and Saba is an attempt to capture value at the expense of OBDC II shareholders. The offering price represents a discount of approximately 33.2% to net asset value, which is well below what the Board believes to be the potential long-term value of OBDC II shares.Blue Owl said in reaching its conclusion, the Board has consulted with members of management and its financial and legal advisors, reviewed the terms and conditions of the offer and has also considered other information related to the fund's historical financial performance, portfolio of assets and future opportunities.<h2 class="st-heading-2">Why To Reject?</h2>The firm said that Cox and Saba's offer price is inadequate, arbitrary and substantially undervalues OBDC II's assets and ongoing access to liquidity.&nbsp;Tendering will prohibit OBDC II shareholders from receiving future distributions and realizing any appreciation in the value of their shares in the future, Blue Owl said in a statement.&nbsp;<h2 class="st-heading-2">Cox And Saba Offer</h2>Last month, Saba Capital and Cox Capital Partners announced cash tender offers for shares in business development companies (BDC) that are owned by Blue Owl. Cox and Saba at the time had said that the offer price was expected to be at a 20-35% discount to the most recent estimated net asset value and dividend reinvestment price.&nbsp;The tender offers came at a time when Blue Owl said that it will permanently stop allowing redemptions from Blue Owl Capital Corp. II, a semi-liquid private credit fund marketed to U.S. retail investors.&nbsp;<h2 class="st-heading-2">How Did Stocktwits’ Users React?</h2>Retail sentiment around OWL trended in ‘neural’ territory amid ‘low’ message volume.&nbsp;Shares in the company have fallen 41.5% so far in 2026.&nbsp;

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

Why Is Blue Owl Board Urging Shareholders To Reject Minority Offer From Cox And Saba?

The company said that it believes the minority offer from Cox and Saba is an attempt to capture value at the expense of OBDC II shareholders.

Equity

The company said that it believes the minority offer from Cox and Saba is an attempt to capture value at the expense of OBDC II shareholders.


<ul class="summary-bullets"><li>Robinhood app’s&nbsp;ADVs fell 35% year-over-year to $336 million during the month of February.&nbsp;</li><li>The company said that its Total Platform Assets at the end of February were $314 billion down 3% from the end of January 2026, but up 68% year-over-year.&nbsp;</li></ul>Robinhood shares fell as much as 2% during Thursday’s post market hours after it released its February’s monthly metrics.&nbsp;The company said that its Total Platform Assets at the end of February were $314 billion, down 3% from the end of January 2026, but up 68% year-over-year.&nbsp;<h2 class="st-heading-2">Other Metrics</h2>Robinhood’s equity Notional Trading Volumes were $194.4 billion, down 4% on sequential basis, but were up 36% year-over-year. Its Average daily volumes (“ADVs”) were $10.2 billion, also down 11% from January 2026, but up 36% year-over-year.&nbsp;Robinhood app’s&nbsp;ADVs fell 35% year-over-year to $336 million during the month of February.&nbsp;Its Crypto Notional Trading Volumes were $25.0 billion, up 74% year-over-year, as bitcoin continues to stay robust after a record selloff triggered earlier in the month.&nbsp;Cash and Deposit balances at the end of February were $16.5 billion, up 67% year-over-year. Robinhood, in February 2026, updated its brokerage High-Yield Cash program to fund growth in margin lending, which resulted in over $6 billion of Cash Sweep balances moving to free credit balances, it said.&nbsp;&nbsp;<h2 class="st-heading-2">BTC Solidification?</h2>Bitcoin price at the time of writing edged lower by 0.06% to $70,424 mark. Meanwhile retail sentiment on BTC trended in ‘neutral’ territory.&nbsp;One user on Stocktwits said “Bitcoin is currently holding $70,200, marking a successful stabilization above the psychological $70k barrier”.<stembedurl>https://stocktwits.com/JaredSotken/message/647411538</stembedurl>Another user predicted BTC to go down below $70k mark on Friday.&nbsp;<stembedurl>https://stocktwits.com/skitime/message/647410360</stembedurl><h2 class="st-heading-2">SEC – CFTC Comes Together</h2>The coordination between Securities and Exchange Commission and the Commodity Futures Trading Commission by signing a memorandum of understanding (MOU) to formally coordinate oversight, ending decades of rivalry, removes the uncertainty over crypto-related firms like Robinhood whom to report to.&nbsp;The coming together of these two government agencies is expected to reduce legal costs for crypto firms who earlier were forced to comply with two different regulatory regimes put in place by SEC and CFTC.&nbsp;&nbsp;

Robinhood Markets Inc company logo is displayed on a smartphone screen with United States dollar banknotes in the background. 

Robinhood Stock Down After Release Of February Platform Performance Numbers

Robinhood’s Crypto Notional Trading Volumes were $25.0 billion in February, up 74% year-over-year, as bitcoin continues to stay robust after a record selloff triggered earlier in the month. 

Robinhood Stock Down After The Release Of Robinhood Stock Down After Release Of February Platform Performance NumbersFeb. Month Platform Performance Numbers

Robinhood’s Crypto Notional Trading Volumes were $25.0 billion in February, up 74% year-over-year, as bitcoin continues to stay robust after a record selloff triggered earlier in the month. 


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

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

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

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

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

<ul class="summary-bullets"><li>Needham maintained a “Buy” rating with a $300 price target for Reddit</li><li>The firm says Reddit is the fastest-growing company in its coverage.</li><li>Needham added Reddit to its ‘Conviction buy’ list, replacing Roku.</li></ul>Reddit’s stock (<a href="https://stocktwits.com/symbol/RDDT">RDDT</a>) was in the spotlight on Tuesday after analysts at Needham named it as its top pick for 2026 and added the stock to its ‘Conviction buy’ list by replacing Roku. Needham maintained its “Buy” rating, with a $300 price target, citing the platform’s 100% human-created content as the key differentiator.According to TheFly, analysts at Needham believe Reddit’s authentic content optimizes trust and value for large language models (LLMs), making it attractive.They added that Reddit already generates over $100 million per year in fees from OpenAI and Google's Gemini, and this could double with Anthropic and Perplexity fees.Needham also noted that Reddit is the fastest-growing company in its coverage, while its Performance Ads offer "full-funnel ad solutions" and a larger share of ad budgets.<h2 class="st-heading-2">OpenAI, Google AI Content Licensing Deal</h2>Reddit has been partnering with OpenAI since 2024 to bring its content to ChatGPT under the deal. In this arrangement, both OpenAI and ChatGPT use Reddit’s application programming interface, which also distributes Reddit's content. As part of the deal, OpenAI also became Reddit's advertising partner.Before its IPO, Reddit had also struck an AI content licensing deal with Google worth about $60 million per year, according to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22/">report</a> from Reuters. The deals underscored the company's efforts to generate more revenue amid fierce competition from other major players, such as Meta’s Facebook.<h2 class="st-heading-2">AI Bet Paying Off</h2>Reddit has been seeing its AI-powered advertising tools attract more marketing spending on the platform. During the third quarter (Q3) earnings call, its Chief Operating Officer, Jen Wong, told analysts that Reddit’s total active advertiser count expanded by over 75% year-over-year.It has prompted Reddit to forecast current-quarter revenue at the higher end of analyst estimates, according to Fiscal.ai data. The company expects fourth quarter revenue (Q4) to be between $655 million and $665 million, in line with analyst projections of $665 million.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around the RDDT trended in “bearish” territory amid “normal” message volume.&nbsp;<figure class="image"><img style="aspect-ratio:643/71;" src="https://news.stocktwits-cdn.com/rddt_PNG_ec1f193863.webp" alt="Retail sentiment around the RDDT trended in “bearish” territory amid “normal” message volume. " width="643" height="71"></figure> For updates and corrections, email newsroom[at]stocktwits[dot]com.Editor's Note: The story has been updated to reflect the correct name of Reddit's COO.

In this photo illustration, a Reddit logo is seen displayed on a smartphone with an Artificial Intelligence (inscriptions) in the background. (Photo Illustration by Avishek Das/SOPA Images/LightRocket via Getty Images)

Why Reddit Is Needham’s ‘Top Pick’ For 2026 After A 40% Surge

Analysts cite Reddit’s 100% human-created content and fast-growing ad platform as key drivers of future revenue.

Why Reddit Stock Is Needham’s ‘Top Pick’ For 2026 After A 40% Surge

DoorDash (DASH) shares surged 9% in premarket trading on Thursday after&nbsp;the company reported strong quarterly results and a forecast, but retail investors warned of potential profit booking in the regular session.Shares were even higher in Wednesday's after-market trading, and a retail trader on Stocktwits <a href="https://stocktwits.com/firehorse/message/624039946">noted</a> at the time that, should the gains hold, DoorDash would be valued at par with&nbsp;<a href="https://stocktwits.com/symbol/FDX">FedEx (FDX)</a> and&nbsp;<a href="https://stocktwits.com/symbol/UPS">United Parcel Service (UPS)</a> combined.As of the last close, DoorDash was valued at $109.36 billion, while the combined market cap of the two legacy courier companies was $126.46 billion, according to TradingView.On Stocktwits, the retail sentiment for DASH shifted to 'extremely bullish' as of early Thursday, from 'bullish' the previous day, with message volume rising over 200% in the past 24 hours.Users generally posted&nbsp;positive comments about the results, which exceeded Wall Street's expectations, albeit with a cautionary note."$DASH Huge profit taking at open just like last time. This will dump 10 points in seconds," one said.<stembedurl>https://stocktwits.com/Skies88/message/624056931</stembedurl>"Parabolic moves get noticed and punished at open. Take your profits and run!" another said.<stembedurl>https://stocktwits.com/Skies88/message/624058249</stembedurl>DoorDash reported second-quarter results that beat the Street's expectations for revenue, adjusted profit, and gross merchandise value (GMV), and also forecast Q3 GMV higher than expectations.The results show robust demand for food delivery services, particularly in its main markets such as the U.S. and Canada. To its credit, DoorDash has also broadened its delivery offerings beyond food recently to include groceries, alcohol, electronics, and beauty items, helping it drive up orders.Rival Uber Eats' parent Uber (UBER.N) also forecast a strong third quarter earlier in the day, banking on robust demand for ride-hailing and deliveries.The results come close on the heels of major acquisitions. In May, DoorDash acquired British food delivery startup Deliveroo for about $3.9 billion and restaurant technology company SevenRooms for $1.2 billion.<a href="https://stocktwits.com/symbol/DASH">DoorDash’s shares</a> have risen 54% year-to-date. If the pre-market move holds in Thursday’s session, it would be the stock’s best performance in about four months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

(Photo Illustration by Emily Dulla/Getty Images for DoorDash)

DoorDash Could Be Nearly Worth FedEx And UPS Combined If Premarket Surge Holds: Retail Cheers Strong Q2, Outlook

DoorDash shares were up 9% premarket; however, some retail investors warned of potential profit-booking ahead of the market open.

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Current Price	$260.55
Prev Close	$257.35
Open	$259.46
Dividend Yield	N/A
50-Day Moving Average	$271.62
Beta	N/A
Avg. Volume	252,951.52
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52-Week High	$298.66
52-Week Low	$209.64
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