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SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is facing high volatility as investors speculate on the timing of the 80th clinical event, with the community actively debating whether the current price pullback is a healthy consolidation driven by warrant exercises and profit-taking or a sign of deeper fundamental issues. Long-term bulls remain focused on the upcoming REGAL Phase 3 data, while vocal dissenters continue to challenge the company's clinical history and transparency.

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 market reacts to strong quarterly financial results, including an earnings beat and bullish delivery guidance, which have fueled ongoing community debate over potential stock manipulation. Investors remain sharply divided between those viewing the current share price as a deep-value accumulation opportunity and those frustrated by persistent price volatility despite the company's improving fundamentals.

Applied Digital Corporation

Applied Digital is surging after announcing a significant 15-year hyperscaler lease for its fourth AI campus, fueling community excitement over a growing multibillion-dollar backlog and rising analyst price targets. Shareholders are actively debating the potential for an imminent short squeeze and expressing high conviction in the firm's long-term infrastructure strategy.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending following a proposed $100 million equity-backed investment from the U.S. government, sparking intense debate between bulls citing national strategic importance and bears pointing to fundamental concerns regarding low revenue and share dilution. The community remains deeply divided, with active discussion focusing on whether this government endorsement signals a long-term sector mandate or merely a volatile momentum play for speculative traders.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is experiencing extreme volatility as investors digest a combination of robust growth in its AGI CPU pipeline and concerns over supply constraints that capped near-term expectations. The community remains deeply divided, with many traders debating whether current price swings represent a healthy consolidation for a long-term AI infrastructure play or the bursting of a valuation bubble.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares are facing intense selling pressure following a double-beat earnings report, as investors focus on a 17% workforce reduction and concerns regarding competitive pricing headwinds. The community is sharply divided between those viewing the decline as a major buying opportunity due to strong fundamentals and share buybacks, and those fearing structural disruption from AI alternatives impacting the company's core tax software business.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is seeing massive momentum and extreme trading volume following news that the company secured a significant letter of intent for government funding to accelerate its neutral-atom quantum technology. The community is actively debating the company's valuation relative to its peers and the long-term strategic validation provided by federal equity stakes.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is generating intense debate as it pivots toward AI data center infrastructure through its new solid-state transformer technology, even as the stock faces downward pressure from ongoing challenges in the residential solar sector. While retail investors remain divided between viewing the move as a major long-term re-rating catalyst and concerns over persistent fundamental headwinds, high short interest has turned the ticker into a volatile battleground for active traders.

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

Rigetti Computing Inc

Rigetti Computing (RGTI) is trending following a massive industry-wide rally triggered by reports of a multi-billion dollar U.S. government investment initiative in quantum technology. The community is sharply divided, with bulls pointing to the long-term strategic validation of the sector, while bears criticize the speculative valuations and high cash burn of these companies.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is currently trading near historical highs as investors lean into the stock as a defensive "safe haven" amidst broader market volatility and inflationary pressures. While the company faces intense scrutiny over its high valuation multiples, the community remains actively divided between those betting on continued growth through retail dominance and those expecting a significant pullback due to stretched fundamentals.

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<ul class="summary-bullets"><li>Internal memo accessed by Reuters mentioned no more layoffs this year.&nbsp;</li><li>Meta executed a major round of layoffs, letting go of nearly 8,000 workers on Wednesday.</li><li>Meta sharply increased its 2026 capital spending forecast to about $135 billion.</li></ul>Meta Platforms (<a href="https://stocktwits.com/symbol/META">META</a>) shares rose slightly on Wednesday after CEO Mark Zuckerberg reportedly told employees that he does not expect any more company-wide job cuts this year.&nbsp;The announcement comes directly on the heels of a massive restructuring effort at the social media giant, which resulted in thousands of workers being notified of their termination early Wednesday morning.&nbsp;"I ​want to be clear that we do not expect other company-wide layoffs this year. I also want to acknowledge that we haven't ​been as clear as we aspire to be ​in our communication, and that's one area I want to make ‌sure ⁠we improve," Zuckerberg said in the memo exclusively viewed by Reuters.&nbsp;<h2 class="st-heading-2">META's Recent Layoffs</h2>On Wednesday, May 20, Meta executed a major round of layoffs, letting go of approximately 8,000 employees globally, which represents roughly 10% of its workforce. The reductions heavily targeted the company's engineering and product teams. To manage the rollout, Meta instructed its North American staff to work remotely and to deliver termination notices via email in regional waves starting as early as 4:00 a.m. local time.&nbsp;In addition to the direct job cuts, the company eliminated 6,000 open roles that it had been actively seeking to fill. As part of the restructuring, about 7,000 retained employees are being reassigned to four newly created divisions built around artificial intelligence (AI).The primary driver behind the workforce reduction is a strategic shift toward artificial intelligence, which has sparked a massive surge in corporate spending.&nbsp;Meta significantly raised its 2026 capital expenditure guidance to around $135 billion, funneling the vast majority of those funds into AI data centers, custom silicon, and model training.&nbsp;According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-05-19/meta-begins-job-cuts-in-efficiency-push-spurred-on-by-ai?srnd=homepage-americas">report</a>, staff in Singapore received notices early Wednesday morning local time, while employees in Europe and the United States were expected to hear from management later in the day.&nbsp;<h2 class="st-heading-2">META Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘neutral’ while message volumes were ‘low’.&nbsp;One user highlighted some negative sentiment toward Meta stock.&nbsp;<stembedurl>https://stocktwits.com/23ChaseColeman23/message/653934867</stembedurl>The stock has lost 5% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Mark Zuckerberg, pictured during his testimony to Senate Judiciary Committee on January 31, 2024. (Tom Williams/CQ-Roll Call, Inc via Getty Images)

META’s Zuckerberg Says No More Layoffs This Year: Report 

Meta Platforms (META) shares rose slightly on Wednesday after CEO Mark Zuckerberg reportedly told employees that he does not expect any more company-wide job cuts this year.&nbsp;

Equity

The announcement comes on the same day that Meta laid off 10% of its workforce.

Disney-Heavy ETFs to Watch After Impressive Q2 Earnings 

Disney's earnings beat, streaming momentum and parks growth put ETFs with heavy exposure to the company in focus.

ETFs to Watch as Alphabet Rides Cloud Surge, Beats Estimates

Alphabet stuns with a 93% earnings beat as cloud and AI fuel growth, lifting shares and spotlighting ETFs with heavy exposure.

ETFs to Watch as META Shares Tumble Despite Q1 Earnings Beat

 Meta slides after earnings beat as higher 2026 capex and weak user metrics spook investors, putting META-heavy ETFs like VOX in focus.

A person holds a smartphone in vertical orientation displaying the red N logo of Netflix in front of a blurred background showing the company name in bold red letters on July 13, 2025. 

Buy NFLX Stock Dip? Wall Street Analysts Stay Bullish While Cathie Wood’s Ark Piles In After Post-Earnings Slide

Netflix’s dull second-quarter forecast and the exit of co-founder Reed Hastings triggered a drop in shares last week.

<ul class="summary-bullets"><li>The job cuts span several divisions but primarily target Disney’s marketing operations, recently consolidated under Asad Ayaz.</li><li>D’Amaro said the affected positions fall under a wider review aimed at improving efficiency across departments.</li><li>Disney has previously cut over 8,000 jobs as part of earlier restructuring efforts launched under former CEO Bob Iger.</li></ul>Walt Disney Co. (DIS) is reportedly reducing its global workforce by roughly 1,000 positions as newly appointed CEO Josh D’Amaro moves quickly to reshape the entertainment giant’s organizational structure.&nbsp;According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-04-14/disney-is-cutting-1-000-jobs-in-first-layoffs-under-new-ceo">report</a>, the layoffs mark Amaro’s first major workforce decision since taking over leadership and come amid a broader push to streamline operations across divisions.<h2 class="st-heading-2">Leadership Shift And Restructuring Push</h2>The reductions affect multiple parts of the company but are mainly focused within Disney’s marketing operations, which have recently been unified under chief marketing and brand officer Asad Ayaz, the report said.&nbsp;It added that D’Amaro informed employees through an internal memo that the company is rethinking how it operates in a rapidly evolving media landscape, and that the affected roles are part of a broader review of efficiency across departments.<a href="https://stocktwits.com/symbol/DIS">Walt Disney stock</a> traded over 1% higher on Tuesday afternoon. D’Amaro took charge in March, becoming the first executive to ascend from Disney’s Parks and Experiences division, which has increasingly emerged as the company’s primary profit driver.<h2 class="st-heading-2">Disney’s Financial Performance&nbsp;</h2>Disney’s first-quarter earnings showed a mixed picture. Theme parks delivered record revenue, supported by strong visitor spending and new attractions, while streaming operations continued to post positive operating income.&nbsp;However, traditional television and sports divisions remained under pressure due to rising content costs and shifting consumer behavior. According to The Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/media/disney-planning-layoffs-under-new-ceo-damaro-f1fe10a3">report</a>, over the past several years, Disney has already eliminated more than 8,000 roles following earlier restructuring efforts initiated under former CEO Bob Iger.<h2 class="st-heading-2">What Are Retail Traders Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_14_130558_png_9e293211f1.webp" alt="DIS’s Sentiment Meter and Message Volume as of 12:30 p.m. ET on Apr.14, 2026 | Source: Stocktwits" width="929" height="100"><figcaption>DIS’s Sentiment Meter and Message Volume as of 12:30 p.m. ET on Apr.14, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user said layoffs in marketing are an early sign of cost-cutting and a defensive move.<stembedurl>https://stocktwits.com/mgentleman/message/650240939</stembedurl>DIS stock has declined by over 9% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/snal-stock-surges-nine-month-high-analyst-flags-over-800-upside-on-ark-deal-revision/cZJq9hfRIH6">SNAL Stock Surges To 9-Month High – Analyst Sees Over 800% Upside Potential On ARK Deal Revision</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Sign for the media brand Disney Store on 6th April 2026 in London, United Kingdom. 

Layoffs At Disney? 1,000 Jobs Reportedly Eliminated As New CEO Josh D’Amaro Pushes Major Restructuring Drive

According to a Bloomberg report, D’Amaro told employees in an internal memo that the company is reassessing its operations amid a fast-changing media environment.

<ul class="summary-bullets"><li>The late-February rally signaled investor approval, as exiting the deal eased concerns over competition and regulatory hurdles.</li><li>Netflix’s global user base has surpassed 300 million, with increasing focus on generating revenue from its ad-supported plan.</li><li>Analysts expect a first-quarter revenue of $12.17 billion and an earnings per share of $0.77.</li></ul>Netflix Inc. (NFLX) is drawing attention as it approaches its first-quarter earnings report on Thursday, with investors closely watching whether the streaming giant’s increased focus on independence and profitability can sustain its recent stock rebound.The company’s stock performance in Q1 reflected a turnaround, with a over 9% gain, nearly double the 5% growth for the whole year in 2025.&nbsp;<h2 class="st-heading-2">Strategic Reset Pays Off</h2>The turning point came in late February, when Netflix abandoned its high-profile pursuit of Warner Bros. Discovery (WBD), opting instead to pay a $2.8 billion breakup fee and avoid additional financial risk.&nbsp;The stock’s surge in late February reflected investor optimism, with the move to back out from the deal seen as favorable amid aggressive rival bids and ongoing regulatory concerns.“The transaction we negotiated would have created shareholder value with a clear path to regulatory approval. However, we’ve always been disciplined, and at the price required to match Paramount Skydance’s latest offer, the deal is no longer financially attractive, so we are declining to match the Paramount Skydance bid,” said Netflix.&nbsp;<a href="https://stocktwits.com/symbol/NFLX">Netflix stock</a> inched 0.4%higher in Monday’s premarket. On Stocktwits, retail sentiment around the stock changed to ‘bullish’ from ‘extremely bullish’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_13_062847_png_5c0d8abb8c.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Apr.13, 2026 | Source: Stocktwits" width="925" height="99"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Apr.13, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Three Key Growth Drivers</h2>Netflix now has more than 300 million global users, with a growing emphasis on monetizing its ad-supported tier.Ahead of the earnings, investors are focusing on three major levers. First, Netflix’s ad-supported tier is emerging as a critical revenue stream, with guidance to double annual ad sales to $3 billion in 2026. Second, recent price increases across subscription plans will test customer retention. Third, the company’s push into live sports and gaming, aiming to create content that attracts both viewers and advertisers.On April 9, Morgan Stanley initiated coverage with an Overweight rating and raised their price target to $115 from $110, according to TheFly. The firm said Netflix is positioned to deliver a consistent double-digit revenue increase, with earnings and free cash flow growing at an annualized rate of 20%.According to Fiscal AI data, analysts see Q1 revenue of $12.17 billion and an earnings per share (EPS) of $0.77.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coreweave-crvw-stock-macquarie-upgrade-ai-infrastructure/cZJFtlaRIMA">CRWV Stock Slips Pre-Market Even As Macquarie Flags 40% Upside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Netflix’s Q1 Rally Outpaces 2025 Growth – Will Earnings This Week Justify The Run-Up?

In late February, Netflix dropped its bid for Warner Bros. Discovery, opting for a $2.8 billion breakup fee rather than incurring additional financial risk.

<ul class="summary-bullets"><li>The app offers children aged eight and under an interactive space to engage with popular characters.</li><li>The platform is now available in the U.S., Canada, the U.K., Australia, the Philippines, and New Zealand, with a global rollout scheduled for April 28.</li><li>Netflix is refocusing its gaming strategy on TV-based and family-oriented titles.</li></ul>Netflix Inc. (NFLX) on Monday launched the “Netflix Playground” app, expanding its lineup for young audiences with a new interactive space and an array of preschool programming.&nbsp;The streaming giant’s latest offering aims to combine entertainment, learning, and play in one curated environment.&nbsp;<h2 class="st-heading-2">Launch And Availability</h2>Designed for kids aged eight and under, Netflix Playground lets children interact with favorite characters like Peppa Pig and Sesame Street friends. The platform includes games that are fully playable offline, free of ads and in-app purchases, now accessible in the U.S., Canada, the U.K., Australia, the Philippines, and New Zealand, with a global rollout set for April 28.Additional offerings include Storybots, Dr. Seuss adventures like The Sneetches and Red Fish, Blue Fish, and creative experiences such as coloring pages and Bad Dinosaurs musical play.<blockquote>"We’re building a world where kids can not only watch their favorite stories, they can step inside them and interact with their favorite characters.”-John Derderian, Netflix Vice President of Animation Series + Kids &amp; Family TV.</blockquote><a href="https://stocktwits.com/symbol/NFLX">Netflix stock</a> inched 0.2% higher on Monday afternoon. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘high’ from ‘low’ levels in 24 hours.&nbsp;&nbsp;&nbsp;<h2 class="st-heading-2">Strategic Shift In Gaming</h2>According to a Verge&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theverge.com/entertainment/907293/netflix-playground-kids-games-app">report</a>, Netflix has shifted its gaming strategy toward family-friendly, TV-based experiences, moving away from ambitious indie projects and large-scale massively multiplayer online (MMO) ventures like Spirit Crossing. Upcoming releases include cloud-enabled titles such as a FIFA game timed with the World Cup, signaling the company’s broader focus on accessible entertainment.On March 26, Netflix increased the cost of its Standard subscription in the U.S. and phased out its Basic plan. The Standard with Ads tier now costs $8.99 per month, while the Standard plan costs $19.99 per month. These rates apply to new subscribers.NFLX stock has gained over 5% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/seagate-stock-draws-investor-attention-as-morgan-stanley-sees-strong-storage-drive-demand-through-2028/cZJ4p4cRIYQ">Seagate Stock Draws Investor Attention As Morgan Stanley Sees Strong Storage Drive Demand Through 2028</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Netflix, Inc. (NASDAQ: NFLX) releases a financial earnings report on October 21, 2025. 

NFLX Stock Registers Mild Gains But Draws Significant Attention Today – What’s The New ‘Netflix Playground’ App About? 

The platform offers games that can be played entirely offline, with no ads or in-app purchases.

<ul class="summary-bullets"><li>The court concluded that Reddit's claims allege extra elements that are qualitatively different from the rights protected by the Copyright Act.</li><li>In June last year, Reddit filed a lawsuit against Anthropic in the San Francisco Superior Court, alleging breach of contract and unjust enrichment.</li><li>Anthropic has been trying to keep the case in Federal Court by arguing that Reddit’s case implicates federal copyright law and thus must remain there.</li></ul>Reddit (<a href="https://stocktwits.com/symbol/RDDT">RDDT</a>) stock jumped&nbsp;nearly 3% on Friday after the U.S. District Court for the Northern District of California, granted Reddit's motion to remand against Anthropic.Motion of remand is a legal request to send the case back to where it was originally removed.&nbsp;According to a ruling posted on its website, the court concluded that Reddit's claims allege extra elements that are qualitatively different from the rights protected by the Copyright Act. “Accordingly, Plaintiff's Motion to Remand is tentatively GRANTED, and this action should be returned to the San Francisco Superior Court,” the filing said.“After reviewing the parties’ briefs, the relevant legal authority and the pleadings, the Court tentatively finds that while Reddit’s content at issue may fall within the broad subject matter of copyright, none of the asserted causes of action against Defendant Anthropic PBC seeks to vindicate rights equivalent to those protected by copyright,” the court added.<h2 class="st-heading-2">Anthropic’s Efforts</h2>Anthropic has been trying to keep the case in Federal Court by arguing that Reddit’s case implicates federal copyright law and thus must remain there.Anthropic last year said that Reddit’s allegation that Anthropic scraped the platform’s user posts to train its large language model is a “quintessential” copyright claim. It said in a court filing that “federal court is the proper forum for Reddit’s claims.”<h2 class="st-heading-2">Reddit’s Claims</h2>Reddit&nbsp;had filed a lawsuit against Anthropic in the San Francisco Superior Court last year in June, alleging a breach of contract, unjust enrichment, tortious interference, and unfair competition. Anthropic had moved the case to Federal Court in July.Reddit has also said that its claims in the lawsuit against Anthropic aren’t completely preempted by U.S. copyright law because each of them contains an extra element that isn’t required for a copyright claim.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around RDDT&nbsp;stock trended in ‘neutral’ territory amid ‘high’ message volume.One user predicted that Reddit would win the case or reach a settlement with Anthropic in view of the AI firm’s potential IPO.<stembedurl>https://stocktwits.com/WoofGangDuck/message/648106266</stembedurl>Shares in the company have fallen 40% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Reddit logo is seen displayed on a smartphone. 

Reddit Stock Up After Receiving ‘Motion To Remand’ Against Anthropic In Scraping Row

U.S. District Court for the Northern District of California said that Reddit’s case against Anthropic should return to the San Francisco Superior Court.

<ul class="summary-bullets"><li>Retail users dismissed concerns over the delay, highlighting that it would not impact earnings.&nbsp;</li><li>In January, Meta beat street expectations for revenue and earnings in its Q4 results, posting a 24% growth in revenue.</li><li>Meta expects to report Q1 2026 revenue in the range of $53.5 billion to $56.5 billion.</li></ul>Shares of Meta Platforms Inc. (META) declined the most since Oct. 30, 2025, falling more than 4% in Friday’s trading hours after reports indicated that the release of the company’s latest artificial intelligence model, code-named Avocado, would be delayed.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260314_121344495_png_8cfbfc7a2f.webp" alt="koyfin_20260314_121344495.png" width="2400" height="1240"></figure>&nbsp;Earlier on Friday, The New York Times <a href="https://stocktwits.com/news-articles/markets/equity/why-is-meta-stock-down-in-premarket-today/cZdDIxFRIan">reported</a> that the flagship AI model had failed to meet internal benchmarks, underperforming its rivals like Google, OpenAI, and Anthropic.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/META">META shares</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours, climbing up despite the news.<h2 class="st-heading-2">What Did Stocktwits Users Say?</h2>One bullish user dismissed concerns over the delay, calling it a ‘Fear, Uncertainty, and Doubt’ situation. The user said Meta would report blowout earnings again in the April quarter.<stembedurl>https://stocktwits.com/FallingKnifeVictim/message/647445521</stembedurl>&nbsp;Another user similarly dismissed the report, calling it speculation, while reiterating the company’s strong fundamental positioning.<stembedurl>https://stocktwits.com/kyle7324/message/647494874</stembedurl>&nbsp;Another user called the stock price dip an “overreaction,” adding that the company’s fair value was at over $700, levels at which the stock was trading at after its fourth-quarter (Q4) results.<h2 class="st-heading-2">Q4 Snapshot</h2>In January, Meta beat street expectations for revenue and earnings in its <a href="https://stocktwits.com/news-articles/markets/equity/meta-q4-earnings-beat-expectations-announces-higher-infrastructure-spend-on-superintelligence-for-2026/cmyg0zvR40A">Q4 results</a>, posting a 24% growth in revenue to $59.89 billion, and higher than consensus estimates of $58.59 billion at the time.The company’s earnings also beat market estimates, with Q4 earnings per share coming in at $8.88, 11% higher year-on-year. The strong results were a consequence of surging ad revenue, which improved 24% from the previous-year period, higher user engagement, and AI-driven efficiency gains.Meta provided a first-quarter (Q1) 2026 total revenue guidance in the range of $53.5 billion to $56.5 billion, and full-year revenue outlook of $162 billion to 169 billion.META stock climbed 3.8% in the past year.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/amazon-web-services-partners-with-cerebras-to-boost-ai-inference-speed-amid-mega-bond-sale/cZdDSI1RIOP">Amazon Web Services Partners With Cerebras To Boost AI Inference Speed Amid Mega Bond Sale</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Meta logo displays on the screen of a smartphone placed on a surface reflecting the circular Meta AI logo.

META Shares Slip Most In 4 Months After Reported AI Model Delay — So Why Is Retail Still Bullish?

A report from The New York Times on Friday indicated that the release of the company’s latest artificial intelligence model, code-named Avocado, would be delayed.

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