SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Rithm Capital Corp. engages in the provision of real estate, credit, and financial services. It operates through the following segments: Origination and Servicing, Investment Portfolio, Residential Transitional Lending, Asset Management, and Corporate. The Origination and Servicing segment includes residential mortgage loans underlying mortgage servicing right assets as well as those sub-service for third parties. The Investment Portfolio segment consists of residential mortgage loans, SFR properties, consumer loans, Non-Agency RMBS, Excess MSRs and servicer advance investments. The Residential Transitional Lending segment competes for both experienced sponsors, including developers and investors in residential real estate, and attractive lending opportunities based on several factors. The Asset Management segment focuses on the wholly owned subsidiaries, Sculptor, and RCM Manager. The company was founded on September 26, 2011 and is headquartered in New York, NY.

Rithm Capital Corporation

Rithm Capital is trending as investors weigh its aggressive expansion strategy, including the pending acquisition of Paramount Group, against ongoing concerns about the company's complex transition from a mortgage REIT to a diversified asset manager. The community remains heavily focused on potential valuation catalysts, such as a possible spin-off of the NewRez mortgage business, while debating whether current share price volatility represents a buying opportunity or a warning sign regarding future dividend growth.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is experiencing significant volatility and downward pressure as investors weigh recent acquisition activity against broader macroeconomic headwinds, including geopolitical tensions and fluctuating construction market sentiment. Despite the bearish pressure, the community remains actively divided, with many long-term shareholders continuing to express confidence in CEO Brad Jacobs' consolidation strategy while others closely monitor for the next M&A catalyst or integration updates.

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

TSLA is under significant downward pressure as investors rotate out of growth stocks amid geopolitical instability and skepticism regarding the execution of its latest AI and infrastructure initiatives. The community remains deeply divided, with some buyers viewing the current price action as a long-term accumulation opportunity, while others express frustration over the stock's recent technical breakdown and the company's dependency on speculative future projects.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is experiencing significant volatility and price appreciation following its recent NYSE listing, with investors actively debating whether the high premium over its reported net asset value is justified by its exclusive exposure to high-profile private AI companies like Anthropic and OpenAI. Community discussion is dominated by the impact of a mandatory six-month lockup period on the majority of shares, which has created a tight float and sparked intense speculation about potential for further momentum or a sharp correction.

EOG Resources, Inc. engages in the exploration, development, production and marketing of crude oil and natural gas. It operates through the United States, Trinidad, and Other International geographical segments. The Other International segment includes China and Canada operations. The company was founded in 1985 and is headquartered in Houston, TX.

EOG Resources, Inc.

EOG Resources is trending as investors weigh strong production efficiency and a robust capital return strategy against global geopolitical volatility and fluctuating commodity prices. The community is actively discussing the stock's long-term valuation potential and its positioning relative to broader energy sector movements and supply dynamics.

Jupiter is a cryptocurrency exchange platform on the Solana blockchain, offering features such as token swapping, limit orders, dollar-cost averaging, and a bridge for asset transfers to Solana. It provides users with tools to find the best trading prices and includes a beta version for perpetual futures trading. Jupiter finds the best price route for your swap by aggregating all the major liquidity sources on Solana.

Jupiter

Jupiter is capturing significant market attention as users actively engage with its updated lending protocol, allowing them to borrow against staked SOL while simultaneously participating in its broader ecosystem of meme tokens and community-verified projects. Discussions are currently dominated by high APY lending opportunities and the ongoing expansion of its verified token list, fueling diverse sentiment ranging from strong platform loyalty to speculative debates over its long-term tokenomics.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML is trending as investors digest a massive Q4 booking report that significantly exceeded expectations, signaling robust long-term demand for AI-driven lithography equipment. Community discussion remains heavily focused on the company's unassailable moat as a 'foundational' AI player, with many traders debating the sustainability of current valuation highs despite strong buyback announcements and increased backlog visibility.

Corvus Pharmaceuticals, Inc. engages in the development of immune modulator product candidates with the potential to treat solid cancers, T-cell lymphomas, autoimmune diseases, and infectious diseases. Its product pipeline includes B Cell Activator and Anti-CD73, Adenosine Production Inhibitor Anti-CD73, ITK Inhibitor, A2AR Inhibitor, Anti-CXCR2, and A2BR Inhibitor. The company was founded by Richard A. Miller, Peter A. Thompson, Joseph J. Buggy, and Erik Verner on January 27, 2014 and is headquartered in South San Francisco, CA.

Corvus Pharmaceuticals Inc

Corvus Pharmaceuticals is currently a focal point for investors following an upsized public offering and clinical trial data for soquelitinib, with community sentiment split between bulls anticipating a potential buyout or short squeeze and bears raising concerns regarding dilution and long-term valuation. Discussion is dominated by the company's capital raise and the speculative potential of its pipeline in treating atopic dermatitis.

Harvest Portfolios Group Inc - Harvest Diversified High Income Shares ETF (Class A Units)

Investors are actively debating the merits of Harvest Diversified High Income Shares ETF, frequently highlighting it as a core component for income-focused portfolios and tax-efficient strategies within Canadian tax-advantaged accounts. While some community members view market dips as opportunities for accumulation, others are engaged in broader discussions regarding the performance of its underlying covered call strategy and its role in long-term wealth building.

Crane Harbor Acquisition Corp. operates as a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded on January 2, 2025 and is headquartered in Philadelphia, PA.

Crane Harbor Acquisition Corp. - Ordinary Shares - Class A

Crane Harbor Acquisition Corp.

Crane Harbor Acquisition Corp. is trending as shareholders recently approved its merger with Xanadu Quantum Technologies, a milestone expected to establish the first publicly traded photonic quantum computing company under the ticker XNDU. Community discussion is heavily focused on the deal's potential for a low-float short-term squeeze, strategic partnerships with major tech industry leaders, and potential government funding support.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

<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.

Equity

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.

The Trade Desk logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

TTD Stock Keeps Retail Hooked After Best Day In 10 Months: Analysts See Big Upside Amid OpenAI Ad Deal Buzz

Retail traders await commentary from CEO Jeff Green, who said he would explain the rationale behind his purchase of $148 million Trade Desk stock on Friday.

<ul class="summary-bullets"><li>Ellison said the combined entity would control a film catalogue of roughly 15,000 titles.</li><li>He also highlighted the financial strength of the combined business and highlighted the expected $10 billion annual cash flow in 2026.</li><li>Ellison acknowledged that the merged company will likely streamline certain corporate functions.</li></ul>Paramount Skydance (PSKY) CEO David Ellison on Thursday outlined his vision for the company following the deal to acquire Warner Bros. Discovery Inc. (WBD).Speaking to CNBC, Ellison stated that the transaction could strengthen competition in the media and streaming industry. He emphasized that the combination of major film libraries and stronger financial resources would position the company to compete more effectively in the global entertainment market.“We believe this deal is pro-competitive, pro-consumer, and it is good for the overall creative economy,” he said.<h2 class="st-heading-2">Massive Film Library Strengthens Content Strategy</h2>Ellison said the combined entity would control a film catalog of roughly 15,000 titles. The collection would include blockbuster franchises such as the Harry Potter series, Mission Impossible, and titles connected to the DC universe.He noted that housing all those titles under a single corporate structure provides the scale needed to compete with large streaming platforms. The larger catalog offers more content for digital platforms and helps boost the company’s push to expand its global streaming footprint.“That puts us in an incredible position to really be able to win in the content space. It immediately gets us to scale in streaming,” Ellison added.&nbsp;Ellison also highlighted the financial strength of the combined business. He said the company anticipates generating more than $10 billion in annual cash flow, supported by approximately $69 billion in revenue and roughly $18 billion in earnings before interest, taxes, depreciation, and amortization (EBITDA).&nbsp;He said that these resources would allow management to invest heavily in technology and to manage existing debt obligations.<h2 class="st-heading-2">Possible Operational Changes</h2>While Ellison acknowledged that the merged company will likely streamline certain corporate functions, he stressed that job cuts are not the primary goal behind the deal.&nbsp;“We will absolutely have to rationalize the overall corporate overhead of the company. But that’s not the primary driver of the synergies in the deal,” Ellison said.&nbsp;The battle to acquire Warner Bros. assets was highly competitive. Netflix initially made a bid of $82.7 billion for the assets, excluding cable networks. Paramount later stepped in with a hostile bid, increasing the proposal to $31 per share.PSKY stock has gained over 4% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-crmd-stock-tumble-today/cZdQvWFRI3i">Why Did CRMD Stock Tumble Over 11% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Paramount logo is displayed on a mobile phone with the Warner Bros. Discovery icon seen in the background

Paramount Skydance CEO David Ellison Says WBD Deal Positions It To Compete More Effectively Globally: Report

Speaking to CNBC, Ellison stated that the transaction could strengthen competition in the media and streaming industry. 

<ul class="summary-bullets"><li>After the spinoff, Trump Media will own TAE’s nuclear fusion business along with some of its own assets.</li><li>Trump Media would subsequently be merged with Texas Ventures III, a Nasdaq-listed blank check vehicle.</li><li>The spinoff announcement comes within months of Trump Media announcing plans to merge with TAE, a nuclear fusion company founded in 1998.</li></ul>Trump Media &amp; Technology Group Corp. (DJT) on Friday announced that it is currently undertaking discussions with TAE Technology Inc. and Texas Ventures Acquisition III Corp. (TVA) to spin off its social media platform, Truth Social.The company stated that discussions are ongoing to consider spinning off the platform into a new publicly-traded company. The company stated that discussions are ongoing to consider spinning off the platform into a new publicly-traded company.<a href="https://stocktwits.com/symbol/DJT">Trump Media shares</a> were up 0.3% in Friday’s opening trade. Retail sentiment on Stocktwits around the company trended in the ‘neutral’ territory, with message volumes at ‘high’ levels.<h2 class="st-heading-2">What Will Happen To DJT’s Existing Shareholders?</h2>Trump Media added that the shares of Truth Social would be distributed to its shareholders of record prior to the closing of the merger with TAE.Thereafter, the social media platform would be merged with Texas Ventures III, a Nasdaq-listed blank check vehicle.Following the spinoff, Trump Media will own TAE’s nuclear fusion business along with some of its own assets, the company said.Earlier this month, Trump Media also issued an update on its digital token initiative, stating that it is collaborating with broker participants, intermediaries, and other stakeholders to ensure an accurate and complete count of DJT shareholders as of the record date of Feb. 2, 2026.The company stated that this was to facilitate the participation of eligible shareholders in its digital token initiative.<h2 class="st-heading-2">Trump Media’s Merger With TAE</h2>The spinoff announcement comes within months of Trump Media announcing plans to merge with TAE, a nuclear fusion company founded in 1998.The two companies signed the merger agreement in December 2025 as part of an all-stock transaction valued at more than $6 billion.<a href="https://stocktwits.com/symbol/DJT">DJT stock</a> is down 17% year-to-date and 55% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wbd-stock-double-downgrade-after-netflix-pulls-out-of-bidding-war-with-psky/cZTciKoRIT2">WBD Gets A Double Downgrade After Netflix Pulls Out Of Bidding War With Paramount Skydance — Here's What Analysts Said</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Truth Social logo is seen displayed on a smartphone with a Trump Media & Technology Group (TMTG) logo in the background.

Truth Social Spinoff — DJT Stock Rises As Trump Media Explores Public Listing Deal For The Platform

Trump Media added that the shares of Truth Social would be distributed to its shareholders of record prior to the closing of the merger with TAE.

<ul class="summary-bullets"><li>Google said the updated system taps into Gemini’s broader knowledge framework and integrates real-time information from web search.</li><li>The tool can generate infographics, transform written notes into diagrams, and produce data visualizations.</li><li>Google is deploying Nano Banana 2 across several services, including the Gemini app and Search.</li></ul>Alphabet Inc. (GOOG, GOOGL) on Tuesday unveiled Nano Banana 2, expanding its artificial intelligence image-generation lineup and aiming to blend high-speed performance with advanced reasoning.&nbsp;The new release arrives roughly six months after the company debuted the original Nano Banana, a product that quickly gained widespread attention and positioned Google more directly against OpenAI.<h2 class="st-heading-2">Faster Performance Meets Deeper Knowledge</h2>Google said the updated system taps into Gemini’s broader knowledge framework and integrates real-time information from web search to improve its rendering of detailed subjects. The tool can generate infographics, transform written notes into diagrams, and produce data visualizations with improved contextual accuracy.The company also highlighted upgrades in text clarity within images. Users can create readable marketing materials and translate embedded text into different languages.<a href="https://stocktwits.com/symbol/GOOGL">Alphabet Class A stock</a> traded over 2% lower on Thursday mid-morning. 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_02_26_114324_png_c146694672.webp" alt="GOOGL’s Sentiment Meter and Message Volume as of 11:15 a.m. ET on Feb. 26, 2026 | Source: Stocktwits" width="927" height="101"><figcaption>GOOGL’s Sentiment Meter and Message Volume as of 11:15 a.m. ET on Feb. 26, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Broad Rollout Across Google Platforms</h2>Google is deploying Nano Banana 2 across several services, including the Gemini app, Search, AI Studio, and its Gemini API within Vertex AI. The model will also power creative tools in Google Ads and become the default image generator in Flow. Subscribers to Google AI Pro and Ultra will continue to access the earlier Pro model for tasks requiring heightened factual precision.The updated version will be powered by&nbsp;Gemini 3.1. Since launching Gemini 3, Google has surged to the forefront of artificial intelligence innovation, strengthening its position among the top AI developers.The launch underscores Google’s efforts to keep pace with rivals such as Microsoft Corp. (MSFT), which has deepened its partnership with OpenAI, and Meta Platforms Inc. (NASDAQ: META), which continues investing heavily in AI research.&nbsp;GOOGL stock has gained by over 77% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trade-desk-soft-q1-outlook-jefferies-morgan-stanley-reduce-price-targets/cZTGhnnRIRG">Trade Desk’s Soft Q1 Outlook Prompt Jefferies, Morgan Stanley To Reduce Price Targets</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, logo of Google is displayed on a mobile phone screen in Ankara, Turkiye on August 20, 2024.

Google Launches Nano Banana 2 With Faster Performance And Advanced Reasoning As AI Race Heats Up

The new release arrives roughly six months after the company debuted the original Nano Banana, a product that quickly gained widespread attention. 

<ul class="summary-bullets"><li>The notes will be senior, unsecured obligations of AST SpaceMobile and will accrue interest payable semiannually in arrears.</li><li>ASTS on Tuesday announced successful unfolding of its next-generation BlueBird 6 satellite.</li></ul><a href="https://stocktwits.com/symbol/ASTS">AST SpaceMobile</a> (ASTS) stock fell nearly 11% in extended hours of trading on Wednesday after it announced its intent to offer $1 billion aggregate principal amount of convertible senior notes due 2036.&nbsp;AST SpaceMobile also plans to provide the initial purchasers of the notes with an option to acquire up to $150 million more in total principal value of notes. This option can be exercised and settled any time between the notes’ initial issuance date and February 20, 2026.<h2 class="st-heading-2">Why Raising?</h2>AST SpaceMobile intends to use the net proceeds from the notes offering for general corporate purposes, including without limitation, accelerating the deployment of its controlled spectrum bands on a global basis.&nbsp;The company also seeks to monetize the capabilities of the company's proprietary technology to capture the evolving commercial opportunities related to artificial intelligence, enhancing investment in government space opportunities in the U.S., reducing higher interest debt, and pursuing opportunistic investments to accelerate SpaceMobile’s service and capabilities.&nbsp;The notes will be senior, unsecured obligations of AST SpaceMobile and will accrue interest payable semiannually in arrears, the statement said.&nbsp;The notes will mature on April 15, 2036, unless earlier converted or repurchased and will be convertible into cash, shares of AST SpaceMobile’s Class A common stock, or a combination thereof, at AST SpaceMobile’s election.<h2 class="st-heading-2">BlueBird 6 Unfolding</h2>ASTS on Tuesday announced successful unfolding of its next-generation BlueBird 6 satellite.BlueBird 6 is the largest ever commercial communications array deployed in low Earth orbit, designed to support cellular broadband peak data speeds of up to 120 Mbps, according to AST.&nbsp;AST SpaceMobile has agreements with over 50 mobile network operators globally with nearly 3 billion subscribers combined and strategic partnerships with AT&amp;T, Verizon, Vodafone, Rakuten, Google, American Tower, among others.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around ASTS trended in ‘neutral’ territory amid ‘normal’ message volume.&nbsp;One bullish user called the fall in stock price as ‘overdone’.<stembedurl>https://stocktwits.com/natsoundup/message/644742735</stembedurl>Another user called the offering announcement as ‘disappointing’ and said that ‘doing an offering itself is completely understandable but doing it after you have told your investors that you don't need more money is misleading.”<stembedurl>https://stocktwits.com/Hardy_2020/message/644742556</stembedurl>Shares in the company have risen 182% over the past year.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/why-is-retail-seeing-100-percent-price-rise-in-fastly-stock-by-the-month-end/cZb6tyFR4A1">Why Is Retail Seeing 100% Jump In Fastly’s Stock By Month-End?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

In this photo illustration the AST SpaceMobile logo is seen on a smartphone and a pc screen. 

ASTS Stock Is Falling Nearly 11% Today – Why Is Retail Not Happy With Its New $1B Fund Raising?

AST SpaceMobile (ASTS) stock fell nearly 11% in extended hours of trading on Wednesday after it announced its intent to offer $1 billion aggregate principal amount of convertible senior notes due 2036. 

The company said it intends to use the net proceeds from the notes offering for general corporate purposes.


<ul class="summary-bullets"><li>In its annual investor presentation, the fund said it believes concerns around Meta’s AI-related spending initiatives are underestimating the company’s long-term upside potential from AI.</li><li>The fund listed Meta’s high-quality, scalable advertising business model with increasing returns to scale as a key strength.</li><li>In its latest quarterly report, Meta announced capital expenditures in the range of $115 billion to $135 billion for 2026, up from $72.22 billion in the previous year.</li></ul>Bill Ackman’s hedge fund, Pershing Square, revealed on Wednesday that it acquired a sizable stake in Meta Platforms Inc. (META), amounting to 10% of its capital at the end of 2025.“We believe concerns around META’s AI-related spending initiatives are underestimating the company’s long-term upside potential from AI,” Pershing Square’s <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://assets.pershingsquareholdings.com/wp-content/uploads/2026/02/11144917/2026-Annual-Investor-Presentation.pdf">annual investor presentation</a> said.<h2 class="st-heading-2">Investment Thesis</h2>In the presentation, Pershing Square highlighted Meta’s growing user base, 22% annual revenue growth, leadership in the digital advertising space, and that it trades at roughly 22 times its forward earnings multiple over the next 12 months as key positives.The fund listed Meta’s high-quality, scalable advertising business model with increasing returns to scale as a key strength, noting rising engagement across its vast user base and first-party data to leverage ad targeting.The find also said that “Meta’s business model is one of the clearest beneficiaries of AI integration,” that can be used to enhance content recommendations, personalize ads, automate campaigns, and unlock new use cases. Despite increased AI investment in 2026, the fund said Meta’s strong balance sheet, high-margin core business, and ongoing cost discipline support long-term earnings growth while limiting overbuilding risk.“We believe Meta’s current share price underappreciates the company’s long-term upside potential from AI and represents a deeply discounted valuation for one of the world’s greatest businesses,” the presentation said.<h2 class="st-heading-2">Meta’s AI Push</h2>In its latest quarterly report, Meta announced capital expenditures in the range of $115 billion to $135 billion for 2026, up from $72.22 billion in the previous year.Meanwhile, other large tech companies, including Meta, have collectively announced plans to invest over $630 billion in AI buildouts in 2026, more than double the spend from 2025.Meta also broke ground at a data center campus in Lebanon, Indiana on Wednesday, and <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://about.fb.com/news/2026/02/metas-new-data-center-lebanon-indiana-marks-milestone-ai-investment/">said</a> the facility represents an investment of over $10 billion in AI infrastructure, marking one of its largest infrastructure investments till date.The facility is designed to deliver one gigawatt of power that is intended to support its AI workloads and core businesses.<h2 class="st-heading-2">Ackman’s Picks</h2>Apart from Meta, Pershing Square also took positions in Amazon and Hertz, stakes that were previously disclosed.The presentation also noted that the fund exited investments in Chipotle, CPKC, Nike and Hilton.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around META shares remained in the ‘bearish’ territory over the past 24 hours amid ‘low’ message volumes.One bullish user said they concurred with Ackman’s view, adding that they expect the company’s shares to surge to $1000 this year. Shares of the company were trading around $667.76 at the time of writing.<stembedurl>https://stocktwits.com/Mrup25/message/644709387</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/META">Shares of META</a> have declined more than 7% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/snapchat-sued-by-texas-attor-ney-gen-er-al-over-addictive-features-child-safety/cZb6mmCR4A7">Snapchat Sued By Texas Attor­ney Gen­er­al Over Addictive Features, Child Safety</a>

Bill Ackman Takes Stake In Meta, Flags ‘Significant Upside Potential From AI’ 

Bill Ackman’s hedge fund Pershing Square acquired a sizable stake in Meta, amounting to 10% of its capital at the end of 2025.

<ul class="summary-bullets"><li>Siri did not always process queries correctly or could sometimes take too long to handle requests, as seen in the testing, the report said.&nbsp;</li><li>However, the situation was fluid, and Apple’s plans could change further, the people cited in the report said.&nbsp;</li><li>Apple was widely expected to release updates to Siri in the last week of February while launching the beta version of iOS 26.4.</li></ul>Apple Inc.’s (AAPL) upgrades to its virtual assistant Siri have reportedly faced issues during testing in recent weeks, potentially delaying the release of some functional updates.According to a Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-11/apple-s-ios-26-4-siri-update-runs-into-snags-in-internal-testing-ios-26-5-27">report</a> citing people familiar with the matter, Apple was initially planning to include the function changes in its upcoming operating system update in March. However, after the issues, the iPhone maker now plans to roll them out over future versions.Siri did not always process queries correctly or sometimes took too long to handle requests, as seen in testing, the report said.However, the situation was fluid, and Apple’s plans could change further, the people said, as per the report.Shares of AAPL edged up about 1% at the time of writing.<h2 class="st-heading-2">Siri Update</h2>Apple was widely expected to <a href="https://stocktwits.com/news-articles/markets/equity/apple-stock-loses-retail-euphoria-after-blowout-earnings-will-new-ai-siri-reignite-confidence/cZbHVJhR48L">release</a> updates to Siri in the last week of February while launching the beta version of iOS 26.4.The revamp of the virtual assistant was expected to include a redesigned interface, better comprehension of natural language, on-screen awareness, and upgraded cross-app controls.The delay means at least some Siri upgrades are potentially pushed back to the next update slated in May, or even in iOS 27, expected to be released in September, as per the report.Gene Munster, co-founder of Deepwater Asset Management, said that if investors hoped for more from the new Siri update, the stock would have fallen more steeply.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2021695087617687801">post</a> on X, Munster said, “The bottom line is Apple Intelligence continues to hold optionality value for AAPL investors. I believe they’ll eventually get it right and be a key beneficiary of what will be a significant personalized AI opportunity.”<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_12_at_3_06_25_AM_png_c87ccec5fa.webp" alt="Screenshot 2026-02-12 at 3.06.25 AM.png" width="1192" height="606"></figure>&nbsp;Apple is also rumored to overhaul Siri into an artificial intelligence chatbot later this year, although the company has not released any official updates.Apple's stock has been lagging among its AI peers even as development in the area is looking to become a primary driver for the company.The tech giant posted its "best-ever quarter“ while <a href="https://stocktwits.com/news-articles/markets/equity/apple-q1-2026-earnings-beat-expectations/cmyi8pJR41W">reporting</a> its first-quarter (Q1) 2026 results, beating street expectations for revenue and earnings due to strong iPhone sales and a rebound in the China market.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around AAPL shares was in the ‘bearish’ territory over the past day amid ‘low’ message volumes.One bullish user said this was just an AI rollout delay that would not impact Apple’s long-term business health.<stembedurl>https://stocktwits.com/Sunshined/message/644721808</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Shares of AAPL</a> have gained more than 18% in the last year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/bill-ackman-takes-stake-in-meta-flags-significant-upside-potential-from-ai/cZb6o8IR4AW">Bill Ackman Takes Stake In Meta, Flags ‘Significant Upside Potential From AI’</a>

In this photo illustration, an Apple Siri logo is seen displayed on a smartphone with an Apple logo in the background. 

Apple’s Siri Upgrade Potentially Delayed After Testing Issues: Report

According to a report from Bloomberg, Apple was initially planning to include the changes in its upcoming operating system update in March but now plans to roll them out over future versions.

ETFs to Watch as Alphabet Reports Q4 Earnings

ETFs to watch as Alphabet's earnings beat Q4 estimates, but heavy AI-driven capex weighed on market sentiment.

VOX
Vanguard Communication Services ETF

Feed

News

Sentiment

Fundamentals

Info

Latest VOX News

VOXVanguard Communication Services ETF