SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

Maulcoin

Maulcoin is trending as the community rallies around the stock despite ongoing technical issues with its ticker and chart, maintaining strong social engagement while anticipating a potential breakout. Supporters are actively pushing for growth and calling for platform updates, emphasizing the project's organic foundation and long-term community-building goals.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending following a massive $21 billion contract expansion with Meta through 2032 and a new multi-year agreement to provide AI infrastructure for Anthropic. While the community is heavily debating the company's aggressive debt-fueled expansion and ongoing convertible note offerings, investors remain focused on the company's dominant role in the AI compute arms race and its growing backlog of blue-chip partnerships.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare is trending as investors react to a strong quarterly earnings report that exceeded revenue expectations, fueled by rising demand for its edge infrastructure and security solutions amid the rapid expansion of AI agents. Community sentiment is mixed between those celebrating the stock's significant post-earnings recovery and cautious traders debating whether the software sector's recent volatility and valuation pressures will limit further upside.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is seeing aggressive volatility and intense debate, driven by a rapid price surge that has triggered a divide between retail momentum traders and short sellers questioning the company's valuation against its current revenue. The community is actively discussing the stock's parabolic move, the impact of a new capital-raising program, and conflicting perspectives on whether the semiconductor testing equipment maker is an overextended speculative bubble or a long-term play on silicon photonics and AI infrastructure.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is experiencing significant downward pressure as investors weigh software sector repricing against lingering AI-related competition concerns, though some traders are pointing to technical support levels as a potential base for a rebound.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending as investors react to a strategic partnership and a $2 billion investment from Nvidia aimed at expanding AI infrastructure, specifically through NVLink Fusion and silicon photonics collaboration. The community is actively debating the stock's potential for triple-digit growth while monitoring technical support levels amid broader semiconductor sector volatility.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is facing heightened volatility and downward price pressure as investors weigh mixed earnings results and cautious guidance against the backdrop of a broader cybersecurity sector sell-off. While the community remains deeply polarized, discussions are heavily focused on the company's long-term potential as an acquisition target, the impact of AI-driven competition, and ongoing debates regarding management's compensation and capital allocation.

PENN Entertainment, Inc. engages in the provision of integrated entertainment, sports content, and casino gaming services. It operates through the following business segments: Northeast, South, West, Midwest, Interactive, and Other. The Northeast segment includes Ameristar East Chicago, Hollywood Casino, Hollywood Gaming, Marquee, and Plainridge Park Casino operations. The South segment manages 1st Jackpot Casino, Ameristar Vicksburg, Boomtown, Hollywood Casino Gulf Coast, Hollywood Casino Tunica, L’Auberge, and Margaritaville Resort Casino. The West segment is involved in Ameristar Black Hawk, Cactus Petes and Horseshu, M Resort Spa Casino, and Zia Park Casino operations. The Midwest segment focuses on Ameristar Council Bluffs, Argosy Casino, Hollywood Casino, Prairie State Gaming, and River City Casino operations. The Interactive segment refers to an online gaming portfolio which includes ESPN BET, Hollywood Casino, theScore Bet, and PENN Game Studios. The Other segment consists of stand-alone racing operations, namely Sanford-Orlando Kennel Club, Sam Houston, and Valley Race Park. The company was founded by Peter M. Carlino in 1982 and is headquartered in Wyomissing, PA.

PENN Entertainment Inc

PENN Entertainment Inc.

PENN Entertainment is drawing significant attention as investors react to a mix of heavy institutional selling and mixed sentiment surrounding its transition away from the ESPN Bet partnership toward its proprietary theScore Bet platform. While the company faces intense scrutiny over its high debt levels and competitive struggles in the digital gaming space, the community remains divided between those viewing the stock as a deeply undervalued regional casino play and others anticipating further downside due to ongoing management and execution concerns.

Terra is a decentralized financial payment network that rebuilds the traditional payment stack on the blockchain. Luna is the reserve currency of the Terra platform. It has three core functions: i) mine Terra transactions through staking, ii) ensure the price stability of Terra stablecoins and iii) provide incentives for the platform’s blockchain validators.

Terra Luna Classic

Terra Luna Classic is experiencing heightened volatility and intense social media discussion as the community reacts to the sentencing of co-founder Do Kwon and persistent rumors regarding exchange delistings and potential token burns. Investors remain deeply divided, with many debating the project's long-term viability under community governance while others leverage the price action to accumulate positions in anticipation of a potential revival.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: Cybersecurity, Internet of Things (IoT), and Licensing and Other. The Cybersecurity segment includes the brand Cylance, BlackBerry Spark, AtHoc, and SecuSUITE. The IoT segment focuses on software licenses, support, maintenance, and professional services. The Licensing and Other segment involves the intellectual property licensing arrangements and settlement awards. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is currently trending due to investor anticipation surrounding upcoming quarterly earnings and fiscal year revenue guidance, with the community actively debating the company's long-term growth potential in the automotive software market. Enthusiastic supporters are focusing on the adoption of QNX 8.0 and the foundational role of BlackBerry's software in software-defined vehicles, while others remain cautious, highlighting the disconnect between the company's evolving strategic partnerships and its stagnant market valuation.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

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HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Apple Inc.

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<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.

Equity

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.

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.

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