SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

Heightened geopolitical tensions in the Middle East, particularly concerning Iran and Israel, are sparking intense debate around SPY, as initial futures show a relatively muted reaction despite fears of broader conflict. The community is divided between those anticipating a major market crash and others expecting an aggressive 'buy the dip' rebound, fueled by observations of a historically resilient market and rising oil prices.

Indonesia Energy Corp. Ltd. operates as an oil and gas, exploration, and production company. It engages in oil and gas assets portfolio with a mix between medium-sized producing blocks and exploration blocks with significant resources. Its portfolio includes Kruh, Citarum, and Rangkas Area. The company was founded by James J. Huang and Wirawan Jusuf in 2014 and is headquartered in Jakarta, Indonesia.

Indonesia Energy Corp Ltd

INDO is seeing significant discussion as escalating Middle East tensions ignite a surge in oil prices, with the community anticipating a substantial short squeeze driven by concerns over global supply routes and recalling the stock's historic parabolic moves during similar past conflicts.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas (ONDS) is trending amidst rising geopolitical conflicts, fueling speculation about increased demand for its drone and counter-UAS technology from global defense sectors, while the community actively discusses the potential for a short squeeze and upcoming contract announcements.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending amid intense community debate surrounding recent military operations in Iran, with supporters hailing it as a decisive action against perceived threats while critics condemn it as an unlawful conflict and a costly distraction from other controversies. The discussion is heavily polarized, focusing on geopolitical ramifications, potential economic impacts, and the unfortunate American casualties.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as escalating geopolitical tensions in the Middle East and concerns over potential oil supply disruptions fuel a sharply divided community sentiment, with some predicting a market crash while others anticipate a swift "buy the dip" rebound.

United States Commodity Funds LLC - United States Oil Fund

United States Oil Fund

USO is trending amid escalating geopolitical tensions following reports of Iran's Supreme Leader's death from US-Israeli strikes, which has intensified concerns about major oil supply disruptions in the Strait of Hormuz. The community is actively debating whether this will lead to a sustained parabolic rally in oil prices or a short-term "sell the news" reaction.

Battalion Oil Corp. engages in the acquisition, production, exploration, and development of liquids-rich oil and natural gas assets in the Delaware Basin. The company was founded in 1987 and is headquartered in Houston, TX.

Battalion Oil Corp - Ordinary Shares (New)

Battalion Oil Corp. is trending as escalating Middle East tensions lead to market expectations of surging oil prices and potential supply disruptions, driving community speculation for a strong short squeeze due to the stock's high short interest and recent debt reduction.

SSgA Active Trust - State Street Energy Select Sector SPDR ETF

Energy Select Sector SPDR Fund

XLE is trending as the community hotly debates escalating Middle East tensions and threats to global oil supply routes, anticipating a significant price surge while also considering the counter-effect of Venezuela's potential oil market reentry.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

Lockheed Martin is trending amid escalating Middle East tensions, driving community discussion around increased defense spending and potential contract boosts for major players, which is further amplified by the company's strong financial outlook and record backlog.

Exxon Mobil Corp. engages in the exploration, development, and distribution of oil, gas, and petroleum products. It operates through the following segments: Upstream, Energy Products, Chemical Products, and Specialty Products. The Upstream segment organizes the exploration of crude oil and natural gas. The Energy Products segment includes fuels, aromatics, and catalyst and licensing. The Chemical Products segment offers petrochemicals. The Specialty Products segment provides finished lubricants, basestocks and waxes, synthetics, and elastomers and resins. The company was founded by John D. Rockefeller in 1882 and is headquartered in Spring, TX.

Exxon Mobil Corp.

Exxon Mobil Corp

Exxon Mobil is surging amid escalating Middle East tensions, with the community actively anticipating a significant rise in oil prices due to concerns over potential strikes on Iran and disruptions to the critical Strait of Hormuz. Many view energy stocks as a strong play as global supply risks intensify.

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<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.

Equity

<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>

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

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.

<ul class="summary-bullets"><li>In its earnings report, Alphabet said&nbsp;it expects to spend between $175 billion and $185 billion in 2026.</li><li>Meta’s capital spending guidance is $115 billion to $135 billion.&nbsp;</li><li>CEO Mark Zuckerberg said the company expects AI to profoundly change how it operates and serves users.</li></ul>Meta Platforms Inc. (META) stock is in the spotlight on Thursday with Big Tech’s spending plans for 2026 coming into focus. On Wednesday, Google Parent Alphabet Inc. (GOOG, GOOGL) flagged a higher capital expenditure to build out artificial intelligence infrastructure&nbsp;– sharpening scrutiny of Meta’s capital plans.In its earnings report, Alphabet said&nbsp;it expects to spend between $175 billion and $185 billion in 2026, a figure far higher than the $119.5 billion estimate and almost twice as much as it invested the year before.This compares with Meta’s guidance of $115 billion to $135 billion.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying</h2><a href="https://stocktwits.com/symbol/META">Meta stock</a> inched 0.1% lower in Thursday’s premarket. The stock saw a 42% increase in retail messages over 24 hours and a 141% surge over the past 30 days.&nbsp;Retail sentiment around the stock turned to ‘bearish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘low’ from ‘extremely high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_070214_png_e83964788c.webp" alt="META’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Feb. 5, 2026 | Source: Stocktwits" width="930" height="107"><figcaption>META’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Feb. 5, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Meta’s Pivot To AI As Core Growth Engine</h2>The parent company of Facebook, Instagram, and Threads is positioning artificial intelligence at the core of its business strategy after reporting stronger‑than‑expected fourth-quarter (Q4) results and outlining ambitious plans for 2026.CEO Mark Zuckerberg said the company expects AI to profoundly change how it operates and serves users through improved products, machine learning‑driven personalization, and greater internal efficiency.During a post‑earnings call, Zuckerberg described a “major AI acceleration” and said he sees 2026 as a pivotal period for investment and innovation. The sharply higher capex outlook from both companies reflects their intent to build long‑term technical capabilities and stay competitive with other major players in the AI arms race.&nbsp;META stock has declined by 5% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-parent-alphabet-earnings-beat-fuels-analyst-price-target-hikes-but-capex-jitters-linger/cZbZdsDR4VB">Google Parent Alphabet Earnings Beat Fuels Analyst Price Target Hikes – But Capex Jitters Linger</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Meta Stock Sees Retail Caution Amid Big Tech’s AI Investment Surge

Meta is positioning artificial intelligence at the core of its business strategy following stronger-than-expected fourth-quarter results and outlining ambitious plans for 2026.

Big Tech’s AI Bill Is Ballooning – And Meta Investors Are Getting Cautious 

Meta is positioning artificial intelligence at the core of its business strategy following stronger-than-expected fourth-quarter results and outlining ambitious plans for 2026.


Disney-Heavy ETFs to Watch Amid Q1 Earnings & CEO Change 

Mixed earnings and a shift in leadership put ETFs with heavy exposure to the Walt Disney Company in focus.

<ul class="summary-bullets"><li>As Chairman of Disney Experiences, D’Amaro has led the company’s largest business segment, generating $36 billion in annual revenue in the fiscal year 2025.</li><li>Dana Walden, Co-Chairman of Disney Entertainment, has been named President and Chief Creative Officer.&nbsp;</li><li>Robert Iger will continue as a Senior Advisor and board member until his retirement at the end of 2026.</li></ul>The Walt Disney Co. (DIS) on Tuesday announced a major leadership transition, appointing Josh D’Amaro as its next Chief Executive Officer.&nbsp;The appointment will be effective at Disney’s annual meeting on March 18. It will see D’Amaro succeed longtime CEO Robert A. Iger. The Board also plans to formally add D’Amaro as a director immediately following the meeting, completing a carefully orchestrated succession plan.<h2 class="st-heading-2">Insider’s Rise To The Top Role&nbsp;&nbsp;</h2>As Chairman of Disney Experiences, D’Amaro has led the company’s largest business segment, generating $36 billion in annual revenue in the fiscal year 2025 and managing 185,000 employees globally.&nbsp;Under his leadership, landmark attractions such as Star Wars: Galaxy’s Edge, Avengers Campus, and Mickey &amp; Minnie’s Runaway Railway were launched, with upcoming projects including Monsters, Inc., Avatar, Cars, and Disney Villains-themed expansions.During his 28-year tenure at Disney, he has driven the company’s most extensive expansion of theme parks and immersive experiences. The transition also includes Dana Walden, Co-Chairman of Disney Entertainment,&nbsp;who has been named President and Chief Creative Officer.&nbsp;Following the announcement, Disney’s stock traded over 1% higher in Tuesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<h2 class="st-heading-2">Iger’s Legacy</h2>Iger has mentored both D’Amaro and Walden throughout the succession process. He will continue as a Senior Advisor and board member until his retirement at the end of 2026.&nbsp;Since returning to leadership in 2022, Iger has guided Disney through industry disruption, restructuring the company, and implementing four strategic priorities: enhancing studio output, achieving streaming profitability, solidifying ESPN’s digital presence, and accelerating growth in Disney Experiences.D’Amaro’s appointment concludes a multi-year, Board-led succession planning process initiated in January 2023.&nbsp;DIS stock has declined by 8% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cyn-stock-surging-pre-market-nvidia-connection/cZbiMH3R4ly">CYN Stock Is Surging Pre-Market — What's The Nvidia Connection?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Walt Disney Company logo is seen displayed on the screen of a tablet.

Disney Names Josh D’Amaro CEO, Dana Walden Becomes Chief Creative Officer

The appointment, effective at Disney’s annual meeting on March 18, will see D’Amaro succeed longtime CEO Robert A. Iger. 

<ul class="summary-bullets"><li>Sowmyanarayan Sampath leads Verizon’s largest business unit, the consumer division.&nbsp;</li><li>He was widely viewed within the industry as the likely successor to former CEO Hans Vestberg.</li><li>Wells Fargao raised the price target after highest postpaid phone additions since 2019 during Schulman’s first quarter at the helm.</li></ul>Verizon Communications Inc. (VZ) is reportedly exploring leadership changes, amidst increasing competition from rivals and recent service disruptions that have tested customer loyalty.According to a Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/005f81ee-1fae-4d60-b831-7608a8bf0687">report</a>, Verizon is looking to replace Sowmyanarayan Sampath, who had long been seen as the leading candidate for the CEO role.<h2 class="st-heading-2">Shift At The Top</h2>Sampath leads Verizon’s largest business unit, the consumer division.&nbsp;He was widely viewed within the industry as the likely successor to former CEO Hans Vestberg before the board tapped long-time director and ex-PayPal chief Dan Schulman to take the reins in late 2025, the report cited.&nbsp;<a href="https://stocktwits.com/symbol/VZ">Verizon stock</a> inched 0.5% lower in Monday’s premarket. On Stocktwits, retail sentimenta round the stock remained in ‘extremely bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_063929_png_ed5041dae9.webp" alt="VZ’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Feb. 2, 2026 | Source: Stocktwits" width="926" height="107"><figcaption>VZ’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Feb. 2, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Market Struggles Fuel Change</h2>Insiders say Schulman, who was given a 27-month contract, is using the period to evaluate and potentially refresh the executive bench, according to the report.&nbsp;Verizon’s move comes as the company struggles to keep pace with competitors, losing ground in the important postpaid phone segment to T-Mobile US&nbsp; (TMUS) and AT&amp;T (T). The challenges have compounded following a major outage in January that left many users without service.According to a CNET report, the service outage affected about 2 million users, prompting the company to provide a $20 credit to the impacted customers. The telecon giant said the issue was related to software and added that there is no sign of a cybersecurity breach.<h2 class="st-heading-2">Analysts’ Take&nbsp;</h2>Wells Fargo analyst Eric Luebchow increased Verizon’s price target to $44 from $41 while maintaining an ‘Equal Weight’ rating, according to TheFly. The move comes after observing the highest postpaid phone additions since 2019 during Schulman’s first quarter at the helm, signaling strong customer retention and growth momentum.Meanwhile, Morgan Stanley also lifted its price target to $49 from $47, keeping an ‘Equal Weight’ stance. The firm highlighted the updated 2026 outlook as balancing aggressive promotional strategies with disciplined financial management.&nbsp;VZ stock has gained over 11% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/polestar-stock-gains-pre-market-400-m-bank-backed-financing/cZbgkxSR4kP">Polestar Stock Gains Pre-Market After Securing $400M Bank-Backed Financing</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Verizon Reportedly Considers Executive Shakeup Amid Service Outages And Rival Pressure

According to a Financial Times report, Verizon is looking to replace Sowmyanarayan Sampath, who had long been seen as the leading candidate for the CEO role.

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