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Akanda Corp. is a cannabis cultivation, manufacturing, and distribution company, which engages in the provision of premium quality and ethically sourced medical cannabis products to patients. The company cultivates and processes natural cannabis at facilities in the Kingdom of Lesotho, Africa and intend to supply medicinal-grade cannabis biomass, cannabis flower, and cannabis concentrates to wholesalers. It also imports and sells medical cannabis-based products. The company was founded on July 16, 2021 and is headquartered in New Romney, the United Kingdom.

Akanda Corp

Akanda Corp is experiencing a violent short squeeze driven by its extremely low float and soaring borrow fees, with investors actively debating whether the momentum will sustain toward triple digits or collapse under the threat of future dilution. The community remains sharply divided, as bulls point to technical setup and forced short covering while bears continue to dismiss the stock as a low-revenue pump-and-dump scheme.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is trending following a blowout earnings report that shattered revenue and earnings expectations, driven by rapid ad monetization and AI-related growth. While the stock saw significant pre-market gains, the community remains divided between long-term bulls highlighting strong fundamental execution and skeptics who are bracing for a potential post-earnings pullback based on historical volatility.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending as investors react to the NOAA determination that the company's deep-seabed mining application is in full compliance, fueling community anticipation for accelerated permitting and long-term supply dominance. Traders are actively discussing the potential for a short squeeze and waiting for further catalysts, such as the Allseas partnership extension, to sustain upward momentum.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk Corp is seeing significant volatility as investors weigh a blockbuster earnings report and a massive share buyback against a "sell-the-news" reaction following a major year-to-date rally. While the community is actively debating the sustainability of the memory supercycle and debating whether current price levels represent an attractive entry point or an overextended bubble, sentiment remains sharply divided between bulls citing massive AI-driven demand and bears predicting a cyclical pullback.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is seeing strong momentum as the community focuses on its strategic transition toward AI infrastructure and high-capacity optical networking. Investors are actively discussing the company's recent partnership with Nvidia and the potential for a long-term turnaround, leading to increased institutional interest and bullish sentiment surrounding its pivot into AI data centers.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is seeing a surge in investor sentiment following a strong earnings report that featured double-digit revenue growth and an massive expansion of its stock buyback program. The community is actively debating the company's forward-looking guidance and the implications of executive leadership transitions on its future growth trajectory.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is seeing significant momentum as investors digest major hyperscaler earnings and reports of an industry-wide memory supply deficit, fueling strong bullish sentiment regarding the sector's long-term growth. The community remains highly focused on the company's favorable valuation compared to peers and its pivotal role in the ongoing AI-driven memory super cycle.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox shares plunged following a significant cut to their annual bookings forecast, driven by engagement friction from new child-safety and age-verification protocols. Community discussion is sharply divided between investors viewing the selloff as an oversold opportunity in a dominant gaming platform and critics citing long-term concerns regarding platform monetization and regulatory scrutiny.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is currently generating significant investor interest following strong earnings performance and the launch of its Athena AI platform, which has led to community discussions surrounding its potential for a short squeeze and long-term scaling. While investors remain divided over high stock-based compensation and market volatility, bulls are actively accumulating shares and advocating for a hold strategy, citing the company's consistent revenue growth and expanding enterprise adoption as key catalysts for future appreciation.

Cue Biopharma, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of immunotherapies to treat cancer and autoimmune diseases. Its products include CUE-400 series (autoimmune diseases), CUE-500 series (targeted cell depletion), and CUE-100 series (Oncology). The company was founded by Ronald D. Seidel III, Steven Almo, and Rodolfo Chaparro on December 31, 2014 and is headquartered in Boston, MA.

Cue Biopharma Inc

Cue Biopharma is trending due to a combination of clinical-stage momentum, a private placement financing announcement, and ongoing speculative chatter regarding a potential short squeeze. Investors are actively debating the company's long-term pivot toward autoimmune therapies and the impact of recent technical events, including a reverse stock split, on the stock's future liquidity and volatility.

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<ul class="summary-bullets"><li>Needham lowered the price target on SoFi by about 24%, cutting it to $25 from $33 while keeping a ‘Buy’ rating on the shares.</li><li>Morgan Stanley also reduced the price target on the company to $16 from $18 and maintained an ‘Underweight’ rating on the shares.&nbsp;</li><li>SoFi posted 43% growth in quarterly revenue to $1.1 billion, ahead of Street expectations.</li></ul>SoFi Technologies Inc. (SOFI) shares are headed for their worst weekly performance in a year after its full-year guidance failed to meet market expectations. The fintech company also received a slew of price target cuts from Wall Street analysts on Thursday.At least eight analysts lowered price targets on SoFi Technologies, citing a myriad of headwinds despite its strong results. However, retail investors on Stocktwits stayed ‘extremely bullish’ on the company, with some calling the low prices a “discount opportunity.”<h2 class="st-heading-2">SOFI Stock Consensus On Wall Street</h2>Needham analyst Kyle Peterson lowered the price target on SoFi by about 24%, slashing it to $25 from $33 while keeping a ‘Buy’ rating on the shares, according to TheFly. The analyst said that while the company's revenue topped estimates, the lowered target came amid softer-than-expected tech product revenue due to one of its large customers transitioning away.Morgan Stanley also cut the company's price target to $16 from $18 and maintained an ‘Underweight’ rating on the shares. The firm said that despite robust growth in originations and members, the higher-multiple, capital-light pieces of SoFi slowed meaningfully, and the new Q2 guidance missed expectations.The financial services firm posted 43% growth in quarterly revenue, which came in at $1.1 billion, ahead of Street expectations. SoFi also added 1.1 million members in the latest quarter, a 35% increase from a year ago. The company’s loan originations also grew to a record $12.2 billion.Meanwhile, Goldman Sachs lowered SoFi’s price target to $17 from $20 and kept a ‘Neutral’ rating on the shares. The analyst said the latest quarterly results highlighted an unfavorable shift in business mix toward more capital-intensive lending, while higher-quality fee-based segments such as the technology platform declined sequentially, reinforcing concerns about profitability and limited near-term diversification into capital-light revenue streams.Below is a snapshot of the latest price target updates on the company after its quarterly results, based on data from TheFly.&nbsp;<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Analyst</td><td>Target</td><td>Upside/ Downside Vs Latest Close</td></tr><tr><td>Needham</td><td>$25</td><td>+55%</td></tr><tr><td>Stephens</td><td>$25</td><td>+55%</td></tr><tr><td>UBS</td><td>$21</td><td>+30.4%</td></tr><tr><td>Deutsche Bank</td><td>$18</td><td>+11.8%</td></tr><tr><td>TD Cowen</td><td>$18</td><td>+11.8%</td></tr><tr><td>Goldman Sachs</td><td>$17</td><td>+5.6%</td></tr><tr><td>Keefe Bruyette</td><td>$16</td><td>-0.6%</td></tr><tr><td>Morgan Stanley</td><td>$16</td><td>-0.6%</td></tr></tbody></table></figure></div>According to data from Koyfin, 24 analysts covering SOFI have a 12-month average price target of $22.05, representing an upside of nearly 37% from its previous close.Eight of these analysts have a ‘Buy’ or higher rating on the company’s shares, while 12 have a ‘Hold’ rating. The rest rate SOFI stock ‘Sell’ or lower.<h2 class="st-heading-2">What’s Retail Saying?</h2>On Stocktwits, retail chatter about SOFI stock stayed at the ‘extremely high’ territory.One bullish user said the declining price presented a discount opportunity. “New All time high later this year and $45+ next year. That looks pretty good but the further you go out in time the higher they go,” the user added.<stembedurl>https://stocktwits.com/GreenbagsformallyFBoatO/message/651908353</stembedurl>Another bullish user said that the company’s business platform would grow to be important. “Noto mentioned on earnings call, got a top 3 telecom company..that's t mobile, verizon level..plus 13 new brands to be announced,” the user said.<stembedurl>https://stocktwits.com/Nobody_really_knows/message/651946657</stembedurl>A third user said, “the fact that we’re not skyrocketing today back to $19+ shows you just how manipulated the stock is, &amp; how close minded &amp; oblivious mean retailers. However, institutional holding &amp; buying as increased, usually a good sign.”<stembedurl>https://stocktwits.com/ThatGuy93/message/651916887</stembedurl><a href="https://stocktwits.com/symbol/SOFI">SOFI stock </a>has gained more than 28% in the last one year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/sofi-stock-one-of-the-easiest-longs-bull-case-analysts/cZBtH1AReEs">Is SOFI Stock ‘One Of The Easiest’ Longs? Why The Bull Case Is Still Intact According To 3 Analysts</a>

In this photo illustration, the SoFi Technologies logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

SoFi’s Strong Growth Isn’t Enough For Wall Street — But Retail Calls It ‘Discount Opportunity’

At least eight analysts lowered price targets on SoFi Technologies after it reported quarterly results. 

Equity

<ul class="summary-bullets"><li>The $30 million net proceeds from the placement will allow the company to advance its clinical pipeline, Cue said.</li><li>Cue also announced it has obtained an exclusive license from Ascendant Health Sciences for Ascendant-221, an experimental drug designed to treat certain allergic diseases.</li><li>The company named Shao-Lee Lin as its new President, Chief Executive Officer, and member of the Board of Directors, effective immediately.</li></ul> Shares of Cue Biopharma (CUE) jumped nearly 100% after-hours on Thursday after the clinical-stage biotech company announced changes collectively aimed at strengthening its cash position, expanding its clinical pipeline, and bringing in new leadership.The company announced a $30 million private placement, licensed a new clinical-stage drug candidate, and appointed a new CEO.<h2 class="st-heading-2">$30 Million Private Placement Bolsters Balance Sheet</h2>Cue Biopharma entered into a securities purchase agreement with certain accredited investors for a private placement expected to raise gross proceeds of approximately $30 million before fees and expenses.The company stated it will use the net proceeds to advance its clinical pipeline, support working capital, and fund general corporate purposes. The transaction is expected to close on or about May 4, 2026, subject to customary closing conditions.<h2 class="st-heading-2">Exclusive License Adds To Pipeline</h2>Cue Biopharma further announced it has obtained an exclusive license from Ascendant Health Sciences for Ascendant-221, an experimental drug designed to treat certain allergic diseases. The license covers all territories except mainland China, Hong Kong, Macau, and Taiwan.Cue plans to advance the asset into further studies, with near-term clinical data expected from an ongoing mid-stage trial in chronic spontaneous urticaria during the second half of 2026.The company said that it will pay Ascendant $15 million upfront as a license fee, followed by up to an aggregate of $676.5 million in additional potential payments upon the achievement of certain milestones, in addition to tiered royalties on future sales of the drug.<h2 class="st-heading-2">Veteran Executive Shao-Lee Lin Named New CEO</h2>Cue Biopharma also named Shao-Lee Lin as its new President, Chief Executive Officer, and member of the Board of Directors, effective immediately.Lin previously founded and led the pharma company ACELYRIN, where she raised over $1 billion in capital and took the company public at a valuation exceeding $2 billion within three years. She has held senior roles at Horizon Therapeutics, AbbVie, Gilead Sciences, and Amgen.<h2 class="st-heading-2">How Did CUE Retail Traders React?</h2>On Stocktwits, retail sentiment around CUE stock jumped from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.A Stocktwits user voiced optimism on the licensing deal.<stembedurl>https://www.stocktwits.com/AlertsAndNews/message/651957851</stembedurl>Another use voiced hopes for the stock rallying as high as $50, implying a potential rally of about 100% from the stock’s last close.<stembedurl>https://www.stocktwits.com/Aburose/message/651956517</stembedurl>A third user opined that the after-hours rally was a result of manipulation and a short squeeze.<stembedurl>https://www.stocktwits.com/Erect4tech/message/651956070</stembedurl><a href="https://stocktwits.com/symbol/CUE">CUE stock</a> has fallen 35% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/meta-ceo-links-stock-drop-to-higher-capex-plans-team-cuts-and-more-apps-report/cZBMpgSReIX">Meta CEO Links Stock Drop To Higher Capex, Plans Team Cuts And More Apps: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Cue Biopharma logo is displayed on the screen of a tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

CUE Stock Jumps Over 100% After Hours — What’s Driving The Rally? 

Cue Biopharma company announced a $30 million private placement, licensed a new clinical-stage drug candidate, and appointed a new CEO.

The company announced a $30 million private placement, licensed a new clinical-stage drug candidate, and appointed a new CEO.


<ul class="summary-bullets"><li>Meta raised its 2026 capital expenditure forecast to between $125 billion and $145 billion, up from the previous range of $115 billion to $135 billion, on Wednesday.</li><li>Meta is looking to absorb some of its added CapEx costs by layoffs, including a 10% layoff planned for May.</li><li>Zuckerberg said on Thursday that the company will reduce the size of teams where AI can allow for greater speed and efficiency.</li></ul>Meta Platforms (META) CEO Mark Zuckerberg reportedly addressed employees in a companywide internal meeting on Thursday, attributing the stock’s sharp decline following the company’s first-quarter earnings to investor concerns over raised capital expenditure guidance and expectations of slower growth in the second quarter.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/mark-zuckerberg-blames-slower-sales-on-war-layoffs-on-ai-costs-in-meeting-2e9f8cac">report</a> from The Wall Street Journal, Zuckerberg pinned the roughly 9% drop in share price on Thursday to those factors while maintaining that the company’s long-term trajectory remains very strong.The &nbsp;CEO is now reportedly planning to reduce team sizes and build more apps.<h2 class="st-heading-2">Zuckerberg Addresses Q1 Earnings Reaction</h2>“But I think Q1 was, like, really insanely strong and Q2 is merely strong, and I think the combination of that and the capex increase is what drove the near-term reaction. But I don’t know,” Zuckerberg reportedly told employees about the stock’s drop on Thursday while adding that he still sees a very strong trajectory for Meta’s businesses.Meta raised its 2026 capital expenditure forecast to between $125 billion and $145 billion, up from the previous range of $115 billion to $135 billion, on Wednesday. Meta CFO Susan Li said the higher spending is driven in part by rising memory prices and additional data-center costs needed to support future capacity requirements.Zuckerberg also highlighted challenges to the company's ad business in light of current geopolitical turmoil and highlighted that customers are less likely to purchase discretionary items when they are spending more on gas.<h2 class="st-heading-2">Layoffs And Team Reduction Efforts</h2>Meta is looking to absorb some of its added CapEx costs by layoffs, including a 10% layoff planned for May. Investing more in compute and infrastructure means the company has less to allocate to its employees, the CEO said. “So that means that we do need to take down the size of the company somewhat,” Zuckerberg reportedly said.He also said that the company will reduce the size of teams where AI can allow for greater speed and efficiency. However, a reduction in team size does not necessarily mean layoffs; affected employees will be reassigned to new projects, including building more apps.“Historically, we’ve built like four or five big apps. We want to build a lot more apps, so there’s a bunch of stuff that we’re trying to figure out, and some of this we just need to figure out over time,” Zuckerberg reportedly said.Zuckerberg is reportedly eyeing around 50 new apps, though he intends to start small.Meta’s chief people officer, Janelle Gale, did not rule out the possibility of further layoffs at the meeting, the report said.<h2 class="st-heading-2">How Did META Retail Traders React?</h2>On Stocktwits, retail sentiment around META increased from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.<a href="https://stocktwits.com/symbol/META">META stock </a>has added 11% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/axsm-stock-clocks-best-day-in-about-4-months-on-fda-greenlight-for-alzheimers-drug/cZBMYpQReIQ">AXSM Stock Clocks Best Day In About 4 Months On FDA Greenlight For Alzheimer’s Drug</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Meta Platforms, Inc. is displayed on a smartphone screen, with the company's latest stock market performance, reflecting investor sentiment and trading activity, on April 26, 2025, in Chongqing, China. 

Meta CEO Links Stock Drop To Higher Capex, Plans Team Cuts And More Apps: Report

According to a report from The Wall Street Journal, Zuckerberg pinned the roughly 9% drop in share price on Thursday to the company’s raised capex guidance for 2026. 

<ul class="summary-bullets"><li>Auvelity is already approved for the treatment of major depressive disorder in adults.</li><li>TD Cowen estimates a peak opportunity of $1 billion in ADA, though it adds, "this may be conservative given surveys."</li><li>Morgan Stanley raised the firm's price target to $217 from $207 and kept an ‘Equal Weight’ rating on the shares.</li></ul>Shares of Axsome Therapeutics, Inc. (AXSM) closed 13% higher on Thursday, marking its best day in about four months, after the company announced that the U.S. Food and Drug Administration approved its drug Auvelity for the treatment of agitation associated with dementia due to Alzheimer’s disease.Auvelity was previously awarded the FDA Breakthrough Therapy designation for Alzheimer’s disease agitation and also priority review.Alzheimer’s disease is the most common form of dementia, affecting more than 7 million Americans. According to Axsome estimates, agitation is reported in 74% of Alzheimer’s patients with symptoms ranging from pacing or restlessness to verbal and physical aggression.<h2 class="st-heading-2">Clinical Data For Auvelity</h2>The FDA approval is based on data from two late-stage studies. In one of the late-stage studies, Auvelity was statistically superior to placebo in improving agitation symptoms, Axsome said. In the other trial, the patients who continued treatment with Auvelity experienced a statistically significantly longer time to relapse of agitation symptoms.Auvelity is already approved for the treatment of major depressive disorder in adults. The drug has already been administered to more than 300,000 patients in clinical and real-world settings, Axsome said. The company is also studying the drug for smoking cessation.Analysts Weigh In On AXSMMorgan Stanley raised the firm's price target on Axsome Therapeutics to $217 from $207 and kept an ‘Equal Weight’ rating on the shares following Axsome announcing the on-time approval of Auvelity for the treatment of Alzheimer's Disease Agitation.TD Cowen, meanwhile, noted that the label is "clean" with no black box warning for increased risk of death in elderly patients with dementia, differentiating it from the only other approved therapy for ADA, Otsuka’s Rexulti. The firm estimates a peak opportunity of $1 billion in ADA, though it adds "this may be conservative given surveys." TD has a ‘Buy’ rating and $215 price target on Axsome shares.<h2 class="st-heading-2">How Did AXSM Retail Traders React?</h2>On Stocktwits, retail sentiment around AXSM stock stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘high’ to ‘extremely high’ levels.A Stocktwits user expressed hopes for Axsome joining the ranks of big pharma companies like Merck.<stembedurl>https://www.stocktwits.com/Coolpanda/message/651934078</stembedurl>Another user, however, dismissed the drug’s potential.<stembedurl>https://www.stocktwits.com/BesTrades1/message/651932209</stembedurl><a href="https://stocktwits.com/symbol/AXSM">AXSM stock</a> has gained 85% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/azn-stock-rise-as-wall-street-dismisses-fda-commitees-rejection-of-breast-cancer-drug/cZBMnogReIf">AZN Stock Rise As Wall Street Dismisses FDA Committee’s Rejection Of Breast Cancer Drug</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Axsome Therapeutics company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

AXSM Stock Clocks Best Day In About 4 Months On FDA Greenlight For Alzheimer’s Drug

Auvelity was previously awarded the FDA Breakthrough Therapy designation for Alzheimer’s disease agitation and also priority review.

<ul class="summary-bullets"><li>The ramp of R2 delivery will be “back-half weighted,” according to Rivian CFO Claire McDonough.&nbsp;</li><li>The CFO also highlighted that the new vehicle launch will negatively impact the company’s automotive gross profit in Q2 and Q3 before benefiting in Q4.&nbsp;</li><li>Deliveries of the new vehicle, aimed at expanding Rivian’s total addressable market, are expected to commence in the “coming weeks,” the company said.</li></ul> Shares of Rivian Automotive (RIVN) fell 5% after hours, reversing all gains, as investors weighed the impact of the company’s upcoming R2 SUV on its automotive gross profit.<h2 class="st-heading-2">RIVN Q1 Print</h2>The company reported a Q1 loss of $0.33, lower than an estimated loss of $0.60. The company’s revenue for the three months through the end of March came in at $1.38 billion, up from the $1.24 billion reported in the corresponding quarter of 2025, and above the $1.37 billion expected by Wall Street.The company noted that higher capital expenditures during the quarter pushed free cash flow deeper into the red, to negative $1.075 billion, compared with negative $526 million in the same quarter of 2025.<h2 class="st-heading-2">Full-Year Guidance</h2>Adjusted core loss for the full year is now expected to be between $1.80 and 2.10 billion, lower at the midpoint than an analyst estimate of a loss of $2 billion.Capital expenditures, meanwhile, are slated to rise from $1.7 billion in 2025 to be in the range of $1.95 billion to $2.05 billion in 2026.<h2 class="st-heading-2">R2 Roadmap</h2>Rivian said on Thursday that it commenced production of the R2 SUV last week at its facility in Normal, Illinois. Deliveries of the new vehicle, aimed at expanding Rivian’s total addressable market, are expected to commence in the “coming weeks,” the company said.For the whole of 2026, Rivian now expects to deliver 62,000-67,000 vehicles, up from the 42,247 vehicles delivered in 2025. However, the ramp of R2 delivery will be “back-half weighted,” according to Rivian CFO Claire McDonough.Regarding the progress with R2, McDonough said, “As discussed previously, R2 production is starting with a single shift operation, and we expect to scale to 2 shifts by the end of 2026 as we ramp towards our North Star target of profitably delivering 4,000 vehicles per week in Normal.”The CFO highlighted that the new vehicle launch will negatively impact the company’s automotive gross profit in Q2 and Q3 before benefiting in Q4 as the company ramps production and deliveries.The CFO further dismissed the impact of a recent tornado at the Normal factory, noting that it will not have an impact on the company’s full-year delivery guidance.<h2 class="st-heading-2">Rivian-Uber Partnership &nbsp;</h2>Rivian and Uber announced a major strategic partnership in March 2026 aimed at accelerating the deployment of Rivian’s R2-based autonomous vehicles as part of Uber’s robotaxi network.Under the deal, Uber is committing up to $1.25 billion in equity investments tied to milestones: $300 million expected in the current quarter, an additional $250 million later upon successful deployment of vehicles with safety drivers in San Francisco and Miami, and the remaining $700 million as Rivian scales to fully driverless operations in multiple cities by 2028 and 25 cities by 2031.Rivian is now looking to deploy vehicles in both San Francisco and Miami with a safety driver later this year, before transitioning to fully autonomous service in 2028, Rivian CEO RJ Scaringe said.<h2 class="st-heading-2">How Did RIVN Retail Traders React?</h2>On Stocktwits, retail sentiment around RIVN jumped from ‘neutral’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘extremely high’ levels.<a href="https://stocktwits.com/symbol/RIVN">RIVN stock</a> has gained 20% over the past 12 months. &nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/cue-stock-jumps-over-100-percent-after-hours-whats-driving-the-rally/cZQNF1fReIg">CUE Stock Jumps Over 100% After Hours — What’s Driving The Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Rivian R2 SUV is displayed during the Rivian Reveals All-Electric R2 Midsize SUV event.

RIVN Stock Reverses Gains After Hours As Investors Consider Impact Of R2 Launch On Profitability  

For the whole of 2026, Rivian now expects to deliver 62,000-67,000 vehicles, up from the 42,247 vehicles delivered in 2025.

<ul class="summary-bullets"><li>The mobile payments app will soon reportedly be its own standalone segment within PayPal.</li><li>Gordon Haskett said that it is "worth adding" that Bloomberg reported two months ago that PayPal was drawing takeover looks.&nbsp;</li><li>According to the firm, it is likely that the decision to separate Venmo might have evolved from discussions with bidders.</li></ul>PayPal’s (PYPL) decision to spin off Venmo as a standalone business could foreshadow a sale or a spinoff, according to Gordon Haskett’s head of event-driven research, Don Bilson."Every once in a while, a re-segmenting move like this will foreshadow a sale or a spinoff," according to the research firm, which adds that PayPal "now goes on our breakup watchlist."The comment comes on the heels of a CNBC <a href="https://stocktwits.com/news-articles/markets/equity/pypl-stock-rises-after-considering-splitting-off-venmo-as-standalone-segment-report/cZBAXVsReES">report</a> from Wednesday that said PayPal is considering separating Venmo as a standalone business. PayPal CEO Enrique Lores reportedly told managers that he is reorganizing the firm’s reporting lines for this purpose.The mobile payments app will soon reportedly be its own standalone segment within PayPal. Besides Venmo, PayPal will have two other segments, one a PayPal-branded business for merchants and consumers, and a payment services unit, the report said.<h2 class="st-heading-2">What Does Haskett Think?</h2>Gordon Haskett said that it is "worth adding" that Bloomberg reported two months ago that PayPal was drawing takeover looks and contends that it is "possible, we suppose, that this Venmo idea has evolved from the discussions that Lores and the board have had with folks who approached the company in February."Haskett was referring to a February report from Bloomberg, which stated that PayPal’s rival Stripe is considering acquiring all or parts of PayPal. &nbsp;<h2 class="st-heading-2">How Did PYPL Retail Traders React?</h2>On Stocktwits, retail sentiment around PYPL stock rose from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume increased from ‘low’ to ‘high’ levels. According to platform data, retail chatter around PYPL has increased by over 600% over the past day.A Stocktwits user said that they are now awaiting the company’s first-quarter earnings report, slated for next week.<stembedurl>https://www.stocktwits.com/V0YAGER/message/651879747</stembedurl>Another user opined that the recent news indicates a buyout is in the works for PayPal.<stembedurl>https://www.stocktwits.com/DORITOBOI/message/651870685</stembedurl><a href="https://stocktwits.com/symbol/PYPL">PYPL stock</a> has fallen 24% over the past 12 months.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/viavi-viav-stock-surges-q3-beat-analyst-upgrade/cZBMKigReIE">VIAV Stock Jumps 17% On Q3 Beat – One Analyst Is ‘Even More Bullish Than Management’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

PayPal logo can be seen at its office in San Jose, California, United States on November 23, 2019. 

PYPL Preps Venmo For Sale? Gordon Haskett Sees Spinoff Or Takeover Ahead

The comment comes on the heels of a CNBC report from Wednesday that said PayPal is considering separating Venmo as a standalone business.

<ul class="summary-bullets"><li>Tesla’s decision to retire the two vehicles came amid falling demand; sales of the Model X, S, and Cybertruck vehicles cumulatively accounted for just 3% of Tesla’s overall global deliveries in 2025.&nbsp;</li><li>In the U.S., the Model X is priced at around $100,000, compared to Tesla’s Model Y mass market SUV, which starts at about $40,000.&nbsp;</li><li>According to a study from iSeeCars.com, the demand for used Tesla Model X vehicles remains exceptionally strong even as the broader used-car market slows and non-Tesla electric vehicles struggle with plunging prices and longer selling times.</li></ul>Demand for Tesla Inc’s (TSLA) Model X SUV, slated to end production this quarter, is fast rising in the used vehicle market, according to a new study.Tesla CEO Elon Musk first announced the company’s decision to retire the Model S and X in January. Earlier this month, the CEO said during Tesla’s first-quarter earnings call that the last of the vehicles would be produced at the company’s factory in California in early May.Both the Model S sports sedan and the Model X SUV are Tesla’s more premium vehicles. In the U.S., the Model X is priced at around $100,000, compared to Tesla’s Model Y mass market SUV, which starts at about $40,000.Tesla’s decision to retire the two vehicles came amid falling demand; sales of the Model X, S, and Cybertruck vehicles collectively accounted for just 3% of Tesla’s overall global deliveries in 2025.<h2 class="st-heading-2">What Does The Study Show?</h2>The demand for used Tesla Model X vehicles remains exceptionally strong, even as the broader used-car market slows and non-Tesla electric vehicles struggle with plunging prices and longer selling times.A study from iSeeCars.com, which examined 1- to 5-year-old used cars sold in the first quarters of 2025 and 2026, found the Tesla Model X ranked No. 1 among the 20 fastest-selling used cars. On average, listed Model X vehicles spent just 25.6 days on the market — roughly 0.4 times the overall market average of 58.8 days and far faster than the 60.1 days required for non-Tesla EVs.Three of the top 10 fastest-selling models were Teslas, highlighting the brand’s outsized pull among used-car shoppers. While Tesla Cybertruck occupied the 7th position on the list, the Model Y is the 9th fastest-selling used car, the study noted.Tesla EVs maintained a flat 1.3% share of the 1- to 5-year-old used market in Q1 2026, even as non-Tesla EV share climbed to 2.4%. Average listing prices for Tesla EVs were essentially unchanged year-over-year, dipping a negligible 0.1% to $31,458. By contrast, non-Tesla EV prices fell 10.3% — one of the steepest drops across all powertrain categories.Selling velocity tells a similar story. Tesla EVs moved in an average of 32.4 days during Q1 2026 — the fastest of any major drivetrain group and a full 27.7 days quicker than non-Tesla EVs. The entire market slowed slightly, but Tesla vehicles continued to clear dealer lots and private listings.<h2 class="st-heading-2">How Did TSLA Retail Traders React?</h2>On Stocktwits, retail sentiment fell from ‘extremely bullish’ to ‘bullish’ territory over the past 24 hours, while message volume reduced from ‘high’ to ‘low’ levels.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> rose 34% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/qualcomm-ceo-cristiano-amon-banks-ai-agents-create-demand/cZBMWXBRe4y">Qualcomm CEO Cristiano Amon Banks On AI Agents To Create Demand For Tokens Across Phones, PCs, Cars</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tesla Model X Plaid car is displayed on March 31, 2023 in Kunming, Yunnan Province of China. (Photo by Liu Ranyang/China News Service/VCG via Getty Images)

Production Dead, Demand Alive: Used Tesla Model X Is Flying Off Lots

Earlier this month, Tesla CEO Elon Musk said during Tesla’s first-quarter earnings call that the last of the company’s Model X vehicles would be produced at its factory in California in early May. 

<ul class="summary-bullets"><li>Eisman noted that even after Fair Isaac’s price cuts, his math shows that the charges for every 100 mortgage applications amount to $2,000, while VantageScore charges $99.</li><li>The investor pointed out that the per-application charge comes to $20 at Fair Isaac and $0.99 at VantageScore.</li><li>JPMorgan lowered its price target for Fair Isaac to $1,225 from $1,325, maintaining a ‘Neutral’ rating amid ongoing debate over the future of consumer credit scoring.</li></ul>“The Big Short” investor Steve Eisman reportedly disclosed on Thursday that he has a short position in credit-scoring firm Fair Isaac Corp. (FICO).During an interview with CNBC, Eisman stated that the prices Fair Isaac charges lenders for credit checks are higher than those charged by its rival, VantageScore.“I think that FICO very arrogantly raised prices by 500% over the last many, many years… has ticked off literally everybody in the lending world,” Eisman said during the interview.<a href="https://stocktwits.com/symbol/FICO">Fair Isaac shares</a> were down nearly 6% in Thursday morning’s trade.Eisman noted that even after Fair Isaac’s price cuts, his math shows that the charges for every 100 mortgage applications amount to $2,000, while VantageScore charges $99.The per-application charge comes to $20 at Fair Isaac and $0.99 at VantageScore, he said.According to TheFly, analysts at JPMorgan reduced their price target for Fair Isaac to $1,225 from $1,325 while keeping a ‘Neutral’ rating. The firm stated in its note that it expects continued debate around the future of consumer credit scoring.Fair Isaac reported earnings per share (EPS) of $11.14 on revenue of $692 million in the second quarter (Q2), while Wall Street estimated an EPS of $10.97 on revenue of $627 million, according to Fiscal.ai data.<h2 class="st-heading-2">Eisman’s Take On Markets</h2>Eisman added that he does not have a problem with the stock market right now, even though it is back to similar levels compared to a year ago.He stated that the current market conditions also resemble last year's, with narratives such as AI-fueled spending, robust credit conditions, and a “K-shaped” economy dominating the conversation.“We’re literally back to where we were last year, the same exact narrative, unchanged. It’s as if nothing happened in between,” he added.Eisman also stated that while concerns that equity markets have become more expensive now are fair, the argument is not as compelling because technology stocks now account for a larger share of the S&amp;P 500.“Tech sells at higher multiples generally than everything else,” he said, while noting that he would stick to the stocks he currently owns, which are mostly tech and financial companies.<h2 class="st-heading-2">Eisman Downplays Private Credit Concerns</h2>Eisman downplayed private credit concerns, noting that the problem with this segment is its overexposure to the software industry.“Even if it creates a credit cycle, it’s not systemic because the banks are better capitalized than they probably ever were in their history,” he said, while adding that he is not sure if private credit woes will even have that much of an impact on the economy.Morgan Stanley (MS) CEO Ted Pick stated&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/morgan-stanley-ted-pick-private-credit-learning-moment-recession/cZJt0PLRIwi">earlier this month</a> that the private credit market is in a “learning moment” and under increased scrutiny because it is in its relatively early days.Pick added that the private credit market has “extraordinary” growth potential, while noting that it is just a question of time and working through economic cycles.<a href="https://stocktwits.com/symbol/FICO">FICO stock</a> is down 43% year-to-date and 51% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 29% over the past 12 months, while the Vanguard Growth Index Fund ETF (VUG) is up 31%.The Vanguard Total Stock Market Index Fund ETF (VTI) is up 29% during this period.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-pce-index-march-2026-gdp-q1-2026/cZBMB5QRe4j">PCE Report: Fed's Preferred Inflation Gauge Rises 3.5% In March, Q1 GDP Comes In At 2%</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

'The Big Short' Investor Steve Eisman Says He Is Short This Stock: ‘Very Arrogantly Raised Prices By 500%...’

During an interview with CNBC, Eisman stated that the prices Fair Isaac charges lenders for credit checks are higher than those charged by its rival, VantageScore.

<ul class="summary-bullets"><li>MARA announced a $1.5 billion acquisition of Long Ridge Energy &amp; Power on Thursday.</li><li>The company said the new assets are expected to generate approximately $144 million in annualized adjusted EBITDA.</li><li>In an interview with Reuters, Chief Executive Fred Thiel said the company has already attracted interest from potential tenants, including hyperscalers that provide large-scale cloud computing capacity.&nbsp;</li></ul>MARA Holdings (MARA) shares rose in morning trade on Thursday after the company announced it had agreed to acquire Long Ridge Energy &amp; Power for around $1.5 billion, marking another step in the company’s effort to reposition itself beyond Bitcoin (BTC) mining and toward energy and digital infrastructure.The $1.5 billion&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.mara.com/news-events/press-releases/detail/1419/mara-advances-its-optimized-digital-infrastructure-strategy-with-agreement-to-acquire-long-ridge-energy-power">deal</a> includes an assumption of at least $785 million of debt. The acquisition includes a 505-megawatt combined-cycle gas turbine (CCGT) facility and a development campus with more than 1 gigawatt (GW) of potential capacity.&nbsp;<a href="https://stocktwits.com/symbol/MARA">MARA’s stock</a> rose over 7% at market open and was among the top trending tickers on Stocktwits at the time of writing. Retail sentiemnt around the company on the platform trended in ‘bearish’ territory over the past day, accompanied by chatter at ‘normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_30_093701_png_5c8a8df17e.webp" alt="Screenshot 2026-04-30 093701.png" width="1253" height="148"><figcaption>MARA retail sentiment and message volume on April 30 as of 9:40 a.m. ET | Source: Stocktwits</figcaption></figure>MARA said the assets are expected to contribute roughly $144 million in annualized adjusted earnings before interest, tax, depreciation and ammortization (EBITDA) and increase its owned capacity by about 65%. The company also cited all-in operating costs of about $15 per megawatt-hour (MW/h) and said the deal is expected to close in the second half of 2026, subject to regulatory approvals.Some retail traders on Stocktwits questioned the timing and execution of the company’s moves, particularly the absence of confirmed tenants for its data center plans.<stembedurl>https://www.stocktwits.com/Kenexx23/message/651869027</stembedurl>In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/energy/mara-buy-ohio-gas-plant-operator-long-ridge-15-billion-it-pivots-beyond-bitcoin-2026-04-30/">interview</a> with Reuters, Chief Executive Fred Thiel said the company has already attracted interest from potential tenants, including hyperscalers that provide large-scale cloud computing capacity. He added that MARA expects to have a tenant in place around the time the deal closes, in the second half of the year.<h2 class="st-heading-2">MARA’s Shift Beyond Bitcoin Mining Gains Pace</h2>The Bitcoin miner, like many others in the industry, announced that it was pivoting to AI and digital infrastructure in August last year. The firm has since acquired 64% stake in Exaion, a high performance computing firm, and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mara-holdings-stock-rallies-despite-caution-from-analysts-around-ai-pivot/cZTcA5VRITs">launched</a> a joint venture with Starwood Digital Ventures.MARA also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mara-sell-bitcoin-amid-one-billion-net-loss/cZdeZAuRIPZ">sold</a> its Bitcoin holdings in March, divesting 15,133 BTC for around $1.1 billion. CEO Fred Thiel called it a deliberate capital allocation to strengthen the balance sheet, enhance financial flexibility, and fund the pivot to AI/HPC infrastructure and digital energy beyond pure Bitcoin mining.Earlier this week, the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mara-stock-falls-as-new-foundation-launch-fails-to-lift-retail-sentiment/cZB8DmhRed3">established</a> MARA Foundation, announced at the Bitcoin 2026 conference. It supports Bitcoin ecosystem R&amp;D and addresses post-halving challenges, furthering the infrastructure focus. Retail traders on Stocktwits, at the time, expressed their frustration against the CEO for "giving away" money while the stock price was struggling.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> edged 0.3% lower in the last 24 hours to around $76,500. Retail sentiment around the apex cryptocurrency on Stocktwits trended in ‘neutral’ territory over the past day, accompanied by chatter at ‘normal’ levels. BTC’s price is down over 12% year-to-date and has slipped nearly 20% over the past 12 months.Meanwhile, MARA shares have gained nearly 30% this year but remain down over 10% over the past 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/robinhood-cfo-says-gold-membership-built-on-costco-amazon-playbook/cZBM9AtRe4Z">EXCLUSIVE: Robinhood CFO Says Gold Membership Built On Costco, Amazon Prime, Uber Playbook</a>For updates and corrections, email newsroom[at]stocktwits[dot]com &nbsp;

In this photo illustration, the Marathon Digital Holdings (MARA) logo is displayed on a smartphone screen.

MARA Stock Jumps On $1.5 Billion Long Ridge Deal In Latest Shift Beyond Bitcoin Mining

The deal includes a 505 MW power facility and over 1 GW of development capacity, increasing MARA’s owned capacity by about 65%.

Cryptocurrency

The deal includes a 505 MW power facility and over 1 GW of development capacity, increasing MARA’s owned capacity by about 65%.


<ul class="summary-bullets"><li>According to TheFly, Barclays analysts expressed optimism about Meta’s growth, stating that it is growing twice as fast as the digital advertising industry even as it has become leaner.</li><li>This comes amid Meta’s plans to trim its workforce by about 10% in May this year.</li><li>Barclays also added that Meta’s introduction of Muse Spark earlier this month adds to its confidence that the company’s AI investments will pay off later.</li></ul>Shares of Meta Platforms Inc. (META) were on track for the worst single-day decline in six months after the company’s rising capital expenditure outlook spooked investors.Meta expects capex to be between $125 billion and $145 billion in 2026, higher than its previous forecast of $115 billion to $135 billion. According to Meta CFO Susan Li, the higher capex forecast is driven in part by rising memory prices and in part due to additional data center costs to support the company’s future capacity requirements.<a href="https://stocktwits.com/symbol/META">Meta shares</a> were down more than 9% in Thursday’s pre-market trade. META was the top trending ticker on Stocktwits at the time of writing.<h2 class="st-heading-2">Wall Street Divided</h2>According to TheFly, Barclays analysts expressed optimism about Meta’s growth, stating that it is growing twice as fast as the digital advertising industry even as it has become leaner.This comes amid Meta’s plans to trim its workforce by about 10% in May this year, impacting about 8,000 employees.Barclays also added that Meta’s introduction of Muse Spark earlier this month adds to its confidence that the company’s AI investments will pay off later. The firm increased its price target for Meta to $830 from $800, while keeping an ‘Overweight’ rating.Analysts at Cantor Fitzgerald also highlighted the strength of Meta’s advertising business, stating that the company has multiple avenues to monetize its investments over time.However, the firm lowered its price target for Meta to $750 from $850 while maintaining an ‘Overweight’ rating, noting that increased capex to support AI capacity could raise investor concerns about return on investment.Bernstein analysts trimmed their price target for Meta to $850 from $900 while keeping an ‘Outperform’ rating, noting that the company's AI product progress remains unclear and that second-quarter (Q2) revenue guidance was slightly soft.Analysts at JPMorgan also cited the lack of AI product visibility as the reason for downgrading Meta to ‘Neutral’ from ‘Overweight’, while trimming the price target to $725 from $825.<h2 class="st-heading-2">Meta Beats Expectations</h2>Meta reported earnings per share (EPS) of $10.44 in Q1, blowing past Wall Street expectations of an EPS of $6.82. Revenue came in at $56.31 billion, slightly ahead of an estimated $55.55 billion.The company guided for Q2 revenue in the range of $58 billion to $61 billion. At a midpoint of $59.5 billion, it is slightly lower than the consensus estimate of $59.57 billion.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/META">Meta</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.One user stated that Meta should have outlined a clear framework for how its capex will drive revenue over time.<stembedurl>https://stocktwits.com/ntbd618/message/651834080</stembedurl>Another user stated that the capex will set Meta up for incredible growth in the future.<stembedurl>https://stocktwits.com/kyle7324/message/651833222</stembedurl><a href="https://stocktwits.com/symbol/META">META stock</a> is up 1% year-to-date and 21% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 28% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 39%.The Vanguard Growth Index Fund ETF (VUG) is up 31% during this period, while the Vanguard Total Stock Market Index Fund ETF (VTI) is up 28%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mrk-stock-gains-merck-q1-earnings-keytruda-winrevair-ceo-phase-3-robust/cZBMJ1iRe4Q">MRK Stock Soars As Keytruda Delivers Again In Q1, Winrevair Accelerates — CEO Signals Robust Phase 3 Readout Period Ahead</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A computer screen displays Meta logo and a mobile phone screen displays Meta CEO Mark Zuckerberg in the foreground. (Photo by Arda Kucukkaya/Anadolu via Getty Images)

META Stock On Track For Worst Single Day Decline In 6 Months — Wall Street Debates Rising AI Capex Versus Strong Ad Growth

Meta expects capex to be between $125 billion and $145 billion in 2026, higher than its previous forecast of $115 billion to $135 billion.

Current Price	$356.37
Prev Close	$354.18
Open	$355.51
Dividend Yield	N/A
50-Day Moving Average	$335.28
Beta	N/A
Avg. Volume	6.48M
PE Ratio	N/A

52-Week High	$354.69
52-Week Low	$273.58
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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