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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as a forthcoming city council vote on a massive data center project in Independence, Missouri, sparks heated community debate over economic benefits versus local concerns. Investors are also actively discussing the stock's market correlation with a competitor's recent earnings, despite many highlighting NBIS's stronger financial position within the AI infrastructure sector.

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

Indonesia Energy Corp Ltd (INDO) is trending as escalating geopolitical tensions in the Middle East, particularly concerns around the Strait of Hormuz and broader oil supply, fuel significant bullish sentiment across the energy sector. The community is actively discussing INDO's potential for a substantial rally and short squeeze, anticipating higher oil prices to persist for weeks.

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 is surging due to escalating Middle East tensions driving up oil prices, fueling a massive short squeeze as the community speculates on significant upside and debates the implications of the Strait of Hormuz situation.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is trending following its recent full-year earnings report, which highlighted record revenue, a significant profitability turnaround, and a massive AI infrastructure pipeline, driving strong community discussion about its perceived undervaluation despite some lingering skepticism regarding past execution and stock performance.

Hydrograph Clean Power, Inc. engages in the research, development, marketing and commercialization of patented technology to produce pristine graphene, graphene derivatives and services. The company was founded by Harold Charles Davidson on June 26, 2017 and is headquartered in Vancouver, Canada.

Hydrograph Clean Power Inc

Hydrograph Clean Power (HGRAF) is surging after securing regulatory clearances from the US EPA, UK, and EU for commercial graphene sales, removing a major bottleneck and fueling intense community discussion about its high-purity material and anticipated contracts. The recent oversubscribed capital raise further signals market confidence in its path to industrial execution and rapid expansion.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is seeing significant investor interest following a robust Q4 earnings beat and a favorable legal outcome against Shell, while broader sentiment is fueled by surging global LNG prices due to escalating Middle East tensions impacting supply. The community is actively discussing the stock's perceived undervaluation, potential for a short squeeze, and its strong positioning to capitalize on high spot market prices.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending as the community anticipates a Bankable Feasibility Study (BFS) update for its Tanbreez heavy rare earth project in Greenland, with discussions centered on its strategic importance for US national security and defense, amidst escalating global tensions and China's rare earth dominance.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in November 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB is trending due to a significant after-hours sell-off following its Q4 earnings, where a beat on revenue and EPS was overshadowed by weaker-than-expected guidance and leadership departures. The community is debating if the sharp drop is an "overblown" reaction and a "buy the dip" opportunity, or if it reflects concerns over the SaaS sector's outlook and prior valuation.

AeroVironment, Inc. engages in the design, development, and production of multi-domain robotic systems and related services for government agencies and businesses. It operates through the following business segments: UnCrewed Systems, Loitering Munitions Systems, and MacCready Work. The UnCrewed Systems segment focuses primarily on small UAS products designed to operate reliably at lower altitudes in a wide range of environmental conditions. The Loitering Munitions Systems segment focuses primarily on tube-launched aircraft that deploy with the push of a button, fly at higher speeds than small UAS products, and perform either effects delivery or reconnaissance missions, and related support services including training, spare parts, product repair, and product replacement. The MacCready Works segment focuses on customer-funded research and development in the areas of HAPS, robotics, sensors, software analytics, data intelligence, and connectivity. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment is trending after a Raymond James downgrade to Underperform, citing uncertainty around the Space Force's SCAR program, its largest contract, which triggered a sharp intraday decline. The community is actively debating whether the sell-off is an overreaction and market manipulation or a legitimate concern for the defense drone leader.

Intellia Therapeutics, Inc. is a clinical stage genome editing company, which engages in the development of curative therapeutics using the CRISPR/Cas9 system. Its CRISPR/Cas9 system transforms medicine by both producing therapeutics that permanently edit and/or correct disease-associated genes in the human body with a single treatment course, and creates engineered cells that can treat oncological and immunological diseases. The company was founded by Andrew May, Luciano Marraffini, Rodolphe Barrangou, Nessan Bermingham, Rachel Haurwitz, Erik Sontheimer, Jennifer Doudna, and Derrick Rossi in May 2014 and is headquartered in Cambridge, MA.

Intellia Therapeutics Inc

Intellia Therapeutics is trending as the FDA lifted the clinical hold on its MAGNITUDE-2 Phase 3 trial, with the patient death now attributed to an ulcer rather than the CRISPR-based therapy. The community is actively discussing a significant short squeeze potential due to high short interest, with many seeing the stock as undervalued and this development as a positive signal for the broader gene-editing industry.

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<ul class="summary-bullets"><li>Intrator said that the company has made “an intentional decision” to scale its infrastructure to meet client demand while understanding that margins would take a hit.&nbsp;</li><li>Meanwhile, Michael Burry said on Friday in a Substack post that Coreweave was designed to lose money.</li><li>The CEO’s remarks come as CRWV stock plummeted in Friday morning trade after the company announced capex for the year that was more than double from 2025 levels.</li></ul>CoreWeave Inc. (CRWV) CEO Mike Intrator justified the company’s massive capital expenditure plans for 2026, citing growing market demand for compute and large orders.“Our clients are increasing the demand signals that they are giving us,” Intrator told CNBC in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/video/2026/02/27/watch-cnbcs-full-interview-with-coreweave-ceo-mike-intrator.html">interview</a> on Friday, adding that demand for infrastructure has been “relentless” amid a shift into enterprise and sovereigns.The CEO’s remarks come as CRWV stock plummeted in the morning trade after the company announced capital expenditure plans for the year that were more than double of 2025.“I understand the concerns that people have as they see us allocating a massive scale of money to this market, but the truth of the matter is, our backlog is enormous,” he said.<a href="https://stocktwits.com/symbol/CRWV">CRWV shares</a> were down more than 18% at the time of writing.<h2 class="st-heading-2">Conscious Choice</h2>Intrator said in the interview that the company has made “an intentional decision” to scale its infrastructure to meet client demand, while understanding that margins would take a hit. “This is a once-in-a-generation moment,” he said.“We are constrained by our capacity to deliver more capacity to the market,” he added, explaining that every dollar of investment made today would result in more dollars earned through compute revenue over the next five years.CoreWeave posted fourth-quarter (Q4) <a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-slumps-on-coreweave-capex-projections-for-2026/cZTcmZKRITh">earnings</a> on Thursday, reporting a wider-than-expected loss per share. The company projected capex of $30 billion to $35 billion in 2026, compared to $14.9 billion spent in 2025.<h2 class="st-heading-2">Burry’s Take</h2>“The Big Short” investor Michael Burry said on Friday that CoreWeave was designed to lose money. In a Substack <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/@michaeljburry/note/c-220488532">note</a>, Burry said, “CoreWeave exists as an off balance sheet SPV designed to lose money. Except the enthusiasm for spending on this bubble got so extreme they took it public.”<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_27_at_11_10_06_PM_png_35835e995f.webp" alt="Screenshot 2026-02-27 at 11.10.06 PM.png" width="1268" height="1541"></figure>&nbsp;Burry compared this to American multinational telecommunications company Level 3 Communications. “CoreWeave is worse because LVLT infrastructure did not depreciate anywhere near as fast. Which makes Coreweave worse,” he said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around CRWV stock increased from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.One bullish user said they were convinced about the CEO’s rationale.<stembedurl>https://stocktwits.com/JOEYBUYDEN/message/646093272</stembedurl>&nbsp;Shares of CRWV have gained more than 98% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

2025/07/18: In this photo illustration, the logo of CoreWeave, a U.S.-based AI cloud computing startup, is displayed on a smartphone screen. 

CoreWeave CEO Justifies Capex Spend Amid Stock Price Plummet, Touts High Demand: ‘Our Backlog Is Enormous’

CoreWeave CEO Mike Intrator said in an interview with CNBC on Friday that the company’s massive capital expenditure plans for 2026 were on the back of growing demand for compute, as well as enormous backlogs. 

Equity

<ul class="summary-bullets"><li>CoreWeave CFO Nitin Agrawal downplayed concerns over the capex surge, stating that the company begins to incur data center lease costs, including power and depreciation, once new capacity comes online.</li><li>He added that customer revenue ramps over subsequent months, and that a substantial part of the capex surge is tied to already signed customer contracts.</li><li>The earnings and guidance miss, as well as the surge in capex, led to a slew of price target cuts from analysts, according to TheFly.</li></ul>CoreWeave Inc. (CRWV) shares slumped more than 19% in Friday’s opening trade after the company’s fourth-quarter (Q4) earnings missed expectations and its capital expenditure plans for 2026 more than doubled from 2025 levels.CoreWeave reported a loss of $0.56 per share on revenue of $1.57 billion, compared to Wall Street expectations of a loss of $0.49 per share on revenue of $1.53 billion, according to Fiscal.ai data.<h2 class="st-heading-2">CoreWeave Lays Down Capex Plans For 2026</h2>CoreWeave projected capex of $30 billion to $35 billion in 2026, more than double the $14.9 billion the company incurred in 2025. Its first-quarter (Q1) revenue guidance of $1.9 billion to $2 billion also fell below Wall Street's $2.24 billion estimate.However, CFO Nitin Agrawal downplayed concerns of the capex surge. “Substantially, all of it is tied to our already signed customer contracts that we intend to bring online this year as we expect to double our active power capacity to more than 1.7 gigawatts by year-end,” he said during a post-earnings call with analysts.Agrawal added that the company begins to incur data center lease costs, including power and depreciation, once new capacity comes online, while customer revenue ramps over subsequent months.<h2 class="st-heading-2">Analysts Trim Price Targets</h2>The earnings and guidance miss, as well as the surge in capex, led to a slew of price target cuts from analysts, according to TheFly.Analysts at JPMorgan cut the price target for CRWV to $90 from $110, while keeping a ‘Neutral’ rating on the stock. The firm stated that CoreWeave’s investment cycle is “more pronounced than expected.”Mizuho analysts trimmed their price target for CoreWeave to $95 from $100, noting that the company’s spending is rising alongside its order backlog.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave</a> stock trended in the ‘bullish’ territory, with message volumes at ‘extremely high’ levels.One bullish user stated that they can’t see CRWV stock falling further.<stembedurl>https://stocktwits.com/abman54/message/646085939</stembedurl>Another user stated that most analyst price targets will keep it above $100.<stembedurl>https://stocktwits.com/GoVeryLong/message/646088347</stembedurl><a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> is up 13% year-to-date and 107% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kore-stock-soaring-pre-market-heres-why/cZTcjBpRITJ">KORE Stock Is Ripping Pre-Market Today After Company Agrees To A Deal To Take It Private</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of CoreWeave Inc. (NASDAQ:CRWV) on August 8, 2025, in Chongqing, China. 

CRWV Stock Slumps On CoreWeave's 2026 Capex Projections Doubling From Previous Year – Analysts Say Company's Investment Cycle Is 'More Pronounced Than Expected'

The company projected capex of $30 billion to $35 billion in 2026, more than double the $14.9 billion it incurred in 2025.

<ul class="summary-bullets"><li>According to regulatory filings, the company estimates it will incur charges of approximately $450 million to $500 million in connection with the workforce reduction.</li><li>The company expects that the majority of the restructuring charges will be incurred in the first quarter of fiscal 2026.</li><li>Block on Thursday reported revenue of $6.25 billion for its fourth quarter, below analysts’ estimate of $6.32 billion, according to data from Fiscal.ai.</li></ul>Jack Dorsey's Block&nbsp;said on Thursday it will&nbsp;lay off more than 4,000 people from its 10,000-person workforce, sending shares surging 20% in extended trading.&nbsp;“We're reducing Block by nearly half, from over 10,000 people to just under 6,000, which means that over 4,000 people are being asked to leave or entering into consultation,” Dorsey, Block’s co-founder and CEO, wrote in a letter to shareholders.Dorsey said that Intelligence tools have changed what it means to build and run a company and Block is already seeing it internally. A significantly smaller team, using the tools the company is building, can do more and do it better, he said.&nbsp;<h2 class="st-heading-2">What Charges Does Block Expect?</h2>According to regulatory filings, the company said it currently estimates that it will incur charges of approximately $450 million to $500 million in connection with the workforce reduction, consisting primarily of cash expenditures for notice period and severance payments, employee benefits, and related costs as well as non-cash expenses related to vesting of share-based awards.&nbsp;The company expects that the majority of the restructuring charges will be incurred in the first quarter of fiscal 2026, and that the execution of the plan will be substantially complete by the end of the second quarter of fiscal 2026.<h2 class="st-heading-2">Block's Q4 Results</h2>Block on Thursday reported revenue of $6.25 billion for its fourth quarter, below analysts’ estimate of $6.32 billion, according to data from Fiscal.ai.Its adjusted profit per share of $0.65 also fell short of the $0.67 per share expected.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around <a href="https://stocktwits.com/symbol/XYZ">XYZ</a> trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;Shares in the company have risen 6.7% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Block Inc. logo displayed on smartphone screen

Jack Dorsey’s Block To Lay Off Nearly Half Of Its 10,000 people Workforce, Stock Rockets 20%

Dorsey said that Intelligence tools have changed what it means to build and run a company and a significantly smaller team, using the tools the company is building, can do more and do it better.

Jack Dorsey’s Block To Lay Off Nearly Half of Its 10,000 people Workforce, Stock Rockets 20%

Dorsey said that Intelligence tools have changed what it means to build and run a company and a significantly smaller team, using the tools the company is building, can do more and do it better.


<ul class="summary-bullets"><li>Product revenue accounts for a major portion of the company’s total revenue, which analysts estimate to be at $1.31 billion for Q1.</li><li>The company reported Q4 revenue of $1.23 billion, growing 30% year-over-year.</li><li>Adjusted and diluted earnings per share came in at $0.32 in Q4, compared to $0.30 in the corresponding quarter of last year.</li></ul>Shares of Snowflake Inc. (SNOW) fell 2% after-hours on Wednesday after the company’s sales guidance failed to stir investor sentiment.The company now expects first-quarter (Q1) product revenue in the range of $1.262 billion to $1.267 billion. Product revenue accounts for a major portion of the company’s total revenue, which analysts estimate to be at $1.31 billion for Q1, according to data from Fiscal AI.For the fiscal year 2027, the company sees product revenue of $5.66 billion.<h2 class="st-heading-2">Q4 Numbers</h2>Snowflake Inc. is a cloud-based data platform company that provides a fully managed service for storing, managing, analyzing, and sharing large volumes of data across organizations.The company reported Q4 revenue of $1.23 billion, growing 30% year-over-year, and trailing analyst expectations of $1.25 billion, according to data from Fiscal AI. Snowflake said that the company added 740 net new customers in the quarter.Adjusted and diluted earnings per share came in at $0.32, compared to $0.30 in the corresponding quarter of last year.“AI is driving expanded workloads and a broader user base, reinforcing the strength of Snowflake’s overall business,” the company said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around SNOW jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume increased from ‘normal’ to ‘extremely high’ levels.A Stocktwits user expressed pessimism regarding the use of AI within software companies moving the revenue needle in any big way contrary to the company’s hopes otherwise.<stembedurl>https://www.stocktwits.com/1986iamwallstreet/message/645919613</stembedurl><a href="https://stocktwits.com/symbol/SNOW">SNOW stock</a> has gained 3% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/gene-munster-flags-concerns-over-nvidia-long-term-growth/cZRyl9bRIGH">Gene Munster Flags Concerns Over Nvidia’s Long-Term Growth Trajectory Despite Blockbuster Q4 Earnings</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Snowflake Ink logo is displayed on a mobile phone with the company's emblem seen in the background.

SNOW Shares Slip After-Hours On Guidance That Failed To Stoke Investor Sentiment

The company now expects first-quarter (Q1) product revenue in the range of $1.262 billion to $1.267 billion.

<ul class="summary-bullets"><li>The CNode-X solution will integrate Super Micro’s GPU and storage servers with VAST’s InsightEngine and DataBase operating systems.</li><li>The companies unveiled the solution at the VAST Forward conference in Salt Lake City, held from Feb. 24–26.</li><li>The announcement comes ahead of Nvidia’s Q4 earnings, expected after-market hours on Wednesday.</li></ul>Shares of Super Micro Computer Inc. (SMCI) rose more than 8% on Wednesday after the company announced the launch of a new enterprise artificial intelligence data platform in collaboration with New York-based VAST Data.The CNode-X solution will integrate Super Micro’s GPU and storage servers with VAST’s InsightEngine and DataBase operating systems, and leverage Nvidia’s open models, microservices, and libraries to form an AI infrastructure stack that will help enterprises to deploy a fully-integrated AI solution."Together, we enable organizations to accelerate AI factory deployment, whether scaling large AI initiatives or deploying enterprise applications like generative AI and video analytics," said Charles Liang, president and CEO of Super Micro Computers.The announcement comes ahead of Nvidia’s fourth-quarter (Q4) earnings, expected after-market hours on Wednesday.<h2 class="st-heading-2">AI Platform Upgrade</h2>The new CNode-X follows Nvidia’s AI Data Platform reference architecture, which incorporates GPU acceleration to increase data vectorization, vector database searching, and inference workloads.The company said that the new AI data platform combines validated hardware, including the CloudDC AS-1116CS-TN and SYS-212GB-FNR with NVIDIA Blackwell GPUs, with VAST’s AI operating system and Nvidia’s libraries to deliver ready-to-run AI workflows.This would serve as a storage foundation for large AI deployments, support liquid-cooled GPU systems, enable rapid rack-level deployment and installation, and provide centralized management through the SuperCloud Suite.The companies unveiled the solution at the VAST Forward conference in Salt Lake City, held from Feb. 24–26, as per the statement.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SMCI">SMCI shares</a> remained in the ‘bullish’ territory over the past 24 hours amid ‘low’ message volumes.One bullish user touted the Nvidia collaboration as ‘good news.’<stembedurl>https://stocktwits.com/th66/message/645878004</stembedurl>&nbsp;Another user predicted that SMCI shares would surge over $40 if Nvidia posted strong results.<stembedurl>https://stocktwits.com/karuma87/message/645861579</stembedurl>&nbsp;SMCI shares have declined more than 26% 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/nvidia-is-massively-underestimated-says-dan-ives-ahead-of-q4-earnings/cZRyQOqRIGV">Nvidia Is ‘Massively Underestimated,’ Says Dan Ives, Ahead Of Q4 Earnings</a>

In this photo illustration, the Super Micro Computer, Inc. logo is seen displayed on a smartphone screen. 

SMCI Stock Surges On Launch Of Nvidia-Powered Enterprise AI Data Platform 

Super Micro Computer on Wednesday announced the launch of a new enterprise AI data platform in collaboration with VAST Data that will leverage Nvidia’s open models, microservices, and libraries.

<ul class="summary-bullets"><li>Blue Owl announced last week that it has stepped up the plans to return capital to investors, stating that it has reached an agreement to sell $1.4 billion of its direct lending assets from three funds to four institutional investors.</li><li>However, the private credit player also announced a change in the redemption policy in the Blue Owl Development Corporation II (OBDC II) fund.</li><li>Instead of allowing investments to be redeemed on a quarterly basis, Blue Owl stated that it would sell the assets and pay investors back, without specifying a timeline.</li></ul>Blue Owl Capital Inc. (OWL) Co-CEO Doug Ostrover reportedly admitted that the fallout from halting redemptions in one of the company’s funds is causing headaches.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/finance/investing/blue-owl-fallout-sets-off-retail-investor-panic-their-advisers-are-urging-calm-e6d81c5f">report</a> by The Wall Street Journal citing people familiar with the matter, Ostrover and Co-President Craig Packer made the acknowledgement during a call on Monday that included thousands of financial advisors who distribute the company’s funds.Ostrover and Packer also walked these financial advisors through an explanation of the firm’s decision to permanently halt the redemptions at one of its funds.<a href="https://stocktwits.com/symbol/OWL">Blue Owl shares</a> were up more than 1% in Wednesday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘extremely bullish’ territory at the time of writing.<h2 class="st-heading-2">What Did Blue Owl Do?</h2>Blue Owl announced last week that it has stepped up the plans to return capital to investors, stating that it has reached an agreement to sell $1.4 billion of its direct lending assets from three funds to four institutional investors.However, the private credit player also announced a change in the redemption policy in the Blue Owl Development Corporation II (OBDC II) fund. Instead of allowing investments to be redeemed on a quarterly basis, Blue Owl stated that it would sell the assets and pay investors back, without specifying a timeline.<h2 class="st-heading-2">Bessent Expresses Concern</h2>Treasury Secretary Scott Bessent expressed concern following Blue Owl’s announcement, according to a Yahoo Finance&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://finance.yahoo.com/news/we-are-concerned-scott-bessent-says-treasury-is-keeping-a-close-eye-on-the-private-credit-market-145117264.html">report</a>.“If there is something rotten, it is not going to be handed to the individual investors," Bessent said.Reacting to the development, Mohamed El-Erian, Chief Economic Advisor at Allianz, wondered if this were a “canary-in-the-coalmine” moment.“There’s plenty to think about here, starting with the risks of an investing phenomenon in advanced (not developing) markets that has gone too far overall (short answer: yes), to the approaches being taken by specific firms (lots of differences, yet subject to the “market for lemons” risk). There’s also the ‘elephant in the room’ question regarding much larger systemic risks,” he said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elerianm/status/2024432428052365443">post</a> on X.<figure class="image"><img src="https://news.stocktwits-cdn.com/Erian_post_jpg_1175c3e990.webp" alt="Mohamed El-Erian's post on X" width="722" height="528"><figcaption>Mohamed El-Erian's post on X | @elerianm/X</figcaption></figure><a href="https://stocktwits.com/symbol/META">OWL stock</a> is down 28% year-to-date and 51% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wbd-confirms-receipt-of-paramounts-revised-bid-board-favors-netflix/cZRvyleR4CJ">WBD Reviewing Revised PSKY Offer Even As Board Reaffirms Support For Netflix Merger</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Blue Owl Capital logo is seen displayed on a smartphone screen

Blue Owl Co-CEO Admits Fallout From Halting Redemptions Is Causing Headaches: Report

Co-CEO Doug Ostrover and Co-President Craig Packer made the acknowledgement during a call on Monday with thousands of financial advisors who distribute the company’s funds.

<ul class="summary-bullets"><li>Stripe is a long-time partner of the Facebook-parent, with the two companies partnering in 2023 to launch a WhatsApp feature that allows businesses to accept payments directly in chats.</li><li>Last year, Stripe completed the acquisition of Bridge, a company that focused on making it easier for businesses to accept stablecoin payments.</li><li>Stripe CEO Patrick Collison is also a member of Meta’s board of directors.</li></ul>Meta Platforms Inc. (META) is reportedly planning a revival of its stablecoin efforts later this year, with Stripe Inc. being a potential candidate for the pilot.According to a CoinDesk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coindesk.com/business/2026/02/24/mark-zuckerberg-s-meta-is-planning-stablecoin-comeback-in-the-second-half-of-this-year">report</a> citing people familiar with the matter, Meta has sent out a Request for Product (RFP) to third-party vendors to help facilitate payments in a token pegged to the U.S. dollar.The report states that Meta is planning to integrate the technology with a vendor to implement the payments system and a new wallet.<a href="https://stocktwits.com/symbol/META">Meta shares</a> were up 0.3% in Tuesday’s midday trade. Retail sentiment on Stocktwits around the company trended in the ‘bearish’ territory at the time of writing.Senator Elizabeth Warren wrote to Meta in June 2025 to confirm if the company was indeed reviving its stablecoin efforts.“Big Tech companies’ issuing or controlling their own private currencies, like a stablecoin, would threaten competition across the economy, erode financial privacy, and cede control of the U.S. money supply to monopolistic platforms that have a history of abusing their power,” Warren said in the letter.<h2 class="st-heading-2">Stripe’s Meta Connection</h2>Stripe, one of the likely candidates for Meta’s stablecoin pilot, is a longtime partner of the Facebook parent. In 2023, the two companies partnered to launch a WhatsApp feature allowing businesses to accept payments directly in chats.Last year, Stripe completed the acquisition of Bridge, a company that focused on making it easier for businesses to accept stablecoin payments. Stablecoins are a type of cryptocurrency whose values are pegged to a real-world asset, such as the U.S. dollar.Stripe CEO Patrick Collison is also a member of Meta’s board of directors.<h2 class="st-heading-2">Meta’s Previous Stablecoin Attempt</h2>Meta has tried to launch its own stablecoin in the past, with plans to roll it out initially in 2020.&nbsp;The company initially named the stablecoin Libra, but later rebranded it as Diem. However, the company only released rudimentary experimental code before shelving its plans.However, there was backlash against Meta’s stablecoin plans, with regulators in the U.S., the European Union, and other countries flagging concerns with Diem. In the U.S., both Democrats and Republicans have opposed Meta’s stablecoin, according to a Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/a88fb591-72d5-4b6b-bb5d-223adfb893f3">report</a>.<a href="https://stocktwits.com/symbol/META">META stock</a> is down 3% year-to-date and 5% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-stock-soars-on-meta-expanded-6-gigawatt-deal-for-amd-gpus/cZRvDZZR4Cb">AMD Stock Soars Pre-Market After Meta Expands Multi-Year AI Chip Partnership</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Meta Platforms Inc. (NASDAQ: META)von July 28, 2025 in Chongqing, China. 

Meta Is Planning A Revival Of Its Stablecoin Efforts, Stripe Could Be A Likely Candidate For The Pilot: Report

The report stated that Meta is planning to integrate the technology with a vendor to implement the payments system and a new wallet.

<ul class="summary-bullets"><li>AMD stated that the first tranche of the performance-based warrant will vest with the initial 1-gigawatt of shipments, with additional tranches vesting as Meta’s purchases scale to six gigawatts.</li><li>Further vesting is also tied to AMD’s stock achieving certain price thresholds, and exercise is tied to Meta achieving key technical and commercial milestones.</li><li>AMD and Meta also announced they are expanding their EPYC processor partnership, with Meta as a lead customer for AMD’s sixth-generation EPYC CPUs, codenamed Venice and Verano.</li></ul>Advanced Micro Devices Inc. (AMD) shares soared&nbsp;as much as 14% in Tuesday’s pre-market session&nbsp;before paring some of the gains to hover 10% higher after the company announced an expanded strategic partnership with Meta Platforms Inc. (META).As part of the partnership, Meta will deploy six gigawatts of AMD GPUs to power Facebook-parent’s next generation of AI infrastructure.“This multi-year, multi-generation collaboration across Instinct GPUs, EPYC CPUs and rack-scale AI systems aligns our roadmaps to deliver high-performance, energy-efficient infrastructure optimized for Meta’s workloads, accelerating one of the industry’s largest AI deployments and placing AMD at the center of the global AI buildout,” said AMD CEO and Chair, Lisa Su.As part of the agreement, AMD has issued Meta a performance-based warrant for up to 160 million shares of AMD common stock. This warrant will vest as specific milestones associated with Instinct GPU shipments are achieved.AMD stated that the first tranche of the performance-based warrant will vest with the initial 1-gigawatt of shipments, with additional tranches vesting as Meta’s purchases scale to six gigawatts. Further vesting is also tied to AMD’s stock achieving certain price thresholds, and exercise is tied to Meta achieving key technical and commercial milestones.Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD</a> trended in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">AMD, Meta Expand EPYC Processor Partnership</h2>AMD and Meta also announced that they are expanding their EPYC processor partnership. AMD said that Meta will be a lead customer for its sixth-generation EPYC CPUs, codenamed Venice and Verano.Verano is AMD’s next-generation EPYC processor designed with workload-specific optimizations to deliver leadership performance-per-dollar-per-watt.AMD added that Meta has deployed millions of its EPYC processors, with significant deployments of the AMD Instinct MI300 and MI350 series GPUs across its global infrastructure.<h2 class="st-heading-2">Past Deals</h2>The Meta deal struck by AMD is similar to the one it announced with OpenAI in October 2025. As part of its OpenAI deal, AMD said the AI startup will deploy up to 6 gigawatts of AMD GPUs, with the first gigawatt deployment kicking off in the second half of 2026.AMD issued OpenAI a warrant for up to 160 million shares, with vesting tied to deployment milestones and the chipmaker’s stock price.AMD also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-50000-amd-ai-chips-growing-competition-nvidia/ch6mofhR3mK">struck a deal</a> with Oracle Corp. (ORCL) in October 2025, with Oracle announcing it will deploy 50,000 AMD AI chips, starting in the third quarter (Q3) of 2026 and continuing through 2027.<a href="https://stocktwits.com/symbol/AMD">AMD stock</a> is down 8% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/META">META stock</a> is down 3%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/novo-nordisk-phase-2-trial-new-obesity-drug-china-nvo-stock-down-premarket/cZRvMqhR4zH">NVO Stock Continues To Decline Pre-Market After Monday’s Crash Amid CagriSema Setback – But Tuesday Brings Some Hope From China</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the AMD logo is seen displayed on the screen of a tablet

AMD Stock Soars Pre-Market After Meta Expands Multi-Year AI Chip Partnership

As part of the agreement, AMD has issued Meta a performance-based warrant for up to 160 million shares of AMD common stock.

<ul class="summary-bullets"><li>Zepbound KwikPen prices range from $299 to $449 per month, according to Eli Lilly.</li><li>The company stated that in the SURMOUNT-1 trial, adults taking Zepbound 15 mg lost an average of 20.9% of their body weight over 72 weeks, compared to 3.1% with placebo.</li><li>Among participants in the SURMOUNT-5 open-label study, those who took Zepbound lost an average of 20.2% of their body weight, or about 50 lbs.</li></ul>Eli Lilly and Co. (LLY) on Monday announced a new version of its blockbuster weight-loss drug Zepbound, available in a KwikPen with a month’s supply.The new Zepbound KwikPen can be purchased by cash-paying customers through LillyDirect, Eli Lilly’s direct-to-customer website. The new Zepbound KwikPen starts at $299 for the lowest dose.<a href="https://stocktwits.com/symbol/LLY">Eli Lilly shares</a> were up more than 4% in Monday’s opening trade. Retail sentiment on Stocktwits around the company trended in the ‘bearish’ territory at the time of writing.“As part of our commitment to supporting people living with obesity in their weight management journey, we are introducing a new option with the Zepbound KwikPen,” said Ilya Yuffa, executive vice president and president of Lilly USA and Global Customer Capabilities.<figure class="table"><table class="ck-table-resized"><colgroup><col><col></colgroup><tbody><tr><td>Zepbound Dose</td><td>Price per month</td></tr><tr><td>2.5 mg</td><td>$299</td></tr><tr><td>5 mg</td><td>$399</td></tr><tr><td>7.5 mg, 10 mg, 12.5 mg, 15 mg</td><td>$449</td></tr></tbody></table></figure>Source: Eli Lilly’s LillyDirect website<h2 class="st-heading-2">Lilly Touts Zepbound’s Efficacy</h2>In its announcement, Lilly touted Zepbound's efficacy as the driver of demand for the weight-loss drug.The company stated that in the SURMOUNT-1 trial, adults taking Zepbound 15 mg lost an average of 20.9% of their body weight over 72 weeks, compared to 3.1% with placebo.Among participants in the SURMOUNT-5 open-label study, those who took Zepbound lost an average of 20.2% of their body weight, or about 50 lbs. In comparison, those who took Novo Nordisk AS’s (NVO) Wegovy reported 13.7% weight loss on average, or about 33 lbs, the company said.<h2 class="st-heading-2">Whom Can Zepbound Help?</h2>Lilly stated in its announcement that Zepbound can help adults with obesity, or those who are overweight and also have weight-related medical problems.The company added that Zepbound may also help adults with moderate-to-severe obstructive sleep apnea (OSA) and obesity to improve their OSA.<a href="https://stocktwits.com/symbol/LLY">LLY stock</a> is down 2% year-to-date, but up 20% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-nvo-stock-falling-pre-market-today/cZRtZlKR4UC">Why Is NVO Stock Falling Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A sign with the company logo sits outside of the headquarters campus of Eli Lilly and Company on March 17, 2024 in Indianapolis, Indiana. (Photo by Scott Olson/Getty Images)

Eli Lilly Announces New Version Of Zepbound With A Month’s Worth Of Doses In KwikPen — How Much Will It Cost?

The new Zepbound KwikPen can be purchased by cash-paying customers through LillyDirect, Eli Lilly’s direct-to-customer website.

<ul class="summary-bullets"><li>Mahoney added that investors are going to brace themselves, while citing the post-earnings selloff in equities despite strong results.</li><li>He said that even if Nvidia’s Q4 results beat Wall Street expectations, investors will still ask what’s next for the company.</li><li>Analysts at Aletheia Capital upgraded the NVDA stock to ‘Buy’ from ‘Hold’ on Monday, saying that the company, along with TPU firms, is expected to capture a lion’s share of the $530 billion in&nbsp;compute&nbsp;capital expenditure.</li></ul>Nvidia Corp.’s (NVDA) fourth-quarter (Q4) earnings are due out on Wednesday, and ahead of the results, Ken Mahoney, president and CEO of Mahoney Asset Management, said that investors need reassurance about the AI trade’s prospects.During an interview with Schwab Network, Mahoney pointed to tech stocks like Microsoft Corp. (MSFT) and Amazon.com Inc. (AMZN) struggling after reporting their latest quarterly results.“They’re the epicenter of AI, maybe they can kinda fill us in [as to] what’s happening,” Mahoney said, referring to Nvidia.<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> were down 0.1% in Monday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">What Nvidia Needs To Deliver This Quarter&nbsp;</h2>Wall Street is expecting Nvidia to report earnings per share (EPS) of $1.53 in Q4, soaring by 80% year-on-year compared to $0.8 during the same period a year ago, according to Stocktwits data. The AI giant is expected to report revenue of $65.97 billion, from $39.33 billion in the year-ago period, growing by about 68% YoY.“It’s not about beating and guiding higher — I think all those companies did that, all Mag 7 did that, I think, except for Tesla — it’s the reaction to it,” Mahoney said, while referring to the muted market reaction to Mag 7 stocks post earnings.“Even if Nvidia blows out the numbers, investors are still kinda gonna go like, ‘Okay, what’s gonna happen next?’” he said, while noting that even Palantir Technologies Inc. (PLTR) lost its post-earnings gains in a few sessions.Mahoney added that investors are going to brace themselves, while citing the post-earnings selloff in equities despite strong results.“They (Nvidia) really need to blow it out as far as the topline [is concerned]. They really need to blow it out as far as the net [profit is concerned]. And they kind of need to come around and let us feel reassured that the AI trade is still in its early innings,” he added.<h2 class="st-heading-2">Nvidia Expected To Capture Lion’s Share Of $530 Billion Compute Capex</h2>Ahead of Nvidia’s Q4 earnings, analysts at Aletheia Capital upgraded the NVDA stock to ‘Buy’ from ‘Hold’ with a price target of $250, according to TheFly. This implies an upside of nearly 32% from Friday’s closing price.The firm’s analysts expect Nvidia and Tensor Processing Unit (TPU) supply chain participants to capture a lion’s share of the $530 billion in&nbsp;compute&nbsp;capital expenditure.Explaining its rationale for upgrading Nvidia, Aletheia Capital said the inventory hike on the company’s balance sheet could normalize from Q4 FY2026, supported by robust module build and the anticipated improvement in rack shipments.“Against this backdrop, we forecast NVDA’s data center revenue to reach $475 billion in fiscal 3Q26 through fiscal 4Q27E, closely aligned with NVDA’s $500 billion guidance,” the firm said in its latest note.It expects Nvidia to beat both Q4 expectations and first-quarter (Q1) guidance.<h2 class="st-heading-2">The Barometer For A Multi-Year AI Megatrend</h2>I/O Fund’s Beth Kindig stated in a recent note that, based on Taiwan Semiconductor Manufacturing Co.’s (TSM) latest results, there is a multi-year AI megatrend.“When the world’s most advanced foundry raises its long-term AI growth forecasts, commits more than $50 billion annually to capacity, and openly states that hyperscalers are coming directly to secure wafers years in advance, it provides a level of visibility that few companies in the AI ecosystem can match,” Kindig said.The analyst said that TSMC’s material capex expansion through 2026 points to confidence that extends well beyond the next product cycle and into the latter half of the decade.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> is up 2% year-to-date and 35% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-nvo-stock-falling-pre-market-today/cZRtZlKR4UC">Why Is NVO Stock Falling Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen.

Nvidia Must Deliver A Blowout To Reassure Investors That AI Trade Is Still Young, Expert Says Ahead Of NVDA's Q4 Results

Being at the epicenter of AI, Ken Mahoney hopes that Nvidia will offer clues as to what’s happening in the technology sector.

After Microsoft And Amazon, Nvidia Faces A Higher Bar This Earnings Season – Expert Says AI Leader Must ‘Blow It Out’ In Q4

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