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

Terra Luna Classic

Terra Luna Classic is experiencing significant community buzz driven by anticipation for upcoming validator upgrades and potential token supply reduction measures. Investors are debating the long-term utility of the project, while social media sentiment remains polarized between those hoping for a major recovery and those skeptical of its historical volatility.

Far below the surface, where light no longer reaches and noise collapses into silence, the Sperm Whale endures.  It does not rely on speed or spectacle. It survives through mass, intelligence, and absolute awareness of its surroundings.  This project is shaped by the same principle — strength formed under pressure, movement guided by understanding, and conviction built where others cannot remain.  While the surface reacts, the deep decides.

The Sperm Whale

The Sperm Whale crypto community remains highly active as investors push for a breakout, with social sentiment focused on aggressive buy-the-dip strategies and hopes of erasing zeros. Despite skepticism surrounding its volatility and rotation into competing meme projects, supporters are actively organizing on social platforms to defend the price floor and fuel a potential move toward previous highs.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is currently trending due to intense community debate surrounding its valuation and the effectiveness of its AI-driven ad engine, Axon, as investors weigh strong fundamental performance against broader sector skepticism. Community discussion is sharply divided between bulls highlighting upcoming earnings potential and margin expansion, and critics pointing to extreme volatility and concerns over institutional selling pressure.

PG&E Corp. operates as a holding company, which engages in generation, transmission, and distribution of electricity and natural gas to customers. It specializes in energy, utility, power, gas, electricity, solar, and sustainability. The company was founded on November 17, 1995 and is headquartered in Oakland, CA.

PG&E Corp.

PG&E (PCG) is trending as investors weigh strong data center energy demand against lingering concerns over wildfire-related liabilities. The community is actively discussing the stock's long-term infrastructure investment potential and its role as a defensive utility play amid ongoing market volatility.

Biohaven Ltd. is a global clinical stage biopharmaceutical company, which engages in the discovery, development, and commercialization of therapies for people with neurological and neuropsychiatric diseases. The company was founded on May 2, 2022 and is headquartered in New Haven, CT.

Biohaven Ltd

Biohaven Pharmaceutical Holding Company Ltd

Biohaven is currently a focal point for investors as the company navigates a critical FDA appeal process for its spinocerebellar ataxia therapy, with the community actively speculating on the impact of recent leadership changes at the FDA on potential drug re-reviews. Discussions are dominated by the search for a new path forward following a prior rejection, balanced against strong institutional positioning and institutional conviction that the company's broader pipeline remains significantly undervalued.

What is Chronotech? Chrono.tech provides blockchain-based solutions for recruitment, HR and payment processes, reducing the barriers to accessing work and transferring funds securely in the global labor marketplace. The project’s suite of services - and native governance token TIME - are hosted on multiple blockchains and include LaborX.com, a peer-to-peer freelancer marketplace, TimeX.io, a Plasma-based cryptocurrency exchange; AUDT, an Australian dollar-backed stablecoin; and PaymentX, a crypto invoicing and payroll solution.  TIME token The TIME token is the native token of the Chrono.tech ecosystem and can be used within its products, e.g. to secure premium account status, as well as staking TIME on TimeWarp.finance to receive the revenues generated by all services. In November 2020, the original TIME token was upgraded to the new ERC677 standard, enabling it to be integrated with other DeFi protocols, allowing lower-cost transactions, and providing other advantages, while remaining fully ERC20-compatible. The new TIME 2.0 token contract also included up-to-date metadata about the project.  Chrono.tech products and ecosystem Chrono.tech aims to solve a series of problems in the global recruitment and employment markets. LaborX is Chrono.tech’s freelance work portal. The service allows freelancers and customers to organise work via digital agreements, powered by smart contracts. All payments are escrowed and made in cryptocurrency. Once a job is completed, escrowed payments are released automatically. A dispute resolution service is available in case of disagreement. TimeX is Chrono.tech’s cryptocurrency exchange. TimeX is a hybrid Plasma-based exchange that offers the benefits of both centralised and decentralised technologies. Use of Plasma allows for fast, secure trading of digital assets. The conventional interface provides a user-friendly trading experience. Based in Australia, TimeX is licensed and compliant with rules and best practices required by AUSTRAC, the country’s financial intelligence agency. TimeX is listed on CoinMarketCap https://coinmarketcap.com/exchanges/timex/ TimeWarp is the ecosystem’s DeFi yield farming application where TIME holders can stake their token to earn revenues generated by all products of the Chrono.tech product range. All 100% of revenues generated are being distributed to TIME holders on a weekly basis. AUDT is a stablecoin, hosted on the Ethereum blockchain and backed 1:1 with Australian dollars (AUD). Use of AUDT enables traders to move money into and out of the blockchain ecosystem from an Australian bank account, to store value in AUD on the blockchain and transfer funds anywhere in the world, quickly and easily. AUDT is one of the key fiat currencies traded on TimeX. AUDT is fully compliant with AUSTRAC requirements and undergoes regular audits conducted by a licensed, third party accounting firm. PaymentX is a multi-currency crypto payroll solution that enables individuals as well as businesses to integrate crypto payments into their day-to-day invoice processes. Contractors can submit professional invoices and specify a crypto wallet for payment. Companies can pay multiple invoices with one click, while the software converts the dollar-equivalent amount due into crypto automatically at the point of transaction, avoiding the need for manual calculations. TimeBridge is an in-house developed multi-blockchain tokenbridge that supports multiple blockchains such as Ethereum and BSC. It allows transferring of TIME tokens between networks.

Chronobank

Chronobank (TIME) is seeing renewed interest due to its extremely low circulating supply of 710,000 coins and potential for significant volatility. Community discussion is split between speculative bulls anticipating a major price rally and skeptics concerned about historical pump-and-dump patterns and recent protocol hacks.

Daddy Darth Vader

The $DARTH token is currently trending as community members rally behind a "Daddy Wars" narrative against other projects, emphasizing a shift toward community-driven growth. Participants are actively debating the token's potential as a "May 4th" play, with many focused on aggressive social media promotion to gain momentum.

Linea is the Layer 2 built from first principles to strengthen Ethereum and the entire ETH economy. Every aspect of its design—from its productive ETH burn mechanics, and capital efficient native yield, to its underlying Ethereum-equivalent zk tech—amplifies the value and utility of Ethereum Mainnet. All of this is backed by the largest ecosystem fund in the space, managed by the most trusted Ethereum builders. With institutional-grade infrastructure, and deep integration across DeFi, Linea is the best chain for ETH capital, where every transaction and every block strengthens Ethereum. Linea is where Ethereum wins.

Linea

Linea is trending due to community excitement surrounding its role as a key Ethereum-based partner for upcoming SWIFT cross-border payment pilots. Supporters are highlighting the network's dual-burn fee mechanism and institutional ties as major catalysts, though discussions remain polarized with some traders expressing caution regarding token unlocks and price volatility.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical is attracting significant investor attention as it prepares for a high-profile oral presentation at Digestive Disease Week, where community members anticipate the release of compelling clinical data on pancreatic cancer. The stock is currently trending due to a combination of clinical trial progress and institutional accumulation, with many investors expressing optimism about its potential for long-term growth and upcoming catalysts.

Legend Biotech Corp. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, manufacturing, and commercialization of novel therapies for oncology and other indications. The firm develops advanced cell therapies across a diverse array of technology platforms, including autologous and allogeneic chimeric antigen receptor T-cell, gamma-delta T cell and natural killer cell-based immunotherapy. It operates through the following geographical segments: United States of America, China, and Other. The company was founded in 2014 and is headquartered in Somerset, NJ.

Legend Biotech Corp - ADR

Legend Biotech

Legend Biotech is trending due to heightened speculation surrounding a potential buyout, following reports that the company has engaged financial advisors to evaluate unsolicited takeover interest. Community members are actively analyzing the company's valuation, J&J's partnership dynamics, and the commercial outlook for its blockbuster therapy, Carvykti, as a potential catalyst for an acquisition.

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Vanguard Growth ETF vs. Vanguard Mega Cap Growth ETF: How They Compare on Costs, Returns, and Risk

Key PointsThe Vanguard Mega Cap Growth ETF (MGK) concentrates on a much narrower portfolio of holdings compared to the Vanguard Growth ETF (VUG...

VOOG vs. VUG: Which Vanguard Growth ETF Reigns Supreme?

Key PointsThe Vanguard S&P 500 Growth ETF (VOOG) offers a higher dividend yield than the Vanguard Growth ETF (VUG...

<ul class="summary-bullets"><li>Susquehanna analysts also noted that a third of SanDisk’s fiscal 2027 revenue is now contracted, and they see similar trends persisting in 2028 and beyond.</li><li>The firm also stated that SanDisk’s commitment to allocating 50% of its free cash flow to stock buybacks over the next two years will drive a 10% earnings accretion.</li><li>Analysts at Citi stated that the announcement of long-term customer agreements reduces the risk of cyclicality that SanDisk faces otherwise.</li></ul>SanDisk Corp. (SNDK) shattered Wall Street estimates with its third-quarter (Q3) earnings, but analysts highlighted the five long-term customer agreements as the key takeaway of the semiconductor company’s announcement.Analysts at Susquehanna were the most bullish on SanDisk’s prospects, doubling their price target to $2,000 from $1,000 while noting increased revenue visibility, according to TheFly. The firm has a ‘Positive’ rating on SNDK stock.<a href="https://stocktwits.com/symbol/SNDK">SanDisk shares</a> were down more than 6% in Friday’s pre-market trade. SNDK was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">SanDisk’s Customer Agreements Reduce Cyclicality Risk, Say Analysts</h2>Susquehanna analysts also noted that a third of SanDisk’s fiscal 2027 revenue is now contracted, while adding that they see similar trends persisting in 2028 and beyond. The firm also stated that SanDisk’s commitment of using 50% of its free cash flow for stock buybacks over the next two years will drive a 10% accretion in earnings.Analysts at Citi stated that the announcement of long-term customer agreements reduce the risk of cyclicality that SanDisk faces otherwise. The firm hiked its price target for SNDK stock to $1,300 from $980 while keeping a ‘Buy’ rating.Jefferies highlighted that some of SanDisk’s long-term customer agreements stretch beyond 2030, while adding that the company remains one of its favorites. The firm stated that SanDisk’s Q3 report was “very strong,” while hiking its price target to $1,400 from $1,000 with a ‘Buy’ rating.Wells Fargo stated in its note that SanDisk’s New Business Model disclosures materially reduced the downside risk and improved the revenue visibility. The firm hiked its price target to $1,250 from $975, while keeping an ‘Equal Weight’ rating on the stock.Barclays hiked its price target for SanDisk to $1,200 from $750 while maintaining an ‘Equal Weight’ rating on the stock. The firm stated that SanDisk’s color regarding the customer agreements provides more confidence with respect to the company’s medium-term outlook.<h2 class="st-heading-2">SanDisk Says Customer Commitments Backed By Financial Guarantees</h2>SanDisk CEO David Goeckeler stated during an earnings call on Thursday that the customer commitments received by the company are backed by firm financial guarantees.“Last quarter, we were engaged in discussions with customers on multi-year supply partnerships, what we refer to as new business models or NBMs. I am pleased to share that we have successfully advanced those conversations with five multi-year partnerships signed so far. These partnerships are structured to lock in committed supply for our customers and committed financials for SanDisk,” he added.He said this represents a fundamental shift in the company’s business, focused on closer customer alignment, greater revenue visibility, and long-term value creation.“While we have made substantial progress, there are significant growth opportunities ahead, driven by the fundamental shift in underlying infrastructure requirements of artificial intelligence,” Goeckeler added.SanDisk reported earnings per share (EPS) of $23.41 on revenue of $5.95 billion, compared to Wall Street estimates of an EPS of $14.66 on revenue of $4.73 billion, according to Fiscal.ai data.The company forecast fourth-quarter (Q4) EPS of $30 to $33, on revenue of $7.75 billion to $8.25 billion. Wall Street expects SanDisk to report EPS of $23.44 on revenue of $6.63 billion.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/SNDK">SanDisk</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.One bullish user recommended investors buy the dip in the SanDisk stock.<stembedurl>https://stocktwits.com/AVGOmysugardaddy/message/651983528</stembedurl>Another user stated that they love the SNDK stock and that they’ve held it since it was at $500.<stembedurl>https://stocktwits.com/Ambitious_Eli/message/651981389</stembedurl><a href="https://stocktwits.com/symbol/SNDK">SNDK stock</a> is up 362% year-to-date and 3,315% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 30% over the past 12 months, while the Vanguard Growth Index Fund ETF (VUG) is up 32%.The Invesco QQQ Trust (QQQ) is up 40% during this period, while the State Street Technology Select Sector SPDR ETF (XLK) is up 52%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/greg-abel-berkshire-hathaway-meeting-2026-will-be-slightly-different/cZQVcwTReed">Berkshire Hathaway CEO Greg Abel Reveals This Year’s Meeting Will Be A Little Different</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, storage chip manufacturer SanDisk is displayed on a smartphone screen on November 10, 2025 in Guangzhou, Guangdong Province of China. (Photo by Qin Zihang/VCG via Getty Images) 

SanDisk’s $2000 Price Target Call Turns Heads After Blockbuster Quarter – Long-Term Contracts Driving Bull Case

Susquehanna analysts were the most bullish on SanDisk’s prospects, doubling their price target to $2,000 from $1,000 while noting increased revenue visibility.

Equity

<ul class="summary-bullets"><li>Wedbush analyst Matt Bryson raised his price target on SanDisk by 62% to $1,200 from $740 while maintaining an ‘Outperform’ rating.</li><li>The analyst noted that his estimate remains relatively conservative relative to end-market trends, adding that SanDisk has been able to raise memory module prices faster than the broader industry.</li><li>Bryson said the new price target reflects better-than-expected memory pricing conditions in the current quarter as well as a better pricing setup heading into the April-June quarter.</li></ul>SanDisk Corp. (SNDK) is expected to report a 178% year-on-year surge in revenue in the third quarter, according to Wall Street estimates, as the artificial intelligence-fueled memory price rally continues.According to data from Fiscal.ai, Wall Street analysts expect SanDisk to report revenue of $4.73 billion in the third quarter (Q3), compared to $1.7 billion during the same period a year ago.Meanwhile, according to the consensus estimate, SanDisk is expected to report earnings per share (EPS) of $14.66 in Q3, compared to a loss of $0.3 per share during the same period a year ago.<a href="https://stocktwits.com/symbol/SNDK">SanDisk shares</a> were up more than 3% by Thursday mid-morning.<h2 class="st-heading-2">Wedbush Sees SNDK Stock Soaring Further</h2>According to TheFly, Wedbush analyst Matt Bryson raised his price target on SanDisk by 62% to $1,200 from $740 while maintaining an ‘Outperform’ rating.Bryson’s price target hike comes even as SNDK stock has surged by more than 364% year-to-date. The analyst noted that his estimate remains relatively conservative relative to end-market trends, adding that SanDisk has been able to raise memory module prices faster than the broader industry.Bryson added in the note that the new price target for SanDisk reflects better-than-expected memory pricing conditions in the current quarter as well as a better pricing setup heading into the calendar second quarter (Q2), which is the April to June period.Analysts at Melius Research stated earlier this week that they expect the AI memory cycle to continue through the end of the decade, adding that the market will eventually be ready to pay more for the higher margins and demand profiles that AI makes possible across the storage segment.BofA highlighted that this time around, it expects NAND pricing trends to persist for a longer cycle as demand shifts to data centers and AI inference.According to market research firm TrendForce, NAND prices are set to keep rising into 2026, with contract prices expected to climb another 70% to 75% sequentially in Q2, driven by AI and data center demand.The firm added that prices have already increased 85% to 90% in the first quarter.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/SNDK">SanDisk</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘high’ levels at the time of writing.One user sounded optimistic about the stock’s prospects.<stembedurl>https://stocktwits.com/BTFD432/message/651870131</stembedurl>Another user noted that memory demand has been running hot, driven by AI and tighter supply trends.<stembedurl>https://stocktwits.com/stealingtime/message/651869158</stembedurl><a href="https://stocktwits.com/symbol/SNDK">SNDK stock</a> is up 364% year-to-date and 3,306% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 28% over the past 12 months, while the Vanguard Growth Index Fund ETF (VUG) is up 31%.The Invesco QQQ Trust (QQQ) is up 39% during this period, while the State Street Technology Select Sector SPDR ETF (XLK) is up 51%.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.

Wall Street Expects SanDisk’s Q3 Revenue To Surge 178% — Wedbush Hikes SNDK Stock Price Target By 62%

Analysts expect SanDisk to report revenue of $4.73 billion in the third quarter, compared to $1.7 billion during the same period a year ago, according to data from Fiscal.ai.

SanDisk’s Q3 Revenue To Surge 178% — Wedbush Hikes SNDK Stock Price Target By 62%

<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>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.

<ul class="summary-bullets"><li>Visa shares jumped on Wednesday after the firm expanded its stablecoin settlement program to five additional blockchains.</li><li>Polygon was added as a key rail, as the network leads USD stablecoin activity with about 34% of transfers and over 50% of USDC volume.</li><li>The expansion reflects rising institutional demand for faster, blockchain-based settlement, with Visa positioning itself as a multi-chain payments layer.</li></ul>Visa Inc (V) shares rallied on Wednesday after the payments giant announced it had added five blockchains to its global stablecoin settlement program, as the initiative reached a $7 billion annualized run rate.&nbsp;The expansion&nbsp;to a total of nine blockchains for its pilot is meant to&nbsp;enable issuers and acquirers to settle transactions across&nbsp;multiple chains, reflecting growing demand for stablecoin-based payments. Polygon (POL) became one of the supported chains in the program, which now spans multiple blockchain ecosystems.“Our partners are building in a multi-chain world, and they expect their options to reflect that reality,” said Rubail Birwadker, Global Head of Growth Products and Strategic Partnerships at Visa. “Expanding our stablecoin settlement pilot program to more blockchains means our partners can choose the networks that best fit their needs, while relying on Visa to provide a common settlement layer across all of them.”<a href="https://stocktwits.com/symbol/V">Visa’s stock</a> was up over 9% during afternoon trading hours. On Stocktwits, the retail sentiment around V moved to ‘bullish’ from ‘neutral’ zone, while chatter around it rose to ‘extremely high’ from ‘high’ over the past day.<h2 class="st-heading-2">Polygon Gains Ground In Stablecoin Payments</h2>Polygon’s addition comes as the network has emerged as a leading platform for stablecoin transactions.&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://polygon.technology/blog/visa-partners-can-now-settle-stablecoins-on-polygon">Data</a> showed it accounts for roughly 34% of USD-denominated stablecoin transfers, more than double the next-largest blockchain, and over 50% of USD coin (USDC) transaction volume.The network has also seen rising activity in recent months, with stablecoin usage and transaction volumes reaching record levels. Transaction costs remain fractions of a cent, with recent fee structure updates aimed at improving predictability for institutional users.Visa’s move connects its settlement infrastructure to one of the most active networks for dollar-based digital payments, as financial institutions increasingly explore blockchain rails for real-world transaction flows.<h2 class="st-heading-2">Stablecoin Push Expands Across Networks</h2>The expansion builds on Visa’s broader effort to integrate stablecoins into its global payments infrastructure. The company said in the press release that its settlement pilot now supports multiple blockchains, reflecting a shift toward multi-chain systems as digital assets move further into mainstream financial use.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/clarity-act-to-get-fast-tracked-says-senator-thom-tillis/cZBABcnReEJ">CLARITY Act To Get Fast-Tracked, Says Senator Thom Tillis – Calls For 'Good Faith' On Stablecoin Yield</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Visa highlighted that Spanish financial services firm BBVA has been working in the VTAP sandbox throughout this year.

Visa Rallies After Stablecoin Settlement Hits $7 Billion, Adds Five New Blockchains

The collaboration reflects a broader shift toward multi-chain infrastructure as digital asset usage moves into mainstream financial systems.

$100 Invested In Vanguard Growth ETF 10 Years Ago Would Be Worth This Much Today

Looking to Buy the Tech Turnaround? This Low-Cost Vanguard ETF Might Be Your Best Entry Point.

Key PointsThe tech sector accounts for nearly two-thirds of the Vanguard Growth ETF (VUG...

<ul class="summary-bullets"><li>KeyBanc analysts highlighted that ServiceNow missed out on some deals in the Middle East during the quarter.</li><li>The firm also stated that the company’s margin guidance is declining due to acquisitions, and that ServiceNow’s current Remaining Performance Obligations were skinnier than usual in Q1.</li><li>Jefferies analysts stated that, following ServiceNow’s Q1 performance, investor sentiment is likely to remain muted until the company’s analyst day on May 4.</li></ul>Shares of ServiceNow Inc. (NOW) fell more than 17% in Thursday morning’s trade, extending the stock’s 2026 losses to over 45% after the company reported its first-quarter (Q1) results on Wednesday after the closing bell.The company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/service-now-retail-buy-calls-pick-up-as-now-stock-crashes-post-q1-report/cZBfq4nRebU">reported</a> earnings per share (EPS) of $0.97, in line with estimates, while revenue of $3.77 billion beat expectations of $3.75 billion by a whisker.<h2 class="st-heading-2">Wall Street Strikes A Note Of Caution</h2>ServiceNow’s performance during the quarter resulted in a slew of price target cuts. According to TheFly, analysts at Truist warned that the penalty for missteps is severe at a time when frontier AI labs like OpenAI and Anthropic are ramping up their enterprise offerings.The firm lowered its price target for ServiceNow to $120 from $125 while keeping a ‘Buy’ rating. Truist added that the company's reiteration of its guidance on organic subscription revenue left investors wanting more.Analysts at Jefferies also lowered their price target for ServiceNow to $135 from $175, while keeping a ‘Buy’ rating. The firm stated in its note that, following ServiceNow’s Q1 performance, investor sentiment is likely to remain muted until the company’s analyst day on May 4.KeyBanc analysts highlighted that ServiceNow missed out on some deals in the Middle East during the quarter. The firm also stated that the company’s margin guidance is declining due to acquisitions, and that ServiceNow’s current Remaining Performance Obligations (RPO) were skinnier than usual in Q1.KeyBanc slashed its price target for NOW stock to $85 from $115, while keeping an ‘Underweight’ rating.Analysts at BMO Capital echoed similar sentiments, stating that ServiceNow’s current RPO guidance was disappointing. The firm trimmed its price target for ServiceNow to $115 from $120, while maintaining its ‘Outperform’ rating.<h2 class="st-heading-2">ServiceNow Flags Iran War Impact On Subscriptions</h2>ServiceNow stated that subscription revenue in Q1 came in at $3.67 billion, representing 22% year-on-year growth. The company added that this would have been higher if not for tensions in the Middle East, while flagging a 75-basis-point headwind to growth from delayed closings of several large on-premises deals in the Middle East.“There is a slight impact to the guide in going forward in Q2 as a result of the war, because you have to remember, when you're dealing with a sovereign cloud in the Middle East, everything that happens in the Middle East is recognized as on-premise revenue. It's not linear or ratable. It happens all at once,” ServiceNow CEO Bill McDermott said during the earnings call.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/NOW">ServiceNow</a> trended in the ‘extremely bullish’ territory with message volumes at ‘extremely high’ levels at the time of writing.One user stated that the NOW stock is still overpriced and added that AI is the future, not software.<stembedurl>https://stocktwits.com/What_Are_Stocks_2/message/651148580</stembedurl><a href="https://stocktwits.com/symbol/NOW">NOW stock</a> is down 45% year-to-date and 47% over the past 12 months. The S&amp;P 500 ETF (SPY) and the Vanguard Total Stock Market Index Fund ETF (VTI) are up 33% over the past 12 months.The Vanguard Growth Index Fund ETF (VUG) is up 37% during this period, while the iShares Russell 1000 Growth ETF (IWF) is up 36%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/warner-bros-discovery-shareholders-approve-110b-paramount-merger/cZBfzvXReR1">Warner Bros Discovery Shareholders Approve $110B Paramount Merger — CEO Zaslav Calls It A ‘Historic Transaction’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of ServiceNow, Inc. is displayed on a smartphone screen, with the company's branding visible in the background, on April 20, 2025, in Chongqing, China.

NOW Stock’s Plunge Today Takes 2026 Losses To 45% — Analyst Warns Penalty For Missteps Is Severe As AI Startups Ramp Up Enterprise Offerings

ServiceNow narrowly beat Wall Street expectations in Q1, reporting EPS of $0.97 in line with estimates and revenue of $3.77 billion, slightly above the $3.75 billion consensus.

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