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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 experiencing significant volatility as investors weigh robust, record-breaking earnings and a sold-out HBM order book against market anxiety over a Google research paper and broader geopolitical tensions. While many in the community view the current sell-off as a generational buying opportunity due to the company's low forward P/E and dominant industry position, others are pointing to bearish technical patterns and macro-driven sell-offs as indicators that the stock may face further near-term pressure.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is facing a significant sell-off driven by investor anxiety over recent legal rulings related to youth-related platform harms, which critics fear could set a damaging precedent for future litigation. While some investors are bracing for further downside amid broader market volatility, others view the sharp pullback as a buying opportunity, emphasizing the company's robust revenue growth and active integration of AI-driven ad technologies.

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 Inc. is trending as investors react to a new ad partnership with Pacvue, while the community heavily debates the impact of insider selling, potential short squeeze dynamics, and concerns regarding platform bot activity versus human-generated content.

Invesco QQQ Trust Series 1 - Units of beneficial interest

The Invesco QQQ Trust is experiencing extreme volatility driven by traders reacting to unpredictable geopolitical updates and conflicting signals regarding a potential ceasefire with Iran. The market sentiment is heavily divided, with the community actively debating whether recent price swings are genuine reflections of economic stress or orchestrated manipulation by market makers and political figures.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is facing significant investor scrutiny and volatility as the market reacts to intense legal challenges regarding social media addiction and cooling enthusiasm for AI-driven infrastructure spending. While traders are debating the stock's support levels amid broader market tension, sentiment remains divided between those capitalizing on the dip and those concerned that sector-wide headwinds will pressure performance.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is facing intense market volatility as investors debate the impact of broader geopolitical tensions on EV adoption and industry-wide supply chain strain. While some in the community highlight record-breaking battery swap milestones and anticipation for the upcoming ES9 flagship SUV, sentiment remains divided due to persistent short-selling pressure and recurring concerns regarding potential capital raises.

AleAnna, Inc. operates as a technology-driven energy company, which engages in supplying low-carbon natural gas and renewable natural gas to Italy. The company was founded in 2007 and is headquartered in Dallas, TX.

AleAnna Inc. - Ordinary Shares - Class A

AleAnna Inc. is surging due to extreme supply constraints in the European natural gas market following infrastructure disruptions, fueling speculation about a major short squeeze. The community is actively discussing the stock's low float, high borrow fees, and the impact of escalating geopolitical tensions on long-term energy prices.

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 is experiencing extreme volatility as investors digest a major $1 billion strategic investment in Nanya Technology and weigh the potential impact of new AI memory compression technologies like Google's TurboQuant. The community remains sharply divided, with bulls pointing to robust long-term demand and large-scale supply contracts, while bears argue the stock has become overextended and vulnerable to a cyclical correction.

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

BlackBerry Ltd

BlackBerry is currently a focal point for investors as the community debates the company's long-term growth trajectory following recent earnings and ongoing valuation concerns. While bulls point to the expanding adoption of QNX in software-defined vehicles and robust patent monetization as key catalysts, bears continue to emphasize stagnant revenue growth and historical stock performance as evidence of deeper issues.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is experiencing high volatility as investors react to a significant volume order for 800G data center transceivers from a major hyperscale client. The community is deeply divided between those viewing the surge as a fundamental re-rating driven by AI infrastructure demand and skeptics who are labeling the recent price action as an overhyped bubble ripe for a short squeeze.

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<ul class="summary-bullets"><li>Previously, the cost for Standard with ads was $7.99 per month and the Standard plan was $17.99 per month.</li><li>The company also said that it has discontinued its basic plan and users can change their plan at any time.</li><li>TD Cowen said that these increases could flow through to existing users in the coming months.</li></ul>Netflix (NFLX) shares jumped more than 2% on Thursday after it raised its Standard subscription prices in the U.S., a step that has garnered positive commentary from Wall Street.The streaming giant also said that it has discontinued its basic plan and users can change their plan at any time.&nbsp;<h2 class="st-heading-2">New Prices</h2>A Netflix "Plans and Pricing" page for the United States showed that its Standard with ads plan will now be priced at $8.99 per month while its Standard plan will be priced at $19.99 per month.&nbsp;Previously, the cost for Standard with ads was $7.99 per month and the Standard plan was $17.99 per month.&nbsp;The new prices are in place for new subscribers, however, the company didn’t mention any specific date for these changes in prices to become effective for the existing subscribers.&nbsp;<h2 class="st-heading-2">Analyst Take</h2>TD Cowen analyst John Blackledge noted that Netflix raised monthly fees for new U.S. sign-ups, estimating that its increases across tiers represent an 11% increase on average across the product suite.The firm said that these increases could flow through to existing users in the coming months. TD Cowen has a ‘Buy’ rating and $112 price target on Netflix shares.&nbsp;<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment around NFLX stock trended in ‘bearish’ territory amid ‘extremely low’ message volume.&nbsp;One bullish user predicted that the stock would cross the $100 mark on Friday.&nbsp;<stembedurl>https://stocktwits.com/th66/message/648669304</stembedurl>Another user called the price hike ‘bullish’.<stembedurl>https://stocktwits.com/Bitcoinflipper/message/648667536</stembedurl>However, one user criticized the company for raising prices and predicted that many will be cancelling their subscriptions while also noting that it is a bad time for a price hike announcement.&nbsp;<stembedurl>https://stocktwits.com/RenHenInvestments/message/648668841</stembedurl>Shares in the company are flat so far in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Netflix, Inc. logo seen displayed on a smartphone. 

Netflix Stock Is Rising Today – What’s The New Subscription Price?

A Netflix "Plans and Pricing" page for the United States showed that its Standard with ads plan will now be priced at $8.99 per month while its Standard plan will be priced at $19.99 per month. 

Equity

<ul class="summary-bullets"><li>The move follows January’s reduction of 1,500 Reality Labs employees, roughly 10% of that unit.</li><li>Despite the workforce adjustments, Meta continues recruiting specialized AI talent to strengthen its research and development efforts.&nbsp;</li><li>Meta is pivoting away from virtual reality and metaverse projects to concentrate on Meta Superintelligence Labs.&nbsp;</li></ul>Meta Platforms Inc. (META) is reportedly&nbsp;trimming several hundred of its workforce as part of a company-wide initiative to reorganize for the artificial intelligence era.According to The Information’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/meta-platforms-lay-hundreds?rc=prcjzy">report</a>, the reduction will primarily affect staff within Reality Labs, the division responsible for Meta’s hardware and wearable products, as well as selected employees in social media, recruiting, and a smaller number in sales.<h2 class="st-heading-2">Restructuring History And Workforce Impact</h2>This latest round of layoffs follows cuts earlier in January, when 1,500&nbsp;employees in Reality Labs were let go, representing roughly 10% of that unit. Despite these reductions, Meta’s workforce adjustments remain targeted, and the company continues hiring specialized AI talent.“Teams across Meta regularly restructure or implement changes to ensure they’re in the best position to achieve their goals,” said a Meta spokesperson.&nbsp;<a href="https://stocktwits.com/symbol/META">Meta Platforms’ stock</a> inched 0.8% higher on Wednesday morning.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory while message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">AI Investment Driving Change</h2>The layoffs coincide with Meta’s aggressive investment plans in artificial intelligence infrastructure. The company has projected capital expenditures between $115 billion and $135 billion in 2026, a sharp increase from&nbsp;from $72.22 billion in 2025, largely directed toward data centers and advanced computing systems.Meta is looking to catch up with competitors like OpenAI, Anthropic, and Google. The company recently executed a licensing deal with startup Dreamer, bringing its staff, including co-founder Hugo Barra, into Meta Superintelligence Labs.The company is pivoting from its virtual reality and metaverse initiatives to intensify AI development, focusing its efforts on Meta Superintelligence Labs.META stock has declined by over 9% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iran-lays-out-demands-to-end-conflict-wants-international-acknowledgement-of-its-authority-over-strait-of-hormuz/cZ3YsX0RISY">Iran Lays Out Demands To End Conflict – Wants International Acknowledgement Of Its Authority Over Strait Of Hormuz</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, Meta logo is displayed on a mobile phone in front of a Reality Labs logo.

Meta To Slash Several Hundred Of Its Workforce Across Reality Labs As Focus Turns To AI Expansion: Report

Most of the layoffs will affect employees in Reality Labs, Meta’s division handling hardware and wearable devices.

<ul class="summary-bullets"><li>New Mexico Attorney General Raúl Torrez, a Democrat, sued Meta in 2023 after an undercover investigation where a fake social media account for a 13-year-old girl was created.</li><li>Torrez previously told CNBC that the account was "simply inundated with images and targeted solicitations" from child predators.</li></ul>A New Mexico jury reportedly determined that Meta Platforms (META) broke state law in a lawsuit filed by the state attorney general, who alleged the company misled users regarding the safety of its apps and facilitated child sexual exploitation on its platforms.The jury concluded that Meta breached New Mexico's consumer protection law and required the company to pay $375 million in civil fines, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/boards-policy-regulation/jury-orders-meta-pay-375-mln-new-mexico-lawsuit-over-child-sexual-exploitation-2026-03-24/">according</a> to Reuters News.&nbsp;<h2 class="st-heading-2">Details</h2>The civil trial, which started with opening arguments on Feb. 9 in Santa Fe, focused on claims that Meta violated state consumer protection laws and misrepresented the safety of apps such as Facebook and Instagram to residents.New Mexico Attorney General Raúl Torrez, a Democrat, sued Meta in 2023 after an undercover investigation where a fake social media account for a 13-year-old girl was created. Torrez previously told CNBC that the account was "simply inundated with images and targeted solicitations" from child predators."We respectfully disagree with the verdict and plan to appeal," a Meta spokesperson stated to Reuters. "We strive to protect users on our platforms and are transparent about the difficulties in identifying and eliminating harmful content or bad actors."“The jury’s verdict is a historic victory for every child and family who has paid the price for Meta’s choice to put profits over kids’ safety,” Torrez said in a statement, according to a CNBC report.&nbsp;In recent years, Meta has faced growing criticism about its approach to child and teen safety, partly fueled by whistleblower testimony before Congress in 2021 claiming the company was aware of potential harm from its products but declined to take action.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around META trended in ‘neutral’ territory amid ‘high’ message volume.&nbsp;Shares in the company have jumped 10.5% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Meta To Reportedly Pay $375M In Civil Fines For Violating New Mexican Law Against Child Exploitation

The civil trial, which started with opening arguments on Feb. 9 in Santa Fe, focused on claims that Meta violated state consumer protection laws and misrepresented the safety of apps such as Facebook and Instagram to residents.

<ul class="summary-bullets"><li>Google’s system allows data centers to temporarily shift or reduce electricity consumption.</li><li>By smoothing power demand spikes, Google’s demand response model minimizes the need for utilities to construct costly infrastructure.</li><li>The initiative complements commitments made by major tech companies under the “Ratepayer Protection Pledge.”</li></ul>Google parent Alphabet Inc.’s (GOOG, GOOGL) CEO Sundar Pichai announced on Friday that the tech giant has integrated one gigawatt (GW) of flexible electricity demand into long-term agreements with utility providers.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sundarpichai/status/2035023972648321107">post</a> on the X platform, he said the development positions Google as the first cloud provider to embed such large-scale demand response capacity into utility contracts, allowing it to adjust energy consumption based on grid needs.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_20_122143_png_5ee5042021.webp" alt="Screenshot 2026-03-20 122143.png" width="725" height="285"></figure><h2 class="st-heading-2">How Demand Flexibility Works</h2>Google’s system enables its data centers to temporarily reduce or shift power usage by adjusting workloads, particularly machine learning operations.&nbsp;This flexibility allows utilities to better manage peak demand periods without immediately requiring new infrastructure.&nbsp;The company has expanded agreements beyond earlier partnerships to include utilities such as Entergy Arkansas, Minnesota Power, and DTE Energy.<blockquote>“This demand-side flexibility, along with other new resources we’re bringing to the system — such as solar, geothermal, and long-duration energy storage projects — enables valuable capacity for grids while helping our utility partners support reliability.”-Michael Terrell, Head of Advanced Energy, Google</blockquote><a href="https://stocktwits.com/symbol/GOOGL">Alphabet Class A shares&nbsp;</a>traded over 1% lower on Friday afternoon.&nbsp;On Stocktwits, retail sentiment around the stock was in ‘extremely bearish’ territory amid ‘low’ message volume levels.<h2 class="st-heading-2">Cost And Infrastructure Benefits</h2>Demand response reduces the need for utilities to build expensive infrastructure designed only for short-term peak usage. By smoothing demand spikes, the model can lower overall system costs and reduce pressure on electricity rates.&nbsp;The update comes after major tech companies committed to protecting consumers from rising AI-driven electricity costs through the&nbsp; “Ratepayer Protection Pledge” in early March.&nbsp;The pledge requires companies to finance all necessary power delivery improvements to support their data centers. By taking on these costs, utilities can maintain and expand networks without passing expenses to local residents, helping stabilize electricity prices for all ratepayers.GOOGL stock has gained over 84% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/shay-boloor-urges-sofi-s-inclusion-in-s-and-p-500-index-after-super-micro-smuggling-misadventure/cZ3XvqHRILr">Shay Boloor Urges SOFI’s Inclusion In S&amp;P 500 Index After Super Micro's Smuggling Misadventure</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A general view of the Google Midlothian Data Center.

Sundar Pichai Says Google Hit 1GW Energy Flexibility Milestone, Paving Way For Grid-Friendly Data Centers

In a post on X, Pichai noted that Google is the first cloud provider to integrate large-scale demand response into utility contracts.

<ul class="summary-bullets"><li>Trade Desk's billings exposure to Publicis is in the low double-digit percentage range, but its revenue exposure is lower, and a substantial portion is covered by joint business plans - Evercore ISI</li><li>TTD stock has fallen by over 14% since the Publicis issue came to light earlier this week, prompting at least two analyst downgrades.</li><li>Retail sentiment on Stocktwits for TTD has held up in the ‘bullish’ zone.</li></ul>A sharp selloff in shares of The Trade Desk, triggered by a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-ttd-stock-tumble-today/cZ3EiZgRIXt">fallout</a> with major ad agency partner Publicis Groupe, appears overdone relative to the potential financial impact, a leading analyst said.Evercore ISI said that while the development is a “clear headwind,” Trade Desk's billings exposure to Publicis is likely in the low double-digit percentage range, its revenue exposure is lower, and a substantial portion is covered by joint business plans, which "should be relatively secure."The research firm lowered its price target on the company’s shares by $3 to $32, while maintaining an ‘Outperform’ rating. The new target implies a 36% upside to the stock’s last close.<h2 class="st-heading-2">TTD Stock Pressure After Publicis Dispute</h2>Publicis, one of the largest ad buyers globally, said earlier this week that it would no longer recommend the Trade Desk platform to its clients after its “audit” revealed inflated billings.&nbsp;That triggered a 7.4% drop in&nbsp;<a href="https://stocktwits.com/symbol/TTD">TTD shares</a> on Tuesday, which has continued to drop and is now&nbsp;down&nbsp;14.5% since Publicis’ claims were&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.adweek.com/programmatic/publicis-tells-clients-dont-use-trade-desk/">first reported</a>.Trade Desk has pushed back against the agency’s claims and request for additional data on how Trade Desk bills clients, arguing confidentiality issues. “We will not disclose the bills of all of our clients and partners to one of them simply because they assert ambiguous audit rights,” CEO&nbsp;Jeff Green said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.linkedin.com/posts/jefftgreen_when-dave-pickles-and-i-started-ttd-we-wanted-activity-7439793115223306241-EkBB?utm_source=share&amp;utm_medium=member_desktop&amp;rcm=ACoAABggFxUBMoVIw0e_pXZvUgEc4pO6MTnsVO8">LinkedIn post</a>.This week’s selloff in Trade Desk nearly wiped out the prior week’s gains, when Green’s massive $148-million stock purchase had&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ttd-stock-jumps-15-premarket-ceo-makes-record-150m-insider-bet/cZdQFPfRIdy">buoyed investor sentiment</a>.<h2 class="st-heading-2">Two Analysts Downgrade TTD, Retail View Holds Up</h2>Meanwhile, at least two brokerages – Rosenblatt and Stifel – have downgraded TTD shares to the equivalent of ‘Hold.’&nbsp;Pressures on the agency sector, sparking revenue deceleration, declines and consolidation in that sector, could be pushing agencies to take a more confrontational approach with Trade Desk, Rosenblatt said.&nbsp;To be sure, AdWeek had&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.adweek.com/media/exclusive-dentsu-wpp-exit-the-trade-desks-open-path/">reported</a> last month that Dentsu and WPP had pulled back from Trade Desk’s OpenPath initiative over hidden fees and a lack of transparency.&nbsp;Stifel said that Trade Desk remains the gold standard for digital ad buyers and expects a resolution with Publicis but sees no clear near-term catalyst to improve investor sentiment. It lowered its TTD stock target to $26 from $48.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_20_at_9_01_59_AM_png_682b77588b.webp" alt="Screenshot 2026-03-20 at 9.01.59 AM.png" width="627" height="83"><figcaption>TTD sentiment and message volume as of March 19 | Source: Stocktwits</figcaption></figure>Currently, 17 of 38 recommend ‘Buy’ or higher for the shares, 18 recommend ‘Hold,’ and three recommend ‘Sell’ or lower, per Koyfin data. Their average price target of $31.15 implies a 35% upside from the stock’s last close.On Stocktwits, the retail sentiment has held up in the ‘bullish’ territory since the Publicis issue came to the fore.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nxst-tgna-stocks-jump-after-hours-fcc-clears-6-2-b-merger-backed-by-trump-amid-looming-legal-woes/cZ3X9Y5RIhs">NXST, TGNA Stocks Jump After-Hours: FCC Clears $6.2B Merger Backed By Trump Amid Looming Legal Woes</a>&nbsp;

In this photo illustration, a person holds a smartphone displaying the logo of Trade Desk Inc. (NASDAQ: TTD), on Aug. 7, 2025, in Chongqing, China. 

Trade Desk-Publicis Dispute: Analyst Says TTD Selloff Overdone, Revenue Impact Seen Less Than Feared

Earlier this week, Publicis flagged inflated billing by Trade Desk and said it would no longer recommend the platform to its clients.

<ul class="summary-bullets"><li>Josh D’Amaro officially takes over as CEO at Disney’s annual meeting, succeeding Robert A. Iger</li><li>Dana Walden takes on a newly established position as President and Chief Creative Officer alongside D’Amaro.</li><li>The company has signaled a strong focus on physical experiences over purely digital growth.</li></ul>The Walt Disney Co. (DIS) is entering a defining phase as newly appointed CEO Josh D’Amaro takes charge on Wednesday, making him the first leader to rise from the company’s Parks and Experiences segment, a division that has quietly become Disney’s financial engine.&nbsp;The change will take effect at Disney’s annual meeting on Wednesday. D’Amaro will take over from long-serving CEO Robert A. Iger. After the meeting, the board also intends to officially appoint D’Amaro as a director, finalizing a well-planned leadership transition.<h2 class="st-heading-2">Betting Big On Experiences</h2>Disney’s parks, cruises, and immersive offerings generated roughly $36 billion in 2025, emerging as the company’s most dependable revenue stream.&nbsp;The experience division generated about 76% of Disney’s profits in 2025.&nbsp;It also makes up around 80% of the company’s total valuation. D’Amaro was previously in charge of three of Disney’s four main growth areas, namely cruise lines, gaming, and theme parks, while streaming is the only one outside his control.D’Amaro is set to oversee an ambitious $60 billion, decade-long expansion plan spanning theme parks, cruise ships, and residential “Storyliving” communities. The move suggests Disney is prioritizing real-world attractions that competitors in streaming cannot easily replicate.<a href="https://stocktwits.com/symbol/DIS">Walt Disney stock</a> inched 0.5% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_18_062933_png_a6d02e0a74.webp" alt="DIS’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Mar. 18, 2026 | Source: Stocktwits" width="932" height="104"><figcaption>DIS’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Mar. 18, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">A Strategic Shift Away From Streaming Wars</h2>While rivals like Netflix Inc. (NFLX) continue battling for digital dominance, Disney appears to be recalibrating. The parks business, known for higher margins, is expected to financially support the company’s effort to reposition ESPN into a stronger digital-first platform.&nbsp;This approach could strengthen long-term profitability. Alongside D’Amaro, Dana Walden steps into a newly created role as President and Chief Creative Officer.&nbsp;The pairing divides responsibilities between operations and storytelling. D’Amaro will focus on execution, while Walden will oversee content across franchises such as Marvel and Star Wars.&nbsp;D’Amaro’s early tenure is also tied to a broader technological push. Disney is integrating artificial intelligence into both its parks and streaming ecosystem. The company’s partnership with Epic Games and investment in digital environments signal ambitions that extend beyond traditional entertainment.DIS stock has declined by over 11% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/navitas-stock-tries-to-recover-after-steepest-drop-in-nearly-a-week-why-retail-isn-t-still-convinced/cZ37dtJRIge">Navitas Stock Tries To Recover After Steepest Drop In Nearly A Week — Why Retail Isn't Still Convinced</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Disney’s New CEO Josh D’Amaro Takes Over: Will He Deliver On The Big Bets In Experiences And AI?

D’Amaro is set to oversee an ambitious $60 billion, decade-long expansion plan spanning theme parks, cruise ships, and residential “Storyliving” communities.

<ul class="summary-bullets"><li>Stifel downgraded TTD to ‘Hold,’ while RBC Capital maintained ‘Overweight.’</li><li>‘TTD has not ‘failed’ any audit ever,’ CEO Jeff Green said, refusing to disclose the bills of its clients and partners to one.</li><li>Stocktwits sentiment for TTD shifted to ‘bullish’ from ‘bearish.’</li></ul>The Trade Desk shares tumbled to their sharpest single-day drop in over two months on Tuesday, prompting at least one Wall Street analyst to downgrade the stock after a major ad-buying firm advised clients to steer clear of TTD’s platform amid billing disputes.<h2 class="st-heading-2">Analysts React</h2>Stifel downgraded its rating on the TTD stock to ‘Hold’ from ‘Buy,’ and lowered the price target to $26&nbsp;from $48. The new target implies a gain of less than $1 from the stock’s last close.Stifel told investors that while it does believe The Trade Desk remains the gold standard for digital ad buyers, and the firm imagines there will be some resolution with Publicis, it struggles to find a clear catalyst that will begin to change investor perception to a more positive stance in the near-term, according to the investor note summary on The Fly.On the other hand, RBC Capital&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/analyst-ratings/rbc-capital-reiterates-trade-desk-stock-rating-after-publicis-move-93CH-5295600">reiterated</a> its ‘Outperform’ rating and $40 price target.&nbsp;Last week, The Trade Desk CEO Jeff Green made a massive $148 million purchase of the company's stock. That, coupled with reports of talks for an ad deal with OpenAI,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ttd-stock-jumps-15-premarket-ceo-makes-record-150m-insider-bet/cZdQFPfRIdy">lifted the company’s shares</a> and attracted bullish commentary and upgrades from some analysts.Currently, 19 of&nbsp;38 analysts recommend ‘Buy’ or higher for TTD, while 16 recommend ‘Hold,’ per Koyfin. On average, they forecast a 26% upside over the next 12 months from the current level.<h2 class="st-heading-2">Publicis’ Claim, TTD’s Response</h2>On Tuesday, Publicis sent its clients a memo saying it can&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-ttd-stock-tumble-today/cZ3EiZgRIXt">no longer recommend</a> The Trade Desk after an independent audit allegedly found problems with how certain fees were applied, according to a report in AdWeek.The company had failed an audit by a third-party consultant, FirmDecisions, evaluating its fee structures and media and data spend, the ad agency said. It is alleged that The Trade Desk billed Publicis and its clients for tools they were automatically enrolled in, without evidence of authorization, and failed to justify this in the audit.The company pushed back against the claims, per its statement to AdWeek, arguing that the data request encountered confidentiality issues. A spokesperson from The Trade Desk reportedly said the firm has “proposed a range of options to Publicis,” and would continue to work with the advertising giant “to provide workable alternatives to this particular request.”“TTD has not ‘failed’ any audit ever,” CEO Jeff Green said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.linkedin.com/posts/jefftgreen_when-dave-pickles-and-i-started-ttd-we-wanted-activity-7439793115223306241-EkBB?utm_source=share&amp;utm_medium=member_desktop&amp;rcm=ACoAABggFxUBMoVIw0e_pXZvUgEc4pO6MTnsVO8">LinkedIn post</a>. “We will not disclose the bills of all of our clients and partners to one of them simply because they assert ambiguous audit rights.<h2 class="st-heading-2">Retail’s View On TTD</h2>Discussion around the issue picked up on Stocktwits, even as the retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/TTD">TTD</a> shifted to ‘bullish’ from ‘bearish’ the previous day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_18_at_11_29_18_AM_png_875e3f07f2.webp" alt="Screenshot 2026-03-18 at 11.29.18 AM.png" width="612" height="89"><figcaption>TTD sentiment and message volume as of March 18 | Source: Stocktwits</figcaption></figure>It appears that “TTD did not want to give Publicis data because they could get sued for privacy breach. Overall Publicis seems like a cry baby that’s mad at the price, it’s quite unprofessional and petty especially misusing (the word) Audit,”&nbsp;<a href="https://stocktwits.com/RolloBerg/message/647793979">remarked</a> a user.Several users dismissed the claims from Publicis, speculating&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/StillWaiting101/message/647808504">that they were the result of stock manipulation</a> and “fake news” by malicious actors. “Expecting an IR News tomorrow from TTD and a huge counter news. this will pop,” a user&nbsp;<a href="https://stocktwits.com/WallstreetExpert43/message/647812378">said</a>.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/reddit-stock-rises-for-third-straight-day-ad-partnership-board-member-buy-drown-out-ceo-s-stake-cut/cZ3eCnaRIg2">Reddit Stock Rises For Third Straight Day: Ad Partnership, Board Member Buy Drown Out CEO’s Stake Cut</a>

The logo of The Trade Desk, Inc. is displayed on a smartphone screen, with the company's branding visible in the background. (Photo illustration by Cheng Xin/Getty Images)

TTD Stock Downgraded By Stifel After Publicis Dispute — But Retail And Wall Street Are More Optimistic

Publicis accused The Trade Desk of inflating bills to the firm and its clients, based on an “audit.” The claims triggered an over 7% drop in TTD stock.

<ul class="summary-bullets"><li>Publicis Groupe alleged that The Trade Desk improperly applied its DSP fee to additional charges and billed the firm and some clients for tools they were automatically enrolled in.</li><li>Publicis also reportedly said that The Trade Desk did not provide the auditor with the necessary information to validate that the media and data costs were invoiced at cost.</li><li>A TTD spokesperson reportedly denied the claims that TTD had failed an audit.</li></ul>Shares of The Trade Desk Inc. (TTD) declined more than 7.5% on Tuesday after a report said that Publicis Groupe advised clients that it would no longer recommend the company as a demand-side platform (DSP) for digital media buying.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.adweek.com/programmatic/publicis-tells-clients-dont-use-trade-desk/">report</a> from ADWEEK, which cited an email sent to select clients on Tuesday, the global communications and marketing firm said that The Trade Desk had failed an audit by a third-party consultant, FirmDecisions, evaluating its fee structures, and media and data spend.Meanwhile, retail traders dismissed the report.<h2 class="st-heading-2">Memo Details</h2>According to the report, Publicis Groupe alleged that TTD improperly applied its DSP fee to additional charges and billed the firm and some clients for tools they were automatically enrolled in, without evidence of authorization, the audit found.Publicis also reportedly said that TTD “did not provide our auditor with the information necessary to validate that the media and data costs were invoiced at cost, without mark-up as per our agreement.”“Accordingly, we can no longer recommend The Trade Desk for our clients,” the firm said in the note, as per ADWEEK. The report also said that a Publicis spokesperson confirmed the memo's authenticity.Meanwhile, the report says that a TTD spokesperson denied the claims that the company had failed an audit, adding that the auditor had requested data that would be in violation of confidentiality agreements.<h2 class="st-heading-2">Insider Purchase</h2>Earlier in March, co-founder and CEO Jeff Green <a href="https://stocktwits.com/news-articles/markets/equity/ttd-stock-jumps-15-premarket-ceo-makes-record-150m-insider-bet/cZdQFPfRIdy">reported</a> that he purchased approximately 6 million TTD shares, valued at about $148 million. The CEO said that he had also received restricted stock and stock options as compensation.In an opinion <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.thecurrent.com/opinion-jeff-green-why-i-spent-150mm-dollars-on-my-own-company">piece</a> on The Current, Green said that “the biggest purchase” of his life was because he was “putting my money where my mouth is.”“I’ve never been more convinced that our approach is the right one, and that our people — our greatest asset — will deliver on that promise. That conviction and that promise are what I’m investing in,” he said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/TTD">TTD shares</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours amid ‘low’ message volumes.One bullish user said that it was contradictory for the CEO to buy a large volume of shares if the company had truly failed an audit.<stembedurl>https://stocktwits.com/TalEisenberg/message/647782338</stembedurl>&nbsp;Another user recommended buying the dip, calling it an algorithm-driven dip.<stembedurl>https://stocktwits.com/CDawg42/message/647779273</stembedurl>&nbsp;Shares of TTD have declined more than 32% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Trade Desk logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Why Did TTD Stock Tumble Today?

According to a report from ADWEEK, Publicis Groupe advised clients that it would no longer recommend The Trade Desk as a demand-side platform for digital media buying as it had failed an audit.

<ul class="summary-bullets"><li>The analyst said it believes the company is cherry-picking selective good metrics, while hiding the bad ones, according to TheFly.&nbsp;</li><li>On Friday, Verizon said in a regulatory filing that it will revise its first-quarter reporting, primarily in its revenue breakdown and the disclosure of its operating metrics.</li><li>Verizon said that it would report revenue in three segments, namely, mobility and broadband service, wireless equipment, and other revenue, and also would disclose operating metrics only on a consolidated basis.</li></ul>Verizon Communications Inc.’s (VZ) changes to its reporting structure are investor-unfriendly, with the company cherry-picking select good metrics while hiding the bad, according to KeyBanc.On Friday, the largest American wireless carrier said in a regulatory <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://quotes.quotemedia.com/data/downloadFiling?webmasterId=104600&amp;ref=319868835&amp;type=PDF&amp;formType=8-K&amp;formDescription=Current+report+pursuant+to+Section+13+or+15%28d%29&amp;dateFiled=2026-03-13&amp;cik=0000732712">filing</a> that it will revise its reporting for the first quarter (Q1) of 2026, primarily its revenue breakdown and its disclosure of operating metrics.<h2 class="st-heading-2">Analyst Take</h2>According to TheFly, KeyBanc said that it views Verizon’s updated disclosures as practically useless for modeling purposes. According to the analyst, the biggest problems with the changes are a lack of transparency in disclosure and a lack of comparability, which will inhibit understanding of how the turnaround will progress.As per KeyBanc, the move would be negative for the telecommunications provider.<h2 class="st-heading-2">Verizon’s Update</h2>Verizon informed investors that in Q1 2026, its revenue reporting would pivot from its current consumer and business reporting to be disaggregated by products and services.The company said that going forward, it would report revenue in three segments: mobility and broadband service revenue, wireless equipment revenue, and other revenue.The mobility and broadband service segment would reflect revenue from mobility communication services, fixed wireless access (FWA) broadband, Fios internet, and other fiber-based services.Meanwhile, the other revenue segment would include revenue from wireline products that provide legacy voice, video, and data solutions, and broadband solutions over a traditional copper-based network. The segment would also include regulatory cost recovery fees, leasing, and interest from devices sold under agent payment plans.In addition, the company said that it had also made changes to the operating metrics presentation and would only disclose them on a consolidated basis.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/VZ">VZ shares</a> was in the ‘bearish’ territory over the past 24 hours amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_16_at_10_25_43_PM_png_c1fc7784e8.webp" alt="Screenshot 2026-03-16 at 10.25.43 PM.png" width="1274" height="162"></figure>&nbsp;Shares of the company have gained more than 25% this year.Meanwhile, the <a href="https://stocktwits.com/symbol/xlc">State Street Communication Services Select Sector SPDR ETF</a> (XLC) has declined by about 1.6% over the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Why Does This Analyst Believe Verizon's Revised Reporting Is 'Very Investor-Unfriendly'?

According to KeyBanc, the biggest problems with the changes are a lack of transparency in disclosure and a lack of comparability, which will inhibit understanding of how the turnaround will progress.

<ul class="summary-bullets"><li>AT&amp;T said its partnership with AST SpaceMobile is expected to extend mobile connectivity to areas where traditional networks struggle to reach.</li><li>The telecom provider will also upgrade its public-safety infrastructure, including improvements to FirstNet.</li><li>The company plans to recruit thousands of additional technicians, including large hiring rounds in 2026.&nbsp;</li></ul>AT&amp;T Inc. (T) on Tuesday unveiled an ambitious plan to invest more than $250 billion over the next five years to expand and modernize its communications infrastructure across the United States.&nbsp;The multiyear funding push will focus on expanding fiber internet, 5G wireless coverage, and satellite-supported connectivity to meet growing demand for reliable digital access in cities, suburbs and rural regions.&nbsp;<h2 class="st-heading-2">Expanding Nationwide Connectivity</h2>The company said its partnership with AST SpaceMobile is expected to extend mobile connectivity to areas where traditional networks struggle to reach.&nbsp;<blockquote>"Today, we're committing more than $250 billion to increase U.S. connectivity competitiveness and expand access to AT&amp;T's leading ﬁber and wireless networks – the best way to get on the internet.”-John Stankey, Chairman and CEO, AT&amp;T</blockquote><a href="https://stocktwits.com/symbol/T">AT&amp;T stock</a> inched 0.6% lower in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume shifted to ‘high’ from ‘low’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Building For The Next Digital Era</h2>The telecom provider said it is also upgrading its public-safety infrastructure, including improvements to FirstNet, the dedicated network created for emergency responders.AT&amp;T said it is strengthening network security through its “Dynamic Defense” platform while introducing customer-focused features such as Wi-Fi personalization and enhanced data performance at crowded events.The company mentioned that tuning its communications networks is essential for technologies that rely on massive-scale data processing, such as AI-powered applications, smart infrastructure systems, and connected transportation.AT&amp;T currently employs about 110,000 people in the U.S. and plans to recruit thousands of additional technicians, including large hiring rounds in 2026.&nbsp;T stock has gained 0.9% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-bntx-stock-tumble-pre-market-today/cZdoYZmRIey">Why Did BNTX Stock Tumble 17% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 AT&T store, building exterior, Fifth Avenue, New York City, New York, USA. 

AT&T Is Spending $250B On Connectivity In The US – Here’s Where The Money Is Going 

AT&T said its partnership with AST SpaceMobile is expected to extend mobile connectivity to areas where traditional networks struggle to reach.

The telecom giant plans to deploy the funds over the next five years to scale fiber internet, 5G wireless networks and satellite connectivity.

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