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What is the project about? Pepe is a community based meme token surround the iconic meme Pepe the frog. Pepe aims to leverage the power of such an iconic meme to become the most memeable memecoin in existence.   What makes your project unique? Pepe is here to make memecoins great again. Ushering in a new paradigm for memecoins, Pepe represents the memecoin in it's purest simplicity. With zero taxes, liquidity locked forever, and contract immutable, Pepe is for the people, forever. Pepe is about culture, rallying together a community to have fun and enjoy memes, fueled purely by memetic power.   History of your project. Pepe was stealth launched on Friday, April 14th, 2023.   What’s next for your project? Pepe will focus on developing a tight-knit community around the token and building resources to enrich the communities knowledge and success in crypto through a token gated group, newsletter, and more tools.   What can your token be used for? Pepe can be used to speculate on the power of memes, and does not pretend to be anything more.

Pepe

PEPE crypto is trending with high community engagement, fueled by speculation of a renewed 'meme season' and aspirations for significant price appreciation. Chatter reflects a mix of strong bullish predictions for a major rally and caution regarding volatility, frequently discussed in conjunction with broader crypto market trends.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

Starknet is trending as the crypto community weighs its cutting-edge ZK-STARKs technology, quantum resistance, and native account abstraction, which are driving significant development activity and BTCFi adoption, against ongoing token unlock pressures and a bearish technical structure, seeing it as a potentially mispriced long-term infrastructure play.

Moo Deng

Recent volatile price swings and high trading volume are driving extensive community discussion around MOODENG CRYPTO. Investors are debating its potential for massive future pumps as a low market cap Solana meme coin, while also grappling with concerns over sharp drops.

USDX (Website: usdx.money | Twitter: @StablesLabs) is a synthetic USD stablecoin designed to provide stability without relying on traditional banking infrastructure. Backed by delta-neutral positions across multiple exchanges, USDX seamlessly bridges the gap between DeFi, CeFi, and TradFi. It enables DeFi users to access traditional delta-neutral strategies executed in CeFi platforms. As a crypto-native stablecoin, USDX offers a scalable, censorship-resistant, and highly stable solution for users looking to navigate the world of decentralized finance with confidence.

USDX Stablecoin

USDX Stablecoin is trending following its crash below $0.45 due to the Balancer hack and related DeFi collapses, sparking community concerns about its centralized ownership and the inherent fragility of stablecoins.

The Coca-Cola Co. engages in the manufacturing and marketing of non-alcoholic beverages. It operates through the following segments: Europe, Middle East and Africa, Latin America, North America, Asia Pacific, Global Ventures, and Bottling Investments. The company was founded by Asa Griggs Candler on May 8, 1886 and is headquartered in Atlanta, GA.

Coca-Cola Co

Coca-Cola is trending as investors digest its Q4 earnings, which showed an EPS beat but revenue miss and cautious 2026 guidance, alongside a recent CEO transition. This sparks community debate over the stock's valuation and the sustainability of its recent 52-week highs amidst a rotation into defensive consumer staples.

Aerodrome Finance is a next-generation AMM designed to serve as Base's central liquidity hub, combining a powerful liquidity incentive engine, vote-lock governance model, and friendly user experience. Aerodrome inherits the latest features from Velodrome V2.

Aerodrome Finance

Aerodrome Finance is trending due to its recent Robinhood listing and anticipation around an upcoming cross-chain merger with Velodrome, driving community discussion about its role as the undervalued central liquidity hub of the expanding Base ecosystem.

Dogecoin is a cryptocurrency based on the popular "Doge" Internet meme and features a Shiba Inu on its logo. Dogecoin is a Litecoin fork. Introduced as a "joke currency" on 6 December 2013, Dogecoin quickly developed its own online community and reached a capitalization of US$60 million in January 2014. Compared with other cryptocurrencies, Dogecoin had a fast initial coin production schedule: 100 billion coins were in circulation by mid-2015, with an additional 5.256 billion coins every year thereafter. As of 30 June 2015, the 100 billionth Dogecoin had been mined.   Dogecoin was created by Billy Markus from Portland, Oregon and  Jackson Palmer from Sydney, Australia. Both wanted to create a fun cryptocurrency that will appeal beyond the core Bitcoin audience. Dogecoin is primarily used as a tipping system on Reddit and Twitter where users tip each other for creating or sharing good content. The community is very active in organising fundraising activities for deserving causes.  The developers of Dogecoin haven’t made any major changes to the coin since 2015. This means that Dogecoin could get left behind and is why Shibas are leaving Dogecoin to join more advanced platforms like Ethereum. One of Dogecoin strengths is its relaxed and fun-loving community. However, this is also a weakness because other currencies are way more professional.  To purchase Dogecoin, it involves downloading a crypto wallet, setting up a crypto exchange account and then trading away for your desired crypto currency. Once we have set up an account with a DOGE currency exchange and deposited some funds, you are ready to start trading.

Dogecoin

Dogecoin is experiencing a surge in attention driven by widespread community discussion and bullish sentiment regarding a "COEP Dogecoin merger" with 9,000 miners. The excitement is further amplified by general market optimism for meme coins and technical analysis pointing to bullish signals.

Caledonia Mining Corp. Plc engages in the exploration, development, and production of gold and other precious metals from its mineral properties. Its projects include Blanket Gold Mine and Maligreen. The company was founded on February 5, 1992 and is headquartered in St. Helier, the United Kingdom.

Caledonia Mining Corporation Plc

Caledonia Mining Corporation (CMCL) is actively discussed after a recent convertible note offering for its Bilboes Gold Project led to a significant share price pullback and concerns over dilution. While many investors express frustration that the stock has not mirrored gold's substantial rally, optimism remains high for CMCL's future given soaring gold prices and the project's potential to quadruple production.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is a major source of investor frustration, consistently hitting new lows and severely underperforming its Chinese tech peers and the broader market despite ongoing share buybacks and perceived deep value. The community is sharply divided between those calling it a "value trap" due to costly food delivery wars and management inaction, and others betting on a significant bounce driven by its strong fundamentals once current market dynamics shift.

Roundhill ETF Trust - Roundhill Innovation-100 0DTE Covered Call Strategy ETF

Roundhill Innovation-100 0DTE Covered Call Strat ETF

Investors are actively debating the Roundhill Innovation-100 0DTE Covered Call Strategy ETF as recent weekly dividend payouts have been inconsistent and lower, following earlier large year-end distributions. This has heightened community concern over NAV erosion and the fund's total return performance compared to broader market indices.

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Nifty 50

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<ul class="summary-bullets"><li>Retail message volumes on StockTwits peaked at 250% in the last 24 hours, with traders sounding optimistic about the stock gaining even after the note offering sent the shares down.</li><li>On Tuesday, the company announced the unfolding of BlueBird 6, which features the largest commercial communications array antenna ever deployed in Low Earth Orbit.</li><li>AST SpaceMobile said the net proceeds from the offering will be used for accelerating the deployment of its controlled spectrum bands on a global basis and enhancing investment in government space opportunities in the U.S.</li></ul>AST SpaceMobile, Inc. witnessed a surge in retail interest in the last 24 hours, building on the company’s announcement to offer $1 billion aggregate principal amount of convertible senior notes due 2036 and the successful unfolding of its BlueBird 6 satellite.Retail message volumes on Stocktwits on ASTS peaked at 250% in the last 24 hours, with traders sounding optimistic about the stock gaining even after the note offering sent the shares down nearly 9% in premarket trading.A bullish user on Stocktwits <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/CwInvestmentTrades/message/644760877">said</a> they planned to buy a large number of shares in the mornings and “love the ASTS offering.”<stembedurl>https://www.stocktwits.com/CwInvestmentTrades/message/644760877</stembedurl><h2 class="st-heading-2">ASTS 2026 Preparations</h2>On Tuesday, the company announced the unfolding of BlueBird 6, which features the largest commercial communications array antenna ever deployed in Low Earth Orbit. In December, the company also announced that it had completed the manufacturing of BlueBird 7 and it was en route to Cape Canaveral, Florida, ahead of its own launch preparations.AST SpaceMobile on Wednesday said that the company intends to use the net proceeds from the offering for general corporate purposes, including accelerating the deployment of its controlled spectrum bands on a global basis, monetizing the capabilities of its proprietary technology to capture the evolving commercial opportunities related to artificial intelligence, and enhancing investment in government space opportunities in the U.S.This is to scale manufacturing and further deployment of its products at a time when it has been awarded a contract for the Missile Defense Agency's Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) program.The SHIELD contract, also known as the “Golden Dome” project, is a push by the Trump Administration to create a shield that will identify incoming projectiles, calculate trajectory, and deploy interceptor missiles to destroy them mid-flight.<h2 class="st-heading-2">How Are Retail Traders Reacting?</h2>Retail sentiment on AST SpaceMobile was in the ‘bearish’ territory, compared to ‘neutral’ a week ago, with message volumes at ‘low’ levels, according to data from Stocktwits.However, chatter was picking up on the platform with one bullish user <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Terriermight/message/644762800">noting</a> that the company was still in the infancy stage and people think a billion “in financing is bearish.”<stembedurl>https://www.stocktwits.com/Terriermight/message/644762800</stembedurl>Another bullish user <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/GumGumRubber/message/644759528">noted</a> that the stock had rebounded immediately after the last offering.<stembedurl>https://www.stocktwits.com/GumGumRubber/message/644759528</stembedurl><a href="https://stocktwits.com/symbol/ASTS">Shares of AST SpaceMobile</a> have jumped over 241% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/mcd-stock-in-spotlight-as-burger-giant-bucks-industry-wide-slowdown/cZRThwhR4rb">MCD Stock In Spotlight As Burger Giant Bucks Industry-Wide Slowdown To Deliver Solid Quarterly Beat</a>

A person views trading stocks on a tablet on the last day of the 2025 trading market in Brussels, Belgium, on December 30, 2025.

ASTS Stock Tumbles Premarket, Retail Chatter More Than Triples – What Is Driving The Moves?

ASTS stock surged after the successful unfolding of the company’s BlueBird 6 satellite, but is now seeing a downfall on Thursday due to its note offering.

Equity

ASTS stock surged after the successful unfolding of the company’s BlueBird 6 satellite, but is now seeing a downfall on Thursday due to its note offering.


<ul class="summary-bullets"><li>Siri did not always process queries correctly or could sometimes take too long to handle requests, as seen in the testing, the report said.&nbsp;</li><li>However, the situation was fluid, and Apple’s plans could change further, the people cited in the report said.&nbsp;</li><li>Apple was widely expected to release updates to Siri in the last week of February while launching the beta version of iOS 26.4.</li></ul>Apple Inc.’s (AAPL) upgrades to its virtual assistant Siri have reportedly faced issues during testing in recent weeks, potentially delaying the release of some functional updates.According to a Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-11/apple-s-ios-26-4-siri-update-runs-into-snags-in-internal-testing-ios-26-5-27">report</a> citing people familiar with the matter, Apple was initially planning to include the function changes in its upcoming operating system update in March. However, after the issues, the iPhone maker now plans to roll them out over future versions.Siri did not always process queries correctly or sometimes took too long to handle requests, as seen in testing, the report said.However, the situation was fluid, and Apple’s plans could change further, the people said, as per the report.Shares of AAPL edged up about 1% at the time of writing.<h2 class="st-heading-2">Siri Update</h2>Apple was widely expected to <a href="https://stocktwits.com/news-articles/markets/equity/apple-stock-loses-retail-euphoria-after-blowout-earnings-will-new-ai-siri-reignite-confidence/cZbHVJhR48L">release</a> updates to Siri in the last week of February while launching the beta version of iOS 26.4.The revamp of the virtual assistant was expected to include a redesigned interface, better comprehension of natural language, on-screen awareness, and upgraded cross-app controls.The delay means at least some Siri upgrades are potentially pushed back to the next update slated in May, or even in iOS 27, expected to be released in September, as per the report.Gene Munster, co-founder of Deepwater Asset Management, said that if investors hoped for more from the new Siri update, the stock would have fallen more steeply.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2021695087617687801">post</a> on X, Munster said, “The bottom line is Apple Intelligence continues to hold optionality value for AAPL investors. I believe they’ll eventually get it right and be a key beneficiary of what will be a significant personalized AI opportunity.”<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_12_at_3_06_25_AM_png_c87ccec5fa.webp" alt="Screenshot 2026-02-12 at 3.06.25 AM.png" width="1192" height="606"></figure>&nbsp;Apple is also rumored to overhaul Siri into an artificial intelligence chatbot later this year, although the company has not released any official updates.Apple's stock has been lagging among its AI peers even as development in the area is looking to become a primary driver for the company.The tech giant posted its "best-ever quarter“ while <a href="https://stocktwits.com/news-articles/markets/equity/apple-q1-2026-earnings-beat-expectations/cmyi8pJR41W">reporting</a> its first-quarter (Q1) 2026 results, beating street expectations for revenue and earnings due to strong iPhone sales and a rebound in the China market.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around AAPL shares was in the ‘bearish’ territory over the past day amid ‘low’ message volumes.One bullish user said this was just an AI rollout delay that would not impact Apple’s long-term business health.<stembedurl>https://stocktwits.com/Sunshined/message/644721808</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Shares of AAPL</a> have gained more than 18% in the last year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/bill-ackman-takes-stake-in-meta-flags-significant-upside-potential-from-ai/cZb6o8IR4AW">Bill Ackman Takes Stake In Meta, Flags ‘Significant Upside Potential From AI’</a>

In this photo illustration, an Apple Siri logo is seen displayed on a smartphone with an Apple logo in the background. 

Apple’s Siri Upgrade Potentially Delayed After Testing Issues: Report

According to a report from Bloomberg, Apple was initially planning to include the changes in its upcoming operating system update in March but now plans to roll them out over future versions.

<ul class="summary-bullets"><li>The firm pointed to antitrust concerns over the Netflix deal, while the Paramount deal has a “viable path” to regulatory approval.</li><li>If the WBD board refuses to re-engage with Paramount to maximize shareholder value, Ancora said it would vote against the Netflix deal.</li><li>The firm cited the Ellison Trust's backing as another factor in favor of the Paramount offer.</li></ul>Activist investor Ancora on Wednesday backed Paramount Skydance Corp.’s (PSKY) offer for Warner Bros. Discovery Inc. (WBD), stating that the latter has a “clear path” to securing an even better offer from PSKY.In its presentation, Ancora stated that the Paramount offer for WBD “includes certainty and can be increased,” while it termed the Netflix Inc. (NFLX) deal as “flawed, inferior, and high risk.”“In contrast to Netflix’s highly questionable offer and the Discovery Global spinoff, Paramount Skydance Corporation (“Paramount”) is proposing to give shareholders real financial certainty with $30 per share in cash,” Ancora said in its presentation.<a href="https://stocktwits.com/symbol/PSKY">Paramount Skydance shares</a> were up nearly 0.7% in Wednesday’s pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/WBD">Warner Bros. Discovery shares</a> gained nearly 1%. Retail sentiment on Stocktwits around both companies trended in the ‘bullish’ territory.<a href="https://stocktwits.com/symbol/NFLX">Netflix shares</a> were up 0.6% at the time of writing, with retail sentiment trending in the ‘bearish’ territory on Stocktwits.<h2 class="st-heading-2">Ancora Calls Out WBD For Choosing Netflix</h2>The activist investor said that the WBD board is calling on shareholders to vote for an “uncertain final cash consideration based on an unknown debt allocation and an unknown equity value of the Discovery Global spinoff.”The firm also pointed to antitrust concerns over the Netflix deal, while the Paramount deal has a “viable path to regulatory approval.” Ancora also added that the Paramount offer has the “credible backing of the Ellison Trust.”Paramount stated in its Tuesday announcement that the Ellison family and RedBird Capital Partners will contribute $43.6 billion in cash.If the WBD board refuses to re-engage with Paramount to maximize shareholder value, Ancora said it would vote against the Netflix deal.“Paramount has indicated its willingness to improve its proposal – stating that its offer was not “best and final” – demonstrating that there is a value-maximizing path forward,” Ancora added.<h2 class="st-heading-2">Ancora’s Position In WBD</h2>Ancora also formally announced that it has built a stake worth $200 million in WBD. According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/deals/activist-investor-pushes-warner-to-walk-away-from-netflix-deal-0bbe663e">report</a> by The Wall Street Journal citing people familiar with the matter, Ancora intends to continue buying shares of the company.The report added that if Ancora goes ahead with nominating director candidates, the focus would be on replacing those who have ties to WBD CEO David Zaslav.<h2 class="st-heading-2">Paramount’s Sweetened Offer</h2>This comes after&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/paramount-skydance-enhances-warner-bros-bid/cZbU7mJR4pG">Paramount sweetened</a> its $ 30-per-share all-cash offer for WBD. The company added a “ticking fee”, presenting an incremental cash consideration to WBD shareholders of $0.25 per share.Paramount stated that this is equivalent to approximately $650 million cash value each quarter, for every quarter the transaction is not closed beyond Dec. 31, 2026.The company also said that it will fund the $2.8 billion termination fee that WBD will owe Netflix if it decides not to proceed with the deal and instead accepts Paramount’s offer.<h2 class="st-heading-2">Paramount And Netflix's Offers Compared</h2>Paramount’s offer of $30 in cash for each outstanding share of WBD’s Series A common stock reflects a total equity value of $78 billion and an enterprise value of $108 billion. This includes the net debt and noncontrolling interest components as well.In contrast, Netflix’s offer valued WBD at an equity value of $72 billion and an enterprise value of $82.7 billion, but excluded the spinoff company.<a href="https://stocktwits.com/symbol/PSKY">PSKY stock</a> is down 19% year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/WBD">WBD stock</a> is down 4%, while&nbsp;<a href="https://stocktwits.com/symbol/NFLX">NFLX stock</a> has declined 12%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/qxo-stock-rising-after-agreement-to-acquire-kodiak/cZb6QV0R4qV">QXO Stock Is Soaring Pre-Market Today — What Is Fueling The Surge?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Paramount logo is displayed on a mobile phone with the Warner Bros. Discovery icon seen in the background

Ancora Says WBD Has 'Clear Path' To Securing An Even Better Offer From Paramount, Calls Netflix Bid 'Highly Questionable'

The activist investor said that while Paramount’s offer for WBD “includes certainty,” it termed the Netflix deal as “flawed, inferior, and high risk.”

<ul class="summary-bullets"><li>Ancora believes Warner Bros. did not adequately engage with Paramount Skydance regarding the latter’s acquisition offer.</li><li>The development adds a new angle to the WBD-Netflix deal, which has been dragging on due to Paramount's pursuit and a regulatory review.</li><li>Stocktwits sentiment for Netflix and Paramount is ‘bearish.’</li></ul>In a new development that&nbsp;could affect the Warner Bros. Discovery deal, activist investor Ancora Holdings has built a roughly $200 million stake in the media conglomerate and is planning to nudge it toward Paramount Skydance’s acquisition offer.The move was&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/deals/activist-investor-pushes-warner-to-walk-away-from-netflix-deal-0bbe663e">reported</a> by The Wall Street Journal on Tuesday, citing unnamed sources, which added that Ancora could announce its position as early as Wednesday.A roughly $11 billion fund, Ancora believes Warner Bros. failed to adequately engage with Paramount Skydance, which is offering $30 per share, or $108.4 billion in total, for the entire company. It reportedly emailed Warner CEO David Zaslav to say that it was considering launching a proxy fight if Warner’s board doesn’t negotiate the best deal for shareholders with Paramount.<h2 class="st-heading-2">Paramount’s WBD Pursuit</h2>Meanwhile, Paramount is going all guns blazing to acquire Warner Bros., which, in December, agreed to sell most of its assets to Netflix for $27.75 per share, or $72 billion.Paramount, led by David Ellison, son of Oracle founder Larry Ellison,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/paramount-skydance-enhances-warner-bros-bid/cZbU7mJR4pG">sweetened</a> its all-cash offer on Monday, offering WBD shareholders extra cash for each quarter the deal fails to close after this year and agreeing to cover the breakup fee the HBO owner would owe Netflix if it walked away.&nbsp;<h2 class="st-heading-2">WBD-Netflix Deal Hurdles</h2>Both Netflix and Paramount desire Warner Bros. for its top-tier film and TV studios, deep content library, and blockbuster franchises, including “Game of Thrones,” “Harry Potter,” and DC superheroes such as Batman and Superman.The deal has grown increasingly complex and protracted amid Paramount’s aggressive pursuit, even as an ongoing antitrust review hangs in the balance. Last week, Netflix co-CEO Ted Sarandos&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/netlfix-wbd-will-continue-to-operate-as-they-are-doing-now-co-ceo-tells-senate/cZb05xrR4mV">appeared before a Senate committee</a> to argue that the transaction would not limit consumer choice and, instead, would serve as a boost for Hollywood.<h2 class="st-heading-2">Pressure On Netflix, Paramount</h2>The deal has become a drag on the potential&nbsp;acquirers' stocks.&nbsp;<a href="https://stocktwits.com/symbol/NFLX">Netflix shares</a> and&nbsp;<a href="https://stocktwits.com/symbol/PSKY">Paramount shares</a> have declined 25.3% and 27%, respectively, in the past three months.&nbsp;<a href="https://stocktwits.com/symbol/WBD">WBD stock</a>, meanwhile, has surged over 23% in the same period.On Stocktwits, retail sentiment for NFLX and PSKY has oscillated widely in this period, and was ‘bearish’ as of the last reading.&nbsp;Investors are more worried about Netflix. Projections of rising costs and shrinking margins, outlined in the company's earnings report on Jan. 20, have contributed to its stock price decline.“$NFLX just let the deal go, not worth it to acquire Warner,” a user&nbsp;<a href="https://stocktwits.com/CoronaTime20/message/644620787">posted</a> on Stocktwits. “Take the $2.8 billion termination fee from Paramount, make shareholders happy again.”&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mattel-shocker-shares-tank-31-after-big-holiday-quarter-miss/cZbCUaTR4pr">Mattel Shocker: Shares Tank 31% After Big Holiday-Quarter Miss</a>&nbsp;

A phone screen shows Netflix, Warner Bros and Paramount streaming apps. (Photo by Anna Barclay/Getty Images)

 Warner Bros-Netflix Deal: Activist Reportedly Builds $200M Stake In WBD, Nudges It To Review Paramount’s Bid Thoroughly

According to a Wall Street Journal report, Ancora Holdings has signaled that it may also pursue a proxy fight.

<ul class="summary-bullets"><li>Paramount stated that its offer of $30 in cash for each outstanding share of WBD’s Series A common stock reflects a total equity value of $78 billion and an enterprise value of $108 billion.</li><li>This includes the net debt and noncontrolling interest components as well.</li><li>In contrast, Netflix’s offer valued WBD at an equity value of $72 billion and an enterprise value of $82.7 billion, but excluded the spinoff company.</li></ul>Paramount Skydance Corp. (PSKY) on Tuesday enhanced its $30 per share all-cash bid for Warner Bros. Discovery Inc. (WBD).The company added a “ticking fee”, presenting an incremental cash consideration to WBD shareholders of $0.25 per share. Paramount stated that this is equivalent to approximately $650 million cash value each quarter, for every quarter the transaction is not closed beyond Dec. 31, 2026.<a href="https://stocktwits.com/symbol/PSKY">Paramount Skydance shares</a> rose more than 1% in Tuesday’s opening trade, while&nbsp;<a href="https://stocktwits.com/symbol/WBD">Warner Bros. Discovery shares</a> gained nearly 3%. Retail sentiment on Stocktwits around PSKY trended in the ‘bullish’ territory, while users felt ‘bearish’ about WBD.<a href="https://stocktwits.com/symbol/NFLX">Netflix shares</a> were up 3% at the time of writing, with retail sentiment trending in the ‘bearish’ territory on Stocktwits.<h2 class="st-heading-2">Warner Bros Discovery’s Valuation As Per The New Offer</h2>Paramount stated that its offer of $30 in cash for each outstanding share of WBD’s Series A common stock reflects a total equity value of $78 billion and an enterprise value of $108 billion. This includes the net debt and noncontrolling interest components as well.In contrast, Netflix’s offer valued WBD at an equity value of $72 billion and an enterprise value of $82.7 billion, but excluded the spinoff company.<h2 class="st-heading-2">Commitments From Ellison Family And RedBird Capital</h2>Paramount also detailed commitments from the Ellison family and RedBird Capital Partners, stating that they will contribute $43.6 billion in cash. The company will source $54 billion through new transaction debt and WBD bridge loan refinancing, with $3.5 billion from Paramount.It also stated that WBD will be given flexibility regarding the refinancing of its $15 billion bridge loan.<h2 class="st-heading-2">Funding Termination Fee</h2>Paramount also stated that it will fund the $2.8 billion termination fee that WBD will owe Netflix if it decides not to proceed with the deal and instead accepts PSKY’s offer.The company also stated that the Netflix deal requires WBD shareholders to approve a transaction where they do not know how much actual cash consideration they will receive. Paramount said this is because the cash consideration in the Netflix deal is predicated on Discovery Global's financial condition at the time of separation and its resulting debt capacity.<a href="https://stocktwits.com/symbol/PSKY">PSKY stock</a> is down 19% year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/WBD">WBD stock</a> is down 4%, while&nbsp;<a href="https://stocktwits.com/symbol/NFLX">NFLX stock</a> has declined 13%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/evmn-stock-soars-after-evommune-reports-positive-atopic-dermatitis-trial/cZbUIA8R4YU">This Biotech Stock Nearly Doubled In Value Today Morning – What’s Driving Investor Optimism?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the Paramount Skydance logo in front of a blurred Warner Bros. Discovery emblem.

Paramount Skydance Enhances $30 Per Share Bid For Warner Bros Discovery

The company added a “ticking fee”, presenting an incremental cash consideration to WBD shareholders of $0.25 per share.

<ul class="summary-bullets"><li>Burry noted that Alphabet’s filing now includes “historical asset performance” and “expected technology developments,” with the latter representing a more formal expression.</li><li>Venture capital firm Stonebridge Capital, in response to Burry’s note, said the change looked like Alphabet was getting ahead of its AI hardware obsolescence.&nbsp;</li><li>In its latest fourth-quarter (Q4) release, Alphabet provided a capex outlook between $175 billion and $185 billion in 2026, much higher than street estimates of $119.5 billion.</li></ul>‘The Big Short’ investor Michael Burry pointed out that Alphabet Inc. (GOOG, GOOGL) has changed the phrasing and methodology in its latest annual filing with the U.S. Securities and Exchange Commission (SEC).In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/@michaeljburry/note/c-210328033">Substack note</a> from Thursday, Burry said that Alphabet has updated its 10-K 2025, released earlier in the day, with different wording in both its risk factors section and its property and equipment “useful lives” description.Burry noted that Alphabet’s filing now includes “historical asset performance” and “expected technology developments,” with the latter representing a formal expression “with a different proactive connotation.”<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_at_10_28_38_PM_png_2e1e68f7aa.webp" alt="Screenshot 2026-02-05 at 10.28.38 PM.png" width="1315" height="1018"></figure><h2 class="st-heading-2">&nbsp;</h2><h2 class="st-heading-2">What Does This Mean?</h2>Alphabet’s revised phrasing in the filing is to notify investors of changes in how it estimates the useful lives of property and equipment, and expectations about future technological developments.The change formalizes how the company will determine depreciation of its assets, likely related to its artificial intelligence infrastructure spend.“Sounds like they're getting ahead of AI hardware obsolescence. Interesting they're building that flexibility now,” said venture capital firm Stonebridge Capital, in <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/profile/399130908-stonebridge-capital/note/c-210351068">response</a> to Burry’s note.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_at_10_54_08_PM_png_3b50b32065.webp" alt="Screenshot 2026-02-05 at 10.54.08 PM.png" width="1338" height="309"></figure>&nbsp;Another user, Auctus, explained that the change in methodology and phrasing indicates the company is altering its accounting estimates to change the impact on its bottom line.“By shifting the methodology for asset useful lives to a more 'proactive' and 'expected' framework, they’re effectively lowering depreciation expenses. It’s a classic move to pad earnings and offset the massive Capex drag from their AI infrastructure spend,” Auctus said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/profile/308968541-auctus/note/c-210334760">response</a> to the note.<h2 class="st-heading-2">Capex Increase</h2>In its latest fourth-quarter (Q4) <a href="https://stocktwits.com/news-articles/markets/equity/alphabet-shares-down-despite-reporting-record-annual-revenue-know-why/cZbjXJVR4Ng">release</a>, Alphabet provided a capex outlook of $175 billion to $185 billion for 2026, well above street estimates of $119.5 billion, and almost double its 2025 spend.Alphabet CEO Sundar Pichai justified the increase by saying that the company’s AI investments and infrastructure have been driving revenue and growth across the board.The company also noted that the hike in its technical infrastructure investments will impact its bottom line via higher depreciation expenses and related data center costs. Alphabet said it expects its 2026 depreciation growth rate to accelerate in Q1 26 and significantly increase for the full year ahead.Alphabet reported Q4 revenue of $113.8 billion, an 18% increase from the same period last year, and ahead of analysts’ estimates of $111.5 billion. The company reported diluted earnings per share of $2.82 per share, ahead of the street consensus of $2.64 per share.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around GOOG shares was in the ‘extremely bullish’ territory over the past 24 hours. Meanwhile, message volumes jumped from ‘high’ to ‘extremely high’ levels in the same period.<a href="https://stocktwits.com/symbol/GOOG/">Shares of GOOG</a> have gained over 66% 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/google-parent-alphabet-earnings-beat-fuels-analyst-price-target-hikes-but-capex-jitters-linger/cZbZdsDR4VB">Google Parent Alphabet Earnings Beat Fuels Analyst Price Target Hikes – But Capex Jitters Linger</a>

Michael Burry attends the "The Big Short" New York premiere at Ziegfeld Theater on November 23, 2015 in New York City.

Michael Burry Flags Wording, Methodology Updates In Google Parent Alphabet’s Fresh Filing

In a Substack note, Burry said that Alphabet has updated its 10-K 2025, released earlier in the day, with different wording in its risk factors section and its property and equipment description.

ETFs to Watch as Alphabet Reports Q4 Earnings

ETFs to watch as Alphabet's earnings beat Q4 estimates, but heavy AI-driven capex weighed on market sentiment.

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

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

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

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

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

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


<ul class="summary-bullets"><li>Barclays increased its target to $360 from $315 as it kept an Overweight rating, highlighting robust fundamentals and strength in digital advertising and cloud demand.</li><li>Pivotal Research increased its price target&nbsp; to $420 from $400, maintaining a ‘Buy’ rating based on the company’s search and artificial intelligence momentum.</li><li>Alphabet said it expects to spend between $175 billion and $185 billion in 2026.</li></ul>Alphabet Inc. (GOOG,GOOGL) is drawing fresh optimism as multiple Wall Street firms lifted their stock price targets following stronger-than-expected earnings and AI-led momentum.For the fourth-quarter, the tech giant reported a revenue of $113.8 billion and earnings per share (EPS) of $2.82. Both the metrics surpassed the analysts’ consensus estimate of $111.5 and $2.64, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Analysts Hike Price Targets On AI, Search Momentum&nbsp;</h2>Barclays, Pivotal Research and TD Cowen all raised their 12-month price targets for Alphabet, underscoring sustained faith in the search giant’s growth story. Barclays increased its target to $360 from $315 as it kept an Overweight rating, highlighting robust fundamentals and strength in digital advertising and cloud demand, according to TheFly.&nbsp;Pivotal Research increased its price target&nbsp; to $420 from $400, maintaining a ‘Buy’ rating based on the company’s search and artificial intelligence momentum, especially led by the performance of its Gemini AI and resilient search revenue.TD Cowen lifted its price target to $365 from $350, signaling that continued strength in search and cloud activity supports further stock upside.&nbsp;However,&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet Class A shares</a> traded over 2% lower in Thursday’s premarket. Investors remain cautious after the company flagged a sharp rise in future capital spending&nbsp;<h2 class="st-heading-2">Capex Fears Weigh On Investors&nbsp;</h2>Alphabet said it expects to spend between $175 billion and $185 billion in 2026, a figure far higher than the $119.5 billion estimate and almost twice as much as it invested the year before. The higher capital spending plan caused a decline in the stock price. But in the earnings call, CEO Sundar Pichai expressed optimism about the revenue potential from the investments.&nbsp;&nbsp;<blockquote>“We’re seeing our AI investments and infrastructure drive revenue and growth across the board.”-Sundar Pichai, CEO, Alphabet and Google&nbsp;&nbsp;</blockquote><h2 class="st-heading-2">What Are Stocktwits Users Saying&nbsp;</h2>On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_061315_png_53afc63970.webp" alt="GOOGL’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Feb. 5, 2026 | Source: Stocktwits" width="930" height="101"><figcaption>GOOGL’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Feb. 5, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a whopping 645% surge in user message count over 24 hours.&nbsp;A Stocktwits user expressed optimism about the company’s AI scale and monetization.&nbsp;<stembedurl>https://stocktwits.com/AlphaGrant/message/644067888</stembedurl>GOOGL stock has gained 74% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-pricing-powers-curbed-in-germany-competition-authority-imposes-fine/cZbZPEIR4V3">Amazon Pricing Powers Curbed In Germany — Competition Authority Imposes $70 Million Fine</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Google LLC, a subsidiary of Alphabet Inc. (NASDAQ: GOOGL), with the word Alphabet visible in the background.

Google Parent Alphabet Earnings Beat Fuels Analyst Price Target Hikes – But Capex Jitters Linger  

Barclays, Pivotal Research and TD Cowen all raised their 12-month price targets for Alphabet, underscoring sustained faith in the search giant’s growth story.

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

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

SSgA Active Trust - State Street Communication Services Select Sector SPDR ETF

3%+ above current levels

Up 0–3%

Flat to down 3%

Down 3%+

The Nasdaq 100 continues to hinge on mega-cap tech and AI strength. With rate expectations shifting and valuations stretched, even a 3% move could signal a bigger trend. Is momentum building, or fading?

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