SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Back in 2011, long before “crypto Twitter”, NFTs, or VC-backed chains existed, users of the BitcoinTalk forum came up with a new currency - not to launch a network, but to make fun of btc.... and so: The first memecoin/memecurrency was born.  On May 23, 2011, a Something Awful poster cracked, “Has anyone called them buttcoins yet?”. It was sophomoric and perfect. Within weeks the gag metastasized into Buttcoin.org, a parody blog that described a “peer to peer butt” economy while cataloging mining fiascos, exchange blowups, and MLM-adjacent “innovations”.

Buttcoin

Buttcoin is surging in conversation as the community highlights its 15-year history as a parody of Bitcoin, with supporters framing it as a cultural staple that is finally gaining on-chain traction on Solana. Investors are actively debating its potential to flip market perceptions while emphasizing its unique lore and the recent involvement of verified project channels.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is currently navigating a period of heightened volatility as the market balances institutional ETF inflows against ongoing geopolitical tensions surrounding the Strait of Hormuz. Investors remain focused on critical price support levels while monitoring whether ongoing diplomatic negotiations will resolve regional conflicts or lead to further market instability.

Amarin Corp. Plc is a pharmaceutical company, which focuses on the commercialization and development of therapeutics for cardiovascular health. It focuses on the development and commercialization of Vascepa capsules. The company was founded by Geoffrey William Guy on March 1, 1989 and is headquartered in Dublin, Ireland.

Amarin Corp - ADR

Amarin is trending as investors closely monitor the upcoming U.S. Supreme Court decision on a patent dispute involving 'skinny label' generic competition, a critical legal catalyst that could dictate future U.S. market exclusivity. The community is focused on recent preliminary financial highlights, including positive cash flow and an improved balance sheet, while weighing these fundamentals against ongoing litigation risks and potential M&A prospects at the J.P. Morgan Healthcare Conference.

Cardano is a blockchain platform built on academic research that enables smart contracts and decentralized applications while using significantly less energy than traditional cryptocurrencies like Bitcoin.   What sets Cardano apart is its methodical, research-driven approach — every major feature is peer-reviewed by scientists and cryptographers before being added to the network. This careful process aims to create a more secure and stable foundation compared to platforms that prioritize speed over thorough testing. The platform's native cryptocurrency, ADA, is used to send money, pay transaction fees, and participate in network governance.  Cardano uses a proof-of-stake system to process transactions, which works differently from Bitcoin's mining approach. Instead of competing to solve complex puzzles, users can "stake" their ADA — essentially locking it up temporarily — to become validators who verify transactions. The system selects validators based on how much ADA they've staked and for how long, then rewards them with additional ADA for their participation. This approach uses far less energy than traditional mining while keeping the network secure. The platform also features a two-layer design that separates basic payment transactions from smart contract operations, allowing each function to be optimized independently for better performance.   ADA holders can earn staking rewards by locking up their tokens to help secure the network, vote on proposed changes to the platform, and use ADA for international money transfers with lower fees than traditional services.  Cardano was founded in 2017 by Charles Hoskinson, who previously helped create Ethereum. Hoskinson leads Input Output Global (IOG), the technology company that builds and maintains Cardano's core software. The ecosystem operates through three organizations: IOG handles technical development, the Cardano Foundation promotes adoption and standardization, and Emurgo helps businesses integrate blockchain technology into their operations. This structure distributes responsibilities across multiple groups rather than concentrating control in a single entity.   In February 2025, major asset manager Grayscale Investments filed to create an exchange-traded fund (ETF) for Cardano with the U.S. Securities and Exchange Commission, which would allow traditional investors to buy ADA through their regular brokerage accounts without needing to set up cryptocurrency wallets.Retry

Cardano

Cardano (ADA) is currently a focal point for intense community debate, with bulls citing potential regulatory catalysts and institutional accumulation, while bears argue the project faces obsolescence and persistent selling pressure. Traders remain heavily focused on its range-bound price action and the impact of broader market volatility, leading to a polarized environment between those holding for long-term recovery and those dismissing the asset as a speculative trap.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is experiencing significant volatility as investors debate the impact of Google's 'Stitch' AI design tool on its competitive moat and long-term growth prospects. While some in the community see the current price pullback as an attractive entry point for a platform with strong enterprise retention, others remain cautious due to ongoing insider selling and broader software sector repricing.

Dogelon Mars

Dogelon Mars continues to trend as the community engages in a heated debate over its long-term viability, with some investors holding out for potential breakthroughs linked to Elon Musk's ventures, while others express frustration over stagnant price action and lack of utility. Despite being viewed by many as an OG meme coin, sentiment remains deeply divided between 'diamond hands' hoping for a major turnaround and skeptics who characterize the project as a dormant pump-and-dump scheme.

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.

Morgan Stanley

Morgan Stanley is trending as investors react to its latest earnings report and a strategic shift toward private market research, while community discussions focus on its growing influence in AI infrastructure and potential impacts of its recent bitcoin ETF filing.

ESH Acquisition Corp. is a blank check company. It was formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. The company was founded on November 17, 2021 and is headquartered in New York, NY.

ESH Acquisition Corp - Ordinary Shares - Class A

ESHA is experiencing intense volatility and community speculation as traders bet on a potential short squeeze driven by its ultra-low float and active SPAC merger news. The conversation is currently dominated by high-risk retail sentiment, with many participants comparing it to other recent rapid runners and debating whether the stock will see an explosive move or a continued correction.

Hyperliquid is a layer one (L1) blockchain best known for perpetual futures and spot trading. Beyond its flagship DEX trading platform, the ecosystem supports borrowing, lending, real world assets (RWAs), and a full-fledged Ethereum Virtual Machine (EVM), making it a leading force in decentralized finance (defi).   Just as electronic trading dramatically improved markets in the 2000s, Hyperliquid offers an opportunity for a massive technical upgrade of the existing financial system through a transparent, efficient, and resilient blockchain. HYPE is the native token of the Hyperliquid blockchain, with a maximum supply of 1 billion.

Hype

HYPE is capturing significant attention as the native token of the Hyperliquid decentralized exchange, with community members highlighting its massive trading volume and dominance in the perpetual futures market. Investors are particularly focused on the token's deflationary mechanisms and its growing role as a central hub for decentralized finance, with many noting its performance relative to traditional assets and other altcoins.

Maulcoin

Maulcoin is trending as the community rallies behind its aggressive social media presence and grassroots growth strategy, frequently pushing the project to the top of trending lists. Supporters are actively discussing plans for future airdrops and holding strategies while aiming to reach new market capitalization milestones without traditional chart listings.

statis crypto Watchlist

Bitcoin

Solana

Ripple

Dogecoin

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

<ul class="summary-bullets"><li>Amazon CEO Andy Jassy had said that AWS has scaled its AI-focused revenue to a $15 billion run rate in just a few years.</li><li>Citron stated that Amazon’s custom chips create a high-growth business line within its broader operations, in contrast to Walmart.</li><li>The firm added that current valuations do not yet reflect Amazon’s AI opportunity.</li></ul>Citron Research on Thursday highlighted Amazon.com Inc.’s (AMZN) artificial intelligence stronghold, calling it the most serious challenge to Nvidia Corp.'s (NVDA) semiconductor leadership.The firm’s assessment came after Amazon’s CEO,&nbsp;Andy Jassy,&nbsp;outlined a sweeping vision for AI, describing it as a pivotal innovation that will reshape nearly every customer interaction.<h2 class="st-heading-2">AWS And Custom Chips Driving Economics</h2>Jassy said that&nbsp;within just a few years of the current AI wave, AWS has scaled its AI-related revenue to a run rate exceeding $15 billion, far surpassing its early cloud growth benchmarks.&nbsp;He added that the company’s chips segment, including Graviton, Trainium, and Nitro, exceeded a $20 billion annual revenue run rate and is expanding at triple-digit year-over-year rates.<blockquote>“At scale, we expect Trainium will save us tens of billions of capex dollars per year, and provide several hundred basis points of operating margin advantage versus relying on others’ chips for inference.”-Andy Jassy, CEO, Amazon</blockquote><a href="https://stocktwits.com/symbol/AMZN">Amazon stock</a> traded over 3% higher by Thursday mid-morning. On Stocktwits, retail sentiment around the stock flipped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume changed to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_09_113420_png_76a8644687.webp" alt="AMZN’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Apr.9, 2026 | Source: Stocktwits" width="924" height="98"><figcaption>AMZN’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Apr.9, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Citron’s Bold Call On Amazon</h2>In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CitronResearch/status/2042216099287117961">post</a> on the X platform, Citron said Amazon’s AI chips present a “trillion-dollar company” potential hidden within its broader operations, drawing a stark contrast to traditional retail competitors.For several years, investors favored Walmart Inc. (WMT) for its steady growth while penalizing Amazon for aggressive capital expenditures. Citron suggested that perception is changing rapidly.&nbsp;The firm explained that Amazon’s spending has now translated into tangible, high-growth business lines, in contrast to Walmart’s slower expansion profile despite its premium valuation multiple. Citron also noted that Amazon’s current valuation does not reflect the scale of its AI opportunity.Central to Citron’s thesis is Amazon’s growing presence in AI-driven semiconductor infrastructure. The firm highlighted the business segment generating an estimated $50 billion annual revenue run rate, with demand outpacing supply.&nbsp;According to Jessy, advanced chips tied to Amazon’s AI ecosystem are sold out, and future capacity is already attracting strong customer interest. Citron characterizes this as a strong challenge to Nvidia, long viewed as the dominant force in AI chips.AMZN stock has gained over 17% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/eose-stock-jumped-explosive-revenue-guidance-record-shipments-battery-production/cZJW7hCRIs2">EOSE Stock Jumped 18% Today – Investors Cheer Explosive Revenue Guidance, Record Shipments And Expanding Battery Production</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Amazon logo is seen displayed on a smartphone with an Artificial intelligence (AI) chip and symbol in the background. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)

Citron Sees Amazon’s Trillion-Dollar AI Chip Potential Challenging Nvidia’s Dominance

Citron emphasized Amazon’s expanding role in AI semiconductor infrastructure, noting a roughly $50 billion annual run rate with demand exceeding supply.

Equity

Citron emphasized Amazon’s expanding role in AI semiconductor infrastructure, noting a roughly $50 billion annual run rate with demand exceeding supply.


<ul class="summary-bullets"><li>AWS is contending with significant challenges after drone attacks damaged its data centers in Bahrain and the United Arab Emirates.</li><li>The strikes have disrupted supply chains, raising costs for energy-intensive AI data centers.</li><li>The Strait of Hormuz has driven up helium prices, a critical material for semiconductor manufacturing.</li></ul>Amazon Web Services (AWS) is reportedly navigating serious operational challenges due to ongoing tensions in the Middle East, with recent drone attacks targeting its data centers in Bahrain and the United Arab Emirates.Speaking to CNBC at the HumanX conference in San Francisco on Tuesday, AWS chief Matt Garman said, “It’s a really difficult situation, and we’re working incredibly hard. In fact, we have teams, 24/7, working to make sure that we can keep our infrastructure up for our customers in that region.”&nbsp;<h2 class="st-heading-2">Disruption In Services</h2>Services across dozens of AWS offerings in Bahrain and the U.A.E. remain disrupted. Earlier in March, drone strikes&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-shuts-uae-data-center-after-strike-sparks-fire-amid-escalating-us-iran-war-retail-traders-see-nothing-good-to-expect/cZddtHpRIc0">damaged&nbsp;</a>AWS facilities. The U.A.E. incident comes amid heightened tensions in the Gulf, following Iranian missile and drone strikes in retaliation for U.S. and Israeli attacks. The strikes have affected airports, ports, and residential areas across the region.Last week, the Islamic Revolutionary Guard Corps’ Navy confirmed it had targeted Amazon infrastructure in Bahrain, the report said.&nbsp;&nbsp;<a href="https://stocktwits.com/symbol/AMZN">Amazon stock</a> inched 0.4% lower on Tuesday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_07_132457_png_9c8b35465b.webp" alt="AMZN’s Sentiment Meter and Message Volume as of 13:00 p.m. ET on Apr.7, 2026 | Source: Stocktwits" width="923" height="111"><figcaption>AMZN’s Sentiment Meter and Message Volume as of 13:00 p.m. ET on Apr.7, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Economic And Industry Implications</h2>Data centers, especially those supporting AI workloads, are energy-intensive, and rising electricity costs linked to the conflict have added operational strain.Garman highlighted the broader impact, saying, “It’s obviously hugely disruptive for the global economy, as we’re all very dependent on energy, and also just distracting for industry, for us.”&nbsp;According to the report, restrictions on shipping through the Strait of Hormuz have driven up helium prices, a critical material for semiconductor manufacturing, with Qatar producing over a third of the global supply.AMZN stock has declined by over 8% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/aapl-stock-slides-as-i-phone-maker-faces-modest-app-store-growth-in-q1-retail-says-great-opportunity-to-buy-more/cZJJUImRIpw">AAPL Stock Slides As iPhone-Maker Faces Modest App Store Growth In Q1 – Retail Says ‘Great Opportunity’ To Buy More</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Amazon Web Services (AWS) logo is seen in this illustrtion photo taken in Warsaw, Poland on 21 November, 2023. (Photo by Jaap Arriens/NurPhoto via Getty Images)

AWS Chief Warns Of Global Economic Drag As Iran-Linked Attacks Target Cloud Infrastructure: Report

AWS chief Matt Garman told CNBC that the company is working ‘incredibly hard’ to restore normal operations. 

<ul class="summary-bullets"><li>Nike shares dropped 9% in Wednesday’s premarket.</li><li>Weakness in the sportswear giant’s China business is a major overhang.&nbsp;</li><li>Still, retail traders on Stocktwits appeared upbeat about NKE, saying the historic low is a long-term buying opportunity.&nbsp;</li></ul>Nike, Inc. shares fell 9% to $48 in early premarket trading on Wednesday, sliding to a nearly nine-year low, after the company warned that sales would decline this year, raising fresh doubts about its turnaround effort now in its second year.Still, retail traders on Stocktwits appeared upbeat, saying the historic low is a long-term buying opportunity.&nbsp;Nike expects sales to fall by low single digits from now through the end of 2026, with a 2% to 4% decline in the current fiscal fourth quarter. Analysts had forecast a 1.9% increase this quarter.The forecast projects a 20% sales decline in China for the current quarter. Sales in the country declined 7% in the last quarter.<h2 class="st-heading-2">Q3 Results Recap</h2>The guidance overshadowed third-quarter results, which came in ahead of expectations. Revenue was roughly flat at $11.28 billion, compared with analyst estimates of $11.23 billion. Profit declined to $0.35 per share from $0.54 last year, but was&nbsp;above the $0.29 target.On the analyst call, CEO Elliott Hill said Nike saw recovery on the back of its running, wholesale, and North American businesses, but other areas – particularly the China business, its Converse brand, and sportswear unit – were taking longer to recover.Running sales were up more than 20% in the last quarter, and the category is creating a roadmap for improvement that other sports can follow, Hill said.&nbsp;The company added that it would now focus on getting its soccer business back on track ahead of the World Cup, which will be co-hosted by the United States this year, and sees its basketball business returning to growth over the next few quarters.&nbsp;<h2 class="st-heading-2">Retail, Analyst View On NKE</h2>On Stocktwits, the retail sentiment for NKE was ‘extremely bullish’ as of early Wednesday, compared to ‘bearish’ two days prior.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_01_at_2_00_27_PM_png_a67ee719d0.webp" alt="Screenshot 2026-04-01 at 2.00.27 PM.png" width="684" height="84"><figcaption>NKE sentiment and message volume as of April 1 | Source: Stocktwits</figcaption></figure>“Crazy good pricing to go long,”&nbsp;<a href="https://stocktwits.com/Daddywarbucks27/message/649125924">remarked</a> a user, while another&nbsp;<a href="https://stocktwits.com/rockysat111/message/649125498">wrote</a>: “$NKE Tim Cook was buying when it was 57. So why not buy when it's 48?”&nbsp;Cook, Apple’s CEO, is on Nike’s board of directors and has reportedly worked with leadership to enable the much-awaited turnaround at the sportswear giant.On the other hand, some were also of the view that NKE would slide&nbsp;in the future and shorting the stock was the way to go.&nbsp; “This is a generational opportunity to short. One can hardly find other instances with so much potential. I am doubling my position in the overnight market!”&nbsp;<a href="https://stocktwits.com/Laundrup/message/649129712">said</a> a user.CNBC “Mad Money” host&nbsp;Jim Cramer&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2039112361001250844">said on X</a> that he was disappointed with the results. “Gotta stick with tech,” he said.To be sure, pre-earnings analyst actions had already signaled caution. Several brokerages, such as BTIG, Evercore, and Telsey, have flagged China as a key risk factor.As of the last close,&nbsp;<a href="https://stocktwits.com/symbol/NKE">Nike shares</a> are down 16.5% year-to-date.&nbsp;The stock trades at a forward price-to-earnings ratio of 26.1x, compared with roughly 14x for Deckers Outdoor Corporation.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-at-50-steve-jobs-vs-tim-cook-who-delivered-better-stock-returns/cZ7HgRURInW">Apple At 50: Steve Jobs Built The Dream, Tim Cook Took It Higher — But Which CEO Delivered Better Stock Returns?</a>

The Nike logo is displayed on a smartphone screen with a computer screen in the background. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)

Nike Stock Tumbles Toward 9-Year Low: Retail Traders Shrug Off Soft Outlook To Scoop Up ‘Crazy Good Pricing’

Nike expects sales to fall by low single digits from now through the end of 2026, with a 2% to 4% decline in the current fiscal fourth quarter.

<ul class="summary-bullets"><li>The effort follows the company’s unsuccessful 2014 Fire Phone launch, which faltered due to limited app support.</li><li>The upcoming device would enable users to handle everyday tasks such as shopping, streaming, and service ordering.</li><li>The initiative comes as Amazon ramps up investment in artificial intelligence, with planned capital expenditures rising sharply to $200 billion.</li></ul>Amazon.com Inc. (AMZN) is reportedly revisiting its ambitions in the smartphone market, more than a decade after its high-profile Fire Phone failure.&nbsp;According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/amazon-plans-smartphone-comeback-more-than-decade-after-fire-phone-flop-2026-03-20/#:~:text=Amazon's%20new%20phone%20project%20codenamed,the%20day%2C%20the%20people%20%E2%80%8Csaid.">report</a>, the company is now developing a new phone internally dubbed “Transformer,” aiming to integrate artificial intelligence deeply into everyday mobile use and strengthen ties to its ecosystem of services.<h2 class="st-heading-2">Reimagining The Smartphone Experience</h2>The project, housed within Amazon’s devices and services division, is designed to serve as a personalized mobile hub that connects to Alexa and other offerings, the report said.&nbsp;The phone could streamline activities such as shopping, streaming content, and ordering services directly through Amazon’s platforms, reducing reliance on conventional app stores.<a href="https://stocktwits.com/symbol/AMZN">Amazon stock</a> edged 0.8% lower in Friday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘extremely bearish’ territory amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">A Second Attempt After A Costly Misstep</h2>According to the report, Amazon’s 2014 launch of the Fire Phone struggled due to limited app availability, high prices, and hardware issues, ultimately leading to its discontinuation within 14 months and financial losses.The company could again face dominant rivals such as Apple Inc. (AAPL) and Samsung Electronics, which together command a substantial share of global smartphone sales.Ultimately, the device represents Amazon’s broader push to embed AI into consumer products and encourage deeper engagement with its services. Notably, the tech giant increased its planned capital spending for 2026 to $200 billion, a significant jump from roughly $130 billion disclosed for 2025.Notably, massive AI outlays nearing $700 billion by major technology companies in 2026 are heightening investor concerns, as they weigh the impact on profits and the potential long-term risks to businesses.AMZN stock has declined by over 9% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ul-mkc-stocks-jump-premarket-mc-cormick-reportedly-confirms-buying-unilever-s-food-business/cZ3XmUfRILP">UL, MKC Stocks Jump Premarket: McCormick Reportedly Confirms Buying Unilever’s Food Business</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Amazon logo displayed on a phone screen is seen in this illustration photo taken in Krakow, Poland.

Amazon Rekindles Smartphone Ambitions After A Decade With AI-Driven ‘Transformer’ Project: Report

The project, being developed by Amazon’s devices and services unit, is intended to serve as a tailored hub that integrates with Alexa and the company’s broader ecosystem.

<ul class="summary-bullets"><li>As per the Reuters report, Jassy said that AI provided an “unusual opportunity to build this very large business,” adding that the company clearly had significant demand signals.&nbsp;</li><li>In its Q4 earnings results, Amazon earmarked $200 billion in capital expenditures in 2026, with a bulk of the expenditure earmarked towards meeting demand for cloud and AI infrastructure.</li><li>At the meeting, Jassy also reportedly said that ⁠Amazon was expecting to make its one millionth delivery using drones this year.</li></ul>Amazon.com (AMZN) reportedly expects revenue from its cloud business Amazon Web Services (AWS) to hit $600 billion in annual sales by 2036, double the prior estimate.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/amazon-ceo-sees-ai-doubling-his-prior-aws-sales-projections-600-billion-by-2036-2026-03-17/">report</a> from Reuters, citing comments made by CEO Andy Jassy during an internal all-hands meeting, artificial intelligence could boost cloud revenues.“I've been thinking ​for the last number of years that ⁠AWS, call it 10 years from now, ​could be about a $300 billion annual revenue, ​run rate business,” Jassy reportedly said. “I think what's happening in AI is that AWS has a chance to be ​at least double that.”Shares of AMZN closed up 1.63% on Tuesday, and were trading about 0.12% down in extended market hours at the time of writing.<h2 class="st-heading-2">AWS Review</h2>As per the Reuters report, Jassy said that AI provided an “unusual opportunity to build this very large business,” adding that the company clearly had significant demand signals."We're not just spending the $200 billion of capex because we're hoping AI is going to be big," Jassy reportedly said.In its fourth-quarter (Q4) earnings results, Amazon earmarked $200 billion in capital expenditures in 2026, higher than the $130 billion spent in 2025. Jassy had noted then that a bulk of the expenditure would be geared towards meeting demand for cloud and AI infrastructure."The faster we grow in ​AWS, the more capex we ​have to spend shorter ⁠term, because we have to lay out all that capital for land, power, buildings, chips, servers, networking gear. We have to lay all that out a couple of ​years in advance of when we're going to monetize," Jassy reportedly said at the all-hands meeting.<h2 class="st-heading-2">Other Updates</h2>At the meeting, Jassy also reportedly said that ⁠Amazon was expecting to make its one millionth delivery using drones this year.Providing an update on the recent closure of Fresh and Go physical stores, Jassy reportedly said that they accounted for less than 1% of the company’s overall grocery sales.Meanwhile, according to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/retail/amazon-plans-drastic-cut-in-packages-it-sends-through-the-post-office-93d0f6db?mod&amp;#61;hp_lead_pos5">report</a> from the Wall Street Journal, Amazon is looking to cut back its shipping via the U.S. Postal Service, aiming to reduce the volume by at least two-thirds by fall of 2026. The Post handles last-mile deliveries for the e-commerce company.&nbsp;<h2 class="st-heading-2">Retail Position</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AMZN">AMZN shares</a> was in the ‘extremely bearish’ territory at the time of writing, amid ‘low’ message volumes.One bearish user pointed out that the $600 billion target in 10 years amounted to an average growth rate of 17%, while the segment had grown 19% in the last quarter.<stembedurl>https://stocktwits.com/techchad/message/647785927</stembedurl>&nbsp;Shares of AMZN have climbed nearly 10% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Amazon Expects AWS Sales To Be $600B By 2036, Double That Of Prior Projections: Report

According to a report from Reuters, citing comments made by CEO Andy Jassy during an internal all-hands meeting, artificial intelligence could boost cloud revenues. 

<ul class="summary-bullets"><li>Lululemon will report its fiscal fourth-quarter results after the market closes on Tuesday.</li><li>Analysts expect sales to decline 1% and adjusted profit to shrink 22% - Koyfin.</li><li>After a sharp slide in LULU stock in recent weeks, Stocktwits sentiment has moved up to ‘extremely bullish’ ahead of the earnings report.</li></ul>Lululemon Athletica is heading into earnings under unusual pressure, with Wall Street expecting its first quarterly revenue decline in nearly six years on Tuesday. This comes as the company struggles to revive sales while searching for a new chief executive and facing mounting pressure from its founder, who has criticized the management for months and is pushing for sweeping changes.Analysts expected Lululemon’s fiscal fourth quarter revenue to decline 1% to $3.58 billion, per Koyfin, in what would mark the first time sales would have declined since the April quarter of 2020.Adjusted profit is expected to drop 22% to $4.78 per share, marking the third consecutive quarter of shrinking bottom-line growth.<h2 class="st-heading-2">Founder Proxy Fight Escalates</h2>Since October, Lululemon founder Chip Wilson, a major shareholder, has been on a campaign against the company’s board, accusing it of weak oversight and slow engagement as he continues to push for sweeping changes.As part of his proposed remedy, Wilson launched a proxy fight in December, nominating former On Running co-CEO Marc Maurer, former ESPN Chief Marketing Officer Laura Gentile, and former Activision CEO Eric Hirshberg to the board, but&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/lululemon-founder-intensifies-board-battle-cites-weak-governance-strategic-drift-2903833c">said</a> the company has not taken his proposal seriously.Lululemon is currently led on an interim basis by its finance chief and chief commercial officer, following Calvin McDonald's stepping down as CEO earlier this year.<h2 class="st-heading-2">LULU Stock: Wall Street Turns Cautious&nbsp;</h2>As the public fight rages on, the stock has taken a beating.&nbsp;<a href="https://stocktwits.com/symbol/LULU">LULU shares</a> are down 23% year to date, after declining 46% over 2025.Amid the sharp share slide, retail sentiment on Stocktwits has moved up and has remained in the ‘extremely bullish’ zone since the middle of last week.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_17_at_1_35_00_PM_png_d6d7b27c70.webp" alt="Screenshot 2026-03-17 at 1.35.00 PM.png" width="698" height="90"><figcaption>LULU sentiment and message volume as of March 17 | Source: Stocktwits</figcaption></figure>Earlier this week, Evercore ISI reduced its LULU price target to $175 From $215, while Jefferies slashed it to $170 From $185. The new levels imply a 9% and 34% upsides, respectively.&nbsp;Goldman Sachs, UBS, and Bank of America have also trimmed their price targets in recent weeks. Currently, 29 of 32 analysts rate the stock ‘Hold,’ with only 3 rating it ‘Buy,’ per Koyfin. Their average price target of 205.88 implies a 29% upside from the stock’s last close.Lululemon Athletica should look for a new leader with product experience, Jefferies analysts say in a note, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.tradingview.com/news/DJN_DN20260316010429:0/">Dow Jones Newswires</a>, pointing to the brand's recent quality issues and focus on lifestyle clothing rather than its core athletic wear.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-layoffs-could-save-up-to-8b-jpmorgan-bof-a-jefferies-are-bullish-what-about-retail/cZ33x7IRIQV">Meta Layoffs Could Save Up To $8B: JPMorgan, BofA, Jefferies Are Bullish — What About Retail?</a>

A customer enters a Lululemon store on June 02, 2023 in Corte Madera, California.  (Photo by Justin Sullivan/Getty Images)

Lululemon Heads For First Sales Drop In Six Years Amid Leadership Turmoil

Founder Chip Wilson has been pushing to nominate his own candidates to the company’s board and has asked for sweeping changes at the athletic-wear company.

<ul class="summary-bullets"><li>Black said Tesla has not actively promoted benefits like easy charging, better performance, and lower maintenance.</li><li>He noted that Tesla’s Full Self-Driving technology is widely praised by fans but remains largely unknown outside online communities like X.</li><li>FSD requires drivers to stay attentive for now, but Tesla expects it to achieve full autonomy eventually.&nbsp;</li></ul>Gary Black, managing partner at Future Fund, said Monday that Tesla Inc. (TSLA) is not taking full advantage of high oil prices to show consumers why electric vehicles are a better option.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/garyblack00/status/2033472018943807861">post</a> on X platform, Black explained that as Brent crude trades above $100 per barrel and geopolitical tensions in the Middle East remain unresolved, the conditions should favor electric vehicle adoption.&nbsp;<h2 class="st-heading-2">Limited Consumer Awareness</h2>According to Black, many potential customers still lack a clear understanding of what electric vehicles offer beyond lower fuel costs. He noted that Tesla has not actively promoted benefits such as simplified charging routines, stronger vehicle performance, and reduced maintenance needs compared with internal combustion engines.&nbsp;<blockquote>“Unfortunately, there is no advertising from TSLA educating potential consumers on the benefits of EVs — ease of charging, superior performance, lower maintenance costs, benefits of FSD/autonomy, good for the environment, etc.”-Gary Black, Managing Partner, Future Fund</blockquote><a href="https://stocktwits.com/symbol/TSLA">Tesla stock</a> 0.9% inched higher in Monday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock changed to ‘neutral’ from ‘bullish’ territory the previous day. Message volume shifted to ‘normal’ from ‘high’ levels in 24 hours.&nbsp;Earlier this month, the United States and Israel launched attacks on Iran, mainly to halt Tehran’s nuclear activities. The fighting has since spread across the Middle East, interrupting oil shipments through the crucial Strait of Hormuz.&nbsp;At the time of writing, U.S. West Texas Intermediate (WTI) crude futures maturing in April traded 1% higher at nearly $98 a barrel, and Brent crude futures expiring in May increased 1% at $104 a barrel.&nbsp;<h2 class="st-heading-2">Focus On Full Self-Driving</h2>Black also pointed to Tesla’s advanced driver-assistance technology as an example of untapped messaging. Tesla enthusiasts frequently praise the company’s Full Self-Driving software, commonly referred to as FSD. However, he said the technology remains largely unknown outside dedicated online communities like X, discussing the brand.Tesla expects FSD to eventually allow cars to drive themselves from one place to another without human help. FSD still needs drivers to closely monitor the system, but Tesla believes it will eventually enable fully self-driving vehicles.TSLA stock has gained over 64% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bitcoin-near-74k-crypto-stocks-bitmine-mara-bitdeer-rally/cZ32MRpRIfX">Bitcoin’s Breakout Sparks Fresh Rally In Crypto Stocks: BMNR Leads Gains In Pre-Market</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Tesla electric car dealership stands on August 31, 2024 in Erfurt, Germany. 

Gary Black Says Tesla Is Missing Opportunity To Pitch EVs As Oil Surges Above $100

In a post on X, Gary Black said oil above $100 and ongoing Middle East tensions should boost electric vehicle demand.

<ul class="summary-bullets"><li>AWS also plans to make leading open-source large language models and its Amazon Nova models available using Cerebras hardware later this year.&nbsp;</li><li>The deal comes amid Amazon’s reported mega 11-part bond sale worth $37 billion, aimed at funding its AI infrastructure buildout.&nbsp;</li><li>In its Q4 earnings results, Amazon announced $200 billion in capital expenditures in 2026, largely to expand AWS.</li></ul>Amazon.com Inc. (AMZN) announced on Friday that its cloud platform, Amazon Web Services (AWS), will partner with artificial intelligence startup Cerebras Systems to accelerate inference speed for generative AI applications and LLM workloads.The inference solution will run on Amazon Bedrock, AWS’s generative AI platform, across its data centers by combining AWS Trainium-powered servers, Cerebras CS-3 systems, and AWS’s Elastic Fabric Adapter high-speed networking.AWS also plans to make leading open-source large language models and its Amazon Nova models available using Cerebras hardware later this year. Financial terms of the deal were not disclosed.“Inference is where AI delivers real value to customers, but speed remains a critical bottleneck for demanding workloads like real-time coding assistance and interactive applications,” said David Brown, Vice President, Compute &amp; ML Services, AWS.<h2 class="st-heading-2">Amazon’s AI Push</h2>The deal comes amid Amazon’s reported mega 11-part bond sale worth $37 billion, aimed at funding its AI infrastructure buildout. Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-10/amazon-attracts-about-126-billion-of-orders-for-us-bond-sale">reported</a> that the company received about $126 billion of peak demand for its sale, among the largest ever demand for any corporate offering.The retailer also debuted in the euro bond market, raising €14.5 billion ($16.59 billion) in an eight-part sale.In its fourth-quarter <a href="https://stocktwits.com/news-articles/markets/equity/amazon-q4-2025-revenue-beats-estimates-on-strong-aws-results-announces-200b-capital-spending-in-2026/cZbZl9hR4n3">earnings</a> results, Amazon announced $200 billion in capital expenditures in 2026, up from roughly $130 billion in 2025, largely to support strong demand for cloud and AI infrastructure.CEO Andy Jassy noted that a bulk of the investment would be toward expanding AWS to meet high demand. Jassy told investors the company is “monetizing capacity as fast as we can install it” and expects strong long-term returns.AWS reported quarterly revenue of $35.58 billion, up 24%, marking its fastest growth in 13 quarters, which Jassy attributed to AWS’s broad end-to-end AI technology stack.<figure class="image"><img src="https://news.stocktwits-cdn.com/AWS_Quarterly_Revenue_jpg_c7402b4dcb.webp" alt="AWS_Quarterly_Revenue.jpg" width="1600" height="1134"></figure> Meanwhile, Cerebras Systems is planning to go public later this year.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AMZN">AMZN shares</a> was in the ‘extremely bearish’ territory in the past 24 hours amid ‘low’ message volumes.One bullish user lauded Amazon’s bond sales, adding that the borrowing would likely have an 800x return. The user said that the company’s expansion goals would take share prices past $300.<stembedurl>https://stocktwits.com/sam92/message/647266137</stembedurl>&nbsp;Another bullish user noted how important AWS is for AI startups.<stembedurl>https://stocktwits.com/JamesGomes937/message/647440516</stembedurl>Shares of AMZN have risen more than 7% in the past year.&nbsp;Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/micron-wedbush-sees-upside-q2-earnings-memory-demand/cZdD0BBRIOR">MU Stock Has Gained 46% This Year – But Wedbush Sees A Further 23% Upside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Amazon Web Services Partners With Cerebras To Boost AI Inference Speed Amid Mega Bond Sale

The inference solution will run on Amazon Bedrock across its data centers by combining AWS Trainium-powered servers, Cerebras CS-3 systems, and AWS’s Elastic Fabric Adapter high-speed networking. 

<ul class="summary-bullets"><li>The move up will affect Amazon’s financial reporting, with sales coming in during the second quarter for the company, as opposed to the typical third quarter, as per the report. &nbsp;</li><li>The shift in schedule will also impact other retail rivals like Walmart (WMT) and Target (TGT), which launch their own competing promotional events to capitalize on the online spending boom.</li><li>In 2025, Walmart’s Deals event that lasted a week reportedly outperformed Amazon’s Prime Day, with the online site witnessing a growth of 24% in spending, compared to the year before.</li></ul>E-commerce giant Amazon.com (AMZN) is reportedly shifting its annual Prime Day sale in 2026 up a few weeks to June from July.According to a Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-12/amazon-plans-to-shift-annual-prime-day-sale-to-june-from-july">report</a> that cited people familiar with the matter, Amazon’s Prime Day 2026 is now expected to be sometime in late June, compared with the typical early July timeline that lines up with back-to-school schedules.The move up will affect Amazon’s financial reporting, with sales coming in during the second quarter for the company, as opposed to the typical third quarter, as per the report. &nbsp;The shift in schedule will also impact other retail rivals like Walmart (WMT) and Target (TGT), which launch their own competing promotional events to capitalize on the online spending boom and lure shoppers who may be scouting for bargain deals.<h2 class="st-heading-2">Competing Strategies</h2>Amazon’s Prime Day, or “Black Friday in Summer," often boosts online spending. In 2025, when the retailer extended the typical two-day event over four days to give customers more time to shop, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/retail-consumer/us-online-spending-surges-241-billion-steep-discounts-boost-sales-adobe-says-2025-07-12/#:~:text=US%20online%20spending%20surges%20$24.1,boost%20sales%2C%20Adobe%20says%20%7C%20Reuters">online spending</a> in the U.S. soared, with retailers posting online sales growth of 30.3%, according to Adobe Analytics.To capitalize on these trends, competing events from peers like Walmart’s Deals and Target’s Circle Week provide customers with shopping alternatives. In 2025, Walmart’s Deals event that lasted a week reportedly outperformed Amazon’s Prime Day.According to a Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-24/amazon-gave-prime-day-shoppers-more-time-to-browse-many-went-to-walmart">report</a>, Walmart.com saw a growth of 24% in spending, compared to the year before. This marked a growth that was six times faster than Amazon’s year-over-year growth, as per the report, which compiled credit and debit card transaction data.Walmart’s web traffic also increased 14% in the period, while Amazon’s was flat, and Walmart’s app use reportedly increased 22% versus a 3% increase in Amazon’s app, the report said, citing consumer research firm Similarweb.<h2 class="st-heading-2">Consumer Spending</h2>Meanwhile, U.S. consumers’ spending confidence has been relatively flat in early 2026, according to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.mckinsey.com/industries/consumer-packaged-goods/our-insights/the-state-of-the-us-consumer">report</a> from McKinsey &amp; Co., amid a tepid job market, and growing geopolitical concerns that have stoked inflation worries.The consumer confidence score in the U.S. for February was at 55.1, a 0.3 growth compared to the previous month, according to Numerator <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.numerator.com/consumer-sentiment/">data</a> as of Thursday. About 41% of consumers said they were very or somewhat comfortable spending money on discretionary purchases at the moment, higher up from 40% last year.Job market and inflation status are likely to impact Amazon’s Prime Day sales, alongside that of its competitors.<h2 class="st-heading-2">Retail Outlook</h2>On Stocktwits, retail sentiment on <a href="https://stocktwits.com/symbol/XLY">Consumer Discretionary Select Sector SPDR Fund</a> (XLY), which tracks consumer discretionary stocks, and sentiment on <a href="https://stocktwits.com/symbol/XLP">Consumer Staples Select Sector SPDR Fund</a> (XLP) was in the ‘neutral’ territory at the time of writing.Meanwhile, <a href="https://stocktwits.com/symbol/AMZN">shares of AMZN </a>have declined 7.5% this year, while <a href="https://stocktwits.com/symbol/WMT">shares of WMT</a> and <a href="https://stocktwits.com/symbol/TGT">TGT</a> have increased more than 11% and 15% respectively in the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Amazon Prime Day logo is seen displayed on a smartphone screen. 

Is Summer Sale In 2026 Coming Early? How Amazon’s Prime Day Shift Could Impact Walmart, Target

According to a Bloomberg report that cited people familiar with the matter, Amazon’s Prime Day 2026 is now expected to be sometime in late June, compared with the typical early July timeline.

US CPI Up 0.3% in February: Consumer Discretionary ETFs to Watch 

February CPI rose 0.3% as retail sales stayed strong, but surging oil prices raise new risks for consumer discretionary ETFs like XLY. 

XLY
Consumer Discretionary Select Sector SPDR Fund

Feed

News

Sentiment

Fundamentals

Info

Poll

Latest XLY News

XLYConsumer Discretionary Select Sector SPDR Fund