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What is the project about? Vara Network is a substrate-based future proof smart contract platform that is fast, scalable, and makes it simple to create and deploy next-generation Web3.0 dApps Vara is the first standalone network in the Gear Protocol  Gear is a next-gen cloud infrastructure platform providing most intuitive and frictionless environment for web2 and web3 developers to build complex infrastructure solutions and disruptive dApps for any ecosystem  What makes your project unique? Vara is built upon three core concepts: The actor model, and persistent memory — two widely adopted primitives from massive computation and microservices architecture spaces  Wasm — a WebAssembly-based virtual machine that runs on all modern browsers. Proven to be faster than any alternative web2 virtual machines  Vara was created to serve as a wasm-native hub for innovative protocols that leverage parallel execution and asynchronous programming to deliver leading decentralized products in any segment  History of your project. Gear Protocol and the Vara Network were originally created by Nikolay Volf, one of the core developers of Polkadot. In 2021, he embarked on building an advanced layer 1 smart contract platform using Substrate, Polkadot's custom framework. His vision included creating a platform that enables fast and efficient execution of robust, feature-rich dApps while in a seamless development environment similar to that of Web 2.0 development. He did this by  harnessing the power of innovative technologies like Wasm, the Actor Model, and Persistent Memory. These technologies significantly enhance smart contract development and provide a seamless end-user experience and provide the foundation for the development of Vara Network.  1. Q2 2021 - Pre-Seed Round: In the second quarter of 2021, the Protocol secured its initial funding through a pre-seed round. This likely involved seeking investment from early-stage investors or venture capitalists to kickstart the development of the project.  2. Q4 2021 - Seed Round: In December 2021 raised $12 Million in Venture Round. Private investment round led by Blockchange Venture. In addition to Blockchange, other top venture capital funds participated in this round, including Three  Arrows Capital, Lemniscap, Distributed Global, LAO, Mechanism Capital, Bitscale, Spartan Group LLC, HashKey, DI Ventures, Elysium Venture Capital, Signum Capital and P2P Economy lead by Konstantin Lomashuk, along with a number of top executives of Web3 Foundation and Parity Technologies. Dr. Gavin Wood, Founder and ex-CEO of Parity Technologies and one of the key individual investors participating in this round.  3. 2022 - Intensive Scaling and Development, First Test Integrations: Throughout the year 2022, Vara was focused on two primary activities. First, the engagement in an extensive outreach process to build up the team. Second, the project advanced its technical development efforts and started working on integrating their technology with various test environments to ensure its functionality and viability.  4. Q4 2022 - Testnet Launch.   5. Q1 2023 - PoA Launch: In the first quarter of 2023, Vara achieved launch of its Proof of Authority (PoA) consensus network, which is a chain candidate for mainnet.  Current Status of Vara:  Presently, the project boasts a talented and diverse decentralized workforce, consisting of dozens of engineers and other community members  to drive the project's success.  One of the remarkable aspects of Vara is its substantial pipeline of initiatives with over 40 projects.  What’s next for your project? Current projects being researched and developed by the community:  - Intensive testing and improvement of the actor model features in the blockchain space  - Launch of the key stack of dApps in our parallel and asynchronous environment   - Development of innovative infrastructure solutions (e.g offchain zk actors including machine learning) independently and together with the segment leaders  What can your token be used for? VARA tokens maintain core utility features required for the network to operate: transaction fees staking and network security governance other: gas pools for gas reservation  Contributors to the Gear protocol are exploring the mechanics of how to distribute a portion of block rewards directly toward dApp developers

Vara Network

Vara Network is gaining significant traction on Coinbase as investors debate its potential as decentralized infrastructure, specifically highlighting its institutional partnerships, integration into DeFi ecosystems, and its role in the Real World Asset sector. While some in the community view recent price action and exchange availability as a high-conviction buying opportunity, others remain cautious, actively debating the impact of ongoing token unlocks and supply dilution on long-term performance.

WorldFinancial

World Liberty Financial is facing increased scrutiny following a Congressional probe into its $500 million stake sale to UAE-affiliated investors, sparking intense debate among community members regarding transparency and long-term viability. While bulls view the ongoing volatility and upcoming product milestones as a high-conviction buying opportunity supported by institutional interest, bears increasingly dismiss the project as a speculative grift that is prone to dilution and potential collapse.

Binance Coin is the cryptocurrency of the Binance platform. It is a trading platform exclusively for cryptocurrencies. The name "Binance" is a combination of binary and finance.  Thus, the startup name shows that only cryptocurrencies can be traded against each other. It is not possible to trade crypto currencies against Fiat. The platform achieved an enormous success within a very short time and is focused on worldwide market with Malta headquarters. The cryptocurrency currently has a daily trading volume of 1.5 billion - 2 billion US dollars and is still increasing.  In total, there will only be 200 million BNBs. Binance uses the ERC20 token standard from Ethereum and has distributed it as follow: 50% sold on ICO, 40% to the team and 10% to Angel investors. The coin can be used to pay fees on Binance. These include trading fees, transaction fees, listing fees and others. Binance gives you a huge discount when fees are paid in BNB.   The schedule of BNB fees discount is as follow: In the first year, 50% discount on all fees, second year 25% discount, third year 12.5% discount, fourth year 6.75 % discount, and from the fifth year onwards there is no discount. This structure is used to incentivize users to buy BNB and do trades within Binance.  Binance announced in a buyback plan that it would buy back up to 100 million BNB in Q1 2018. The coins are then burned. This means that they are devaluated to increase the value of the remaining coins. This benefits investors. In the future, the cryptocurrency will remain an asset on the trading platform and will be used as gas.  Other tokens that are issued by exchanges include Bibox Token, OKB, Huobi Token, and more.

Binance

BNB is currently trending as the Binance ecosystem faces a mixture of institutional-grade infrastructure expansion, such as new collaborations for collateral services, and heightened scrutiny over ongoing legal challenges and compliance probes. Community sentiment is deeply divided between long-term holders highlighting the asset's utility and deflationary burn model versus traders debating technical setups and concerns over exchange-related regulatory risks.

DLocal Ltd. engages in the business of simplifying and redefining online payments experience. It focuses on processing payment transactions which enables merchants to get paid from customers and to make payments to customers in emerging markets. The company was founded by Andrés Bzurovski Bay and Sergio Enrique Fogel Kaplan in 2016 and is headquartered in Montevideo, Uruguay.

DLocal Limited - Ordinary Shares Class A

DLocal Limited

DLocal Limited is trending following a strong quarterly earnings report that featured a revenue beat and upward guidance, prompting significant discussion regarding its growth prospects in emerging markets and a newly authorized share repurchase program. While the community remains bullish on the company's fundamentals and recent profitability, traders are actively debating the technical resistance levels needed for the stock to sustain a breakout and potential short-squeeze dynamics.

iShares Gold Trust is an investment vehicle, which engages in owning gold transferred to the trust in exchange for shares issued by the trust. Its activities include issuing baskets of shares in exchange for the gold deposited with the custodian as consideration; selling gold as necessary to cover the sponsor’s fee, trust expenses not assumed by the sponsor and other liabilities; and delivering gold in exchange for baskets surrendered for redemption. The company was founded on January 21, 2005 and is headquartered in San Francisco, CA.

iShares Gold Trust - fractional undivided beneficial interests

iShares Gold Trust

Gold investors are intensely debating the metal's role as a safe haven, with sentiment fractured between short-term bearishness due to a surging dollar and high real yields, and long-term bullishness focused on central bank accumulation and debt concerns. Community members remain deeply divided, with some actively buying the dip and others arguing that the 'safe haven' narrative is currently broken in the face of persistent inflation and geopolitical volatility.

eBay, Inc. is a commerce company, whose platforms include an online marketplace and its localized counterparts, including off-platform businesses in South Korea, Japan, and Turkey, as well as eBay’s suite of mobile apps. It offers a platform for various product categories, including parts and accessories, collectibles, fashion, electronics, and home & garden. eBay generates revenue mainly through fees from sales, payment processing, and advertising. The company was founded by Pierre Morad Omidyar in September 1995 and is headquartered in San Jose, CA.

EBay Inc.

eBay Inc

eBay is trending as it approaches a key earnings report, with sentiment divided between enthusiasm for its AI-driven efficiency gains and concerns over the impact of global trade shifts and consumer spending habits. Investors are closely watching the stock's recent performance near all-time highs while debating whether its focus on high-value collectibles and luxury categories can sustain growth against broader economic headwinds.

Volkswagen AG engages in the business of developing vehicles and components for the brands of the group. It operates through the following segments: Passenger Cars and Light Commercial Vehicles; Commercial Vehicles; Power Engineering; and Financial Services. The Passenger Cars and Light Commercial Vehicles segment includes developing vehicles, engines, and vehicle software; producing and selling passenger cars and light commercial vehicles; and the corresponding genuine parts business. The Commercial Vehicles segment focuses on trucks, buses, corresponding genuine parts business, and related services. The Power Engineering segment is involved in large-bore diesel engines, turbomachinery, and propulsion components business. The Financial Services segment provides dealer and customer financing, leasing, banking, insurance, and fleet management services. The company was founded on May 28, 1937 and is headquartered in Wolfsburg, Germany.

Volkswagen AG - ADR

Volkswagen is aggressively navigating a challenging global landscape marked by intensifying competition from Chinese EV manufacturers and persistent trade tensions, leading the company to pursue a massive cost-cutting initiative that includes potential factory closures and headcount reductions. Meanwhile, the investment community remains hyper-focused on VW's strategic pivot toward software-defined vehicles through its joint venture with Rivian, which investors view as a high-stakes attempt to address long-standing technological hurdles and streamline development.

Centrus Energy Corp. engages in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment includes various components of nuclear fuel to utilities from its global network of suppliers. The Technical Solutions segment offers advanced engineering, design, and manufacturing services to government and private sector customers, and is deploying advanced nuclear fuel production capabilities to power existing, and next-generation reactors around the world. The company was founded in October 1992 and is headquartered in Bethesda, MD.

Centrus Energy Corp - Ordinary Shares - Class A

Centrus Energy (LEU) remains at the center of investor focus as the market closely tracks its critical role in the U.S. nuclear fuel supply chain, particularly regarding HALEU production for next-generation reactors. While shares have experienced significant volatility following recent earnings reports and broader sector consolidation, the community remains divided between those capitalizing on short-term price swings and long-term investors banking on its indispensable status for domestic energy security and AI power demands.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

Icahn Enterprises (IEP) is seeing heightened investor interest as market participants track the performance of its controlled subsidiary, CVR Energy, and anticipate upcoming quarterly earnings. The community is actively debating the sustainability of its high-yield distribution and the potential for a short squeeze given the significant short interest, while speculating on how future asset sales and energy sector volatility will impact the stock's valuation.

Bonk is a dog-themed memecoin on the Solana blockchain, launched on Christmas Day 2022 to revitalize the Solana community following the FTX collapse. Created by an anonymous team of 22 Solana developers and builders, Bonk distributed 50% of its total 100 trillion token supply via airdrop to community members including NFT collectors, developers, and artists.   The project positions itself as "the first Solana dog coin for the people, by the people," explicitly rejecting venture capital backing in favor of grassroots community ownership. What sets Bonk apart from other memecoins is its combination of fair launch mechanics, extensive ecosystem integration, and active deflationary strategy.   Built on Solana, BONK benefits from fast transaction speeds and low fees that make it practical for everyday use. Native products include LetsBonk.fun (a memecoin launchpad that briefly became Solana's market leader in 2025, surpassing Pump.fun with over 78% market share), BonkSwap (a decentralized exchange) and BonkBot (a Telegram trading bot with built-in burn mechanics).   BONK is available across 10 blockchain networks and listed on major exchanges including Binance, Coinbase, Kraken, and Robinhood. Governance is handled by BonkDAO, which holds 15% of the token supply and makes decisions through on-chain voting.   The community has organized several major burn events, most notably the December 2024 BURNmas campaign that destroyed 1.69 trillion tokens worth over $50 million. In September 2025, Nasdaq-listed Safety Shot, Inc. formed BONK Holdings LLC and acquired over 2.5% of the circulating supply (valued at $55-63 million), making BONK one of the first memecoins to attract formal corporate treasury adoption. Core contributor Nom was appointed to Safety Shot's board, and the company holds a 10% revenue share in LetsBonk.fun.  As with all memecoins, BONK is a highly speculative asset with substantial volatility. Its value is primarily driven by community sentiment, social media momentum, and meme culture rather than traditional utility.   The anonymous team, while common in the memecoin space, means investors should exercise appropriate caution. Despite these risks, Bonk has established itself as one of the most successful community-driven tokens in the Solana ecosystem, approaching 1 million unique holders and expanding from a simple memecoin into meaningful DeFi infrastructure.

BONK

BONK is actively trending as investors debate the impact of broader market volatility on meme coins and focus on upcoming token burn events. Community sentiment remains polarized, with many users advocating for aggressive accumulation during price dips while others express skepticism regarding its long-term utility.

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<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.

Equity

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.

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)

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. 

<ul class="summary-bullets"><li>Grok would guide Digital Optimus as it processes recent computer activity.</li><li>Musk said the system is designed to work similarly to how the human brain processes information.</li><li>The AI system is primarily designed to run on Tesla’s AI4 hardware, which Musk said costs about $650.</li></ul>Elon Musk, chief executive officer of EV giant Tesla Inc. (TSLA)&nbsp;and xAI, announced on Wednesday that both companies have teamed up to develop a new AI initiative called Macrohard, also referred to as Digital Optimus.&nbsp;In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2031751255060885911">post</a> on the X platform, Musk said the project is part of Tesla’s investment agreement with xAI and aims to create a highly responsive, real-time AI system that can interpret and act on digital inputs almost instantly.<h2 class="st-heading-2">The System Relies On Grok</h2>At the heart of the project is Grok, an AI described as the director of Digital Optimus.&nbsp;<blockquote>“Grok is the master conductor/navigator with deep understanding of the world to direct digital Optimus, which is processing and actioning the past 5 secs of real-time computer screen video and keyboard/mouse actions.”-Elon Musk&nbsp;</blockquote>xAI’s conversational and reasoning model would guide Digital Optimus as it processes recent computer activity, including screen visuals and keyboard or mouse inputs, to make immediate decisions.&nbsp;<h2 class="st-heading-2">How The AI System Works</h2>Musk explained that the architecture mirrors the way the human mind processes information. Digital Optimus represents “System 1,” which performs rapid and instinctive actions, while Grok serves as “System 2,” handling deeper reasoning and strategic thinking. Working together, the two components enable the platform to monitor real-time computer activity and take appropriate action almost instantly.The AI platform is designed to run primarily on Tesla’s AI4 hardware, which Musk said costs roughly $650. He suggested the technology could eventually replicate complex operational workflows typically handled by human teams.&nbsp;On March 4, Musk said Tesla plans to be one of the companies leading the development of artificial general intelligence (AGI). Tesla plans to spend more than $20 billion in 2026, much higher than the $8.5 billion it spent in 2025. The increased investment will help boost production of the Cybercab, Tesla Semi, and the Optimus robot, with its Fremont factory preparing to manufacture Optimus units.TSLA stock has gained over 76% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ondas-uas-defense-tech-aerosystems-acquisition/cZdA6fLRIJp">Ondas Moves Deeper Into Defense Tech With BIRD Aerosystems Acquisition</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Elon Musk laughs during an in-conversation event with British Prime Minister Rishi Sunak (not pictured) at Lancaster House on November 2, 2023 in London, England. (Photo by Kirsty Wigglesworth - WPA Pool/Getty Images)

Elon Musk Says Tesla And xAI Are Building ‘Digital Optimus’ That Uses Grok For Real-Time Computer Actions

In a post on X, Musk said the project is part of Tesla’s deal with xAI and is designed to build a fast, real-time AI system capable of quickly understanding and responding to digital inputs.

<ul class="summary-bullets"><li>JD.com has expanded its revenue streams across retail, technology, logistics, health, industrials, property development, and international business.</li><li>CEO Sandy Xu said that the user base and engagement gained significant momentum and the core retail segment accelerated back to double-digit top-line growth.</li><li>JD.com shares closed marginally higher on Thursday, snapping a five-day losing streak.</li></ul>JD.com shares jumped nearly 6% in overnight trading, reversing losses&nbsp;from the regular session after the Chinese e-commerce giant flagged near-term headwinds in demand for electronics and home appliances, even as overall performance remained resilient.The company reported a quarterly loss and underwhelming revenue on Thursday as government benefits begin to taper and demand remains on the sidelines. “In 2026, the government trade-in program will continue, but we have to bear in mind that the government-backed cash subsidy were consumed much faster and more in the first half of 2025 compared to the second half of 2025,” CEO Sandy Xu.JD.com shares closed marginally higher on Thursday, snapping a five-day losing streak. The company’s stock has declined more than 11% so far this year. “Damn i was gonna buy the dip tomorrow. Of course, it finally runs right before. Good to finally see some green, though,” a user on Stocktwits <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Ronald_McFondled/message/646761801">said</a>.<stembedurl>https://www.stocktwits.com/Ronald_McFondled/message/646761801</stembedurl>How Are Retail Users Reacting To JD.com?Retail sentiment on JD.com jumped to ‘extremely bullish’ from ‘bearish’ compared to a day ago, with message volumes at ‘extremely high’ levels, according to data from Stocktwits.A bullish user on Stocktwits <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/coolchat1/message/646764565">said</a> that buyers can start building competition and added, “This is institutional behaviour, buying overnight. load load load.”<stembedurl>https://www.stocktwits.com/coolchat1/message/646764565</stembedurl>Another user on the platform <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Martinluther22/message/646762097">said</a> the stock could break the $ 30 mark. The price represents nearly a 17% upside from the last closing price of $25.47.<stembedurl>https://www.stocktwits.com/Martinluther22/message/646762097</stembedurl>In the last 24 hours, retail message volume on Stocktwits for the stock jumped nearly 76%, and over the past year, the ticker has seen a 7% spike in followers on the platform.“Can we just hold the gains for once, or it will all be gone by tomorrow?” a bullish user <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/IvanNinox/message/646759980">said</a>, addressing the declines in the stock recently.<stembedurl>https://www.stocktwits.com/IvanNinox/message/646759980</stembedurl><h2 class="st-heading-2">New Business Initiatives</h2>JD.com has expanded its revenue streams across retail, technology, logistics, health, industrials, property development, and international business. “Beyond core retail, our new businesses continued to report steady efficiency gains and a sequential decline in total investments,” Xu said during a post-earnings call.He added that the user base and engagement gained significant momentum, and the core retail segment accelerated back to double-digit top-line growth. “Currently, we achieved this while expanding JD Retail's operating margin for the 6th consecutive year, despite a highly competitive landscape. We are expanding our time with several promising new business initiatives,” Xu added.He noted that new business, including food delivery and Jingxi, has driven growth in traffic, users, and shopping frequency on the JD platform. “AI and emerging technologies are creating numerous opportunities for innovation and new product categories,” Xu said.<a href="https://stocktwits.com/symbol/JOBY">Shares of JD.com</a> have declined nearly 42% 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/rklb-stock-rebound-week-fresh-launch-hypersonic-test-calm-neutron-delay-fears-a-bit/cZdhVvGRIEI">Rocket Lab Stock’s Rebound Week: Fresh Launch, Hypersonic Test Calm Neutron Delay Fears A Bit</a>

The mascot dog statue serves as a landmark on the square of a newly opened JD.com shopping mall. 

JD.com Stock Jumps After Hours: Why Retail Traders Turned ‘Extremely Bullish’ Despite Weak Earnings

The company said that the new business, including food delivery, Jingxi, has brought growth in traffic, user and shopping frequency on the JD platform.

A Gap store stands in Times Square on March 05, 2026 in New York City. 

GAP Stock Drops As Trump Tariffs Threaten Outlook: CEO Sees Better Days On Pop-Culture Brand Revival

Gap’s turnaround has now come to fruition, with the company now seeing strong comparable sales for its namesake brand and Old Navy.  

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