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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 as investors lean into the deep historical lore of the original 2011 meme, which has transitioned from a Bitcoin-mocking internet joke to an on-chain project on Solana. The community is buzzing over its potential to reach billion-dollar valuations, driven by active engagement, historical memes, and the backing of significant whale interest.

Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, NEREUS, Ponvory, and HETLIOZAccess. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is currently the subject of intense buyout speculation, fueled by the recent FDA grant of a landmark formal evidentiary hearing for its jet lag treatment and the approval of its bipolar medication, Bysanti. While investors are actively debating the impact of management's confrontational FDA strategy and price suppression, the community is closely monitoring the stock for potential acquisition by major pharmaceutical players looking to secure its high-value pipeline.

Li Auto, Inc. engages in the design, development, manufacture, and sale of premium smart electric vehicles. Its products include Li MEGA, a high-tech flagship family MPV, Li L9, a six-seat flagship family SUV, and Li L8, a six-seat premium family SUV, and Li L7, a five-seat flagship family SUV. The firm also offers in-house development efforts on its proprietary range extension system, next-generation electric vehicle technology, and smart vehicle solutions. The company was founded by Xiang Li in April 2015 and is headquartered in Beijing, China.

Li Auto Inc - ADR

Li Auto is drawing intense scrutiny as investors weigh its mixed earnings and cautious outlook against a backdrop of fierce EV competition and a recent recall involving battery safety. The community remains deeply polarized, with some traders betting on a turnaround fueled by the launch of the i6 and i8 models, while others are aggressively shorting the stock, pointing to slowing sales momentum and aggressive rivalry from competitors like Nio.

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the following segments: Platform and Devices. The Platform segment includes the sale of digital advertising and distribution of streaming services. The Devices segment is involved in the sale of streaming players, Roku-made televisions, smart home products and services, audio products, and related accessories. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Roku Inc - Ordinary Shares - Class A

Roku Inc

Roku is currently capturing investor attention as traders debate whether its recent volatility and price compression create a prime entry point ahead of upcoming earnings. While some investors are concerned by consistent selling pressure and the stock's struggle to reclaim key resistance levels, others are highlighting the company's improved profitability, strong cash flow, and potential for an acquisition as catalysts that could drive a sharp recovery.

Maulcoin

Maulcoin is trending as investors rally behind a community-driven, organic growth strategy, actively pushing for a breakout while anticipating airdrops and chart visibility. The community is heavily focused on holding through volatility and maintaining strong diamond hands to drive the token toward higher market capitalization milestones.

Equinor ASA engages in the exploration, production, transport, refining, and marketing of petroleum and petroleum-derived products. It operates through the following segments: Exploration and Production Norway, Exploration and Production International, Exploration and Production USA, Marketing, Midstream, and Processing, Renewables, and Other. The Exploration and Production Norway segment includes the commercial development of oil and gas portfolios on the Norwegian continental shelf. The Exploration and Production International segment covers offshore and onshore activities in the USA, Mexico, and other operations worldwide. The Exploration and Production USA segment covers both onshore and offshore exploration, development, and Production of oil and gas in the USA. The Marketing, Midstream, and Processing segment markets and trades of crude oil and condensate, natural gas, NGL and refined products. The Renewables segment focuses on offshore wind, and integrated solutions for onshore renewables. The Other segment includes projects, drilling and procurement, the business area technology, digital and innovation, and corporate staffs and support functions. The company was founded on September 18, 1972 and is headquartered in Stavanger, Norway.

Equinor ASA - ADR

Equinor ASA

Equinor ASA is currently trending as investors monitor the company's role as a primary European energy supplier, with ongoing discussions focused on the impact of its North Sea infrastructure projects and natural gas distribution strategies. Market sentiment is bolstered by institutional activity surrounding dividend distributions and the company's long-term capital allocation plans, even as traders weigh the broader global energy landscape and supply-side pressures.

Rambus, Inc. engages in the provision of cutting-edge semiconductor and Internet Protocol products, spanning memory and interfaces to security, smart sensors and lighting. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in Sunnyvale, CA.

Rambus Inc.

Rambus is attracting investor interest as a high-performance memory play, with the community highlighting its strategic role in DDR5 and CXL technologies amid ongoing data center demand. While participants debate the impact of recent supply chain issues and executive turnover, many remain bullish, viewing the company as an undervalued infrastructure provider that is well-positioned for future memory bandwidth shifts.

Texas Instruments Incorporated engages in the design and manufacture of semiconductors. It operates through the following segments: Analog, Embedded Processing, and Other. The Analog segment semiconductors change real-world signals, such as sound, temperature, pressure or images, by conditioning them, amplifying them and often converting them to a stream of digital data that can be processed by other semiconductors, such as embedded processors. The Embedded Processing segment involves handling specific tasks and can be optimized for various combinations of performance, power, and cost, depending on the application. The Other segment includes DLP products, calculators, and custom application-specific integrated circuits products. The company was founded in 1930 and is headquartered in Dallas, TX.

Texas Instruments Inc.

Texas Instruments is currently trending as investors weigh mixed quarterly results against the company's cautious forward guidance, sparking a debate between those concerned about demand-side headwinds and those viewing the dip as a long-term entry point. The community is actively discussing the stock's role in industrial and automotive chip cycles, with some highlighting the stability of its dividend payouts as a key anchor amid the recent price volatility.

Vanguard Index Funds - Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF

The Vanguard Total Stock Market ETF is trending as investors debate the merit of broad market indexing versus tactical rotation strategies amid ongoing economic volatility and sector-specific concerns. Community discussions focus on the benefits of long-term capital accumulation through ETFs like VTI as a resilient hedge against market noise and speculative trading.

Meridian Holdings, Inc. engages in offering casino, sportsbook, and competition products. It operates through the following segments: MeridianBet Group, GMAG, and RKings and Classics For a Cause (CFAC). The MeridianBet Group segment includes revenues from retail sports betting, retail casinos, online sports betting, online casinos, and bars. The GMAG segment focuses on resale of third-party gaming content in the Asia-Pacific region. The RKings and CFAC segment includes revenues from pay-to-enter prize competitions and trade promotions, conducted through RKings in the UK and Classics in Australia. The company was founded by Weiting Feng and Anthony Brian Goodman in 2001 and is headquartered in Las Vegas, NV.

Meridian Holdings Inc.

Meridian Holdings is currently trending as investors debate a significant valuation gap and the impact of a large non-cash impairment charge on its recent earnings. The community is actively discussing the stock's growth trajectory and potential for a market rerating, while navigating concerns over low trading volume and persistent price volatility.

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<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. 

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