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Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing a rapid price correction driven by news of GameStop liquidating its holdings and significant institutional outflows, sparking a polarized community debate between those predicting further declines and others advocating to 'buy the dip' amidst resurfacing speculative narratives.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

A sudden, sharp overnight decline in silver prices has put iShares Silver Trust (SLV) in the spotlight, with many in the community attributing the drop to market manipulation and a coordinated effort to shake out investors. Conversely, others are aggressively buying the dip, citing strong long-term fundamentals driven by industrial demand and recent discussions about potential government price floors for critical minerals.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is trending as investors grapple with its impending earnings report, with a significant drop in Bitcoin's price causing substantial unrealized losses on the company's extensive holdings, prompting fervent community discussions ranging from predictions of a "death spiral" to aggressive calls to "buy the dip".

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending as a widespread crypto market plunge sees it among the hardest hit, igniting a fierce debate between long-term holders advocating to "buy the dip" and critics predicting further sharp declines. This volatility occurs amidst ongoing discussions about regulatory clarity and recent developments like XRPL Permissioned Domains.

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

Ethereum

Ethereum is trending as the broader crypto market experiences a significant downturn, driven by sharp declines in Bitcoin and cascading liquidations. The community is intensely divided, with some calling for a "buy the dip" amid severely oversold conditions, while others express extreme FUD and speculate on market manipulation.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is experiencing a sharp sell-off, heavily correlated with Bitcoin's price drop and concerns over crypto trading volumes, leading to intense community debate about potential bottoming levels ahead of its upcoming earnings report.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is trending as a major crypto market downturn fuels community debate, with many viewing current price levels as a significant "buy the dip" opportunity for long-term staking despite fears of further drops. While some cite broader macroeconomic risk-off sentiment, optimists emphasize Solana's robust on-chain activity and institutional integrations.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending after reporting a beat on Q4 earnings, achieving net income, and announcing a $500 million share buyback, fueling community debate on whether these positive results can drive a significant rebound despite concerns over management and short-term guidance.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as the community reacts to Google's significantly increased capital expenditure for AI infrastructure, cementing AVGO's role as a primary supplier for its custom TPUs. This catalyst has investors debating whether the stock will overcome key resistance levels or face profit-taking.

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

Alphabet Inc - Ordinary Shares - Class C

Alphabet's robust earnings, driven by strong performance in digital advertising and cloud computing, are prompting significant community discussion around its massive projected AI capital expenditure for 2026, with investors weighing the strategic investment against potential impacts on profitability.

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<ul class="summary-bullets"><li>OpenAI is targeting a $1 trillion valuation in its IPO, according to earlier reports.</li><li>Investors forecast 2026 to be a strong year for IPOs.</li><li>OpenAI is reportedly in talks for a pre-IPO funding round, which could raise its valuation to ove $800 billion.</li></ul>OpenAI is&nbsp;preparing to launch its initial public offering in the fourth quarter, The Wall Street Journal reported on Thursday, citing people familiar with the matter&nbsp;amid growing retail investor interest in the company that sits at the center of the artificial intelligence boom.The ChatGPT developer has begun talks with investment bankers and is beefing up its financial team. Recent hires include a new chief accounting officer, Ajmere Dale, and a new corporate business finance officer, Cynthia Gaylor, who will oversee investor relations, the Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/openai-ipo-anthropic-race-69f06a42">reported</a>.Talks of OpenAI’s potential IPO have been doing the rounds for a few months. Many expect the public listing as the next step after OpenAI converted to a for-profit company in October last year. At least one&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/openai-ipo-could-be-the-biggest-ever-aiming-for-a-whopping-1-trillion/cLGFXW3R3D9">report</a> has indicated the company could target a $1 trillion valuation, making it the largest IPO ever.OpenAI began as a research lab in 2015. Over the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ten-years-of-open-ai-in-10-charts/cLIClBNREFu">past decade</a> — and especially since the 2022 launch of ChatGPT — its technology has reshaped business and society, pushing the entire tech industry toward AI development.&nbsp;The Sam Altman-led company is reportedly in talks for a pre-IPO&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-amazon-microsoft-said-to-circle-mega-fundraising-round-that-could-push-openai-valuation-past-800-b/cmyiREeR4KR">funding round</a> that could raise its valuation from $500 billion to over $800 billion.Financial market participants expect 2026 to be the biggest year ever for IPOs, according to the WSJ. OpenAI, rival Anthropic, and SpaceX are among the most closely watched tech firms poised to go public, though listing activity has also picked up for smaller companies.OpenAI's losses and its eye-popping infrastructure spending plan could emerge as concerns as it moves forward with its IPO plans. CEO Sam Altman&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sam-altmans-openai-reportedly-sees-220m-paying-chatgpt-users-by-2030/cL53h9BREgr">said</a> in November that OpenAI would close 2025 with $20 billion in revenue, and “grow to hundreds of billions” annually by 2030.On Stocktwits, a key gauge of retail investor sentiment, <a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> has seen a sharp rise in activity, with message volume jumping 80% over the past week and its follower count climbing more than 35% over the past year. Sentiment on the platform currently shows a ‘neutral’ reading, with chatter growing over reports of Amazon planning to inject as much as $50 billion into OpenAI.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/all-eyes-on-gme-stock-ceo-ryan-cohen-is-hunting-for-big-acquisition/cmyS4njR41n">All Eyes On GME Stock: CEO Ryan Cohen Is Hunting For ‘Big’ Acquisition With $9B Cash Pile</a>

Open AI CEO Sam Altman speaks during a talk session with SoftBank Group CEO Masayoshi Son at an event in Tokyo, Japan, on February 03, 2025. (Photo by Tomohiro Ohsumi/Getty Images)

OpenAI To IPO In Q4? Retail Frenzy Builds Around AI Giant Backed By Microsoft And Nvidia

OpenAI has started talks with investment bankers and is strengthening its finance team.

Equity

OpenAI has started talks with investment bankers and is strengthening its finance team.


<ul class="summary-bullets"><li>As per analyst William V. Power of Baird, Zoom’s $51 million investment in Anthropic could now be worth between $2 billion and $4 billion, assuming Anthropic’s rumored current valuation of about $350 billion.&nbsp;</li><li>According to a report from the Wall Street Journal earlier this month, Anthropic is planning to raise about $10 billion at a valuation of $350 billion.</li><li>Baird maintained an ‘Outperform’ rating on Zoom’s shares with a price target of $95.</li></ul>Shares of Zoom Video Communications Inc. (ZM) soared nearly 11% on Monday, reaching a 52-week high of $94.83 in mid-day trade and the highest price it has been since closing at $97.44 on Aug. 22, 2022, according to data from Yahoo Finance.According to analyst Baird Equity Research, the market has been focused mostly on the video-call company’s ability to reaccelerate revenue growth and capture AI opportunities gradually.However, "the quieter, hidden gem" for Zoom is likely its $51 million investment in Claude-maker Anthropic in 2023, the analyst told investors in a note, according to TheFly.In May 2023, Zoom made an investment in Anthropic and also partnered with the company to use Claude to build customer-facing AI products.<h2 class="st-heading-2">Analyst Rationale</h2>As per William V. Power of Baird, Zoom’s $51 million investment in Anthropic, that was valued at about $4.5 billion at the time, could now be worth between $2 billion and $4 billion, assuming Anthropic’s rumored current valuation of about $350 billion.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/anthropic-raising-10-billion-at-350-billion-value-62af49f4?mod=article_inline&amp;adobe_mc=MCMID%3D56195001721718271932194188824520077816%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1769449041&amp;_gl=1*ov1zdw*_gcl_au*MzY1MzQyMDc0LjE3NjQ4NDAzNjQ.*_ga*MjQ4MjIzOTU1LjE3NjQ4NDAzNjQ.*_ga_K2H7B9JRSS*czE3Njk0NDYzNjEkbzI5JGcxJHQxNzY5NDQ3MzU0JGo1NyRsMSRoMTcwNzY4MTk1NA..">report</a> from the Wall Street Journal earlier this month, Anthropic is planning to raise about $10 billion at a valuation of $350 billion. The funding will follow a $13 billion investment in Sept. 2025 that valued the company at $183 billion at the time."ZM is literally invested in Anthropic’s Claude success, and as Anthropic IPO rumors accelerate, the investment could become even more meaningful," Baird’s Power said in a research note, according to <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/stock-market-news/zoom-stock-surges-as-baird-highlights-anthropic-investment-value-93CH-5203968">Investing.com</a>.According to the analyst, Zoom reported $406.1 million as gains on strategic investments in the third-quarter (Q3), which Baird says was largely a result of its Anthropic investment. This improved the company’s GAAP earnings per share (EPS) by $1.33 in the quarter.Baird maintained an ‘Outperform’ rating on Zoom’s shares with a price target of $95, the current level at which the stock is trading.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ZM">ZM shares</a> jumped to ‘bullish’ from ‘neutral’ territory in the past 24 hours, and message volumes increased to ‘high’ from ‘normal’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Zoom_sentiment_png_7fd15d4a8d.webp" alt="On Stocktwits, retail sentiment around ZM shares jumped to ‘bullish’ from ‘neutral’ territory in the past 24 hours and message volumes increased to ‘high’ from ‘normal’ levels." width="1281" height="156"></figure>&nbsp;One bullish user noted that video conferencing has become popular on TV as well as in the corporate world, adding that ‘this is an easy call’ for them.<stembedurl>https://stocktwits.com/Monroe53/message/642902165</stembedurl>&nbsp;Shares of ZM have risen over 16% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

8 May 2024, Baden-Württemberg, Rottweil: The Zoom video conferencing app can be seen on the display of a smartphone.

Zoom Stock Soars Almost 11% — What’s The 'Hidden Gem' That Baird Sees?

According to Baird, "the quieter, hidden gem" for Zoom is likely its $51 million investment in Anthropic in 2023, as per the TheFly. 

<ul class="summary-bullets"><li>Munster highlighted Amazon’s layoffs and noted how CEO Andy Jassy attributed the cuts to a cultural decision.&nbsp;</li><li>The veteran tech analyst said that despite Jassy’s explanation, AI is still the primary driver of a leaner organization.&nbsp;</li><li>Other firms like Citigroup are also continuing job cuts in 2026, as part of reorganization efforts that reflect efficiencies gained through technology.</li></ul>Deepwater Asset Management co-founder Gene Munster said one reality about the growth of artificial intelligence is that it is increasingly difficult for top leaders to talk about its impact on the workforce.In a post on X on Friday, the veteran tech analyst highlighted Amazon’s layoffs and noted how CEO Andy Jassy attributed the cuts to a cultural decision that came in a bid to become a leaner and more agile organization.“His response reveals a truth about AI’s impact on the workforce. Despite the explanation, the reality is AI is the primary driver of a leaner organization,” Munster said in the post.“His comments underscore how difficult it is for the C suite to talk openly about AI impacting jobs given the negative effect those statements could have on the mindset of remaining employees,” Munster added.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_24_at_3_51_31_AM_png_21883c1229.webp" alt="Screenshot 2026-01-24 at 3.51.31 AM.png" width="1203" height="1066"></figure>&nbsp;<h2 class="st-heading-2">AI’s Impact On Jobs</h2>Munster also noted Anthropic CEO Dario Amodei’s comments to the Wall Street Journal at Davos earlier this week. In the <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/video/dario-amodei-on-safety-job-displacement-and-anthropic-350b-valuation/BF1E2311-6F73-4EFB-883E-916D2EFA74A1">interview</a>, Amodei talked about AI development and the fields most at risk of AI-driven employment disruption.Munster highlighted Amodei’s comments about how there isn’t an awareness of the magnitude of what is to come with regard to AI’s impact on unemployment, which could hit 10%.Recently, Microsoft co-founder Bill Gates also <a href="https://stocktwits.com/news-articles/markets/equity/bill-gates-warns-ai-risk-of-bioterrorism-job-losses/cmU2KG3R4dS">outlined</a> the major disruption that AI could cause on employment. Gates noted in a blog post that AI had progressed enough to begin disrupting software development and warned that once it grew more capable, job disruption would be more immediate. He also cautioned that the impact will grow further over the next five years.<h2 class="st-heading-2">Recent Job Cuts</h2>Earlier this week, <a href="https://stocktwits.com/news-articles/markets/equity/amazon-reportedly-plans-more-job-cuts-in-thousands-next-week/cmUCfuXR4Xn">reports</a> emerged about Amazon planning to lay off about 14,000 people, adding to the 14,000 from October last year. The e-commerce company reportedly said in an internal letter that the latest generation of AI has been the most transformative technology and is enabling companies to innovate much faster.However, CEO Jassy had told analysts during the company’s third-quarter earnings call that the reductions were not financially-driven or even AI-driven.Meanwhile, Citigroup is also continuing its <a href="https://stocktwits.com/news-articles/markets/equity/citi-will-cut-more-jobs-in-2026-as-part-of-ceo-reorganization-plan/cmyRW69R4gC">job cuts</a> in 2026, as part of its CEO’s reorganization efforts, which the company said aligns with current business needs, and also reflects the “efficiencies we have gained through technology and progress against our transformation work,” the company said.&nbsp;Meanwhile, U.S. equities closed higher on Friday. The <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, closed up around 0.04%, while the <a href="https://stocktwits.com/symbol/AQQQ">Invesco QQQ Trust ETF</a> (QQQ) ended the day 0.32% higher. The tech-heavy <a href="https://stocktwits.com/symbol/NDX">Nasdaq-100</a> (NDX) closed 0.34% higher.Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘extremely bearish’ territory at the time of writing.The <a href="https://stocktwits.com/symbol/IYW">iShares U.S. Technology ETF</a> (IYW) ended the day up 0.40%, while the <a href="https://stocktwits.com/symbol/IGM">iShares Expanded Tech Sector ETF</a> (IGM) closed up by 0.03%.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

In this photo illustration, an Artificial Intelligence logo is displayed on a smartphone with a US Flag in the background. (Photo Illustration by Omar Marques/SOPA Images/LightRocket via Getty Images)

Gene Munster On AI, Jobs And What C-Suite Won’t Talk About

Deepwater Asset Management’s co-founder said one reality about the growth of artificial intelligence is that it is increasingly difficult for top leaders to talk about its impact on the workforce.

In this photo Illustration a X logo is seen on a smartphone screen and effigies of Elon Musk with the Twitter logos as background. (Photo Illustration by Nikolas Kokovlis/NurPhoto via Getty Images)

Elon Musk Opens The Black Box: X Releases Its Algorithm To The Public

The GitHub repository needs expert review, although Musk earlier said the now-released code covers how the post recommendation works in X.   

In this photo illustration, a hand holds a smartphone displaying the logo of MongoDB Inc.

MongoDB Stock Draws Strong Retail Interest After Bullish Analyst Signal

MongoDB, Inc.’s shares spiked as much as 6% before ending just 0.6% higher on Thursday, after a positive signal from a Wall Street analyst.

Shares rallied nearly 6% intraday on Thursday.

<ul class="summary-bullets"><li>SpaceX led the poll with about 59%, well ahead of OpenAI at roughly 26% and Discord near 10%.</li><li>Retail interest in SpaceX has surged, with watcher count up about 116% over the past year and message volume up roughly 1,600% in the last 90 days.</li><li>Other names mentioned by retail investors include Databricks, Anduril, and Anthropic.</li></ul>Retail investors are already looking ahead to the next wave of blockbuster IPOs, and a recent poll shows a clear favorite emerging well before any official filings.&nbsp;Among SpaceX, OpenAI, and Discord, SpaceX emerged as the most anticipated potential 2026 listing by a wide margin in a recent&nbsp;<a href="https://stocktwits.com/discussions/which-potential-2026-ipo-are-you-most-excited-for/641125720">Stocktwits poll</a>, capturing about 59% of the vote.<h2 class="st-heading-2">SpaceX Leads Retail Anticipation</h2><img src="https://news.stocktwits-cdn.com/Space_X_Elon_Musk_jpg_b27208e213.webp" alt="U.S. President Donald Trump acknowledges SpaceX founder Elon Musk (R) after the successful launch of the SpaceX Falcon 9 rocket with the manned Crew Dragon spacecraft at the Kennedy Space Center on May 30, 2020.">SpaceX has not formally announced IPO plans, but speculation around a mid- to late-2026 listing has intensified. That anticipation has been amplified by&nbsp;CEO Elon Musk’s public comments, rising market chatter, and growing debate on Wall Street over how such a listing could be structured.Over the past year, SpaceX’s watcher count on Stocktwits has risen about 116%, while message volume has surged roughly 1,600% over the past 90 days. The company’s dominance in low Earth orbit launches, rapid Starlink expansion, and launch cadence reinforce its position as retail’s clear favorite.Retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/SPACEX">SpaceX</a> was ‘extremely bullish’ amid ‘high’ message volume.<h2 class="st-heading-2">OpenAI Ranks Second As AI IPO Speculation Builds</h2><img src="https://news.stocktwits-cdn.com/Getty_Images_2238160824_jpg_d18c8fe07a.webp" alt="The OpenAI logo displays on a smartphone screen reflecting green beams. (Photo by Samuel Boivin/NurPhoto via Getty Images)">OpenAI placed second in the poll with roughly 26% of votes. The maker of ChatGPT has reportedly begun discussions about<a href="https://stocktwits.com/news-articles/markets/equity/openai-ipo-could-be-the-biggest-ever-aiming-for-a-whopping-1-trillion/cLGFXW3R3D9"> a potential IPO</a> that could value the company at around $1 trillion, with a possible filing as soon as the second half of 2026.The company’s transition to a for-profit structure and its capital-intensive AI ambitions have kept it firmly in focus.On Stocktwits, retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> was ‘neutral’ amid ‘low’ message volume.<h2 class="st-heading-2">Discord Draws Interest After IPO Reports</h2><img src="https://news.stocktwits-cdn.com/Getty_Images_2031350343_jpg_801133a3e6.webp" alt="In this photo illustration, a Discord logo seen displayed on a smartphone. (Photo Illustration by Mateusz Slodkowski/SOPA Images/LightRocket via Getty Images)">Discord garnered about 10% of the poll after reports said the chat platform has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/discord-confidentially-files-for-ipo/cmxymfiR4ce">confidentially filed for a U.S. IPO</a>, though timing and deal size remain unclear.The company now has more than 200 million monthly active users and has expanded far beyond gaming into tech, AI, crypto, and creator communities. It was valued at roughly $15 billion in its last funding round in 2021 and previously turned down a $12 billion acquisition offer from Microsoft.On Stocktwits, retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/DISCORD">Discord</a> was ‘extremely bullish’ amid ‘extremely high’ message volume.<h2 class="st-heading-2">Broader IPO Watchlist</h2>Beyond the main poll options, retail users pointed to a broader set of companies they are watching for potential listings, including Databricks, Anduril, and Anthropic.Databricks signed a Series K term sheet in August, valuing the company at more than $100 billion, with subsequent reports suggesting that fresh financing could push the valuation above $130 billion.The company has disclosed a $4 billion revenue run rate, more than 50% year-over-year growth, and a $1 billion AI products run rate.On Stocktwits, retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/DATABRICKS">Databricks</a> was ‘neutral’ amid ‘high’ message volume.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>One user said, "most excited for the discord IPO as that's gonna be valuable but spaceX is likely a huge game changer for the emerging space economy."<stembedurl>https://stocktwits.com/PMCS/message/641153602</stembedurl>Another bearish user said, "Every one of those IPOs is ridiculously overvalued."<stembedurl>https://stocktwits.com/HedgedLongTermInvestor/message/641130582</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Retail traders overwhelmingly picked SpaceX as their most anticipated 2026 IPO, far outpacing OpenAI and Discord. (Photo credot: Getty Images)

SpaceX, OpenAI Or Discord? Retail Traders Pick Their Most Awaited 2026 IPO — And The Winner Was Obvious

Retail traders overwhelmingly picked SpaceX as their most anticipated 2026 IPO, far outpacing OpenAI and Discord.

<ul class="summary-bullets"><li>The Wall Street Journal reported on Wednesday, citing people familiar with the matter, that the new financing round will be led by Singapore’s sovereign wealth fund GIC and Coatue Management.&nbsp;</li><li>The new funding round is expected to close in the coming weeks, the report said, while adding that the total deal amount could change.</li><li>Meanwhile, Anthropic’s rival OpenAI is also reportedly in talks to raise additional capital.</li></ul>Claude chatbot developer Anthropic is reportedly planning to raise $10 billion at a valuation of $350 billion, nearly double its valuation from four months ago.The Wall Street Journal <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/anthropic-raising-10-billion-at-350-billion-value-62af49f4?gaa_at=eafs&amp;gaa_n=AWEtsqfreO4bK1gP-8SV3R-yDh3n8vJYpf4NRFC8TNMRDrWpDi2VSu5grKP_mbCQP4c%3D&amp;gaa_ts=695ea48d&amp;gaa_sig=q5Y5Ndk53_YP767_rhw750M8ZX7swSjVo8iSvi-GDxd4bac6H08S08eY51x3iy80TRk-h-5l6PG6DwKNJSupMw%3D%3D">reported</a> on Wednesday, citing people familiar with the matter, that the new financing round will be led by Singapore’s sovereign wealth fund GIC and Coatue Management.In a September $13 billion investment round, the company was valued at $183 billion.The new funding round is expected to close in the coming weeks, the report said, while adding that the total deal amount could change. Anthropic is expected to go public this year.<h2 class="st-heading-2">Other Investments</h2>According to an unnamed source cited by WSJ, the new capital is in addition to Nvidia’s and Microsoft’s plan to invest up to $15 billion in the company. The Open AI competitor’s existing investors include Lightspeed Venture Partners, Fidelity Management &amp; Research, and Iconiq Capital.Founded in 2021 by former OpenAI employees, Anthropic is known for its Claude family of large language models. It competes directly with OpenAI, and the most recent version of its AI model is Claude Opus 4.5, with a focus on agentic tasks, real-world coding, and reasoning.Meanwhile, OpenAI is also in talks to raise additional capital, according to a WSJ report from December. The company is reportedly looking to raise as much as $100 billion in a fundraising round which could value the company at up to $830 billion.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ANTHROPIC">ANTHROPIC</a> trended in the ‘bearish’ territory, accompanied by ‘normal’ levels of message volume.Meanwhile, sentiment around <a href="https://stocktwits.com/symbol/OPENAI">OPENAI</a> stayed within the ‘bearish’ territory amid ‘low’ message volume.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/caterpillar-partners-with-nvidia-to-enhance-its-fleet-and-manufacturing-with-ai/cmxzIPBR42m">Caterpillar Partners With Nvidia To Enhance Its Fleet And Manufacturing With AI</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

This photograph shows a smartphone screen displaying the logo of Anthropic, an American company specializing in artificial intelligence (AI). (Photo by Samuel Boivin/NurPhoto via Getty Images)

Anthropic Reportedly Eyes $350 Billion Valuation In New $10 Billion Funding Round 

In September, a $13 billion investment valued the company at $183 billion.

<ul class="summary-bullets"><li>The added site expands xAI’s growing data center footprint tied to its Colossus AI infrastructure build-out.</li><li>The scale-up comes alongside aggressive fundraising aimed at financing large Nvidia-based compute deployments.</li><li>The expansion adds momentum as xAI ramps prepares broader Grok deployments in 2026.</li></ul>Elon Musk confirmed that xAI has acquired a third facility, a building referred to as "Macrohardrr," adding to its rapidly expanding AI infrastructure footprint.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2006108047609930069">In a post on X</a>, Musk said the additional building would take xAI’s training compute capacity to nearly 2 gigawatts.<h2 class="st-heading-2">Expanding The Colossus Complex</h2>The confirmation follows reports that xAI is expanding its massive data center presence in the Memphis region. The company has already built one data center in the city, known as Colossus, and is constructing a second nearby site dubbed Colossus 2.According to earlier reporting by&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/elon-musks-xai-buys-building-third-supersized-data-center">The Information</a>, xAI also purchased a large warehouse in Southaven, Mississippi, where it plans to develop an adjoining facility tied to its Memphis operations. The expansion reflects Musk’s ambition to build what he has described as the world’s largest data center dedicated to AI training.Musk has previously said Colossus 2 could eventually house about 550,000 chips from Nvidia, a build-out that would require tens of billions of dollars in investment.<h2 class="st-heading-2">Heavy Fundraising&nbsp;</h2>xAI has been raising capital aggressively in 2025 to finance its infrastructure push. In October, the company was reportedly in talks earlier this year to raise around $20 billion in a mix of debt and equity, in part to fund purchases of Nvidia processors for Colossus 2.In November, The Wall Street Journal reported that&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musks-xai-nears-new-funding-doubling-its-valuation-to-230b-report/cLP8zzSREJ1">xAI is in advanced discussions</a> to raise about $15 billion in equity funding at a potential valuation of roughly $230 billion, a sharp increase from the $113 billion valuation disclosed in March, when xAI absorbed the social media platform X.&nbsp;<h2 class="st-heading-2">Government Contracts Add To Momentum</h2>Last week, the U.S. Department of War announced an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pentagon-inks-deal-with-elon-musk-xai/cLeFr6EREuG">agreement to deploy xAI’s systems on its GenAI.mil platform</a>, with initial deployment targeted for early 2026. Under the deal, xAI’s Grok models will be embedded into the platform at Impact Level 5, enabling use with controlled unclassified information.That agreement followed xAI’s launch of xAI For Government in July, a suite of AI products aimed at federal, state, local, and national security customers. xAI also secured a $200 million contract from the Department of War in July, alongside similar awards to OpenAI, Google, and Anthropic, as part of an effort to scale advanced AI adoption across defense operations.On Stocktwits, retail sentiment for XAI was ‘bearish’ amid ‘extremely low’ message volume.<figure class="image"><img style="aspect-ratio:968/166;" src="https://news.stocktwits-cdn.com/xai_ss_png_6e796ab3d5.webp" alt="xai ss.png" width="968" height="166"><figcaption>XAI sentiment and message volume as of December 30| Source: Stocktwits</figcaption></figure>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The xAI logo is seen on a mobile device in this photo illustration on 13 July, 2023 in Warsaw, Poland. 

Elon Musk Confirms xAI Is Near 2GW Of Training Power After Buying Third ‘Macrohardrr’ Facility

The update comes as xAI continues to expand its data center footprint alongside recent fundraising efforts.

<ul class="summary-bullets"><li>A group of writers, which includes the author of "Bad Blood,” sued OpenAI and leading AI chatbot firms on Monday.</li><li>The lawsuit is the latest in a list of complaints against AI companies, mainly OpenAI.</li><li>Data shows that OpenAI has received at least seven new lawsuits this year.</li></ul>John Carreyrou, a New York Times reporter and author of "Bad Blood: Secrets and Lies in a Silicon Valley Startup," and five other writers sued OpenAI, Anthropic, xAI, Google, and Meta Platform on Monday for using copyrighted books without permission to train their AI systems.The development is only the latest in a series of lawsuits and complaints against AI chatbot companies, particularly OpenAI. Stocktwits-compiled data (see table) shows that the ChatGPT maker has had a rather busy year on the legal front. In fact, an increasing share of lawsuits is now being brought by independent plaintiffs, rather than large corporations, as was the case in the past.The latest authors’ lawsuit – which follows a similar but more significant one filed by the Authors Guild and prominent novelists like John Grisham and George R.R. Martin in 2023 – accuses AI companies of pirating their books and feeding them into the large language models (LLMs) that power the companies' chatbots. The case is the first to name xAI as a defendant.<h2 class="st-heading-2">OpenAI’s List Of Legal Troubles</h2>&nbsp;<figure class="table"><table class="ck-table-resized"><colgroup><col style="width:25%;"><col style="width:25%;"><col style="width:25%;"><col style="width:25%;"></colgroup><tbody><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Lawsuit</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Filed</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Issue</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Status</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Authors Guild</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Sep-23</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Copyright/Class Action</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Ongoing; claims were allowed to proceed with discovery underway</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">The New York Times v. OpenAI &amp; Microsoft</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Dec-23</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Copyright</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Ongoing; discovery and litigation ahead</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">GEMA&nbsp;</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Nov-24</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Copyright</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Court ruled against OpenAI in Nov 2025; OpenAI is considering an appeal</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Ziff Davis</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Apr-25</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Copyright</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Ongoing; discovery underway</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Raine Family</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Aug-25</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Negligence/Wrongful Death</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Ongoing; lawsuit actively proceeding in California state court</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Elon Musk/xAI v. OpenAI &amp; Apple&nbsp;</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Aug-25</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Antitrust</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Ongoing; early bid to block the for-profit plan was rejected, but broader claims continue</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Cameo</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Oct-25</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Trademark</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Ongoing; OpenAI has disputed an exclusive trademark claim</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">ANI</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Nov-25</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Copyright</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Ongoing; hearings and submissions continuing in India</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Suzanne Adams' Estate</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Dec-25</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Negligence/Wrongful Death</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Newly filed</td></tr></tbody></table></figure>Source: media reports, Stocktwits research Those claims are not new. Interestingly, OpenAI rival Perplexity recently reached a $1.5 billion&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/2025/09/05/technology/anthropic-settlement-copyright-ai.html">settlement</a> with a class of authors who made similar claims against it. However, even as lawsuits mount, OpenAI has yet to offer a settlement or bring a significant case to a definitive close.<h2 class="st-heading-2">Significant Cases</h2>The most significant case against OpenAI is one brought by The New York Times in late 2023. It also names Microsoft, an OpenAI investor, as a defendant. In March this year, a New York judge allowed the core copyright claims to proceed. The widely watched case could serve as a benchmark for an evolving AI copyright landscape.&nbsp;More recently, a separate kind of development jolted the AI industry. A U.S. teenager took his life in April after allegedly discussing the plan at length with ChatGPT; his parents subsequently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/california-couple-sues-open-ai-ceo-sam-altman-over-chat-gpt-allegedly-abetting-teenage-son-s-suicide/chsxtroRdkm">sued</a> OpenAI and CEO Sam Altman for negligence and wrongful death. The Adam Raine case revived the debate over another, but more critical, topic: AI safety. The case is ongoing.The legal issues come as OpenAI’s massive expansion draws scrutiny. Although the company has raised significant funding and recently converted to a for-profit entity (which opens it up to further capital raises), its pledge to invest $1.4 trillion in AI infrastructure has raised concerns.&nbsp;Altman has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sam-altman-agrees-openai-should-fail-if-we-screw-up-and-can-t-fix-it-after-rejecting-need-for-government-guarantees/cL2vVRORET3">said</a> that OpenAI is on track to achieve $20 billion in annualized revenue by the year-end, “and grow to hundreds of billions by 2030.” However, its billions of dollars in seemingly&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-said-to-be-weighing-10b-investment-in-open-ai/cLeOJXxREpq">“circular deals”</a> with cloud and chip companies are drawing scrutiny and putting pressure on partners, such as&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/behind-oracle-s-ai-boom-lies-a-balance-sheet-time-bomb/cLIxGYWREVD">Oracle</a>.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/chinas-tech-giants-race-to-close-ai-capex-gap-with-us-rivals/cLep1pjREuW">China’s Tech Giants Race To Close AI Capex Gap With US Rivals — ByteDance’s Post-TikTok Pivot Is The Latest Signal</a>

OpenAI CEO Sam Altman testifies before a Senate committee at the Capitol Hill on May 08, 2025 in Washington, DC. (Photo by Chip Somodevilla/Getty Images)

OpenAI’s Damning Year Of Legal Battles Exposes Cost Of Moving Fast In AI Gold Rush

Lawsuits against Sam Altman’s company are increasingly coming from authors, estates, and private plaintiffs.

<ul class="summary-bullets"><li>Dresser joins after leading Slack and holding senior roles at Salesforce.</li><li>OpenAI now supports over seven million ChatGPT work accounts, with Enterprise seats up nearly ninefold since 2024.</li><li>The hiring comes as rivals escalate efforts, including Google’s Gemini plans and Anthropic’s IPO preparation.</li></ul>OpenAI has hired Slack CEO Denise Dresser as its new chief revenue officer, moving to accelerate enterprise adoption of its AI products amid intensifying competition and rising infrastructure demands.<h2 class="st-heading-2">OpenAI Ropes In Veteran Salesforce Leader</h2>Dresser became Slack’s CEO in late 2023 after Salesforce acquired the workplace messaging platform. She also spent many years at Salesforce in senior roles. The company is also working through rising competitive and financial demands as it plans to invest $1.4 trillion in AI infrastructure, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-09/openai-hires-slack-ceo-denise-dresser-as-chief-revenue-officer">report</a>.“I’ve spent my career helping scale category-defining platforms,” Dresser said in a statement to Bloomberg, adding that she looks forward to helping OpenAI as it moves into its next phase of enterprise growth.<h2 class="st-heading-2">Competitive Pressure Builds Around OpenAI</h2>The leadership change comes as several rivals move quickly in the AI market.Anthropic, which is backed by Amazon and Google, is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-anthropic-s-ipo-might-just-be-juicier-than-open-ai-s/cLIXYLXRE1c">preparing for an initial public offering as early as next year</a>. The Financial Times said that the company is targeting a valuation of about $300 billion, following its last valuation of roughly $180 billion. OpenAI has been moving more slowly on a potential IPO, though earlier reports said it could begin the process in the second half of 2026.Meanwhile, Google is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-reportedly-eyeing-ads-on-gemini-in-2026/cLIYxGqREmY">exploring placing ads inside its Gemini chatbot</a> and has told advertising clients that 2026 is the target for rolling this out. The company is also developing AI glasses with Samsung, Gentle Monster and Warby Parker, with the first models expected in 2026.SoftBank and Nvidia are in discussions to join a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/soft-bank-nvidia-weigh-over-1-b-skild-ai-investment-at-14-b-valuation/cLIYHZGREmK">funding round for Skild AI</a> that would value the robotics-model developer at about $14 billion. The company’s technology is designed to act as a software “brain” for robots across different uses.<h2 class="st-heading-2">OpenAI Highlights Growth In Enterprise Adoption</h2><a href="https://stocktwits.com/news-articles/markets/equity/open-ai-survey-shows-major-productivity-surge-among-customers-how-much-time-did-heavy-users-save/cLIYHe9REm0">OpenAI’s latest State of Enterprise AI report</a>, released Monday, pointed to rising use of its tools inside companies. Weekly interactions with ChatGPT Enterprise have increased nearly eightfold over the past year, and the average user is sending about 30% more messages than before.The report said companies are shifting from experimenting with AI to using it inside daily workflows. Tools like “Projects” and “Custom GPTs” saw a 19-fold increase this year.OpenAI now supports more than seven million ChatGPT work accounts, and the number of ChatGPT Enterprise seats has grown almost ninefold since 2024.The report also said that about 75% of surveyed workers felt AI helped improve either the speed or the quality of their work. Many reported saving 40 to 60 minutes a day, with heavier users saving more than 10 hours a week.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for OpenAI was ‘bearish’ amid ‘extremely low’ message volume.<figure class="image"><img style="aspect-ratio:967/141;" src="https://news.stocktwits-cdn.com/openai_ss_png_8eae8a185f.webp" alt="openai ss.png" width="967" height="141"><figcaption>OPENAI sentiment and message volume as of December 9| Source: Stocktwits</figcaption></figure>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The OpenAI logo displays on a smartphone screen reflecting green beams. (Photo by Samuel Boivin/NurPhoto via Getty Images)

OpenAI Hires Slack CEO As Google And Anthropic Intensify The Race Around Its $1.4T AI Push: Report

OpenAI has reportedly hired Slack CEO Denise Dresser as its new chief revenue officer to strengthen its enterprise AI business amid intensifying competition.

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