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Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics ($CAPR) is trending due to positive Phase 3 trial results for its DMD treatment, deramiocel, sparking optimism for FDA approval. The stock saw a massive surge, leading to discussions about potential short squeezes and long-term value, with some community members predicting prices well beyond current levels. Bullish sentiment is fueled by the potential for buyout offers and the prospect of deramiocel becoming a significant treatment option, though some caution against short-term volatility.

Litecoin is a peer-to-peer cryptocurrency created by Charlie Lee. It was created based on the Bitcoin protocol but differs in terms of the hashing algorithm used. Litecoin uses the memory intensive Scrypt proof of work mining algorithm. Scrypt allows consumer-grade hardware such as GPU to mine those coins.  Why Litecoin? Litecoin is a cryptocurrency that has evolved from Bitcoin after its own popularity in the industry, this alternative, or ‘altcoin’ has emerged to allow investors to diversify their digital currency package, according to Investopedia. Litecoin is one of the most prominent altcoins and was created by former Google employee and Director of Engineering at Coinbase, Charlie Lee. Litecoin was the first to alter Bitcoin and the most significant difference is that it takes 2.5 minutes for Litecoin to generate a block, or transaction, in comparison to Bitcoin's 10 minutes.  ‘While this matters little to traders, miners who use hardware to run Bitcoin's network cannot switch over to Litecoin. This keeps bigger mining conglomerates away from Litecoin because they cannot easily optimize their profits by swapping to another coin, contributing to a more decentralized experience. Litecoin also has bigger blocks, and more coins in circulation, making it more affordable and swift when transacting,’ Investopedia explained.  As explained above, Litecoin can transact a lot faster than Bitcoin, but there are also a number of other characteristics that investors need to know before trading. Litecoin can handle higher volumes of transactions because of the capability of transacting faster and if Bitcoin attempted to transact on the scale of its altcoin, a code update would be needed. However, Litecoin’s blocks would be larger, but with more ‘orphaned blocks'. The faster block time of litecoin reduces the risk of double spending attacks - this is theoretical in the case of both networks having the same hashing power.  Litecoin Technical Details: The transaction confirmation time taken for Litecoin is about 2.5 minutes on average (as compared to Bitcoin's 10 minutes). The Litecoin network is scheduled to cap at 84 million currency units.   Litecoin has inspired many other popular alternative currencies (eg. Dogecoin) because of its Scrypt hashing algorithm in order to prevent ASIC miners from mining those coins. However it is said that by the end of this year, Scrypt ASIC will enter the mass market.

Litecoin

Litecoin is trending as the community speculates on potential price movements and discusses technical indicators, with some eyeing a breakout soon. There is growing anticipation around potential ETF approvals and comparisons to other cryptocurrencies like Bitcoin Cash. Community members are also highlighting Litecoin's transactional utility and historical performance as potential drivers for future growth.

Polyrizon Ltd. is a development stage biotech company, which engages in the development of nasal hydrogels. It provides barriers from the interaction of biological assaults, including a new strain of coronavirus, influenza, allergens and other airborne pathogens with the nasal epithelial tissue. The company was founded by Tomer Izraeli in January 2005 and is headquartered in Raanana, Israel.

Polyrizon Ltd.

Polyrizon Ltd. Ordinary Shares

PLRZ is trending due to significant price movement and high trading volume, sparking discussions about potential short squeezes and the company's fundamentals. Community chatter includes both bullish speculation for continued upward momentum and bearish concerns regarding possible dilution and reverse splits. The stock's volatile behavior is drawing attention, with some comparing it to other high-flying tickers.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath ($PATH) is trending as investors discuss its potential in AI-driven automation following recent earnings and key partnerships with tech giants like Microsoft and Google. While some express concerns about CEO presentation skills and slow market adoption, others highlight its strong financial position, profitability, and undervaluation relative to forward revenues. The community is closely watching for a sustained rotation into automation/AI-ops to unlock further price appreciation and challenge short positions.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending amid discussions about its recent performance and future prospects, particularly in relation to AI. Community members are debating whether the company is undervalued or facing challenges in the evolving tech landscape, with some expressing concerns about management and competition. The stock's price movement and potential for a turnaround are also key discussion points.

Sailana Inu, the sister of legendary Saitama Inu, is bringing back the Wolfpack and OG community vibes that previously sent Saitama to a $7 billion marketcap in 2021. The power of community mixed with great leadership is what will take this project to great heights. Join the movement, join the pack, become apart of the Sailana Army . Together, we will create something that will go down in history, and something that will be talked about years from now.

Sailana Inu

Sailana Inu is trending as the community rallies around upcoming developments like WolfSWAP and WolfDAO, with some anticipating major surprises in 2026. Community members are drawing comparisons to early Shiba Inu, highlighting the strength and dedication of the "Wolfpack" and rejecting what they see as negative KOL culture within the memecoin space.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

C3.ai is trending as the community discusses the potential impact of a new CEO and recent earnings, which revealed a revenue decline but also highlighted growth in the federal business. Community talking points revolve around whether the company is a turnaround story, potential acquisitions, and its high short interest which could lead to a squeeze. Bullish sentiment is building on hopes of strong government contracts and the company's existing partnership with Microsoft.

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

SERV is trending due to a rumored executive order from the Trump administration to boost the robotics industry, with community members pointing to the potential impact on sub $1B market cap robotics stocks. The stock saw significantly higher trading volume, and some are eyeing gap fills and potential short squeezes. Community members are comparing SERV to other trending robotics and AI plays.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Bozeman, MT.

Snowflake Inc

Snowflake is trending as investors react to earnings and a new partnership with Palantir, focusing on AI-driven cloud solutions. The community is debating whether the earnings justify the valuation and discussing the potential impact of the Palantir collaboration on the company's growth trajectory. SNOW's performance is also being compared to competitors in the data and AI space, such as Databricks and Microsoft.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending amid discussions about the FTC's requirements for the Spirit AeroSystems acquisition, with the community weighing the implications for the merger and Boeing's competitive position. Some traders are focusing on technical levels and potential short squeezes, while others are discussing delivery numbers and future cash flow projections. Overall, sentiment is mixed as investors digest the news and anticipate future developments.

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<ul class="summary-bullets"><li>Anthropic has reportedly retained a law firm to start its IPO process, aiming to go public as early as next year.</li><li>Months ago, reports speculated that OpenAI had also started discussions for an IPO for the next year or 2027.</li><li>The simultaneous high-stakes IPOs might present challenges, even as investors appreciate their different approaches and financial goals.</li></ul>Anthropic, the Amazon- and Google-backed firm behind the Claude AI chatbot, is reportedly preparing for an initial public offering that could come as early as next year – potentially pitting its IPO against that of OpenAI.The development presents a new twist in AI rivalries, just as a power-packed year of innovation and soaring tech valuations draws to a close, and could have wide implications for the sector.Anthropic was last valued at about $180 billion, which is about a third of OpenAI’s reported $500 billion valuation. Still, it is poised to be one of the largest IPOs ever. The Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/3254fa30-5bdb-4c30-8560-7cd7ebbefc5f">reported</a> that the company has retained law firm Wilson Sonsini to launch the process and is reportedly seeking a valuation of $300 billion. OpenAI, on the other hand, is proceeding at a slower pace, although a previous report&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/openai-ipo-could-be-the-biggest-ever-aiming-for-a-whopping-1-trillion/cLGFXW3R3D9">said</a> it could file the paperwork with the markets regulator in the second half of 2026. &nbsp;<figure class="image"><img style="aspect-ratio:625/476;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_03_at_5_43_23_PM_png_c2169ceb38.webp" alt="Screenshot 2025-12-03 at 5.43.23 PM.png" width="625" height="476"></figure><h2 class="st-heading-2">Different Approaches</h2>Simultaneous high-stakes IPOs present a number of challenges: For one, investors might be forced to invest in only one of the companies, given the likely high asking prices, making it a competition to win over investors.The other issue is pricing, and benchmarking them might not be easy. OpenAI and Anthropic have widely different approaches. With an eye-popping $1.4 trillion cloud investment commitment, OpenAI is more aggressive. However, Anthropic has broader penetration among enterprise customers.<figure class="table"><table class="ck-table-resized"><colgroup><col style="width:33.33%;"><col style="width:33.33%;"><col style="width:33.34%;"></colgroup><tbody><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">&nbsp;</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">OpenAI</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Anthropic&nbsp;</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Founding year</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">2015</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">2021</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Funding raised</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">$58 billion</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">$27.3 billion</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Investors</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Microsoft (primary backer), Thrive Capital, Khosla Ventures, Nvidia, SoftBank, Fidelity, MGX</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Amazon, Google (primary backers), Salesforce, Spark Capital, Menlo Ventures, Iconiq, Jane Street.</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">2025 revenue (projected)</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">$20 billion</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">$7 billion</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Userbase (monthly active)</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">800 million&nbsp;</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">20 million&nbsp;</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Major institutional customers</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Morgan Stanley, Salesforce, PwC, Stripe, Duolingo, Moderna, Rakuten</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Pfizer, Zoom, Bridgewater Associates, BCG, Perplexity, Intuit</td></tr></tbody></table></figure>Source: Media and company reports, Tracxn; Note: The table is not exhaustive<h2 class="st-heading-2"> Financials</h2>From a public market perspective, Anthropic’s report card looks slightly better at this point. The FT&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-backed-anthropic-seen-turning-profitable-two-years-ahead-of-open-ai-report/cLPdKzRREPc">reported</a> last month that Anthropic’s internal projections show it expects to turn in a profit in 2028.&nbsp;By contrast, OpenAI forecasts $74 billion in operating losses that year, roughly three-fourths of its projected revenue, largely due to ballooning spending on computing costs.This year, Anthropic could clock $4.2 billion in sales, the FT reported; OpenAI's CEO Sam Altman earlier&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sama/status/1986514377470845007">said</a> the company would finish the current year with $20 billion in annualized revenue and “hundreds of billions by 2030.”<h2 class="st-heading-2">Altman Declares ‘Code Red’ After Gemini 3</h2>The development comes as OpenAI finds itself cornered. After Google’s Gemini 3 and Nano Bananas enthralled users in the last few weeks, Altman has declared a “code red” at the company, telling staff to prioritize major improvements to ChatGPT.According to internal memos, OpenAI is pausing projects such as ads, shopping tools, health agents, and its Pulse assistant to focus on faster, more reliable, and more personalized performance for ChatGPT. Teams will join daily calls, and employees are encouraged to shift temporarily to speed up the upgrades.<h2 class="st-heading-2">AI Bubble?</h2>Then there is the question of the “AI bubble,” and the uncertainty around markets’ perception of AI next year. Over the past few months, several prominent voices, including JPMorgan CEO Jamie Dimon, have raised concerns about a perceived mismatch between billions of dollars in AI investment and future returns.&nbsp;Those concerns led to a broad sell-off in the U.S. market last month. Meanwhile, analysts have said that while OpenAI is the largest player with the highest consumer mindshare, its gaps with the number two and three would shrink in the coming years.That said, with strong market performance of newly listed CoreWeave and Circle Internet, and the still record-at-record valuations of Nvidia and Alphabet – all major AI-linked stocks – investors might shell out big cash for both OpenAI and Anthropic next year despite their red bottom lines.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/polymarket-kalshi-prediction-markets-keep-draft-kings-flutter-on-high-alert/cLIXNrAREKH">The Prediction Markets Rush: Polymarket, Kalshi Are Ascending Fast — And Sportsbooks DraftKings And Flutter Are On High Alert</a>

The logos of Google Gemini, ChatGPT, Microsoft Copilot, Claude by Anthropic, Perplexity, and Bing apps are displayed on the screen of a smartphone. (Photo by Jaque Silva/NurPhoto via Getty Images)

Why Anthropic’s IPO Might Just Be Juicier Than OpenAI’s

Both AI giants might launch their public market offerings next year.

Equity

<ul class="summary-bullets"><li>According to the index, Anthropic led in terms of maintaining user privacy by not training its models on user data.</li><li>OpenAI was praised as the only company in the index to publish its whistleblowing policy, which outlines its more robust risk management approach, according to the report.</li><li>Anthropic is also said to be in early talks to launch an initial public offering next year, according to a report by The Financial Times.</li></ul>Top AI startups Anthropic and OpenAI emerged at the top of the list in the latest AI safety index released by Future of Life Institute on Wednesday.The index, which measures the practices of top AI companies across a range of aspects such as risk assessment, current harms, safety frameworks, and governance, among others, noted that a fundamental rethink of the approach to AI safety is needed.Anthropic received an overall grade of C+, followed by OpenAI at C, Alphabet Inc.’s (GOOG) (GOOGL) Google DeepMind at C-, xAI and Meta Platforms Inc. (META) at D, and Chinese AI startups Zhipu and DeepSeek at F.“Some companies are making token efforts, but none are doing enough. We are spending hundreds of billions of dollars to create superintelligent AI systems over which we will inevitably lose control,” said Stuart Russell, OBE, Professor of Computer Science at UC Berkeley.<a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> and&nbsp;<a href="https://stocktwits.com/symbol/ANTHROPIC">OpenAI</a> are not listed publicly at the moment. Retail sentiment on Stocktwits around the two AI startups was in the ‘bearish’ and ‘extremely bearish’ territories, respectively. Anthropic is also in the news for reportedly being in early talks for an initial public offering (IPO) in 2026.<h2 class="st-heading-2">Anthropic, OpenAI Get Praised</h2>According to the index, Anthropic led in terms of maintaining user privacy by not training its models on user data.OpenAI was praised as the only company in the index to publish its whistleblowing policy, which outlines its more robust risk management approach, according to the report.However, the reviewers noted there is still a lot left to be done. “Companies claim they will achieve artificial general intelligence (AGI) within the decade, yet none scored above D in Existential Safety planning,” they said.<h2 class="st-heading-2">Anthropic’s Potential IPO Plans</h2>Anthropic is said to be in early talks to launch an IPO next year, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/3254fa30-5bdb-4c30-8560-7cd7ebbefc5f">report</a> by The Financial Times. The maker of the Claude chatbot is also in talks for a private funding round that values it between $300 billion and $350 billion, according to the report.This brings it close to OpenAI, which is valued at&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-valuation-soars-to-500-b-after-6-6-b-employee-stock-sale-to-thrive-soft-bank-others/chCr27GR3OQ">$500 billion</a> following a $6.6 billion employee stock sale in October.Anthropic has tapped law firm Wilson Sonsini to begin working on its IPO plans. The firm has also worked on IPOs for companies such as Google, LinkedIn, and Lyft.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-starlink-rival-eutelsat-shares-fall-softbank-trims-stake/cLIXnbNREKx">Elon Musk’s Starlink Rival Eutelsat Shares Slides After SoftBank Reportedly Cuts Its Stake</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Anthropic, OpenAI Lead New AI Safety Index But Grades Signal ‘Not Enough’ Is Being Done – Chinese Rivals DeepSeek, Zhipu Rated ‘F’

The index, which measures the practices of top AI companies across a range of aspects, noted that a fundamental rethink of the approach to AI safety is needed.

<ul class="summary-bullets"><li>Claude Code reached $1 billion in run-rate revenue after six months of becoming available to the public last month.</li><li>As per Anthropic, the acquisition of Bun will mean faster performance, improved stability and new capabilities for Claude Code users.</li><li>Anthropic said on Tuesday that the company will continue to pursue opportunities that bolster technical excellence.</li></ul>AI company Anthropic said on Tuesday that it is acquiring software maker Bun to accelerate coding agent Claude Code, marking its first acquisition.“Bun will be instrumental in helping us build the infrastructure for the next generation of software. Together, we will continue to make Claude the platform of choice for coders and anyone who relies on AI for important work,” Anthropic <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.anthropic.com/news/anthropic-acquires-bun-as-claude-code-reaches-usd1b-milestone">said</a> in a statement. The company, however, did not divulge the terms of the deal.<h2 class="st-heading-2">Claude Code Hits Milestone</h2>Claude Code is an AI-powered coding tool aimed at changing how teams build software. Last month, it reached $1 billion in run-rate revenue after six months of becoming available to the public, Anthropic said. &nbsp;Bun’s primary product, meanwhile, is a fast, incrementally adoptable all-in-one JavaScript, TypeScript and JSX toolkit aimed at helping developers build and test applications. Bun was founded by former Stripe engineer Jarred Sumner in 2021.As per Anthropic, the acquisition of Bun will mean faster performance, improved stability and new capabilities for Claude Code users. Anthropic has been working with Bun over the past few months already.“Claude Code reached $1 billion in run-rate revenue in only 6 months, and bringing the Bun team into Anthropic means we can build the infrastructure to compound that momentum and keep pace with the exponential growth in AI adoption." Anthropic Chief Product Officer Mike Krieger said. Bun gets more than 7 million monthly downloads, the company noted, highlighting the growing demand for its toolkit as an essential tool for developers.<h2 class="st-heading-2">Opportunities Ahead</h2>Anthropic said on Tuesday that the company will continue to pursue opportunities that bolster technical excellence as it gears forward in the enterprise AI sector. The company added that Bun will remain open source.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> is within the ‘bearish’ territory, coupled with ‘extremely low’ message volume.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/archer-aviation-stock-jumps-on-tech-deal-with-karem-for-military-aircraft/cLIaAwMREKS">Archer Aviation Stock Jumps On Tech Deal With Karem For Military Aircraft — Retail Seeks Tangible Progress</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Anthropic logo is seen displayed on a smartphone screen. 

Anthropic Scoops Up Software Maker Bun After Claude Code Hits $1B Run-Rate

The company did not divulge the terms of the deal. 

Anthropic Acquires Software Maker Bun To Advance Claude Code 

<ul class="summary-bullets"><li>Microsoft now has strong positioning across multiple secular growth drivers.</li><li>The analyst viewed the stock as underappreciated, given the durability of topline demand and potential for further margin expansion.</li><li>His price target suggests 32% upside from current levels.</li></ul>Following Microsoft Corp.’s (MSFT) announcement of an expanded partnership with artificial intelligence (AI) startup <a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> on Tuesday, an analyst reiterated his bullish stance on the software giant. The agreement comes at a time when skepticism around the technology abounds.<a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> fell 2.70% on Tuesday amid the broader tech rout, but is up about 18% year-to-date.&nbsp;<h2 class="st-heading-2">Analyst Affirms Bullish Stance</h2>Morgan Stanley analyst Keith Weiss said the deal aligns with his view that the Microsoft story is broader than generative AI and the generative AI (GenAI) story is broader than just OpenAI, according to a summary of the note on Fly.Weiss noted that the Satya Nadella-led company now has strong positioning across multiple secular growth drivers, including genAI, the migration of enterprise workloads to the public cloud, and cybersecurity. The analyst viewed the stock as underappreciated, given the durability of topline demand and potential for further margin expansion.Morgan Stanley has an ‘Overweight’ rating on Microsoft’s stock and a $650 price target, implying 32% upside potential from Tuesday’s close.Microsoft’s deal with Amazon-backed Anthropic provides for&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-commits-30-billion-to-expand-azure-capacity-nvidia-microsoft-to-invest/cLPV4IvRE7t">Anthropic to buy $30 billion of Azure compute capacity,</a> which involves using up to 1 gigawatt (GW) of compute power from Nvidia. Nvidia and Microsoft, in turn, have agreed to invest up to $10 billion and up to $5 billion, respectively, in Anthropic.The investment deal with Microsoft and Nvidia has pushed Anthropic’s valuation to about $350 billion, up from $185 billion as of September, CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/18/anthropic-ai-azure-microsoft-nvidia.html">reported</a>, citing a source. The AI startup is the maker of the Claude large-language mode.<h2 class="st-heading-2">What Retail Feels About Microsoft Stock</h2>Retail sentiment toward Microsoft stock among retail traders on Stocktwits remained ‘bearish’ as of late Tuesday, and the message volume improved, although only to ‘normal’ levels.A bullish watcher of the stock recommended loading it under $500.<stembedurl>https://stocktwits.com/LongGrowthAndValue/message/636669520</stembedurl>Delving into the deal per se, a user said it is bad news for AMD and <a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> and good news for Nvidia and Intel. “$MSFT was one of the original investors in OpenAI Bubble and is now partnering with a direct competitor, Anthropic,” they said.<stembedurl>https://stocktwits.com/LongGrowthAndValue/message/636669520</stembedurl>The circular nature of the deal could trigger some anxiety among market participants, who are already worried about the amount of money invested in AI. Skeptics such as Michael Burry,&nbsp;of “The Big Short” fame, have flagged the rising capital spending (capex) by hyperscalers and see the trend as a precursor to a bubble burst and, in turn, a market crash. Fund managers have recently trimmed or exited positions in AI names, including Nvidia.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-snaps-2-days-of-gains-amid-fierce-robotaxi-battle-musk-touts-major-valuation-change-after-arizona-permit-win/cLP8sAkREJ7">Tesla Stock Snaps 2 Days Of Gains Amid Fierce Robotaxi Battle — Musk Touts ‘Major Valuation Change’ After Arizona Permit Win</a>

In this photo illustration the Microsoft logo is displayed on a mobile phone screen in Ankara, Turkiye on October 11, 2025.

Microsoft Analyst Says $30B Anthropic Cloud Deal Proves MSFT Story Is Much More Than GenAI, Predicts 32% Upside For Stock

Retail views Microsoft’s Anthropic deal as a negative for the software giant’s original AI partner OpenAI.

<ul class="summary-bullets"><li>Anthropic has committed to buying $30 billion in Azure compute capacity, including up to one gigawatt on Nvidia systems.</li><li>Nvidia and Microsoft pledged up to $10 billion and $5 billion in new investment to support Anthropic’s expansion.</li><li>Claude will now be available across all three major cloud platforms through an expanded Microsoft partnership.</li></ul>Amazon (AMZN)-backed AI startup Anthropic announced on Tuesday that it has committed to buying $30 billion in Azure compute capacity, with the potential to use up to one gigawatt of compute power on Nvidia (NVDA) systems.Anthropic’s compute commitment will initially be up to one gigawatt of compute capacity with NVIDIA Grace Blackwell and Vera Rubin systems. The two will also be collaborating on design and engineering to optimise Nvidia’s hardware for Claude’s workload.As part of the partnership, NVIDIA and Microsoft are committing to invest up to $10 billion and up to $5 billion, respectively, in Anthropic.&nbsp;On Stocktwits, retail sentiment around Anthropic trended in ‘extremely bullish’ territory amid ‘extremely high’ levels of chatter.&nbsp;Meanwhile,&nbsp;<a href="http://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> slid more than 3% in midday trade and&nbsp;<a href="http://stocktwits.com/symbol/MSFT">Microsoft’s stock</a> fell nearly 4%, tracking weakness across megacap tech.&nbsp;<a href="https://stocktwits.com/symbol/AMZN">Amazon’s stock</a> was down 3.8%.<h2 class="st-heading-2">Anthropic, Microsoft Expand Partnership</h2>Microsoft and Anthropic also expanded their existing partnership to bring Claude to more enterprise customers. Microsoft Foundry users will gain access to multiple versions of Claude. This will make Claude the only frontier AI model available across all three major cloud platforms. Azure customers will also receive expanded model options and deeper Claude-specific capabilities.<h2 class="st-heading-2">More Spending Amid ‘AI Bubble’ Concerns</h2>The deal comes amid investor concerns of an ‘AI bubble’ where spending on AI may be outpacing future growth prospects. “The Big Short” investor Michael Burry, who warned about the U.S. housing crisis, has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-sounds-fresh-ai-bubble-alarm/cLPkiMVREId">pointed</a> to accelerating AI spending that may not align with long-term revenue potential.Even Google (GOOG, GOOGL) CEO Sundar Pichai recently&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bbc.com/news/articles/cwy7vrd8k4eo">acknowledged</a> “elements of irrationality” in the current investment cycle, warning that a sharp correction could affect even the largest technology companies.However, not everyone agrees. Veteran strategist Charles Clough, who&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/charles-clough-who-predicted-1990s-crash-says-todays-tech-rally-isnt-a-bubble/cLPdD48REPD">predicted</a> the late-1990s market downturn, believes that today’s concerns may be misplaced. According to Clough, the present rally is supported by strong earnings, ample liquidity, and well-capitalized companies rather than pure speculation.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/btc-price-rebounds-to-91-000-after-1-billion-crypto-liquidation-wave/cLPVb54RE77">BTC Price Rebounds To $91,000 After $1 Billion Crypto Liquidation Wave</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 Commits $30 Billion To Expand Azure Capacity – Nvidia, Microsoft To Invest $15 Billion In The AI Startup

Anthropic and Nvidia stated they would collaborate on the design and fine-tuning of AI models to improve performance, efficiency, and cost. 

Anthropic (ANTHROPIC), an AI startup backed by Amazon (AMZN), announced on Wednesday that it plans to invest $50 billion in developing computing infrastructure and data centers across the U.S.<blockquote>“These sites will help us build more capable AI systems that can drive those breakthroughs, while creating American jobs."– Dario Amodei, co-founder and CEO, Anthropic</blockquote>On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> – which is not a publicly listed company – was in the ‘extremely bullish’ zone, accompanied by ‘high’ levels of chatter.<h2 class="st-heading-2">Anthropic’s Expansion Plans</h2>The AI startup said that the facilities will be custom-built for Anthropic, designed to optimize the company’s AI workloads and accelerate research and development. The plan targets major hubs in Texas and New York with long-term expansions expected. The project is expected to create roughly 800 permanent jobs and 2,400 construction positions, with facilities coming online throughout 2026.The company’s management stated that the investment aligns with the Trump administration’s AI Action Plan, which aims to maintain U.S. leadership in artificial intelligence and strengthen domestic technology infrastructure.“We’re getting closer to AI that can accelerate scientific discovery and help solve complex problems in ways that weren’t possible before,” said Dario Amodei, CEO and co-founder of Anthropic. “Realizing that potential requires infrastructure that can support continued development at the frontier.”<h2 class="st-heading-2">Anthropic Steps Up In AI Arms Race</h2>The investment positions Anthropic in direct competition with industry giants like OpenAI, Microsoft (MSFT), Google (GOOG) (GOOGL), and Meta Platforms (META), which have collectively invested hundreds of billions of dollars in AI compute capacity worldwide this year.However, the timing comes amid investor concerns over the capital intensity and long-term profitability of AI infrastructure, highlighted by recent market jitters around big tech spending on cloud and AI.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/openai-accuses-times-of-overreach-in-demand-for-20-million-private-chatgpt-chats/cLPICEhREde">OpenAI Accuses Times Of Overreach In Demand For 20 Million Private ChatGPT Conversations</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Anthropic Plans To Invest $50 Billion To Build Data Centers Across US

The AI startup said that the facilities will be custom-built for Anthropic, designed to optimize the company’s AI workloads and accelerate research and development. 

<ul class="summary-bullets"><li>Amazon-backed Anthropic is&nbsp;reportedly in talks with Google to secure cloud computing capacity.</li><li>Alphabet’s shares jump, while those of Amazon, whose AWS is the primary cloud vendor for Anthropic, drop.</li><li>The Anthropic-Google deal could be in tens of billions of dollars, Bloomberg reports.</li></ul> Amazon.com, Inc.-backed Anthropic is in discussions with Google to secure cloud computing capacity valued in the high tens of billions of dollars, according to a Bloomberg report, quoting anonymous sources.Alphabet’s shares jumped 2% in after-market trading on Tuesday following the report, while Amazon’s shares slipped 1%.&nbsp;<a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a>, the company behind the Claude AI bot, is a major player in the AI market dominated by OpenAI. It would be a significant customer for Google Cloud should the deal go through.For now, a large part of Anthropic’s cloud needs are met by Amazon Web Services. Amazon has invested about $8 billion in the San Francisco-based startup. Google, too, is an investor, having invested $3 billion.AWS, currently recovering from a major outage that took down the world’s biggest Interest services for most of Monday, is the largest cloud computing services firm in the world, followed by Microsoft’s Azure and Google Cloud.On Stocktwits, the retail sentiment was ‘bearish’ for&nbsp;<a href="https://stocktwits.com/symbol/AMZN">AMZN</a> and ‘extremely bullish’ for&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">GOOGL</a>, underscoring investor optimism that Google and its cloud offering could gain from AWS’s outage.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2025_10_22_at_7_14_59_AM_png_2787aed09f.webp" alt="Screenshot 2025-10-22 at 7.14.59 AM.png"><figcaption>AMZN sentiment and message volume as of October 21 | Source: Stocktwits</figcaption></figure><figure class="image"><img style="aspect-ratio:693/77;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_22_at_7_14_48_AM_png_af77d8b588.webp" alt="Screenshot 2025-10-22 at 7.14.48 AM.png" width="693" height="77"><figcaption>GOOGL sentiment and message volume as of October 21 | Source: Stocktwits</figcaption></figure>In September, Anthropic closed a $13 billion investment deal from investors including the Qatar Investment Authority (QIA), which tripled its valuation to $183 billion. A report earlier this month said that the company is now in talks with Abu Dhabi-based investment firm MGX for more funds.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Anthropic Eyes Multibillion Dollar Deal With Google For Cloud Capacity: Report

Alphabet’s shares jump, while those of Amazon, whose AWS is the primary cloud vendor for Anthropic, drop.

<ul class="summary-bullets"><li>10x Genomics is partnering with Anthropic to integrate its single cell and spatial biology analysis tools into Claude for Life Sciences.</li><li>Researchers can now perform advanced analytical tasks through conversational queries in plain English, reducing the need for computational expertise.&nbsp;</li></ul>10x Genomics Inc. (TXG) on Monday announced partnership with artificial intelligence company Anthropic to make its single-cell and spatial biology analysis tools accessible through natural language using Claude, Anthropic’s AI platform.&nbsp;The integration will connect 10x Genomics’ Cloud Analysis platform to Anthropic’s Claude for Life Sciences using the Model Context Protocol (MCP), a framework designed to link AI systems with specialized research tools.Following the collaboration,&nbsp;10x Genomics’ stock traded over 9% higher on Monday afternoon. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume improved to ‘normal’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:937/99;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_20_133011_png_50666f7d93.webp" alt="TXGs Sentiment Meter and Message Volume as of 01:20 p.m. ET on Oct. 20, 2025 | Source: Stocktwits" width="937" height="99"><figcaption>TXGs Sentiment Meter and Message Volume as of 01:20 p.m. ET on Oct. 20, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">How Will Claude Help Researchers?&nbsp;</h2>Until now, accessing 10x’s genomic analysis tools often required writing command-line code and working with powerful computing infrastructure. The Claude integration allows researchers to ask questions in plain English and receive results through the AI interface.&nbsp;<blockquote>"Through Claude for Life Sciences, tasks that traditionally required computational expertise, can now happen through natural conversation.”-Eric Kauderer-Abrams, Head of Life Sciences and Biology, Anthropic</blockquote>&nbsp;“When we enable human expertise and AI to work together across the scientific process—from hypothesis generation to data interpretation to publication—we can accelerate discovery and progress against disease," he said.<h2 class="st-heading-2">10x Genomics’ Motive</h2>10x Genomics helps academic, clinical, and biopharma researchers study complex biological systems with tools to support discoveries in fields like oncology, immunology, and neuroscience.The company is scheduled to report the third-quarter (Q3) earnings on November 6 and expects revenue to be in the range of $140 million to $144 million, against the analysts’ consensus estimate of $142.5 million, according to Fidcal AI data.&nbsp;10x Genomics’ stock has lost over 9% in 2025 and over 15% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-stock-hits-fresh-all-time-highs-on-i-phone-17-demand-momentum/ch66TekR3pb">Apple Stock Hits Fresh All-Time Highs On iPhone 17 Demand Momentum</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, 10x Genomics logo of an US biotechnology company is seen on a smartphone screen.

10x Genomics Partners With Anthropic To Bring AI Tools For Researchers

10x Genomics is partnering with Anthropic to integrate its single cell and spatial biology analysis tools into Claude for Life Sciences.

Anthropic has reportedly set a target of almost tripling its annualized revenue to $26 billion in 2026, up from its projected revenue of $9 billion in 2025.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/retail-consumer/anthropic-aims-nearly-triple-annualized-revenue-2026-sources-say-2025-10-15/">report</a> by Reuters citing people familiar with the matter, Anthropic is currently on track to meet its current goal of $9 billion in annualized revenue by the end of 2025. The AI startup stated that its annual revenue run rate is on track to reach $7 billion this month.The report added that Anthropic’s base case scenario for 2026’s annualized revenue is $20 billion, which would be more than twice its projected revenue for 2025.The AI startup counts Amazon.com Inc. (AMZN) and Alphabet Inc.’s (GOOG) (GOOGL) Google among its investors.<a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> is not listed publicly at the moment. Retail sentiment on Stocktwits around the AI startup was in the ‘bearish’ territory at the time of writing.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 Sonnet 4.5, with a focus on agentic tasks, real-world coding, and reasoning.The startup raised $13 billion in Series F funding at a post-money valuation of $183 billion. The fundraising round was led by ICONIQ, with Fidelity Management &amp; Research Company and Lightspeed Venture Partners being the co-leads. Other notable investors in the round included BlackRock, Blackstone, Coatue, D1 Capital Partners, and General Atlantic, among others.Meanwhile, Anthropic rival OpenAI’s valuation has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-valuation-soars-to-500-b-after-6-6-b-employee-stock-sale-to-thrive-soft-bank-others/chCr27GR3OQ">soared</a> to $500 billion after a $6.6 billion stock sale by the AI startup’s employees.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hims-hers-health-menopause-perimenopause-treatments-on-its-platform/ch6nUIVR3Nn">Hims &amp; Hers Health Brings Menopause, Perimenopause Treatments On Its Platform</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Anthropic Aims To Nearly Triple Its Annualized Revenue To $26 Billion In 2026: Report

According to a report by Reuters citing people familiar with the matter, Anthropic is on track to meet its current goal of $9 billion in annualized revenue by the end of 2025.

Alphabet Inc.’s (GOOG) (GOOGL) Google on Thursday launched Gemini Enterprise as it looks to take on similar offerings for businesses from rival Microsoft Corp.’s (MSFT) Copilot, and OpenAI’s ChatGPT Enterprise.Google’s Gemini Enterprise plan, which is aimed at large businesses, starts at $30 per user per month for the Standard and Plus plans. Gemini Business, which is aimed at startups and small businesses, costs $21 per user per month.<a href="https://stocktwits.com/symbol/GOOGL">Alphabet’s Class A shares</a> were down 0.1% in Thursday’s opening trade. Retail sentiment on Stocktwits around the company trended in the ‘bearish’ territory.Google has also introduced a new feature with Gemini Enterprise called Workbench, allowing users to coordinate AI agents for automating tasks. It also features a set of prebuilt Google agents that can perform tasks such as in-depth research on specific topics, according to the company.Enterprises will be able to connect Gemini Enterprise to their existing data sources, like Google Workspace, Microsoft 365, Salesforce, and SAP. “It’s about making entire workflows smarter by searching and finding information from all your enterprise documents, applications, email, and chat systems, and automating processes using agents with any of your enterprise applications,” Google Cloud CEO Thomas Kurian said.The firm stated that companies like Klarna Group Plc. (KLAR), and Mercedes-Benz are building Gemini models directly into their products. While Klarna is using tools like Gemini and Veo to create bespoke lookbooks for shoppers, Mercedes-Benz is using Gemini to power its virtual assistant to allow users to receive personalized answers for things like navigation and points of interest, the company said.Microsoft has a similar offering for enterprises, called 365 Copilot, which starts at $30 per user per month. OpenAI’s ChatGPT and Anthropic’s Claude also have an Enterprise tier, but the pricing is not publicly known.<a href="https://stocktwits.com/symbol/GOOGL">GOOGL stock</a> is up 29% year-to-date and 49% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coreweave-ceo-circular-investment-ai-infrastructure-demand/ch678PTR3K1">CoreWeave CEO Reportedly Dismisses 'Circular Investment' Concerns, Says Companies Are Buying AI Infra Because Of Demand</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration logo of 'Google' is seen on a mobile screen in front of 'Gemini' logo on a computer screen showing 'Gemini' logo in Ankara, Turkiye on July 2, 2025. 

Google Launches Gemini Enterprise As It Looks To Take On Microsoft’s Copilot, OpenAI

Google’s Gemini Enterprise plan, which is aimed at large businesses, starts at $30 per user per month for the Standard and Plus plans.

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