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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending heavily as investors speculate on a critical FDA regulatory decision regarding its sBLA submission, while widespread community excitement grows over the recent firing of FDA official Marty Makary. The community is actively discussing the potential for a massive short squeeze, with many stakeholders interpreting the news as a positive catalyst for future approvals and global expansion.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing a massive surge driven by a preliminary chip manufacturing agreement with Apple and strong community sentiment regarding the company's role in domestic AI infrastructure. Investors are actively debating the sustainability of this rapid valuation climb, with many bulls highlighting fundamental support from U.S. government backing while others express caution over the intense momentum and potential for a short-term pullback.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is experiencing a powerful momentum-driven breakout following strong earnings, a record-setting launch backlog, and a strategic acquisition that solidifies its position as a major space infrastructure provider. The community is actively debating the company's valuation against sector peers, with many traders focusing on the stock's significant move toward triple digits as a pivotal moment for its growth trajectory.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is seeing intense investor focus as it hits record valuations driven by an AI-fueled memory supercycle and unprecedented demand for high-bandwidth chips. The community is actively debating whether this parabolic move is a sustainable structural re-rating due to supply shortages or an overextended bubble prone to a sharp reversal.

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Direxion Daily Semiconductor Bear 3X Shares

Investors are intensely debating the sustainability of the semiconductor sector's parabolic rally, with many retail traders actively seeking to hedge or short the market using SOXS amid concerns of an AI-driven bubble. While some are doubling down on bearish positions, others warn that the market's current momentum and retail demand remain resilient, creating a volatile environment where traders are intensely focused on timing potential pullbacks.

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 generating significant buzz across the community, driven by a wave of activity surrounding various ecosystem meme coins and speculative trading. Traders are closely monitoring key breakout levels, with many expressing bullish sentiment regarding its potential for renewed upward momentum.

Rackspace Technology, Inc. engages in the provision of end-to-end multi-cloud technology services. The firm designs, builds and operates its customers’ cloud environments across technology platforms. It operates through the following segments: Multicloud Services and Apps & Cross Platform. The Multicloud Services segment includes public and private cloud managed services offerings, as well as professional services related to designing and building multicloud solutions and cloud-native applications. The Apps & Cross Platform segment includes managed applications, managed security and data services, as well as professional services related to designing and implementing application, security and data services. The company was founded on July 21, 2016 and is headquartered in San Antonio, TX.

Rackspace Technology Inc

Rackspace Technology is trending due to a massive surge in volume and retail interest following a new memorandum of understanding with AMD to develop governed enterprise AI cloud infrastructure. While bullish traders are eyeing a potential breakout and short squeeze, the community is actively debating the durability of this momentum versus concerns over the company's long-term debt and the non-binding nature of the partnership.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is rallying following a major partnership with NVIDIA, which includes a multi-billion dollar cloud services contract and a strategic equity-linked investment option at a premium price. The community is actively debating the stock's transition from bitcoin mining to AI infrastructure, with traders closely monitoring key support levels and analyst upgrades while others express skepticism regarding the company's earnings performance and potential dilution.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire Corp is trending as investors react to the company's recent earnings report, which highlighted significant revenue growth and a record-breaking contract backlog alongside increased net losses. The community remains divided, with bulls pointing to the company's long-term potential in space infrastructure and defense-tech, while bears express concern over ongoing share dilution and the impact of acquisition-related costs.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata is surging following record quarterly results that significantly exceeded market expectations, driven by strong AI data service revenue and new major Big Tech partnerships. The community is actively discussing a potential short squeeze, given the company's strong fundamentals and high short interest, while debating the sustainability of the current rally versus the possibility of a longer-term valuation re-rating.

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<ul class="summary-bullets"><li>OpenAI investor SoftBank Group has reportedly downsized plans for a $10 billion margin loan backed by its OpenAI stake, Bloomberg reported.</li><li>OpenAI is planning an initial public offering later this year, which would go head-to-head with Anthropic's.</li><li>Last month, Ark Invest said it picked up a $240 million stake in OpenAI through its funds ARKK, ARKF, and ARKW.</li></ul>Even as OpenAI faces strong competition from rival Anthropic, both are moving forward with plans for an initial public offering later this year, and investors and banks appear to be growing uneasy about OpenAI’s prospects, a new report on Friday said.Major OpenAI investor SoftBank Group has reportedly downsized plans for a $10 billion margin loan backed by its OpenAI stake after facing hesitation from some creditors, according to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-04-28/openai-linked-stocks-slump-on-report-of-startup-missing-targets">report</a> in Bloomberg, which cited people familiar with the matter.In separate discussions with potential lenders in recent weeks, the Japanese conglomerate has mentioned targeting an amount as low as $6 billion, according to the report.The shift comes after some investors who were pitched on the initial plan for $10 billion expressed concerns about the difficulty of reaching a valuation for an unlisted company like OpenAI, the report said.<h2 class="st-heading-2">OpenAI’s Woes</h2>The reported development serves as another significant negative development for OpenAI. Last month, the Wall Street Journal reported that it fell short of several monthly sales targets earlier in 2026 after rival Anthropic gained ground in the coding and enterprise markets, the Wall Street Journal reported in April.That report pressured shares of several OpenAI-linked companies, such as Oracle and CoreWeave, at the time.Earlier, reports said&nbsp;OpenAI CFO Sarah Friar internally&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-ipo-cfo-reportedly-flags-2026-timeline-as-aggressive-in-rift-with-ceo-sam-altman/cZJ4QUFRIoV">warned</a> that the company’s IPO timeline may be too aggressive, putting her at odds with CEO Sam Altman, who is pushing for a fourth-quarter listing.On the other hand, Anthropic more than doubled its annual revenue run-rate to $30 billion from $9 billion, it announced in February, and is now&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-is-chasing-a-trillion-dollar-valuation-like-space-x-to-vault-past-open-ai-report/cZX2OzQReXW">reportedly</a> in talks to raise fresh funding at $1trillion. If that deal goes through, it would Anthropic would become bigger than OpenAI, which was valued at $852 billion in March.<h2 class="st-heading-2">Retail Interest Builds In Pre-IPO AI Gaints</h2>Meanwhile, retail investors are already gaining exposure to these marquee pre-IPO tech names, such as OpenAI and Anthropic, through funds such as ARK Innovation (ARKK), Fundrise Innovation Fund (VCX), Destiny Tech100 (DXYZ), and KraneShares Artificial Intelligence &amp; Technology ETF (AGIX).Last month, Ark Invest said it picked up a $240 million stake in OpenAI through its funds ARK Innovation ETF (ARKK), ARK Fintech Innovation (ARKF) and ARK Next Generation Internet (ARKW).For updates and corrections, email newsroom[at]stocktwits[dot]com.

OpenAI CEO Sam Altman speaks during the BlackRock Infrastructure Summit on March 11, 2026 in Washington, DC. (Photo by Anna Moneymaker/Getty Images)

Another Reality Check For OpenAI? Major Investor SoftBank Reportedly Trims Debt Raise Backed By OpenAI Stake

Earlier, reports said OpenAI missed several internal targets for 2026 even as Anthropic’s revenue surged.

Equity

Earlier, reports said OpenAI missed several internal targets for 2026 even as Anthropic’s revenue surged.


<ul class="summary-bullets"><li>If the deal goes through, Anthropic would be only the second private company ever to hit the milestone.</li><li>Retail traders are eying exposure to Anthropic via funds such as KraneShares Artificial Intelligence &amp; Technology ETF (AGIX), Fundrise Innovation Fund (VCX), and ARK Venture Fund (ARKVX).</li><li>Anthropic is reportedly planning to IPO in the fourth quarter.</li></ul>AI startup Anthropic is evaluating raising tens of billions of dollars at an over $1 trillion valuation, The Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/a40cafcc-0fa4-4e70-9e24-90d826aea56d">reported</a> on Friday, citing people familiar with the matter.If the round goes through, it would make Anthropic only the second private firm ever to hit the milestone. SpaceX was reportedly valued at $1.25 trillion after it absorbed xAI in February. It would also cross its chief rival OpenAI, which was valued at $852 billion in March.Interest has built up in Anthropic in recent months, as every new AI tool it has launched has pressured the shares of enterprise software companies operating in the design and cybersecurity segments.&nbsp;Moves from Anthropic are also being closely watched by retail investors, who are buying exposure to the company’s stock through funds such as KraneShares Artificial Intelligence &amp; Technology ETF (AGIX), Fundrise Innovation Fund (VCX), ARK Venture Fund (ARKVX), and Destiny Tech100 (DXYZ).Meanwhile, the rivalry between Anthropic and OpenAI, both of which plan to go public towards the end of the year, has reached a fever pitch.&nbsp;OpenAI has been in the news for tweaking its agreement with early investor Microsoft and adding Amazon as a second major cloud computing vendor. Meanwhile, reports said OpenAI CFO Sarah Friar internally&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-ipo-cfo-reportedly-flags-2026-timeline-as-aggressive-in-rift-with-ceo-sam-altman/cZJ4QUFRIoV">warned</a> that the company’s IPO timeline may be too aggressive, putting her at odds with CEO Sam Altman, who is pushing for a fourth-quarter listing.Earlier this week, Anthropic&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-signs-computing-deal-with-space-x-to-meet-surging-claude-demand/cZQzLXFReOt">announced</a> a deal with SpaceX, wherein it would rent more than 300 megawatts of computing capacity from the latter’s Colossus 1 data center in Memphis, Tennessee.Last month, Ark Invest said it picked up a $240 million stake in OpenAI through its funds ARK Innovation ETF (ARKK), ARK Fintech Innovation (ARKF) and ARK Next Generation Internet (ARKW).Earlier this month, Alphabet said it would invest another $40 billion in the company – Google's stake could easily be worth over $100 billion when Anthropic goes public,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-s-google-may-be-sitting-on-a-234-b-gold-mine-and-space-x-anthropic-ip-os-could-unlock-it-this-year/cZBdcnVRIyS">according</a> to a Stocktwits calculation.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-stock-has-never-trailed-soxx-this-badly-in-years-why-ceo-jensen-huang-s-china-trip-with-trump-may-fix-that/cZX2O0OReXX">NVDA Stock Has Never Trailed SOXX This Badly In Years — Why CEO Jensen Huang's China Trip With Trump May Fix That</a>&nbsp;

Anthropic Co-founder and CEO Dario Amodei speaks on a panel on September 04, 2025 in San Francisco, California. (Photo by Chance Yeh/Getty Images for HubSpot)

Anthropic Is Chasing A Trillion-Dollar Valuation Like SpaceX To Vault Past OpenAI: Report

The rivalry between Anthropic and OpenAI, both targeting an IPO this year, is at a fever pitch.

<ul class="summary-bullets"><li>Musk’s announcement signals a deeper consolidation of his AI and space businesses.</li><li>SpaceX acquired xAI in February earlier this year in an all-stock transaction.&nbsp;</li><li>SpaceX’s AI roadmap centers on moving large-scale compute infrastructure off Earth entirely.</li></ul>Billionaire entrepreneur Elon Musk announced Wednesday that his artificial intelligence startup xAI will be dissolved as a standalone company and fully integrated into SpaceX, rebranding its AI efforts as SpaceXAI. &nbsp;The move, posted on X, comes hours after SpaceX and xAI revealed a major compute-sharing agreement with Anthropic. Under the deal, Anthropic will gain access to the capacity of SpaceX’s Colossus 1 supercomputer in Memphis — a cluster of more than 220,000 NVIDIA GPUs — to expand Claude Pro and Claude Max usage limits.Anthropic also expressed interest in partnering on “multiple gigawatts of orbital AI compute capacity,” citing the physical limits of terrestrial power, land, and cooling for next-generation AI systems.“xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX,” Musk said in a post on X.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2052105373621121284?s=20"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_06_171950_png_5e24dd46ac.webp" alt="Screenshot 2026-05-06 171950.png"></a><h2 class="st-heading-2">Consolidation Within Musk Empire</h2>Musk’s announcement signals a deeper consolidation of his AI and space businesses. SpaceX had already absorbed xAI in a formal acquisition earlier this year, but the new “SpaceXAI” framing underscores that all AI development will now operate directly under the SpaceX umbrella.SpaceX’s AI roadmap centers on moving large-scale compute infrastructure off Earth entirely. Musk and the company have repeatedly stated that space-based data centers — powered by near-constant solar energy and cooled in the vacuum of space — represent the only sustainable path to meet exploding AI energy demands.Key elements of the plan include deploying massive constellations of AI-capable satellites that function as orbiting supercomputers and using the Starship launch vehicle’s payload capacity to launch the heavy infrastructure required for orbital data centers. SpaceX’s long-term plans include lunar AI satellite factories and even broader solar-system-scale expansion to support Moon bases, Mars colonization, and eventual multi-planetary civilization.<h2 class="st-heading-2">Upcoming IPO</h2>The integration and orbital AI push come as SpaceX prepares for one of the largest initial public offerings in history. The company is targeting a mid-2026 IPO — possibly as early as June — with valuations discussed in the $1.75 trillion to $2 trillion range.On Stocktwits, retail sentiment around SPACEX trended in the ‘neutral’ territory, coupled with ‘low’ message volume.An X user wondered what the ticker for SpaceX would be after the rebrand and an IPO.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ThaoJennif66601/status/2052105507662688517?s=20"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_06_172635_png_7728b1d709.webp" alt="Screenshot 2026-05-06 172635.png"></a>Yet another opined that combining the two companies’ capabilities would “unlock some seriously powerful synergies.”<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Rooh_Ullah1/status/2052107789380866293?s=20"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_06_172743_png_14ada78088.webp" alt="Screenshot 2026-05-06 172743.png"></a>Some users also speculated what the combined company’s new logo will look like.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/AdamLowisz/status/2052106404605948286?s=20"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_06_171840_png_d99528081c.webp" alt="Screenshot 2026-05-06 171840.png"></a>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/gamestop-ceo-auctions-mug-hate-more-to-fund-ebay-takeover/cZQziakReOv">Cohen’s eBay Fire Sale: Gamestop CEO Auctions Mug, Hat and More To Fund eBay Takeover</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The SpaceX logo is displayed on a smartphone screen with the xAI logo in the background.

SpaceXAI Takes Off: Elon Musk Consolidates AI Empire Ahead Of Massive IPO

The move, posted on X, comes hours after SpaceX and xAI revealed a major compute-sharing agreement with Anthropic.

<ul class="summary-bullets"><li>Anthropic has increased usage limits for Claude Code and the Claude API.</li><li>SpaceX deal will provide Anthropic access to its data center in memphis knows as Colossus 1.&nbsp;</li><li>Deal terms yet to be disclosed.</li></ul>Anthropic announced on Wednesday that it has signed an agreement with Elon Musk’s SpaceX to strengthen computing capacity to meet the surging demand for its Claude artificial intelligence software.&nbsp;As a part of the deal, Anthropic will get access to more than 300 megawatts of computing capacity from a large SpaceX data center in Memphis known as Colossus 1, the companies said on Wednesday. Anthropic said the partnership would “substantially” increase its computing resources and enable it to raise usage limits for its AI products.Terms of the deal were not disclosed.Anthropic has seen a significant spike in demand for its AI solutions as more users adopt Claude to automate tasks. Claude currently boasts of monthly active users of around 19 million for its web version and over 7 million for its mobile version, and enjoys about 29% of the AI assistant market, which also includes Gemini, Copilot, and ChatGPT.&nbsp;Anthropic has also signed multi-billion-dollar deals with Amazon (AWS) and Google Cloud to ensure peak computing capacity.&nbsp;<h2 class="st-heading-2">Anthropic Raises Usage Limits&nbsp;</h2>Anthropic also raised the threshold for Clause usage limits in three different ways.&nbsp;First, it is doubling Claude Code’s five-hour rate limits for Pro, Max, Team, and seat-based Enterprise plans.&nbsp;Second, is removing the peak hours limit reduction, a policy Anthropic used to manage high traffic by lowering the number of prompts a user could send during busy times of the day, on Claude Code for Pro and Max accounts.&nbsp;Anthropic also announced it will raise its API rate limits considerably for Claude Opus models.<h2 class="st-heading-2">Anthropic and SpaceX Retail View</h2>Retail sentiment on Stocktwits was ‘bearish’ and message volumes were ‘low’ for Anthropic, while sentiment was ‘neutral’ for SpaceX.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Photo Illustration - Anthropic Launches Project Glasswing. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Anthropic Signs Computing Deal With SpaceX To Meet Surging Claude Demand

Anthropic will get access to more than 300 megawatts of computing capacity from a large SpaceX data center.

<ul class="summary-bullets"><li>Alphabet is also reportedly in discussions with private equity firm EQT AB.&nbsp;</li><li>The deal will give Google access to multiple companies to sell AI tools.</li><li>Move follows OpenAI and Anthropic’s own PE partnership deals.</li></ul>Google parent Alphabet (GOOGL) stock inched higher on Tuesday following reports that top Wall Street firms, Blackstone and KKR, were in talks with the firm to deploy Google’s AI models in the companies they own.Top private equity firms Blackstone and KKR are in talks with Alphabet to give the companies they own access to Google’s artificial intelligence models, Bloomberg reported, citing people familiar with the matter.&nbsp;Google shares have gained significant traction recently, with April&nbsp;being its best month since 2004, driven by strong quarterly earnings and robust expansion in its cloud business, which has also placed Alphabet on the verge of overtaking chip giant Nvidia to become the world's most valuable company.&nbsp;In addition to Blackstone and KKR, Alphabet is also in discussions with private equity firm EQT AB, according to a Bloomberg report. However, the report highlighted that the discussions aren’t exclusive, and there are no assurances they’ll lead to a deal.&nbsp;Several AI companies are partnering with Wall Street firms and entering into joint ventures to broaden and cultivate their future clientele.&nbsp;Earlier this week, OpenAI raised more than $4 billion from TPG, Brookfield Asset Management, Advent International, and Bain Capital for a firm aimed at helping businesses use its AI software.&nbsp;Shortly after that, Anthropic announced it was pairing up with Blackstone, Hellman &amp; Friedman, and Goldman Sachs Group to form a similar company.&nbsp;<h2 class="st-heading-2">The Private Equity And AI Relationship&nbsp;</h2>Several top private equity players like Blackstone and KKR have increased investments in data center operators, energy management companies, and memory stocks in a bid to increase their clout in the booming AI space.&nbsp;For instance, KKR in 2025 acquired a stake in energy firm AEP Transmission and invested in ST Telemedia Global Data Centers to secure the energy-heavy infrastructure needed for AI scaling.“A couple of years ago, private equity firms were waiting to see what was happening with AI and its impact, encouraging their portfolio companies to do trials around adoption,” Tanveer Kapadia, partner at Boston Consulting Group, told Bloomberg. “Now they are getting more actively involved.”&nbsp;&nbsp;<h2 class="st-heading-2">GOOGL Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘extremely bullish,’ and message volumes were ‘high.’&nbsp;The stock has gained 23.4% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Visitors explore the Google pavilion at the India-AI Impact Summit 2026 at Bharat Mandapam.

Top Wall St Firms Are Interested In Google's AI Suite: Report

Top private equity firms Blackstone and KKR are in talks with Google parent Alphabet for its AI suite.

<ul class="summary-bullets"><li>Partnerships meant to drive the deployment of OpenAI and Anthropic’s AI tools.</li><li>OpenAI to raise $4 billion at a $10 billion valuation for the JV named The Deployment Company.</li><li>Anthropic will raise $1.5 billion.&nbsp;</li></ul>ChatGPT’s OpenAI and Claud’s Anthropic are partnering with leading Wall Street financial institutions to better sell their AI tools and services and help companies integrate them more quickly and at scale.<a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> has raised $4 billion via a joint venture with TPG Inc., Brookfield Asset Management, Advent, and Bain Capital, Bloomberg reported.&nbsp;Simultaneously, <a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a>, in an official statement on Monday, announced the formation of a new AI services company along with its founding partners, including&nbsp;Blackstone, Goldman Sachs, and Hellman &amp; Friedman. The organization will work with mid-sized companies across sectors to bring Claude into their most important operations.&nbsp;The partnerships come on the back of massive AI spending highlighted in the quarterly financial reports of most chipmakers, data center operators, and memory chip designers, with spill-over effects across the entire AI spectrum.&nbsp;<h2 class="st-heading-2">Anthropic’s Partnerships&nbsp;</h2>Anthropic, Blackstone, and Hellman &amp; Friedman are anchoring the deal and are each expected to invest roughly $300 million, The Wall Street Journal reported, citing people familiar with the matter.&nbsp;Goldman Sachs will put around $150 million. General Atlantic, Leonard Green, Apollo Global Management, GIC, and Sequoia Capital are also involved. All told, about $1.5 billion is expected to be committed, according to the WSJ report.&nbsp;“Enterprise demand for Claude is significantly outpacing any single delivery model. Our partnerships with the world's leading systems integrators are central to how Claude reaches large enterprises,” said Krishna Rao, Chief Financial Officer of Anthropic.&nbsp;<h2 class="st-heading-2">OpenAI’s Partnerships&nbsp;</h2>OpenAI’s new venture is called The Deployment Company, according to a Bloomberg report. The fundraising values OpenAI’s new company at $10 billion, and will be majority-owned and controlled by OpenAI.&nbsp;Other partners include Dragoneer Investment Group and SoftBank Group Corp, as well as a mix of consulting firms.&nbsp;<h2 class="st-heading-2">OpenAI, Anthropic Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘extremely bullish’ with ‘extremely high’ message volumes for OpenAI, while the sentiment was ‘bearish’ with ‘low’ message volumes for Anthropic.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

OpenAI And Anthropic Partner With Wall St Firms To Better Sell Their AI Tools

Anthropic enters into a JV with  Blackstone Inc., Hellman & Friedman, and Goldman Sachs Group, while OpenAI partners with TPG, Brookfield Asset Management, and Bain Capital.

<ul class="summary-bullets"><li>Anthropic has been at the center of AI conversations among investors in recent months.</li><li>Anthropic and the PE investors will invest a total of $1.5 billion in the joint venture.</li><li>Retail traders are eying exposure to Anthropic via funds such as KraneShares Artificial Intelligence &amp; Technology ETF (AGIX), Fundrise Innovation Fund (VCX), and ARK Venture Fund (ARKVX).</li></ul>IPO-bound Anthropic is moving at a brisk pace.&nbsp;After reporting that its annual revenue run-rate more than doubled in a few months, reports of investors lining up funding, and hype around its Mythos AI model, Anthropic is reportedly nearing a new joint venture with marquee investors aimed at increasing adoption of its AI tools.The AI startup is forming the JV with Blackstone, Goldman Sachs and a handful of other Wall Street firms to sell AI tools to private-equity backed companies, The Wall Street Journal reported, citing people familiar with the matter. The deal could be announced on Monday, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/deals/anthropic-nears-1-5-billion-joint-venture-with-wall-street-firms-8f5448ee?mod=hp_lead_pos4">report</a>.Anthropic, Blackstone and Hellman &amp; Friedman are each expected to invest about $300 million, with Goldman Sachs adding roughly $150 million, alongside General Atlantic and others – bringing total commitments to around $1.5 billion.The investors aim to create a company that acts as a consulting arm for Anthropic and helps teach businesses how to incorporate AI across their operations.<a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> has been at the center of AI conversations among investors in recent months. Its product launches have triggered selloffs in software stocks – while partnership news has sparked rallies – as investors, particularly retail traders, closely track developments ahead of its planned IPO later this year.Several are already buying as the date nears, though funds such as KraneShares Artificial Intelligence &amp; Technology ETF (AGIX), Fundrise Innovation Fund (VCX), ARK Venture Fund (ARKVX), and Destiny Tech100 (DXYZ). Stocktwits recently published an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-s-ipo-said-to-be-coming-as-early-as-october-here-s-how-to-pick-up-a-stake-before-it-goes-public/cZ3uU4aRIlA">explainer</a> about how retail investors can indirectly invest in the company.One way to capture the potential upside is through investments in Alphabet and Amazon, which are major investors in Anthropic. Last week, Alphabet said it would invest another $40 billion in the company – Google's stake could be worth&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-s-google-may-be-sitting-on-a-234-b-gold-mine-and-space-x-anthropic-ip-os-could-unlock-it-this-year/cZBdcnVRIyS">easily</a> over $100 billion when Anthropic goes public, according to Stocktwits calculation.&nbsp;Last month, Anthropic&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-tops-open-ai-on-revenue-with-30-b-run-rate-while-space-x-plans-june-investor-roadshow-ahead-of-mega-ip-os/cZJJmVzRIpR">said</a> its annualized revenue rate had surged past $30 billion, more than tripling from $9 billion last year. Meanwhile, the government is&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/05/01/pentagon-anthropic-blacklist-mythos-michael.html">reviewing</a> its Mythos AI model, which reportedly has the capability to breach data encryptions.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nebius-eigen-ai-deal-microsoft-contract-update-draws-buzz-stock-gains-overnight/cZQMgIgRe7k">Nebius’ Eigen AI Deal, Microsoft Contract Update Draws Buzz; Stock Gains Overnight</a>&nbsp;

IPO-Bound Anthropic Is Reportedly Teaming Up With Blackstone, Goldman Sachs In $1.5B Joint Venture To Sell AI 

The JV aims to push Anthropic services to private-equity backed companies, The Wall Street Journal reported, adding that the deal could be formally announced on Monday.

<ul class="summary-bullets"><li>Michael added that Anthropic remains a supply chain risk, and different government departments have been given six months or more to transition away from the AI startup’s models, citing the complexity of the process.</li><li>He also stated that the Department of War is adopting open source AI models as an important new vector for the Pentagon.</li><li>Michael noted that the National Security Agency and the Department of Commerce are evaluating all frontier models, including Chinese ones, to understand the bleeding-edge capabilities of AI technology.</li></ul>The U.S. Department of War’s Chief Technology Officer, Emil Michael, reportedly stated on Friday that Anthropic remains blacklisted, while calling the startup’s Mythos AI model a separate “national security moment.”During an interview with CNBC, Michael stated that it is irresponsible to rely on a single partner for the Pentagon’s AI requirements, following their experience with Anthropic.“I think the Mythos issue that’s being dealt with government-wide, not just at Department War, is a separate national security moment where we have to make sure that our networks are hardened up, because that model has capabilities that are particular to finding cyber vulnerabilities and patching them,” Michael said.He added that Anthropic remains a supply chain risk, and different departments of the government have been given six months or more to transition away from the AI startup’s models, citing the complexity of the process.<a href="https://stocktwits.com/symbol/NVDA">Nvidia</a> and&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft shares</a> were up nearly 1% in Friday’s pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/AMZN">Amazon</a> and&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet’s Class A shares</a> were down nearly 1%.<h2 class="st-heading-2">Michael Warns Of Infiltration By Chinese Open Source Models</h2>Michael stated that the Department of War is adopting open source AI models as an important new vector for the Pentagon.“Chinese open source models have infiltrated a lot of different companies, and we want to have an American alternative to that,” he said.He also said that the National Security Agency and the Department of Commerce are evaluating all frontier models, including Chinese ones, to understand the bleeding-edge capabilities of AI technology.Michael added that, regarding protests by Google employees over the company’s Pentagon deal, fewer than 1% of Googlers have signed the letter. He praised Google leadership for standing its ground and striking a deal with the Pentagon.<h2 class="st-heading-2">Department Of War Strikes Deals With 7 Companies On AI</h2>The Department of War on Friday announced deals with a slew of companies, including Nvidia Corp. (NVDA), SpaceX, OpenAI, Microsoft Corp. (MSFT), Alphabet Inc.’s (GOOG, GOOGL) Google, Amazon.com Inc.’s (AMZN) AWS, and Reflection.“Access to a diverse suite of AI capabilities from across the resilient American technology stack will give warfighters the tools they need to act with confidence and safeguard the nation against any threat,” the Pentagon stated.Michael added that the DoW will take each model from these companies for its strengths and use it for the use cases it is best suited for.“Each of these models is trained on somewhat different data. If you look at Google, they have email, YouTube, Nest cameras, and they have different sorts of capabilities. They may all converge over time, but we’re going to use them in the right ways,” Michael said.He added that the department has already deployed xAI and OpenAI’s models and is benchmarking them against what they used previously.Pentagon&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pentagon-google-gemini-3-1-model-genai-mil-platform-anthropic-controversy/cZBNHZcRePm">integrated</a> Google’s latest Gemini 3.1 models onto its GenAI.mil platform earlier this week. It stated that more than 1.3 million personnel have used the platform so far, generating tens of millions of prompts and deploying hundreds of thousands of agents over five months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sandisk-2000-price-target-blockbuster-q3-long-term-customer-agreements/cZQV3SRReeB">SanDisk’s $2000 Price Target Call Turns Heads After Blockbuster Quarter – Long-Term Contracts Driving Bull Case</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. 

Pentagon CTO Calls Anthropic’s Mythos A ‘National Security Moment,’ Strikes AI Deals With Nvidia, SpaceX, Others

During an interview with CNBC, Emil Michael stated that it is irresponsible to rely on a single partner for the Pentagon’s AI requirements, following their experience with Anthropic.

<ul class="summary-bullets"><li>PANW stock jumped 1% in overnight trading.</li><li>Palo Alto said it is integrating the Anthropic security platform, powered by its flagship AI model, into a cybersecurity tool.</li><li>Stocktwits sentiment for PANW remained unchanged at ‘bearish.’&nbsp;</li></ul>Palo Alto Networks, Inc.’s shares rose 1% in overnight trading heading into Friday after the cybersecurity firm announced two AI-focused updates: an integration with Anthropic’s flagship model and plans to acquire AI gateway company Portkey.Palo Alto Networks’ Unit 42 Frontier AI Defense tool is integrating Anthropic’s Claude Security, powered by Anthropic’s flagship model Opus 4.7, to help customers detect and fix security threats faster using advanced AI, Palo Alto said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.paloaltonetworks.com/blog/2026/04/ai-driven-defense-anthropics-claude-opus/">blog post</a>.In a separate update, the company announced its intent to acquire Portkey. Incorporated in 2023, Portkey is an AI infrastructure company that offers a centralized control plane to manage and protect autonomous AI agents.The solution includes an AI gateway (a unified API), observability tools (for tracking usage/performance), guardrails (safety controls), and governance tools to manage and scale AI apps in production.“With Portkey, we are providing enterprises with visibility into all their agentic traffic, and enabling them to control and protect against agentic threats,” Palo Alto’s Chief Product and Technology Officer Lee Klarich said.&nbsp;Palo Alto did not&nbsp;reveal the financial terms of the deal, which it said would close in the fourth quarter.<h2 class="st-heading-2">Retail View On PANW</h2>The news had little impact&nbsp;on the retail sentiment. On Stocktwits, the sentiment reading for&nbsp;<a href="https://stocktwits.com/symbol/PANW">PANW</a> remained unchanged at ‘bearish,’ amid low message volume.“Cybersecurity is shifting from firewalls to agent management. $PANW is grabbing the lead here,” a trader&nbsp;<a href="https://stocktwits.com/StockMacroView/message/651944717">wrote</a>.“Trading at $179.32, down 1.2% today, but let's look at the bigger picture—the stock has been on a tear this April (+8%). Technically, we’re consolidating after a wedge breakout. If it flips $182 into support, the path to the highs looks clear,” they said.Last week, Palo Alto CEO Nikesh Arora shared his views on the software selloff. He&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palo-alto-ceo-calls-ai-led-software-selloff-paranoid-sees-big-buying-window-in-cybersecurity-and-infra-stocks/cZBWu5pReT1">said</a> the market has yet to clearly differentiate between software companies based on how AI will impact them, arguing that segments like analytical and creative software firms face the most disruption, while infrastructure software and cybersecurity players stand to benefit.As of their last close, <a href="https://stocktwits.com/symbol/PANW">PANW shares</a> are down 2.7% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/team-stock-rockets-after-hours-why-this-year-s-worst-nasdaq-100-performer-is-staging-a-dramatic-reversal/cZQNsymReIZ">TEAM Stock Rockets After-Hours: Why This Year’s Worst Nasdaq-100 Performer Is Staging A Dramatic Reversal</a>&nbsp;

The Palo Alto Networks logo is displayed on a mobile phone with a visual digital background in this photo illustration in Brussels, Belgium, on November 26, 2025.

PANW Stock Rises Overnight On Anthropic Integration, New AI Gateway Buy — But Retail Is Still Not Sold

Palo Alto Networks, Inc.’s shares rose 1% in overnight trading heading into Friday after the cybersecurity firm announced two AI-focused updates: an integration with Anthropic’s flagship model and plans to acquire AI gateway company Portkey.

Palo Alto is acquiring AI infrastructure company Portkey for an undisclosed sum.


<ul class="summary-bullets"><li>The S&amp;P index provider is also considering changes to profitability and liquidity requirements for large companies to become eligible for inclusion.</li><li>It is joining similar moves proposed by the Nasdaq and FTSE Russell earlier this year.</li><li>The move comes ahead of massive IPOs by SpaceX, OpenAI, and Anthropic, projected to raise over $240 billion combined.</li></ul>S&amp;P Dow Jones Indices announced on Thursday that it has launched a consultation on potential rule changes that could speed up the inclusion of mega-cap public listings into its flagship indexes, following similar moves by the Nasdaq and FTSE Russell.Among the most pertinent changes proposed, the rule change would halve the minimum required public listing period to become eligible for index listing, from the current 12 months to 6 months.The move comes ahead of initial public offerings (IPOs) by large companies like SpaceX, OpenAI, and Anthropic PBC, which are eyeing public listings later this year.<h2 class="st-heading-2">S&amp;P Inclusion Proposed Changes</h2>Apart from changes to the time period, the index provider is also considering changes to the profitability and liquidity requirements for large companies to become eligible for inclusion.As per the statement, the index provider is weighing the possibility that mega-cap companies may not meet the minimum investable weight factor eligibility requirement, which currently requires a public float of at least 10%.Additionally, companies that meet the mega-cap definition may be exempt from the financial viability criteria, meaning they could be included even if they do not post positive net income from operations.The consultation period is open until May 28, the index provider said, adding that if the changes are approved, the new rules are likely to take effect before the market opens on June 8, unless otherwise announced.<h2 class="st-heading-2">Nasdaq, Russell Changes</h2><a href="https://stocktwits.com/symbol/NDAQ">Nasdaq’s</a> overhaul to fast-track entry to the Nasdaq 100 index will take effect on May 1. The new inclusion rules will allow newly listed mega-cap companies to join the index after just 15 trading days, rather than waiting months.Meanwhile, FTSE Russell proposed shortening an IPO’s waiting period to five trading days. While the consultation wrapped up earlier this month, final changes are yet to be announced.<h2 class="st-heading-2">How Does It Impact Markets?</h2>Later this year, SpaceX, OpenAI, and Anthropic are poised for a massive IPO wave that is projected to raise over $240 billion combined, potentially reshaping market liquidity. SpaceX is targeting a valuation of more than $2 trillion, while both OpenAI and Anthropic are vying for listings at valuations over $1 trillion each.“This means when/if SpaceX IPOs, the company could be added to the S&amp;P 500 as soon as 6 months after it IPOs, potentially triggering hundreds of dollars billions of dollars of forced buying upon index inclusion,” said Tesla investor and influencer Sawyer Merritt in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/search?q=S%26P%20500&amp;src=typed_query&amp;f=live&amp;pf=on">post</a> on X about the proposed changes to the S&amp;P indexes.Meanwhile, U.S. stock indexes are soaring this month, with the S&amp;P 500 and Nasdaq Composite indexes <a href="https://stocktwits.com/news-articles/markets/equity/dow-sp500-nasdaq-futures-climb-on-tech-earnings-optimism/cZQNYHvReIi">posting record highs</a> on Thursday. The <a href="https://stocktwits.com/symbol/spy">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, climbed about 0.34% higher at the time of writing, while the <a href="https://stocktwits.com/symbol/qqq">Invesco QQQ Trust</a> (QQQ) and the <a href="https://stocktwits.com/symbol/dia">SPDR Dow Jones Industrial Average ETF Trust </a>(DIA) also rose in overnight trading.Retail sentiment around all three was in the ‘bullish’ territory at the time of writing.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone screen shows a sharply falling chart of the S&P 500 index against a blurred stock-market background on November 21, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

S&P Joins Nasdaq, Russell In Push To Speed Index Entry For Mega IPOs Ahead Of SpaceX, OpenAI Listings

The rule change would halve the minimum required public listing period to become eligible for index listing, from 12 months to 6 months.

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