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

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is trending as investors weigh potential earnings surprises against ongoing concerns regarding North American user growth and leadership direction. The community remains deeply divided, with some betting on a turnaround driven by cost-cutting and AR innovation, while others express frustration over historical performance and skepticism toward current management.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing heightened volatility and intense social media scrutiny as investors position themselves ahead of the upcoming earnings report, with community sentiment split between bulls anticipating a short squeeze due to high short interest and skeptics questioning the company's valuation and business model. The conversation is currently fueled by the recent launch of the OASYS agentic AI platform and institutional stake increases, which are being weighed against concerns over profit timelines and competitive pressure.

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 seeing significant momentum and bullish sentiment following the acquisition of Mirantis, a strategic move that provides a crucial software layer for its AI cloud infrastructure and positions the company to better compete with peers like Nebius. The stock is actively trending as investors monitor potential hyperscaler contract announcements ahead of upcoming earnings, with high call volume reflecting optimism that the company is successfully executing its pivot to a full-stack AI infrastructure provider.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is driving significant debate as it navigates volatility, with bulls highlighting the stock as a profitable machine characterized by exceptional margins and strong AI ad engine momentum, while skeptics point to a recent prospectus filing for a shelf offering as a potential catalyst for dilution. Investors are closely monitoring the stock's wide price swings and its ability to maintain growth, with many in the community debating whether the current price action is a temporary shakeout or a broader re-rating of software sector valuations.

Ernexa Therapeutics, Inc. engages in the provision of cell engineering therapies. It is involved in the development of mRNA cell engineering technologies to repair cellular dysfunction and treat a range of therapeutic indications. The company was founded in 1984 and is headquartered in Cambridge, MA.

Ernexa Therapeutics Inc.

Ernexa Therapeutics is trending due to significant attention surrounding its recent release of preclinical data on ERNA-101, which reported complete tumor clearance and long-term survival in ovarian cancer models. The community remains deeply divided, with some investors highlighting the potential of the MD Anderson collaboration and high short interest, while skeptics warn of potential dilution traps and the limitations of preclinical mouse studies.

Whirlpool Corp. engages in the manufacturing and marketing of home appliances. Its products include home laundry appliances, refrigerators and freezers, cooking appliances, home dishwashers, and room air-conditioning equipment, mixers, and portable household appliances. The firm's brands include Whirlpool, KitchenAid, Maytag, Consul, Brastemp, Amana, Bauknecht, JennAir, and Indesit. It operates through the following geographical segments: Major Domestic Appliances (MDA) North America, Major Domestic Appliances (MDA) Latin America, Small Domestic Appliances (SDA) Global, and Others. The company was founded by Emory Upton, Fred Upton, and Louis C. Upton on November 11, 1911 and is headquartered in Benton Harbor, MI.

Whirlpool Corp.

Whirlpool is facing severe selling pressure after providing a weak full-year earnings outlook and citing recession-level demand for appliances in North America. The community is actively debating the stock's long-term viability, with many pointing to the dividend suspension as a catalyst for forced institutional selling while contrarian traders scout for a potential bottom.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending as investors weigh strong interim Phase 3 efficacy data and Best-in-Class potential against recent price volatility, while the community remains hyper-focused on upcoming 52-week trial results. Sentiment is divided between long-term bulls highlighting scientific superiority and potential M&A activity, and skeptical traders debating the timing of institutional catalysts.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is surging following strong quarterly earnings that showcased a record $5.6 billion backlog and a doubling in year-to-date order intake, effectively signaling robust demand from hyperscalers and utility-scale projects. The community is actively debating the stock's momentum, with many highlighting potential short-squeeze dynamics and the long-term strategic value of its energy storage platform for AI-driven data centers.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Zevra Therapeutics is trending as the community highlights recent strong revenue growth and debt repayment, fueling speculation about an imminent acquisition by a larger pharmaceutical player. Investors are closely tracking near-term catalysts, including potential European regulatory approval and patent extensions, while actively debating the valuation disconnect compared to similar recent biotech sector deals.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is trending as investors gear up for the upcoming earnings report, with community sentiment deeply divided between long-term bulls betting on a turnaround under new leadership and bears skeptical of the broader real estate market. Discussion is dominated by debates over potential short squeezes, anticipation for new guidance on adjusted EBITDA, and theories regarding institutional positioning leading into the announcement.

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<ul class="summary-bullets"><li>Wood added&nbsp;255,804 Shopify shares across her exchange-traded funds portfolio.&nbsp;</li><li>In Q1, Shopify reported a 34% year-on-year increase in revenue to $3.17 billion.&nbsp;</li><li>The e-commerce company has delivered over 30% growth in the last four quarters.&nbsp;</li></ul>Cathie Wood’s ARK Invest ramped up its exposure in Shopify (SHOP), after carrying out a fresh wave of trades following the e-commerce company’s fiscal first-quarter (Q1) earnings.&nbsp;Woods made the purchase despite the stock tanking by more than 15% as a weak growth outlook dampened investors’ enthusiasm.&nbsp;<h2 class="st-heading-2">ARK’s Confidence In SHOP</h2>Wood added&nbsp;255,804 Shopify shares across the ARK Innovation ETF (ARKK), ARK Fintech Innovation ETF (ARKF), and ARK Next Generation Internet ETF (ARKW), representing a combined position&nbsp;potentially worth over $32.6 million.&nbsp;&nbsp;The latest purchases continue a recent trend, coming just a day after ARK added over 72,000 shares of the retail platform. These repeated buys show ARK still sees Shopify as an important part of its main investment strategy.In Q1, Shopify reported revenue of $3.17 billion, marking a 34% year-on-year increase and coming in above analysts’ expectations of $3.09 billion, according to Fiscal AI. Gross Merchandise Volume also grew strongly, rising to $100.74 billion from $74.75 billion in the same quarter last year.The company expects Q2 revenue to grow in the high-20% range YoY. It has still delivered over 30% growth for at least four straight quarters.<a href="https://stocktwits.com/symbol/SHOP">Shopify stock</a> edged 0.8% higher overnight, heading into Wednesday.&nbsp;<h2 class="st-heading-2">Jefferies Sees Short-Term Growth Concerns For SHOP</h2>On Tuesday, Jefferies analyst Samad Samana reduced the price target on Shopify to $140 from $150 while keeping a ‘Hold’ rating. The firm said that although the results were strong on an absolute basis, forward guidance points to slower growth due to tougher year-over-year comparisons, which could weigh on the stock in the short term.Separately, Piper Sandler analyst James Callahan also lowered his price target to $150 from $165, while maintaining an ‘Overweight’ rating.&nbsp;<h2 class="st-heading-2">What Are SHOP Retail Traders Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume increased 325% in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_05_235944_png_8c3b5a32e5.webp" alt="SHOP’s Sentiment Meter and Message Volume as of 23:45 p.m. ET on May. 5, 2026 | Source: Stocktwits" width="927" height="104"><figcaption>SHOP’s Sentiment Meter and Message Volume as of 23:45 p.m. ET on May. 5, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user&nbsp;<a href="https://stocktwits.com/ITradeOnceADay/message/652379938">said</a>, “Was a blowout quarter, nowhere does it highlight future growth will slow down. Firing on all cylinders!,” and added that “The street must have wanted it lower - only the panic sellers lose once this slingshots up in the upcoming days.”&nbsp;&nbsp;Another user&nbsp;<a href="https://stocktwits.com/StockGeez/message/652372934">said</a>, “At this price it's almost guaranteed to outperform the S&amp;P500 over the next [pick any from 1 to 10] years.”&nbsp;SHOP stock has declined by over 33% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pdyn-stock-slips-overnight-revenue-doubles-ceo-says-it-could-have-been-even-better/cZQyp4QRea2">PDYN Stock Slips Overnight Even As Revenue More Than Doubles: CEO Says It 'Could Have Been Even Better'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Shopify logo displays on a mobile phone with the Shopify icon in the background.

Cathie Wood’s ARK Invest Buys More Shopify Shares, Undeterred By Slower Growth Outlook 

Shopify (SHOP) company expects second-quarter revenue to grow in the 20% range compared to last year. 

Equity

The company expects second-quarter revenue to grow in the 20% range compared to last year. 


ETFs to Watch as HOOD Lags Q1 Earnings Amid Crypto Trading Slump

HOOD sinks 13% after weak Q1 on crypto slump, pushing investors toward ETFs like FINX to tap upside while limiting single-stock risk.

<ul class="summary-bullets"><li>Coinbase CEO Brian Armstrong said the firm is slashing 14% of its staff as it adjusts to market volatility and the increasing influence of AI on productivity.</li><li>The organization is reorganizing to fewer management levels and smaller, high-impact teams to be leaner and quicker.</li><li>The decision is forward-looking, Armstrong added, stating that laid-off employees would receive sixteen weeks of severance and assistance to help them transition.</li></ul>Coinbase (COIN) Chief Executive Officer Brian Armstrong announced on Tuesday that the company will cut about 14% of its workforce as it adjusts to market conditions and the rapid rise of artificial intelligence.&nbsp;Armstrong said&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/brian_armstrong/status/2051616759145185723">on X</a> to employees that the move comes as crypto markets remain volatile and AI is drastically changing productivity for technical and non-technical teams alike, acknowledging his decision might seem “sudden and harsh.”<figure class="image"><a class="st-link-external" href="https://x.com/brian_armstrong/status/2051616759145185723?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_05_at_7_59_51_AM_png_a0ee67b8d8.webp" alt="Screenshot 2026-05-05 at 7.59.51 AM.png" width="950" height="1356"></a><figcaption>Brian Armstrong on current Coinbase layoff. Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/brian_armstrong">@brian_armstrong</a>/x</figcaption></figure>Armstrong added that the layoffs were part of a broader effort to make Coinbase “emerge from this period leaner, faster, and more efficient for our next phase of growth,” emphasizing flatter organizational structures, fewer management layers, and a greater focus on small, high-impact teams.&nbsp;<h2 class="st-heading-2">Why Coinbase Is Flattening Its Organizational Structure?</h2>He explained that Coinbase is flattening its structure to speed up decision-making and decrease bureaucracy, with a maximum of five levels below the CEO/COO. He underlined that fewer levels will reduce coordination costs, enable smaller, high-context teams to move more quickly, and encourage leaders to take on larger responsibilities with more direct reports, resulting in a leaner, more efficient organization.The CEO stated that the decision was made proactively to prepare Coinbase for its next development phase, while also expressing faith in the future prospects for cryptocurrency, including stablecoins and tokenization. Acknowledging that the “business is still volatile from quarter to quarter,” he assured the firm is “well-positioned to weather any storm.” He defended the adjustments as required to retain speed and competitiveness at what he called an industry-wide tipping point.&nbsp;<h2 class="st-heading-2">Severance And Benefits: What Coinbase Employees Get</h2>Affected employees will receive severance packages, including a minimum of 16 weeks of base pay in the U.S., along with additional benefits and transition support. Armstrong acknowledged the impact of the cuts, thanking departing staff while reiterating Coinbase’s mission to build a more open financial system.<h2 class="st-heading-2">Previous Layoffs At COIN</h2>Coinbase has undergone several rounds of layoffs in the past, particularly during the 2022 to 2023 "crypto winter.” In 2022, the business cut around 1,200 workers in two waves: June and November. According to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2022/06/14/coinbase-lays-off-18percent-as-execs-prepare-for-recession-crypto-winter.html">reports,</a> these decisions were driven by over-hiring during the 2021 bull market, a dramatic drop in crypto prices, a 27% decline in revenue, economic fears, and rising labor costs.<a href="https://stocktwits.com/symbol/COIN">COIN stock</a> was up over 3% in pre-market trade. On Stocktwits, retail sentiment around COIN remained in the ‘neutral’ zone, while chatter rose to ‘high’ from ‘normal’ levels over the past day. JPMorgan (JPM) analyst Kenneth Worthington boosted Coinbase's price target to $290 from $252, maintaining an 'Overweight' rating on the stock. At the current price of $206, an upside of over 40%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coinbase-teams-up-with-kemet-to-power-everything-exchange-for-institutional-traders/cZQMCdzReJF">Coinbase Teams Up With Kemet To Power ‘Everything Exchange’ For Institutional Traders</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Coinbase CEO Brian Armstrong sits silently onstage during the 2025 New York Times Dealbook Summit at Jazz at Lincoln Center on December 03, 2025 in New York City. (Photo by Michael M. Santiago/Getty Images)

Coinbase Cuts 14% Of Workforce In A ‘Harsh’ Reset Amid AI Shift – CEO Says Firm Built To ‘Weather Any Storm’

Coinbase cuts jobs amid bear market, aiming for leaner teams and faster, high-impact operations

<ul class="summary-bullets"><li>Wood added 72,322 Shopify shares across her&nbsp;exchange-traded funds portfolio.&nbsp;</li><li>Shopify reports Q1 earnings on Tuesday as investors watch its AI impact.&nbsp;</li><li>Analysts expect Q1 revenue of $3.08 billion and earnings per share of $0.33.</li></ul>Cathie Wood’s ARK Invest bought Shopify (SHOP) shares through a sizable new purchase on Monday, ahead of the e-commerce platform’s first-quarter (Q1) earnings report.&nbsp;<a href="https://stocktwits.com/symbol/SHOP">Shopify stock</a> gained nearly 2% overnight, heading into Tuesday.&nbsp;<h2 class="st-heading-2">ARK’s E-Commerce Bet On SHOP&nbsp;</h2>Wood added 72,322 Shopify shares across the ARK Innovation ETF (ARKK), ARK Fintech Innovation ETF (ARKF), and ARK Next Generation Internet ETF (ARKW)&nbsp;exchange-traded funds, representing a combined position worth over $9.2 million.&nbsp;The buy shows that ARK is still focused on companies driving long-term growth in online shopping. Shopify, which helps businesses create and run online stores, remains a key holding in ARK’s funds.&nbsp;<h2 class="st-heading-2">Shopify’s Earnings Preview And AI Focus</h2>Shopify is set to release its fiscal Q1 earnings on Tuesday, with investors closely tracking how its expanding artificial intelligence tools are aiding its business model and growth trajectory.The company has increasingly identified itself as more than just an e-commerce platform, evolving into a technology-driven system that integrates artificial intelligence across merchant operations.&nbsp;This shift has heightened expectations for the upcoming results, as markets look for proof that AI adoption is translating into stronger customer engagement and revenue growth.For Q1, Shopify expects revenue to grow by a little over 30% compared to last year. Gross profit is projected to rise by the high 20% range. Operating expenses are expected to make up about 37% to 38% of revenue, while stock-based compensation is estimated at $140 million.&nbsp;Analysts expect Q1 revenue of $3.08 billion and earnings per share of $0.33, according to Fiscal AI data. Out of the 50 analysts covering the stock, 37 have rated the stock as either a “strong buy” or “buy”, as per Koyfin data.&nbsp;<h2 class="st-heading-2">What Are SHOP Retail Traders Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume increased 320% in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_05_011931_png_3ea45a691d.webp" alt="SHOP’s Sentiment Meter and Message Volume as of 01:00 a.m. ET on May. 5, 2026 | Source: Stocktwits" width="926" height="92"><figcaption>SHOP’s Sentiment Meter and Message Volume as of 01:00 a.m. ET on May. 5, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user&nbsp;<a href="https://stocktwits.com/Kahorinyc1/message/652229440">said</a> the company is “is evolving from e-commerce platform → AI-powered global commerce infrastructure,” and added that “Upcoming earnings will show if growth + AI monetization are still accelerating enough to justify the premium.&nbsp;Another user called Shopify a “Great company with consistent earnings.”&nbsp;<stembedurl>https://stocktwits.com/jalomb2002/message/652254638</stembedurl>SHOP stock has declined by over 20% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nclh-stock-begins-the-week-in-red-ceo-targets-cost-reduction-demand-slump/cZQwVPiReBc">NCLH Stock Begins The Week In Red: CEO Targets 15% Cost Reduction Amid Demand Slump</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

SHOP Stock Gains Overnight As Cathie Wood’s ARK Invest Loads Up On Shopify Ahead Of Earnings 

The move highlights ARK’s continued bet on long-term growth in digital commerce. 

<ul class="summary-bullets"><li>Cerebras is aiming for a valuation of $35 billion in the IPO.</li><li>Cerebras announced a three-year deal with OpenAI in January, and its size is now pegged as larger than previously indicated.</li><li>Some investors and observers have raised concerns about the growing number of circular deals in the AI space.</li></ul>OpenAI is spending over $20 billion for chips and compute from startup Cerebras Systems, double the among previously associated with the deal, The Information reported on Thursday, citing its sources.<a href="https://stocktwits.com/symbol/CBRS">Cerebras</a> is preparing to go public – its second attempt – and is expected to make public the IPO paperwork as early as Friday, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/briefings/cerebras-prepares-public-listing-eyes-35-billion-plus-valuation?rc=prcjzy">report</a>. The company is expected to raise more than $3 billion and is targeting a valuation upwards of $35 billion.The developments are being closely watched as AI data center buildouts accelerate, boosting the fortunes of server chipmakers and other component suppliers. OpenAI and AI chip giant Nvidia are also under scrutiny for what many see as circular deals—investment-cum-purchase partnerships—that help sustain demand for their services.OpenAI, which is itself preparing to go public this year, first announced a tie-up with Cerebras in January. The AI startup agreed to purchase 750 megawatts over three years,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/openai-buy-compute-capacity-startup-cerebras-around-10-billion-wsj-reports-2026-01-14/">reportedly</a> for $10 billion. Now, according to The Information’s reporting, the deal is pegged at between $20 billion and $30 billion and also involves OpenAI receiving warrants for up to 10% stake in the company.“Stock manipulation to help Cerebras price higher at IPO. Little if any money ever changes hands,” tech critic and writer of the Where's Your Ed At newsletter Ed Zitron&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/edzitron/status/2044965446122881235?s=20">said</a> on X.<h2 class="st-heading-2">What Does Cerebras Do?</h2>Founded in 2015, Cerebras builds specialized AI chips and supercomputers designed to train and run large AI models faster than traditional GPU setups, along with software and cloud services to support them.&nbsp;It positions itself as a simpler, high-speed alternative to Nvidia by using a single massive chip rather than many smaller ones. Recently, it has been expanding into AI cloud services, opening new data centers, partnering with big tech firms, and securing large compute deals.Cerebras first filed for a public listing in September 2024 and then decided to withdraw its plan and raise $1.1 billion privately in October of that year.<h2 class="st-heading-2">Retail Interest In OpenAI Ahead Of IPO</h2>OpenAI recently raised $122 billion, the largest equity funding round in history, and for the first time offered its stake to retail investors. In the round, about $3 billion was raised from individual investors and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-makes-240-m-bet-in-open-ai-s-mammoth-fundraise-as-ipo-looms/cZ7H03dRInm">$240 million</a> from Ark Investment Management’s funds,&nbsp;<a href="https://stocktwits.com/symbol/ARKK">ARK Innovation (ARKK)</a>,&nbsp;<a href="https://stocktwits.com/symbol/ARKF">ARK Fintech Innovation (ARKF)</a> and&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARK Next Generation Internet (ARKW)</a>.&nbsp;The Cathie Wood-run funds have become more popular of late due to their shareholding in marquee pre-IPO tech firms such as SpaceX and Anthropic.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-amd-msft-dell-stocks-rally-is-old-guard-of-big-tech-back-in-vogue/cZJUg2xRIxJ">INTC, AMD, MSFT, DELL Stocks Rally: Is Old Guard Of Big Tech Back In Vogue?</a>&nbsp;

In this photo illustration, the Cerebras Systems logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Chip Startup Cerebras Eyes $3B IPO Filing Today - What's The OpenAI Connection?

OpenAI is a major customer and now an investor in Cerebras, according to The Information.

<ul class="summary-bullets"><li>The company’s stock has gained despite a recent report from short-seller Carson Block that alleged that its profit for a specific period was fake.</li><li>Meanwhile, a Seeking Alpha report from earlier said that SoFi presented a compelling opportunity to buy on its steep correction.</li><li>According to data from Fiscal.ai, analysts expect the company to post quarterly revenues of $1.05 billion for Q1 2026, a growth of about 36% year-on-year.</li></ul>Shares of SoFi Technologies Inc. (SOFI) have jumped higher this week, gaining more than 15%, and gearing up for the best week since late November if the gains hold.The company’s stock has gained despite a recent <a href="https://stocktwits.com/news-articles/markets/equity/carson-block-sofi-enron-profits-fake/cZJ8T3rRIu1">report</a> from short-seller Carson Block that alleged that its profit for a specific period was fake, and even likened SoFi to bankrupt Enron.However, Wall Street and retail traders are bullish on the stock on its expanded digital assets offering, as well as optimism over its upcoming earnings results.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260416_035921164_png_0c09be5bf2.webp" alt="koyfin_20260416_035921164.png" width="2400" height="1240"><figcaption>SOGFI Stock Poised For Best Week Since November | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">What Is Wall Street Saying?</h2>Earlier on Wednesday, Argus initiated coverage of SoFi Technologies with a ‘Hold’ rating, according to TheFly.According to data from Koyfin, eight out of 24 analysts who cover SOFI stock have a ‘Buy’ rating, while 12 have a ‘Hold’ rating. Meanwhile, the company’s shares have a 12-month average price target of $23.52, indicating an upside potential of about 25.20% from its last close.Meanwhile, a Seeking Alpha <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://seekingalpha.com/article/4890848-sofi-this-fintech-leader-is-ready-to-rebound">report</a> from earlier in the day said that SoFi presented a compelling “buy-the-dip opportunity” on its steep correction, given its intact fundamentals and growth prospects.Earlier this month, Keefe Bruyette reiterated an ‘Underperform’ rating with a $20 price target on SoFi Technologies after it expanded its digital asset offerings with SoFi Big Business Banking, as per TheFly. Keefe also said that it was "impressed" with the initial list of participants, including top cryptocurrency companies and Mastercard. The analyst said that it believes SoFi is in a "unique position to connect infrastructure across traditional finance and digital assets as one of the first movers into the space among federally regulated banks."<h2 class="st-heading-2">What Is Retail Saying?</h2>On Stocktwits, retail sentiment around SOFI stock improved to ‘bullish’ from ‘neutral’ territory over the past 24 hours, even as message volumes stayed at ‘normal’ levels.One bullish user predicted that the company would post double-beats on its upcoming earnings report and also raise guidance beyond expectations.<stembedurl>https://stocktwits.com/DisMania/message/650408200</stembedurl>Another bullish user predicted that SOFI stock would soar to over $25 per share after earnings, indicating an upside potential of about 33%. The company is slated to report its first-quarter (Q1) 2026 results on April 29.<stembedurl>https://stocktwits.com/DowntownPJ/message/650405884</stembedurl><h2 class="st-heading-2">Earnings Expectations</h2>According to data from Fiscal.ai, analysts expect the company to post quarterly revenues of $1.05 billion for Q1 2026, a growth of about 36% year-on-year. Meanwhile, earnings are expected to come in at $0.12 per share, double of what SoFi posted in the corresponding quarter of 2025.Meanwhile, the company said that it expects to post revenue of about $1.04 billion in the upcoming quarter and adjusted net income of about $160 million or $0.12 per share.Over the medium term, the company said that it expects to deliver compounded annual growth in adjusted net revenue of at least 30% from 2025 to 2028.<a href="https://stocktwits.com/symbol/SOFI/">SOFI stock</a> has gained more than 71% in the past year. Meanwhile, the <a href="https://stocktwits.com/symbol/arkf">ARK Blockchain &amp; Fintech Innovation ETF</a> (ARKF), which invests in companies across the fintech innovation sectors, has surged more than 28% in the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/snap-stock-rallies-on-layoffs-updated-q1-outlook/cZJtmFWRIw8">SNAP Stock Rallies On Layoffs, Updated Q1 Outlook — What’s Wall Street Saying?</a>

In this photo illustration, the SoFi Technologies logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

SOFI Stock Heads For Best Week Since November — How Much More Upside Is Likely?

SoFi Technologies shares have a 12-month average price target of $23.52 from Wall Street analysts, according to data from Koyfin, indicating an upside potential of about 25.20% from its last close. 

<ul class="summary-bullets"><li>PLTR slid nearly 14% last week, its worst showing in a year.</li><li>Donald Trump praised Palantir’s technology for powering the U.S. defense capabilities.</li><li>Stocktwits sentiment for PLTR has improved to ‘extremely bullish.’</li></ul>Cathie Wood-led Ark Investment Management bought more shares of Palantir Technologies on&nbsp;Friday, as the stock capped its worst week in a year, even as President Donald Trump endorsed the AI data analytics firm for its role in U.S. defense.Wood’s ARK Invest acquired 85,485 shares of Palantir, valued at approximately $11.15 million, underscoring continued interest in the firm despite recent weakness. Notably, ARK reduced its position in Advanced Micro Devices, selling $10.5 million worth of stock in the latest series of trades.To be sure, Wood hasn’t been “bullish buy-only” on Palantir, but has been actively trading around the position, trimming into strength and adding on weakness.Ark made Friday’s Palantir trades on its&nbsp;<a href="https://stocktwits.com/symbol/ARKK">ARK Innovation ETF</a>,&nbsp;<a href="https://stocktwits.com/symbol/ARKQ">ARK Autonomous Technology &amp; Robotics ETF</a>,&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARK Next Generation Internet ETF</a>,&nbsp;<a href="https://stocktwits.com/symbol/ARKF">ARK Fintech Innovation ETF</a> and&nbsp;<a href="https://stocktwits.com/symbol/ARKX">ARK Space Exploration &amp; Innovation ETF</a> funds.&nbsp;<h2 class="st-heading-2">Trump Lauds Palantir</h2>Meanwhile, Trump lauded Palantir in a post to Truth Social on Friday. “Palantir Technologies (PLTR) has proven to have great war fighting capabilities and equipment,” Trump posted. “Just ask our enemies!!!”The U.S. military is reportedly utilizing Palantir’s Maven Smart System platform to identify targets in the Middle East, tied to strikes on Iran that began in late February. Palantir counts on the government, including the Pentagon and Immigration and Customs Enforcement, for more than half of its U.S. revenue, according to CNBC.As the conflict escalated, Palantir quickly became a key name on investors’ radar. However, the momentum reversed sharply last week, with PLTR tumbling nearly 14% – its worst performance in a year – as a temporary U.S.-Iran deal signaled a potential de-escalation of the war.&nbsp;The war is still not over, though. The U.S. said on Sunday that it would begin a blockade of ships entering or leaving the Strait of Hormuz, after U.S.-Iran ceasefire talks in Pakistan ended without an agreement, a development that would likely weigh on global markets as they open in the new week.<h2 class="st-heading-2">Retail View On PLTR Improves</h2>On Stocktwits, the retail sentiment for PLTR climbed higher and was ‘extremely bullish’ as of late Sunday. Still, traders remained deeply divided, with bulls pointing to the company's deepening entrenchment in critical government defense contracts, while bears question the sustainability of its premium valuation and the impact of the evolving AI landscape.“$PLTR If you haven’t figured it out by now, Trumps pltr tweet was a last chance “buy the dip” signal! It can’t get any clearer, people,” one&nbsp;<a href="https://stocktwits.com/Al_Bundy_007/message/650052343">said</a>.Another&nbsp;<a href="https://stocktwits.com/The_Fundamentalist/message/650072690">wrote</a>: “blowout earnings in 16 trading days. War is still going on. AI boom is still very much underway. Exponential growth. No debt. No close competition. CEO has Einstein hair.”Palantir has yet to set a date for its first-quarter results announcement. It typically happens in the first week of May.<h2 class="st-heading-2">Michael Burry Complicates PLTR Trade</h2>Palantir trades have been complicated by a short campaign from investor Michael Burry, a closely watched market voice best known for predicting and profiting from the 2008 financial crisis.Last week, he put out a questionable view that Palantir was losing software market share to Anthropic. He later&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-selloff-retail-traders-shrug-off-michael-burry-s-now-deleted-short-thesis-nhs-boost-adds-to-optimism/cZJgy3tRIr9">deleted those posts</a>.Burry is short on Palantir, a position he disclosed last September, and has repeatedly voiced concerns over the company’s business, including alleged inflated accounting and high spending on private jets by its chief executive, Alex Karp.With last week’s slide,&nbsp;<a href="https://stocktwits.com/symbol/PLTR">Palantir shares</a> are down 28% 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/san-disk-to-join-nasdaq-100-retail-traders-debate-whether-red-hot-rally-has-more-room-to-run/cZJFSB9RIM0">SanDisk To Join Nasdaq-100: Retail Traders Debate Whether Red-Hot Rally Has More Room To Run</a>&nbsp;

The Palantir logo is displayed on a mobile phone with a financial stock graph seen in the background. (Photo Illustration by Jonathan Raa/NurPhoto via Getty Images)

PLTR Stock's Worst Week In A Year Gets A Cathie Wood Buy Amid Trump Endorsement

After a series of sales, Wood picked up over $11 million worth of Palantir shares last week. ARK reduced its position in Advanced Micro Devices, selling $10.5 million worth of stock in the latest series of trades.

After a series of sales, Wood picked up over $11 million worth of Palantir shares last week.


<ul class="summary-bullets"><li>OpenAI on Tuesday announced that it raised $122 billion in equity financing – the largest investment round for any company.</li><li>The financing and stake sale of individual investors comes ahead of a potential initial public offerings, expected towards the end of the year.</li><li>Investors are increasingly eying exposure to marquee pre-IPO tech companies such as SpaceX and Anthropic, investing into funds that own them.</li></ul>Noted tech investor Cathie Wood has poured in $240 million as part of OpenAI’s mammoth $122 billion funding round – a significant development that opens the door for retail investors to gain exposure to the world’s leading AI company, which is also gearing up for an initial public offering.The investment is made from her three exchange traded funds ARK Innovation (ARKK), ARK Fintech Innovation (ARKF) and ARK Next Generation Internet (ARKW), according to ARK Invest disclosures.&nbsp;As a percentage of their total holdings, the OpenAI stake accounts for 3.1% for ARKK, and 3.0% for ARKW and ARKF. Wood had earlier invested a similar amount in OpenAI through her venture fund, the ARK Venture Fund.Separately, OpenAI said it secured over $3 billion investment as part of the round from individual investors – a first for the company.&nbsp;OpenAI is “broadening ownership and giving more people the opportunity to share in the upside economics of OpenAI and the AI era,” it said in the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://openai.com/index/accelerating-the-next-phase-ai/">blog post</a> announcing its fundraise on Tuesday.Although the ARK ETFs have declined in the recent months, with ARK Innovation ETF (ARKK) logged its worst quarter since early 2025, the OpenAI stake might increase their appeal.Investors are increasingly seeking exposure to marquee pre-IPO tech companies such as&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/how-to-buy-spacex-before-ipo-5-funds-owning-spacex/cZ3uVbqRIlL">SpaceX</a> and&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">Anthropic</a>, and are investing in funds that own them, Stocktwits has reported.&nbsp;Besides the ARK ETFs, KraneShares Artificial Intelligence &amp; Technology ETF (AGIX), Fundrise Innovation Fund (VCX), and Destiny Tech100 (DXYZ) are some of the funds that have seen significant interest among retail traders on Stocktwits of late.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nike-stock-tumbles-toward-9-year-low-retail-traders-shrug-off-soft-outlook/cZ7HhpHRInK">Nike Stock Tumbles Toward 9-Year Low: Retail Traders Shrug Off Soft Outlook To Scoop Up ‘Crazy Good Pricing’</a>

Cathie Wood, CEO & Chief Investment Officer of ARK Invest, speaks onstage during Day 2 of 2023 Invest Fest at Georgia World Congress Center on August 27, 2023 in Atlanta, Georgia. (Photo by Paras Griffin/Getty Images)

Cathie Wood Makes $240M Bet In OpenAI's Mammoth Fundraise As IPO Looms

OpenAI said it is broadening access to its equity to public investors through the ARK ETFs – and also separately raised $3 billion from individual investors.

<ul class="summary-bullets"><li>PayPay, which does not offer its services in the U.S., raised $879.8 million in its IPO.</li><li>BofA says the view on the U.S. fintech sector has improved recently.</li><li>Stocktwits sentiment for PAYP was ‘extremely bullish.’</li></ul>PayPay Corp.’s shares surged nearly 14% on their first day in the U.S. market, drawing&nbsp;heavy attention from retail traders on Stocktwits amid an improving sentiment for fintech companies.Shares of the Japanese payments app operator closed at $18.16 on the Nasdaq Global Select Market on Thursday. They were listed at $16 after the company’s $879.8 million initial public offering, the largest U.S. listing by a Japanese firm in a decade.On Stocktwits, retail sentiment for PAYP shifted to ‘extremely bullish’ from ‘bullish’ during the day, even as the stock moved 4% higher in overnight trading. Message volume for the ticker jumped 1,400%, while the watcher count rose 733% over the past 24 hours, signaling strong retail interest in PayPay.“$PAYPAY may be volatile at first, but the offering price is an excellent one, given that PayPay has already cornered huge market share of digital transactions in Japan, with plenty more roadway to advance on,”&nbsp;<a href="https://stocktwits.com/Q_TIPS/message/647323980">said</a> a user.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_13_at_11_41_16_AM_png_19ec9abe1d.webp" alt="Screenshot 2026-03-13 at 11.41.16 AM.png" width="700" height="87"><figcaption>PAYP sentiment and message volume as of March 13 | Source: Stocktwits</figcaption></figure>SoftBank-backed PayPay operates one of Japan’s largest mobile wallet apps, allowing users to make QR code payments, transfer money, and access financial services such as credit, insurance, and investments.&nbsp;It currently does not offer services to U.S. customers, but signaled plans to do so through a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://about.paypay.ne.jp/en/pr/20260212/01/?utm_source=chatgpt.com">partnership with Visa</a> announced last month. In PayPay’s IPO, SoftBank trimmed its stake in the company, while Abu Dhabi Investment Authority, Qatar Investment Authority, and Visa picked up shares.Meanwhile, analysts' views on digital financial services are improving. Earlier this week, Bank of America&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/affirm-stock-sees-retail-skepticism-even-as-bo-fa-reinstates-buy-calls-it-best-in-class-value-in-payments/cZdMCxqRI95">placed ‘Buy’ ratings</a> on six financial services companies, namely Visa, Mastercard, PayPal, Block, Affirm, and Klarna.The brokerage said it had a “broadly constructive” view based on steady growth in payment volume, rising digital commerce penetration, and improving cross-border trends.Lending further support to the stock, Cathie Wood’s ARK Investment Management bought 275,000 shares of PayPay worth about $4.4 million on Thursday through the&nbsp;<a href="https://stocktwits.com/symbol/ARKF">ARK Fintech Innovation ETF</a> (ARKF).PayPay’s IPO is the largest by a Japanese company since mobile messaging service Line Corp. raised $1.3 billion in a listing in Tokyo and New York in 2016, according to Bloomberg.Goldman Sachs, JPMorgan Chase, Mizuho, and Morgan Stanley managed PayPay’s offering.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-ceo-satya-nadella-salutes-shantanu-narayen-s-legendary-run-at-adobe-how-did-adbe-stock-do-under-him/cZdDbCZRIaQ">Microsoft CEO Satya Nadella Salutes Shantanu Narayen's 'Legendary' Run At Adobe: How Did ADBE Stock Do Under Him?</a>

PayPay logo is seen displayed on a smartphone screen. (Photo Illustration by Omar Marques/SOPA Images/LightRocket via Getty Images)

PayPay Stock Storms Nasdaq In Japan's Largest US Listing In A Decade: Cathie Wood's ARK, Retail Jump In

Japanese fintech major PayPay’s stock began trading on the Nasdaq Global Select Market on Thursday.

<ul class="summary-bullets"><li>Earlier on Friday, Chief Market Strategist at Futurum Equities Shay Boloor had named the company on top of the list of the most likely candidates for inclusion in the index in a post on X.&nbsp;</li><li>Meanwhile, Vertiv (VRT), Lumentum (LITE), Coherent (COHR), and EchoStar (SATS) will join the S&amp;P 500 from March 23.</li><li>In January, SoFi posted Q4 2025 results, with quarterly revenue crossing the $1 billion mark for the first time.</li></ul>Shares of SoFi Technologies Inc. slipped lower in extended-trading hours on Friday after the company missed an inclusion in the S&amp;P 500 index’s latest quarterly rebalance.SoFi Technologies (SOFI) was widely anticipated to be included in the benchmark index by Wall Street analysts and retailers alike. Earlier on Friday, Chief Market Strategist at Futurum Equities Shay Boloor had named the company on top of the list of the most likely candidates for inclusion in the index in a post on X.Meanwhile, Vertiv (VRT), Lumentum (LITE), Coherent (COHR), and EchoStar (SATS) will join the S&amp;P 500 from March 23, while Match Group (MTCH), Molina Healthcare (MOH), Lamb Weston (LW), and Paycom (PAYC) have been deleted.<h2 class="st-heading-2">What Does Retail Think?</h2>On Stocktwits, retail users debated the decision fervently, making SOFI stock the top-trending on the platform at the time of writing.One bullish user lamented the miss, saying the market could not have beat down on a better company.<stembedurl>https://stocktwits.com/MamuBamu/message/646866609</stembedurl>&nbsp;Another user espoused the need for patience, adding that a few more quarters of “blowout” earnings would seal the S&amp;P 500 inclusion deal.<stembedurl>https://stocktwits.com/Buy_SoFi/message/646868501</stembedurl>&nbsp;A third user said they were not worried about the miss, adding that the company would continue to grow. The user also predicted SOFI shares would reach $27 by June. Shares of SOFI were trading around $18.90 at the time of writing.<stembedurl>https://stocktwits.com/Buy_SoFi/message/646868501</stembedurl>&nbsp;Retail sentiment around <a href="https://stocktwits.com/symbol/SOFI">SOFI stock</a> remained in the ‘extremely bullish’ territory over the past 24 hours amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_07_at_4_50_48_AM_png_420446749f.webp" alt="Screenshot 2026-03-07 at 4.50.48 AM.png" width="1269" height="160"></figure><h2 class="st-heading-2">&nbsp;</h2><h2 class="st-heading-2">Strong Performance</h2>In January, SoFi posted fourth-quarter (Q4) 2025 <a href="https://stocktwits.com/news-articles/markets/equity/sofi-stock-rises-after-sofi-technologies-reports-1b-quarterly-revenue-first-time/cmySKHPR4ST">results</a>, with quarterly revenue crossing the $1 billion mark for the first time, ahead of Wall Street expectations. The company’s earnings also beat consensus estimates.Meanwhile, for the first quarter of 2026, analysts expect SoFi to post revenues of $1.05 billion, and adjusted earnings per share of $0.12, compared to the company’s forecast of $1.04 billion in revenue and adjusted EPS of $0.12.&nbsp;&nbsp;&nbsp;&nbsp;Shares of SOFI have declined more than 31% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of SoFi Technologies Inc.

SOFI Shares Slide After-Hours On Missed S&P 500 Inclusion — Retail Says ‘Market Can't Beat Down On A Better Company’

SoFi Technologies was widely anticipated to be included in the benchmark index by Wall Street analysts and retailers alike. 

ARK ETF Trust - ARK Blockchain & Fintech Innovation ETF

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Memory stocks have surged over the past year - is the run overdone or still early innings?

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