SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is currently trending as investors monitor its resilience amid macroeconomic volatility and ongoing debates surrounding the impact of potential tariff refunds on retail pricing. The community remains focused on Costco's defensive strengths, with frequent discussions centered on its robust membership renewal rates, traffic growth, and valuation relative to the broader consumer staples sector.

Algorand is a scalable, secure, and decentralized digital currency and smart contract platform. Its protocol uses a variation of Proof-of-Stake (PoS) called Pure PoS (PPoS) to secure the network and reach consensus on block production. Developers can build decentralized applications (dApps) using familiar programming languages, including Python, which Algorand supports natively. Its infrastructure enables various use cases, including payment systems, digital identity solutions, supply-chain tracking, and financial services. The protocol's architecture allows for tokenization of assets and the development of smart contracts, while its technical specifications support both retail users seeking basic transaction capabilities and enterprises requiring more, complex, blockchain solutions.

Algorand

Algorand is currently a focal point for the community due to renewed institutional interest, shifting ecosystem management, and ongoing discussions regarding its quantum-resistant technology. While some traders debate the asset's long-term viability following historic price volatility, active participants are heavily focused on potential regulatory catalysts and the ongoing expansion of its real-world asset (RWA) utility.

Avalo Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the treatment of immune dysregulation by developing therapies that target the LIGHT-signaling network. It also focuses on reducing LIGHT levels which can moderate immune dysregulation in many acute and chronic inflammatory disorders. The company was founded by Blake M. Paterson, Isaac Blech, Barbara S. Slusher, and Solomon H. Snyder on January 31, 2011 and is headquartered in Wayne, PA.

Avalo Therapeutics Inc

Avalo Therapeutics is generating significant investor interest driven by high trading volumes, active momentum in its clinical-stage pipeline, and multiple analyst endorsements from firms like Guggenheim and HC Wainwright. Community discussion is focused on the high-stakes Phase 2 LOTUS trial readout expected in 2026 and ongoing debates regarding the company's financial risk profile versus the potential upside of its immunology platform.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

Zebec Network is trending as the community speculates on a major upcoming partnership announcement, with many pointing to a connection with Stellar or a potential collaboration with Ripple/XRP at an upcoming industry event. Investors are actively debating the project's long-term utility in global payroll and real-world adoption, balancing high-conviction sentiment against skepticism regarding its price performance and market volatility.

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF is capturing investor attention as they rotate toward defensive, value-oriented positions amidst broader market volatility. The community is actively debating the fund's resilience, with many investors maintaining a long-term 'buy and hold' strategy despite recent stagnant performance, while others monitor the ETF's sector diversification and dividend growth potential as a reliable hedge.

Clene, Inc. is a clinical-stage biopharmaceutical company, which focuses on the discovery, development, and commercialization of novel clean-surfaced nanotechnology therapeutics. It offers a nanotechnology drug platform for the development of a new class of orally administered neurotherapeutic drugs. The company was founded in 2013 and is headquartered in Salt Lake City, UT.

Clene Inc

Clene Inc. is trending as the community eagerly awaits definitive biomarker data and regulatory updates regarding an accelerated approval pathway for its ALS candidate, CNM-Au8. Investors are closely monitoring upcoming conference presentations and regulatory milestones, balancing high-conviction long-term sentiment against volatility driven by short interest and recent insider selling activity.

BtcUSD is a completely decentralized stablecoin issued and managed by BTCFi, a platform where users can deposit Bitcoin of various formats to use as collaterals. BtcUSD offers Bitcoin holders the opportunity to generate additional yields with their Bitcoin positions through DeFi usage.

Bitcoin USD (BTCFi)

Bitcoin is experiencing heightened volatility and intense community debate as it tests critical support levels around 60k-65k, with traders closely monitoring technical formations like bear flags and head-and-shoulders patterns. While some bulls are looking for a reclaim of key resistance zones to trigger a long-term uptrend, many participants remain cautious, pointing to equity market weakness and potential liquidity risks that could lead to further downside tests.

The Internet Computer is a decentralized cloud blockchain designed to run applications, websites, and backend systems fully on-chain. Its architecture provides robust security, resilience, and built-in multi-chain support.  A key focus of the network is enabling a “self-writing cloud,” where AI tools allow users generate applications through natural-language instructions.  Developers and users can experiment with the platform using AI app-generation tools like caffeine.ai or by writing serverless code directly through online IDEs such as icp.ninja.  The ICP token is used to pay for computation (through a burn-based model) and to participate in network governance through staking.

Internet Computer

Internet Computer (ICP) is currently a focal point for the community due to major structural updates like Mission 70aimed at reducing token inflationand increasing adoption through sovereign subnets in regions like Switzerland and Pakistan. While some users remain skeptical due to historical volatility and the project's long-term performance, many community members are highlighting the real-world utility of platforms like Caffeine.ai and the growing number of canisters as indicators that the network's fundamentals are strengthening for a future recovery.

Provides investment banking, securities and asset management services

Goldman Sachs Group, Inc.

Goldman Sachs is capturing significant attention as the firm integrates advanced AI models to automate compliance roles, while simultaneously navigating heightened market scrutiny over its past ties to Jeffrey Epstein and recent leadership resignations. The stock is experiencing intense volatility as investors weigh these corporate headwinds against the firm's strategic expansion into private credit and asset management.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the B&W segment. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox (BW) is experiencing significant momentum following a major $2.4 billion power infrastructure contract, with community discussions largely focused on its role in providing essential energy solutions for AI data centers. The stock is a primary focal point for investors tracking related holdings like B. Riley (RILY) and Applied Digital (APLD), as participants debate the impact of institutional backing and the potential for a long-term valuation re-rating.

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Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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<ul class="summary-bullets"><li>Block said the AI narrative positions SoFi as “ground zero” for disruption in personal finance.</li><li>According to Block, SoFi’s “superpower” may lie less in innovation and more in its accounting practices.</li><li>SoFi had rejected Muddy Waters’ claims, calling the report a “fundamental lack of understanding” of its finances and operations.</li></ul>Carson Block, CEO of Muddy Waters Research, on Monday, raised fresh concerns about SoFi Technologies' (SOFI) loan accounting, while warning that AI-driven job losses could hit its core borrower base.&nbsp;In an interview with CNBC, Block raised questions about the company’s potential financial and structural risks.<h2 class="st-heading-2">AI Risk: ‘Ground Zero’ For Borrower Disruption</h2><blockquote>Block warns that SoFi’s primary customer demographic, high earners who are not yet wealthy, or “HENRYs”, faces potential displacement by AI. He estimates that AI could replace up to 15% of knowledge workers in the near term, a trend that would directly affect SoFi’s borrowers and their ability to repay loans. This positions SoFi as “ground zero” for AI-related disruption in personal finance. “When you are going to have businesses that are able to significantly underprice their competitors its going to force everybody to adopt. SoFi is probably ground zero for this disruption because so many of its customers fit that high-earning not rich yet, demographic that’s going to be nailed by AI displacement.”-Carson Block, CEO, Muddy Waters Research</blockquote><a href="https://stocktwits.com/symbol/SOFI">SoFi Technologies' stock</a> traded over 2% higher on Monday morning.&nbsp;<h2 class="st-heading-2">Under Scrutiny: Financial Engineering Allegations</h2>According to Block, SoFi’s “superpower” may lie less in innovation and more in its accounting practices. Block pointed to instances where borrowed funds are reported as loan sales, including a highlighted transaction involving $312 million.&nbsp;The short-seller report had identified irregularities in SoFi’s loan charge-offs. Muddy Waters alleges that loans are sold just before they would be officially charged off, keeping reported charge-off rates artificially low at around 4%.&nbsp;SoFi has pushed back against Muddy Waters’ claims, saying the report demonstrates “a fundamental lack of understanding” of its financial disclosures and operations.The company added that its accounts comply with U.S. GAAP and SEC standards, are backed by established internal controls, and said it is considering legal options in response to what it called a “factually inaccurate and misleading report.”<h2 class="st-heading-2">How Did Stocktwits Users React?&nbsp;</h2>However, on Stocktwits, retail sentiment around SoFi remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_23_110209_png_1d10af63e1.webp" alt="SOFI’s Sentiment Meter and Message Volume as of 10:50 a.m. ET on Mar. 23, 2026 | Source: Stocktwits" width="929" height="96"><figcaption>SOFI’s Sentiment Meter and Message Volume as of 10:50 a.m. ET on Mar. 23, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user expressed confidence in the company’s CEO,&nbsp;Anthony Noto.<stembedurl>https://stocktwits.com/GreenbagsformallyFBoatO/message/648280488</stembedurl>SOFI stock has declined by over 33% year-to-date.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ondas-acquires-world-view-raises-2026-outlook-on-surging-defense-demand/cZ3mQnRRI0K">Ondas Acquires World View, Raises 2026 Outlook On Surging Defense Demand</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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 In Spotlight: Muddy Waters CEO Flags Bigger Threat — Says AI Could Hit Its Core Borrowers

Carson Block warned AI could displace up to 15% of knowledge workers, putting SoFi’s customers at risk and vulnerable to loan repayment pressures.

Is SoFi Built For An AI Shock? Muddy Waters CEO Says It’s ‘Probably Ground Zero’

Equity

Carson Block warned AI could displace up to 15% of knowledge workers, putting SoFi’s customers at risk and vulnerable to loan repayment pressures.


<ul class="summary-bullets"><li>Boloor criticized the S&amp;P 500 Committee for adding SMCI to the index, which saw a dramatic drop of approximately 80% since the addition.&nbsp;</li><li>Super Micro Computer’s officials were accused of unlawfully redirecting advanced U.S. AI servers to China in breach of export control regulations.</li><li>SoFi is the first nationally chartered bank to offer crypto trading to customers.</li></ul>Shay Boloor, chief market strategist at Futrum Equities, on Friday weighed in on the recent S&amp;P 500 index additions, highlighting what he sees as a misstep involving Super Micro Computer Inc. (SMCI) and recommending a potential replacement with SoFi Technologies Inc. (SOFI).In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/StockSavvyShay/status/2035005282699632785">post</a> on X, Boloor criticized the S&amp;P 500 Committee for adding SMCI to the index.Boloor’s comments come as the Justice Department unsealed charges against Super Micro Computer officials accused of unlawfully redirecting advanced U.S. AI servers to China in breach of export control regulations. Super Micro Computer joined the S&amp;P 500 index in March 2024.&nbsp;<h2 class="st-heading-2">SoFi Positioned For Growth</h2>Boloor suggested the committee could swap SMCI for SoFi Technologies, a fintech company boasting a banking license, 13.7 million members, and a projected compound annual growth rate (CAGR) of at least 30% through 2028.SoFi is the first nationally chartered bank to offer crypto trading to customers, and it has also introduced its own stablecoin, SoFiUSD.<a href="https://stocktwits.com/symbol/SOFI">SoFi Technologies' stock</a> edged 0.1% higher on Friday. On Stockwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_20_112931_png_48dba9e475.webp" alt="SOFI’s Sentiment Meter and Message Volume as of 11:15 a.m. ET on Mar. 20, 2026 | Source: Stocktwits" width="936" height="99"><figcaption>SOFI’s Sentiment Meter and Message Volume as of 11:15 a.m. ET on Mar. 20, 2026 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user called the stock “retail favourite”.&nbsp;<stembedurl>https://stocktwits.com/ChrMorr/message/648099255</stembedurl>Another user highlighted the stock’s strength versus the overall market on Friday.<stembedurl>https://stocktwits.com/PicoPies/message/648097907</stembedurl>SoFi CEO Increases Stake Following Short Seller CallOn Tuesday, SoFi’s filing showed that CEO&nbsp;Anthony Noto purchased 28,900 shares at a weighted average price of about $17 per share. Following the transaction, Noto owned 11.7 million shares of the company.However, Muddy Waters Research disclosed a short position in SoFi, alleging the fintech company understated its liabilities by at least $312 million in unreported debt.SOFI stock has declined by over 34% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sls-stock-in-focus-as-alliance-global-sees-upside-following-aml-trial-updates/cZ3Xu2ORILo">SLS Stock In Focus As Alliance Global Sees 92% Upside Following AML Trial Updates</a>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.

Shay Boloor Urges SOFI’s Inclusion In S&P 500 Index After Super Micro's Smuggling Misadventure

The market strategist highlighted SoFi’s banking license, 13.7 million users, and projected 30% annual growth through 2028.

<ul class="summary-bullets"><li>While Q4 revenue increased almost 40% from the previous year, losses widened to $140.8 million from $27 million.&nbsp;</li><li>For the full year, Gemini posted a loss of $585 million, which included unrealized losses on its crypto holdings.</li><li>In a letter to shareholders, the Winklevoss twins said they were not ‘dispirited’ by GEMI’s stock performance and that they welcome feedback.</li></ul>Shares of Gemini Station Space (GEMI) gained in early morning trade on Friday despite missing fourth quarter earnings estimates after the company reported the highest quarterly revenue it has seen in three years.<a href="https://stocktwits.com/symbol/GEMI/">GEMI’s stock</a> rose as much as 6% in pre-market trade, but retail sentiment on Stocktwits around the cryptocurrency exchange remained in ‘bearish’ territory over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_20_064027_png_ee07076c29.webp" alt="Screenshot 2026-03-20 064027.png" width="1254" height="135"><figcaption>GEMI retail sentiment and message volume on March 20 as of 6:30 a.m. ET | Source: Stocktwits</figcaption></figure>Led by the Winklevoss twins, Tyler and Cameron Winklevoss, Gemini reported a loss of $1.22 per share in the fourth quarter (Q4), higher than the estimated loss of $0.96 per share, according to Koyfin data. Revenue came in at $52 million, beating Wall Street’s average estimate of $47 million.&nbsp;While Q4 revenue increased almost 40% from the previous year, losses widened to $140.8 million from $27 million. For the full year, Gemini posted a loss of $585 million, which included unrealized losses on its crypto holdings.<h2 class="st-heading-2">Shareholders Are Not Happy With GEMI Stock Performance</h2>Gemini’s earnings come just a day after shareholders filed a class-action lawsuit against the company and the Winklevoss twins, accusing it of fraud. According to the <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.courtlistener.com/docket/72513480/1/methvin-v-gemini-space-station-inc/">filing</a>, the shareholders said that they were not clearly informed about Gemini’s business prospects and that the stock has taken a hit due to the company’s decision to pivot strategy, cut jobs, and let go of senior executives.Gemini was among the slew of cryptocurrency companies that went public in 2025 near the peak of the bull market. Debuting in September last year, GEMI’s stock is down over 80% since its IPO.In addition to facing a crypto winter, Gemini added prediction markets to its docket and announced last month that it would be cutting 25% of its workforce. It also said that its chief executive officer, chief financial officer, and chief legal officer were “parting ways.” According to the lawsuit, these decisions have weighed on GEMI’s stock, and the “abrupt corporate pivot” was not disclosed to shareholders.&nbsp;<h2 class="st-heading-2">Winklevoss Twins Are Not ‘Dispirited’&nbsp;</h2>In a letter to shareholders, the Winklevoss twins disclosed that Gemini’s workforce has shrunk by nearly 30% since the start of 2026. “In addition to reducing the size of our workforce, we have reduced the areas in which we operate by exiting the UK, EU, and Australian markets,” they wrote. “We expect this will help reduce our total expenses in line with our headcount reduction and meaningfully accelerate our path to profitability, even in the backdrop of the current crypto market.”Noting the GEMI stock’s drop over the last 6 months, the twins said they were not “dispirited,” but motivated to build better. “While it’s never fun to see your stock drop, we love the feedback loop. It forces us to confront what is working and what is not working.”Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/fed-s-higher-for-longer-rate-stance-could-put-bitcoin-rally-at-risk/cZ37jxuRIWT">Fed’s ‘Higher-For-Longer’ Rate Stance Could Put Bitcoin Rally At Risk, Analysts Say</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cameron Winklevoss and Tyler Winklevoss at The Costume Institute Benefit celebrating the opening of Rei Kawakubo at The Metropolitan Museum of Art, New York, USA on 01 May 2017. (Photo by Clint Spaulding/Penske Media via Getty Images)

GEMI Stock Gains After Company Hits 3-Year Revenue High Despite Lawsuit, Layoffs And Earnings Miss

Gemini Space Station’s earnings came after the shareholders filed a class-action lawsuit against the company over its “abrupt corporate pivot” to prediction markets, changes in leadership, and sudden layoffs. 

Cryptocurrency

<ul class="summary-bullets"><li>DLocal said that it expects FY26 TPV to increase by up to 60% and gross profit to rise in the range of 22.5% – 27.5% compared to 2025.&nbsp;</li><li>DLocal’s Q4 revenues amounted to $337.9 million, up 65% year-over-year.</li><li>The company said that the board authorized a new share repurchase program to purchase up to $300 million of Class A common shares.&nbsp;</li></ul>Shares of dLocal (<a href="https://stocktwits.com/symbol/DLO">DLO</a>) jumped 5% during extended hours of trading on Wednesday after it reported&nbsp;a jump in its fourth-quarter (Q4) revenue as payments volume hit record during the quarter.&nbsp;DLocal’s Q4 revenues amounted to $337.9 million, up 65% year-over-year compared to $204.5 million in the fourth quarter of 2024. It also sailed past analyst expectations of $296.3 million, according to Stocktwits.&nbsp;The company's&nbsp;net income for Q4 2025 was $55.6 million, or $0.18 per diluted share, up 87% compared to a profit of $29.7 million, or $0.10 per diluted share, for the fourth quarter of 2024.&nbsp;“2025 was a year of exceptional execution, one that proved the strength of our business as we continue to build a world-leading financial infrastructure platform for emerging markets. Our flywheel is accelerating: high growth in a massive and expanding TAM, strong customer loyalty and retention, a growing capacity to innovate, and an asset-light, high-cash-conversion financial model,” said Pedro Arnt, CEO of dLocal.DLO’s Total Payment Volume (TPV) reached a record $13.1 billion in the quarter, up 70% year-over-year compared to $7.7 billion in the fourth quarter of 2024.&nbsp;<h2 class="st-heading-2">Outlook And Buyback</h2>DLocal said that it expects FY26 TPV to increase by up to 60% and gross profit to rise in the range of 22.5% – 27.5% compared to 2025.&nbsp;The company said that the&nbsp;board authorized a new share repurchase program to purchase up to $300 million of Class A common shares, expiring at the earliest of March 2027 or upon reaching the repurchase limit.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around DLO stock trended in the ‘bullish’ territory amid ‘normal’ message volume.Shares in the company fell nearly 20% so far in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

dLocal said that the board authorized a new share repurchase program to purchase up to $300 million of Class A common shares. 

Why Did DLO Stock Jump After-Hours Today?

DLO’s Total Payment Volume reached a record $13.1 billion in the fourth quarter, up 70% year-over-year. 

<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.

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. 

<ul class="summary-bullets"><li>The company reported a total revenue jump of 50% year-over-year to $165.2 million.&nbsp;</li><li>This was helped by a 56% rise year-over-year in trading-related revenue.&nbsp;</li><li>Webull’s customer assets totaled $24.6 billion, an all-time high, representing 81% year-over-year growth, driven by market recovery and strong net deposits.&nbsp;</li></ul>Webull shares fell in extended hours of trading on Wednesday after it posted a fourth-quarter (Q4) profit that missed analyst estimates.&nbsp;The company posted net income per ordinary share of $0.01, below Wall Street estimates of $0.05 per share as per data from Fiscal.ai.&nbsp;Adjusted net income decreased to $14.6 million for the quarter, compared to $15.0 million for the prior year comparative quarter.Shares in the company were down 2.3% at the time of writing.&nbsp;<h2 class="st-heading-2">Earnings Snapshot</h2>The company reported a total revenue jump of 50% year-over-year to $165.2 million. It was helped by a 56% rise in trading-related revenue year-over-year.Webull launched corporate bond trading for U.S. customers in Q4, building on its previous rollout of U.S. government bond trading, which has enabled further user portfolio diversification.It also entered into a partnership with Meritz Financial Group to offer South Korean investors access to U.S. equity markets.&nbsp;"We reported another quarter of strong financial performance, particularly in our equities and options businesses, which contributed to a significant full-year revenue increase," said H.C. Wang, Chief Financial Officer of Webull. "We're seeing robust returns on our strategic investment in marketing, innovation and addressable market expansion and are confident that we are positioning Webull to deliver lasting shareholder value."<h2 class="st-heading-2">Customer Assets At All-Time High</h2>Webull’s customer assets totaled $24.6 billion, an all-time high, representing 81% year-over-year growth, driven by market recovery and strong net deposits, which grew 225% year-over-year.&nbsp;Its registered users increased 15% year-over-year to 26.8 million users and funded accounts increased to 5.0 million, representing 8% year-over-year growth.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around BULL stock trended in ‘extremely bullish’&nbsp;territory amid ‘extremely high’ message volume.&nbsp;One bullish user praised the earnings and called the stock undervalued.&nbsp;<stembedurl>https://stocktwits.com/Prepthebull/message/646619291</stembedurl>Shares in the company have fallen nearly 25% year-to-date.&nbsp;

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

Webull Stock Falls As Q4 Profit Miss Disappoints Traders

The company posted net income per ordinary share of $0.01 that was below Wall Street estimates of $0.05 per share as per data from Fiscal.ai. 

<ul class="summary-bullets"><li>Under the agreement, businesses will be able to design AI agents using Anthropic’s Claude on the Intuit platform.</li><li>Entrepreneurs can generate invoices, track payments, and estimate taxes directly through Claude.</li><li>Intuit’s tools will be integrated into Anthropic products, providing users with real-time financial insights.</li></ul>Intuit Inc. (INTU) and Anthropic, the AI company behind the Claude AI model, have entered into a multi-year collaboration to bring highly tailored AI agents to mid-market companies and consumers.&nbsp;The partnership aims to integrate advanced AI capabilities into Intuit’s suite of financial and business tools, creating solutions that simplify workflows and improve decision-making.<h2 class="st-heading-2">Custom AI Agents For Industry-Specific Needs</h2>Under the agreement, businesses will be able to design AI agents using Anthropic’s Claude Agent SDK directly on the Intuit platform. These agents will operate securely and use Intuit’s proprietary financial and accounting data.This integration will allow Claude users to access TurboTax, Credit Karma, QuickBooks, and Mailchimp functionality from within Anthropic’s ecosystem.Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/INTU">Intuit's stock</a> traded over 6% higher in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.<h2 class="st-heading-2">Embedded Financial Intelligence&nbsp;</h2>Intuit’s tools will be integrated into Anthropic products, providing users with real-time financial insights. Entrepreneurs can generate invoices, track payments, and estimate taxes directly through Claude while receiving guidance on refunds and debt management. The rollout is planned for spring 2026, bringing the AI-driven solutions to both Intuit and Anthropic users.<blockquote>“By combining Intuit’s proprietary data and domain-specific services with AI models built to support security, accuracy, and compliance and Claude’s powerful capabilities, we’re delivering something customers haven’t had before.”-Alex Balazs, CTO, Intuit</blockquote>Interestingly,&nbsp;&nbsp;software and cybersecurity stocks came under pressure on Monday, with Intuit shedding over 5% after Anthropic said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://claude.com/blog/how-ai-helps-break-cost-barrier-cobol-modernization">blog</a> post that its Claude Code tool can now quickly and efficiently modernize legacy COBOL programming language-based systems. Anthropic has introduced a range of enhancements to its AI offerings this month, triggering declines in multiple sectors.INTU stock has declined by over 36% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crowd-strike-warns-ai-fueling-faster-cyberattacks-can-spread-in-under-30-minutes/cZRvHsdR4zw">CrowdStrike Warns AI Is Fueling Faster Cyberattacks – They Can Now Spread In Under 30 Minutes</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 The logo of Intuit Inc. is displayed on a smartphone screen on May 18, 2025, in Chongqing, China.

Intuit Stock Rallies Pre-Market Today And There’s An Anthropic Connection 

The two companies will work together to integrate advanced AI capabilities into Intuit’s suite of financial and business tools, creating solutions that simplify workflows.

<ul class="summary-bullets"><li>Citizens upgraded SoFi stock to Outperform from Market Perform and set a $30 price target.</li><li>Analyst Devin Ryan attributed the recent selloff in the stock to shifting investor preferences that have weighed on high-growth names.</li><li>In the fourth-quarter fiscal 2025, SoFi said that it recorded its biggest-ever quarterly growth in both customers and products.</li></ul>Citizens upgraded SoFi Technologies Inc. (SOFI) stock to Outperform from Market Perform and set a $30 price target, reframing the fintech’s recent slump as a buying window rather than a warning sign.Analyst Devin Ryan stated the stock’s pullback masks improving fundamentals, according to TheFly.&nbsp;<a href="https://stocktwits.com/symbol/SOFI">SoFi Technologies’ stock</a> traded over 4% higher in Monday’s premarket.&nbsp;<h2 class="st-heading-2">Growth Rotation Hit SoFi Harder Than Peers</h2>SoFi shares recently traded near $21, a notable retreat after topping $30 late last year. The stock is down about 20% so far this year, a move Ryan attributes less to company-specific issues and more to shifting investor preferences that have weighed on high-growth names.According to the analyst, the broader market’s move away from growth-oriented stories has pressured SoFi disproportionately. Ryan said the decline reflects technical factors and compressed valuation multiples rather than concern about near-term economic conditions.<h2 class="st-heading-2">‘Compounding At Scale’ Supports Bull Case</h2>Citizens highlighted SoFi’s ability to expand efficiently as a key reason for the upgrade. The firm pointed to what it described as “compounding at scale,” noting that the company continues to broaden its revenue mix beyond lending into fee-driven and capital-light products.In the fourth-quarter fiscal 2025, SoFi said that it recorded its biggest-ever quarterly growth in both customers and products. The company added about one million new members during the period, lifting its total membership to 13.7 million, a 35% year-on-year (YoY)&nbsp; increase. The number of products used by customers also rose sharply, climbing 37% YoY to reach 20.2 million.<h2 class="st-heading-2">What Is The Retail Mood On Stocktwits?</h2>On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_09_053119_png_d2c32daf41.webp" alt="SOFI’s Sentiment Meter and Message Volume as of 05:30 a.m. ET on Feb. 9, 2026 | Source: Stocktwits" width="929" height="101"><figcaption>SOFI’s Sentiment Meter and Message Volume as of 05:30 a.m. ET on Feb. 9, 2026 | Source: Stocktwits</figcaption></figure>SOFI stock has gained over 37% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coinbase-super-bowl-ad-backstreet-boys-crypto-mainstream/cZbHwueR48H">Coinbase Super Bowl Commercial Taps Into Backstreet Boys Nostalgia – Marking Crypto’s Cautious Return To Big-Game Ads</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

SOFI Stock Selloff Is Overdone, Says Citizens As It Sets $30 Target 

According to Citizens, the broader market’s move away from growth-oriented stories has pressured SoFi disproportionately. 

<ul class="summary-bullets"><li>Morgan Stanley analyst James Faucette explained that the recent dip in Affirm’s share price creates what he sees as a “compelling” opportunity for investors.&nbsp;</li><li>AFRM stock has declined by over 16% year-to-date.&nbsp;</li><li>For its second-quarter (Q2) fiscal 2026, analysts expect a revenue of $1.05 billion and earnings per share (EPS) of $0.84.&nbsp;</li></ul>Morgan Stanley has shifted its stance on Affirm Holdings Inc. (AFRM), upgrading the stock to an ‘Overweight’ recommendation from ‘Equal Weight’ with a revised price target of $76, down from the previous $83 ahead of its earnings on Thursday.&nbsp; This marks a renewed vote of confidence in the buy-now, pay-later fintech despite recent pressure on its shares and concerns around consumer credit trends, according to TheFly.&nbsp;However, the price target was revised to reflect near-term growth and credit risks.<a href="https://stocktwits.com/symbol/AFRM">Affirm stock</a> traded over 4% higher in Tuesday’s premarket. However, on Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory, and message volume changed to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_053816_png_0d57ae7d80.webp" alt="AFRM’s Sentiment Meter and Message Volume as of 05:15 a.m. ET on Feb. 3, 2026 | Source: Stocktwits" width="929" height="103"><figcaption>AFRM’s Sentiment Meter and Message Volume as of 05:15 a.m. ET on Feb. 3, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Why Did Morgan Stanley Shift Its Stance On AFRM?</h2>Morgan Stanley analyst James Faucette explained that the recent dip in Affirm’s share price creates what he sees as a “compelling” opportunity for investors, particularly given uncertainties tied to growth slowdown and credit conditions.&nbsp;The firm’s review suggests the challenges impacting Affirm, particularly the deceleration in growth and elevated consumer credit concerns, are likely temporary and should ease over time.&nbsp;Morgan Stanley reiterated its belief in the broader buy-now, pay-later (BNPL) segment’s increasing share of e-commerce payments, and positions Affirm as a pivotal participant in that shift.AFRM stock has declined by over 16% year-to-date.&nbsp;<h2 class="st-heading-2">New Alliances Strengthen Platform Expansion&nbsp;</h2>Affirm has announced a series of partnerships this year, expanding its payments platform business. The company formed a long-term alliance with Intuit Inc. (INTU) to integrate its pay-over-time solution into QuickBooks Payments, providing small and medium-sized enterprises with enhanced checkout flexibility while improving cash flow.The company has also deepened its collaboration with Expedia Group (EXPE), naming Affirm as the exclusive installment payment option across Expedia’s key U.S. travel brands, aiming to help customers book trips with more ease.For its second-quarter (Q2) fiscal 2026, analysts expect a revenue of $1.05 billion and earnings per share (EPS) of $0.84.&nbsp;AFRM stock has gained over 3% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/us-banks-meet-white-house-on-crypto-market-structure/cZbi8f0R4ll">US Banks Meet White House On Crypto Market Structure As Stablecoin Rewards Divide Deepens</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of Affirm Holdings, Inc. 

Affirm Gets A Morgan Stanley Upgrade Ahead Of Earnings – Firm Sees AFRM Stock’s Weakness As A ‘Compelling’ Opportunity 

The firm’s review suggests the challenges impacting Affirm are likely temporary and should ease over time. 

<ul class="summary-bullets"><li>BULL stock has lost about 91% of its value from its 52-week high of $79.56.&nbsp;</li><li>On Jan. 27, Webull announced that it has launched ‘zero-commission’ sports prediction markets through its partnership with Kalshi, for major sporting events.&nbsp;</li><li>In April 2025, Webull completed its merger with SK Growth Opportunities Corp., a special-purpose acquisition company (SPAC).</li></ul>Webull Corp. (BULL) shares garnered significant retail attention on Friday after the stock slid over 3% to clock an all-time low of $6.96 in intra-day trading.BULL stock has lost about 91% of its value from its 52-week high of $79.56.However, on Stocktwits, retail sentiment around BULL shares has been in the ‘bullish’ territory over the past 24 hours, amid ‘high’ message volumes.<h2 class="st-heading-2">What’s Retail Saying?</h2>Despite the steep drop, one user said the company had an attractive risk/ reward ratio that cannot be ignored. The user said that even if it was stuck in the $6-$7 range for a while, the stock could ‘easily 5x this year.’<stembedurl>https://stocktwits.com/Wollbird/message/643482594</stembedurl>&nbsp;One bullish user called the stock price drop a classic "de-SPAC" divergence where sentiment tanks even when numbers are good. The user said the company's numbers are good even as the price tanks.<stembedurl>https://stocktwits.com/nWhiteface/message/643412933</stembedurl>&nbsp;However, one bearish user said BULL shares would tank to become a penny stock next month.<stembedurl>https://stocktwits.com/Pashka98/message/643479729</stembedurl>&nbsp;<h2 class="st-heading-2">Sports Betting</h2>On Jan. 27, Webull announced that it has launched ‘zero-commission’ sports prediction markets through its partnership with Kalshi, for major sporting events.The online investment platform said it will offer event contracts across sports, economic indicators, cryptocurrency, and other markets with zero commission trading, though exchange fees still apply."Sports prediction markets represent a natural extension of how our users already interact with markets," said Anthony Denier, Group President &amp; U.S. CEO at Webull, at the time.In April 2025, Webull completed its merger with SK Growth Opportunities Corp., a special-purpose acquisition company (SPAC).<a href="https://stocktwits.com/symbol/bull">Shares of BULL</a> have declined by over 38% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/kevin-hassett-backs-trump-fed-choice/cmySY4jR4Sm">Hassett Backs Trump’s Fed Choice, Says He Has ‘High Regard For Kevin’</a> &nbsp;

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

Webull Stock Tumbles To All-Time Low — Why Is Retail Still Bullish? 

Webull’s stock slid over 3% on Friday, to clock an all-time low of $6.96 in intra-day trading. 

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