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

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending amidst its upcoming earnings, as community discussion highlights the growing revenue from its prediction markets. However, recent user frustrations with platform stability during major events and an ongoing debate about its ties to cryptocurrency performance are also key talking points.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is trending amidst an upcoming earnings report, with community sentiment sharply divided on whether its AI-driven lending model will lead to a significant rally or a further drop. Discussions are also heating up around the potential impact of a proposed credit card interest rate cap, which could either boost Upstart's personal loan demand or be seen as a broader headwind for fintech.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending sharply lower following FDA restrictions on compounded GLP-1 ingredients and a patent infringement lawsuit from Novo Nordisk, which has forced the company to halt sales of its oral semaglutide pill. The community is actively debating if the stock is a falling knife headed for single digits or setting up for a massive short squeeze given its high short interest.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is trending after exceeding earnings expectations and securing a major warrant deal with Amazon for future purchases, with the community actively debating its crucial position in AI infrastructure connectivity amid its characteristic volatility.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan Green in 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyft is experiencing renewed investor interest following a strong Q4 earnings report, which highlighted record bookings, significant EPS growth, and a new $1 billion share repurchase program. However, community sentiment remains divided as the market continues to weigh these positive financial developments against persistent concerns regarding robotaxi competition and ongoing acquisition speculation.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare is trending as investors anticipate its upcoming earnings, with community discussion highlighting recent analyst upgrades and excitement around its pivotal role in AI infrastructure, driven by the viral 'Moltbot' AI assistant leveraging its edge computing and Workers platform.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Next, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Next segment is involved in the expenses and investments for emerging business initiatives aimed at creating value for Ford in vehicle-adjacent market segments. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is trending ahead of its earnings release, where a significant EV restructuring charge and outlook for 2026, especially regarding its hybrid strategy, are key discussion points. The community is split between optimism for Ford's pivot and analyst upgrades, and concerns over recent recalls and the broader challenges facing the auto sector.

Gilead Sciences, Inc. is a biopharmaceutical company, which engages in the research, development, and commercialization of medicines in areas of unmet medical need. The firm's primary areas of focus include human immunodeficiency virus, acquired immunodeficiency syndrome, liver diseases, hematology, oncology, and inflammation and respiratory diseases. It offers antiviral products under Harvoni, Genvoya, Epclusa, Truvada, Atripla, Descovy, Stribild, Viread, Odefsey, Complera/Eviplera, Sovaldi, and Vosevi brands. The company was founded by Michael L. Riordan on June 22, 1987 and is headquartered in Foster City, CA.

Gilead Sciences, Inc.

Gilead Sciences is trending as its solid Q4 performance and increased dividend are contrasted by a conservative 2026 earnings outlook, sparking community discussion on whether this presents a buying opportunity amid perceived near-term weakness.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X (CCCX) is trending as its merger target, Infleqtion, gained significant attention for securing a NASA space mission and a DOE contract, with the community highly anticipating the upcoming merger vote on February 12th and NYSE debut as INFQ on February 17th. Investors are actively discussing Infleqtion's perceived undervaluation compared to quantum peers, emphasizing its superior neutral-atom technology and established government contracts in defense, space, and energy as key drivers for substantial upside post-merger.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is trending after its Q4 earnings report showed profitability but cautious 2026 guidance and a strategic exit from a business line, triggering a substantial sell-off. The community is vigorously debating whether the market's reaction is an unjustified manipulation of an undervalued stock or a reflection of management's prudent risk management within a challenging fintech landscape.

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<ul class="summary-bullets"><li>The new raise is higher than the $20 billion the company raised on Monday.</li><li>As per the report that cited one source, investors are showing increasing demand for such issuances from tech giants that are at the center of the artificial intelligence boom.&nbsp;</li><li>According to the CNBC report, Meta is also gearing up for a large debt offering in the first half of 2026, as it seeks to accelerate its data center push across the U.S.</li></ul>Alphabet Inc. (GOOG, GOOGL) is reportedly increasing its debt sale once again as the Google-owner closes in on a global bond issuance of more than $30 billion.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/10/alphabet-set-to-raise-over-30-billion-in-global-debt-sale-sources.html">report</a> from CNBC that cited two people familiar with the matter, Alphabet on Tuesday went to the European market to raise about $11 billion in sterling and Swiss francs.The new raise is higher than the $20 billion the company raised on Monday.As per the report that cited one source, investors are showing increasing demand for such issuances from tech giants that are at the center of the artificial intelligence boom.Meanwhile, shares of GOOG were down about 1.78% at the time of writing.<h2 class="st-heading-2">Rising Debt Sales</h2>Alphabet’s debt plans come amid the company’s expectations to spend up to $185 billion in capital expenditures in 2026, which is more than twice its 2025 capex spend.Other hyperscalers, including Amazon (AMZN), Meta Platforms (META), and Microsoft (MSFT) have also announced massive capex allocations this year amid rising AI buildouts. Reports indicate that tech companies are likely to spend a combined amount of over $600 billion dollars this year alone.Meanwhile, last week, Oracle Corp. (ORCL) raised $25 billion in debt sales that received more than $129 billion worth of orders. The company also announced that its capital plan for 2026 includes raising up to $50 billion in debt and equity.According to the CNBC report, Meta is also gearing up for a large debt offering in the first half of 2026, as it seeks to accelerate its data center push across the U.S.<h2 class="st-heading-2">‘The Big Short’ Take</h2>Michael Burry, the investor famous for predicting the U.S. housing market crash, recently <a href="https://stocktwits.com/news-articles/markets/equity/the-big-short-michael-burry-alphabet-bond-sale-motorola-similar-move-in-1997/cZbvdfLR4oL">said</a> that Alphabet’s reported plans to issue ultra-long-dated bonds are similar to Motorola’s 1997 100-year bond.Burry said Motorola’s issuance came at the peak of its dominance before its eventual decline. He noted that Motorola was then a top U.S. company by market value and revenue, yet later lost relevance as competitors overtook it.Burry suggested Alphabet’s move could mark a historic moment, raising caution as Big Tech pours record capital into AI infrastructure.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around GOOG shares was in the ‘extremely bullish’ territory amid ‘extremely high’ message volumes.<a href="https://stocktwits.com/symbol/goog">Shares of GOOG</a> have gained over 69.5% in the past year at the time of writing.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/oracle-stock-rises-more-than-4.5-percent-to-one-week-high/cZbUghtR4pX">Oracle Stock Rises More Than 4.5% To One-Week High — Why Does Retail See A 'Solid Upside'?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Google LLC, a subsidiary of Alphabet Inc. (NASDAQ: GOOGL), with the word Alphabet visible in the background.

Google Parent Alphabet Expands Bond Sale, Debt Raise Exceeds $30 Billion: Report

According to a report from CNBC that cited two people familiar with the matter, Alphabet on Tuesday went to the European market to raise about $11 billion in sterling and Swiss francs.

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<ul class="summary-bullets"><li>Siegel was referring to Huang’s interview last week with CNBC, where the Nvidia chief stated that the largest infrastructure buildout in humanity’s history was justified and sustainable.</li><li>Huang stated that AI companies and hyperscalers can capitalize on the “sky high” demand for computing power to make money.</li><li>Siegel said that investors are skeptical of the soaring AI capex, which was visible as several “Magnificent 7” stocks cracked last week.</li></ul>Jeremy Siegel, professor emeritus of finance at the University of Pennsylvania’s Wharton School of Business, on Tuesday said that he believes Nvidia Corp. (NVDA) CEO Jensen Huang is right about AI chip demand.The economist stated that the AI buildout is the new industrial revolution and this has resulted in the prices of legacy assets, or old chips, rising in value because of the intense demand.“Yet, investors are asking the right questions. When companies talk about $200 billion in capital expenditures, markets should scrutinize payback periods, competitive dynamics, and whether durable moats can be built in an environment where technology is evolving at breakneck speed,” he said.Last week, Amazon.com Inc. (AMZN) laid out a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amzn-stock-falls-below-long-term-moving-average-slumps-premarket/cZbFfDJR4nC">$200 billion</a> capital expenditure plan for 2026, which is an increase of over 50% compared to its 2025 capex. The company cited strong demand for its existing offerings and opportunities like AI, chips, robotics, and low Earth orbit satellites.<h2 class="st-heading-2">Huang Says AI Capex Surge Is Justified</h2>Siegel was referring to Huang’s interview last week with&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/06/nvidia-rises-7percent-as-ceo-says-660-billion-capex-buildout-is-sustainable.html">CNBC</a>, where the Nvidia chief stated that the largest infrastructure buildout in humanity’s history was justified and sustainable.″The reason for that is because all of these companies’ cash flows are going to start rising,” Huang said.He stated that AI companies and hyperscalers can capitalize on the “sky high” demand for computing power to make money. “Anthropic is making great money. OpenAI is making great money. If they could have twice as much compute, the revenues would go up four times as much,” he added.<h2 class="st-heading-2">Rotation Out Of Mega-Cap Tech Stocks</h2>Meanwhile, Siegel said that investors are skeptical of the soaring AI capex, which was visible as several “Magnificent 7” stocks cracked last week. Amazon shares fell nearly 15% in the previous five trading sessions, while Alphabet’s Class A shares declined around 7%. Meta and Microsoft fell 4% and 2%, respectively.“This is not a market being propped up by only a handful of mega-cap technology names. The rotation is real, it is persistent, and it is healthy,” he added. The economist said that the leadership rotation will continue amid these investor concerns.<h2 class="st-heading-2">Pullback In Gold, Silver Not A Fundamental Breakdown</h2>Siegel also said that the recent decline in prices of gold and silver is a classic case of a pullback toward the trend rather than a fundamental breakdown.He added that the longer-term trend lines in gold and silver remain intact. “Whether recent highs prove to be multi-year peaks like 1980 is unknowable, but nothing in the price action suggests a structural end to the story,” he said.While spot gold prices fell to as low as $4,666 per troy ounce after scaling an all-time high of $5,595, spot silver prices are currently down more than 3% over the past week. However, from a record high of $121.67 per troy ounce, spot silver prices are down nearly 32%.Meanwhile, U.S. equities gained in Tuesday’s pre-market trade. At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was up by 0.11%, the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) rose 0.08%, while the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) gained 0.13%. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘bearish’ territory.The&nbsp;<a href="https://stocktwits.com/symbol/TLT">iShares 20+ Year Treasury Bond ETF</a> (TLT) was up by 0.32% at the time of writing, while the&nbsp;<a href="https://stocktwits.com/symbol/IEF">iShares 7-10 Year Treasury Bond ETF</a> (IEF) rose 0.11%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fda-novo-wegovy-pill-tv-advertisement-misleading-nvo-stock-pares-gains/cZbv5uwR4oX">FDA Says Novo's Wegovy Pill TV Advertisement Is Misleading: NVO Stock Pares Gains</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Wharton's Jeremy Siegel Agrees With Jensen Huang That AI Chip Demand Is 'Sky High' — But Says 'Investors Are Asking The Right Questions'

The economist stated that the AI buildout is the new industrial revolution and this has resulted in the prices of legacy assets, or old chips, rising in value because of the intense demand.

Google Weighs Massive Texas Data Center Deal With Former CEO Eric Schmidt's Firm: Report

Eric Schmidt's data center development firm, Bolt Data and Energy, is reportedly in negotiations with Alphabet's Google (NASDAQ: GOOGL) (NASDAQ: GOOG) to commence construction on a large data center...

Tech Rebound Drives Gains; Alphabet's $20B Bond Spree  Horizons Middle East & Africa 2/10/2026

Asian stocks extend their rally to a fresh record as a rebound in tech gathers pace. Also on the show: Alphabet raises $20B in a US bond sale as part of a global fund raise for its AI spending plans...

Tech Rally Lifts Asia; China Pulls Back on US Treasuries  Insight with Haslinda Amin 02/10/2026

Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent...

1 Unstoppable Stock To Buy Before It Joins Nvidia, Apple, Alphabet, and Microsoft in the $3 Trillion Club

Key PointsThe demand for semiconductors and related technology for AI and data centers has surged in recent years...

China Urges Banks to Curb US Treasuries Exposure  The China Show 02/10/2025

Bloomberg: The China Show is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, David Ingles and Annabelle Droulers give...

Elizabeth Warren 'Pushing For Answers' After Google Turns Gemini Into An AI Shopping Assistant: Senator Says It Could Lead To Consumer Manipulation

Sen. Elizabeth Warren warned that Google's plan to add instant checkout to its Gemini AI chatbot could threaten consumer privacy and influence spending, as the company expands AI-powered shopping...

Tech Drives Asian Stocks Rally to New Heights  The Asia Trade 2/10/2026

'Bloomberg: The Asia Trade' brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Singapore with Shery Ahn and Avril Hong, getting...

Alphabet Bets Big on 100 Years of Debt

Alphabet is breaking new ground with plans to sell a rare 100 year bond - the first ultra long debt sale by a technology firm since Motorola in 1997. Bloomberg's Peter Elstrom explains why this...

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

Alphabet Inc - Ordinary Shares - Class C

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