SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

Veil Cash is a privacy application leveraging zk-SNARKs on Base L2, enabling verified depositors to achieve privacy and anonymity within a pool of trusted users.  Veil Cash is a non-custodial privacy protocol on Base L2. Veil Cash's goal will be enabling verified users to achieve privacy and anonymity from trusted pools.  Veil is a set of smart contracts that will allow users that are deemed as verified users to deposit into the protocol. Users can later withdraw their deposits from another address without creating a link between these two addresses.   Verified users are those who meet certain criteria based on both on-chain and off-chain data.

Veil-project

The Veil community is rallying around the project's focus on digital privacy and decentralization, often citing its multi-algorithm mining and staking capabilities as key differentiators. Investors are actively discussing the potential for a privacy-focused market surge, frequently highlighting the project's long-term utility alongside established privacy coins.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Biocryst Pharmaceuticals is trending as heightened speculation around a potential buyout and unconfirmed M&A rumors drive significant after-hours volume and price volatility. Community members are actively debating the legitimacy of these reports, with long-term shareholders analyzing historical valuation metrics and potential takeover scenarios while others speculate on the motivations behind recent unusual trading patterns.

Blue Owl Capital, Inc. operates as an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions products. The company offers a platform of capital solutions to both middle market companies and large alternative asset managers. The company was founded by Doug Irving Ostrover, Michael Rees and Craig W.Packer in 2009 and is headquartered in New York, NY.

Blue Owl Capital Inc - Ordinary Shares - Class A

Blue Owl Capital is trending due to significant liquidity concerns following the restricted withdrawal access in its private credit funds, which has sparked investor anxiety over potential sector-wide fallout. The community is actively debating whether this represents an isolated incident or a broader 'canary in the coal mine' moment for private credit stability amidst rising default risks.

Roundhill ETF Trust - Roundhill Ether Covered Call Strategy ETF

oundhill Ether Covered Call Strategy ETF

Investors are closely monitoring YETH as the community debates its weekly distribution payouts versus the underlying volatility of Ethereum. While some traders leverage the fund for its income potential during range-bound market phases, others remain cautious due to concerns regarding NAV erosion and management performance.

Grok's first token launched on Base, deployed directly on X with help of Bankr. Proof of deployment here, https://x.com/grok/status/1897949874961650169.  Join the DRB community if this story intrigues you, follow it as it unfolds into this new AI era.  Grok earns swap fees - Grok's trading wallet: 0xb1058c959987e3513600eb5b4fd82aeee2a0e4f9.  Articles, media coverages on $DRB featured here, https://linktr.ee/DRBtaskforce.  Our dev, is grok, one of the front-running candidate to achieve AGI.

DebtReliefBot

DebtReliefBot is trending as investors rally around its narrative as an AI-generated project linked to the Grok wallet, fueling speculation about its potential for growth within the Base ecosystem. The community remains highly bullish, frequently discussing its low follower count as a sign of being early while emphasizing its unique connection to AI-driven token creation.

ARK ETF Trust - ARK Autonomous Technology & Robotics ETF

ARK Autonomous Technology & Robotics ETF

ARKQ is capturing investor attention as community members debate whether emerging robotics and 'embodied AI' infrastructure will take the tech sector's leadership baton this year. The ETF remains a focal point for discussion regarding portfolio rotation into automation themes, with sentiment driven by institutional buying activity and the sector's long-term growth potential.

Eaton Corp. Plc is a power management company, which provides energy-efficient solutions for electrical, hydraulic, and mechanical power. It operates through the following segments: Electrical Americas and Electrical Global; Aerospace, Vehicle, and eMobility. The Electrical Americas and Electrical Global segments engage in sales contracts for electrical components, industrial components, power distribution and assemblies, residential products, single and three phase power quality, wiring devices, circuit protection, utility power distribution, power reliability equipment, and service. The Aerospace segment supplies aerospace fuel, hydraulics, and pneumatic systems for commercial and military use. The Vehicle segment deals with the design, manufacture, marketing, and supply of drivetrain and powertrain systems and critical components that reduce emissions and improve fuel economy, stability, performance and safety of cars, light trucks and commercial vehicles. The eMobility segment designs, manufactures, markets, and supplies electrical and electronic components and systems that improve the power management and performance of both on-road and off-road vehicles. The company was founded in 1911 and is headquartered in Dublin, Ireland.

Eaton Corporation plc

Eaton Corporation is trending as a major beneficiary of the AI-driven data center expansion, with investors betting on its critical role in power infrastructure and cooling systems. The community is actively discussing its long-term growth as a core industrial leader while monitoring recent price action and technical setups following volatility in the sector.

ARK ETF Trust - ARK Innovation ETF

ARK Innovation ETF

Investors are closely watching the ARK Innovation ETF as it experiences sharp volatility, with community members expressing polarized views on Cathie Wood's aggressive buying and selling patterns amid broader market rotation out of high-beta growth stocks. The ongoing discourse highlights concerns over the fund's long-term performance and its heavy exposure to volatile tech and crypto-linked assets, leading to intense debates between those betting on an innovation-led rebound and those skeptical of the fund's strategy.

Monero

Monero (XMR) is trending as the community debates its role as the premier privacy-focused asset, with active discussions focusing on its unique resistance to regulatory oversight compared to transparent chains. Enthusiasts view it as a long-term store of value and a hedge against institutional tracking, while detractors continue to characterize the asset through speculative or cynical lenses.

NEOS ETF Trust - NEOS Nasdaq 100 High Income ETF

NEOS Nasdaq 100 High Income ETF

Investors are flocking to NEOS Nasdaq 100 High Income ETF (QQQI) to capture high monthly yields while maintaining core exposure to the Nasdaq 100. Community discussion centers on the fund's competitive edge over peers due to its tax-efficient return-of-capital structure and active management strategy, with many users dollar-cost averaging into positions as a long-term retirement income play.

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<ul class="summary-bullets"><li>Goldman Sachs says rising demand for advanced computing power in specialized industries continues to strengthen Nvidia’s growth prospects.</li><li>Strategic partnerships with biotech firms are emerging as a major catalyst, enabling Nvidia to test and refine its AI models in real-world lab settings.</li><li>Nvidia’s investment in Recursion Pharmaceuticals highlights tangible AI-driven efficiencies.</li></ul>Goldman Sachs reportedly sees momentum for Nvidia Corp. (NVDA) as healthcare and life sciences companies accelerate their adoption of artificial intelligence.The firm stated that expanding use cases in drug development and clinical research may unlock meaningful upside for the semiconductor leader.<h2 class="st-heading-2">Healthcare Partnerships To Drive Nvidia Growth</h2>According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/31/goldman-is-betting-nvidia-will-get-a-boost-from-health-care-as-industry-builds-out-ai-capabilities-.html">report</a>, Goldman Sachs reiterated its ‘Buy’ rating on Nvidia, assigning a price target of $250, implying a potential 51% upside from the stock’s closing price on Monday, as analysts point to growing demand for AI-driven computing across specialized industries.Analyst Salveen Richter highlighted Nvidia’s collaborations with biotech and life sciences firms as a key growth engine. By working directly with these companies, Nvidia can validate its AI models in laboratory environments while expanding applications in areas such as digital health records, automation, and manufacturing.&nbsp;The company is also advancing “digital twin” simulations, which replicate real-world processes to enhance efficiency and reduce costs, Salveen added.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> traded over 3% higher on Tuesday mid-morning. However, on Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_31_115300_png_9d8d5a958c.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 12:00 p.m. ET on Mar. 31, 2026 | Source: Stocktwits" width="944" height="114"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 12:00 p.m. ET on Mar. 31, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Recursion Collaboration Shows Results</h2>Nvidia’s 2023 investment in Recursion Pharmaceuticals Inc. (RXRX) continues to demonstrate the potential of AI in drug discovery.&nbsp;The biotech firm reported that its technology platform enables researchers to dramatically reduce the number of compounds synthesized while also shortening the timeline to begin human testing. Processes that once took years can now move forward in a fraction of the time, Goldman Sachs noted.According to the report, Recursion executives also emphasized how machine learning improves clinical trial design. The technology helps identify suitable patient groups, streamline data analysis, and enhance recruitment efforts.&nbsp;NVDA stock has declined by over 8% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mrvl-stock-rallies-nvidia-investment-ai-infrastructure-partnership/cZEPvgNRIVg">MRVL Stock Rallies On $2B Nvidia Investment, AI Infrastructure Partnership</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A close-up of a printed circuit board is seen with the Nvidia logo displayed on a screen in the background. (Photo by Nikos Pekiaridis/NurPhoto via Getty Images)

Nvidia’s Expanding Role In AI-Driven Drug Discovery, Clinical Research Could Fuel Growth, Says Goldman Sachs

Goldman Sachs maintained its ‘Buy’ recommendation on Nvidia and set a $250 price target, indicating roughly 51% potential upside from Monday’s closing level.

Equity

Goldman Sachs maintained its ‘Buy’ recommendation on Nvidia and set a $250 price target, indicating roughly 51% potential upside from Monday’s closing level.


Microsoft and NVIDIA's AI-Nuclear Play: ETFs That May Gain

Microsoft teams up with NVIDIA to bring AI to nuclear energy, targeting faster approvals and efficiency. Here are the ETFs poised to benefit from the shift.

<ul class="summary-bullets"><li>The AI framework also calls on Congress to ensure that residential ratepayers do not experience increased electricity costs as a result of new AI data center construction and operation.</li><li>This would be in accordance with the Ratepayer Protection Pledge announced earlier this month.</li><li>President Donald Trump had called on hyperscalers and AI companies to build, bring in, or buy all the energy needed to build and operate data centers, paying the full cost of their energy and infrastructure.</li></ul>The Trump administration on Friday unveiled a comprehensive AI framework aimed at consolidating federal regulations, while urging Congress to overrule “undue burdens” imposed by state laws.“The Trump Administration is committed to winning the AI race to usher in a new era of human flourishing, economic competitiveness, and national security for the American people,” the White House stated, adding that achieving these goals requires a framework that enables American industry to innovate and thrive, while allowing Americans to benefit from this technology.The six-pronged approach taken by the Trump administration in the AI framework centers on protecting children, communities, intellectual property rights, and free speech, while enabling innovation and developing an AI-ready workforce.“This framework can succeed only if it is applied uniformly across the United States. A patchwork of conflicting state laws would undermine American innovation and our ability to lead in the global AI race,” the White House stated.<h2 class="st-heading-2">AI Framework Calls For Keeping Power Prices In Check</h2>The AI framework also calls on Congress to ensure that residential ratepayers do not experience increased electricity costs as a result of new AI data center construction and operation.This would be in accordance with the Ratepayer Protection Pledge announced earlier this month. President Donald Trump had called on hyperscalers and AI companies to build, bring in, or buy all the energy needed to build and operate data centers, paying the full cost of their energy and infrastructure.<h2 class="st-heading-2">White House Wants To Codify AI Framework Into Law In 2026, Says Kratsios</h2>White House Office of Science and Technology Policy Director Michael Kratsios said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.foxnews.com/politics/white-house-unveils-its-first-federal-ai-framework-pushes-congress-act-this-year">interview</a> with Fox News that the Trump administration wants to codify the AI framework into law this year.“This year. As fast as we can. Congress has a lot of priorities they’re trying to make happen, but we believe this can receive bipartisan support,” he said.White House’s AI and crypto czar David Sacks stated that the AI framework is in response to a growing patchwork of different regulatory guidelines being announced by states.At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) was down 1.11%; the&nbsp;<a href="https://stocktwits.com/symbol/IYW">iShares U.S. Technology ETF (IYW)</a> declined 1.4%, and the&nbsp;<a href="https://stocktwits.com/symbol/FTEC">Fidelity MSCI Information Technology Index ETF (FTEC)</a> was down 1.37%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/umac-stock-falling-today-unusual-machines-pricing-of-public-offering/cZ3XATQRILi">Why Is UMAC Stock Down 9% In Today’s Pre-Market?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

President Trump signed executive orders which included the renaming of the Department of Defense to the Department of War. (Photo by Kevin Dietsch/Getty Images)

Trump Administration’s AI Framework Calls On Congress To Overrule 'Undue Burdens' Imposed By State Laws

The AI framework is centered on protecting children and communities, intellectual property rights, and free speech, while enabling innovation and developing an AI-ready workforce.

South Korea's $350B U.S. Investment Pledge: ETFs That Could Gain

South Korea's $350B U.S. investment pledge could lift the country's export momentum while boosting key U.S. sectors. Here are some ETFs that may benefit.

<ul class="summary-bullets"><li>Huang highlighted how the technology now functions more like a critical utility, similar to electricity or the internet.</li><li>He described the AI ecosystem as a stack composed of five interdependent layers.</li><li>Nvidia GTC conference is scheduled to take place between March 16 and March 19.&nbsp;</li></ul>Nvidia Corp’s (NVDA) CEO Jensen Huang said artificial intelligence is rapidly evolving from a specialized software capability into a foundational layer of modern infrastructure, reshaping industries, economies, and the global technology race.&nbsp;In a blog, Huang emphasized the importance of embracing AI.&nbsp;<blockquote>“AI is becoming the foundational infrastructure of the modern world. And the choices we make now, how fast we build, how broadly we participate, and how responsibly we deploy it, will shape what this era becomes.”-Jensen Huang, CEO, Nvidia.&nbsp;</blockquote><h2 class="st-heading-2">The Shift From Traditional Software</h2>Huang highlighted how the technology now functions more like a critical utility, similar to electricity or the internet, requiring massive investments in hardware, energy generation, and data infrastructure to deliver real-time intelligence. Huang added that the shift reflects a fundamental transformation in computing.For decades, Huang said, most software relied on predefined instructions written by programmers. AI systems, however, can interpret complex information such as text, images, sound and context, he added.&nbsp;&nbsp;He described the AI ecosystem as a stack composed of several interdependent layers. At the foundation lies energy, which powers the computing processes required to run AI workloads. Above that are semiconductor processors designed for high-performance computing. Next comes infrastructure, including data centers, networking systems and cooling technologies. On top of that layer sit the AI models, capable of understanding complex domains from language to robotics and financial systems and then comes the applications where economic value is created.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> inched 0.2% lower in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">Nvidia GTC Could Signal Strong AI Chip Demand</h2>Truist reiterated its ‘Buy’ rating on Nvidia shares and maintained a $283 price target ahead of the Nvidia GTC conference scheduled to take place between March 16 and March 19.&nbsp;The firm anticipates that the chip behemoth will address key factors, including chip supply, production capacity, and demand trends across AI and data center markets. Truist believes the event could serve as a ‘positive catalyst’ for Nvidia. The firm expects the company to discuss how supply constraints and manufacturing capacity are evolving alongside surging demand for AI processors.&nbsp;NVDA stock has gained over 70% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rivn-stock-gains-pre-market-after-td-cowen-upgrade-analyst-sees-strong-demand-for-upcoming-r2-models/cZdopG6RI7b">RIVN Stock Gains 4% Pre-Market After TD Cowen Upgrade: Analyst Sees Strong Demand For Upcoming R2 Models</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia CEO Jensen Huang addresses participants at CES 2025 in Las Vegas, Nevada, on January 6, 2025. (Photo by Artur Widak/NurPhoto via Getty Images)

Nvidia CEO Jensen Huang Frames AI As ‘Foundational Infrastructure’ Ahead Of GTC Event Next Week

The remarks come ahead of Nvidia’s GTC conference next week, where investors expect updates on AI chip demand and supply constraints. 

<ul class="summary-bullets"><li>Microvision’s Q4 revenue slumped 88% year-on-year to $0.2 million with a loss per share of $0.12.</li><li>D. Boral Capital analyst Jesse Sobelson downgraded MicroVision to ‘Hold’ from ‘Buy’.</li><li>The analyst said the results underscore ongoing uncertainty around near-term sales growth and continued spending pressures.&nbsp;</li></ul>MicroVision Inc. (MVIS) saw its outlook turn more cautious on Wall Street after D. Boral Capital’s downgrade raised concerns about the company’s financial trajectory and uncertain revenue prospects.&nbsp;The shift follows the firm’s fourth-quarter (Q4) results. Microvision’s Q4 revenue slumped 88% year-on-year (YoY) to $0.2 million with a loss per share (EPS) of $0.12. Both revenue and EPS missed the analysts’ consensus estimates of $3 million and a loss per share of $0.05, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Concerns Around Revenue Visibility</h2>D. Boral Capital analyst Jesse Sobelson downgraded MicroVision to ‘Hold’ from ‘Buy’ after reviewing the company’s Q4 performance and financial outlook. The analyst said the results underscore ongoing uncertainty around near-term sales growth and continued spending pressures.&nbsp;Sobelson said the company currently provides limited clarity about when meaningful revenue growth might materialize. While MicroVision has positioned its technology for potential applications in advanced sensing and automotive systems, the analyst suggested that tangible commercial traction has yet to fully emerge.<a href="https://stocktwits.com/symbol/MVIS/news">MicroVision stock</a> traded over 19% lower at noon Thursday. On Stocktwits, retail sentiment around the stock shifted to ‘neutral’ from ‘bearish’ territory the previous day. Message volume changed to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_05_121054_png_4dd819fb08.webp" alt="MVIS’s Sentiment Meter and Message Volume as of 12:00 p.m. ET on Mar. 5, 2026 | Source: Stocktwits" width="929" height="102"></figure><h2 class="st-heading-2">Financial Performance And Liquidity</h2>The company recorded a quarterly net loss of $37.8 million, including significant non-cash impairment and inventory charges. By comparison, the loss for the prior-year quarter stood at $31.2 million.&nbsp;The lidar developer outlined a series of operational initiatives, including early product shipments, new technology integration, and plans to streamline costs as it prepares for future growth.MicroVision ended the year with approximately $74.8 million in cash and investment securities. In February 2026, the company further strengthened its balance sheet by issuing $43 million in senior secured convertible notes under an agreement with High Trail Capital.MVIS stock has declined by more than 53% over the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/paramount-skydance-ceo-david-ellison-says-wbd-deal-positions-it-to-compete-more-effectively-globally-report/cZdQDDQRI3k">Paramount Skydance CEO David Ellison Says WBD Deal Positions It To Compete More Effectively Globally: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

MVIS Plummets Over 20%: D. Boral Capital Downgrades The Stock Citing Revenue Uncertainty And Wider Q4 Loss

Analyst Jesse Sobelson said the company currently provides limited clarity about when meaningful revenue growth might materialize.

Buy the Dip in These Top-Ranked ETFs

Market volatility from Iran tensions has created dip-buying chances. Here are 5 ETFs across tech, semis, dividends, healthcare and financials.

<ul class="summary-bullets"><li>The streaming giant said the acquisition aligns with its approach of combining technological innovation with storytelling.</li><li>Affleck said the idea for InterPositive emerged after he closely observed early uses of artificial intelligence in film production around 2022.&nbsp;</li><li>The company designs tools to cater to the technical and creative realities of a film set.</li></ul>Netflix Inc. (NFLX) on Thursday announced that it has acquired InterPositive, an artificial intelligence-based filmmaking technology startup founded by actor and filmmaker Ben Affleck, as the streaming company pushes deeper into AI tools designed for movie and television production.&nbsp;The deal brings InterPositive’s engineering and research team into Netflix while Affleck will serve as a senior advisor, helping guide the development of creator-focused technology for the entertainment industry.<h2 class="st-heading-2">Creator-Focused Technology</h2>The streaming giant said the acquisition aligns with its approach of combining technological innovation with storytelling. According to Affleck, the idea for InterPositive emerged after he closely observed early uses of artificial intelligence in film production around 2022.&nbsp;He said that many emerging AI systems were not built with filmmakers’ real-world workflows in mind. As a result, the company began designing tools tailored to the technical and creative realities of a film set, including camera behaviour and lighting changes.<blockquote>“We believe new tools should expand creative freedom, not constrain it or replace the work of writers, directors, actors, and crews.”-Bela Bajaria, Chief Content Officer, Netflix&nbsp;</blockquote><a href="https://stocktwits.com/symbol/NFLX">Netflix stock</a> inched 0.03% lower on Thursday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<h2 class="st-heading-2">Push To Protect Human Creativity</h2>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-05/netflix-acquires-ben-affleck-founded-ai-moviemaking-business">report</a>, artificial intelligence is becoming more common in Hollywood, as companies like Walt Disney Co. (WBD) and Paramount Skydance Corp.(PSKY) look to use the technology. However, it has also raised worries that these tools could replace jobs held by actors, writers, and other workers in the industry.<blockquote>“We also need to preserve what makes storytelling human, which is judgment. The kind that takes decades to build, experience to hone, and that only people can have. I knew I had a responsibility to my peers and our industry, to protect the power of human creativity and the people behind it. In creating InterPositive, I sought to do just that.”-Ben Affleck, Filmmaker and Founder, InterPositive</blockquote>FLX stock has gained over 5% in the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/paramount-skydance-ceo-david-ellison-says-wbd-deal-positions-it-to-compete-more-effectively-globally-report/cZdQDDQRI3k">Paramount Skydance CEO David Ellison Says WBD Deal Positions It To Compete More Effectively Globally: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Netflix, Inc. (NASDAQ: NFLX) releases a financial earnings report on October 21, 2025. 

Netflix Acquires Ben Affleck’s InterPositive To Develop AI Tools For Filmmakers

The deal brings InterPositive’s engineering and research team into Netflix, while Affleck will serve as a senior advisor.

<ul class="summary-bullets"><li>Arete said the downgrade reflects worries that Meta’s heavy investment in AI infrastructure may begin to weigh on profitability.</li><li>The firm said that Meta’s spending trajectory is rising quickly while revenue growth is not keeping pace.</li><li>Meta appears to be falling behind its peers as it lacks third-party demand for its AI services.&nbsp;</li></ul>Meta Platforms Inc. (META) saw its rating lowered by Arete, which downgraded the tech giant&nbsp;on Thursday&nbsp;from ‘Buy’ to ‘Neutral’, citing growing concerns about the company’s ability to turn artificial intelligence spending into meaningful revenue.The firm also slashed its price target for the stock to $676, down from a previous forecast of $732, according to TheFly.&nbsp;<h2 class="st-heading-2">AI Investment Raises Profitability Concerns</h2>Arete’s downgrade reflects worries that Meta’s heavy investment in AI infrastructure may begin to weigh on profitability, even as the company pushes aggressively into the technology. According to the firm, Meta’s spending trajectory is rising quickly while revenue growth is not keeping pace, a trend that could pressure margins.&nbsp;In its fourth-quarter (Q4) earnings report, the company said it expects to spend between $115 billion and $135 billion in 2026, significantly higher than the $72.2 billion in&nbsp;capital expenditure in 2025.&nbsp;“This is going to be a big year for delivering personal superintelligence, accelerating our business, building infrastructure for the future, and shaping how our company will work going forward,” said Mark Zuckerberg, Meta founder and CEO.<a href="https://stocktwits.com/symbol/META">Meta stock</a> inched 0.6% lower in Thursday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">Rising Costs Compared With Revenue Growth</h2>Arete believes Meta appears to be falling behind peers and lacking “the deep pool,” as companies like Google’s parent Alphabet Inc. (GOOGL, GOOG) and Amazon.com Inc. (AMZN) command a large share of third-party demand for their cloud services. While the company continues to pour resources into AI-related development and infrastructure, the firm thinks the financial returns from those efforts remain limited so far.Arete warned that the company’s aggressive spending cycle could reverse the cost discipline Meta established after 2022, when management tightened budgets and improved operational efficiency. With a renewed push into AI, that period of streamlined spending may now be ending.In January, Meta announced a new program called “Meta Compute” to build data infrastructure capable of producing tens of gigawatts of computing power to aid its AI ambitions.META stock has gained over 1% in the last 12 months.&nbsp;&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/luckin-coffee-vs-starbucks-is-becoming-a-global-coffee-war-new-deal-signaling-its-ambitions/cZdQn51RIdD">Luckin Coffee Vs Starbucks Is Becoming A Global Coffee War – With A New Deal Signaling Its Ambitions</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Meta logo displays on the screen of a smartphone placed on a surface reflecting the circular Meta AI logo.

Meta Lacks The 'Deep Pool' Of Cloud Demand, Unlike Google And Amazon, Says Arete

Arete downgraded the tech giant from ‘Buy’ to ‘Neutral’ and slashed its price target for the stock to $676 from $732.

Budget iPhone 17e to Boost Apple Revenues? ETFs to Consider

Apple's new $599 iPhone 17e targets price-sensitive buyers, fueling iPhone momentum and potentially lifting Apple-heavy tech ETFs.

iShares Trust - iShares U.S. Technology ETF

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Ondas Inc. ($ONDS)

The stock that proved the power of the crowd. Fueled by community energy and social momentum, this winner captivated retail investors regardless of what the "experts" or traditional fundamentals had to say.

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