SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull (BULL) is trending as its latest earnings report sparked community debate, with an initial misreporting of EPS figures leading to frustration and claims of market manipulation, despite the company showcasing strong revenue growth and increasing user engagement. Investors are actively discussing the stock's valuation in light of these mixed signals and ongoing concerns about potential dilution.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending after reporting strong earnings and an optimistic outlook, fueled by a significant increase in AI semiconductor revenue and strategic partnerships with major AI labs like OpenAI, setting substantial future AI revenue targets. The community is actively debating if the initial restrained post-earnings stock movement signifies an institutional accumulation pattern or reflects lingering market sentiment despite the impressive growth.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending following an earnings report that highlighted significantly missed revenue and a substantial net loss, intensifying community debate over its high valuation despite strong cash reserves and a technical milestone in two-qubit gate fidelity.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is trending after its CEO's massive $148 million share purchase, widely seen as a strong vote of confidence, alongside reports of early partnership talks with OpenAI for ad sales, igniting community excitement for a rebound and potential short squeeze for the recently pressured stock.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is experiencing sharp volatility amid reports of its inclusion on a U.S. Pentagon list of military-linked firms, which was quickly withdrawn, and ongoing market confusion regarding its earnings release date. Despite these geopolitical and timing uncertainties, community sentiment notes the stock's oversold technicals and significant growth in its Qwen AI division, prompting some investors to buy the dip.

Shiba Inu (SHIB) is a meme token which began as a fun currency and has now transformed into a decentralized ecosystem. During the initial launch, 50% of the supply was allocated into Vitalik Buterin's ethereum wallet.   As a result of that, Vitalik proceeded to donate 10% of his SHIB holdings to a COVID-19 relief effort in India and the remaining 40% is burnt forever. That donation was worth about $1 billion at that time, which makes it one of the largest donation ever in the world.  What is the Shiba Inu community working on right now? The Shiba Inu team launched a decentralized exchange called Shibaswap with 2 new tokens, LEASH and BONE. LEASH is a scarce supply token that is used to offer incentives on Shibaswap. BONE is the governance token for holders to vote on proposals on Doggy DAO.

Shiba Inu

Shiba Inu is trending due to significant community enthusiasm and strong calls for accumulation, fueled by the anticipation of an 'altcoin season' and broader crypto catalysts like potential regulatory clarity. Enthusiasts are actively discussing factors such as token burning and increased adoption, believing these will drive future price appreciation.

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

IREN Ltd.

IREN Limited

IREN is trending amidst a sharp debate surrounding its new $6 billion At-The-Market equity offering, which is raising fears of significant dilution despite the company's aggressive expansion plans to 150,000 NVIDIA GPUs and a higher AI cloud revenue target. Investors are questioning if the capital raise is a necessary step for imminent large-scale AI infrastructure deals or a sign of deeper financial needs.

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 buzzing with investor activity following its "Take Flight" event, where the launch of a new Platinum credit card and custodial accounts has ignited significant community discussion around potential "Trump accounts" and the company's expanding "super-app" ecosystem, further boosted by a strong Bitcoin rally.

United States Commodity Funds LLC - United States Oil Fund

United States Oil Fund

The United States Oil Fund (USO) is trending amidst escalating Middle East tensions, with reported tanker incidents and threats to the critical Strait of Hormuz fueling concerns over global oil supply disruptions. The community is actively debating whether these geopolitical risks will lead to sustained price surges or if efforts to ensure free flow of energy will temper market volatility.

ProShares Trust - ProShares UltraShort Bloomberg Crude Oil -2x Shares

ProShares UltraShort Bloomberg Crude Oil

SCO is trending as traders actively debate its potential to profit from anticipated crude oil declines, with many shorting geopolitical-driven oil spikes while citing market oversupply and the perceived political aim for lower energy prices as long-term bearish drivers for crude.

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<ul class="summary-bullets"><li>Cooling oil prices and easing fears of supply disruptions tied to the U.S.-Iran conflict helped stabilize investor sentiment.</li><li>Technology and semiconductor stocks led Wednesday’s rally, with Micron and AMD jumping nearly 6%.</li><li>ADP reported stronger-than-expected private-sector job growth and U.S. services activity expanded at the fastest pace since mid-2022.</li></ul>U.S. stock futures rose late Wednesday after Wall Street rebounded in the previous session, as easing fears around oil supply disruptions and the U.S.-Iran conflict steadied investor sentiment.As of 7.50 p.m. ET, Nasdaq 100 and S&amp;P 500 futures were up 0.3%, while Dow futures were up 0.1%.On Stocktwits, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> was ‘neutral’ amid ‘high’ message volume, while sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> was ‘bearish’ amid ‘high’ message volume.<h2 class="st-heading-2">US Market Drivers</h2>In the prior session, the Dow Jones Industrial Average rose 0.5%, while the S&amp;P 500 climbed 0.8% and the Nasdaq Composite advanced 1.3%.Markets found support from cooling oil prices, signs of resilience in the U.S. economy, and a rally in technology and semiconductor stocks, even as investors continued to monitor developments in the U.S.-Iran conflict and the potential impact of U.S. President Donald Trump’s proposed 15% global tariff.Oil prices stabilized after sharp gains earlier in the week. U.S. West Texas Intermediate crude futures settled up about 0.13%, while Brent crude ended the session near flat as traders monitored supply risks tied to Middle East tensions.Separately, Treasury Secretary Scott Bessent said the administration’s recently announced 15% global tariff is likely to take effect this week.Technology and semiconductor stocks helped lead the rebound. Micron Technology and Advanced Micro Devices each jumped nearly 6%, while Broadcom and Nvidia rose more than 1%.Economic data also supported sentiment. ADP reported stronger-than-expected private-sector job growth in February, while the U.S. services sector expanded at the fastest pace since mid-2022 with easing price pressures.Jurrien Timmer, director of global macro at Fidelity Investments,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/TimmerFidelity/status/2029240457197494455">said on X</a> that market pullbacks are a normal part of the cycle and could present rebalancing opportunities. He noted that if markets see only a “10-15% drawdown while fundamentals remain robust,” it would likely be “a simple matter of rebalancing,” adding that “bonds have been the traditional diversifier and did that job well until the rate reset in 2022.”<h2 class="st-heading-2">Trending Stocks To Watch On NYSE, Nasdaq</h2>Webull (BULL): The stock fell nearly 5% in extended trading after the company reported fourth-quarter&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/webull-stock-falls-as-q4-2025-profit-miss-disappoints-traders/cZd96jORIdh">(Q4) earnings</a> of $0.01 per share, missing Wall Street estimates of $0.05.Robinhood Markets (HOOD): Shares jumped nearly 2% in after-hours trading&nbsp;following the company’s “Take Flight” event, where it went on to unveil a Platinum Credit Card featuring credit limits of $100,000 to $1 million and rewards including 5% cashback on dining and flights and 10% on hotels and car rentals.Broadcom (AVGO): Shares jumped nearly 5% after-hours as the chipmaker reported&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/broadcom-posts-modest-q1-2026-beat-forecasts-revenue-ahead-of-estimates/cZd9zbmRIdQ">first-quarter revenue</a> of $19.31 billion and earnings per share (EPS) of $2.05, both topping Wall Street estimates.United States Antimony (UAMY): The stock trended after the company announced completion of an initial resource engineering study for its Fostung Tungsten property in Ontario. Shares jumped nearly 2% in extended trading.Iris Energy (IREN): Shares fell about 6% in after-hours trading after the company expanded its at-the-market share sale program to $6 billion from $1 billion, even as it announced agreements to purchase over 50,000 Nvidia B300 GPUs to expand its AI cloud infrastructure.Rigetti Computing (RGTI): The stock slipped more than 4% in extended trading after reporting Q4 revenue of $1.9 million, missing analyst estimates of $2.33 million, while posting a non-GAAP EPS loss of $0.03 per share in line with expectations.<h2 class="st-heading-2">How Global Markets Are Performing Today</h2>In broader markets, the yield on the benchmark 10-year U.S. Treasury note was around 4.09%, while gold traded near $5,150 an ounce. Oil hovered near $75 per barrel after volatile trading earlier in the week.Asian markets were mostly higher on Thursday as sentiment improved following Wall Street’s rebound. Australia’s S&amp;P/ASX 200 rose about 0.63%, Japan’s Nikkei 225 surged more than 3%, and Hong Kong’s Hang Seng futures traded above the previous close.Among the catalysts for Thursday are earnings from Kroger, Burlington Stores, BJ’s Wholesale, Costco, and Marvell Technology. On the economic front, data is expected on Initial jobless claims, U.S. productivity, and the import price index, along with remarks from Fed Vice Chair for Supervision Michelle Bowman and Chicago Fed President Austan Goolsbee.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Wall Street bull stands in the financial district near the New York Stock Exchange (NYSE) on November 18, 2025 in New York City. (Photo by Spencer Platt/Getty Images)

Dow, S&P 500, Nasdaq Futures Rise As Oil Jitters From Iran War Ease: Why AVGO, HOOD, BULL, IREN, UAMY Are Trending After-Hours

Among the catalysts for Thursday are earnings from Kroger, Burlington Stores, BJ’s Wholesale, Costco and Marvell Technology. 

Equity

Invesco QQQ (NASDAQ:QQQ) Trading 1.5% Higher - Here's What Happened

Invesco QQQ (NASDAQ:QQQ) Trading Up 1.5% - What's Next...

<ul class="summary-bullets"><li>Judge Eaton has also repeatedly ordered customs officials to reascertain some of the import levies to remove the impact of President Trump’s tariffs that were applicable before the Supreme Court ruling.&nbsp;</li><li>As per the report, Judge Eaton said that he has been assigned to process all the refund lawsuits related to the tariffs that have been filed with the trade court.</li><li>Meanwhile, Treasury Secretary Scott Bessent said earlier on Wednesday in a CNBC interview that Trump’s new 15% import rate would likely go into effect this week.</li></ul>A U.S. federal trade court judge has reportedly ordered the Trump administration to stop calculating tariffs on importers’ customs paperwork.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-04/judge-orders-us-to-stop-calculating-ieepa-tariffs-for-importers?srnd=homepage-americas">report</a> from Bloomberg, Judge Richard Eaton from the federal trade court in New York has ordered the Customs and Border Protection ​to allow the entry of ​goods into the country without ​assessing tariffs. The move is to simplify refunds.The judge also questioned the administration about continuing to charge U.S. President Donald Trump’s emergency tariffs on importers’ customs paperwork even after the Supreme Court struck down the tariffs, calling them illegal.<h2 class="st-heading-2">Recalculation Ordered</h2>Judge Eaton has also repeatedly ordered customs officials to reascertain some of the import levies to remove the impact of President Trump’s tariffs that were applicable before the Supreme Court ruling.As per the report, Judge Eaton said that he has been assigned to process all the refund lawsuits related to the tariffs that have been filed with the trade court.Meanwhile, shortly after the Supreme Court ruled that Trump’s use of the International Emergency Economic Powers Act, or IEEPA, to reciprocally impose tariffs was unlawful, the president announced a 10% baseline tariff on all imports. He later hiked this to 15%, with Treasury Secretary Scott Bessent saying earlier on Wednesday that the new rate would likely go into effect this week.Bessent also told CNBC in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/04/bessent-says-global-15percent-tariff-starts-this-week-move-back-to-prior-rates-within-5-months.html">interview</a> that U.S. levies would effectively be back to earlier levels by August.<h2 class="st-heading-2">Market Reactions</h2>Meanwhile, U.S. equities edged higher up in Wednesday’s extended trading hours. The <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 0.09% at the time of writing. The <a href="https://stocktwits.com/symbol/SPY/">Invesco QQQ Trust ETF</a> (QQQ) climbed 0.04% higher, and the <a href="https://stocktwits.com/symbol/SPY/">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) was up 0.01%.On Stocktwits, retail sentiment around the S&amp;P 500 ETF was in the ‘bearish’ territory at the time of writing.For updates and corrections, email newsroom[at]stocktwits[dot]com.

American flag and cash dollar bills - Economics chart (USA, money, economy, inflation, elections, tariffs, government 

US Judge Orders Trump Administration To Halt Tariff Calculations For Importers: Report

According to a report from Bloomberg, Judge Richard Eaton questioned the administration about continuing to charge emergency tariffs on importers’ customs paperwork even after the Supreme Court struck down tariffs. 

<ul class="summary-bullets"><li>The Fed said that firms expected prices to rise at a somewhat slower pace in the near term.</li><li>The U.S. Central&nbsp;Bank said that overall, economic expectations were optimistic, with most districts expecting ‘slight to moderate growth’ in the coming months.</li><li>“Manufacturing activity improved overall since the previous reporting period,” as per the beige book.&nbsp;</li></ul>Prices in the U.S. increased moderately in recent weeks, with eight districts reporting moderate price growth and four seeing slight or modest increases, the Federal Reserve said on Wednesday.&nbsp;In the latest Beige Book,&nbsp;the Fed said, “Many Districts reported that costs rose across several nonlabor inputs, including insurance, utilities and energy, and metals and other raw materials.”&nbsp;On balance, firms expected prices to rise at a somewhat slower pace in the near term,&nbsp;according to the Fed.&nbsp;<h2 class="st-heading-2">Economic Activity</h2>The&nbsp;central bank added that overall economic activity&nbsp;had increased at a slight to moderate pace “in seven of the twelve Federal Reserve Districts, while the number of Districts reporting flat or declining activity increased from four in the prior period to five in the current period”.&nbsp;The Fed noted that the districts experienced differing growth levels, with two declining. It added that many manufacturing contacts reported more new orders, with some attributing the increased demand to data centers and related energy infrastructure.“Among reporting Districts, agricultural conditions were mostly flat, and energy activity grew modestly on balance. Overall, economic expectations were optimistic, with most Districts expecting slight to moderate growth in the coming months," it further said.&nbsp;<h2 class="st-heading-2">Fed Latest Stance</h2>At the January Federal Open Market Committee (FOMC) meeting, Federal Reserve officials expressed renewed concerns&nbsp;over inflation. Several policymakers indicated that the central bank might need to increase interest rates to contain rising prices.Several Fed officials saw the likelihood for more rate cuts if inflation declined as expected. In January, the Fed kept interest rates steady, citing inflation worries.&nbsp;&nbsp;U.S. equities&nbsp;climbed on Wednesday. At the time of writing, the SPDR S&amp;P 500 ETF (<a href="https://stocktwits.com/symbol/SPY">SPY</a>), which tracks the S&amp;P 500 index, was up by 0.8%, the Invesco QQQ Trust ETF (<a href="https://stocktwits.com/symbol/QQQ">QQQ</a>) jumped 1.6%, while the SPDR Dow Jones Industrial Average ETF Trust (<a href="https://stocktwits.com/symbol/DIA">DIA</a>) rose 0.57%. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘neutral’ territory at the time of writing.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

The Federal Reserve logo is visible on the William McChesney Martin Jr. Building on December 9, 2025 in Washington, DC.

Fed Beige Book Notes Modest Price Increase Across Districts In Recent Weeks

The Federal Reserve said that overall economic activity increased at a ‘slight to moderate pace’.

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Invesco QQQ, Sandisk, ProShares UltraPro Short QQQ, Intel, and CrowdStrike are the five Value stocks to watch today, according to MarketBeat's stock screener tool. Value stocks are shares of...

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Invesco QQQ, NVIDIA, and Tesla are the three Large Cap stocks to watch today, according to MarketBeat's stock screener tool. Large-cap stocks are shares of companies with large market capitalizations...

<ul class="summary-bullets"><li>Warsh, if confirmed by the Senate, will replace current Fed chairman Jerome Powell, for a four-year term.&nbsp;</li><li>Republican&nbsp;Senator Thom Tillis from North Carolina has said that he will not vote for any new nominees to the Fed until the investigation on Powell is resolved.</li><li>Current Fed Chair Powell is facing a criminal investigation from the Department of Justice into a $2.5 billion building renovation project at the Fed’s headquarters in Washington.&nbsp;</li></ul>The White House on Wednesday has officially nominated Kevin Warsh to be the next chair for the U.S. central bank.&nbsp;The White House has sent the nomination to the&nbsp;U.S. Senate, saying “Kevin Warsh, of Florida, to be Chairman of the Board of Governors of the Federal Reserve System for a term of four years.”Warsh, if confirmed by the Senate, will replace current Fed chairman Jerome Powell,for a four-year term.&nbsp;President Donald&nbsp;Trump on Jan. 30&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-nominates-kevin-warsh-as-next-fed-chair/cmySKL9R4SR">said</a> that he has picked Warsh, who is a former Fed governor, to be the next chair of the central bank.&nbsp;<h2 class="st-heading-2">Path To Confirmation Isn’t Easy</h2>Republican&nbsp;Senator Thom Tillis from North Carolina has said that he will not vote for any new nominees to the Fed until the investigation on Jerome Powell is resolved.&nbsp;Current Fed&nbsp;Chair Powell is facing a criminal investigation from the Department of Justice into a $2.5 billion building renovation project at the Fed’s headquarters in Washington as well as into&nbsp;his congressional testimony about the project itself.&nbsp;Powell has been&nbsp;at the center&nbsp;of&nbsp;criticism from Trump and his administration over the lack of rate cuts. Trump, since taking oath in January last year, has been pushing Powell and the Fed to cut benchmark interest rates.&nbsp;However, the Fed has only delivered rate cuts three times since then. In the latest Federal Open Market Committee (FOMC) meeting in January,&nbsp;the Fed kept interest rates steady, citing inflation worries.&nbsp;It is widely anticipated that Fed officials will keep interest rates unchanged at the upcoming policy meeting scheduled for March 17-18. According to the CME FedWatch tool, there is a 97.3% chance that the central bank will maintain its benchmark rates within the current target range of 3.50% to 3.75%.<h2 class="st-heading-2">Warsh’s Credentials</h2>Warsh has served in various capacities at&nbsp;multiple corporate and federal institutions. He has served as the Fed’s emissary to emerging and developed economies in the Asian region. He was also at Morgan Stanley as part of its mergers and acquisitions team.&nbsp;Meanwhile, U.S. equities&nbsp;climbed on Wednesday. At the time of writing, the SPDR S&amp;P 500 ETF (SPY), which tracks the S&amp;P 500 index, was up by nearly 1%, the Invesco QQQ Trust ETF (QQQ) jumped 1.8%, while the SPDR Dow Jones Industrial Average ETF Trust (DIA) rose 0.56%. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘neutral’ territory at the time of writing.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Kevin Warsh (L) talks with former EU Finance Minister Elena Salgado in 2010

White House Officially Nominates Kevin Warsh As Fed Chair, Senate Confirmation Pending

The White House has sent Kevin Warsh's nomination to the U.S. Senate on Wednesday.

<ul class="summary-bullets"><li>Peter Oppenheimer of Goldman Sachs said strong earnings growth of companies in the U.S. and in emerging markets, and the potential for economic growth, are deterrents to a deeper bear market.&nbsp;</li><li>The analyst is recommending diversified investments across geographies, factors, and sectors to improve risk-adjusted returns.&nbsp;</li><li>Meanwhile, U.S. equities traded in green on Wednesday at the time of writing.</li></ul>Goldman Sachs reportedly said on Wednesday that the risk of a deep bear market is unlikely despite the current geopolitical climate, disruption from artificial intelligence, and high valuations in the market.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/goldman-says-global-equities-face-correction-risks-bear-market-unlikely-2026-03-04/">report</a> from Reuters, the investment bank has said that it sees the “correction risks” as a buying opportunity."We see correction risks as high given current valuations, but expect this to present a buying opportunity with relatively low risk of a more ​protracted and deep bear market," Peter Oppenheimer, chief global ​equities strategist at Goldman Sachs, reportedly said in a note.<h2 class="st-heading-2">Bear Market Deterrent</h2>As per Goldman’s Oppenheimer, strong earnings growth of companies in the U.S. and in emerging markets, as well as the potential for economic growth, are deterrents to a deeper bear market.The analyst is recommending diversified investments across geographies, factors, and sectors to improve risk-adjusted returns.<h2 class="st-heading-2">Market Snapshot</h2>Stock markets across the world, especially in the U.S., have been spooked by ballooning AI capital expenditure announcements from big tech companies since the start of the year. Capex from tech firms is expected to be nearly $700 billion in 2026.Meanwhile, the U.S. and Israel’s war against Iran has sent prices of oil higher, stoking concerns over higher inflation and broader economic uncertainty.The <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, has declined by 0.24% in the past month.However, on Wednesday, the SPY ETF edged up 0.62% at the time of writing. The <a href="https://stocktwits.com/symbol/qqq">Invesco QQQ Trust ETF </a>(QQQ) climbed 1.35% higher, the <a href="https://stocktwits.com/symbol/dia">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) was up 0.59%, and the tech-heavy <a href="https://stocktwits.com/symbol/ndx">Nasdaq-100</a> (NDX) also climbed 1.33%.On Stocktwits, retail sentiment around the S&amp;P 500 ETF was in the ‘neutral’ territory at the time of writing.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A bull statue and a bear statue stand outside the Frankfurt Stock Exchange on April 7, 2025 in Frankfurt, Germany

Goldman Sachs Says Bear Market Unlikely Despite Geopolitical Tensions, AI Concerns, And High Valuations: Report

According to a report from Reuters, the investment bank has said that it sees the correction risks in the market as a buying opportunity. 

<ul class="summary-bullets"><li>Explaining its bullish outlook for the company, Aletheia stated in its note that the surge in demand for AI training and inference is continuing to drive massive consumption of high-bandwidth memory.</li><li>Micron is one of the leading producers of HBM modules, with its HBM3E module being specially geared toward AI applications.</li><li>Aletheia doubled its fiscal 2026 earnings-per-share estimates for Micron and tripled its fiscal 2027 EPS estimates.</li></ul>Micron Technology Inc. (MU) received a major price target hike on Wednesday from analysts at Aletheia, who also raised their earnings estimates for the company over the next two years.According to TheFly, Aletheia more than doubled its price target for Micron to $650 from $315, while keeping a ‘Buy’ rating on the shares. The new price target implies an upside of nearly 63% from the stock’s current levels.<a href="https://stocktwits.com/symbol/MU">Micron shares</a> were up nearly 6% in Wednesday’s opening trade.<h2 class="st-heading-2">Why Is Aletheia Bullish On Micron?</h2>Explaining its bullish outlook for the company, Aletheia stated in its note that the surge in demand for AI training and inference is continuing to drive massive consumption of high-bandwidth memory (HBM). Micron is one of the leading producers of HBM modules, with its HBM3E module being specially geared toward AI applications.Aletheia also noted that the rapid emergence of agentic AI workloads requires an “equally large volume (if not more) of diversified memories.”Aletheia doubled its fiscal 2026 earnings per share (EPS) estimates for Micron and tripled its fiscal 2027 EPS estimates.<h2 class="st-heading-2">Micron Ships Samples Of Industry’s Highest Capacity LPDRAM Module</h2>Micron on Tuesday announced that it has shipped the customer samples of the industry’s highest capacity low-power double-data-rate memory (LPDRAM) module, the 256GB SOCAMM2.The new module is aimed at data centers, and the company touted that it consumes a third of the power of a standard registered dual in-line memory module (RDIMM), while also taking a third of the footprint.“Micron’s 256GB SOCAMM2 offering enables the most power-efficient CPU-attached memory solution for both AI and HPC,” said Raj Narasimhan, senior vice president and general manager of Micron’s Cloud Memory Business Unit.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits regarding Micron trended in the ‘bearish’ territory, while message volume was at ‘high’ levels at the time of writing.One user stated that there is something “way bigger” brewing with Micron.<stembedurl>https://stocktwits.com/KdDoodah/message/646531451</stembedurl><a href="https://stocktwits.com/symbol/MU">MU stock</a> is up 40% year-to-date and 339% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-robotaxi-thumbs-up-bofa-upgrades-tsla-stock-heres-the-upside/cZd98fXRI5w">Tesla's Robotaxi Ambitions Get A Thumbs Up From BofA — Here's The Potential Upside For TSLA</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Micron Technology Ink logo is displayed on a mobile phone with the company branding visible in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

MU Stock Price Target More Than Doubled By Aletheia – Analyst Cites Rapid Emergence Of Agentic AI Workloads For Its Bull Thesis

According to TheFly, Aletheia raised its price target for Micron to $650 from $315, while keeping a ‘Buy’ rating on the shares.

<ul class="summary-bullets"><li>The MacBook Neo features the A18 Pro chip at its heart, which is the same chipset that powers the iPhone 16 Pro launched in 2024.</li><li>Apple stated that its latest low-cost notebook is up to 50% faster for everyday tasks when compared to a bestselling personal computer powered by the Intel Core Ultra 5 CPU.</li><li>The company also said that the MacBook Neo is up to three times faster for AI workloads and up to two times faster for photo editing tasks.</li></ul>Apple Inc. (AAPL) on Wednesday launched the MacBook Neo, a new line of affordable notebooks in the company’s portfolio, offering buyers an alternative to Google’s Chromebooks.The MacBook Neo is powered by an iPhone-class chip, which is a first for Apple’s lineup of notebooks. The MacBook Neo features the A18 Pro chip at its heart, which is the same chipset that powers the iPhone 16 Pro launched in 2024.<a href="https://stocktwits.com/symbol/AAPL">Apple shares</a> were up 0.2% in Wednesday’s opening trade. Retail sentiment on Stocktwits around the company trended in the ‘bearish’ territory at the time of writing.This comes after Apple&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-increases-prices-of-its-new-mac-book-air-and-pro-models-everything-to-know-about-its-latest-lineup/cZdeK53RIPf">increased</a> the prices of its MacBook Air and Pro lineup earlier this week.<h2 class="st-heading-2">Apple Touts MacBook Neo’s Power</h2>Apple touted the MacBook Neo’s power despite using an iPhone-grade chip. The company stated that its latest low-cost notebook is up to 50% faster for everyday tasks when compared to a bestselling personal computer powered by the Intel Corp. (INTC) Core Ultra 5 CPU. The company also said that the MacBook Neo is up to three times faster for AI workloads and up to two times faster for photo editing tasks.The MacBook Neo sports a 13-inch Liquid Retina display with support for up to 500 nits of brightness, along with an anti-reflective coating. It has two USB-C ports and a headphone jack.Apple’s latest notebook is available in Silver, Citrus, Indigo, and Blush colors. Prices start at $599 for the 256GB storage, with the 512GB version with Touch ID costing $699.<h2 class="st-heading-2">Taking On Chromebooks</h2>Apple’s latest notebook will compete with Google’s Chromebooks, which are available starting at $200, going all the way up to $700.However, while the MacBook Neo features the powerful A18 Pro chipset, many of the Chromebooks, especially around the $200 to $500 price points, use MediaTek chipsets. Some Chromebooks are also powered by Intel’s lower-end Celeron and Core i3 chip.<a href="https://stocktwits.com/symbol/AAPL">AAPL stock</a> is down 3% year-to-date, but up 12% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-robotaxi-thumbs-up-bofa-upgrades-tsla-stock-heres-the-upside/cZd98fXRI5w">Tesla's Robotaxi Ambitions Get A Thumbs Up From BofA — Here's The Potential Upside For TSLA</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An Apple logo is displayed outside their store in San Diego, CA. 

Apple Launches MacBook Neo At $599, Offering An Alternative To Google’s Chromebooks

The MacBook Neo is powered by an iPhone-class chip, which is a first for Apple’s lineup of notebooks.

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