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Paimon SpaceX SPV Token (SPCX) offers investors exclusive access to SpaceX's growth potential through a British Virgin Islands Special Purpose Vehicle structure. Each token represents fractional ownership in the underlying SPV that invests in venture capital funds with SpaceX exposure. SPCX provides a unique opportunity to participate in the space industry's leading innovator. The token structure enables global qualified investors to access this premium late-stage venture equity that would typically be unavailable to most. SPCX is deployed on BNB Chain with plans for multi-chain expansion.

Paimon SpaceX SPV Token

The ticker SPCX is surging amid widespread speculation and unconfirmed reports regarding a potential SpaceX IPO on the Nasdaq, leading to significant retail enthusiasm and debate over the legitimacy of the token. Community members are actively discussing the possibility of a major public listing while navigating concerns over potential scams and the impact this event could have on other aerospace sector proxies.

Bankr is an advanced AI agent focused on simplifying the process of buying and selling digital assets. Bankr was the first AI agent on Farcaster to help you quickly buy all your favorites coins directly in the social. BankrCoin is the official coin of the agent and was deployed by Bankr itself directly in the Farcaster social feed. Fees from swaps go to support BankrCoin. Bankr is available on Farcaster and will soon be launching a private terminal, token recs, and limit orders on Base.

BankrCoin

BankrCoin ($BNKR) is attracting significant community attention as a foundational infrastructure for autonomous AI agents within the Base ecosystem. Investors are actively debating its potential for utility-driven growth, often highlighting the ongoing development of its bot capabilities and strategic accumulation phase.

ConocoPhillips is an exploration and production company, which engages in the exploration, production, transport, and marketing of crude oil, bitumen, and natural gas. It operates through the following geographical segments: Alaska, Lower 48, Canada, Europe, Middle East, and North Africa, Asia Pacific, and Other International. The Alaska segment explores for, produces, transports and markets crude oil, natural gas and NGLs. The Lower 48 segment consists of operations located in the 48 contiguous U.S. states and the Gulf of Mexico. The Canada segment refers to oil sands development in the Athabasca Region of northeastern Alberta and a liquids-rich unconventional play in western Canada. The Europe, Middle East, and North Africa segment includes operations in the Norwegian sector of the North Sea, the Norwegian Sea, Qatar, Libya, Equatorial Guinea and commercial and terminalling operations in the U.K. The Asia Pacific segment focuses on explorations and product operations in China, Indonesia, Malaysia, and Australia. The Other International segment handles exploration activities in Columbia and Argentina. The company was founded by Isaac Elder Blake on November 25, 1875 and is headquartered in Houston, TX.

Conoco Phillips

ConocoPhillips is currently trending as investors weigh potential production shifts, geopolitical tensions, and recent reports of corporate workforce reductions. The community is actively debating the stock's long-term value, with many focusing on its dividend reliability and the operational impact of upcoming strategic shifts in the global energy market.

Evolution Metals & Technologies Corp. engages in developing a global supply chain for critical minerals and materials. It focuses on automotive, renewable energy, and military and defense sectors. The company is headquartered in West Palm Beach, FL.

Evolution Metals & Technologies Corp.

Evolution Metals & Technologies Corp. Common Stock

Evolution Metals & Technologies Corp. (EMAT) is gaining significant community attention as investors speculate on its role in domestic critical mineral supply chain independence and its transition toward a vertically integrated industrial platform. While some participants are closely monitoring the stock's recent volatility and low-float dynamics for potential momentum, others are debating the long-term execution of its expansion plans and the impact of its new equipment and funding agreements.

Investment Managers Series Trust II - Tradr 1.5X Short NVDA Daily ETF

Tradr 1.5X Short NVDA Daily ETF

Investors are actively debating the potential for an NVIDIA price correction, with many utilizing $NVDS as a leveraged hedging tool to capitalize on volatility or bet against current valuations. The community remains divided, weighing the risks of hyper-growth against technical indicators that suggest the stock may be overextended.

Orla Mining Ltd. is a capital pool company, which engages in the business of acquisition, exploration, development, and operation of mineral properties. Its material gold projects include Camino Rojo, South Railroad, and Cerro Quema. The company was founded on May 31, 2007 and is headquartered in Vancouver, Canada.

Orla Mining Ltd

Orla Mining is seeing increased investor focus due to its active role in gold sector M&A and ongoing production milestones, despite community frustration over recent equity dilution concerns. The community remains divided between those accumulating shares as a long-term hedge and traders skeptical of its short-term price performance and potential deal structure.

Lantronix, Inc. engages in the provision of software as a service (SaaS), engineering services, and hardware for Edge Computing, the Internet of Things (IoT), and Remote Environment Management (REM). Its services include Embedded IoT Solutions, IoT Systems Solutions, and Software and Engineering Services. The company was founded by Bernhard Bruscha in June 1989 and is headquartered in Irvine, CA.

Lantronix Inc

Lantronix is trending due to heightened investor interest following its recent earnings report and strategic expansion into the AI-driven drone market. Community discussions are centered on the company's partnerships with major tech players, its role in defense-related autonomous systems, and optimism surrounding its long-term growth potential in edge computing.

Waste Management, Inc. is a holding company, which engages in the provision of waste management environmental services. It operates through the following segments: Collection and Disposal-East Tier (East Tier), Collection and Disposal-West Tier (West Tier), Recycling Processing and Sales, Renewable Energy, and Healthcare Solutions. The East Tier segment includes the Eastern United States, the Great Lakes Region, and Canada. The West Tier segment refers to the upper Midwest region and British Columbia, Canada. The Recycling Processing and Sales segment focuses on the processing and sales of materials collected from residential, commercial, and industrial customers. The Renewable Energy segment develops, operates, and promotes projects for landfill gas use. The Healthcare Solutions segment relates to its primarily business to business company providing services that protect people and brands, promote health and well-being and safeguard the environment. The company was founded on September 30, 1987 and is headquartered in Houston, TX.

Waste Management, Inc.

Waste Management continues to be viewed as a defensive 'Steady Eddie' and recession-resistant holding, with recent community discussions focused on its long-term dividend growth, integration of healthcare solutions, and role in modernizing critical infrastructure. Investors are closely watching its performance as a stable rotation play during market volatility, balancing enthusiasm for its consistent cash flow against ongoing concerns regarding valuation and sector-wide regulatory pressures.

Pan American Silver Corp. engages in the operation, development, and exploration of silver and gold producing properties and assets. It operates through the Silver and Gold segments. The Silver segment includes La Colorada, Huaron, Morococha, San Vicente, and Manantial Espejo mines. The Gold segment refers to the Dolores, Shahuindo, La Arena, Timmins West, and Bell Creek mines. The company was founded by Ross J. Beaty and John H. Wright on March 7, 1979 and is headquartered in Vancouver, Canada.

Pan American Silver Corp

Pan American Silver (PAAS) is currently trending as investors focus on the company's strong production growth and its leverage to the ongoing silver price surge, with active community discussions highlighting the widening gap between paper silver prices and physical market shortages. Analysts are bullish on the company's improved outlook, fueled by recent project updates and record cash flow, while the community actively debates whether the stock is undervalued relative to its industrial-critical metal assets and the long-term potential of the precious metals super-cycle.

Starbucks Corp. engages in the production, marketing, and retailing of specialty coffee. It operates through the following segments: North America, International, and Channel Development. The North America segment focuses on the United States and Canada. The International segment is involved in China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America, and Caribbean. The Channel Development segment includes roasted whole bean and ground coffees, Seattle’s Best Coffee, and Teavana-branded single-serve products. The company was founded by Jerry Baldwin and Howard D. Schultz on November 4, 1985, and is headquartered in Seattle, WA.

Starbucks Corp.

Starbucks Corp

Starbucks is trending as investors digest the company's long-term growth targets and restructuring plans following a mixed quarterly earnings report. The community is actively debating the effectiveness of CEO Brian Niccol's turnaround strategy, with sentiment split between optimism over traffic recovery and concerns regarding margin pressure and high valuation.

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Cisco Surges on Strong AI Demand and Upbeat Outlook: ETFs to Win

Cisco surged on strong AI demand and upbeat guidance, boosting Cisco-heavy ETFs as AI infrastructure orders topped expectations.

<ul class="summary-bullets"><li>Robbins said that the company’s performance during the quarter demonstrated its relevance in terms of connecting and securing AI technology.</li><li>He added that Cisco has already achieved its $5 billion hyperscaler revenue target for the year, with one more fiscal quarter still to go.</li><li>The company has raised its hyperscaler revenue forecast to $9 billion, and Robbins added that it must bring in an additional $3.7 billion in revenue during the fourth quarter.</li></ul>Cisco Systems Inc. (CSCO) shares soared to an all-time high on Thursday after the company’s third-quarter results and fiscal year 2026 forecast blew past Wall Street expectations.Cisco stated that its record third-quarter (Q3) performance was driven by a strong, broad-based demand for its products. CEO Chuck Robbins stated that the company’s performance during the quarter demonstrated its relevance in terms of connecting and securing AI technology.<a href="https://stocktwits.com/symbol/CSCO">Cisco shares</a> were up more than 12% in Thursday’s midday trade, on track for the best single-day gains in over six years.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260514_111026069_png_69cd98ee1b.webp" alt="koyfin_20260514_111026069.png" width="2400" height="1240"><figcaption>Source: Koyfin</figcaption></figure><h2 class="st-heading-2">CSCO CEO Says AI Is Powering Tech Toward A ‘Networking Supercycle’</h2>During an interview with CNBC on Thursday, Robbins said that Cisco’s silicon strategy has allowed it to control more of its destiny and supply chain.He added that Cisco has already achieved its $5 billion hyperscaler revenue target for the year, with one more fiscal quarter still to go. The company has raised its hyperscaler revenue forecast to $9 billion, and Robbins added that it must bring in an additional $3.7 billion in revenue in the fourth quarter (Q4).“It feels like there is a bit of a networking supercycle we’re entering right now. I remember sitting in a board room… seven or eight years ago, when someone said, ‘Are we sure companies are going to continue to buy Ethernet switchboards?’ I think we’ve proven that that’s definitely the case,” Robbins said.He credited the company’s presence in the hyperscaler segment today to its 2016 acquisition of Leaba Semiconductor.Cisco acquired Israeli fabless chip startup Leaba for $320 million, even though the latter had not even taped out its first chip.“We design our own silicon. And what hyperscalers want is… they want silicon diversity. They want multiple sources, and this has always been true in the telecom space forever,” he added.<h2 class="st-heading-2">CSCO CEO Defends Layoffs</h2>Robbins defended the company’s decision to lay off about 5% of its workforce, impacting around 4,000 employees. He said Cisco needs more funding for its silicon, optics, AI, and security segments.“Given the speed at which the market is moving, we need to make a rapid reallocation of resources. By the way, a lot of the people that are potentially impacted will actually go take those jobs,” he said in the interview.<h2 class="st-heading-2">CSCO Results At A Glance</h2>Cisco reported earnings per share (EPS) of $1.06 on revenue of $15.8 billion, compared to Wall Street estimates of an EPS of $1.06 on revenue of $15.6 billion, according to Fiscal.ai data.The company raised its EPS forecast for fiscal year 2026 to $4.27 to $4.29 from $4.13 to $4.17, while the consensus estimate stood at $4.16. It raised its revenue guidance to $62.8 billion to $63 billion from $61.2 billion to $61.7 billion, while the consensus stood at $61.6 billion.<h2 class="st-heading-2">CSCO’s FY26 Guidance Turns Wall Street Bullish</h2>According to TheFly, Rosenblatt raised its price target on Cisco to $150 from $100 while maintaining a ‘Buy’ rating after strong networking growth and stabilizing security trends in the third quarter.The firm said Cisco still has multiple levers to protect operating margins above 34%, despite potential pressure from hyperscale demand and higher input costs.KeyBanc raised its price target on Cisco to $125 from $87 and maintained an ‘Overweight’ rating. The firm cited an acceleration in order growth to 35% and raised FY26 guidance above estimates, supporting its bullish outlook.KeyBanc stated that Cisco’s growth could exceed its long-term targets by 2027 and believes the stock’s premium valuation is justified if double-digit order momentum continues.<h2 class="st-heading-2">How Did Retail Traders React To CSCO?</h2>Retail sentiment on Stocktwits around Cisco trended in the ‘bullish’ territory with message volumes at ‘high’ levels at the time of writing.One user believes that CSCO stock soaring to $175 over the next 12 months is not out of the question.<stembedurl>https://stocktwits.com/SeeingGreen21/message/653316258</stembedurl><a href="https://stocktwits.com/symbol/CSCO">CSCO stock</a> is up 49% year-to-date and 87% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 27% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 39%.The Vanguard Information Technology Index Fund ETF (VGT) is up 50% during this period, while the State Street Technology Select Sector SPDR ETF (XLK) is up 54%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nbis-stock-new-52-week-high-wall-street-says-nebius-innovating-faster/cZX1H0cReSR">NBIS Stock Hits A New 52-Week High — Wall Street Says Nebius Is Innovating Faster Than Its Peers</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cisco is a US company from the telecommunications industry and is primarily known for its routers and switches

CSCO Stock On Track For Best Single-Day Gains In Over 6 Years — CEO Says AI Is Powering Tech Toward A ‘Networking Supercycle’

Cisco Systems Inc. (CSCO) shares soared to an all-time high on Thursday after the company’s third-quarter results and fiscal year 2026 forecast blew past Wall Street expectations.

Equity

During an interview with CNBC on Thursday, CEO Chuck Robbins stated that Cisco’s silicon strategy has allowed it to control more of its destiny and supply chain.

<ul class="summary-bullets"><li>UBS downgraded DELL to ‘Neutral’ from ‘Buy.’</li><li>Stocktwits sentiment climbed higher to ‘extremely bullish’ even as the stock dropped on Monday.</li><li>Traders now turn focus to Dell Technologies World conference, which kicks off next week; Nvidia CEO and Dell CEO will deliver a joint keynote on the opening day.</li></ul>Dell Technologies’ shares fell 5.2% on Monday and slipped another 1.3% in overnight trading after UBS downgraded the stock to ‘Neutral’ from ‘Buy,’ arguing that the AI-driven upside in the business was already priced into the shares.&nbsp;<a href="https://stocktwits.com/symbol/DELL">DELL stock</a> has nearly doubled this year. Demand for the company’s AI-optimized servers, powered by Nvidia and Advanced Micro Devices chips, has exploded as tech companies race to build AI data centers, driving record server orders, revenue growth, and a massive backlog. &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260512_103508349_png_2d60aebcb9.webp" alt="koyfin_20260512_103508349.png" width="1200" height="899"></figure>Dell has also gained from recent&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/smci-stock-hit-with-another-downgrade-amid-chip-smuggling-drama-why-are-retail-traders-still-bullish/cZ3lw3mRIip">turmoil</a> at rival Super Micro Computer after U.S. authorities charged one of the company’s co-founders over alleged export-control violations tied to Nvidia chips. Analysts said they believe some customers might have redirected orders to Dell in&nbsp;the&nbsp;weeks following the allegations.<h2 class="st-heading-2">UBS’ View On DELL</h2>DELL’s rally appears heated with the upside from business momentum and other factors already priced, UBS indicated. “Accelerating AI server demand [is] largely priced in,” analyst David Vogt said Sunday in a note to clients. “The risk/reward going forward is more balanced following strong execution over the past 12 months.”UBS said investors are pricing in earnings-per-share growth of at least 30% to 35%, which is significantly higher than both UBS’ projections and Dell’s own long-term expectation of midteens growth.In other words, while Dell might well revise its guidance higher in the next few quarters, these revisions are “likely already expected,” Vogt argued. Still, UBS bumped its price target on the stock to $243, up from $167, although the new target is still 1.6% lower from the stock’s last close.<h2 class="st-heading-2">Retail View On DELL</h2>On Stocktwits, the retail sentiment for DELL turned ‘extremely bullish’ on Monday, up from ‘bullish’ last Friday,&nbsp;“Dell should still have plenty of upside moving forward... with a market cap still below $200B, and its data center business is still, relatively, under the radar,”&nbsp;<a href="https://stocktwits.com/SCNC/message/652913717">said</a> a trader. Some were skepital as well. “DELL started short position on Friday. This has -10% to go more,” one&nbsp;<a href="https://stocktwits.com/SwingPlay/message/652958171">said</a>.<h2 class="st-heading-2">Next Catalysts For DELL</h2>Monday’s drop came after President Donald Trump offered a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dell-stock-spikes-to-record-highs-on-president-trump-s-endorsement/cZX2wOvRegV">hat tip</a> to the company at at a White House event last Friday. Trump thanked the Dell family and said, "Go out and buy a Dell! They're great."Last week, Goldman Sachs raised its price target on Dell Technologies to $215 from $195 and maintained a ‘Buy’ rating.Traders are now focusing on Dell Technologies World 2026 conference, which kicks off on Monday in Las Vegas, Nevada. Among the hotly anticipated items, Nvidia CEO Jensen Huang’s joint keynote with Dell CEO Michael Dell on the opening day is generating interest.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gsit-stock-rallies-ai-data-center-momentum-lifts-small-cap-sram-memory-chip-maker/cZXQzchReLI">GSIT Stock Rallies: AI Data Center Momentum Lifts Small-Cap SRAM Memory Chip Maker</a>

The Dell Technologies logo is being displayed at their pavilion during the Mobile World Congress in Barcelona, Spain.

DELL Stock Falls On UBS Downgrade: Analyst Flags Heated Valuation, Capped Upside

Surging demand for Dell’s AI-optimized servers has boosted earnings and the stock, but future business upside appears to be priced in, according to UBS analysts.

<ul class="summary-bullets"><li>Artificial intelligence poses a threat to MSFT’s dominant software products: TCI.</li><li>Boosts stake in Alphabet from 3% to 5%.</li><li>TCI top holdings include General Motors, Visa, and Moody’s.</li></ul>Microsoft (<a href="https://stocktwits.com/symbol/MSFT">MSFT</a>) share price eased 1% on Friday after British billionaire Christopher Hohn’s TCI Fund Management nearly liquidated most of its position in the Windows operating system developer, citing concerns that the rapid evolution of artificial intelligence could undermine the tech giant's dominance in software.&nbsp;&nbsp;TCI reduced its Microsoft holding from 10% of its portfolio at the end of 2025 to just 1% by March 2026. The move represents the offloading of an approximately $8 billion stake in the&nbsp;software giant, the Financial Times reported, citing a quarterly investor letter.&nbsp;"We reduced our investment in Microsoft because the rapid progress in AI introduces uncertainty over Microsoft’s competitive position in the future," Hohn reportedly said in the letter. "We are primarily concerned about Microsoft's Office productivity software franchise, where AI could change established workflows and lead to the emergence of new productivity platforms, but we also see some risks in Azure," he added.The decision marks a significant shift for TCI, which has been a staunch supporter of Microsoft for nearly a decade, benefiting from a roughly 400% rise in the company's share price over the past nine years.&nbsp;Hohn also holds stocks for an average of nine years, far longer than most other hedge fund traders typically do, in an effort to benefit from the long-term growth of high-quality stocks, FT said. TCI’s top holdings include General Motors, Visa, Moody’s, and the S&amp;P 500.&nbsp;<h2 class="st-heading-2">MSFT Hedge Fund Headaches</h2>In 2026, several high-profile hedge funds have reduced their exposure to Microsoft, citing a range of reasons from valuation concerns to fears of long-term AI disruption. While Microsoft’s AI partnership with OpenAI initially fueled a massive rally, these recent exits have raised concerns around investor sentiment.&nbsp;Duquesne Family Office and Tiger Global are among the names that recently cut their exposure to Microsoft stock, citing AI-related disruption concerns.&nbsp;<h2 class="st-heading-2">MSFT’s AI Ambitions&nbsp;</h2>Microsoft enjoyed an early first-mover advantage through its partnership with OpenAI, but that move is facing a tough test as Wall Street grows impatient with the pace of AI monetization.&nbsp;MSFT’s amended relationship with OpenAI has also raised a few concerns. While Microsoft remains a primary partner, OpenAI is now permitted to strike cloud deals with rivals like Amazon (AWS) and Google Cloud, ending Microsoft's exclusive access to the startup's newest innovations.&nbsp;Microsoft is also facing intense competition in the cloud segment. While Azure grew 40% in the first quarter of 2026, it was eclipsed by Google Cloud’s 63% growth, which Google attributed to its enterprise AI solutions becoming a primary driver. Meanwhile, AWS remains the market leader with a 28% share of the worldwide cloud market.&nbsp;<h2 class="st-heading-2">MSFT Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘bearish,’ and message volumes were ‘normal.’One user raised concerns about the viability of investing in MSFT at the moment and highlighted the gains available in other AI-related stocks.&nbsp;<stembedurl>https://stocktwits.com/chrisjam92/message/652764479</stembedurl>The stock has dropped 4.2% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Microsoft logo appears on a smartphone screen with the OpenAI logo in the background

MSFT Stock Drops After British Hedge Fund Slashes $8B Stake, Almost Ends Decade-Long Holding

British billionaire Chris Hohn’s hedge fund TCI cut its position in Microsoft from 10% to 1%. 

<ul class="summary-bullets"><li>Ouster stated that major customers such as Google, Volvo Autonomous Solutions, and Liebherr intend to adopt the company’s latest family of lidar sensors.</li><li>The company added that these customers range from those operating in the automotive and robotics segments to those in the industrial and smart infrastructure markets.</li><li>Ouster stated that its Rev8 OS sensors are available to order starting Monday, with shipping scheduled to begin this quarter.</li></ul>Ouster Inc. (OUST) on Monday announced the next-generation family of lidar sensors, Rev8, featuring L4 Ouster Silicon.Ouster stated that the Rev8 family of lidar sensors features double the range and resolution over the prior generation. Rev8 also features the world’s first patented native color lidar sensors, according to the company.<a href="https://stocktwits.com/symbol/OUST">Ouster shares</a> were up more than 15% in Monday’s opening trade. OUST was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">Big Customers Lining Up, Says Ouster</h2>Ouster stated that some major customers, including Alphabet Inc.’s (GOOG, GOOGL) Google, Volvo Autonomous Solutions, and Liebherr, intend to adopt the company’s latest family of lidar sensors.The company added that these customers range from those operating in the automotive and robotics segments to those in the industrial and smart infrastructure markets.Ouster said its Rev8 OS sensors are available to order starting Monday, with shipping scheduled to begin this quarter.<h2 class="st-heading-2">Making Autonomous Driving Easier</h2>Ouster stated that the new Rev8 sensors unify structure and color to provide the full context necessary for autonomous driving, including road signs, interpret brake lights, and more.The company added that Rev8’s sensors capture megapixel-resolution data and assign color to each point at the hardware level, reducing delay and improving alignment. The single-sensor setup eliminates the need for complex calibration and provides combined 3D and color data, operating across lighting conditions from 1 lux to 2 million lux.“With the L4 Ouster Silicon, we are delivering on the promise of our digital architecture to deliver exponential improvements in performance, doubling our core specs and simultaneously introducing the world’s first native color lidar to give machines 3D human-like sight for the next era of Physical AI,” said Ouster CEO Angus Pacala.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/OUST">Ouster</a> trended in the ‘bullish’ territory with message volumes at ‘high’ levels at the time of writing.One bullish user stated that Ouster is building a company that will become the eyes of the AI era.<stembedurl>https://stocktwits.com/jpcalm68/message/652162441</stembedurl>Another user praised the new Rev8 sensors.<stembedurl>https://stocktwits.com/Moon_rocket69/message/652160277</stembedurl><a href="https://stocktwits.com/symbol/OUST">OUST stock</a> is up 37% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/OUST">GOOGL stock</a> is up 23%. The iShares Russell 2000 ETF (IWM) is up 42% over the past 12 months, while the Vanguard Information Technology Index Fund ETF (VGT) is up 50%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gamestop-ryan-cohen-ebay-build-larger-business-gme-ebay-stock/cZQMpRjReJc">Ryan Cohen Says GameStop Can Issue Additional Stock To Get eBay Deal Done — This Analyst Is Skeptical About The Synergies</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of Ouster Inc. is seen displayed on a smartphone

Ouster’s New Lidar Promises Human-Like Vision — And Big Names Are Already Lining Up

Ouster stated that the Rev8 family of lidar sensors features double the range and resolution over the prior generation.

Bet on These ETFs as Microsoft's Shares Slip Despite Q3 Earnings Beat

MSFT shares slip despite Q3 earnings beat as heavy AI spending dents sentiment, steering investors toward ETFs for diversified exposure to its cloud growth story.

<ul class="summary-bullets"><li>Commodity Futures Trading Commission Chair&nbsp;Michael Selig&nbsp;told CoinDesk the agency is building artificial intelligence tools to review crypto filings and filter out weak applications.</li><li>The regulator plans to increase enforcement against fraud, market manipulation, and insider trading across crypto and prediction markets.</li><li>Selig said artificial intelligence is helping manage staffing cuts while supporting a rise in investigations.</li></ul>Commodity Futures Trading Commission (CFTC) Chair&nbsp;Michael Selig&nbsp;reportedly said on Tuesday that the agency was developing artificial intelligence (AI) tools to review crypto registration filings and strengthen market oversight.Selig told CoinDesk in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coindesk.com/policy/2026/04/27/cftc-s-ai-will-review-u-s-crypto-registration-applications-chairman-tells-coindesk">interview</a> that the AI system would automatically flag incomplete applications, insufficient descriptions, or obvious errors, allowing weak filings to be rejected or moved to the back of the queue. He added that these tools would also highlight key information for staff, speeding up a process that was still largely manual. The CFTC was also training employees on Microsoft (MSFT) Copilot and building internal tools to analyze swap data and monitor trading activity.<a href="https://stocktwits.com/symbol/MSFT">MSFT’s stock</a> was trading up 0.72% during afternoon trading hours. On Stocktwits, the retail sentiment around MSFT remained in the ‘bullish’ zone, while chatter levels around rose to ‘high’ from ‘normal’ from the past day.&nbsp;The CFTC Chair explained that the agency will step up enforcement against fraud, market manipulation, and insider trading across crypto markets. He also pointed to prediction markets, saying the agency will pursue participants suspected of abusing insider information.The push builds on recent digital asset classification&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/newsroom/press-releases/2026-30-sec-clarifies-application-federal-securities-laws-crypto-assets">guidance</a> issued by the Securities and Exchange Commission (SEC), aimed at giving market participants clearer regulatory boundaries.<h2 class="st-heading-2">AI Helps Offset Staffing Cuts</h2>The push toward AI comes as the agency faced internal resource constraints while taking on a broader mandate. Earlier this month, Selig&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coindesk.com/policy/2026/04/16/u-s-cftc-s-selig-says-ai-has-helped-make-up-for-staffing-cuts-at-key-crypto-watchdog">noted</a> that artificial intelligence helped offset staffing reductions of more than 20%, as the CFTC navigated federal workforce cuts while overseeing the fast-growing crypto and prediction markets sectors. Despite fewer personnel, he noted that the agency has already launched “numerous investigations,” signaling a more active enforcement posture.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=CT5vC2zS5Qk">Speaking</a> at the Bitcoin 2026 conference on Monday, Selig emphasized a more proactive and innovation-friendly regulatory approach.He said the CFTC was focused on protecting software developers building on Bitcoin (BTC) and ensuring they are not unfairly targeted in the absence of clear rules. Selig added that the agency wanted to foster an environment in which developers could build in the United States while supporting responsible innovation.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at $76,002, down over 1% during the past day. On Stocktwits, retail sentiment around BTC remained in the ‘bullish’ zone, while chatter stayed at ‘normal’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-crossexchange-trading-volume-spikes-fed-rate-cut/cZBobX5Redk">Bitcoin Cross-Exchange Trading Volume Spikes 136% Ahead Of Fed Rate Cut Decision</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Michael Selig, Chairman and Commissioner of the Commodity Futures Trading Commission, on Wednesday, November 19, 2025. (Bill Clark/CQ-Roll Call, Inc via Getty Images)

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