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The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

Recent community discussions surrounding Compound ($COMP) are focused on concerns about the Compound Foundation's financial sustainability, potential governance issues, and comparisons to other projects in the Real World Asset (RWA) space. Some investors are expressing worry about a possible deficit and its impact on the protocol's future, while others remain optimistic about Compound's role in the evolving crypto landscape. Bullish investors point to the formation of the Compound Foundation and institutional interest as reasons for optimism.

“Hmmm” is a community meme token on the Solana network, launched on July 22, 2024, through Pumpfun. It’s a derivative of Pepe the Frog but has evolved into its own distinct meme with a unique identity. The token embraces the humor and intrigue of internet culture, playing on the idea of curiosity and speculation. “Hmmm” captures a playful approach to the world of meme tokens, designed to engage a community driven by fun and the whimsical side of crypto. Hmmm, maybe this’ll send.

hmmm

The crypto token HMMM is trending as the community highlights its potential and notes its integration with Phantom Wallet. Social media buzz suggests growing interest and positive sentiment around HMMM, with many anticipating a potential breakout. Community members are using terms like "moon," "rocket," and "early entries" to describe their expectations for the token's performance.

$RARI is an ERC-20 token that controls the RARI Foundation treasury and governs the Rarible protocol and RARI Chain. The token was issued in 2020 with a max. supply of 25 million $RARI.

Rarible

Rarible is trending as traders discuss its low market cap and potential for significant upward movement, with some eyeing a potential Binance listing as a major catalyst. Community members are actively speculating on entry points and anticipating a breakout, citing its limited supply and previous highs as reasons for optimism. Recent integration with Aleph Zero is also being highlighted.

Definitive is an onchain trading platform democratizing advanced trading tools for the masses. Trade any token on any chain with advanced trade order types including Market, Limit Buy/Sell, Stop Loss and TWAP orders.  Route your trade instantly across 100+ DEXs and liquidity pools to get the best prices on every trade. Definitive is built by former Coinbase Institutional trading alumni and active DeFi experts.

Definitive

EDGE is trending as community members discuss its recent price movements and potential for further gains, particularly in relation to BTC's performance. Some investors are highlighting the token's fundamentals, potential catalysts, and possible links to Coinbase, while others are closely watching for breakout opportunities and key resistance levels. The community is also weighing in on its trading platform and potential Binance listing.

Clanker is an autonomous agent for deploying tokens. Currently, users may request clanker to deploy an ERC-20 token on Base by tagging it @clanker on Farcaster.

tokenbot

Clanker Crypto is trending as users discuss issues with trading the token on Coinbase, including order filling and potential frozen markets. Despite these concerns, the community is also highlighting the token's limited supply and potential for significant price movement, with some anticipating a breakout and others pointing to bullish technical indicators. Some users believe it could be related to the Base App integration.

COTI is a fast and light confidentiality layer on Ethereum. Powered by the breakthrough cryptographic protocol Garbled Circuits and secured by Ethereum, COTI introduces the most advanced and compliant solution for data protection on the public blockchain. Paving the way for the next wave of Web3 innovation and adoption, COTI unlocks a whole new world of use cases, including confidential transactions, Artificial Intelligence, DeFi, decentralized identification, and more.

COTI

COTI is trending as the community discusses its potential, partnerships, and technology, particularly around privacy solutions and real-world asset tokenization. Recent news and developments, including its involvement with the Digital Euro project, have sparked conversations, though some express frustration with the token's price action relative to the news. Community members are also weighing in on potential price movements and long-term prospects.

|The Artificial Superintelligence (ASI) Alliance is the world’s largest open-source initiative dedicated to decentralized Artificial General Intelligence (AGI). Formed in April 2024, the ASI Alliance unites SingularityNET, Fetch.ai, and Ocean Protocol, with CUDOS joining as a network member shortly after. The ASI Alliance was established through a community-approved tokenomic merger—combining $AGIX, $FET, and $OCEAN into a single token: $FET. This unified token underpins a collaborative framework designed to scale open-source AI and stand as the largest open-sourced, independent entity in AI research and development. The Alliance is committed to accelerating the advancement of decentralized Artificial General Intelligence (AGI) and, ultimately, Artificial Superintelligence (ASI). It provides a robust, open-source innovation stack, empowering developers, enterprises, and researchers globally to build ethical, scalable, and groundbreaking AI solutions. This ensures that advanced intelligence remains a shared, accessible resource, fostering innovation beyond centralized systems and promoting a future where AI benefits all.

Fetch.ai

Fetch.ai ($FET) is trending as the community discusses its potential following the ASI merger, with some expressing frustration over price action while others remain optimistic about its long-term prospects in the AI sector; some users are noting the volume of FET being sold.

Biogen, Inc. is a biopharmaceutical company, which engages in discovering, developing, and delivering therapies for neurological and neurodegenerative diseases. Its products include TECFIDERA, VUMERITY, AVONEX, PLEGRIDY, TYSABRI and FAMPYRA for the treatment of MS, SPINRAZA for the treatment of SMA, ADUHELM for the treatment of Alzheimer's disease, and FUMADERM for the treatment of severe plaque psoriasis. The company was founded by Charles Weissmann, Heinz Schaller, Kenneth Murray, Walter Gilbert, and Phillip Allen Sharp in 1978 and is headquartered in Cambridge, MA.

Biogen Inc

Biogen ($BIIB) is trending due to recent activity around its Alzheimer's drug, Leqembi, including FDA approval for a new maintenance dosing schedule and a confirmed receipt of an acquisition proposal from Biogen to Sage Therapeutics. The community is discussing the potential impact of these developments on Biogen's growth and the attractiveness of its valuation and the potential buyout of smaller biotechs, as well as evaluating pipeline progress, new partnerships, and potential M&A activity.

About Mistery On Cro $MERY was born with the idea of being a meme coin on Cronos chain during the exploding 2024 meme coin season. The founder is David Bui, a well-known and seasoned #crofam $CRO investor on Cryptocom products and a big -well respected- personality on X. David minted “Mistery On CRO” on Cronos blockchain with the purpose of making this chain much better, more popular and specially more fun, but aside from serving as a mere “meme”, $MERY has the ultimate goal of also being a utility token that the founder and the team behind will push to bring many benefits to loyal hodlers. Launched in 27/3/2024 at Sydney, Australia, local time 21h00, the 690,000 $CRO presale sold out within 2 hours. The founder burned the LP to a dead wallet and the contract ownership was renounced. $MERY during its first week of launch got instant traction from the OG #crofam community who jumped in and secured bags. We are now a thriving community that will help nurturing and growing the project by sharing with more and more Web3 users.

Mistery

Mistery ($MERY) is trending alongside Cronos ($CRO), with community members noting their price movements often correlate. The community is excited about the project's listings and potential integration with platforms like Crypto.com, speculating about future price action and touting its strong community.

Chevron Corp. engages in the provision of administrative, financial management, and technology support for energy and chemical operations. It operates through the Upstream and Downstream segments. The Upstream segment consists of the exploration, development, and production of crude oil and natural gas, the liquefaction, transportation, and regasification associated with liquefied natural gas, the transporting of crude oil by major international oil export pipelines, the processing, transporting, storage, and marketing of natural gas, and a gas-to-liquids plant. The Downstream segment consists of the refining of crude oil into petroleum products, the marketing of crude oil and refined products, the transporting of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car, and the manufacturing and marketing of commodity petrochemicals and plastics for industrial uses and fuel & lubricant additives. The company was founded on September 10, 1879 and is headquartered in Houston, TX.

Chevron Corp.

Chevron is trending as investors monitor rising geopolitical tensions and their potential impact on oil prices, particularly after reports of strikes in the Middle East. Community members are closely watching technical indicators and potential gap fills, while analysts weigh in on the company's long-term strategies, including expansion projects and cost-cutting initiatives. Some traders are seeing opportunity amidst volatility with the potential for call options to print.

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<ul class="summary-bullets"><li>Super Micro’s order momentum, particularly amid investor concerns about market share erosion, is encouraging, Goldman says.</li><li>The firm’s upgraded price target implied more than 37% downside from current levels.</li><li>Retail traders see Super Micro stock as a long-term winner.</li></ul>Super Micro Computer, Inc. (SMCI) stock trended on Stocktwits after it rebounded in Friday’s premarket, following the company's negative preannouncement that sent the stock down nearly 9% in the previous session.Buoyed by Goldman Sach’s bullish commentary regarding order momentum,&nbsp;<a href="https://stocktwits.com/symbol/SMCI">Super Micro stock</a> climbed by over 1.5% in early premarket trading.<h2 class="st-heading-2">Super Micro’s Positive Deal Momentum</h2>Goldman analyst Michael Ng, in a note released late Thursday, said he is encouraged by artificial intelligence (AI) server maker Super Micro’s order momentum, particularly amid investor concerns about market share erosion, a summary of the note published on the Fly showed. As such, the analyst raised the price target to $30 from $27, implying over 37% downside from Thursday’s closing price of $47.92. Ng maintained a ‘Sell’ rating on the stock.&nbsp;Ng also noted the revenue miss predicted for the first quarter, dragged by deliveries pushed back to the second quarter as customers upgrade designs. The analyst expects the revenue miss to pressure margins.<h2 class="st-heading-2">What Retail Feels About Super Micro</h2>On Stocktwits, retail sentiment toward Super Micro stock flipped to ‘bullish’ by early Friday from ‘bearish’ the day before, and the message volume improved to ‘high’ levels.A bullish watcher recommended buying “any and all” dips in AI-leveraged names such as Super Micro.&nbsp;<stembedurl>https://stocktwits.com/Flickted/message/633539853</stembedurl>Another user called Super Micro a “long-term” winner. “SMCI could be the only OEM shipping GB300 racks in volume = strong pricing power &amp; margin boost,” they said. The user also said the pushout of revenue to the second quarter may have been due to a big customer likely upgrading orders to the GB300 Nvidia processor from the previous GB200 iteration.<stembedurl>https://stocktwits.com/amiteshsharma/message/633536853</stembedurl>Super Micro stock has traded in a 52-week range of $17.25 to $66.44, with the upper bound being its all-time high hit on Feb. 19. For the year-to-date (YTD) period, the stock has gained over 57%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-stock-rises-premarket-gets-big-price-target-hike/cLGJ0AVR3sg">Alphabet Stock Rises Premarket: Google Parent Gets Big Price-Target Hike As Q3 Earnings Loom</a>

Super Micro Computer, Inc. (Supermicro) logo appears on the screen of a smartphone in Reno, United States, on December 7, 2024.

Super Micro Stock Rises Premarket As Analyst Points To Strong Orders: Retail Traders Look To Capitalize On Thursday Dip

Super Micro’s order momentum, particularly amid investor concerns about market share erosion, is encouraging, Goldman says.

Equity

Snowflake stock rose over 1% in Monday’s early premarket session after an analyst increased the price target for the cloud-based data platform company.In a note published on Monday, Wedbush analyst Daniel Ives upped the price target for&nbsp;<a href="https://stocktwits.com/symbol/SNOW">Snowflake stock</a> to $270 from $250, implying 12% upside potential from its Friday’s closing price of $240.74. He said the stock is well-positioned to capitalize on elevated demand for AI use cases over the next 12-18 months. The analyst maintained an ‘Outperform’ rating for the stock.<h2 class="st-heading-2">Snowflake On Track For Growth Acceleration</h2>Ives opined that Snowflake has “ample” room to accelerate growth by fine-tuning its”go-to-market” strategy that combines “recent engineering, innovations, and marketing” to further scale its core capabilities. According to the analyst, the company is still in the early innings of capitalizing on artificial intelligence (AI) demand. He noted that the company was experiencing stronger deal flow, with 50% of the logos leveraging Snow for AI cases and 25% of organizations leveraging its AI capabilities on a weekly basis.“SNOW continues to put an emphasis on retrieval quality for AI within Cortex to let users do more with their data early in the data life cycle to bring together data into one unified view to optimize workflows, and optimize efficiencies,” Ives said.Ives believes the company is well-positioned to capitalize on elevated demand for AI use cases over the next 12-18 months.<h2 class="st-heading-2">Analyst Brace For Solid Q3 Print</h2>Ives's ation marked&nbsp; a back-to-back upward price target adjustment for Snowflake. Last Friday, Oppenheimer analyst Ittai Kidron lifted his price target from $295 to $175 and maintained an ‘Outperform’ rating, the Fly reported. He attributed his optimism to his belief that the company will report solid quarterly results among the analytics, data, infrastructure and security group. The firm’s channel checks showed strong third-quarter deal flow, and fourth-quarter pipeline generation and normal competitive dynamics.Snowflake stock has gained about 56% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-s-i-phone-17-sales-off-to-robust-start-report/ch6ClGMR3oY">Apple’s iPhone 17 Sales Off To Robust Start In Key Markets With Momentum Continuing Into October: Report</a>

Snowflake, the cloud computing-based data company that offers cloud-based storage and analytics services, at the Mobile World Congress 2024 in Barcelona, Spain, on Feb. 28, 2024. (Photo by Joan Cros/NurPhoto via Getty Images)

Snowflake Stock Rises Premarket: Analyst Says ‘Well Positioned’ To Capitalize On Elevated AI Demand

Ives ups price target to suggest roughly 12% upside and kept a ‘Outperform’ rating.

Apple, Inc.'s (AAPL) efforts to narrow the artificial intelligence (AI) gap with its mega-cap peers faced a further setback as another key AI executive has reportedly left the company.Ke Yang, who was recently appointed as head of Apple's "Answers, Knowledge and Information (AKI) group, has quit and joined Mark Zuckerberg-led Meta Platforms, Inc. (META), Bloomberg's Mark Gurman<a href="https://stocktwits.com/news-articles/markets/equity/hpe-stocks-sinks-on-weak-outlook-with-eye-on-higher-growth-businesses/ch6YFy1R3V7">&nbsp;reported</a>, citing people with knowledge of the matter. Gurman first reported about the<a href="https://stocktwits.com/news-articles/markets/equity/apple-building-stripped-down-chatgpt-rival-led-by-ex-siri-chief/chrXeJDRdRl">&nbsp;AKI unit</a>&nbsp;in early August, adding that it would work on creating a new ChatGPT-like search experience.&nbsp;The report said Yang was appointed as head of the unit just weeks ago, reporting directly to SVP of AI and machine learning (ML) John Giannandrea. Robby Walker, who previously headed the AKI unit after its setup, quit, according to a separate Bloomberg report published in mid-August, although the executive's LinkedIn bio hasn't reflected the change.What Retail Traders Feel About AAPL StockApple stock is down marginally (-0.08%) so far this year amid worries concerning slow uptake of its flagship iPhone hardware product, stung by a lack of innovative value additions, and macro- and geopolitical challenges.On Stocktwits, retail sentiment toward Apple stock remained 'bearish' as of late Wednesday, and message volume on the stream dropped to 'extremely low' levels. Retail traders on the platform chatted about the company's new products unveiled on Wednesday, including the new MacBook Pro, iPad Pro, and Vision Pro, powered by M5 chips. They also took note of the CEO Tim Cook's visit to Beijing and his commitment to increase investment in the country.<figure class="image"><img style="aspect-ratio:622/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_16_at_12_27_48_AM_png_433a5d3628.webp" alt="Screenshot 2025-10-16 at 12.27.48 AM.png" width="622" height="53"><figcaption>AAPL sentiment and message volume as of 12:25 a.m. ET, Oct. 16 | source: Stockwits</figcaption></figure>Why Yang's Rumored Departure MattersThe AKI team is key to Apple's long-delayed revamped personal assistant, which the company plans to launch in March. The upgraded Siri is widely believed to reinvigorate Apple's artificial intelligence thrust, especially as it lags behind mega-cap rivals such as Meta, Microsoft, Alphabet's Google, and Nvidia.&nbsp;&nbsp;The improved Siri will likely function like a ChatGPT-like large-language model, by extracting information from the web and corporate features, such as the ability to use personal data to handle more complex queries.&nbsp;Apple has seen a steady exit of top AI researchers who were working on the company's foundational models, beginning with Apple Foundation Models head Ruoming Pang. Most of these AI researchers have been tapped by Meta for its Superintelligence lab group that was set up this year to expedite the move toward artificial general intelligence (AGI).What's Next With Apple's AI Initiatives?According to Bloomberg, the AKI team will now be placed under Giannandrea's deputy Benoit Dupin, who is currently overseeing ML-related cloud infrastructure. Wedbush tech analyst Daniel Ives believes the AI monetization piece could add $75 to $100 per share to the Apple story over the coming few years. "We believe no 'AI premium' is factored into Apple's stock at current prices, which makes this a compelling large-cap tech name to own into year-end and 2026," he added.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/hpe-stocks-sinks-on-weak-outlook-with-eye-on-higher-growth-businesses/ch6YFy1R3V7">&nbsp;HPE Stock Sinks After-Hours As Weak Near-Term Outlook Dents Sentiment</a>

The Apple and Apple Intelligence AI logo are seen in this illustration photo taken on 13 June, 2024 in Warsaw, Poland. 

Apple AI Talent Exodus Continues As Exec Overseeing ChatGPT-Like Search Feature Jumps Ship To Meta: Report

Ke Yang was appointed as head of the unit just weeks ago, reporting directly to SVP of AI and machine learning (ML) John Giannandrea.

Salesforce, Inc. (CRM) stock&nbsp;rose more than 3.5%&nbsp;in Wednesday’s extended trading after the artificial intelligence (AI)-powered customer relationship management company provided an upbeat long-term forecast at its Dreamforce annual conference that was held in San Francisco.The San Francisco, California-based company&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://s205.q4cdn.com/626266368/files/doc_presentations/2025/10/Salesforce-Investor-Day-2025-10-15.pdf">guided</a> revenue of over $60 billion for 2030, exceeding the consensus estimate of $58.37 billion. The company clarified that the revenue outlook exceeded contributions from Informatica, which it has agreed to acquire in an $8 billion deal. The deal is expected to close in the fourth quarter or in the company’s fiscal year 2027.COO and CFO Robin Washington reportedly&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/15/salesforce-stock-jumps-after-company-offers-rosy-forecast-for-2030.html">suggested</a> at the conference that the company’s growth might be picking up pace. “We have had some lower-stage growth for a while,” she said. “That is reaccelerating.” She guided year-over-year (YoY) organic revenue growth to over 10% in each of the fiscal years between now and 2030 from the sub-10% rate seen since 2024.Commenting on the concern that AI services would threaten software companies, Salesforce CEO Marc Benioff said, “There’s a certain amount of, let’s just say, nonsense that’s out there. Like, for example, that these products are writing all the software, and that is not what’s happening.”On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/CRM">Salesforce stock</a> shifted to ‘extremely bullish’ by late Wednesday from ‘bullish’ the day before. The message volume on the stream also rose to ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:621/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_15_at_9_47_41_PM_png_3cfeb78db8.webp" alt="Screenshot 2025-10-15 at 9.47.41 PM.png" width="621" height="53"><figcaption>CRM sentiment and message volume as of 9:45 p.m. ET, Oct. 15 | source: Stocktwits</figcaption></figure>Salesforce expects a 50% increase in&nbsp;stock&nbsp;buybacks in the second half of fiscal year 2026 compared to the first half, even as it focuses on reducing stock-based compensation. CFO Washington reportedly said the company expects to buy back another $7 billion in shares in the next six months.Ahead of the conference, Salesforce announced a slew of AI partnerships with AI startups such as OpenAI and Anthropic, as well as with payment processing firm Stripe and retailer Williams-Sonoma.&nbsp;Even as the company sounded an upbeat tone at the Dreamforce event, its stock received a downgrade from Northland on Tuesday. According to a summary of the note provided by The Fly, the firm downgraded the stock to ‘Market Perform’ from ‘Outperform’ and issued a price target of $264.&nbsp;The firm attributed the downgrade to the non-materialization of its expectations that agentic AI would enable App software makers to charge multiples of their current ARPU and that Salesforce’s AgentForce positioned Salesforce to participate in the projected acceleration. The firm noted that over the past year, the company’s constant currency cRPO growth, a key user metric, has been rangebound between 10% and 11%.Salesforce stock is down about 29% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/johnson-and-johnson-battles-new-uk-talc-cancer-claims-worth-1-b-after-massive-us-verdict-report/ch6YNpzR3V5">Johnson &amp; Johnson Battles New UK Talc Cancer Claims Worth £1B After Massive US Verdict: Report</a>

The Salesforce logo and lettering can be seen on the facade of the company's Munich headquarters on June 24, 2025, in Munich (Bavaria). 

Salesforce Stock Rises After-Hours: Retail Traders Cheer Positive Long-Term Outlook

The company guided year-over-year organic revenue growth to over 10% in each of the fiscal years between now and 2030 from the sub-10% rate seen since 2024.

Why CRM Stock Gained Over 3% After-Hours Today 

The company guided year-over-year organic revenue growth to over 10% in each of the fiscal years between now and 2030 from the sub-10% rate seen since 2024.


Piper Sandler has lifted its price forecast for Palantir Technologies Inc. (PLTR), increasing its target to $201 from the previous $182. The firm reaffirmed its ‘Overweight’ rating, maintaining a bullish stance on the data analytics company despite valuation concerns.While acknowledging the stock’s premium pricing, the firm argues that Palantir's robust visibility into future revenue, coupled with surging momentum in commercial bookings, supports continued upside potential.&nbsp;<a href="https://stocktwits.com/symbol/PLTR">Palantir Technologies’ stock</a> traded over 1% higher on Tuesday mid-morning. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:931/108;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_14_115059_png_f7b3d90efb.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 11:45 p.m. ET on Oct. 14, 2025 | Source: Stocktwits" width="931" height="108"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 11:45 p.m. ET on Oct. 14, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 135% increase in user message count in 24 hours. A Stocktwits user said they have added to their stock position.<stembedurl>https://stocktwits.com/cream24/message/632257936</stembedurl>Piper Sandler highlighted that Palantir's commercial segment has delivered triple-digit booking growth so far this year, a key signal that demand remains strong. Despite the high expectations baked into the stock’s price, the firm believes this growth trajectory is far from peaking.Another driver, according to Piper, is Palantir's significant role in the U.S. defense ecosystem. With access to a share of the nation’s $1 trillion defense budget, the company is uniquely positioned to continue scaling operations and deepening its government relationships. This positioning, the firm suggests, provides an unparalleled wallet share opportunity.The company is scheduled to release its third-quarter (Q3) earnings on November 3. The data platform provider anticipates a Q3 revenue between $1.083 billion and $1.087 billion compared to the analysts’ consensus estimate of $1.09 billion, according to Fiscal AI data.&nbsp;Palantir stock has gained over 136% in 2025 and over 311% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/craig-hallum-flags-caution-on-navitas-share-price-jump-says-stock-is-getting-ahead-of-itself/ch6mAvlR3mn">Craig-Hallum Flags Caution On Navitas Share Price Jump, Says Stock Is ‘Getting Ahead Of Itself’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Palantir Stock Gets A Price Target Hike From Piper Sandler: Retail Stays Cautious

Piper Sandler highlighted that Palantir's commercial segment has delivered triple-digit booking growth so far this year, a key signal that demand remains strong.

ETFs Set to Benefit From JPMorgan's $1.5T U.S. Security Push

JPMorgan launches $1.5T decade-long initiative to boost U.S. security, energy and tech ahead of Q3 earnings report.

OpenAI's Dealmaking Spree Puts These ETFs in Focus 

OpenAI's partnership spree with AMD, Oracle & NVIDIA fuels AI boom -- ETFs like IYW, FTEC, FDN, AIQ & XT stand to gain.


SoftBank Group Corp. (SFTBY), the Japanese investment holding company led by Masayoshi Son, is reportedly offering shares of its Arm Holdings Plc. (ARM) subsidiary as collateral to finance an investment in U.S. artificial intelligence (AI) startup and Stargate project partner OpenAI.Minato, Tokyo-based SoftBank is nearing a deal with a few lenders for a margin loan, amounting to $5 billion, offering shares of Arm as collateral security, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-10/softbank-in-talks-for-5-billion-margin-loan-backed-by-arm-stock">reported,</a> citing people familiar with the matter. The debt raised through the margin loan would go toward additional investment in&nbsp;<a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a>, the report added. The total margin loans from Arm shares would now be $18.5 billion, including the $13.5 billion raised previously. Of the $13.5 billion, $5 billion is yet to be drawn, the report said.<a href="https://stocktwits.com/symbol/ARM">Arm stock</a> has added 38.3% this year, thanks to its exposure to AI, while the<a href="https://stocktwits.com/symbol/SFTBY"> SoftBank stock</a>, traded over the counter in the U.S., has jumped 160%. While the former has elicited ‘extremely bullish’ sentiment from among the users of the Stocktwits platform as of early Friday, retail mood toward the latter remained ‘bearish.’ The message volume on the Arm stream was ‘extremely high,’ while that on the SoftBank stream was ‘high.’The Son-led company sponsors tech-focused venture capital funds branded as “Vision Funds,” which primarily invest in both private and public tech companies. Specifically, the Vision Fund 2 was set up in 2019 to invest in AI-driven ventures and later-stage technology companies.While speaking at SoftBank’s annual shareholder meeting held in July, Son expressed hopes to transform his company into the “world’s top platformer for ASI [artificial super intelligence],” as he believed that it would be a winner-takes-all arena. “I’m all in,” he had said. British chipmaker Arm is an AI-leveraged company in its own right, and SoftBank has also acquired a U.K.-based AI accelerator manufacturer.SoftBank and OpenAI are lead partners in the private Stargate AI project announced by President Donald Trump just after his inauguration. The investment firm is leading a $40 billion funding round into OpenAI, with $10 billion already invested by SoftBank and other firms, a CNBC report said, adding that the remaining $30 billion in funding will be made by December.The Japanese firm is also awaiting the closure of its $6.5 billion acquisition of Ampere, which makes server chips based on the Arm architecture. The proposed deal has run into rough weather amid regulatory scrutiny. Earlier this week, the company announced an agreement to buy Swedish industrial giant ABB’s Robotics unit for $5.4 billion.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ray-dalio-is-getting-pre-world-war-ii-vibes-as-debt-spirals-out-of-control/ch6aFaSR31M">Ray Dalio Is Getting Pre–World War II Vibes As US Debt Spirals Out Of Control: ‘Plenty to Worry About’</a>

OpenAI CEO Sam Altman (L) and SoftBank Group CEO Masayoshi Son (R) attend an event titled "Transforming Business through AI" in Tokyo, Japan, on February 03, 2025. 

SoftBank Nearing $5B Term Loan Backed By Arm Shares To Fund Investment In OpenAI: Report

Arm stock has added 38.3% this year, thanks to its exposure to AI, while the SoftBank stock, traded over the counter in the U.S., has jumped 160%.

IBM’s (IBM)&nbsp;shares rose nearly 3% in Tuesday’s pre-market session to head toward a fresh all-time high after the company said it has teamed up with AI firm Anthropic in a new collaboration aimed at boosting enterprise software development through artificial intelligence.&nbsp;The partnership will embed Claude, Anthropic’s advanced large language model (LLM), into IBM’s software tools, starting with a new AI-first integrated development environment (IDE).On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘normal’ message volume levels.&nbsp;IBM clients are currently testing the new IDE in a private preview, and internal trials among 6,000 IBM users have shown average productivity boosts of 45%, delivering both time and cost efficiencies.The IDE, which supports multiple programming languages, aims to simplify and automate the software development lifecycle. Claude will assist engineers in managing tasks such as updating legacy code, generating context-aware code, and conducting automated reviews.“This partnership enhances our software portfolio with advanced AI capabilities while maintaining the governance, security, and reliability that our clients have come to expect. We’re giving development teams AI that fits how enterprises work, not experimental tools that create new risks,” said SVP, Software at IBM, Dinesh Nirmal.IBM also unveiled a new guide titled “Architecting Secure Enterprise AI Agents with MCP,” verified by Anthropic. This framework introduces the Agent Development Lifecycle (ADLC), which outlines the process of building, deploying, and maintaining AI agents within enterprise environments.&nbsp;IBM stock has gained over 31% year-to-date and over 27% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/datavault-ai-stock-rallies-33-percent-premarket-following-updated-guidance/ch6PaqkR3Wz">Datavault AI Stock Rallies 33% Pre-Market Following Updated Guidance</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Chip maker IBM logo is seen at the Mobile World Congress 2025 (MWC) at the Fira de Barcelona. (Photo by Davide Bonaldo/SOPA Images/LightRocket via Getty Images)

IBM Stock On Track To Hit All-Time Highs On Anthropic Deal

The partnership will embed Claude, Anthropic’s advanced large language model (LLM), into IBM’s software tools, starting with a new AI-first integrated development environment (IDE).

An equity strategist&nbsp;is weighing all his market optimism on third-quarter earnings, thanks to the ongoing momentum seen in artificial intelligence (AI).&nbsp;While appearing on CNBC’s “Fast Money” segment, Wells Fargo Chief Equity Strategist Ohsung Kwon&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=0PjGOpP5730">said</a> AI matters more to the market than the Fed. The strategist, however, acknowledged the importance of rate cuts in broadening the rally.The strategist noted that in the run-up to the Fed’s September meeting, easing trade happened, with small-cap and homebuilders finding favor among investors. Now that the Fed is officially in an easing cycle, traders are selling the news and rotating back into AI, he added. “I think outside of AI, I'm not really excited about anything,” Kwon said.&nbsp;He believes that for the rally to broaden, the manufacturing purchasing managers’ index (PMI) must exceed 50. “I don’t really see that happening unless rates fall more from here because this has been the most rate-sensitive manufacturing cycle in history,” he added. Wells Fargo forecasts two rate cuts this year and another two next year.Thanks to an AI-fueled rally on the back of AMD’s (AMD) OpenAI deal, the S&amp;P 500 and the major tech indices hit another fresh record. For the year-to-date (YTD) period, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund (ETF) that tracks the S&amp;P 500 Index, and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> have gained 15.6% and 19.3%, respectively.&nbsp;On Stocktwits, retail traders remained cautious, with the sentiment toward both the SPY and QQQ ETF remaining ‘bearish’ by late Monday. The message volume on the SPY stream remained ‘high,’ while that on the QQQ was at ‘normal’ levels.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/AIQ">Global X Artificial Intelligence &amp; Technology ETF (AIQ)</a> has gained over 32% for the year, while the&nbsp;<a href="https://stocktwits.com/symbol/MAGS">Roundhill Magnificent Seven ETF (MAGS)</a>, which tracks seven mega-cap tech stocks with exposure to AI, has risen 20%.&nbsp;The research firm predicts a 4% earnings beat, on average, for the upcoming reporting season, based on its modeling that analyzed approximately 350 macro variables, led by AI and semiconductor companies. He also said that tariffs didn’t significantly impact the third-quarter results. “I think it's more of a Q4 event and into Q1 because companies carry about 65 days of inventory at the end of Q2, which means that since Aug. 7, their inventories are going to run out in the middle of October to November.”Given his expectations that earnings will grow 11% this year and the next and another 12% in 2027, the strategist predicts low-teens returns for the S&amp;P 500 companies without any multiple growth. Factoring in profits, rates, sentiment and macro, Kwon said the backdrop is positive for equities and the S&amp;P 500 will likely hit 7,200 by year-end 2026.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-nasdaq-100-futures-slip-as-risk-appetite-dips/ch6PGgTR3WI">Dow, Nasdaq 100 Futures Slip As Risk Appetite Dips After 7-Day Rally: Strategist Stays Constructive On Equities</a>

Artificial Intelligence and machine learning concept - stock photo (Photo courtesy of Vertigo3d via Getty Images)

Wells Fargo Strategist Downplays Fed Rate Cuts, Says Market Rally Is All About AI

The research firm predicts a 4% earnings beat, on average, for the upcoming reporting season, based on its modeling that analyzed approximately 350 macro variables, led by AI and semiconductor companies.

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