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Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending lower post-earnings despite beating expectations, as substantial AI capital expenditures and slightly decelerating Azure growth spark community debate over the immediate return on its AI and OpenAI investments, leading to divided sentiment between those seeing a buying opportunity and those cautious about the heavy spending.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is trending after a new Gotham City Research report alleged over a billion in overstated earnings and undisclosed related-party transactions with its CEO's father's company, fueling intense community debate about the legitimacy of its business model and drawing comparisons to past financial scandals.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending after crushing Q4 earnings and issuing strong guidance, with its aggressive AI capital expenditure program sparking both enthusiastic analyst upgrades and debate among investors about the long-term return on investment.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending after its latest earnings call unveiled a bold strategic pivot to discontinue Model S and X production, prioritizing massive investments in Optimus robots, AI, and robotaxi development despite revenue declines. The community is sharply split, with supporters hailing it as a visionary leap into "physical AI" while skeptics highlight the colossal execution risk and Musk's history of missed timelines amid rising competition.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is experiencing a significant sell-off despite reporting strong quarterly results, accelerated AI offerings, and announcing a substantial share buyback, as the market questions valuations and the impact of AI on the broader SaaS sector. The community is sharply divided, with some viewing this as a major disconnect and a buying opportunity, while others express concern over perceived market manipulation and the future of software stocks.

Virtuix Holdings, Inc.is a technology and entertainment company. It focuses on developing virtual reality (VR) hardware and software. The company was founded by Jan Goetgeluk on December 20, 2013 and is headquartered in Austin, TX.

Virtuix Holdings Inc. - Ordinary Shares - Class A

Virtuix (VTIX) is experiencing explosive volatility following its Nasdaq listing, driven by reported 138% year-over-year revenue growth. The community is actively speculating about a tight float and potential for a short squeeze, drawing comparisons to other high-flying direct listings.

Namib Minerals is a gold producer, developer and explorer with operations focused in Zimbabwe. The company was founded on June 5, 2025 and is headquartered in George Town, Cayman Islands.

Namib Minerals.

Namib Minerals

Namib Minerals is trending as gold prices reach new all-time highs, sparking community discussion about the low-float miner's potential for a significant short squeeze amidst high borrow rates and trapped short positions.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the Materials and Magnetics segments. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending after its swift rebuttal of a Reuters report claiming the government walked back critical mineral price guarantees, with MP clarifying its binding Department of Defense price floor remains fully intact. The community sees the initial report as market manipulation, driving conversation around MP's secured position in the rare earth supply chain.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is trending after announcing a $1.2 billion public offering of common stock and convertible notes, which has fueled community debate over dilution concerns and the discounted offering price, though many view it as a necessary capital raise to accelerate FAA certification and commercial launch efforts.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending following impressive quarterly earnings and a strong forward outlook, with analysts issuing numerous upgrades and the community celebrating its accelerating software and AI businesses, including a strategic acquisition bolstering its data streaming capabilities.

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Citizens Financial Group Inc. RI increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.3% during the third quarter, according to its most recent 13F filing with the...

<ul class="summary-bullets"><li>Wall Street weighed heavy earnings and lingering government shutdown concerns.</li><li>Meta’s upbeat outlook offset Microsoft’s cloud slowdown, shifting focus to Apple’s earnings later today.</li><li>Commodities surged, with gold and silver hitting fresh record highs.</li></ul>U.S. stock futures were higher early Thursday as investors parsed the earnings report from the first of the “Magnificent Seven” companies (Meta, Microsoft, and Tesla), with the focus shifting to Apple, which reports earnings later today.&nbsp;As of 3:00 a.m. ET on Thursday, Nasdaq futures were up 0.4%, S&amp;P 500 futures gained 0.3%, while the Dow and Russell 2000 futures were flat.&nbsp;&nbsp;Meanwhile, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq 100 Index, remained ‘extremely bearish’, amid high message volumes.&nbsp;Precious metals continued to notch fresh records, with gold surging near $5600 and silver past $120.&nbsp;<a href="https://stocktwits.com/symbol/GLD/">SPDR Gold Shares ETF (GLD)</a> was the top trending ticker on Stocktwits at the time of writing. The&nbsp;<a href="https://stocktwits.com/symbol/SLV">iShares Silver Trust (SLV)</a> also saw retail sentiment remaining in the ‘extremely bullish’ territory, with ‘extremely high’ levels of chatter. Among base metals, copper prices too have surged 9% this month.Trending Stocks To WatchApple (AAPL): Investors will be watching for its earnings report after the market closes, with an eye on iPhone demand commentary and updates to its AI roadmap.Western Digital (WDC),&nbsp;SanDisk (SNDK): Watch out for these data storage giants as they report earnings today.Meta Platforms (META), Microsoft (MSFT):&nbsp;Meta stock surged in after-hours, driven by a strong sales forecast and a $100-billion AI investment plan. On the other hand, Microsoft tumbled due to slowing cloud growth and soft margin guidance.Tesla (TSLA): CEO Elon Musk confirmed plans to discontinue two EV models as it pivots to robotics. Tesla has also warned that capital expenditures could exceed $20 billion in 2026.Critical Minerals (MP, UAMY, TMC, USAR, CRML): U.S. miner stocks were under pressure amid reports that the Trump administration was considering shelving plans for minimum price floors. MP Materials was one of the first companies to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-mp-uamy-tmc-usar-crml-stocks-dip-after-hours-today/cmyLvl0R40w">state</a> that the news was “inaccurate.”&nbsp;Carvana (CVNA): The stock plunged yesterday amid a high-profile short seller's accusations of overstated earnings.Alibaba (BABA): Its logistics arm reportedly plans to merge its autonomous driving unit with a Chinese ‘Robovan’ startup.Nvidia (NVDA):&nbsp;Faces renewed scrutiny after U.S. lawmakers raised concerns about its past involvement with China’s DeepSeek AI models.Home Depot (HD): Has announced layoffs of roughly 800 workers and mandated a full return to work-from-office.CRISPR Therapeutics (CRSP),&nbsp;Beam Therapeutics (BEAM):&nbsp;Cathie Wood’s ARK Investment Management has bought shares in these gene-editing stocks.Serina Therapeutics (SER): The stock surged in after-hours trading after the FDA cleared its Investigational New Drug (IND) application for a drug to treat advanced Parkinson’s disease.Other tickers trending on Stocktwits at the time of writing included ServiceNow (NOW), SoFi Technologies (SOFI), CrowdStrike Holdings (CRWD), and Novavax (NVAX), among others.&nbsp; Other Catalysts To Watch On the economic front, traders will monitor Initial Jobless Claims and the U.S. Trade Balance data today.And on the earnings radar, investors will also be watching for the quarterly reports from Mastercard (MA), Honeywell (HON), Caterpillar (CAT), and Comcast (CMCSA) before the markets open. After the close, investors will watch earnings from Visa, SAP, KLA, Deckers Brands, and Stryker, among others.For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Climb Ahead Of Apple Earnings: Why META, TSLA, MP, CRML, SER Are On Traders' Radar Today

 Retail sentiment on major ETFs such as SPY and QQQ remains ‘extremely bearish’ on Stocktwits. 

Equity

Retail sentiment on major ETFs such as SPY and QQQ remains ‘extremely bearish’ on Stocktwits. 


OpenAI In Talks To Raise Billions From Nvidia, Amazon, Microsoft: Report

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Micron and NVIDIA have been highlighted in this Screen of The Week article.

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ASML is the only company in the world that makes extreme ultraviolet lithography machines, which are crucial for manufacturing advanced AI chips...

<ul class="summary-bullets"><li>OpenAI is reportedly in talks to raise up to $60 billion from Big Tech firms.</li><li>Amazon is considering investing in OpenAI for the first time, with talks reportedly hinging on separate cloud and commercial agreements.</li><li>Softbank completed a $41 billion investment in the ChatGPT maker in December.</li></ul>OpenAI is&nbsp;in talks to raise up to $60 billion from its existing backers, Nvidia and Microsoft, and first-time investors Amazon, The Information reported on Wednesday, citing a source.Nvidia could put in up to $30 billion, Amazon between $10 billion&nbsp;and $20 billion, and Microsoft just under $10 billion, the report said. Interestingly, Amazon is a major investor in OpenAI rival Anthropic, alongside Microsoft and Nvidia, which are also minor shareholders.&nbsp;Amazon's investment could depend on separate negotiations, including a possible expansion of OpenAI's cloud server rental deal with Amazon and a commercial agreement for OpenAI to sell its products, such as enterprise ChatGPT subscriptions, the report&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/nvidia-microsoft-amazon-talks-invest-60-billion-openai">said</a>. Amazon Web Services is one of the cloud providers for OpenAI.Such&nbsp;transactions in the AI space have&nbsp;raised concerns about&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-said-to-be-weighing-10b-investment-in-open-ai/cLeOJXxREpq">circular deals</a>, with infrastructure suppliers, cloud providers, and AI companies increasingly investing in one another while simultaneously transacting billions of dollars in goods and services – and ratcheting up risk.Reports earlier this week said SoftBank is eyeing a $30 million investment in OpenAI. The Japanese&nbsp;firm said in December that&nbsp;it had completed a $41 billion investment in the ChatGPT maker, giving it an 11% stake.Reports have&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/media-telecom/softbank-talks-invest-up-30-billion-more-openai-wsj-reports-2026-01-28/">said</a> that new funding would&nbsp;catapult OpenAI’s valuation&nbsp;above $800 billion, making it the most valued private company in the world. OpenAI, which recently&nbsp;converted to a for-profit entity, has also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/openai-ipo-could-be-the-biggest-ever-aiming-for-a-whopping-1-trillion/cLGFXW3R3D9">kicked off</a> plans for its initial public offering.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lrcx-stock-surges-over-5-on-upbeat-q2/cmyLzU9R406">LRCX Stock Surges Over 5% On Upbeat Q2, Lands 'Buy' Rating From Analyst</a>&nbsp;

OpenAI CEO Sam Altman with a smartphone displaying OpenAI logo. The ChatGPT operator is expected to announce a slew of product updates at its developer conference, DevDay 2025, on Monday. (Photo by Didem Mente/Anadolu via Getty Images)

Nvidia, Amazon, Microsoft Said To Circle Mega Fundraising Round That Could Push OpenAI Valuation Past $800B

Recent reports also note that SoftBank is eyeing a further $30 billion investment. 

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

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Major tech companies, including NVDA, are reportedly in talks to invest up to $60 billion in OpenAI, valuing the AI startup at an estimated $830 billion.

Hyperscalers like Meta and Microsoft announced stronger-than-expected earnings and significantly increased capital expenditure on AI infrastructure, boosting confidence in chip demand.

Nvidia CEO Jensen Huang confirmed China is finalizing licenses for H200 chip sales, with reports of initial approvals for major internet giants.

Traders are closely watching NVDA's price action around $190, anticipating a breakout towards new highs with bullish targets ranging from $200 to $300+.

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