SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Akanda Corp. is a cannabis cultivation, manufacturing, and distribution company, which engages in the provision of premium quality and ethically sourced medical cannabis products to patients. The company cultivates and processes natural cannabis at facilities in the Kingdom of Lesotho, Africa and intend to supply medicinal-grade cannabis biomass, cannabis flower, and cannabis concentrates to wholesalers. It also imports and sells medical cannabis-based products. The company was founded on July 16, 2021 and is headquartered in New Romney, the United Kingdom.

Akanda Corp

Akanda Corp is trending as a high-volatility, low-float momentum play that community members are aggressively trading as a potential short squeeze candidate. Traders are actively debating whether this is a sustainable rally or a pump-and-dump, focusing on elevated cost-to-borrow rates and the stock's tendency for rapid, multi-day spikes reminiscent of past microcap runners.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending due to heightened anticipation ahead of upcoming earnings, with investors closely watching for updates on the Phase 3 obesity program and potential pipeline expansions. The community remains focused on the long-term potential of its dual agonist VK2735, debating whether standalone development or a major partnership/buyout represents the most viable path to unlocking value.

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 is facing heavy selling pressure after raising its full-year capital expenditure guidance to support AI infrastructure, despite delivering strong revenue growth and earnings beats. Investors remain deeply divided, with many expressing frustration over the persistent spending cycle while others view the dip as a tactical buying opportunity in a growth-focused leader.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit Inc. is trending as investors debate the sustainability of its growth-driven valuation and monetization potential ahead of earnings. Community discussion is heavily focused on the stock's sensitivity to broader software sector volatility and the contrast between strong fundamental revenue expansion and persistent downward pressure from short sentiment.

FuelCell Energy, Inc. engages in the business of developing, designing, producing, constructing, and servicing high temperature fuel cells for clean electric power generation. It operates through the following geographical segments: the United States, South Korea, and Europe. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is experiencing renewed momentum as investors bet on its potential to capitalize on the surging power demands of AI data centers, mirroring the market excitement seen in peers like Bloom Energy. While the community remains divided over management's track record and past share dilution, bullish sentiment is driven by the company's modular power solutions and a growing pipeline of data center project proposals.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is surging on momentum fueled by an alliance with Musk's TERAFAB and strong political endorsements, driving intense community debate over whether it is a legitimate turnaround or a speculative bubble. While bulls are celebrating the companys revaluation as a critical domestic AI infrastructure play, many traders are warning of a potential 'pump and dump' setup and cautioning against chasing the rapid climb.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce is attracting significant community attention as investors weigh the company's strong long-term fundamentalsincluding consistent share buybacks and progress on Small Modular Reactor (SMR) contractsagainst short-term macroeconomic volatility driven by geopolitical tensions in the Middle East. While some market participants are expressing concern over potential flight hour disruptions and broader aviation sector pressure, many long-term holders view the current price action as a strategic entry point, pointing to the company's resilient defense backlog and ongoing commitment to midterm guidance as key reasons for continued confidence.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is facing a sharp sell-off as market participants react to cautious forward guidance and the loss of a major platform client, overshadowing the company's record-setting revenue and member growth. While management emphasizes long-term platform expansion and profitability, the community remains polarized between long-term bulls accumulating the dip and vocal critics expressing frustration over share dilution and the stock's recent performance.

Tidal Trust II - Defiance Daily Target 2x Short RGTI ETF

Defiance Daily Target 2X Short RGTI ETF

RGTZ is gaining significant attention as investors aggressively scalp the inverse 2x leverage to capitalize on the volatile, downward price action of Rigetti Computing. The community is actively discussing the stock as a 'cash machine' for intraday profit-taking, while expressing strong bearish sentiment regarding the long-term fundamentals of the underlying equity.

iShares Trust - iShares Russell 2000 ETF

iShares Russell 2000 ETF

The Russell 2000 is trending as investors weigh strong small-cap market performance against persistent geopolitical uncertainty and inflationary pressures driven by high oil prices. While bullish traders continue to bet on a potential short-squeeze or relief rally, others remain cautious of a broader pullback due to the ongoing volatility surrounding Middle East tensions and central bank policy.

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Ethereum

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Ripple

Dogecoin

Cardano

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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<ul class="summary-bullets"><li>Big Tech earnings delivered mixed signals, with rising AI capex plans raising concerns about near-term profitability.</li><li>Oil surged amid escalating tensions with Iran, the United States Oil Fund ETF (USO) has surged 128% this year.&nbsp;</li><li>Investors now turn to PCE inflation data and jobless claims for clues on the Fed’s next move.</li></ul>U.S. stock futures slipped in early trade on Thursday as investors digested the wave of Big Tech earnings and rising geopolitical tensions in the Middle East.&nbsp;Brent crude futures jumped nearly 7% to over $120 following reports that President Trump is reviewing military strike options against Iran to break a nuclear negotiation deadlock. Shares of the United States Oil Fund ETF (USO) have risen over 120% this year so far.&nbsp;As of 4:00 a.m. ET on Thursday: Dow futures were down 0.6%, Russell 2000 futures declined 0.3%, S&amp;P 500 futures were down 0.1%, while Nasdaq futures were flat with a positive bias.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, has remained in ‘bullish’ territory, while the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq-100 Index, has moved back to ‘bullish’ from ‘neutral’ a day ago, even as four of the largest tech firms are now projecting combined capex of up to $725 billion by 2026.Trending Stocks To WatchMeta (META)&nbsp;stock fell another 9% in early premarket trade on bloated 2026 capex forecast of up to $145 billion and missed user growth. The Zuckerberg-led company signaled that its massive AI investments may take years to yield a significant return.&nbsp;Intel Corp (INTC): Shares continued their upmove from last week’s blowout beat, with fresh boost coming from U.S. President Donald Trump. In addition, news reports suggest it is in conversation with custom chip talks with Apple and Google.&nbsp;Microsoft (MSFT) posted a solid cloud beat, which was offset by a Q4 revenue outlook that missed analyst estimates. Stock fell nearly 2% in early premarket trading on Thursday.Alphabet Inc (GOOGL):&nbsp;Stock rose 6% in early premarket trade following a first-quarter beat, with CEO Andy Jassy defending the high ROI of their AI chip business.&nbsp;Qualcomm (QCOM)&nbsp;shares surged nearly 13% in early premarket trade after announcing in its earnings call that it will soon ship data center chips to a major hyperscale cloud provider.&nbsp;Apple (AAPL)&nbsp;will report its second quarter earnings on Thursday after the bell, its first report since it announced that John Ternus will succeed Tim Cook as CEO.&nbsp;Nvidia (NVDA):&nbsp;Reports suggest that black-market crackdowns in China have doubled the price of B300 AI servers to $1 million each.&nbsp;Shares of&nbsp;Viking Therapeutics, Inc. (VKTX)&nbsp;were under mild pressure in premarket trading on Thursday after the drugmaker said that its newer obesity drug candidate beat Novo Nordisk’s comparable therapy in animal studies.Robinhood (HOOD): Stock took a knock on Wednesday after missing Q1 revenue and EPS estimates.&nbsp;In an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/robinhood-cfo-addresses-hood-stock-selloff-after-q1-earnings-miss/cZBAOTvReEi">exclusive interview</a> with Stocktwits, Robinhood CFO Shiv Verma said the earnings miss was driven by a surge in active traders on lower pricing tiers, not weak demand. He added that April is tracking equity and options volumes at the highest month of the year, and on pace to be the second-best month in company history.&nbsp;Intellia Therapeutics (NTLA): Cathie Wood’s ARK Invest added more shares on Wednesday, along with HOOD.Other tickers trending on Stocktwits&nbsp;at the time of writing included Akanda Corp (AKAN), Jaguar Health Inc (JAGX) and Rolls Royce (RYCEY).Other Catalysts To WatchOn the economic front, traders will be watching the release of the PCE Price Index, a critical inflation gauge, alongside Initial Jobless Claims and the Chicago PMI.&nbsp;On earnings radar, watch out for quarterly reports from Caterpillar Inc (CAT), Eli Lilly (LLY), Mastercard Inc Class A (MA), Royal Caribbean Group Ltd (RCL), and Merck &amp; Co (MRK), among others, before the bell. Apart from Appls, Riot Platforms (RIOT), iBio Inc (IBIO), Rivian Automotive (RIVN), and others, report after-market close today. For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Lower As Trump Reviews Iran Strike Option: Why META, INTC, GOOGL, AAPL, QCOM, VKTX Are Keeping Traders Engaged Today

Data from Stocktwits shows that despite volatility, retail traders stayed bullish on SPY and turned positive again on QQQ.

Nasdaq, S&P 500 Futures Slip Ahead Of PCE Data, Oil Jumps On Iran Strike Fears: Why META, INTC, GOOGL, AAPL, QCOM, VKTX Are In Focus

Equity

Data from Stocktwits shows that despite volatility, retail traders stayed bullish on SPY and turned positive again on QQQ.


29,822 Shares in Invesco QQQ $QQQ Purchased by Cannon Capital Management Inc.

Cannon Capital Management Inc. purchased a new position in Invesco QQQ (NASDAQ:QQQ - Free Report) during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 29,822 shares of the exchange traded fund's stock, valued at approximately...

Invesco QQQ $QQQ is Activest Wealth Management's 2nd Largest Position

Activest Wealth Management boosted its stake in Invesco QQQ (NASDAQ:QQQ - Free Report) by 22.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 107,678 shares of the exchange traded fund...

<ul class="summary-bullets"><li>Qualcomm discussed entering the lucrative data center market.</li><li>QCOM posted muted Q2 results and a Q3 forecast.</li><li>Stocktwits sentiment for QCOM, however, climbed higher in the ‘extremely bullish’ zone.</li></ul>Qualcomm shares gained&nbsp;12% in the early premarket session after the mobile chipmaker said it had bagged an order from a major cloud company, marking its entry into the lucrative data center market.The management’s comment about the new order – the company kept the name of the new customer private – came alongside largely dull results and a forecast.“We now expect initial shipments for a custom silicon engagement at a leading hyperscaler later this calendar year. We look forward to providing an update on our growth initiatives, including opportunities in data center and physical AI at our Investor Day on June 24,” Qualcomm CFO Akash Palkhiwala said on the analyst call.CEO Cristiano Amon said initial shipments for the order would begin in the fourth quarter. “The only thing I can tell you, it is a large hyperscaler, and we're really thinking about a multi-generation engagement,” he said.The development marks a shift for Qualcomm: the company gets about two-thirds of its revenue from chips for smartphones, and the rest from chips for automobiles and IoT devices.<h2 class="st-heading-2">QCOM Results Recap</h2>Revenue rose 3% to $10.6 billion, compared with analyst estimates of $10.59 billion. Handset segment sales declined 13%, while the automotive segment sales increased 38%.Adjusted earnings were $2.65 per share, below the target of $2.56.For the third quarter, Qualcomm expects revenue between $9.2 billion and $10 billion, missing expectations of $10.19 billion. The profit forecast range of $2.10 to $2.30 was also below expectations of $2.42.<h2 class="st-heading-2">Retail’s View On QCOM</h2>On Stocktwits, the retail sentiment for QCOM shifted higher in the ‘extremely bullish’ zone on Thursday, compared to the previous day.“$QCOM is the only company that hasn’t been re-rated for it’s AI progress, and I suspect once this peloton company catches the break aways soon we’ll see just how impactful Qualcomm is,” a trader&nbsp;<a href="https://stocktwits.com/wam82/message/651845261">said</a>.“Every corner of society in every industry will use qualcomm chips in some shape or form. They are affordable, power efficient, and have a proven track record of large scale delivery.”As of their last close,&nbsp;<a href="https://stocktwits.com/symbol/QCOM">Qualcomm shares</a> were down 8.2% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-stock-rockets-toward-best-month-ever-something-more-than-a-trump-pump-could-be-powering-the-rally/cZBMRMGReEC">INTC Stock Rockets Toward Best Month Ever: Something More Than A Trump Pump Could Be Powering The Rally</a>&nbsp;

Qualcomm headquarters in San Diego, California | Source: Qualcomm

QCOM Stock Rises Premarket: Mystery Cloud Order Overshadows Weak Results, Forecast

The move marks a shift for Qualcomm, which mostly sells chips used in smartphones and automobiles.

<ul class="summary-bullets"><li>Strong cloud results allayed fears around higher AI spending.</li><li>Google has hiked its 2026 capex projection by $5 billion, while Meta raised it by $10 billion.</li><li>Google Cloud sales rose by a record 63%, sending the company’s shares over 6% higher in post-market hours.</li></ul>Alphabet, Inc. and Meta Platforms, Inc. on Wednesday raised their capital spending outlooks, with four of the biggest tech companies now projecting combined 2026 spending of up to $725 billion – bigger than the GDP of countries like Switzerland or Turkey.Alphabet, Meta, Amazon, and Microsoft are racing to build out new data centers to meet surging demand for AI compute, insisting the technology is a once-in-a-generation opportunity – and that the unprecedented spending is both justified and poised to pay off.&nbsp;&nbsp;Moreover, strong cloud results across the board have, for now, eased concerns around overspending. The three leading hyperscalers – Amazon Web Services, Microsoft Azure, and Google Cloud – have posted higher sequential growth rates, with Google Cloud revenue surging 63.4% year over year, a record pace.&nbsp;<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>&nbsp;</td><td>Initial 2026 Capex Plan</td><td>Revised 2026 Capex Plan</td></tr><tr><td>Amazon</td><td>$200 billion</td><td>Unchanged</td></tr><tr><td>Meta</td><td>$115 billion to $135 billion</td><td>125 billion to $145 billion</td></tr><tr><td>Alphabet&nbsp;</td><td>$175 to $185 billion</td><td>$180 billion to $190 billion</td></tr><tr><td>Microsoft</td><td>$88.2 billion plus*</td><td>$190 billion**&nbsp;</td></tr></tbody></table></figure></div>*Microsoft said last year its capex for the fiscal year 2026, which ends in June, will be higher than the $88.2 billion it spent in FY25.&nbsp; **Forecast is for calendar year 2026. “We are seeing unprecedented internal and external demand for AI compute resources. The investments we are making in AI is delivering strong growth as evidenced by the record revenue and backlog growth in Google Cloud and strong performance in Google Services. Looking ahead, these strong results reinforce our conviction to invest the capital required to continue to capture the AI opportunity,” Alphabet CFO Anat Ashkenazi said on the company’s analyst call.She said the company’s capex next year will “significantly increase compared to 2026.”Meta and Microsoft said spending would be higher this year, in part because of surging component prices, likely for memory chips.“For calendar year 2026, we expect to invest roughly $190 billion in capital expenditures, which includes approximately $25 billion from the impact of higher component pricing,”&nbsp;Microsoft CFO Amy Hood said on the earnings call.Meta CFO Susan Li said, the capex increase “reflects our expectations for higher component pricing this year and to a lesser extent, additional data center costs to support future year capacity.&nbsp;“The ‘AI capex is speculative’ narrative is dead,” The Futurum Group CEO Daniel Newman said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/danielnewmanUV/status/2049606463505518606">X post</a>. "The companies investing in AI infrastructure today are buying the most valuable real estate of the next decade and tonight they showed exactly why."&nbsp;Alphabet’s results were comparatively strong, and the stock rose 6.4% in overnight trading following the report.&nbsp;Pivotal Research raised its price target on GOOGL to $470 from $420 (34% upside from the stock’s last close) and maintained a ‘Buy’ rating. Alphabet reported a "much stronger-than-expected" Q1, including a fifth straight quarter of accelerating search revenue growth of 19%, the research firm said in an investor note, adding that they offset concerns around the higher capex.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-microsoft-ceo-satya-nadella-feels-very-good-about-new-open-ai-deal-while-amazon-adds-gpt-models-to-aws/cZBtvrzReEt">Why Microsoft CEO Satya Nadella Feels ‘Very Good’ About New OpenAI Deal While Amazon Adds GPT Models To AWS</a>

In this photo illustration, the Google, Apple, Meta, Amazon and Microsoft (Big Tech) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Microsoft, Meta And Google Just Silenced AI Spending Critics In One Earnings Night As Big Tech Capex Swells To $725B

Higher component costs, including memory chips, along with plans to build more data centers than previously anticipated, drove the upward revision in capex.

<ul class="summary-bullets"><li>Nadella&nbsp;cited three reasons why&nbsp;Microsoft is in a comfortable spot.</li><li>OpenAI and Microsoft announced an amended agreement earlier this week.&nbsp;</li><li>Amazon said that OpenAI’s GPT-5.4 is available on Amazon Web Services, with GPT-5.5 expected to arrive in the coming weeks.</li></ul>Microsoft Corp.’s management struck an upbeat tone on its recently revamped partnership with OpenAI, even as Amazon said it would offer the AI firm’s flagship models on its cloud platform for customers.“We've all evolved the partnership, but I feel very good about where we are,” CEO Satya Nadella said on Microsoft’s analyst call on Wednesday. “It starts with, quite frankly, IP... We have a frontier model royalty-free with all the IP rights that we will have access to all the way to '32 and we fully plan to exploit it."Earlier this week, Microsoft and OpenAI announced a revamped deal that allows OpenAI to sell its products on any cloud provider, a freedom it has long sought, though Microsoft will continue to use them through 2032.&nbsp;As part of the updated agreement, OpenAI will continue to share revenue with Microsoft until 2030, albeit with new caps, but Microsoft will no longer pay a revenue share to OpenAI.&nbsp;Microsoft is a significant investor – and one of the earliest – in OpenAI and was, until recently, its exclusive cloud vendor. When OpenAI&nbsp;converted its structure last October, Microsoft said it acquired a 27% stake in the for-profit venture and an incremental $250 billion purchase commitment from OpenAI for Azure services.“The second part, of course, is them as a customer of ours, they're a large customer of ours, not just on the AI accelerator side, but also on all the other compute side... And then, of course, we have our equity," Nadella said.&nbsp;CFO Amy Hood added: "I would say is having the revenue share exists through 2030 and the predictability of that is a real positive for us. And then as you put out, that Satya pointed out, the thinking about that as royalty free with the elimination of our rev share to them."<h2 class="st-heading-2">Microsoft Azure’s Performance</h2>Microsoft reported a 39% increase in Azure sales last quarter, beating analysts’ estimate of 38% growth, and forecast a 40% increase in the current quarter and a "modest acceleration" in the second half of the calendar year.&nbsp; &nbsp;<figure class="image image_resized"><img src="https://news.stocktwits-cdn.com/HHGS_6m_Mbs_A_Acc13_jpeg_99c00e3b3b.webp" alt="HHGS6mMbsAAcc13.jpeg" width="3200" height="1800"><figcaption>Source: Microsoft's third-quarter results presentation.</figcaption></figure> However,&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> was muted in after-hours trading on Wednesday, as investor focus shifted to the company’s hefty capital expenditure plans – $190 billion for 2026 versus the $154.6 billion consensus – despite the prior quarter’s revenue and profit beating Street expectations.To be sure, Azure’s sequential revenue growth acceleration lagged that of Google Cloud and Amazon Web Services.&nbsp;<h2 class="st-heading-2">OpenAI Drifts Towards Amazon</h2>Meanwhile, OpenAI is subtly drifting over to Amazon. In November, OpenAI disclosed a $38 billion commitment with Amazon Web Services. And in late February, Amazon said it would invest $50 billion in OpenAI, which would, in turn, use 2 gigawatts of AWS’s custom Trainium chips to train AI models.On its earnings call on Wednesday, Amazon said it added OpenAI’s GPT-5.4 to Bedrock, an AWS platform that lets customers build and scale AI applications, with the GPT-5.5 model expected to arrive in the coming weeks."People for a long time have wanted to consume OpenAI models in Bedrock,” Amazon CEO Andy Jassy said. “The one thing you learn over and over again with every technology... is that customers want choice. There is not one tool to rule the world, and they want choice."For updates and corrections, email newsroom[at]stocktwits[dot]com.

Microsoft CEO Satya Nadella (R) speaks as OpenAI CEO Sam Altman (L) looks on during the OpenAI DevDay event on November 06, 2023 in San Francisco, California. (Photo by Justin Sullivan/Getty Images)

Why Microsoft CEO Satya Nadella Feels ‘Very Good’ About New OpenAI Deal While Amazon Adds GPT Models To AWS

OpenAI is committing billions to AWS Trainium while Microsoft retains royalty-free model access for the next six years. 

<ul class="summary-bullets"><li>Dow Jones futures slipped 0.32% overnight, even as the S&amp;P 500 futures climbed 0.40% higher, and Nasdaq 100 futures were up 0.93%.</li><li>Tensions between the U.S. and Iran continue to rise after reports that Washington was preparing an extended blockade of Iran.&nbsp;</li><li>The Federal Reserve held the benchmark interest rates steady in April, in line with market expectations.</li></ul>U.S. stock futures were mixed in Wednesday’s overnight trading session after results from four “Magnificent Seven” stocks failed to provide a clear signal on the technology sector’s outlook.Dow Jones futures slipped 0.32% overnight, even as the S&amp;P 500 futures climbed 0.40% higher, and Nasdaq 100 futures were up 0.93% as of 8.26 p.m ET. &nbsp;Among the ETFs tracking the benchmark indexes, the <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) and <a href="https://stocktwits.com/symbol/qqq">Invesco QQQ Trust</a> (QQQ) were trending higher overnight, while the <a href="https://stocktwits.com/symbol/dia">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) fell. Meanwhile, retail sentiment on Stocktwits for all three was mixed, with the SPY and DIA in the ‘bullish’ territory, while the QQQ was in the ‘neutral’ territory at the time of writing.<h2 class="st-heading-2">How Did US Markets Fare?</h2>On Wednesday, the Dow Jones Industrial Average closed down 0.57% and the S&amp;P 500 was 0.04% lower. Meanwhile, the Nasdaq Composite gained more than 157 points, ending the session 0.58% higher.<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>(0.57%)</td><td>48,861.81</td></tr><tr><td>S&amp;P 500</td><td>(0.04%)</td><td>7,135.95</td></tr><tr><td>Nasdaq Composite</td><td>0.58%</td><td>27,186.98</td></tr></tbody></table></figure></div><h2 class="st-heading-2">US Market Drivers</h2>Results from Meta Platforms Inc. (META), Microsoft Corp. (MSFT), Alphabet Inc. (GOOG, GOOGL), and Amazon.com Inc. (AMZN) offered a fresh read on artificial intelligence spending.Meta raised its capital expenditure guidance for the year, reigniting fears about unsustainable investments without commensurate returns. Microsoft’s cloud business grew for the quarter, even as it forecast that Azure cloud business would beat expectations. The software company also hiked its 2026 capital spending outlook, further stoking investor concerns.Two other Mag Seven companies, Alphabet and Amazon, also reported quarterly results on Wednesday, beating Wall Street expectations.Simultaneously, tensions between the U.S. and Iran continue to rise after reports that the U.S. was preparing an extended blockade of Iran. U.S. President Donald Trump reportedly said that Washington had rejected a proposal from Iran to reopen the Strait of Hormuz as concerns over Tehran’s nuclear program persist. As per a report from Axios, the U.S. Central Command (CENTCOM) has plans for a "short and powerful" wave of strikes on Iran.On the economic front, the Federal Reserve held the <a href="https://stocktwits.com/news-articles/markets/equity/fed-keeps-rates-steady-in-possibly-powell-s-last-rate-decision-all-eyes-now-on-warsh/cZBAaulReEL">benchmark interest rates</a> steady, in line with market expectations, even as inflation levels persisted.<h2 class="st-heading-2">Trending Stocks To Watch</h2>Microsoft Corp. (MSFT): Shares of the software giant were flat overnight, recovering from earlier declines despite a <a href="https://stocktwits.com/news-articles/markets/equity/msft-stock-slips-on-ai-expenditure-concerns-despite-strong-q1/cZBAjExReEV">double beat in the fiscal third quarter</a> and strong cloud growth, as a sharp increase in AI capex weighed on the company.Amazon.com Inc. (AMZN): The retail giant beat expectations for its <a href="https://stocktwits.com/news-articles/markets/equity/amzn-stock-slips-after-hours-as-high-capex-worries-overshadow-q1-beat/cZBAWOfReEj">first quarter</a> and reported cloud sales that topped analysts’ expectations, with cloud revenue carrying the rise. Shares of the company recovered in post-market hours after briefly slipping amid concerns about its AI spending. AMZN stock was up nearly 3% at the time of writing.Meta Platforms Inc. (META): Facebook parent Meta’s shares declined sharply by nearly 7% after-hours despite <a href="https://stocktwits.com/news-articles/markets/equity/meta-stock-tumbles-as-investors-try-to-digest-bloated-2026-capex-outlook/cZBALXUReEk">better-than-expected results</a> and a strong outlook. However, its bloated capital expenditure guidance for 2026 of $135 billion at the midpoint spooked investors.Alphabet Inc. (GOOG, GOOGL): Google parent Alphabet surged nearly 7% overnight on solid <a href="https://stocktwits.com/news-articles/markets/equity/googl-s-astounding-20-b-cloud-sales-dividend-boost-drives-stock-higher/cZBAiApReEm">first-quarter performance</a>, bolstered by strong results from its cloud computing unit.Intel Corp. (INTC): The chipmaker’s shares shot up more than 5% in extended trading after <a href="https://stocktwits.com/news-articles/markets/equity/intc-shares-rise-after-hours-on-president-trumps-truth-social-endorsement/cZBASuMReEN">Trump praised Intel</a> for doing a “great job” amid a record rally in April.<h2 class="st-heading-2">Broader Market Trends</h2>Oil futures gained in Wednesday’s overnight trading amid growing tensions in the critical Strait of Hormuz. Brent crude futures expiring in June were up around 1.2%, trading around $119.53 a barrel, while WTI crude futures expiring in May were up about 0.15% to $107.01 a barrel at the time of writing.Treasury yields on the benchmark 10-year were at 4.426%, while gold traded around $4,558.50 an ounce.Asian markets opened mixed on Thursday, with the KOSPI and SSE Composite indexes climbing higher at the open, while the Nikkei 225 was trading lower. Australian stocks also dipped lower at the open.For updates and corrections, email newsroom[at]stocktwits[dot]com.

 The Google, Apple, Meta, Amazon, and Microsoft logos appear on a smartphone screen in this illustration photo in Reno, United States, on December 30, 2024.

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