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Invesco QQQ Trust Series 1

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagate Technology is experiencing intense momentum as the AI-driven data center infrastructure boom creates massive, structural demand for high-capacity storage. Investors and community members are actively debating the sustainability of this rally, balancing excitement over record margin performance and multi-year backlog visibility against concerns that the stock's parabolic ascent and extreme valuations may be reaching a point of exhaustion.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors rally around the company's transformation into an AI and cloud-driven optical networking powerhouse, bolstered by strong Q1 growth, major analyst upgrades, and strategic partnerships. The community remains focused on the stock's multi-year breakout potential, fueled by enthusiasm over its role in the next generation of 6G connectivity and data center infrastructure.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is seeing heightened investor attention as a potential short squeeze candidate, driven by extremely high short interest, a dwindling supply of borrowable shares, and surging borrowing costs heading into upcoming earnings. The community is actively debating the company's growth strategyspecifically its recent acquisition of LivePersonwith bulls highlighting its expanding enterprise partnerships and AI voice technology moat, while bears remain skeptical of its financial health and the integration risks of its M&A activity.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is facing intense volatility as investors weigh the company's expansion into AI-driven data center infrastructure against headwinds from sector-wide demand shifts and tariff-related margin pressure. The community remains deeply divided, with many debating whether to buy the dip for long-term growth or brace for further downside amid ongoing regulatory and geopolitical uncertainty.

Dogecoin is an open-source digital currency based on the "Doge" meme that functions as a peer-to-peer medium for fast payments and digital tipping. Unlike projects backed by corporate entities, its value is driven by a global community, and the project is managed by a decentralized group of volunteers and the non-profit Dogecoin Foundation rather than a formal company.  Originally created in 2013 by software engineers Billy Markus and Jackson Palmer as a market parody, the project held no public sale or venture capital rounds. The network operates as a fork of LuckyCoin, which itself was a fork of Litecoin, using a proof of work consensus mechanism. It employs the Scrypt algorithm to ensure the mining process remains fast and efficient, with new blocks processed every 60 seconds. A unique technical feature is its use of merged mining, allowing miners to secure Dogecoin simultaneously with other Scrypt-based networks like Litecoin.  To keep transaction fees low and the network running indefinitely, Dogecoin features an uncapped supply where new coins are added forever. In a major regulatory milestone in March 2026, a joint SEC and CFTC framework officially classified Dogecoin as a digital commodity, placing it in the same asset category as gold or oil.

Dogecoin

Dogecoin is currently experiencing intense community debate, with bulls betting on technical breakouts and long-term adoption while vocal skeptics frequently label the asset a stagnant "meme coin" or a failed investment. Market participants remain focused on its prolonged consolidation phase, with the conversation dominated by conflicting calls for a major breakout and warnings of further downside volatility.

T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

T-Mobile US is trending as investors react to the company's recent Q4 earnings report, which highlighted robust subscriber growth and strong postpaid demand despite a year-over-year decline in net income. The community remains focused on T-Mobiles aggressive integration of AI-powered translation tools and its long-term competitive positioning within the telecom sector.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is trending as investors aggressively rotate into AI storage infrastructure, driven by sustained memory pricing strength and anticipation of supply shortages extending through 2028. The community remains focused on whether current valuations can hold amid extreme volatility, with debates centered on whether recent price surges reflect structural growth or speculative exhaustion.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood shares are facing significant downward pressure following a double miss on revenue and earnings, with investors primarily reacting to a sharp decline in crypto-related income. While the community remains divided between bears citing fundamental weaknesses and bulls betting on the platform's diversification into prediction markets and expanded financial services, active discussion centers on the potential for a rebound as the company pivots toward new growth drivers.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending as investors focus on its strategic pivot toward custom silicon through potential chip-design partnerships with Marvell, aiming to optimize AI inference costs and reduce reliance on third-party hardware. The market is also heavily scrutinizing the company's aggressive AI-related capital expenditure and cloud growth margins ahead of the upcoming earnings season, as the community debates whether these massive infrastructure investments will effectively translate into bottom-line growth.

NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

NIO Inc

NIO is trending as the community debates its long-term potential amid significant battery swap infrastructure expansion and the upcoming launch of the Onvo L80 SUV. While some investors remain cautious about stock dilution and market volatility, bullish sentiment is supported by a growing presence at the Beijing Auto Show and a technical golden cross, fueling active discussions about whether current levels represent a major accumulation zone or a persistent bear trap.

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<ul class="summary-bullets"><li>The United Arab Emirates announced that it will exit OPEC next month.&nbsp;</li><li>The Federal Reserve’s key interest rate decision from the latest policy meeting is also expected on Wednesday.&nbsp;</li><li>The top three U.S. indexes closed lower on Tuesday as reports of missed revenue and new-user targets at OpenAI sent tremors through the market.</li></ul>U.S. stock futures edged higher in Tuesday’s overnight trading session as markets anticipate strong quarterly results from four “Magnificent Seven” stocks expected to report earnings on Wednesday.Dow Jones futures were 0.23% higher, the S&amp;P 500 futures climbed up 0.20%, and Nasdaq 100 futures were 0.39% higher as of 8.45 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), <a href="https://stocktwits.com/symbol/qqq">Invesco QQQ Trust</a> (QQQ), and <a href="https://stocktwits.com/symbol/dia">SPDR Dow Jones Industrial Average ETF</a> Trust (DIA), were all gaining overnight. Meanwhile, retail sentiment on Stocktwits for SPY was in the ‘bullish’ territory, while that of QQQ and DIA was in the ‘neutral’ territory at the time of writing.<h2 class="st-heading-2">How Did US Markets Fare On Tuesday?</h2>All three indexes closed lower on Tuesday as reports of <a href="https://stocktwits.com/news-articles/markets/equity/orcl-stock-drops-premarket-open-ai-reportedly-misses-targets-raising-concerns-over-oracle-s-300-b-cloud-deal/cZB8qJZRe58">missed revenue and new-user targets </a>at OpenAI sent tremors through the market. The Dow Jones Industrial Average closed down 0.05%, the S&amp;P 500 closed down 0.49%, and the Nasdaq Composite lost more than 223 points, ending the session 0.90% lower.<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>(0.05%)</td><td>49,141.93</td></tr><tr><td>S&amp;P 500</td><td>(0.49%)</td><td>7,138.80</td></tr><tr><td>Nasdaq Composite</td><td>(0.90%)</td><td>24,663.80</td></tr></tbody></table></figure></div><h2 class="st-heading-2">US Market Drivers</h2>Stock markets are looking to the Mag 7 stocks for cues on artificial intelligence demand and the impact of massive AI capital expenditures announced for the year.Four of the seven tech mega companies, Alphabet Inc. (GOOG, GOOGL), Amazon.com Inc. (AMZN), Meta Platforms Inc. (META), and Microsoft Corp. (MSFT), will report their quarterly earnings on Wednesday, with Apple Inc. (AAPL) slated to release its results the following day.Meanwhile, the impact of the U.S.-Israel's war with Iran is rippling through global oil markets. The United Arab Emirates has announced that it will exit the Organization of the Petroleum Exporting Countries (OPEC) next month, dealing a significant blow to the bloc at a critical time for the energy industry.Markets will also be looking out for the Federal Reserve’s key interest rate decision in the latest policy meeting, which is likely to be Fed Chair Jerome Powell’s last before the end of his term in May. Investors and analysts are expecting the Fed to hold the current federal funds rate, but will be on the lookout for comments about inflation and other economic indicators.<h2 class="st-heading-2">Trending Stocks To Watch</h2>Robinhood Markets Inc. (HOOD): The trading firm reported <a href="https://stocktwits.com/news-articles/markets/equity/hood-stock-tumbles-as-drop-in-crypto-trading-biz-causes-revenue-earnings-miss/cZBoJJeRedU">quarterly earnings</a> on Tuesday, with revenue and earnings missing Wall Street expectations amid weakness in its cryptocurrency business. HOOD stock declined nearly 9% in the overnight session.Enphase Energy Inc. (ENPH): The Fremont, California-based company’s shares slipped more than 10% after it <a href="https://stocktwits.com/news-articles/markets/equity/enph-stock-plummets-after-hours-as-earnings-weighed-down-by-federal-tax-credit-expiry/cZBqlWMRe3G">reported mixed results</a>. The weakness in U.S. residential solar demand overshadowed stronger performance in Europe and the announcement of new data center plans.Seagate Technology (STX): The data storage company rallied more than 17% after it issued a strong forecast for its memory products, even as revenue and profit for the latest quarter surged.Nokia Corp. (NOK): The Finnish telecom company garnered attention amid a series of Wall Street price target updates after it reported strong earnings due to growing AI demand last week.<h2 class="st-heading-2">Broader Market Trends</h2>Meanwhile, oil futures slipped lower in Tuesday’s overnight trading. Brent crude futures expiring in June were 0.42% lower but remained above $110 a barrel, while WTI crude futures expiring in May declined 0.78% to $99.15 a barrel at the time of writing.Treasury yields on the benchmark 10-year were at 4.348%, while gold traded around $4,598.15 an ounce.Asian markets opened mixed on Wednesday, with the KOSPI climbing higher at the open, while the Nikkei 225 and SSE Composite indices were 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.

Dow, S&P 500, Nasdaq Futures Edge Higher As Investors Brace For Mag 7 Earnings Kickoff: Why HOOD, ENPH, STX, NOK Are In Focus

Four of the seven mega-cap tech companies — Alphabet, Amazon, Meta, and Microsoft — will report their quarterly earnings on Wednesday.

Equity

Equal Asset Allocation Can Beat the Market? ETF Focus

A 25/25/25/25 portfolio is beating markets in 2026 (per Bank of America strategists), with commodities leading gains while bonds, cash and stocks add stability.

<ul class="summary-bullets"><li>Markets eased from record highs as investors brace for the Fed rate decision and a crucial wave of Big Tech earnings.&nbsp;</li><li>Brent oil prices surged above $110 amid renewed geopolitical tensions in the Middle East.</li><li>Gold slips to a three-week low, signaling mixed safe-haven positioning.</li></ul>U.S. stock futures retreated from record highs early Tuesday as investors tread carefully ahead of big tech earnings and the Fed's rate decision tomorrow. Geopolitical tensions are also weighing on sentiment. Hopes for a swift resolution to the conflict in the Middle East dimmed after President Trump reportedly expressed skepticism over Iran’s latest peace proposal.Brent crude soared above $110, while gold slipped to a three-week low. As of 4:00 a.m. ET on Tuesday: Nasdaq futures declined 0.5%, S&amp;P 500 futures slipped 0.3%, Russell 2000 futures were down 0.1%, while Dow futures were flat.&nbsp;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 moved back to ‘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 remained ‘bearish’, as the tech sector heads into a critical earnings stretch.&nbsp;Trending Stocks To WatchPoet Technologies (POET):&nbsp;Shares were down another 9% in early pre-market trade on news that&nbsp;Marvell Technologies (MRVL) canceled a purchase order connected to its Celestial AI unit.&nbsp;Sellas Lifesciences (SLS):&nbsp;A portfolio manager, Commonwealth Equity Services, known for backing several “Magnificent Seven” stocks, increased its stake in the cancer drugmaker ahead of a survival-event trigger in its Phase 3 acute myeloid leukemia (AML) program.Nvidia (NVDA) has solidified its status as the most valuable company in the world after hitting a new 52-week high on AI-driven momentum in Monday’s session.&nbsp;Google (GOOGL) has reportedly joined OpenAI and xAI in signing a deal with the U.S. Department of Defense to allow its AI models to be used for classified military work.&nbsp;Oracle (ORCL)&nbsp;is attracting retail interest, driven by buzz around OpenAI's financial health and Oracle’s role as its primary AI backbone.&nbsp;Bed Bath &amp; Beyond (BBBY)&nbsp;is trending on retail radar after reporting its first quarterly revenue growth in five years.&nbsp;Joby Aviation (JOBY):&nbsp;A successful air-taxi demo and a confirmed target for passenger flights in late 2026 are driving this stock 3% higher in early premarket trading.&nbsp;Dynatrace (DT):&nbsp;Activist investor Starboard Value has reportedly built a significant stake in the AI software maker.&nbsp;Intellia Therapeutics (NTLA) and Rocket Labs (RKLB): Cathie Wood’s ARK Invest sold off a portion of its position in Rocket Labs, while adding on to Intellia Therapeutics.&nbsp;Other tickers trending on Stocktwits&nbsp;at the time of writing included Moolec Science SA (MLEC), Canadian Solar Inc (CSIQ), Vir Biotechnology (VIR), and Nio Inc (NIO).Other Catalysts To WatchOn the economic front, traders will be watching the release of the JOLTS Job Openings and CB Consumer Confidence reports this morning.On earnings radar, watch out for quarterly reports from&nbsp;UPS (UPS), General Motors (GM), Commvault Systems (CVLT), JetBlue (JBLU), Sysco (SYY), Spotify (SPOT), Coca-Cola (KO), T-Mobile (TMUS), Kimberly Clark (KMB), Centene (CNC), and Zimmer Biomet (ZBH), before the bell. For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Edge Lower Before Fed Call, Earnings Rush: Why POET, MRVL, NVDA, ORCL, SLS Are In Focus

Data from Stocktwits show mixed positioning, with retail turning bullish on SPY but remaining cautious on QQQ.

Jerome Powell, chairman of the US Federal Reserve, during the Federal Reserve Board open meeting ion March 19, 2026 in Washington, DC. (Photo by Al Drago/Getty Images)

As Powell's Last Dance Likely Approaches, BlackRock Sees No Fed Rate Change And Says Inflation Trouble Predates Iran War

BlackRock expects the U.S. central bank to leave policy rates unchanged between 3.5% and 3.75% amid inflationary pressures. 

<ul class="summary-bullets"><li>U.S. President Donald Trump is in discussion with his national security team over Iran’s deal regarding the reopening of the Strait of Hormuz.&nbsp;</li><li>On the economic front, markets will be on the lookout for the Federal Reserve’s key rate decision, scheduled for release on Wednesday.&nbsp;</li><li>On Monday, the Dow Jones Industrial Average fell 0.13%, while the S&amp;P 500 gained 8.83 points or 0.12%, and the Nasdaq Composite was up 0.20% at close.</li></ul>U.S. stock futures climbed higher on Monday in extended trading hours, after closing at record highs, as gains in technology shares helped offset lingering uncertainty over the war in Iran.As of 8.37 p.m. ET, Dow Jones futures were up 0.12%, S&amp;P 500 futures gained 0.11%, and Nasdaq 100 futures climbed 0.08%. &nbsp;Among the ETFs tracking the benchmark indexes, the <a href="https://stocktwits.com/symbol/spy">SPDR S&amp;P 500 ETF</a> (SPY), <a href="https://stocktwits.com/symbol/qqq">Invesco QQQ Trust</a> (QQQ), and <a href="https://stocktwits.com/symbol/dia">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA), were all trading higher in the overnight session. Meanwhile, retail sentiment on Stocktwits for SPY was in the ‘bullish’ territory, while that of QQQ and DIA was in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">How Did US Markets Fare On Monday?</h2>U.S. stock indexes closed mixed on Monday, even as the benchmark S&amp;P 500 and Nasdaq Composite indexes climbed to record highs in the day’s session. The Dow Jones Industrial Average fell 0.13%. Meanwhile, the S&amp;P 500 gained 8.83 points or 0.12%, and the Nasdaq Composite was up 0.20% at close.<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>(0.13%)</td><td>49,167.79</td></tr><tr><td>S&amp;P 500</td><td>0.12%</td><td>7,173.91</td></tr><tr><td>Nasdaq Composite</td><td>0.20%</td><td>24,887.10.</td></tr></tbody></table></figure></div><h2 class="st-heading-2">What’s Driving US Markets?</h2>Technology upticks carried U.S. markets higher on Monday, with chipmakers and AI-led names fueling gains. Shares of Nvidia Corp. (NVDA) were up 4% as the company reached a record market capitalization. Micron Technology (MU) and Sandisk Corp. (SNDK) also surged higher.Meanwhile, U.S. President Donald Trump is in discussion with his national security team over Iran’s deal regarding the Strait of Hormuz. White House press secretary Karoline Leavitt confirmed on Monday that the president met with the team. However, it remains unclear whether the path to de-escalation will lead to a quick resolution of the war in the Middle East.This week, markets are keyed in on pivotal Big Tech earnings. Five of the “Magnificent Seven” — Microsoft Corp. (MSFT), Amazon.com Inc. (AMZN), Meta Platforms (META), Apple Inc. (AAPL), and Alphabet Inc. (GOOG, GOOGL) — are all set to report their quarterly results.On the economic front, markets will be on the lookout for the Federal Reserve’s key rate decision, scheduled for release on Wednesday. Markets widely expect the Fed to hold rates steady. Alongside the rate decision, traders will parse a slew of key data releases this week, including consumer confidence readings and jobless claims, which could offer further clues about the health of the U.S. economy.<h2 class="st-heading-2">Trending Stocks To Watch</h2>Nvidia Corp. (NVDA): The chipmaker rallied higher on Monday, gaining 4% and also breaking to its 52-week high amid a broader semiconductor rally on AI buildout momentum. The company also surged to a record-setting market capitalization of nearly $5.3 trillion, cementing its position as the world's most valuable company.POET Technologies Inc. (POET): The photonic solutions company’s stock plunged sharply on Monday to close 47.35% lower, after it said that <a href="https://stocktwits.com/news-articles/markets/equity/poet-stock-biggest-intraday-fall-marvell-order-cancelled/cZBNt3nRePh">Celestial AI had canceled</a> all its purchase orders.Joby Aviation Inc. (JOBY): The electric air taxi maker’s stock gained 6% on Monday and extended its gains overnight after the company said that it had <a href="https://stocktwits.com/news-articles/markets/equity/joby-stock-records-best-day-in-three-months-after-first-nyc-air-taxi-test-but-retail-is-awaiting-an-faa-license/cZBVd8IRePH">completed its first air taxi demonstration</a> in New York City and added that it would target passenger flights in the second half of 2026.Bed Bath &amp; Beyond Inc. (BBBY): The online retailer reported its <a href="https://stocktwits.com/news-articles/markets/equity/bbby-stock-soars-after-reporting-first-revenue-jump-in-nearly-five-years/cZB8XWnRePv">first quarterly revenue jump</a> in nearly five years, ahead of analyst expectations, sending the company up more than 26% in overnight hours.<h2 class="st-heading-2">Broader Market Trends</h2>Meanwhile, oil futures were trading higher on Monday, with the June-expiring Brent crude futures up more than 0.5%, at $108.86 a barrel at the time of writing. Meanwhile, WTI crude futures expiring in May were trading 0.82% higher at $97.16 a barrel.Treasury yields on the benchmark 10-year were at 4.344%, while gold traded around $4,689.59 an ounce.Asian markets were trading mixed on Tuesday morning, with the KOSPI and SSE Composite in green, while the Nikkei 225 was down. Australian stocks also dipped lower at the open.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a US flag is displayed on a smartphone and stock market prices in the background. (Photo Illustration by Romain Doucelin/SOPA Images/LightRocket via Getty Images)

Dow, S&P 500, Nasdaq Futures Climb As Tech Gains Temper Iran Uncertainty: Why NVDA, POET, JOBY, BBBY Stocks Are In Focus

Technology gains carried U.S. markets higher on Monday, with chipmakers and AI-led names fueling gains, even as Nvidia and Micron Technology surged to record highs. 

<ul class="summary-bullets"><li>The update to GenAI.mil provides access to the latest AI models from Google to more than three million platform users.</li><li>The Common Access Card is available for active-duty military, reserve, civilian employees, and eligible contractors.</li><li>The Pentagon and Google have also reportedly discussed a classified AI deal, with Google proposing additional terms to prevent its AI from being used for domestic surveillance or for autonomous weapons without human oversight.</li></ul>The Department of War on Monday announced the addition of updated versions of Google’s Gemini models to its AI platform, allowing the department’s personnel to use the new models with expanded capabilities.The Department of War announced that Gemini for Government 3.1 Pro and 3.1 Flash are now available on the GenAI.mil platform, providing more than three million users of the platform access to the latest AI models from Alphabet Inc.’s (GOOG, GOOGL) Google.<a href="https://stocktwits.com/symbol/GOOGL">Alphabet’s Class A shares</a> were up nearly 2% in Monday’s opening trade.<h2 class="st-heading-2">How Can Users Access These Models?</h2>The Under Secretary of War for Research and Engineering stated in an X&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DoWCTO/status/2048780610131435522">post</a> that users with a Common Access Card can begin using these models on the GenAI.mil platform.“These upgrades significantly reduce hallucinations, improve output quality, and accelerate productivity, giving warfighters more time to focus on mission‑critical tasks,” the Under Secretary stated.The Common Access Card is available for active-duty military, reserve, civilian employees, and eligible contractors.<h2 class="st-heading-2">Pentagon, Google Reportedly Discussed Classified AI Deal</h2>The Pentagon and Google have also discussed a classified AI deal, according to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/google-pentagon-discuss-classified-ai-deal-information-reports-2026-04-16/">report</a> citing The Information. The report added that Google proposed additional terms to prevent its AI from being used for domestic surveillance or autonomous weapons without human oversight.This comes amid controversy between the Pentagon and Anthropic, in which the AI startup refused to allow its technology to be used for autonomous weapons or mass surveillance. This resulted in Anthropic being designated as a supply chain risk by the Pentagon.President Donald Trump stated in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116144552969293195">post</a> on Truth Social in February 2026 that all federal agencies of the U.S. government should immediately cease all use of Anthropic’s technologies.“We don’t need it, we don’t want it, and will not do business with them again! There will be a Six Month phase out period for Agencies like the Department of War who are using Anthropic’s products, at various levels,” he said.<h2 class="st-heading-2">Which Models Are Available On GenAI.mil?</h2>The Pentagon has also entered into agreements with OpenAI and xAI to make their models available on the GenAI.mil platform, in addition to Google.The platform currently has more than three million users and more than a million active users, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.defenseone.com/defense-systems/2026/04/pentagon-adds-googles-latest-model-genaimil-usage-soars/413126/?oref=d1-featured-river-top">report</a> by Defense One.<h2 class="st-heading-2">Alphabet’s Q1 Earnings Coming Up</h2>The launch of the latest Gemini models on GenAI.mil comes days ahead of Alphabet’s first quarter (Q1) earnings.According to data from Fiscal.ai, Alphabet is expected to report earnings per share (EPS) of $2.63 on revenue of $107 billion. The company reported EPS of $2.81 on revenue of $90.23 billion during the same period a year ago.Alphabet is scheduled to report its Q1 earnings after the bell on Wednesday, April 29.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet</a> trended in the ‘bullish’ territory, with message volumes at ‘neutral’ levels at the time of writing.One user said that Alphabet’s earnings and the upcoming Google I/O event will push the stock to $400.<stembedurl>https://stocktwits.com/Coina/message/651514823</stembedurl><a href="https://stocktwits.com/symbol/TSLA">GOOGL stock</a> is up 12% year-to-date and 117% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 30% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 40%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-loses-exclusive-license-openai-models-taps-anthropic-claude/cZBNAqiRePg">Microsoft Loses Exclusive Access To OpenAI Models In Partnership Reset Ahead Of Q3 Earnings</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Gemini 3 logo is displayed on a smartphone screen with Google logo in the background. Google launched the AI model on Nov. 18. (Photo by VCG/VCG via Getty Images)

Pentagon Adds Google's Gemini 3.1 Models To GenAI.Mil Platform – Warfighters To Have More Time To Focus On Mission‑Critical Tasks

The Pentagon stated that users with a Common Access Card can start using these models on the GenAI.mil platform.

<ul class="summary-bullets"><li>Microsoft will also no longer pay a revenue share to OpenAI, and its revenue share with OpenAI will now be subject to a cap.</li><li>This marks a notable shift from the October 2025 update, in which Microsoft and OpenAI said the revenue-sharing agreement would remain in effect until AGI is declared.</li><li>OpenAI can now use other cloud providers for its products, but will continue launching them first on Microsoft Azure unless Microsoft declines to support the rollout.</li></ul>Microsoft Corp. (MSFT) and OpenAI, on Monday, announced a second amendment to their agreement within six months, with the Windows maker losing exclusive access to OpenAI’s models.This is a sharp departure from the previous terms, which granted Microsoft exclusive access to OpenAI’s intellectual property for its models and products through 2032.This comes a month after Microsoft tapped OpenAI rival Anthropic, adding Copilot Cowork to its portfolio of AI-powered tools. The company also announced it would make the latest Claude Sonnet models available to its M365 Copilot users, who previously only had access to OpenAI’s models.<a href="https://stocktwits.com/symbol/MSFT">Microsoft shares</a> were down more than 1% in Monday’s opening trade. MSFT was among the top trending tickers on the platform at the time of writing.<h2 class="st-heading-2">Microsoft To Continue To Have A License To OpenAI Models</h2>The announcement stated that Microsoft will continue to hold a license to all of OpenAI’s intellectual property for models and products through 2032, as the two companies had agreed earlier. The key change in this regard is that Microsoft has now lost its exclusivity, allowing OpenAI to license its models to other companies.Microsoft will also no longer pay a revenue share to OpenAI. Simultaneously, OpenAI stated that while Microsoft will continue to receive a share of its revenue through 2030, that share will now be subject to a cap.This is also a significant departure from the changes to their agreement announced by the two companies in October 2025, in which Microsoft and OpenAI stated that the revenue-sharing agreement would remain in place until the AI startup declared artificial general intelligence (AGI).<h2 class="st-heading-2">OpenAI Free To Choose Other Cloud Providers</h2>OpenAI is now free to choose other cloud providers to serve all its products. The AI startup will continue to ship its products first on Azure, unless Microsoft chooses not to support the rollout.The October 2025 agreement stated that OpenAI’s Application Programming Interface (API) products developed with third parties would be exclusive to Azure, while only non-API products could be served on other cloud providers.The two companies had previously stated that there would be Azure API exclusivity until OpenAI achieved AGI.Microsoft will continue to be OpenAI’s primary cloud provider. The company will also continue to participate directly in OpenAI’s growth as a major shareholder, having invested more than $13 billion since 2019.<h2 class="st-heading-2">Microsoft’s Q3 Earnings Ahead</h2>Microsoft and OpenAI’s agreement changes come days ahead of the former’s third-quarter (Q3) earnings.According to data from Fiscal.ai, Microsoft is expected to report earnings per share (EPS) of $4.06 on revenue of $81.43 billion.The company reported EPS of $3.46 on revenue of $70.07 billion during the same period a year ago.Microsoft is scheduled to report its Q3 earnings after the bell on Wednesday, April 29.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft</a> trended in the ‘neutral’ territory, with message volumes at ‘normal’ levels at the time of writing.One bullish user thinks that this is good for Microsoft since it will not be solely dependent on OpenAI.<stembedurl>https://stocktwits.com/GenerousY/message/651494859</stembedurl>Another user called the decline in Microsoft stock an overreaction.<stembedurl>https://stocktwits.com/jamescinv/message/651494170</stembedurl><a href="https://stocktwits.com/symbol/MSFT">MSFT stock</a> is down 13% year-to-date, but up 7% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 30% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 40%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/peloton-spotify-290-million-subscribers-fitness-content-pton-stock-soars/cZBNo3mRePd">Peloton’s Spotify Deal Opens Doors To 290M Users: PTON Stock On Track For Best Gains This Month</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Microsoft Loses Exclusive Access To OpenAI Models In Partnership Reset Ahead Of Q3 Earnings

Microsoft will continue to have a license for all of OpenAI’s intellectual property for models and products through 2032.

<ul class="summary-bullets"><li>Analysts at Barclays reinstated their coverage of Qualcomm with an ‘Underweight’ rating and a $130 price target, which implies a downside of nearly 13% from Friday’s closing price.</li><li>The firm stated that Qualcomm’s offerings in the automobile and Internet of Things segments will not be enough to offset the downside that the smartphone segment is facing due to memory pricing headwinds.</li><li>Barclays also noted that Qualcomm’s prowess in the data center segment is yet to be proven, while adding that the deployment of AI on local devices is still several years away.</li></ul>Shares of Qualcomm Inc. (QCOM) rose more than 12% in Monday’s pre-market trade, with the stock on track to open at its highest levels in more than three months after being on a downward trajectory for most of this year so far.<a href="https://stocktwits.com/symbol/QCOM">Qualcomm shares</a> closed more than 11% higher on Friday and look set to repeat that performance in Monday’s opening trade, hovering around $165 a share. Qualcomm’s shares were last seen at these levels in January this year.However, while Main Street is turning optimistic about Qualcomm, Wall Street is not sold on the bullish outlook yet ahead of the company’s second-quarter (Q2) earnings due later this week.According to a report, OpenAI is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/qcom-stock-set-to-roar-into-the-week-openai-smartphone-chip-talk-is-lighting-the-fuse/cZBNgslRe2L">said</a> to be in talks with Qualcomm to develop smartphone processors for the AI startup.<h2 class="st-heading-2">Why Are Analysts Not Sold On Qualcomm?</h2>According to TheFly, analysts at Barclays reinstated coverage of Qualcomm with an ‘Underweight’ rating and a $130 price target, implying a downside of nearly 13% from Friday’s closing price.The firm stated that Qualcomm’s offerings in the automobile and Internet of Things segments will not be enough to offset the downside that the smartphone segment is facing due to memory pricing headwinds.Barclays also noted that Qualcomm’s prowess in the data center segment is yet to be proven, while adding that the deployment of AI on local devices is still several years away.UBS analysts lowered their price target for Qualcomm to $150 from $160 while keeping a ‘Neutral’ rating on the stock. The firm stated Qualcomm’s underlying fundamentals and estimates continue to deteriorate, and rising memory prices are emerging as a key pressure point for the company.Earlier this month, BNP Paribas analyst David O’Connor downgraded Qualcomm to ‘Neutral’ from ‘Outperform’, while lowering the price target by 33% to $120 from $180. O’Connor stated that he sees no end in sight for the company’s smartphone woes and added that this could translate into demand destruction. He sees no relief for Qualcomm in the short to medium term.According to Koyfin data, the average 12-month price target for QCOM stock is $150, implying a 1% upside from current levels. Of the 36 analysts covering the stock, eight recommend ‘Buy’, 24 recommend ‘Hold’, while four have a ‘Sell’ or ‘Strong Sell’ rating.<h2 class="st-heading-2">Wall Street’s Expectations From Qualcomm’s Q2 Earnings</h2>According to data from Fiscal.ai, Qualcomm is expected to report earnings per share (EPS) of $2.58 on revenue of $10.56 billion.The company reported EPS of $2.85 on revenue of $10.84 billion during the same period a year ago.Qualcomm is scheduled to report its Q2 earnings after the bell on Wednesday, April 29.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/QCOM">Qualcomm</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.One bullish user thinks Qualcomm is the only chip stock that is not yet at its all-time high, but needs to reach it.<stembedurl>https://stocktwits.com/I_short_stocks/message/651481664</stembedurl><a href="https://stocktwits.com/symbol/QCOM">QCOM stock</a> is down 13% year-to-date and up 1% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 31% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 42%.The Vanguard S&amp;P 500 ETF (VOO) and the iShares Core S&amp;P 500 ETF (IVV) are up 31% during this period.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-stock-rises-above-500-first-time-agentic-ai-what-driving-rally/cZBh9NlRecK">MU Stock Rises Above $500 For The First Time Ever Following A 76% Rally This Year — Retail Points To Huge Agentic AI Opportunity</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The microchip maker Qualcomm company logo.  (Photo by Davide Bonaldo/SOPA Images/LightRocket via Getty Images)

QCOM Stock On Track To Open At Highest Levels In 3 Months, But Wall Street Is Cautious Ahead Of Q2 Earnings

The chipmaker's stock is surging into earnings, but a growing disconnect is emerging between bullish retail traders and cautious analysts.

In this photo illustration, a person holds a smartphone displaying the logo of BP plc.

Not BATL, Chevron Or Exxon: Here's The Surprise Big Oil Winner Since US-Iran War Started

BP Plc has emerged as the best-performing stock among the top oil supermajors amid rising Brent crude and natural gas prices driven by the war in the Middle East.

<ul class="summary-bullets"><li>President Donald Trump scrapped plans to send envoys to Pakistan for Iran talks, while Iran reportedly floated a proposal to reopen the Strait of Hormuz.</li><li>Five of the ‘Magnificent Seven’ are set to report, with Amazon, Microsoft, Meta Platforms, Alphabet, and Apple all on deck this week.</li><li>Traders will also be tracking the crucial Fed meeting this week for its rate decision.&nbsp;</li></ul>U.S. stock futures were subdued early Monday amid escalating geopolitical tensions in the Middle East, as investors geared up for high-stakes earnings and a Federal Reserve policy decision later this week.&nbsp;Over the weekend, President Trump abruptly canceled a diplomatic mission to Pakistan, citing “infighting” in Tehran, while Iran reportedly proposed a new deal to reopen the Strait of Hormuz in exchange for delaying nuclear talks.As of 4:00 a.m. ET on Monday: Dow, S&amp;P 500, and Russell 2000 futures fell 0.1%, while Nasdaq futures were flat with negative bias.&nbsp;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 declined to ‘neutral’ from the ‘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 slipped to ‘bearish’ from ‘neutral’ last week, as tech gears up for a crucial earnings test with four of the largest AI spenders reporting midweek.&nbsp;Trending Stocks To WatchOrganon (OGN)&nbsp;stock rose 15% in early premarket trade. Sun Pharma confirmed an $11.75 billion acquisition of the company, with the deal slated to close in early 2027.&nbsp;Poet Technologies (POET):&nbsp;This stock remains on the retail radar after surging over 100% last week on a partnership with Marvell and rumors of a deal with AWS.&nbsp;Atomera Inc (ATOM):&nbsp;The stock is surging, clocking a record month following its Synopsys collaboration last week on next-gen semiconductor materials.&nbsp;Intellia Therapeutics (NTLA): The stock is in focus today ahead of its release of late-stage clinical data for its hereditary angioedema therapy.PonyAI (PONY):&nbsp;Has unveiled a next-gen autonomous driving controller powered by Nvidia’s chips.Oracle (ORCL)&nbsp;finalized a $16 billion financing package for a new data center in Michigan.&nbsp;And&nbsp;Qualcomm Inc. (QCOM) shares rose over 6% in early premarket trade on reports that OpenAI is working with the company and MediaTek to develop smartphone processors.Other tickers trending on Stocktwits&nbsp;at the time of writing included MaxLinear Inc (MXL), United States Antimony Corp (UAMY), and Marathon Digital (MARA).Other Catalysts To WatchOn the economic front, traders will be watching the release of pending home sales data at 8:30 am ET.&nbsp;On earnings radar, watch out for quarterly reports from Verizon (VZ), and Domino’s Pizza (DPZ) before the bell. Meanwhile, Nucor (NUE), and NOV Inc, among others, report after market close today.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Edge Lower Ahead Of Fed Week, AI Earnings Test: Why POET, ATOM, OGN, QCOM, NTLA Are In Focus

Data from Stocktwits shows that retail positioning has cooled on SPY and turned bearish on QQQ.


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Market skepticism is mounting regarding AI revenue growth and potential overvaluations in the tech sector heading into earnings.

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