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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 despite reporting record revenue and a double-digit income increase, as investors express frustration over management's steady guidance and perceived lack of share price momentum. The community remains deeply divided, with some investors viewing the price drop as a generational buying opportunity while others argue that the company is struggling with an identity crisis as a hybrid bank and tech platform.

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 under significant pressure as the company reports a revenue and earnings miss, heavily impacted by a sharp decline in crypto trading activity. Community sentiment is deeply divided, with some investors viewing the pullback as a buying opportunity in a diversifying fintech platform, while others are aggressively shorting the stock due to concerns over weakening retail momentum and perceived lack of institutional support.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is trending as investors aggressively bet on the company to solve critical power constraints for AI data centers, fueled by blowout earnings and expanded hyperscaler partnerships. The community remains highly focused on the firm's role as a primary energy provider for massive infrastructure projects, with active debates centering on whether the stock's valuation is fully justified by this parabolic growth or if it risks a significant retracement.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is seeing heightened market attention driven by its role in securing domestic mineral supply chains and active community speculation regarding potential government contracts and production updates. Investors are closely monitoring volume patterns while debating the stock's positioning against industry peers amidst broader concerns about market manipulation and short-selling activity.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors digest the completion of its $175 million merger with defense prime contractor Mistral and a bolstered $457 million backlog, even as the stock faces volatile price action and ongoing community debate over institutional accumulation versus shareholder dilution. The broader conversation is dominated by contrasting sentiment, with some traders highlighting the company's strategic positioning in the high-growth autonomous defense sector while others remain skeptical due to its recent lack of major new contract announcements.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology is trending as investors weigh significant multi-billion dollar AI infrastructure contracts against persistent concerns regarding transparency and capital structure. The community is actively debating the potential for a short squeeze driven by elevated short interest and low float, while closely monitoring for revenue guidance updates and the execution of major partnerships in India.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is currently navigating a period of heightened volatility as the market balances optimism over recent FCC commercial authorization against selling pressure from a major shareholder's asset liquidation. Community discussion remains polarized, with many investors viewing the current price dip as an accumulation opportunity while others express frustration over delayed satellite launch timelines and management communication.

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 significant momentum driven by robust demand for high-capacity data center storage and AI-related infrastructure expansion. Market participants are actively debating whether the stock's recent sharp appreciation represents a sustainable multi-quarter growth cycle or if the rapid price movement creates short-term exhaustion risk.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart Holdings Inc. is trending as investors debate the impact of a newly secured $1.25 billion forward-flow agreement with Fortress Investment Group, which some see as a vital indicator of long-term model stability. Despite this, the stock remains under intense pressure from high short interest and broader fintech sector weakness, leaving the community divided between those hoping for a short squeeze and those frustrated by a persistent multi-year downtrend.

Edesa Biotech, Inc. is a biopharmaceutical company, which focuses on acquisition, development, and commercialization of drug candidates for medical dermatology and respiratory diseases. Its clinical studies include EB05 for Acute Respiratory Distress Syndrome (ARDS), EB07 for systemic sclerosis (SSc), EB01 for chronic Allergic Contact Dermatitis (ACD), and EB06 for vitiligo. The company was founded by Pardeep Nijhawan on June 12, 2007 and is headquartered in Markham, Canada.

Edesa Biotech Inc

Edesa Biotech is experiencing a surge in volatility and investor interest, driven by recent regulatory filings from major institutional holders like Point72 and Perceptive Advisors that have effectively locked up a significant portion of the float. The community remains hyper-focused on the company's clinical pipeline, with ongoing speculation regarding potential buyout scenarios, partnerships, and pending data presentations as key catalysts.

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<ul class="summary-bullets"><li>Analysts expect Starbucks to report Q2 earnings per share of $0.44 and revenue of around $9.09 billion.</li><li>U.S. comparable sales increased 4% in the first fiscal quarter, marking the first rise in transactions in two years.</li><li>Stabucks has focused on simplifying operations and speeding up service to under 4 minutes.&nbsp;</li></ul>Starbucks Corp.’s (SBUX) stock looks to snap a two-day losing streak on Tuesday as the coffee house giant heads into second-quarter earnings, with investors closely watching whether its ambitious turnaround strategy can translate into financial momentum.The earnings come at a time when Starbucks is facing a defining checkpoint for its “Back to Starbucks” overhaul led by CEO Brian Niccol.&nbsp;<h2 class="st-heading-2">Is SBUX Showing Early Signs Of Recovery?</h2>The stock has climbed nearly 17% year-to-date to about $97.89, reflecting optimism that operational changes are beginning to take hold. Analysts expect earnings per share to be near $0.44 and revenue around $9.09 billion, according to Fiscal AI data.&nbsp;Attention has turned particularly to whether the company can finally show year-over-year improvement in operating margin after eight straight quarters of contraction.Recent quarters have shown encouraging signals. U.S. comparable sales rose 4% in the fiscal first quarter, marking the first positive transaction growth in two years. International performance has also improved, with China leading gains and helping offset weaker North American trends.<a href="https://stocktwits.com/symbol/SBUX">Starbucks stock</a> inched 0.2% higher in Tuesday’s premarket.&nbsp;<h2 class="st-heading-2">SBUX’s Turnaround Strategy In Focus&nbsp;</h2>The company is focusing on simplifying its operations and serving customers faster, aiming to get drinks out in less than 4 minutes. Management has also been working to streamline the menu, improve how stores operate, and bring back a more classic café feel.&nbsp;However, according to a Barron’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.barrons.com/articles/starbucks-earnings-stock-niccol-china-640756a5">report</a>, even as customer traffic continues to climb, profit margins are still feeling pressure. Increased labor expenses, higher raw material prices, and spending on the company’s transformation efforts have all contributed to squeezing profitability.JPMorgan, Stifel, and Bank of America all increased their price targets on Starbucks shares on Friday, signaling growing confidence in the company’s near-term outlook.&nbsp;JPMorgan lifted its price target&nbsp;on SBUX to $100 from $95, while Stifel raised it to $115 from $105. Bank of America provided the most aggressive revision, boosting its price target to $130 from $120.&nbsp;<h2 class="st-heading-2">What Are SBUX’s Retail Traders Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory, while message volume increased by 400% over 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_28_040129_png_101d1ca6f6.webp" alt="SBUX’s Sentiment Meter and Message Volume as of 04:00 a.m. ET on Apr.28, 2026 | Source: Stocktwits" width="932" height="103"><figcaption>SBUX’s Sentiment Meter and Message Volume as of 04:00 a.m. ET on Apr.28, 2026 | Source: Stocktwits</figcaption></figure>A user&nbsp;<a href="https://stocktwits.com/NatoshiSakomoto/message/651580644">remarked</a> that “Most of the people can’t afford to pay $6-7 for a cup of coffee.”SBUX stock has gained over 16% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dpz-stock-under-pressure-analysts-turn-cautious-after-earnings-miss-slower-us-sales/cZB8nwLRe5W">DPZ Stock Under Pressure: Analysts Turn Cautious After Earnings Miss, Slower US Sales</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Starbucks logo on a white column at the 3rd China International Supply Chain Expo. (Photo by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

SBUX Stock Rises Premarket Heading Into Earnings: Investors Await First Signs Of Margin Recovery  

The SBUX stock has risen about 17% so far in 2026, indicating growing confidence that operational improvements are starting to take effect. 

Equity

The stock has risen about 17% so far in 2026, indicating growing confidence that operational improvements are starting to take effect. 


ETFs to Watch as Tesla Shares Slump Despite Q1 Earnings Beat 

TSLA slides despite a Q1 earnings beat as a $5B capex hike tied to AI and Robotaxi ambitions rattles sentiment, pushing investors toward ETF consideration.

<ul class="summary-bullets"><li>The filing shows the $1 million purchase raised CEO Elliott Hill’s holdings to 265,247 shares.&nbsp;</li><li>The buy comes as Nike stock faces pressure from demand and concerns about shrinking sales.</li><li>On Thursday, Nike said it will cut about 1,400 jobs globally as part of a restructuring to refine its operations.&nbsp;</li></ul>Nike (NKE) disclosed a new insider transaction this week, even as the company navigates a sweeping internal overhaul and seeks to reverse a prolonged slump that has erased a significant portion of its market value.The company’s President and CEO, Elliott Hill, increased his personal stake in the sportswear giant.<h2 class="st-heading-2">NKE CEO Invests During Downturn&nbsp;</h2>The filing, submitted to the U.S. Securities and Exchange Commission, details that Hill acquired more than 23,000 shares of Class B common stock on April 13, at an average price of about $42 per share.&nbsp;The disclosure confirms that the trade is valued at over $1 million, increasing his direct ownership to 265,247.235 shares following the transaction. The purchase comes during a period of heightened investor attention on Nike’s share performance, which has faced pressure over recent quarters amid shifting consumer demand and margin concernsThe acquisition price sits close to recent multi-month lows, a level that has also attracted attention from other high-profile insiders, including board member Tim Cook of Apple Inc. (AAPL), who made a separate purchase around the same time frame on April 10.&nbsp;<a href="https://stocktwits.com/symbol/NKE">Nike stock</a> edged 0.5% higher overnight, heading into Friday. So far in 2026, though the Consumer Discretionary Select Sector SPDR ETF (XLY) has shown a 0.6% growth, Nike has experienced a brutal de-rating, with its stock plummeting roughly 27%.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260424_014608286_png_983aab893c.webp" alt="XLY Vs. NKE Returns So Far In 2026.(Source:Koyfin)" width="2400" height="1240"><figcaption>XLY Vs. NKE Returns So Far In 2026.(Source:Koyfin)</figcaption></figure><h2 class="st-heading-2">Nike Expands Workforce Reductions&nbsp;&nbsp;</h2>On Thursday, Nike announced the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nke-rises-after-hours-following-insider-buys-by-ceo-elliott-hill-and-apple-tim-cook/cZJql51RIvQ">elimination</a> of roughly 1,400 positions across its global workforce as the company pushes forward with an internal overhaul designed to refine operations and refocus its long-term strategy.The layoffs were confirmed in an internal communication from Chief Operating Officer Venkatesh Alagirisamy, who outlined that the decision aligns with Nike’s broader “Win Now” transformation plan.&nbsp;The layoffs span North America, Europe, and Asia, with the largest share concentrated in Nike’s technology teams. The latest cuts extend a series of workforce adjustments implemented under Elliott Hill, who has been steering Nike through a multi-year turnaround following declining sales performance.&nbsp;Earlier in the year, the company eliminated around 775 roles tied to distribution operations as part of a push toward greater automation.<h2 class="st-heading-2">Demand Pressure And Market Challenges</h2>Nike continues to face uneven global demand, with the company projecting a modest sales decline through 2026, including a 2%–4% drop in the current quarter driven by weakness in Greater China and the Converse brand.&nbsp;In his note, Alagiri said a major component of the “Win Now” plan involves consolidating Nike’s technology operations into key hubs, including its headquarters in Oregon and its India-based technology center.The restructuring also includes relocating certain Converse manufacturing and engineering functions closer to production partners. Additionally, Nike is integrating its materials operations more closely with footwear and apparel supply chains to boost coordination from raw inputs to finished goods.NKE stock has declined by over 29% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/american-rare-earths-stock-is-done-with-otc-nasdaq-listing-could-be-mega-unlock-this-year/cZBWANsReTg">American Rare Earths Stock Is Done With OTC — Nasdaq Listing Could Be Mega Unlock This Year</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nike logo is displayed on a mobile phone with the company branding seen in the background.

Nike CEO Puts $1M More On The Line As Turnaround Push Intensifies Amid Fresh Layoffs 

The SEC filing shows that Hill purchased over 23,000 Class B shares on April 13 at an average cost of roughly $42 each.

<ul class="summary-bullets"><li>Investment banks are reportedly targeting a valuation for SpaceX above $2 trillion ahead of a potential public listing.</li><li>Chan Ahn, the founder and CEO of Tessera Lab, told Stocktwits that on-chain instruments and prediction markets are consistently pricing SpaceX closer to $1.5 trillion.</li><li>He explained that the gap reflects differences in access to information, the investor base, and the structural features of on-chain instruments.</li></ul>Tesla (TSLA) chief executive Elon Musk announced that the EV market is expanding its relationship with SpaceX (SPACEX), but not everyone agrees on what the space company is worth. While banks are targeting a $2 trillion valuation, on-chain data suggests a figure closer to $1.5 trillion.Chan Ahn, the founder and CEO of Tessera Lab, who is also a Goldman Sachs and JPMorgan veteran, told Stocktwits that on-chain markets offer a distinct, consistently lower view of SpaceX’s valuation.Ahn launched T-SpaceX in February, an on-chain instrument that provides economic exposure to SpaceX through a loan participation structure. The product trades continuously on decentralized exchanges, offering a real-time market signal rather than periodic valuation updates typical of private markets.Since launch, more than 600 traders have generated over $100 million in notional volume, with pricing consistently implying a SpaceX valuation of roughly $1.54 trillion.&nbsp;According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-04-08/elon-musk-spacex-ipo-2-trillion-valuation-push-explained">report</a>, the contrasting $2 trillion valuation leans heavily on AI hype.<blockquote>“The same $1.54 trillion figure has been independently arrived at by Polymarket traders operating with no connection to T-SpaceX. When two structurally unrelated on-chain markets converge on a number that is a consistent discount to the bank target, that convergence deserves attention.”&nbsp;&nbsp;— Chan Ahn, Founder &amp; CEO, Tessera Lab</blockquote><h2 class="st-heading-2">Why Is There A $500 Billion Gap In SpaceX’s Valuation?</h2>Ahn pointed to three factors driving the roughly $500 billion gap between traditional and on-chain valuations.The first, he said, is execution risk. Bank-led estimates assume continued growth in SpaceX’s key businesses, including Starlink revenue expansion, successful deployment of next-generation Starship systems, and the integration of Musk’s artificial intelligence initiatives. These assumptions are plausible but not yet validated through public financial disclosures.Ahn noted that the second factor was structural. T-SpaceX provides economic exposure, not equity ownership. Investors do not receive voting rights or dividends, and the instrument is designed to trade at a discount to the underlying equity value.The third difference is the investor base, he said. On-chain markets are dominated by retail and crypto-native participants, while institutional investors are participating in private discussions with access to non-public information. Hence, each group prices risk differently.“Bank-led valuations are negotiated estimates based on privileged access,” Ahn told Stocktwits. “On-chain pricing reflects the aggregated views of a broader group trading without that advantage.”<h2 class="st-heading-2">Tesla And SpaceX Operational Tries Grow Closer</h2>During the first quarter (Q1) earnings call, Musk said the two companies are going to partner to build a “Terafab” in Austin, a project expected to cost tens of billions of dollars and produce advanced chips for artificial intelligence, autonomous vehicles, and space-based computing systems.&nbsp;The filings also showed Tesla had disclosed a $2 billion equity investment in SpaceX, which reduced its free cash flow for the quarter.<a href="https://stocktwits.com/symbol/TSLA">TSLA’s stock</a> fell nearly 5% in morning trade on Thursday. On Stocktwits, retail sentiment around the EV maker trended in ‘extremely bullish’ territory over the past day, while chatter rose to ‘high’ from ‘normal’ levels. Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/SPACEX">SpaceX</a>, which isn’t publicly traded yet, trended in the ‘bearish’ zone.<h2 class="st-heading-2">Traditional Private Markets Vs On-Chain Data&nbsp;</h2>According to Ahn, the broader argument is not that on-chain markets are more accurate, but that they answer a different question. “I’d be asking why two very different methodologies land near each other, and at a consistent discount to where management is currently testing the market,” he said.Ahn explained that private market valuations are set through infrequent funding rounds and negotiations, often under conditions of limited transparency. On-chain instruments, by contrast, provide continuous pricing based on open participation, even if that pricing reflects less-informed participants. “Traditional private markets give you a snapshot,” he said. “On-chain markets give you a live feed.”The SpaceX roadshow is confirmed for the week of June 8 with pricing targeted for June 15. According to Ahn, between the roadshow kicking off and the final listing is when investment banks will have institutional price discovery conversations. He forecast that they may not necessarily cite T-SpaceX or Polymarket at the roadshow, but the $500 billion is likely to be too big to ignore.&nbsp;<blockquote>That data will matter more for crypto's role in capital markets than any regulatory announcement or theoretical argument. The test is live.&nbsp;— Chan Ahn, Founder &amp; CEO, Tessera Lab</blockquote>Somewhere in the gap between those numbers is the price the public market will set on June 15, Ahn said. Which one proves closer to reality will become clear when public investors set the price.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-stock-rallies-to-11-year-high-wolfpack-says-market-verdict-in-2027/cZBBUqlRebI">EXCLUSIVE: POET Stock Rallies To Near 11-Year High – Wolfpack Says Market Will ‘Render Its Verdict‘ By 2027</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Kennedy Space Center, Florida, United States - SpaceX CEO Elon Musk speaks to the media following a press conference. (Photo by Paul Hennessy/NurPhoto via Getty Images) 

SpaceX IPO Valuation: The $500B Gap Between Wall Street And Blockchain Nobody Is Talking About

Elon Musk announced that Tesla is expanding its relationship with SpaceX during the Q1 earnings call, and filings disclosed a $2 billion equity investment.

Cryptocurrency

Elon Musk announced that Tesla is expanding its relationship with SpaceX during the Q1 earnings call, and filings disclosed a $2 billion equity investment.


<ul class="summary-bullets"><li>Meeks added that Tesla’s current position is a “little scary,” noting that investors will want to see some stabilization in the company’s EV business.</li><li>The analyst added that, with Tesla’s Q1 earnings due later today, he is looking for milestones in autonomy.</li><li>He thinks Tesla’s autonomy development is more important than its humanoid robotics, which is further down the line.</li></ul>Paul Meeks, Head of Technology Research at Freedom Capital Markets, on Wednesday stated that Tesla Inc. (TSLA) will have to spend a lot more on capital expenditure, but added that the company’s cash flow position is a little tight.During an interview with CNBC, Meeks stated ahead of Tesla’s first quarter (Q1) earnings later today that the company is currently caught in the crosshairs, pointing to its declining electric vehicle sales.<a href="https://stocktwits.com/symbol/TSLA">Tesla shares</a> were up nearly 1% in Wednesday’s pre-market trade.<h2 class="st-heading-2">Meeks Says It’s A ‘Little Scary’</h2>Meeks added that Tesla’s current position is a “little scary,” noting that investors will want to see some stabilization in the company’s EV business.“Tesla is in the crosshairs. It’s a little scary to me, because you have the declining EV business… of course at this point, I don’t think anyone really cares about the EVs, but you do want to see them stabilized if you’re interested in the auto gross margin,” Meeks said.The analyst added that with Tesla’s Q1 earnings due later today, he is looking for some milestones on autonomy. He thinks Tesla’s autonomy development is more important than its humanoid robotics, which is further down the line.Analysts at Cantor Fitzgerald termed 2026 as a transitional year for Tesla, according to TheFly. The firm cited Tesla&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsla-stock-slumps-as-tesla-q1-deliveries-miss-estimates/cZ7xMm3RI8g">missing</a> Wall Street expectations with its Q1 deliveries and energy deployments. Cantor analysts stated that the focus is now shifting to initiatives such as Robotaxi, Optimus, and expanded deployments of Tesla’s autonomous driving technology in Europe.Cantor has an ‘Overweight’ rating on the Tesla stock, with a $510 price target.Analysts at Jefferies cautioned that Tesla’s Q1 results will show that the company’s ambition to offer Robotaxi services to 25-50% of the U.S. market by the end of the year “look beyond reach.”<h2 class="st-heading-2">What Does Tesla Need To Do To Be A Next-Gen Leader?</h2>Meeks explained that Tesla needs to ramp up its capex if it wants to be a leader in the next-generation technologies.“They’re going to have to spend a hell of a lot more on capital expenditures, even way beyond the EV business,” he said.However, it won’t be an easy task for Tesla. Meeks pointed to Tesla’s operating cash flow getting tighter due to the company’s current capex, after the company spent $2.4 billion in the previous quarter.The analyst added that he is worried that if Tesla ramps up capex significantly, it will put the company’s free cash flow in the deeply negative territory.Earlier this week, The Future Fund LLC Managing Partner Gary Black&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-peg-valuation-gary-black-ahead-q1-earnings-robotaxi-competition/cZBd9tLRIyU">warned</a> that Tesla’s valuations are “too rich”, adding that that stocks cannot maintain price-to-earnings multiples of more than 200 unless their franchises are uniquely scalable and unassailable. Tesla’s 12-month forward PE is currently at 192.Tesla is scheduled to report its Q1 earnings on April 22, 2026. Wall Street expects the company to report earnings per share (EPS) of $0.38 on revenue of $22.34 billion, according to Fiscal.ai data.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/TSLA">Tesla</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘neutral’ levels at the time of writing.One bullish user stated that Tesla’s Robotaxi services are expanding with just a flick of a switch.<stembedurl>https://stocktwits.com/Boomskitothemoonski/message/650978891</stembedurl><a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> is down 14% year-to-date, but up 70% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 37% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 49%.The Vanguard Growth Index Fund ETF (VUG) is up 43%, while the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) is up 32%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wdc-stock-up-31-over-last-month-analysts-see-further-upside/cZBBVRBReGL">WDC Stock Is Up 31% Over The Last Month, But Why Do Analysts See Further Upside?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A portrait picture of Elon Musk photographed in Krakow, Poland on January 22nd, 2024 and Tesla logo are screened for illustration photo. (Photo by Beata Zawrzel/NurPhoto via Getty Images)

Tesla Needs ‘Way More’ Spending But Cash Is Tight, Paul Meeks Warns Ahead Of Q1 Earnings Print

During an interview with CNBC, Meeks stated that Tesla is currently caught in the crosshairs ahead of its first-quarter earnings later today, citing its declining electric vehicle sales.

4 Sector ETFs for 2Q 2026

Geopolitics and AI are reshaping markets in Q2 2026. Energy, tech, consumer and utilities emerge as key sector ETF plays amid rising uncertainty.

A Nike basketball with the Texas logo sits on the court under the burnt orange lights during an SEC college basketball game on March 7, 2026, at Moody Center in Austin, TX. (Photo by David Buono/Icon Sportswire via Getty Images)

What's Hurting Nike? Fading Basketball Clout, No Catalysts, Lack Of Innovation Top Wall Street's Concern List

Even though recent insider purchases provided a bump, NKE is heading for its worst year since 1997.

Should You Invest in the State Street Consumer Discretionary Select Sector SPDR ETF (XLY)?

<ul class="summary-bullets"><li>The development comes as Lululemon struggles to revive sales while searching for a new chief executive and facing mounting pressure from its founder.</li><li>Texas’ Attorney General is investigating whether the company misled consumers about the safety, quality, and health impacts of its products.</li><li>LULU stock is down 22% year to date, and retail sentiment on Stocktwits has remained in the ‘bearish’ zone for a week.</li></ul>Lululemon Athletica, Inc. shares were marginally lower after a volatile start in premarket trading on Tuesday, following Texas Attorney General Ken Paxton's investigation into the athleisure brand ​over the potential presence of "forever chemicals" in its activewear.The probe will examine whether the company’s athletic apparel contains PFAS (per- ​and polyfluoroalkyl substances). PFAS are linked to health risks, including endocrine disruption, infertility, certain cancers, and other issues.The AG’s office has issued a Civil Investigative Demand (CID) to the company as part of the investigation into whether it misled consumers about the safety, quality, and health impacts of its products.To be sure, there is no comprehensive federal ban on PFAS in consumer products like apparel or textiles in the U.S. or Texas, although many states have product-specific bans or required labeling.&nbsp;“Americans should not have to worry if they are being deceived when trying to make healthy choices for themselves and their families,” Paxton said, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.texasattorneygeneral.gov/news/releases/attorney-general-ken-paxton-launches-investigation-lululemon-over-potential-presence-toxic-forever">statement</a> from his office.&nbsp;“I will not allow any corporation to sell harmful, toxic materials to consumers at a premium price under the guise of wellness and sustainability. If Lululemon has violated Texas law, it will be held accountable.”<h2 class="st-heading-2">Another Woe For LULU</h2>The development comes as Lululemon struggles to revive sales while searching for a new chief executive and facing mounting pressure from its founder, who has criticized the management for months and is pushing for sweeping changes.Since last October, Lululemon founder Chip Wilson, a major shareholder, has been on a campaign against the company’s board, accusing it of weak oversight and slow engagement as he continues to push for sweeping changes.The firm, whose market capitalization has declined to nearly $20 billion from its peak of $66.5 billion in December 2023, is currently led on an interim basis by its finance chief and chief commercial officer, following Calvin McDonald's stepping down as CEO earlier this year.<h2 class="st-heading-2">Retail View On LULU Remain Dull&nbsp;</h2>On Stocktwits, the retail sentiment for LULU remained ‘bearish,’ unchanged over the past seven days, with ‘extremely low’ message volume.A trader&nbsp;<a href="https://stocktwits.com/SerenityPhase/message/650143924">remarked</a>: “LULU Chip’s involvement is only slowing down the search for a new CEO. Lululemon’s management seems unlikely to take his input seriously, but the ongoing conflict is clearly contributing to the delay.”Year to date, <a href="https://stocktwits.com/symbol/LULU">LULU stock</a> has declined 22%.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

 A Lululemon corporate logo hangs on the front of their store in Brookfield Place on June 21, 2023, in New York City. (Photo by Gary Hershorn/Getty Images)

LULU Stock Declines: Texas Launches Probe Over Potential Presence Of Harmful Chemicals In Its Activewear

The investigation will examine whether the company’s apparel contains PFAS, which are linked to health diseases.

<ul class="summary-bullets"><li>Sharon Simmons, dubbed the "DoorDash Grandma," arrived at the Oval Office in a red-branded T-shirt, carrying two bags of McDonald's.</li><li>Stifel lowered its price target on DoorDash to $185 from $215, while maintaining a 'Hold' rating, citing the potential impact of the war in Iran on its internet coverage estimates.</li><li>DASH stock has shed nearly 30% this year; Wall Street's consensus remains 'Strong Buy' with the average price target implying a 58% upside.</li></ul>DoorDash, Inc. (DASH) stock posted its best session in nearly eight weeks on Monday after President Trump staged a made-for-television moment at the White House, ordering a McDonald's meal through DoorDash and using the delivery to spotlight his administration's no-tax-on-tips policy.<h1 class="st-heading-1">The 'DoorDash Grandma' Moment</h1>According to several media&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.tradingview.com/news/reuters.com,2026:newsml_L6N40W14Z:0-trump-orders-doordash-to-white-house-trying-to-sell-his-tip-tax-cut/">reports</a>, the delivery was made by Sharon Simmons, a driver from Arkansas who arrived at the White House wearing a red "DoorDash Grandma" T-shirt and carrying two bags of McDonald's as media cameras rolled. Trump even handed her what appeared to be a $100 bill when asked whether White House staff were good tippers.Simmons spoke&nbsp;on Monday about how the "No Tax on Tips" policy, part of Trump's "One Big Beautiful Bill" signed into law last year, had delivered an $11,000 tax refund to her family. The policy allows up to $25,000 in tip deductions through 2028.She said tips account for more than half of her $22,000 annual income, and that the relief had eased financial pressure as her husband reduced his working hours to manage a medical condition.The moment was not without controversy. Critics on social media called it a staged stunt, with some pointing out that low earners like Simmons often pay little federal income tax regardless of tip deductions. Several users also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/actingliketommy/status/2043801335058006160?s=20">pointed</a> out that Simmons had appeared before Congress in July 2025 to support the One Big Beautiful Bill, leading to accusations that she was a "MAGA prop."McDonald's, notably, did not share in the spotlight as MCD stock fell nearly 0.4% on Monday and slipped further in after-hours trading.<h1 class="st-heading-1">What Analysts Think Of DASH</h1>The White House catalyst comes amid a recent wave of caution on Wall Street. Earlier on Monday, Stifel lowered its price target on&nbsp;<a href="https://stocktwits.com/symbol/DASH">DoorDash</a> to $185 from $215 (which still implies a nearly 15% upside), maintaining a 'Hold' rating, as the firm adjusted estimates across its internet coverage to account for potential headwinds from the war in Iran, according to a summary of the note on The Fly.That follows a similar move last week, when BTIG analyst Jake Fuller cut his price target to $280 from $315 while keeping a 'Buy' rating ahead of DoorDash's first-quarter results. Fuller flagged that while the Street expects margin to bottom in the first quarter, weather, gas subsidies, and the company's appetite for investment could weigh on second-quarter guidance and out-year profit estimates.Despite the target cuts, the broader Wall Street view remains bullish. According to Koyfin data, 27 analysts covering DASH have a consensus rating of 'Strong Buy,' with an average price target that implies the stock is trading at a 58% discount to fair value.<h1 class="st-heading-1">How Retail Is Reacting To DASH</h1>DASH has shed nearly 30% year to date, sharply underperforming the<a href="https://stocktwits.com/symbol/XLY">&nbsp;Consumer Discretionary Select Sector SPDR Fund</a> (XLY), which is down just 4.4%.On Stocktwits, sentiment for DASH has drifted from 'bullish' a year ago to 'neutral' as of Monday's close, though the White House moment did spark a 550% surge in 24-hour message volume.“President Trump putting the spotlight on Doordash &amp; Mcdonalds,”&nbsp;<a href="https://stocktwits.com/fuegie/message/650141185">posted</a> one user.<stembedurl>https://stocktwits.com/fuegie/message/650141185</stembedurl>"It was a publicity stunt. However, I can't think of a better&nbsp; representation of the US economy than this image. A dichotomy of an economy built on low wage services jobs dependent on tips from the top 10%. This is America,"&nbsp;<a href="https://stocktwits.com/JLInvest/message/650150768">posted</a> another user.<stembedurl>https://stocktwits.com/JLInvest/message/650150768</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-stock-tops-s-and-p-500-winners-today-pltr-crm-panw-also-rally-as-analyst-sees-anthropic-fear-trade-unwinding/cZJpAS8RIHT">Oracle Stock Tops S&amp;P 500 Winners Today: PLTR, CRM, PANW Also Rally As Analyst Sees ‘Anthropic Fear Trade’ Unwinding</a>

U.S. President Donald Trump tips Sharon Simmons after receiving a DoorDash delivery of McDonald's during an event outside the Oval Office of the White House on April 13, 2026 in Washington, DC. (Photo by Win McNamee/Getty Images)

DASH Stock Scores Trump Pump After 'DoorDash Grandma' Delivers McDonald's To White House — Even As Analyst Cuts Price Target

Trump was using the delivery to spotlight his administration's no-tax-on-tips policy.

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