<ul class="summary-bullets"><li>BlueBird 11 has reached Cape Canaveral ahead of its planned first-half August launch.</li><li>BlueBird satellites 12 and 13 are expected to reach the launch site shortly.</li><li>The satellites are set to launch into low Earth orbit aboard a Falcon 9 rocket from Cape Canaveral, Florida.</li></ul>AST SpaceMobile (ASTS) shares slipped in Friday afternoon trading even though the company announced that its BlueBird 11 satellite had reached Cape Canaveral, Florida, ahead of its planned orbital launch next month.At the time of writing, <a href="https://stocktwits.com/symbol/ASTS">ASTS shares</a> were down around 0.45%.<h2 class="st-heading-2">BlueBird Satellites Move Closer To Launch</h2>In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/AST_SpaceMobile/status/2075624883946500163">post on X</a>, the satellite communications company said BlueBird 11 is now launch-bound, with BlueBirds 12 and 13 expected to arrive at Cape Canaveral shortly.“BlueBird 11 arrives at Cape Canaveral. BlueBirds 12 and 13 will be following shortly. Next stop, orbital launch in the first half of August,” the company said.AST SpaceMobile added that the update reflects continued progress in scaling its manufacturing operations, describing the effort as “execution in motion” and highlighting that the satellites were built in Texas as part of its plan to deliver space-based broadband services.<h2 class="st-heading-2">ASTS Strengthens Space-Based Cellular Network</h2>BlueBirds 11, 12, and 13 are set to launch into low Earth orbit aboard a Falcon 9 rocket from Cape Canaveral, Florida, building on the successful June 2026 deployment of BlueBirds 8, 9, and 10, which are already operating in orbit.The mission will add the next batch of next-generation satellites to AST SpaceMobile’s space-based cellular broadband network, which is designed to deliver voice, data and video services directly to standard, unmodified smartphones.The new BlueBird satellites will have 2,400-square-foot communications arrays, similar in size to those already in orbit. AST SpaceMobile expects them to deliver nearly twice the peak data speeds of its first-generation Block 1 BlueBird satellites, which recently achieved download speeds of 98.9 Mbps directly to standard smartphones.<h2 class="st-heading-2">ASTS Stock: What Stocktwits Retail Sentiment Says</h2>On Stocktwits, retail sentiment for ASTS was ‘bearish,’ while message volume was ‘low’ at the time of writing.One user shared a screenshot of the X post announcing BlueBird 11’s arrival at Cape Canaveral and <a href="https://stocktwits.com/Maggistock/message/658778093">said</a>, “Let’s shoot to $100 next week.”<stembedurl>https://stocktwits.com/Maggistock/message/658778093</stembedurl>The <a href="https://stocktwits.com/symbol/ASTS">ASTS stock</a> has gained around 4% year-to-date.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/xpev-stock-rises-as-ceo-takes-first-robotaxi-ride-in-guangzhou/cZmrOssR780">XPEV Stock Rises 1.5% As CEO Takes First Robotaxi Ride In Guangzhou</a>&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of AST SpaceMobile Inc. 

ASTS Stock In Focus — AST SpaceMobile’s BlueBird 11 Reaches Cape Canaveral Ahead Of August Launch

AST SpaceMobile (ASTS) shares slipped in Friday afternoon trading even though the company announced that its BlueBird 11 satellite had reached Cape Canaveral, Florida, ahead of its planned orbital launch next month.

Equity

The company says its next-generation BlueBird satellite program remains on schedule, with more spacecraft close behind.

<ul class="summary-bullets"><li>Kraken’s Chief Data Officer Kamo Asatryan reportedly said that the company’s AI-powered tools are designed to help retail investors make more informed trading decisions.</li><li>The move would put Kraken in the same league as Coinbase, Gemini, and Bitget, all of which have already launched AI trading features.</li><li>The rollout comes after Kraken paused its IPO plans earlier this year, with investors now expecting a third-quarter listing.</li></ul>Kraken (KRAKZZX) is reportedly preparing to relaunch its app with agentic trading at its core, playing catch-up with incumbent listed cryptocurrency exchanges like Coinbase (COIN) and Gemini (GEMI) and ahead of its highly anticipated initial public offering (IPO) later this year.&nbsp;Kraken’s Chief Data Officer Kamo Asatryan told CNBC that Kraken's version is centered around addressing the gap between retail traders that buy cryptocurrencies at peaks and selling at troughs out of fear-of-missing-out (FOMO) and professional traders who stay engaged through every cycle.&nbsp;"It's important for customers who are more everyday people to have that same capability and be as well informed as the professional traders," he said. Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/KRAKZZX.P">Kraken’s pre-IPO</a> ticker on Stocktwits trended in ‘extremely bullish’ territory at the time of writing, and reflected a price of $32.94.&nbsp;<h2 class="st-heading-2">Kraken Follows Coinbase, Gemini</h2>By the time Kraken's agentic trading push reportedly arrives, it will be the fourth major exchange to ship the feature. Gemini rolled out "Agentic Trading" in late April 2026, letting users connect AI models like Claude and ChatGPT directly to trading accounts. Coinbase followed in June 2026 with agentic trading support and tools for AI agents to trade and pay for premium research.&nbsp;Bitget upgraded its Agent Hub for faster AI-driven trading back in March. Kraken enters last among the group.<h2 class="st-heading-2">Kraken’s IPO Pitch Deck In Disguise?</h2>The product timing lines up with Kraken's&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kraken-eyes-wall-street-debut-after-fresh-20-billion-valuation-with-ipo-filing/cLPo0qjREBD">plans to enter the public market</a>. The exchange confidentially filed a draft S-1 with the Securities and Exchange Commisson (SEC) in November 2025, in which it targeted to list in the first-quarter (Q1) of 2026 backed by an $800 million raise that valued the company at $20 billion.&nbsp;It paused those plans in March, earlier this year, citing market conditions, and its valuation has since slipped to roughly $13.3 billion following a $200 million investment from Deutsche Borse in April. Co-CEO Arjun Sethi said in May the company was "roughly 80% ready" to list, with many anticipating the lunch in the third-quarter (Q3).&nbsp;Coinbase and Gemini, the two rivals that beat Kraken to agentic trading, are both already public.&nbsp;<a href="https://stocktwits.com/symbol/COIN">COIN’s stock</a> edged 0.5% higher in afternoon trade on Friday. On Stocktwits, retail sentiment around the company improved to ‘neutral’ from ‘bullish’ territory over the past day.&nbsp;Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/GEMI/">GEMI’s stock</a> gained over 1% in afternoon trade despite getting a price target cut from Morgan Stanely. The firm reduced its outlook on Gemini to $5.50 from $6, and kept an ‘Equal Weight’ rating on the shares amid it’s broader sector revision ahead of second quarter (Q2) earnings. Retail sentiment around the company on Stocktwits fell to ‘neutral’ from ‘bullish’ territory over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-mstr-panic-is-mostly-noise-btc-a-screaming-buy-at-64000/cZmrILrR783">Bitcoin-MSTR Panic Is ‘Mostly Noise’ – BTC A ‘Screaming Buy’ At $64K, Says Standard Chartered</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Kraken Reportedly Targets Retail Traders With Agentic Trading Ahead Of Highly Anticipated IPO 

Kraken (KRAKZZX) is reportedly preparing to relaunch its app with agentic trading at its core, playing catch-up with incumbent listed cryptocurrency exchanges like Coinbase (COIN) and Gemini (GEMI) and ahead of its highly anticipated initial public offeri

Kraken IPO Strategy: Is The New AI Agentic Trading App A Pitch Deck In Disguise To Face Coinbase, Gemini?

Cryptocurrency

According to a report by CNBC, Kraken is preparing to relaunch its app with agentic trading soon.

<ul class="summary-bullets"><li>Projections for corporate earnings per share (EPS) are experiencing a pre-earnings upward revision, marking the strongest growth trajectory seen since the immediate post-pandemic boom, HSBC says.&nbsp;</li><li>Majority of this record-breaking EPS momentum is isolated within a select group of mega-cap companies.&nbsp;</li><li>Growth will primarily come from key sectors—including energy, technology and industrials.&nbsp;</li></ul>Corporate America is entering its second-quarter earnings season on a historically strong footing. Expectations for corporate earnings growth are expected to surge the most in the post-pandemic era, according to a recent report by HSBC Global Investment Research.Market analysts have historically revised their corporate earnings per share (EPS) projections ahead of the official quarterly reporting cycle. Typically, consensus estimates moderate in the weeks leading up to earnings rollouts, but high fundamental demand and an increase in overall investor revenue expectations, specifically in AI-focused tech stocks have skewed analyst expectations.A report by HSBC, published by Seeking Alpha, highlighted that while these projections are historically lofty, the investment firm remains unconcerned. Nicole Inui, head of equity strategy for the Americas at HSBC Global Investment Research, said optimism is anchored by the fact that the explosive expansion is not a fragile, generalized bubble but is instead highly concentrated within fundamentally strong sectors and dominant market players.HSBC expects energy (<a href="https://stocktwits.com/symbol/XLE">XLE</a>), (<a href="https://stocktwits.com/symbol/VDE">VDE</a>), (<a href="https://stocktwits.com/symbol/XOP">XOP</a>) and information technology (VGT), (XLK), (SOXX) to lead earnings growth with double and triple-digit gains.&nbsp;<img src="https://news.stocktwits-cdn.com/Screenshot_2026_07_10_115917_png_c78376fad5.webp" alt="Screenshot 2026-07-10 115917.png">&nbsp;Mega-Cap Technology Anchors MomentumThe technology sector will remain the premier driver of the market's record earnings expansion, taking support from strong cloud computing growth and massive capital commitments toward artificial intelligence infrastructure.Microsoft Corp. (MSFT) reported a booming Q1 2026 revenue of $77.7 billion, representing an 18% increase year-over-year. The tech giant's diluted GAAP earnings per share landed at $3.72, heavily supported by a 40% revenue surge in its Azure and cloud services business&nbsp;Whereas, Alphabet Inc. (GOOGL) announced a consolidated Q1 2026 revenue of $109.9 billion, marking a 22% increase year-over-year, with similar performance seen by Magnificent Seven companies, chipmakers and memory drive makers.&nbsp;SPY, QQQ, DIA: Retail View&nbsp;Retail sentiment on Stocktwits for SPY, QQQ and DIA was between ‘extremely bullish’ and ‘neutral’ zones with ‘normal’ to ‘high’ message volumes.SPY, QQQ, DIA ETFs have gained 9.7%, 17% and 8% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone screen shows a sharply falling chart of the S&P 500 index against a blurred stock-market background on November 21, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

HSBC Sees Strongest US Q2 Earnings Growth Since Post-Pandemic Era — Energy, Tech And Materials Sectors To Shine

Corporate America is entering its second-quarter earnings season on a historically strong footing. Expectations for corporate earnings growth are expected to surge the most in the post-pandemic era, according to a recent report by HSBC Global Investment R

HSBC Sees Strongest U.S. Q2 Earnings Growth Since Post-Pandemic Era — Energy, Tech And Materials Sectors To Shine

An analysis by HSBC Global Investment Research reveals that U.S. corporate earnings expectations are climbing at their fastest pace since the post-pandemic recovery era.

<ul class="summary-bullets"><li>The Fed report also noted that increased spending on AI infrastructure, including data centers, has boosted demand for industrial metals and other materials used in building AI infrastructure.</li><li>The report added that the U.S. economy has remained on solid footing amid tariffs, geopolitical tensions and evolving global supply chains.</li><li>Warsh is scheduled to begin his semiannual testimony before Congress next week with an appearance before the House Financial Services Committee on July 14.</li></ul>The Federal Reserve said in its latest Monetary Policy Report that demand for AI-related products and the Middle East conflict have added to inflationary pressures, while emphasizing that the Federal Open Market Committee (FOMC) remains prepared to act "forcefully" to ensure longer-term inflation expectations remain well anchored.In the MPR released ahead of Chair Kevin Warsh’s semiannual testimony to Congress next week, the Fed said it remains committed to returning inflation to its long-term target of 2% and will use its policy tools as needed to keep inflation expectations well anchored.“The Committee is prepared to act forcefully to ensure that longer-term inflation expectations remain well anchored,” the Fed said in its report, while adding that price stability is essential for a sound and stable economy.Warsh is scheduled to begin his semiannual testimony before Congress next week with an appearance before the House Financial Services Committee on July 14.The Personal Consumption Expenditures (PCE) Index&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-soars-hits-record-high-pce-report-may-2026/cZ1GmZ6R7Xa">advanced</a> 4.1% in May on an annualized basis, the highest level since April 2023. PCE is the Fed’s preferred inflation gauge.Core PCE, which excludes food and energy, rose 3.4% on an annualized basis in May, up 0.3% on a monthly basis. The annual reading of core PCE was the highest since October 2023.The Bureau of Economic Analysis revised the first quarter (Q1) GDP upward to 2.1%, from its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-pce-index-april-2026-gdp-q1-2026-revision/cZgi0NtResn">previous estimate</a> of 1.6%, beating Wall Street’s expectations of 1.7% growth.<h2 class="st-heading-2">Fed Highlights The Dual Impact Of AI</h2>The central bank highlighted that demand for products supporting AI has contributed to higher prices in some parts of the economy, particularly in computers, semiconductors and software.The report also noted that increased spending on AI infrastructure, including data centers, has boosted demand for industrial metals and other materials used in building AI infrastructure, while supporting broader economic activity.Manufacturing output has been bolstered by investment in AI-related infrastructure, while strong productivity growth has helped offset slower labor force growth. The Fed said these productivity gains have contributed to an increase in the economy's productive capacity.<h2 class="st-heading-2">Fed Sees Economy Remaining Resilient Despite Headwinds</h2>The report said the U.S. economy has remained on solid footing amid tariffs, geopolitical tensions and evolving global supply chains. The Fed said consumer spending has continued to underpin economic activity, while business investment has remained resilient.The report also noted that the labor market has stayed relatively healthy, with job gains continuing despite some easing in hiring. The Fed said the balance between labor demand and supply has improved, helping reduce inflationary pressures without a significant deterioration in employment.“The gains in the first quarter were supported by robust growth in high-tech business investment and a bounceback in federal purchases following the government shutdown in the fourth quarter of last year,” the Fed noted.The central bank also said layoffs have remained subdued while job vacancies have been nearly flat, suggesting that labor demand and supply are roughly in balance.At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, gained 0.22%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) was up 0.26%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) rose 0.25%. Retail sentiment on Stocktwits regarding the S&amp;P 500 ETF was in the ‘bullish’ territory.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-us-continue-talks-iran-conveyed-ceasefire-is-over/cZmr7VPR78B">Trump Says US Will Continue Talks With Iran — But United States Has Conveyed 'In No Uncertain Terms, That The Cease Fire Is Over'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Federal Reserve logo is seen on the William McChesney Martin Jr Building

Fed Flags AI Demand, Middle East Conflict As Contributors To Inflation Pressures — FOMC Ready To Act 'Forcefully' To Keep Expectations Anchored 

The Federal Reserve said in its latest Monetary Policy Report that demand for AI-related products and the Middle East conflict have added to inflationary pressures, while emphasizing that the Federal Open Market Committee (FOMC) remains prepared to act "f

In the Monetary Policy Report released ahead of Chair Kevin Warsh’s semiannual testimony to Congress next week, the Fed said it remains committed to returning inflation to its long-term target of 2%.


<ul class="summary-bullets"><li>Chairman and CEO He Xiaopeng became the first internal passenger to complete a full ride, the company said.&nbsp;</li><li>XPeng frames the robotaxi as a major milestone in moving beyond smart electric vehicles to autonomous “robotic vehicles” powered by Physical AI.</li><li>The company aims to complete trial operations and begin regular demonstration services in 2026, starting with Guangzhou as a model city.</li></ul>Shares of XPeng (XPEV) jumped 1.5% on Friday after the company announced that it had begun employee testing of its robotaxi service in Guangzhou.<h2 class="st-heading-2">Internal Testing Underway</h2>The Chinese electric vehicle maker started closed testing of its robotaxi platform just eight months after unveiling the project at its 2025 AI Day. Chairman and CEO He Xiaopeng became the first internal passenger to complete a full ride — from ordering the trip through an app to being picked up and dropped off autonomously — the company said.The successful test connected the entire service chain, from ride request and dispatch to passenger transport and trip completion, it noted.<h2 class="st-heading-2">Key Step Toward Physical AI</h2>XPeng frames the robotaxi as a major milestone in moving beyond smart electric vehicles to autonomous “robotic vehicles” powered by Physical AI. This refers to AI systems that can perceive their surroundings, make decisions, and operate independently in the real world.He Xiaopeng said in a post on X, “I believe the next decade is about cars and robots merging into one. A car, at its core, is a four-wheeled AI robot. The mobility space of the future will think, remember, and talk to you naturally.”<h2 class="st-heading-2">2026 Commercialization Plans</h2>The company aims to complete trial operations and begin regular demonstration services in 2026, starting with Guangzhou as a model city. It is exploring partnerships across Europe, the Middle East, and Southeast Asia.Rather than operating ride-hailing fleets itself, XPeng plans to act as a technology supplier, providing its autonomous driving software and hardware to local partners.XPeng has often been said to be following American EV giant Tesla’s playbook with its efforts into humanoid robots and robotaxis. But Tesla, unlike XPeng, is looking to operate its own robotaxi fleet.<h2 class="st-heading-2">How Did XPEV Retail Traders React?</h2>On Stocktwits, retail sentiment around XPEV stock stayed within the ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘low’ levels.A Stocktwits user said that XPeng’s humanoid robot will cost way more than Tesla’s own Optimus humanoid robot once ready.<stembedurl>https://www.stocktwits.com/CHmarker/message/658728572</stembedurl>Another highlighted the difference between Tesla and Xpeng’s approaches to physical AI development.<stembedurl>https://www.stocktwits.com/MorganHoratio/message/658694976</stembedurl><a href="https://stocktwits.com/symbol/XPEV">XPEV stock</a> has fallen 35% year-to-date.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/cake-stock-hits-record-high-today-citi-bets-on-rewards-program-app-momentum-to-restore-positive-traffic/cZmrax0R78f">CAKE Stock Hits Record High Today – Citi Bets On Rewards Program, App Momentum To Restore Positive Traffic</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

XPENG AI Robot Iron, XPENG's latest humanoid robot, Hong Kong, China. (Photo by: Bob Henry/UCG/Universal Images Group via Getty Images)

XPEV Stock Rises 1.5% As CEO Takes First Robotaxi Ride In Guangzhou

The Chinese electric vehicle maker started closed testing of its robotaxi platform just eight months after unveiling the project at its 2025 AI Day.

<ul class="summary-bullets"><li>The company said in Q1 that it would bolster its advertising capabilities to turn human attention into a bigger revenue stream.</li><li>Platforms losing share to Reddit were LinkedIn in business-to-business advertising, Pinterest, Snapchat, and X, according to the agencies who spoke to Jefferies, Investing.com reported.</li><li>Analysts expect the company to generate $731 million in revenue and $1.45 per share in adjusted profit for Q2.</li></ul>Reddit (RDDT) attracted significant investor attention on Friday after Jefferies issued positive commentary on the company following conversations with advertising agencies ahead of the social media platform’s second-quarter earnings, which are expected at the end of this month.The firm expects Reddit to show strong momentum in the second quarter (Q2), according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investing.com/news/stock-market-news/jefferies-says-reddit-gains-social-media-ad-share-in-q2-93CH-4785655">report</a> from Investing.com, as the company has frequently been cited by ad firms for taking market share from social media budgets.The company is scheduled to report earnings on July 30. Analysts expect the company to generate $731 million in revenue and $1.45 per share in adjusted profit, according to data from Koyfin.<h2 class="st-heading-2">Reddit Gaining Social Share Through Strong Contextual Targeting</h2>The report said advertising agencies noted accelerated digital ad growth in Q2, with Reddit gaining social share through strong contextual targeting, high-intent audience, and incremental reach.Platforms losing share to Reddit were LinkedIn in business-to-business advertising, Pinterest, Snapchat, and X, according to the agencies who spoke to Jefferies.&nbsp;Moreover, Reddit’s investments in automation tools benefited smaller advertisers and drove adoption among small and medium-sized businesses.Jefferies maintained its ‘Buy’ rating on RDDT with a $250 price target, implying roughly 22% upside potential from the stock’s current level.<h2 class="st-heading-2">Reddit Executing On Advertising Strategy</h2>The analyst commentary affirms that the company is executing on its ad strategy, the details of which it disclosed in its first quarter. At that time, the company said it would further bolster its advertising capabilities to turn human attention into a bigger revenue stream, after reporting 74% growth in ad revenue for Q1.“We're executing this strategy across three areas: number one, scaling automation through our ads platform in Reddit Max; number two, delivering advertiser value across all objectives; number three, expanding the Reddit for Business ecosystem,” Chief Operating Officer Jennifer Wong said at the time.On Stocktwits, retail sentiment toward RDDT remained in ‘bearish’ territory over the last 24 hours. <a href="https://stocktwits.com/symbol/RDDT">RDDT stock</a> has fallen roughly 15% so far this year but has gained over 37% over the last 12 months.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

The Reddit logo appears on the screen of a smartphone that rests on top of a laptop keyboard in Reno, United States, on November 28, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)

Jefferies Believes RDDT’s Q2 Will Show Momentum – A Look At Why This Analyst Expects A 22% Upside For The Stock

Reddit (RDDT) attracted significant investor attention on Friday after Jefferies issued positive commentary on the company following conversations with advertising agencies ahead of the social media platform’s second-quarter earnings, which are expected a

Jefferies expects the company to deliver strong advertising revenue growth, based on conversations with ad industry executives.

<ul class="summary-bullets"><li>Circle shares pared their early rally on Friday after analysts issued mixed assessments of the company's newly approved national trust bank.</li><li>Mizuho and Wolfe Research said the approval is strategically positive but unlikely to materially boost earnings in the near term.</li><li>Clear Street stated the approval creates new long-term growth opportunities and maintained the highest price target on the stock at $157.</li></ul>Shares of Circle (CRCL) trimmed gains in midday trade on Friday after Wall Street analysts offered a mixed verdict on how much the company's new banking approval actually changes for the stock.CRCL’s stock had been&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crcl-stock-rebounds-three-month-low-occ-bank-approval/cZmrctmR7FH">on track to hit a monthly high</a> in Friday's pre-market session, a sharp reversal after the stock touched an over three-month low in the previous session. The move followed news that Circle received final approval from the U.S. Office of the Comptroller of the Currency (OCC) to establish First National Digital Currency Bank, which would operate as Circle National Trust.&nbsp;However, as the trading session moved on, those gains started to lose steam, and the stock ended up shedding more than half of its opening gains due to a highly split opinion amongst analysts regarding the value of this approval.<a href="https://stocktwits.com/symbol/CRCL">CRCL’s stock</a> was up only 5% at the time of writing. On Stocktwits, retail sentiment still improved to ‘bullish’ from ‘neutral’ territory over the past day, and chatter increased to ‘high’ from ‘low’ levels. It remained among the top trending tickers on the platform. &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_07_10_122136_png_bb5b7805a9.webp" alt="Screenshot 2026-07-10 122136.png" width="1252" height="674"><figcaption>CRCL stock retail sentiment on July 10 as of 12:30 p.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Wall Street Divided On Circle's OCC Approval</h2>Mizuho called the roughly 13% pre-market pop "likely overly optimistic," in a note to investors cited by TheFly. The firm stated that the approval may be a positive development overall, but it doesn't resolve the fundamental issues weighing on Circle's stock.&nbsp;It pointed to the decline in USDC's (USDC) market cap since March, and the threat of commoditization the stablecoin faces from the upcoming Open USD. Mizuho kept a ‘Neutral’ rating on Circle’s shares and $85 price target.Wolfe Research struck a similarly cautious tone. It said that Circle National Trust's approval would strengthen institutional custody and governance capabilities and support broader USDC adoption. However, it would have a limited impact on near-term earnings or Circle's reserve income model.&nbsp;The firm stated that the approval was "a favorable regulatory checkpoint, but not a major earnings catalyst," maintaining an ‘Underperform’ rating and $65 price target.<h2 class="st-heading-2">Why One Analyst Sees Long-Term Potential</h2>Clear Street was more optimistic about CRCL’s stock than Mizuho and Wolfe Research. He noted that the approval unlocked three new functions for the company – federally regulated fiduciary digital-asset custody, direct institutional custody, and eventual management of the USDC Reserve.&nbsp;Lau stated that while the immediate revenue contribution may be minimal, it would allow the company to build new revenue streams over time. Clear Street maintained a ‘Buy’ rating and the Street's highest price target among the group at $157.The spread between Mizuho's $85 target and Clear Street's $157 target showed how analysts are weighing the same news very differently. COIN’s stock has fallen over 15% this year and nearly 70% over the past 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-mstr-panic-is-mostly-noise-btc-a-screaming-buy-at-64000/cZmrILrR783">Bitcoin-MSTR Panic Is ‘Mostly Noise’ – BTC A ‘Screaming Buy’ At $64K, Says Standard Chartered</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Encrypted payment company Circle, Suqian, Jiangsu, China, March 11, 2023. (Photo by CFOTO/Future Publishing via Getty Images)

CRCL Stock Trims Rally Despite OCC Win – Analysts Split On What's Next

Shares of Circle (CRCL) trimmed gains in midday trade on Friday after Wall Street analysts offered a mixed verdict on how much the company's new banking approval actually changes for the stock.

Why Did CRCL Stock Lose Steam? Wall Street Split On Circle’s Banking Win

Mizuho called the initial 13% pop in CRCL stock "likely overly optimistic," citing that it doesn't resolve the fundamental issues weighing on the company's growth outlook.

<ul class="summary-bullets"><li>The company launched its first mobile app in April in a bid to improve the online ordering experience.</li><li>The stock is heading for its seventh weekly gain in the past eight weeks.</li><li>Wall Street remains mixed on CAKE, with six ‘Buy’, 11 ‘Hold’, and 2 ‘Sell’ ratings, according to Koyfin.</li></ul>Shares of The Cheesecake Factory (CAKE) climbed about 5% to a fresh record high on Friday, after Citi raised its price target on the stock and indicated growing confidence that its loyalty program and mobile app could help drive customer traffic back into positive territory.Citi raised its price target on the stock to $90 from $76 while maintaining a ‘Buy’ rating, according to The Fly. This represents a 9.8% upside potential from current levels.The brokerage said momentum in Cheesecake Rewards and the company’s new mobile app “may be enough” to return traffic growth, adding that it sees continued reasons for optimism, supported by the company's growth initiativesIn April, the company launched its first mobile app to improve the online ordering experience and allow Cheesecake Rewards members to make reservations, track rewards, and access exclusive offers. The free nationwide loyalty program also includes birthday cheesecake rewards, personalized promotions, and DoorDash delivery perks.<h2 class="st-heading-2">CAKE’s Extended Rally</h2>The stock has been on a strong run, heading for its seventh weekly gain in the past eight weeks after posting its best monthly performance in June since January 2023.Investor sentiment has also been supported by strong first-quarter results last month. Cheesecake Factory reported earnings of $1.05 per share on $978.8 million in revenue, topping Wall Street estimates of $1.01 per share and $964.5 million in revenue, according to Fiscal.ai. Restaurant margins improved to 17.5%, helping offset a 1.4% decline in foot traffic.<h2 class="st-heading-2">Street Sentiment On CAKE</h2>Wall Street’s sentiment remains mixed on <a href="https://stocktwits.com/symbol/CAKE">CAKE</a>, with six ‘Buy’, 11 ‘Hold’, and 2 ‘Sell’ ratings, according to Koyfin. The share price has already surpassed the consensus 12-month price target of $68.40.Despite the recent rally, retail sentiment surrounding CAKE on Stocktwits remained in the ‘bearish’ zone over the past 24 hours.The stock has gained over 55% so far in 2026.For updates and corrections, email newsroom[at]stocktwits[dot]com

Blueberry Pancakes photographed for Food in Washington, DC on January 27, 2025. (Photo by Scott Suchman for The Washington Post via Getty Images; food styling by Lisa Cherkasky for The Washington Post via Getty Images)

CAKE Stock Hits Record High Today – Citi Bets On Rewards Program, App Momentum To Restore Positive Traffic

Shares of The Cheesecake Factory (CAKE) climbed about 5% to a fresh record high on Friday, after Citi raised its price target on the stock and indicated growing confidence that its loyalty program and mobile app could help drive customer traffic back.

Citi raised its price target on Cheesecake Factory to $90 from $76 and kept a ‘Buy’ rating, according to The Fly.


<ul class="summary-bullets"><li>HC Wainwright said Forte's positive Phase 1b results provide broader validation for therapies targeting the CD122 pathway, a mechanism shared by both companies' investigational treatments.</li><li>The CD122 pathway plays a key role in regulating immune system activity, making it a target for therapies to treat autoimmune diseases.</li><li>HC Wainwright described Forte’s results as a "constructive read-through" for First Tracks ahead of topline data from its Phase 1b celiac disease trial.</li></ul>Shares of First Tracks Biotherapeutics Inc. (TRAX) hit an all-time high on Friday, after analysts cited positive clinical results from competitor Forte Biosciences Inc. (FBRX) as supportive of the broader drug class targeted by both companies.According to TheFly, HC Wainwright raised its price target on First Tracks to $44 from $30 while maintaining a ‘Buy’ rating. The new price target implies an upside potential of 22% from current levels.<a href="https://stocktwits.com/symbol/TRAX">First Tracks shares</a> were up nearly 13% in Friday’s opening trade, while&nbsp;<a href="https://stocktwits.com/symbol/FBRX">Forte Biosciences</a> shares were up more than 20%.<h2 class="st-heading-2">Why FBRX’s Results Matter For TRAX</h2>HC Wainwright said Forte's positive Phase 1b results provide broader validation for therapies targeting the CD122 pathway, a mechanism shared by both companies' investigational treatments.The CD122 pathway plays a key role in regulating immune system activity, making it a target for therapies to treat autoimmune diseases.While First Tracks is not currently evaluating its lead candidate, ANB033, in vitiligo, the brokerage said the encouraging data from Forte's FB102 trial provides additional validation for the CD122 drug class.The firm described Forte’s results as a "constructive read-through" for First Tracks ahead of topline data from its Phase 1b celiac disease trial, which is expected in the fourth quarter (Q4).HC Wainwright also noted that First Tracks' management has indicated a plan to initiate additional clinical trials of ANB033.The firm said Forte's positive Phase 1b results provide broader validation for therapies targeting the CD122 pathway, a mechanism shared by both companies' investigational treatments.<h2 class="st-heading-2">FBRX’s Phase 1b Trial Of FB102</h2>Forte Biosciences on Thursday&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fbrx-stock-on-track-for-biggest-single-day-gains-in-20-months-what-s-behind-the-super-rally/cZmYPwUR7nZ">reported</a> positive topline results from its Phase 1b trial of FB102 in patients with non-segmental vitiligo.The company said FB102 met the study's primary endpoint, demonstrating a statistically significant improvement in facial vitiligo severity at Week 24 compared with placebo.Forte said FB102-treated patients achieved a 29.6% mean improvement in facial vitiligo severity from baseline at Week 24. Among participants with greater disease involvement, the therapy delivered a 43.2% mean improvement from baseline.Forte also reported that patients treated with FB102 continued to show improvement after completing the 12-week treatment period, while the therapy maintained a favorable safety profile.<h2 class="st-heading-2">What Retail Traders Think Of TRAX Stock</h2>Retail sentiment on Stocktwits around First Tracks trended in ‘bullish’ territory at the time of writing.<a href="https://stocktwits.com/symbol/TRAX">TRAX stock</a> is up 84% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/FBRX">FBRX stock</a> is up 62%. The State Street SPDR S&amp;P Biotech ETF (XBI) is up 78% over the past 12 months, while the iShares Russell 2000 Growth ETF (IWO) is up 31%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-us-continue-talks-iran-conveyed-ceasefire-is-over/cZmr7VPR78B">Trump Says US Will Continue Talks With Iran — But United States Has Conveyed 'In No Uncertain Terms, That The Cease Fire Is Over'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Shares of Interactive Strength Inc. rose on Friday (Representative image: Getty Images)

TRAX Stock Hits All-Time High — What's Driving The Super Rally?

Shares of First Tracks Biotherapeutics Inc. (TRAX) hit an all-time high on Friday, after analysts cited positive clinical results from competitor Forte Biosciences Inc. (FBRX) as supportive of the broader drug class targeted by both companies.

According to TheFly, HC Wainwright raised its price target on First Tracks to $44 from $30 while maintaining a ‘Buy’ rating.


<ul class="summary-bullets"><li>The approval allows the company to begin construction work necessary to convert its Northern Pipeline, which it purchased back in 2020.</li><li>Cadiz said it will source water from the Mojave Groundwater Bank, a new water-supply and groundwater-storage project.</li><li>The federal permit has been secured for a 50-year term.</li></ul>Shares of Cadiz Inc. (CDZI) surged on Friday after the company received approval to convert a natural gas pipeline to transport water&nbsp;on BLM-managed lands.At the time of writing, CDZI stock was up more than 15%.<h2 class="st-heading-2">Cadiz Gets Federal Approval For Pipeline Conversion</h2>The company said the U.S. Bureau of Land Management (BLM) approved the right-of-way grant, which allows it to begin construction work necessary to convert its Northern Pipeline. Cadiz had purchased the buried 220-mile steel pipeline from El Paso Natural Gas in 2020.Cadiz said it will source water from the Mojave Groundwater Bank and move it through the pipeline to High Desert and Inland Empire communities in California's San Bernardino County.<h2 class="st-heading-2">What Does Cadiz Do?</h2>Cadiz is a water solutions company developing the Mojave Groundwater Bank, a new water supply and groundwater storage project in partnership with Lytton Rancheria of California, a federally recognized Native American Tribe.The company owns about 45,000 acres of land, including the Cadiz Ranch, which is estimated to hold between 30 and 50 million acre-feet of high-quality groundwater.<h2 class="st-heading-2">Why Does The Approval Matter For Cadiz</h2>The approval comes as a breakthrough for the company, which has been trying for many years to convince the government to grant it access to groundwater to supply drought-stricken areas in California, but has faced hurdles from activists and Native American tribal leaders who argue that such a move would deplete the natural resource and be detrimental to the environment,&nbsp;according to a report by the Los Angeles Times."After many years of planning and environmental review, the project is now ready to begin the construction stage," said CEO Susan Kennedy. "With long-term offtake agreements and construction contracts in place, this federal permit marks a key milestone as we finalize project financing with prospective investors."The federal permit has been secured for a 50-year term, the company said.On Stocktwits, retail sentiment toward CDZI stock turned ‘bullish’ from ‘bearish’ over the last 24 hours. <a href="https://stocktwits.com/symbol/CDZI">CDZI shares</a> have climbed roughly 50% over the past 12 months, outperforming the S&amp;P 500.For updates and corrections, email newsroom[at]stocktwits[dot]com

Rising stock market chart on a trading board background. (Source: Getty Images)

Why Is CDZI Stock Rising Today? 

Shares of Cadiz Inc. (CDZI) surged on Friday after the company received approval to convert a natural gas pipeline to transport water&nbsp;on BLM-managed lands.

Cadiz received federal approval to convert a natural gas pipeline into a water pipeline.


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PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is currently trending due to intense community debate regarding its ongoing share buyback program, persistent undervaluation, and vocal criticism of leadership regarding stagnant performance. Traders are actively monitoring potential breakout technicals and consolidation rumors, while expressing frustration over price action that often decouples from broader market indices.

Forte Biosciences, Inc. is a biopharmaceutical company, which engages in the provision of dermatology products and services. Its lead product includes FB-401, which is a live biotherapeutic for the treatment of inflammatory skin disease, including pediatric and adult patients with atopic dermatitis. The company was founded by Paul A. Wagner on May 3, 2017 and is headquartered in Dallas, TX.

Forte Biosciences Inc

Forte Biosciences is trending as investors digest news of an oversubscribed $53 million private placement intended to fund clinical development, triggering significant volatility and high-volume price swings. Community discourse is sharply divided between bulls focused on the institutional backing and potential clinical catalysts, and skeptics emphasizing risks related to dilution, historical reverse splits, and the speculative nature of the biotech's pipeline.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending as investors debate the company's shift toward agentic AI orchestration, with the community deeply divided between those highlighting massive short interest as a potential squeeze catalyst and skeptics frustrated by persistent price stagnation. Bulls are actively pointing to GAAP profitability and a cash-rich balance sheet as strong defensive indicators, while high trading volume and ongoing share buyback programs keep speculation high regarding future institutional moves.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Investors are actively debating whether the recent launch of Webull's AI-powered portfolio advisor and new institutional platform will drive a long-awaited breakout above persistent resistance levels. While some traders view the stock as a discounted long-term play similar to other brokerage platforms, many community members remain frustrated by the stock's tendency to trade sideways or erase gains due to what they perceive as heavy institutional and market maker manipulation.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is seeing intense trading activity following the sudden appointment of a new CEO, Alisa Bowen, who joins from a leadership role at Disney+. While some investors are optimistic that her media industry expertise will drive operational improvements and potential strategic revaluation, others remain skeptical, pointing to the company's long-term performance struggles and continued pressure from short interest.

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

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is surging following reports that it is developing proprietary AI chips to double its compute capacity, fueling optimism about long-term infrastructure efficiency and reduced dependence on external suppliers. The community is actively debating the sustainability of this rally, with bulls highlighting the stock's massive user base as a monetization engine, while bears express skepticism regarding high capital expenditures and regulatory scrutiny.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is trending following the announcement of a deal to acquire a 1,200-acre Texas site, a strategic move intended to double the company's potential power capacity for high-performance computing and Bitcoin mining. While some community members view this as a crucial step toward an infrastructure-focused business model, others remain skeptical, citing concerns over management's track record, potential future dilution, and the lack of signed tenant contracts.

Alight, Inc. engages in the provision of cloud-based integrated digital human capital and business solutions. The company was founded on June 01, 2017 and is headquartered in Chicago, IL.

Alight Inc. - Ordinary Shares - Class A

Alight Inc. 

Alight Inc. (ALIT) is seeing high trading volume and volatility as investors weigh the company's recent reverse stock split, ongoing institutional interest, and speculation surrounding a potential asset sale to KKR. While some market participants are optimistic about a turnaround driven by debt reduction and recurring revenue, others remain cautious, highlighting the stock's significant long-term decline and potential for further dilution.

Aurora Innovation, Inc. engages in the design and development of automobile hardware, software, and provision of data services. It offers the Aurora Driver which allows a vehicle to drive itself. The company was founded by Christopher Urmson, Sterling Anderson and James Andrew Bagnell in 2017 and is headquartered in Pittsburgh, PA.

Aurora Innovation Inc - Ordinary Shares - Class A

Aurora Innovation is trending as the community closely monitors the company's progress toward removing the safety observer from its autonomous trucks. Investors are actively discussing positive developments with partners like FedEx and Volvo, leading to heightened expectations for an upcoming catalyst that many believe could drive the stock significantly higher.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is facing intense downward pressure driven by a combination of sector-wide rotation out of space stocks, ongoing share dilution from an ATM equity offering, and aggressive short interest. While the community remains polarized between those viewing current levels as an oversold buying opportunity with long-term potential and those fearing further capitulation toward lower support levels, conversation remains heavily focused on the stock's recent volatility and its disconnect from recent NASA contract wins.

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