<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

Equity

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

Cryptocurrency

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.


<ul class="summary-bullets"><li>According to 10x Research, Bitcoin's decentralized network ultimately depends on physical constraints including power, heat, connectivity, and jurisdiction.</li><li>It stated that SpaceX provides the launch infrastructure while Starlink delivers the connectivity layer that supports an increasingly decentralized digital economy.</li><li>The report described Bitcoin, SpaceX, and Starlink as complementary pieces of a broader infrastructure stack rather than unrelated investments.</li></ul>Bitcoin (BTC), SpaceX (SPCX), and Starlink are part of the same infrastructure buildout, with “physics,” and not monetary policy, at the center of the thesis, according to 10x Research.In a note to investors on Friday, the firm argued that while Bitcoin is often viewed as a hedge against currency debasement, decentralized money ultimately depends on physical infrastructure. Mining, data transmission and network resilience all require power, cooling, connectivity and favorable jurisdictions.That is where SpaceX and Starlink enter the thesis, the firm said. SpaceX builds the launch and space infrastructure, while Starlink provides internet connectivity through satellites and decreases the dependency on expensive and potentially censored land-based connections.“Every one of them disappears in orbit,” 10x Research wrote, citing that’s where the connection between the three assets emerges. The analyst firm called it a "deliberate infrastructure buildout."<h2 class="st-heading-2">10x Research Connects Bitcoin, SpaceX and Starlink</h2>According to the firm, each asset serves a different layer of the same digital infrastructure. Bitcoin represents decentralized value transfer. Starlink represents distributed connectivity. SpaceX represents the physical layer making that connectivity possible.&nbsp;Taken together, the three form what 10x Research sees as a broader technology stack supporting a more decentralized digital economy.<h2 class="st-heading-2">Bitcoin Competes With State-Controlled Digital Systems</h2>The firm drew another parallel, noting that Bitcoin is the opposite of the digital yuan created by China. The former is open, permissionless, and anti-censorship. Meanwhile, the latter is a state-controlled monetary system, which gives authorities additional visibility and power.It extended the same analogy to artificial intelligence and surveillance. 10x Research stated that cryptography, satellites, and AI are two sides of the coin. On the one hand, they help decentralize power. On the other hand, they can consolidate it. The outcome of the process will depend on which of the sides creates the better infrastructure stack and reaches more people.In one of its earlier notes, 10x Research had stated that Palantir (PLTR) was a part of the same thesis. "Bitcoin, SpaceX, Palantir. Three assets. One war," 10x Research&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/spacex-palantir-bitcoin-are-pricing-the-same-war-from-different-sides/cZXuFmIReZY">wrote</a>, adding that each asset represents one of the layers in the global war over the state power.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> rose 1.6% in the last 24 hours, struggling to hold above $64,000. Retail sentiment on Stocktwits around the apex cryptocurrency trended in ‘bullish’ territory over the past day. Chatter remained at ‘normal’ levels.&nbsp;Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/SPCX">SPCX stock</a> fell over 2% in midday trade, with retail sentiment trending in ‘bearish’ territory over the past day and chatter at ‘extremely low’ levels.&nbsp;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

An illustrative stock chart and representation of Bitcoin are seen in this multiple exposure illustration photo taken in Krakow, Poland March 21, 2023. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

What Do Bitcoin, SpaceX, And Starlink Have In Common? 10x Research Points To ‘Physics’

Bitcoin (BTC), SpaceX (SPCX), and Starlink are part of the same infrastructure buildout, with “physics,” and not monetary policy, at the center of the thesis, according to 10x Research.

In a note to investors, 10x Research stated that Bitcoin, SpaceX and Starlink are part of the same long-term infrastructure buildout rather than separate investment themes.

<ul class="summary-bullets"><li>Negotiators from Qatar have reportedly traveled to Iran to bring the talks with the U.S. back on track after this week’s hostilities, according to a report by CNN.</li><li>The report added that the U.S. military conducted strikes and then paused to prevent an escalation in hostilities and to give diplomacy a chance to reduce tensions between the two countries.</li><li>The Trump administration does not want Israel to get involved in the strikes against Iran over concerns that it could lose control of the war.</li></ul>President Donald Trump on Friday announced that the U.S. has agreed to continue its talks with Iran following a request from the country, but reiterated that the ceasefire is over with Tehran.“The Islamic Republic of Iran has asked us to continue ‘talks.’ We have agreed to do so, but the United States has stated to them, in no uncertain terms, that the Cease Fire is over!” he said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116896167446779964">post</a> on Truth Social.<figure class="image"><img src="https://news.stocktwits-cdn.com/Trump_post_jpg_c4f322291c.webp" alt="President Donald Trump's post on Truth Social" width="578" height="229"><figcaption>President Donald Trump's post on Truth Social | @realDonaldTrump/Truth Social</figcaption></figure>Trump’s latest comment comes after multiple U.S. strikes on Iranian sites this week, after Iran struck vessels in the Strait of Hormuz.<h2 class="st-heading-2">Qatari Negotiators Try To Bring US-Iran Talks Back On Track, Says Report</h2>Negotiators from Qatar have reportedly traveled to Iran to bring the talks with the U.S. back on track after this week’s hostilities, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnn.com/2026/07/10/world/live-news/iran-war-trump?post-id=cmrexqb9o000r3b6v6h575j7d">report</a> by CNN.The report added that the U.S. military conducted strikes and then paused to prevent an escalation in hostilities and to give diplomacy a chance to reduce tensions between the two countries.Per another CNN&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnn.com/2026/07/10/world/live-news/iran-war-trump?post-id=cmrewgylz00003b6vg2grpvvt">report</a>, the Trump administration does not want Israel to get involved in the strikes against Iran over concerns that it could lose control of the war.“The IDF is on high alert and prepared to resume the campaign, regain air superiority, and carry out an independent Israeli strike against Iran to eliminate threats — even for a third time,” said Israel’s defense minister, Israel Katz, on Thursday.<h2 class="st-heading-2">Crude Oil Prices Edge Lower</h2>Meanwhile, crude oil prices edged lower on Friday. U.S. West Texas Intermediate (WTI) futures expiring in August were down 1.15%, hovering around $71.25 per barrel. Brent crude futures expiring in September were down 0.72%, hovering around $75.75 a barrel.The United States Oil Fund ETF (USO) and the ProShares Ultra Bloomberg Crude Oil ETF (UCO) declined about 1%.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, rose 0.2%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) edged up by 0.12%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) gained 0.27%. 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/skhy-sk-chairman-chey-tae-won-yes-expanding-investment-us-conditions/cZmr7EtR784">SKHY Listing Day: SK Group Chairman Says 'Yes' To Potentially Expanding Chip Making Investment In US — But He Has Conditions</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump speaks to members of the press aboard the new Air Force One on July 8, 2026 after leaving the United Kingdom. (Photo by Win McNamee/Getty Images)

Trump Says US Will Continue Talks With Iran — But United States Has Conveyed 'In No Uncertain Terms, That The Cease Fire Is Over'

President Donald Trump on Friday announced that the U.S. has agreed to continue its talks with Iran following a request from the country, but reiterated that the ceasefire is over with Tehran.

Trump’s comment follows multiple U.S. strikes on Iranian sites this week after Iran struck vessels in the Strait of Hormuz.

<ul class="summary-bullets"><li>Tae-won added that if his team finds the right location in the U.S. to build these facilities, SK Hynix would proceed with the necessary investments.</li><li>He expects SK Hynix to make “at least” tens of billions of dollars worth of investments on the AI side.</li><li>Tae-won added that he is looking at larger investments in AI, data centers, related technologies, and startups.</li></ul>SK Group Chairman Chey Tae-won on Friday said “yes” to potentially expanding the company’s chip-making investment in the U.S. ahead of SK Hynix Inc.’s (SKHY) Nasdaq debut.During an interview with CNBC, Tae-won said that his team is in the U.S. to study whether it is possible to meet the requirements for building memory fabrication facilities.“It’s not easy to build memory fabs. We need the power, clean waters, land, and the workforce and the ecosystem for the supply chain,” he said.<h2 class="st-heading-2">Tae-won Says ‘We’ll Do It’ If SKHY Finds The Right Place In US</h2>Tae-won added that if his team finds the right location in the U.S. to build these facilities, SK Hynix would proceed with the necessary investments. “I’m trying to find the right place, and if we find the right place in the U.S., then we’ll do it,” he added.Tae-won said that he expects the company to make “at least” tens of billions of dollars in investments on the AI side, while adding that he is looking at larger investments in AI, data centers, related technologies, and startups.“I’m expecting a huge investment sooner or later,” he said.<h2 class="st-heading-2">Tae-won Reiterates There Is A Memory Supply Crunch</h2>Tae-won reiterated that there is a memory supply crunch right now and added that SK Hynix will tailor its pricing strategies based on customer requests.“We actually try to focus on sustainability for our customers. Different customers want different sets of rules. Somebody wants to open up the price, somebody wants to secure the price,” he said, while adding that this also varies based on products.He also downplayed concerns about rising competition in the high-bandwidth memory space, stating that there is an “enormous” shortage of chips due to soaring demand for AI use cases.<h2 class="st-heading-2">SKHY Debuts At $170 Per ADR</h2>SK Hynix debuted on Nasdaq at $170 per American&nbsp;Depositary Receipt (ADR) after pricing its U.S. offering at $149 per ADR, raising $26.5 billion in the process. “It’s a kind of dream, and now it’s a dream come true,” Tae-won said, speaking about the Nasdaq debut.SK Hynix said it plans to use the proceeds from the offering to build new production facilities in South Korea and acquire extreme ultraviolet (EUV) lithography scanners, a critical technology used to manufacture advanced semiconductors.The Roundhill Memory ETF (DRAM) is up 133% over the past 12 months, while the iShares Semiconductor ETF (SOXX) is up 134%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/msft-stock-price-target-cut-argus-reiterates-bullish-outlook-ai/cZmr4OWR78T">MSFT Stock Gets A Price Target Cut, But Argus Still Sees Nearly 32% Upside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of Korean semiconductor company SK Hynix Inc. is displayed on a smartphone. (Photo Illustration by Timon Schneider/SOPA Images/LightRocket via Getty Images)

SKHY Listing Day: SK Group Chairman Says 'Yes' To Potentially Expanding Chip Making Investment In US — But He Has Conditions

SK Group Chairman Chey Tae-won on Friday said “yes” to potentially expanding the company’s chip-making investment in the U.S. ahead of SK Hynix Inc.’s (SKHY) Nasdaq debut.

During an interview with CNBC, Tae-won said that his team is in the U.S. to study whether it is possible to meet the requirements for building memory fabrication facilities.


SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Julong Holding Ltd. engages in the business of investment holding activities. It provides intelligent integrated solutions to public utilities, enterprises, commercial, and multifamily properties. The company was founded by Jia Qi Hu on August 07, 2023 and is headquartered in Beijing, China.

Julong Holding Ltd. - Ordinary Shares - Class A

Julong Holding Ltd. is experiencing extreme volatility and intense retail attention, with traders aggressively discussing its status as a high-momentum China-based play featuring a small float. The community is sharply divided between bulls anticipating a parabolic short squeeze and bears warning of a potential liquidity trap or rug pull typical of similar volatile micro-caps.

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 trending as retail investors voice intense frustration over perceived market manipulation, specifically citing stagnant price action and weak performance compared to the broader market. The community is actively debating the stock's deep valuation, aggressive buyback potential, and management's effectiveness, while analysts weigh in with mixed sentiment regarding the company's long-term growth and competitive position.

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 is currently a primary focus for investors as it navigates significant market volatility following a major expansion of its project financing framework with Brookfield, which has surged to $25 billion to support AI data center infrastructure. While the community remains intensely divided, with active debates centered on short-seller allegations regarding scandium supply chains versus strong institutional backing and analyst buy ratings, traders are closely watching how the stock manages support levels and maintains its trajectory as a critical play in the AI power bottleneck narrative.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is currently experiencing a period of intense volatility and trader frustration, with the community actively debating whether the stock is an undervalued AI infrastructure play or a long-term laggard. While investors remain focused on the potential of the Vector ad-tech engine to drive a turnaround, sentiment is split between those building long-term positions and others wary of the ongoing technical downtrend and institutional sell-offs.

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 rallying as traders react to internal reports of aggressive AI infrastructure expansion and the development of custom silicon chips. The community remains deeply divided, with bulls pointing to fundamental AI monetization potential while bears express skepticism over heavy capital expenditures and ongoing regulatory headwinds.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disney is trending as investors weigh the upcoming box office performance of 'Star Wars: The Mandalorian and Grogu' against concerns regarding the company's broader entertainment strategy and linear television exposure. While some market participants are encouraged by potential box office momentum and institutional accumulation, others remain critical of stagnant price action and the ongoing cultural debates surrounding the brand's content direction.

What is the project about? Pepe is a community based meme token surround the iconic meme Pepe the frog. Pepe aims to leverage the power of such an iconic meme to become the most memeable memecoin in existence.   What makes your project unique? Pepe is here to make memecoins great again. Ushering in a new paradigm for memecoins, Pepe represents the memecoin in it's purest simplicity. With zero taxes, liquidity locked forever, and contract immutable, Pepe is for the people, forever. Pepe is about culture, rallying together a community to have fun and enjoy memes, fueled purely by memetic power.   History of your project. Pepe was stealth launched on Friday, April 14th, 2023.   What’s next for your project? Pepe will focus on developing a tight-knit community around the token and building resources to enrich the communities knowledge and success in crypto through a token gated group, newsletter, and more tools.   What can your token be used for? Pepe can be used to speculate on the power of memes, and does not pretend to be anything more.

Pepe

Pepe is currently drawing significant attention as investors speculate on its potential for a rally, with community members actively discussing its role in the broader meme coin landscape. Sentiment remains split between those who view it as a high-potential asset and skeptics who criticize the coin's lack of utility and its frequent overlap with volatile political discourse on social platforms.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is seeing heavy selling pressure following the announcement of a rival stablecoin consortium backed by major financial institutions, which investors fear could erode the company's market share and growth prospects. While some in the community see the pullback as an overreaction that ignores the company's established infrastructure and potential regulatory tailwinds, others are expressing frustration over the stock's lack of support and ongoing insider selling.

Roundhill ETF Trust - Roundhill Memory ETF

The DRAM ETF is attracting intense community attention ahead of the highly anticipated US IPO and Nasdaq debut of its major holding, SK Hynix. Investors are actively debating whether current price volatility is a temporary rebalancing effect as institutions adjust portfolios for the listing or a signal of broader cyclical shifts in the memory sector.

Core Scientific, Inc. engages in the business of operating a purpose-built facility for digital asset mining and provision of blockchain infrastructure, software solutions, and services. It operates under the Mining and Hosting segments. The Mining segment focuses on bitcoin mining for the company's own account. The Hosting segment includes blockchain infrastructure and third-party hosting business. The company was founded by Michael Jeffrey Levitt and Darin Feinstein on December 13, 2017 and is headquartered in Dover, DE.

Core Scientific Inc - Ordinary Shares - New

Core Scientific Inc

Core Scientific is trending as investors monitor its high-stakes pivot from Bitcoin mining into high-performance AI infrastructure, with the community closely tracking potential new hyperscaler partnerships and infrastructure execution. Traders are actively debating the company's valuation versus peers while analyzing technical support levels and recent institutional financing activity.

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