<ul class="summary-bullets"><li>Counterpoint Research said global smartphone shipments fell 6% year over year in the first quarter.</li><li>The shipments were strained by the limited availability of critical memory components, and weakened consumer demand was shaped by geopolitical uncertainty.</li><li>In Q1, Apple captured a 21% market share while expanding shipments by 5% compared to a year earlier.</li></ul>Apple Inc. (AAPL) took the lead in smartphone shipments for the first time ever in the first quarter, even as giants like Samsung and Xiaomi retreated under the weight of a global memory crunch.According to data from Counterpoint Research, the global smartphone industry opened 2026 on a weaker footing, as shipments fell amid supply disruptions and cautious consumer spending.&nbsp;<h2 class="st-heading-2">Apple Takes The Lead</h2>Worldwide smartphone shipments dropped 6% year over year in the first quarter, pressured by shortages of key memory components and a subdued buying environment influenced by geopolitical tensions, the research firm said.Manufacturers grappled with higher memory component costs and uneven demand, leading to adjustments across product lines and launch timelines.&nbsp;However, Apple has climbed to the top global position in Q1, capturing a 21% market share while expanding shipments by 5% compared to a year earlier. Strong demand for its latest iPhone lineup, combined with efficient supply chain management, helped the company navigate component shortages better than competitors, said the firm. Growth in major Asian markets, including China and India, further strengthened its position.<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> inched 0.6% higher in Friday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_10_064912_png_bf51a3096d.webp" alt="AAPL’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Apr.10, 2026 | Source: Stocktwits" width="929" height="101"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Apr.10, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Global Brands Under Pressure</h2>Samsung Electronics Co. slipped to second place with a 20% share after shipments declined 6% from a year earlier.Xiaomi held onto third place but recorded the steepest drop of 13% YoY among leading brands, with shipments falling due to its reliance on budget-conscious consumers. Meanwhile, OPPO and vivo maintained fourth and fifth positions, respectively, with relatively modest declines as they leaned on mid-range and premium segments to stabilize performance.<blockquote>“This decline in shipments is primarily driven by memory players prioritizing AI data centers over consumer electronics, leaving OEMs with compressed margins and forcing them to pass increased Bills of Material (BOM) costs directly to the consumer.”-Shilpi Jain, Senior Analyst, Counterpoint Research&nbsp;</blockquote>Jain added that limited component availability, combined with rising energy and transportation costs and economic unease linked to Middle East tensions, dampened consumer appetite for new devices, driving up interest in refurbished options and putting additional pressure on shipment volumes.AAPL stock has declined by over 4% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/eose-stock-jumped-explosive-revenue-guidance-record-shipments-battery-production/cZJW7hCRIs2">EOSE Stock Jumped 18% Today – Investors Cheer Explosive Revenue Guidance, Record Shipments And Expanding Battery Production</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Consumers are experiencing the iPhone 17 Standard Edition in an Apple smart home store in Shanghai, China on March 24, 2026. 

Apple Outperforms In Tough Q1 Even As Memory Crunch Drags Global Smartphone Shipments

Strong interest in its newest iPhone models, along with efficient supply operations, enabled the company to handle component constraints more effectively than its rivals.

Equity

Strong interest in its newest iPhone models, along with efficient supply operations, enabled the company to handle component constraints more effectively than its rivals.


<ul class="summary-bullets"><li>Coinbase shares saw the steepest price target cut among the three to $355 from $400.&nbsp;</li><li>The price targets for Robinhood’s stock were lowered to $155 from $180, and for Galaxy Digital’s stock to $55 from $60.&nbsp;</li><li>Citizens said crypto sentiment remains “impaired” in the near term due to weaker activity, with institutional trading as the “clearest bright spot” in the first quarter.</li></ul>Shares of Robinhood Markets (HOOD), Coinbase Global (COIN), and Galaxy Digital (GLXY) edged lower in pre-market trade on Friday after Citizens lowered its price target on the three equities, citing “impaired” crypto sentiment in the near-term.According to a note to investors cited by TheFly, Coinbase shares saw the steepest price target cut among the three to $355 from $400. Citizens also lowered its price target on Robinhood’s stock to $155 from $180 and on Galaxy Digital’s stock to $55 from $60. It maintained an ‘Outperform’ rating on all three. The revisions were part of the firm’s broader first-quarter (Q1) earnings preview.<h2 class="st-heading-2">Crypto Sentiment Remains Under Pressure</h2>Citizens said the market is placing too much emphasis on the current slowdown and is disregarding medium-term policy and business catalysts. The resulting volatility is the “central challenge” across the capital markets and fintech sector, the firm noted.It stated that capital market conditions "were better in pockets than in breadth," with institutional trading the "clearest bright spot” in the quarter.&nbsp;<h2 class="st-heading-2">What Are Retail Traders Saying?</h2><a href="https://stocktwits.com/symbol/COIN">COIN’s stock</a> edged 0.5% lower in premarket trade, while the broader equity and cryptocurrency markets traded flat. Retail sentiment around the company on Stocktwits trended in ‘bearish’ territory over the past day, accompanied by chatter at ‘normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_10_065054_png_618eef2908.webp" alt="Screenshot 2026-04-10 065054.png" width="1361" height="120"><figcaption>COIN retail sentiment and message volume on April 10 as of 6:35 a.m. ET | Source: Stocktwits</figcaption></figure>While Robinhood and Galaxy Digital’s shares also moved lower in pre-market trade, retail sentiment around the two crypto-linked equities on Stocktwits fared better.<a href="https://stocktwits.com/symbol/HOOD">HOOD’s stock</a> moved 0.6% lower in premarket trade and saw retail sentiment improve to ‘bullish’ from ‘neutral’ territory over the past day. Chatter increased to ‘high’ from ‘normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_10_065039_png_ce0880753d.webp" alt="Screenshot 2026-04-10 065039.png" width="1341" height="142"><figcaption>HOOD retail sentiment and message volume on April 10 as of 6:35 a.m. ET | Source: Stocktwits</figcaption></figure>Some users on the platform expressed frustration with the fact that Robinhood’s stock has been moving more in line with Bitcoin (BTC) rather than the equities market.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> edged 0.5% higher in the last 24 hours, holding above the $71,000 mark.<stembedurl>https://www.stocktwits.com/ColonelSlanders/message/649912338</stembedurl>Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/GLXY">GLXY’s stock</a> dipped 0.24% in pre-market trade, on track to break its 5-day winning streak. Retail sentiment on Stocktwits jumped to ‘extremely bullish’ from ‘neutral’ territory, accompanied by chatter at ‘high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_10_065025_png_d95ef12f89.webp" alt="Screenshot 2026-04-10 065025.png" width="1355" height="136"><figcaption>GLXY retail sentiment and message volume on April 10 as of 6:35 a.m. ET | Source: Stocktwits</figcaption></figure>Commentary from retail traders on the platform pointed to its new collaboration with BlackRock and the development of the Helios data center campus as the source of optimism. Galaxy Digital&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.galaxy.com/newsroom/galaxy-powers-staking-infrastructure-for-ethb">announced</a> on Thursday that it had been selected by BlackRock as one of the approved validators powering staking for the firm’s new&nbsp;<a href="https://stocktwits.com/symbol/ETHB">iShares Staked Ethereum Trust ETF (ETHB)</a>.&nbsp;The company also released its&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/0001859392/000185939226000041/glxy2025arsfinal.pdf">annual report</a> on Thursday, highlighting gains from its Helios data center campus. CEO Mike Novogratz said the company’s longer-term goal is to build a multi-billion-dollar portfolio of digital infrastructure assets diversified across regions, tenants, and technologies.&nbsp;<stembedurl>https://www.stocktwits.com/Dutchman88/message/649887658</stembedurl>GLXY’s stock has fallen more than 7% year-to-date, while HOOD’s stock is down nearly 40% and COIN’s stock has dipped over 26%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/arthur-hayes-dismisses-iran-hormuz-crypto-toll-says-irgc-might-be-trolling/cZJWBf5RIsP">Arthur Hayes Dismisses Iran’s Hormuz Crypto Toll, Says IRGC Might Be 'Trolling' Global Financial System</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representative image of Bitcoin with stock market data. (Source: Andriy Onufriyenko/Getty Images)

HOOD, COIN, GLXY Price Targets Slashed Ahead Of Q1 Earnings – What’s Behind The ‘Impaired’ Crypto Sentiment?

While retail sentiment on Stocktwits remained in ‘bearish’ territory for Coinbase, sentiment around Galaxy Digital jumped to ‘extremely bullish’ from the ‘neutral’ zone.

Is Crypto Fatigue Setting In? Wall Street Cuts Targets On HOOD, COIN, GLXY

Cryptocurrency

The 2025 Lucid Gravity electric sports utility vehicle (SUV) is displayed during the 2023 Los Angeles Auto Show at the Los Angeles Convention Center. (Photo by Josh Lefkowitz/Getty Images)

Lucid Stock On Track To Hit Worst Day In A Year As Recall Adds To Delivery Woes

The new safety recall adds to a tough year marked by weak deliveries and multiple quality-related issues

The new safety recall adds to a tough year marked by weak deliveries and multiple quality-related issues.

<ul class="summary-bullets"><li>iSpecimen shares soared more than 69% in Friday’s pre-market session after the company announced a streamlined shipping model that reduces the transit times for biospecimen shipments by up to 85%.</li><li>Wellgistics shares soared nearly 45% pre-market on Friday after the company announced that it had terminated a share settlement agreement with Silverback Capital.</li><li>Erayak Power shares surged 34% pre-market after the company raised $400,000 from the sale of shares of its common stock to investors.</li></ul>U.S. equities edged lower in Friday’s pre-market trade as investors exercised caution amid lingering tensions due to a fragile ceasefire between the United States and Iran.President Donald Trump criticized Iran late night on Thursday for reportedly collecting toll from tankers trying to pass through the Strait of Hormuz, while adding that the country is doing a “very poor job” of allowing the flow of vessels through the waterway.“There are reports that Iran is charging fees to tankers going through the Hormuz Strait — They better not be and, if they are, they better stop now!” President Trump said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116376791555549648">post</a> on Truth Social.<figure class="image"><img src="https://news.stocktwits-cdn.com/Trump_post_jpg_6724b39ad4.webp" alt="President Donald Trump's post on Truth Social" width="570" height="194"><figcaption>President Donald Trump's post on Truth Social | @realDonaldTrump/Truth Social</figcaption></figure>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, was down 0.01%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) fell 0.02%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) declined 0.04%. Retail sentiment on Stocktwits regarding the S&amp;P 500 ETF was in the ‘extremely bearish’ territory.<h2 class="st-heading-2">Here are the top stocks making the biggest moves in Friday’s pre-market trade:</h2><a href="https://stocktwits.com/symbol/ISPC">iSpecimen Inc. (ISPC)</a>iSpecimen shares soared more than 69% in Friday’s pre-market session after the company announced a streamlined shipping model that reduces the transit times for biospecimen shipments by up to 85%.<a href="https://stocktwits.com/symbol/ISPC">ISPC stock</a> is down 50% year-to-date.<a href="https://stocktwits.com/symbol/WGRX">Wellgistics Health Inc. (WGRX)</a>Wellgistics shares soared nearly 45% pre-market on Friday after the company announced that it had terminated a share settlement agreement with Silverback Capital. Prior to the termination, Wellgistics had issued 6.8 million shares to Silverback.<a href="https://stocktwits.com/symbol/WGRX">WGRX stock</a> is down 74% year-to-date.<a href="https://stocktwits.com/symbol/RAYA">Erayak Power Solution Group Inc. (RAYA)</a>Erayak Power shares surged 34% pre-market after the company raised $400,000 from the sale of shares of its common stock to investors.<a href="https://stocktwits.com/symbol/RAYA">RAYA stock</a> is down 88% year-to-date.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-stub-stock-sink-to-all-time-low-today/cZJWOLcRIsJ">STUB Stock Sinks To All-Time Low After FTC Reportedly Sues StubHub Over Alleged Deceptive Ticket Pricing Practices</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

On Monday, Deutsche Bank said CAR’s downgrade to ‘Hold’ from ‘Buy' is "purely fundamental in nature"

Top Pre-Market Gainers Today — ISPC, WGRX, RAYA Among Stocks That Are Soaring Before The Bell

President Donald Trump criticized Iran late night on Thursday for reportedly collecting toll from tankers trying to pass through the Strait of Hormuz.

<ul class="summary-bullets"><li>TSMC shares gained 2% in Friday’s premarket session.</li><li>Results signal that the Taiwanese giant is benefiting from sustained demand for advanced semiconductors, despite concerns from supply-chain disruption from the Middle East conflict.</li><li>Stocktwits sentiment for TSMC improves to ‘neutral.’</li></ul>Taiwan Semiconductor Manufacturing Co.’s shares jumped 2% in early premarket trading on Friday, after the chip-maker's quarterly results.Revenue in the March quarter surged 35% to 1.13 trillion new Taiwan dollars ($35.6 billion), exceeding analyst forecasts of 1.12 trillion new Taiwan dollars from LSEG/Reuters.TSMC produces chips for Nvidia, Apple, and nearly all major U.S. semiconductor firms, with data center chips becoming a major component of its overall business in recent years.Results signal that the Taiwanese giant is benefiting from sustained demand for advanced semiconductors, even as concerns persist about supply chain disruptions from the Middle East conflict and weakness in the smartphones and PC markets.CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/04/10/tsmc-q1-record-revenue-ai-chip-demand-strong.html">reported</a> SemiAnalysis Sravan Kundojjala as saying that TSMC hikes prices for its most advanced manufacturing, which is a “big factor” behind the first-quarter sales beat.TMSC will report first-quarter earnings on April 16 along with an updated outlook for the current quarter and full year.On Stocktwits, retail sentiment for TSMC shifted to ‘neutral’ from ‘bearish.’ “TSM Great monthly numbers. Story very much still intact,”&nbsp;<a href="https://stocktwits.com/PanicSeller8/message/649912132">said</a> a user.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_10_at_3_07_49_PM_png_7488b55bfe.webp" alt="Screenshot 2026-04-10 at 3.07.49 PM.png" width="1222" height="150"><figcaption>TSM sentiment and message volume as of April 10 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/TSM">TMSC shares</a> have largely traded within a range most of last month before shooting earlier this week after the U.S. and Iran announced a temporary ceasefire. The stock is up by over 20% year to date.Investors will now be watching ASML's quarterly results next week. According to analysts' estimates from Koyfin, the Dutch chip-making machine maker’s revenue would increase 12% to $10.1 billion, while adjusted profit would increase 11% to $7.77 per share.For updates and corrections, email newsroom[at]stocktwits[dot]com.

TSMC sinage outside the company's office in Hsinchu, Taiwan on September 16, 2022. (Photo by Annabelle Chih/Getty Images)

TSMC Jumps Premarket After Chipmaker Posts Another Record Quarter

First-quarter revenue surged 35%, beating analysts' estimates. Quarterly earnings and forecasts will be published next week.

<ul class="summary-bullets"><li>NBIS stock has gained nearly 50% in the last five sessions.</li><li>Analysts, on average, forecast a nearly 20% rise in shares over the next 12 months.</li><li>Stocktwits sentiment for NBIS improved to ‘neutral.’&nbsp;</li></ul>Nebius Group shares dropped 1% in premarket trading on Friday, after the stock rallied 9% the previous day on reports that the neocloud firm was in talks for acquisition.&nbsp;Nvidia-backed Nebius is in talks with Israel-based AI startup AI21 Labs for a potential deal, The Information reported, citing sources, in a move investors view as an ambitious push for growth.Nebius is on a hot streak amid momentum from Nvidia’s $2 billion investment, a $15 billion cloud deal with Meta Platforms, and the announcement of a major AI data center project in Finland.<h2 class="st-heading-2">NBIS Hot Streak</h2>Shares have risen for five days straight, cumulatively gaining nearly 50% until Thursday.&nbsp;Meanwhile, Cantor Fitzgerald initiated coverage of Nebius on Thursday with an ‘Overweight’ rating and a $129 price target, which is about 5% lower than the stock’s last close.The research firm said it sees AI infrastructure as "an attractive place to invest," given the proliferation of AI across nearly every business, sector, and economy. Investors are somewhat agnostic about which AI app or AI model emerges victorious and envision a persistent supply-demand imbalance for the next five-plus years, which will keep cloud pricing strong, it added.<h2 class="st-heading-2">Retail, Analyst View on NBIS</h2>On Stocktwits, the retail sentiment for NBIS improved to ‘neutral’ from ‘bearish’ the previous day, with the ticker drawing heavy buzz Friday morning.“$NBIS remember everyone to keep using Claude daily, even just run empty prompts so Clickhouse usage goes up and dollars go directly to Nebius balance sheet,” a user&nbsp;<a href="https://stocktwits.com/MrBuyHighSellLow/message/649911297">said</a>.Another&nbsp;<a href="https://stocktwits.com/Kornie7/message/649870856">wrote</a>: “NBIS up 47% since the war started and oil price still surging!”Despite the rally, analysts, too, remain bullish. Twelve of the 15 analysts covering the stock recommend ‘Buy’ or higher, two recommend ‘Hold’, and one advises ‘Strong Sell,’ per Koyfin. Their average price target of $162 implies a 19% upside from the stock’s last close.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nebius Group logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

NBIS Stock Wobbles After 50% Rally In 5 Days – But Analysts Still Back AI Infra Plays 

Cantor Fitzgerald initiated NBIS coverage with a ‘Buy’ rating, and said the outlook for cloud services firms is strong for five-plus years. 

<ul class="summary-bullets"><li>Scaramucci said Tesla “is suffering and still carries a valuation that defies conventional metrics.”</li><li>Analysts’ consensus expectations for Tesla’s 2026 free cash flow swung from about $38.8 billion positive in 2022 to negative $5.1 billion currently.</li><li>Scaramucci said he invested in SpaceX and xAI, citing strong conviction in Starlink and the company’s broader satellite infrastructure strategy.</li></ul>Anthony Scaramucci, managing partner and founder of SkyBridge Capital, said the “cult of personality” surrounding Elon Musk continues to inflate Tesla’s valuation, while positioning SpaceX as the long-term bet.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> remains under heavy pressure and is on pace for its worst weekly decline in nearly seven months, extending a streak of eight straight weekly losses. Retail sentiment has also remained in the ‘bearish’ zone on Stocktwits over the past week amid ‘high’ message volumes.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/tsla_ss_png_16715db35a.webp" alt="tsla ss.png" width="969" height="141"><figcaption>TSLA sentiment and message volume as of April 10 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Tesla Valuation Debate Intensifies&nbsp;</h2>“The cult of personality around Elon Musk gives his companies an excessive premium that is off the charts,” Scaramucci said on X, adding that Tesla “is suffering and still carries a valuation that defies conventional metrics.” Tesla is currently trading at 169.9x forward 12-month earnings, nearly 8x the 21.2x multiple for Microsoft.Scaramucci’s remarks come at a time when investors are increasingly questioning Tesla’s valuation in relation to weak near-term expectations for cash generation and vehicle growth. Analysts’ consensus forecasts for Tesla’s 2026 free cash flow have swung from expectations of about $38.8 billion positive in 2022 to negative $5.1 billion currently, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/opinion/articles/2026-04-08/tesla-s-free-cash-flow-collapse-exposes-the-stock-s-surreal-valuation">noted</a>.The disconnect underscores how Tesla’s valuation relies heavily on expectations tied to autonomy, robotics and AI rather than its core EV business.<h2 class="st-heading-2">Why Scaramucci Is Betting On SpaceX Instead</h2>Scaramucci said his investment decision comes amid stronger conviction in&nbsp;<a href="https://stocktwits.com/symbol/SPACEX">SpaceX’s</a> satellite and infrastructure strategy than in Tesla’s current valuation setup. “I own SpaceX. I participated in a private round. I was also an investor in xAI,” he said.He pointed specifically to Starlink, the company’s low-Earth-orbit satellite internet network, as a central driver behind his thesis. “I think Starlink alone is worth a fortune,” he said.He also highlighted SpaceX’s long-term bet to build space-based data centers powered by solar energy. “I believe the idea of orbital data centers — getting energy from the sun, not the electricity grid, beaming it back down to earth via satellite technology is fascinating,” Scaramucci said. “It sounds like science fiction right now. I think it becomes fact,” he said. “And I think he’s better positioned to do it than anyone else on earth.”Scaramucci said his SpaceX investment was shaped by a long-standing regret over not investing in Amazon at its 1997 IPO. “I missed Amazon,” he said, noting that $10,000 invested at the IPO would be worth nearly $20 million today.<h2 class="st-heading-2">Starlink Drives SpaceX Valuation Case</h2>Investor attention around SpaceX has accelerated after reports the company confidentially filed for an initial public offering that could raise as much as $75 billion, potentially making it the largest IPO ever and valuing the company at $1.75 trillion.SpaceX’s reusable rocket launch business and Starlink satellite network together are expected to generate nearly $20 billion in revenue in 2026. The company has also deepened integration across Musk’s broader tech ecosystem after merging with xAI, creating a combined entity valued at $1.25 trillion.<h2 class="st-heading-2">Tesla-SpaceX Deal Speculation Builds</h2>Talks around a potential merger between Tesla and SpaceX have also intensified as financial ties across Musk’s companies deepen. Tesla recently received regulatory clearance to convert a previously announced $2 billion investment in xAI into an indirect stake in SpaceX following the merger between the two entitiesHowever, Gary Black, managing partner at The Future Fund, said a Tesla-SpaceX merger could imply a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-slips-premarket-analyst-warns-spacex-merger-could-erase-750b-value/cZ3md5xRI0G">25% downside</a> for Tesla shareholders under a “lowest-multiple rule,” where combined companies typically trade closer to the weaker valuation profile rather than a blended premium. Black has previously said that, “a Tesla-SpaceX merger is a solution looking for a problem.”For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/repl-vs-iova-fda-decision-day-melanoma/cZJ05Q3RIsC">REPL Vs IOVA: FDA Decision Day Could Test Biotech Bulls’ Conviction On These Melanoma Plays</a>

Anthony Scaramucci speaks at Bitcoin and Women: Empowering The Future One Block at a Time. (Photo by Chance Yeh/Getty Images)

Scaramucci Says Musk’s ‘Cult Of Personality’ Drives Massive Tesla Premium — But He’s Still Betting Big On SpaceX

TSLA is on pace for its worst weekly decline in nearly seven months, extending a streak of eight consecutive weekly losses.

<ul class="summary-bullets"><li>UBS downgraded the stock to ‘neutral’ from ‘buy,’ although Benchmark and BNP Paribas placed a ‘Buy’ rating on NOW just recently.</li><li>There’s a growing debate whether the selloff in SaaS stocks is overdone; key names, including Salesforce, Intuit, and Adobe, trade at multi-year lows.</li><li>Stocktwits sentiment for NOW improved over the week and was ‘extremely bullish’ on Friday.</li></ul>ServiceNow shares fell 1% in Friday’s premarket session, extending a sharp selloff triggered by an analyst downgrade and broader weakness in software stocks amid concerns that Anthropic and other AI firms are eating into software demand.UBS downgraded the stock to ‘Neutral’ from ‘Buy’ and slashed its price target to $100 from $170 on Thursday. The current target implies an 11% upside from the stock’s last close.&nbsp;Anthropic is launching new AI functionality at a rapid pace, which has hammered software-as-a-service (SaaS) stocks, including ServiceNow, over the last few months. In the last two days, Anthropic&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crowdstrike-palo-alto-stocks-surge-anthropic-s-latest-ai-rollout-turns-into-tailwind-for-once/cZJOYFhRIqk">previewed</a> its new AI model, Mythos, with cybersecurity applications, and&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wired.com/story/anthropic-launches-claude-managed-agents/">launched</a> a new product that makes it easier for enterprises to build and deploy AI agents.Meanwhile, ServiceNow&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businesswire.com/news/home/20260409897264/en/ServiceNow-moves-beyond-the-sidecar-AI-era-giving-customers-a-complete-AI-native-experience-across-all-products-and-packages">announced</a> that its entire product portfolio will include AI, data connectivity, workflow execution, security, and governance as standard features rather than separate purchases.<h2 class="st-heading-2">SaaS Selloff Debate</h2>There’s a growing debate about whether the selloff in SaaS stocks is overdone. Earlier this month, Benchmark initiated coverage on ServiceNow with a ‘Buy’ rating, arguing that the company is well-positioned to benefit from the Agentic AI supercycle and its strong leadership under CEO Bill McDermott.Back in February, WedBush was the biggest proponent of the view and added ServiceNow and Salesforce to analyst Dan Ives’ AI 30 list. Investors have been irrationally treating giants like Salesforce and ServiceNow as obsolete, Ives had said at the time. However, their stocks have declined further since then, partly due to market volatility linked to the U.S.-Iran war.<h2 class="st-heading-2">Retail View On NOW Improves</h2>On Stocktwits, the retail sentiment for NOW has climbed this week and was ‘extremely bullish’ on Friday.“It’s hard to find words when the chart only knows how to sink,”&nbsp;<a href="https://stocktwits.com/PhotonicDigger/message/649910348">remarked</a> a trader. “The relentless red has turned optimism into a weary silence. Sometimes, the numbers tell a story of pain that data alone can't capture.”&nbsp;Another&nbsp;<a href="https://stocktwits.com/ChipObserver8/message/649907909">wrote</a>: $NOW Maybe it really is that simple. Revenue keeps growing, and over time, the stock follows… Sometimes investing isn’t complicated: find great businesses, let them grow, and be patient. $NOW shows exactly that.”For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amzn-stock-turns-positive-for-2026-on-aws-momentum-analyst-calls-ceo-jassy-s-shareholder-letter-most-impactful-yet/cZJ0dSnRItb">AMZN Stock Turns Positive For 2026 On AWS Momentum: Analyst Calls CEO Jassy's Shareholder Letter 'Most Impactful’ Yet</a>&nbsp;

In this photo illustration, the logo of ServiceNow, Inc. is displayed on a smartphone screen, with the company's branding visible in the background, on April 20, 2025, in Chongqing, China.

ServiceNow Dips Premarket Amid UBS Cut, Rising AI Pressure From Anthropic

Retail traders, however, remained upbeat for a rebound and advised patience. 

<ul class="summary-bullets"><li>Amazon CEO Andy Jassy said the company is well-positioned for the AI upcycle and revealed $15 billion in ARR from cloud AI services and $20 billion in ARR from its chips business.</li><li>AI is a once-in-a-generation technological shift that will transform nearly every customer experience, Jassy said in his annual shareholder letter.</li><li>Stocktwits sentiment for AMZN flipped to ‘bullish’ from ‘bearish.’</li></ul>Amazon.com, Inc. shares gained their most in over four months on Thursday and turned positive for the year after CEO Andy Jassy released his annual shareholder letter.In the 5,000-word letter, Jassy said Amazon’s cloud unit was clocking $15 billion in revenue annually from AI services, revealing the figure for the first time, and defended the company’s $200 billion in capital expenditure for the year.&nbsp;"We're not investing ... on a hunch," Jassy said. "Of the AWS capex we expect ​to spend in 2026, much of which will be monetized in 2027-2028, we already have customer commitments for a substantial portion of it."&nbsp;Jassy described AI as a once-in-a-generation technological shift that will transform nearly every customer experience and have an impact on industries from shopping and entertainment to healthcare and software development. He highlighted that AI would become cheaper over time due to improvements in chip technology and efficiency.Jassy also disclosed that Amazon’s custom chips business had hit an ⁠annualized revenue run-rate of over $20 billion, doubling from the $10 billion disclosed alongside fourth-quarter results.&nbsp;<h2 class="st-heading-2">AMZN Stock’s Four-Day Streak</h2><a href="https://stocktwits.com/symbol/AMZN">Amazon shares</a> gained 5.6% on Thursday. The stock has gained for four straight days, cumulatively over 13%, and is now up 1.2% for the year.&nbsp;Alphabet is the only other Magnificent Seven stock that is in the green for 2026.<h2 class="st-heading-2">Analyst, Retail View On AMZN</h2>After the letter, William Blair added Amazon to its ‘Conviction list,’ a curated set of its highest-confidence stock picks that the firm believes have the strongest potential to outperform over the long term.Building on a stronger defense of the AI strategy in the 2024 letter, this was Jassy's most impactful letter to date, presenting the clearest defense and incremental proof points to support the business's direction, the research firm said in its investor note. The firm maintained its ‘Overweight’ rating.Currently, 64 of the 68 analysts covering the AMZN recommend ‘Buy’ or higher, and four recommend ‘Hold,’ per Koyfin. Their average price target of $281.27 implies a 20% upside from the stock’s last close.On Stocktwits, the retail sentiment for AMZN flipped to ‘bullish’ from ‘bearish.’For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

The logo and lettering of Amazon can be seen on the facade of Amazon Germany's headquarters in Parkstadt Schwabing in Munich (Bavaria). (Photo by Matthias Balk/picture alliance via Getty Images)

AMZN Stock Turns Positive For 2026 On AWS Momentum: Analyst Calls CEO Jassy's Shareholder Letter 'Most Impactful’ Yet

Shares have gained for four straight days, cumulatively over 13%, and are now up 1.2% for the year.

<ul class="summary-bullets"><li>Analysts estimate about 116% upside for REPL, compared to a 124% upside for IOVA from current levels.</li><li>Amtagvi, already approved for melanoma, helped Iovance generate about $264 million in product revenue in 2025.</li><li>RP1, in combination with Nivolumab, shrank tumors in about one-third of PD-1-failed melanoma patients.</li></ul>Shares of Replimune Group, Inc. (REPL) and Iovance Biotherapeutics, Inc. (IOVA) are back in focus on Friday ahead of an FDA decision on the former's lead immunotherapy candidate RP1, as investors compare a near-term approval catalyst with an already approved melanoma therapy.<a href="https://stocktwits.com/symbol/REPL">REPL stock</a> is on track for its worst weekly decline in nearly seven months after logging its biggest single-session drop in over six months on Wednesday. Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/IOVA">IOVA shares</a> are poised to snap a four-week losing streak after jumping 16% on Thursday, marking their best session in over a month.Koyfin estimates give Iovance the early lead on upside, but today’s RP1 verdict could determine whether Replimune closes the gap in a single catalyst move.<h2 class="st-heading-2">RP1 Decision Looms For Replimune</h2>Replimune’s lead candidate RP1, in combination with Nivolumab, an immunotherapy that helps the immune system attack cancer cells, is under U.S. Food and Drug Administration (FDA) review for patients with advanced melanoma whose disease has progressed after prior PD-1 therapy, with the Prescription Drug User Fee Act (PDUFA) decision due Friday.The company’s commercial readiness activities are already underway to support the launch if approval is granted. Trial results from last year showed that RP1 combined with Nivolumab shrank tumors in about one-third of patients whose melanoma had already stopped responding to standard PD-1 immunotherapy, including complete tumor disappearance in 15% of patients.Consensus estimates tracked by Koyfin place Replimune’s average price target at $12.86, implying a 116% upside from current levels. The stock is covered by seven analysts, with one rating it ‘Strong Buy’, four ‘Buy’, and two ‘Hold’, resulting in an overall consensus rating of ‘Strong Buy’.Several analysts turned bullish after the FDA accepted the BLA resubmission in October. H.C. Wainwright raised its probability of approval to 85% from 50%, while Piper Sandler expects a potential mid-2026 launch. JPMorgan added that the “totality of the RP1 data in the refractory melanoma setting is compelling and warrants approval.”<h2 class="st-heading-2">Amtagvi Gives Iovance Commercial Edge</h2>Unlike Replimune, Iovance already has an approved therapy on the market. The FDA approved Amtagvi in 2024 as the first therapy made from a patient’s own tumor-fighting immune cells for people with advanced melanoma that cannot be removed with surgery or has spread after earlier PD-1 immunotherapy stopped working.The company reported $264 million in total product revenue in 2025, including $220 million from Amtagvi, marking its first full calendar year of launch. The company flagged increasing treatment-center adoption and manufacturing improvements expected to continue this year.Consensus estimates place Iovance’s average analyst price target at $9, representing a 124% upside from the stock’s last close. The stock is covered by 11 analysts, with two rating it ‘Strong Buy’, six ‘Buy’, and three ‘Hold’, supporting a consensus rating of ‘Strong Buy’.Iovance is also expanding its tumor-infiltrating lymphocyte, or TIL, therapy platform into several cancers beyond melanoma. Updated data in February showed that 44% of melanoma patients responded to Amtagvi, while additional trials are underway in non-small-cell lung cancer, sarcoma and frontline melanoma combinations. The FDA has also granted Fast Track designation to Amtagvi in advanced non-small-cell lung cancer.<h2 class="st-heading-2">How Do Retail Traders Feel About REPL, IOVA?</h2>On Stocktwits, retail sentiment for REPL was ‘bearish’ amid ‘extremely high’ message volume, while sentiment toward IOVA was ‘bullish’ amid ‘high’ message volume.One user&nbsp;<a href="https://stocktwits.com/Bob_Whitley/message/649897269">warned</a> that approval appeared unlikely ahead of the decision, saying "Take off the blinders, the stock [REPL] tanked this week on no news, IOVA had a surge, the trial design was basically picked apart at the joints in the last CRL."<stembedurl>https://stocktwits.com/Bob_Whitley/message/649897269</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/RunnersOnly4/message/649889153">said</a>, “Why gamble with REPL when you have a sure thing with IOVA at a lower price?”<stembedurl>https://stocktwits.com/RunnersOnly4/message/649889153</stembedurl>Over the past year, shares of REPL have fallen 19%, while IOVA stock has risen 23%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nio-stock-dips-hk-after-es9-debut-what-went-wrong/cZJ0cCeRIsD">Nio Stock Dips In HK After ES9 Debut: What Went Wrong?</a>

Over the past year, shares of REPL have fallen 19%, while IOVA stock has risen 23%. (Photo credit: Getty Images)

REPL Vs IOVA: FDA Decision Day Could Test Biotech Bulls’ Conviction On These Melanoma Plays

REPL stock is heading for its worst weekly loss in nearly seven months ahead of the FDA decision on RP1.

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ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow (NOW) is experiencing significant downward pressure as market sentiment shifts due to growing concerns about AI-native competitors like Anthropic potentially disrupting traditional software models. While many investors cite the company's strong fundamentals and institutional support as reasons for a generational buying opportunity, others are actively debating whether the software sector faces a systemic threat that justifies a continued re-rating.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is seeing significant momentum driven by a massive $25 billion infrastructure investment in Mississippi and a surge in AWS AI revenue, which has analysts increasingly viewing the company as an AI powerhouse rather than just a retail giant. The community is actively debating the company's long-term leadership potential and the scale of its internal chip business as bullish signals, even as some traders monitor resistance levels and potential volatility amid broader market concerns.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is trending amid intense investor euphoria and a massive short squeeze, with the community actively debating whether the stock's parabolic ascentdriven by aggressive price target hikes and AI infrastructure demandis a sustainable supercycle or a speculative bubble destined for a sharp correction. Traders are locked in a fierce tug-of-war, with bulls pointing to fundamental memory storage needs while bears focus on the stock's extreme year-over-year gains and the potential for a blow-off top.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSM is trending as investors weigh its critical role as the backbone of the global AI hardware supply chain against rising geopolitical tensions and potential resource bottlenecks. The market remains intensely focused on the company's ability to maintain high-capacity production to meet insatiable demand from major tech players, while options activity signals high institutional conviction as participants hedge against broader sector risks.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is seeing intense retail engagement and volatile price action driven by speculative optimism surrounding its role in the silicon photonics and AI hardware supercycle, despite ongoing scrutiny over its current lack of profitability and high valuation. Community sentiment remains deeply polarized between bulls betting on massive future bookings and long-term scaling, and vocal bears warning of a potential pump-and-dump setup, especially as the company continues to utilize at-the-market offerings.

Back in 2011, long before “crypto Twitter”, NFTs, or VC-backed chains existed, users of the BitcoinTalk forum came up with a new currency - not to launch a network, but to make fun of btc.... and so: The first memecoin/memecurrency was born.  On May 23, 2011, a Something Awful poster cracked, “Has anyone called them buttcoins yet?”. It was sophomoric and perfect. Within weeks the gag metastasized into Buttcoin.org, a parody blog that described a “peer to peer butt” economy while cataloging mining fiascos, exchange blowups, and MLM-adjacent “innovations”.

Buttcoin

Buttcoin is gaining attention as a long-standing meme with roots dating back to 2011, now resurfacing as a community-driven project on Solana. Investors are debating its staying power compared to other meme coins, with proponents highlighting its historical lore and the potential for long-term relevance.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group Inc is trending as traders analyze the potential for an FDA approval of RP1 following the agency's acceptance of the company's BLA resubmission, sparking intense debate over whether historical clinical data will satisfy regulatory requirements or result in a second CRL. Investors are actively discussing the stock's significant institutional backing, the high short interest creating squeeze potential, and contrasting perspectives on whether the FDA's recent leadership changes and evolving policy stance will improve the chances of a favorable outcome.

FUST (Fusion token) is the companion token of FUSD - with tokenomics which mirror those of a typical cryptocurrency. FUST can be placed in the FUST Fusion Miner and used to mine free FUSD. FUST has tokenomics which mirror those of a typical cryptocurrency, and allows those Degens who buy into the FUSD philosophy - but who also enjoy the thrill of chasing fast green candles - to make their play within the structure of the FUSD ecosystem and benefit from the best of both worlds; the possibility of a fast ride upwards whilst earning a passive income paid in our appreciating stable token courtesy of their FUST bag.

FUST Token

FUST is gaining momentum as investors highlight its unique ecosystem that allows holders to earn passive rewards in the appreciating FUSD stablecoin. The community is actively discussing the platform's upcoming NFT integration and a large-scale distribution initiative, viewing the project as a functional alternative to traditional stagnant stablecoins.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is currently at the center of a volatile discussion as investors weigh the company's aggressive 30,000-person layoff plan against its massive capital investment into AI infrastructure. While some in the community view these cost-cutting measures as a necessary pivot to fund long-term growth and stay competitive, many traders are expressing significant frustration over persistent downward price pressure and the stock's failure to maintain gains despite positive earnings and massive AI backlog figures.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently experiencing heightened volatility and intense community debate following a now-deleted social media post from investor Michael Burry, who suggested that Anthropic poses a significant competitive threat to the company. While bears are seizing on these comments to question Palantir's valuation and market position, many vocal supporters are dismissing the narrative as market manipulation, pointing to the company's strong fundamentals and the distinct, complementary nature of its AI operating system.

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