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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is rallying as the community intently focuses on whether the company will decline to match a recently deemed superior offer for Warner Bros. Discovery, with many investors hoping this avoids substantial debt and regulatory obstacles, potentially triggering further upside as the crucial decision looms.

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

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending after its latest earnings report revealed record annual revenue, a GAAP profit, and robust 2026 guidance, sparking strong bullish sentiment among investors. The community is actively debating the potential for a short squeeze given high short interest, though some members remain cautious about the company's long-term profitability trajectory.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is sparking intense community debate following its latest earnings report, which featured robust revenue growth and a staggering $66.8 billion backlog but also widening net losses and an EPS miss. Investors are weighing the massive AI infrastructure demand and a new $8.5 billion Meta-backed loan against significant debt, cash burn, and execution challenges, with further clarity anticipated from the earnings call.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Despite reporting blockbuster earnings and raising guidance, NVIDIA's stock is experiencing a notable decline, sparking intense community debate over alleged market manipulation and broader AI valuation concerns, even as many investors view this as a prime buying opportunity.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending as community discussion intensifies around whether NVIDIA's earnings, despite beating estimates, mark a "sell the news" event, potentially signaling a broader market pullback as participants question catalysts for continued upward momentum.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is experiencing significant volatility following guidance that prioritizes user growth and AI innovation over immediate financial gains, alongside a $400M share buyback. This has ignited a fierce debate among investors regarding the company's long-term competitive moat against AI translation tools versus its potential to become an education super-app.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is drawing significant attention as the community eagerly anticipates new hyperscaler lease announcements and key earnings reports from NVIDIA and CoreWeave. Discussions revolve around the stock's high short interest and its strategic position within the booming AI data center infrastructure sector amidst recent market volatility.

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

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is trending as a major strategic shift towards AI and high-performance computing data centers, driven by new partnerships and acquisitions, is generating intense community discussion and speculation about a significant short squeeze, largely overshadowing recent disappointing financial results.

Block, Inc. engages in creating ecosystems for distinct customer audiences. It operates through the Square and Cash App segments. The Square segment provides payment services, software solutions, hardware, and financial services to sellers. The Cash App segment includes the financial tools available to individuals within the mobile Cash App, including peer-to-peer payments, bitcoin and stock investments. It also includes Cash App Card, which is linked to customer stored balances that customers can use to pay for purchases or withdraw funds from an ATM. The company was founded by Jack Patrick Dorsey and James Morgan McKelvey in February 2009 and is headquartered in Oakland, CA.

Block Inc - Ordinary Shares - Class A

Block Inc

Block Inc. is surging after announcing a significant workforce reduction and restructuring towards an "AI-first" strategy, coinciding with strong Q4 results. The market is cheering these aggressive cost-cutting measures, sparking community debate over the ethics of rewarding mass layoffs and their implications for the broader tech sector's efficiency through AI.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance (PSKY) is heavily discussed as Warner Bros. Discovery (WBD) considers its revised, potentially superior takeover bid, prompting community debate over whether PSKY is making a transformative move or incurring excessive debt, and if Netflix will counter-bid or accept a breakup fee.

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Fred Thiel Says MARA Holdings Will Leverage Bitcoin Holdings For 'Financial Flexibility' As Firm Pivots Beyond Pure-Play Mining

MARA Holdings Inc. (NASDAQ:MARA) CEO Fred Thiel said Thursday the company plans to adopt an opportunistic approach, leveraging Bitcoread more...

<ul class="summary-bullets"><li>Wall Street heads into the final session of a volatile February, with tech stocks under renewed pressure.</li><li>Inflation data and tariff policy updates could be the likely catalysts in trade today.</li><li>Netflix has stepped aside from a bid for WBD, paving the way for a potential $111 billion merger with PSKY.&nbsp;</li></ul>U.S. stock futures were lower early Friday as Wall Street prepares to close out a choppy February. Tech stocks have taken a beating this month amidst AI disruption fears, with Nvidia (NVDA) too seeing a selloff after its earnings this week.&nbsp;Investors will also be tracking the Trump administration’s DOJ, which faces a legal deadline on tariff refunds. This comes after the Supreme Court ruling last week, which deemed certain emergency tariffs illegal. Meanwhile, tensions over AI regulation are rising, with Anthropic pushing back against Pentagon demands for unrestricted military AI use.&nbsp;As of 3:00 a.m. ET on Friday, S&amp;P futures fell 0.2%, Dow futures were down 0.4%, and Nasdaq futures were flat with a negative bias, while Russell 2000 futures declined 0.6%.Meanwhile, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, has remained ‘bullish’, while the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq 100 Index, has remained ‘bearish’ amid high message volumes.&nbsp;Trending Stocks To Watch Netflix (NFLX), Warner Bros Discovery (WBD) &amp; Paramount (PSKY):&nbsp;Netflix has officially ceded the WBD deal to Paramount-Skydance. It has also signalled that it will revive its buybacks.&nbsp; Google (GOOGL), Meta Inc (META):&nbsp;Meta has reportedly signed a deal with Google to use their TPU chips to train its AI models. In another development, South Korea has given a ‘conditional’ approval for Google’s request to export high-precision map data abroad.&nbsp; Block (XYZ):&nbsp;Shares saw a surge in after-hours trade after it announced layoff plans in an AI-driven restructuring.&nbsp;&nbsp;Coreweave (CRWV):&nbsp;Despite a massive $30 billion capex plan, its Q1 revenue guidance fell short of analysts’ expectations.&nbsp; MP Materials (MP):&nbsp;The sole U.S. rare-earths producer reportedly signed an ‘enormous’ supply contract with an unidentified automaker.&nbsp;Mara Holdings (MARA):&nbsp;On the retail radar after announcing a massive partnership with Starwood to develop up to 2.5 gigawatts of data center capacity.&nbsp;Rocket Labs (RKLB): It has unveiled its new silicon solar arrays designed for space-based data centers.&nbsp;Kratos (KTOS):&nbsp;The company has announced a $1 billion stock offering to fund its acquisitions.&nbsp; Other tickers trending on Stocktwits at the time of writing included ImmunityBio (IBRX), SoundHound AI (SOUN), Eos Energy (EOSE), and UiPath (PATH), among others.&nbsp;<h1 class="st-heading-1">Other Catalysts To Watch</h1>On the economic front, investors will monitor the inflation data due at 8:30 am ET, followed by construction spending at 10 am.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Slip Ahead Of Inflation Data: Why NFLX, PSKY, GOOGL, CRWV, XYZ, MARA Are On Traders' Radar Today

Data from Stocktwits showed that retail sentiment on SPY has moved to ‘bullish’, while it remained ‘bearish’ on QQQ.

Equity

Data from Stocktwits showed that retail sentiment on SPY has moved to ‘bullish’, while it remained ‘bearish’ on QQQ.


Marathon Digital Q4 Earnings Call Highlights

Marathon Digital (NASDAQ:MARA) used its fourth-quarter and full-year 2025 earnings call to outline a strategic shift beyond Bitcoin mining, centered on a newly announced joint venture with Starwood...

<ul class="summary-bullets"><li>In the fourth quarter, MARA management said the company completed its acquisition of Exaion and announced a partnership with Starwood to develop large data centers on existing power sites.</li><li>CEO Fred Thiel stated that MARA is shifting from a pure Bitcoin mining model toward an energy-backed digital infrastructure platform.</li><li>He said the decision to partner with Sherwood Capital was to build credibility.</li></ul>MARA Holdings (MARA) stock rocketed after-hours on Thursday, even after the company missed fourth-quarter earnings estimates by a large margin, with investors excited about the company’s pivot to AI-HPC workloads finally gaining some legs.&nbsp;<a href="https://stocktwits.com/symbol/MARA">MARA’s stock</a> was nearly 15% in overnight trade, after falling 1.4% in regular trade. It was also among the top trending tickers on Stocktwits as retail sentiment around the company improved to ‘extremely bullish’ from ‘bullish’ over the past day and chatter jumped to ‘high’ from ‘normal’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_26_225254_png_8650c0e525.webp" alt="Screenshot 2026-02-26 225254.png" width="1383" height="158"><figcaption>MARA retail sentiment and message volume on February 26 as of 10:30 p.m. ET | Source: Stocktwits</figcaption></figure>“MARA is no longer simply a Bitcoin miner. We’re building an energy-dominant digital infrastructure platform,” CEO Fred Thiel said on the company’s earnings call. He even invoked CEO Jensen Huang’s “compute equals revenue” line from Nvidia’s (NVDA) latest earnings call.The company announced that it completed its acquisition of Exaion, first announced in August last year alongside its pivot away from Bitcoin (BTC) mining. It also announced that it has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mara-stock-is-rallying-today-what-is-all-the-buzz-about/cZTGrGCRIRW">partnered</a> with Starwood to build large data centers across its existing U.S. plants.&nbsp;<h2 class="st-heading-2">Bitcoin’s Slide Hits MARA’s Balance Sheet</h2>While MARA’s pivot to AI-HPC capabilities was announced in August last year, most of its revenue still comes from Bitcoin mining operations. “Every $10,000 change in the price of Bitcoin results in approximately a $538 million change in the value of our Bitcoin holdings,” said CFO Salman Khan.MARA missed Wall Street’s expectations on both revenue and earnings, according to Koyfin data. It reported $202.3 million in revenue, below the consensus forecast of $251 million, and a loss of $4.07, well above the analysts' anticipated loss of $0.03.“Having Bitcoin mining at the site allows us to act as a load balancer,” Thiel said. “We mine whenever power isn’t being used — at preferential prices.”<h2 class="st-heading-2">Why Did MARA Partner With Starwood?</h2>According to Thiel, the decision to partner with Starwood wasn’t about capability, but about credibility. “Hyperscalers typically do not award large-scale AI workloads to first-time developers without institutional backing,” he said.He also said that the partnership gives MARA an edge over peers, who are building data centers but don’t necessarily have a client in hand. “You don't turn a spade until you have a tenant typically signed because that tenant has a specific use for the site,” he stated. “They [clients] work with Starwood to design, get it permitted, and build as opposed to building and hoping somebody will come, like some of our peers have done.”<blockquote>“We are very focused on rapid execution with a lot of certainty.”&nbsp;– Fred Thiel, Chairman and CEO, MARA Holdings</blockquote>Meanwhile, its acquisition of Exaion is meant to help MARA Holdings lock in clients in Europe, especially those seeking to work with companies not subject to the U.S. Cloud Act.<h2 class="st-heading-2">What Is Retail Saying?</h2>One user on the platform anticipates larger gains after the stock’s price hits $10, citing data that would force short sellers to cover their calls. They added that if MARA’s stock gets support from a Bitcoin (BTC) rally, it could push the stock price as high as $12.<stembedurl>https://stocktwits.com/Kheldar/message/646064513</stembedurl>Another user said that MARA’s stock price could rally to $30 if Bitcoin’s price hits $100,0000.<stembedurl>https://www.stocktwits.com/Ajuntimes/message/646056998</stembedurl>MARA’s stock has fallen over 8% this year. If the current rally holds till morning, the stock could break even for the year at market open and potentially cross the $10 mark.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-etf-inflows-top-500-m-for-first-time-this-year-after-record-outflows/cZTGEntRIbj">Bitcoin ETF Inflows Top $500M For First Time This Year, On Track To Break Record Outflow Streak</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Marathon Digital Holdings (MARA) logo is displayed on a smartphone screen.

MARA Stock Surges Despite Deep Quarterly Loss – ‘No Longer Simply A Bitcoin Miner’ Says CEO 

Shares of MARA Holdings rose overnight despite the company reporting a loss of over $4 per share, well above the analysts' anticipated loss of $0.03.

Cryptocurrency

Marathon Digital (NASDAQ:MARA) Announces Earnings Results

Marathon Digital (NASDAQ:MARA - Get Free Report) released its quarterly earnings data on Thursday. The business services provider reported ($4.52) earnings per share for the quarter, missing the...

Marathon Digital Holdings, Inc. (MARA) Reports Q4 Loss, Misses Revenue Estimates

Marathon Digital (MARA) delivered earnings and revenue surprises of -100.00% and -9.65%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

<ul class="summary-bullets"><li>Together the companies expect to deliver approximately 1 gigawatt of near-term IT capacity with a pathway to more than 2.5 gigawatts.</li><li>The campuses will be designed to operate both Bitcoin mining and AI compute.</li><li>MARA said its net loss was $1.7 billion, or $4.52 per diluted share, in Q4 2025, compared to net income of $528.3 million, or $1.24 per diluted share, in Q4 2024.</li></ul>MARA Holdings’ stock rallied 16.5% during extended hours of trading on Thursday after it reported its fourth quarter results and announced a strategic partnership with Starwood.&nbsp;MARA Holdings announced it has entered into a strategic agreement with Starwood Capital Group and their dedicated data center development platform Starwood Digital Ventures. Together, the companies expect to deliver approximately 1 gigawatt of near-term IT capacity with a pathway to more than 2.5 gigawatts.“MARA’s power rich sites give customers what they need most: predictable access to energy at scale,” said Fred Thiel, MARA’s Chairman and CEO. “Our partnership with Starwood will allow us to turn that power certainty into capacity certainty, so customers can run diverse workloads close to their data and users”.&nbsp;The companies will prioritize sites with access to low-cost energy, strong interconnection positions, and clear pathways to scale. These campuses will be designed to operate both Bitcoin mining and AI compute, giving MARA the ability to toggle workloads in response to market pricing and customer demand.&nbsp;<h2 class="st-heading-2">Q4 Results</h2>MARA said its revenues decreased 6% to $202.3 million in the fourth quarter (Q4) of 2025 from $214.4 million in the year-ago quarter. It said that the decrease was primarily driven by a 14% decrease in the average price of bitcoin mined over the quarter.It said its net loss was $1.7 billion, or $4.52 per diluted share, in Q4 2025 compared to net income of $528.3 million, or $1.24 per diluted share, in Q4 2024. Net loss during the quarter includes a $1.5 billion loss on fair value of digital assets.MARA said that in 2026 it expects to continue to monetize bitcoin opportunistically to enhance&nbsp;its financial flexibility, including to provide liquidity or to fund capital projects and other initiatives.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around ‘bullish’ territory amid ‘high’ message volume.&nbsp;Shares in the company have fallen nearly 19% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

MARA Stock Is Rallying Today – What Is All The Buzz About?

MARA Holdings announced it has entered into a strategic agreement with Starwood Capital Group and their dedicated data center development platform Starwood Digital Ventures.

Marathon Digital (NASDAQ:MARA) Stock Price Down 1.4% After Earnings Miss

Marathon Digital (NASDAQ:MARA) Stock Price Down 1.4% on Disappointing Earnings...

MARA Holdings Stock Surges On Data Center Development Deal With Starwood

MARA Holdings Inc (NASDAQ:MARA) shares are rising in extended trading on Thursday after the company reported fourth-quarter results and announced an agreement to convert faread more...

Marathon Digital Holdings, Inc. (NASDAQ:MARA) Given Average Rating of "Moderate Buy" by Brokerages

Shares of Marathon Digital Holdings, Inc. (NASDAQ:MARA - Get Free Report) have received a consensus recommendation of "Moderate Buy" from the thirteen ratings firms that are covering the stock...

Marathon Digital (MARA) stock price, news, forum, discussion, financials, community insights, and trading ideas. Join 10 million+ investors and traders tracking markets in real-time on Stocktwits.

Mara: Marathon Digital Stock Price, News, Analysis and Trading Ideas

The new partnership with Starwood Digital Ventures to build up to 2.5 gigawatts of AI-capable data centers is seen as a pivotal strategic shift for the company.

Traders are anticipating a potential short squeeze, fueled by over 30% short interest and the positive news, with many targeting price levels above $10 or even $30.

Discussions center on the company's substantial Bitcoin holdings (53,822 BTC, worth over $3.7B) and how its price correlation might shift or still drive valuation despite the AI pivot.

Persistent criticism of CEO Fred Thiel focuses on his management decisions, perceived late entry into AI, and high executive compensation amidst financial performance concerns.

The reported Q4 net loss of $1.7 billion, largely due to Bitcoin writedowns, is a major talking point, with the market's positive reaction to AI news despite the loss causing debate.

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