SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is currently a central focus for traders as they navigate broad market volatility, with community sentiment splitting between bullish outlooks on network utility and intense speculation surrounding micro-cap tokens like MAULCOIN and UPDOG. While some investors remain fixated on technical price floors and long-term ecosystem growth, ongoing discussions are heavily colored by recent platform exploits in the decentralized exchange space and concerns over potential future regulatory updates.

The Mullen Army Token originated from a dedicated community of retail investors who faced challenges in the traditional stock market. We united to create a cryptocurrency that embodies our principles and aspirations for a fair financial system.     We provide a platform for retail investors to engage in a transparent and fair financial market. Our efforts include grassroots marketing, community engagement, and educational content to empower our investors.

MullenArmy

MullenArmy is trending as investors debate the legitimacy of a Solana-based token linked to the controversial electric vehicle manufacturer, with a divided community either attempting to fuel a meme-driven rally or warning of a recurring pump-and-dump scheme. The conversation is dominated by comparisons to the stock's history of dilution and skepticism regarding the long-term viability of the community-led project.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is currently a focal point for investors as the semiconductor sector navigates a shift toward AI-driven infrastructure and long-term memory capacity expansion. While the stock faces volatility from broader market rotations and geopolitical export constraints, the community remains intensely focused on its role as a key equipment supplier for high-performance chip production and its recent double-digit dividend increase signaling confidence in cash flow.

Sui s a Layer 1 blockchain developed by Mysten Labs, a team founded by former lead engineers from Meta’s blockchain research division. It is designed for global adoption by providing a secure, high-speed environment for digital asset ownership and removing technical barriers for Web3 applications. The platform utilizes the Move programming language to create a safe framework and supports horizontal scaling to keep fees stable and speeds high as the network grows. Significant institutional support comes from major venture capital firms including Andreessen Horowitz, Coinbase Ventures, Circle Ventures, and YZi Labs.  The system functions by organizing data into independent objects rather than a single ledger of accounts. This object-centric data model enables parallel execution, allowing the network to process many transactions simultaneously instead of waiting for one to finish before starting the next. This architecture is built for rapid transaction finalization to ensure near-instant results. To maintain long-term stability, the network collects fees into a storage fund that rewards validators for keeping data on the network indefinitely.  Sui offers several advanced tools including zkLogin for easier account access and sponsored transactions that allow users to interact with apps without managing complex wallets or immediate fees. Developers can also create tailored object types that work across the entire network, which encourages innovation and deep composability. These features are designed to create a more user-friendly experience for interacting with decentralized applications and digital games.  The SUI token is central to the ecosystem, serving as the primary asset for transaction fees and on-chain utility within decentralized exchanges and lending platforms. Users participate in a proof-of-stake mechanism by locking their tokens to support validators and secure the blockchain in exchange for rewards. Additionally, token holders have a role in governance, allowing them to participate in voting on network rules and future protocol upgrades. Value moves through the system through these staking rewards and transaction fees to ensure the platform scales sustainably

SUI is experiencing significant investor interest driven by anticipation surrounding its ecosystem growth, including upcoming ETF filings and institutional adoption metrics. Community discourse remains polarized, with bulls actively accumulating during pullbacks while highlighting the network's technical performance, while skeptics continue to challenge the asset's long-term sustainability.

Maul Coin

Maul Coin is generating significant community buzz as holders push for broader platform visibility and a formal chart while celebrating rapid growth in the number of watchers and investors. The project is being framed as an organic, community-led movement against traditional market manipulation, with participants actively coordinating promotional efforts to drive volume and secure a larger market cap.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors and the online community debate the intensifying geopolitical conflict in the Middle East and its potential impact on U.S. markets and global stability. The discourse is heavily fueled by community speculation regarding military developments, the administration's policy decisions, and intense political polarization surrounding the company's namesake.

IDEX

IDEX is generating significant buzz as traders closely watch for a potential breakout, fueled by speculative price predictions and anticipation surrounding upcoming platform developments and liquidity initiatives. While some community members remain wary of historic price volatility and cyclical pump-and-dump patterns, others are actively accumulating shares and highlighting technical indicators as a catalyst for a sustained upward move.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin is generating significant momentum as a community-driven project that celebrates cannabis culture and advocates for industrial hemp legalization ahead of upcoming industry catalysts. Investors and community members are actively discussing its organic growth on the Solana network, emphasizing the token's role as a decentralized symbol for the broader cannabis movement.

Chainlink is the industry-standard decentralized oracle network that solves the "oracle problem" by connecting smart contracts with real-world data. Blockchains cannot access external information on their own, so Chainlink acts as a secure bridge, enabling smart contracts to react to real-world events using verified, tamper-proof data. It is widely considered one of the first decentralized oracle networks and is the market leader in bringing off-chain data on-chain.  The platform operates through a decentralized network of nodes that fetch, validate, and deliver data to smart contracts. When a contract requests information like a stock price, a committee of independent nodes retrieves and aggregates the data to reach consensus, then delivers a single trustworthy answer. Chainlink offers a suite of services including Data Feeds for asset prices, CCIP for cross-chain token transfers and messaging, Automation for triggering smart contract functions, and Proof of Reserve for verifying asset collateralization.  Chainlink has established itself as critical infrastructure for both DeFi and institutional adoption, with partnerships including Swift, Euroclear, Mastercard, UBS, ANZ, Fidelity International, and J.P. Morgan. Its institutional products include the Chainlink Runtime Environment for tokenized asset workflows, Confidential Compute for privacy-preserving computation, and the Automated Compliance Engine for embedding regulatory rules into smart contracts.  The LINK token is the native asset used to pay node operators for services, fund subscription accounts, and incentivize network security through staking. Node operators stake LINK as collateral, which can be slashed if they provide inaccurate data. Chainlink was co-founded in 2017 by Sergey Nazarov and Steve Ellis, who co-authored the white paper with Ari Juels, and raised $32 million in its September 2017 ICO.

ChainLink

Chainlink is gaining significant momentum as investors anticipate the passing of the Clarity Act, which is expected to unlock institutional adoption of real-world assets (RWAs) through the protocol's infrastructure. While some traders express frustration with recent price action, the community remains heavily focused on Chainlink's integration with major financial institutions and its role as the backbone for tokenized markets.

Bittensor is an open-source protocol that powers a decentralized, blockchain-based machine learning network. Machine learning models train collaboratively and are rewarded in TAO according to the informational value they offer the collective. TAO also grants external access, allowing users to extract information from the network while tuning its activities to their needs.  Ultimately, BitTensors vision is to create a pure market for artificial intelligence, an incentivized arena in which consumers and producers of this valuable commodity can interact in a trustless, open and transparent context.  Bittensor enables:  -A novel, optimized strategy for the development and distribution of artificial intelligence technology by leveraging the possibilities of a distributed ledger. Specifically, its facilitation of open access/ownership, decentralized governance, and the ability to harness globally-distributed resources of computing power and innovation within an incentivized framework.  -An open-source repository of machine intelligence, accessible to anyone, anywhere, thus creating the conditions for open and permission-less innovation on a global internet scale.  -Distribution of rewards and network ownership to users in direct proportion to the value they have added.

Bittensor

Bittensor (TAO) is generating significant momentum as investors pivot toward its decentralized AI infrastructure, with community discussions heavily focused on the project's scarcity model and its perceived potential to serve as the 'Bitcoin of AI.' The recent surge in interest is being fueled by institutional attention and a growing conviction that TAO's subnet ecosystem represents a foundational shift in how machine intelligence is commoditized and rewarded.

statis crypto Watchlist

Bitcoin

Ethereum

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

<ul class="summary-bullets"><li>The US Department of Energy announced a 10-gigawatt data center project at a former nuclear fuel processing site in Ohio.</li><li>The project will include 9.2 gigawatts of natural-gas power to support artificial-intelligence infrastructure.</li><li>SB Energy, backed by the Japanese company SoftBank, will help develop power and transmission systems.</li></ul>As global demand for artificial intelligence infrastructure rises,&nbsp;the United States partnered with Japanese investors on Friday to build a large-scale data center in Ohio.The U.S. Department of Energy (DOE) and the Department of Commerce (DOC)&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.energy.gov/articles/energy-department-announces-partnership-ensure-affordable-energy-and-power-americas-ai">announced</a> a “public-private partnership”&nbsp;with SoftBank (SFTBY), a Japanese investment conglomerate, and American Electric Power (AEP), Ohio, to develop a 10-gigawatt data center at a former nuclear fuel processing site in Pike County.&nbsp;The project will combine computing infrastructure with dedicated power generation to support large-scale data processing. The development is also expected to produce 9.2 gigawatts from natural gas, “which will connect to the local grid and provide power to a new 10 GW data center development at the Portsmouth Site in Pike County, Ohio, at no cost to American families”. The facility, which will be powered by SB Energy, a leading renewable energy platform, will help with transmission upgrades.This investment is part of a broader&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cameco-westinghouse-us-japan-nuclear-deal/cZdzfN4RIOZ">US-Japan strategic trade</a> and investment agreement finalized in July last year, under which Japan committed $550 billion in direct investment into the United States. The deal included partnerships in energy, artificial intelligence, and manufacturing, as well as provisions to reduce tariffs on Japanese imports.Masayoshi Son, the Chairman and CEO of SoftBank Group Corp, noted that the “partnership with the Department of Energy strengthens America’s AI leadership, secures the energy and compute needed for the future, and powers the next era of innovation for the United States.”&nbsp;<a href="https://stocktwits.com/symbol/SFTBY/sentiment">SoftBank stock</a> closed down 3.45% on Friday. On Stocktwits, the retail sentiment around SFTBY remained in the ‘bearish’ territory, as chatter levels around it remained ‘low’ over the past day. The SFTBY stock has been down over 24% so far this year.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_21_at_10_49_32_AM_png_24ad341686.webp" alt="Screenshot 2026-03-21 at 10.49.32 AM.png" width="1126" height="126"><figcaption>SFTBY retail sentiment and message volume on March 21 as of 10:50 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Energy Strategy Diverges Across Ohio Projects</h2>Last year, Ohio had already emerged as a key hub for data center energy supply, with TotalEnergies (TTE) signing an agreement to provide Google (GOOG) with 1.5 terawatt-hours of electricity over 15 years to power its operations in the state. The energy was set to come from the Montpelier solar farm in Ohio, connected to the PJM grid, as part of a broader push by tech firms to secure clean, reliable power to meet rapidly growing demand for AI-driven data centers.Rising power demand has been reshaping capital flows into data infrastructure. A&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/101425-data-center-grid-power-demand-to-rise-22-in-2025-nearly-triple-by-2030">report</a> by S&amp;P Global projects that U.S. data center power demand would nearly triple by 2030.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/blackstone-private-credit-fund-breaks-bitcoin/cZ3LypZRIiO">Blackstone’s $48 Billion Private Credit Fund Breaks 3-Year Streak—What It Means For Bitcoin</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 SoftBank Group CEO Masayoshi Son speaks during the SoftBank World 2024 on October 03, 2024, in Tokyo, Japan. 

After Google’s Green Data Push, Ohio Lands 10GW Gas-Fueled AI Hub Backed By DOE

As AI adoption grows worldwide and the need for data centers increases, the US and Japan are coming together to build new facilities.

Equity

<ul class="summary-bullets"><li>Earlier on Thursday, Anthropic CEO Dario Amodei said in a statement that the company would not go along with the Pentagon’s request to use its AI models for all lawful uses.</li><li>Amodei primarily objected to mass domestic surveillance and fully autonomous weapons, saying it would “undermine, rather than defend, democratic values.”</li><li>Trump said in the post that he would use “the Full Power of the Presidency” to make Anthropic comply in case of any trouble with the transition.</li></ul>U.S. President Donald Trump on Friday said that the country’s federal agencies should stop using San Francisco-based Anthropic’s technology with immediate effect.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116144552969293195">post</a> on Truth Social, Trump said that there would be a six-month phase-out period for all government agencies, including the U.S. Department of War, using the technology.“I am directing EVERY Federal Agency in the United States Government to IMMEDIATELY CEASE all use of Anthropic’s technology. We don’t need it, we don’t want it, and will not do business with them again!” he said.“Anthropic better get their act together, and be helpful during this phase out period, or I will use the Full Power of the Presidency to make them comply, with major civil and criminal consequences to follow,” Trump added.<h2 class="st-heading-2">Anthropic Vs Pentagon</h2>Earlier on Thursday, Anthropic CEO Dario Amodei said in a statement that the company would not go along with the Pentagon’s request to use its AI models for all lawful uses, objecting namely to mass domestic surveillance and fully autonomous weapons, saying it would “undermine, rather than defend, democratic values.”Amodei had said in the statement that if the Pentagon were to offboard Anthropic, the company would comply with the decision and work to enable a smooth transition to another provider.“The Leftwing nut jobs at Anthropic have made a DISASTROUS MISTAKE trying to STRONG-ARM the Department of War, and force them to obey their Terms of Service instead of our Constitution. Their selfishness is putting AMERICAN LIVES at risk, our Troops in danger, and our National Security in JEOPARDY,” Trump has said in his Truth post.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_28_at_3_19_54_AM_png_a1d20326dd.webp" alt="Screenshot 2026-02-28 at 3.19.54 AM.png" width="1059" height="1234"></figure><h2 class="st-heading-2">&nbsp;</h2><h2 class="st-heading-2">OpenAI On Feud</h2>Rival company OpenAI’s co-founder and CEO Sam Altman also expressed support for Anthropic’s position, according to reports.Simultaneously, Altman also reportedly said that OpenAI is exploring a potential agreement with the U.S. Department of Defense to deploy its AI models, while maintaining the safety guardrails that led to the standoff between Anthropic and the Pentagon.This clash with the Pentagon comes amid a widely anticipated IPO for <a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a>, with reports suggesting the company may go public this year. <a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> is also widely expected to go public in 2026.For updates and corrections, email newsroom[at]stocktwits[dot]com.

This photograph shows a smartphone screen displaying the logo of Anthropic, an American company specializing in artificial intelligence (AI). (Photo by Samuel Boivin/NurPhoto via Getty Images)

Trump Directs US Agencies To Stop Using Anthropic Systems 'Immediately’ Amid Clash Over Military AI Controls

In a post on Truth Social, U.S. President Donald Trump said that there would be a six-month phase-out period for all government agencies, including the Department of War, using Anthropic’s technology. 

<ul class="summary-bullets"><li>Altman also said that OpenAI is discussing the Department of War potentially using the AI startup’s models while maintaining the safety guardrails that resulted in a standoff between Anthropic and the Pentagon.</li><li>He stated that he would seek a deal to cover any use of its models, except for those that are unlawful, such as domestic surveillance and autonomous offensive weapons.</li><li>Altman also said he would like to try to de-escalate the tensions between Anthropic and the Pentagon to prevent the setting of dangerous precedents for the rest of the industry.</li></ul>OpenAI co-founder and CEO Sam Altman reportedly expressed support for rival Anthropic’s position on military AI safeguards despite tensions with its co-founder Dario Amodei, while saying OpenAI is discussing a potential agreement with the Pentagon to deploy its models.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/openais-sam-altman-calls-for-de-escalation-in-anthropic-showdown-with-hegseth-03ecbac8">report</a> by The Wall Street Journal, Altman supported Anthropic’s position in principle while acknowledging the government’s concerns about a private company's control over national security matters of significance.“We have long believed that AI should not be used for mass surveillance or autonomous lethal weapons, and that humans should remain in the loop for high-stakes automated decisions. These are our main red lines,” he wrote in a memo to staff, according to the report.This comes amid OpenAI’s latest&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/will-open-ai-amazon-50-billion-deal-microsoft-chat-gpt-creator/cZTclClRITf">funding round</a> of $110 billion that values the company at $730 billion pre-money. The funding saw participation from Amazon.com Inc. (AMZN), Nvidia Corp. (NVDA), and SoftBank Group.Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> trended in the ‘neutral’ territory at the time of writing.<h2 class="st-heading-2">Altman Says OpenAI Discussing Pentagon’s Use Of Its Models</h2>Altman also said that OpenAI is discussing the Department of War potentially using the AI startup’s models while maintaining the safety guardrails that resulted in a standoff between Anthropic and the Pentagon.“We are going to see if there is a deal with the DoW that allows our models to be deployed in classified environments and that fits with our principles,” he said, according to the report.Altman stated that he would seek a deal to cover any use of its models, except for those that are unlawful, such as domestic surveillance and autonomous offensive weapons.He also said he would like to try to de-escalate the tensions between Anthropic and the Pentagon to prevent the setting of dangerous precedents for the rest of the industry.This is despite an ongoing rift between Altman and Anthropic, with the OpenAI CEO slamming Anthropic’s Super Bowl ads earlier this month, calling them “dishonest” in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sama/status/2019139174339928189">post</a> on X.“I guess it’s on brand for Anthropic doublespeak to use a deceptive ad to critique theoretical deceptive ads that aren’t real, but a Super Bowl ad is not where I would expect it,” he said.<h2 class="st-heading-2">The Anthropic-Pentagon Standoff</h2>Anthropic announced on Thursday that it refuses to accede to the Pentagon’s request to use the company’s AI models for all lawful uses.“They have threatened to remove us from their systems if we maintain these safeguards; they have also threatened to designate us a “supply chain risk”—a label reserved for US adversaries, never before applied to an American company—and to invoke the Defense Production Act to force the safeguards’ removal,” the company said.Anthropic stated that if the Pentagon chooses to offboard the company, it will work to enable a smooth transition to another provider.<h2 class="st-heading-2">Altman Calls For ‘Urgent’ Regulation Of AI</h2>Altman called for “urgent” regulation of artificial intelligence technology at the India AI Impact Summit 2026 earlier this month, according to a Hindustan Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.hindustantimes.com/india-news/ai-impact-summit-delhi-2026-live-updates-day-4-ambani-modi-bill-gates-sam-altman-galgotias-university-row-latest-news-101771463480410.html?utm_source=chatgpt.com">report</a>.“Democratisation of AI is the best way to ensure humanity flourishes,” he said, while adding that the centralization of the technology in one country or company could lead to ruin.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wbd-stock-double-downgrade-after-netflix-pulls-out-of-bidding-war-with-psky/cZTciKoRIT2">WBD Gets A Double Downgrade After Netflix Pulls Out Of Bidding War With Paramount Skydance — Here's What Analysts Said</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Open AI CEO Sam Altman speaks during Snowflake Summit 2025 at Moscone Center on June 02, 2025 in San Francisco, California. Snowflake Summit 2025 runs through June 5th.

Sam Altman Voices Support For Rival Anthropic’s Position On Military AI Safeguards, Says OpenAI Discussing Potential Deal With Pentagon: Report

The OpenAI co-founder supported Anthropic’s position in principle while acknowledging the government’s concerns about a private company having control over national security issues of significance.

The Zacks Analyst Blog Highlights Micron Technology, Oracle, Meta, NVIDIA and SoftBank

Micron Technology stands out over Oracle as AI-driven HBM chip demand, stronger margins and lower debt tip the scales. Is MU the clearer buy now?

Micron vs. Oracle: One AI Stock Is a Clear Buy Right Now 

MU rides on surging HBM chip demand and tight supply, boosting pricing power and margins, while Oracle's risks tilt the AI stock race. 

<ul class="summary-bullets"><li>‘Hardware is hard,’ Musk said, in response to the media report.</li><li>The Information reported friction between OpenAI and Softbank over data center buildout, prompting OpenAI to seek other partners for computing capacity.</li><li>OpenAI has reportedly scaled back its AI spending plans, now targeting roughly $600 billion in investment through 2030.</li></ul>Elon Musk appears to be having an “I told you so” moment. On Sunday, the billionaire tech entrepreneur reiterated his earlier claim that OpenAI would struggle to fund and execute its ambitious Stargate project, following a new media report that the Sam Altman-led company had encountered hurdles.The Information, citing sources, reported that the planned $500 billion Stargate initiative, a vast network of AI data centers, has run into significant roadblocks, prompting OpenAI to adjust its strategy and pursue computing-capacity deals outside its partnership with SoftBank Group.<h2 class="st-heading-2">Musk Quips</h2>“Hardware is hard,” Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2025726655587631184">posted</a> on X, in response to the report. “Those who have tried to do so at scale will understand,” he said in another&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2025746774015512877">post</a>. The comments are a continuation of Musk’s view: when OpenAI announced Stargate in January 2025, he questioned the project’s viability and posted, “They don’t actually have the money.”The Stargate joint venture between OpenAI, Oracle and SoftBank hasn’t staffed up and isn’t building OpenAI’s data centers, The Information&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/inside-openais-scramble-get-computing-power-stargate-stalled">reported</a>.&nbsp;<h2 class="st-heading-2">OpenAI, SoftBank Clash Over Stargate Plan</h2>OpenAI and SoftBank have reportedly clashed over fundamental issues, including where to build the data centers and how to manage the projects. As part of Stargate, SoftBank is developing major data center projects in Texas; OpenAI had hoped&nbsp;that one of them would become its first self-built data center. However, SoftBank has pushed to keep control of the site.After months of talks, a compromise was&nbsp;reached: OpenAI would sign the long-term lease and control the facility’s design. SoftBank Energy would develop and own it.Meanwhile, OpenAI bypassed the Stargate framework to sign a massive $30 billion-a-year deal with Oracle last year and has also deepened its relationship with CoreWeave. The Information reported that OpenAI has shifted its priorities and no longer considers building its own data center a top priority.<h2 class="st-heading-2">OpenAI Reins In Expenditure</h2>In related news, CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/20/openai-resets-spend-expectations-targets-around-600-billion-by-2030.html">reported</a> over the weekend that the AI company is now telling investors it will spend $600 billion on AI infrastructure through 2030, a figure significantly lower than the $1.4 trillion Altman had touted just a few months ago.The developments come amid fresh fears about AI investments by top companies and whether they will deliver proportional gains in the future. Those fears, coupled with&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazons-jaw-dropping-capex-leads-mega-cap-techs-630b-ai-spend-plans/cZbn6vQR4nL">eye-popping expenditure plans</a> from cloud companies, have led to a broad selloff in tech stocks.<h2 class="st-heading-2">Musk Vs Altman</h2>Musk, one of the co-founders when OpenAI started as a research lab in 2015, has been a vocal critic of OpenAI and Altman. He sued OpenAI over what he believes is the company’s reversal of its stated business goals after converting to a for-profit entity; in another lawsuit, Musk has complained that OpenAI and Apple were indulging in unfair business practices by promoting ChatGPT on Apple’s App Store.Altman has routinely hit back, too. On the sidelines of the AI Summit in India, he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://indianexpress.com/article/technology/artificial-intelligence/sam-altman-elon-musk-space-data-centres-10543749/">said</a> Musk’s plan to build data centers in space was “ridiculous”.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwd-panw-zs-other-cybersecurity-stocks-fall-hard-on-new-ai-scare-but-wall-street-isnt-panicking-yet/cZRtaWhR4U1">CRWD, PANW, ZS, Other Cybersecurity Stocks Fall Hard On New AI Scare — But Wall Street Isn’t Panicking Yet</a>&nbsp;

Elon Musk laughs during an in-conversation event with British Prime Minister Rishi Sunak (not pictured) at Lancaster House on November 2, 2023 in London, England. (Photo by Kirsty Wigglesworth - WPA Pool/Getty Images)

‘Hardware Is Hard’: Elon Musk Takes Swipe At Sam Altman Again As OpenAI’s $500B Stargate Project Reportedly Hits Turbulence

Report of delays and scaled-back spending fuels fresh tension between Elon Musk and Sam Altman, and reignites AI capex fears.

Elon Musk Takes Swipe At Sam Altman Again As OpenAI’s $500B Stargate Project Reportedly Hits Turbulence

Report of delays and scaled-back spending fuels fresh tension between Elon Musk and Sam Altman, and reignites AI capex fears.


Will Intel Stock Keep Soaring as Q4 Earnings Approach?

 Analyst upgrades and bullish commentary have piled up ahead of Intel's Q4 results on Thursday, January 22, pushing its stock to a two-year high of $50 a share. 

SB Energy, a SoftBank Group Company, said that it has secured a $1 billion investment from OpenAI and SoftBank Group to build next-generation artificial intelligence (AI) data centers in the United States.To support the partnership and as demand for AI compute accelerates, OpenAI and SoftBank Group are each investing $500 million into SB Energy, the statement said. OpenAI has also selected SB Energy to build and operate its 1.2 GW data center site in Milam County.SB Energy is currently developing several multi-gigawatt data center campuses, with initial facilities under construction and expected to enter service starting in 2026.SB Energy is currently developing several multi-gigawatt data center campuses, with initial facilities under construction and expected to enter service starting in 2026. SB Energy will become a major customer of OpenAI, leveraging its APIs and deploying ChatGPT for its employees.To expand operations of its data center infrastructure business, SB Energy recently acquired Studio 151, a data center construction management, procurement, engineering, and operations company with a track record spanning 20 data center campuses.“Partnering with SB Energy brings together their strength in data center infrastructure and energy development and OpenAI’s deep domain expertise in data center engineering,” said OpenAI co-founder and President Greg Brockman.&nbsp;<h2 class="st-heading-2">Ares’ Third Financing</h2>Ares Infrastructure Opportunities funds (Ares) previously invested $800 million of redeemable preferred equity in 2025 to further support SB Energy’s growth.Investment further deepened the long-standing relationship between Ares and SB Energy, marking the third financing from Ares since 2020.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around SFTBY trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;Shares of SoftBank Group closed 1.44% higher on Friday. They have risen 91% over the past 12 months.&nbsp;Retail sentiment around OpenAI trended in ‘neutral’ territory amid ‘low’ message volume.&nbsp; &nbsp;

People walk through the hallways at Equinix Data Center in Ashburn, Virginia, on May 9, 2024. (Amanda Andrade-Rhoades for The Washington Post via Getty Images)

OpenAI And SoftBank To Invest $1B In SB Energy To Build More AI Data Centers

OpenAI has also selected SB Energy to build and operate its 1.2 GW data center site in Milam County. 

<ul class="summary-bullets"><li>SoftBank delivered the remaining portion of its funding, totaling about $22 billion to $22.5 billion, to OpenAI.</li><li>The agreement, first outlined in March 2025, envisioned up to $40 billion in investment.</li><li>The investment sits at the center of SoftBank CEO Masayoshi Son’s broader AI growth strategy.</li></ul>SoftBank Group Corp. (SFTBY) has reportedly completed its much-anticipated $40 billion funding commitment to OpenAI, marking one of the largest private technology investments ever made.&nbsp;According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/12/30/softbank-openai-investment.html">report</a>, the Japanese investment company completed its final capital transfer late in December, deepening its strategic commitment to artificial intelligence just as demand for AI infrastructure and compute power surges globally.<h2 class="st-heading-2">Investment Completion</h2>According to sources cited by CNBC, SoftBank delivered the remaining portion of its funding, totaling about $22 billion to $22.5 billion to OpenAI, pushing its total stake in the ChatGPT developer above 10%.&nbsp;The agreement, first outlined in March 2025, envisioned up to $40 billion in investment to support AI research and infrastructure expansion. The initial funding outline was $10 billion, with the remaining $30 billion to be provided by the end of 2025.&nbsp;In October, following the end of the second quarter (Q2), SoftBank invested $22.5 billion in OpenAI through its SoftBank Vision Fund 2 (SVF2).&nbsp;<a href="https://stocktwits.com/symbol/SFTBY">Softbank stock</a> inched 0.8% lower on Tuesday mid-morning. On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. At the same time, message volume shifted to ‘normal’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:932/101;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_30_110204_png_eb4fb96af4.webp" alt="SFTBY’s Sentiment Meter and Message Volume as of 10:40 a.m. ET on Dec. 30, 2025 | Source: Stocktwits" width="932" height="101"><figcaption>SFTBY’s Sentiment Meter and Message Volume as of 10:40 a.m. ET on Dec. 30, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">AI-Centered Strategy&nbsp;</h2>According to the report, the deal originally valued OpenAI at about $260 billion on a pre-money basis.&nbsp;This investment sits at the center of SoftBank CEO Masayoshi Son’s broader AI growth strategy. On Monday,&nbsp;SoftBank announced an agreement to acquire the data center and digital infrastructure assets investment firm DigitalBridge (DBRG) for approximately $4.0 billion.SFTBY stock has gained 98% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-s-strategic-move-with-manus-could-mirror-instagram-whats-app-wins-says-rosenblatt/cL7I5jpREyP">Meta’s Strategic Move With Manus Could Mirror Instagram, WhatsApp Wins, Says Rosenblatt</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

: SoftBank Group CEO Masayoshi Son speaks during the SoftBank World 2024 on October 03, 2024 in Tokyo, Japan.

SoftBank Reportedly Closes $40 Billion OpenAI Investment

According to a CNBC report, SoftBank completed its final capital transfer late in December, deepening its strategic commitment to artificial intelligence.

<ul class="summary-bullets"><li>The firm stated that DigitalBridge should have received up to $4 more per share from SoftBank.</li><li>Analysts at TD Cowen downgraded the DBRG stock to ‘Hold’ from ‘Buy’ with a price target of $16.</li><li>DigitalBridge received a double downgrade at RBC Capital, with the firm trimming its price target to $16 from $23, while downgrading the rating to ‘Sector Perform’ from ‘Outperform’.</li></ul>SoftBank Group Corp.’s (SFTBY) acquisition price for DigitalBridge Group Inc. (DBRG) should have been higher by up to 25% per share, according to Wells Fargo analysts.According to TheFly, the firm stated that DigitalBridge should have received up to $4 more per share from the Japanese investment firm. SoftBank&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/soft-bank-acquires-digital-bridge-for-4-billion-to-scale-ai-infrastructure/cL75v6iREx9">announced</a> the acquisition of DigitalBridge on Monday in a deal valued at $4 billion.<a href="https://stocktwits.com/symbol/DBRG">DigitalBridge shares</a> were up 0.2% in Tuesday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘extremely bullish’ territory at the time of writing.<h2 class="st-heading-2">Firm Expects Deal To Close</h2>Wells Fargo expects the deal between DigitalBridge and SoftBank to close, as it sees no other competing bids.“If no other attractive offers are out there, we can understand DBRG's rationale for accepting the $16 bid, even if it feels a little light to us,” the firm’s analysts said in the note.SoftBank said on Monday that it will acquire all outstanding shares of DigitalBridge at $16 per share in cash, representing a 15% premium to DBRG’s closing price on December 26.DBRG stock closed Monday with a 10% gain following the announcement. Wells Fargo has a $16 price target on DigitalBridge with an ‘Overweight’ rating.<h2 class="st-heading-2">Other Firms Downgrade DigitalBridge</h2>Analysts at TD Cowen and RBC Capital also downgraded the DigitalBridge stock on Tuesday, according to TheFly.Analysts at TD Cowen downgraded the DBRG stock to ‘Hold’ from ‘Buy’ with a price target of $16. DigitalBridge received a double downgrade at RBC Capital, with the firm trimming its price target to $16 from $23, while downgrading the rating to ‘Sector Perform’ from ‘Outperform’.<h2 class="st-heading-2">What Does DigitalBridge Do?</h2>DigitalBridge owns, operates, and invests in businesses such as data centers, fiber, small cells, cell towers, and edge infrastructure.Founded in 1991, the Florida-based company reported a revenue of $1.5 billion in 2023 and $607 million in 2024.<a href="https://stocktwits.com/symbol/DBRG">DBRG stock</a> is up 35% year-to-date and 42% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pending-home-sales-november-highest-nearly-3-years/cL75U85RExK">Pending Home Sales Rise To Highest Levels In Nearly Three Years: NAR Chief Economist Says ‘Homebuyer Momentum Is Building’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the DigitalBridge logo is seen displayed on a smartphone screen

Digital Bridge Buyout Price Should Have Been Up To 25% Higher Per Share, Says Wells Fargo

Wells Fargo expects the deal between DigitalBridge and SoftBank to close as it sees no other competing bids emerging.

SoftBank Group Corp. operates as a holding company which engages in the management of its group companies. It operates through the following segments: SoftBank Vision Fund, SoftBank, Arm, and Others. The SoftBank Vision Fund segment engages in the investment business. The SoftBank segment provides mobile communication, broadband, and telecom services in Japan. The Arm segment designs microprocessors and develops software technologies. The Others segment includes Construction and operation of solar power plants Fukuoka SoftBank Hawks related businesses. The company was founded by Masayoshi Son on September 3, 1981 and is headquartered in Tokyo, Japan.

SoftBank Group Corp. - ADR

Opendoor ($OPEN)

Strategy ($MSTR)

American Eagle ($AEO)

Ondas Inc. ($ONDS)

The stock that proved the power of the crowd. Fueled by community energy and social momentum, this winner captivated retail investors regardless of what the "experts" or traditional fundamentals had to say.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$0.16	--	--	N/A
Q3 '25	$0.10	$0.14	36.39%	BEAT
Q2 '25	$0.55	$1.41	155.19%	BEAT
Q1 '25	$0.28	$0.99	255.95%	BEAT
Q4 '24	-$0.53	$1.21	326.53%	BEAT

SFTBY
SoftBank Corp.

Feed

News

Sentiment

Earnings

Fundamentals

Info

Upcoming Earnings: Q4 '25

Historical Earnings

Latest SFTBY News

SFTBYSoftBank Corp.