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MNDE is the governance token for Marinade. Marinade helps you to stake Solana without locking in liquidity by turning SOL into mSOL - tokenized version of staked SOL. This way you can both secure the network by staking SOL, and use your mSOL as the ultimate unit in Solana DeFi ecosystem. To provide liquidity, deposit in lending protocols and even buy NFTs.

Marinade

Marinade is trending as community members highlight its low market cap relative to its substantial total value locked, leading to active discussions about potential undervaluation. Investors are closely watching for technical breakouts and increased volume, viewing it as a key play within the Solana ecosystem.

$SWEAT is the beating heart of the Movement Economy—a groundbreaking token that transforms physical activity into real-world value. Minted through movement, $SWEAT rewards your steps with a crypto asset that you can earn, trade, or grow. The team states that their app has increased their users’ physical activity by an average of 20%, creating a healthier society and reducing burdens on global healthcare systems. With over 20 million holders, SWEAT is eliminating barriers and making Web3 accessible to everyone, one step at a time.

Sweat Economy

Sweat Economy is trending as community members discuss its long-term potential, with many users sharing optimism that the project will eventually rebound from its current lows. Discussions frequently highlight the earn-while-moving model and the importance of patience, often referencing the token alongside the NEAR protocol.

NEAR Protocol is the blockchain for AI. A high-performance, AI-native platform built to power the next generation of decentralized applications and intelligent agents. It provides the infrastructure AI needs to transact, operate, and interact across Web2 and Web3. NEAR combines three core elements: User-Owned AI, which ensures agents act in users’ best interests; Intents and Chain Abstraction, which eliminate blockchain complexity for seamless, goal-driven transactions across chains; and a sharded blockchain architecture that delivers the scalability, speed, and low-cost execution needed for real-world AI and Web3 use. This integrated stack makes NEAR the foundation for building secure, user-owned, AI-native applications at internet scale.

Near

NEAR is generating significant community interest driven by its expanding AI-centric infrastructure and the growing adoption of its 'Intents' cross-chain swap protocol. Investors are actively discussing the token's long-term utility in the AI economy, with many viewing current price levels as an accumulation opportunity despite broader market volatility.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is experiencing significant investor focus following a strategic partnership with Volkswagen to implement VLA 2.0 autonomous driving technology, a move seen by many as a critical validation of its technological moat. While some community members remain wary of ongoing price volatility and the broader regulatory climate surrounding Chinese equities, others are actively accumulating shares on dips, betting that the company's long-term expansion into AI, robotics, and global markets will eventually overcome current headwinds.

Photronics, Inc. engages in the provision of photomasks, which are quartz or glass plates containing microscopic images of electronic circuits for use in the fabrication of integrated circuits and flat-panel displays. The company was founded by Constantine S. Macricostas in 1969 and is headquartered in Brookfield, CT.

Photronics, Inc.

Photronics is drawing attention as a potential value play in the semiconductor supply chain, with investors closely watching its critical role as a photomask supplier amidst the ongoing AI infrastructure expansion. The community is actively discussing the stock's low valuation relative to its cash position, while monitoring for a breakout from its multi-year base as market participants weigh the company's long-term growth potential against current sector volatility.

London-based Quant Network is set to revolutionise blockchain technology with the development of their blockchain operating system Overledger. The experienced team are determined to fulfil the original vision of the internet by creating an open trusted network for people, machines, and data to operate securely and safely.  Overledger -the first interoperable blockchain operating system that facilitates internet-scale development of decentralised, multi-chain applications. Overledger has the ability to unlock and distribute value and applications across current and future blockchains. It is an agnostic platform that connects the world's networks to blockchains and ensures you're not limited to any single a vendor or technology. Overledger is the only platform that facilitates the development of internet-scales development of decentralised, multi-chain applications.

Quant

Quant (QNT) is trending as investors debate its long-term utility in banking interoperability versus its recent periods of stagnant price action. Community sentiment remains polarized, with many holders accumulating positions at lower levels in anticipation of future institutional adoption, while others express frustration over the token's inability to sustain upward momentum.

Li Auto, Inc. engages in the design, development, manufacture, and sale of premium smart electric vehicles. Its products include Li MEGA, a high-tech flagship family MPV, Li L9, a six-seat flagship family SUV, and Li L8, a six-seat premium family SUV, and Li L7, a five-seat flagship family SUV. The firm also offers in-house development efforts on its proprietary range extension system, next-generation electric vehicle technology, and smart vehicle solutions. The company was founded by Xiang Li in April 2015 and is headquartered in Beijing, China.

Li Auto Inc - ADR

Li Auto is seeing heightened volatility as investors weigh disappointing delivery figures against the company's upcoming launch of the i6 SUV and ongoing AI initiatives. The stock remains a focal point for community debate, with bulls highlighting the potential of the new product cycle, while bears point to cooling domestic demand and intensifying competition within the Chinese EV sector.

Northrop Grumman Corp. engages in the provision of advanced aircraft systems. It operates through the following segments: Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. The Aeronautics Systems segment is involved in the design, development, production, integration, sustainment, and modernization of advanced aircraft systems for the U.S. Air Force, the U.S. Navy, other U.S. government agencies, and international customers. The Defense Systems segment includes integrated battle management systems, weapons systems and aircraft, and mission systems sustainment and modernization. The Mission Systems segment offers advanced mission solutions and multifunction systems, primarily for the U.S. defense and intelligence community, and international customers. The Space Systems segment delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, launch and strategic missile systems for national security, civil government, commercial, and international customers. The company was founded by John K. Northrop, Thomas V. Jones, and Kent Kresa in 1939 and is headquartered in Falls Church, VA.

Northrop Grumman Corp.

Northrop Grumman is trending as investors weigh strong long-term backlog and critical B-21 program progress against concerns over near-term capital expenditure spikes and broader sector rotation. While community sentiment remains polarized between frustration over recent price volatility and conviction in the stock as a long-term defense foundation, analysts continue to highlight the company's role in essential military modernization as a key driver for potential recovery.

Everspin Technologies, Inc. engages in the provision of magnetoresistive random access memory (MRAM) solutions. Its products include Toggle MRAM, Spin-transfer Torque MRAM, TMR Sensors, and Embedded MRAM. The company was founded by Saied Tehrani on May 16, 2008 and is headquartered in Chandler, AZ.

Everspin Technologies Inc

Everspin Technologies is trending as investors highlight the company's unique position in the MRAM memory sector, specifically citing its critical role in radiation-hardened applications for aerospace and defense as a key catalyst. While some market participants debate the impact of ongoing legal proceedings and valuation concerns, the community is actively discussing the potential for a short squeeze and long-term growth driven by high-margin government contracts and increasing demand for specialized memory in AI and industrial edge computing.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding is trending sharply higher following a blowout earnings report that featured both a top-line beat and raised full-year guidance, proving the brand's resilience and premium pricing power amid sector-wide concerns. Investors are actively discussing the stock's massive growth in the Asia-Pacific region and apparel segment, with the community largely divided between celebrating a 'buy the dip' reversal and debating the sustainability of its premium valuation compared to traditional competitors.

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<ul class="summary-bullets"><li>Bloomberg reported on Friday that Moderna’s hantavirus research is “early-stage and ongoing” and began well before the cruise-ship cluster was identified.&nbsp;</li><li>No hantavirus vaccine is currently approved anywhere in the world, and human clinical trials for Moderna’s candidates have not yet begun.</li><li>Moderna’s vaccine sales have undergone a dramatic post-pandemic decline.</li></ul>Shares of Moderna Inc. (MRNA) closed 12% higher on Friday, clocking its best day in over two months, after the company confirmed it has been pursuing early-stage research into mRNA-based vaccines against hantaviruses.Moderna’s ongoing hantavirus efforts, reported by Bloomberg, coincide with heightened public attention on a rare outbreak linked to the Dutch-flagged MV Hondius. According to the World Health Organization’s Disease Outbreak News report issued earlier this week, seven cases — two laboratory-confirmed hantavirus infections and five suspected — have been identified among passengers and crew.Three people have died, one remains critically ill, and others have reported fever, gastrointestinal symptoms, and rapid progression to pneumonia. Illness onsets occurred between early April and late April 2026 during the ship’s voyage from Ushuaia, Argentina, through Antarctic waters and across the South Atlantic; the vessel is now anchored off Cape Verde.<h2 class="st-heading-2">Moderna’s Hantavirus Efforts</h2>Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-05-08/moderna-hantavirus-efforts-underway-before-cruise-ship-outbreak">reported</a> on Friday that Moderna’s hantavirus research is “early-stage and ongoing” and began well before the cruise-ship cluster was identified.The company has conducted preclinical work on hantaviruses in collaboration with the U.S. Army Medical Research Institute of Infectious Diseases (USAMRIID) and is partnering with the Vaccine Innovation Center at Korea University College of Medicine through its mRNA Access Program to develop a potential immunization, the report said. &nbsp;No hantavirus vaccine is currently approved anywhere in the world, and human clinical trials for Moderna’s candidates have not yet begun. Public-health officials, including the WHO, have described the broader risk to the general population as low, noting that hantaviruses are primarily rodent-borne and human-to-human transmission is uncommon.Moderna’s vaccine sales have undergone a dramatic post-pandemic decline. The company generated a record $19.26 billion in total revenue in 2022, almost entirely from its COVID-19 vaccine Spikevax. Sales then collapsed more than 64% to $6.85 billion in 2023 and fell another 53% to $3.24 billion in 2024 as global demand normalized and advance-purchase agreements ended. Revenue continued to slide in 2025, dropping 40% to $1.94 billion.<h2 class="st-heading-2">How Did MRNA Retail Traders React?</h2>On Stocktwits, retail sentiment around MRNA jumped from ‘bullish’ to ‘extremely bullish’ over the past 24 hours, while message volume increased from ‘high’ to ‘extremely high’ levels.A Stocktwits user expressed optimism for the stock rally upto $250/ share, levels previously touched at the time of the COVID-19 pandemic.<stembedurl>https://www.stocktwits.com/StockQB/message/652807736</stembedurl>Another user voiced optimism for the stock breaching $60/share as early as Monday.<stembedurl>https://www.stocktwits.com/MomentumWins/message/652787271</stembedurl><a href="https://stocktwits.com/symbol/MRNA">MRNA stock</a> has gained 123% over the past 12 monthsRead More: <a href="https://stocktwits.com/news-articles/markets/equity/uber-partner-avride-faces-nhtsa-probe-after-16-robotaxis-crashes-in-texas/cZX2wLERegn">Uber Partner Avride Faces NHTSA Probe After 16 Robotaxi Crashes In Texas</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Moderna headquarters, exterior view, Cambridge, Massachusetts, USA. (Photo by: Plexi Images/GHI/UCG/Universal Images Group via Getty Images)

MRNA Stock Clocks Best Day In Over Two Months On Early-Stage Hantavirus Vaccine Research

Moderna’s ongoing hantavirus vaccine efforts, reported by Bloomberg, coincide with heightened public attention on a rare outbreak linked to the Dutch-flagged MV Hondius.

Equity

Moderna’s ongoing hantavirus vaccine efforts, reported by Bloomberg, coincide with heightened public attention on a rare outbreak linked to the Dutch-flagged MV Hondius.


<ul class="summary-bullets"><li>Avride ADS-equipped fully electric Hyundai Ioniq 5 robotaxis have been providing public passenger rides on the Uber ride-hailing platform in Dallas.</li><li>Earlier this week, Uber said it has more than 30 autonomous vehicle partners to deliver goods and transport customers. &nbsp;</li><li>CEO Dara Khosrowshahi further explicitly called autonomous vehicles (AVs) a $1 trillion opportunity.</li></ul> U.S. auto safety regulatory National Highway Traffic Safety Administration (NHTSA) has launched a probe into Uber Technologies’ (UBER) robotaxi partner Avride Inc. following 16 reported crashes involving its vehicles in Dallas and Austin, Texas.NHTSA opened the probe to examine potential defects related to “conflict avoidance, driving behavior competence and assertiveness” in Avride’s automated driving system. The crashes occurred while an in-vehicle safety operator was present and monitoring the system.The cars with Avride’s systems improperly changed lanes into moving traffic, did not brake for slow-moving or stopped vehicles, and struck stationary objects partially blocking the roadway, the regulator said.One alleged minor injury was reported, though there were no fatalities or fires. All incidents resulted in property damage and took place while the ADS was fully engaged, the regulator said.NHTSA said it will assess technical and operational factors, existing safeguards, and any mitigating actions taken by Avride as part of the probe.UBER shares closed 2% lower on Friday.&nbsp;<h2 class="st-heading-2">Uber- Avride Partnership</h2>Avride ADS-equipped fully electric Hyundai Ioniq 5 robotaxis have been providing public passenger rides on the Uber ride-hailing platform in Dallas since December 2025. The service, initially launched in a nine-square-mile area covering Downtown, Uptown, Turtle Creek, and Deep Ellum, allows Uber riders to be matched with the autonomous vehicles at standard fares.The partnership between Avride and Uber, which began with autonomous delivery robots in 2024 and expanded to robotaxis, represents one of Uber’s early commercial deployments of third-party AV technology in the United States.<h2 class="st-heading-2">Uber Bullish On Robotaxi Partnerships</h2>Uber relies on partnerships to deploy robotaxis on its ride-sharing platform, instead of developing the technology itself. Earlier this week, Uber said it has more than 30 autonomous vehicle partners to deliver goods and transport customers. &nbsp;Uber is now live with autonomous rides in eight cities and remains on track to expand to as many as 15 cities by the end of 2026. CEO Dara Khosrowshahi further explicitly called autonomous vehicles (AVs) a $1 trillion opportunity.“So we continue to believe AVs are huge opportunities for the entire industry. This is, we think, another $1 trillion TAM,” he said.<h2 class="st-heading-2">How Did UBER Retail Traders React?</h2>On Stocktwits, retail sentiment around UBER stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume remained at ‘extremely high’ levels.<a href="https://stocktwits.com/symbol/UBER">UBER stock</a> has fallen by about 8% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/repl-qure-mrna-soar-on-reports-trump-will-fire-fda-marty-makary/cZX2uTvRegN">REPL, QURE, MRNA Soar On Reports Trump Will Fire FDA’s Marty Makary</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Facade of Uber headquarters with logo prominently displayed on glass building, San Francisco, California, August 20, 2024. (Photo by Smith Collection/Gado/Getty Images)

Uber Partner Avride Faces NHTSA Probe After 16 Robotaxi Crashes In Texas

NHTSA said it will assess technical and operational factors, existing safeguards, and any mitigating actions taken by Avride as part of the probe.

<ul class="summary-bullets"><li>The development comes after Apple’s outgoing CEO, Tim Cook, lamented the lack of advanced chips, citing the company’s inability to meet iPhone demand.</li><li>The Apple deal would provide a major boost to Intel’s Foundry unit, which had been underperforming for years.</li><li>During the first quarter, Intel reported that its Foundry unit had an operating loss of $2.4 billion.</li></ul>Intel Corp. (INTC) and Apple Inc. (AAPL) have reportedly reached a preliminary agreement under which Intel will manufacture some of the chips powering Apple devices.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/apple-intel-have-reached-preliminary-chip-making-agreement-69eb9370">report</a> by The Wall Street Journal citing people familiar with the matter, the two companies carved out a formal deal in recent months after undertaking talks for more than a year.This comes after Apple’s outgoing CEO, Tim Cook, lamented the lack of advanced chips during the company’s previous two earnings calls, citing the inability to meet iPhone demand. iPhones are the company’s primary revenue generator, accounting for about 59% of Apple’s revenue in the first quarter (Q1).<a href="https://stocktwits.com/symbol/INTC">Intel shares</a> were up nearly 16% in Friday’s midday trade, paring some of the gains after hitting a new all-time high of $130.57. INTC was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">Major Boost To INTC’s Foundry Unit</h2>The Apple deal would provide a major boost to Intel’s Foundry unit, which had been underperforming for years.During the first quarter (Q1), Intel reported that its Foundry unit had an operating loss of $2.4 billion.Unlike rivals Nvidia Corp. and Advanced Micro Devices Inc. (AMD), which only design chips, Intel undertakes both the design and manufacturing of chips. However, Nvidia, AMD, and most other fabless chip companies outsource manufacturing to Taiwan Semiconductor Manufacturing Co. (TSMC).This also includes Apple, which ships around 200 million devices across its ecosystem of iPhones, iPads, Macs, and more. With Apple using Intel to manufacture chips for some of its products, this would add a major customer to Intel’s Foundry unit.This comes after Intel&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-repositions-as-foundry-powerhouse-with-space-x-and-tesla-s-terafab-deal-retail-cheers-the-move/cZJJuD5RIpA">joined</a> Tesla Inc.’s (TSLA) Terafab project in April this year to make processors to power the EV giant’s robotics and data center ambitions.<h2 class="st-heading-2">GOOGL Another Major Customer Of INTC’s Foundry Business</h2>Alphabet Inc.’s (GOOG, GOOGL) Google is another major customer of Intel’s Foundry unit.The two companies&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-google-deepen-ai-partnership-days-after-intc-join-tesla-terafab/cZJW4N6RIr6">announced</a> last month an expansion of their AI infrastructure collaboration to include multiple generations of Xeon processors.Intel announced that the multi-year partnership with Google includes expanded co-development of custom ASIC-based infrastructure processing units (IPUs) to improve efficiency, utilization, and performance at scale.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around Intel trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.One user thinks INTC stock is still cheap given a 10-year outlook.<stembedurl>https://stocktwits.com/Lazy_Roy/message/652768243</stembedurl><a href="https://stocktwits.com/symbol/INTC">INTC stock</a> is up 245% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/AAPL">AAPL stock</a> is up 7%. The S&amp;P 500 ETF (SPY) is up 30% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 45%.The Vanguard S&amp;P 500 ETF (VOO) is up 31% during this period.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/groupon-missed-q1-estimates-why-is-grpn-stock-soaring-today/cZX28P9Reg7">GRPN Stock Heads For Best Day In A Year Despite Earnings Miss — Here’s Why CEO Senkypl Is Confident About ‘Stronger Performance Ahead’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Lip-Bu Tan, Chief Executive Officer of Intel, appears at an event organized by the company

INTC Stock Hits New All-Time High After Intel, Apple Reportedly Reach Preliminary Chipmaking Agreement

According to a report by The Wall Street Journal, the two companies carved out a formal deal in recent months after undertaking talks for more than a year.

<ul class="summary-bullets"><li>Wedbush estimated that one in five people worldwide will access AI via an Apple device in the coming years.</li><li>Apple stated in January this year that its worldwide installed base of users had reached 2.5 billion active devices, accounting for about 30% of the world's population.</li><li>Apple’s AirPods with built-in cameras have reportedly entered the late stages of development, with the prototypes now resembling a near-final design and capabilities.</li></ul>Dan Ives, Global Head of Tech Research at Wedbush, on Friday expressed optimism about the prospects of Apple Inc. (AAPL) in the ongoing AI revolution.In a post on X, Ives stated that the upcoming Worldwide Developers Conference (WWDC) in June this year will be the key for Apple. He also stated that Wedbush has raised its price target for Apple to $400 from $350, implying an upside of nearly 40% from current levels.“We are raising our price target to $400 reflecting this new AI age coming to Apple that will enable Cupertino to finally get into the AI Revolution as we estimate roughly 20% of the world's population will access AI through an Apple device over the coming years. WWDC key,” Ives said.<figure class="image"><img src="https://news.stocktwits-cdn.com/Ives_post_jpg_3876ebbf7a.webp" alt="Dan Ives' post on X" width="588" height="202"><figcaption>Dan Ives' post on X | @DivesTech/X</figcaption></figure><a href="https://stocktwits.com/symbol/AAPL">Apple shares</a> were up nearly 1% in Friday’s pre-market trade, after the stock hit a new 52-week high on Thursday.<h2 class="st-heading-2">Wedbush Maintains ‘Outperform’ Rating On AAPL</h2>According to TheFly, Wedbush maintained its ‘Outperform’ rating on Apple. The firm called Apple is a “sleeping tech giant” that is about to see a major AI inflection point.The firm estimated that one in five people in the world will access AI through an Apple device in the coming years.Apple stated in January this year that its total installed base of users in the world had reached 2.5 billion active devices, which accounts for about 30% of the total population in the world.<h2 class="st-heading-2">AAPL, GOOGL’s AI Partnership</h2>Apple and Alphabet Inc.’s (GOOG, GOOGL) Google announced a multi-year partnership in January this year, stating that the iPhone-maker’s next generation of Foundation Models will run on Google’s Gemini models and cloud infrastructure.The technology is expected to support future Apple Intelligence features, including a more personalized Siri set to launch later this year.In a joint announcement, the two companies stated that Apple concluded that Google’s AI technology offers the strongest foundation for Apple Foundation Models and that it will enable a new generation of user experiences.Apple Intelligence will continue operating across Apple devices and Private Cloud Compute while maintaining the company’s privacy-focused approach.<h2 class="st-heading-2">AAPL Testing AirPods With Cameras, Says Report</h2>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-05-07/apple-s-camera-equipped-airpods-reach-advanced-testing-stage-in-ai-device-push">report</a> on Thursday, Apple’s AirPods with built-in cameras have entered the late stages of development, with the prototypes now resembling a near-final design and capabilities.The upcoming AirPods feature cameras that can see the space around the user to provide information, and the company is now undertaking advanced testing.These new earbuds are said to resemble the AirPods Pro 3 and will be able to capture low-resolution visual information. That said, they are not designed to take photos or videos; instead, they just act as the eyes for the Siri virtual assistant.<h2 class="st-heading-2">How Did Retail Traders React To AAPL?</h2>Retail sentiment on Stocktwits around Apple trended in the ‘bearish’ territory, with message volumes at ‘normal’ levels at the time of writing.<a href="https://stocktwits.com/symbol/AAPL">AAPL stock</a> is up 6% year-to-date and 46% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 30% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 44%.The Vanguard S&amp;P 500 ETF (VOO) and the iShares Core S&amp;P 500 ETF (IVV) are up 30% during this period.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/akam-stock-on-track-highest-levels-in-26-years/cZX20pfReXY">AKAM's Record AI Cloud Deal Sparks Biggest Rally In Over 22 Years — But CEO Says There’s More Coming</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Apple logo is displayed on a computer screen. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Dan Ives Says Apple Is A ‘Sleeping Tech Giant’ In AI – Wedbush Sees 40% Upside

In a post on X, Ives stated that the upcoming Worldwide Developers Conference in June this year will be the key for Apple.

AAPL Stock Hovers At Fresh 52-Week Highs: Dan Ives Says It Could Climb 40% As AI Era Begins

Should You Invest $1,000 In VOO Right Now?

Key PointsFollowing a bout of market volatility in March, the Vanguard S&P 500 ETF (VOO) recovered nicely and is hitting all-time highs...

<ul class="summary-bullets"><li>The company, however, raised its full-year 2026 product sales guidance to $30.0–$30.4 billion, from its previous guidance of $29.6–$30.0 billion.</li><li>Gilead is currently pursuing an aggressive acquisition strategy to bolster its oncology and inflammation pipeline, even as the underlying HIV franchise continues to show resilience.</li><li>Since the start of 2026, the company has announced deals to buy Arcellx, Ouro Medicines, and Tubulis. &nbsp;</li></ul>Shares of Gilead Sciences (GILD) fell 3% in after-hours trading on Thursday despite a solid first-quarter beat and an upward revision to full-year revenue guidance, as investors reacted negatively to a dramatic cut in the company’s 2026 earnings outlook tied to nearly $11.5 billion in acquisition-related charges.Gilead reported first-quarter revenues of $7.0 billion, up 4% from a year earlier, with product sales rising 5% to $6.9 billion. Adjusted and diluted earnings per share came in at $2.03, beating consensus estimates around $1.91 and rising 12% year-over-year. HIV product sales, the company’s largest franchise, grew 10% to $5.0 billion, led by its pills called Biktarvy and Descovy. Cancer drug Trodelvy sales jumped 37% to $402 million, while cell therapy sales slipped 12% amid competitive pressure.The company raised its full-year 2026 product sales guidance to $30.0–$30.4 billion, from its previous guidance of $29.6–$30.0 billion. However, it slashed adjusted loss guidance to a loss of $1.05–$0.65 per share, compared to its previous estimate of earnings per share of $8.45 to $8.85 — a roughly $9.50 per-share reduction — primarily due to anticipated charges and financing costs from its recent acquisitions of Arcellx, Ouro Medicines, and Tubulis.<h2 class="st-heading-2">Gilead’s M&amp;A Spree</h2>Gilead is currently pursuing an aggressive acquisition strategy to bolster its oncology and inflammation pipeline, even as the underlying HIV franchise continues to show resilience.“...we are carefully strengthening our early-stage pipeline to position Gilead well for the long term, typically investing about $1 billion annually in smaller licensing deals, partnerships, and acquisitions,” the company said during its fourth quarter earnings call in February. “We're very ready, we're very proactive and disciplined, but we may not have the urgency of other companies in this sector, so we're gonna be disciplined around that. But I would say that we very much want to continue to add to our pipeline with appropriate, M&amp;A over the course of the coming years as well.”In February, the company agreed to buy longtime partner Arcellx for approximately $7.8 billion, securing full rights to the late-stage CAR-T therapy anito-cel for multiple myeloma. In March, it acquired Ouro Medicines for up to $2.2 billion, adding a pipeline of bispecific T-cell engagers aimed at autoimmune and inflammatory diseases. Most recently, in April, Gilead announced the purchase of German biotech Tubulis for $3.15 billion upfront plus up to $1.85 billion in milestones, gaining next-generation antibody-drug conjugate technology and the clinical-stage asset TUB-040 for ovarian and other solid tumors.<h2 class="st-heading-2">How Did GILD Retail Traders React?</h2>On Stocktwits, retail sentiment around GILD stock stayed within the ‘bearish’ territory over the past 24 hours, while message volume remained at ‘high’ levels.<a href="https://stocktwits.com/symbol/GILD">GILD stock</a> has gained 36% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/iren-stock-soars-after-hours-on-nvidia-2.1-billion-investment-deal/cZXbomSReQo">IREN Stock Soars After Hours On Nvidia’s $2.1B Investment Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Gilead Sciences company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

GILD Stock Slips After Hours On Sharp Earnings Guidance Hit From Massive M&A Spree  

Gilead slashed its full-year earnings outlook primarily due to anticipated charges and financing costs from its recent acquisitions of Arcellx, Ouro Medicines, and Tubulis.

<ul class="summary-bullets"><li>The Model 3 and Model Y vehicles made in Shanghai are sold in China and also in select overseas markets, including Europe.&nbsp;</li><li>Tesla’s sales in Europe also showed a mixed but broadly positive rebound in April 2026, with new vehicle registrations surging in several major markets while declining sharply in others.&nbsp;</li><li>The shift in market momentum for Tesla vehicles is significant after global vehicle deliveries fell in the first quarter.</li></ul>Shares of Tesla Inc (TSLA) jumped nearly 3% on Thursday after the company’s China-made EV sales reportedly jumped for the sixth consecutive month in April.According to a Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/teslas-china-made-ev-sales-rise-36-april-year-on-year-2026-05-07/">report</a>, citing data from the China Passenger Car Association, sales of the vehicle built at Tesla’s gigafactory in China totaled 79,478 in April, marking a growth of 36% year-over-year. The Model 3 and Model Y vehicles made in Shanghai are sold in China and also in select outside markets, including Europe.Tesla’s sales in Europe also showed a mixed but broadly positive rebound in April 2026, with new vehicle registrations surging in several major markets while declining sharply in others, according to national registration data compiled by Reuters. Registrations more than doubled year-over-year in France, Sweden, Denmark, and Ireland, while clocking two-digit gains in Belgium, Romania, the Netherlands, and Switzerland. However, sales fell in traditionally strong markets, including Norway, Spain, Portugal, and Italy.<h2 class="st-heading-2">Recovery After Q1 Slump</h2>The shift in market momentum for Tesla vehicles is significant after global vehicle deliveries fell in the first quarter.Tesla delivered 358,023 vehicles globally in the first quarter of 2026, a modest 6.3% increase from 336,681 units in Q1 2025 but falling short of Wall Street consensus estimates of approximately 365,645 vehicles.The company produced 408,386 vehicles during the period, roughly 50,000 more than it delivered, resulting in a notable buildup of inventory. Model 3 and Model Y vehicles accounted for the bulk of deliveries at 341,893 units, while other models, including the Cybertruck, contributed 16,130.Last month, Reuters also reported that Tesla is eyeing developing a cheaper, compact SUV in China to address concerns of an aging passenger vehicle lineup.<h2 class="st-heading-2">How Did TSLA Retail Traders React?</h2>On Stocktwits, retail sentiment around TSLA stock stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘low’ to ‘normal’ levels.A Stocktwits user expressed hopes for Tesla merging with Elon Musk’s rocket manufacturing company SpaceX, in time. &nbsp;<stembedurl>https://www.stocktwits.com/FedPrez/message/652619679</stembedurl>Another user expressed optimism for TSLA stock breaching the $420 mark.<stembedurl>https://www.stocktwits.com/tradeordie24/message/652633559</stembedurl><a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> has risen 49% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/uber-stock-drops-after-q1-spurred-rally-but-wall-street-sees-significant-upside/cZXbktaReQ0">UBER Stock Drops After Q1-Spurred Rally, But Wall Street Sees Significant Upside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of the Tesla Inc is seen on a screen of a smartphone next to a screen with an illustration ofthe stock market. (Photo by Alexander Pohl/NurPhoto via Getty Images)

TSLA Stock Jumps After Strong China EV Sales In April Bucks Q1’s Global Downturn Trend

According to a Reuters report, citing data from the China Passenger Car Association, sales of the vehicle built at Tesla’s gigafactory in China totaled 79,478 in April. 

<ul class="summary-bullets"><li>While the majority of firms maintained ‘Buy’ or ‘Overweight’ ratings, reactions underscored confidence in Uber’s operational execution.&nbsp;</li><li>The most bullish update came from TD Cowen, which lifted its price target to $118 from $114 while keeping a ‘Buy’ rating.</li><li>Goldman Sachs took a more measured but still positive stance, describing the Q1 results as “broadly positive.”</li></ul>Shares of Uber Technologies (UBER) fell 3% on Thursday as investors resorted to profit-taking after the 9% rally on Wednesday, sparked by strong first-quarter earnings.Following Uber’s solid first-quarter results and upbeat second quarter (Q2) guidance released on Wednesday, several top analysts raised their price targets on the ride-hailing and delivery giant, citing accelerating demand in Mobility and Delivery, margin expansion, and robust share buybacks. While the majority of firms maintained ‘Buy’ or ‘Overweight’ ratings, reactions underscored confidence in Uber’s operational execution despite a modest revenue miss and external headwinds.<h2 class="st-heading-2">Wall Street Bets</h2>The most bullish update came from TD Cowen, which lifted its price target to $118 from $114 while keeping a ‘Buy’ rating. The firm highlighted that Uber’s Q1 bookings and Q2 outlook topped consensus expectations, driven by acceleration in mobility.Truist also delivered one of the strongest endorsements, raising its target to $112 from $108 and retaining a ‘Buy’ rating. Analyst commentary stood out for its emphasis on execution: the firm noted that Uber’s results reflect “excellent demand across Mobility and Delivery” and that the company is “executing at the very high end of its three-year target for gross bookings CAGR.”Goldman Sachs took a more measured but still positive stance, lowering its price target to $115 from $125 while keeping a ‘Buy’ rating. The firm described the Q1 results as “broadly positive,” pointing to “accelerating momentum across its mobility and delivery platforms despite external headwinds,” fueled by strong U.S. consumer demand, insurance cost savings, international delivery strength, and growth in non-restaurant categories.According to data from Koyfin, 46 of the 54 analysts covering Uber rate it ‘Buy’ or higher, while seven rate it ‘Hold’ and one rates it a ‘Sell.’ The 12-month average price target on the stock is $104, representing a potential upside of nearly 31.5% from the last close.<h2 class="st-heading-2"> Uber Earnings Snapshot</h2>Uber delivered a standout first-quarter 2026 performance on Wednesday, blending robust demand growth with accelerating profitability that outpaced revenue headwinds. Revenue climbed 14% year-over-year to $13.2 billion, slightly missing consensus estimates due to a roughly 9-percentage-point drag from business model changes, yet gross bookings surged 25% to $53.7 billion, driven by gains across Mobility and Delivery segments and a 17% increase in monthly active users.Adjusted EPS jumped 44% to $0.72, comfortably beating Wall Street forecasts, while underlying free-cash-flow generation remained robust and the company returned approximately $3 billion to shareholders via buybacks.For Q2, Uber expects gross bookings of $56.25–$57.75 billion and adjusted EPS of $0.78–$0.82. Uber CEO Dara Khosrowshahi also dismissed the impact of autonomous vehicle companies deploying robotaxis on their own platforms on Uber’s business, noting that there is enough space for multiple players. Uber has partnerships in place with multiple robotaxi companies to deploy robotaxis on its platform.<h2 class="st-heading-2">How Did UBER Retail Traders React?</h2>On Stocktwits, retail sentiment around UBER stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume remained at ‘extremely high’ levels.A Stocktwits user raised doubts on Uber’s robotaxi partnerships, opining that some may not pay off.<stembedurl>https://www.stocktwits.com/Nosecandy_Bear/message/652603213</stembedurl>Another user highlighted the many ‘Buy’ ratings on the stock.<stembedurl>https://www.stocktwits.com/DisMania/message/652566057</stembedurl><a href="https://stocktwits.com/symbol/UBER">UBER stock</a> has fallen by about 8% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tom-lee-says-bmnr-may-slow-down-on-ethereum-for-other-things/cZXb1vjReQg">Tom Lee Says BMNR May Pull Back On Ethereum Buys – ‘There’s Other Things To Be Doing In Crypto Right Now’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Uber Technologies Inc logo is seen displayed on a smartphone screen. 

UBER Stock Drops After Q1-Spurred Rally, But Wall Street Sees Significant Upside

Following Uber’s solid Q1 results and upbeat Q2 guidance, several top analysts raised their price targets on the ride-hailing and delivery giant, citing accelerating demand in Mobility and Delivery, margin expansion, and robust share buybacks.

<ul class="summary-bullets"><li>Jones said that the ongoing AI bull run makes him feel like it’s 1999, when the dot-com bubble was about a few months away from its peak in March 2000.</li><li>He said there could be a significant correction in the stock market once the AI bubble bursts after the ongoing ramp is over.</li><li>Jones also noted that the economy could enter an age of abundance by 2030, with robotics potentially becoming ubiquitous by then.</li></ul>Legendary investor Paul Tudor Jones on Thursday compared the launch of OpenAI’s ChatGPT and Anthropic’s Claude to the Apple II and the Microsoft PC era in terms of productivity gains.During an interview with CNBC, Jones reflected on the launches of the personal computer and the internet, saying both sparked productivity booms that lasted roughly four to five-and-a-half years.“We’re kind of, I’d say, 50 or 60%. If I had to pick a period, we’ve got another year or two to run,” Jones said, referring to the AI bull market’s remaining potential.<h2 class="st-heading-2">Jones Says It Feels Like 1999</h2>The billionaire hedge fund manager added that the ongoing AI bull run makes him feel like it’s 1999, when the dot-com bubble was about a few months away from its peak in March 2000.“It’s so funny if you kind of compare the multiples and earnings… we’re kinda where we were in October, November of 1999,” he said.Jones added that, whether viewed through the lens of productivity gains or dot-com-era price parallels, the AI trade still has room to run.<h2 class="st-heading-2">What Happens After The AI Ramp Is Over?</h2>Jones added that there could be a significant correction in the stock market once the AI bubble bursts after the ongoing ramp is over.“Just imagine the stock market went up another 40%... the stock market-to-GDP [ratio] is going to probably be… 300% to 350%... it will be breathtaking kind of corrections,” he said.However, he also struck an optimistic tone, saying the economy could enter an age of abundance by 2030, with robotics potentially becoming ubiquitous by then.Jones’ comments come amid a surge in semiconductor stocks driven by AI demand. The iShares Semiconductor ETF (SOXX) has surged 65% year-to-date, while stocks such as Intel Corp. (INTC), Advanced Micro Devices Inc. (AMD), and SanDisk Corp. (SNDK) have&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-lisa-su-ai-agents-driving-tremendous-demand-amd-stock-q1-earnings/cZQzIIAReO5">hit</a> their 52-week&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-mu-sndk-stocks-jumped-to-52-week-highs-last-week/cZQMg6PRe7m">highs</a> over the past few trading sessions.<h2 class="st-heading-2">Jones Downplays Chances Of Warsh Getting Fed To Cut Rates</h2>Jones downplayed the chances that Federal Reserve Chair nominee Kevin Warsh could get the central bank to cut interest rates this year, even as mounting pressure builds ahead of the midterm elections.He also added that there is actually a case to be made for raising rates, noting that there is a lot of juice left in the economy amid surging AI investments and the federal fiscal deficit running at $1.9 trillion, or about 6% of Gross Domestic Product (GDP).“I’d be thinking about raising them. I’d want to see the data. But I mean, for sure you’d be thinking about it. And I think he’s going to be constrained before the election,” Jones added.While the Senate Banking Committee voted 13-11 in Warsh’s favor as the Fed Chair nominee last month, a final confirmation vote in the Republican-controlled Senate is still pending.Meanwhile, the S&amp;P 500 ETF (SPY) is up 31% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 45%.The Vanguard S&amp;P 500 ETF (VOO) and the iShares Core S&amp;P 500 ETF (IVV) are up 31% during this period.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ddog-stock-best-single-day-gains-ever-on-first-billion-dollar-quarter/cZXbgOfReQc">Datadog Just Posted Its First Ever Billion-Dollar Quarter — And It’s Not Just AI Fueling The Surge</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Founder of The Robin Hood Foundation, Paul Tudor Jones speaks on stage during The Robin Hood Foundation's 2018 benefit at Jacob Javitz Center on May 14, 2018 in New York City. (Photo by Kevin Mazur/Getty Images for Robin Hood)

Paul Tudor Jones Draws Apple II Parallel For ChatGPT, Claude Code — Says AI Trade Still Has Runway

During an interview with CNBC, Jones reflected on the launches of the personal computer and the internet, saying both sparked productivity booms that lasted roughly four to five-and-a-half years.

<ul class="summary-bullets"><li>Datadog CEO Olivier Pomel revealed that the company landed deals with two of the world’s largest AI research firms.</li><li>He also said the company will showcase its latest innovations at the upcoming DASH user conference in June.</li><li>The company’s base of customers with annual recurring revenue of at least $100,000 stood at 4,550 at the end of Q1, up nearly 21% year-on-year.</li></ul>Datadog Inc. (DDOG) on Thursday posted its first-ever billion-dollar quarter as the company continues to accelerate its portfolio with AI, while its non-AI customers are also contributing to topline growth.Datadog reported $1 billion in first quarter (Q1) revenue, registering a 32% year-on-year growth and beating Wall Street expectations of $960 million, according to Fiscal.ai data.The company’s earnings per share (EPS) during Q1 stood at $0.6, while analysts expected an EPS of $0.15.“This is a big achievement for all of us at Datadog and is a product of years of investment in building and innovating for our customers,” said Datadog CEO Olivier Pomel during an earnings call.Datadog shares were up nearly 31% in Thursday’s pre-market trade, on track to record the best single-day gains ever since the stock debuted in 2019. DDOG was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">DDOG’s AI Momentum Continues</h2>Pomel also revealed that Datadog landed deals with two of the world’s biggest AI research firms.“AI native customers cohort continued to grow and diversify rapidly, both in the number of customers we serve and the scale of those customers,” Pomel said.Pomel said the company will also showcase its latest innovations at the upcoming DASH user conference in June.<h2 class="st-heading-2">DDOG Touts 4,550 Customers With ARR Of $100,000</h2>Datadog touted that its base of customers with annual recurring revenue of at least $100,000 stood at 4,550 at the end of Q1, up nearly 21% year-on-year.Pomel noted that the company’s customer churn has remained low, with a gross revenue retention in the mid-to-high 90%.He also stated that more than half of the company’s customers use four or more products, while nearly a third use six or more.<h2 class="st-heading-2">DDOG CEO Says Still Getting Started</h2>Pomel added that of Datadog’s 26 products, five currently have annual recurring revenue of $100 million or more, while three others are in the $50 million to $100 million range.“We're still just getting started. We're working hard to build and deliver further growth in those products, and this leaves 18 other products which are earlier in their life cycle,” he said.Datadog expects second-quarter (Q2) revenue in the $1.07 billion to $1.08 billion range. The company raised its fiscal year 2026 EPS forecast to $2.36-$2.44, from $2.08-$2.16, ahead of a consensus estimate of $2.18.<h2 class="st-heading-2">How Did Retail Traders React To DDOG?</h2>Retail sentiment on Stocktwits around Datadog stock trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.One bullish user called Datadog one of the best long-term investments.<stembedurl>https://stocktwits.com/Easymoney48/message/652561366</stembedurl><a href="https://stocktwits.com/symbol/DDOG">DDOG stock</a> is up 6% year-to-date and 36% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 31% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 45%.The Vanguard Total Stock Market Index Fund ETF (VTI) is up 32% over the past 12 months, while the Vanguard S&amp;P 500 ETF (VOO) is up 31%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/celh-stock-gains-celsius-record-q1-sales-on-pepsico-partnership/cZXbORwRefx">Celsius Just Posted A Record Quarterly Report — But The Real Surprise May Be Alani Nu</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Datadog (Data Dog) logo is seen displayed on a smartphone screen.

Datadog Just Posted Its First Ever Billion-Dollar Quarter — And It’s Not Just AI Fueling The Surge

Datadog reported $1 billion in first-quarter revenue, registering a 32% year-on-year growth and beating Wall Street expectations of $960 million.

DDOG Stock On Track To Record Best Single-Day Gains Ever — What Is Fueling The Rally?

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