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Invesco QQQ Trust Series 1

$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 members of the community speculate on potential price recovery and future utility, while many users continue to share optimistic long-term sentiment regarding the project's growth. Discussions are largely fueled by traders looking for a breakout and long-term supporters expressing patience for the token to eventually gain broader market traction.

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 trending as investors react to its AI-focused roadmap and active cross-chain ecosystem expansion, with community sentiment split between those accumulating on price weakness and others expressing frustration over long-term volatility. Enthusiasts are highlighting NEAR Intents and deflationary tokenomics as key fundamental catalysts that differentiate the project from broader market laggards.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending as investors debate whether current price levels offer a deep-value opportunity in the AI orchestration space or a potential value trap. The community is focused on the company's pivot into agentic AI, its strong cash position, and high institutional ownership, while grappling with persistent short-interest pressure and technical weakness.

ElizaOS

ELIZAOS is experiencing intense community polarization, with a vocal segment alleging systematic market manipulation by insiders and creators, while others remain optimistic about its long-term potential as an AI-agent operating system. This conflict is fueling high trading volume and volatility, as participants debate the project's viability amidst ongoing allegations of fraudulent practices.

ETF Series Solutions - ESS U.S.Global Jets ETF

US Global Jets ETF

The US Global Jets ETF (JETS) is trending as investors weigh strong record-breaking travel demand against headwinds from geopolitical instability in the Middle East and concerns over elevated fuel and labor costs. Community discussions are centered on whether the sector will see a rally driven by easing oil prices or if ongoing operational disruptions and macroeconomic uncertainty will suppress potential growth.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is drawing significant market attention as investors weigh the tension between AI-driven cybersecurity demand and fears regarding AI-based disruption. The community is actively discussing the company's institutional positioning and the potential for a trend reversal, with recent analyst upgrades and bullish outlooks fueling debates about the stock's future performance.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical is drawing significant investor interest as it approaches a pivotal oral presentation at the Digestive Disease Week conference. The community is heavily focused on the company's potential to showcase breakthrough pancreatic cancer data, with many shareholders anticipating that these clinical results will act as a major catalyst for the stock.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

JasmyCoin is seeing renewed trading activity driven by speculative interest in its IoT and data democracy narratives alongside broad crypto market volatility. Community members remain polarized, with long-term holders focusing on accumulation and ecosystem development while skeptics continue to voice concerns over price stagnation and lack of official project updates.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is trending as investors weigh a strong earnings beat against persistent stock price volatility and institutional control concerns. While bulls point to record revenue and aggressive market share gains as indicators of long-term undervaluation, bears continue to highlight margin pressures and competitive dynamics as ongoing risks.

ARK ETF Trust - ARK Innovation ETF

ARK Innovation ETF

ARKK is currently trending as traders and institutions monitor its recent stabilization at key technical support levels, with ongoing discussions centered on whether Cathie Wood's high-beta innovation basket will capitalize on shifting macro liquidity or remain under pressure. Community sentiment remains deeply divided, featuring a mix of sharp criticism over long-term underperformance compared to benchmark indices and bullish support from traders betting on a structural breakout in speculative technology.

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<ul class="summary-bullets"><li>The agency explicitly stated that the trial’s current primary endpoint is “not an appropriate endpoint to demonstrate efficacy.”</li><li>As a result, the FDA no longer considers the study to be “pivotal.”</li><li>Top-line data from the 40-patient randomized, controlled study are still expected in August 2026.</li></ul> Longeveron Inc. (LGVN) shares fell 4% in after-hours trading on Friday after the U.S. Food and Drug Administration expressed reservations on the trial design for its cell therapy laromestrocel.Longeveron announced that it held a meeting with the FDA in late March 2026 to discuss the ongoing mid-stage trial of its investigational cell therapy laromestrocel in infants with hypoplastic left heart syndrome (HLHS), a severe, rare congenital heart defect where the left side of a baby's heart is severely underdeveloped and cannot properly pump blood to the body. Though the firm called the meeting ‘constructive’, investors seem more focused on the agency’s reservations about the trial’s design and its potential to support approval.<h2 class="st-heading-2">Meeting Outcomes</h2>The FDA acknowledged that HLHS is a rare, life-threatening congenital heart defect with “significant morbidity and mortality” and a high unmet medical need. However, the agency explicitly stated that the trial’s current primary endpoint is “not an appropriate endpoint to demonstrate efficacy.”Longeveron said it agreed with the FDA’s assessment that the endpoint alone is insufficient. Though the company had hoped to discuss alternative or composite endpoints, the FDA indicated it could not agree to a new primary endpoint while the trial is still ongoing, it said.As a result, the FDA no longer considers the study to be “pivotal” — a designation the agency had previously discussed with the company.The release noted that the FDA is “willing to meet with Longeveron again when the ongoing ELPIS II study is completed to discuss the study results and align on a potential path forward.” Top-line data from the 40-patient randomized, controlled study are still expected in August 2026The agency emphasized that only the most objective clinical measures — all-cause mortality, cardiac transplant-free survival, events of cardiac transplantation, and well-defined major adverse cardiac events (MACE) — would be considered informative for efficacy. Longeveron said it is already capturing those endpoints, along with additional supportive measures.The company plans to submit a revised plan featuring a composite primary endpoint and secondary endpoints for FDA review. It remains “optimistic” that the full dataset, combined with other evidence, will still support an application filing after the August readout.<h2 class="st-heading-2">How Did LGVN Retail Traders React?</h2>On Stocktwits, retail sentiment around LGVN stock improved from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume increased from ‘low’ to ‘normal’ levels.A Stocktwits user said that they will take their loss with the company.<stembedurl>https://www.stocktwits.com/Dorps332/message/652803025</stembedurl>Another highlighted the negative takeaways from the meeting.<stembedurl>https://www.stocktwits.com/Biotech_Pharma_Investor/message/652802598</stembedurl><a href="https://stocktwits.com/symbol/LGVN">LGVN stock</a> has fallen 43% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/mrna-stock-clocks-best-day-in-over-two-months-on-early-stage-hantavirus-vaccine-research/cZX2zB5Rego">MRNA Stock Clocks Best Day In Over Two Months On Early-Stage Hantavirus Vaccine Research</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Longeveron, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on January 3, 2025. (Photo Illustration by Jaque Silva/NurPhoto via Getty Images)

LGVN Stock Slips After Hours As FDA Flags Concerns On Rare Heart Defect Trial Design

Though the firm called the meeting ‘constructive’, investors seem more focused on the agency’s reservations about the laromestrocel trial’s design and its potential to support approval.

Equity

<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.

<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>Intrator stated that CoreWeave remains confident in its revenue and operating margin forecasts for 2026.</li><li>He added that investors will see an inflection point in the company’s business in the third and fourth quarters of this year.</li><li>Intrator also stated that CoreWeave’s customers are returning for additional resources, with the neocloud provider facing a wall of demand.</li></ul>CoreWeave Inc. (CRWV) CEO Michael Intrator on Friday downplayed concerns around the company’s higher-than-expected loss in the first quarter.During an interview with CNBC, Intrator highlighted that the higher first-quarter (Q1) loss was largely due to the company's growth rate.“I think it’s important when you’re looking at our financial statements to kinda make sure that you’re not over-indexing to any one particular number and you’re looking at what we’re building,” he said.Intrator added that the loss was largely driven by a Generally Accepted Accounting Principles (GAAP) tax impact, not by weakness in the core business, which continues to grow and scale.“It is not a function of the unit-level economics that you’re seeing as we continue to build and scale the business, and the leverage that you’re going to see that you didn’t see this quarter has a lot to do with the rate at which we’re growing,” he said.<a href="https://stocktwits.com/symbol/CRWV">CoreWeave shares</a> were down nearly 11% in Friday morning’s trade.<h2 class="st-heading-2">Intrator Says CRWV Business Continues To Grow</h2>Intrator added that the Q1 loss was largely driven by a Generally Accepted Accounting Principles (GAAP) tax impact, not by weakness in the core business, which continues to grow and scale.“It is not a function of the unit-level economics that you’re seeing as we continue to build and scale the business, and the leverage that you’re going to see that you didn’t see this quarter has a lot to do with the rate at which we’re growing,” he said.Intrator stated that CoreWeave remains confident in its revenue and operating margin forecasts for 2026.“There is no part of this that surprised us. We understand the physical ramp associated with bringing compute to the market,” he said, while adding that investors will see an inflection point in the company’s business in the third and fourth quarters of this year.<h2 class="st-heading-2">CRWV Customers Coming Back For More, Says Intrator</h2>Intrator added that CoreWeave’s customers are returning for additional resources, with the neocloud provider facing a wall of demand.“They’re talking about this incredible demand that we’re seeing… we’re getting hit by this wall of demand from our existing customers that are coming back to us and saying, ‘You got the best product, we need more.’ That’s incredibly powerful,” he said.Intrator also stated that new silos of demand are emerging from firms in the financial services industry and from high-frequency trading firms.<h2 class="st-heading-2">CRWV’s Q1 Loss More Than Doubles Year-On-Year</h2>CoreWeave reported a loss of $1.4 per share in Q1 on revenue of $2.08 billion, compared to Wall Street estimates of a loss of $0.91 per share on revenue of $1.98 billion, according to Fiscal.ai data.The company’s net loss during the quarter was $740 million, more than doubling from $315 million in the year-ago period.CoreWeave signed a new $21 billion commitment with Meta Platforms Inc. (META) in March this year, along with a multi-year agreement with Anthropic to support the development and deployment of the Claude family of AI models.<h2 class="st-heading-2">How Did Retail Traders React To CRWV?</h2>Retail sentiment on Stocktwits around CoreWeave trended in the ‘extremely bullish’ territory with message volumes at ‘extremely high’ levels.One user believes the sell-off in CoreWeave is due to the market misreading the company’s results.<stembedurl>https://stocktwits.com/MBAFINANCE/message/652677434</stembedurl><a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> is up 68% year-to-date and 118% over the past 12 months. The Vanguard Total Stock Market Index Fund ETF (VTI) is up 30% over the past 12 months, while the Vanguard Mid-Cap Index Fund ETF (VO) is up 18%.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/fluence-energy-shares-soar-wall-street-rally-isnt-over/cZX2kvwReXy">FLNC Stock Jumps Again As Hyperscaler Agreements Fuel Bullish Calls — Why Analysts Think The Rally Isn’t Over</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Mike Intrator, Chief Executive Officer and founder of CoreWeave, poses for a photo during the company's Initial Public Offering(IPO) at the Nasdaq headquarters on March 28, 2025 in New York City.

CoreWeave CEO Downplays Higher-Than-Expected Q1 Loss — Urges Investors To ‘Look At What We’re Building’

During an interview with CNBC, Intrator highlighted that the higher first-quarter loss was largely due to the company's growth rate.

<ul class="summary-bullets"><li>XYZ stock jumped on Friday after the company posted record first-quarter results and raised full-year 2026 guidance.</li><li>Chief Executive Jack Dorsey said the company is focused on building “proactive” AI products, with Moneybot rolling out across Cash App and Managerbot expanding to more than one million Square sellers.</li><li>Goldman Sachs, Citi, and Keefe Bruyette all raised price targets on XYZ stock following the earnings report.</li></ul>Block Inc. (XYZ) shares surged roughly 10% in pre-market trade on Thursday after the Jack Dorsey-led fintech reported a record-breaking first quarter. Wall Street analysts rushed to raise price targets, but at least one major firm is pushing back on the enthusiasm.The San Francisco-based company, which operates Cash App, Square, and Afterpay, posted adjusted earnings per share (EPS) of $0.85, beating the consensus estimate of $0.68 on Koyfin. Revenue came in at $6.06 billion, just a whisker's gap above the expected $6.03 billion.Block also raised its full-year 2026 guidance, now targeting $12.33 billion in gross profit, representing 19% growth, along with $3.85 in adjusted diluted EPS.<a href="https://stocktwits.com/symbol/XYZ/">XYZ’s stock</a> rose over 10% in pre-market trade, before trimming gains to around 8% at market open. Retail sentiment on Stocktwits around the stock rose to ‘bullish’ from ‘neutral’ territory over the past day. Chatter rose to ‘extremely high’ from ‘high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_08_093427_png_7918f9626d.webp" alt="Screenshot 2026-05-08 093427.png" width="1282" height="144"><figcaption>XYZ retail sentiment and message volume on May 8 as of 8:55 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Wall Street Raises Price Targets After Earnings Beat</h2>Piper Sandler raised its price target to $58 from $51 following the results but kept its ‘Underweight’ rating, the equivalent of a sell recommendation, as per TheFly.The firm stated that Block "certainly picked up operating leverage via its recent restructuring and focus on agentic product development and back office workflows," but said it "remains skeptical of the company's lofty growth targets and the sustainability of recent margin expansion."Meanwhile, Goldman Sachs raised its price target on Block to $95 from $86 and kept a ‘Buy’ rating on the shares. Citi raised its price target to $100 from $85 and also kept a ‘Buy’ rating on XYZ’s stock, while Keefe Bruyette raised its price target to $90 from $85 and kept an ‘Outperform’ rating.The gap between Piper's $58 target and Citi's $100 target reflects a genuine disagreement on Wall Street over Block's AI-driven efficiency gains.&nbsp;<h2 class="st-heading-2">Jack Dorsey’s Bet On AI</h2>In the shareholder letter, Dorsey said the company is focused on building AI products that move beyond basic assistants. “Most AI products today are assistants or advisors: a human asks, AI answers,” Dorsey wrote. “We think the next step is AI that is proactive.”Cash App now includes “Moneybot,” while “Managerbot” is being deployed to more than one million Square sellers ahead of a broader U.S. rollout expected in June. According to Block, early engagement metrics showed Cash App users were five times more likely to return to Moneybot after taking a recommended action, while sellers who interacted with Managerbot sessions driven by insights returned at rates 33% higher than those of normal users.“You can imagine setting up agentic commerce and agents to purchase things on your behalf from your vendors because it's either on a regular basis or it's triggered by certain inventory or certain demand or certain trends,” Dorsey said.Beyond AI, monthly transacting actives on Cash App rose 4% year over year to 59 million users, while Primary Banking Actives increased 18% to 9.7 million. Inflows per transacting active climbed 10% to $1,494.<h2 class="st-heading-2">Bitcoin Weighs On Block’s Balance Sheet</h2>Despite the strong operational quarter, cryptocurrency-related accounting losses weighed on Block’s bottom line. The company recorded a $173 million Bitcoin remeasurement loss during the quarter.Block also continued expanding its Bitcoin-related services despite softer crypto trading activity. The company reduced Bitcoin transaction fees and expanded Square Bitcoin payments into retail and service businesses.The company framed the fee cuts as part of a broader strategy to make Block more competitive in digital asset payments. Business Lead Owen Jennings said on the earnings call that the company aims to become “the simplest, cheapest and most accessible platform out there” for Bitcoin users.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> fell 1.45% in the last 24 hours to around $79,600, dipping below its key support level of $80,000. Retail sentiment around the apex cryptocurrency on Stocktwits continued to trend in ‘bullish’ territory over the past day, accompanied by ‘high’ levels of chatter.Read also:&nbsp;<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

Jack Dorsey creator, co-founder, and Chairman of Twitter and co-founder & CEO of Square speaks on stage at the Bitcoin 2021 Convention on June 04, 2021 in Miami, Florida. 

XYZ Stock Surges On Price Target Hikes After Earnings Beat, Guidance Raise – But One Analyst Remains 'Skeptical' 

Piper Sandler raised its price target on Block but maintained an ‘Underweight’ rating, questioning whether recent margin expansion can be sustained.

XYZ Stock Jumps After Block's Record Quarter, But One Analyst Remains 'Skeptical' 

Cryptocurrency

<ul class="summary-bullets"><li>TeraWulf reported that high-performance computing revenue exceeded Bitcoin mining revenue for the first time in company history.</li><li>HPC lease revenue from Core42 accounted for roughly 62% of total first-quarter revenue.</li><li>Retail traders on Stocktwits remained ‘bullish’ on WULF despite the earnings miss and early share price decline.</li></ul>Shares of TeraWulf (WULF) swung between losses and gains in early-morning trade on Friday, after reporting an earnings miss, but its data center business now accounted for a larger share of revenue than its Bitcoin (BTC) mining business.&nbsp;TeraWulf had zero revenue from high-performance computing (HPC) a year ago. In the first quarter (Q1) of 2026, the company said HPC lease revenue from Core42 accounted for $21 million of its $34 million in total revenue. This means 62% of TeraWulf’s revenue now comes from its pivot toward data center infrastructure.&nbsp;Digital asset revenue, meanwhile, collapsed to $13 million from $34.4 million year-over-year (YoY). Total revenue remained flat, but beat Wall Street’s estimate of $33 million, according to Koyfin data. Loss per share of $1.01 came in worse than the $0.23 loss per share expected by analysts.<blockquote>"We entered the year with a fully established platform — sites, contracts, and capital — and are now converting that foundation into operating performance and recurring revenue."– Paul Prager, Chief Executive, TeraWulf</blockquote><h2 class="st-heading-2">&nbsp;WULF Stock Swings After Earnings Miss</h2>The net loss for the quarter was $427.7 million. Nearly half of that was a non-cash mark-to-market charge on warrant liabilities, which have ballooned to over $1 billion on the balance sheet as the stock has risen.&nbsp;<a href="https://stocktwits.com/symbol/WULF/">WULF’s stock</a> dropped as much as 3.5% in pre-market trade, then gained almost 1.7% closer to&nbsp;market&nbsp;open. It was among the top trending tickers on Stocktwits at the time of writing. Retail sentiment on the platform around the company trended in ‘bullish’ territory, accompanied by ‘high’ levels of chatter.&nbsp;Retail traders on Stocktwits shrugged off the early dip in share price.<stembedurl>https://www.stocktwits.com/M00nM00/message/652709178</stembedurl><stembedurl>https://www.stocktwits.com/Grindinater/message/652708883</stembedurl><h2 class="st-heading-2">TeraWulf’s Cost Structure Changes Amid Shift From Bitcoin Mining</h2>The margins after TeraWulf’s pivot to data center infrastructure from Bitcoin mining show cost structures improving quite dramatically. In Q1 of 2025, TeraWulf spent $24.6 million in cost of revenue to generate $34.4 million in digital asset revenue. Over the past quarter, it spent $2.4 million against $34 million in revenue."We expect the business to be increasingly driven by recurring, contracted revenue, reducing exposure to the volatility historically associated with bitcoin mining," said Chief Financial Officer Patrick Fleury.<h2 class="st-heading-2">TeraWulf’s AI Infrastructure Push Accelerates</h2>At the end of Q1, the company said it had 60 megawatts of critical IT capacity energized and generating revenue for Core42, the Abu Dhabi-based AI infrastructure company backed by G42, at its Lake Mariner campus in New York. The facility is one of the biggest in North America by power capacity.&nbsp;It also said that construction of a third building, CB-3, was nearing completion at quarter-end, with energization aligned with customer hardware deployment. Two additional buildings — CB-4 and CB-5 — remain on schedule for delivery later in 2026.&nbsp;TeraWulf added that it's coordinating infrastructure delivery with Fluidstack, a compute platform that connects enterprise AI workloads to data center capacity globally, and Google (GOOG/GOOGL), to deploy at Lake Mariner.WULF’s share price has more than doubled this year and gained nearly 650% over the past 12 months.&nbsp;Read also:&nbsp;<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 TeraWulf (Tera Wulf) logo is seen displayed on a smartphone screen.

Why Is WULF Stock On Retail Radar Today? TeraWulf Just Flipped Its Revenue Mix – HPC Now Outearns Bitcoin Mining

Over 62% of TeraWulf’s revenue now comes from its pivot towards data center infrastructure, with Core42, Fluidstack, and Google in the tenant mix

WULF Stock Swings After Earnings Miss – TeraWulf’s HPC Revenue Overtakes Bitcoin Mining

Over 62% of TeraWulf’s revenue now comes from its pivot towards data center infrastructure, with Core42, Fluidstack, and Google in the tenant mix


<ul class="summary-bullets"><li>Akamai CEO Tom Leighton announced during the first-quarter earnings call that this is the largest customer deal in the company’s history.</li><li>It comes on the heels of a $200 million deal announced by the company in February this year with a major U.S.-based technology company.</li><li>Leighton said Akamai’s growing customer base is only the beginning, with a rapidly expanding pipeline that includes major AI infrastructure prospects.</li></ul>Shares of Akamai Technologies Inc. (AKAM) were on track for the best single-day gains in more than 22 years, with the stock on track to open at the highest levels since the peak of the dot-com era.<figure class="image"><img src="https://news.stocktwits-cdn.com/AKAM_stock_jpg_238275b0e1.webp" alt="AKAM stock.jpg" width="1495" height="856"><figcaption>Source: TradingView</figcaption></figure>This comes after Akamai announced that it had secured a $1.8 billion commitment from a leading frontier model provider over seven years for its cloud infrastructure services.Akamai shares were up nearly 30% in Friday’s pre-market trade.<h2 class="st-heading-2">Largest Customer Deal In AKAM History</h2>Akamai CEO Tom Leighton announced during the company’s first-quarter (Q1) earnings call that the $1.8 billion deal is the largest one in its history. It comes on the heels of a $200 million deal announced by the company in February this year with a major U.S.-based technology company.“These leaders in AI have chosen Akamai because their AI workloads need the scale, performance, and reliability that our cloud platform provides. Many other enterprises have chosen Akamai for similar reasons,” Leighton said.He added that by integrating Nvidia AI infrastructure into Akamai’s distributed platform, the company aims to move AI beyond isolated factories toward a unified inference grid. Leighton also highlighted that this will reduce the latency and costs for its customers, allowing them to run complex models within milliseconds.<h2 class="st-heading-2">Just The Beginning, Says AKAM CEO</h2>Leighton added that the company’s expanding customer base is just the beginning, noting that Akamai has a large and rapidly expanding pipeline of prospects, including some with major AI infrastructure requirements.He stated that Akamai was selected by a U.S.-based AI company to power its voice-first business solution, while an Indian AI video platform adopted it to scale analytics and computer vision workloads.Meanwhile, a U.S. consumer AI company and an Indian AI commerce firm selected Akamai’s cloud and distributed inference platform for personalized agents and ad targeting, respectively, Leighton said.He also stated that two global retail brands adopted Akamai’s distributed data capabilities to improve the performance and resilience of their online applications.<h2 class="st-heading-2">AKAM’s Q1 At A Glance</h2>Akamai reported Q1 earnings per share (EPS) of $1.61 on revenue of $1.074 billion, edging past Wall Street estimates of an EPS of $1.6 on revenue of $1.072 billion, according to Fiscal.ai data.The company guided EPS of $1.45 to $1.65 in the second quarter (Q2), with revenue of $1.075 billion to $1.1 billion.Analysts at KeyBanc raised their price target for Akamai to $195 from $120 while keeping an ‘Overweight’ rating. The firm cited Akamai’s expansion of its inference revenue base as the basis for its optimistic outlook, stating that it will be the dominant theme of the company’s financials in the coming years.<h2 class="st-heading-2">How Did Retail Traders React To AKAM?</h2>Retail sentiment on Stocktwits around Akamai trended in the ‘extremely bullish’ territory, with message volumes at ‘high’ levels at the time of writing.<a href="https://stocktwits.com/symbol/AKAM">AKAM stock</a> is up 34% year-to-date and 41% over the past 12 months. The S&amp;P 500 ETF (SPY) and the Vanguard Total Stock Market Index Fund ETF (VTI) are up 30% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/paul-tudor-jones-chatgpt-claude-code-apple-microsoft-ai-trade-how-much-time/cZXbgqaReQE">Paul Tudor Jones Draws Apple II Parallel For ChatGPT, Claude Code — Says AI Trade Still Has Runway</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

AKAM's Record AI Cloud Deal Sparks Biggest Rally In Over 22 Years — But CEO Says There’s More Coming

This follows Akamai's announcement that it secured a $1.8 billion commitment from a leading frontier model provider over 7 years for its cloud infrastructure services.

<ul class="summary-bullets"><li>Rocket Lab secured a $30 million HASTE hypersonic test contract with Anduril Industries.</li><li>It further acquired California-based robotics firm Motiv Space Systems to boost vertical integration for Neutron and satellite programs.</li><li>The announcements capped a strong Q1 2026, with record revenue of $200.3 million, beating estimates.</li></ul> Shares of Rocket Lab USA (RKLB) rose sharply in after-hours trading on Thursday, climbing about 4% after the rocket launch service provider announced a sweeping set of contract wins, an acquisition, and first-quarter revenue that beat Wall Street estimates.<h2 class="st-heading-2">Contract Wins</h2>The biggest announcement was Rocket Lab’s largest launch contract win in its history. A confidential customer booked five dedicated missions on its Neutron rocket and three dedicated missions on its small -sat Electron rocket, spanning 2026–2029, the company said. The deal pushed the company’s total launch manifest above 70 missions and lifted its backlog to over $2.2 billion.The company also disclosed a $30 million multi-launch HASTE hypersonic test contract with defense tech firm Anduril Industries for three missions from Virginia, with the first flight scheduled within 12 months. HASTE is a suborbital testbed launch vehicle derived from Rocket Lab's Electron rocket.<h2 class="st-heading-2">Motiv Space Systems Acquisition</h2>Separately, Rocket Lab signed a definitive agreement to acquire Motiv Space Systems, a California-based company working in space robotics and precision mechanisms whose solar array drives flew on NASA’s Mars Perseverance rover. The deal, expected to close in Q2, will deepen vertical integration for both Neutron and satellite programs, the company said.<h2 class="st-heading-2">RKLB Q1 Snapshot</h2>The announcements capped a strong first-quarter 2026 performance. Revenue reached a record $200.3 million, up 63.5% year-over-year, and beating an analyst estimate of $189.41 million. Diluted loss per share came in at $0.07, compared to a Wall Street estimate of a loss of $0.04.Rocket Lab reaffirmed strong momentum toward Neutron’s debut launch later this year and guided Q2 revenue to $225–$240 million, above an estimated $205.18 million. However, adjusted core loss is expected to be between $20 million and $26 million was higher than the $15.14 million expected by Wall Street.<h2 class="st-heading-2">How Did RKLB Retail Traders React?</h2>On Stocktwits, retail sentiment around RKLB stock rose from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume increased from ‘normal’ to ‘high’ levels.A Stocktwits user termed RKLB one of the greatest investments in their lifetime.<stembedurl>https://www.stocktwits.com/RedWaveUSA/message/652666924</stembedurl>Another user, however, opined that the stock is overvalued. &nbsp;<stembedurl>https://www.stocktwits.com/Fergus20/message/652666312</stembedurl><a href="https://stocktwits.com/symbol/RKLB">RKLB stock</a> has more than tripled over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/gild-stock-slips-after-hours-on-sharp-earnings-guidance-hit-from-massive-m-and-a-spree/cZXbp7PReQp">GILD Stock Slips After Hours On Sharp Earnings Guidance Hit From Massive M&amp;A Spree</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Rocket Lab logo is displayed on a smartphone screen. (Photo by Cheng Xin/Getty Images)

RKLB Stock Jumps After Hours On Record $2.2B Backlog And Biggest Launch Deal Ever 

Rocket Lab said that a confidential customer booked five dedicated missions on its Neutron rocket and three dedicated missions on its small -sat Electron rocket, spanning 2026–2029. 

<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. 

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