Brian Moller is a self-described “master threader.”
Since Meta debuted Instagram Threads a day after the July 4 holiday, the radio personality and comedian, whose stage name is B Mo the Prince, has been cracking jokes and playfully bantering with other early adopters of the Twitter clone. In the past week, he’s made several quips about his new Threads compulsion taking precedence over certain life necessities, like sleep.
Moller has spent the last few years building an expansive presence on social media sites like TikTok, Instagram and YouTube as a creator of short comedy sketches, making fun of Gen Z and millennials and how they perceive one another. He now has roughly 3 million followers across social media and online video platforms.
The one major app that’s eluded him: Twitter.
“The vibe was off,” Moller said, regarding the reception to his jokes and posts about comedy sketches on Twitter. “It’s not really the platform for that.”
Power Instagram users like Moller are a big reason why Threads raced to the top of the downloads charts to become one of the fastest-growing consumer apps ever, topping 100 million users in its first week. With Twitter sputtering due to technical glitches and Elon Musk’s erratic behavior turning away many former loyalists, Meta CEO Mark Zuckerberg pounced on the opportunity to kick a rival while it was down.
The hard part is keeping users.
Threads skyrocketed out of the gate in large part because it was easy for existing Instagram users to create accounts on the new messaging service and connect with their established following. But the app is already showing signs of waning momentum, with online analytics firms Sensor Tower and Similarweb reporting a drop in engagement.
Moller is exploring how Threads could become a central service to his online existence and a potential avenue for reaching a bigger audience. He’s hoping that Threads has staying power and that people will continue to open the app throughout the day to engage with his jokes and other forms of entertainment.
Earlier this week, Meta rolled out its first big update to Threads, adding features that make it easier to see followers and a translate button so users can read text in other languages.
Still, Threads lacks key enhancements that could help creators build their audiences on the app beyond their existing Instagram following, said Caspar Lee, whose YouTube channel has more than 6.6 million subscribers. There’s not even a website for users to access via desktop.
“Threads is the really good looking new kid in class that everyone wants to talk to,” said Lee, who also has a venture firm and is co-founder of marketing firm Influencer. “Then over the next few weeks they got to work out whether there’s anything more to them.”
Currently, Threads users are unable to search for topics or hashtags that represent hot topics. The feed is algorithmic, based on who a user follows and content recommended by Instagram. There’s a feel of randomness and unorganized chaos to it. You’re not really part of a conversation.
“That’s a big thing that’s on Twitter, that’s on TikTok and YouTube, that you can jump on a topic, trend and you can get loads of people following you and consuming your content,” Lee said. “It’s going to be interesting to see if people can go from the initial boost they had in the first few days to a continuous growth in the next few months.”
The nicer Twitter
Instagram executives have started by positioning Threads as a kinder alternative to Twitter, discouraging chatter about news and politics and focusing more on entertainment and lifestyle content. Adam Mosseri, the head of Instagram, said Threads can cater to people interested in topics like fashion, sports, music and beauty who have never found like-minded communities on Twitter.
Conflict is a major draw on Twitter, which is often used by high-profile politicians to tout their views and slam those of their rivals.
Lee even created a popular YouTube video five years ago in which he read “mean tweets” with comedian Jack Whitehall. The video has been viewed more than 1 million times.
Moller said he finds Threads to be more welcoming than Twitter and enjoys being able to scroll through and post without having to engage in real-time arguments. One of the few things he does on Twitter is read about sports. Even then, comments can be “so argumentative” that they’re off-putting, he said, adding that the combative nature of discussions has only increased since Musk acquired the company late last year.
Threads, at least so far, “doesn’t have the same vitriol,” he said.
Thilina Kaluthotage | Nurphoto | Getty Images
Marcel Floruss, a fashion influencer with over 580,000 Instagram followers and more than 1 million YouTube subscribers, says it was a “smart move” for Meta to try capturing disillusioned Twitter users as well as people who have have deserted the app.
However, he’s still trying to understand how Threads can help him. Floruss built an influencer career by giving fashion advice and tips, and he never found a way to “offer any value on Twitter,” which he says is more for news, live events and politics.
On Stories, Instagram’s time-limited messaging tool that’s akin to Snapchat, Floruss can share tips along with photos. He also creates content for TikTok, Instagram’s short-video service Reels, Snapchat and YouTube. Floruss said he’s going to “play around” with Threads, but he’s not ready to make it a priority given how much time he spends elsewhere.
“The potential benefit is outweighed by the amount of work that I feel like I need to put in,” he said.
Floruss isn’t alone in taking a wait-and-see approach.
Chas Lacaillade, CEO of influencer talent agency Bottle Rocket Management, said many of his creator clients are holding off with Threads until the app shows it can be a place that can bolster their careers.
“They aren’t looking to go zero to 100 miles on this other thing,” Lacaillade said. “It’s so important not to discredit what you got in search of something that is unproven or is the flavor of the month.”
Creators, Lacaillade said, would rather spend their time deepening existing relationships instead of working on a new social media service that could quickly lose steam.
Threads “had this really splashy entrance,” Lacaillade said. The true test, he said, will be Meta’s ability to find sustained momentum.
As it stands now, creators don’t have a way to monetize their presence on Threads. There’s no advertising, so brands aren’t looking for influencer partners, and it’s not clear if Threads can turn into a channel to help them steer people to sites where they can sell merchandise or promote their Patreon pages, he said.
A Meta spokesperson said in an email that the company’s priority “is to build consumer value first and foremost” in order “to explore how to build business value in a way that doesn’t compromise the consumer experience.”
The spokesperson also pointed to Mosseri’s previous public statements describing how Instagram “has been entirely focused on keeping the lights on and fixing bugs, but we’re starting to priorite the obvious missing features, like a following feed, the edit button, and post search.”
‘Starving for regular monetization’
Creators say YouTube remains the No. 1 outlet for influencers to build lasting careers.
“What other platform outside of YouTube has the ability to keep you or any viewer interested for longer than 30 seconds?” Floruss said. “You have the attention of people that’s worth a lot of money to advertisers.”
While Twitter struggles with advertisers, the site is trying to gain relevance among creators. The company recently began paying some verified users when ads are served in their conversations. That could entice some people to use Twitter over Threads, said Tameka Bazile, who works in artist relations and marketing at Time.
Bazile noted that some Twitter users have posted that they’ve received payments as high as $35,000, and she said that could be an attractive way to draw in “micro-influencers” or “nano-influencers,” who lack big audiences but have established some name recognition in certain communities.
“The creator economy is starving for regular monetization,” she said.
Twitter hasn’t revealed some important details of how it’s paying certain creators like the percentage revenue share they’re getting from ads, industry experts said.
Brendan Gahan, a partner and chief social officer at ad agency Mekanism, said Twitter’s system needs some transparency.
“It feels like right now Twitter has just granted a bunch of random accounts,” Gahan said.
Twitter didn’t provide a comment for this story.
Sasha Kaletsky, co-founder and managing partner of Creator Ventures, said in an email that it’s “almost impossible” for Twitter’s recent influencer payment plans to compete with brand deals from Instagram or YouTube.
Like with Threads, creators will wait to see how Twitter works for their peers before “spending much more time making content there,” Kaletsky said.
Marketing influencer Jack Appleby said his income is derived from a mix of brand sponsorships on platforms like Twitter and LinkedIn and his own newsletter as well as from speaking engagements.
For Threads to become important to creators, Appleby said the app needs to have better analytics so they can measure engagement and prove to brands that they have reach.
Appleby likes how Threads allows for posts to be up to 500 characters, which he said lets him write more complete thoughts. Tweets max out at 280 characters, except for paying subscribers, who can write messages with up to 25,000 characters. Appleby said he definitely doesn’t need that much space.
“My hope is that Threads allows us to like be a little more human,” he said.
As for Moller, the comedian, he’s hoping Threads continues to feel playful and fun. With time and some clever features, perhaps the engagement will be strong enough that it can help his entertainment career.
“This came along, and I was like, I’m sure Zuckerberg is not putting out something half-assed,” he said.
The S & P 500 ran into a brick wall Friday and finished the week lower, just one day after closing at a record high. The rotation out of tech stocks, which supported the Dow , was on full display. The across-the-board rally on Wednesday after the Federal Reserve cut interest rates for the third time this year was long forgotten. .SPX .IXIC,.DJI 5D mountain S & P 500, Nasdaq and Dow last week For the week, the broad-market S & P 500 lost roughly 0.6%, while the tech-heavy Nasdaq fell 1.6%, breaking a two-week win streak. The sector shuffle that made materials, financials, and industrials weekly winners — and communications services and information technology weekly losers — pushed the Dow 1% higher last week, its third consecutive weekly gain. Despite December historically being a strong month, the S & P 500 and Nasdaq are down 0.3% and 0.7%, respectively. The Dow is up nearly 1.6%. Perhaps the big man will bail out Wall Street. The so-called Santa Claus rally , a seasonal pattern that occurs in the final five trading days of the year and the first two of the new year, would begin on Dec. 19. Until then, here are four significant moments that drove the market last week. 1. Broad(com) worries Friday’s market was slammed by tech selling, led by Broadcom ‘s 11.5% plunge. The chipmaker’s quarterly beat and raise on Thursday were overshadowed by misinterpreted remarks from management during the earnings call. The Broadcom hit stoked AI-stock valuation worries that have been simmering. During the sell-off on Friday morning, Jim Cramer said the custom chipmaker’s business was “on fire,” and that the decline could be a buying opportunity. Broadcom was our worst performer of the week, followed by Meta Platforms and Nvidia . 2. Tarnished Oracle The second session sell-off of Oracle on Friday didn’t help. The stock was crushed nearly 11% on Thursday following a quarterly sales miss, a disappointing guidance update, and an increased spending outlook. The magnitude of the stock decline was compounded by what management did not address on Wednesday evening’s conference call: OpenAI’s ability to fulfill its massive commitments to purchase AI computing power from Oracle. On Friday, shares sank another 4.5% after Bloomberg reported that Oracle was pushing back the completion dates for some data centers it is completing for OpenAI. Oracle pushed back , asserting “all milestones remain on track.” 3. Nvidia gets China OK While Nvidia caught shrapnel from AI trade worries, the all-purpose artificial intelligence chip king received long-awaited good news last week. After Monday’s close, President Donald Trump said on social media that Nvidia will be allowed to ship its second-best H200 chips to “approved customers in China,” and the U.S. government would take a 25% cut. Nvidia reached a deal in August with the U.S. government to provide 15% of made-for-China, throttled-down H20 sales in exchange for export licenses. It turns out China did not want the H20s. The question of whether China will want H200s was debated all week. 4. Powerful guidance On the industrial side of the AI trade, GE Vernova was our top performer despite Friday’s 4.6% decline. The energy equipment company, whose products and services help power AI data centers, closed at a record high Wednesday on incredibly positive guidance all the way out to fiscal 2028. CEO Scott Strazik, on CNBC, amplified the compelling near- and long-term growth story that management outlined at Tuesday evening’s investor meeting. On Wednesday, we raised our GE Vernova price target to $800 per share from $700, and reiterated our buy-equivalent 1 rating. The Honeywell spinoff, Solstice Advanced Materials , and Dover were also weekly winners. (Jim Cramer’s Charitable Trust is long AVOG, META, NVDA, GEV, SOLS, DOV. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
Oracle CEO Clay Magouyrk appears on a media tour of the Stargate AI data center in Abilene, Texas, on Sept. 23, 2025.
Kyle Grillot | Bloomberg | Getty Images
Oracle on Friday pushed back against a report that said the company will complete data centers for OpenAI, one of its major customers, in 2028, rather than 2027.
The delay is due to a shortage of labor and materials, according to the Friday report from Bloomberg, which cited unnamed people. Oracle shares fell to a session low of $185.98, down 6.5% from Thursday’s close.
“Site selection and delivery timelines were established in close coordination with OpenAI following execution of the agreement and were jointly agreed,” an Oracle spokesperson said in an email to CNBC. “There have been no delays to any sites required to meet our contractual commitments, and all milestones remain on track.”
The Oracle spokesperson did not specify a timeline for turning on cloud computing infrastructure for OpenAI. In September, OpenAI said it had a partnership with Oracle worth more than $300 billion over the next five years.
“We have a good relationship with OpenAI,” Clay Magouyrk, one of Oracle’s two newly appointed CEOs, said at an October analyst meeting.
Doing business with OpenAI is relatively new to 48-year-old Oracle. Historically, Oracle grew through sales of its database software and business applications. Its cloud infrastructure business now contributes over one-fourth of revenue, although Oracle remains a smaller hyperscaler than Amazon, Microsoft and Google.
OpenAI has also made commitments to other companies as it looks to meet expected capacity needs.
In September, Nvidia said it had signed a letter of intent with OpenAI to deploy at least 10 gigawatts of Nvidia equipment for the San Francisco artificial intelligence startup. The first phase of that project is expected in the second half of 2026.
Nvidia and OpenAI said in a September statement that they “look forward to finalizing the details of this new phase of strategic partnership in the coming weeks.”
But no announcement has come yet.
In a November filing, Nvidia said “there is no assurance that we will enter into definitive agreements with respect to the OpenAI opportunity.”
OpenAI has historically relied on Nvidia graphics processing units to operate ChatGPT and other products, and now it’s also looking at designing custom chips in a collaboration with Broadcom.
On Thursday, Broadcom CEO Hock Tan laid out a timeline for the OpenAI work, which was announced in October. Broadcom and OpenAI said they had signed a term sheet.
“It’s more like 2027, 2028, 2029, 10 gigawatts, that was the OpenAI discussion,” Tan said on Broadcom’s earnings call. “And that’s, I call it, an agreement, an alignment of where we’re headed with respect to a very respected and valued customer, OpenAI. But we do not expect much in 2026.”
“This is the wrong approach — and most likely illegal,” Sen. Amy Klobuchar, D-Minn., said in a post on X Thursday.
“We need a strong federal safety standard, but we should not remove the few protections Americans currently have from the downsides of AI,” Klobuchar said.
Trump’s executive order directs Attorney General Pam Bondi to create a task force to challenge state laws regulating AI.
The Commerce Department was also directed to identify “onerous” state regulations aimed at AI.
The order is a win for tech companies such as OpenAI and Google and the venture firm Andreessen Horowitz, which have all lobbied against state regulations they view as burdensome.
It follows a push by some Republicans in Congress to impose a moratorium on state AI laws. A recent plan to tack on that moratorium to the National Defense Authorization Act was scuttled.
Collin McCune, head of government affairs at Andreessen Horowitz, celebrated Trump’s order, calling it “an important first step” to boost American competition and innovation. But McCune urged Congress to codify a national AI framework.
“States have an important role in addressing harms and protecting people, but they can’t provide the long-term clarity or national direction that only Congress can deliver,” McCune said in a statement.
Sriram Krishnan, a White House AI advisor and former general partner at Andreessen Horowitz, during an interview Friday on CNBC’s “Squawk Box,” said that Trump is was looking to partner with Congress to pass such legislation.
“The White House is now taking a firm stance where we want to push back on ‘doomer’ laws that exist in a bunch of states around the country,” Krishnan said.
He also said that the goal of the executive order is to give the White House tools to go after state laws that it believes make America less competitive, such as recently passed legislation in Democratic-led states like California and Colorado.
The White House will not use the executive order to target state laws that protect the safety of children, Krishnan said.
Robert Weissman, co-president of the consumer advocacy group Public Citizen, called Trump’s order “mostly bluster” and said the president “cannot unilaterally preempt state law.”
“We expect the EO to be challenged in court and defeated,” Weissman said in a statement. “In the meantime, states should continue their efforts to protect their residents from the mounting dangers of unregulated AI.”
Weissman said about the order, “This reward to Big Tech is a disgraceful invitation to reckless behavior by the world’s largest corporations and a complete override of the federalist principles that Trump and MAGA claim to venerate.”
In the short term, the order could affect a handful of states that have already passed legislation targeting AI. The order says that states whose laws are considered onerous could lose federal funding.
One Colorado law, set to take effect in June, will require AI developers to protect consumers from reasonably foreseeable risks of algorithmic discrimination.
Some say Trump’s order will have no real impact on that law or other state regulations.
“I’m pretty much ignoring it, because an executive order cannot tell a state what to do,” said Colorado state Rep. Brianna Titone, a Democrat who co-sponsored the anti-discrimination law.
In California, Gov. Gavin Newsom recently signed a law that, starting in January, will require major AI companies to publicly disclose their safety protocols.
That law’s author, state Sen. Scott Wiener, said that Trump’s stated goal of having the United States dominate the AI sector is undercut by his recent moves.
“Of course, he just authorized chip sales to China & Saudi Arabia: the exact opposite of ensuring U.S. dominance,” Wiener wrote in an X post on Thursday night. The Bay Area Democrat is seeking to succeed Speaker-emerita Nancy Pelosi in the U.S. House of Representatives.
Trump on Monday said he will Nvidia to sell its advanced H200 chips to “approved customers” in China, provided that U.S. gets a 25% cut of revenues.