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Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer is trending following news of its acquisition of Metsera, a weight-loss drug developer, for a potential $7.3 billion. While some see this as a strategic move to enter the growing obesity market, others question the timing and price, noting the competitive landscape. The community is actively discussing the implications for Pfizer's pipeline, potential competition with other GLP-1 drugs, and whether this will finally boost the undervalued stock.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy ($BE) is trending due to growing optimism surrounding its role in powering AI data centers, with the community discussing the potential for significant growth and high price targets. A recent application for fuel cells to power a large power plant in Wyoming, along with comments from the Energy Secretary about hydrogen's role in powering the grid, are driving bullish sentiment. Community members are noting the stock's momentum and discussing potential short squeezes given the high short interest.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is trending downwards, with community members discussing the impact of prediction markets and increased competition from platforms like Kalshi and Robinhood. Some traders are speculating about potential support levels and whether the company will adapt its strategy. Despite the bearish sentiment, some investors see the dip as a buying opportunity, citing the company's strong position in the sports betting sector.

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

Weedcoin

Weedcoin is trending as the community rallies around its vision of linking crypto with cannabis culture, emphasizing freedom and growth within the digital space. Discussions highlight its potential as a culture coin, with community members sharing positive sentiments and links to purchase on Pump.fun and Dexscreener. The coin is also drawing attention for its association with the broader cannabis sector.

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 following news of partnerships with Nvidia, OpenAI, Snowflake, and Google, sparking discussions around its agentic automation platform and AI capabilities. The community is weighing the potential impact of these partnerships on UiPath's growth and market position, while also considering factors like high short interest and CEO stock sales. Investors are drawing comparisons to other AI-related stocks and debating whether this news could trigger a significant upward movement.

Draganfly, Inc. engages in the manufacture and sale of commercial unmanned aerial vehicle systems and software serving the public safety, agriculture, industrial inspections, security, mapping, and surveying markets. Its products include quad-copters, fixed wing aircrafts, ground based robots, hand held controllers, and software used for tracking, live streaming, and data collection. The firm also offers custom engineering, training, simulation consulting, as well as data and flight training services. The company was founded by Zenon Dragan and Christine Dragan in 1998 and is headquartered in Saskatoon, Canada.

Draganfly Inc

DPRO is trending due to news of the company being selected by the U.S. Army to supply drone systems, including manufacturing and training support at overseas facilities, though financial terms were not disclosed. The community is discussing the potential impact of this military contract, with some speculating about a possible short squeeze given the stock's high short interest. Bullish sentiment is fueled by the company's position in the growing drone warfare market, while others express concerns about potential offerings.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is trending as investors analyze its potential following a collaboration with Kim Kardashian's SKIMS and ahead of an upcoming earnings report. Community members are weighing the impact of these factors, as well as potential tariff reversals, on the company's growth and market position. Technical analysts are also discussing chart patterns and potential price movements, with both bullish and bearish viewpoints represented.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending as the community discusses its potential following a partnership announcement, with some highlighting its undervalued status and strong buyback program. Despite positive news, skepticism remains around the stock's ability to sustain gains, with traders closely watching key resistance levels. Community members also point to buy-now-pay-later growth and potential partnerships.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

MRK is trending as community members discuss the potential impact of new data and strategic partnerships in the pharmaceutical landscape. Discussions revolve around future growth opportunities amidst evolving market dynamics and Keytruda's patent expiration. Bullish sentiment is driven by potential pipeline developments, while bearish concerns stem from competitive pressures and broader industry trends.

HCM II Acquisition Corp. operates as a blank check company. It was formed for the purpose of entering into a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded on April 4, 2024 and is headquartered in Stamford, CT.

HCM II Acquisition Corp - Ordinary Shares - Class A

HCM II Acquisition Corp.

HCM II Acquisition Corp. ($HOND) is trending due to its upcoming merger with Terrestrial Energy and recent selection by the Department of Energy for its new reactor pilot program, generating excitement around its molten salt reactor technology. The community is comparing $HOND to other nuclear energy companies like $OKLO and speculating on its potential valuation post-merger, with some anticipating significant upside. Some users point to ZipTrader Charlie's coverage as a catalyst for increased interest.

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Pain or Gain Ahead of Apple? ETFs in Focus 

Apple's non-enthusiastic iPhone 17 launch, AI delays and mounting pressure from Xiaomi leave investors weighing ETFs like FTEC, IYW, VGT, XLK and TOPT for any potential rally.

Apple Falls After iPhone 17 Launch: What Lies Ahead for ETFs?

Apple's muted iPhone 17 launch weighs on shares, but ETFs like IYW, FTEC, TOPT, XLK and VGT offer diversified exposure.

Microsoft Corp. (MSFT) stock was among the top five equity trending tickers on Stocktwits early Monday as users discussed the issue that plagued the company’s Azure services after multiple international cables in the Red Sea were cut.On Monday, the company&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://azure.status.microsoft/en-gb/status">said</a>, “Starting at 05:45 UTC on 06 September 2025, network traffic traversing through the Middle East may experience increased latency due to undersea fiber cuts in the Red Sea.”“Network traffic is not interrupted as Microsoft has rerouted traffic through alternate network paths. We do expect higher latency on some traffic that previously traversed through the Middle East.”The company also clarified that the network traffic that does not traverse through the Middle East was not impacted. “We’ll continue to provide daily updates, or sooner if conditions change,” it added.The Satya Nadella-led company did not disclose reasons for the damage to the udersea cables.Microsoft’s Azure is the second biggest public cloud computing provider after Amazon’s AWS.&nbsp;A Bloomberg report&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-06/microsoft-says-azure-service-affected-by-damaged-red-sea-cables?sref&amp;">said</a> Microsoft’s engineering teams were working to mitigate the situation. According to the report, the Red Sea serves as a crucial telecommunications route, connecting Europe, Africa, and Asia via Egypt.&nbsp;&nbsp;It becomes difficult to repair the undersea cables in the region, primarily due to Yemen’s Houthis continuing to attack vessels.&nbsp;On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> remained ‘bullish’ (59/100) as of early Monday, with the message volume at ‘high’ levels.<figure class="image"><img style="aspect-ratio:617/55;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_08_at_3_32_16_AM_png_0f2075c4e7.webp" alt="Screenshot 2025-09-08 at 3.32.16 AM.png" width="617" height="55"><figcaption>MSFT sentiment and message volume as of 3:20 a.m. ET, Sept. 8 | source: Stocktwits</figcaption></figure>Microsoft stock, which shed 2.55% on Friday, was seen rising nearly half a percentage point to $497.35 in overnight trading.The stock is up 18% this year, with the Koyfin-compiled consensus analysts’ price target at $613.89, implying over 24% upside from Friday’s close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/peter-schiff-shreds-scott-bessent-for-denying-trump-tariffs-are-taxes/chwW8AoRdAf">Peter Schiff Shreds Scott Bessent For Denying Trump Tariffs Are Taxes: ‘Disqualifies Him From Job As Treasury Secretary'</a>

In this photo illustration, a Microsoft Azure logo is seen on a smartphone and in the background. 

Microsoft Retail Buzz Builds After Red Sea Cable Cut Disrupts Azure Services, Company Says Network Traffic ‘Not Impacted’

The software giant said it has rerouted traffic through alternate network paths but flagged potential higher latency for some traffic.

Equity

Should You Bet on Apple-Heavy ETFs Now?

Apple gains momentum as iPhone 17 Air launch nears and a Google court ruling secures billions in annual payments.

Marvell Technology (MRVL) plunged more than 17% at market open on Friday after issuing weaker-than-expected third-quarter guidance in its fiscal second-quarter report released late Thursday, which drew swift price target cuts and&nbsp;a ratings downgrade from Wall Street.<a href="http://stocktwits.com/symbol/MRVL">Marvell’s stock</a> was among the top trending tickers on Stocktwits at the time of writing. Despite the dip in its stock price, retail sentiment around the company surged to ‘extremely bullish’ from ‘bullish’ with chatter rising to ‘extremely high’ from ‘low’ levels over the past day, according to platform data.Bank of America downgraded&nbsp;Marvell’s stock to ‘Neutral’ from ‘Buy’, lowering its price target to $78 from $90, as per TheFly. The firm cited uncertainty surrounding Marvell’s role in Microsoft’s (MSFT) Maia AI accelerator and its share of Amazon’s (AMZN) next-generation 3nm project.Morgan Stanley trimmed its target on the stock to $76 from $80 while keeping an ‘Equal Weight’ rating. The firm noted that while guidance was largely in line once the sale of Marvell’s automotive Ethernet business was factored in, the data center segment “disappointed.” Morgan Stanley added that it was not surprised by the business’s “lumpiness,” but said it was unexpected that the ASIC full-year outlook continues to decline even as demand for Amazon’s Trainium processors strengthens elsewhere.&nbsp;UBS, which lowered its price target to $95 from $110,&nbsp; also pointed to “lumpiness” in Marvell’s business.&nbsp;Needham echoed similar concerns about Marvell’s next-gen XPU contracts with Amazon and Microsoft as it lowered its price target to $80 from $85, but maintained its ‘Buy’ rating on the stock.Marvell’s stock has fallen more than 41% this year and is down around 7% over the past 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-revokes-intel-samsung-sk-hynix-waivers-on-china-chip-equipment/chtTKpgRdNh">US Revokes Intel, Samsung, SK Hynix Waivers On China Chip Equipment</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Marvell Hit With Downgrade, Price Target Cuts As Analysts Flag Uncertainty In Microsoft, Amazon AI Deals

Bank of America downgraded Marvell’s stock to ‘Neutral’ from ‘Buy’, lowering its price target to $78 from $90.

Apple (AAPL) on Tuesday announced a launch event at its campus on September 9, where the company is expected to unveil the iPhone 17 lineup.&nbsp;The event, described in invitations as “awe dropping,” will be held at the Steve Jobs Theater in Apple Park. Apple has historically used its September event to launch its newest iPhones, along with updates to the Apple Watch and AirPods. Last year, it introduced the Apple Watch Series 10 and updated AirPods.&nbsp;Market watchers expect similar announcements this time, including the Apple Watch Series 11 and refreshed AirPods models.&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple’ stock</a> edged up 0.3% in afternoon trading, while retail sentiment on Stocktwits showed a slight uptick but remained in ‘bearish’ territory over the past day.According to a Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/newsletters/2025-08-24/apple-to-launch-iphone-17-pro-iphone-17-air-in-september-iphone-fold-next-year-mepmzpcj">report</a>, this year’s lineup is expected to include the iPhone 17, iPhone 17 Pro, and a rumored iPhone Air—Apple’s first ultra-slim model designed to replace the iPhone 17 Plus. Much like the MacBook Air in 2008, the iPhone Air is positioned as a thinner, lighter, and instantly marketable option, geared toward portability-conscious users. The report suggested that the iPhone Air will compete with slimmer designs from rivals such as Samsung’s Galaxy S25 Edge.It added that this year’s event is slated to be a little bit different since Apple is planning three consecutive years of major iPhone redesigns after a long stretch of incremental updates. The iPhone Air is expected to mark the start of that cycle, signaling Apple’s push to reinvigorate its flagship product even as competitors lean heavily into AI-centric features.As in past years, the September event will be attended in person by select press and industry insiders, while the public can watch virtually via Apple’s website and YouTube channel.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-discusses-acquiring-mistral-perplexity-but-remains-wary-of-big-deals/chsHy9GRdjo">Apple Reportedly Discusses Acquiring Mistral And Perplexity, But Remains Wary Of Big Deals</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Apple logo is seen on Apple Store in Milan, Italy on March 3, 2025. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Apple Announces ‘Awe Dropping’ Event On September 9, iPhone 17 Launch Anticipated

The invite doesn’t give too many details aside from stating that the event will take place at the Steve Jobs Theater in Apple Park.

Meta is reportedly preparing to spend tens of millions of dollars on a new California-based political arm aimed at supporting candidates who favor a lighter regulatory approach to technology, particularly artificial intelligence.According to a Politico&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.politico.com/news/2025/08/26/exclusive-meta-to-launch-california-super-pac-focused-on-ai-00524989">report</a>, the company plans to launch a super PAC called Mobilizing Economic Transformation Across (Meta) California. The group will back state-level candidates from either party who prioritize AI innovation over strict regulatory measures, the report said.<a href="https://stocktwits.com/symbol/META">Meta’s stock</a> edged 0.28% lower in afternoon trade on Tuesday. On Stocktwits, retail sentiment around the tech giant trended in ‘bearish’ territory over the past day.“Sacramento’s regulatory environment could stifle innovation, block AI progress, and put California’s technology leadership at risk,” Meta Vice President of Public Policy Brian Rice, who will lead the PAC alongside fellow policy executive Greg Maurer, told Politico. “This is why we are launching a California super PAC.”The move comes as Silicon Valley is stepping up efforts to shape AI policy. The Wall Street Journal&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/politics/silicon-valley-launches-pro-ai-pacs-to-defend-industry-in-midterm-elections-287905b3">reported</a> on Monday that the industry is pouring more than $100 million into a network of political action committees and advocacy groups opposing strict regulation on AI development. Venture-capital firm Andreessen Horowitz and&nbsp;<a href="http://stocktwits.com/symbol/OPENAI">OpenAI</a> president Greg Brockman are among those backing Leading the Future, a new super PAC network focused on artificial intelligence, the report said.The launch of these super PACs comes at a time when the U.S. government has also voiced concerns about staying ahead of China in the AI race. However, tech executives are reportedly worried that Congress won’t pass AI rules, and creating a patchwork of state laws would harm their companies.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-discusses-acquiring-mistral-perplexity-but-remains-wary-of-big-deals/chsHy9GRdjo">Apple Reportedly Discusses Acquiring Mistral And Perplexity, But Remains Wary Of Big Deals</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

The logo of the Facebook group Meta can be seen near the company headquarters. Photo: Andrej Sokolow/dpa (Photo by Andrej Sokolow/picture alliance via Getty Images)

Meta Plans To Set Up Super PAC To Influence California Stance On AI, Tech Policy: Report

According to a Politico report, the company plans to launch a super PAC called Mobilizing Economic Transformation Across (Meta) California.

Apple-Google Likely Tie-Up for Siri Revamp Puts These ETFs in Focus 

Apple and Google's AI talks lift both stocks, putting ETFs like IYW, FTEC, FCOM and VOX, with heavy exposure to the tech giants, in focus.

Should You Invest in the iShares U.S. Technology ETF (IYW)?

ETFs Set to Benefit from Apple's $100B U.S. Bet 

AAPL's $100B U.S. expansion boosts shares and positions key tech ETFs like VGT, FTEC, IYW and TOPT for potential upside.


BlackRock Institutional Trust Company N.A. - iShares U.S. Technology ETF

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