<ul class="summary-bullets"><li>For the quarter ended March 31, 2026, the company reported revenue of just $92,909.</li><li>Fugazi highlighted the stock’s price-to-sales ratio of 539; the stock currently trades at around $7.1.</li><li>The short seller also raised concerns about related-party transactions involving businesses connected to the CEO, William Mobley.</li></ul>Shares of FreeCast (CAST) tumbled 12% on Monday, its first decline in seven sessions, after short-seller Fugazi Research said the company is one of the latest examples of a speculative microcap stock ‘detached’ from its underlying business fundamentals.“FreeCast, Inc. has become another speculative microcap momentum vehicle whose stock price has detached from the business’s financial reality,” the report read.<a href="https://stocktwits.com/symbol/CAST">CAST shares</a> added a whopping 1,264% to their value over a six-session rally though Thursday’s close.<h2 class="st-heading-2">Earnings Vs Stock Price</h2>While the company markets itself as a player in streaming aggregation, advertising technology, telecom partnerships, and sports distribution, its financial performance tells a much different story, noted Fugazi.For the quarter ended March 31, 2026, the company reported revenue of just $92,909 while posting a net loss exceeding $4.5 million. The company ended the quarter with around $119,000 in cash and disclosed substantial doubt about its ability to continue as a going concern without additional financing.Despite its situation, CAST stock trades at a price-to-sales ratio of 579.<h2 class="st-heading-2">Digging Deeper Into the Starlink Deal</h2>The recent surge in CAST shares was driven by investor excitement surrounding a deal with Starlink<a href="https://stocktwits.com/news-articles/markets/equity/why-cast-stock-is-surging-today-freecast-starlink-deal/cZKkRcXR77G">&nbsp;last</a> week. The deal enables Freecast to offer satellite internet connectivity alongside its existing media, television, advertising, and digital services across multiple enterprise markets.The news ignited a trading frenzy, which briefly valued the company at hundreds of millions of dollars.Yet, despite the dramatic market reaction, the agreement appears to be a non-exclusive reseller arrangement with no publicly disclosed minimum commitments, contract value, or revenue targets, the short seller noted.<h2 class="st-heading-2">CEO Control Concerns</h2>Fugazi also raised concerns about related-party transactions involving businesses connected to the CEO, William Mobley. The company has relied heavily on funding from the CEO and his company, Nextelligence, to continue operating. Nextelligence also holds preferred shares that would be paid before common shareholders in the event of a sale or acquisition.Mobley controls about 88% of the company’s voting power through a special share structure, giving him effective control over corporate decisions.<h2 class="st-heading-2">Retail’s Take On CAST</h2>Retail sentiment surrounding CAST on Stocktwits turned ‘bullish’ from ‘extremely bullish’ a day earlier, while message volumes on the platform were ‘extremely high.’CAST shares have lost nearly 22% since their market debut in March.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/lcid-stock-falls-lucid-layoff-cost-savings/cZKMRqgR79R">Lucid Eyes $158M In Cost Savings After 2nd Round Of Layoffs This Year – Set To Reduce Shifts At Its Biggest Manufacturing Plant</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

CAST Shares Slump 12% Today – Short Seller Says Stock Price Is ‘Detached From Financial Reality’ 

Fugazi Research said that while the company markets itself as a key player in streaming aggregation, advertising technology, telecom partnerships, and sports distribution, its financial performance tells a much different story.

Equity

<ul class="summary-bullets"><li>Jumper won the 2024 Nobel Prize in chemistry for his work in artificial intelligence, alongside Demis Hassabis, the current CEO of DeepMind.</li><li>Shazeer is best known as a co-author of the 2017 paper “Attention Is All You Need,” which introduced the Transformer architecture that underpins modern AI models such as ChatGPT, Gemini, and Claude.</li><li>Shazeer will oversee AI architecture research at OpenAI, helping advance the company's model development as it prepares for a listing later this year alongside rival Anthropic.</li></ul>Shares of Alphabet Inc. (GOOG, GOOGL) tumbled in Monday morning’s trade after the company’s AI ambitions experienced a setback twice in the span of a week.Google DeepMind Vice President John Jumper announced on X over the weekend that he is leaving the company to join Anthropic.“A bit of news: After nearly 9 years, I have decided to leave Google DeepMind and join Anthropic (after taking some time to recharge). I am incredibly grateful for my time at GDM,” he said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/JohnJumperSci/status/2068001285173834106">post</a> on X.<a href="https://stocktwits.com/symbol/GOOGL">Alphabet’s Class A shares</a> were down 6% in Monday’s midday trade. GOOGL was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">Second Major AI Talent Loss For GOOGL In A Week</h2>Jumper’s departure from Google comes merely a day after Noam Shazeer, former co-lead of Gemini, said he was leaving the company for OpenAI.“It was a difficult decision to move on. I’m incredibly proud of the amazing team at Google and everything we’ve built together.&nbsp; It has been an honor and a pleasure to work with all of you,” Shazeer said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/NoamShazeer/status/2067400851438932297">post</a> on X.Jumper won the 2024 Nobel Prize in chemistry for his work in artificial intelligence, alongside Demis Hassabis, the current CEO of DeepMind.Shazeer is best known as a co-author of the 2017 paper “Attention Is All You Need,” which introduced the Transformer architecture that underpins modern AI models such as ChatGPT, Gemini, and Claude.Shazeer will oversee AI architecture research at OpenAI, helping advance the company's model development as it prepares for a listing later this year alongside rival Anthropic.<h2 class="st-heading-2">GOOGL Leaders Concerned About Falling Behind In AI Race</h2>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-04-21/google-struggles-to-gain-ground-in-ai-coding-as-rivals-advance">report</a> citing people familiar with the matter, leaders at Google and DeepMind are concerned that the company could fall behind in the AI race.People cited in the report said Google has yet to offer businesses a cohesive AI coding platform, with Gemini's coding capabilities spread across multiple products under different brands.They said competing internal efforts and a lack of focus have hampered the company's ability to capitalize on growing demand for AI coding tools, according to the report.<h2 class="st-heading-2">What Retail Investors Think Of GOOGL Stock</h2>Retail sentiment on Stocktwits around Alphabet trended in the ‘bullish’ territory, with message volumes at ‘high’ levels at the time of writing.<a href="https://stocktwits.com/symbol/TSLA">GOOGL stock</a> is up 11% year-to-date and 108% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 25% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 40%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spcx-launches-bond-offering-repay-existing-loans-100-b-cash/cZKtxk9R7Bu">SPCX Launches Bond Offering To Repay Existing Loans, Reports Over $100B In Cash And Cash Equivalents</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Google's New York City Headquarters In Manhattan. (Photo by Michael M. Santiago/Getty Images)

Did Google’s AI Ambitions Take A Hit Twice In A Week? What Investors Need To Know

Shares of Alphabet Inc. (GOOG, GOOGL) tumbled in Monday morning’s trade after the company’s AI ambitions experienced a setback twice in the span of a week.

Google lost DeepMind Vice President John Jumper, and Gemini co-lead Noam Shazeer to AI rivals Anthropic and OpenAI, respectively.

<ul class="summary-bullets"><li>Huntington’s Mission Technologies division will look after the engineering, maintenance, and technical repair support for the elevators.</li><li>The company will provide training to sailors and rapid response fly-away teams that conduct complex maintenance and repair operations globally.</li><li>Work will be carried out within the U.S., outside the continental United States, and across all forward-deployed locations worldwide, the company noted.</li></ul>Shipbuilder Huntington Ingalls Industries Inc. (HII) secured a $418 million contract from the U.S. Navy on Monday to repair and maintain its shipboard-based elevators in the U.S. Navy aircraft carriers and amphibious ships, to aid its operational readiness.At the time of writing, HII stock was down over 2% on Monday.Huntington is currently responsible for maintaining and modernizing most of the U.S. Navy's fleet. Its team takes a full-lifecycle approach to maritime defense systems, covering everything from small watercraft to submarines, surface combatants, and aircraft carriers, to ensure a high state of readiness.The contract, slated for five years, has been awarded by the Naval Sea Systems Command, the company said.&nbsp;<h2 class="st-heading-2">The Contract</h2>Huntington’s Mission Technologies division will provide engineering, maintenance, and technical repair support for the elevators, cargo-handling equipment, and related systems installed on the ships, according to the firm.“Ensuring that essential operational systems — including shipboard elevators — run reliably is central to meeting the readiness needs of our U.S. sailors and Marines,” said Michael Lempke, President at Mission Technologies’ Global Security group.Huntington will provide training to sailors and rapid response fly-away teams that conduct complex maintenance and repair operations globally, the company said.The company also mentioned that the work will be carried out within the U.S., outside the continental United States, and at all forward-deployed locations worldwide.<h2 class="st-heading-2">What Does HII Do?</h2>Huntington Ingalls Industries was founded in 1886 and is headquartered in Newport News, Virginia. It designs, builds, and repairs military ships in the United States. The company has three operational segments: Ingalls, Newport News, and Mission Technologies.&nbsp;The company has been involved in building both non-nuclear and nuclear-powered aircraft carriers and submarines.&nbsp;<h2 class="st-heading-2">What Retail Thinks Of HII</h2>On Stocktwits, retail sentiment surrounding the stock has remained ‘neutral’ while message volumes have declined to ‘normal’ from ‘high’ in the past 24 hours.&nbsp;<a href="https://stocktwits.com/symbol/HII">HII stock</a> has declined by more than 20% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/lcid-stock-falls-lucid-layoff-cost-savings/cZKMRqgR79R">Lucid Eyes $158M In Cost Savings After 2nd Round Of Layoffs This Year – Set To Reduce Shifts At Its Biggest Manufacturing Plant</a>

In this photo illustration, America's largest military shipbuilding company, Huntington Ingalls Industries' logo seen displayed on a smartphone with an Artificial intelligence chip and symbol in the background. | Image Source: Getty Images

HII Stock In The Spotlight As Huntington Wins $418M Naval Contract – A Look At The Key Details

The five-year contract has been awarded by the Naval Sea Systems Command, the firm stated.

<ul class="summary-bullets"><li>Coinbase announced the opening of ANTHROPIC-PERP and OPENAI-PERP pre-IPO market on X.&nbsp;</li><li>The perps pre-IPO market opened on or after 11:00 AM UTC on June 22.</li><li>21 out of 34 analysts rate the stock ‘buy’ or higher, 10 say ‘hold,’ and three rate ‘sell’ with an average 12-month price target of $229.74, as per Koyfin.&nbsp;</li></ul>Coinbase Global, Inc. (COIN) share price gained 2% on Monday after the company expanded its crypto derivatives lineup, launching pre-IPO perpetual futures contracts tied to artificial intelligence giants OpenAI and Anthropic.The launch follows the crypto exchange's introduction of similar contracts for Elon Musk’s SpaceX earlier this month, marking a growing push by digital asset platforms to offer retail investors speculative exposure to highly valued private tech firms.<h2 class="st-heading-2">Pre-IPO AI Perpetual Futures In Demand</h2>Coinbase Markets&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CoinbaseMarkets/status/2069007675245887517">announced</a> on X, formerly Twitter, that full trading for its ANTHROPIC-PERP and OPENAI-PERP markets went live on June 22. The platform now supports limit, market, stop, and stop-limit orders for both instruments.These pre-IPO instruments are structured as perpetual futures, a type of derivative common in crypto markets that lacks an expiration date. Because OpenAI and Anthropic are private entities, these contracts do not represent direct ownership or a claim on actual underlying shares. Instead, they track and speculate on the projected valuations of the companies based on secondary market trends and publicly disclosed funding rounds.For instance, SpaceX’s pre-IPO perpetual contracts generated approximately $3.2 billion in trading volume and $390 million in open interest between May 17 and June 10, according to data from Talos reported by Reuters. These statistics from Talos consolidated figures across eight different exchanges.Both AI firms have reportedly filed confidentially for initial public offerings (IPOs), with market experts projecting potential stock market debuts by the end of the year.<h2 class="st-heading-2">COIN Competes With Binance</h2>Ahead of Coinbase's rollout, Binance launched its own pre-IPO perpetual futures for OpenAI and Anthropic, alongside a highly successful SpaceX contract. Binance’s offerings include unique features such as tokenized stock variations and yield opportunities through integrated Web3 wallets, allowing users to subscribe to expected allocations.According to Binance, its SpaceX contract saw over $280 million in total trading volume within just five days of its debut, reflecting a robust investor appetite for crypto-native exposure to private-market opportunities.<h2 class="st-heading-2">COIN Stock: Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘bullish’ with ‘normal’ message volumes. Retail chatter on Stocktwits jumped by more than 200% from the previous session on COIN stock.&nbsp;<a href="https://stocktwits.com/symbol/COIN">COIN stock</a> has lost about 29.7% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Coinbase stock has risen 5 percent ahead of the company reporting fourth-quarter earnings today on news that Bitcoin has surged above $52,000. (Photo Illustration by Justin Sullivan/Getty Images)

COIN Stock Breaks Three-Day Losing Streak: Coinbase Challenges Binance With OpenAI, Anthropic Pre-IPO Futures

Coinbase Global, Inc. (COIN) share price gained 2% on Monday after the company expanded its crypto derivatives lineup, launching pre-IPO perpetual futures contracts tied to artificial intelligence giants OpenAI and Anthropic.

Coinbase expands its crypto derivatives market, launching perpetual futures for AI giants OpenAI and Anthropic following a successful SpaceX rollout.

<ul class="summary-bullets"><li>Chief Operating Officer Marc Winterhoff departed the company after the role was eliminated.</li><li>Lucid cut the second production shift at its AMP-1 factory in Arizona, the company’s biggest manufacturing facility.</li><li>The company expects about $32 million in one-time charges related to severance.</li></ul>Lucid Group (LCID) has launched a major restructuring effort under newly appointed CEO Silvio Napoli, marking the first significant operational overhaul since he took the helm on June 1.<a href="https://stocktwits.com/symbol/LCID">LCID stock</a>, which has been under heavy selling pressure this year, traded more than 5% lower at the time of writing.<h2 class="st-heading-2">LCID Cuts 18% Workforce</h2>The electric vehicle maker said it plans to cut around 18% of its U.S. workforce, including full-time employees, contractors, and hourly production workers, as part of a broader push to improve profitability and generate positive cash flow, according to an SEC filing on Monday.This marks the second mass layoff this year, following Lucid's 12% reduction in its U.S. workforce in February as it grappled with weakening demand for premium electric vehicles.As part of the changes, Chief Operating Officer Marc Winterhoff has departed after the role was eliminated. Winterhoff had served as interim CEO for more than a year before Napoli’s appointment.As part of the restructuring, Lucid cut the second production shift at its AMP-1 factory in Arizona, the company’s biggest manufacturing facility, where it builds the Lucid Air sedan and Gravity SUV.<h2 class="st-heading-2">Why Did LCID Reduce Its Workforce?</h2>The EV maker has been struggling with profitability, posting a net loss per share in each of its 19 previous quarters, according to Fiscal.ai data. The company has also been consistently missing its quarterly revenue targets.Lucid expects the restructuring plan to deliver roughly $158 million in annualized cost savings, although it anticipates about $32 million in one-time charges related to severance and employee benefits.<h2 class="st-heading-2">What Is Retail’s Take On LCID?</h2>Retail sentiment surrounding LCID on Stocktwits turned ‘neutral’ from ‘bearish’ a day earlier.LCID shares have tanked more than 54% so far this year, underperforming rivals Tesla, Nio, and XPeng.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/mu-stock-hits-fresh-high-micron-anthropic-deal-q3-results-preview/cZKMG9WR7BC">MU Stock Hits Fresh High Today -- Micron's Alliance With Anthropic Draws Spotlight As Investors Gear Up For Q3 Results</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Lucid Group, Inc. is displayed on a smartphone screen, with a stock market chart in the background, on May 4, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

Lucid Eyes $158M In Cost Savings After 2nd Round Of Layoffs This Year – Set To Reduce Shifts At Its Biggest Manufacturing Plant

The EV maker said it plans to cut around 18% of its U.S. workforce, including full-time employees, contractors, and hourly production workers.

<ul class="summary-bullets"><li>Backpack Securities launched tokenized Micron stock on Solana ahead of the chipmaker's earnings report on Wednesday.</li><li>Each Micron token is backed 1:1 by a real Micron share, redeemable into brokerage accounts and tradable 24/7 on-chain.</li><li>The launch allows investors to trade Micron's AI-driven earnings catalyst beyond traditional market hours and weekends.</li></ul>Micron Technology’s (MU) stock has been brought on-chain just days ahead of one of the semiconductor industry’s most closely-watched earnings reports, giving investors a way to trade the AI memory giant around the clock.Backpack Securities&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/backpack/status/2069058061545947508?s=46">announced</a> on Monday that it has launched $MU, a tokenized version of Micron stock on the Solana (SOL) blockchain, in partnership with Sunrise decentralised finance (DeFi). Micron is scheduled to report fiscal third-quarter earnings on Wednesday after the closing bell.<figure class="image"><a class="st-link-external" href="https://x.com/backpack/status/2069058061545947508?s=46" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_06_22_at_12_25_31_PM_png_250848b348.webp" alt="Screenshot 2026-06-22 at 12.25.31 PM.png" width="1174" height="1436"></a><figcaption>Source: @Backpack/x</figcaption></figure>Each MU token is backed 1:1 by a real Micron share held in custody by Backpack Securities, according to Backpack. The tokens are redeemable for the underlying shares and transferable into traditional brokerage accounts, and also remain tradable 24/7 across Solana-based venues.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_06_22_at_12_27_09_PM_png_50892f9e16.webp" alt="Screenshot 2026-06-22 at 12.27.09 PM.png" width="950" height="536"><figcaption>MU retail sentiment on June 22 as of 12:28 p.m. ET | Source: Stocktwits</figcaption></figure>This comes as&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-stock-hits-fresh-high-micron-anthropic-deal-q3-results-preview/cZKMG9WR7BC">MU stock hit a new high</a> on Monday.&nbsp;<a href="https://stocktwits.com/symbol/MU">MU stock price</a> was trading at $1,191, up over 5% in midday trade. On Stocktwits, the retail sentiment around MU moved to ‘bearish’ from the ‘neutral’ zone, while chatter around it stayed in the ‘low’ levels over the past day.<h2 class="st-heading-2">Trading Micron Stock Round The Clock</h2>The timing stands out since it offers investors a chance to trade Micron outside of regular market hours.While MU shares listed on the Nasdaq (NDAQ) are traded during regular and extended trading hours, tokenized $MU can be traded 24/7 on Solana wallets and decentralized exchanges, enabling investors to react to earnings reports overnight, over the weekend, and across time zones.Micron has been one of the biggest beneficiaries of the artificial intelligence boom thanks to its role in high-bandwidth memory (HBM) chips used in AI servers. MU stock has surged over the past year on bets that AI infrastructure spending will remain strong.The launch also adds another high-profile equity to Solana's growing tokenization ecosystem.&nbsp;<a href="https://stocktwits.com/coins/solana">SOL’s price</a> was down over 1% during the past 24 hours. On Stocktwits, the retail sentiment around SOL remained in the ‘bullish’ zone, while chatter around it stayed in the ‘high’ levels over the past day.<h2 class="st-heading-2">Following The SpaceX Playbook</h2>The Micron rollout comes after the tokenized&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spacex-secures-msci-ftse-fast-track-index-inclusion/cZK4ZYHR75j">SpaceX (SPCX) initial public offering (IPO)</a> by Backpack and Sunrise earlier this month. The firms said their tokenized SpaceX product attracted more than 10,000 holders and reached $350 million in cumulative on-chain volume within days of launching.The latest offering is the first tokenized equity on Solana to debut directly ahead of a major earnings catalyst, which could offer a real-world test of whether investors prefer continuous blockchain-based trading to the limited after-hours windows of traditional exchanges.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hive-stock-columbia-paraguay-ai-gpus/cZKt6nlR7Bz">Why HIVE Stock Is Up Today: Columbia University AI Research In Paraguay Heads To NeurIPS</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

The Micron Technology Ink logo is displayed on a mobile phone with the company branding visible in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

Why Backpack Just Tokenized Micron On Solana Two Days Before Its AI Memory Earnings Print

Micron Technology’s (MU) stock has been brought on-chain just days ahead of one of the semiconductor industry’s most closely-watched earnings reports, giving investors a way to trade the AI memory giant around the clock.

Why Backpack Tokenized Micron On Solana Before Earnings

Cryptocurrency

Micron’s recent rollout follows Backpack's tokenized SpaceX launch, which the firm said surpassed 10,000 holders and $350 million in on-chain volume.

<ul class="summary-bullets"><li>Micron’s portfolio of high-bandwidth memory, DRAM, and SSD products is expected to play a key role in supporting Anthropic’s growing compute requirements.</li><li>In May, Anthropic raised $65 billion in its Series H funding round, with Micron among strategic investors.</li><li>Micron is expected to report a revenue of roughly $35.07 billion and earnings of $20.15 per share in the third quarter, according to Fiscal.ai data.</li></ul>Shares of Micron Technology (MU) climbed 5% to an all-time high on Monday, after the company extended its strategic partnership with Anthropic, just&nbsp;weeks after participating in the AI startup’s Series H funding round.The collaboration covers AI memory and storage architecture, long-term supply agreements, enterprise adoption of Anthropic’s Claude models, and infrastructure optimization for next-generation artificial intelligence systems.Micron’s portfolio of high-bandwidth memory (HBM), DRAM, and SSD products is expected to play a key role in supporting Anthropic’s growing compute requirements.<h2 class="st-heading-2">Micron’s Investment In Anthropic</h2>In May, Anthropic raised $65 billion in its Series H funding round, at a post-money valuation of $965 billion. The round was backed by investors including Altimeter Capital, Dragoneer, Greenoaks, Sequoia Capital, Capital Group, and Amazon, among others.Infrastructure firms such as Micron, Samsung, and SK Hynix also participated in the round. Anthropic said these partnerships will help ensure it can reliably expand the computing capacity needed to support growing demand for its Claude AI models.<h2 class="st-heading-2">DRAM Expected To Drive Q3 Growth</h2>Investors are also gearing up ahead of Micron’s third-quarter (Q3) earnings on Wednesday. The increasing adoption of AI is driving strong demand for advanced memory and storage solutions, positioning Micron Technology as a key beneficiary of the trend. As large language models and generative AI workloads require greater computing power and faster data access, demand for high-performance Dynamic Random Access Memory (DRAM) continues to rise.The DRAM business is expected to be the primary engine of Micron’s fiscal third-quarter growth. Analysts currently forecast quarterly revenue of roughly $35.07 billion and earnings of $20.15 per share, according to Fiscal.ai data.<h2 class="st-heading-2">MU Bulls Eye $1,500 For The Stock</h2>Despite the share price increase, retail sentiment surrounding <a href="https://stocktwits.com/symbol/MU">MU</a> on Stocktwits turned ‘bearish’ from ‘neutral’ a day earlier.One user expects the stock to cross $1,500 by the end of July.<stembedurl>https://stocktwits.com/ForTGTX/message/657025473</stembedurl>Another user said the AI era is changing the cyclical nature of the stock.<stembedurl>https://stocktwits.com/Moonstocks777/message/657031613</stembedurl>MU shares have surged more than 324% so far this year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/jim-paulsen-on-us-stocks-recession-substack/cZKtyqeR7BH">Jim Paulsen Sounds Alarm On US Stocks, Sees Correction Signs ‘Ripening’ – ‘My Enthusiasm For Stocks Is Waning…’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Micron logo is seen displayed at the 8th China International Import Expo. (Photo by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

MU Stock Hits Fresh High Today -- Micron's Alliance With Anthropic Draws Spotlight As Investors Gear Up For Q3 Results

Micron and Anthropic signed a deal focused on AI memory and storage architecture, long-term supply agreements, and enterprise adoption of Anthropic’s Claude model

<ul class="summary-bullets"><li>HIVE Digital shares surged after Columbia University researchers validated the company's Paraguay-based AI GPU cluster.</li><li>The study found HIVE's older Nvidia A40 GPUs matched Nvidia H100 performance on certain AI training workloads.</li><li>Researchers successfully trained large language models from New York using GPUs located more than 5,000 miles away in Asunción, Paraguay.</li></ul>Shares of HIVE Digital Technologies Ltd (HIVE) rallied more than 22% on Monday after researchers from Columbia University validated the performance of the company's Paraguay-based artificial intelligence (AI) infrastructure.The Columbia University research team found that software optimizations developed during the project allowed the company's Nvidia (NVDA) A40 GPU cluster in Paraguay to achieve performance comparable to Nvidia H100 systems on certain large language model pretraining workloads involving models of up to 1.4 billion parameters.<a href="https://stocktwits.com/symbol/HIVE">HIVE stock</a> traded over $5 during morning trading hours. On Stocktwits, it was one of the top trending tickers as retail sentiment around HIVE moved to ‘bullish’ from ‘neutral’ while chatter around it shifted to ‘normal’ from ‘low’ over the past day.<h2 class="st-heading-2">Researchers Trained Models From New York</h2>Researchers based in New York conducted iterative training runs on GPUs located in Asunción, Paraguay, more than 5,000 miles away, the press release said.&nbsp;HIVE further added that results demonstrate the viability of geographically distributed AI infrastructure and support its strategy of developing compute capacity in regions with abundant low-cost energy.<a href="https://stocktwits.com/news-articles/markets/equity/hives-stock-plummets-on-q4-earnings-miss/cZ00R0VRewt">Executive Chairman Frank Holmes</a> said the findings show that "high-performance computing (HPC) does not need to be limited by geography."Chief Executive Officer (CEO) Aydin Kilic described the reported A40-H100 performance parity as a "powerful result" that validates the company's engineering-led approach to AI infrastructure.<h2 class="st-heading-2">Supports Paraguay AI Expansion</h2>The announcement also comes as HIVE advances plans for a high-performance computing and AI campus in Yguazú, Paraguay.According to the company, a 100-megawatt substation is expected to be energized in September 2026, followed by&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/hive-stock-hit-four-month-high-after-company-plans-2-5-b-gpu-campus/cZXr1HBRely">construction of a Tier III data</a> center later that year. HIVE expects the facility to be ready for service in the second half of 2027.The company said the Columbia collaboration provides external validation for its broader effort to expand beyond Bitcoin mining and establish a presence in the growing AI infrastructure market.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/robinhood-capital-war-chest-with-2b-convertible-notes-offering/cZKtyCyR7Bv">Robinhood Prices Up Capital War Chest With $2B Convertible Notes Offering, Earmarks $300M For Buybacks To Offset Dilution</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

HIVE Blockchain Technologies Ltd logo displayed on a phone screen and representation of cryptocurrencies are seen in this illustration photo taken in Krakow, Poland on January 29, 2023. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Why HIVE Stock Is Up Today: Columbia University AI Research In Paraguay Heads To NeurIPS

Shares of HIVE Digital Technologies Ltd (HIVE) rallied more than 22% on Monday after researchers from Columbia University validated the performance of the company's Paraguay-based artificial intelligence (AI) infrastructure.

Why Is HIVE Stock Soaring Today?

The results from Columbia research support HIVE's planned Paraguay AI Gigafactory, which is expected to begin construction in late 2026 and enter service in the second half of 2027.

<ul class="summary-bullets"><li>CEO Eric Brock said that the company is seeing demand from Europe and the U.S., where defense customers are looking to strengthen their defensive and offensive autonomous capabilities.</li><li>Ondas added that its unit Rotron recently completed a successful flight trial of its SkyLance system.</li><li>The company stated that it sees continued demand for autonomous defense systems.&nbsp;</li></ul>Shares of Ondas Inc (ONDS) were in focus on Monday after the company announced that it had received orders worth over $40 million in June so far, bringing total Q2 order activity past the $150 million mark.Ondas said that it had received new orders for its autonomous defense systems, including anti-drone systems, loitering munition systems (LMS), ground systems and related defense services from governmental and defense customers across multiple international markets.&nbsp;"Counter-UAS has become an urgent priority for governments around the world as drone threats continue to accelerate, and we are now seeing the next major wave of demand forming around Loitering Munition Systems and affordable long-range precision engagement,” said Eric Brock, Chairman and Chief Executive Officer at Ondas.&nbsp;Brook also said that the company is seeing demand across Europe and the U.S., where defense customers are looking to strengthen their defensive and offensive autonomous capabilities. At the time of writing, ONDS stock was down over 3% on Monday.<h2 class="st-heading-2">Ondas’ June Order Build Up</h2>Orders received in June add up to the company’s previous orders of over $30 million in May across air defense, Counter-UAS, autonomous ISR, robotic systems and precision engagement technologies.&nbsp;&nbsp; With these awards and orders, the company has crossed the mark of $150 million in the second quarter, showing an increased demand for its integrated autonomous systems architecture."In a short period of time, Ondas has assembled and integrated what we believe to be some of the most advanced and operationally proven autonomous technologies available anywhere in the world," said Oshri Lugassy, Co-Chief Executive Officer at Ondas Autonomous Systems. The company sees continued demand for autonomous defense systems that can deliver scalable, cost-effective and integrated mission capabilities across segments such as Counter-UAS, LMS, ISR, ground robotics, electronic warfare and AI-enabled command-and-control.<h2 class="st-heading-2">Rotron’s Successful Trial With The United Kingdom</h2>Ondas added that its unit Rotron recently completed a successful flight trial of its SkyLance system under the UK Ministry of Defence's Project Brakestop. SkyLance is built for precision hits and a one-way attack system that covers a substantial operational range.This program aims to advance the United Kingdom's next-generation long-range strike capability.<h2 class="st-heading-2">What Retail Thinks Of ONDS</h2>On Stocktwits, retail sentiment surrounding the stock has improved to ‘neutral’ from ’bearish’ amid ‘low’ message volumes in the past 24 hours.&nbsp;<a href="https://stocktwits.com/symbol/ONDS">ONDS stock</a> has declined by more than 19% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/dow-surges-crude-oil-prices-3-month-low-bessent-60-day-iran-oil-sales/cZKtzEQR7BU">Dow Surges Over 300 Points, Crude Oil Hits Over 3-Month Lows Amid Iran Deal Talks — Bessent Issues 60-Day Authorization For Iranian Oil Sales</a>

A smartphone displays the logo of Ondas Holdings Inc. (Photo illustration by Cheng Xin/Getty Images)

ONDS Stock In Focus As Ondas Keeps Bagging New Defense Deals – What’s The Latest Update?

Ondas said that the new orders were received for its autonomous defense systems.

<ul class="summary-bullets"><li>Vice President J.D. Vance said during an address to reporters on Monday that the U.S. wants a regional ceasefire and that a process is now in place to prevent escalation in the region.</li><li>Treasury Secretary Scott Bessent cited Iran's commitment to keeping the Strait of Hormuz open to shipping and permitting IAEA inspections as key factors behind the sales authorization.</li><li>Vance termed Iran’s invitation for IAEA inspectors a major milestone for the American people.</li></ul>U.S. equities gained in Monday’s opening trade after Vice President J.D. Vance hailed “great progress” in peace talks with Iran over the weekend.The Dow Jones Industrial Average (DJIA) rose more than 320 points in the opening session before paring some of the gains. The S&amp;P 500 index gained about 0.3%, while the Nasdaq Composite edged up by 0.08%.Vance said during an address to reporters on Monday that the U.S. wants a regional ceasefire and added that a process is now in place to prevent escalation in the region.Meanwhile, Treasury Secretary Scott Bessent announced that the Department of the Treasury has issued a 60-day authorization for Iranian oil sales.“In line with the ongoing productive talks in Switzerland, Iran has committed to free and open transit in the Strait of Hormuz and to permit International Atomic Energy Agency (IAEA) inspectors into their country. As part of the framework, Treasury has issued a temporary 60-day general license authorizing the production, delivery, and sale of Iranian oil,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SecScottBessent/status/2069048901185810867">said</a> in a post on X.<figure class="image"><img src="https://news.stocktwits-cdn.com/Bessent_post_jpg_5dd20118b1.webp" alt="Scott Bessent's post on X" width="589" height="344"><figcaption>Scott Bessent's post on X | @SecScottBessent/X</figcaption></figure><h2 class="st-heading-2">Vance Says Iran Agreed To Allow IAEA Inspections</h2>Vance also added that Iran has agreed to allow inspections by officials from the International Atomic Energy Agency (IAEA).He called it a major milestone for the American people and said that it is the first step in ensuring that Iran is either permanently denuclearized or that it permanently ends its nuclear weapons program.“Yes, there was a little bit of threatening, there was a little bit of whining, but at the end of the day, the talks continued, and we made great progress,” Vance added.<h2 class="st-heading-2">Crude Oil Prices Decline</h2>Crude oil prices declined on Monday following Vance’s announcement. U.S. West Texas Intermediate (WTI) crude futures expiring in July were down 2.93%, hovering around $73.63 a barrel, the lowest levels in more than three months.Brent crude futures expiring in August fell 3.3% to hover around $77.41 a barrel.Crude oil prices have now fallen nearly 24% over the past month.The United States Oil Fund ETF (USO) fell nearly 3%, while the ProShares Ultra Bloomberg Crude Oil ETF (UCO) declined about 4%.At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, gained 0.23%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) rose 0.36%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) gained 0.46%. Retail sentiment on Stocktwits regarding the S&amp;P 500 ETF was in the ‘bullish’ territory.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spcx-launches-bond-offering-repay-existing-loans-100-b-cash/cZKtxk9R7Bu">SPCX Launches Bond Offering To Repay Existing Loans, Reports Over $100B In Cash And Cash Equivalents</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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Dow Surges Over 300 Points, Crude Oil Hits Over 3-Month Lows Amid Iran Deal Talks — Bessent Issues 60-Day Authorization For Iranian Oil Sales

U.S. equities gained in Monday’s opening trade after Vice President J.D. Vance hailed “great progress” in peace talks with Iran over the weekend.

The S&P 500 index gained about 0.3%, while the Nasdaq Composite edged up by 0.08%.

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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is experiencing extreme volatility and intense community frustration as the stock hits new lows, with investors debating whether the current sell-off is a structural collapse or a significant long-term buying opportunity. While some users point to concerns over content quality and management's failure to deploy buybacks, others are actively accumulating shares, viewing the stock as an oversold quality play ripe for a reversal.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently experiencing heightened volatility and selling pressure as investors weigh strong underlying fundamentals against broader software sector rotation and concerns over international contract developments. Community sentiment remains deeply polarized, with many retail participants actively debating whether to accumulate during the current price consolidation or exercise caution amid persistent short-selling activity.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending as investors weigh its deep-pocketed infrastructure spending on AI data centers against its significant, long-term strategic stakes in high-growth companies like SpaceX. While the community is actively debating the company's capital allocation and the impact of recent talent turnover, many are focusing on the stock's potential as a core defensive play within the volatile hyperscaler sector.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is seeing a surge in community engagement following the launch of their Americas Quantum Space Initiative, which has sparked speculation about potential partnerships and long-term space-based revenue growth. Investors are actively debating the stock's valuation versus peer quantum companies, with many looking toward an upcoming webinar on neutral-atom computing advancements as a potential catalyst for price movement.

Alphabet Inc - Ordinary Shares - Class C

Alphabet shares are seeing volatility driven by high-profile AI talent departures and market skepticism regarding the massive capital expenditures required to sustain the current AI buildout. Investors are actively debating the long-term sustainability of hyperscaler spending, while simultaneously weighing Alphabet's diversified growth engines like Google Cloud and the potential for lucrative future stake realizations.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is facing significant volatility as community sentiment splits between investors focused on the company's long-term pivot toward AI data center infrastructure and those frustrated by its persistent correlation with Bitcoin's price fluctuations. Many traders are actively discussing the stock's recent technical rejections at key price levels, while simultaneously debating the impact of management's leadership and the potential for a short-term squeeze amidst heavy options activity.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon Athletica is facing heavy selling pressure and intense community debate as the stock hits multi-year lows, driven by concerns over declining margins, tariff impacts, and recent controversies in China. While some investors view the current valuation as a compelling long-term buying opportunity given the company's cash position and history of profitability, others are actively betting against the brand, citing failed leadership, weakening consumer demand, and the risk of further downward price action.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending as investors aggressively position for the highly anticipated release of 52-week Phase 3 VELA trial data, which is widely expected to validate sonelokimab's best-in-class potential in treating hidradenitis suppurativa. The community is actively debating the timing of this readout alongside other catalysts like the IZAR-1 trial for psoriatic arthritis, with sentiment heavily focused on the drug's superior nanobody structure as a prime target for a strategic acquisition by big pharma.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is experiencing significant momentum and investor attention following the release of positive Phase 3 topline results for its MDD treatment, triggering robust community discussions regarding potential FDA approval timelines and long-term valuation. While the stock continues to rally on the back of this data, market participants remain actively divided between optimism over its clinical progress and cautious concerns surrounding future capital raises, dilution risks, and technical profit-taking.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is experiencing heightened investor activity and volatility as the community focuses on upcoming clinical trial catalysts, including the initiation of their phase 3 lung cancer program and anticipation of a major buyout opportunity. Investors are closely monitoring institutional accumulation and potential short-covering as they interpret recent tape movements and manufacturing progress as indicators of imminent, value-driving news.

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