<ul class="summary-bullets"><li>Dell shares hit record highs.&nbsp;</li><li>Stock records best week in over two years.</li><li>Mizuho raised its target price on Dell stock to $260 from $215.&nbsp;</li></ul>Dell Technologies (DELL) stock soared to record highs on Friday, benefiting from a public endorsement by President Donald Trump at a White House event.&nbsp;DELL stock gained nearly 24% in the week ending&nbsp;May 8, 2026, its best performance in over two years, as investors cheered the laptop maker’s transition from a tech hardware maker to an AI infrastructure powerhouse.&nbsp;At a Mother's Day event at the White House, President Trump thanked the Dell family and said, "Go out and buy a Dell! They're great."&nbsp;On April 30, Trump made a similar endorsement of Intel on Truth Social, which had pushed INTC stock higher in after-hours trading.&nbsp;<h2 class="st-heading-2">DELL Analyst View</h2>Beyond the political endorsement, several analysts&nbsp;lauded the company for its dominant position in the artificial intelligence server and infrastructure market. Mizuho analyst Vijay Rakesh raised his price target on the stock on Wednesday to $260.00 from $215.00, maintaining an ‘Outperform’ rating.&nbsp;Last week, Bank of America (BofA) raised the price target on DELL to $246 from $205 and kept a ‘Buy’ rating on the shares.&nbsp;“The next phase of AI is agentic, and the importance of agentic AI for Dell and HPE (HPE) is increasing demand for AI servers and storage, but especially their traditional server business,” wrote BofA in a note.<h2 class="st-heading-2">Dell’s AI Advancements&nbsp;</h2>TotalEnergies (TTE) announced on Thursday that it will sign a contract with Dell and Nvidia (NVDA) for the design and installation of Pangea 5, its next supercomputer.&nbsp;The supercomputer will be placed at the Jean Feger Scientific and Technical Center in Pau, in the South of France, and is expected to multiply TTE’s computing power six fold and will be commissioned for the first time in 2027.Dell announced in March that it was the first original equipment manufacturer (OEM) to ship desktops featuring the&nbsp;NVIDIA GB300 Grace Blackwell Ultra Superchip, capable of handling trillion-parameter models.&nbsp;&nbsp;<h2 class="st-heading-2">DELL Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘bullish’ with ‘high’ message volumes.&nbsp;One user highlighted what Trump’s comment had done to Intel stock.&nbsp;<stembedurl>https://stocktwits.com/willywaller/message/652799970</stembedurl>Dell is expected to release earnings for the quarter ending March on May 28 during after market hours.&nbsp;DELL stock has soared 107% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

“We believe Dell will be one of the key beneficiaries of enterprise PC refresh next year,” Morgan Stanley said in its note. | Source: Wikimedia Commons

DELL Stock Spikes To Record Highs On President Trump’s Endorsement

"Go out and buy a Dell! They're great," said Trump at a White House event.

Equity

<ul class="summary-bullets"><li>The plans come on the heels of several complaints from the pharmaceutical industry and sparring with others in the health department over policy, the report added.</li><li>Makary, a former Johns Hopkins surgeon, joined the FDA in November 2024.</li><li>Shares of REPL and QURE jumped as much 17% following the report.</li></ul>President Donald Trump is reportedly considering firing U.S. Food and Drug Administration Commissioner Marty Makary.The Wall Street Journal <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/health/healthcare/trump-planning-to-fire-fda-commissioner-marty-makary-34c072e2">reported</a> on the plans on Friday, citing people familiar with the matter, while noting that other top administration officials believe Makary is struggling to manage his agency. The plans come on the heels of several complaints from the pharmaceutical industry and sparring with others in the health department over policy, the report added.However, the president’s plans are not final and could change, the report said. WSJ noted that Makary, if fired, would become the latest top lieutenant to be fired under Health and Human Services Secretary Robert F. Kennedy Jr., following the departures of CDC Director Susan Monarez last summer and HHS Deputy Secretary Jim O’Neill in February.Makary, a former Johns Hopkins surgeon, joined the FDA in November 2024.<h2 class="st-heading-2">Companies Likely To Benefit from Makary’s Exit</h2>Several biotech and pharmaceutical firms that have publicly clashed with the Makary-led FDA over what they describe as inconsistent, unpredictable, or overly restrictive drug-review processes are viewed as potential beneficiaries of new leadership that could accelerate approvals and restore clearer regulatory guidance.Replimune Group Inc. (<a href="https://stocktwits.com/symbol/REPL">REPL</a>): The FDA rejected the company’s lead melanoma therapy RP1 in a high-profile decision that drew intense industry backlash. Replimune argued the agency treated it unfairly and failed to honor prior commitments made during review meetings; the case became a flashpoint in broader criticism of Makary’s tenure.uniQure N.V. (<a href="https://stocktwits.com/symbol/QURE">QURE</a>): The agency issued a sudden “key shift” in feedback on the company’s Huntington’s disease gene therapy AMT-130, reversing earlier assurances about the sufficiency of its Phase 1/2 data. The FDA strongly recommended a new, randomized, double-blind, sham-surgery-controlled trial.Moderna Inc. (<a href="https://stocktwits.com/symbol/MRNA">MRNA</a>): CEO Stéphane Bancel publicly stated that the FDA under Makary had become “unpredictable” in a way that “threatens U.S. leadership in innovative medicines.” The company experienced surprise setbacks, including an initial refusal to accept a flu vaccine application that was later reversed.Regenxbio Inc. (<a href="https://stocktwits.com/symbol/RGNX">RGNX</a>): The FDA declined to approve the company’s gene therapy for the ultra-rare Hunter syndrome (MPS II) in February 2026, despite prior engagement. Industry observers cited this as part of a pattern of moving goalposts that has frustrated rare-disease developers.Sarepta Therapeutics Inc. (<a href="https://stocktwits.com/symbol/SRPT">SRPT</a>): Sarepta faced repeated conflicts over its Duchenne muscular dystrophy gene therapy Elevidys, including safety and efficacy disputes under Makary’s oversight and the influence of former FDA official Vinay Prasad.Other biotech stocks likely to benefit from under new FDA leadership include Hims &amp; Hers Health (<a href="https://stocktwits.com/symbol/HIMS">HIMS</a>), which faced direct public criticism from Makary over its compounded GLP-1 weight-loss products, and rare-disease gene- and RNA-therapy developers such as Dyne Therapeutics (<a href="https://stocktwits.com/symbol/DYN">DYN</a>), Avidity Biosciences (<a href="https://stocktwits.com/symbol/RNA">RNA</a>), and Lexeo Therapeutics (<a href="https://stocktwits.com/symbol/LXEO">LXEO</a>), all of which have cited inconsistent feedback and delays during Makary’s tenure.Shares of REPL jumped 17% at the time of writing, while QURE rose 15%. MRNA traded 10% higher, while SRPT stock traded 3% lower, and RGNX shares stayed flat.<h2 class="st-heading-2">How Did Retail Traders React?</h2>A Stocktwits user voiced optimism for eventual approval of Replimune’s RP-1 drug, calling the decision to deny it approval a “terrible one.”<stembedurl>https://www.stocktwits.com/History101/message/652782029</stembedurl>Another voiced optimism for “someone better” replacing Makary.<stembedurl>https://www.stocktwits.com/blueb22/message/652773597</stembedurl>While REPL shares fell by about 50% over the past 12 months, QURE rose 124%.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/lucid-uber-partnership-accelerates-after-nuro-lands-key-california-permit-for-gravity-robotaxis/cZX2AwwReg1">LCID-UBER Partnership Accelerates After Nuro Lands Key California Permit for Gravity Robotaxis</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

FDA Commissioner Marty Makary speaks at a news conference on removing synthetic dyes from America's food supply, at the Health and Human Services Headquarters in Washington, DC on April 22, 2025. (Photo by Nathan Posner/Anadolu via Getty Images)

REPL, QURE, MRNA Soar On Reports Trump Will Fire FDA’s Marty Makary 

The Wall Street Journal reported on the plans on Friday, citing people familiar with the matter, while noting that other top administration officials believe Makary is struggling to manage his agency.

<ul class="summary-bullets"><li>Apollo Global Management Inc. and Blackstone Inc. are involved in talks.</li><li>AVGO had hit a financing snag relating to its plan to develop chips with OpenAI.&nbsp;</li><li>Broadcom shares hit record highs on Friday and are on track to record gains for five out of six previous weeks.</li></ul>Broadcom (AVGO) stock gained 4% on Friday and hit record highs after a media report suggested the chipmaker is involved in talks with top private equity players to raise funds to support the development of AI chips.&nbsp;Apollo Global Management Inc. and Blackstone Inc. are among private credit lenders involved in talks with chipmaker Broadcom over a roughly $35 billion financing deal, Bloomberg reported, citing people familiar with the matter.&nbsp;The financing, which would be one of the largest private credit deals ever, will help Broadcom fund the development of chips for AI tasks. Negotiations with the investment firms are ongoing, and terms could change, according to the people.&nbsp;If finalized, the $35 billion financing will provide the liquidity necessary for Broadcom to scale its custom silicon business as Big Tech firms—including Amazon and Microsoft—plan to spend a combined $725 billion on AI infrastructure.&nbsp;<h2 class="st-heading-2">AVGO’s Recent Partnerships&nbsp;</h2>AVGO has recently secured high-profile, long-term agreements to develop custom Tensor Processing Units (TPUs) for Google and networking components for Meta Platforms (META) through 2031. Broadcom also recently expanded its partnership with Anthropic, promising to supply 3.5 gigawatts of next-generation AI compute capacity starting in 2027.The chipmaker’s ambitious plan to develop bespoke artificial intelligence hardware along with OpenAI also reportedly hit a significant financing roadblock, as per a report from The Information on Thursday.&nbsp;The companies were negotiating an agreement for Broadcom to finance the first phase of chip production, which would consume 1.3 GW of data center capacity and cost around $18 billion.&nbsp;The negotiations have hit a snag, as Broadcom has said it would finance the first phase only if Microsoft (MSFT) agrees to buy roughly 40% of the chips. Microsoft has yet to sign a firm purchase agreement to use the chips developed by AVGO and OpenAI.&nbsp;&nbsp;&nbsp;<h2 class="st-heading-2">AVGO’s AI Financial Performance&nbsp;</h2>The chipmaker’s AI-related revenue has surged—growing 106% year-over-year to $8.4 billion in the first quarter of fiscal 2026 and forecasting AI chip sales to exceed $100 billion next year.&nbsp;However, investors are also monitoring broader industry pressure, with the semiconductor sector being highly sensitive to global trade tensions and supply chain constraints.<h2 class="st-heading-2">AVGO Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘bullish’ with ‘normal’ message volumes.&nbsp;The stock has jumped 108% over the past 12 months.&nbsp; Read More: <a href="https://stocktwits.com/news-articles/markets/equity/msft-stock-drops-after-british-hedge-fund-slashes-8-b-stake-almost-ends-decade-long-holding/cZX2A2CRegf">MSFT Stock Drops After British Hedge Fund Slashes $8B Stake, Almost Ends Decade-Long Holding</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Broadcom Ink logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on September 2, 2025. 

AVGO Stock Hits Record Highs Amid Reports Of $35B Financing From Top Private Equity Players

The financing would be one of the largest ever private credit deals.

<ul class="summary-bullets"><li>The warrants are priced at a 14% discount to Thursday’s closing price.</li><li>On Thursday, the biotech firm announced positive results from a Phase 2 trial of Ampligen to treat recurrent ovarian cancer patients.</li><li>Additional data on progression-free survival and overall survival are expected in January 2027.</li></ul>Shares of AIM ImmunoTech (AIM) plunged more than 35% on Friday after the biotech firm’s latest financing move, which allows certain accredited investors to exercise existing warrants for up to 8.7 million common shares at a reduced price.<a href="https://stocktwits.com/symbol/AIM">AIM shares</a> plunged to their lowest levels since June 2025, when it had executed a 1-for-100 reverse stock split.<h2 class="st-heading-2">AIM’s Discounted Pricing</h2>AIM ImmunoTech announced an agreement with certain accredited investors to exercise outstanding Class A, Class B, Class C, Class D, Class E, and Class F Warrants for $0.48 per share to raise $4.2 million in gross proceeds. This represents a 14% discount to Thursday’s closing price.The late-stage biotechnology company said the funds will mainly be used for working capital and other general corporate purposes.As part of the deal, investors who immediately exercise their existing warrants for cash will receive new unregistered warrants in a private placement, the company said. The new warrants will allow investors to buy up to 17.4 million common shares at $0.60 per share over the next five years.<h2 class="st-heading-2">AIM’s Positive Data From Ovarian Cancer Study</h2>This comes a day after AIM ImmunoTech announced positive final primary endpoint results from a Phase 2 clinical trial evaluating its experimental drug, Ampligen, in patients with recurrent ovarian cancer. The study tested Ampligen in combination with Merck’s immunotherapy Pembrolizumab and chemotherapy drug Cisplatin.Results showed a 50% objective response rate (ORR), with 21% of patients achieving complete responses. ORR measures the percentage of patients whose tumors either shrink or completely disappear after treatment.The trial also reported a 79% clinical benefit rate and a median overall survival of 32.5 months. Some patients experienced durable responses lasting more than 70 months. Importantly, no Grade 4 or Grade 5 toxicities were observed during the study. Additional data on progression-free survival and overall survival are expected in January 2027.<h2 class="st-heading-2">Retail Bets On AIM’s Cancer Therapy</h2>Retail sentiment on Stocktwits turned ‘extremely bullish’ from ‘bullish’ a day earlier, while message volumes on the platform rose by 200%.One user expects a potential for rerating.<stembedurl>https://stocktwits.com/GordoHLYK13/message/652758944</stembedurl>The stock has declined more than 70% so far this year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/this-sub-1-stock-ripped-today-whats-driving-the-super-rally/cZX2AvTRegK">This Sub $1 Stock Ripped 150% Today – What’s Driving The Super Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

S&P 500 Index trades listlessly ahead of Nvidia earnings. 

Why Did AIM Stock Plummet 35% Today?

AIM ImmunoTech announced an agreement with certain accredited investors to exercise outstanding warrants for $0.48 per share to raise $4.2 million in gross proceeds.

<ul class="summary-bullets"><li>Nuro said on Friday that it has secured a California Public Utilities Commission (CPUC) Drivered Pilot Permit.</li><li>The startup also has a California Department of Motor Vehicles (DMV) Driverless Testing Permit.</li><li>Nuro is looking to deploy its autonomous vehicle service first in the San Francisco Bay Area.</li></ul>Shares of Lucid Group (LCID) jumped 4% on Friday, after three consecutive days of closing in the red, after the firm’s partner and Silicon Valley-based startup Nuro said that it has obtained a key permit ahead of deploying robotaxis in the state.Uber Technologies, Lucid Group, and Nuro announced a strategic partnership in July 2025 to launch a premium global robotaxi program exclusively on the Uber ride-hailing platform.The agreement was significantly expanded in April 2026, with Uber now committing to deploy at least 35,000 Lucid vehicles—including Gravity electric SUVs and models from the EV maker’s upcoming midsize platform—equipped with Nuro’s “Nuro Driver” autonomy system over six years across dozens of markets worldwide. These vehicles would be owned and operated by Uber or its third-party fleet partners. The collaboration aims to combine Lucid’s luxury vehicles with Nuro’s self-driving technology and Uber’s scale.Nuro said on Friday that it has secured a California Public Utilities Commission (CPUC) Drivered Pilot Permit, which allows it to conduct pilot testing of autonomous passenger service in California with a safety driver, while carrying passengers in test vehicles on public roads.The startup also has a California Department of Motor Vehicles (DMV) Driverless Testing Permit that allows it to test autonomous vehicles without a safety driver. Neither of the permits, however, allows the company to offer paid rides to passengers or carry people without a driver. However, Nuro is one of only five companies with both the DMV Driverless Testing Permit and Drivered Pilot Permit in California.Nuro is looking to deploy its autonomous vehicle service first in the San Francisco Bay Area, where Alphabet’s robotaxi unit Waymo already operates. The firm now operates a fleet of about 100 robotaxi engineering vehicles, all Lucid Gravity SUVs integrated with its own Nuro Driver technology, used for testing and validation.<h2 class="st-heading-2">How Did LCID And Uber Retail Traders React?</h2>On Stocktwits, retail sentiment around LCID and UBER stocks was both in ‘bullish’ territory, accompanied by ‘high’ and ‘extremely high’ message volumes, respectively.A Stocktwits user said that they have “100% conviction” on the stock.<stembedurl>https://www.stocktwits.com/OkieDokieTrader/message/652752123</stembedurl>Another user considered a potential merger between Lucid and its rival EV startup Rivian Automotive.<stembedurl>https://www.stocktwits.com/Money2Money/message/652741095</stembedurl>While <a href="https://stocktwits.com/symbol/UBER">UBER stock</a> has fallen by about 9% over the past 12 months, <a href="https://stocktwits.com/symbol/LCID">LCID stock </a>has lost over 70%. &nbsp;&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/msft-stock-drops-after-british-hedge-fund-slashes-8-b-stake-almost-ends-decade-long-holding/cZX2A2CRegf">MSFT Stock Drops After British Hedge Fund Slashes $8B Stake, Almost Ends Decade-Long Holding</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)

LCID-UBER Partnership Accelerates After Nuro Lands Key California Permit for Gravity Robotaxis  

Uber Technologies, Lucid Group, and Nuro announced a strategic partnership in July 2025 to launch a premium global robotaxi program exclusively on the Uber ride-hailing platform. 

<ul class="summary-bullets"><li>White Group will help introduce the firm to private equity investors for a proposed $100 million funding round.</li><li>The proposed financing effort supports J-Star’s partnership with Patriot Green Energy Technology to develop polymer-based solid-state batteries.</li><li>The partnership is a part of a larger U.S.–Taiwan agreement, which includes $250 billion in planned Taiwanese investment into the U.S.</li></ul>J-Star Holding Co. (YMAT) shares exploded more than 220% on Friday, marking their biggest single-day surge on record, after investors piled into the stock on optimism that a crucial financing update could pave the way for the company’s planned solid-state battery manufacturing facility.The company signed a non-binding memorandum of understanding with White Group to help secure funding for its planned automated battery production facility in Texas.<h2 class="st-heading-2">YMAT To Raise $100M</h2>As a part of the deal, White Group will help introduce the company to U.S.-based private equity investors for a proposed $100 million funding round. The investment is expected to support construction, automation systems, workforce training, infrastructure development, and technical milestones tied to customer qualification and potential federal funding.“Following our partnership with Patriot Green Energy Technology, our Department of Energy grant application, and the securing of our Baytown site, we are now focused on building the capital structure required to bring this project into execution,” said Jonathan Chiang, CEO and Chairman of J-Star.<h2 class="st-heading-2">Project Part Of US-Taiwan Agreement</h2>The proposed financing effort supports J-Star’s partnership with Patriot Green Energy Technology to develop polymer-based solid-state batteries. The project includes plans for a 100-megawatt-hour automated production line to supply batteries for unmanned aerial vehicles, drones, aerospace, and defense applications.The partnership is part of a larger U.S.–Taiwan Agreement on Research and Technology (ART) framework, which includes $250 billion in planned Taiwanese investment in the U.S. across the semiconductor, AI, energy, and defense sectors.<h2 class="st-heading-2">Retail Bulls Eye The $1-Mark</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/YMAT">YMAT</a> on Stocktwits turned ‘extremely bullish’ from ‘bullish’ a day earlier, while message volumes on the platform remained ‘extremely high.’One user said the stock looks set to test $1. The stock last traded above that level on Oct. 30, 2025. The Nasdaq issued a notice on Dec. 16, 2025, giving the firm 180 days to regain compliance with the $1 minimum bid price.<stembedurl>https://stocktwits.com/SadyK189/message/652743375</stembedurl>YMAT shares have gained around 39% so far this year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/mike-alfred-buys-the-dip-in-open-stock-calls-post-earnings-sell-off-a-blatant-manipulation/cZX2AY5Reg0">Mike Alfred Buys The Dip In OPEN Stock, Calls Post-Earnings Sell-Off A ‘Blatant Manipulation’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Piedmont Lithium was among the top ten trending tickers on Stocktwits Wednesday morning. 

This Sub $1 Stock Ripped 150% Today – What’s Driving The Super Rally?

The company signed a non-binding memorandum of understanding with White Group to help secure funding for its planned automated battery production facility in Texas.

YMAT Stock Rocketed 150% Today – All Eyes On The $1-Mark Ahead Of Nasdaq Compliance Deadline

<ul class="summary-bullets"><li>OPEN shares slumped more than 6% after the company posted a 38% decline in first-quarter revenue and a wider-than-expected loss.</li><li>Morgan Stanley lowered the firm’s price target to $5.50 from $6 but maintained an ‘Equal Weight’ rating, according to The Fly.</li><li>Opendoor expects second-quarter revenue to rise 25% sequentially.</li></ul>Alpine Fox Capital founder and crypto entrepreneur Mike Alfred said on Friday that he scooped up 270,000 shares of Opendoor Technologies Inc. (OPEN) at an average price of $4.89, calling the recent selloff a “blatant manipulation.”“Never miss an opportunity to take advantage of blatant manipulation. Don’t complain, just profit. Easy mode,” Alfred <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/mikealfred/status/2052764241539768790">said</a> in a post on X.<a href="https://stocktwits.com/symbol/OPEN">OPEN shares</a> were down by more than 6% at the time of writing.<h2 class="st-heading-2">OPEN’s Mixed Q1 Leads To Price Target Cut By Morgan Stanley</h2>On Thursday, the company posted a 38% decline in first-quarter (Q1) revenue to $720 million, though it came in above estimates of $667.2 million, according to Fiscal.ai data. Net loss more than doubled to $173 million, or a loss of $0.18 per share, wider than Wall Street’s estimates of $0.1 per share loss.Opendoor expects second-quarter (Q2) revenue to rise 25% sequentially. The company also said it expects to generate adjusted earnings before interest, tax, depreciation, and amortization (EBITDA) in Q2 and continue doing so in the following quarters.Following the results, Morgan Stanley lowered the company’s price target to $5.50 from $6 but maintained an ‘Equal Weight’ rating, according to The Fly.<h2 class="st-heading-2">Retail Retains Hope In OPEN</h2>Retail sentiment for OPEN on Stocktwits trended in the ‘extremely bullish’ zone, while message volumes on the platform surged by more than 180% over a 24-hour period.Despite the slump, retail traders have been backing the stock. One user said housing stocks are set to become the “hottest ticket on Wall Street.”<stembedurl>https://stocktwits.com/tkathlina/message/652707673</stembedurl>Another user expects the stock to surge into double-digit territory from its current price of around $5.<stembedurl>https://stocktwits.com/Jmsp21/message/652743102</stembedurl>While the stock has shed around 15% so far this year, its one-year gains stand at more than 580%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/a-hantavirus-update-has-sent-this-nano-cap-biotech-stock-surging-today-here-s-why-retail-sees-potential-20x-gains/cZX2V7URegP">A Hantavirus Update Has Sent This Nano-Cap Biotech Stock Surging Today – Here’s Why Retail Sees Potential 20x Gains</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Opendoor Technologies (Open Door) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Mike Alfred Buys The Dip In OPEN Stock, Calls Post-Earnings Sell-Off A ‘Blatant Manipulation’

Alfred scooped up 270,000 shares of Opendoor Technologies at an average price of $4.89 on Friday.

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

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

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

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

<ul class="summary-bullets"><li>Artificial intelligence poses a threat to MSFT’s dominant software products: TCI.</li><li>Boosts stake in Alphabet from 3% to 5%.</li><li>TCI top holdings include General Motors, Visa, and Moody’s.</li></ul>Microsoft (<a href="https://stocktwits.com/symbol/MSFT">MSFT</a>) share price eased 1% on Friday after British billionaire Christopher Hohn’s TCI Fund Management nearly liquidated most of its position in the Windows operating system developer, citing concerns that the rapid evolution of artificial intelligence could undermine the tech giant's dominance in software.&nbsp;&nbsp;TCI reduced its Microsoft holding from 10% of its portfolio at the end of 2025 to just 1% by March 2026. The move represents the offloading of an approximately $8 billion stake in the&nbsp;software giant, the Financial Times reported, citing a quarterly investor letter.&nbsp;"We reduced our investment in Microsoft because the rapid progress in AI introduces uncertainty over Microsoft’s competitive position in the future," Hohn reportedly said in the letter. "We are primarily concerned about Microsoft's Office productivity software franchise, where AI could change established workflows and lead to the emergence of new productivity platforms, but we also see some risks in Azure," he added.The decision marks a significant shift for TCI, which has been a staunch supporter of Microsoft for nearly a decade, benefiting from a roughly 400% rise in the company's share price over the past nine years.&nbsp;Hohn also holds stocks for an average of nine years, far longer than most other hedge fund traders typically do, in an effort to benefit from the long-term growth of high-quality stocks, FT said. TCI’s top holdings include General Motors, Visa, Moody’s, and the S&amp;P 500.&nbsp;<h2 class="st-heading-2">MSFT Hedge Fund Headaches</h2>In 2026, several high-profile hedge funds have reduced their exposure to Microsoft, citing a range of reasons from valuation concerns to fears of long-term AI disruption. While Microsoft’s AI partnership with OpenAI initially fueled a massive rally, these recent exits have raised concerns around investor sentiment.&nbsp;Duquesne Family Office and Tiger Global are among the names that recently cut their exposure to Microsoft stock, citing AI-related disruption concerns.&nbsp;<h2 class="st-heading-2">MSFT’s AI Ambitions&nbsp;</h2>Microsoft enjoyed an early first-mover advantage through its partnership with OpenAI, but that move is facing a tough test as Wall Street grows impatient with the pace of AI monetization.&nbsp;MSFT’s amended relationship with OpenAI has also raised a few concerns. While Microsoft remains a primary partner, OpenAI is now permitted to strike cloud deals with rivals like Amazon (AWS) and Google Cloud, ending Microsoft's exclusive access to the startup's newest innovations.&nbsp;Microsoft is also facing intense competition in the cloud segment. While Azure grew 40% in the first quarter of 2026, it was eclipsed by Google Cloud’s 63% growth, which Google attributed to its enterprise AI solutions becoming a primary driver. Meanwhile, AWS remains the market leader with a 28% share of the worldwide cloud market.&nbsp;<h2 class="st-heading-2">MSFT Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘bearish,’ and message volumes were ‘normal.’One user raised concerns about the viability of investing in MSFT at the moment and highlighted the gains available in other AI-related stocks.&nbsp;<stembedurl>https://stocktwits.com/chrisjam92/message/652764479</stembedurl>The stock has dropped 4.2% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Microsoft logo appears on a smartphone screen with the OpenAI logo in the background

MSFT Stock Drops After British Hedge Fund Slashes $8B Stake, Almost Ends Decade-Long Holding

British billionaire Chris Hohn’s hedge fund TCI cut its position in Microsoft from 10% to 1%. 

<ul class="summary-bullets"><li>Odyssey Therapeutics stated that it had also raised an additional $25 million through a private placement of 1.39 million shares of its common stock to an affiliate of TPG Life Sciences Innovations.</li><li>Odyssey plans to use the proceeds of the offering and private placement to advance the development of OD-001, its most advanced drug candidate for the treatment of ulcerative colitis and Crohn’s disease.</li><li>It also disclosed plans to advance its SLC15A4 program and to fund additional discovery, preclinical, and clinical activities for disclosed or future programs.</li></ul>Shares of Odyssey Therapeutics Inc. (ODTX) gained nearly 13% in its debut on the Nasdaq on Friday, reaching a valuation of $900 million as equity markets hover near new all-time highs.<a href="https://stocktwits.com/symbol/ODTX">Odyssey Therapeutics shares</a> debuted on the Nasdaq at $20. However, the stock has lost all its gains at the time of writing, trading nearly 10% lower at $16 per share, compared to its issue price of $18 per share.The Boston-based clinical-stage biopharmaceutical company raised $279 million through an upsized offering, issuing 15.5 million shares of its common stock. The company also stated that the underwriters have an option to purchase up to an additional 2.33 million shares within 30 days from the date of issue.Retail sentiment on Stocktwits around Odyssey Therapeutics trended in the ‘neutral’ territory at the time of writing.<h2 class="st-heading-2">ODTX Raises Additional $25M From Private Placement</h2>Odyssey Therapeutics stated that it had also raised an additional $25 million through a private placement of 1.39 million shares of its common stock to an affiliate of TPG Life Sciences Innovations at the IPO price of $18 per share.Overall, Odyssey’s gross proceeds from the public issue and the private placement stood at $304 million.The company had previously filed for an IPO in 2025, but withdrew it a few months later.Odyssey plans to use the proceeds of the offering and private placement to advance the development of OD-001, its most advanced drug candidate for the treatment of ulcerative colitis and Crohn’s disease. It also disclosed plans to advance its SLC15A4 program and to fund additional discovery, preclinical, and clinical activities for disclosed or future programs.<h2 class="st-heading-2">What Does ODTX Do?</h2>Odyssey Therapeutics is a clinical-stage biotech company developing targeted treatments for autoimmune and inflammatory diseases.Founded in 2021, the company has built an internally developed pipeline of drug candidates that precisely target disease pathways and deliver deeper, longer-lasting remission for patients with unmet medical needs.According to the company’s filings with the U.S. Securities and Exchange Commission (SEC), Odyssey reported a net loss of $148.6 million in 2025, while its net loss for 2024 stood at $129.3 million.Odyssey stated that it had $175.7 million in cash, cash equivalents, and marketable securities as of March 31, 2026.The Renaissance IPO ETF (IPO) is up 20% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/groupon-missed-q1-estimates-why-is-grpn-stock-soaring-today/cZX28P9Reg7">GRPN Stock Heads For Best Day In A Year Despite Earnings Miss — Here’s Why CEO Senkypl Is Confident About ‘Stronger Performance Ahead’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an IPO (Initial public offering) words are seen on a smartphone screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Odyssey Therapeutics Hits $900M Valuation In Nasdaq Debut, Stock Climbs 13% Before Diving Lower

The Boston-based clinical-stage biopharmaceutical company raised $279 million through an upsized offering, issuing 15.5 million shares of its common stock.

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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is seeing massive momentum as investors bet on the company's critical role in the AI-driven memory chip supercycle, with community chatter centered on explosive demand for High Bandwidth Memory and a dramatic market rerating. While bullish participants highlight the stock's long-term growth potential and structural supply tightness, others are debating whether the current parabolic price action suggests an overextended market or the early stages of a historic cycle.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as investors monitor potential FDA action on a key sBLA submission, while community sentiment is buoyed by reports of leadership changes at the agency and the company's aggressive international expansion strategy. Supporters remain focused on these regulatory developments and institutional buying, viewing the stock as a coiled opportunity as the market watches for imminent catalyst news.

Digi Power X, Inc. is a block chain technology company, which engages in crypto currency mining. It focuses on validation through mining, hosting solutions, and blockchain software solutions. It operates through the following segments: Cryptocurrency Mining, Sales of Energy and Electricity, and Colocation Services. The company was founded on February 18, 2017, and is headquartered in Miami, FL.

Digi Power X Inc. - Ordinary Shares (Sub voting)

Digi Power X is attracting significant investor attention following a confirmed billion-dollar colocation contract with Cerebras Systems, which the community views as a major valuation catalyst leading into the upcoming Cerebras IPO. While traders are actively debating the potential impact of share offerings on near-term price action, many remain bullish, framing the stock as an undervalued AI infrastructure play compared to its sector peers.

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

Celsius Holdings Inc

Celsius Holdings is experiencing heightened investor scrutiny as traders debate whether its recent earnings beat and strong market share growth justify a recovery from 52-week lows or if broader sector competition and margin concerns will continue to fuel volatility. The community remains deeply divided, with many citing the stock's significant price disconnect as an opportunity to accumulate, while others express frustration over institutional selling and concerns regarding long-term brand durability.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is seeing high-intensity trading and community debate as investors navigate recent FCC regulatory approvals alongside skepticism regarding satellite deployment timelines. Bulls are betting on a massive short squeeze and long-term potential in direct-to-device connectivity, while bears remain focused on execution risks and past missed targets ahead of the upcoming earnings report.

Rackspace Technology, Inc. engages in the provision of end-to-end multi-cloud technology services. The firm designs, builds and operates its customers’ cloud environments across technology platforms. It operates through the following segments: Multicloud Services and Apps & Cross Platform. The Multicloud Services segment includes public and private cloud managed services offerings, as well as professional services related to designing and building multicloud solutions and cloud-native applications. The Apps & Cross Platform segment includes managed applications, managed security and data services, as well as professional services related to designing and implementing application, security and data services. The company was founded on July 21, 2016 and is headquartered in San Antonio, TX.

Rackspace Technology Inc

Rackspace Technology is trending after posting a quarterly revenue beat and announcing a multiyear partnership with AMD to build governed enterprise AI infrastructure. Community members are actively debating the company's turnaround potential, with many traders celebrating significant gains while others caution against volatility and the possibility of future share dilution.

McDonald's Corp. engages in the operation and franchising of restaurants. It operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. The firm's products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, McCafe beverages, and other beverages. The company was founded by Raymond Albert Kroc on April 15, 1955, and is headquartered in Oak Brook, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is trending as investors react to a challenging earnings report and critical comments from the CEO regarding weakened consumer spending. The stock faces heavy selling pressure as community members actively debate the company's leadership, the impact of rising costs on their core demographic, and whether the recent sell-off represents a buying opportunity.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is experiencing a massive rally following a record-breaking earnings report and new, high-value launch contracts that have solidified its standing in the space infrastructure sector. The community is actively discussing the stock's aggressive momentum and price discovery, with many debating the impact of upcoming sector-wide catalysts and the potential for long-term repricing as the company secures key defense and commercial backlog growth.

Kopin Corp. engages in the development, manufacture and sale of wearable technologies which include components and systems. Its portfolio includes AMLCD, LCOS displays, OLED displays, ASIC, backlights, and optical lenses. The firm uses semiconductor material technology to design, manufacture and market its component products for use in military, enterprise and consumer electronic applications, training and simulation equipment and 3D metrology equipment. The company was founded by John C.C. Fan on April 23, 1984 and is headquartered in Westborough, MA.

Kopin Corp.

Kopin Corp

Kopin Corp is trending due to the announcement of a breakthrough MicroLED-based optical interconnect technology for AI infrastructure and a significant development order, fueling community speculation about a pivot toward high-growth AI plumbing. Investors are actively discussing the stock's potential for asymmetric upside, comparing it to other photonics players, and highlighting its role in addressing AI data center bottlenecks as a catalyst for long-term growth.

Mannatech, Inc. engages in the development of nutritional supplements, topical and skin care products and weight-management products that target optimal health and wellness. Its product category includes integrative health, targeted health, wealth and fitness, skin care, essentials, and home. The company was founded by Marlin Ray Robbins and Samuel L. Caster in November 1993 and is headquartered in Flower Mound, TX.

Mannatech Inc

Mannatech Inc (MTEX) is trending as a low-float, highly volatile play with the community debating whether the stock is primed for a massive short squeeze or represents a classic pump-and-dump scheme. Investors are closely tracking its limited float and thin order book, with bulls looking for volume spikes to drive a parabolic move while skeptics warn of potential manipulation and lack of fundamental news.

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