<ul class="summary-bullets"><li>RayThera focuses on discovering and advancing small-molecule therapies targeting inflammation across a range of immune-related conditions.&nbsp;</li><li>This marks Biogen’s second major acquisition of the year.&nbsp;</li><li>In March, Biogen announced the purchase of Apellis Pharmaceuticals for around $5.6 billion in cash, plus contingent value rights worth up to an additional $4 per share.</li></ul> Shares of Biogen (BIIB) edged lower by about 0.4% in after-hours trading on Wednesday after the company announced a deal to acquire RayThera Inc., a San Diego-based company developing small-molecule anti-inflammatory drugs for immune-mediated diseases, in a transaction valued at up to $1 billion.The deal includes an upfront payment plus milestone payments tied primarily to clinical and regulatory successes. It is expected to close in the third quarter of 2026, subject to customary regulatory approvals.<h2 class="st-heading-2">What RayThera Brings</h2>RayThera focuses on discovering and advancing small-molecule therapies targeting inflammation across a range of immune-related conditions. The company’s pipeline includes multiple anti-inflammatory assets. Its lead candidate is on track to enter Phase 1 clinical testing in early Q3 2026.Biogen will take full responsibility for further development, manufacturing and global commercialization of these programs after the deal closes. The acquisition is expected to broaden Biogen’s immunology efforts and open opportunities in new disease areas while adding promising early-stage candidates to its longer-term pipeline.Priya Singhal, Biogen’s Executive Vice President and Head of Development, said, “With this acquisition, we are further deepening our pipeline in immunology by adding a suite of assets that can allow us to expand into new disease areas. We believe these assets can meaningfully contribute to our long-term pipeline potential and we’re excited about the opportunity to rapidly advance the first candidate into the clinic.”<h2 class="st-heading-2">Biogen’s Other Deals This Year</h2>This marks Biogen’s second major acquisition of the year and continues a pattern of using M&amp;A to strengthen its position in immunology and rare diseases.In March, Biogen announced the purchase of Apellis Pharmaceuticals for around $5.6 billion in cash, plus contingent value rights worth up to an additional $4 per share tied to sales of one of the products. The Apellis acquisition significantly boosted Biogen’s near-term revenue outlook, accelerated its expansion into nephrology (kidney diseases) and added commercial-stage immunology assets, including Empaveli and Syfovre.<h2 class="st-heading-2">How Did BIIB Retail Traders React?</h2>On Stocktwits, retail sentiment around BIIB stayed within the ‘neutral’ territory over the past 24 hours, while message volume stayed at ‘normal’ levels.<a href="https://stocktwits.com/symbol/BIIB">BIIB stock</a> has gained 12% this year. &nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/tsla-stock-elon-musk-exercises-2018-stock-options-award-boosts-stake-in-ev-giant/cZKKXg9R7eX">TSLA Stock: Elon Musk Exercises 2018 Stock Options Award, Boosts Stake In EV Giant</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration the logo of Biogen is seen on a smartphone with the FDA logo in the background. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)  

BIIB Stock: Biogen Strengthens Immunology Pipeline In Up To $1B RayThera Deal

The deal includes an upfront payment plus milestone payments tied primarily to clinical and regulatory successes.

Equity

The deal includes an upfront payment plus milestone payments tied primarily to clinical and regulatory successes.


<ul class="summary-bullets"><li>Jim Cramer said Intel remains his “new favorite stock,” even after a sharp year-to-date rally, according to CNBC.</li><li>He pointed to rising demand for CPUs fueled by AI infrastructure and agentic systems.</li><li>Intel’s emerging foundry business could reportedly benefit as global chip demand pushes customers toward alternative suppliers.</li></ul>Jim Cramer reportedly said on Wednesday that Intel Corp (INTC) still has room to run, even after the semiconductor giant’s stock has gained nearly 240% this year.At the time of writing, <a href="https://stocktwits.com/symbol/INTC">INTC stock</a> was up 2.34% in after-hours trading after ending the regular session with a gain of 3.46%.&nbsp;<h2 class="st-heading-2">INTC Is Jim Cramer’s Top Pick</h2>Intel remains Jim Cramer’s top pick in the current market, the “Mad Money” host said, according to CNBC.“Which stock do you want to buy? I told Club members the answer is my new favorite stock in this market: Intel,” Cramer said, referring to the CNBC Investing Club’s Monthly Meeting for June, held Wednesday.Under CEO Lip-Bu Tan, Intel’s stock has staged a remarkable turnaround. It was in the low $20s a share in August 2025, when the U.S. government announced a 10% stake in the company, according to the CNBC report. Around a month later, chip industry rival Nvidia (NVDA) invested $5 billion in Intel. Shares now trade around $123 and are up 236% year-to-date.Cramer said that, ordinarily, a move of that magnitude would be enough to keep him on the sidelines. But he believes Intel’s prospects are being transformed by the growing demand for artificial intelligence infrastructure, stated the report.&nbsp;<h2 class="st-heading-2">INTC Still Has Upside, Says Cramer</h2>Cramer said investors should focus on where tech hardware stocks are headed rather than past gains, adding that data center-linked names like Intel still have further upside.“I don’t want to throw away the discipline of not touching a stock that’s rallied like crazy, but when it comes to tech hardware that’s connected to the data center, I think you may not have a choice,” he said, reported CNBC.“You can’t afford to care about where these stocks have been. You should only care about where they’re going. When it comes to Intel, I think the answer is up.”&nbsp;<h2 class="st-heading-2">INTC To Benefit From AI Chip Shortage, Says Cramer</h2>Cramer’s optimism centers on Intel’s role in the AI buildout. He said the rise of inference and agentic AI could increase demand for central processing units, Intel’s bread-and-butter product.“There’s a revolution going on and this revolution requires as many CPUs as possible,” Cramer said, contending that CPUs may experience a severe shortage that gives chipmakers immense pricing power and boosts profits.Cramer also pointed to Intel’s nascent foundry business, which manufactures chips for third-party customers. With AI spending surging and leading foundry Taiwan Semiconductor Manufacturing Company operating near capacity, Cramer said more chip designers will seek alternative suppliers, particularly those who want U.S.-based manufacturing.&nbsp;<h2 class="st-heading-2">INTC Stock: What Retail Traders Feel</h2>On Stocktwits, retail sentiment for INTC was ‘neutral,’ with message volume being ‘normal.’Over the past 7 days, message volume around the <a href="https://stocktwits.com/symbol/INTC">INTC stock</a> has increased by 48%, while its retail watcher base rose by 0.2% in the same period, and 0.9% in the last 30 days.According to Koyfin data, out of 48 analysts covering INTC, 13 rate the stock a ‘Buy’ or ‘Strong Buy’, while 31 rate it a ‘Hold’. Meanwhile, two analysts rate it a ‘Sell’ and another two assign a ‘Strong Sell’.&nbsp;Read Also: <a href="https://stocktwits.com/news-articles/markets/equity/avgo-stock-jumps-jpmorgan-says-investors-should-be-aggressive-buyers-of-broadcom-at-current-levels/cZKKO2HR7ef">AVGO Stock Jumps — JPMorgan Says Investors Should Be ‘Aggressive Buyers’ Of Broadcom At Current Levels</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photographic illustration, the Intel logo appears on a smartphone reflecting an abstract illustration dominated by blue and black, on September 22, 2025. 

INTC Stock Still A Buy After 230% Rally This Year? Jim Cramer Sees More Upside Ahead For Intel

Jim Cramer reportedly said on Wednesday that Intel Corp (INTC) still has room to run, even after the semiconductor giant’s stock has gained nearly 240% this year.

Jim Cramer reportedly remains bullish on Intel, citing AI-driven demand and a strengthening long-term chip narrative.

<ul class="summary-bullets"><li>The options exercised in this deal were part of the landmark compensation package that Tesla shareholders approved for Musk in 2018.&nbsp;</li><li>The shares Musk received remain restricted.</li><li>They will not fully vest until Jan. 19, 2028, and only if he continues serving as CEO.</li></ul>Shares of Tesla Inc (TSLA) edged up after hours on Wednesday after CEO Elon Musk exercised his 2018 performance-based stock option award and boosted his direct ownership in the company.According to a filing submitted to the U.S. Securities and Exchange Commission on Wednesday, Musk converted those long-held options into actual shares through a straightforward process in which Tesla withheld some of the new shares to cover the exercise cost. No cash changed hands, and no shares were sold into the open market.Musk received about 304 million shares by exercising options that allowed him to buy them at $23.34 each, for a total cost of around $7.1 billion. Tesla then took back 17.5 million of those shares, valued at the current market price of about $405, to settle the bill. Musk walked away with a net gain of nearly 286 million additional shares.According to a separate filing, Musk currently owns 19.9% of Tesla.<h2 class="st-heading-2">Musk’s Contentious 2018 Pay Package</h2>The options exercised in this deal were part of the landmark compensation package that Tesla shareholders approved for Musk in 2018. Unlike typical executive pay, that package included no salary and no cash bonuses. It was built entirely around performance. Musk was given the right to buy a very large number of shares at a low fixed price, but the options would only become available in stages if Tesla hit a series of aggressive targets for revenue, profits, and overall company value. The milestones were eventually reached, which is why the options could finally be exercised this year. The package has been one of the largest and most debated CEO compensation plans in modern corporate history, drawing years of legal challenges and shareholder votes before it could move forward.The shares Musk received remain restricted. They will not fully vest until Jan. 19, 2028, and only if he continues serving as CEO or in a comparable leadership role.<h2 class="st-heading-2">How Did TSLA Retail Traders React?</h2>On Stocktwits, retail sentiment around TSLA stayed within the ‘neutral’ territory over the past 24 hours, while message volume stayed at ‘normal’ levels.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock </a>has fallen 10% this year.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/nflx-stock-on-track-for-fourth-consecutive-month-in-red-as-acquisition-attempts-continue-to-fail/cZKKatAR7eO">NFLX Stock On Track For Fourth Consecutive Month In The Red As Acquisition Attempts Continue To Fail</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

SpaceX and Tesla founder Elon Musk speaks during an America PAC town hall on October 26, 2024 in Lancaster, Pennsylvania. (Photo by Samuel Corum/Getty Images)

TSLA Stock: Elon Musk Exercises 2018 Stock Options Award, Boosts Stake In EV Giant 

No cash changed hands, and no shares were sold into the open market in the process, a filing shows. 

<ul class="summary-bullets"><li>President Donald Trump personally signed the agreement, one official told Axios.&nbsp;</li><li>The interim deal is aimed at fast-tracking the reopening of the Strait of Hormuz.</li><li>Iran’s foreign ministry said both sides agreed that the memorandum should be signed electronically by the two presidents, according to Axios.</li></ul>United States and Iranian officials have virtually signed a highly anticipated memorandum of understanding (MoU) to end the war and reopen the Strait of Hormuz, a move that could finalize the agreement days ahead of a scheduled diplomatic summit in Switzerland.According to sources familiar with the matter, as cited by Axios, moving to digital signatures would immediately implement critical maritime frameworks concerning the strategic Strait of Hormuz.Furthermore, an expedited finalization would clear the way for Washington to publicly release the agreement's full text. Diplomatic discussions had previously hit a roadblock over the disclosure of the document; Iranian negotiators had strictly insisted that the specifics of the accord remain confidential until a formal sign-off was achieved.The scheduled bilateral summit in Switzerland will proceed as planned on Friday in Switzerland. That meeting is set to be led by U.S. Vice President J.D. Vance and Iranian Parliament Speaker Mohammad Bagher Ghalibaf, with delegations from both nations gathering to address the broader geopolitical implications of the emerging framework.<h2 class="st-heading-2">Terms Of The MoU Between US And Iran</h2>The 14-point draft of the Memorandum between the U.S. and Iran has been&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.axios.com/2026/06/17/read-full-us-iran-deal-memorandum-understanding">released</a> by Axios. However, the official document has not been released to the public. The details published are based on a reading from a U.S. official to reporters.&nbsp;According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-06-16/read-the-14-point-draft-memorandum-between-the-us-and-iran">draft of the memorandum of understanding</a> viewed by Bloomberg, the accord immediately grants Iran extensive sanctions waivers to restart its stalled crude oil exports. Additionally, the framework outlines provisions that clear a path for Iran to tap into a $300 billion global development fund, provided it complies with measures.&nbsp;Upon signing, the Islamic Republic of Iran will immediately take steps to ensure that the movement of merchant ships from the Persian Gulf to the Sea of ​​Oman and vice versa is resumed within 30 days to the pre-war volume.&nbsp;The signing would also mean an immediate and permanent end to the war on all fronts, including Lebanon.<h2 class="st-heading-2">Trump Faces Intense Criticism From Washington&nbsp;</h2>Back in Washington, the deal has prompted unusually strident criticism from some of the president’s allies in Washington who had cheered his military campaign in Iran, Bloomberg reported. The criticism was primarily around the $300 billion Trump plans to provide Iran for reconstruction and economic development.&nbsp;“History teaches us giving billions of dollars to theocratic lunatics who want to murder us is not a good idea,” said Senator Ted Cruz, a Texas Republican, to Bloomberg.Senator Lindsey Graham, one of Trump’s closest allies on Capitol Hill, said the memorandum is not so much a deal as a framework of how to get a deal.However, Trump defended the $300-billion development program for Iran envisaged in the MoU, as per Bloomberg, reiterating that there’d be no U.S. government cash in it and that Iran would only benefit if it “behaves.” He added that U.S. forces would hit Iran again if its leaders didn’t adhere to the deal.&nbsp;The <a href="https://stocktwits.com/symbol/SPY">State Street SPDR S&amp;P 500 ETF</a> (SPY) was up 0.6% after-hours, and the I<a href="https://stocktwits.com/symbol/QQQ">nvesco QQQ</a> Trust rose 1%, while the State Street SPDR <a href="https://stocktwits.com/symbol/DIA">Dow Jones Industrial Average ETF</a> (DIA) gained 0.4% at the time of writing.&nbsp;Retail sentiment on Stocktwits for SPY and QQQ was ‘normal’, while sentiment for DIA was ‘bullish.’Read More: <a href="https://stocktwits.com/news-articles/markets/equity/aapl-stock-in-focus-tim-cook-reportedly-confirms-hike-in-apple-products-due-to-memory-chip-crunch/cZKKaAJR7ea">AAPL Stock In Focus: Tim Cook Reportedly Confirms Hike In Apple Products Due To Memory Chip Crunch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

President Donald Trump mimics firing a gun during a news conference in the White House briefing room about the war in Iran on Monday, April 6, 2026. (Tom Williams/CQ-Roll Call, Inc via Getty Images)

US And Iran Sign Electronic Memorandum Of Understanding To End War: Reports

United States and Iranian officials have virtually signed a highly anticipated memorandum of understanding (MoU) to end the war and reopen the Strait of Hormuz, a move that could finalize the agreement days ahead of a scheduled diplomatic summit in Switze

U.S. and Iranian officials signed an interim peace agreement electronically on Wednesday evening, Axios and Bloomberg reported, citing a U.S. official and Iranian state media.

<ul class="summary-bullets"><li>JPMorgan highlighted Broadcom’s strengths in advanced packaging, intellectual property and execution.</li><li>The firm stated that recent concerns from the supply chain and other sources have overstated risks.</li><li>Broadcom separately set pricing for its cash tender offers on six series of senior notes, with $2.5-billion cap.</li></ul>Broadcom Inc.’s (AVGO) AI chip development timeline remains on track, said J.P. Morgan, and added that investors should consider buying the stock aggressively at current levels.Amid these comments, shares of AVGO jumped over 6% during intraday trading on Wednesday before trimming gains to close 4.3% higher.In after-hours trading, <a href="https://stocktwits.com/symbol/AVGO">AVGO stock</a> extended its gains, rising an additional 1.11% at the time of writing.&nbsp;<h2 class="st-heading-2">JPMorgan Sees Market Underestimating Broadcom’s Dominance</h2>JPMorgan believes the market continues to underestimate Broadcom’s “significant dominance” in advanced packaging design, cadence of new designs, intellectual property portfolio and track record of execution, according to TheFly.The firm said that contrary to “recent noise from sell-siders,” the Asia supply chain, and news outlets, its research indicates Broadcom and Alphabet Inc.’s (GOOG) Google have not delayed or canceled their next-gen Google tensor processing unit v9 2nm program.The firm reiterated an Overweight rating on Broadcom with a $580 price target, which implies a 38% upside over the stock’s last closing price. JPMorgan also urged investors to be “aggressive buyers at current levels.”The AVGO stock has fallen nearly 7% in the past month amid reports that the rollout of its custom tensor processing unit AI chips, developed with Google, may be delayed, according to a CNBC report. The TPU v9 chips are designed to support the training and operation of large generative AI models.<h2 class="st-heading-2">AVGO Stock: Wall Street Remains Broadly Bullish</h2>JPMorgan’s call aligns with broader Wall Street sentiment. According to data from Koyfin, 44 of the 48 analysts covering AVGO rate it ‘Buy’ or ‘Strong Buy,’ while four rate it ‘Hold.’The 12-month average target on the stock is $419.94, representing a potential upside of about 28% from the last close.<h2 class="st-heading-2">AVGO Stock Stock: What Retail Says</h2>Stocktwits sentiment on AVGO was ‘bearish,’ while message volume was ‘low.’ Year-to-date <a href="https://stocktwits.com/symbol/AVGO">AVGO shares</a> have gained nearly 13%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/hims-stock-gains-nearly-6-percent-as-barclays-sees-breakout-potential-after-novo-partnership/cZKK7ffR7eJ">HIMS Stock Gained Nearly 6% On Wednesday — Barclays Sees Breakout Potential After Novo Partnership</a>

In this photo illustration, the Broadcom, Inc. logo is seen displayed on a smartphone screen.

AVGO Stock Jumps — JPMorgan Says Investors Should Be ‘Aggressive Buyers’ Of Broadcom At Current Levels

Broadcom Inc.’s (AVGO) AI chip development timeline remains on track, said J.P. Morgan, and added that investors should consider buying the stock aggressively at current levels.

The Wall Street firm’s checks indicate Broadcom and Google’s next-generation 2nm TPU program remains on track.


<ul class="summary-bullets"><li>Netflix walked away from a planned buyout for WBD’s key assets in February.&nbsp;</li><li>More recently, on Tuesday, reports surfaced that Netflix had aggressively pursued but ultimately lost a bidding war for Roku to Fox Corporation in a deal valued at around $22 billion.</li><li>Despite the setbacks in the company’s merger and acquisition efforts, the company continues to report strong financial results.</li></ul>Netflix shares fell nearly 2% on Wednesday, extending the stock’s losing streak, after the streaming giant lost a bidding war for Roku and earlier walked away from a major acquisition attempt involving Warner Bros. Discovery.The stock is down 10.5% this month, on track to clock its fourth consecutive month of losses.<h2 class="st-heading-2">Acquisition Setbacks Weigh On Sentiment</h2>Netflix shares have come under sustained pressure over the past several months, weighed down by investor skepticism surrounding two notable acquisition setbacks — a massive, ultimately abandoned bid for Warner Bros. Discovery assets and a more recent loss in the pursuit of Roku.Netflix had agreed to acquire Warner Bros. Discovery’s studios and streaming businesses in December in a deal valued at around $82.7 billion in enterprise value. The transaction, structured as a mix of cash and stock, came after a competitive bidding process and was contingent on WBD spinning off its linear networks division.Paramount Skydance, however, continued to bid for the company and subsequently, in February, Netflix announced it would not increase its offer after Warner Bros. Discovery’s board deemed Paramount Skydance’s revised bid superior. Co-CEOs Ted Sarandos and Greg Peters stated that the higher price made the deal “no longer financially attractive.” The company received a $2.8 billion breakup fee as the deal fell apart. &nbsp;More recently, on Tuesday, reports surfaced that Netflix had aggressively pursued but ultimately lost a bidding war for Roku to Fox Corporation in a deal valued at around $22 billion.<h2 class="st-heading-2">Strong Financials Despite M&amp;A Headwinds</h2>Despite the acquisition setbacks, Netflix delivered strong results in the first quarter of 2026. Revenue rose 16% year-over-year to $12.25 billion, beating analyst expectations. GAAP diluted EPS came in at $1.23 — well above both the company’s guidance and consensus estimates of roughly $0.76–$0.79 — helped in part by the Warner Bros. Discovery termination fee.The company further maintained its full-year 2026 outlook, projecting revenue between $50.7 billion and $51.7 billion and an operating margin of 31.5%. The company is now slated to report its second-quarter earnings on July 16.<h2 class="st-heading-2">How Did NFLX Retail Traders React?</h2>On Stocktwits, retail sentiment around NFLX stayed within the ‘neutral’ territory over the past 24 hours, while message volume remained at ‘high’ levels. &nbsp;A Stocktwits user voiced hopes for NFLX recovering in the future.<stembedurl>https://www.stocktwits.com/masterbrucewayne/message/656760775</stembedurl>Another voiced hopes for the stock eventually revisiting all-time highs, buoyed by strong second-quarter earnings.<stembedurl>https://www.stocktwits.com/mani01_01/message/656760569</stembedurl>A third user, however, noted that the stock has been down regardless of larger market performance or trends.<stembedurl>https://www.stocktwits.com/BurgerKingEmployee/message/656760755</stembedurl>According to data from Koyfin, 37 of the 50 analysts covering NFLX rate it ‘Buy’ or higher, while 13 rate it ‘Hold.’ There are no sell ratings on the stock. The 12-month average price target on NFLX is $114.15, representing a potential upside of about 48% from the stock’s last close.<a href="https://stocktwits.com/symbol/NFLX">NFLX stock </a>has fallen 15% this year.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/tgtx-stock-continues-rally-for-eight-straight-sessions-on-new-briumvi-clinical-data/cZKKBhxR7e9">TGTX Stock Continues Rally For 8 Straight Sessions On New BRIUMVI Clinical Data</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

NFLX Stock On Track For Fourth Consecutive Month In The Red As Acquisition Attempts Continue To Fail

The stock is down 10.5% this month, after closing May 8% lower.

<ul class="summary-bullets"><li>Apple can no longer absorb the exploding cost of memory and storage chips, making consumer-facing price hikes imminent.&nbsp;</li><li>Massive capital spending from tech giants building artificial intelligence servers has quadrupled component prices, squeezing supply away from consumer electronics.&nbsp;</li><li>If Apple passes all backend increases directly to consumers to protect its profit margins, it could add an estimated $270 to the retail price of upcoming premium iPhone models.&nbsp;</li></ul>Apple Inc. (AAPL)&nbsp; plans to raise retail prices across its hardware lineup to offset the surging costs of memory and storage chips, Chief Executive Tim Cook revealed.The iPhone maker has reached a breaking point with global component pricing needed to manufacture its phones and laptops, Tim Cook indicated in an interview to WSJ.&nbsp;"Unfortunately, price increases are unavoidable," Cook told WSJ. "We're doing our best to mitigate the huge increases that are being passed to us, and we've been trying to shield our customers from the increases, but the situation has become unsustainable."Cook declined to provide specific details regarding the exact timing, scale, or specific product lines that will face price adjustments.&nbsp;Apple stock fell about 1.1% on Wednesday and was up 0.5% after-hours.<h2 class="st-heading-2">The AI Server Squeeze</h2>The primary driver behind the supply strain according to Cook is the aggressive expansion of artificial intelligence infrastructure. Major cloud and tech enterprises have dramatically increased capital expenditures to construct AI data centers. These facilities require massive allocations of specialized hardware, including high-bandwidth memory (DRAM) and enterprise solid-state drives (NAND storage).Because memory manufacturers are prioritizing high-margin AI server components, production capacity has shifted away from standard consumer electronics. Cook emphasized that prices for both memory and storage have become major pain points, focusing heavily on the structural shifts in the dynamic random-access memory (DRAM) market."There's less supply at a time when consumers want devices and the memory guys are passing along huge price increases," Cook said, adding that pricing must return to reasonable levels for the consumer electronics sector to stabilize.For instance, hyperscalers like Meta and Amazon have already announced billions in AI capex for 2026 alone which will be used towards building out massive data centers needed to power AI agents.&nbsp;<h2 class="st-heading-2">AAPL Faces Margin Pressure From Rising Component Costs&nbsp;</h2>To maintain its historically strict profit margins under these conditions, Apple must adjust what it charges consumers. According to TechInsights estimates, accessed by WSJ, the passing of component price increases directly to retail tags could add roughly $270 to the cost of the next-generation premium iPhone Pro models.&nbsp;Memory and storage costs seem to be of particular importance here and that the surging demand for memory servers to run AI models is making it tough for consumer companies like Apple to procure at reasonable rates.&nbsp;“There’s less supply at a time when consumers want devices and the memory guys are passing along huge price increases,” said Cook. “We definitely need memory pricing and supply to return to reasonable levels for consumer products. That’s the bottom line.”&nbsp;<h2 class="st-heading-2">AAPL Stock: Retail View&nbsp;</h2>Retail sentiment on Stocktwits on ‘bearish’ with ‘normal’ message volumes.&nbsp;One user highlighted that Apple is absorbing input inflation at levels that is not sustainable, mirroring Tim Cook’s comments.&nbsp;<stembedurl>https://stocktwits.com/freedomtrader6/message/656775485</stembedurl>AAPL stock has gained nearly 9% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Apple logo appears on the screen of a smartphone placed on a surface reflecting the new Siri logo.

AAPL Stock In Focus: Tim Cook Reportedly Confirms Hike In Apple Products Due To Memory Chip Crunch

Apple Inc. (AAPL)&nbsp; plans to raise retail prices across its hardware lineup to offset the surging costs of memory and storage chips, Chief Executive Tim Cook revealed.

Apple CEO Tim Cook warns that skyrocketing memory chip costs have made consumer price increases "unavoidable."

<ul class="summary-bullets"><li>Earlier this month, TG Therapeutics reported positive early results for a new under-the-skin version of BRIUMVI in patients with myasthenia gravis.</li><li>Prior to that, the company also released encouraging early data showing that the under-the-skin shot is well absorbed by the body and works similarly to the IV version.</li><li>Briumvi is TG Therapeutics’ only commercial product, after being approved for Multiple Sclerosis in late 2022.</li></ul> Shares of TG Therapeutics Inc (TGTX) jumped as much as 5% on Wednesday before paring gains as investor optimism remains buoyed by recent subcutaneous BRIUMVI clinical data, which sparked excitement on the long-term growth potential of the drug.The stock closed up 2%, marking its eighth consecutive day of closing in the green.<h2 class="st-heading-2">June Announcements Drive Optimism For Subcutaneous Briumvi</h2>Earlier this month, TG Therapeutics <a href="https://stocktwits.com/news-articles/markets/equity/tgtx-stock-jumps-on-positive-early-data-for-at-home-briumvi-in-muscle-disease/cZ0UFHuR7Rn">reported</a> positive early results for a new under-the-skin version of BRIUMVI in patients with myasthenia gravis, a disease that causes muscle weakness. In a small early study involving 11 patients, most saw clear improvements in their daily symptoms after six months, the company said.The treatment was generally safe and well-tolerated, with a profile similar to the current IV version already used for multiple sclerosis. The company has now started a new mid-stage trial to test combining BRIUMVI with another drug for faster initial relief followed by longer-term control.Prior to that, the company also released encouraging early data showing that the under-the-skin shot is well absorbed by the body and works similarly to the IV version. The results supported dosing every two or three months instead of more frequent clinic visits and raised the possibility of convenient at-home self-injections in the future.<h2 class="st-heading-2">BRIUMVI Sales Strength</h2>BRIUMVI is TG Therapeutics’ only commercial product, after being approved for Multiple Sclerosis in late 2022.In the first quarter of 2026, the company reported about $205 million in global revenue and raised its full-year sales forecast to roughly $925 million. Of the overall revenue, $194.8 million came from U.S. BRIUMVI net product sales and another $6.5 million from BRIUMVI sales to their ex-U.S. partner.<h2 class="st-heading-2">How Did TGTX Retail Traders React?</h2>On Stocktwits, retail sentiment around TGTX fell from ‘extremely bullish’ to ‘bullish’ territory over the past 24 hours, while message volume dipped from ‘extremely high’ to ‘high’ levels.A Stocktwits user said that the stock is “still way undervalued” and voiced hopes for the next catalyst driving up share prices.<stembedurl>https://www.stocktwits.com/Jusar/message/656750050</stembedurl>Another user applauded the stock breaching the $50 mark.<stembedurl>https://www.stocktwits.com/Ninja_of_Aces/message/656726825</stembedurl>According to data from Koyfin, seven of the nine analysts covering TGTX rate it ‘Buy’ or higher, while one rates it ‘Hold’ and one ‘Strong Sell.’ The 12-month average price target on the stock is $48, representing a potential downside of 7% from Wednesday’s closing price<a href="https://stocktwits.com/symbol/TGTX">TGTX stock</a> has gained 76% this year.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/eose-stock-climbs-on-dual-catalysts-europe-deal-us-factory-ramp/cZKKIRYR7e7">EOSE Stock Climbs On Dual Catalysts: Europe Deal And U.S. Factory Ramp</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Global stock market chart and trading board - stock photo

TGTX Stock Continues Rally For 8 Straight Sessions On New BRIUMVI Clinical Data

Recent announcements from TG Therapeutics have buoyed optimism on the long-term potential of its Briumvi drug. 

<ul class="summary-bullets"><li>The S&amp;P 500 and the Nasdaq 100 fell 1.2% and 1%, respectively, while the Dow Jones lost 1%.</li><li>The Fed held the key interest rate at 3.50%-3.75%, and raised the possibility of one hike at the end of 2026.&nbsp;</li><li>The Fed hiked its inflation outlook to 3.6% for end-2026, up from 2.7% in March.&nbsp;&nbsp;&nbsp;</li></ul>U.S. stock indices dropped on Wednesday and Treasury yields spiked as investors assessed the possibility of one rate hike toward the end of this year amid elevated inflationary pressures.&nbsp;The S&amp;P 500 lost 1.2%, Nasdaq dropped 1% and the Dow Jones fell 1%. The Russell 2000, which tracks stocks with small market capitalizations, fell 0.7%.&nbsp;Among ETFs tracking benchmark indexes, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> slipped 1%, and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust&nbsp;</a>(QQQ) ended Wednesday around 0.5% lower, while the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) ended 1% lower.&nbsp;Meanwhile, the VanEck Semiconductor ETF (<a href="https://stocktwits.com/symbol/SMH">SMH</a>) jumped 2.3%.However, retail sentiment on Stocktwits for SPY and QQQ was ‘normal’ and ‘bullish’ for the DIA, with ‘normal’ to ‘high’ message volumes.<h2 class="st-heading-2">US Market Drivers</h2><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>-1%</td><td>51,492.55&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</td></tr><tr><td>S&amp;P 500</td><td>-1.2%</td><td>7,420.10&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</td></tr><tr><td>Nasdaq 100</td><td>-1%</td><td>29,670.95</td></tr></tbody></table></figure></div>After the Fed announced its decision, markets reacted to Chairman Kevin Warsh’s insistent focus on maintaining "price stability," leading money markets to factor in a full rate increase by October. Consequently, the S&amp;P 500 declined by 1.2%. During this period, the dollar gained strength, and two-year Treasury yields rose by 16 basis points, reaching a level of 4.21%.The U.S. Federal Reserve left interest rates&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fed-keeps-rates-steady-in-kevin-warsh-s-first-rate-decision/cZKKd7sR7e4">unchanged</a> in Kevin Warsh’s first decision as the Fed chair on the back of elevated inflation and a strong job market. The Federal Open Market Committee approved the following statement for release by a 12 – 0 vote.&nbsp;&nbsp;However, rising oil prices linked to the U.S.-Iran war, pushed the Federal Reserve to hike its inflation target to significantly higher levels.According to current projections from policymakers, headline PCE inflation is expected to reach 3.6% year-over-year by the end of December, a sharp increase from the 2.7% forecast in March. Meanwhile, core inflation, which strips out volatile energy and food prices, is projected to end the year at 3.3% year-over-year.Data from the CME FedWatch&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">tool</a> shows that the odds of the Fed raising interest rates by 25 basis points in its September meeting was 49.3% and 45% in the October meeting.“Today’s meeting confirms that the Fed’s recent hawkish shift was not just about higher energy prices,” said Kay Haigh at Goldman Sachs Asset Management to Bloomberg in an interview. “Despite the recent pullback in oil, half of the members of the FOMC expect rate hikes as soon as this year, reflecting strong labor market and inflation data.”&nbsp;<h2 class="st-heading-2">Trending Stocks To Watch&nbsp;</h2>SpaceX (SPCX): After a three-day surge that pushed its market value above Amazon.com Inc., making it the fifth-largest firm globally, the company experienced its first share price decline since going public.Uber (UBER): The company unveiled two initiatives to scale the robotaxi side of the business and maintain dominance in the ride-hailing sector amid rising competition and the growing popularity of driverless offerings.&nbsp;AST SpaceMobile (ASTS): AST SpaceMobile announced that the BlueBird 8, 9, and 10 satellites were launched aboard a SpaceX Falcon 9 rocket from Cape Canaveral on Wednesday.&nbsp;Bed Bath And Beyond (BBBY): Agreed to acquire Fathom Holdings Inc. (FTHM), a technology-driven real estate services platform, as the retailer accelerates its plan to build what it calls the nation's first end-to-end homeownership platform.&nbsp;Rackspace Technology (RXT): A bullish Wall Street note highlighted the company’s partnership with Advanced Micro Devices (AMD) as a potential catalyst for gaining market share across several key industries.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/fed-keeps-rates-steady-in-kevin-warsh-s-first-rate-decision/cZKKd7sR7e4">Fed Keeps Rates Steady In Kevin Warsh’s First Rate Decision, Sees One Hike In 2026</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Traders work on the floor of the New York Stock Exchange (NYSE). (Photo by Spencer Platt/Getty Images)

S&P 500, Nasdaq And Dow Slip As Investors Assess Rate Hike Possibility — SPCX, UBER, ASTS, BBBY, RXT In Focus

U.S. stock indices dropped on Wednesday and Treasury yields spiked as investors assessed the possibility of one rate hike toward the end of this year amid elevated inflationary pressures.&nbsp;

The U.S. Federal Reserve left interest rates unchanged earlier in the day and raised the 2026 inflation outlook.

<ul class="summary-bullets"><li>On March 9, Novo Nordisk said it will sell its blockbuster Wegovy and Ozempic drugs through Hims &amp; Hers Health.</li><li>Barclays says alternative data suggests customer momentum has improved since the March 9 collaboration announcement.</li><li>The firm sees stronger visibility into the company’s growth trajectory later this year.</li></ul>Shares of Hims &amp; Hers Health (HIMS) gained nearly 6% in afternoon trading on Wednesday after Barclays turned more bullish on the telehealth company, citing accelerating growth prospects and signs of improving momentum following its partnership with Novo Nordisk (NVO).The <a href="https://stocktwits.com/symbol/HIMS">HIMS stock</a> later pared the gains and ended the session 1.33% higher.<h2 class="st-heading-2">Barclays Sees Post-Novo Inflection</h2>Barclays raised its price target on Hims &amp; Hers to $39 from $29, implying a 21% upside from the stock’s last closing price. The firm also maintained an ‘Overweight’ rating on the HIMS stock.Barclays said a combination of strong demand for weight-loss offerings and contributions from other businesses is expected to drive a significant acceleration in revenue and earnings before interest, taxes, depreciation, and amortization (EBITDA) during the second half of 2026.With HIMS shares largely flat year to date, Barclays said investors could begin to re-rate the stock as visibility into the back-half growth ramp improves.The brokerage also pointed to a “clear inflection” following Hims &amp; Hers’ partnership with Novo Nordisk, announced on March 9. According to Barclays, its proprietary and alternative data indicate improving trends since the partnership was announced, reinforcing confidence in the company’s growth outlook.On Wednesday, Hims &amp; Hers shares traded above the <a href="https://stocktwits.com/news-articles/markets/equity/hims-stock-breakout-peptides-glp1-growth/cZK0wLiR7IV">$30 level</a>, a key resistance area that capped gains in April and sparked selling pressure in the weeks that followed. Sustaining a move above that threshold could help reinforce the bullish sentiment surrounding the stock.<h2 class="st-heading-2">Morningstar Sees Momentum Rebound</h2>A recent Morningstar note also pointed to improving momentum at Hims &amp; Hers. The firm said it expects growth to pick up starting in the second quarter, citing the timing of the company’s partnership with Novo Nordisk.That view aligns with Barclays’ assessment, which said the collaboration is already showing signs of driving an inflection in growth trends.&nbsp;<h2 class="st-heading-2">HIMS Stock: What Retail Traders Feel</h2>On Stocktwits, retail sentiment for HIMS improved to ‘extremely bullish’ from ‘bullish’ a day ago, while message volume was ‘high,’ unchanged in the last 24 hours.Message activity for HIMS rose more than 120% over the past seven days, while the watcher count increased by 0.3% during the same period.According to data from Koyfin, four of the 16 analysts covering HIMS rate it ‘Buy’ or higher, while 11 rate it ‘Hold’ and only one rates it ‘Strong Sell.’ The 12-month average target on the stock is $26.61, representing a potential upside of about 18% from the last close.<a href="https://stocktwits.com/symbol/HIMS">HIMS stock</a> has lost nearly 7% year-to-date.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/kmx-stock-slides-over-8-percent-after-carmax-ceo-flags-operational-challenges/cZKKEljR7ee">KMX Stock Slides Nearly 9% — CarMax CEO Flags Operational Challenges, Says Costs Are Too High</a>&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Hims & Hers Health Inc. (NYSE: HIMS). (Photo illustration by Cheng Xin/Getty Images)

HIMS Stock Gained Nearly 6% On Wednesday — Barclays Sees Breakout Potential After Novo Partnership

Shares of Hims & Hers Health (HIMS) gained nearly 6% in afternoon trading on Wednesday after Barclays turned more bullish on the telehealth company.

Barclays expects accelerating revenue and EBITDA growth in the second half of 2026, supported by weight-loss offerings.

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Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as the market anticipates the imminent close of its Northern Data acquisition, a deal set to transform the company into a Tether-backed AI infrastructure and cloud compute powerhouse. Investors are actively debating the potential for a massive re-rating as the company integrates 22,000 NVIDIA GPUs and secures multi-million dollar cloud contracts, while simultaneously watching for a potential short squeeze fueled by elevated short interest.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is surging to all-time highs as investors pile in ahead of the stock's upcoming inclusion in the Nasdaq-100, fueling a wave of forced institutional and index-fund buying. While the community remains deeply divided, with bears questioning the firm's valuation and profitability, bulls are celebrating the company's aggressive infrastructure expansion and strategic acquisitions as validation of its role in the global AI compute cycle.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is experiencing significant downward pressure as investors grow frustrated with persistent regulatory warnings and intense domestic e-commerce competition. The stock continues to be a focal point for intense community debate, with bulls viewing current levels as a deep-value opportunity for AI-driven growth while bears remain convinced that the shares will stay trapped in a long-term downtrend.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing significant selling pressure as investors rotate into higher-growth AI infrastructure plays, fueling intense debate over whether the stock is a generational value opportunity or a long-term underperformer. Community sentiment is deeply divided, with many traders frustrated by the relentless downward drift, while others view the pullback as an attractive entry point given the company's strong enterprise moat and cloud dominance.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending as traders react to a workforce reduction aimed at improving profitability and record daily trading volumes across its platform. The community is actively debating the stock's potential for a breakout, with many highlighting the impact of new product launches, prediction markets, and insider buying against the backdrop of broader market volatility.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing significant market activity and intense community debate as investors weigh a recent foundry node milestone against ongoing concerns regarding interest rate sensitivity and potential profit-taking. While some traders view the stock as a key infrastructure play with upside potential from foundry expansion, others are focused on technical resistance levels and broader semiconductor sector rotation.

Lionsgate Studios Corp. operates as a standalone, pure-play content company focused on creating, producing, and distributing premium entertainment across multiple formats and platforms. It operates through the following segments: Motion Picture and Television Production. The Motion Picture segment includes the development and production of feature films, acquisition of North American and worldwide distribution rights, North American theatrical, home entertainment, and television distribution of produced and acquired films, as well as the worldwide licensing of distribution rights. The Television Production segment covers the development, production, and worldwide distribution of television content, including series, television movies, mini-series, and non-fiction programming. The company was founded on January 13, 2024 and is headquartered in Vancouver, Canada.

Lionsgate Studios Corp. - Ordinary Shares - New

Lionsgate Studios Corp.

Lionsgate Studios is trending as investors weigh conflicting reports regarding potential acquisition interest from Netflix against the backdrop of a broader media consolidation narrative. While some traders are focused on the stock's technical setup and the potential for a bidding war, others are closely watching institutional moves and the studio's upcoming box office performance to drive long-term value.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

The iShares Russell 2000 ETF (IWM) is facing intense volatility as traders debate the market's response to recent macro-geopolitical news, with the community actively split between those betting on a continuation of the rally and those hedging against immediate downside with aggressive put accumulation. Sentiment is heavily influenced by the uncertainty surrounding upcoming Federal Reserve policy updates, as participants closely monitor whether the small-cap rotation can sustain its momentum or if deteriorating technical setups will lead to a broader pullback.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure is trending after an FDA official criticized its Huntington's disease gene therapy data as insufficient, sparking a heated debate within the biotech community regarding regulatory transparency and the ethics of sham-controlled trials. Investors are closely monitoring the company's potential path forward and congressional pressure on FDA leadership, while the stock remains a focal point for volatility and intense discussion regarding the future of rare disease drug development.

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 trending as shareholders react to denied acquisition rumors and ongoing uncertainty regarding the company's M&A strategy, leading to high volatility and heavy trading volume. The community is sharply divided, with many debating whether the stock is a value-play at current support levels or a struggling "woke" media asset trapped in a long-term downtrend.

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