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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 and volatility as investors weigh the impact of an ongoing OpenAI-related legal battle against the company's broader AI integration and cloud infrastructure strategy. While community sentiment remains divided between those viewing the current price weakness as a long-term accumulation opportunity and those frustrated by its relative underperformance compared to other mega-cap tech, active discussions highlight a rotation toward software monetization and potential catalysts from upcoming legal proceedings.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is rallying to record highs as reports of U.S. approval for advanced chip sales to major Chinese firms alleviate long-standing trade concerns. The community is actively debating whether this momentum will carry the stock toward higher valuation milestones ahead of next week's earnings or if the rapid price appreciation has created a precarious bubble.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending following a strong quarterly earnings report featuring revenue growth that beat analyst expectations and raised full-year guidance, fueled by accelerating enterprise adoption of its AI-powered features. Community sentiment is heavily focused on a potential short squeeze, with investors highlighting significant short interest and arguing that the companys strong net dollar retention and essential role in design workflows prove its long-term value despite broader market concerns about AI competition.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is facing intense volatility as traders debate whether the current price action signals a healthy cooling period or a structural collapse for the overbought semiconductor sector. The community is sharply divided, with bulls aggressively buying the dip on AI growth narratives, while bears point to extreme technical valuations and the potential for a deeper, long-term retracement.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending after President Trump announced a deal for China to purchase 200 Boeing jets, a move that has fueled community debate over whether the order size fell short of high market expectations or represents a significant thawing of trade relations. While some investors view the deal as a major catalyst for long-term recovery and cash flow, others are expressing frustration over the stock's volatility and the influence of hedge fund positioning on the price action.

Gemini Space Station, Inc. is a holding company, which offers a mobile and web based crypto asset exchange platform, proprietary wallet infrastructure and custody solutions, over-the-counter trading solutions tailored to institutions and professionals, a digital art auction platform, a proprietary United States dollar backed stablecoin, and a credit card product that offers crypto asset rewards on customer purchases. The company was founded by Tyler Winklevoss and Cameron Winklevoss in 2014 and is headquartered in New York, NY.

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

Gemini Space Station is seeing intense market activity driven by a strategic $100 million investment from the Winklevoss Capital Fund, alongside better-than-expected quarterly revenue figures and growth in its card services. Investors are actively debating the potential for a short squeeze due to high short interest, while community discussions remain divided between speculative bullishness regarding potential Russell 2000 inclusion and concerns over the company's long-term financial health and legal challenges.

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

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon shares are facing intense selling pressure and hitting multi-year lows, fueled by a proxy battle involving the founder, leadership transition uncertainty, and broader concerns over slowing North American growth. While many investors express frustration over the sustained downtrend, a vocal segment of the community is aggressively buying the dip, citing deep-value P/E multiples and the company's strong cash position as indicators of an impending reversal.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is facing significant volatility as investors weigh disappointing Q1 earnings and production delays against a massive long-term growth narrative fueled by government contracts and critical mineral demand. While the stock has seen a sharp pullback, the community remains deeply divided between those betting on a major squeeze driven by high short interest and institutional accumulation, and skeptics who are increasingly frustrated by the company's inconsistent operational execution.

Aeluma, Inc. engages in developing semiconductors for sensing, communication, and computing applications. The firm is also involved in manufacturing devices using compound semiconductor materials on large-diameter substrates that are commonly used to manufacture mass market microelectronics. The company was founded by Jonathan Klamkin and Lee McCarthy on February 28, 2019 and is headquartered in Goleta, CA.

Aeluma Inc

Aeluma Inc. is trending after reporting over $4 million in U.S. government contracts for its quantum materials and high-speed datacom platform, providing a significant validation of its technology despite ongoing concerns about commercial scaling and current revenue levels. Investors are actively debating the stock's future, weighing potential upside from these high-profile partnerships against the risks of share dilution and the company's path to repeatable manufacturing.

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Market participants are weighing geopolitical tensions and rising bond yields against high-profile trade optimism following summit meetings in Beijing. Community discussion is heavily divided, with some traders anticipating a technical correction or 'V-shaped' recovery, while others express caution over stretched equity valuations and potential volatility surrounding monthly options expiration.

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General Dynamics Wins a $1.27B Deal to Aid Virginia Class Submarines

GD secures a $1.27B Navy contract to support Virginia-class submarines, reinforcing its role amid rising global demand for advanced naval capabilities.

General Dynamics' Arm Wins a Navy Deal for Submarine Support

GD's Electric Boat lands a $95M Navy contract to support strategic and attack submarines, reinforcing its role in a growing global market.

General Dynamics' Arm Wins a $15.38B Navy Deal for Submarine Support  

GD lands a $15.38B Navy contract to support Columbia-class submarines, strengthening its role in a growing global submarine market.

Huntington Ingalls Secures a Contract to Support USS Nimitz

HII lands a $95.7M Navy contract tied to USS Nimitz inactivation, adding to its strong backlog and positioning amid rising global naval defense spending.

<ul class="summary-bullets"><li>Trump said the meeting included CEOs of top U.S. defense companies, including Boeing, Honeywell, Lockheed Martin, and Northrop Grumman, among others.&nbsp;</li><li>As per Trump, expansion had begun three months before the meeting, and many of the manufacturing facilities for the weapons were already under way.&nbsp;</li><li>Meanwhile, Mohamed El-Erian, Chief Economic Advisor at Allianz, warned that the longer the U.S.-Israel-Iran war stretched out, the greater the risk would be to the global economy.</li></ul>Shares of major defense companies edged higher on Friday after U.S. President Donald Trump said that the largest companies have agreed to quadruple production of “exquisite class” weaponry amid the ongoing war against Iran.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116184185735585906">post</a> on Truth Social, Trump said that he had just concluded a meeting with the chief executive officers of <a href="https://stocktwits.com/symbol/BAESY">BAE Systems</a> (BAESY), <a href="https://stocktwits.com/symbol/BA">Boeing Co.</a> (BA), <a href="https://stocktwits.com/symbol/hon">Honeywell International Inc.</a> (HON), <a href="https://stocktwits.com/symbol/lhx">L3Harris Technologies Inc.</a> (LHX), <a href="https://stocktwits.com/symbol/lmt">Lockheed Martin Corp.</a> (LMT), <a href="https://stocktwits.com/symbol/noc">Northrop Grumman Corp.</a> (NOC), and <a href="https://stocktwits.com/symbol/ray">Raytheon Holding</a> (RAY) to discuss weapons production and schedules.Shares of HON were up 0.15% in Friday’s after-market hours, while shares of LHX and LMT climbed 0.9% and 0.45% higher. NOC stock was up 0.28% in extended trading hours at the time of writing.“We just concluded a very good meeting with the largest U.S. Defense Manufacturing Companies where we discussed Production and Production Schedules. They have agreed to quadruple Production of the “Exquisite Class” Weaponry in that we want to reach, as rapidly as possible, the highest levels of quantity,” Trump said.<h2 class="st-heading-2">Additional Details</h2>As per Trump, expansion had begun three months before the meeting, and many of the manufacturing facilities for the weapons were already under way.“We have a virtually unlimited supply of Medium and Upper Medium Grade Munitions, which we are using, as an example, in Iran, and recently used in Venezuela,” he said. “Regardless, however, we have also increased Orders at these levels,” he added.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_07_at_3_31_42_AM_png_3cfe8f9ebc.webp" alt="Screenshot 2026-03-07 at 3.31.42 AM.png" width="1081" height="1022"></figure>&nbsp;Trump also said that another meeting with the defense companies was scheduled in the next two months.<h2 class="st-heading-2">Expert Commentary</h2>Meanwhile, Mohamed El-Erian, Chief Economic Advisor at Allianz, warned in a post on X on Friday that the longer the U.S.-Israel-Iran war stretched out, the greater the risk would be to the global economy, especially in terms of production systems and supply-chain issues.“Some production systems and certain cross-border supply chains do not handle ‘sudden stops’ well. IF they continue to shut down, and it is an if, their eventual restart would likely be neither quick nor smooth,” he said.In an earlier post from the day, El-Erian had warned that immediate pressures from the war would be on surging energy prices, and rising mortgage rates, eventually leading to broader price increases from supply-side disruptions and eventual "cost-push" inflation.<img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_07_at_3_32_26_AM_png_6f0404db0e.webp" alt="Screenshot 2026-03-07 at 3.32.26 AM.png">The war with Iran has now entered its seventh day, leading to higher oil prices and volatility in stock markets. U.S. equities ended the day lower on Friday, with the <a href="https://stocktwits.com/symbol/spy">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, closing down by 1.31%, while the <a href="https://stocktwits.com/symbol/dia">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) was down 0.96% at close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/us-customs-agency-says-it-cannot-comply-with-court-order-to-refund-trump-duties/cZdLEZZRIEC">US Customs Agency Says It ‘Is Not Able To Comply’ With Court Order To Refund Trump Duties</a>

U.S. President Donald Trump speaks in the Oval Office at the White House on May 20, 2025. Trump announced his plans for the "Golden Dome," a national ballistic and cruise missile defense system. (Photo by Chip Somodevilla/Getty Images)

Trump Says Boeing, Lockheed Martin, Raytheon, Others To Quadruple Advanced Weapons Output Amid Iran War

Shares of major defense companies edged higher on Friday after U.S. President Donald Trump made the announcement on Truth Social. 

Equity

Defense ETFs to Gain as the US-Iran War Stokes Global Tension

ITA and other defense ETFs are expected to gain as the U.S.-Iran strikes spur weapon demand, lifting Lockheed and peers on rising global tensions.

Are Aerospace Stocks Lagging  Bae Systems (BAESY) This Year?

Here is how Bae Systems PLC (BAESY) and Karman Holdings Inc. (KRMN) have performed compared to their sector so far this year.

BAESY vs. RYCEY: Which Stock Should Value Investors Buy Now?

BAESY vs. RYCEY: Which Stock Is the Better Value Option?

Mercury Systems Q2 Earnings Beat Estimates, Revenues Rise Y/Y

MRCY delivers an earnings surprise as bookings climb, backlog hits a record $1.5B, and EBITDA expands year over year.


BAE Systems Wins $473M Deal to Produce 40 M109A7 Paladin Howitzer

BAESY secures a $473M contract to build 40 M109A7 Paladin howitzer sets, strengthening the U.S. Army's firepower and its armored vehicle footprint.

BAE Systems Plc engages in the provision of a full range of products and services for air, land, and naval forces, advanced electronics, security, information technology solutions, and support services. It operates through the following segments: Electronic Systems, Cyber and Intelligence, Platforms and Services (US), Air, Maritime, and Headquarters. The Electronic Systems segment is composed of the US and UK-based electronics activities, including electronic warfare systems, electro-optical sensors, military and commercial digital engine and flight controls, precision guidance and seeker solutions, next-generation military communications systems and data links, persistent surveillance capabilities, and hybrid electric drive systems. The Cyber and Intelligence segment includes the US-based Intelligence and Security business, and UK-headquartered Applied Intelligence business, and covers the group's cyber security, secure government, and commercial and financial security activities. The Platforms and Services (US) segment manufactures combat vehicles, weapons and munitions, and delivers services and sustainment activities, including ship repair and the management of government-owned munitions facilities. The Air segment deals with UK-based air activities for European and International markets, and US programs, and its businesses in Saudi Arabia and Australia, together with its interest in the European MBDA joint venture. The Maritime segment focuses on the group’s UK-based maritime and land activities. The Headquarters segment includes the group’s head office and UK-based shared services activities, together with its interest in Air Astana. The company was founded in 1953 and is headquartered in London, the United Kingdom.

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