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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending downwards as investors react to the company's earnings report, which included a significant one-time tax charge and forecasts of increased capital expenditures for AI development. The community is debating whether this decline presents a buying opportunity or signals concerns about future profitability and spending discipline. Some believe the market is overreacting to a non-recurring event, while others worry about the long-term implications of Meta's aggressive AI investments.

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

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending as it approaches all-time highs, fueled by its AI narrative and a recent partnership with NVIDIA, leading to speculation about a potential stock split. Community members are debating the company's valuation and earnings potential, with some anticipating a continued surge while others foresee a pullback. The stock's momentum and strong retail interest have created a battleground between bulls and bears as earnings approach.

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 trending as investors digest mixed reactions to earnings, with revenue and EPS exceeding expectations but Azure growth guidance causing concern. Community discussions revolve around the impact of increased AI spending and its potential dilution, alongside anticipation for analyst upgrades. The broader market context involves mega-cap tech earnings and geopolitical factors influencing trade.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf ($WULF) is trending amid discussions of its recent $900M convertible note offering and its implications for dilution and growth, with community members debating the bullish and bearish interpretations of the financing structure. Bullish sentiment highlights the potential for expansion in AI and data centers, while bears focus on the risk of short-term price decline. The conversation also includes speculation around potential partnerships with major players like Google.

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 trending amid discussions around potential trade deals with China, particularly regarding access to NVIDIA's Blackwell chips. The community is weighing the implications of these discussions, with some anticipating a positive catalyst and others expressing skepticism about the outcomes. NVIDIA recently achieved a $5 trillion market cap, fueling debates about its valuation and future growth prospects within the AI sector.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The Invesco QQQ Trust Series 1 (QQQ) is trending amid discussions around potential trade deal implications after recent communications between global leaders. The market is analyzing the potential impacts of these discussions on sectors heavily represented in the fund, particularly technology. Community sentiment appears cautiously optimistic, yet acknowledges that previous similar announcements have not led to substantial long-term gains.

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

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is trending as investors anticipate upcoming earnings, with expectations high for the tech giant's AI and cloud performance; the stock has already seen significant gains, leading to discussions about whether the positive outlook is fully priced in. Community members are also reacting to news of partnerships, including collaborations to power AI infrastructure.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARBB is trending due to after-hours momentum and a low float, sparking community interest in a potential short squeeze. Discussions revolve around its potential to reach higher price levels, with some comparing it to other recent high-flying stocks. However, caution is advised as some traders are calling it a pump and dump scheme.

Alphabet Inc - Ordinary Shares - Class C

Fueled by growing anticipation for its upcoming earnings report, GOOG is trending as the community discusses the potential impact of AI advancements and cloud services on its revenue. Positive sentiment is building around Google's core businesses, with some analysts raising price targets ahead of the report. Traders are also closely watching for updates on Google's AI strategy and partnerships, particularly regarding quantum computing.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

PSKY is trending amidst ongoing speculation about a potential merger with WBD, with community chatter focusing on the deal's structure, potential impact, and whether PSKY might overpay. Recent reports of rejected offers and potential layoffs at PSKY are also driving discussion, alongside speculation about alternative buyers and the broader implications for the media landscape. The company's existing assets, especially the UFC partnership and new content deals, are also being evaluated for their ability to drive future growth.

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Disney World replaces classic restaurant

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Walt Disney (DIS) Stock Moves -1.26%: What You Should Know

In the most recent trading session, Walt Disney (DIS) closed at $110.24, indicating a -1.26% shift from the previous trading day.

Nvidia's $5 trillion market cap is equivalent to around 25 Disneys, 50 Nikes and more than 3,000 JetBlues

Nvidia's market cap dwarfs that of other well-known companies, as well as entire sectors and even full international markets...

3 Media Stocks to Watch From a Challenging Industry

Zacks Media Conglomerates industry players like DIS, PSKY and STRZ gain from the rising demand for high-speed Internet and increased media consumption.

Can Upcoming Global Content Drive NFLX's Engagement in the Near Term?

Netflix bets on a blockbuster global slate, from Stranger Things to live sports, to boost engagement and sustain its growth momentum this holiday season.

<ul class="summary-bullets"><li>Disney now holds approximately 70% of the combined company, with Fubo shareholders retaining about 30%.</li><li>Disney will provide a $145 million term loan to Fubo in 2026 as part of the transaction.&nbsp;</li><li>The Fubo advertising sales group will transition to Disney’s advertising organization to deliver data-driven campaigns.</li></ul>Shares of Fubo (FUBO) jumped in morning trade on Wednesday after the company announced it had completed its previously announced merger with Disney’s (DIS) Hulu + Live TV business.&nbsp;<a href="http://stocktwits.com/symbol/FUBO">FUBO’s stock</a> gained as much as 8%, with retail sentiment on Stocktwits jumping to ‘extremely bullish’ from ‘neutral’ territory and chatter surging to ‘high’ from ‘normal’ levels over the past day.&nbsp;Meanwhile,&nbsp;<a href="http://stocktwits.com/symbol/DIS">DIS’ stock</a> edged 0.8% lower in morning trade, but retail sentiment improved to ‘neutral’ from ‘bearish’ territory and chatter increased to ‘normal’ from ‘low’ levels over the past day.The company said the merger creates a virtual multichannel video programming distributor (vMVPD) with nearly 6 million subscribers in North America, making it the sixth-largest Pay TV company in the U.S.<h2 class="st-heading-2">Streaming Giants Unite</h2>The combined business will maintain Fubo and Hulu + Live TV as separate services, offering multiple plan tiers and distinct apps. Disney will provide a $145 million term loan to Fubo in 2026 as part of the transaction. Management expects cost, revenue, and operational synergies from content optimization, advertising integration, and marketing efficiencies.<blockquote>“Together with Disney, we’re creating a more flexible streaming ecosystem that gives consumers greater choice, while driving profitability and sustainable growth.”– David Gandler, Co-founder and CEO, Fubo</blockquote>The Fubo advertising sales group will transition to Disney’s advertising organization to deliver data-driven campaigns, while Fubo’s existing management team will continue to operate both businesses. Disney now holds approximately 70% of the combined company, with Fubo shareholders retaining about 30%.A newly seated board blends leadership from Disney and Fubo, including Andy Bird, CBE, as independent chairman and David Gandler as CEO.&nbsp;FUBO’s stock has gained 195% this year and more than 110% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-slips-ahead-of-fed-rate-cut-decision-ethereum-dogecoin-lead-declines/cLGZmVzR3w2">Bitcoin Slips Ahead Of Fed Rate Cut Decision — Ethereum, Dogecoin Lead Declines</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of FuboTV Inc. on August 7, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

Fubo Stock Gains As Disney Merger Creates Sixth-Largest Pay TV Platform In US

The combined business will maintain Fubo and Hulu + Live TV as separate services, offering multiple plan tiers and distinct apps. 

Equity

Fubo, Disneys Hulu + Live TV Complete Business Combination, Creating Unique Consumer Focused vMVPD

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How Will Services, Mac and iPad Fare in Apple's Q4 Earnings?

AAPL's fiscal Q4 results are set to shine on strong Services and Mac growth, even as iPad sales face a modest decline.


Disney is breaking up with Doctor Who

Though there's still a new Doctor Who spinoff making its way to Disney Plus, Disney's production partnership with the BBC has come to an end. The BBC announced today that after two seasons of Doctor...

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$1.05	--	--	N/A
Q3 '25	$1.45	$1.61	10.77%	BEAT
Q2 '25	$1.19	$1.45	22.07%	BEAT
Q1 '25	$1.45	$1.76	21.46%	BEAT
Q4 '24	$1.11	$1.14	3.10%	BEAT

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