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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle ($ORCL) is trending due to mixed reactions to earnings, despite beating EPS estimates. Community chatter focuses on concerns over high debt and increased capital expenditures, with some fearing a broader impact on AI stocks while others see it as a buying opportunity, citing strong cloud revenue growth and a massive backlog.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is trending as investors digest news around AI infrastructure buildouts, particularly discussion of a potential large order with Elon Musk's xAI. The community is weighing the significance of these deals, comparing SMCI's competitive position against rivals like Dell, and debating the stock's valuation relative to its growth prospects in the booming AI sector. Some are also concerned with insider selling and delayed CFO replacement.

Beasley Broadcast Group, Inc. is multi-platform media company, which engages in the operation of radio stations in the United States. The firm offers marketing solutions across event platforms. It operates through the following business segments: Audio, Digital, and Other. The company was founded by George G. Beasley in 1961 and is headquartered in Naples, FL.

Beasley Broadcast Group Inc - Ordinary Shares - Class A

$BBGI is trending as retail traders discuss its volatile price action and potential for a short squeeze, drawing comparisons to similar low-float runners. Community members are actively debating entry and exit points, with some expressing bullish sentiment and others remaining cautious amid the swings. The stock's behavior and potential for further movement are key talking points.

Pump Mind Virus is a Pure Meme with a long term vision. We are building for the future while making no promises about the present. The project aims to bring the spirit of community memes back to the Solana ecosystem. We do that with engaging content and memes. Culture through community. Viral spread by word of mouth.  And most importantly, by not using the fake hype machine that has come to dominate the meme coin landscape.

PumpMindVirus

PumpMindVirus ($PMV) is trending as its community rallies around a meme-driven, high-energy, and 'infectious' movement within the crypto space, particularly on the Solana blockchain. The community emphasizes its strong, united front and consistent daily activity, promoting a culture of 'pressure' and fun. Discussions highlight the coin's potential as a leading meme coin in 2026, with community members encouraging others to 'join the infection'.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

SLV is trending as the silver market tests new highs, driven by discussions around potential supply squeezes and increased industrial demand. Community members are debating if the rally is sustainable, with some pointing to bullish technical indicators and others expressing caution due to overbought conditions and potential pullbacks. The broader discussion includes the gold-silver ratio and the impact of potential interest rate decisions.

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

GEMI is trending due to renewed interest in prediction markets following regulatory approval for Gemini to launch its platform in the U.S., with the community anticipating significant partnerships and a potential short squeeze. Discussions also include comparisons to other crypto platforms and speculation about institutional investment. Some investors express frustration with the stock's performance since its IPO.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe ($ADBE) is trending due to discussions surrounding its recent earnings report and future outlook, with the community debating whether the company is undervalued or facing challenges from AI competition. Despite solid earnings, some investors are concerned about slowing growth and the potential for disruption, while others remain confident in Adobe's long-term prospects and AI integration.

First Majestic Silver Corp. engages in the production, development, exploration and acquisition of mineral properties. It owns and operates producing mines in México including the La Encantada Silver Mine, La Parrilla Silver Mine, San Martin Silver Mine, La Guitarra Silver Mine, Del Toro Silver Mine, Santa Elena Silver & Gold Mine, and San Dimas Silver & Gold Mine. The company was founded by Keith Neumeyer on September 26, 1979 and is headquartered in Vancouver, Canada.

First Majestic Silver Corporation

First Majestic Silver ($AG) is trending as silver spot prices reach new highs, fueling excitement for potential gains. The community is actively discussing chart patterns like cup and handles, anticipating a significant breakout, though some express frustration over the miners underperforming despite rising silver prices. Broader discussions include silver's role as a critical mineral and its potential to outperform gold in the current market environment.

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 downwards as investors react to uncertainty surrounding its bid for Warner Bros., with concerns about debt and regulatory hurdles. The community is debating whether Netflix should abandon the deal and collect the termination fee, or if acquiring Warner Bros. would strengthen its market position. Some traders are eyeing potential bounce plays as the stock approaches oversold levels, while others are bracing for further declines.

Synopsys, Inc. engages in the provision of electronic design automation (EDA) software that engineers use to design and test integrated circuits (ICs). It also offers semiconductor intellectual property (IP) products. It operates through the following segments: Design Automation, Design IP, and Software Integrity. The Design Automation segment includes silicon design, verification products and services, system integration products and services, digital, custom, and FPGA IC design software, verification software and hardware products, and manufacturing software products. The Software Integrity segment includes a solution for building security and compliance testing into the customers' software development lifecycle and supply chain. The company was founded by Aart J. de Geus, Bill Krieger, Dave Gregory, and Rick Rudell in December 1986 and is headquartered in Sunnyvale, CA.

Synopsys, Inc.

Synopsys Inc

Synopsys ($SNPS) is trending as the community discusses its recent performance, driven by a partnership with Nvidia and speculation around its implications. While some express concerns regarding its exposure to the Chinese market and potential dilution from the Nvidia deal, others see long-term growth potential due to its crucial role in AI-driven chip design and strong earnings.

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<ul class="summary-bullets"><li>A formal announcement on the moves could come as early as this week, the report said.</li><li>PepsiCo is also expected to emphasize efforts to develop new products and ways for pricing and packaging them.</li><li>The Wall Street Journal reported last week that the company is nearing a settlement with Elliott.</li></ul>PepsiCo Inc. reportedly plans to review its North American supply chain as it seeks to negotiate with activist investor Elliott Investment Management.As per a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-08/pepsico-to-review-supply-chains-as-talks-with-activist-elliott-wrap-up">report</a> from Bloomberg, the review of the supply chain is among a number of steps the company is taking to reach a settlement with Elliott who built a nearly $4 billion stake in the beverages and snack company in September and pushed it to make changes amid a drop in share price.A formal announcement on the moves could come as early as this week, the report said, citing people familiar with the matter.<h2 class="st-heading-2">Other Changes &nbsp;</h2>PepsiCo is also expected to emphasize efforts to develop new products and ways for pricing and packaging them, as well as changes to capital allocation, sources told Bloomberg. The company, however, is not expected to make any board changes, the report said. Elliott is supportive of the changes being planned by the beverage maker, it added.Elliottt was pushing the company to refranchise its bottling business and make other changes including divesting its underperforming assets in the food and beverage business, such as Life and Cap’n Crunch, as well as Quaker Oats and Rice-A-Roni. PepsiCo uses independent bottlers in addition to its own bottling businesses.The Wall Street Journal <a href="https://stocktwits.com/news-articles/markets/equity/pepsico-close-to-striking-settlement-with-activist-giant-elliott-after-4-billion-push-for-change/cLIi4iXREj1">reported</a> last week that the company is nearing a settlement with Elliott.<h2 class="st-heading-2">Company Commits To Portfolio Transformation</h2>After the announcement of Elliott’s stake, PepsiCo CEO Ramon Laguarta said in October that the company is eyeing the introduction of a “strong pipeline of innovation to accelerate portfolio transformation” and boost growth while also providing “good value to consumers.” The CEO also added that the company’s engagement with Elliott has been “constructive and collaborative.”In October, PepsiCo also named Walmart (WMT) executive Steve Schmitt as its new Chief Financial Officer, succeeding Jamie Caulfield.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around PEP stayed within the ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.<figure class="image"><img style="aspect-ratio:586/58;" src="data:image/png;base64,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" width="586" height="58" alt="PEP’s Sentiment Meter and Message Volume as of 4:01 p.m. ET on Dec. 08, 2025 | Source: Stocktwits"><figcaption>PEP’s Sentiment Meter and Message Volume as of 4:01 p.m. ET on Dec. 08, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/PEP">PEP stock</a> has dropped 9% over the past 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/nextera-exxon-mobil-team-up-on-massive-gas-powered-ai-energy-push/cLIpGs8REmx">NextEra And Exxon Mobil Team Up On Massive Gas-Powered AI Energy Push</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Bottles of Pepsi soda are displayed in a store on March 17, 2025 in New York City. On Monday, PepsiCo announced that it is buying prebiotic soda brand Poppi for nearly $2 billion. (Photo by Spencer Platt/Getty Images)

PepsiCo Reportedly Moves To Overhaul North American Supply Chain To Strike Peace With Activist Elliott

As per a report from Bloomberg, the review of the supply chain is among a number of steps the company is taking to reach a settlement with Elliott who built a nearly $4 billion stake in the beverages and snack company in September.

Equity

As per a report from Bloomberg, the review of the supply chain is among a number of steps the company is taking to reach a settlement with Elliott who built a nearly $4 billion stake in the beverages and snack company in September.


<ul class="summary-bullets"><li>Srouji, who oversees the iPhone maker’s chip division, reportedly sent a memo to his division, saying that he loves his job at Apple.&nbsp;</li><li>The memo added that he was offering the clarification in light of “rumors and speculations” regarding his future at the company, Bloomberg added.&nbsp;</li><li>The clarification comes on the heels of a streak of exits at Apple including the company’s AI chief.</li></ul> Apple Inc.’s Johny Srouji reportedly told his peers at the company that he does not intend on “leaving anytime soon.”Srouji, who oversees the iPhone maker’s chip division, reportedly sent a memo to his division.“I am proud of the amazing Technologies we all build across Displays, Cameras, Sensors, Silicon, Batteries, and a very wide set of technologies, across all of Apple Products. Together we enable the best products in the world. I love my team, and I love my job at Apple, and I don’t plan on leaving anytime soon,” he wrote in the memo, as <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-08/apple-chip-chief-tells-staff-he-s-not-leaving-anytime-soon">reported</a> by Bloomberg. The memo added that he was offering the clarification in light of “rumors and speculations” regarding his future at the company, the report added.The clarification from the top executive and architect of the company’s in-house chip efforts come on the heels of a media report last week that Srouji informed CEO Tim Cook that he is considering leaving the company in the near future. He also reportedly informed colleagues that he intends to join another company if he departs, the report then said.<h2 class="st-heading-2">Streak Of Exits At Apple</h2>The clarification from Srouji comes on the heels of a number of exits at the company.Last week, Apple <a href="https://stocktwits.com/news-articles/markets/equity/what-high-profile-apple-executive-exits-says-about-cupertino-s-future/cLIS2ZXREj6">confirmed</a> that its artificial intelligence (AI) chief, John Giannandrea, would retire after nearly seven years at the company, to be replaced by Amar Subramanya — an ex-Microsoft executive.After rumors that <a href="https://stocktwits.com/news-articles/markets/equity/meta-snatches-apple-s-top-interface-designer-to-lead-new-ai-design-push/cLIgGkaRESb">Alan Dye</a>, Apple’s long-serving head of user interface (UI) design — most recently behind the "Liquid Glass" rollout — was leaving the company circulated, Meta’s Mark Zuckerberg confirmed the move on Threads. He also stated that Billy Sorrentino, who served as Senior Director of the Apple Design Team for a decade, has joined Meta.Apple also released a statement on Thursday that Kate Adams, who has served as General Counsel since 2017, will step down and be replaced by Jennifer Newstead, effective March 1, 2026. Apple’s VP for Environment, Policy and Social Initiatives, Lisa Jackson, will also retire in January.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around AAPL fell from ‘Bullish’ to ‘Neutral’ territory over the past 24 hours, while message volume stayed at ‘High’ levels.<figure class="image"><img style="aspect-ratio:624/61;" src="data:image/png;base64,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" width="624" height="61" alt="AAPL’s Sentiment Meter and Message Volume as of 12:20 p.m. ET on Dec. 08, 2025 | Source: Stocktwits"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 12:20 p.m. ET on Dec. 08, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/AAPL">AAPL stock</a> has gained 11% this year and nearly 13% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/natural-gas-prices-plunge-amid-supply-concerns/cLIYwwbREmZ">Natural Gas Prices Plunge Amid Supply Concerns — Are Energy Firms Feeling The Heat?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

The Apple logo displays on a screen with a person holding a phone in Knurow, Poland, on September 20, 2025. 

Apple Chip Chief Reportedly Dismisses Concerns About Exit: ‘I Love My Job’

The clarification from the top executive and architect of the company’s in-house chip efforts come on the heels of a media report last week that Srouji informed CEO Tim Cook that he is considering leaving the company in the near future. 

<ul class="summary-bullets"><li>The CEO, however, did not disclose the terms of the deal.</li><li>Siroker said that the company will continue to support its AI-powered Pendant customers for at least another year but will no longer sell the Pendant to new customers.</li><li>Earlier this week, it was reported that Meta has hired Apple’s longtime user-interface design head Alan Dye as it steps up its push into AI-enabled consumer hardware.</li></ul>Limitless AI's CEO Dan Siroker announced via X on Friday that the AI wearable startup has been acquired by Meta Platforms."I'm excited to share that Limitless has been acquired by Meta!," Siroker <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://youtube.com/watch?v=uuGTJzl1OVU&amp;embeds_referring_euri=https%3A%2F%2Fwww.limitless.ai%2F&amp;source_ve_path=OTY3MTQ">said</a> in a video update. The CEO added that the acquisition is part of Meta’s announcement to bring personal superintelligence to everyone, key to which is AI-wearables. Siroker said that Limitless will be working with Meta to bring the shared vision to life.The CEO, however, did not disclose the terms of the deal.<h2 class="st-heading-2">What About Limitless’ Existing Customers?</h2>Siroker said that the company will continue to support its AI-powered Pendant customers for at least another year but will no longer sell the Pendant to new customers. Pendant, a lightweight AI wearable remembers what the user says throughout the day. It supports over a 100 languages and also provides smart summaries of conversations.Siroker also highlighted that customer data will remain safe whether they choose to continue using the pendant or not. Customers will also have the option to delete their data.<h2 class="st-heading-2">Meta’s Consumer Wearable Push</h2>Earlier this week, it was reported that Meta <a href="https://stocktwits.com/news-articles/markets/equity/meta-snatches-apple-s-top-interface-designer-to-lead-new-ai-design-push/cLIgGkaRESb">hired</a> Apple’s longtime user-interface design head Alan Dye as it steps up its push into AI-enabled consumer hardware. Dye will reportedly join Meta as chief design officer on Dec. 31. He will oversee design for hardware, software and AI integration, reporting to Chief Technology Officer Andrew Bosworth, who runs Meta’s Reality Labs division responsible for VR headsets and wearable devices.The company already makes AI-powered smart glasses in partnership with Ray-Ban.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>META shares closed 2% higher on Friday. On Stocktwits, retail sentiment around META stayed within the 'neutral' territory over the past 24 hours while message volume rose from 'low' to 'normal' levels.<a href="https://stocktwits.com/symbol/META">META stock </a>has gained 15% this year and by about 11% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/why-is-albemarle-stock-up-6-percent-today/cLISgMXREkz">Why Is Albemarle Stock Up 6% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, a person holds a smartphone displaying the logo of Meta Platforms Inc. (NASDAQ: META)von July 28, 2025 in Chongqing, China. 

Meta Acquires AI Wearables Startup Limitless AI

The announcement was made by Limitless AI CEO in a video on X. 

<ul class="summary-bullets"><li>The SAFE CHIPS Act was filed by Republican Senator Pete Ricketts and Democrat Chris Coons.</li><li>The bill comes as the Trump administration contemplates greenlighting sales of Nvidia's H200 artificial intelligence chips to China, Reuters noted.</li><li>Earlier this week, Bloomberg reported Nvidia CEO Jensen Huang as saying that he’s unsure whether China would accept the H200 chips were the U.S. to relax restrictions on sales.</li></ul>A bipartisan group of U.S. senators reportedly unveiled a bill on Thursday to block the Trump administration from easing rules that restrict China’s access to AI chips, including Nvidia’s H200, for two and a half years. &nbsp;The bill is known as SAFE CHIPS Act, Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/us/senators-unveil-bill-keep-trump-easing-curbs-ai-chip-sales-china-2025-12-04/">reported</a>. It was filed by Republican Senator Pete Ricketts and Democrat Chris Coons and would require the commerce department to deny any license requests for buyers in China, Russia, Iran or North Korea to receive U.S. AI chips more advanced than the ones they currently are allowed to obtain for 30 months, the report said.Under the bill, the commerce department would further have to inform the Congress on any proposed rule changes a month before they take effect even after 2.5 years, the report said.The legislation was co-sponsored by Republican Dave McCormick and Democrats Jeanne Shaheen and Andy Kim.<h2 class="st-heading-2">Senators Seek To Block Trump, Nvidia</h2>The bill comes as the Trump administration contemplates greenlighting sales of Nvidia's H200 artificial intelligence chips to China, Reuters noted.Earlier this week, Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-03/nvidia-s-huang-unsure-whether-china-would-accept-its-h200-chips">reported</a> Nvidia CEO Jensen Huang as saying that he’s unsure whether China would accept the H200 chips were the U.S. to relax restrictions on sales. Huang was reportedly talking to reporters after a meeting with President Trump on export controls.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>NVDA shares closed up 2% on Thursday and edged up marginally after hours. On Stocktwits, retail sentiment around NVDA stayed within the ‘neutral’ territory over the past 24 hours, while message volume remained at ‘low’ levels.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> has gained 37% this year and by about 26% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/billionaire-mark-cuban-and-humana-tease-new-pharmacy-deal-aimed-at-cutting-out-middlemen-report/cLIi9QfREjk">Billionaire Mark Cuban And Humana Tease A New Pharmacy Deal Aimed At Cutting Out Middlemen: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

 In this photo illustration, the NVIDIA logo is displayed on a smartphone with national flag of USA and China in the background.

US Senators Seek To Block China’s Access To Nvidia’s H200 AI Chips With New Bill: Report

The bill would require the commerce department to deny any license requests for buyers in China, Russia, Iran or North Korea to receive U.S. AI chips more advanced than the ones they currently are allowed to obtain for 30 months, Reuters reported.

<ul class="summary-bullets"><li>The newspaper reported in September that Elliott Investment Management is planning to push PepsiCo to make changes in an attempt to boost its stock price after building a nearly $4 billion stake in the beverages and snacks company.</li><li>Elliott was pushing the company to refranchise its bottling business and make other changes including divesting its underperforming assets in the food and beverage business.&nbsp;</li><li>The company’s CEO Ramon Laguarta said in October that the company is eyeing the introduction of a “strong pipeline of innovation to accelerate portfolio transformation.”</li></ul>PepsiCo (PEP) is reportedly nearing a settlement with activist investor Elliott Investment Management who sought changes at the company in September to reverse a slump in share price.The Wall Street Journal <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/deals/pepsico-nears-settlement-with-activist-investor-elliott-dbda9a2a?mod&amp;#61;Searchresults&amp;pos&amp;#61;1&amp;page&amp;#61;1">reported</a> on Thursday, citing people familiar with the matter that an announcement could come soon. Details of the settlement could not be learnt, it added.<h2 class="st-heading-2">Elliott Pushes For Changes</h2>The newspaper <a href="https://stocktwits.com/news-articles/markets/equity/elliott-looks-to-make-changes-at-pepsi-co-with-4-billion-stake-report/chv6YkmRdnt">reported</a> in September that Elliott Investment Management is planning to push PepsiCo to make changes in an attempt to boost its stock price after building a nearly $4 billion stake in the beverages and snacks company. Elliottt was pushing the company to refranchise its bottling business and make other changes including divesting its underperforming assets in the food and beverage business.PEP stock traded 1% lower at the time of writing and has dropped nearly 3% this year. The beverage and snacks giant has been grappling with slowing sales for its traditional drinks and snacks as customers become increasingly cautious about their lifestyle and food preferences, prompting it to acquire the probiotic soda brand Poppi.<h2 class="st-heading-2">Company Commits To Portfolio Transformation</h2>The company’s CEO Ramon Laguarta said in October that the company is eyeing the introduction of a “strong pipeline of innovation to accelerate portfolio transformation” and boost growth while also providing “good value to consumers.”In October, PepsiCo also named Walmart (WMT) executive Steve Schmitt as its new Chief Financial Officer, succeeding Jamie Caulfield.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around PEP stayed within the ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.<a href="https://stocktwits.com/symbol/PEP">PEP stock</a> has dropped 8% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/waymo-goes-fully-driverless-in-houston-and-dallas/cLIidokREjh">Waymo Goes Fully Driverless In Houston And Dallas Ahead Of An ‘Exciting’ 2026</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Pepsico logo is seen at the office building in Krakow, Poland on February 22, 2024.

PepsiCo Is Close To Striking A Settlement With Activist Giant Elliott After Its $4B Push For Change

Details of the settlement could not be learnt, the Wall Street Journal said. 

<ul class="summary-bullets"><li>Kroger reported Q3 revenue of $33.9 billion, up 1% from the same period last year, missing analyst estimates of $34.2 billion.&nbsp;</li><li>Adjusted earnings per share came in at $1.05, outperforming the $1.03 consensus.&nbsp;</li><li>The company also revised its guidance for identical sales excluding fuel to 2.8% to 3%, down from the previous range of 2.7% to 3.4%.&nbsp;</li></ul> <a href="https://stocktwits.com/symbol/KR">The Kroger Co. </a>(KR) shares traded lower on Thursday morning after the company reported its third-quarter 2025 results, with better-than-expected earnings but revenue missing estimates.Total revenue for the quarter came in at $33.9 billion, up 1% compared to the same period last year. However, this was below analyst estimates of $34.2 billion. The company reported adjusted earnings per share (EPS) of $1.05, beating the $1.03 consensus."We continue to focus on what matters most – serving our customers, running great stores, and strengthening our core business. Our results show we are improving the customer experience and building a strong foundation for long-term growth," said Ron Sargent, Chairman and CEO of Kroger.<h2 class="st-heading-2">Spending Squeeze</h2>The American retailer attributed its business momentum to growth in its e-commerce and pharmacy businesses. Kroger is among the many retailers that are betting big on online sales. “We have now completed our strategic review, which we expect will make our eCommerce business profitable in 2026,” said Sargent.However, the supermarket brand has been under pressure from lowered consumer spending as well as the government shutdown that led to SNAP (Supplemental Nutrition Assistance Program) food-stamp benefits briefly expiring in November. On Wednesday, Macy’s CEO highlighted how customers remained cautious about spending.<h2 class="st-heading-2">Outlook And Sentiment</h2>While Kroger's latest quarter identical sales excluding fuel rose 2.6%, the company revised its guidance for the same to between 2.8% and 3%, from the previous range of 2.7% and 3.4%. The company, however, increased the lower end of its guidance for the adjusted earnings per share to between $4.75 and $4.80 from the previous range of between $4.70 and $4.80.On Stocktwits, retail sentiment surrounding the stock remained ‘bullish’ while message volume jumped to ‘high’.<figure class="image"><img style="aspect-ratio:1264/155;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_04_at_7_33_37_PM_png_c4e591a35c.webp" alt="Retail sentiment for Kroger remained ‘bullish’ while message volume jumped to ‘high’." width="1264" height="155"></figure>Kroger shares have gained over 10% in the past 12 months.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-trak-stock-rise-10-in-premarket-today/cLILyCORESM">Why Did TRAK Stock Rise 10% In Premarket Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

A Kroger grocery store in Atlanta, Georgia. (Photo by: Jeffrey Greenberg/Universal Images Group via Getty Images)

Kroger Stock Trades In The Red As Q3 Revenue Falls Short of Estimates Despite Earnings Beat 

The retailer reported revenue of $33.9 billion which missed analyst estimates, but posted above consensus earnings per share of $1.05.

<ul class="summary-bullets"><li>In a podcast with Joe Rogan aired earlier in the day, Huang said that Trump is "different" and an “incredibly good listener.”</li><li>Huang hinted at a positive relationship with Trump and his administration.</li><li>The Nvidia CEO also dismissed concerns about a technology race saying that the U.S. has always been in a technology race.</li></ul>Nvidia CEO Jensen Huang reportedly met with U.S. President Donald Trump on Wednesday and talked about export controls.Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/trump-met-with-nvidia-ceo-jensen-huang-about-export-controls-cbs-news-reporter-2025-12-03/">reported</a> on Wednesday, citing a source familiar with the matter, that Huang was in the U.S. capital meeting with lawmakers, where he told them that state-by-state U.S. regulations would slow the progress of AI development.<h2 class="st-heading-2">Huang About Trump</h2>In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=3hptKYix4X8">podcast</a> with Joe Rogan aired earlier in the day, Huang said that Trump is "different" and an “incredibly good listener.” “Almost everything I've ever said to him, he's remembered,” Huang said.Huang also highlighted his communications with the Trump administration and said that United States Secretary of Commerce Howard Lutnick offered that he could access the President and the administration over call. “We are also going to be available to you,” Lutnick reportedly told Huang. He also highlighted that the administration kept its word and was always available to address his concerns.<h2 class="st-heading-2">Technology Race</h2>The Nvidia CEO also dismissed concerns about a technology race saying that the U.S. has always been in a technology race.“We've been in a technology race with somebody forever. Since the industrial revolution…World War II was a technology race. Manhattan Project was a technology race,” Huang said. “It won't be as if somebody arrived and nobody else has. I don’t think it's going to be like that. I think it's going to be, things that just get better and better and better and better, just like technology does.”<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>NVDA shares traded marginally in the green after hours. On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA</a> stayed within the ‘neutral’ territory over the past 24 hours while message volume stayed at ‘low’ levels.NVDA stock has gained about 34% this year and by about 28% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/trump-rescinds-biden-era-fuel-economy-rules/cLIgRUpREST">Ford, GM And Stellantis Jump After Trump Proposes Killing Biden Fuel Rules And Pledges Big Savings For Gas Vehicle Buyers</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Jensen Huang, Nvidia CEO, presents the new Blackwell AI chip at the company's GTC developer conference

Nvidia CEO Reportedly Meets Trump To Discuss Export Controls, Shrugs Off Tech Race Fears On Joe Rogan Podcast

Reuters reported on Wednesday, citing a source familiar with the matter, that Huang was in the U.S. capital meeting with lawmakers, where he told them that state-by-state U.S. regulations would slow the progress of AI development. 

<ul class="summary-bullets"><li>The U.S. Food and Drug Administration on Wednesday granted traditional approval to Eli Lilly said on Wednesday that the fresh approval expands the Jaypirca label to include patients earlier in their treatment course.&nbsp;</li><li>Approved is based on results from a late-stage trial that enrolled 238 patients who were previously treated with a covalent BTK inhibitor.</li><li>Patients showed an improvement in progression free survival in the study.</li></ul>The U.S. Food and Drug Administration on Wednesday granted traditional approval to Eli Lilly and Company’s Jaypirca for pre-treated adults with chronic lymphocytic leukemia or small lymphocytic lymphoma.The agency <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.fda.gov/drugs/resources-information-approved-drugs/fda-grants-traditional-approval-pirtobrutinib-chronic-lymphocytic-leukemia-and-small-lymphocytic">approved</a> the drug for patients who were previously treated with a covalent BTK inhibitor, a class of drugs that permanently bind to and block the Bruton's tyrosine kinase (BTK) protein, which is crucial for the survival of certain B-cell cancers like chronic lymphocytic leukemia.In December 2023, the FDA had granted accelerated approval to Jaypirca for adults with chronic lymphocytic leukemia or small lymphocytic lymphoma who have received at least two prior lines of therapy. Accelerated approval is a conditional approval that requires the drug maker to conduct confirmatory studies after the drug is on the market to verify the clinical benefit.<h2 class="st-heading-2">Implications Of Traditional Approval</h2>Lilly <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investor.lilly.com/news-releases/news-release-details/us-fda-approves-expanded-indication-lillys-jaypirca">said</a> on Wednesday that the fresh approval expands the Jaypirca label to include patients earlier in their treatment course.The approval is based on results from a late-stage trial that enrolled 238 patients who were previously treated with a covalent BTK inhibitor. Patients were randomized to receive either Jaypirca or investigator’s choice of idelalisib plus a rituximab product (IR) or bendamustine plus a rituximab product (BR).Median progression free survival or time from the start of treatment until disease progression or death was 11.2 months in the Jaypirca arm and 8.7 months in the investigator’s choice of IR/BR arm in the study."This label expansion allows physicians to use Jaypirca directly after a covalent BTK inhibitor, the setting where we have always believed it has its most unique potential impact for patients," said Jacob Van Naarden, executive vice president and president of Lilly Oncology.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>LLY shares traded nearly 1% lower at the time of writing. On Stocktwits, retail sentiment around LLY stayed within the ‘extremely bearish’ territory over the past 24 hours while message volume fell from ‘normal’ to ‘low’ levels.A Stocktwits expressed disappointment at the stock trading in the red.<stembedurl>https://stocktwits.com/Flabslab/message/638059122</stembedurl>Another termed the stock a ‘strong sell’, while reiterating support for Lilly’s rival and Danish drugmaker Novo Nordisk.<stembedurl>https://stocktwits.com/Bargainhunters/message/638026575</stembedurl><a href="https://stocktwits.com/symbol/LLY">LLY stock</a> is up by 35% this year and by about 28% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/wall-street-sounds-alarm-on-kevin-hassett-as-trump-eyes-him-for-fed-chair-report/cLIXzvFRE16">Wall Street Sounds Alarm On Kevin Hassett As Trump Eyes Him For Fed Chair: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A sign with the company logo sits outside of the headquarters campus of Eli Lilly and Company on March 17, 2024 in Indianapolis, Indiana. (Photo by Scott Olson/Getty Images)

Eli Lilly’s Jaypirca Granted Traditional FDA Approval In Treating Certain Cancers

The agency approved the drug for patients who were previously treated with a covalent BTK inhibitor. 

<ul class="summary-bullets"><li>The announcement is part of a larger strategy for the first half of 2026 aimed at making the company “more nimble and creative,” as per the internal memo.</li><li>The change applies to employees in US offices with assigned desks, unless they work at the New York office which has space constraints. &nbsp;</li><li>Mosseri also offered staff the option to transfer from the California office to the San Francisco office for those who will find it easier to commute there.</li></ul>Instagram chief Adam Mosseri is reportedly calling most U.S. staff back to the office full time starting Feb. 2.Business Insider <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/instagram-chief-adam-mosseri-announces-five-day-office-return-2025-12">reported</a> on Monday, citing an internal memo, that Mosseri wants Instagram staff to be at the office five days a week. As per the report, the change applies to employees in US offices with assigned desks, unless they work at the New York office which has space constraints. &nbsp;“I believe that we are more creative and collaborative when we are together in-person,” Mosseri wrote, while adding that employees will have the flexibility of working from home when needed.<h2 class="st-heading-2">Purpose And Execution</h2>The announcement is part of a larger strategy for the first half of 2026 aimed at making the company “more nimble and creative,” as per the internal memo.Mosseri said that employees at the company’s New York office won’t be expected to come back full time until space constraints are resolved. At Meta’s headquarters in California, everyone will have an assigned desk after January 26, he said.Mosseri also offered staff the option to transfer from the California office to the San Francisco office for those who will find it easier to commute there. There will further be no change for employees who are currently remote, he added, as per the report. &nbsp;In addition, Mosseri also outlined plans in the memo to lower the number of meetings, opining that meetings that are not effective are only slowing the company down.“I also support everyone in making recurring 1:1s biweekly by default and declining meetings if they fall during your focus blocks,” Mosseri wrote.Furthermore, more product overviews should be prototypes instead of slide decks, he added. &nbsp;<h2 class="st-heading-2">Retail Sentiment Around META</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/META">META stock</a> stayed within the ‘bearish’ territory while message volume stayed at ‘low’ levels.META stock is up by over 9% this year and by about 8% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/byd-sales-slump-5-percent-in-november-despite-increasing-export/cLI7qTCRE04">BYD’s November Sales Slip 5% As Plug-In Hybrid Demand Plunge — But A Massive 4x Export Surge Signals Its Global Push</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of the Instagram app can be seen through a magnifying glass on the display of a smartphone on February 19, 2025. (Photo by Matthias Balk/picture alliance via Getty Images)

Instagram Chief Wants Staff To Return To Office Full Time: Report

Business Insider reported on Monday, citing an internal memo, that Mosseri wants Instagram staff to be at the office five days a week.

<ul class="summary-bullets"><li>Deutsche Bank noted that while the deal brings financial and operational risks, these are offset by the "very real opportunity" that OpenAI offers.</li><li>The shares, at current levels, give Oracle little, if any, credit for its business with OpenAI, a Deutsche Bank analyst said.</li><li>The $300 billion was by far OpenAI's biggest commitment, DA Davidoson noted and added that it made Oracle seem like the winner of a bake-off.</li></ul>Oracle (ORCL) was the second-most trending ticker on Stocktwits, with the company’s shares rising nearly 2% before the bell after Deutsche Bank noted that the recent pullback in the stock offers an attractive entry point.The shares, at current levels, give Oracle little, if any, credit for its business with OpenAI, a Deutsche Bank analyst said. The firm noted that while the deal brings financial and operational risks, these are offset by the "very real opportunity" that OpenAI offers.Deutsche Bank maintained a ‘Buy’ rating on Oracle and a $375 price target, according to TheFly.OpenAI has&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/openai-oracle-sign-300-billion-computing-deal-among-biggest-in-history-ff27c8fe">reportedly</a> struck an agreement with Oracle, committing to purchase $300 billion worth of computing capacity over five years to power ChatGPT and its AI initiatives.<h2 class="st-heading-2">DA Davidson’s View</h2>Meanwhile, DA Davidson on Tuesday after market close lowered the firm's price target on Oracle to $200 from $300 and kept a ‘Neutral’ rating, according to TheFly. The firm noted that when Oracle reported earnings in September, the company made it seem as if several customers accounted for the increase in Remaining Performance Obligations. Yet, the next day, it was revealed that OpenAI accounted for almost the entire increase.The $300 billion was by far OpenAI's biggest commitment, DA Davidoson noted and added that it made Oracle seem like the winner of a bake-off. The firm said that, but with more than a trillion dollars of commitments after this announcement, OpenAI made it clear it was "not a serious counterpart" and that Oracle was a pawn in the grand game of “fake it till you make it.”<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Oracle remained unchanged in the ‘bullish’ territory, with message volumes at ‘high’ levels, according to data from Stocktwits.A user on Stocktwits noted that people were underestimating the “power of Oracle.”<stembedurl>https://stocktwits.com/Srinivas111/message/637488416</stembedurl><a href="https://stocktwits.com/symbol/ORCL">Shares of Oracle</a> have gained over 18% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-is-still-the-rocky-balboa-of-the-ai-revolution-says-dan-ives/cL53NHdREWR">Nvidia Is Still The ‘Rocky Balboa Of The AI Revolution,’ Says Wedbush’s Dan Ives</a>

The Oracle logo is displayed on a mobile phone with the company's branding seen in the background in this photo illustration.

ORCL Stock Jumps After Analyst Says Market Undervalues Its OpenAI Partnership

Deutsche Bank maintained a ‘Buy’ rating on Oracle and a $375 price target, according to TheFly.

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Sideways: fade the move

Bearish: this rally falls off

The Federal Reserve just announced a 0.25 percentage point interest rate cut at its December 10, 2025 meeting.​ Share your outlook on how the latest Federal Reserve interest rate cut will impact stocks and the S&P 500 over the next month.

How do you think today’s Fed rate cut impacts stocks over the next month?

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