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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is under pressure as traders worry that post-election calls for tighter AI regulation could slow data-center construction and weaken demand for AI-related memory chips. The community is split between those who see the selloff as an overreaction with memory demand intact and those warning that slower AI spending or a peak in the memory cycle could bring further declines.

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 under pressure amid fears that the post-election political landscape could bring tighter AI regulation and data-center permitting delays, slowing infrastructure spending; concerns about the sustainability of AI capex and circular financing add to the debate. Traders are split between seeing a broader risk to chip demand and treating the selloff as an overreaction, arguing that projects and GPU demand could shift elsewhere.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps quarterly results missed revenue and daily-user expectations, while advertising growth remained weak, prompting a sharp selloff despite improved profitability and cash flow. Traders are split over whether subscription growth and the outlook offset those core-business concerns, and some question the planned shift from DAUs to MAUs as the headline audience metric.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins record quarterly results, stronger-than-expected outlook, and expanded buyback are driving a sharp rally, with traders crediting gains to improving AI-powered ad performance and strong cash generation. The reaction is broadly bullish, though some question whether growth and model improvements can be sustained and expect volatility or profit-taking after the surge.

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

Celsius Holdings Inc

Celsiuss quarterly results beat expectations, but gross-margin compression and declining sales for its core brand tempered the report. Traders are weighing strong Alani Nu and international growth against those pressures, with reactions split between enthusiasm over the earnings beat and concern about margins and the flagship brand.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is selling off with memory and AI-linked chip stocks as Democratic gains in Congress fuel trader concerns that tighter AI and data-center rules could slow future infrastructure buildouts. Bulls call the move an overreaction and point to continued memory demand, while bears warn of prolonged weakness in the AI trade and memorys cyclical risks.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Xeris strong Q3 results and raised revenue outlook are driving attention, with traders highlighting Recorlevs growth, improving margins and profitability. The reaction is largely bullish, though some expect post-earnings volatility; takeover talk remains speculation.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms earnings sparked debate: modest beats and growth in automotive and other non-handset businesses were overshadowed by a steep handset decline and warnings that rising memory and chip costs will pressure margins, prompting after-hours selling. Traders point to the SpaceX Starlink 5G partnership and data-center ambitions as diversification upside, but question whether those businesses can offset weakness in phones.

Himax Technologies, Inc. is a semiconductor solution provider dedicated to display imaging processing technologies. It operates through the Driver Integrated Circuit and Non-Driver Products segments. The company's products include display drivers, timing controllers, wafer level optics, video and display technology solutions, liquid crystal over silicon silicon, complementary metal-oxide semiconductor image sensor, and power integrated circuit. Its products used in TVs, laptops, monitors, mobile phones, tablets, digital cameras, car navigation, virtual reality (VR) devices and many other consumer electronics devices. Himax Technologies was founded by Biing Seng Wu and Jordan Wu on June 12, 2001 and is headquartered in Tainan, Taiwan.

Himax Technologies - ADR

Himax Technologies, Inc.

Himaxs latest results drew attention to a sharply weaker Q4 revenue outlook, which management attributed mainly to abrupt customer order adjustments in automotive display products. Traders are split between calling the selloff overdone and demanding proof the downturn is temporary, while some say the longer-term CPO and WiseEye outlook remains intact.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unitys quarterly results beat expectations, with traders cheering stronger growth, a return to profitability and upbeat forward guidanceparticularly around its Vector mobile-ad business. The reaction is broadly bullish, though some question whether the rally is sustainable and debate Vectors competitive position versus AppLovin amid their ongoing dispute.

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Boeing vs. Airbus: Which Stock Offers Greater Upside Potential?

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The Zacks Analyst Blog Highlights Apple, Microsoft, Amazon, LVMH, AstraZeneca, Shell, Airbus and UBS

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Airbus SE is a holding and management company, which engages in the design, manufacture, and marketing of aerospace products, services, and solutions. It operates through the following segments: Airbus, Airbus Helicopters, and Airbus Defense and Space. The Airbus segment involves the development, manufacture, marketing, and sale of commercial jet passenger aircraft, regional turboprop, and components, conversion and related services. The Airbus Helicopters segment includes the provision of civil and military helicopters and related services. The Airbus Defense and Space segment focuses on connected intelligence, military air, and space systems. The company was founded on December 29, 1998 and is headquartered in Leiden, Netherland.

Airbus SE - ADR - Level I

BA Stock Gains Overnight: Boeing Reportedly Challenges Airbus Loan Deal As Aircraft Rivalry Rekindles 

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Boeing has asked U.S. trade officials to review a €3 billion Airbus loan from the European Investment Bank.</li><li>The U.S. and EU have long accused each other of unfairly subsidizing Boeing and Airbus.&nbsp;</li><li>The dispute comes as Airbus considers a larger A350 jet, while Boeing focuses on financial recovery.&nbsp;</li></ul>Boeing Co. (BA) is challenging a major financing arrangement involving Airbus SE&nbsp; (EADSY) as the two aircraft giants return to a familiar dispute over government support, even as Washington and Brussels try to avoid another aviation trade conflict.<h2 class="st-heading-2">Boeing Seeks Details On Airbus Funding</h2>Boeing has&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/aerospace-defense/boeing-asks-us-intervene-over-record-eu-loan-airbus-2026-07-21/">reportedly</a> asked U.S. trade officials for more details about the European Union’s €3 billion ($3.43 billion) loan package for Airbus, which is to boost its research and development projects in France, Germany, and Spain to improve aviation technology.&nbsp; The funding was approved by the European Investment Bank to support Airbus’ future projects.&nbsp;Boeing questioned whether the deal aligns with the transparency commitments made under the aircraft subsidy truce. The latest disagreement comes after a long-running World Trade Organization (WTO) battle between Boeing and Airbus over aircraft subsidies.<a href="https://stocktwits.com/symbol/BA">Boeing stock</a> edged over 0.3% higher overnight, ahead of Wednesday.&nbsp;<h2 class="st-heading-2">Boeing-Airbus Subsidies Battle Background&nbsp;</h2>The dispute began in 2004 when the U.S. filed a case at the WTO, claiming that Airbus received billions of dollars in illegal subsidies from European governments. U.S. officials argued that this support gave Airbus a major advantage.The EU later responded by accusing the U.S. of providing billions in unfair assistance to Boeing, especially through government-backed research and development programs.Both sides have spent years arguing that the other’s support programs hurt fair competition in the global airplane market. The WTO allowed the U.S. to impose tariffs on $7.5 billion of EU goods and later approved EU tariffs on $4 billion of U.S. products.&nbsp;In 2021, both the U.S. and EU agreed to pause tariffs related to the Airbus-Boeing subsidy dispute for five years, easing trade tensions and avoiding billions of dollars in import duties.&nbsp;<h2 class="st-heading-2">Boeing-Airbus Trade Dispute Returns To Spotlight</h2>The 2021 deal was supposed to end on July 6, but the U.S. and EU have continued it to avoid new trade disputes. However, Boeing has now raised questions in a letter to U.S. Trade Representative Jamieson Greer, asking for an explanation of the loan terms.&nbsp;According to the report, Greer said officials were examining the matter closely and had discussed it with European counterparts, adding that companies should compete under similar market conditions.The dispute has gained attention because Airbus is considering development work on a future aircraft program around 2030, evaluating plans to create a larger version of its A350 aircraft, potentially targeting the same segment as Boeing’s delayed 777X.&nbsp;&nbsp;Meanwhile, Boeing focuses on repairing its finances, improving production and restoring confidence after years of operational challenges. Boeing CEO Kelly Ortberg, in a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/07/20/boeing-ceo-ortberg-airbus-farnborough-737max.html">interview</a>, said Boeing must address several key areas before starting a fresh aircraft program. The company needs a healthier balance sheet, mature technology and clear customer demand before investing in a new commercial jet.&nbsp;For the fiscal second quarter, Boeing said it delivered 171 commercial airplanes and 35 defense aircraft and systems, a 20% year-on-year increase. In comparison, Airbus has delivered 237 aircraft in Q2.&nbsp;<h2 class="st-heading-2">BA Stock: Retail View&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory with a 268% gain in message volume over the last week.&nbsp;Speaking about Boeing’s request to the U.S. government, a user&nbsp;<a href="https://stocktwits.com/Intelligence1st/message/659670971">said</a>, “It signals that Boeing management is actively defending its market position.”Another user&nbsp;<a href="https://stocktwits.com/Tman1123/message/659664420">said</a>, “I can’t believe how poorly this stock has performed recently based on its actual fundamentals. Will add here- this is a generational opportunity at wealth generation over the next 5-7 years.”BA stock has declined 12% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-cvs-urgn-cck-stocks-hit-52-week-highs-today/cZZmcWcR7w7">Why Did CVS, URGN, CCK Stocks Hit 52-Week Highs Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A netizen is checking the BOEING logo on his mobile phone and BOEING webpage on his computer in Suqian City, Jiangsu Province, China.

Boeing Co. (BA) is challenging a major financing arrangement involving Airbus SE&nbsp; (EADSY) as the two aircraft giants return to a familiar dispute over government support, even as Washington and Brussels try to avoid another aviation trade conflict.

Boeing challenges Airbus’ EU-backed loan, reigniting subsidy tensions as both plan future jets. 


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