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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 Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently under pressure as traders react to a now-deleted claim by investor Michael Burry that rival Anthropic is disrupting the company's business model. While community sentiment is heavily polarized between long-term supporters defending the stock's fundamental moat and bears pointing to its high valuation and competition, the stock is seeing significant volatility as investors weigh the impact of these narratives ahead of upcoming earnings.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is capturing significant market attention following a massive expansion of its long-term cloud infrastructure deal with Meta, now valued at over $35 billion, and a new multi-year partnership with Anthropic to power its Claude AI models. While the community is actively debating the implications of the company's $3.5 billion convertible note offering and its aggressive debt-fueled growth strategy, bullish sentiment remains focused on CoreWeave's cementing of its position as a primary infrastructure provider for the world's leading AI model developers.

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 is currently a focal point for investors as the company undergoes significant restructuring, including widespread layoffs, to fund an aggressive pivot toward AI-driven data center expansion. While some in the community view these moves as a strategic reallocation of capital to secure long-term growth, many investors are expressing frustration over the stock's persistent downward trend and volatility compared to broader market gains.

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

Intel Corp.

Intel Corp

Intel is seeing a surge in investor confidence driven by a series of high-profile, multi-year collaboration deals with companies like Google and the integration into Elon Musk's Terafab project. The market is actively discussing a potential valuation re-rating, with traders split between bullish sentiment fueled by these strategic wins and concerns regarding the stock's recent rapid appreciation.

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 trending as a major momentum play, fueled by aggressive analyst price target hikes and sustained investor excitement over its role in the AI memory infrastructure cycle. While bulls are driving the stock higher on expectations of a potential stock split and supply-side shortages, a vocal segment of the community remains cautious, warning of a potential bubble and comparing the rapid price appreciation to past speculative blow-off tops.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is facing significant selling pressure amid a broader software sector downturn, as investors express growing anxiety over the potential for AI-driven disruption and compressed margins. While many in the community view the stock as deeply undervalued given its strong enterprise adoption and ongoing AI integration, the prevailing sentiment remains cautious as market participants debate whether this price action is a fundamental re-rating or a temporary capitulation ahead of upcoming earnings.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune is trending as investors weigh the stock's recent volatility against an upcoming FDA PDUFA decision for its lead candidate, RP1, in refractory melanoma. Community sentiment is deeply divided, with discussions centered on whether new data and a shifting FDA regulatory landscape will lead to a reversal of the previous Complete Response Letter, or if the stock faces further downside.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum is experiencing a parabolic surge driven by massive capacity orders and a structural shift toward photonics as an essential component of AI data center infrastructure. While the community is debating whether this momentum represents a sustainable supercycle or an unsustainable bubble, many are actively monitoring the stock's high volatility and aggressive institutional positioning.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is currently at the center of a intense tug-of-war as investors weigh weak quarterly revenue and EPS against a massive surge in bookings and an optimistic outlook driven by AI-related demand. While the community is sharply divided between those betting on a potential short squeeze fueled by record backlog and others warning of a major valuation correction, the stock remains a high-volatility battleground for those tracking the broader photonics and semiconductor testing supercycle.

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The SPY is currently trending as market participants weigh conflicting data, specifically focusing on inflation reports and geopolitical tensions surrounding the Strait of Hormuz. The community is actively debating the sustainability of the current rally, with bulls optimistic about the sector's resilience against macro headwinds while bears remain skeptical of market manipulation and the long-term impact of elevated power constraints and inflation.

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The New York Times Company (NYT) and Amazon.com Inc.(AMZN) have entered into a long-term licensing arrangement that will integrate journalism from the Times into a variety of Amazon services.The deal expands on the two entities’ current partnership, aiming to enrich the user experience for Amazon’s global audience and extend the reach of The Times’ journalism.Through this arrangement, Amazon will receive licensed access to a range of editorial content from The New York Times, including well-known brands like NYT Cooking and The Athletic, for use within its artificial intelligence products.&nbsp;The deal covers the integration of condensed news summaries and content snippets into Amazon services such as Alexa, as well as using the material to support the training of Amazon’s in-house language models.&nbsp;The move is part of a larger trend among tech giants seeking high-integrity, reliable content to power their AI systems.Neither company disclosed financial details of the deal, but it marks a significant step in how media organizations are partnering with technology firms to adapt to AI-driven platforms.&nbsp;For the Times, the licensing deal offers a new revenue stream while preserving its editorial integrity. For Amazon, it ensures access to trusted journalism, enhancing its AI capabilities.For the first quarter (Q1), The New York Times’ revenue grew 7.1% year-on-year (YoY) to $635.9 million, with Subscription revenue increasing 8.2% to $464.3 million.Advertising revenue climbed 4.2% to $108.1 million, and Affiliate, licensing, and other income improved 3.7% to $63.6 million.At the end of the reporting period, The New York Times had approximately 11.66 million subscribers across its print and digital offerings.&nbsp;Of those, 11.06 million were digital-only customers. The number of digital-only subscribers grew by 1.15 million YoY.&nbsp;On Stocktwits, retail sentiment around the New York Times remained in the ‘bearish’ zone.&nbsp;<figure class="image"><img style="aspect-ratio:638/73;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_29_105540_png_189e9299c3.webp" alt="NYT's Sentiment Meter and Message Volume as of 11:00 a.m. ET on May 29, 2025 | Source: Stocktwits" width="638" height="73"><figcaption>NYT's Sentiment Meter and Message Volume as of 11:00 a.m. ET on May 29, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/NYT">The New York Times</a> stock has gained over 7% year-to-date and over 12% in the last 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/united-returns-to-jfk-with-jetblue-partnership/ch0AAgHRbtp">United Airlines Returns to JFK with JetBlue Partnership: Retail’s Expectation Fructifies</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of signage during The New York Times Well Festival 2025 at Duggal Greenhouse on May 07, 2025 in New York City. 

The New York Times and Amazon Strike AI Content Deal: Retail’s Yet To React

The multi-year deal will integrate NYT’s content into Amazon's AI tools, including Alexa, expanding access to journalism and boosting customer experiences across platforms.

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The multi-year deal will integrate NYT’s content into Amazon's AI tools, including Alexa, expanding access to journalism and boosting customer experiences across platforms.


Genetic Technologies Ltd. engages in the provision of molecular risk assessment tests for cancer. It operates through the following segments: EasyDNA, AffinityDNA, and GeneType/Corporate. The EasyDNA segment focuses on EasyDNA branded test sales and expenses. The AffinityDNA segment deals with AffinityDNA branded test sales and expenses. The GeneType/Corporate segment includes the GeneType branded test sales and expenses, including corporate charges. The company was founded on January 5, 1987, and is headquartered in Maroochydore, Australia.

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Genetic Technologies Ltd.

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