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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN Limited is experiencing extreme volatility and heavy trading volume following a strategic partnership announcement with NVIDIA, which includes a multi-billion dollar cloud service agreement and equity-linked investment rights. While bullish investors view the move as long-term infrastructure validation and a transformation into an AI-compute powerhouse, the community is actively debating the impact of potential share dilution and the company's financial performance versus its ambitious growth narrative.

Everspin Technologies, Inc. engages in the provision of magnetoresistive random access memory (MRAM) solutions. Its products include Toggle MRAM, Spin-transfer Torque MRAM, TMR Sensors, and Embedded MRAM. The company was founded by Saied Tehrani on May 16, 2008 and is headquartered in Chandler, AZ.

Everspin Technologies Inc

Everspin Technologies is experiencing a surge driven by intense community focus on its niche role in the AI and semiconductor sectors, particularly its potential in edge computing and aerospace applications. Investors are actively debating the sustainability of its rapid price movement, comparing it to historical patterns in larger memory stocks while remaining divided over concerns regarding short-term volatility versus the company's long-term defense and industrial growth catalysts.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. 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 Technology is surging as investors bet on a persistent memory supercycle driven by extreme demand for High Bandwidth Memory in AI systems. The community is actively debating whether this represents a sustainable structural rerating of the semiconductor sector or a speculative bubble, with many traders highlighting the company's relatively low forward price-to-earnings ratio as a key driver for continued bullish sentiment.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle is trending as retail investors monitor critical legislative progress on the Clarity Act alongside expectations for upcoming earnings results. Market participants are actively debating the stock's valuation and volatility, with a focus on its role in stablecoin infrastructure and the potential for a short-term price move triggered by upcoming senate committee decisions.

Rackspace Technology, Inc. engages in the provision of end-to-end multi-cloud technology services. The firm designs, builds and operates its customers’ cloud environments across technology platforms. It operates through the following segments: Multicloud Services and Apps & Cross Platform. The Multicloud Services segment includes public and private cloud managed services offerings, as well as professional services related to designing and building multicloud solutions and cloud-native applications. The Apps & Cross Platform segment includes managed applications, managed security and data services, as well as professional services related to designing and implementing application, security and data services. The company was founded on July 21, 2016 and is headquartered in San Antonio, TX.

Rackspace Technology Inc

Rackspace Technology is trending due to a surge in retail interest following its recent earnings report and a non-binding MOU with AMD to develop enterprise AI infrastructure, prompting community debate over whether this represents a long-term turnaround or a potential rug pull. Traders are actively discussing the stock's significant debt load, the possibility of a share offering, and comparisons to previous momentum runners, with bullish sentiment focused on the potential for a gamma squeeze and institutional re-rating.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is trending as investors react to a combination of potential Hantavirus vaccine research and positive clinical trial data, while the community actively debates its long-term potential as a biotech platform play. Traders are closely watching institutional volume and significant short interest, leading to widespread speculation about a possible short squeeze and upcoming news catalysts.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

Monday.com is experiencing intense volatility and downward pressure as investors debate whether AI adoption will eventually disrupt the company's SaaS business model or serve as a long-term catalyst. While some in the community highlight the firm's strong cash position, recent revenue guidance misses, and analyst downgrades, many active traders remain focused on identifying a bottom in the stock amid broader software sector weakness.

ASP Isotopes, Inc. is a pre-commercial stage advanced materials company, which engages in the development of technology and processes that will allow for the enrichment of natural isotopes into higher concentration products. Its products include medical, green energy, and Industrial isotopes. The company was founded by Paul E. Mann and Robert Ainscow on September 13, 2021 and is headquartered in Dallas, TX.

ASP Isotopes Inc

ASP Isotopes is trending as investors weigh potential catalysts like commercial production of silicon-28 and helium against frustrations regarding delayed shipment timelines and missed financial reporting deadlines. The community is actively debating the company's long-term strategic positioning in the nuclear and semiconductor supply chains versus the risks associated with execution and ongoing regulatory scrutiny.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending following a positive pre-BLA meeting with the FDA, which solidified the regulatory path for its hidradenitis suppurativa candidate, sonelokimab. The community is actively debating the stock's potential for a lucrative buyout and its competitive edge in efficacy and safety, with many investors closely tracking upcoming long-term trial results as the primary catalyst for a significant valuation re-rating.

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 due to a parabolic price surge fueled by an extreme AI-driven memory shortage, with the community actively debating whether this is a structural re-rating or an unsustainable bubble reminiscent of past market manias. While bulls point to robust long-term demand and low forward valuation multiples to justify the momentum, bears are increasingly warning of a potential collapse as they compare the rapid price escalation to historical pump-and-dump cycles.

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ETFs to Gain as US & Taiwan Sign Trade Deal to Reduce Tariffs to 15%

A new US-Taiwan trade deal cuts tariffs to 15%, putting ETFs like EWT into focus.

<ul class="summary-bullets"><li>Foxconn and OpenAI announced a broad partnership to co-design and manufacture servers and other data center hardware in the U.S.</li><li>Separately, Foxconn has committed to invest an initial $5 billion towards expanding its manufacturing capacity in the country.</li><li>OpenAI CEO Sam Altman noted the deal’s importance for the U.S., calling AI infrastructure a “generational opportunity to reindustrialize America.”</li></ul>Hon Hai Precision Industry Co., also known as Foxconn, said on Friday it would spend an initial $1 billion to $5 billion to expand its manufacturing operations in the United States, a move aimed at serving the server manufacturing needs of Nvidia and OpenAI.Hours earlier, Foxconn and OpenAI announced a broad partnership to co-design and manufacture servers and other data center hardware in the U.S. Financial terms were not disclosed.Foxconn has factories in Wisconsin, Ohio, Texas, Virginia, and Indiana, according to its website.<h2 class="st-heading-2">What Does It Mean?</h2>The moves are seen as the Taiwanese company’s bid to expand into the lucrative data center space, partly to reduce its reliance on assembling iPhones for Apple, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-20/openai-partners-with-foxconn-to-design-hardware-for-data-centers">reported</a>.The partnership is only the latest for OpenAI, which in recent months has struck multiple multibillion-dollar deals with cloud computing providers and chipmakers, such as Nvidia, Broadcom, and Advanced Micro Devices, to set up data centers.&nbsp;Foxconn and OpenAI will work together to resolve the particular pain points of getting artificial intelligence data centers up and running over the key first few months of operation, Foxconn Chairman Young Liu said in an interview with Bloomberg Television.<h2 class="st-heading-2">‘Generational Opportunity’ For US</h2>“Anything can happen with the IT equipment, with the power equipment, with the cooling equipment. So because of that experience, they learned that there must be a new way or new architecture for the AI data center,” Liu said. “We share the same feeling, same understanding.”“This partnership is a step toward ensuring the core technologies of the AI era are built here,” OpenAI CEO Sam Altman said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://openai.com/index/openai-and-foxconn-collaborate/">statement</a>, calling AI infrastructure a “generational opportunity to reindustrialize America.”For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-splash-beverage-stock-rise-28-in-premarket/cLPMlC2REOJ">Why Did Splash Beverage Stock Rise 28% In Premarket?</a>

A server rack displayed during Hon Hai (Foxconn) Tech Day 2024, in Taipei, Taiwan, on October 9, 2024. (Photo by Daniel Ceng/Anadolu via Getty Images)

Foxconn To Pour Up To $5B Into US Plants After Striking Servers Deal With OpenAI

Foxconn and OpenAI would co-design and manufacture servers and other data center hardware in the U.S.

Equity

Apple will produce a higher portion of its next-generation iPhone 17 bound for the U.S. in India, including all four variants, as it seeks to reduce its reliance on production in China, according to a Bloomberg News report on Tuesday.It would mark the first time that all new variations, including pro-level versions, will ship from the South Asian country from the get-go, according to the <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-19/apple-expands-iphone-production-in-india-for-us-bound-new-models">report</a>, which cites unnamed sources with knowledge of the matter.The tech giant is expanding its production in India, managed by partner firms.&nbsp;There are presently five factories in the country, including two recently opened facilities: Tata Group's plant in Hosur, Tamil Nadu, and Foxconn's production hub close to the Bangalore airport.Apple stock was 0.3% lower in Tuesday’s premarket trading.The Tim Cook-led company has been moving iPhone assembly to India from China for the past few years, but a lion’s share of the components are still made in China.According to Bloomberg, $7.5 billion worth of iPhones were exported from India in the January to April period, an acceleration from $17 billion worth of iPhone exports over the full year 2024.Apple made a bigger push to expand India production around the time U.S. President Donald Trump's tariff rates were announced, which are particularly steep for China, pending final changes.Apple said earlier this month it expects a $1.1 billion headwind in the current quarter from tariffs.The company will release the iPhone 17 line, which includes a widely anticipated slimmed-down iPhone and meaningfully redesigned high-end variants, likely next month.Cook faces pressure from Trump, who wants Apple to produce more of its devices in the U.S. At a recent White House event, Cook and Trump allayed some investor concerns about a detrimental government move for Apple, as the former announced a new $100 billion investment commitment towards domestic manufacturing.<a href="https://stocktwits.com/symbol/AAPL">Apple shares</a> are down 7.8% year-to-date, compared to the 9.7% rise in the benchmark S&amp;P 500. On Stocktwits, the retail sentiment for the stock has been 'bearish' so far this week.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Customers browse iPhone 16 on the launch day of the iPhone 16 series at Apple BKC, in Mumbai, India, on September 20, 2024. 

Apple to Produce All Four iPhone 17 Variants In India For First Time Amid Rising Reliance On Country For US Shipments

The move comes as Apple seeks to lessen its reliance on production in China, which faces steep U.S. tariffs.

Apple supplier Hon Hai Precision, widely known as Foxconn, reported strong quarterly results for the three months ended June 2025, thanks to artificial intelligence-related demand for server products.The company reported second-quarter earnings of NT$44.36 billion ($1.48 billion), ahead of the NT$38.8-billion consensus estimate compiled by LSEG,&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/ai-demand-propels-electronics-giant-foxconns-second-quarter-profit-2025-08-13/">according</a> to Reuters.Quarterly revenue, previously disclosed, rose 16% to NT$1.79 trillion.&nbsp;Foxconn, which gained prominence as Apple’s largest contractor, has now diversified its revenue stream, and its focus areas also include assembling servers for tech giants such as Nvidia and Amazon. The company has an electric-vehicle (EV) manufacturing business as well.&nbsp;The cloud and networking business accounted for 40% of the company’s total revenue and is now the major revenue-earning segment, surpassing its smart consumer electronics business.&nbsp;The consumer electronics business revenue remained flat during the quarter, and the company expects segment revenue to decline in the third quarter.<a href="https://stocktwits.com/symbol/HNHPF">Foxconn</a>’s Taiwan-listed shares are up 12% this year.&nbsp;Its U.S.-listed shares are faring slightly better, up nearly 18% this year, with retail investor sentiment on Stocktwits reading ‘bullish’ ahead of the market open on Thursday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-stock-rally-hits-bumps-cramer-sees-200-ahead-but-citron-warns-not-easy-money/chsR9O4Rdaj">Palantir Stock Rally Hits Bumps: Jim Cramer Sees $200 Ahead, But Citron Warns It’s ‘Not Easy Money’</a>

In this photo illustration, the logo of Foxconn is displayed on a smartphone screen on July 3, 2025 in Chongqing, China. 

Foxconn Stock Set For Terrific Thursday? Apple Supplier Smashes Q2 Earnings Estimates On AI Server Boost

Foxconn, which shot to prominence as Apple’s biggest contractor, has now diversified its revenue stream, and its focus areas now also include assembling servers for tech giants

Jim Cramer on Friday said that the data center story will get a boost following two major deals by Meta Platforms Inc. (META) and SoftBank Group Corp. (SFTBY).In a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/1953782992494567535">post</a> on X, the ‘Mad Money’ host sounded optimistic about Meta’s $29 billion deal with Pacific Investment Management Co. and Blue Owl Capital Inc. (OWL), and SoftBank’s acquisition of Apple supplier Foxconn’s Ohio plant.<figure class="image"><img style="aspect-ratio:587/177;" src="https://news.stocktwits-cdn.com/Jim_Cramer_post_jpg_0ee9fb86f2.webp" alt="Jim Cramer's post on X" width="587" height="177"><figcaption>Jim Cramer's post on X | @jimcramer/X</figcaption></figure>Meta has chosen Pacific Investment Management and Blue Owl Capital to lead a $29 billion financing round for its data center expansion plans, according to a Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-08/meta-picks-pimco-blue-owl-for-29-billion-data-center-financing">report</a>.<a href="https://stocktwits.com/symbol/META">Meta’s shares</a> traded 0.05% higher in Friday’s pre-market session. Stocktwits data showed the retail sentiment around the company on the platform was in the ‘bearish’ territory.According to the report, Pimco is expected to lead a $26 billion debt financing round for Meta’s data expansion efforts in Louisiana. The remaining $3 billion fundraising would be through the equity route, but final details are not known yet.Earlier on Friday, Masayoshi Son-led SoftBank acquired Foxconn’s Ohio plant, according to a Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-08/softbank-buys-foxconn-s-ohio-plant-to-jumpstart-stargate-ai-push">report</a>, as the company looks to push its $500 billion Stargate data center project announced earlier this year with OpenAI and Oracle Corp. (ORCL).The Foxconn plant in question is an electric vehicle facility, and the deal is valued at $375 million, according to the report.In March, during Nvidia Corp.’s (NVDA) annual GTC&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://youtu.be/_waPvOwL9Z8">event</a>, CEO Jensen Huang said data center buildouts are expected to hit the $1 trillion mark by 2028.<a href="https://stocktwits.com/symbol/META">META’s stock</a> is up 30% year-to-date and 49% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-futures-rise-as-wall-street-focuses-on-earnings/chrn9aLRdEV">Dow Futures Rise As Investors Shift Focus To Earnings: FLY, XYZ, SOUN, TTD Among Stocks To Watch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Jim Cramer discusses Twitter Inc.'s (TWTR) initial public offering (IPO) on the floor of the NYSE. 

Jim Cramer Says SoftBank’s Acquisition Of Foxconn’s Ohio Plant, Meta’s $29 Billion Pimco Deal Will Boost Data Center Story

Meta has reportedly chosen Pacific Investment Management and Blue Owl Capital to lead a $29 billion financing round for its data center expansion plans.

Nissan Motor (NSANY) has held talks with Taiwan's&nbsp;Hon Hai Precision Industry (HNHPF), better known as Foxconn, to utilize one of the automaker's domestic factories for electric vehicle production, according to a Reuters report on Monday, which cites two sources familiar with the matter.Nissan's plant Oppama plant, in the port city of Yokosuka, south of Tokyo, is reportedly at risk of closure as part of a sweeping restructuring plan.In May, CEO Ivan Espinosa announced several changes, including the closure of 17 of&nbsp;Nissan’s factories and a 17% reduction in its workforce, aimed at reviving the automaker.&nbsp;If the partnership with Foxconn materializes, it would prevent the plant's closure and mitigate the impact of the restructuring on its 3,900 workers and suppliers.On Stocktwits, the retail sentiment for Nissan remained 'bearish,' unchanged from a week ago.&nbsp;<a href="https://stocktwits.com/symbol/NSANY/about">Nissan's&nbsp;U.S.-listed shares</a> are down 16.7% year-to-date, and those of&nbsp;<a href="https://stocktwits.com/symbol/HNHPF">Hon Hai Precision</a> are up 2.8%.<figure class="image"><img style="aspect-ratio:613/73;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_07_at_1_05_23_PM_png_5e24535192.webp" alt="Screenshot 2025-07-07 at 1.05.23 PM.png" width="613" height="73"><figcaption>NSANY sentiment and message volume as of July 6 | Source: Stocktwits</figcaption></figure>In May, Nissan's partner Mitsubishi Motors signed a preliminary deal with a Foxconn subsidiary to develop EVs for sale in the Oceania region (Australia and New Zealand).Foxconn, known as a key supplier to Apple's iPhones and other devices, also produces auto components such as chassis systems, EV platforms, batteries, and motors for several original equipment manufacturers (OEMs).Meanwhile, Nissan announced on Monday a plan to raise about $1.03 billion by issuing convertible bonds to help fund the company's turnaround plans.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nissan is a car manufacturer from Japan. Photo: Matthias Balk/dpa (Photo by Matthias Balk/picture alliance via Getty Images)

Nissan Sends SOS To Apple Supplier? Japan Auto Giant Reportedly Eyes EV Tie-Up With Foxconn To Save Struggling Plant

Nissan is closing factories and reducing as part of revival efforts under new CEO Ivan Espinosa.

Hon Hai Precision Industry Co., Ltd. engages in the business of manufacturing electronic products and provision of technological solutions. It operates through the following product segments: Smart Consumer Electronics Products; Cloud and Networking Products; Computing Products; Components and Others Products; Electronic Vehicle; and Semiconductor. The Smart Consumer Electronics Products segment includes smartphones, televisions, and game consoles. The Cloud and Networking Products segment focuses on servers and networking products. The Computing Products is involved in computers and tablets. The Components and Others Products segment offers connectors, mechanical parts, and services. The company was founded by Tai Ming Kuo on February 20, 1974 and is headquartered in New Taipei, Taiwan.

HNHPF
Hon Hai Precision Industry Co., Ltd.-ADR

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HNHPFHon Hai Precision Industry Co., Ltd.-ADR