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Applied Digital Corporation

Applied Digital is experiencing heightened volatility and intense community discussion, driven by fears of geopolitical instability and its impact on the AI infrastructure sector. Investors are actively debating whether the current sell-off creates a prime buying opportunity ahead of upcoming earnings and potential hyperscaler contract announcements, or if the stock is facing a deeper structural decline.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike stock is facing intense selling pressure despite beating analyst expectations for both earnings and revenue, with investors highlighting significant concerns over declining margins, tariff headwinds, and a loss of market relevance compared to newer competitors. The community is sharply divided, with some viewing the drop to multi-year lows as a generational buying opportunity, while others are calling for aggressive short positions, citing a lack of growth, political fatigue, and a failed turnaround strategy.

RH operates as a holding company which operates the business through its subsidiary Restoration Hardware, Inc. It offers furniture, lighting, textiles, bath ware, decor, outdoor and garden, as well as baby and child products. The company operates an integrated business with multiple channels of distribution including galleries, source books and websites. The company was founded by Stephen J. Gordon in 1980 and is headquartered in Corte Madera, CA.

RH - Ordinary Shares - Class A

Restoration Hardware

Restoration Hardware is experiencing significant downward pressure as investors react to a challenging earnings report, a weakened outlook, and broader concerns regarding the high-end retail sector in a strained housing market. The community remains deeply divided, with some traders debating the merits of a potential short squeeze given the high short interest, while others express concerns over the company's aggressive investment strategy and ongoing tariff risks.

Ganymede

Investors are closely monitoring Ganymede as it exhibits a period of price consolidation, with community sentiment focusing on the potential for a breakout based on recent chart patterns and structural support.

Tema ETF Trust - Tema Space Innovators ETF

Investors are actively accumulating shares of this newly launched space-themed ETF, drawing parallels to the recent market performance of other sector-specific funds while closely analyzing its holdings in major aerospace companies. Community discussion centers on the potential for significant growth driven by the fund's exposure to high-profile space innovators and the symbolic appeal of its ticker.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently drawing intense investor attention as social media discussions oscillate between speculative bets on a potential SpaceX IPO and mounting concern over the company's valuation in a volatile macro environment. The community remains deeply divided, with bulls pointing to long-term innovation in autonomy and energy while bears increasingly highlight weak delivery sentiment and geopolitical risks impacting the broader EV sector.

nCino, Inc. engages in the provision of cloud-based software applications for financial institutions in the United States and internationally. Its nCino Bank Operating System, a tenant cloud platform, digitizes, automates, and streamlines complex processes and workflow, and utilizes data analytics and artificial intelligence and machine learning (AI/ML) to enable financial institutions to onboard new clients, make loans, and manage the entire loan life cycle, open deposit and other accounts, and manage regulatory compliance. The firm's nCino IQ is an application suite that utilizes data analytics and AI/ML to provide its customers with automation and insights into their operations, such as tools for analyzing, measuring, and managing credit risk, as well as to enhance their ability to comply with regulatory requirements. The company was founded by Pierre Naudé in 2011 and is headquartered in Wilmington, NC.

Ncino Inc.

nCino shares rallied significantly following a strong earnings report that beat analyst expectations, combined with the announcement of a 100 million dollar accelerated share repurchase program. Investors are actively discussing the company's improved profitability, its strategic focus on AI-driven banking solutions, and how management's aggressive capital return plan is influencing short interest.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing significant selling pressure as investors grapple with AI-related valuation concerns and broader market volatility, leading the community to intensely debate whether the stock is a deep-value buying opportunity or caught in a structural downtrend. Discussions are dominated by technical analysis regarding critical support levels, potential institutional hedging, and speculation on the impact of energy-intensive infrastructure projects.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as investors weigh conflicting signals, including a recent AI-focused product marketing hire and analyst support, against persistent relative weakness compared to other Mag 7 peers. Community sentiment remains polarized, with active debates centered on whether recent price action represents a buying opportunity for long-term growth or a structural breakdown driven by broader market uncertainty and geopolitical risks.

Duos Technologies Group, Inc. designs, develops, deploys, and operates intelligent technology solutions supporting rail, logistics, intermodal and government customers that streamlines operations, improves safety and reduces costs. It offers imaging, safety and security, software, and services. The firm also provides cutting edge solutions that automate the mechanical and security inspection of fast moving trains, trucks and automobiles through a broad range of proprietary hardware, software, information technology and artificial intelligence. The company was founded on May 31, 1994 and is headquartered in Jacksonville, FL.

Duos Technologies Group Inc

Duos Technologies is gaining momentum as investors track the company's aggressive pivot toward modular edge data centers and behind-the-meter power solutions, fueled by a multi-million dollar asset management agreement and ongoing partnerships with industry giants. The community is actively discussing the company's potential to capitalize on the insatiable demand for localized AI compute capacity, closely monitoring upcoming earnings and pipeline developments for signs of institutional scaling.

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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.

Hon Hai Precision Industry - GDR - Reg S

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Direxion Daily ASML Bull 2x ($ASMU)

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Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$0.23	--	--	N/A
Q4 '25	$0.22	--	--	N/A
Q3 '25	$0.24	$0.27	13.53%	BEAT
Q2 '25	$0.20	$0.21	7.42%	BEAT
Q1 '25	--	$0.20	--	N/A

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

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