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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 trending as investors aggressively bid up the stock amid an AI-driven memory chip shortage, with community sentiment heavily focused on potential valuation reratings and record-breaking earnings growth. While retail traders express extreme optimism over supply bottlenecks and Wall Street price target hikes, some community voices remain cautious about bubble risks and volatility surrounding the semiconductor supercycle.

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 trending as the market digests a high-profile strategic partnership with NVIDIA, which includes a major cloud services contract and significant equity-linked investment. While the stock has seen record trading volume, sentiment is currently divided between bullish investors viewing the infrastructure buildout as a long-term catalyst for growth and cautious traders concerned about potential share dilution and broader volatility in the data center sector.

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 seeing intense interest as investors bet on the companys specialized memory chips, which are increasingly viewed as essential hardware for aerospace, defense, and edge AI applications. The community is actively discussing the stock's low float and recent contract wins, driving significant momentum and speculation that it could mirror the explosive growth trajectories seen in other semiconductor memory plays.

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 experiencing heightened volatility and increased trading volume as the market reacts to early-stage research into an mRNA-based Hantavirus vaccine following a recent cruise ship outbreak. While some retail investors are treating the stock as a pandemic-era play reminiscent of 2020, others are closely monitoring technical indicators and biotech sector rotations, with the community actively debating whether the headlines represent a sustainable catalyst or temporary sentiment-driven hype.

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 investors monitor ongoing legislative progress on the CLARITY Act, with community sentiment divided between excitement over its potential as critical financial infrastructure and concerns regarding regulatory hurdles. While participants debate the impact of stablecoin regulation and recent earnings-related volatility, the stock remains a central focus for those tracking the convergence of traditional finance and blockchain payment rails.

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 after reporting a positive final pre-BLA meeting with the FDA, which solidified the development path for sonelokimab in hidradenitis suppurativa. The community is actively discussing the stock's long-term potential, with bullish sentiment focusing on the upcoming Phase 3 data readouts and best-in-class label expectations, while some participants remain cautious due to recent range-bound price action and the risks inherent in clinical-stage biotech.

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 rallying after a strong earnings beat, with investors buoyed by revenue growth, raised guidance, and signs of success in its AI platform adoption. While the community is actively debating whether the stock is undervalued and primed for a squeeze, many are highlighting the company's solid balance sheet and cash flow as key pillars for its recovery.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the B&W segment. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox (BW) is experiencing intense community focus following strong growth projections, a massive backlog, and new hyperscaler partnerships that have largely overshadowed a recent short-seller report. Investors are actively discussing the stock's potential for further gains as management provides updates on multi-billion dollar project pipelines and ongoing AI data center demand.

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.

Qualcomm is seeing a massive surge as investors aggressively rotate into the stock, fueled by a combination of bullish analyst upgrades, a major new data center hyperscaler partnership, and high-profile speculation regarding AI device integration. The community is actively debating whether this vertical move represents a sustainable rerating of the company's valuation as it pivots toward AI infrastructure, or if the stock is becoming a sentiment-driven meme trade.

The Mosaic Co. engages in the production and marketing of concentrated phosphate and potash crop nutrients. It operates through the following segments: Phosphates, Potash, and Mosaic Fertilizantes. The Phosphates segment is involved in the ownership and operation of mines and production facilities which produce concentrated phosphate crop nutrients and phosphate-based animal feed ingredients, and processing plants which produce concentrated phosphate crop nutrients. The Potash segment includes mining, processing, and selling potash. The Mosaic Fertilizantes segment focuses on mines, chemical plants, crop nutrient blending and bagging facilities, port terminals, and warehouses. The company was founded on March 25, 2004 and is headquartered in Tampa, FL.

Mosaic Company

Mosaic is trending as investors react to a challenging earnings report and production guidance cuts driven by high sulfur costs and volatile market conditions. The community is actively debating whether the stock's current price represents a deep-value opportunity for long-term holding or if the company faces continued pressure as a cyclical stock in a complex fertilizer market.

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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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