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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 and heightened volatility, as traders actively debate whether the stock is a long-term value opportunity or stuck in a "trough of chaos." Community sentiment remains deeply divided, with many expressing frustration over the stock's persistent decoupling from broader market rallies while focusing heavily on the implications of heavy AI infrastructure spending and ongoing antitrust scrutiny.

The Shrimp Army

The Shrimp Army is gaining traction as part of a broader trend of sea-themed memecoins, sparking intense debate among community members over its potential for rapid growth versus risks of being a speculative pump-and-dump. Traders are actively monitoring the token's ability to maintain upward momentum and consolidate at higher valuation levels.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is facing intense selling pressure as investors react to potential regulatory hurdles regarding prediction markets and ongoing legal challenges surrounding the NCAA. The community is heavily polarized, with many retail traders actively loading puts and voicing frustration over consistent insider selling while others view the pullback as a potential buying opportunity.

Fundrise Growth Tech Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is trending as investors debate whether the fund's parabolic run is driven by genuine exposure to high-growth AI and aerospace giants like SpaceX and Anthropic or if it has entered bubble territory due to its massive premium to Net Asset Value. The community remains sharply divided, with many actively hunting for alternative "catch-up" plays like DXYZ and RVI while others warn of a potential liquidity trap once lock-up periods expire.

PRIME is the native token of the Echelon Prime Foundation, a Web3 ecosystem advancing the next generation of gaming. Echelon creates and distributes tools to encourage innovation in, and promote the growth of, novel gaming models and economies. The first game to adopt and utilize PRIME is Parallel, a sci-fi trading card game.

Echelon Prime

Echelon Prime is trending as community members point to signs of quiet accumulation and a potential bullish reversal for the gaming token. Traders are actively debating the token's role in the future of on-chain gaming economies, with sentiment divided between optimism for a recovery and frustration over recent volatility.

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 experiencing significant downward pressure as investors react to a Google Research blog post regarding TurboQuant, an algorithmic compression method that some fear could reduce long-term demand for high-bandwidth memory. While the broader community is deeply divided between those viewing the sell-off as an algorithmic panic driven by misunderstanding and those concerned about cyclical memory sector headwinds, many retail traders are actively debating whether to accumulate shares on the dip or exit to avoid further downside.

ADMA Biologics, Inc. operates as a biopharmaceutical company, which is engaged in manufacturing, marketing, and developing specialty plasma-derived biologics. The firm operates through the following business segments: ADMA BioManufacturing and Plasma Collection Center. The ADMA BioManufacturing segment consists of immune globulin manufacturing and development operations. The Plasma Collection Center consists of source plasma collection facilities. The company was founded by Adam S. Grossman and Jerrold B. Grossman on June 24, 2004 and is headquartered in Ramsey, NJ.

Adma Biologics Inc

Adma Biologics is currently in the spotlight following a short-seller report from Culper Research that alleges channel stuffing and financial irregularities, which the company has formally dismissed as containing misleading and inaccurate statements. The community is actively debating the credibility of these allegations, with many long-term shareholders expressing strong conviction in management's integrity and focusing on upcoming earnings as a potential catalyst for a rebound.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech100 is seeing heightened trading volume and community interest driven by persistent speculation regarding an upcoming SpaceX IPO, which remains a primary holding for the fund. Investors are actively debating the valuation premium relative to its net asset value compared to other proxies, while sentiment remains bullish on the fund's concentrated exposure to high-growth unicorns like Anthropic and OpenAI.

Intercontinental Exchange, Inc. engages in the provision of market infrastructure, data services and technology solutions. It operates through the following segments: Exchanges, Fixed Income and Data Services, and Mortgage Technology. The Exchanges segment operates marketplace technology for the listing, trading, and clearing of derivatives contracts and financial securities, as well as data and connectivity services. The Fixed Income and Data Services segment provides fixed income pricing, reference data, indices, analytics, and execution services as well as global credit default swap, or CDS, clearing, and multi-asset class data delivery technology. The Mortgage Technology segment provides a technology platform that offers digital workflow tools to address inefficiencies and mitigate risks that exist in the US residential mortgage market lifecycle from application through closing, servicing, and the secondary market. The company was founded by Jeffrey C. Sprecher in 2000 and is headquartered in Atlanta, GA.

Intercontinental Exchange Inc

Intercontinental Exchange (ICE) is currently the focus of market attention due to its strategic push into tokenized securities and its high-profile investment in Polymarket, which signals a broader Wall Street pivot toward on-chain infrastructure. Traders are closely monitoring the stock's potential for growth as the NYSE owner leans into digital asset innovation and institutional crypto adoption, with community sentiment shifting between excitement over these technological partnerships and caution regarding broader market volatility.

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 facing significant volatility following a strategic one-billion-dollar investment in Nanya Technology and market reactions to Google's TurboQuant AI algorithm, which some investors fear could reduce long-term memory demand. While some in the community see the pullback as a buying opportunity in a supply-constrained sector, others remain wary of cyclical risks and the stock's recent parabolic run.

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Intel (NASDAQ:INTC) Shares Up 7.1% - Time to Buy?

Intel (NASDAQ:INTC) Stock Price Up 7.1% - Should You Buy...

First Humanoid Robot Appears At White House With Melania Trump And No, It Wasn't Elon Musk's Optimus

A historic first saw a humanoid robot at the White House Wednesday, but it wasn't one from Elon Musk and Tesla.read more...

Chip Shortage 2026: Why CPUs From Intel And AMD Are Getting Harder To Find

A renewed global chip shortage is hitting Intel and AMD CPUs, driving up PC prices by 15%. See how AI demand from Nvidia and Apple is squeezing the supply chain.read more...

<ul class="summary-bullets"><li>An analyst highlighted Meta’s involvement in its new AGI server CPU platform as a potential revenue catalyst.</li><li>The new chip marks a shift in Arm’s model from royalty licensing toward selling finished silicon, changing its revenue profile.</li><li>The AGI CPU targets agentic AI workloads, which Arm estimates could require 4x more CPU cores per gigawatt of data-center capacity.</li></ul><p>Shares of Arm Holdings, Inc. (ARM) jumped 10% in premarket trading on Wednesday after an analyst flagged Meta Platforms’s (META) role in its new server-chip push as a potential top-line catalyst tied to one of the largest AI infrastructure spending cycles in tech.</p><p><a href="https://stocktwits.com/symbol/ARM">ARM stock</a> snapped seven consecutive losses on Tuesday, ending over 1% lower at $134.96. However, shares rose over 8% in extended trading.&nbsp;</p><h2 class="st-heading-2"><strong>Arm Shifts From Royalty Model To Server Chip Sales</strong></h2><p>Patrick Moorhead, chief analyst at Moor Insights &amp; Strategy,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PatrickMoorhead/status/2036537560059572518">said on X</a> that the launch signals a change in how Arm generates revenue. “IP + CSS + finished silicon changes the revenue profile entirely. Arm goes from royalty taker to chip seller,” he said.</p><p>The new processor is designed for agentic AI workloads, which involve systems that act autonomously rather than respond to prompts, as traditional chatbots do. According to Arm, the platform will support large-scale AI infrastructure deployments across hyperscale environments.</p><p>The chip will be manufactured by Taiwan Semiconductor Manufacturing Company (TSMC) and is expected to enter volume production later this year.</p><h2 class="st-heading-2"><strong>Meta Partnership: Key Revenue Catalyst For Arm</strong></h2><p>Moorhead said, “Meta’s involvement is the headline. As I told CNBC today, if Arm captures even 5% of Meta’s $115-$135B annual capex, that is a top-line changer.”</p><p>Arm said Meta will serve as the lead partner and co-developer for the AGI CPU platform, integrating the processor alongside its custom silicon infrastructure. “The agentic AI thesis is real,” Moorhead said, adding that Arm estimates such workloads could require four times more CPU cores per gigawatt of data-center capacity.</p><p>He said CPUs are emerging as “the bottleneck in agent-driven data centers,” reinforcing Arm’s positioning within the broader infrastructure stack that supports autonomous AI systems.</p><h2 class="st-heading-2"><strong>Analyst Says Arm Filling Server CPU Market Gap</strong></h2><p>Moorhead said Arm’s new strategy positions the company between hyperscaler-built processors and traditional enterprise server chips. “You need 1,000 engineers and $500M to build a custom Arm server CPU. Most companies can’t do that,” he said, adding that Arm fills “the white space between hyperscaler custom silicon … and off-the-shelf x86.”</p><p>“The x86 critique was sharp,” he said, calling the presentation a “direct shot at Intel and AMD.”</p><h2 class="st-heading-2"><strong>Tech Giants Back Arm’s Move Into Server Silicon</strong></h2><p>Arm said more than 50 technology companies are supporting its move into production silicon, including Microsoft, Nvidia and Samsung Electronics. Additional partners planning deployments include OpenAI, Cloudflare, SAP and SK Telecom, while hardware makers such as Lenovo and Super Micro Computer are expected to roll out systems later this year.</p><p>Arm said additional chip designs are already underway and expected to launch at 12- to 18-month intervals.</p><h2 class="st-heading-2"><strong>Analyst Flags Competitive Pressure In Server CPU Push</strong></h2><p>Despite the positive outlook, Moorhead said several uncertainties remain around commercialization timing and competitive positioning. He said that positioning relative to server processors such as AMD EPYC Turin and Intel Xeon Sierra Forest will be important to watch.</p><p>“All performance claims are Arm internal estimates. We need third-party benchmarks on real workloads before accepting the 2x per-rack claim.”</p><p>He also flagged that the material revenue impact from the new chip platform will likely not be realized until no earlier than the financial year ending March 2027, adding that competition from Nvidia’s Vera CPU platform and responses from Intel and Advanced Micro Devices remain key factors to watch as Arm expands deeper into AI infrastructure silicon.</p><h2 class="st-heading-2"><strong>How Did Stocktwits Users React?</strong></h2><p>On Stocktwits, retail sentiment for ARM has remained in the ‘extremely bullish’ territory over the past week amid a whopping 11,900% surge in message volumes over the past month.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/arm_ss_png_ffbd4ee89c.webp" alt="arm ss.png" width="974" height="144"><figcaption>ARM sentiment and message volume as of March 25 | Source: Stocktwits</figcaption></figure><p>ARM stock has risen 8% over the past year.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the logo of Arm Holdings plc is displayed on a smartphone screen, with a stock market chart in the background.

ARM Stock Jumps Premarket: Analyst Says Tapping Even A Sliver Of Meta’s Capex Could Be A ‘Top-Line Changer’

The analyst said that Arm's new strategy positions the firm between hyperscaler-built custom chips and traditional x86 servers, challenging Intel and AMD.

ARM Stock - Analyst Says Tapping Even A Sliver Of Meta’s Capex Could Be A ‘Top-Line Changer’

Equity

Diversified Trust Co. Sells 11,796 Shares of Intel Corporation $INTC

Diversified Trust Co. cut its holdings in Intel Corporation (NASDAQ:INTC - Free Report) by 12.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The...

Elizabeth Warren Slams Nvidia: 'Allowing A Single Company To Be The Gatekeeper For The AI Future Is Dangerous'

Nvidia is investing in AI startups, but Senator Warren says it poses economic risks. Reflection is a 'business arm' of Nvidia. Groq deal evades scrutiny.read more...

INTC Rides on Strength in Datacenter and AI Group: Is it Sustainable?

INTC rides datacenter and AI momentum with strong Xeon demand and ASIC growth, but can this rebound continue amid rising competition?

Is Most-Watched Stock Intel Corporation (INTC) Worth Betting on Now?

Intel (INTC) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Wealth Enhancement Advisory Services LLC Trims Holdings in Intel Corporation $INTC

Wealth Enhancement Advisory Services LLC reduced its holdings in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 5.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 857,225 shares of the chip maker's stock after selling 44,787 shares during t...

E. Ohman J or Asset Management AB Grows Stock Position in Intel Corporation $INTC

E. Ohman J or Asset Management AB boosted its holdings in Intel Corporation (NASDAQ:INTC - Free Report) by 15.2% during the fourth quarter, according to the company in its most recent filing with the...

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

Traders are closely tracking reported chip shortages and CPU price hikes as major indicators of a sector-wide supply squeeze.

Investors express frustration over erratic intraday price action, frequent liquidity hunts, and mysterious 'shit hour' volatility.

Heightened concerns over Middle East conflicts and oil price fluctuations are driving significant uncertainty and reaction trading.

Deep-value bulls argue that the current market cap fails to reflect the massive intrinsic worth of the company's cutting-edge fab infrastructure.

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