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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

META is trending due to concerns about increased spending on AI and infrastructure, despite strong revenue growth and a one-time tax charge impacting EPS. The community is debating whether the sell-off is an overreaction and a buying opportunity, or a sign of weakening profitability and a shift in investor sentiment. Some traders are anticipating a bounce back to the 50-day moving average, while others see further downside potential.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

UAMY is trending due to renewed discussions around antimony supply and potential impacts from trade relations, particularly regarding export controls from China and a recently rejected acquisition offer. Community members are weighing the implications of these factors on the company's future, discussing the possibility of a short squeeze, and the potential for government support to bolster domestic antimony production.

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 trending amid mixed reactions to its earnings, with analysts debating the impact of AI spending on future growth; despite strong cloud performance, some express concerns about increased capital expenditures. Community discussions revolve around whether the company's valuation remains justified in light of its AI investments and competition in the cloud sector, with some speculating on a potential post-earnings dip.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle's stock is trending due to concerns about slowing growth and reduced guidance, sparking debate about its valuation and future prospects. Community discussions center on whether the brand is losing its value proposition amid rising prices and inconsistent portions, with some criticizing the CEO's handling of the situation. Investors are weighing whether the dip presents a buying opportunity or signals deeper issues within the company and the broader consumer discretionary sector.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet's stock is trending as strong AI demand and advertising growth drove its Q3 revenue above expectations, prompting increased capital expenditure forecasts and community excitement. Investors are reacting positively to Alphabet's favored cash flow strategy and AI investments, while some analysts are predicting further gains. Community members are actively discussing the stock's potential to reach new price levels and its long-term investment value.

Alphabet Inc - Ordinary Shares - Class C

GOOG is trending amid positive sentiment driven by AI advancements and anticipation of strong earnings, with the community discussing potential for the stock to reach new highs. Upgrades from analysts and excitement around cloud and AI revenue are fueling optimism, although some traders are wary of a potential pullback after recent gains. Additionally, a new partnership between Google and NextEra Energy to restart a nuclear plant in Iowa is generating some buzz.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox ($RBLX) is trending amid discussions around its Q3 earnings report, which showed higher revenue and lower EPS than expected, alongside FY25 bookings guidance. The community is actively debating the company's valuation and future prospects, while some express concerns related to broader market conditions and commentary around the platform's content.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending due to strong Q3 earnings, driven by high demand for weight loss drugs Mounjaro and Zepbound, which beat revenue expectations and raised the FY25 guidance. The community is focused on the impact of this GLP-1 momentum, potential FDA approvals, and the company's strategic partnerships in AI, viewing LLY as a leader in the pharmaceutical sector.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

VKTX is trending as traders discuss potential catalysts from upcoming conferences and strong revenue growth in the obesity sector from competitors. The community speculates about buyout possibilities, comparing VKTX's assets and market cap to recent acquisitions in the space. Bullish sentiment remains high due to positive clinical data and analysts' price targets.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARBB is trending due to significant after-hours momentum, with community members highlighting its low float and potential for a short squeeze, reminiscent of other recent runners. Traders are actively discussing entry points, price targets, and potential overnight holds, while also pointing to contracts of nearly $100 million. Despite the excitement, some caution against chasing the pump, noting the stock's volatile history.

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Alphabet's Stock Jumps as Antitrust Fears Ease: ETFs in Focus 

Alphabet shares surge after a court ruling spares Chrome divestiture, easing DOJ pressure and lifting investor sentiment.

Alphabet Hits an All-Time High: More Rally Ahead for ETFs?

Alphabet (GOOGL) hits record highs on AI & cloud momentum. Analysts see moderate upside; ETFs like FCOM, VOX, IXP, XLC & FNGS may gain from their strong exposure to GOOGL.

Meta Jumps on Q2 Earnings Beat: ETFs to Tap

META's Q2 beat and massive stock surge lift ETFs like VOX, FCOM, IXP and XLC, each with heavy exposure to the tech giant.

The Zacks Analyst Blog Highlights GOOGL, MAGS, IXP, FCOM, VOX and XLC

GOOGL jumps on strong Q2 results, lifting ETFs like MAGS, IXP, FCOM, VOX and XLC with heavy Alphabet exposure.

ETFs to Soar Post Alphabet's Strong Q2 Earnings Results 

Alphabet's strong Q2 results and AI momentum create opportunities among heavy GOOGL exposure ETFs like MAGS, IXP, FCOM and VOX.



Google's Black Swan Event and a 25% Loss: ETFs to Consider

Bank of America (BofA) said on Tuesday that the reported discussions between Samsung and Perplexity AI highlight how artificial intelligence is expanding strategic options for device makers and could erode Alphabet’s (GOOG/GOOGL) influence over Android hardware partners.The brokerage reiterated its ‘Buy’ rating on Alphabet and maintained a $200 price target,&nbsp;according to a note cited by TheFly.&nbsp;It said the rise of alternative AI technologies could weaken Google’s bargaining power with companies like Samsung, which rely on Android but are increasingly exploring new software capabilities.Google’s Android model, according to Bank of America, operates on “both a carrot and stick” approach to retain original equipment manufacturers (OEMs) within its ecosystem. Still, competition is intensifying.Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-06-01/samsung-nears-wide-ranging-deal-with-perplexity-for-ai-features?sref&amp;">reported</a> that Samsung is close to finalizing a deal to invest roughly $500 million in Perplexity AI, valuing the startup at $14 billion.&nbsp;The agreement would mark Samsung as one of Perplexity’s largest investors and would include integrating the company’s AI-powered search features across a range of Samsung products.The report highlighted that the companies are discussing preloading Perplexity’s assistant on future Samsung devices, embedding its search engine into the Samsung Internet browser, and potentially incorporating it into Bixby.&nbsp;The goal, according to the report, is to offer Perplexity as a default assistant option beginning with the Galaxy S26, slated for release in the first half of 2026.While BofA said the partnership could increase competitive pressure on Google, it also noted that Samsung’s browser has just a 2.12% market share, compared to 66% for Chrome, potentially limiting the near-term financial impact on Google’s search revenue.Apple (AAPL) has reportedly held talks with Perplexity as well, exploring the startup’s potential as an alternative to Google Search or ChatGPT within Siri.&nbsp;Motorola has already partnered with Perplexity, making the startup an early player in mobile AI integration.<a href="https://stocktwits.com/symbol/GOOG">Alphabet’s stock</a> was down more than 1% in morning trade on Tuesday. The shares have fallen nearly 12% this year and 3% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-signs-20-year-deal-with-constellation-energy-to-buy-nuclear-power/chkr5ebRbva">Meta Signs 20-Year Deal With Constellation Energy To Buy Nuclear Power</a>

Google logo during World News Media Congress at ICE Krakow Congress Centr in Krakow, Poland on May 4th, 2025. (Photo by Beata Zawrzel/NurPhoto via Getty Images)

Google’s Android Power Faces New Threat From Samsung-Perplexity Talks, Says BofA

Bank of America said the rise of alternative AI technologies could weaken Google’s bargaining power with companies like Samsung, which rely on Android but are increasingly exploring new software capabilities.

Equity

Bank of America said the rise of alternative AI technologies could weaken Google’s bargaining power with companies like Samsung, which rely on Android but are increasingly exploring new software capabilities.


Meta Platforms Inc.(META) and defense technology provider Anduril Industries have joined forces to develop advanced mixed reality tools designed to support U.S. military operations.&nbsp;The collaboration aims to enhance battlefield awareness and enable hands-free control of autonomous systems through immersive, AI-integrated hardware and software solutions.After years of advancing AI technologies and immersive interface development, both companies are now channeling private investment into this initiative, bypassing the need for government funding.&nbsp;Their shared objective is to deliver commercially adapted tools aimed at lowering military expenditures while increasing operational efficiency for troops in the field.This initiative centers on merging Meta’s extended reality (XR) technologies with Anduril’s exclusive Lattice platform, a real-time, AI-powered command and control system.&nbsp;Lattice gathers and analyzes information from countless sources to deliver a responsive, ground-level intelligence network for military personnel.&nbsp;The tailored augmented and virtual reality tools enable users to interact with the system, improving decision-making efficiency and situational clarity.This effort represents a notable move for Meta into defense-oriented technology.&nbsp;The project highlights a growing pattern of private AI companies playing a larger role in modernizing defense capabilities for the U.S. and its allies.After authorizing U.S. government agencies and defense contractors to utilize its AI models last November, Meta Platforms is expanding into the defense sector by hiring ex-Pentagon officials and adapting its AI and VR technologies for military use.&nbsp;By opening its Llama AI model to defense applications and targeting federal contracts, the tech giant is positioning itself to compete with firms like Google and OpenAI in the government tech space.On Stocktwits, retail sentiment around Meta remained in ‘bearish’ territory.<figure class="image"><img style="aspect-ratio:632/73;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_29_132956_png_7cbec282ec.webp" alt="META's Sentiment Meter and Message Volume as of 01:30 p.m. ET on May 29, 2025 | Source: Stocktwits" width="632" height="73"><figcaption>META's Sentiment Meter and Message Volume as of 01:30 p.m. ET on May 29, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/META">Meta</a> stock has gained over 10% year-to-date and over 35% in the last 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/new-york-times-and-amazon-strike-ai-content-deal/ch0AswDRbtM">The New York Times and Amazon Strike AI Content Deal: Retail’s Yet To React</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Meta AI logo appears on a mobile phone with Meta AI visible on a tablet in this photo illustration in Brussels, Belgium, on January 26, 2025. 

Meta Steps Up Defense Engagement With Anduril Mixed Reality Deal: Retail’s Yet To React 

The partnership will create AI-driven mixed reality tools for the U.S. military, enhancing battlefield awareness, autonomy, and efficiency through immersive command and control systems.

Alphabet Inc.’s Google (GOOG, GOOGL) has launched its official online Google Store in India, enabling direct-to-consumer sales of its Pixel devices and accessories.&nbsp;This move marks a shift in Google's retail strategy in the country, aiming to streamline customer experience and expand its market presence.Mitul Shah of Google described the new online store as a "first-of-its-kind" shopping experience tailored specifically for Indian consumers.&nbsp;Unlike its global model, Google has designed this platform to meet the unique needs of the Indian market, reflecting a deep understanding of local consumer behavior and preferences.&nbsp;The initiative controls the full end-to-end experience, from product selection to delivery and support.&nbsp;Customers will be given support and financing options for Google’s flagship Pixel line, including smartphones, wearables, earbuds, and accessories.&nbsp;To make Pixel products more accessible, Google has teamed up with top banks to offer financing solutions. Customers can pay using Unified Payments Interface (UPI) or take advantage of installment options, including interest-free EMIs available through more than 15 other partner banks.&nbsp;Shoppers can also benefit from immediate cashback on EMI-based credit card transactions, special trade-in bonuses for older smartphones, and store credits that can be used toward future purchases.Google is expanding Pixel's reach in India through both online and offline channels, maintaining its partnership with Flipkart and placing products in over 2,000 retail stores, including 200 with interactive demo zones.Google produces its Pixel smartphones across several countries, including India, Vietnam, and China.&nbsp;Recently, the company has been moving more of its manufacturing operations to India, beginning with the Pixel 8 as the first model assembled locally.&nbsp;This transition is influenced in part by U.S. trade tariffs affecting imports from Vietnam, positioning India as a more favorable production base for the tech giant.On Stocktwits, retail sentiment around Alphabet remained in ‘bearish’ territory.<figure class="image"><img style="aspect-ratio:636/70;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_29_121912_png_ccfaf061c8.webp" alt="GOOGL's Sentiment Meter and Message Volume as of 12:30 p.m. ET on May 29, 2025 | Source: Stocktwits" width="636" height="70"><figcaption>GOOGL's Sentiment Meter and Message Volume as of 12:30 p.m. ET on May 29, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/GOOGL">Alphabet</a> stock has lost over 9% year-to-date and 2% in the last 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/new-york-times-and-amazon-strike-ai-content-deal/ch0AswDRbtM">The New York Times and Amazon Strike AI Content Deal: Retail’s Yet To React</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The new Google Pixel 9, Pixel 9 Pro and Pixel 9 Pro XL phones are displayed during the Made By Google event at Google headquarters on August 13, 2024 in Mountain View, California. 

Google Unveils Direct-To-Consumer Pixel Storefront For Indian Buyers: But Retail’s Not Confident 

Google’s online store in India will offer direct sales of Pixel devices, locally-tailored services, financing options, and trade-in benefits to enhance accessibility and better serve Indian consumers.

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