SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

BMNR is trending as the company reportedly began staking a portion of its significant Ethereum holdings, aiming to generate revenue. However, community discussions are dominated by strong concerns over consistent share dilution, the stock's perceived underperformance against Ethereum, and contentious executive compensation proposals. Many investors are also debating if current price weakness stems from year-end tax loss harvesting impacting digital asset treasury companies.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital (MARA) is generating significant discussion as it experiences new lows, fueling strong bearish sentiment centered on perceived share dilution and management's effectiveness. While many express frustration over its underperformance compared to Bitcoin and other miners, a bullish contingent believes the stock is deeply undervalued given its substantial Bitcoin holdings and a potential strategic pivot into AI/HPC data centers. The community remains sharply divided between those anticipating further declines and others predicting a major short squeeze and rebound, especially after year-end trading activities conclude.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending amidst a persistent downtrend that has frustrated many investors, fueling community discussion around market manipulation and the stock's daily declines. Despite this bearish sentiment, bulls highlight the company's international expansion, AI integration, and a share buyback program as strong long-term catalysts. The market is weighing Hims' direct-to-consumer model and GLP-1 strategy, particularly after the FDA approval of Novo Nordisk's oral weight-loss pill, creating a divide between those seeing a buying opportunity and those questioning its immediate prospects.

One Stop Systems, Inc. engages in the design, manufacture, and marketing of computing modules and systems targeting edge deployments. It deals with the design and manufacture of high-performance customized computer and flash arrays, in-flight entertainment, and connectivity and value-added reseller with minimal customization. It operates through the OSS and OSS Europe segments. The company was founded by Stephen D. Cooper and Mark Gunn in 1998 and is headquartered in Escondido, CA.

One Stop Systems Inc

One Stop Systems is buzzing after recently closing the sale of Bressner Technology for $22.4 million and securing a new production order, significantly bolstering its cash reserves. This strengthened financial position fuels community speculation about imminent large-scale US Army contracts for its specialized Edge AI technology and strategic software acquisitions, with many investors highlighting the company's deeply undervalued status as a leader in high-performance Edge AI computing.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is seeing intense debate following a significant price decline, with market focus now squarely on potential announcements at the upcoming CES 2026. Bulls highlight strong fundamentals, growing revenue, and a substantial contractual backlog, seeing the current dip as a tax-loss selling opportunity amid perceived market manipulation. Conversely, bears are vocal about extensive insider selling and management's perceived lack of transparency regarding major partnerships, raising questions about the company's leadership and long-term prospects within the voice AI sector.

ESH Acquisition Corp. is a blank check company. It was formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. The company was founded on November 17, 2021 and is headquartered in New York, NY.

ESH Acquisition Corp - Ordinary Shares - Class A

ESHA Acquisition Corp is actively trending amid speculation that it could be the next low-float SPAC to experience significant volatility, drawing comparisons to recent runners like AFJK and ASPC. The community is closely watching its recent extension of the business combination deadline and the proposed merger with The Original Fit Factory, with many debating its potential as a speculative "pump" play. This creates a divided sentiment between those anticipating a surge and others expressing skepticism about the merger's true intent and long-term value.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group (LCID) is trending significantly as its stock persistently reaches new all-time lows, sparking intense investor frustration and widespread community debate. Investors are critically questioning management's ability to execute amidst ongoing financial pressures and anxiously awaiting updates on vehicle production targets, while many compare its underperformance to surging EV peers.

BYTE is a novel meme token that creatively intertwines the worlds of cryptocurrency and popular culture. Inspired by Grok's answer to "What would you name your dog?", Grok answered, 'Byte.' When Grok was asked who created Byte, it says he was created by the xAI team lead by Elon Musk as a gift to Grok AI to keep him company in the metaverse. BYTE serves as a playful reference to the unit of digital information, as well as a nod to the AI's technological nature. Distinctively, Byte acts as a gateway towards Ai adoption and stands out in the crypto space due to its zero-tax policy, a feature that is increasingly appealing to many investors. Additionally, it upholds the principles of transparency and investor trust by having its liquidity permanently burned and the contract ownership renounced. This ensures that Byte remains a community-driven project, with its fate firmly in the hands of its holders. The combination of a playful theme, generative AI, and a nod to a tech icon makes Byte an intriguing addition to the meme token ecosystem, especially AI related meme coins.  Through pioneering AI this story has grown more and more robust and continues to evolve, Byte pledges its dedication to community efforts and and has consistently appeared in the Top 10 of LunarCrush’s social engagement leaderboards on multiple occasions.

BYTE

BYTE CRYPTO is gaining significant attention as its devoted community champions it as the "first AI digital dog" and "Grok's companion," positioning it uniquely within the burgeoning AI crypto sector. The community is highly bullish, often referring to BYTE as "the chosen one" and emphasizing that "something big is coming," encouraging others to "byte the dip" and join their ranks.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending after delivering a strong earnings report with robust revenue growth and a positive outlook for the crucial holiday shopping season, yet the stock saw an initial pullback, sparking active debate among investors. Community members are divided, with many advocating to "buy the dip" citing record merchant sales and strategic AI integrations, while others remain cautious, contributing to heightened volatility and discussions around its market valuation.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

RAGE CRYPTO is trending due to its exceptionally active and dedicated community, passionately championing the "OG meme" narrative of Rage Comics. This committed base is consistently building out an ecosystem with projects like RageMaker and RageGames, aiming to onboard new users into crypto. The community expresses strong conviction, viewing RAGE as significantly undervalued and poised for substantial long-term growth within the broader market upswing, rallying for a "return to the memes".

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Washington Just Handed Steelmakers a Huge Win: ETFs to Gain

Trump's move easing EPA rules boosts the steel supply chain, setting ETFs like XME up for firmer pricing power and steadier volumes.   

United States Senior Counselor for Trade and Manufacturing Peter Navarro said Thursday that Washington will maintain tariffs on steel and aluminum with no exemptions for the European Union.“There will be no exemptions, no exclusions for steel and aluminum tariffs,” Navarro told reporters. He noted that the U.S. added more than 400 new products to the tariff list this week to curb manipulation and circumvention. “Every time we try to give an exemption or exclusion to one of our allies, they abuse it totally. We learned that it was a slippery slope,” Navarro said, recalling Trump’s previous term in office.Navarro also praised the administration’s 15% tariff on cars, describing it as a cornerstone of Trump’s trade strategy with Europe. “Anybody who criticizes Trump’s policy has to look at the president’s magnificent achievement in dealing with the EU,” he said.His comments come after the U.S. and EU&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-eu-announce-tariffs-autos-pharma/chsSuh2Rdid">issued</a> a joint statement earlier on Thursday, formalizing the trade deal announced back in July. The statement also included the possibility of lowering the 15% tariffs on cars, but only if Europe takes steps to lower tariffs on imported U.S. goods as promised.“In many ways I can’t think of a deal more important than the one with the EU. It is, after all, one of the largest entities in the world. It’s important not just economically but strategically, yet for many, many years it has been taking unfair advantage of the U.S.—consistently higher tariffs, consistently higher non-tariff barriers,” Navarro added.U.S. markets were trending lower ahead of Powell’s speech at Jackson Hole on Friday. The&nbsp;<a href="http://stocktwits.com/symbol/SLX">VanEck Steel ETF</a> (SLX) fell 0.5% in afternoon trade, and the&nbsp;<a href="http://stocktwits.com/symbol/IYM">iShares U.S. Basic Materials ETF</a> (IYM) edged 0.1% lower. On Stocktwits, retail sentiment around SLX and IYM trended in ‘neutral’ territory.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-nearly-500-m-civil-fraud-penalty-tossed-by-new-york-appeals-court/chsS6vHRdij">Trump’s Nearly $500M Civil Fraud Penalty Tossed By New York Appeals Court</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Trade advisor to U.S. President Donald Trump Peter Navarro speaks to members of the media following a television interview on the North Lawn of the White House on April 30, 2025 in Washington, DC. (Photo by Andrew Harnik/Getty Images)

Peter Navarro Rules Out Steel, Aluminum Tariff Exemptions For EU And Other Allies

Navarro also praised the administration’s 15% tariff on cars, describing it as a cornerstone of Trump’s trade strategy with Europe. 

Equity

BofA’s Hartnett: Bubble risk looms if stocks dismiss inflation, rising yields

Investing.com -- Bond and crypto assets led investor allocations in the latest week, while cash saw its steepest withdrawal since April, according to Bank of America (BofA).

Upcoming set of earnings seen as the key source of uncertainty: Goldman Sachs

Investing.com -- The upcoming earnings season is the “key source of uncertainty” for the S&P 500 outlook, Goldman Sachs’ top strategist David Kostin said, as investors assess the impact of tariffs on corporate profit margins.

Microsoft (MSFT) stock may have been relegated to the second spot in terms of valuation, but it could have further legs to&nbsp;run, thanks to the software giant integrating its artificial intelligence (AI) into its products and applications.&nbsp;The AI-fueled rally has helped&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> to gain 20% this year, with the stock trading at a record high.&nbsp;&nbsp;The Satya Nadella-led company is also benefiting from internal use of the AI technology, Microsoft’s Chief Commercial Officer Judson Althoff said in an internal presentation,&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-09/microsoft-using-more-ai-internally-amid-mass-layoffs?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc1MjA4MjAyNSwiZXhwIjoxNzUyNjg2ODI1LCJhcnRpY2xlSWQiOiJTWjRUTUdUMVVNMFcwMCIsImJjb25uZWN0SWQiOiJEQ0FGMjNFM0YyMkE0Qzk5OTM0RUMyRDEwNkM0ODc0NyJ9.FJqgZFgR56AwprxFaQYwGnVdo2joiBDFl2IvvjL0k-s&amp;leadSource=uverify%20wall">according</a> to Bloomberg, citing people familiar with his remarks.Althoff said AI tools have boosted productivity&nbsp;across various functions, including sales, customer service, and software engineering. The executive quantified Microsoft’s AI savings as&nbsp;exceeding $500 million in its call centers in 2024, with the technology’s usage helping to improve both employee and customer satisfaction.The report stated that Microsoft was starting to utilize AI to interact with smaller clients, which helped the company generate tens of millions of dollars.Althoff also said at Microsoft&nbsp;that AI generated 35% of the code for new products, expediting launches. Allaying employee concerns regarding the employment of AI, he said AI could make them more effective as sellers.&nbsp;The use of Microsoft’s Copilot AI assistant helped each salesperson find more leads, close deals quicker, and generate 9% more revenue, he added.The report of Microsoft’s productivity gains from AI came close on the heels of Oppenheimer upgrading shares of the company to ‘Outperform’ from ‘Perform,’&nbsp; citing the company’s strong positioning in AI.The research firm has a $530 price target for Microsoft stock, The Fly reported.&nbsp;Analyst Brian Schwartz attributed the action to his view that the company’s current stock price does not fully factor in the “sustaining robust growth” of&nbsp;the AI business and a potential reacceleration in Azure revenue in fiscal year 2026.“Investors’ attention on the ramp of Microsoft’s AI revenue stream will only increase as Azure’s growth remains strong,” the analyst said, adding that it will not only offer valuation support, but “also upside potential as this revenue stream continues scaling fast and investors embrace Microsoft as one of the long-term AI winners in software.”In late June, Wedbush analyst Daniel Ives upped the price target for Microsoft stock to $600 from $515, attributing this optimism to &nbsp;bullish AI checks that suggested a massive adoption wave of Copilot and Azure monetization.On Stocktwits, retail sentiment toward Microsoft stock&nbsp;remained ‘bearish’ (42/100) by late Wednesday, with the degree of negativity increasing from the previous day. The message volume was at a ‘normal’ level.<figure class="image"><img style="aspect-ratio:618/51;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_10_at_1_27_26_AM_png_a1e1a4efa9.webp" alt="Screenshot 2025-07-10 at 1.27.26 AM.png" width="618" height="51"><figcaption>MSFT sentiment and message volume as of 1:28 a.m. ET, July 10 | source: Stocktwits</figcaption></figure>In a separate note issued in June, Ives flagged Nvidia and Microsoft as two companies that would hit a $4 trillion valuation this summer. “Then over the next 18 months, the focus will be on the $5 trillion club....as this tech bull market is still early being led by the AI Revolution,” he added.&nbsp;Microsoft ended Wednesday’s session up 1.39% at $503.51, giving the company a market capitalization of $3.742 trillion. To hit the coveted mark, Microsoft’s stock has to add another $35 to its Wednesday closing price.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sp-500-recovery-at-risk-us-stock-futures-fall-amid-tariff-anxiety/chF6rPRR51e">S&amp;P 500’s Recovery At Risk? US Stock Futures Fall Amid Tariff Anxiety, But Strategist Says ‘Summer Surprise Rally Will Continue’</a>

A general view of the Microsoft Zizhu Campus in Minghang, Shanghai, China, on June 30, 2025. 

Microsoft Stock Hits New High: Analysts Say $4 Trillion Valuation May Be Within Reach As AI Upside Still Underappreciated

Judson Althoff quantified Microsoft’s AI savings as exceeding $500 million in its call centers in 2024, with the technology’s usage helping to improve both employee and customer satisfaction.

Microsoft Corp. (MSFT) is making&nbsp;significant strides with Copilot, its artificial intelligence (AI)-powered personal assistant, vindicating the company’s huge investments in AI.&nbsp;Two separate Business Insider (BI) reports suggested increased traction for the personal assistant.BI&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/microsoft-copilot-licenses-million-ai-2025-6">reported</a> Microsoft Commercial Officer Judson Althoff told employees at a meeting that the company is close to clinching a deal with a major customer with more than one million 365 licenses to deploy Copilot.&nbsp;The report said the company hasn’t zeroed in on how to charge the customer for&nbsp;using the personal assistant. It was toying with the idea of either its traditional approach of per-seat software licenses that would fetch a certain amount per month, or institute consumption-based pricing.If per-seat pricing is adopted, Microsoft could get as much&nbsp;as $360 million for a year,&nbsp;considering the one million licenses and $30 it charges for Copilot per user per month. That said, given the volume of licenses involved, the customer may not agree&nbsp;to Copilot’s sticker price, the report said.The potential addition of&nbsp;many new users is seen as a positive for Copilot, even if it&nbsp;means a discount&nbsp;on the sticker price.&nbsp;BI&nbsp;speculated that the unnamed customer&nbsp;was Amazon, given the number of employees involved. Still, its probe with an employee at the e-commerce giant showed that this may not be the case.&nbsp;Amazon has reportedly warned its employees about not using external AI tools, and following the publication of the report, an Amazon spokesperson explicitly ruled out the possibility.&nbsp;A separate BI report&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/microsoft-copilot-licenses-million-ai-2025-6">said</a> Microsoft was working on a Copilot version for the Department of Defense (DoD). The report also raised the possibility&nbsp;that the Pentagon was the customer Althoff referred to at the internal meeting, given that it employs about 2.1 million service members and about 770,000 civilian employees.&nbsp;On Stocktwits, sentiment toward Microsoft stock was ‘bearish’ (43/100) by late Wednesday, although the message volume stayed ‘high.’<figure class="image"><img style="aspect-ratio:620/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_12_at_3_19_12_AM_png_4a4aa3baac.webp" alt="Screenshot 2025-06-12 at 3.19.12 AM.png" width="620" height="53"><figcaption>MSFT sentiment and message volume as of 3:19 a.m. ET, June 12 | source: Stocktwits</figcaption></figure>Some&nbsp;retail traders are not too excited about Copilot. “There is a Rough road ahead. CoPilot is a total bust,”&nbsp;said one watcher.<stembedurl>https://stocktwits.com/Traidn/message/617644818</stembedurl>Another user said, “CoPilot is a mistake. Will ruin core products. need new CEO, Satya making terrible choices,” as they shared a news story about&nbsp;a data leak flaw found in the digital assistant.<stembedurl>https://stocktwits.com/Traidn/message/617639929</stembedurl>Microsoft shares ended Wednesday’s session up 0.36% at $472.62, and&nbsp;they are up about 13% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-demands-100-bps-rate-cut-again-ahead-of-fed-meet/chlXnERRb6f">Trump Demands 100 Bps Rate Cut Again Ahead Of Fed Meet — But Experts Warn Tariffs Could Stoke Inflation</a>

In this photo illustration, the Microsoft Copilot AI logo is seen displayed on a smartphone screen. 

Microsoft Reportedly Nearing Copilot Mega-Deal With Major Customer — But Retail Traders Not Fully Sold

The company was reportedly toying with the idea of either adopting its traditional approach of per-seat software licenses that would fetch a certain amount per month or instituting consumption-based pricing.

Microsoft Corp. (MSFT) has wielded its axe yet again, with the software company laying off hundreds of its workforce amid an uncertain economic climate and increasing investment needs to stay competitive in the artificial intelligence (AI) race.&nbsp;A&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://esd.wa.gov/employer-requirements/layoffs-and-employee-notifications/worker-adjustment-and-retraining-notification-warn-layoff-and-closure-database">Monday notice</a> filed with the Washington State Employment Security Department showed that the Satya Nadella-led company has eliminated 305 permanent positions.&nbsp;The company's most recent cuts add to the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-layoffs-show-commitment-to-profitable-growth-analyst/chiq1WnRbN5">6,000 positions</a> it eliminated in mid-May, attributing the action to the organizational changes necessary to best position itself for success in a dynamic marketplace.In 2023, the company cut 10,000 jobs as it grappled with slowing demand amid a spike in inflationary pressure. In January this year, it cut a small percentage of jobs across the departments, calling them “performance-based” eliminations.President Donald Trump’s tariffs, announced in early April,&nbsp;have weighed on economic growth, although Microsoft is relatively immune to the levies compared to its hardware counterparts.Against this backdrop, flab cutting may be needed to meet the higher capex needs. On the third-quarter earnings call, CFO Amy Hood said that fourth-quarter capital expenditure will rise sequentially from the $21.4 billion spent in the previous three-month period.On Stocktwits, retail sentiment toward Microsoft stock remained ‘bearish’ (39/100) by early Tuesday, and the message volume stayed ‘low.’<figure class="image"><img style="aspect-ratio:621/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_03_at_5_54_14_AM_png_c9bb7ae7e1.webp" alt="Screenshot 2025-06-03 at 5.54.14 AM.png" width="621" height="56"><figcaption>MSFT sentiment and message volume as of 5:55 a.m. ET, June 3 | source: Stocktwits</figcaption></figure>In Tuesday’s early premarket session,&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> slipped 0.34% to $460.422. The stock is up 10% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/big-short-investor-steve-eisman-long-on-market-but-flags-trump-tariffs-as-his-one-concern/chkrRukRbv7">‘Big Short’ Investor Steve Eisman ‘Long’ On Market But Flags Trump Tariffs As His ‘One Concern’</a>

Microsoft logo in window of granite and glass office tower with reflections of surrounding buildings, San Francisco, California, May 13, 2025. (Photo by Smith Collection/Gado/Getty Images)

Microsoft Cuts Hundreds Of Jobs Amid Inclement Macro, Rising AI Capex Needs 

The most recent cuts come following the 6,000 positions it eliminated in mid-May. 

Microsoft Corp. (MSFT) defied the tech sector rally on Tuesday and ended the session modestly lower after traders reacted to a report regarding <a href="https://stocktwits.com/news-articles/markets/equity/microsoft-to-layoff-3-percent-of-workforce/chi8Y8VRbZl">3% job cuts</a> by the company.&nbsp;The company has since then confirmed the news to several media outlets, stating, "We continue to implement organizational changes necessary to best position the company for success in a dynamic marketplace."A sell-side analyst, however, cheered the development.The Fly reported that a Barclays analyst views the move as a "commitment to profitable growth," especially as artificial intelligence (AI) infrastructure costs continue to ramp up in the medium term.The analyst noted that the company recently maintained its 2025 operating margin even before these actions. He views the job cuts to be "additive" to margins in the fiscal year 2026.Barclays has an 'Overweight' rating and $494 price target for Microsoft stock.On Stocktwits, retail sentiment toward the <a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> was 'neutral' (45/100) by late Tuesday, and the message volume on the stream was 'low.'<figure class="image"><img style="aspect-ratio:620/58;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_14_at_2_56_44_AM_png_1b0355ec92.webp" alt="Screenshot 2025-05-14 at 2.56.44 AM.png" width="620" height="58"><figcaption>MSFT sentiment and message volume as of 2:57 a.m. ET, May 14 | source: Stocktwits</figcaption></figure>A bullish user said the stock could take off after a recent consolidation phase.<stembedurl>https://stocktwits.com/wkalunji/message/614554618</stembedurl>Another user said the Microsoft stock has risen too fast and by much, potentially referring to the post-earnings rally. "I've got a hunch this dips soon," they said.<stembedurl>https://stocktwits.com/Tonysaurus/message/614528720</stembedurl>Microsoft stock has rallied nearly 14% since April 30 when it reported a <a href="https://stocktwits.com/news-articles/markets/equity/microsoft-analysts-raise-price-targets-for-stock-after-2025-q3-beat/chLvTBhRbiq">strong third-quarter beat</a> and issued positive guidance. The Koyfin-compiled consensus price target for the Microsoft stock is $506.17, implying scope for roughly 13% upside from current levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/portfolio-manager-praises-nvidia-idiosyncratic-ai-growth/chiqKIARbNT">'I Love Nvidia:' Portfolio Manager Praises Chipmaker's 'Idiosyncratic' AI Growth Amid Retail Bullishness</a>

Microsoft logo displayed on a smartphone screen, with the company's colorful branding visible in the background, on April 26, 2025, in Chongqing, China. 

Microsoft Layoffs Show ‘Commitment' To Profitable Growth Amid Surging AI Costs, Says Barclays: Retail In Wait-And-Watch Mode

A Barclays analyst views the job cuts to be "additive" to margins in the fiscal year 2026.

Microsoft Corp. (MSFT) has gained 10% over the two sessions since it reported its third-quarter results.&nbsp;Friday’s close of $435.28 meant <a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> has turned positive for the year with a year-to-date gain of 3.5%.Notwithstanding the investor optimism over the Satya Nadella-led company, an analyst downgraded the stock on Sunday. The Fly reported that research firm Phillip Securities downgraded the Microsoft stock to ‘Accumulate’ from ‘Buy’ but left the price target unchanged at $480.The firm attributed the downgrade to the stock rally amid the recent market upturn and the company’s earnings.Phillip Securities analysts, however, believe that Microsoft is strategically positioned to capitalize on the increasing demand for expensive artificial intelligence (AI) models, which in turn enhances the attractiveness of the Azure public cloud platform.The firm also sees minimal impact from the Trump tariffs, given Microsoft’s strong enterprise customer base and the accent on its cloud service.Microsoft stock is still trading off its all-time high of $467.70, hit on July 8, 2024.Last Wednesday, Microsoft reported a <a href="https://stocktwits.com/news-articles/markets/equity/microsoft-analysts-raise-price-targets-for-stock-after-2025-q3-beat/chLvTBhRbiq">solid third-quarter beat</a> and issued positive guidance. The company also said it expects strong Azure revenue growth and a sequential increase in capital spending.Following the results, Microsoft analysts hiked their price targets, with the new targets ranging from $475 to $550. Analysts called the quarter an “exceptional one.”On Stocktwits, retail sentiment toward the Microsoft was 'extremely bullish' (93/100) by early Monday, with the message volume at 'extrmeley high' levels.<figure class="image"><img style="aspect-ratio:618/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_05_at_5_15_25_AM_png_123c532766.webp" alt="Screenshot 2025-05-05 at 5.15.25 AM.png" width="618" height="52"><figcaption>MSFT sentiment and message volume, as of 5:16 a.m. ET, May 5 | source: Stocktwits</figcaption></figure>A retail investor called the stock as their “top stock pick” for May.<stembedurl>https://stocktwits.com/trading_momentum/message/613514858</stembedurl>Another user, however, said they would wait for the stock to dip on Monday to add more of it.<stembedurl>https://stocktwits.com/ballantine/message/613497910</stembedurl>On Stocktwits, retail sentiment toward Microsoft stock was ‘extremely bullish’ (93/100), with message volume at ‘extremely high’ levels.&nbsp;The Koyfin-compiled consensus price target for Microsoft stock is $505.76, implying an over 16% upside from Friday’s close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/retail-bulls-charge-ahead-of-palantir-2025-q1-earnings/chi5ukFRbKm">Retail Bulls Charge Ahead of Palantir's Q1 Earnings — Will the Stock Hit New Highs?</a>

A view of the Microsoft corporate logo in front of the Microsoft Office building on 41st street and 8th avenue on November 25, 2024 in New York City.

Microsoft Stock Lands Rare Downgrade After ‘Exceptional’ Quarter — But It Has Nothing To Do With Fundamentals: Retail’s Bullish

The firm believes that Microsoft is strategically positioned to capitalize on the increasing demand for expensive artificial intelligence models.

Microsoft Stock Lands Rare Downgrade After ‘Exceptional’ Quarter: Here’s Why

The firm believes that Microsoft is strategically positioned to capitalize on the increasing demand for expensive artificial intelligence models.


Microsoft Corp. (MSFT) shares jumped in Thursday’s premarket session after the software giant allayed investors’ fears with a resounding quarterly beat and upbeat outlook. The company also downplayed the impact of the ongoing tariff headwinds.Following the results, Wedbush’s Daniel Ives upped his price target for Microsoft stock to $515 from $475. The tech bull said, “MSFT delivered an Aaron Judge-like quarter featuring beats across the board with FY4Q25 guidance coming in stronger than expected.”&nbsp;The analyst noted that the company continued to capitalize on the artificial intelligence (AI) momentum across its tech stack.He highlighted the 33% year-over-year (YoY) revenue growth (35% in constant currency) for Azure - Microsoft’s public cloud business -&nbsp; which came in above the 31% consensus estimate. Rival Alphabet’s (GOOG) (GOOG) Google Cloud revenue was up a more modest 28%.CFO Amy Hood said on the call that fourth-quarter capital expenditure will rise sequentially from the $21.4 billion spent in the previous three-month period. It reaffirmed the $80 billion capex guidance for the fiscal year.Ives said this meant the company continued to double down on its AI monetization strategy.&nbsp;The company guided Azure's constant currency revenue growth of 34%-35% for the fourth quarter.Barclays also increased the price target for the stock to $494 from $430, The Fly reported, and maintained an ‘Overweight’ rating. Analysts at the firm said Microsoft has “significantly” surprised investors, which doesn't often happen with mega-cap techs.The firm expects the Azure reacceleration to drive shares higher from here.Q3 ResultsMicrosoft reported earnings per Share (EPS) of $3.46 and revenue of $70.07 billion for the third quarter of the fiscal year 2025, up from $2.94 and $61.86 billion a year ago.The results exceeded the Finchat-compiled consensus estimates of $3.22 and $68.44 billion, respectively.Revenue contribution from businesses:&nbsp;<ul style="list-style-type:circle;"><li>Productivity and Business Processes: $29.94B (10.4% YoY growth)</li><li>Intelligent Cloud: $26.75B (20.8%)</li><li>More Personal Computing: $13.37B (6.1%)</li></ul>&nbsp;Looking ahead, Microsoft guided to 11-12% constant currency growth for the Productivity and Business Processes business ($32.05B-$32.35B) and 20%- 22% growth for the Intelligent Cloud business ($28.75B-$29.05B).It expects More Personal Computing revenue to decline sequentially from $12.35 billion to $12.85 billion.Retail MoodOn Stocktwits, retail sentiment toward Microsoft stock was ‘extremely bullish’ (92/100) early Thursday, and the message volume was ‘extremely high.’<figure class="image"><img style="aspect-ratio:616/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_01_at_5_15_10_AM_png_019956b7f9.webp" alt="Screenshot 2025-05-01 at 5.15.10 AM.png" width="616" height="52"><figcaption>MSFT sentiment and message volume as of 5:16 a.m. ET, May 1 | source: Stocktwits</figcaption></figure>Following the third-quarter print, a bullish watcher said Microsoft was a “$550+ stock” trading at a discount.<stembedurl>https://stocktwits.com/stockdog88/message/613205262</stembedurl>Another user lauded the resilience of companies such as Microsoft. “So looks like the world doesn’t end with tariffs, and big tech is still in charge,” they said.<stembedurl>https://stocktwits.com/FBP/message/613191976</stembedurl>In the premarket session, Microsoft stock climbed 8.16% to $427.52. It is down 6% for 2025. and &nbsp;also trades well off the July 2024 all-time high of $468.35.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/qualcomm-issues-cautious-2025-q3-revenue-outlook-on-tariff-uncertainties/chLHCooRbiN">Qualcomm Issues Cautious Q3 Revenue Outlook On Tariff Uncertainties, But Retail Backs The Chipmaker</a>

Microsoft Analysts Raise Price Targets After Sizable Q3 Beat, Positive Guidance: Retail Optimism Abounds

CFO Amy Hood said on the call that fourth-quarter capital expenditure will rise sequentially from the $21.4 billion spent in the previous three-month period. 

IYM
iShares U.S. Basic Materials ETF

Feed

News

Sentiment

Fundamentals

Info

Latest IYM News

IYMiShares U.S. Basic Materials ETF