SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

APLD is trending after a strong earnings report and news of a massive AI lease deal, positioning the company as a key player in AI infrastructure. The community is excited about the potential for a short squeeze and analysts raising price targets, while also debating entry points and long-term prospects. Bullish sentiment is fueled by the company's growth in the AI data center space, with some comparing it to other high-flying stocks in the sector.

SEALSQ Corp. is a holding company, which engages in the security of microcontrollers. It operates through the following geographical segments: North America, Europe, Middle East, Africa, Asia Pacific, and Latin America. It focuses on authentication process, digital certification, and covering individual patents of semiconductors. The company was founded on April 1, 2022 and is headquartered in Cointrin, Switzerland.

SEALSQ Corp

SEALSQ ($LAES) is surging due to a strategic partnership focused on developing quantum-resistant chips for U.S. defense applications, fueling speculation about lucrative government contracts. The community is buzzing about the company's growth potential and comparing it to other players in the quantum computing space, with some investors believing LAES is undervalued and predicting a significant climb.

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 gaining traction as community members express excitement, referencing an imminent listing on Moonshot and calling for others to "RAGE" harder. Fueling the hype, some are alluding to potential breakouts and increased liquidity, while others point to the project's roots in OG internet meme culture. The community's focus remains on strong community building and promoting the idea of everyone making it.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending due to its potential for a short squeeze, driven by high short interest and growing optimism around its shift towards AI and high-performance computing. Community members highlight Google's backing and the company's advantageous position in the data center sector. Discussions also focus on TeraWulf's potential to catch up with sector peers like CIFR and IREN.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

Cleanspark is trending as the community discusses its potential for significant growth, drawing comparisons to IREN's valuation and anticipating news related to AI/HPC ventures. Bullish sentiment is fueled by the company's strong Bitcoin holdings, infrastructure ownership, and a recent mining update, with many expecting a run to higher price targets. Additionally, some are speculating on government involvement and the potential for a short squeeze.

GSR III Acquisition Corp engages in the merger, share exchange, asset acquisition, share purchase or reorganization with one or more businesses. The company was founded on May 10, 2023 and is headquartered in Austin, Texas.

GSR III Acquisition Corp. - Ordinary Shares- Class A

GSR III Acquisition Corp. Ordinary Shares

GSRT is trending due to the imminent ticker change to NKLR following its merger with Terra Innovatum, a micro-modular nuclear reactor developer; the change is expected to occur soon. Community members are excited about the potential, drawing comparisons to OKLO and highlighting the growing demand for nuclear energy. Discussions also include the stock's valuation relative to its peers and expectations for increased volume and volatility post-ticker change.

One and one Green Technologies. Inc - Ordinary Shares - Class A

YDDL is trending due to its recent IPO and subsequent volatile price action, with the stock experiencing significant gains and drops. The community is actively discussing its low float, high insider ownership, and potential for both further gains and significant losses, with some expressing concerns about it being a pump and dump. Some traders are also looking at other AI and Green Tech names like $APLD and $HIVE.

Zoracles

Zoracles ($ZORA) is trending due to a recent listing on Robinhood, driving increased volume and attention from new investors. The community is excited about the potential exposure to Robinhood's user base and the possibility of further listings on major exchanges. Some community members are drawing comparisons to social media platforms and anticipating a broader altcoin season.

Creative Media & Community Trust Corp. is a real estate investment trust that seeks to own, operate, and develop premier multifamily and creative office assets in vibrant and emerging communities throughout the United States. It operates through the following segments: Office, Hotel, and Lending. The Office segment consists of the rental of office space and other tenant services, including tenant reimbursements, parking, and storage space rental. The Hotel segment involves the operation of hotel properties. The Lending segment focuses on loans to small businesses. The company was founded in 1993 and is headquartered in Dallas, TX.

Creative Media & Community Trust

CMCT is trending as traders discuss its potential for a short squeeze and parabolic moves, given its low float. Community members are debating its volatile history, reverse splits, and the possibility of a pump and dump, while also noting its current uptrend. Some traders are speculating about a potential break above key price levels that could trigger further gains.

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

Serve Robotics is trending due to a recently announced multi-year strategic partnership with DoorDash, expanding its autonomous delivery services nationwide and beyond its existing Uber Eats collaboration. Community discussion revolves around the potential for significant growth and increased utilization of Serve's robot fleet, as well as the stock's short-term and long-term prospects in the robotics sector.

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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.


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Current Price	$148.72
Prev Close	$151.57
Open	$152.48
Dividend Yield	N/A
50-Day Moving Average	$146.96
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Avg. Volume	37,381.76
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52-Week High	$153.55
52-Week Low	$115.07
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