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AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending amid significant price volatility, with community chatter focused on identifying the bottom and anticipating the next launch catalyst. Concerns around potential delays and market manipulation are contrasted by bullish arguments highlighting institutional ownership and long-term potential in the space-based mobile network sector. Investors are closely watching for company announcements and launch dates to drive future price movement.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

WBD is trending amid speculation around potential acquisition bids, particularly with a deadline approaching, fueling community discussion about possible outcomes and deal prices. Massive blocks of purchases are being noted, with chatter focusing on potential market manipulation and the involvement of key players like Comcast and Paramount Skydance.  News of HBO renewing a Game of Thrones series has also sparked some positive sentiment.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is trending amid discussions about the potential impact of SNAP benefit suspensions due to the government shutdown, with community members debating whether this will significantly hurt the retailer. Recent earnings and future guidance are also hot topics, alongside Walmart's strengths as a consumer staple during uncertain economic times. Additionally, the stock's technical patterns, like head and shoulders formations, are being analyzed for potential trading strategies.

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 is trending as the community debates whether its recent surge is overextended, despite a UBS price target boost. The stock's movements are tied to the broader AI narrative, particularly rising memory prices and potential supply constraints driven by demand for AI data centers. Traders are closely watching for management comments at an upcoming conference and Nvidia's earnings report for further catalysts.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia's post-earnings stock movement is driving intense discussion, with the community debating whether concerns of an AI bubble are justified despite strong earnings and guidance. Some believe the sell-off is tied to broader market weakness and crypto liquidations, while others point to potential accounting issues or an impending recession. Despite varied opinions, analysts generally remain bullish, with many reiterating "Outperform" ratings.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending downwards as community members discuss concerns around potential market manipulation and an AI bubble, especially following earnings. Traders are debating whether to buy the dip or prepare for a larger correction, while monitoring key support levels. Some are pointing to macro factors like interest rate expectations and geopolitical concerns as potential catalysts for further volatility.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending as investors discuss the stock's continued decline despite positive developments, including licensing its autonomous driving chip. Community sentiment is mixed, with some expressing frustration and calling for action, while others remain hopeful and see the low price as a buying opportunity. Some investors speculate about market manipulation and the potential for a short squeeze, while others see a bleak future ahead.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing volatility, sparking debates about potential double tops and the possibility of further declines, with some speculating about drops to significantly lower levels. Community sentiment is mixed, ranging from concern over losses to opportunistic buying strategies, while others reference past market cycles and potential future black swan events. Broader discussions include quantum computing threats, the influence of large holders, and the impact of macroeconomic factors.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

TQQQ is trending due to market volatility following mixed earnings reports from major tech companies and uncertainty surrounding interest rates and trade relations. Traders are actively discussing potential support and resistance levels, as well as strategies for navigating the current market swings. The overall sentiment appears cautiously optimistic, with many anticipating a potential rebound.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares

Direxion Daily Semiconductor Bull 3X Shares

SOXL is seeing volatile trading as investors debate the sustainability of the AI-driven semiconductor rally. Community members are closely watching for a potential market correction, with some anticipating a significant drop while others remain bullish on the sector's long-term prospects. NVIDIA's upcoming earnings and overall market sentiment are expected to be key drivers for SOXL's near-term performance.

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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.

Current Price	$141.23
Prev Close	$143.51
Open	$144.47
Dividend Yield	N/A
50-Day Moving Average	$146.76
Beta	N/A
Avg. Volume	29,764.30
PE Ratio	N/A

52-Week High	$152.55
52-Week Low	$115.07
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A
Enterprise Value/EBITDA	N/A

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