SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

TOSHI

TOSHI.X is trending as the community anticipates potential exchange listings and discusses recent price action, including overcoming resistance levels and dropping a zero. Many community members express excitement and encourage others to buy and hold, while some caution against potential volatility. Talk centers around TOSHI potentially becoming a leading meme coin on the Base network.

BigBear.ai Holdings, Inc. engages in data-driven decision dominance and advanced analytics that provide its customers with a competitive advantage in a world driven by data that is growing in terms of volume, variety, and velocity. The firm operationalizes artificial intelligence and machine learning at scale through its end-to-end data analytics platform. It deploys its observe, orient and dominate products to customers throughout the defense, intelligence, and commercial markets. The company was founded in 2020 and is headquartered in McLean, VA.

BigBear.ai Holdings Inc

BigBear.ai is trending as community members discuss potential government contracts and recent large volume. Some traders are pointing to a congresswoman's stock purchase and Goldman Sachs increasing its position as bullish signals, while others highlight the company's AI technology and government ties. Community members are speculating on possible catalysts and price movements for the stock.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan Chase is trending due to a mix of factors, including positive analyst sentiment and discussions around potential government investment in various sectors. Community members are actively discussing Jim Cramer's bullish outlook, which suggests JPM could be the next trillion-dollar stock, as well as the company's expansion plans in Asia. Additionally, JPMorgan's potential involvement in upcoming IPOs and its strategic partnerships, including data access agreements and crypto-related ventures, are generating buzz.

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 following an analyst upgrade from UBS and anticipation surrounding NIO Day, with the launch of the new ES8 model. The community is focused on the company's potential to capture a larger share of the EV market and whether the stock can sustain its recent upward momentum, potentially leading to a short squeeze. Some are drawing comparisons to other EV companies while awaiting key catalysts in the coming days.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is trending as chatter revolves around expansion plans, particularly in the US with the opening of new stores in NYC, and potential franchise opportunities. Community members are discussing its growth relative to competitors like Starbucks and Dutch Bros, especially given China's growing coffee market. Some investors speculate about a potential relisting and the impact of a Starbucks China sale.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining ($CIFR) is trending as investors speculate on a potential deal with a major hyperscaler for its AI data center capacity, similar to recent deals in the sector. Community members are actively discussing entry points, options strategies given the high implied volatility, and comparing $CIFR to peers like $WULF and $IREN. Bullish sentiment is fueled by analysts raising price targets and the belief that the company is undervalued given its infrastructure and potential in the AI space.

Tidal Trust II - YieldMax MSTR Option Income Strategy ETF

YieldMax MSTR Option Income Strategy ETF

MSTY is trending as investors discuss its correlation with MSTR and Bitcoin, focusing on potential gains from Bitcoin's rise. Community members are weighing the ETF's high yield against concerns about NAV erosion and debating whether to buy, hold, or sell. The potential inclusion of MSTR in the S&P 500 is also driving conversation, with some anticipating a positive impact on MSTY.

Regencell Bioscience Holdings Ltd. engages in the research, development, and commercialization of traditional Chinese medicine. It seeks the treatment of neurocognitive disorders and degeneration, specifically attention deficit hyperactivity disorder and autism spectrum disorder. The company was founded by Yat-Gai Au on October 30, 2014 and is headquartered in Hong Kong.

Regencell Bioscience Holdings Ltd

Regencell Bioscience is trending as traders discuss its potential for another volatile run, drawing comparisons to its previous dramatic surge. Community members are pointing to its low float and high insider ownership as potential catalysts, while some caution about the stock's fundamentals. Discussions also involve identifying other stocks that could emulate RGC's past performance.

Kura Oncology, Inc. operates as a clinical-stage biopharmaceutical company, which engages in the research and development of medicines for the treatment of cancer. Its pipeline includes Tipifarnib, which is a Farnesyl transferase inhibitor for HRAS Mutant Solid Tumors, Chronic Myelomonocytic Leukemia, KO-947, which is an ERK inhibitor for MAPK Pathway Tumors, and KO-539, which is a Menin MLL inhibitor for acute leukemias. The company was founded by Troy E. Wilson, Yi Liu, Pingda Ren and Antonio Gualberto on August 22, 2014 and is headquartered in San Diego, CA.

Kura Oncology Inc

Kura Oncology is trending due to anticipation surrounding upcoming data releases for its lead drug candidate, ziftomenib, particularly its potential in treating AML. Community discussions revolve around recent trial data, the company's financial position, and speculation about a potential buyout, with some expressing concerns over past dilution. Bullish sentiment is fueled by insider buying, positive analyst ratings, and the drug's potential for accelerated FDA approval.

Hut 8 Corp. operates as a Bitcoin miner that focuses on mining. It provides digital asset mining, hosting, and managed infrastructure operation services. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

HUT is trending as the community discusses its potential in the AI and HPC sectors, drawing comparisons to other data center plays like IREN and WULF. Bullish sentiment is fueled by upcoming events, such as the American Bitcoin IPO, and the stock's ability to hold its value amidst Bitcoin volatility. Some traders are closely monitoring technical indicators, anticipating a breakout towards higher price targets.

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Bitcoin

Ethereum

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Ripple

Dogecoin

Cardano

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

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Should You Invest in the iShares U.S. Basic Materials ETF (IYM)?

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.


BlackRock Institutional Trust Company N.A. - iShares U.S. Basic Materials ETF

Cut 25 bps

Cut 50+ bps

No change

Hike 25 bps

It’s Fed Decision Week. Polymarket gives a 90% chance of a 25 bps cut. What’s your call? 
 
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Current Price	$148.09
Prev Close	$149.03
Open	$149.35
Dividend Yield	N/A
50-Day Moving Average	$145.88
Beta	N/A
Avg. Volume	8,976.48
PE Ratio	N/A

52-Week High	$153.55
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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