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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending due to a mixed reaction to its recent earnings report, where strong Q4 performance was overshadowed by a conservative Q1 outlook citing ongoing supply constraints. This has ignited a polarized community debate, with some investors seeing a buying opportunity in a strategic national asset backed by government initiatives, while others view it as an overvalued stock facing fundamental execution challenges amidst intense competition.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is actively trending amidst news of a TikTok US deal, with community discussion polarized between optimism for boosted cloud infrastructure and AI service growth, and significant concerns over the company's substantial debt load. Investors are debating whether this development will serve as a strong catalyst or if underlying financial pressures will limit its impact on the enterprise tech giant.

Direct Digital Holdings, Inc. engages in an end-to-end, full-service programmatic advertising platform, which focuses on advertising technology, data-driven campaign optimization and other solutions. It operates across multiple industry verticals such as travel, healthcare, education, financial services, and consumer products with an emphasis on small- and mid-sized businesses transitioning into digital with digital media budgets. The company was founded by Mark D. Walker and Keith W. Smith on June 21, 2018 and is headquartered in Houston, TX.

Direct Digital Holdings Inc - Ordinary Shares Class A

Direct Digital Holdings (DRCT) is witnessing substantial trading momentum, primarily fueled by its exceptionally high short interest and low public float, igniting widespread speculation about a potential short squeeze. The community is actively discussing the stock's 'parabolic' potential, with many anticipating significant upward pressure as short sellers may be compelled to cover positions. This activity places DRCT among other small-cap stocks that have recently seen dramatic surges following similar market dynamics and corporate actions like reverse stock splits.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire Corp is trending as investors focus on its strategic contributions to the "Golden Dome" missile defense initiative and its foundational role in the burgeoning space economy. The community highlights the company's undervaluation relative to peers, discussing its potential for significant upside and a short squeeze, even as institutional accumulation continues. This strong bullish sentiment persists, driven by confidence in Redwire's position in critical defense and space infrastructure.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending due to investor debate surrounding reports of a Chinese regulatory directive impacting its VMware software business and intensifying competition in custom chips. Despite strong fundamentals, an AI backlog, and multiple analyst upgrades, the community is polarized, with many expressing frustration over the stock's relative underperformance compared to semiconductor peers. Long-term holders are largely dismissing the current headwinds as market manipulation and are accumulating shares on the dip.

Movano, Inc. is a health-focused technology company. The firm uses non-invasive technology to enable individuals and their healthcare partners to measure and manage their health conditions. It offers solutions through the app, the cloud, the wearable, and the sensor. The company was founded by Michael Aaron Leabman in January 2018 and is headquartered in Pleasanton, CA.

Movano Inc

Movano Inc. is seeing significant trading interest following news that its merger partner, Corvex, has secured a long-term NVIDIA H200 GPU deployment, strongly linking the company to the booming AI infrastructure sector. Community discussions highlight the stock's ultra-low float as a prime factor for a potential short squeeze, leading to widespread speculation of substantial price movement. Bulls are aggressively pushing, anticipating strong momentum fueled by the AI narrative and limited shares, while some caution against a potential pullback.

Maase, Inc. engages in the provision of intelligent technology-driven family and enterprise services. It operates through the following business segments: Insurance Agency and Wealth Management. The Insurance Agency segment involves in providing agency services for distributing life and non-life insurance products on behalf of insurance companies. The Wealth Management segment offers financial advisory, investment planning, and asset management services for individuals, families, and corporate clients, utilizing data-driven insights and digital platforms to optimize financial outcomes. The company was founded by Hai Feng Yu on August 6, 2018, and is headquartered in Guangzhou, China.

Maase Inc. - Ordinary Shares - Class A

Highest Performances Holdings Inc. - ADR

MAAS is trending after strategic acquisitions, notably in AI-driven energy and a pivot into healthcare with scarce natural assets like wild ginseng. The community is actively debating if these moves signify a genuine transformation into a diversified technology leader or an overextended play, fueling volatility given its low float. This discussion is intensified by broader market sentiment favoring small-cap plays.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending following positive trial results for ANKTIVA in recurrent glioblastoma, where median overall survival has not yet been reached, signaling significant promise for a deadly cancer. Despite initial market reaction attributed by some to confusing press release wording, the community is highlighting the strong clinical data, alongside high short interest and borrow rates, as potential drivers for continued momentum.

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 is trending as reports circulate that Chinese officials have signaled major tech firms can prepare orders for its H200 AI chips, indicating a potential reopening of a crucial market for its advanced hardware. This development is fueling significant bullish sentiment among investors, eager for increased demand, although some observers remain cautious given the stock's recent struggle to break key resistance levels.

Sensei Biotherapeutics, Inc. is a clinical-stage biopharmaceutical company which focuses on the discovery, development, and delivery of next generation immunotherapies for the treatment of cancer and infectious diseases. The company was founded in 1999 and is headquartered in Rockville, MD.

Sensei Biotherapeutics Inc

Sensei Biotherapeutics is trending due to its exceptionally low share float, sparking intense speculative interest and discussions around a potential short squeeze. While many traders anticipate a rapid surge, a significant portion of the community warns of a "pump and dump," citing the company's publicly acknowledged plans to wind down operations and explore strategic alternatives.

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<ul class="summary-bullets"><li>She highlighted three takeaways from the IMF’s research on AI’s impact on jobs, with some positive and others concerning.</li><li>The IMF MD added that following the observations at a micro level, one in 10 jobs in advanced economies has already been enhanced by AI.</li><li>This has led to higher incomes for people whose jobs have been enhanced by AI.</li></ul>Kristalina Georgieva, International Monetary Fund’s Managing Director, on Friday warned that the impact of AI on the labor market will be akin to a tsunami.Speaking during a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=nwQcpl6Nsbw">panel discussion</a> on global economic outlook at the ongoing World Economic Forum in Davos, Switzerland, Georgieva said that the impact of AI on jobs will be significant. She also highlighted three takeaways from the United Nations agency’s research on the impact of AI on jobs.&nbsp;While some observations are positive, Georgieva noted that some of them also worry her.<h2 class="st-heading-2">Georgieva’s Three Observations</h2>1. Massive Transformation Of Demand For SkillsBased on the agency’s research, Georgieva stated that they expect AI to affect 60% of the jobs in advanced economies, while the number is pegged at 40% globally. She expects these jobs to either be enhanced, eliminated, or transformed.“This is like a tsunami hitting the labor market,” she said.&nbsp;2. What Is Happening With Jobs?The IMF MD added that following the observations at a micro level, one in 10 jobs in advanced economies has already been enhanced by AI.This has led to higher incomes for people whose jobs have been enhanced by AI. As a result, they are spending more money, leading to increased demand for low-skill jobs.However, it’s not all rosy. Georgieva added that tasks that are eliminated because of AI are usually what jobs at the entry-level present. As a result, young people seeking jobs are finding it more difficult to secure a placement.On the other hand, the jobs that aren’t touched by AI yet are now paying less, she added. “The middle class is inevitably going to be affected,” she said.Anthropic CEO Dario Amodei said during an interview at Davos this week that he has not changed his previous prediction that AI could eliminate half of white-collar jobs over the next five years.3. Where Are The Guardrails?The IMF MD expressed concerns about AI technology advancing rapidly, yet there are no guardrails to make it safe or inclusive.“My appeal is, wake up. AI is for real, and it is transforming our world faster than we are getting a handle on,” she said.<h2 class="st-heading-2">Bill Gates On AI Disrupting The Labor Market</h2>Earlier this month, Microsoft co-founder Bill Gates&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bill-gates-warns-ai-risk-of-bioterrorism-job-losses/cmU2KG3R4dS">warned</a> that AI has gotten good enough already that it is causing a disruption in areas like software development.While other areas like warehousing or phone support are not as impacted, he warned that once the AIs become more capable, the job disruption will be more immediate.“AI capabilities will allow us to make far more goods and services with less labor. In a mathematical sense, we should be able to allocate these new capabilities in ways that benefit everyone,” he said.Gates cautioned that the impact of AI on the job market will only grow over the next five years.Meanwhile, U.S. equities declined in Friday’s pre-market trade. At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was down by 0.02%, and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) fell 0.12%. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘bullish’ territory.The&nbsp;<a href="https://stocktwits.com/symbol/IYW">iShares U.S. Technology ETF</a> (IYW) was flat, while the&nbsp;<a href="https://stocktwits.com/symbol/IGM">iShares Expanded Tech Sector ETF</a> (IGM) was down by 0.01% at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-reportedly-signals-green-light-for-nvidia-h200-chips-nvda-stock-rises-pre-market/cmyRcM8R4g3">China Reportedly Signals Green Light For Nvidia H200 Chips — NVDA Stock Rises Pre-Market</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Kristalina Georgieva, Managing Director of the International Monetary Fund (IMF), speaks at a press conference

IMF’s Georgieva Warns AI Will Hit Jobs ‘Like A Tsunami’ – And Could Disrupt 60% Of Roles In Advanced Economies

Speaking at a panel on the global economic outlook at the ongoing World Economic Forum in Davos, Switzerland, Georgieva said the impact of AI on jobs will be significant.

Equity

Apple Inc. (AAPL) has reportedly roped in hardware chief John Ternus into design work, widening his role to include him in one of the company’s most critical functions.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-22/apple-hardware-chief-john-ternus-now-overseeing-design-tim-cook-ceo-succession">report</a> from Bloomberg, citing people familiar with the matter, CEO Tim Cook pulled in Ternus to manage Apple’s design teams at the end of last year.Ternus is now considered the “executive sponsor” within the company for all designs on Cook’s management team, as per the report.The expansion comes amid reports that Apple is eyeing the hardware chief to succeed Cook, if he decides to step down.<a href="https://stocktwits.com/symbol/AAPL">Shares of AAPL</a> rose about 0.28% at the time of writing.&nbsp;<h2 class="st-heading-2">Ternus At Apple</h2>With Ternus now overseeing design, it brings the leader into the realm of software as well as hardware, a responsibility that has often been awarded only to senior leaders. The expanded role will transition to Ternus being a bridge between Apple’s design and hardware products.Ternus will not be the final decision-maker for design, as per the report. These will likely be made by consensus, as has been the norm for several years now.&nbsp;Craig Federighi, heading software engineering, is considered to influence software design substantially, while marketing head Greg Joswiak also has a strong say, as per the report. Ternus has so far been part of the process from the hardware engineering side.However, Apple’s design team heads are still reporting directly to Cook, both internally as well as in the company’s public disclosures, as per Bloomberg’s report. The arrangement that involves Ternus overseeing design teams at Apple while still having them technically report to Cook is seen as a strange arrangement by Apple’s employees, according to the report.&nbsp;Yet, it is Cook’s decision to do so, in an attempt to give Ternus increased exposure to more operations in the company, as per the people cited in the report. Despite the added responsibilities for Ternus, there are no other indicators that Cook will step down any time soon, as per the report.<h2 class="st-heading-2">Succession Plan</h2>According to an earlier <a href="https://stocktwits.com/news-articles/markets/equity/apple-hardware-engineering-head-john-ternus-could-be-ceo-after-tim-cook-report/cmUbg8rR45e">report</a> from The New York Times, Apple has been accelerating its succession plans for Cook since 2025, as the long-time chief has been looking to reduce his workload. Cook is likely to stay on as the chairman of Apple’s board if he decides to step down, as per the report.Ternus, the youngest member of the tech giant’s executive leadership team, is considered to be among the front-runners for the role.Apart from Ternus, Apple’s chief operating officer, Sabih Khan, is also being considered for the role, according to Bloomberg. Former COO Jeff Williams, who stepped down last year, is another contender to succeed Cook, as per the report.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around AAPL shares remained in the ‘bullish’ territory over the past day amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_23_at_2_31_50_AM_png_fae80fbc3d.webp" alt="Screenshot 2026-01-23 at 2.31.50 AM.png" width="1281" height="155"></figure>&nbsp;Shares of AAPL gained over 11% in the last year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

06 June 2022, US, Cupertino: John Ternus, Apple Senior Vice President of Hardware Engineering, introduces the new M2 microprocessor (Photo by Christoph Dernbach/picture alliance via Getty Images)

Apple Scales Hardware Chief John Ternus’ Role To Design Amid CEO Candidacy Rumors: Report

According to a report from Bloomberg, CEO Tim Cook pulled in Ternus to manage Apple’s design teams at the end of last year. 

<ul class="summary-bullets"><li>Campos, the code name for the chatbot, will replace Siri in its current interface, as per the report.&nbsp;</li><li>The new chatbot will surpass current Siri capabilities, including a 2026 update.</li><li>According to a separate report from The Information, Apple is developing an AI-driven wearable pin that could come to market as soon as 2027.</li></ul>Apple Inc. (AAPL) is reportedly planning to overhaul its smart assistant Siri into an artificial intelligence chatbot later this year.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-21/ios-27-apple-to-revamp-siri-as-built-in-iphone-mac-chatbot-to-fend-off-openai">report</a> from Bloomberg that cited people familiar with the matter, the chatbot will be embedded deeply into Apple’s iPhone, iPad, and Mac operating systems. Campos, the code name for the chatbot, will replace Siri in its current interface, the report added.The chatbot capabilities are likely to come later in the year, as per the report. Apple is looking to reveal the chatbot in June at its Worldwide Developers Conference and release it later in September, according to the people cited by Bloomberg.Shares of AAPL were up 0.39% at the time of writing.<h2 class="st-heading-2">The Campos Chatbot</h2>The move will push Apple deeper into the generative AI space, dominated by OpenAI and Google at present. The new chatbot will surpass current Siri capabilities, including a 2026 update, as per the report.Users will be able to activate the new chatbot service just as they do with Siri now, saying “Siri” or by pressing and holding the side button on their iPhone or iPad.Campos, which will support both voice and text input, will be the flagship new feature across Apple’s next-generation operating systems. Apple plans to embed it into iOS 27 and iPadOS 27, code-named Rave, as well as macOS 27, which is internally called Fizz, according to Bloomberg. Apart from the chatbot interface, Apple’s operating systems won’t see any other big changes this year.Within the company, the chatbot is being tested as a standalone Siri app, similar to ChatGPT’s and Gemini’s App Store versions. The company will not offer that to customers yet, as per the report. Instead, Campos will be integrated across its operating systems, like Siri, as per Bloomberg.<h2 class="st-heading-2">Apple’s Wearable Pin</h2>Apple is reportedly developing an AI-driven wearable pin about the size of an AirTag, featuring multiple cameras, along with a speaker, microphones, and wireless charging.The device could come to market as soon as 2027, according to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/apple-developing-ai-wearable-pin?utm_campaign=article_email&amp;utm_content=article-16439&amp;utm_medium=email&amp;utm_source=sg">report</a> from The Information that cited people familiar with the project.The development is reportedly in very early stages and could potentially be canceled as well. However, Apple seeks to push this forward faster than usual in a bid to stay ahead of OpenAI, as per the report. The company plans to make about 20 million units at launch.The AI push comes as OpenAI is working on its own AI-powered devices including earbuds, Meta Platforms is selling AI-assisted smart glasses, and Google is planning its own smart glasses, in partnership with Samsung.The iPhone maker is working on other pin AI-powered products, including AirPods with enhanced sensors, a security camera, smart glasses, and augmented reality glasses, The Information said, citing people familiar with the projects. The company is also developing a home product with a small display, speakers, and a robotic swiveling base that will have AI features and is looking to release it as soon as this spring, as per the report.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AAPL">AAPL shares</a> was in the ‘bullish’ territory amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_22_at_2_54_11_AM_png_10f78cd19a.webp" alt="On Stocktwits, retail sentiment around AAPL shares was in the ‘bullish’ territory amid ‘high’ message volumes." width="1284" height="146"></figure>&nbsp;Shares of AAPL have gained over 11% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

The Apple Intelligence logo is being displayed on a smartphone, with the Apple Siri logo in the background. (Photo by Nikolas Kokovlis/NurPhoto via Getty Images)

Apple Pushes Further Into AI With Chatbot Plans, Wearable AI Pins: Reports

According to a report from Bloomberg, Apple is looking to reveal the chatbot in June at its Worldwide Developers Conference and release it later in September.

<ul class="summary-bullets"><li>As per the website, 36% of users reported issues with Sharepoint, 36% reported Server Connection issues, and another 28% reported issues with Exchange.&nbsp;</li><li>The company said on X that its investigation indicates a possible third-party networking issue may be affecting access to its services for some users.</li><li>At the time of writing, outage reports on Downdetector across locations in the U.S. declined.&nbsp; &nbsp;</li></ul>Several services of Microsoft (MSFT) 365, including Teams and Outlook, were down on Wednesday, according to the service-tracking website Downdetector.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_21_at_12_44_02_PM_png_4aa44f5bd4.webp" alt="Microsoft 365 outage reports on Downdetector" width="1520" height="635"><figcaption>Microsoft 365 outage reports on Downdetector | Downdetector</figcaption></figure>&nbsp;As of 12:05 PM EST, Downdetector showed 1,351 users reported issues while using Microsoft services. 36% of those users reported issues with Sharepoint, 36% reported Server Connection issues, and another 28% reported issues with Exchange.<h2 class="st-heading-2">Company’s Response</h2>Microsoft <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MSFT365Status/status/2014023119376146476">said</a> in a post on X that the company is investigating the issue affecting Microsoft 365 services.Later, the company said that its investigation indicates a possible third-party networking issue may be affecting access to its services, including Teams and Outlook, for some users.At the time of writing, outage reports on Downdetector across locations in the U.S. declined. “Access issues for Microsoft 365 services, including Teams and Outlook, have been resolved. We’ve determined that the Microsoft service environment remained healthy, and that the incident was related to a third-party network issue,” the company said.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_22_at_12_15_30_AM_png_5c0b187122.webp" alt="Microsoft's response. " width="1186" height="983"></figure>Earlier, on Jan. 16, the company investigated another issue with Microsoft Copilot in the North America region. The company resolved the issue shortly after, confirming in an X post that an internal test determined the original problem was due to a configuration change to the service.<h2 class="st-heading-2">Other Recent Outages</h2>Earlier on Wednesday, several <a href="https://stocktwits.com/news-articles/markets/equity/is-yahoo-down-current-status/cmUDHLPR4f1">Yahoo services</a>, including its search engine, Yahoo Finance, Yahoo Mail, and AOL, were down. The company acknowledged the outage on X and fixed the issue impacting access to its products.Recently, many other internet services, including social media platform X and OpenAI’s ChatGPT, faced outages.<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/MSFT">MSFT shares</a> slipped to ‘bullish’ from ‘extremely bullish’ territory amid ‘high’ message volumes.One user noted the outage, calling it ‘endless bad news’ for the company.<stembedurl>https://stocktwits.com/Mr_Monday_Night/message/642453357</stembedurl>&nbsp;Shares of MSFT have gained about 2.7% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

In this photo illustration the Microsoft logo is displayed on a mobile phone screen in Ankara, Turkiye on October 11, 2025.

Microsoft 365 Services Recover After Outage — What Caused The Issue?

Service-tracking website Downdetector indicated a massive spike in reports of Microsoft 365 issues on Wednesday.

Siri to Get Smarter With Gemini: The ETF Playbook for Investors

Apple teams up with Google's Gemini to supercharge Siri, creating a win-win AI deal and pointing investors toward tech ETFs for diversified exposure.

<ul class="summary-bullets"><li>Apple’s shipment surge was driven by strong sales of the iPhone 17 series and continued demand for the iPhone 16.</li><li>Looking ahead, Counterpoint predicts a slowdown in 2026 due to rising DRAM and NAND costs.</li><li>Memory now accounts for over 10% of the iPhone 17 Pro Max bill of materials, compared with just 8% in the iPhone 12 Pro Max in 2020.</li></ul>Apple Inc. (AAPL) grabbed 20% of the global smartphone market in 2025, boosted by the launch of the iPhone 17, but faces a potential 50% spike in DRAM prices as AI data centers compete with smartphones for memory bandwidth,&nbsp;according to the latest industry data.According to market research&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://counterpointresearch.com/en/insights/global-smartphone-shipments-grew-2-percent-YoY-in-2025">firm&nbsp;</a>Counterpoint Research,&nbsp;worldwide smartphone shipments rose by 2% year-over-year in 2025, fueled by strong interest in high-end devices and growing adoption of 5G in emerging economies.<h2 class="st-heading-2">Apple Tops Market Share</h2>Apple’s 2025 shipments marked 10% year-on-year increase, the highest growth among the top five brands. The research firm attributed the success to strong sales of the iPhone 17 series and continued demand for the iPhone 16 in regions such as Japan, India, and Southeast Asia.Analyst Varun Mishra noted that the pandemic-era upgrade cycle also contributed to a surge in replacement demand.<blockquote>“Apple’s growth in 2025 was driven by its expanding presence and rising demand across emerging and mid‑size markets, supported by a stronger product mix.”- Varun Mishra, Senior Analyst, Counterpoint Research&nbsp;</blockquote><a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> inched 0.1% lower in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume changed to ‘high’ from ‘extremely high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_12_074320_png_19b67ebd59.webp" alt="AAPL’s Sentiment Meter and Message Volume as of 07:45 a.m. ET on Jan. 12, 2026 | Source: Stocktwits" width="928" height="104"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 07:45 a.m. ET on Jan. 12, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">2026 Outlook&nbsp;</h2>Looking ahead, Counterpoint predicts a slowdown in 2026 due to rising DRAM and NAND costs and the prioritization of AI data center components over smartphone production.<blockquote>“The global smartphone market is set to soften in 2026 amid DRAM/NAND shortages and rising component costs, as chipmakers prioritize AI data centers over smartphones.”-Tarun Pathak, Research Director, Counterpoint Research</blockquote>For instance, memory now accounts for over 10% of the iPhone 17 Pro Max bill of materials, compared with just 8% in the iPhone 12 Pro Max in 2020. Flagship devices. The firm predicted that memory costs could rise by 40%-50% in the fourth-quarter of 2025, with similar growth projected in the first-quarter of 2026 and around 20% in the second-quarter.&nbsp;However, Pathak stated that Chinese OEMs focusing on low-end devices may feel the greatest pressure, while Apple and Samsung are expected to remain more resilient due to strong supply chains and premium positioning.AAPL stock has gained over 10% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-soun-stock-rising-premarket-today/cmU9USqR4ET">Why SOUN Stock Is In The Spotlight Today — What Is The Link With CES?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

New Apple iPhone 17 Pros are displayed during an Apple special event at Apple headquarters.

Apple Captures 20% Of Global Smartphone Market, But Rising Memory Costs Cast Shadow On 2026 Growth 

According to market research firm Counterpoint Research, Apple’s 2025 shipments marked 10% year-on-year increase, the highest growth among the top five brands.

ETFs to Consider Amid Geopolitical Woes and Higher US Military Budget 

Trump's $1.5T military budget and rising global tensions could lift defense ETFs and spill over into cybersecurity, AI, manufacturing and space ETFs.

<ul class="summary-bullets"><li>Gates cautioned that an even greater risk than a pandemic today is the use of AI by bad actors to design a bioterrorism weapon.</li><li>The Microsoft co-founder added that AI has already become good enough to cause disruption in areas such as software development.</li><li>He cautioned that the impact of AI on the job market will only grow over the next five years.</li></ul>Microsoft co-founder Bill Gates on Friday warned about two major risks posed by artificial intelligence (AI) technology — bioterrorism and the disruption to the job market.In a blog post, Gates said that there is no upper limit to how intelligent AI technology can become or how good robots will become. This comes at a time when some AI startups, such as OpenAI, are working to achieve artificial general intelligence (AGI), while companies like Tesla are developing humanoid robots.“When people in the AI space predict that AGI or fully humanoid robots will come soon and then those deadlines are missed, it creates the impression that these things will never happen,” Gates said, warning against becoming complacent about the risks posed by AI.<h2 class="st-heading-2">Risk Of Bioterrorism</h2>Gates cautioned that an even greater risk than a pandemic today is the use of AI by bad actors to design a bioterrorism weapon.He recalled his 2015&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=6Af6b_wyiwI">TED Talk</a>, in which he warned that the world was not prepared to handle a pandemic.Five years later, the COVID-19 pandemic struck, resulting in the death of more than seven million people worldwide, according to the World Health Organization.<h2 class="st-heading-2">Disruption Of The Job Market</h2>The Microsoft co-founder added that AI has gotten good enough that it is already causing disruption in areas like software development. While other areas, like warehousing or phone support, are not as affected, he warned that once the AIs become more capable, the job disruption will be more immediate.“AI capabilities will allow us to make far more goods and services with less labor. In a mathematical sense, we should be able to allocate these new capabilities in ways that benefit everyone,” he said.He cautioned that the impact of AI on the job market will only grow over the next five years.“Both are real risks that we need to do a better job managing. We’ll need to be deliberate about how this technology is developed, governed, and deployed,” Gates said.Meanwhile, U.S. equities gained in Wednesday’s opening trade. At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was up by 0.28%, while the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) rose 0.27%. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘bullish’ territory.The&nbsp;<a href="https://stocktwits.com/symbol/IYW">iShares U.S. Technology ETF</a> (IYW) was up 0.33%, while the&nbsp;<a href="https://stocktwits.com/symbol/IGM">iShares Expanded Tech Sector ETF</a> (IGM) was up 0.61% at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-jobs-employment-report-december-2025/cmU2hD6R4dW">December Jobs Report Shows Lower Than Expected Rise In Payrolls, Unemployment Rate Inches Lower</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bill Gates attends the Clinton Global Initiative 2024 Annual Meeting at New York Hilton Midtown

From Bioterrorism To Job Losses: Bill Gates Says Real AI Risks Will Hit Sooner Than Most People Expect

In a blog post, Gates said there is no upper limit to how intelligent AI technology can become or how good robots will become.

<ul class="summary-bullets"><li>The offerings are designed to unify fragmented retail processes into a joined system that anticipates needs and acts autonomously.</li><li>Among the new features is Copilot Checkout, which enables shoppers to complete purchases directly within conversations.</li><li>Microsoft also introduced Brand Agents for Shopify merchants and a customizable shopping agent template in Copilot Studio.&nbsp;</li></ul>Microsoft Corp. (MSFT) on Thursday launched a suite of agentic AI solutions designed to change and aid how retailers operate, engage customers, and drive sales.&nbsp;The new tools seek to automate workflows across merchandising, marketing, fulfillment, and store operations, giving retailers a connected chain of intelligence to improve efficiency, speed, and customer relevance.<h2 class="st-heading-2">AI-Driven Retail&nbsp;</h2>The offerings are designed to unify fragmented retail processes into a joined system that anticipates needs and acts autonomously. By equipping teams with context-aware tools, the solutions aim to help in the industry’s shift toward intelligence-driven operations.&nbsp;Among the new features is Copilot Checkout, which enables shoppers to complete purchases directly within conversations without leaving Copilot to go to shopping sites. Partners supporting the system include PayPal, Shopify, and Stripe.&nbsp;<blockquote>“Copilot Checkout can move a customer from intent to transaction in seconds, all without leaving the conversation.”-Mani Fazeli, VP of Product, Shopify</blockquote><a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> traded over 1% lower on Thursday premarket. On Stocktwits, retail sentiment around the stock changed to ‘neutral’ from ‘bearish’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_08_114536_png_0b1fc496e5.webp" alt="MSFT’s Sentiment Meter and Message Volume as of 11:45 a.m. ET on Jan. 8, 2026 | Source: Stocktwits" width="933" height="101"><figcaption>MSFT’s Sentiment Meter and Message Volume as of 11:45 a.m. ET on Jan. 8, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Brand Agents&nbsp;</h2>Microsoft also introduced Brand Agents for Shopify merchants and a customizable shopping agent template in Copilot Studio. The agents provide advanced capabilities like outfit building, real-time recommendations, and cross-channel interactions.The tech giant’s catalog enrichment agent in public preview can extract product attributes, enhance data with social insights, and automate onboarding and categorization tasks.&nbsp;Like its peers Microsft has been heavily investing in building its AI capabilities and partnerships. In 2025,&nbsp;the company disclosed a record $35 billion capital expenditure to build out its AI infrastructure. The tech giant’s $10 billion investment in Portugal and a $17.5 billion commitment in India reflect its diversified bet on AI and its capabilities to change how businesses function worldwide.&nbsp;On Thursday, Wells Fargo revised its price target for the stock, lowering it to $665 from $700 while maintaining an ‘Overweight’ rating, according to TheFly. The firm highlighted that artificial intelligence remains a central driver of the technology sector in 2026, suggesting sustained investor interest despite near-term valuation adjustments.MSFT stock has gained over 12% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-kratos-defense-stock-surge-today/cmUbf6oR45c">Why Did Kratos Defense Stock Surge 17% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Screens show the logo of Microsoft and its AI service Copilot. 

Microsoft’s AI-Powered Shopping Agents Aim To Streamline Retail Operations

The new tools seek to automate workflows across merchandising, marketing, fulfillment, and store operations, giving retailers a connected chain of intelligence.

<ul class="summary-bullets"><li>In early December, President Trump approved the export of the H200 chip to China.</li><li>Chinese companies have reportedly placed orders for over two million H200 chips.</li><li>Nvidia CEO Jensen Huang said demand in China for the company’s H200 AI chips is very strong.</li></ul>China has reportedly instructed several domestic technology firms to pause new orders for advanced artificial intelligence chips made by Nvidia Corp. (NVDA), signaling a possible shift in China’s procurement strategy for high-end computing hardware.&nbsp;The move comes amid broader efforts by Chinese authorities to strengthen reliance on locally produced semiconductor technology.<h2 class="st-heading-2">Orders For Nvidia’s H200 Face Scrutiny</h2>According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/china-asks-tech-firms-halt-orders-nvidias-h200-chips-information-reports-2026-01-07/">report</a>, Chinese officials have asked companies to stop purchasing Nvidia’s H200 processors.&nbsp;In early December, President Trump approved the export of the H200 chip to China, provided that a 25% fee is paid. The H200 is considered the second-most powerful Nvidia chip approved for export and remains the highest-level graphics processor permitted under current U.S. regulations.&nbsp;Following the lifting of the export ban, Chinese companies have reportedly placed orders for over 2 million H200 chips, scheduled for delivery in 2026, far higher than the roughly 700,000 units Nvidia can currently supply.<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> traded over 1% higher on Wednesday mid-morning. On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day amid a ‘high’ message volume level.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_07_113824_png_3fbfd08aa2.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 11:30 a.m. ET on Jan. 7, 2026 | Source: Stocktwits" width="927" height="103"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 11:30 a.m. ET on Jan. 7, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Strategic Stakes For Both Sides</h2>China has long sought to reduce dependence on foreign semiconductor suppliers, particularly as AI becomes central to economic and military competitiveness.&nbsp;Nvidia has encountered growing challenges in China in recent years, particularly after the U.S. government imposed export limits on high-end chips. To adapt, the company developed a tailored version of its chip for the Chinese market, named the H20, intended to comply with the rules.The latest development comes even as Nvidia CEO Jensen Huang said demand in China for the company’s H200 AI chips is very strong and that the company has restarted production and is finalizing export approvals with U.S. officials, according to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/06/huang-nvidia-seeing-very-high-demand-for-h200-ai-chips-from-china.html">report</a>.&nbsp;NVDA stock has gained over 35% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/roblox-tightens-safety-rules-with-global-age-verification-push-retail-chatter-spikes-700-in-24-hours/cmxzdrZR42X">Roblox Tightens Safety Rules With Global Age Verification Push: Retail Chatter Spikes 700% In 24 Hours</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen.

China Reportedly Asks Domestic Companies To Pause On Nvidia H200 Chip Orders

The move comes amid broader efforts by Chinese authorities to strengthen reliance on locally produced semiconductor technology.

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

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