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Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune (ALT) is experiencing significant trading volume and community buzz, driven by strong speculation of a potential buyout or strategic partnership in the active MASH and obesity drug sector. Investors are actively discussing the company's Breakthrough Therapy Designation for its Pemvidutide asset, emphasizing its "best-in-class" profile and unique GLP1/glucagon mechanism that aims to preserve lean muscle. The community widely believes the stock is currently undervalued and anticipates further upside momentum and a potential short squeeze.

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 highly active following its recent earnings, which showed a beat on top and bottom lines but a conservative near-term guidance due due to persistent supply constraints and manufacturing hurdles. This has triggered a sharp sell-off, with the community sharply divided between those who believe it's an overreaction and a strategic long-term buying opportunity given its foundry aspirations and government support, versus those who view it as a "meme stock" struggling with execution against its chip sector rivals.

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 due to its recent acquisitions, notably Huazhi Future and Carve Group, which signal a profound transformation into an AI-first infrastructure and healthcare biotech company. The community is actively discussing how these moves establish a proprietary "AI brain" for its physical assets and scarce natural resources, potentially leading to a significant valuation re-rating. This strategic pivot positions MAAS at the intersection of the accelerating AI and health megatrends, despite ongoing discussions around execution risk and share dilution.

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 heavily discussed following news that its merger partner, Corvex, secured a long-term NVIDIA H200 GPU deployment to scale AI infrastructure. This development, coupled with MOVE's extremely low float, is sparking intense community debate, with many anticipating a substantial short squeeze while others caution that the NVIDIA association may be overhyped and warn of potential dilution.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is actively discussed due to its significant AI capital expenditure in Azure and partnerships, prompting community debate over its future monetization strategies. While many are positioning for a strong rally ahead of upcoming earnings, others express caution following recent price weakness and service outages. This divergence fuels conversation on whether the current valuation presents a compelling buying opportunity or reflects underlying challenges.

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 garnering significant attention as news about the finalized TikTok US deal circulates, positioning the company as a key player in the social media app's future operations. While many in the community anticipate a strong upward move, viewing it as a substantial catalyst for Oracle's cloud infrastructure, others remain skeptical, citing concerns over the company's debt and the deal's true impact amidst recent share price volatility.

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 Technology is surging amidst an escalating AI-driven memory supercycle, with industry reports confirming a worsening high-bandwidth memory shortage fueling unprecedented demand. The community is overwhelmingly bullish, actively discussing Micron as undervalued and the "next Nvidia," aggressively buying dips as analysts consistently raise price targets and affirm a fundamental shift in its earnings potential.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending as CEO Ryan Cohen's recent accumulation of 1 million shares, coupled with another director's purchase, fuels community excitement about insider conviction. This significant buying activity reignites speculation of a potential short squeeze, with many asserting that "shorts are f****d" and anticipating a major upward move. Discussions are also rife about impending options expiration and a rumored Michael Burry article, adding to the intense, polarized sentiment surrounding the meme stock.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is drawing significant attention for its strategic shift from Bitcoin mining to becoming a key AI infrastructure provider, fueled by its major multi-year Microsoft AI cloud contract. The community is engaged in lively discussions, from navigating the stock's intense volatility and perceived manipulation to expressing strong bullish convictions about its long-term growth and upcoming earnings. Many view it as a compelling AI play building out essential data center capacity for hyperscalers.

Lithium Americas Corp. engages in the development of the Thacker Pass project. It is focused on advancing Thacker Pass to production it is located in northern Nevada. The company was founded on January 23, 2023 and is headquartered in Vancouver, Canada.

Lithium Americas Corp (NewCo)

Lithium Americas Corp

Lithium Americas Corp. is trending due to recent news of a government equity stake and its inclusion in the S&P/TSX Composite Index, alongside a raised price target from Scotiabank. The community is buzzing with bullish sentiment, highlighting strong momentum and potential for a short squeeze, particularly as its Thacker Pass project progresses. This interest is amplified by a broader lithium sector rebound, driven by growing demand for batteries in EVs, energy storage, and AI applications.

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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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