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FMC Corp. is an agricultural sciences company, which engages in the provision of solutions to growers and development of pipeline in crop protection, plant health, agriculture, pest control, and turf management. It offers insect control products under the Rynaxypyr and Cyazypyr brands. The company was founded by John Bean in 1883 and is headquartered in Philadelphia, PA.

FMC Corp.

FMCs sharply reduced third-quarter outlook, driven by weak demand, excess distributor inventory and a major pricing reset, has intensified concerns about its business and heavy debt. Traders are divided between viewing the reset and debt-reduction measures as a path to recovery and fearing further deterioration or bankruptcy.

Johnson & Johnson is a holding company, which engages in the research, development, manufacture, and sale of products in the healthcare field. It operates through the Innovative Medicine and MedTech segments. The Innovative Medicine segment focuses on immunology, infectious diseases, neuroscience, oncology, cardiovascular and metabolism, and pulmonary hypertension. The MedTech segment includes a portfolio of products used in interventional solutions, orthopaedics, surgery, and vision categories. The company was founded by Robert Wood Johnson I, James Wood Johnson, and Edward Mead Johnson Sr. in 1887 and is headquartered in New Brunswick, NJ.

Johnson & Johnson

Speculation that Johnson & Johnson could acquire Sellas Life Sciences is a recurring topic, with traders pointing to alleged executive connections and J&Js oncology ambitions; no deal has been confirmed. Traders are also debating J&Js earnings reaction: stronger-than-expected results and raised guidance were offset by weak MedTech growth and litigation concerns, while some view the pullback as a buying opportunity.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Discussion centers on whether Teladoc can show a credible turnaround in its quarterly results, especially stabilizing BetterHelp as it shifts from cash-pay to insurance amid concerns about declining revenue, profitability and management execution. Bulls cite potential insurance growth, Teladoc One and short-interest dynamics, while skeptics remain doubtful; squeeze claims are speculative.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Discussion centers on Lillys obesity and diabetes franchise and expectations for quarterly results, with traders pointing to Mounjaro and Zepbound demand, Foundayo uptake, and pipeline prospects. Bulls cite growth and healthcare-sector strength, while skeptics flag Lillys high valuation and competition from Novo Nordisk and emerging obesity-drug rivals.

Amgen, Inc. is a biotechnology company, which engages in the discovery, development, manufacture, and marketing of human therapeutics. The company was founded by William K. Bowes, Jr., Franklin Pitcher Johnson, Jr., George B. Rathmann, and Joseph Rubinfeld on April 8, 1980 and is headquartered in Thousand Oaks, CA.

AMGEN Inc.

Amgens attention is centered on Phase 3 results showing IMDELLTRA with AstraZenecas IMFINZI reduced the risk of death in first-line extensive-stage small-cell lung cancer. Traders are treating the survival findings as a positive oncology catalyst, while some also point to favorable Phase 3 TEZSPIRE results in eosinophilic esophagitis.

AstraZeneca Plc is a global, science-led biopharmaceutical company focused on the discovery, development, and commercialization of prescription medicines. Its portfolio spans oncology, rare diseases, and biopharmaceuticals, including cardiovascular, renal & metabolism, and respiratory & immunology. The company was founded in 1913 and is headquartered in Cambridge, the United Kingdom.

Astrazeneca plc

AstraZeneca PLC

Speculation about a potential AstraZenecaBristol Myers Squibb merger has drawn attention, with traders debating the deals strategic value and financial risks. Reports that no discussions took place cooled the rumor, though some community members remain skeptical.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visa is drawing attention ahead of its fiscal-year earnings report, with traders focused on margin and forward guidance rather than a likely headline beat. Sentiment is split between bullish momentum near record highs and concerns that expectations are stretched, with some traders watching for a post-report pullback.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

A sharp pullback in semiconductor stocks has put SMH at the center of a debate over whether worries about AI spending, financing and chip-sector valuations signal a deeper downturn. Traders are split between expecting more downside and looking for an oversold bounce, with some arguing that strong AI demand and continued capital spending support the longer-term outlook.

Occidental Petroleum Corp. engages in the exploration and production of oil and natural gas. It operates through the following segments: Oil and Gas, Chemical, and Midstream and Marketing. The Oil and Gas segment explores for, develops and produces oil and condensate, natural gas liquids, and natural gas. The Chemical segment manufactures and markets basic chemicals and vinyls. The Midstream and Marketing segment purchases, markets, gathers, processes, transports and stores oil, condensate, natural gas liquids, natural gas, carbon dioxide, and power. The company was founded in 1920 and is headquartered in Houston, TX.

Occidental Petroleum Corp.

The ongoing shale-oil antitrust case is drawing attention after the judge deferred jurisdictional rulings for Hess and Pioneer pending limited discovery, with an October status conference ahead; traders emphasize that the claims remain unresolved. Bullish chatter also points to oil-linked strength and a possible technical breakout, though some traders are watching resistance.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms planned performance-focused global layoffs are drawing attention, with traders divided over whether the restructuring signals tighter cost discipline or reflects underperformance. The discussion also centers on the stock holding up relatively well against semiconductor peers and whether the upcoming earnings report will validate a rebound, while skeptics remain wary of its recent weakness.

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GOOGL Stock Tops Retail Pick Over AMZN, META, MSFT For Next 12 Months – But META Leads Wall Street Upside

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Google-parent Alphabet is planning the largest percentage increase in AI spending, with 2026 capital expenditures projected at roughly $195 billion to $205 billion.


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<ul class="summary-bullets"><li>Alphabet received 36% of the vote in a Stocktwits poll of more than 3,300 respondents, making GOOGL stock the most popular hyperscaler pick for the next 12 months.</li><li>Meta currently offers the highest implied upside based on average analyst price targets, while Alphabet has delivered the strongest trailing one-year stock return among the four companies.</li><li>The four companies are collectively expected to spend nearly $700 billion on AI infrastructure in 2026.</li></ul>Google-parent Alphabet (GOOGL) came out on top in a recent Stocktwits poll asking traders which hyperscaler they're most bullish on over the next 12 months. GOOGL stock&nbsp;<a href="https://stocktwits.com/discussions/which-hyperscaler-are-you-most-bullish-on-for-the-next-12-months-amzn-msft-googl-or-meta/661434149">captured</a> 36% of the vote among more than 3,300 respondents, putting it well ahead of Microsoft (MSFT), which received 22%. Amazon (AMZN) and Meta Platforms (META) tied at 21% each.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_08_13_053506_f5a682237c.png" alt="Screenshot 2026-08-13 053506.png" width="1337" height="1014"><figcaption>Results of an ongoing Stocktwits poll asking traders which hyperscaler they’re betting on for the next 12 months on August 13 as of 6:30 a.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/GOOGL">GOOGL stock</a> edged 0.5% higher in pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/META">META stock</a> moved 0.6% higher.&nbsp;<a href="https://stocktwits.com/symbol/MSFT">MSFT stock</a> and&nbsp;<a href="https://stocktwits.com/symbol/AMZN">AMZN stock</a> each gained around 0.3% at the time of writing.The poll comes at a time when investors are increasingly focused on the scale of spending required to build AI infrastructure. Alphabet, Microsoft, Amazon and Meta are collectively expected to spend nearly $700 billion on capital expenditures in 2026, raising concerns on Wall Street and among retail traders about the potential pressure on free cash flow.Critics of the AI spending boom, including Michael Burry and ‘Pharma Bro’ Martin Shkreli, have questioned whether the industry can generate sufficient returns to justify the scale of investment.<h2 class="st-heading-2">GOOGL Stock Leads Poll Despite Massive AI Spending Plans</h2>Based on the companies’ latest earnings reports, Alphabet is projecting capital expenditures of roughly $195 billion to $205 billion in 2026, nearly double its estimated $91 billion to $93 billion in 2025.That represents the sharpest percentage increase in spending among the four companies.Amazon is expected to spend around $200 billion in 2026, up from $131 billion in 2025. Microsoft’s capital expenditures are projected to reach roughly $190 billion, compared with $118 billion previously, while Meta expects to spend between $130 billion and $145 billion, up from approximately $72 billion.<h2 class="st-heading-2">Retail Traders Debate Microsoft’s Cash Flow, Meta’s AI Opportunity</h2>Some traders responding to the poll focused on Microsoft’s financial position and ability to fund its AI investments.<stembedurl>https://www.stocktwits.com/ShadowBanningIsBad/message/661445294</stembedurl>Others argued that Meta could have more upside from AI, despite Alphabet’s advantage in computing infrastructure.<stembedurl>https://www.stocktwits.com/Angry_Gamer/message/661449863</stembedurl>On Stocktwits, retail sentiment around Alphabet, Amazon and Microsoft remained in ‘bearish’ territory over the past day, while sentiment around META improved to ‘neutral’ from the ‘bearish’ zone. &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_08_13_062846_1ea686af13.png" alt="Screenshot 2026-08-13 062846.png" width="1262" height="675"><figcaption>META stock retail sentiment on August 13 as of 6:15 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Meta Leads On Analyst-Implied Upside, Alphabet Has Strongest One-Year Return</h2>META’s stock leads the group when it comes to implied upside based on average analyst price targets compiled by Koyfin, with an average price target of $754.14, implying roughly 30% upside. However, the company has posted the weakest trailing one-year stock performance among the four, with shares down over 26%.Alphabet ranks second, with an average price target of $428.04, implying about 24.6% upside. GOOGL has also delivered the strongest one-year return in the group, gaining nearly 69%.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260813_063130043_5c5e3b7e20.png" alt="koyfin_20260813_063130043.png" width="2400" height="1240"><figcaption>GOOGL, META, AMAZN, MSFT stocks’ price performance over the last 12 months. | Source: Koyfin</figcaption></figure>Amazon’s average price target of $326.07 implies roughly 22% upside, alongside a 20% trailing one-year gain.Microsoft, which finished second in the Stocktwits poll, has the lowest implied upside of the group at 15.38%, based on an average analyst target of $568.14. The stock is down almost 7% over the past year.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-nasdaq-sp500-futures-rising-cpi-fed-crwv-smci-nbis-mu-spcx-stocks/cZoFUP5RJg9">Why Are Nasdaq, S&amp;P 500 Futures Edging Higher Premarket Ahead Of CPI? SPCX, SMCI, CRWV, NBIS, MU Stocks In Focus</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Google, Apple, Meta, Amazon and Microsoft (Big Tech) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Google-parent Alphabet is planning the largest percentage increase in AI spending, with 2026 capital expenditures projected at roughly $195 billion to $205 billion.

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