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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), 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 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 shares are surging following a significant earnings and revenue beat that ignited optimism regarding data center demand and foundry execution. Investors are actively debating the company's long-term competitive positioning in the AI sector while navigating high volatility and institutional buying activity.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending after breaking through record highs, fueled by intense momentum and community optimism surrounding the broadening demand for AI-driven data center CPUs. While some investors urge caution citing overextended valuation metrics compared to sector peers, the dominant sentiment remains overwhelmingly bullish as the community anticipates further upside leading into upcoming earnings.

Skillz, Inc. operates a mobile gaming platform that connects players in competition. It helps developers build franchises by enabling social competition in their games. Skillz hosts casual esports tournaments for mobile players worldwide. The company was founded by Andrew C Paradise and Casey Chafkin in 2012 and is headquartered in Las Vegas, NV.

Skillz Inc - Ordinary Shares - Class A

Skillz Inc

Skillz Inc. (SKLZ) is seeing massive volatility and trading halts following a jury verdict awarding the company $420 million in damages from Papaya Gaming for the use of bots in their mobile gaming platform. The community is sharply divided, with bulls betting on a significant short squeeze and potential valuation reset, while skeptical voices warn of the risks associated with collecting on the judgment and ongoing manipulation.

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 seeing intense investor focus as market participants debate its role as the dominant AI infrastructure leader versus potential valuation concerns and emerging competitive pressures. The community remains highly active, with traders closely analyzing the stock's consolidation patterns while monitoring the broader semiconductor sector's performance to gauge the sustainability of the ongoing AI-driven demand cycle.

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

Direxion Daily Semiconductor Bear 3X Shares

Investors are actively debating the unprecedented 17-day rally in semiconductor stocks, with the community polarized between those betting on an epic collapse of what they perceive as an AI-driven bubble and those warning against the dangers of holding an inverse, decay-prone asset like SOXS. Sentiment is characterized by deep frustration over the sector's relentless upward momentum, as traders grapple with managing losses on a position that continues to defy conventional technical analysis and market logic.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is seeing intense retail and algorithmic interest as part of a semiconductor sector rally, with community sentiment split between traders celebrating a historic streak of green days and those warning of an imminent blowoff top. The conversation is heavily focused on the rapid expansion of AI-driven demand and institutional positioning, even as many investors debate whether this momentum is a sustainable super-cycle or an overextended bubble prone to a sharp reversal.

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 seeing intense community focus due to a technical breakout from long-term consolidation and anticipation of major capacity milestones like the Sweetwater site energization. Traders are aggressively debating the stock's role in the AI infrastructure supercycle, comparing its power-secured capacity to hyperscaler hyperscale deals and potential catalyst announcements.

BYTE is a novel meme token that creatively intertwines the worlds of cryptocurrency and popular culture. Inspired by Grok's answer to "What would you name your dog?", Grok answered, 'Byte.' When Grok was asked who created Byte, it says he was created by the xAI team lead by Elon Musk as a gift to Grok AI to keep him company in the metaverse. BYTE serves as a playful reference to the unit of digital information, as well as a nod to the AI's technological nature. Distinctively, Byte acts as a gateway towards Ai adoption and stands out in the crypto space due to its zero-tax policy, a feature that is increasingly appealing to many investors. Additionally, it upholds the principles of transparency and investor trust by having its liquidity permanently burned and the contract ownership renounced. This ensures that Byte remains a community-driven project, with its fate firmly in the hands of its holders. The combination of a playful theme, generative AI, and a nod to a tech icon makes Byte an intriguing addition to the meme token ecosystem, especially AI related meme coins.  Through pioneering AI this story has grown more and more robust and continues to evolve, Byte pledges its dedication to community efforts and and has consistently appeared in the Top 10 of LunarCrush’s social engagement leaderboards on multiple occasions.

BYTE

BYTE is trending as the community highlights its origin as the AI-inspired dog from Grok, emphasizing its narrative as a long-term, community-led project on the Ethereum blockchain. Enthusiasts are actively rallying around the token's decentralized structure and its integration into AI-driven cultural lore, positioning it as a resilient play within the meme coin sector.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray is currently at the center of investor focus following the official rescheduling of state-licensed medical marijuana to Schedule III, a milestone the community views as a major catalyst for long-term tax relief and improved access to institutional capital. While some investors are bracing for volatility and profit-taking, many are actively debating whether this policy shift finally clears the path for the company to solidify its position in the U.S. market.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is rallying as investors react to the strategic announcement that the company is entering the data center CPU market with its own in-house silicon, directly challenging established industry players. The community is actively debating the stock's massive valuation expansion and long-term earnings potential, with many discussing whether the recent parabolic move is a sustainable structural re-rating or an overextended momentum play driven by speculative AI hype.

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<ul class="summary-bullets"><li>Atomic Alchemy is targeting criticality for the Groves facility by July 4, 2026.</li><li>The site is located near Lockhart in Caldwell County, Texas, and is part of the planned Proto-Town Innovation Hub.</li><li>The company reported FY25 net loss per share of $0.72, compared to $0.74 in FY24.</li></ul><p>Oklo Inc. (<a href="https://stocktwits.com/symbol/OKLO">OKLO</a>) on Tuesday said that the U.S. Department of Energy (DOE) has approved the Nuclear Safety Design Agreement (NSDA) for Atomic Alchemy’s Groves Isotopes Test Reactor in Texas under the DOE’s Reactor Pilot Program (RPP).&nbsp;</p><p>The NSDA approval for Oklo’s wholly owned subsidiary follows the announcement of the signing of the Other Transaction Agreement (OTA) for the facility in January, and is a major milestone in DOE’s RPP authorization pathway, designed to speed execution and help expand U.S. industrial capacity through a framework that supports swift, scalable deployment, the firm said.&nbsp;</p><p>“With DOE’s approval, we are making meaningful progress in the development of this isotope facility,” said Jacob DeWitte, co-founder and CEO of Oklo.</p><h2 class="st-heading-2">Facility Details</h2><p>With the NSDA approved, the facility moves into the next phase of project execution under DOE oversight by submitting its Preliminary Documented Safety Analysis (PDSA) for review. Atomic Alchemy is targeting criticality for the Groves facility by July 4, 2026.</p><p>The site is located near Lockhart in Caldwell County, Texas, and is part of the planned Proto-Town Innovation Hub, a development intended to host demonstrations of new construction technologies and full-scale prototype buildings.</p><p>The facility will help lay the groundwork for future commercial plants in the United States that produce isotopes to support cancer diagnosis and treatment, advanced manufacturing, scientific research, space exploration, and national security needs, the statement said.&nbsp;</p><h2 class="st-heading-2">FY25 Results</h2><p>The company reported FY25 net loss per share of $0.72, compared to $0.74 in FY24. Analysts, on average, expected FY25 loss per share of $0.62, according to data from Fiscal.ai.&nbsp;</p><p>The company said that as of&nbsp;Dec. 31, 2025, it has&nbsp;cash and marketable securities of $1.4 billion, which comprised cash and equivalents of $788.4 million, and marketable securities of $624.1 million.</p><h2 class="st-heading-2">Retail reaction</h2><p>Retail sentiment around OKLO&nbsp;shares trended in&nbsp;the ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;</p><p>Shares in the company have fallen 18% year to date.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, a person holds a smartphone displaying the logo of Oklo Inc.

OKLO Receives DOE’s Approval For Atomic Alchemy’s Groves Isotopes Test Reactor in Texas

The NSDA approval for Oklo’s wholly owned subsidiary follows the announcement of the signing of the Other Transaction Agreement (OTA) for the facility in January.

Equity

The NSDA approval for Oklo’s wholly owned subsidiary follows the announcement of the signing of the Other Transaction Agreement (OTA) for the facility in January.


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<ul class="summary-bullets"><li>The government alleged that Adobe violated ROSCA by using fine print and inconspicuous hyperlinks to hide important information about Adobe’s subscription plans.</li><li>The complaint was filed in the U.S. District Court for the Northern District of California.&nbsp;</li><li>The government also alleged that Adobe thwarted subscribers’ attempts to cancel their subscriptions.&nbsp;</li></ul><p>The U.S. ‌Justice ‌Department said on ​Friday that Adobe has ‌agreed&nbsp;⁠to a $150 million&nbsp;⁠settlement ​to ​resolve allegations ‌that the software company’s subscription practices violated ‌the ​Restore ​Online ​Shoppers' ‌Confidence Act (ROSCA).&nbsp;</p><p>The DOJ said that in addition to civil penalties and free services, Adobe will be required to clearly disclose any early termination fee and how the fee is calculated before enrolling customers in subscriptions.&nbsp;</p><p>For any free trial lasting longer than seven days, Adobe must also remind customers before converting them into a paid subscription with an early termination fee. Furthermore, Adobe will be required to provide its subscribers with easy ways to cancel their subscriptions.&nbsp;</p><p>“American consumers deserve the right to make informed choices when deciding where to spend their hard-earned money,” said Assistant Attorney General Brett A. Shumate, head of the Justice Department’s Civil Division. “The Justice Department will strongly oppose any attempt to harm Americans with deceptive and unfair business practices.”</p><p>Shares in the company closed 7.6% down on Friday, and were marginally up during the extended hours of trading.&nbsp;</p><h2 class="st-heading-2">The Allegations</h2><p>In a complaint filed in the U.S. District Court for the Northern District of California, the government alleged that Adobe violated ROSCA by using fine print and inconspicuous hyperlinks to hide important information about Adobe’s subscription plans, including information about a hefty Early Termination Fee that customers may be charged when they cancel their subscriptions.&nbsp;</p><p>The government also alleged that Adobe thwarted subscribers’ attempts to cancel, subjecting them to convoluted and inefficient cancellation processes filled with unnecessary steps, delays, unsolicited offers, and warnings.</p><h2 class="st-heading-2">Retail Reaction</h2><p>Retail reaction around ADBE trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.</p><p>Shares in the company have risen 29% over the past year.&nbsp;</p>

A sign is posted on the exterior of an Adobe office on December 10, 2025 in San Francisco, California. Software maker Adobe will report fourth-quarter earnings today after the closing bell. 

Adobe To Pay $150M To Settle Alleged Violations Of Online Shopper Law 

 The DOJ said that in addition to civil penalties and free services, Adobe will be required to clearly disclose any Early Termination Fee and how the fee is calculated before enrolling customers in subscriptions. 

<ul class="summary-bullets"><li>InterPositive’s owners will earn even more if it meets certain performance targets, as per the report.&nbsp;</li><li>Netflix last week announced that it is buying InterPositive, without disclosing the deal value.&nbsp;</li><li>As part of the deal, Netflix had said that it is bringing InterPositive’s entire team into Netflix.&nbsp;</li></ul><p>Netflix reportedly will pay as much as $600 million for AI moviemaking firm InterPositive from Hollywood star Ben Affleck.&nbsp;</p><p>The actual price, paid in cash, was less, a Bloomberg News report said, citing people familiar with the matter. InterPositive’s owners will earn even more if it meets certain performance targets.&nbsp;</p><p>The startup has developed a suite of tools that allow filmmakers to alter existing footage. David Fincher has already used the products on an upcoming film starring Brad Pitt, the report said.&nbsp;</p><h2 class="st-heading-2">Deal&nbsp;</h2><p>Netflix last week announced that it is buying InterPositive. The acquisition is also one of the largest AI deals by a major Hollywood studio.&nbsp;</p><p>Netflix during the announcement did not disclose the value of the deal. As part of the deal, Netflix had said that it is bringing InterPositive’s entire team into Netflix through this acquisition, and Affleck will join as Senior Advisor.&nbsp;</p><p>“Our approach to AI has always been focused on meaningfully serving the needs of the creative community and our members. The InterPositive team is joining Netflix because of our shared belief that innovation should empower storytellers, not replace them,” said Elizabeth Stone, Netflix Chief Product and Technology Officer.&nbsp;</p><h2 class="st-heading-2">Deal After Failed WBD Bid</h2><p>The deal came after Netflix’s months-long pursuit to buy Warner Bros. Discovery which ultimately failed. Netflix decided to step away from its pursuit and did not increase its offer to match Paramount’s&nbsp;rival offer of $111 billion.&nbsp;</p><p>The deal attracted a lot of scrutiny from regulators as well as attorneys general across the U.S. as they feared the merger of WBD with Netflix will create a monopoly in the streaming industry.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around NFLX trended in ‘bearish’ sentiment amid ‘low’ message volume.&nbsp;</p><p>Shares in the company have been flat so far in 2026.&nbsp;</p>

In this photo illustration, a smartphone displays the Netflix logo in front of a large blurred Warner Bros. Discovery emblem. 

Netflix To Reportedly Pay Up To $600M For Ben Affleck’s InterPositive

The actual price, paid in cash, was less, a Bloomberg News report said.

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