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Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending with strong bullish sentiment, fueled by accelerating advancements in its Qwen AI models and Alibaba Cloud's growing market share, which is driving a major re-rating of the stock. The community is actively discussing a significant technical breakout, anticipating a sustained rally and a broader rotation of capital into undervalued Chinese tech names.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is gaining significant attention following NOAA's final rule to streamline deep-sea mining permits and an upcoming Congressional hearing featuring its CEO, signaling an expedited path for critical mineral recovery. The community is actively discussing the national security implications of deep-sea minerals and the strong potential for a short squeeze as institutional interest grows and retail investors hold firm.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is experiencing an explosive rally, fueled by reports of significant and immediate price increases across the memory semiconductor market, driven by robust AI data center demand and tightening supply. This has ignited a fierce debate within the community, with many celebrating 'generational' gains and anticipating further parabolic moves, while skeptics warn of unsustainable valuation and potential manipulation akin to past market bubbles. The stock's performance is further bolstered by a major analyst upgrade citing favorable supply-demand dynamics and its position in the evolving AI infrastructure landscape.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Holdings Inc

Ondas Holdings is trending after multiple analyst upgrades significantly raised price targets, driven by the company's increased revenue targets and substantial backlog following its recent investor day. The community is actively discussing Ondas's position in the rapidly expanding drone and counter-drone defense sector, with global geopolitical tensions and major infrastructure projects like the "Golden Dome" fueling conversations about its long-term potential despite recent market volatility.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCryst Pharmaceuticals is actively discussed following the recent FDA approval of its oral HAE treatment, Orladeyo, for pediatric patients, a move expected to bolster long-term revenue. Concurrently, the community is closely watching the impending closure of the Astria Therapeutics acquisition, anticipating potential strategic shifts under new leadership. Despite these developments, many investors express frustration over the stock's valuation, attributing its performance to market dynamics and significant short interest.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is experiencing a significant rally following news of a "framework deal" regarding Greenland and a subsequent pause on previously threatened tariffs, leading to a strong market bounce. Community sentiment widely interprets this as a "TACO" (Trump's backing down), catching many bearish traders by surprise. Despite lingering skepticism about the deal's substance and underlying market health, the prevailing "buy the dip" mentality is fueling the upside, with some observers highlighting perceived market manipulation that benefits institutional players.

PAVmed, Inc. is a multi-product life sciences company, which engages in the innovation, development, acquisition, and commercialization of products that target unmet medical needs with large addressable market opportunities. Its products include Lucid Diagnostics and Veris Health. The company was founded by Lishan Aklog and Brian J. deGuzman on June 26, 2014 and is headquartered in New York, NY.

PAVmed Inc

PAVmed is trending sharply higher after its subsidiary, Lucid Diagnostics, secured a significant contract with the U.S. Department of Veterans Affairs for its EsoGuard Esophageal DNA Test. This news is fueling intense speculation among traders, who highlight the stock's low float and the massive market opportunity presented by access to over nine million veterans. Community discussion centers on the potential for a substantial short squeeze and significant valuation upside, though some express caution regarding high volatility and the possibility of future capital raises.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is experiencing significant upward momentum following a major arbitration victory against Repsol, which denied claims against VG and awarded fees to its subsidiary. This legal clarity is fueling widespread optimism within the community, with many anticipating similar positive resolutions for ongoing disputes and highlighting the company's robust operational performance through increased LNG cargo deliveries. The excitement is further amplified by discussions around high short interest and favorable global natural gas market dynamics, including strong European demand.

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 drawing significant attention with anticipation building ahead of its upcoming earnings report, fueled by optimism surrounding its foundry business and strategic US government partnerships. The community is hotly debating whether the recent substantial rally signals further gains or a 'buy the rumor, sell the news' event, with many envisioning significant long-term growth and a potential short squeeze driving current price action.

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 heavily trending ahead of its earnings report, fueling intense community debate over its substantial AI infrastructure investments and the evolving landscape of its OpenAI partnership. The stock's recent market pullback has ignited concerns over its valuation and competition, especially as some highlight technical weaknesses and the perceived performance of its Copilot AI versus rivals. Broader market weakness, ongoing discussions around OpenAI's funding, and even reports of service outages are further contributing to the stock's volatility and widespread investor conversation.

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<ul class="summary-bullets"><li>While Samsung has already announced its 2nm chip for smartphones, the Exynos 2600, Qualcomm is yet to announce its own offering built on the 2nm fabrication process.</li><li>Apple’s A20 chip and Qualcomm’s Snapdragon 8 Elite Gen 6, which will power this year’s flagship smartphones, are expected to be built on TSMC’s 2nm node.</li><li>Amid these concerns, Samsung President and head of global marketing, Wonjin Lee, on Tuesday warned of semiconductor shortages and price hikes.</li></ul>Qualcomm Inc. (QCOM) is reportedly in talks with Samsung Electronics (SSNLF) to manufacture next-generation 2-nanometer chips.According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/qualcomm-talks-with-samsung-electronics-contract-manufacturing-south-korean-2026-01-07/">report</a> citing the Korea Economic Daily, Qualcomm is said to be holding talks with Samsung first before reaching out to other semiconductor foundry companies.The report added that the chip’s design work has already been completed as Qualcomm gets ready to commercialize it in the near future.<a href="https://stocktwits.com/symbol/QCOM/news">Qualcomm shares</a> were down 0.6% in Wednesday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory at the time of writing.The latest report comes amid concerns that the cost of production of 2nm chips at chipmaking giant Taiwan Semiconductor (TSM) will be significantly high, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.gsmarena.com/tsmcs_2nm_chips_will_be_significantly_more_expensive_than_previous_generations-news-70951.php">report</a> by GSMArena, citing Taiwan’s Economic Daily News.While Samsung has already announced its 2nm chip for smartphones, the Exynos 2600, Qualcomm is yet to announce its own offering built on the 2nm fabrication process. Additionally, Apple Inc.’s (AAPL) A20 chip and Qualcomm’s Snapdragon 8 Elite Gen 6, which will power this year’s flagship smartphones, are expected to be built on TSMC’s 2nm node, the report added.<h2 class="st-heading-2">Samsung Warns Of Chip Shortage</h2>Samsung President and head of global marketing, Wonjin Lee, on Tuesday warned of semiconductor shortages and price hikes. In an interview&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-07/samsung-warns-of-price-hikes-as-rising-memory-costs-affect-all">with</a> Bloomberg, Lee said there will be issues with chip supplies that will affect everyone.“Prices are going up even as we speak. Obviously, we don’t want to convey that burden to the consumers, but we’re going to be at a point where we have to actually consider repricing our products,” he said in the interview.<h2 class="st-heading-2">Growing Partnership</h2>Qualcomm, the leading chip designer for smartphones globally, and Samsung, which has both a smartphone business as well as a chip-making division, have been expanding their partnership.Last year, the two companies announced an expansion of their foundry cooperation into extreme ultraviolet (EUV) technology. This included the manufacture of Snapdragon 5G chipsets using Samsung’s 7nm process, with up to 10% higher performance or up to 35% lower power consumption.<a href="https://stocktwits.com/symbol/QCOM">QCOM stock</a> is up 7% year-to-date and 14% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wharton-jeremy-siegel-three-policy-risks-january-move-markets-materially/cmxwsboR4TQ">Wharton's Jeremy Siegel Sees Three Policy Risks In January That Could ‘Materially’ Move Markets</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of the logo of the American company Qualcomm at the Mobile World Congress 2024. (Photo by Ramon Costa/SOPA Images/LightRocket via Getty Images)

Qualcomm In Talks With Samsung For 2nm Chip Production Amid Concerns Of Rising Costs At TSMC: Report

The report added that the chip’s design work has already been completed as Qualcomm gets ready to commercialize it in the near future.

Equity

<ul class="summary-bullets"><li>Counterpoint cited that&nbsp;the rising chip costs could reshape vendor strategies and consumer pricing next year.</li><li>The firm said global shipments are now expected to decline by roughly 2.1% in 2026.</li><li>To cope with higher costs, some OEMs are adjusting specifications, streamlining product offerings, and moving toward premium models.</li></ul>Worldwide smartphone unit shipments are poised to fall in 2026 as manufacturers grapple with sharply higher component costs driven by memory shortages and chip price spikes, according to the latest industry data.&nbsp;According to market research firm Counterpoint Research, the rising chip costs could reshape vendor strategies and consumer pricing next year.<h2 class="st-heading-2">Market Forecast Adjustment</h2>Counterpoint Research said global shipments are now expected to decline by roughly 2.1% in 2026, compared with earlier projections of flat-to-positive growth. The revision is mainly driven by rising costs of memory components that feed into the bill of materials (BoM) for devices.Entry-level phones priced under about $200 are forecast to see the toughest hit, with BoM costs climbing sharply over the past year, the firm noted. Mid-range and high-end devices also face inflationary pressures, but at somewhat lower rates.As manufacturers pass at least part of these cost increases on to buyers, average selling prices (ASPs) are expected to rise in 2026. Larger brands with extensive product lines and strong vertical integration are said to be in a better position to absorb cost shocks.&nbsp;<blockquote>“Apple and Samsung are best positioned to weather the next few quarters.”-Yang Wang, Senior Analyst,&nbsp;Counterpoint Research.&nbsp;</blockquote><h2 class="st-heading-2">Industry Response</h2>To cope with higher costs, some original equipment manufacturers (OEMs) are adjusting specs, streamlining product offerings, and pushing consumers toward premium models with better margins. Counterpoint stated that this could accelerate market trends already underway toward fewer low-margin, entry-level handsets.“In some models, we are seeing downgrades of components like camera modules and periscope solutions, displays, audio components, and, of course, memory configurations,” said Senior Analyst Shenghao Bai.&nbsp;“Other tactics include reusing old components, streamlining the portfolio, and pushing consumers to higher-specification ‘Pro’ variants and adopting new designs to stimulate upgrades.”&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/can-iren-stock-win-back-investors-after-recent-slump/cLeJ5EKREYe">The Curious Case of IREN: Can The Neocloud Win Back Investors After A 50% Stock Slump From Its November Peak?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration a 15-year-old boy looks at a iPhone screen displaying various social media apps.

Global Smartphone Shipments To Dip In 2026, Says Counterpoint Research – Here’s How Manufacturers Are Rethinking Strategies

The market research firm said global smartphone shipments are now expected to decline by roughly 2.1% in 2026.

<ul class="summary-bullets"><li>iPhone 17 Sales in China and the U.S. grew by double digits in October, while Q3 shipments increased 9% YoY.</li><li>The new iPhone Air and memory adjustments contributed to strong adoption rates.</li><li>Samsung is likely to remain second globally in shipments due to rising competition from Chinese manufacturers.</li></ul>Apple Inc. (AAPL) is expected to reclaim the top spot in worldwide smartphone shipments, surpassing Samsung Electronics for the first time in 14 years, and maintain leadership through 2029.According to market research firm Counterpoint, global smartphone shipments are projected to rise 3.3% year-over-year (YoY) in 2025, driven primarily by Apple's strong performance.&nbsp;<h2 class="st-heading-2">iPhone 17 Driving Strong Sales&nbsp;</h2>Apple’s launch of the iPhone 17 series has generated notable momentum, said Counterpoint. Sales in China and the U.S. grew by double digits in October, while third-quarter (Q3) shipments increased 9% YoY.&nbsp;The firm highlighted that consumers who bought devices during the COVID-19 boom are now in the upgrading phase, alongside the 358 million second-hand iPhones sold globally between 2023 and mid-2025, creating a large replacement market. The new iPhone Air and memory adjustments contributed to strong adoption rates.<a href="https://stocktwits.com/symbol/AAPL">Apple’s stock</a> inched 0.7% higher on Wednesday mid-morning. However, on Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:933/113;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_26_113356_png_2244ea64bf.webp" alt="AAPL’s Sentiment Meter and Message Volume as of 11:20 a.m. ET on Nov. 26, 2025 | Source: Stocktwits" width="933" height="113"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 11:20 a.m. ET on Nov. 26, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Samsung Performance</h2>Samsung is forecast to grow 5% in 2025, bolstered by a resilient supply chain and strategic enhancements to its A series. Emerging markets such as India, Southeast Asia, and the Middle East are expected to support continued growth.&nbsp;Despite this, the research firm said Samsung is likely to remain second globally in shipments due to rising competition from Chinese manufacturers and pressure in the mid-range segment.Combined with potential software enhancements and a major redesign in 2027, Apple is positioned to maintain a competitive edge through the end of the decade, the firm noted.AAPL stock has gained over 11% in 2025 and over 18% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/datavault-ai-taps-wbc-partnership-to-monetize-global-boxing-fandom/cL538mIREWg">Datavault AI Taps WBC Partnership To Monetize Global Boxing Fandom</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 Set To Overtake Samsung As Top Smartphone Seller In 2025

iPhone 17 Sales in China and the U.S. grew by double digits in October, while Q3 shipments increased 9% YoY.

Counterpoint Research said global smartphone shipments are projected to rise 3.3% year over year in 2025, driven primarily by Apple's strong performance. 


Qualcomm Inc. (QCOM) CEO Cristiano Amon reportedly stated on Friday that Intel Corp.’s (INTC) chip-making technology is not yet good enough for the company to consider it as a potential supplier.Amon said in an interview&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-05/qualcomm-ceo-says-intel-s-chip-production-not-good-enough-yet">with</a> Bloomberg that Qualcomm could eventually consider Intel if the 57-year-old company can churn out more efficient chips.“Intel is not an option today. We would like Intel to be an option,” Amon said, according to the report. Amon added that Qualcomm will stick to its existing suppliers, Taiwan Semiconductor Manufacturing Co. (TSM) and Samsung Electronics Co. (SSNLF) for now.<a href="https://stocktwits.com/symbol/QCOM">Qualcomm’s shares</a> edged lower by 0.14% in Friday’s midday trade, while Intel’s shares were down 1.26%. Retail sentiment on Stocktwits around Qualcomm trended in the ‘bullish’ territory, while users felt ‘bearish’ about Intel.Qualcomm is a fabless chip designer, and it outsources the manufacturing of its chips to companies like TSMC and Samsung. Intel, on the other hand, designs and manufactures its own chips. However, as part of its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-ceo-lip-bu-tan-reportedly-plans-manufacturing-overhaul/ch70D6SRbc4">turnaround efforts</a>, the chip maker is trying to attract customers like Qualcomm.Intel’s struggles with manufacturing processes and inability to overcome defects led former CEO Pat Gelsinger to gamble on the 18A fabrication process. He famously said once that he’d “bet the whole company on 18A” – a gamble that did not pay off and led to his&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-stock-hits-5-month-low-as-mizuho-lowers-price-target-citi-stays-neutral-as-investors-await-pat-gelsinger-replacement/chGWszjRZU">ouster</a> in December.In August, the Trump administration announced that the U.S. government had picked up a 10%&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kevin-hassett-us-stake-intel-like-down-payment-on-sovereign-wealth-fund/chssoWyRd1r">stake</a> in Intel in exchange for CHIPS Act funding. Intel CFO David Zinsner subsequently said the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-received-5-7-billion-from-us-government-cfo-david-zinsner/chs6hLkRdmC">received $5.7 billion</a> from the government.<a href="https://stocktwits.com/symbol/QCOM">QCOM stock</a> is up 4% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/QCOM">INTC stock</a> is up 21%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stocks-making-the-biggest-moves-today-september-5/chwI17jRdqX">Broadcom, Tesla, Lululemon, UiPath, Samsara: Stocks Making The Biggest Moves Today</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Qualcomm CEO Reportedly Says Intel’s Chip-Making Technology Not Good Enough Yet

Cristiano Amon stated in an interview with Bloomberg that Qualcomm could eventually consider Intel if the 57-year-old company can churn out more efficient chips.

South Korean President Lee Jae Myung will meet U.S. President Donald Trump at the White House on Monday, with autos and semiconductors among the sectors most exposed to new U.S. tariffs.The Trump administration’s new trade deal imposed a 15% tariff on imports from South Korea, a key supplier of cars, semiconductors, smartphones and machinery.&nbsp;Automobiles made up 10% of South Korea’s exports last year, while chips accounted for 21%, with exports totaling more than 40% of the economy, Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-25/five-things-to-watch-in-south-korea-s-lee-first-trump-meeting">reported</a>.Lee will be joined by executives from Hyundai Motor, Samsung Electronics, SK Hynix, and LG Energy Solution.&nbsp;South Korean media reported that firms could announce up to $150 billion in new U.S. investments, adding to existing projects such as Samsung’s Texas chip plant and Hyundai’s $21 billion investment in vehicle and steel facilities.The July 31 trade deal also created a $350 billion South Korean fund for U.S. projects. Trump said he would direct the investments, and 90% of the profits would return to the U.S., while Seoul stated that most of the fund would be in the form of loan guarantees, with less than 5% in equity.&nbsp;Of the total, $150 billion is earmarked for shipyards, and Lee will visit one in Philadelphia.Agriculture is another flashpoint. Trump said South Korea would be “completely open” to U.S. farm goods, though Seoul excluded rice and beef as politically sensitive. Concessions on agriculture may be weighed against lower tariffs for autos and semiconductors.Defense spending will also be discussed. Trump has pressed allies to pay more, calling South Korea a “money machine.” The country hosts 28,500 U.S. troops and plans to allocate 2.32% of its GDP to defense this year.North Korea will be on the agenda as well. Trump met Kim Jong Un three times in his first term without curbing Pyongyang’s nuclear program, and Kim last week vowed a “rapid expansion” of his arsenal as U.S.-ROK military drills began. Analysts say engagement is unlikely unless drills are suspended and denuclearization dropped as a policy goal.On Stocktwits, retail sentiment was ‘bullish’ for the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> with ‘normal’ message volume, ‘neutral’ for the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> with ‘high’ volume, and ‘bullish’ for the&nbsp;<a href="https://stocktwits.com/symbol/EWY">iShares MSCI South Korea ETF (EWY)</a> with ‘high’ volume.SPY is up 10.8% year-to-date, QQQ has gained 12.2%, while EWY has surged 44.5%, outperforming both.For updates and corrections, email newsroom[at]stocktwits[dot]com.

South Korean President Lee Jae-myung and his wife depart from Haneda Airport. (Photo by David Mareuil/Anadolu via Getty Images)

Hyundai, Samsung Join Lee-Trump Summit As Autos And Chips Face Tariff Crossfire

South Korean firms could announce $150 billion in new U.S. projects, adding to Hyundai’s $21 billion and Samsung’s Texas chip plant, with a $350 billion fund and farm trade also in play.

Tesla CEO Elon Musk said the company will concentrate its artificial intelligence chip development on a single architecture for its AI5 and AI6 processors, following reports that the electric-vehicle maker had shut down its Dojo supercomputer project and reassigned its team.“It doesn’t make sense for Tesla to divide its resources and scale two quite different AI chip designs,”&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/1953660184351707210">Musk wrote on X</a>. He said the AI5, AI6 and subsequent chips will be “excellent for inference and at least pretty good for training,” and all effort is now focused on that line.Musk added that in a supercomputer cluster, mounting many AI5 or AI6 chips on a single board, “whether for inference or training,” could cut network cabling complexity and costs “by a few orders of magnitude.” Such a setup, he said, “one could call… Dojo 3.”Tesla is reportedly disbanding the Dojo team, with project head Peter Bannon departing and roughly 20 employees leaving to join DensityAI, a new startup founded by former Tesla executives, Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-07/tesla-disbands-dojo-supercomputer-team-in-blow-to-ai-effort">reported</a>.&nbsp;The remaining Dojo staff are being reassigned to other data centers and compute projects within Tesla.&nbsp;The company will increase its reliance on outside partners, including Nvidia, Advanced Micro Devices, and Samsung Electronics, for compute, and use Samsung for chip manufacturing,&nbsp;according to the report.Dojo was built to train machine-learning models for Tesla’s Autopilot and Full Self-Driving driver-assistance systems, as well as its Optimus humanoid robot, by processing data from its vehicles.&nbsp;Analysts, including Morgan Stanley in 2023, had seen the system as a potential $500 billion value driver.Musk had previously described Dojo as a “long shot worth taking,” while pursuing a dual path with Nvidia.&nbsp;On Tesla’s July 23 quarterly earnings call, he suggested that future iterations of Tesla’s in-house chips could converge with partner technology: “Thinking about Dojo 3 and the AI6 inference chip, it seems like… we want to try to find convergence there, where it’s basically the same chip.”Just two months earlier, Musk had&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/1930689309860045184">posted on X</a> that Tesla’s Dojo AI training computer was “making progress” and that Dojo 2 would start coming online later this year, adding that “it takes three major iterations for a new technology to be great… Dojo 2 is good, but Dojo 3 will be great.”Tesla has seen a wave of senior departures this year, including Milan Kovac, head of engineering for Optimus, and David Lau, vice president of software engineering. In June, longtime Musk aide Omead Afshar reportedly left the company abruptly.The automaker last month reached a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-confirms-tesla-as-samsung-s-16-5-b-chip-partner-in-major-foundry-deal/choe9tER5D5">$16.5 billion deal with Samsung</a> to secure AI semiconductors through 2033, with plans for a Texas plant to produce its AI6 chip, diversifying beyond Taiwan Semiconductor Manufacturing Co.On Stocktwits, retail sentiment for Tesla was ‘bullish’ early Friday amid ‘low’ message volume.<a href="https://stocktwits.com/symbol/TSLA">Tesla’s stock</a> has declined 15% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Elon Musk, co-founder of Tesla and SpaceX and owner of X Holdings Corp., speaks at the Milken Institute's Global Conference at the Beverly Hilton Hotel,on May 6, 2024 in Beverly Hills, California. (Photo by Apu Gomes/Getty Images)

Elon Musk Reacts To Report Tesla Is Pulling Plug On Dojo Supercomputer: ‘Doesn’t Make Sense’ To Split AI Chip Focus

The move underscores a broader shift in Tesla’s AI strategy, with greater reliance on external hardware partners and an emphasis on integrating future chip designs for both training and inference.

President Donald Trump's threat to impose 100% tariffs on chips imported from overseas has sent&nbsp;shockwaves among Asian investors, who have sold off shares of domestic semiconductor companies. However, two companies defied the chip sell-off in Asia&nbsp;on Thursday.&nbsp;Taiwan-listed shares of chip foundry Taiwan Semiconductor Manufacturing (TSM) were last seen trading up by about 5%, with the upside accompanied by above-average trading volume. Seoul-listed shares of South Korean electronics giant Samsung climbed over 1.80%.These two companies also featured in Apple’s press release sent out on Wednesday, announcing its $100 billion additional commitment to bring manufacturing to the U.S.Apple said TSMC’s Arizona plant would produce tens of millions of chips to facilitate the tech giant’s use of one of the most advanced technologies in the U.S. The Taiwanese company has three fabs at the site, one&nbsp;of which produces chips based on the N4 process technology. The fab began volume shipments in the fourth quarter of 2024.The second fab is scheduled to start volume production based on the N3 process technology in 2028, and a third fab, set to use the N2 and A16 process technologies, is expected to commence production by the end of the decade.Apple stated in the release that it was collaborating with Samsung at its Austin, Texas, facility to introduce an innovative new technology for chip manufacturing.&nbsp;Recent news that Samsung has won a $16.5 billion contract to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-confirms-tesla-as-samsung-s-16-5-b-chip-partner-in-major-foundry-deal/choe9tER5D5">manufacture</a> Tesla's next-generation AI6 chip at its other Texas factory has also boosted investor sentiment.&nbsp;On Stocktwits, retail sentiment toward TSMC improved to ‘neutral’ (54/100) by late Wednesday from ‘bearish’ a day ago. The message volume remained at ‘low’ levels.<figure class="image"><img style="aspect-ratio:620/50;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_07_at_1_09_53_AM_png_eee9ff417e.webp" alt="Screenshot 2025-08-07 at 1.09.53 AM.png" width="620" height="50"><figcaption>TSM sentiment and message volume as of 1:10 a.m. ET, Aug. 7 | source: Stocktwits</figcaption></figure>TSMC shares, listed on the NYSE, have gained nearly 18% this year, riding high on strong demand for its chips, driven by artificial intelligence (AI) and high-performance computing (HPC).The gains have come even as other regional chip companies have come under selling pressure. Japanese chip-equipment maker Tokyo Electron fell nearly 3%, and Renesas Electronics, which makes microcontrollers, analog, power and Systems-on-Chip (SOC) products, plunged over 3.50%.Chip-testing solutions company Advantest recouped early losses and was down only modestly. South Korean memory chipmaker SK Hynix, which had fallen sharply early in the session,&nbsp;recovered its losses and traded slightly higher.&nbsp; The reversal came after Seoul’s top trade negotiator stated in a radio interview that Samsung and SK Hynix were exempted from the 100% tariffs.Analysts see Trump’s proposed move as a long-term positive for the industry. Andrew Jackson, head of Japanese equity strategy at ORTUS Advisors, stated that Japanese chipmaking equipment is indispensable for chipmakers seeking to expand their U.S. manufacturing operations, <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/08/07/asia-chipmakers-wobble-after-trumps-100percent-tariffs-on-semiconductors.html">according</a> to CNBC.Tech giants with deep pockets, such as Apple and Nvidia, and TSMC, would ultimately emerge as winners, as they have the wherewithal to commit the most dollars, said Daniel Newman, CEO of Futurum Group.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/corning-stock-jumps-after-apple-pledges-over-2-billion-for-us-glass-expansion/chrlrTRRd5z">Corning Stock Jumps After Apple Pledges $2.5B For US Glass Expansion — But Past ‘Made In USA’ Claims Come Under Scrutiny</a>

 A man looks at digital boards show surging shares at the Taiwan Stock Exchange office, following U.S. President Donald Trump's decision to pause the global tariffs, in Taipei, Taiwan, on April 10, 2025. 

These 2 Foreign Chip Giants Shrug Off Trump’s 100% Semiconductor Tariff Blow In Asia Trading

The two companies also featured in Apple’s press release on Wednesday, in which it announced an additional $100 billion commitment for U.S. manufacturing.

Tesla CEO Elon Musk confirmed late Sunday that&nbsp;his EV company is the&nbsp;big customer behind Samsung Electronics’ 22.8 trillion won ($16.5 billion) semiconductor manufacturing agreement, according to a post on X.Earlier in the day, Samsung announced that it had secured a chipmaking contract with a global company, which will run through the end of 2033.&nbsp;While the company did not name the client, Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-28/samsung-bags-16-5-billion-deal-in-big-win-for-chipmaking-arm">reported</a> the customer is Tesla, citing a person familiar with the matter who requested anonymity."Samsung’s giant new Texas fab will be dedicated to making Tesla’s next-generation AI6 chip," Musk said, adding that the "strategic importance of this is hard to overstate.""Samsung currently makes AI4. TSMC will make AI5, which just finished design, initially in Taiwan and then [in] Arizona," he&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/1949673345567592869">wrote</a> on X.&nbsp;Musk also noted that “Samsung agreed to allow Tesla to assist in maximizing manufacturing efficiency,” calling it a “critical point,” and said, “I will walk the line personally to accelerate the pace of progress. And the fab is conveniently located not far from my house.”Samsung’s shares in Seoul rose as much as 3.5% on the day, marking their biggest intraday gain in nearly four weeks.The deal is a much-needed boost for Samsung’s foundry business, which has been struggling with low order volumes and underused capacity.&nbsp;That’s a sharp contrast to rival TSMC, which is still struggling to meet the demand it can handle. In the first quarter of 2025, TSMC continued to dominate the global chip foundry space, grabbing a massive 67.6% market share, according to TrendForce. Meanwhile, Samsung lost some ground, with its share dipping to 7.7% from 8.1% the previous quarter.Samsung and TSMC are both working toward 2-nanometer chip fabrication technology. The deal with Tesla is seen as a vote of confidence in Samsung’s next-generation manufacturing capabilities.On Stocktwits,&nbsp;<a href="https://stocktwits.com/symbol/SSNLF">retail sentiment for Samsung Electronics</a> was ‘bullish’ amid ‘extremely high’ message volume.South Korean shares of Samsung Electronics have risen 27.3% so far this year,&nbsp;while its U.S.-listed stock has risen by about 9%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A portrait picture of Elon Musk photographed in Krakow, Poland on January 22nd, 2024 and Tesla logo are screened for illustration photo. (Photo by Beata Zawrzel/NurPhoto via Getty Images)

Elon Musk Confirms Samsung’s $16.5B Chip Deal Is With Tesla: ‘I Will Walk The Line Personally To Accelerate Pace Of Progress’

The long-term agreement, which will run through 2033, is aimed at supporting the production of next-generation 2nm chips.

South Korea's top security advisor has&nbsp;departed for the U.S. to participate in another round of trade talks, as the Aug. 1 tariff deadline set by U.S. President Donald Trump draws closer, according to a Bloomberg report.This will be Wi Sung-lac's second trip in two weeks. South Korea, home to top firms like&nbsp;<a href="https://stocktwits.com/symbol/SSNLF">Samsung (SSNLF)</a> and&nbsp;<a href="https://stocktwits.com/symbol/HYMTF">Hyundai (HYMTF)</a>, faces a 25% tariff rate on imports to the U.S., up from the current 10%, in addition to sector-specific duties targeting cars, steel, and aluminum.Wi will "engage in various negotiations with American officials," Woo Sang-ho, a senior presidential secretary, told reporters Sunday, adding that more visits might follow if they are necessary, according to the&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-21/top-south-korean-official-in-us-again-as-tariff-deadline-looms">report</a>.The country is expediting negotiations after delays caused by a political gridlock in Seoul.President Lee Jae Myung's newly appointed ministers for foreign affairs, finance, and industry assumed office on Monday, following uncommon bipartisan backing. The opposition People Power Party supported the appointments, citing the urgency of U.S. tariff negotiations, which they said were too critical to the economy to postpone any further.According to local media reports, Wi's goal is to lower the tariffs by a certain percentage point, and the newly appointed Foreign Minister Cho Hyun and Finance Minister Koo Yun-cheol are also arranging a visit to the U.S.It is unclear who Wi is meeting from the U.S. side.Securing a favourable tariff deal is key for South Korea, which faces economic challenges. The economy contracted in the first quarter, and the central bank has cut interest rates to 2.5% while slashing its growth forecast to 0.8%. Meanwhile, the Lee administration has unveiled a $23.3 billion supplementary budget aimed at stimulating growth and mitigating trade-related risks.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/game-stop-s-next-big-play-new-trademark-filing-for-trading-cards-marketplace-sparks-retail-buzz/ch8qyTRR5Af">GameStop’s Next Big Play? New Trademark Filing For Trading Cards Marketplace Sparks Retail Buzz</a>

Wi Sung-lac, National Security Adviser from South Korea arrives for the social dinner for Heads of State and Government during the 76th NATO Summit in The Hague, Netherlands on June 24th, 2025. (Photo by Beata Zawrzel/NurPhoto via Getty Images)

South Korea Sends Top Envoy To Washington Again To Avert 25% Trump Tariffs Before August Deadline

Top security advisor Wi Sung-lac has left for the U.S. for a second round of talks in two weeks, according to a Bloomberg report.

U.S. Commerce Department officials are reportedly considering ending waivers that allow major global chipmakers to export American semiconductor equipment to factories in China.A Wall Street Journal report said a senior Commerce official met recently with companies such as Samsung Electronics and Taiwan Semiconductor Manufacturing Co. (TSM) to discuss rescinding blanket permissions that have let them ship U.S.-made chip tools to China without applying for licenses on a case-by-case basis.If enacted, the repeal could exacerbate U.S.–China trade tensions and strain ties with South Korea and Taiwan.&nbsp;Affected firms would need to secure individual export permits and may turn to Japanese and European tool suppliers instead.The report indicated the measure would mirror China's licensing regime for rare earth magnets, aiming to establish parity in trade controls.&nbsp;The move also fits into President Donald Trump’s broader effort to curb China’s access to advanced technology even amid a tentative trade truce struck in London earlier this month.In the past few months, the U.S. government has stopped shipments of advanced semiconductors from Nvidia and Advanced Micro Devices to China, resulting in multi-billion-dollar losses for the American firms.Nvidia was hit with an export restriction on its H20 products to China starting April 9. The company reported a $4.5 billion first-quarter charge linked to surplus H20 inventory and supply commitments.Samsung’s Xi’an memory-chip plant and TSMC’s Chinese fabs, which serve global markets in memory, logic, and AI, may experience rising costs and operational hurdles.Removing waivers may prompt Taiwan and South Korea to seek U.S. diplomatic help. It also comes as both countries negotiate new trade deals with Washington.&nbsp;On Stocktwits, retail sentiment around Taiwan Semiconductor remained in ‘bearish’ territory.<figure class="image"><img style="aspect-ratio:805/93;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_20_111207_png_6d1f3df2d9.webp" alt="TSM's Sentiment Meter and Message Volume as of 11.15 a.m. ET on Jun.20, 2025 | Source: Stocktwits" width="805" height="93"><figcaption>TSM's Sentiment Meter and Message Volume as of 11.15 a.m. ET on Jun.20, 2025 | Source: Stocktwits</figcaption></figure>Pro-national security advocates, including Jeffrey Kessler, who leads the Commerce Department’s export control division, have pushed for strict limits on U.S. technology exports to China, believing tough actions are essential to curb Beijing’s progress in key industries and encourage alternative supply chains.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uk-regulator-investigates-amazon-over-supplier-payment-practices/chlxk17RRPF">UK Regulator Investigates Amazon Over Supplier Payment Practices, Retail Stays Wary</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of Taiwan Semiconductor Manufacturing Company (TSMC), which is a Taiwanese multinational semiconductor contract manufacturing and design company, in Hsinchu, Taiwan, on April 16, 2025. (Photo by Daniel Ceng/Anadolu via Getty Images)

US Reportedly Weighs Revoking Chip Waivers For China-Bound Tech Exports

The measure would mirror China's licensing regime for rare earth magnets, aiming to establish parity in trade controls. 

Samsung Electronics Co., Ltd. engages in the manufacturing and selling of electronics and computer peripherals. The company operates through following business divisions: Device Experience (DX), Device Solutions (DS), Samsung Display (SDC), and Harman. The DX division offers televisions, monitors, refrigerators, washing machines, air conditioners, smartphones, network systems, and computers. The DS division deals with semiconductor components including DRAM, NAND Flash, and mobile APs. The SDC division provides OLED panels for smartphones. The Harman division consists of digital cockpits, car audio, and portable speakers. The company was founded on January 13, 1969 and is headquartered in Suwon-si, South Korea.

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