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Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as investors aggressively position themselves ahead of the upcoming earnings release and a highly anticipated leadership transition, with active debate regarding the company's AI strategy and potential impact on service revenue. Market participants are closely monitoring options flow and institutional sentiment for signs of a breakout, while the community remains divided over whether current valuations account for long-term growth expectations.

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 seeing intense investor focus as the stock approaches earnings with major community speculation centered on a potential stock split and a blowout performance driven by critical NAND supply shortages. Traders are bracing for high volatility and are closely monitoring how the company's guidance and enterprise SSD demand will impact its massive momentum, with significant debate occurring over whether the current valuation is sustainable or if a pullback is imminent.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit Inc. is trending as investors brace for upcoming earnings, with community sentiment split between those anticipating a major beat driven by AI monetization and skeptics warning of volatility due to its correlation with broader software and meme stock trends. Market participants are intensely focused on user growth metrics and how ad revenue performance will be interpreted against competitive benchmarks.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is experiencing significant market interest driven by the commencement of R2 production at its Illinois plant and anticipation surrounding upcoming earnings results. The community remains deeply divided, with bulls pointing to the potential for a massive rerate driven by the R2 launch and software revenue, while bears express concern over cash burn, executive compensation, and production scaling hurdles.

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 currently facing significant selling pressure and volatility as investors weigh the company's valuation against concerns over rising AI infrastructure spending and increased competition from custom chips. The community remains deeply divided, with some traders citing structural manipulation by institutions to shake out late longs, while others view the pullback as a buying opportunity in a long-term AI leader.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is seeing heightened market volatility and intense community discussion as investors weigh the company's strong AI-driven marketing growth against broader SaaS sector pressures and speculative concerns. The stock remains a focal point for traders anticipating catalysts from upcoming earnings and ongoing developments in AI monetization.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is seeing high volatility as traders react to persistent supply chain concerns and speculation regarding defense contracts and government critical minerals policy. The community remains focused on the potential for a breakout driven by sector-wide rotation into domestic critical minerals, while debates continue over short-selling dynamics and the need for definitive operational updates.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian is experiencing intense volatility and downward pressure as market sentiment shifts against the SaaS sector amid fears that AI agents may disrupt established enterprise workflows. While bearish investors are aggressively shorting the stock, citing valuation concerns and potential AI displacement, bullish participants view the current price levels as an oversold buying opportunity, highlighting the company's entrenched market position and high customer switching costs.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox is facing significant downward pressure as market participants react to ongoing child safety concerns and high volatility surrounding its growth trajectory. While some investors argue that the stock's valuation is depressed and see potential for a rebound, many in the community remain deeply skeptical, expressing concerns about persistent financial losses and the platform's long-term sustainability.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is seeing intense market attention as traders position for earnings volatility and high implied moves, with sentiment driven by strong demand in the storage sector and significant analyst upgrades. Community discussions are split between those betting on continued growth and memory supercycle momentum and others wary of potential overvaluation and earnings disappointment.

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<ul class="summary-bullets"><li>The companies said the merger completion would remain subject to other customary closing conditions, including the final regulatory approval from China’s State Administration.</li><li>The deal was announced in October 2025, for the companies to combine in an all-stock merger to create a semiconductor equipment company with an enterprise value of about $4.4 billion.&nbsp;</li><li>The merged entity is expected to increase its total addressable market to over $5 billion, with greater exposure to artificial intelligence and the corresponding demand for power solutions.</li></ul>Axcelis Technologies, Inc. (ACLS) and Veeco Instruments Inc. (VECO) announced on Friday that the companies’ stockholders have approved a merger deal.The merger deal between the two companies is expected to close in the second half of 2026.The companies said the merger completion would remain subject to other customary closing conditions, including the final regulatory approval from China’s State Administration.<a href="https://stocktwits.com/symbol/ACLS">Shares of ACLS</a> closed up 5.63% on Friday, and continued to rise by over 0.88% after-hours.Meanwhile, <a href="https://stocktwits.com/symbol/VECO">shares of VECO</a> ended the session almost 6% higher, and declined about 0.26% after market close.<h2 class="st-heading-2">Deal Contours</h2>In October 2025, the companies announced a definitive agreement to combine in an all-stock merger that would create a semiconductor equipment company with an enterprise value of about $4.4 billion.Under the terms of the deal, Veeco shareholders are expected to receive 0.3575 Axcelis shares for each share they own. After the deal completion, Axcelis shareholders are expected to own about 58%, and Veeco shareholders are expected to own approximately 42% of the combined company.Veeco's $230 million in outstanding 2029 convertible bonds will be assumed by the combined company in connection with the transaction, the companies said.<h2 class="st-heading-2">Deal Rationale</h2>The companies said that the merged entity would result in a leading semiconductor equipment company with an attractive operating profile, a robust R&amp;D innovation engine, and an expanded product portfolio with opportunities for cost and revenue synergies.The merged entity is expected to increase its total addressable market to over $5 billion, with greater exposure to artificial intelligence and the corresponding demand for power solutions. The deal is also expected to result in an annual run-rate cost synergies of $35 million within 24 months following closing, with the majority likely to be achieved within the first 12 months.The companies also noted that on a pro-forma basis for FY24, the combined company generated revenue of $1.7 billion, non-GAAP (Generally Accepted Accounting Principles) gross margin of 44%, and adjusted core profit of $387 million, as of October 2025."This merger capitalizes on the core competencies of both Veeco and Axcelis to address our customers' critical needs," Dr. Bill MiIler, Chief Executive Officer of Veeco, said at the time."With increased R&amp;D scale, the combination of these two exceptional businesses will accelerate our ability to solve material challenges, enable advanced chip manufacturing and build an even stronger company that can deliver superior value for all stakeholders," MiIler added.The combined company is also expected to execute a share repurchase program after the deal closes.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around ACLS shares remained in the ‘neutral’ territory over the past 24 hours amid ‘normal’ message volumes.Meanwhile, retail sentiment around VECO shares were in the ‘bearish’ territory over the past 24 hours amid ‘normal’ message volumes.ACLS shares have gained more than 31% in the past year, while VECO shares have risen over 21% in the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-smx-shares-rally-today/cZbFVxNR4FF">SMX Shares Rallied Over 129% Today — Here’s Why</a> &nbsp;

In this photo illustration, an Axcelis Technologies company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Axcelis Stockholders Approve Merger With Veeco To Create Semiconductor Equipment Company

Axcelis Technologies said the deal is expected to close in the second half of 2026.

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