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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 trending amid speculation that President Trump will push for federal marijuana rescheduling, potentially boosting the bottom lines of cannabis businesses. The community is buzzing with excitement, anticipating a major run similar to past declassification talks. Some are also discussing target price adjustments, and potential short squeezes.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom ($AVGO) is trending as investors digest the company's earnings report and forward guidance, with community sentiment split between bullish expectations for new ATHs and concerns about potential profit-taking. Discussions revolve around the impact of AI chip revenue and gross margins on the stock's valuation. Analyst target price upgrades are anticipated, adding to the bullish outlook for some traders.

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

Altimmune Inc

Altimmune is trending as investors discuss the potential of Pemvidutide, particularly after FDA AI acceptance for MASH biopsies, which some believe de-risks the asset. Community members are debating the drug's efficacy, safety profile, and potential for a bidding war, while also addressing concerns and FUD spread by bearish voices. Some traders express optimism about upcoming data and potential buyout scenarios, while others highlight risks and past disappointments.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending as investors discuss its recent earnings report, which featured strong international growth offsetting weaker sales in the Americas, and a surprise announcement that the CEO will be stepping down in 2026. A new share buyback program is adding to the bullish sentiment, while analysts are updating their target prices, leading to community speculation about the company's future direction and potential for new leadership.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending due to a volatile trading day, with community members discussing a potential pump and dump scheme following a recent reverse split and subsequent offering. The stock's price experienced a significant surge and then a sharp decline, leading to debates about the company's fundamentals and market manipulation. Traders are actively speculating on whether MIGI can regain compliance with listing requirements and if further dilution is expected.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

$HOOD is trending amid discussions about November's trading activity and its potential impact, with a specific focus on slowed trading volumes.  The community is debating if this dip is a buying opportunity or a sign of a larger downturn, while also watching for upcoming events and catalysts. Bullish sentiment remains due to expansion plans and potential AI developments, yet concerns persist around Bitcoin correlation and potential market manipulation.

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 trending as it showcases its in-house autonomy and AI technology at its first-ever Autonomy and AI Day, with community members discussing the potential impact of new AI-driven features and hardware on the company's future. Investors are weighing Rivian's strategy to develop its own chips and compete with Tesla's autonomous driving capabilities, while some express concerns about the timeline for implementation and the capital expenditure required. There are mixed opinions about the stock's potential, with some anticipating a significant rise and others remain cautious given the company's current financial position.

AXIL Brands, Inc. engages in the manufacture, market, sale and distribution of hearing and audio enhancement, and protection products. It operates through the Hearing Enhancement and Protection, and Hair Care and Skin Care segments. The Hearing Enhancement and Protection segment includes ear buds, earmuffs, ear plugs, outdoor speakers, and ear care items. The Hair Care and Skin Care segment focuses on expanding its business-to-business salon sales through its network of domestic and international distributors. The company was founded on May 21, 2015 and is headquartered in Beverly Hills, CA.

AXIL Brands Inc.

AXIL is trending due to a recently announced national retail distribution agreement with Walmart, sending the stock soaring in premarket trading. Community discussions revolve around the potential for a significant short squeeze and the long-term implications of this deal for the company's brand recognition and revenue. Some traders are wary of potential profit-taking and the stock's history of volatility, while others remain optimistic about further gains.

Keeta is a high-performance layer-1 blockchain designed to unify transactions across different blockchains and fiat payment systems, eliminating the need for costly intermediaries, reducing fees, and enabling near-instant settlements. With 400-millisecond transaction finality and the ability to process 10 million transactions per second, Keeta sets a new industry benchmark for speed and scalability.  Founded in 2022 and backed by Eric Schmidt, the former CEO of Google, Keeta has been engineered to meet the stringent regulatory and operational requirements of financial institutions. Its advanced on-chain compliance protocols, including KYC and AML, ensure security and regulatory adherence. Keeta’s architecture natively supports asset tokenization and digital identity, making it an ideal platform for stablecoins and real-world asset transfers.  By facilitating cross-chain transactions and interoperability with existing payment systems, Keeta bridges the gap between cryptocurrencies and fiat, enabling a secure, efficient, and compliant global financial ecosystem.

Keeta

Keeta is gaining attention for its high transaction throughput and compliance-ready architecture, positioning it as a potential backbone for the global financial system. The community is discussing its integration with Bridge, a Stripe company, which facilitates connections to regulated banking streams. Keeta's focus on speed, compliance, and interoperability distinguishes it in the Layer 1 space, attracting interest from investors and institutions alike.

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 trending as investors discuss potential impacts from a shift in US-China tech trade policy regarding chip exports, as well as a new partnership with Tata Electronics in India. Community perspectives are mixed, with some anticipating a rise to previous levels and others remaining skeptical amid broader market dynamics and concerns about potential competitive disadvantages. Discussions also include analyst target price updates and speculation about large options positions influencing near-term price action.

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<ul class="summary-bullets"><li>Overall U.S. EV sales reportedly fell more than 41% in November and Tesla's market share rose to 56.7% from 43.1%.&nbsp;</li><li>Tesla launched cheaper variants of its best-selling Model Y and Model 3 vehicles in October after $7500 federal tax credit on the purchase of new EVs expired at the end of September.</li><li>According to a Cox spokesperson, there is not enough demand for the Standard variants.</li></ul>Tesla shares closed down 1% on Thursday following a media report that the company’s sales in the U.S. dropped to a near three-year low in November. &nbsp;Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/tesla-us-sales-drop-nearly-3-year-low-november-despite-launch-cheaper-versions-2025-12-11/">reported</a>, citing estimates from Cox Automotive, that the company’s sales fell nearly 23% to 39,800 vehicles in November from 51,513 a year earlier, and were the lowest since January 2022. Overall U.S. EV sales fell more than 41% in November and Tesla's market share rose to 56.7% from 43.1%, the report added.<h2 class="st-heading-2">Standard Variants Fail To Prevent Slump</h2>Tesla launched cheaper variants of its best-selling Model Y and Model 3 vehicles in October after $7500 federal tax credit on the purchase of new EVs expired at the end of September. The Standard variant of the Model Y starts at $39,990, or at least $5000 less than its other variants.Likewise, the Standard Model 3 starts at $36,990, at least $5500 lower than its other variants. The cheaper versions were expected to prevent a deep slide in sales caused by the removal of the tax credit."The drop certainly shows there is not enough demand for the Standard variants that were supposed to boost sales after the tax credit expiry," Cox's director of industry insights Stephanie Valdez Streaty told Reuters. "What’s also happening is Standard sales are cannibalizing into sales of Premium versions, especially the Model 3."<h2 class="st-heading-2">Tesla’s Changing Priorities Threaten Sales</h2>Tesla is currently attempting to pivot away from being solely an EV maker to fields such as vehicle autonomy and robotics. Meanwhile, its vehicle deliveries stand at risk of dropping for the second consecutive year in 2025.Deliveries for the nine months through September-end this year totaled 1.22 million. Tesla must now deliver 568,917 vehicles in the fourth quarter to prevent a year-over-year drop in deliveries. Notably, the company has not yet exceeded 500,000 in quarterly deliveries till date.The company’s best quarterly delivery numbers was in the third quarter earlier this year when it delivered 497,099 vehicles, marking a year-over-year growth of 7.4%.<h2 class="st-heading-2">Ageing Lineup Aids Demand Slump</h2>The company is also bogged down by an ageing lineup. The last addition to Tesla’s lineup was the Cybertruck, deliveries of which began in November 2023. The Cybertruck, however, failed to bring in delivery numbers, likely due to its high price point.Tesla CEO Elon Musk said in November during the company’s annual general meeting that the company will start production of its humanoid robot Optimus, the Tesla Semi truck and the two-seater Cybercab meant to be launched solely for robotaxi purposes in 2026. There was no mention of a cheaper model."Tesla has a serious challenge on its hands next year when several other automakers are planning to roll out cheaper vehicles that are also full of fun features. So the answer is that Tesla needs a completely new vehicle in its fleet. Period,” Streaty told Reuters.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around TSLA stayed within the ‘bullish’ territory while message volume stayed at ‘normal’ levels.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> has gained 11% this year and by about 5% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/broadcom-stock-jumps-after-hours-as-strong-q4-and-surging-ai-chip-demand-drive-upbeat-outlook/cLIxFFhREFd">Broadcom Stock Jumps After Hours As Strong Q4 And Surging AI Chip Demand Drive Upbeat Outlook</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Tesla electric vehicles are parked at a Tesla service center on August 2, 2025 in San Diego, California. (Photo by Kevin Carter/Getty Images)

Tesla US Sales Plunge To Near 3-Year Low As Cheaper Model 3 And Y Fail To Boost Demand: Report

Reuters reported, citing estimates from Cox Automotive, that the company’s sales fell nearly 23% to 39,800 vehicles in November.

Equity

Reuters reported, citing estimates from Cox Automotive, that the company’s sales fell nearly 23% to 39,800 vehicles in November.


<ul><li>The memo, said to be issued by Metaverse leaders Gabriel Aul and Ryan Cairns, outlined plans to adjust pricing and extend the replacement cycle for existing devices.&nbsp;</li><li>The memo comes after Meta pushed back the launch of its highly anticipated mixed reality glasses, ‘Phoenix’.</li><li>Meta has been rapidly changing its priorities in recent months.</li></ul>Meta Platforms Inc. (META) is reportedly set to increase prices on its virtual reality (VR) devices to secure the company’s long-term financial sustainability.&nbsp;According to a Business Insider&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/meta-virtual-reality-devices-price-increase-memo-reality-labs-2025-12">report</a> citing an internal memo, the move comes as Meta rethinks its VR strategy to balance costs, device performance, and software development.<h2 class="st-heading-2">Premium Pricing Strategy&nbsp;</h2>The memo, reportedly issued by Metaverse leaders Gabriel Aul and Ryan Cairns, outlined plans to adjust pricing, account for new tariffs, and extend the replacement cycle of existing devices.&nbsp;"Our devices will be more premium in price going forward, but we'll have a healthier business to anchor on and free ourselves from feeling existential about any singular device's success,"&nbsp;Aul and Cairns said in the memo, as per the report.&nbsp;<a href="https://stocktwits.com/symbol/META">Meta Platforms’ stock</a> inched 0.7% lower in Thursday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory amid ‘normal’ message volume levels.&nbsp;The memo comes after Meta pushed back the launch of its highly anticipated mixed reality glasses, ‘Phoenix’, to 2027.&nbsp;<h2 class="st-heading-2">Budget Cut Plan</h2>Meta is also&nbsp;planning substantial budget cuts for its metaverse division, including layoffs, targeting both the Meta Horizon Worlds platform and the Quest VR unit.The metaverse group operates under Reality Labs, which handles VR headsets, AR glasses, and experimental technologies. Since 2021, Reality Labs has accumulated losses exceeding $70 billion.META stock has gained over 11% year-to-date and over 5% in the last 12 months.&nbsp;Also See:<a href="https://stocktwits.com/news-articles/markets/equity/why-did-envb-stock-more-than-double-in-value-today/cLIHE7UREVg"> Why Did ENVB Stock More Than Double In Value Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A visitor wears a virtual reality headset Meta Quest as he takes part in an immersive experience.

Meta Reportedly Plans Higher VR Prices To Secure Financial Stability 

According to a Business Insider report citing an internal memo, the move comes as Meta rethinks its VR strategy to balance costs, device performance, and software development.

<ul class="summary-bullets"><li>Microsoft’s plan aims to strengthen Canada’s AI and cloud infrastructure, boosting services for both public and private sectors.</li><li>Microsoft is also launching a dedicated Threat Intelligence Hub in Ottawa.</li><li>The company emphasized keeping Canadian data within the country through expanded Azure Local services.</li></ul>Microsoft Corp. (MSFT) announced on Tuesday that it is planning to invest more than C$7.5 billion ($5.42 billion) in Canada in the next two years with new facilities expected to come online in the latter half of 2026.&nbsp;The investment is a part of the tech giant’s C$19 billion ($13.7 billion) commitment between 2023 and 2027 for Canada, its largest investment in the country’s history.&nbsp;<h2 class="st-heading-2">Technology Expansion Across Canada</h2>The company’s plan aims to strengthen Canada’s AI and cloud infrastructure, boosting services for both public and private sectors. The expansion includes the growth of Azure Canada Central and Canada East datacentres to provide secure, and scalable AI capabilities.Microsoft is also launching a dedicated Threat Intelligence Hub in Ottawa to protect Canadian digital assets from nation-state and criminal cyberattacks.&nbsp;The company emphasized keeping Canadian data within the country through expanded Azure Local services and the new Sovereign AI Landing Zone (SAIL), providing locally-hosted AI solutions. Confidential computing and Azure Key Vault capabilities will further protect sensitive data, ensuring privacy and compliance for Canadian customers.<a href="https://stocktwits.com/symbol/MSFT">Microsoft’s stock</a> inched 0.1% lower in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:931/108;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_09_075403_png_0260a7b141.webp" alt="MSFT’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Dec. 9, 2025 | Source: Stocktwits" width="931" height="108"><figcaption>MSFT’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Dec. 9, 2025 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user said Microsoft is a steady choice during a volatile market time.<stembedurl>https://stocktwits.com/Ernesto_Oliver_86/message/638582756</stembedurl>Another user expressed optimism about the stock reaching $500.&nbsp;<stembedurl>https://stocktwits.com/SJac/message/638572221</stembedurl><h2 class="st-heading-2">&nbsp;Microsoft’s AI Push&nbsp;</h2>Microsoft has put out its plans to spend heavily both in&nbsp;the U.S. and abroad this year to expand its cloud computing capabilities and handle the growing need for AI workloads.&nbsp;In November, Microsoft revealed it will spend $10 billion on AI infrastructure in Portugal and another $15 billion in the United Arab Emirates.In its first-quarter&nbsp;(Q1)&nbsp;earnings call, Microsoft said it is boosting its spending on GPUs and CPUs because demand is rising and its remaining performance obligations (RPO) are growing. The company indicated that capital expenditure will be scaled up.&nbsp;MSFT stock has gained over 16% year-to-date and over 10% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-to-reportedly-restrict-nvidia-h200-chip-use/cLIruVQREZO">China To Reportedly Restrict Nvidia H200 Chip Use</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration the Microsoft logo is displayed on a mobile phone screen in Ankara, Turkiye on October 11, 2025.

Microsoft’s Historic Canadian Expansion Aims To Secure AI Future – Why The Dedicated Threat Intelligence Hub Matters?

The investment is a part of Microsoft’s $13.7 billion commitment between 2023 and 2027 for Canada, its largest investment in the country’s history. 

<ul class="summary-bullets"><li>A new hyperscale cloud region in Hyderabad, dubbed the “India South Central” cluster, is scheduled to go live by mid-2026.</li><li>Microsoft will also increase capacity in existing data centers in Chennai, Hyderabad, and Pune to support cloud services.</li><li>To meet regulatory and privacy requirements, Microsoft will offer “Sovereign Public Cloud” and “Sovereign Private Cloud” options in India.</li></ul>Microsoft Corp. (MSFT) has committed a record‑breaking $17.5 billion to India, marking its biggest investment ever in Asia.&nbsp;In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/satyanadella/status/1998376337938039091">post</a> on the X platform, Microsoft CEO Satya Nadella said the investment will help India in its push to build out cloud and AI infrastructure, boost local digital skills, and reinforce India’s sovereign capacities in technology.<figure class="image"><img style="aspect-ratio:579/196;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_09_082534_png_7da1e566c1.webp" alt="Screenshot 2025-12-09 082534.png" width="579" height="196"></figure>Earlier in 2025, Microsoft announced a $3 billion package to scale Azure cloud and AI services in India over two years, with plans to train 10 million people in AI and cloud skills by 2030.&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft’s stock</a> inched 0.01% in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock reclaimed in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<h2 class="st-heading-2">Big Push On AI Infrastructure And Data Centers</h2>The investment will go toward expanding Microsoft’s data-center footprint nationwide. A new hyperscale cloud region in Hyderabad, dubbed the “India South Central” cluster, is scheduled to go live by mid-2026.&nbsp;The tech giant will also boost capacity in existing centers across Chennai, Hyderabad and Pune, aiming to deliver faster, more resilient cloud services for businesses, public-sector institutions and startups.<h2 class="st-heading-2">Ensuring Data Sovereignty</h2>To meet regulatory and privacy requirements, Microsoft will offer “Sovereign Public Cloud” and “Sovereign Private Cloud” options in India. These services provide locally governed data-processing environments, compliance safeguards, and support for high-performance workloads, including GPU-based computing on Azure Local.Microsoft also plans to deploy its Copilot productivity service with in-country data processing by the end of 2025, aligning with growing demand for data sovereignty in sectors such as government, finance, and healthcare.&nbsp;MSFT stock has gained over 16% in 2025 and over 9% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bill-gates-says-some-highly-valued-ai-companies-may-lose-in-the-long-run-warns-many-firms-won-t-be-worth-that-much/cLIrCJ8RENT">Bill Gates Says Some Highly Valued AI Companies May Lose In the Long Run – Warns Many Firms ‘Won’t Be Worth That Much’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Satya Nadella Announces Microsoft’s $17.5 B Commitment To Build India’s AI Infrastructure

In a post on the X platform, Microsoft CEO Satya Nadella said the investment will help India in its push to build out cloud and AI infrastructure.

<ul class="summary-bullets"><li>CEO Mark Zuckerberg initially projected that the company’s Llama AI models would set the standard for the industry and democratize AI access.&nbsp;</li><li>Meta executives are addressing Avacado’s performance testing and model training challenges.</li><li>In 2025, Meta undertook a multibillion-dollar hiring spree, bringing in top AI talent.</li></ul>Meta Platforms Inc. (META) is reportedly reshaping its AI strategy after recent developments indicate a shift from open-source Llama initiatives toward a more proprietary and high-investment approach, aimed at competing directly with OpenAI, Google, and Anthropic.According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/12/09/meta-avocado-ai-strategy-issues.html">report</a>, CEO Mark Zuckerberg initially projected that the company’s Llama AI models would set the standard for the industry and democratize AI access.&nbsp;<h2 class="st-heading-2">Project Avacado&nbsp;</h2>Meta is now working on a next-generation AI project, codenamed Avocado, which is expected to launch in early 2026, rather than the initially anticipated late-2025 timeline, said the report.&nbsp;Meta executives are addressing performance testing and model training challenges to ensure a smooth rollout, signaling a more cautious approach than last year’s ambitious Llama announcements.<a href="https://stocktwits.com/symbol/META">Meta’s stock</a> inched 0.4% lower in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory amid ‘normal’ message volume levels.&nbsp;Meta’s early advantage in open-source AI is waning, according to the report. After Llama 4’s lukewarm reception and unauthorized use of its architecture by competitors, the company is reconsidering open-source strategies. Avocado is expected to be a proprietary system that restricts external access to its models, reinforcing Meta’s push for security and control over its AI technology.<h2 class="st-heading-2">Leadership Shake-Up And Talent Acquisition</h2>In 2025, Meta undertook a multibillion-dollar hiring spree, bringing in top AI talent, including Alexandr Wang, founder of Scale AI, and other industry veterans like Nat Friedman and Shengjia Zhao.&nbsp;Wang now leads the new TBD Lab, which manages Meta’s large language models. These hires mark a departure from Meta’s historic preference for long-tenured internal promotions.The company has also planned&nbsp;substantial budget reductions for its metaverse division, signalling a strategic shift in vision towards AI and related tools.&nbsp;META stock has gained over 12% in 2025 and over 6% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/satya-nadella-announces-microsoft-s-17-5-b-commitment-to-build-india-s-ai-infrastructure/cLIrUOpREZA">Satya Nadella Announces Microsoft’s $17.5 B Commitment To Build India’s AI Infrastructure</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In Créteil, France, on September 29, 2025, the Meta AI logo appears on a smartphone.

Meta’s AI Ambitions Pivot Amid Llama Setbacks – What Is The Proprietary Avocado Model?

According to a CNBC report, Meta is now working on a next-generation AI project, codenamed Avocado, which is expected to launch in early 2026.

<ul class="summary-bullets"><li>The move highlights Beijing’s cautious stance toward unrestricted access to cutting-edge AI infrastructure.</li><li>On Monday,&nbsp;President Donald Trump said that the U.S. will allow Nvidia to ship its H200 chips to China.</li><li>The Institute for Progress (IFP) said the H200 chip would be nearly six times more powerful than the H20.</li></ul>Beijing is reportedly preparing to curb domestic access to advanced H200 chips from NVIDIA Inc. (NVDA), even though the U.S. government cleared their export to China.The move highlights Beijing’s cautious stance toward unrestricted access to cutting-edge AI infrastructure and its ambition to become self-sufficient in chip production.&nbsp;<h2 class="st-heading-2">China’s Plan</h2>According to the Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/c4e81a67-cd5b-48b4-9749-92ecf116313d">report</a>, the Chinese government plans to limit usage of Nvidia’s powerful H200 chips, designed for heavy-duty AI processing, on its soil.On Monday,&nbsp;President Donald Trump said that the U.S. will allow Nvidia to ship its H200 chips to “approved customers” in China and other countries. Trump said the chips could be exported only if “strong national security” is maintained, and he suggested that the U.S. government would receive about 25% of the revenue from those chip sales as part of the arrangement.<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> inched 0.2% higher in Tuesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">Nvidia’s Challenge In China&nbsp;</h2>The AI bellwether has encountered growing challenges in China in recent years, particularly after the U.S. government imposed export limits on high-end chips.To adapt, the company developed a tailored version of its chip for the Chinese market, named the H20, intended to comply with the rules. More recently, the White House has slightly relaxed those restrictions.A&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ifp.org/should-the-us-sell-hopper-chips-to-china/">report</a> published by the non-partisan think tank, the Institute for Progress (IFP), said the H200 chip would be nearly six times more powerful than the H20. The IFP said that the Blackwell chip, currently used by U.S. AI companies, is about 1.5 times faster than the H200 for training AI systems and five times faster for running AI models.In September, China’s Cyberspace Administration (CAC) told big companies, such as Alibaba Group (BABA) and ByteDance, to stop testing and buying Nvidia’s RTX Pro 6000D, a chip made on Nvidia’s Blackwell architecture.NVDA stock has gained over 38% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-s-eu-woes-tech-giant-faces-fresh-antitrust-probe-over-ai-content-use/cLIrtNxREZJ">Google’s EU Woes: Tech Giant Faces Fresh Antitrust Probe Over AI Content Use</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The NVIDIA logo appears on a smartphone screen with a GeForce GPU in the background, illustrating branding and technology context.

China To Reportedly Restrict Nvidia H200 Chip Use

According to the Financial Times report, the Chinese government plans to limit the usage of Nvidia’s powerful H200 chips, designed for heavy-duty AI processing, on its soil.

<ul class="summary-bullets"><li>The inquiry comes amid a growing crackdown by European regulators on U.S. tech giants.&nbsp;</li><li>The inquiry centers on whether Google imposed unfavorable terms on content creators or undercut rival AI developers.</li><li>In September, the tech giant was fined €2.95 billion ($3.44 billion) for its unethical adtech practices.&nbsp;</li></ul>The European Commission has launched a new investigation on Tuesday targeting Alphabet Inc. (GOOG, GOOGL) over concerns it may have exploited&nbsp;online content to power its artificial-intelligence features.&nbsp;The inquiry comes amid a growing crackdown by European regulators on U.S. tech giants.&nbsp;<h2 class="st-heading-2">What Sparked The Inquiry?</h2>Google’s AI services, including “AI Overviews” and “AI Mode” on its search platform, now draw on content from web publishers and uploads on its video platform to generate summaries or conversational answers.The European Commission said it will probe whether Google used the content without appropriate payment or an option for publishers and content creators to refuse its use, undercutting rival AI developers.&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet Inc.’s Class A stock</a> inched 0.2% lower in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:933/101;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_09_045311_png_4ef82f05aa.webp" alt="GOOGL’s Sentiment Meter and Message Volume as of 04:50 a.m. ET on Dec. 9, 2025 | Source: Stocktwits" width="933" height="101"><figcaption>GOOGL’s Sentiment Meter and Message Volume as of 04:50 a.m. ET on Dec. 9, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Backdrop Of Ongoing Crackdown</h2>The probe follows previous major penalties against Google: in September, the tech giant was fined €2.95 billion ($3.44 billion) for its unethical adtech practices. EU antitrust laws prohibit anticompetitive agreements between companies and ban the misuse of market power. Penalties for breaking EU antitrust rules can reach up to 10% of a company’s worldwide yearly revenue.Google has already been scrutinized under the EU’s new Digital Markets Act (DMA), facing allegations that it has pushed down search results from publishers that include paid or sponsored material.&nbsp;The latest development comes even after President Donald Trump’s&nbsp;repeated warnings on the European Union’s clampdown on U.S. big tech.&nbsp;GOOGL stock has gained over 65% in 2025 and over 78% in the last 12 months.&nbsp;Exchange Rate: €1=$1.16Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/david-ellison-s-paramount-just-crashed-netflix-s-party-with-a-108-b-power-play-for-warner-bros-but-is-it-an-offer-wbd-can-t-refuse/cLIrq6qREZE">David Ellison’s Paramount Just Crashed Netflix’s Party With A $108B Power Play For Warner Bros — But Is It An Offer WBD Can’t Refuse?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, logo of Google is displayed on a mobile phone screen in Ankara, Turkiye on August 20, 2024.

Google’s EU Woes: Tech Giant Faces Fresh Antitrust Probe Over AI Content Use

The European Commission said it will probe whether Google used the content without appropriate payment or an option for publishers and content creators to refuse its use, undercutting rival AI developers. 

<ul class="summary-bullets"><li>Dan Ives, managing director at Wedbush Securities, lifted his price target on Apple to $350 from $320.</li><li>Ives estimates an incremental lift of $75 to $100 per share as Apple rolls out new AI-driven features.</li><li>Evercore ISI analyst Amit Daryanani boosted his price target for Apple to $325 from $300.</li></ul>Wall Street is increasingly convinced that Apple Inc. (AAPL) is nearing a pivotal shift in its artificial intelligence roadmap, setting the stage for a major transformation in the company’s long-term product strategy.Wedbush Securities and Evercore ISI increased their price targets on the stock, citing Apple’s deeper push into AI as a potential benefit.&nbsp;<h2 class="st-heading-2">Wedbush Raises Expectations</h2>Dan Ives, managing director at Wedbush Securities, lifted his price target on Apple to $350 from $320, citing that the company is finally positioned to take a meaningful step into the broader AI race next year., according to TheFly.<blockquote>“2026 is going to finally be the year that Apple actually enters the AI Revolution.”-Dan Ives,&nbsp;Managing Director, Wedbush Securities</blockquote>He cited healthy demand for the recently launched iPhone 17, especially strong sales momentum in China, and favorable year-end holiday season forecasts.&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple’s stock</a> traded over 0.3% lower on Monday afternoon. On Stocktwits, retail sentiment around the stock changed to ‘neutral’ from ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:929/104;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_08_122105_png_79d543ad25.webp" alt="APPLE’s Sentiment Meter and Message Volume as of 12:00 p.m. ET on Dec. 8, 2025 | Source: Stocktwits" width="929" height="104"><figcaption>APPLE’s Sentiment Meter and Message Volume as of 12:00 p.m. ET on Dec. 8, 2025 | Source: Stocktwits</figcaption></figure>Wedbush projected that Apple’s eventual AI monetization strategy could add significant value to the stock over the next several years, with Ives estimating an incremental lift of $75 to $100 per share as the company rolls out new AI-driven features. The firm expects Tim Cook to remain at the helm through at least 2027 to steer Apple through this transition.<h2 class="st-heading-2">Evercore ISI Highlights Siri Overhaul</h2>Evercore ISI analyst Amit Daryanani boosted his Apple price target to $325 from $300, citing what he describes as a major redesign of Siri powered by Alphabet Inc.'s (GOOG, GOOGL) Gemini model.&nbsp;The firm anticipates the next-generation assistant will debut in March 2026 ahead of WWDC. Evercore expects the upgrade to mark a meaningful narrative shift for Apple’s AI positioning.AAPL stock has gained over 10% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-survey-shows-major-productivity-surge-among-customers-how-much-time-did-heavy-users-save/cLIYHe9REm0">OpenAI Survey Shows Major Productivity Surge Among Customers: How Much Time Did Heavy Users Save?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, Apple logo is seen on a smartphone screen and Apple Intelligence logo of an artificial intelligence (AI) in the background. 

Apple’s AI Potential Spurs Fresh Price Target Hikes From Analysts

Wedbush Securities and Evercore ISI increased their price targets, citing their belief that Apple’s deeper push into AI could be beneficial. 

<ul class="summary-bullets"><li>The regulator sought information from the EV maker including the number of vehicles equipped with FSD and miles traveled by them.</li><li>The letter is part of the regulator’s probe into complaints of FSD-equipped vehicles engaging in behaviors that constitute traffic violations</li><li>Tesla must now respond to the regulator’s queries by January 19, 2026, failing which it may be subject to penalties.</li></ul>The National Highway Traffic Safety Administration (NHTSA) has now sought answers from EV maker Tesla Inc (TSLA) on traffic violations involving its vehicles equipped with the company’s full self-driving (FSD) driver assistance technology.The regulator<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://static.nhtsa.gov/odi/inv/2025/INIM-PE25012-30897.pdf"> sought </a>information from the EV maker, including the number of vehicles equipped with FSD and miles traveled by them. It also asked for details on consumer complaints that the company is aware of, in addition to field reports and other incident reports. NHTSA has also demanded for Tesla’s answers on what it considers to be the causal or contributing factor in these incidents.The letter is part of the regulator’s probe into complaints of FSD-equipped vehicles engaging in behaviors that constitute traffic violations including proceeding or attempting to proceed into intersections against red traffic signals, entering opposing lanes of travel or attempting to enter roads with wrongway signs, and improper lane use within intersections.Tesla must now respond to the regulator’s queries by January 19, 2026, failing which it may be subject to penalties.<h2 class="st-heading-2">Regulator Says Aware Of More Complaints</h2>The NHTSA said that it is now aware of 62 complaints, four media reports and 14 reports flagged by Tesla, where the EV maker’s vehicles operating with the company’s FSD software malfunctioned. This is higher than the 58 incidents flagged by the company when it opened the probe into about 2.9 million vehicles in October.NHTSA’s probe seeks to assess the scope, frequency, and potential safety consequences of FSD executing driving maneuvers that constitute traffic safety violations. As Tesla requires a driver to supervise and intervene as needed with FSD use, the probe will also assess whether there was prior warning or adequate time for the driver to respond to the unexpected behavior, or to safely supervise the automated driving task, NHTSA said.The regulator will additionally assess the capability of FSD to detect and respond to traffic signals, lane markings, and wrong-way signage.<h2 class="st-heading-2">But Musk Thinks Tesla FSD Users Can Text And Drive</h2>Earlier this week, Tesla CEO Elon Musk <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/1996631421449072754?s=20">said</a> in a post on X that the latest iteration of FSD will allow drivers to text and drive depending on the context of surrounding traffic. &nbsp;Texting and driving is currently illegal in nearly every state in the U.S.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around TSLA stayed within the ‘bullish’ territory over the past 24 hours while message volume rose from ‘low’ to ‘normal’ levels.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> has gained 13% this year and by about 23% over the past 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/committee-on-homeland-security-send-letters-to-apple-google-on-apps-allowing-tracking-of-federal-law-enforcement/cLIS0pKRElG">Committee On Homeland Security Send Letters To Apple, Google On Apps Allowing Tracking Of Federal Law Enforcement</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Tesla Model Y, equipped with FSD system. View of FSD system in action with Tesla dashboard display. (Edie Leong for The Washington Post via Getty Images)

Tesla Faces Tough Questions From US Regulator As FSD Probe Widens With More Complaints And Incident Reports

The NHTSA said that it is now aware of 62 complaints, four media reports and 14 reports flagged by Tesla itself where Tesla vehicles operating with the company’s full self-driving software malfunctioned.

Capturing AI Gains Without Overexposure: ETFs to Consider

As AI continues to power market momentum, a diversified approach is key. Here are some ETFs that can help investors benefit from the AI rally without overexposure.

Vanguard Group, Inc. - Vanguard S&P 500 ETF

Bullish: S&P grinds higher

Choppy but up: buy dips

Sideways: fade the move

Bearish: this rally falls off

The Federal Reserve just announced a 0.25 percentage point interest rate cut at its December 10, 2025 meeting.​ Share your outlook on how the latest Federal Reserve interest rate cut will impact stocks and the S&P 500 over the next month.

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