SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is trending as the crypto market experiences volatility, sparking debates about potential bottom levels and the impact of large holders like MicroStrategy. Community discussions range from calling it a "pedo ponzi coin" to anticipating a surge to $200K, highlighting the highly polarized sentiment around its future. Investors are closely watching for key support levels and potential market corrections.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is trending downwards amidst Bitcoin's recent volatility, sparking debates about its correlation with BTC and potential risks. Community discussions range from concerns about margin calls and possible delisting to speculation on a potential bottom, with some traders eyeing a bounce while others foresee further declines. The stock's performance is closely tied to Bitcoin's price movements and Michael Saylor's strategy, leading to heightened uncertainty and a wide range of opinions.

Bitmine Immersion Technologies, Inc. is a blockchain technology company, which engages in industrial scale digital asset mining, equipment sales, and hosting operations. It operates through the Cryptocurrency Mining Industry segment. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

BMNR is trending as investors discuss its correlation to Ethereum's price movements and upcoming earnings, with many expressing concerns over recent price drops and the impact of crypto market volatility. The community is actively debating the influence of figures like Tom Lee and Cathie Wood, while also pondering potential catalysts such as staking announcements and possible market manipulation. Discussions include BMNR's NAV, potential risks, and the overall sentiment surrounding crypto investments.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull Corp ($BULL) is trending following earnings, with community members pointing to strong revenue growth and a significant EPS beat. Despite positive results, some express concern about the overall market conditions and potential dilution, while others remain bullish, anticipating future upgrades and a rise in stock price. Discussions also revolve around institutional interest and comparisons to similar companies like Robinhood.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is trending amid volatility, with investors reacting to a UBS price target increase and broader market concerns. Community discussions revolve around whether the recent selloff presents a buying opportunity or signals an overbought condition, especially with Nvidia's earnings on the horizon. Sentiment is mixed as some anticipate a continued rally driven by AI memory demand, while others foresee a deeper correction.

Blockchain-on-Blockchain (BOB) is a new blockchain built on top of another blockchain called ICP. It's like a special layer on an existing system. BOB creates a secure digital record book that uses ICP's network for safety. BOB uses a system called 'proof-of-on-chain-work': You deploy your own smart contract (canister) at bob.fun. This program solves math problems (hashes). Main computers (mother nodes) give out these problems. Miners solve the problems and tell the mother node. If correct, the mother node adds a new block to the blockchain. The winning miner gets BOB tokens as a reward.

$BOB is trending as a novel token on the ICP blockchain, drawing comparisons to an early-stage Bitcoin due to its limited supply and halving schedule, sparking community interest. Discussions revolve around its potential for significant growth, particularly in relation to the ICP ecosystem, with some viewing it as a way to support the network. The community is closely watching upcoming halving events and their potential impact on price.

Centrus Energy Corp. engages in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment includes various components of nuclear fuel to utilities from its global network of suppliers. The Technical Solutions segment offers advanced engineering, design, and manufacturing services to government and private sector customers, and is deploying advanced nuclear fuel production capabilities to power existing, and next-generation reactors around the world. The company was founded in October 1992 and is headquartered in Bethesda, MD.

Centrus Energy Corp - Ordinary Shares - Class A

LEU is trending due to a multi-billion dollar investment in its uranium enrichment expansion, sparking bullish sentiment. The community is discussing the potential for a short squeeze given the high short interest and small float. Broader context includes rising interest in nuclear energy, driven by AI and national security concerns.

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 ($SNDK) is trending due to significant volatility and a recent price surge driven by optimism around the memory market and AI data center demand. The stock experienced a large pullback after hitting new highs, sparking debates about its valuation, potential overextension, and whether it's primed for a bounce or further decline. Community members are actively discussing swing trading opportunities versus long-term holds, and speculating about possible acquisitions.

ETF Opportunities Trust - T-REX 2X Long BMNR Daily Target ETF

T-REX 2X Long BMNR Daily Target ETF

The T-REX 2X Long BMNR Daily Target ETF ($BMNU) is trending as traders discuss its potential for gains amidst fluctuations in Ethereum ($ETH) and its underlying asset, Bit Mining ($BMNR). Community chatter revolves around the ETF's leveraged exposure, with some expressing concerns about potential reverse splits and others anticipating a significant rally if Ethereum rebounds. The conversation also highlights the debate around its tracking accuracy and suitability for short-term trading.

Copart, Inc. engages in the provision of online auctions and vehicle remarketing services. The firm offers vehicle sellers a full range of services to process and sell vehicles primarily over the internet through Virtual Bidding Third Generation Internet auction-style sales technology. It sells vehicles principally to licensed vehicle dismantlers, rebuilders, repair licensees, used vehicle dealers, exporters and at certain locations, and the public. The company’s services include online seller access, salvage estimation services, estimating services, end-of-life vehicle processing, virtual insured exchange, transportation services, vehicle inspection stations, on-demand reporting, DMV processing, and vehicle processing programs. It operates through the United States and International segments. The company was founded by Willis J. Johnson in 1982 and is headquartered in Dallas, TX.

Copart, Inc.

Copart's recent earnings are driving discussion, with the community analyzing whether the results justify the stock's valuation amid strong revenue and EPS figures. Community members are closely monitoring the company's performance, particularly its cash position and potential for strategic acquisitions or buybacks. The stock's potential to outperform in a correcting market, and its position within the broader vehicle auction and e-commerce landscape, also remain key talking points.

statis crypto Watchlist

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Tesla-Managed Thirty-Party Owned Supercharger Opens In Florida

The supercharger location, comprising eight stalls, is owned by a third party but managed by Tesla.

Equity

<ul class="summary-bullets"><li>The tool is designed to provide highly accurate, context-rich visuals.</li><li>Nano Banana Pro renders accurate and legible text in multiple languages.</li><li>The model is available to free-tier, Google AI Pro, and Ultra subscribers across Google apps and services.</li></ul>Alphabet Inc.’s (GOOG, GOOGL) Google has unveiled Nano Banana Pro, its latest image generation and editing model, powered by Gemini 3 Pro.The tool is designed to provide highly accurate, context-rich visuals for creators, students, and professionals.&nbsp;<h2 class="st-heading-2">Advanced Visualization&nbsp;</h2>Nano Banana Pro enables users to turn ideas into detailed visuals, from prototypes and infographics to storyboards and educational diagrams.Using Gemini 3’s reasoning capabilities, the model integrates real-world knowledge, allowing creators to generate images grounded in factual information and current data, such as weather or sports.<a href="https://stocktwits.com/symbol/GOOGL">Alphabet’s Class A</a> shares traded over 2% higher on Thursday mid-morning. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:936/104;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_20_113611_png_b7df24c5d9.webp" alt="GOOGL’s Sentiment Meter and Message Volume as of 11:15 a.m. ET on Nov. 20, 2025 | Source: Stocktwits" width="936" height="104"><figcaption>GOOGL’s Sentiment Meter and Message Volume as of 11:15 a.m. ET on Nov. 20, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Text And Multilingual Support&nbsp;</h2>The model renders accurate and legible text in multiple languages. Nano Banana Pro supports diverse fonts, textures, and calligraphy, and also supports content localization and translation, expanding accessibility for global audiences.The model can combine up to 14 distinct images into a single composite and maintain consistent likenesses across up to five characters.According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/20/google-nano-banana-pro-gemini-3.html">report</a>, Nano Banana Pro is much better at embedding readable, high-quality text directly into images.The model is available to free-tier, Google AI Pro, and Ultra subscribers across Google apps and services. Google’s latest AI model,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-launches-gemini-3-competition-openai/cLPVeh6RE7u">Gemini 3</a>, has drawn rave reviews among users&nbsp;amid intensifying competition with OpenAI.Optimism around Gemini 3’s enhanced reasoning capabilities and interactive tools sent&nbsp;Alphabet shares to a record high on Wednesday.GOOGL stock has gained over 57% year-to-date and over 69% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-navitas-semiconductor-stock-surge-9-percent-today/cLPANoGREa1">Why Did Navitas Semiconductor Stock Surge 9% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Gemini 3 is displayed on a smartphone screen with Google logo in the background.

Google Launches Advanced Image Generation Model Powered By Gemini 3 Pro 

The tool is designed to provide highly accurate, context-rich visuals.

Nano Banana Pro enables users to turn ideas into detailed visuals, from prototypes and infographics to storyboards.


The Zacks Analyst Blog Highlights MS, VOO, SPY, IVV, SPYM, RSP, EQ and EQWL

MS sees U.S. equities outpacing global markets into 2026, lifting its S&P 500 outlook and spotlighting ETFs poised to benefit.

<ul class="summary-bullets"><li>If customers wish to procure their new Model Y vehicle before the end of 2025, they can place an order from the inventory, the company says on its website.</li><li>At the time of writing, Tesla has multiple vehicle units listed in its inventory across variants.&nbsp;</li><li>Tesla has, overall, four variants on sale in China after the addition of the longer Model YL variant with second-row individual seats in August.</li></ul>American EV giant Tesla Inc (TSLA) is now urging its customers in China to buy inventory Model Y vehicles as the wait time for custom vehicles stretches into 2026.Tesla’s China website currently shows a wait time of at least 4 weeks for custom-designed vehicles and a maximum of 8 weeks for the rear-wheel drive and YL variants of the SUV, and as much as 13 weeks for the long-range variants. This implies that a customer placing an order for a custom Model Y might not receive their delivery until next year.However, if customers wish to procure their new vehicle before the end of 2025, they can place an order from the company's inventory, according to its website. At the time of writing, Tesla has multiple vehicle units listed in its inventory across variants.<h2 class="st-heading-2">Tesla’s Model Y Variants In China</h2>Tesla has, overall, four variants on sale in China after the addition of the longer Model YL variant with second-row individual seats in August.The YL is the priciest variant of the company’s best-selling SUV, with a starting price of 339,000 yuan, compared to 263,500 yuan for the base rear-wheel-drive version.<h2 class="st-heading-2">Push To Avoid Delivery Decline</h2>The push to have customers take their deliveries before the end of the year also comes as Tesla looks to avoid a year-on-year delivery slump for the full year. Tesla deliveries fell in both the first and second quarters of 2025, despite the company setting a new quarterly delivery record in the three months through September-end with 497,099 deliveries.As of the end of the third quarter, Tesla has delivered 1,217,902 vehicles, implying that the company must deliver over 570,000 vehicles in the fourth quarter, an ambitious target provided the company has not delivered over 500,000 in three months to date.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around TSLA jumped from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume fell from ‘high’ to ‘normal’ levels.<figure class="image"><img style="aspect-ratio:622/65;" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAm4AAABBCAYAAABozSjZAAAQAElEQVR4AeydeVBUV77Hv5fFZhMaFEIrRHENqBOJJlHyEitM4kQdUkZN4kiNqbjwFM3MGE3+SFJTUynnvZnEJPWiYkpHHJ1g4oxbPUpNmQl5mTxRE9dowPWBijYBpREEuqWBd363F7qh940Gfl13Ped3fufcz718+d1z7u0O6eAPE2ACTIAJMAEmwASYQK8gEAL+MAEmwASYABPwmAAXZAJMIJAEOHALJG2uiwkwASbABJgAE2ACXhDgwM0LeFw0OAlwq5gAE2ACTIAJ9FUCHLj11TPLx8UEmAATYAJMgAl4QiCoyzgM3O7fb0V9fSNqaupw61Ytz8yArwG+BnrkGiANIi0iTfK1opJP8k11sM6xzvM1wNdAT10DpEGkRaRJjnTObuBGhTWaBoSFhSE+PhYq1WAMGZLIMzPga4CvgYBeA6Q9pEGkRaRJpE2ORM2dPPJFPsk31UF1BaXO8TUX0GuOrwH+Xx/oa4C0hzSItIg0ibTJnpaF2Mq4c+eunJyUlICYmEiEh4dBkiQ5jRdMgAkwgUASkCRJ1iDSItIkqtukUbTt6WzyQT7JN+ucpyS5HBNgAt4SkCTXda5b4EZRXmhoCJTKgRyseXsm+m55PjIm0CMEJEmStYk0irTK00ZQWfLBOucpQS7HBJiAvwhIkmOdswrcaFxVp7uPuLgYf7WH/TIBJsAEvCZAGkVaRZrlrjMqQ2XJh7tl2Z4JMAFfEWA/zgiQRpFWkWZZ2loFbs3NWkRHR3FPmyUh3mYCTCDoCEiSJGsVaZa7jaMyrHPuUmN7JsAEAk1AkmzrnFXgRlGdQhEe6LZxfUyACTABtwmQVpFmuVuQylDZruV4nwkwASYQbARIq0izLNtlFbjp9W0ICwu1zOdtJsAEmEBQEiCtIs1yt3FUhsq6W47tmQATYAKBJkBaRZplWa9V4EYZksRvjxKHnp+5BUyACTgiIEmea5UkeV7WUZs4jwkwASbgSwKS1F2rugVuvqyQfTEBJsAEmAATYAI9RICr7ZMEOHDrk6eVD4oJMAEmwASYABPoiwSCO3BrqIa6oS9i52NiAv2SAB90UBOoQum+Y7gR1G3kxjEBJuB94NZejdLPt2D9epo3oXDfOdS1ewi29hiKDlwyF77y7T7s/vaqed9fGxcO7EJprb+8s18mwAR6O4GaI7tQsOUwLlhq27VvUPhJcGqH/mwxCorLrLDfPb4b27+utkqz3tHgVmU16qwTeY8JMIEgI+B14Kb+n8M4r5yO115bKuY8PJsRBYWnXus0qGvRmRGNmrUcr80aad73+YbssAF1d3TQ6uUdXjCBfkego6MDd+7U4eZNNa5cqURZ2UWcPfsjTp78AcePn8J3353GqVPn8MMPZSgvv4yKiutQq39CY+O9fsOqTadDWEcVzp/rPOQLP1yDFsGpHWFjVIirvIYL5uY24MeLGiSlJZtTeIMJ9CcCfUnnPA2xzOdbe78z0AJCkTp2JKKNuU1XvsHnW7agoGALCkVPWhOlU69a8QmcP7ADBRs24CO6i20RGZT+5VXob/4vCox3sXSXW3TE0BVG28VHzmH/NtGz919bUFRahRvf7kZhgfDxSTHOys6Fn3YNzu4Tvj8R9W7ejdKbIk1M1KtWcuaI3J71cnnDnSeln9QIUdsn7EUbhSlPTKDPE2ht1aOhoQm1tRrQdwRRMHbjxi3cvn1HpN9DS4sWra2t6BBBXXt7u7C5j+bmFty924CffqrFtWtV8pp+75N+ELlF3HCRbV8GFxYbi7rL5wyH2H4JF2pikRRl2JWXTVdR8nmh0C+hJVsP4YJRk9RHdmOz0MCCTwrx+bdVoHtEW2l1Zw5hO+nlhk1Yv+MbqE29ezePybpVQJomz7sMIwR26pPbEjkGaXFVqKiU94CWS6i4m4K04WLfpJHUpoIdKC5vFoldJtLjT4+hxphM+lvkIy02uuwzKz6Q4CXQV3XO68At7clpUF0vFgHYfpScq5VFST6Ndcew+7AG6QuWIj9/ER67/w1KLoocvQ66youo+1ku8leuxIykqzh+qgFInILcJ1OAof+G/GUvIysRoLtcna5NFDJsV17T4alXRM/erzOgP16M4wOnY1H+SuSkVuPkd4YA78KB3TgZN134EPW+oMLlr47hrvCga6nFhWvxmLHYWP7kaflu9KFZORgXE4txLwj7WWOEJU9MoO8SoO8DqqtrkAO2e/eaRXCmh07Xiri4WLcPOlYEMjrdfRHk6UDBW01NHZqaWkSw57ar3lEgaSTSNBdxkm40LwoNG5qChFZT0zUo3VOCuvT5svbkTdGjpIQe+yjD8RPA48uEvixbhHlTUhAGW2mAQpWJ2UKf8lcux7NxZTh8VOgialHyRRkGTafySzE9VYHUZ14W+mivPlN7YjFuZBRuXKqSE3TnrqJu+Eg8JPYuHPgcJ4V25ucLn69koumrfSjtOj5KOi16GQ3qa9BfX2mxaAJPTMCvBPq6znkduCF6DHLyluOVpxJRd2wX1ht70HRXrqFBCLv+4mmcPPUDdAMUqL1p6OVCVApGp4aCPnEDo0WAZuOOjzK7zNHJQiipxQmxiIYKoyfGyhbRkQqggyTmGipuhiIhQi3qFPXe0ENxrxqVMHyShmcgzlSehMmQzEsm0IcI2D6UtrY2c3Cl1Vr2kkMEbvc9CtyioyOtKmtraxc9cvdAARz1wFll9okdFcaPbMblH5tx4ZIGqeniRtN0XC1XRY9WLOLaRGB36jTOtoQhokYNNYYjbagGx3d/g/NqHcLCIT620oDoBxLRVnkaJQeKceY2BUuki23CXgHFQLESU2ioDg114vzZrU8YGae49OFQ3Lgq2gBcuF6H4WPoxpQ0MhrDHzYOmUZPwMRhDai4Inway7my8laLXamDbZiAuwT6i85RGOMuGxv2Ilga+wTmLV2ErOhLOHlOB60YirEyVE3AY2PjrZJ8v6ODvtXSayxGT8lEqmUSbzOBfkagsbFJDGvWyT1jtg6dhhMGDoyxlWU3LTIyAnp9u818k3jevl0vbCjwsGnWKxNVE0dCd+kwzt8dhvHDLA5Bp+8cbaDkkGQ8PGUsEhCFh+eJnrbJ0ag4vAMF+8qgs5kmetA+LcShKwqMfnI6pqVFkxcxJ+PxTAXO7tmF/ft24euaMcierBDRtr36RBHTlDBSaF8VKurO4XL1cIweSxmkkaGICKftzlnf6l7g1lnS3hbVY5nHWmxJg7d9T6A/6ZyXgVszLnx7AjesgiVAoVAgLkUFRbMeCRMzMekRMYv1+KEKOP3Y/l/gtJjBYBiGJDajKWysoU653mFCPA259pd6iM4C+9mcwwR6IQEaLqBn2Bobm522XpIk8Xc7wKmdyYCGVmmY1LRva03PzlH9NHxqK79XpiVkIK21Ck1pP4PK8gCUKRiiaII+QWgd6Q7N6clQoE3cTIYiYcRk5LwyBUnXr+KyzbQq3NIkY9L0DKTGKtDUYgqkGnC2rA2T5s7G0z+fjUULp0EVIiq2W5/IM0/JSE9rQ0XJVdSkGoZJgWFCIzWouGS8JtqvoUKtwJAUw+iFuegDIuS8p0GNrMfNqLltfGDPbOBsg+rxRIud+eV8JmBNoD/qHEmANQW39qKQNFCNQ59sMjyQu2E7Tg54AtkPCyfDspEzToNDBTtQJO4U5dfm74h0R9OYMUir+QbrPxF3nvQ8nCNbm3kKTMqZjtiz21GwYz927yjE5gOXYJJAm0UgxG1EGM7v3YKCz4/xq/C2IXFqLyNAQdPt2xr5GTZXmq5z8zk3er6NBNOZb3ph4e7de6ivb3Rm2kvy4/HU/IWYNyW+S3tT8OysDNR9sQmFO4tRtHULio5pgNrT2L2tENt3U9oxNP3sUYy3lYYUpCVW48utu1C0vQjlLVFG/7FITWrC8Z1CR8VcsG0Xir+9iiZhb7M+WH9UI1PQdEONIUJbDTmWGlmEwoLDqBs3E8/KvYfxiIuuwslvq4GQMRj/oBol9ALDJ/tQE51gKO7y0rIeV7XYrnPOYAI2CfRXnfMycAMSJuYg77XlWLzgZbzy78uRPy/T3MOleuJl5Oe/jF/SnaJYZw0S7FXTsGixuGsUmzSpshdiUbbxeYvIDMxeuRx5ry7CDNGtb5lnuQ1MwLxVs0HxYTcf9MzdUuFjbjZm/GoR8nLGiLteiOGKlZhnKtC1/NMLsSpvIfLmTzG3nfzyzAR6IwF6voyGKdvbO1xuvk533+Xn3CRJcqt3jhrR3KwFvYFKgRzt97bZSn8UsYiWhxqTkb14IbJNXW9DpyB32XLk/nIa5r26FLlZIrhLnIz5eYuQO2MaZi9cileeTgZspSEek+YvRd6LMzDv17nImZdr0MX2SzhzMwWz6UWCZSL/pSmIuHQEx9WCoK36RLLVJG6g81Ytx+x0i1SzRuYgV/jNfUK0Sc4WweeS5Vgo7ysw/gWh5wtfxuK8XBGUvmxoj7CzYtFVSy313FxPtpUWCxc8MQGvCfRnnQvxmp7RgSLWJGbGBNMqRIE40fUPlz+h4p8CvP6ERdtpjz3PYng3zF4epzMBSwJBvE3DkvSGp7tNpBcL4uIGYvjwBzF69AiMGzcWEyeOx2OPZeLRRyfi4YfHISNjDEaNSsOIEcNAz7G5WwcFh705eHP1eEkLFV2U1ZYe2UrrVlbXJIZNm1FX3yZX39agRk1bPJKU8q686FZGTnW+oPq7thMhoQizaLunvi1rp3oMga5lKm8zAc8J9Heds/gT9Rwil2QCTKDnCVCvFg1LutOSqKgIDB6shEo1GGFhYUhOTsSgQfEYODAGEREKhISEIDQ0FPQyQmzsQGGbgMTEQYiNjRHreMTERIn8EJerpKENCt5cLtDfDSMzMW/uMNR8cxD79xXj0NkwMVSbg/GR/R0MH39/JdBXdM6b8+e64npTC5dlAkzArwToeTN3gjaFYgAeeCABSuVADBggj/u53b7w8DARwEULP4ZATpIkuPKh4I2+/NcVW7YBwh7IxIwXcjCb5ucmIzWWqTCB/kmAdc5w3kMMK14yASbQWwnQc2N1dXdBa2fHQD1o8fEDRa9anOgpC3Vm7nJ+TEwkkpLiQQGhK4Xoy39p6NQVW7YJBAGugwkENwHSN9Y5wzkKMax4yQSYQG8lQD1tdCfqrP1hYaHy8CYNezqz9SSfhlQHDYpD1y/mtedLo2kEPVtnL5/TmQATYAImAqxzJhIAB26dLHgriAhwU1wj0N7eDq32vlNjGg5NTIwXvWz+/5OPi4txKXijtre0aJ22nQ2YABPo3wRIK1jnOq8B/6t4Z128xQSYgI8J0K8e0LNqjnq5KGijnjBJknxcu313zoI3ehFi0CAlIiMVfe7XFexT4RwmwAQ8IeChznlSlVtlekrnOHBz6zSxMRMIHgIkZvSGJn1nGwVASUkJ3V40CA0NQUJCHCQpcEGbiRCJWtdn3kJCJFB6YqJS/o3UmhoN+EUFEzFeMwEm0JUA61xXIvDBdXR+LAAADnRJREFUUKm2HtXV1ai/Z+lci/puaZb5Ad6u3IhZqSrM2lQR4Iq5OibgPwKmn7IiYaPgjX6rLz4+VgRqsWJI1PDiAe1TsOS/Vjj2nJAQC3q2jqyoVzApaZAcRNbU1IFeUKAHjrVaXfD3uvlC5wiCP2fWOX/SZd89RIB1rjt473vcvlwBlUqF+Oe3otrsvwQrRFqWTwKlg8gVvQW5xWbn7m/otaioqkaFVXDpvhsuwQSChQC9jEABj2V7Wlp0oICotbUN1KNFw6M0TGppE+htSZJEIBknv3FKvYJ37tSDfv6q60sJFMQFum1u1ed3nXOrNbaNWedsc+HUXkuAdc72qfM+cDP5/XolVhdrTXu+W1erLQJC37nt6ukPf/gDXnrppa7JfXmfj60XE6AvobTVfOrBop632lpNt2FTW/a20qqqqpCeno7o6GicPHnSbEI963PmzJF7zCRJAm1TmtnAzgb1uNGDxdQr2Nqqt2lFQSe13WZmMCX6S+cCcIyscQGAzFX4lIA/dI40jbRNkiSzlv35z382t/vQoUPiRjNJzhs1ahTOnDljznO0EUid81HgNhMzc7TY+Zu1OG1bl6E9vxFzU42gwjOw5ut6AwNj9/6aLw27QAnWiGFN1eslAOVlrhQpwM6FKqhSZ2FjpbCj9NSfY+Oxg1gi+8zFwcq9WJM9ApHGkxGZuQYlxirgwodELSMjg4M3F1ixSc8TsCdoppaRiEiSZNp1eU3B07p163Djxg0oFApzuZaWFixduhQnTpwACdu//vUvDB06FJGRkWYbRxv0Zb2O8qleCu4c2fR8nrs6p8Lc9eUw3c5WbJoF1fSNOFq8BKpwCdLCg5DTpv4Re/ctQQaliXOW8eZRVB97B1mRwkbsqxYdhFnKqjzXOdY48MfnBPzr0B86V1NTA71ejz/96U/4xz/+Ic/PP/+8fCAVFRWyzuXk5ODSpUt48MEHsWzZMty9e1fOd7YIlM75KHCrQNav3kZa5R+xZlvngKn5IOt3Yu4EEYClr8NXFf+Hr96IwAfZc7GVTI3d+2qTugmZU4thzerbImFwNla/NQfJwtHUpRux8cPVyB4sduQyJVg5dTHKXtyAPYffQXb1KZQqF2BrySmcKlwA1ZkPMOv3R4Wx6xMLm+us2LLnCNAvD9Dr8Y5aEBMT7Sjbbt4///lPbN++HUuWLIFOpzPb0V1qSUkJNm/ejOeeew5PPvkk1q9fj7i4OLONow2FYgCciVpL0H81SIVLOrc3eQX2fH8KB5arsPc3GZj7mTHsuleB6i9XIiuvDLkf78FXb2UDlCaCtLlvAit2FmHFZKD8/SyoXjyN7M17sO4FJaq3Lca6E0a6Vd7pHGuckSOvgp6Av3SOgjZ6q/2ZZ57BvHnz5JlGGAhIaWkpNBoN8vPzMXr0aLz55ps4d+6cPFO+szlQOuejwA2IeHQN1uYAJb9ZjYNdniWr2LYOB5GJNf+Ri4yISGTkr8BM0Y9W8r0TDDHpyJ7xCOKFWdqTczDnxWykx4gd4xSxvAilH67AnGfTETFlLUr3rsWcTBUihmdhajKgPVqKCqOtqysWNldJsV1PEXDWM0VvkioU7v+M1Z07d/D2229j/vz5eOqpp6wO77vvvkN8fDxSU1Px17/+FZ9++inI3srIyQ79LqojE52u1VG2S3n+NnKuc8l4e9MGzJmciZkfb8XbQocOfrjVQociRIBWinXL5yD7oQhjc9Ox7tBfsOLFBdjw1gI5bUHBAaz99RysfnWm2K9GhVqsaPKBzrHGEUieg52Av3SutbUVAwYMwLZt25CXl4fPPvsMlEY8rl27hsGDB2PIkCG0i8TERHlNvXTyhguLQOiczwI3QIkFH65DunYn1mwqh+Wn/PRpsXsa7zyqAr3IoEpdgoMixdspLS2t00XVXixJlxAZr0LWwrXYS7152s5s3mICfYWAvefETMfnTDhMdpZrGqqk3rTGxkY5eAsPD7fMloVNrVbjF7/4Bfbv34/XX38dU6dOBQmdlaGDncjICAe5kH+yS69vc2jT85n2da76Bt0mZiNL9JoZ2pmJrGfF1olT6FTENKSlijR7U5i9DGM665wRBK/6OgF/6Bwxu3//vhyYjRgxAlqtFgsWLMAbb7wh68/FixfJpNt8+fLlbmn2EgKhcz4M3MRhjFqNra8pUf77Pah4SOwbp/QJ6WJrKjbc6JDh0D8JmotyRLJxqr/nTZRVja0L52KrdgW+qu2A5kYp1o43OnZzRXejZWVl+Pvf/+5mSVvmnMYEfE/AdHdozzN119vLs5d+6tQprF27Vn4h4d1335WHQem5Nko7c+aMXCwiIgJ79uyRAzcaNq2trcUXX3wh57myoK8lCQ93HJk4OzZX6vG7jR2dS06lG8nTOH3B1IIKlNM96+RHQApoSvV87RudY43z/AxwycARcKYFnugctZ5GFH788Uf55rOwsBBz585FcXExqFdt7NixZNJtpmHTbol2EgKhc74N3MSBTH13I2Zqj+KoWbyAtBcWIxNH8c6iD1BSWY3q6nIc3HcacqgWo4RKlCv5rAjlIn3rS4uxU+ybJ6HzdJ++97OdqKiuh9bmyw8tqG8UJWJUiNeLYYWvt6LovNjvOmnslTcYsqAZOPAyeAnQ12i0t3c4bKCz4MhWYXquY9CgQbJ4UTBGLyHQzdWRI0dw+/Zt+S1TCtzobSwqr1Qq5SCvvr6edl2enbWttTXYe9wMh2pT515cgWyUY91bW4WWVaN82xqsFTqUuWAOKKQzlPRm6b3OscZ5w7+HyvbDav2lc4RSr+8MIkJDQ+WXsCitvb0dw4YNk/Xu1q1boA/pIq2TkpJo5fLsb53zeeAG5QJseC/d+gDFHWpJyWqovl6Dn6epoFJlYNZbe3BaK8ySc7F6aTK0xUuQIdI/SFmLt81DDSJ/+GKsfVXkf5aLEao0vGN6SFdkdU5pWPz7xUg+/w4eUakwIr8aWTkRndmj5mCx8Fn+n7n44EpnsuXW8OHDwT1tlkR4OxgJkLg4aldYWCgkSXJkYjOPHtS9fv06TDO9oBAVFSW/QUp5U6ZMAT3m8NFHH6GhoQH79u3DTz/9hMcff9ymP3uJzgTN2fHZ8xvwdFs6l7IYe0jnZC1TIWPRXqhWfYWSVWk+ap53Osca56PTwG78TsCZDniqc/R2KH3t15YtW0Bfe3TgwAEcPHgQWVlZ8vNstI6Pj0dBQYGshaR3EyZMAM3uHLS/dc77wC2nSAx/lmH1qM7DSnujTKR1oOyNTsFSPr0OZa0t0KjVUGta0FG+FlPl2CoCMzer0aJRQ9PYgbIPF2Pt9x3o2DHT6FCJmYWmfA3WTRHJIhAs6xC2lv5z/gJ1iwbqWvL9F2z4b7E+txppwhxiufr7FlF3KVZbDOHKWcZFZWUlD48aWfAqeAk4E7SQEO//pG0dPd1xfvzxxzQ0Kr9J+rvf/Q7vvfcepk2bZsvcblpoqOP2OTs+u479neGBzmlahEZ9mA0lDB+DLpbZ0EqLNLmeDpgfI+myr/RC51jjDOeBl8FPwJkOhHioczExMcjOzsZvf/tb+UUr+toPCsref/990Jum9Nw86dzf/vY3ufeNXsrasGGDrHnuUPO3zjlWUXda6pJtBJTJyUhWyhEbLD8RymQoYyxTrLed5cvWEUokD46QN7svIqBMVsJeLvjDBHoBgXYnw6QhIe73ttk6bBK0pqYmTJo0yZxNgkc9ctTTRnmrVq2CJLlXnzPBbRfDFeYKe+1GhNAaoWf+EpsI1jnwp08TaPeTzoWKodGVK1eCXsIiHaOhUPpOypSUFDNP+mJx0jd6hpe+YHzy5MnmPFc3/K1zAQ7cXD1sN+zYlAn0IwL0s1FDhiTC3pyQEOdXGiR81PtGz7t5UhH9BJe9tlP64MHxnrjlMkyACfQhAv7WOZOOKZVKm9TCw8PlrwUhO5sGThL9rXMcuDk5AZzNBJgAE2ACfZsAHx0T6E0EOHDrTWeL28oEmAATYAJMgAn0awIcuPXr088HH5wEuFVMgAkwASbABGwT4MDNNhdOZQJMgAkwASbABJhA0BHoFrjRl252bSXvMwEmwASCjYA3WuVN2WDjwO1hAkyg7xKwpVVWgRt9qZ0+6H8rsO+eID4yJsAEXCdAWkWa5XoJgyWVobKGPV4GiABXwwSYgAcESKtIsyyLWgVu9AqrTtdqmc/bTIAJMIGgJEBaRZrlbuOoDJV1txzbMwEmwAQCTYC0ijTLsl6rwC0qKgJNTc3yrx5YGvE2E+hzBPiAejUBGj4grSLNcvdAqAyVJR/ulmV7JsAEmECgCJBGkVaRZlnWaRW4UVSnUAzA3bv3LG14mwkwASYQVARIo0irSLPcbRiVobLkw92ybM8EmAATMBHw95o0irSKNMuyLqvAjTKUyoFoa2tHfX0j97wREJ6ZABMIGgJ0B0raRBpFWuVpw6gs+SBf5NNTP1yOCTABJuBrAqRJpE2kUaRVXf13C9zIYNCgOFqhpqYO9+61oLVVz0GcTIQXTIAJBJoAiRhpEGkRaRLVb9Io2vZ0Nvkgn+Sb6qC6PPXX8+W4BUyACfRWAqQ9pEGkRaRJdBwmjaJty9lm4EYGFOXFx8dCr9dDo2mAWn0bt27V8swM+BrgayCg1wBpD2kQaRFpEmkTaZQvZvJFPsk31UF1sc6xzvM1wNdAoK8B0h7SINIi0iTSJnsaZzdwowI0rkqFk5IS7P6oNf0wNM+JzMfGD5/zdcHXha+uAdIg0iLSJNImX87kk3xTHb5qL/vha5+vAb4G3L0GSINIi0iTHGmcw8DNUUHOYwJMgAkwASbABJiAHwmwaxsEOHCzAYWTmAATYAJMgAkwASYQjAQ4cAvGs8JtYgJMIDgJcKuYABNgAj1MgAO3Hj4BXD0TYAJMgAkwASbABFwlwIGbq6SC045bxQSYABNgAkyACfQjAv8PAAD//0FOhgMAAAAGSURBVAMAc5qN548vyOcAAAAASUVORK5CYII=" width="622" height="65" alt="TSLA’s Sentiment Meter and Message Volume as of 6:48 a.m. ET on Nov. 20, 2025 | Source: Stocktwits"><figcaption>TSLA’s Sentiment Meter and Message Volume as of 6:48 a.m. ET on Nov. 20, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> is up by 18% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/ibm-cisco-announce-quantum-computing-collaboration/cLPAh5uRE9H">IBM, Cisco Announce Quantum Computing Collaboration – Target Commercial Rollout By Early 2030s</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

A Tesla car is parked in front of a dealership on March 28, 2022. (Photo by Scott Olson/Getty Images)

Tesla Urges China Customers To Buy Model Y Inventory As Wait Time For Custom Orders Stretch Into 2026

Tesla’s China website currently shows a wait time of at least 4 weeks for custom-designed vehicles and as much as 13 weeks for select variants. 

Nvidia CEO predicts 'crazy good' Q4 after strong earnings calm AI bubble fears

Nvidia CEO Jensen Huang said Wednesday the chipmaker is heading into a 'crazy good' fourth quarter, underscoring its dominance at the heart of the global artificial intelligence boom.In an interview...

U.S. Outperformance in Sight? ETFs to Play Morgan Stanley's Forecast

Morgan Stanley sees U.S. equities outpacing global markets into 2026, with AI-driven gains and small-cap strength supporting its upbeat S&P 500 outlook.

<ul class="summary-bullets"><li>According to a Bloomberg report, much of Hegeman’s portfolio will transition to Andrew Bocking, a veteran Meta executive.&nbsp;</li><li>Clara Shih, who joined Meta just last November to head its Business AI division, is also leaving.</li><li>Meta’s pledge to hike AI spending in 2026 has made some shareholders nervous.&nbsp;</li></ul>Meta Platforms Inc. (META) is reportedly reshuffling its leadership, with Chief Revenue Officer John Hegeman stepping down after 17 years at the company.&nbsp;The move comes amid Meta’s push to justify its aggressive spending on artificial intelligence and streamline its executive structure.<h2 class="st-heading-2">Key Exits in Meta’s Executive Ranks</h2>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-18/meta-s-chief-revenue-officer-exits-in-broad-leadership-reshuffle?srnd=phx-technology">report</a>, in addition to Hegeman, Clara Shih, who joined Meta just last November to head its Business AI division, is also leaving.Much of Hegeman’s portfolio will transition to Andrew Bocking, a veteran Meta executive. At the same time, Guy Rosen, who has long led Meta’s integrity efforts, will oversee the tech giant’s AI-driven business operations while retaining his role as chief information security officer, the report cited.&nbsp;&nbsp;<a href="https://stocktwits.com/symbol/META">Meta Platforms’ stoc</a>k inched over 0.8% lower on Tuesday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory, with ‘normal’ message volume.&nbsp;<figure class="image"><img style="aspect-ratio:933/104;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_18_125016_png_a5a595eb29.webp" alt="META’s Sentiment Meter and Message Volume as of 12:30 p.m. ET on Nov. 18, 2025 | Source: Stocktwits" width="933" height="104"><figcaption>META’s Sentiment Meter and Message Volume as of 12:30 p.m. ET on Nov. 18, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Meta’s AI Strategy</h2>The move comes even as Mark Zuckerberg accelerates a sweeping transformation of the company’s AI strategy to compete with leaders such as OpenAI and Alphabet Inc.’s Google.Last week,&nbsp;Yann LeCun, Meta’s Chief AI Scientist, was&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-meta-s-yann-le-cun-in-the-spotlight-today/cLPdta0REPo">reported</a> to be preparing to leave the company to launch his own start-up.&nbsp;In October, Meta eliminated approximately 600 positions from its artificial intelligence unit as part of a broader effort to streamline its operations.Meta recently posted stronger-than-expected third-quarter (Q3) revenues, but its pledge to hike AI spending in 2026 has made some&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-stock-dips-pre-market-after-wall-street-turns-cautious-on-tech-giant-s-soaring-ai-spending/cLGFsTaR3xc">shareholders nervous</a>.&nbsp;META stock has gained 2% year-to-date and over 7% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-hails-major-leap-forward-with-grok-4-1-update/cLPVBbFRE76">Elon Musk Hails Major Leap Forward With Grok 4.1 Update</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 Longtime Revenue Chief John Hegeman Departs Amid AI Leadership Reshuffle: Report

According to a Bloomberg report, much of Hegeman’s portfolio will transition to Andrew Bocking, a veteran Meta executive. 

The move comes amid Meta’s push to justify its aggressive spending on artificial intelligence and streamline its executive structure.

<ul class="summary-bullets"><li>The firm’s analysis showed that GPU deployment demands nearly six times more investment to match the value created by the original cloud infrastructure.</li><li>Rothschild downgraded both Microsoft and Amazon to ‘neutral’ from ‘buy’.</li><li>The firm slashed its price target on Microsoft to $500 from $560.</li></ul>Rothschild &amp; Co. has shifted its outlook on two of the biggest AI and cloud players, cutting its ratings on both Microsoft Corp. (MSFT) and Amazon.com Inc. (AMZN)&nbsp; to ‘neutral’ from ‘buy’.According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/18/rothschild-downgrades-two-magnificent-seven-giants-cites-lower-conviction-on-ai-trade.html">report</a>, Analyst Alex Haissl said investors should curb expectations for generative artificial intelligence, citing higher capital costs and weaker projected returns.<h2 class="st-heading-2">Caution Over Hyperscalers</h2>Haissl warned that the familiar narrative, “Gen-AI is just like early cloud 1.0”, is losing its credibility. The firm’s analysis showed that GPU deployment demands nearly six times more investment to match the value created by the original cloud infrastructure, skewing risk downward, according to the report.&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft’s stock</a> traded over 3% lower on Tuesday, mid-morning. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:935/115;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_18_105640_png_518e8ffbea.webp" alt="MSFT’s Sentiment Meter and Message Volume as of 10:50 a.m. ET on Nov. 18, 2025 | Source: Stocktwits" width="935" height="115"><figcaption>MSFT’s Sentiment Meter and Message Volume as of 10:50 a.m. ET on Nov. 18, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/AMZN">Amazon’s stock</a> also traded over 3% lower. On Stocktwits, retail sentiment around the stock remained in ‘bearish territory. Message volume shifted to ‘low’ from ‘extremely low’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:926/109;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_18_105940_png_2844a2bbfd.webp" alt="AMZN’s Sentiment Meter and Message Volume as of 10:50 a.m. ET on Nov. 18, 2025 | Source: Stocktwits" width="926" height="109"><figcaption>AMZN’s Sentiment Meter and Message Volume as of 10:50 a.m. ET on Nov. 18, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Price Targets&nbsp;</h2>Rothschild slashed its price target on Microsoft to $500 from $560 and did not change its target for Amazon, keeping it at $250. While Amazon Web Services (AWS) has regained momentum, Haissl stated that Gen-AI is still hurting profitability, according to the report.&nbsp;In its first-quarter earnings call, Microsoft CFO Amy Hood explained that the company is putting more money into GPUs and CPUs as demand rises and its remaining performance obligations continue to grow.&nbsp;Amazon raised its 2025 capital expenditure estimate to $125 billion, up from $118 billion previously.MSFT stock has gained over 17% in the last 12 months, and AMZN stock has gained over 11% in the same period.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-dgnx-stock-surge-13-today/cLPVEr1RE7p">Why Did DGNX Stock Surge 13% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Microsoft logo seen displayed on a smartphone with an Amazon Logo in the background. 

Rothschild Reportedly Downgrades Microsoft, Amazon Over Rising AI Costs

The firm’s analysis showed that GPU deployment demands nearly six times more investment to match the value created by the original cloud infrastructure.

Rothschild said investors should curb expectations for generative artificial intelligence, citing higher capital costs and weaker projected returns.

Vanguard S&P 500 ETF vs. Invesco QQQ Trust: What Really Separates These Two Market Leaders

Key PointsVanguard S&P 500 ETF offers a broader portfolio and lower expenses than Invesco QQQ Trust, Series 1...

<ul class="summary-bullets"><li>Morgan Stanley highlighted surging memory costs as a significant headwind to Dell’s profitability.</li><li>Analyst Erik Woodring slashed the price target to $110 from $144.</li><li>Dell is scheduled to report its third-quarter earnings on November 25.</li></ul>Dell Technologies fell more than 5% in premarket trade on Monday after Morgan Stanley issued a stark downgrade.&nbsp;The brokerage firm has reportedly taken a sharply negative stance on Dell Technologies (DELL), slashing its outlook amid rising concerns over component costs ahead of its earnings. It downgraded the company’s stock to ‘Underweight’ from ‘Overweight’ and lowered its price&nbsp;target to $110 from $144.<h2 class="st-heading-2">What’s Behind the Downgrade</h2>According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/17/morgan-stanley-double-downgrades-pc-maker-on-expected-margin-pressures.html">report</a>, analyst Erik Woodring pointed to surging memory costs, especially in DRAM and NAND, as a major headwind for Dell’s profitability. He argues that Dell, being heavily exposed to memory-intensive hardware, could see its margins squeezed over the next 12 to 18 months.Following the downgrade,&nbsp;<a href="https://stocktwits.com/symbol/DELL">Dell Technologies’ stock</a> traded over 5% lower in Monday’s premarket.&nbsp;Woodring drew parallels with a previous cycle between 2016 and 2018, when Dell’s gross margin declined significantly after memory prices rose.&nbsp;“This is important as history tells us that companies facing margin headwinds underperform peers with similar growth rates,” said Woodring.&nbsp;<h2 class="st-heading-2">What are Stocktwits Users Saying?&nbsp;</h2>However, on Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;Users said the ‘dip’ in the stock is a buying opportunity.&nbsp;<stembedurl>https://stocktwits.com/StockHunter75/message/636423683</stembedurl><stembedurl>https://stocktwits.com/JasonCO/message/636425484</stembedurl>Meanwhile, JPMorgan raised the price target on Dell to $170 from $165 and reiterated an ‘Overweight’ rating. The firm said the company is poised to benefit from near-term momentum in compute demand, according to TheFly.&nbsp;Dell is scheduled to report its third-quarter earnings on November 25. Analysts see a revenue of $27.27 billion and earnings per share (EPS) of $2.48, respectively, according to Fiscal AI data.&nbsp;DELL stock has gained 16% year-to-date and lost over 1% in the past 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-is-the-foundational-piece-of-ai-revolution-says-dan-ives-ahead-of-earnings/cLPkMysREIM">Nvidia Is The “Foundational Piece” Of AI Revolution, Says Dan Ives Ahead Of Earnings</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Dell Technologies Inc. is displayed on a smartphone screen.

Why Did Dell Technologies Tumble 5% Pre-Market Today?

Morgan Stanley highlighted surging memory costs as a significant headwind to Dell’s profitability.

Morgan Stanley downgraded Dell Technologies to ‘Underweight’ from ‘Overweight’ and lowered its price target to $110 from $144.


VOO
Vanguard S&P 500 ETF

Feed

News

Sentiment

Fundamentals

Info

Latest VOO News

VOOVanguard S&P 500 ETF