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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 for a breakout above the $5 resistance level and speculate about a possible acquisition, particularly by Sanofi, fueled by connections between the companies.  Bullish sentiment is countered by concerns regarding data integrity and trial design, sparking debate within the investment community. Discussions also involve upcoming catalysts and potential price movements, creating a dynamic conversation around the stock's future.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is surging amid enthusiasm around its Gemini 3 AI model, with investors betting it can reclaim the AI throne. Community members are discussing the stock hitting new all-time highs and debating whether it will surpass other tech giants in market cap. Some are wary of overbought conditions and potential pullbacks, while others see it as undervalued compared to peers.

Nukkleus, Inc. is a financial technology company, which engages in the provision of blockchain-enabled technology solutions. It also offers software and technology solutions for worldwide crypto and foreign exchange transactions with a focus on the movement of funds via crypto rails and back-to-back access to fiat conversion in a compliant regulated fashion. It operates through the following geographical segments: United States, United Kingdom, and Malta. The company was founded on May 24, 2019 and is headquartered in New York, NY.

Nukkleus Inc - Ordinary Shares - New

Nukkleus Inc

Nukkleus is trending as investors discuss the potential impact of the Star 26 Capital acquisition, which aims to create a unified defense powerhouse, and are awaiting news of its finalization. Community members are debating whether the stock is poised for a short squeeze, citing its high short interest, or whether dilution and other risks will continue to weigh on the stock. Bullish investors anticipate significant upside potential, while bears express concerns about the company's financial health.

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

Ondas Holdings Inc

ONDS is trending following news of a strategic $35 million investment in Performance Drone Works (PDW) to scale combat drone production. Community chatter highlights the potential for increased revenue and expansion in the autonomous defense sector, despite some concerns about dilution and market volatility. Some are interpreting the move as a sign of strong growth potential in the broader drone and security landscape.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

Zebec Network ($ZBCN) is trending as the community discusses potential catalysts like ISO 20022 compliance, upcoming partnerships, and the launch of the Super App. Recent integration with NatPay and mentions in relation to a Bloomberg Galaxy DeFi Index have fueled optimism. Community members are actively debating potential price targets, exchange listings, and the long-term potential of ZBCN within the evolving financial landscape.

Klarna Group Plc operates as an investment holding company. It provides an e-commerce payment solutions for merchants and shoppers. The firm connect an array of different financial services and commerce organizations, from PSPs, traditional banks, card networks and open banking providers, to commerce enablers, technology partners, in-store payments providers and shipping and return logistics providers. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is trending due to its partnership with Google, specifically the integration of Klarna into Google's next-gen AI shopping assistance. Community members anticipate substantial growth and FOMO upon the mass release of this feature. Some investors express optimism, citing Klarna's revenue per employee and potential for a major value increase from the $GOOG partnership.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet's GOOGL is trending as chatter suggests it may be emerging as a preferred AI play, with its Gemini 3 model garnering positive reviews and potentially surpassing competitors. Some investors believe GOOGL has the technology and scale to dominate the AI space, leading to discussions of market cap milestones. The community is also reacting to news of Berkshire Hathaway's increased stake in the company, reinforcing bullish sentiment.

WeRide, Inc. operates as an investment holding company. It engages in the sale of autonomous driving vehicles, primarily including robobuses, robotaxis, robosweepers and related sensor suites. The company was founded by Tony Xu Han and Yan Li in February 2017 and is headquartered in Guangzhou, China.

WeRide Inc. - ADR

WRD is trending due to strong revenue growth and strategic partnerships, including upcoming Hong Kong listing and collaborations with Uber and Grab. Despite positive news, the stock faces challenges as investors debate its valuation and market positioning relative to competitors like Pony.ai. The community is actively discussing upcoming catalysts like Q3 earnings and potential impacts from broader economic and geopolitical factors.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPM is trending as community members discuss its relationship with crypto, particularly Bitcoin and Ethereum, and potential conflicts of interest involving short positions against companies like $MSTR. Some are calling for boycotts related to past controversies, while others analyze JPM's investment banking activity and technical indicators for potential price movements. There is also speculation about potential impacts from economic factors such as interest rate cuts.

Abercrombie & Fitch Co. engages in the retail of apparel, personal care products, and accessories. The firm operates through following geographical segments: Americas, EMEA and APAC. The Americas segment includes operations in North America and South America. The EMEA segment includes operations in Europe, the Middle East and Africa. The APAC segment includes operations in the Asia-Pacific region, including Asia and Oceania. The company was founded by David Abercrombie in 1892 and is headquartered in New Albany, OH.

Abercrombie & Fitch Co. - Ordinary Shares - Class A

Abercrombie & Fitch Co.

Abercrombie & Fitch is trending as community members assess recent price drops in light of upcoming earnings, with some suggesting an earnings leak while others anticipate a potential short squeeze. Bullish investors point to the company's low valuation and potential buybacks, while bearish investors express concern about the broader retail environment.

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<ul class="summary-bullets"><li>Warren Buffett’s Berkshire Hathaway recently added $4.34 billion worth of Google shares to its portfolio.</li><li>Gemini's share of generative AI (GenAI) web traffic has risen to 13.7% from 5.6% 12 months ago.</li><li>The Google Cloud Platform is among the top three public cloud vendors globally.</li></ul>Alphabet Inc. (GOOGL, GOOG), which spent most of the year in the red until late July, has since staged a solid recovery. The stock has climbed steadily, with November’s tech-driven sell-off doing little to slow its momentum.In what is seen as a major vote of confidence in Alphabet, billionaire investor Warren Buffett’s Berkshire Hathaway recently added $4.34 billion worth of&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Google shares</a> to its portfolio.For the year-to-date period, Alphabet stock has gained 59%, making it the best-performing “Magnificent Seven” stock.<img src="https://news.stocktwits-cdn.com/Mag7_YTD_png_091edd80b9.webp" alt="Mag7 YTD.png">Source: KoyfinHere’s a dive into the factors that imparted resilience and buoyancy.<h2 class="st-heading-2">Google Search Keeps Growing</h2>Revenue from Google Search &amp; Other, which accounted for roughly 55% of the September quarter’s revenue, grew by about 15% year over year (YoY). The segment’s revenue has held up reasonably well despite the doomsday theory of its demise at the hands of artificial intelligence (AI).<img src="https://news.stocktwits-cdn.com/Google_Search_Revenue_png_9e650ed10e.webp" alt="Google_Search_Revenue.png">Source: Fiscal.ai<h2 class="st-heading-2">Gemini's Meaningful Inroads</h2>Even as AI models mushroom, Alphabet’s Google has sizably increased its market share. According to a chart&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Similarweb/status/1988879389992386897">shared</a> by Similarweb, Gemini's share of generative AI (GenAI) web traffic has risen to 13.7% from 5.6% 12 months ago, eating away at the market share of leader OpenAI’s ChatGPT.&nbsp;<img src="https://news.stocktwits-cdn.com/Gen_AI_traffic_share_via_Similarweb_jpeg_2ea172c32b.webp" alt="GenAI traffic share via Similarweb.jpeg">Source: Similarweb X post<h2 class="st-heading-2">Thriving Google Cloud Business</h2>The Google Cloud Platform is among the top three public cloud vendors globally. According to Synergy Research Group, Amazon’s AWS held 29% of the cloud market in the third quarter, followed by Microsoft’s Azure (20%) and Google Cloud (13%). In the third quarter, Google Cloud revenue jumped 34% YoY, a faster pace than Microsoft’s 33% and Amazon’s 20%.<img src="https://news.stocktwits-cdn.com/Google_Cloud_Performance_png_1046d127a4.webp" alt="Google_Cloud_Performance.png">Source: Fiscal.ai<h2 class="st-heading-2">Other Flywheels</h2>Google also has a thriving quantum computing business, having announced the Willow quantum computing chip and the Quantum Echoes algorithm. Its Waymo self-driving tech subsidiary is touted as a multi-trillion-dollar opportunity. On the third-quarter earnings call, CEO Sundar Pichai said, “Waymo's growth and momentum are strong, and 2026 is shaping up to be an exciting year.”The company has developed its own AI chip, the Tensor Processing Unit (TPU), using its TensorFlow software. It began using it in-house in 2015, with the third-party sales&nbsp;starting in 2018.<h2 class="st-heading-2">What Retail Feels About Alphabet Stock</h2>On Stocktwits, retail sentiment toward Alphabet stock remained ‘bullish,’ though optimism had tempered slightly from a day ago. The message volume also remained ‘high.’A bullish user said they expected the stock to top $320 on Monday.<stembedurl>https://stocktwits.com/coolwolf3/message/637234539</stembedurl>Another watcher shared a screenshot of a story stating that OpenAI’s Sam Altman has admitted that Google’s Gemini 3 has a temporary edge in AI.&nbsp;<stembedurl>https://stocktwits.com/moonstocks777/message/637233635</stembedurl>A user called Alphabet the “best AI” company right now.&nbsp;<stembedurl>https://stocktwits.com/flow2me/message/637233037</stembedurl><h2 class="st-heading-2">Alphabet Stock</h2>The stock appears a little jaded after its run since late July. The 14-day relative strength index (RSI) is now perched in the overbought zone. In the eventuality of a pullback, the stock could retrace to the $290 level — the upper bound of a recent consolidation range. Back-filling a gap-up seen in late October could take it to the $275 zone.<img src="https://news.stocktwits-cdn.com/Google_1_Year_Chart_png_d656b6483a.webp" alt="Google-1-Year Chart.png">Source: KoyfinOn Friday, Alphabet’s stock settled at a new closing high of $299.66, while it could not breach the intraday high of $306.42. According to Koyfin, the average price target for the stock is $321.94, implying scope for 7% upside potential.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/snowflake-analysts-predict-strong-h2-is-the-stock-a-buy/cL5GvJ1REfi">Snowflake Analysts Predict Strong H2: Is The Stock A Buy At Current Levels?</a>

The Google brand logo (logo, symbol, emblem) can be seen at the company's stand at the IAA Mobility (International Motor Show) in a hall at Messe München (Bavaria, Germany) on September 12, 2025.

Alphabet: The ‘Best AI’ Play Right Now? Retail Bulls Hype Up GOOGL As Shares Push For A Clean Break Above $300

Alphabet has bulldozed its way to be the best “Magnificent Seven” stock this year as the company taps into its multiple growth levers.

Equity

Alphabet has bulldozed its way to be the best “Magnificent Seven” stock this year as the company taps into its multiple growth levers.


<ul class="summary-bullets"><li>President Donald Trump has said that relaxing the FCC’s TV&nbsp;ownership cap, which would allow TV station operators Nexstar and Tegna to merge, would allow “Radical Left Networks to ‘enlarge.’”</li><li>Trump has repeatedly criticised ABC and NBC, TV networks whose programming is on Nexstar’s and Tegna’s TV stations, for peddling fake news and serving as mouthpieces for the Democratic Party.</li><li>The Nexstar-Tegna merger hinges on the FCC relaxing its rule, which currently limits a single company from reaching more than 30% U.S. TV households.&nbsp;</li></ul>President Donald Trump on Sunday indicated that he’s not in favour of lifting the current cap on television station ownership, essential for the $6.2 billion merger of Nexstar and Tegna to proceed, using the opportunity to again criticise networks like ABC and NBC for peddling fake news and serving as mouthpieces for the Democratic Party.<h2 class="st-heading-2">Trump Cries Growing Influence Of Left-Leaning Networks</h2>Trump believes the merger (note that Nexstar and Tegna TV stations carry several ABC and NBC shows) would allow the left-leaning networks to gain greater influence.“This would also allow the Radical Left Networks to ‘enlarge,’ I would not be happy,” Trump said in a Truth Social&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/115601252711182007">post</a>, with an attached news article about Nexmax CEO Christopher Ruddy opposing the potential removal of the cap and the Nexstar-Tegna merger.Speaking about ABC, owned by The Walt Disney Co., and NBC, owned by Comcast, Trump said they are “A VIRTUAL ARM OF THE DEMOCRAT PARTY.”“They should be viewed as an illegal campaign to the Radical Left. NO EXPANSION OF THE FAKE NEWS NETWORKS. If anything, make them SMALLER!” he said.Trump has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-lashes-out-at-abc-nbc-over-biased-coverage-threatens-to-revoke-licenses/chssW9mRdKw">spoken against</a> the networks and, notably, the ABC late-night show host&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-blasts-jimmy-kimmel-again-this-time-over-epstein-joke-get-the-bum-off-the-air/cLPABtdRE9j">Jimmy Kimmel</a>, several times in the past. Last year, Trump won a $16 million settlement in a defamation lawsuit against ABC News for one of its anchors’ inaccurate remarks about a sexual abuse case involving Trump.<h2 class="st-heading-2">Nexstar-Tegna Merger Rests On FCC’s Ruling</h2>Meanwhile, Newsmax CEO has said that if the Nexstar-Tegna merger were to go through, the Republican Party’s media reach would diminish, affecting its political chances.&nbsp;“Reagan understood if you have left-wing networks like ABC, NBC and CBS – or groups like Nexstar today controlling every local station and their local news — Republicans would have little chance to win in state and federal elections," Ruddy&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.newsmax.com/newsmax-tv/newsmax-ruddy-fcc/2025/11/19/id/1235187/">said</a>.&nbsp;He also said the Federal Communications Commission’s efforts to allow networks to bypass the statutory cap using "sidecar" deals or redefinitions are violations of the law.The FCC rule to limit any company from amassing stations that reach more than a certain percentage of TV households was first established under the Ronald Reagan administration (1985-1986).The current cap is 39%. Nextstar and Tegna combined would roughly cover 80% of U.S. TV households. Nexstar officially filed with the FCC for approval of its merger last week.FCC chair Brendan Carr&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/en/nexstar-buy-smaller-rival-tegna-354-billion-big-local-tv-deal-2025-08-19/">said</a> on Oct. 28 that the regulator had not decided to relax the cap, although he believed the commission could revise it without congressional approval.On Stocktwits, the retail sentiment was ‘extremely bullish’ for&nbsp;<a href="https://stocktwits.com/symbol/NXST">Nexstar</a>, ‘neutral’ for&nbsp;<a href="https://stocktwits.com/symbol/TGNA">Tegna</a> and&nbsp;<a href="https://stocktwits.com/symbol/CMCSA">Comcast</a>, and ‘bearish’ for&nbsp;<a href="https://stocktwits.com/symbol/DIS">Disney</a> as of late Sunday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kohls-plans-to-name-michael-bender-permanent-chief-exec/cL5GtgUREfX">Kohl’s Plans To Name Michael Bender Permanent Chief Exec After Cycling Through 3 CEOs In Four Years: Report</a>

Donald Trump speaks to the press at the White House on September 15, 2020. (Photo by Alex Wong/Getty Images)

Trump Says He ‘Would Not Be Happy’ If FCC Lifts TV Ownership Cap, Fears It May Boost ‘Radical Left’ Networks 

ABC and NBC are 'a virtual arm of the Democratic Party,' Trump said.

<ul class="summary-bullets"><li>The stock is experiencing a downtrend within a consolidation phase that began in late October.</li><li>Cantor Fitzgerald analysts on Wednesday cut their price target for Meta stock to $720 from $830.</li><li>They blamed the action on Meta's higher operating expenditure.</li></ul>Meta Platforms, Inc. (META) stock has closed lower in each of the past four sessions and has lost over 22% from its recent high of $759.15, set on Oct. 29. The sell-off was set in motion by investor fears concerning a hit from a potential artificial intelligence (AI) bubble burst.When a stock pulls back 20% or more from a recent high, it is said to be in bear-market territory, and by that definition,&nbsp;<a href="https://stocktwits.com/symbol/META">Meta’s stock</a> is now in a bear market.&nbsp;<h2 class="st-heading-2">Meta Stock Unravelling?</h2>Since bottoming along with the broader market in October 2022, Meta's stock was in an uptrend until late February. Since then, it has been in a consolidation phase, though it hit an all-time high of $796.25 in mid-August.&nbsp;The stock is currently in a downtrend within this consolidation range, which began when it gap-opened following the release of its third-quarter results in late October.&nbsp;<img src="https://news.stocktwits-cdn.com/Meta_Koyfin_chart_since_bear_market_bottom_png_301b6c55ba.webp" alt="Meta Koyfin chart since bear market bottom.png">Source: KoyfinThe post-earnings sell-off came as the Trump administration legislation&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-stock-sinks-after-hours-as-16-b-tax-provision-hits-q3-profit/cLGFOylR3D7">increased Meta’s tax provisioning</a>, but the Mark Zuckerberg-led company downplayed it as a one-time event, even touting the likelihood of a significantly lower tax bill for the remainder of the year and future years.<h2 class="st-heading-2">Burry Joins Bearish Voices</h2>Meta’s stock sell-off deepened in November as fund managers and Wall Street firms began flashing the AI bubble warning.“Big Short” fame Michael Burry named Meta, along with Oracle, among hyperscalers, which have been extending&nbsp;the useful life of AI infrastructure, boosting earnings in the process. “By my estimates, they will understate depreciation by $176 billion 2026-2028,” Burry said of the hyperscalers as a group. “By 2028, ORCL will overstate earnings 26.9%, META by 20.8%, etc. But it gets worse.”<h2 class="st-heading-2">Taste Of Its Own Medicine?</h2>After vigorously poaching key AI personnel from small startups and megacap tech peers, Meta is now beginning to get a taste of its own medicine. Yann LeCun, who served as Meta’s VP &amp; Chief AI Scientist, has confirmed that he planned to leave the social media giant. In a LinkedIn post, LeCun said, “As many of you have heard through rumors or recent media articles, I am planning to leave Meta after 12 years: 5 years as founding director of FAIR and 7 years as Chief AI Scientist.”<h2 class="st-heading-2">The Meta Stock</h2>Notwithstanding, Meta’s recent pullback, retail investors on Stocktwits aren’t yet ready to jump on the bullish bandwagon. Sentiment remains ‘neutral’ as of early Thursday, and the message volume on the stream also stayed ‘normal.’A Stocktwits watcher pointed out that no Meta large language model is at the top of its category on the AI leaderboard. “$GOOG and Grok are crushing it, though,” they said.<stembedurl>https://stocktwits.com/lextrading/message/636848419</stembedurl>A bearish user said Meta is a strong sell and that the stock will likely hit $400 by the year's end.<stembedurl>https://stocktwits.com/MountCapital/message/636847940</stembedurl>A bullish watcher, however, said, “$META should never have fallen to this level. People don’t realize spending is needed to grow. Zuck knows what he’s doing.”“Sad thing is that ppl needed to hear it from another company. AI is the future. Ride this wave to the new highs. 2026 going to be a great year.”<stembedurl>https://stocktwits.com/cantgetanyworse/message/636847739</stembedurl>The 14-day relative strength index (RSI), a momentum indicator, suggests Meta stock is a screaming buy, with the indicator sporting a reading of “23.2.”&nbsp; That said, the technical picture isn’t very pretty, as the stock traded below all key simple moving averages (SMAs), with the longer-term 100-day SMA trading above the 50-day SMA. The stock has been making more lower lows in the current downtrend, suggesting intense selling pressure.Wall Street analysts aren’t hitting the panic button yet. According to Koyfin, out of the 68 analysts covering the stock, 59 have ‘Buy’ or ‘Strong Buy’ ratings, eight remain on the sidelines (‘Hold’), and one is in the bearish camp with a ‘Sell’ rating. The average price target for the stock is $841.42, implying scope for over 40% upside.On Wednesday, Cantor Fitzgerald analysts cut their price target for Meta stock to $720 from $830, while maintaining an ‘Overweight’ rating. The analysts cited higher operating expenses flagged by the company for 2026. Cantor views the recent $40 billion+ agreements with four cloud vendors as likely adding roughly $4 billion in incremental costs, creating potential headwinds for 2026 despite some timing uncertainty tied to capacity rollout.Meta’s stock is down about 9% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-tears-into-nvidia-after-q3/cLPAPKIRE9e">Michael Burry Tears Into Nvidia After Q3, Flags Gaping Accounting Holes Tied To Stock-Based Compensation</a>

The logo of the Facebook group Meta can be seen near the company headquarters. Photo: Andrej Sokolow/dpa (Photo by Andrej Sokolow/picture alliance via Getty Images)

Meta Stock Plunges Into Bear Territory — And Retail Traders Are Split About Whether It's A Screaming Buy Or Falling Knife  

Meta’s stock sell-off deepened in November as fund managers and Wall Street firms began flashing the AI bubble warning.

<ul class="summary-bullets"><li>The uptick in Alphabet’s stock comes after Google announced Gemini 3 on Tuesday.</li><li>Waymo also announced that it has expanded its robotaxi service to five new cities.&nbsp;</li><li>Koyfin data shows that the average price target on the stock is $319.35, implying a further upside of 5%.&nbsp;</li></ul>Shares of Alphabet (GOOG, GOOGL) rallied in morning trade on Wednesday, crossing the $300 mark for the first time in its history.<a href="http://stocktwits.com/symbol/GOOG">GOOG’s stock</a> rose as much as 6.6% to hit a record-high of more than $304 and was among the top trending tickers on Stocktwits. Retail sentiment around the tech giant on the platform trended in ‘bullish’ territory over the past day, accompanied by ‘high’ levels of chatter. The company now has a market capitalization of $3.64 trillion.&nbsp;<h2 class="st-heading-2">Broader Stock Market Recovers</h2>The uptick came as the broader equities market also recovered in morning trade.&nbsp; The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) was up nearly 1%, the&nbsp;<a href="http://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) gained 0.31%, and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) climbed 1.46%. Retail sentiment around QQQ on Stocktwits trended in ‘neutral’ territory over the past day, with chatter at ‘high ‘levels.<h2 class="st-heading-2">Gemini 3 Launch Fuels Investor Optimism</h2>Alphabet’s gains come after Google&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-launches-gemini-3-competition-openai/cLPVeh6RE7u">announced</a> the launch of Gemini 3 on Tuesday – its latest artificial intelligence (AI) model. The company said the new model will allow users to get what they “need” with less prompting.&nbsp;Alphabet’s Waymo also said it is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/waymo-announces-robotaxi-launch-in-five-more-cities/cLPV4fyRE7M">rolling out</a> its robotaxi in five new cities with operations set to being in Miami, followed by Dallas, Houston, San Antonio and Orlando.&nbsp;Google’s Class A shares have gained more than 56% this year and over 66% in the last 12 months. Koyfin data shows that the average price target on the stock is $319.35, implying a further upside of 5%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/semr-stock-rockets-70-pre-market-after-adobe-moves-on-1-9-b-semrush-deal/cLPoJvcREBO">SEMR Stock Rockets 70% Pre-Market After Adobe Moves On $1.9B Semrush Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Google Stock Hits $300 For First Time Ever After Announcing Gemini 3, Waymo Expansion

Google’s parent company, Alphabet’s stock climbed 6.6% to a record-high of $304 in morning trade on Wednesday.

<ul class="summary-bullets"><li>Netflix’s stock is expected to trade on a split-adjusted basis at market open on November 17.</li><li>The stock saw a 70% increase in user message count over 24 hours on Stocktwits.&nbsp;</li><li>The company&nbsp;raised its authorized common shares from 4.99 billion to nearly 49.9 billion.</li></ul>Netflix, Inc. (NFLX) stock is drawing the interest of retail investors as its 10-for-1 forward stock split comes into effect, aiming to make its share price more accessible to employees and traders.The split comes after the company amended its charter to boost the number of authorized shares tenfold.<h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2><a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://netflix">Netflix’s stock</a> inched over 0.03% higher in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘low’ message volume levels.The stock saw a 70% increase in user message count over 24 hours. A bullish Stocktwits user said the streaming giant has had a good track record of returning considerable gains to its investors.&nbsp;<stembedurl>https://stocktwits.com/KingChief/message/636408324</stembedurl>Another user sounded optimistic about the year-end rally potential for the stock.&nbsp;<stembedurl>https://stocktwits.com/andy21/message/636408723</stembedurl><h2 class="st-heading-2">Stock Split Gets Into Effect Today&nbsp;</h2>On Nov. 14, 2025, the company filed an amendment to its Amended and Restated Certificate of Incorporation with the Delaware Secretary of State, raising its authorized common shares from 4.99 billion to nearly 49.9 billion.Shareholders of record as of the close of business on Nov. 10, 2025, will receive nine additional shares for each share they own, effective after markets close on Nov. 14, 2025. Trading on a split-adjusted basis is scheduled to begin when the markets open on Nov 17, 2025.By lowering the per-share price, Netflix hopes to make its equity more affordable and appealing for participants in its stock-option programs and retail investors looking for more liquidity.NFLX stock has gained over 24% year-to-date and over 31% in the last 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.

Netflix, Inc. (NASDAQ: NFLX) releases a financial earnings report on October 21, 2025. (Photo by Mike Campbell/NurPhoto via Getty Images)

Is Netflix Gearing Up For A Year-End Rally? Retail Traders Think So After The Stock Split

Netflix’s stock is expected to trade on a split-adjusted basis at market open on November 17.

The split comes after the company amends its charter to increase the number of authorized shares tenfold.

<ul class="summary-bullets"><li>Berkshire disclosed a 17.85-million stake in Alphabet stock, valued at approximately $4.34 billion.&nbsp;</li><li>YouTube clinched a distribution deal with Disney after the latter’s content was removed from the Google-owned video streaming platform.</li><li>The stock is the best-performing Magnificent Seven and has gained 46% year-to-date.</li></ul>Alphabet, Inc. (GOOGL) (GOOG) stock climbed over 5% in Monday’s early premarket session, positioning it on track to test its all-time high of $292.01.The upside trigger has been one of the world’s most astute investors initiating a position in&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet stock. </a>=<h2 class="st-heading-2">The Buffett Bet</h2>Buffett-run Berkshire Hathaway, Inc. (BRK-A) (BRK-B) disclosed in a 13F filing late Friday that it held 17.85 million shares of Alphabet stock, valued at approximately $4.34 billion. The firm has had no prior position in the search giant. The Oracle of Omaha had, though, hinted at missing the bus on Google in the past.In a 2017 interview, Buffett said, “If I were forced to buy [Google-parent Alphabet] or short it, I’d buy it; same way with Amazon. But it’s as little hard when you look at something at ‘X’ and it sells at 10X to buy it.”Buffett’s mantra is long-term value investing: plowing dollars into high-quality companies with durable competitive advantages whose shares are trading at reasonable prices and holding them for the long term.Alphabet’s Class A stock trading under the ticker&nbsp;GOOGL&nbsp;gained 38% during the third quarter. Since the end of the third quarter, the stock has increased by approximately 14%, despite the volatility created by concerns over the AI bubble.Among other catalysts, the stock could react to rumors of the company unveiling the latest iteration of its large language model, dubbed<a href="https://stocktwits.com/news-articles/markets/equity/google-gemini-3-dropping-this-month-sundar-pichai-s-post-fuels-retail-ai-developer-speculation/cLPkoWeREIW"> Gemini 3.0,</a> and the distribution deal YouTube clinched with Disney after the latter’s content was removed from the Google-owned video streaming platform.<h2 class="st-heading-2">What Retail Feels About Google Stock</h2>On Stocktwits, retail sentiment toward Alphabet stock remained ‘Neutral’ as of early Monday and the message volume was also ‘low.’ Although most retail users of the platform are positive about the Buffett bet, some are increasingly becoming uncomfortable with the stock’s valuation. The stock is the best-performing Magnificent Seven and has gained 46% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-rises-premarket-ahead-of-q3-this-week-thiel-exits/cLPkqCSREIk">Nvidia Stock Rises Premarket Ahead Of Q3 Print This Week: Thiel Exits, But Analysts Expect Another Blowout Quarter</a>

Why Alphabet Stock Is Spiking Toward New Highs In Premarket Today 

The stock could be in for a strong ride on Monday, potentially taking the rest of the AI plays along with it.

<ul class="summary-bullets"><li>Alphabet’s Class A stock trading under the ticker GOOG gained 38% during the third quarter.&nbsp;</li><li>Berkshire's fresh Alphabet position amounts to approximately 1.6% of the firm's total holdings' value.</li><li>Apple has been Berkshire’s largest holding, although the firm has been gradually reducing its position in the tech giant since the first quarter of 2024.</li></ul>Berkshire Hathaway, Inc. (BRK-A) (BRK-B) has taken a leap of faith into an artificial intelligence-exposed big tech name even as skepticism around the space gains ground. The Warren Buffett-led investment holding firm’s 13-F report filed late Friday showed that it has initiated a position in Alphabet, Inc. (GOOGL) (GOOG) in the third quarter.<a href="https://stocktwits.com/symbol/GOOGL">Alphabet’s stock</a> has risen over 46% year-to-date, outperforming the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> (+16%) and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> (+19.5%) —&nbsp; exchange-traded funds (ETFs) that track the broader S&amp;P 500 and the Nasdaq 100 Index, respectively.&nbsp;<h2 class="st-heading-2">A Rare Tech Bet</h2>Berkshire held 17.85 million shares of Alphabet stock, valued at approximately $4.34 billion, according to the company's quarterly filing with the SEC. Alphabet’s Class A stock trading under the ticker GOOG gained 38% during the third quarter. Since the end of the third quarter, the stock has added about 14% despite the volatility created by AI bubble fears.Berkshire’s portfolio reveals that tech hasn’t been its favorite sector. Barring Apple Inc. (AAPL) and Verisign (VRSN), the firm does not hold any other technology stocks in its portfolio.&nbsp;Apple has been Berkshire’s largest holding, although the firm has been gradually reducing its position in the tech giant since the first quarter of 2024. The latest filing showed that the firm further shrank its Apple stake by 41.8 million. Apple still accounted for 22.7% ($60.66 billion) of Berkshire’s holdings in terms of value at the end of the third quarter. In terms of the number of shares, Apple makes up 9.6% of Berkshire’s portfolio.Berkshire also held roughly 9 million shares of Versign, a provider of internet infrastructure and domain name registry services. This marked a reduction from the 13.3 million shares it had at the end of the second quarter. Berkshire disclosed the stake sale in late July.&nbsp;The firm has a stake in Amazon, Inc. (AMZN), which does not qualify as a pure-play tech bet, as its AWS Cloud business accounted for only a little over 18% of total third-quarter sales, though accounting for the bulk of its operating income.&nbsp;<h2 class="st-heading-2">How Google Checked Buffett’s Norms</h2>Buffett’s mantra is long-term value investing: plowing dollars into high-quality companies with durable competitive advantages whose shares are trading at reasonable prices and holding them for the long term.Alphabet stock has emerged as a leading AI company,&nbsp;driven by innovation, hefty investments, and exposure through its thriving Google Cloud platform. The company also received a regulatory reprieve in the Department of Justice’s (DOJ) antitrust case, as a judge allowed it to keep its Chrome browser and Android mobile operating system businesses.&nbsp;Buffett had earlier expressed regret about not investing in Google. In a 2017 meeting, the Oracle of Omaha said, “If I were forced to buy [Google-parent Alphabet] or short it, I’d buy it; same way with Amazon. But it’s as little hard when you look at something at ‘X’ and it sells at 10X to buy it.”The billionaire investor, revered as an investment guru, is preparing to step down as CEO and pass the baton to his designated successor, Greg Abel, while continuing to serve as chairman. The company announced recently that Buffett will no longer write annual letters or speak at the company’s annual shareholder meeting. The Alphabet bet could be seen as one based on the new management’s investment rationale, but one may not know for sure.&nbsp;A X user and trader said Buffet may not have made the decision, but investment managers Todd Combs or Ted Weschler may have. “My guess is Ted Weschler, he manages 20+ billion in capital and could have easily made an investment like that. He was the reason Berkshire bought Amazon in 2019 and Apple in 2016,” the user said.Following the company’s third-quarter results, Wedbush analyst Daniel Ives said Alphabet has proved its doubters wrong. “In our view, 3Q performance further validates Alphabet's position as a leading AI beneficiary, with management already observing tangible results across advertising and cloud,” the analyst said.That said, skeptics, including hedge-fund manager Michael Burry, have been sounding the alarm about a potential bursting of the AI bubble. Burry has called out the massive capital spending (Capex) by big techs, specifically mentioning Oracle and Meta. He warned that these companies were inflating earnings by increasing the useful life of their AI infrastructure.&nbsp;<h2 class="st-heading-2">Druckenmiller Picks Google Stake</h2>Former hedge fund manager Stanley Druckenmiller, who now runs a family office, has picked a fresh stake in Alphabet. The 13F report filed by Duquesne Family Office late Friday showed a 102,200 fresh stake in the Sundar Pichai-led company.<h2 class="st-heading-2">What Retal Is Saying About Buffett’s Google Buy</h2>On Stocktwits, retail sentiment toward Alphabet stock remained ‘neutral’ as of early Monday, with the message volume on the stream at ‘normal’ levels. But most viewed Buffett’s buy positively.A bullish user looked forward to an all-time high, citing “Warren Buffett joining the AI chat.” Google ended Friday’s session at $278.56, off the all-time intraday high of $292.01 set on Nov. 12.<stembedurl>https://stocktwits.com/Cryptojoe9/message/636412709</stembedurl>Another watcher said, “Warren Buffett put his money to work in $GOOGL. We are not worried Monday, we rally.”<stembedurl>https://stocktwits.com/Stockbroker07/message/636396941</stembedurl>However, retail is concerned about valuation, with user fearing a “big drop,” citing the stock’s outperformance relative to the Magnificent Seven. “The only issue is that it is so extremely overbought technically.”<stembedurl>https://stocktwits.com/TradingEmpires/message/636410571</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-sounds-fresh-ai-bubble-alarm/cLPkiMVREId">Michael Burry Digs Up ‘One Chart To Refute Them All’ As He Sounds Fresh AI Bubble Alarm</a>

Warren Buffett speaks onstage during Fortune's Most Powerful Women Summit - Day 2 at the Mandarin Oriental Hotel on October 13, 2015, in Washington, DC.

Warren Buffett’s Berkshire Tilts Toward Big Tech Again — This Time With A Bold Bet On Alphabet’s AI Future

Berkshire held 17.85 million shares of Alphabet stock, valued at approximately $4.34 billion, according to the company's quarterly filing with the SEC. 

<ul class="summary-bullets"><li>According to a report by The Wall Street Journal, Verizon plans to cut roughly 15,000 employees, its largest layoff in its history.</li><li>About 200 retail stores will transition to franchise operations, reducing staff further.</li><li>The company has seen its workforce decline nearly 44% since 2015.</li></ul>Verizon (VZ) is reportedly set to reduce its workforce by approximately 15,000 employees as it works towards cutting costs, as competition in the wireless services sector continues to weigh on the telecom giant.People familiar with the matter&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/telecom/verizon-to-cut-about-15-000-jobs-87280c3c">told</a> The Wall Street Journal that most of the job cuts are expected to occur next week and will be primarily implemented through layoffs. The report said this is the largest set of layoffs to occur at the company to date. The company is also reportedly planning to convert approximately 200 retail stores into franchised operations, a move that will result in the reduction of additional employees from its payroll.<a href="http://stocktwits.com/symbol/VZ">Verizon’s stock</a> gained 1.5% in morning trade on Thursday. However, retail sentiment around the telecommunications giants trended in ‘bearish’ territory over the past day.&nbsp;<h2 class="st-heading-2">Decade-Long Workforce Decline</h2>The report stated that Verizon had approximately 100,000 employees as of February, according to its&nbsp;exchange filings.&nbsp;Data on Bull Fincher&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://bullfincher.io/companies/verizon-communications/number-of-employees#:~:text=highest%20number%20of%20employees%20at%20Verizon%20Communications%20was%20177%2C700%20in%20fiscal%20year%202015">shows</a> that the company’s workforce has steadily decreased from a peak of 177,700 employees in 2015, representing an almost 44% reduction over the past decade.<h2 class="st-heading-2">Verizon’s Struggles</h2>The ongoing workforce reductions come amid slower-than-expected revenue growth in several quarters, largely due to aggressive competition in both wireless and fiber markets. The company’s third-quarter (Q3)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/verizon-s-new-ceo-bats-for-aggressive-cost-cuts-to-fund-investments-in-growth-retail-agrees/cLGZAjlR3ws">revenue</a> of $33.8 billion missed the analysts’ consensus estimate of $34.27 billion, according to Fiscal AI data.&nbsp;VZ’s stock has gained 3% this year and around 2.3% over the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/circle-stock-gains-after-jpmorgan-turns-bullish-cathie-woods-ark-invest-buys-the-dip/cLP9RYgRE3X">Circle Stock Gains Pre-Market After JPMorgan Turns Bullish, Cathie Wood’s Ark Invest Buys The Dip</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A pedestrian walks by a Verizon store on April 22, 2025 in Corte Madera, California. (Photo by Justin Sullivan/Getty Images)

 Verizon To Cut Up To 15,000 Jobs In Its Largest Layoff to Date – Restructuring Begins Next Week: Report

The company also plans to convert approximately 200 retail stores into franchised operations, a move that will result in the reduction of additional employees from its payroll.

<ul class="summary-bullets"><li>According to Fiscal.ai-compiled consensus, Disney is expected to report adjusted EPS of $1.02 and revenue of $22.78 billion.</li><li>Morgan Stanley expects Disney to end the fiscal year 2025 with adjusted earnings per share growth of over 20%.</li><li>Retail traders are bracing for a solid earnings beat.</li></ul>Entertainment giant Walt Disney Co.’s (DIS) stock trended on Stocktwits&nbsp;late Wednesday as retail traders looked ahead to the company’s quarterly results due before the market opens on Thursday.Disney’s stock has underperformed the broader market, clocking gains of a little over 5% year-to-date, compared to the 17%+ gain for the SPDR S&amp;P 500 ETF (SPY) and the 18% rise for the&nbsp;<a href="https://stocktwits.com/symbol/XLC">Communication Services Select Sector SPDR ETF Fund (XLC)</a>.<h2 class="st-heading-2">What Analysts Model For Disney’s Q4</h2>According to Fiscal.ai-compiled consensus, Disney is expected to report adjusted earnings per share (EPS) of $1.02 and revenue of $22.78 billion. This compares to $1.14 per share in adjusted earnings and $22.57 billion in revenue that the Mouse House reported a year ago.The primary focus would be on Disney+ net additions, given the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/disney-stock-slides-alongside-retail-trader-mood-as-jimmy-kimmel-suspension-triggers-subscriber-cancellations/chDQh4nR3cW">Jimmy Kimmel controversy</a> in late September, Morgan Stanley said in a note released on Sunday. Disney’s ABC subsidiary had taken his late-night show off the air for nearly a week in late September, bowing to pressure from conservatives over his comments about Charlie Kirk’s assassination. President Donald Trump, who had called<a href="https://stocktwits.com/news-articles/markets/equity/trump-cheers-abc-for-axing-jimmy-kimmels-show/chDciHBRd6U"> for Kimmel’s ouster</a> at that time, called ABC’s decision “great news for America.” The host has been reinstated since then.Morgan Stanley expects flat performance for Disney+ subscriptions, compared with the modest sequential growth the company forecasted when it announced its third-quarter results in early August.Disney had said then that Disney+ and Hulu subscriptions would increase by 10 million sequentially, anticipating a big contribution from Hulu following its expanded Charter deal. The company will stop reporting subscriber numbers for its namesake streaming services from the new fiscal year.Morgan Stanley expects Disney to end the fiscal year 2025 with adjusted earnings per share growth of over 20%. During the quarter, Disney named DraftKings as its official sportsbook and odds provider.&nbsp;<h2 class="st-heading-2">Disney Outlook</h2>Morgan Stanley analyst Benjamin Swinburne expects the standoff with YouTube TV over the terms of their distribution deal to affect adjusted EPS by $0.02 per week. The analyst, however, expects the two sides to resolve the issue later this week. Swinburne’s base-case scenario assumes low-to-mid-teens growth in adjusted EPS for the fiscal years 2026 and 2027.&nbsp;The analyst also expressed optimism about the company’s upcoming holiday releases, including “Zootopia 2” and “Avatar: Fire and Ash”. He also expects the company to announce its next CEO in the upcoming fiscal year, who will likely set the strategy for driving growth through the end of the decade and beyond.<h2 class="st-heading-2">What Retail Traders Feel About Disney Stock Ahead Of Q4</h2>Retail sentiment among users of the Stocktwits platform was ‘extremely bullish’ going into the earnings report, improving from the ‘bullish’ mood seen a day ago. The message volume on the stream increased to ‘extremely high’ levels.A bullish watcher predicted the stock would climb to $125 within a few trading days.<stembedurl>https://stocktwits.com/snowbunny/message/635982047</stembedurl>Another user braced for a solid earnings beat and said that, together with the end of the government shutdown, this would be healthy for the stock.<stembedurl>https://stocktwits.com/red_ninja/message/635979662</stembedurl><h2 class="st-heading-2">What Wall Street Feels About DIS Stock</h2>Morgan Stanley has an ‘Overweight’ rating and a $140 price target for Disney shares. The firm noted that the stock is trading at 16 times price-earnings (P/E) multiple, below its historical range, the broader market, and most lodging and cruise stocks.According to the firm, the key to driving multiple expansions is to show durable growth at the Experiences business and accelerated growth in streaming. The firm believes that the company’s “portfolio of iconic brands and franchises can be monetized at a level that delivers double-digit compounding earnings growth for years to come.”The average price target for the stock is $134.22, according to&nbsp;Koyfin. This implies rougly 15% upside from Wednesday’s closing price. Of the 31 analysts covering the stock, 24 have either ‘Buy’ or ‘Strong Buy’ ratings, six rate the stock as ‘Hold’, and one has a ‘Sell’ rating.Disney stock has traded in a 52-week range of $80.10 to $124.69. The short interest in the stock is 1.10%For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cisco-stock-rallies-over-7-after-hours-on-beat-and-raise-q1/cLPBZT1REdq">Cisco Stock Rallies Over 7% After-Hours On Beat-And-Raise Q1: CEO Touts Strong AI Infrastructure Demand</a>

Disney+ logo seen displayed on a smartphone. 

Disney On Retail’s Radar Ahead Of Q4 Print: Did Jimmy Kimmel Saga Dent Streaming Performance?

As the stock underperforms the broader market, an analyst believes that accelerating streaming growth and durable growth in the Experiences business are vital for turning things around.

<ul class="summary-bullets"><li>The blackout is due to a lack of agreement over the terms of renewing the distribution deal.&nbsp;</li><li>Fans have lost access to college football games, a Monday Night Football matchup, and the New York City marathon.</li><li>Social media users blame Disney for bargaining for a hefty fee in a bid to promote its Hulu and Fubo services.</li></ul>The YouTube-Disney standoff has caught the attention of the Federal Communications Commission (FCC) Chair Brendan Carr, as he called for a speedy resolution. Disney channels, including ESPN and ABC, have been&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/disney-channels-go-dark-on-you-tube-tv-amid-pricing-dispute/cLGpAQ7R3UT">removed</a> from the Alphabet-owned video streaming platform since Oct. 31 due to a lack of agreement over the terms of renewing the distribution deal.&nbsp;<a href="https://stocktwits.com/symbol/DIS">Disney stock</a> has remained relatively unchanged since the blackout, while&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet’s stock</a> has been responding to broader market trends.&nbsp;<h2 class="st-heading-2">Carr Chimes In</h2>The FCC chair said, “Google and Disney need to get a deal done and end this blackout.” “People should have the right to watch the programming they paid for — including football. Get it done!”Carr’s made the comments while resharing a post from YouTube in which it said it has been negotiating with Disney, offering a fair payment for its content, so that its programming can return to YouTube TV. YouTube also said it will offer its subscribers a $20 credit for the disruption.&nbsp;<img src="https://news.stocktwits-cdn.com/Screenshot_2025_11_10_at_9_26_27_PM_png_02044cd5c4.webp" alt="Screenshot 2025-11-10 at 9.26.27 PM.png">Amid the standoff, Disney’s request to restore the channels on YouTube for the Nov. 4 election day alone was&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-s-you-tube-rejects-disney-s-election-day-abc-restoration-request-as-blackout-persists/cL2FUghR3CB">turned down by Alphabet,</a> reasoning that the 24-hour restoration will confuse users.&nbsp;&nbsp;<h2 class="st-heading-2">Sports Fans Left In Lurch</h2>The blackout saga has primarily come to haunt sports lovers. According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/opinion/articles/2025-11-07/disney-youtube-tv-sports-blackout-leagues-are-the-overlooked-culprits">report</a>, sports fans, despite paying their monthly subscriptions, have lost access to college football games, a Monday Night Football matchup, and the New York City marathon.The report stated that neither company is responsible for the predicament, but rather the leagues. Broadcast rights deals have become increasingly expensive, with U.S. sports rights payments reaching $14.6 billion so far this year. It is projected to touch $29.3 billion for the year. Disney’s ESPN pays around $2.7 billion to the NFL each year, and as a cascading effect, the media conglomerate charges cable companies and streamers around $15 per subscriber per month.&nbsp;While social media users took potshots at Disney, alleging that the company seeks a massive premium over the actual value of ESPN, given that it has two competing services in Hulu and Fubo.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/core-weave-stock-slides-after-guidance-cut/cLPdBY1RE2s">CoreWeave Stock Slides After Guidance Cut — But Retail Traders Sniff ‘Generational’ Buying Opportunity</a>

Brendan Carr, Chairman, FCC, speaks onstage during the 2025 Concordia Annual Summit at Sheraton New York Times Square on September 22, 2025. 

‘Get It Done,’ Says FCC’s Carr As Disney–YouTube TV Blackout Drags On Amid Contract Dispute

Disney channels have been blacked out on YouTube since October 31, primarily impacting sports fans.

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