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

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as the community discusses its AI and autonomy day, which showcased a new in-house AI chip and plans for autonomous driving. Investors are weighing the potential of Rivian's technology against ongoing concerns about cash burn and production timelines. The stock is seeing increased attention amid comparisons to Tesla's approach to self-driving technology and analysts raising price targets.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending amid discussion of Ripple's conditional approval for a U.S. national bank charter, with the community debating its impact on XRP's price and utility; some believe this is a step forward, while others are more skeptical. Discussion centers on speculation that Ripple may prioritize its stablecoin, RLUSD, over XRP and whether XRP can break its correlation with Bitcoin. Community members remain divided between bullish and bearish perspectives, discussing potential price movements, long-term prospects, and the impact of institutional involvement.

RYTHM, Inc. engages in the development of hardware and software solutions for indoor agriculture. The company was founded on June 6, 2016 and is headquartered in Rolling Meadows, IL.

RYTHM Inc.

RYM is trending as investors discuss its potential amidst the cannabis sector's volatility, focusing on the company's financials and royalty agreements with GTBIF. Community members are debating its future value, with some citing undervaluation due to its THC drink brand and cash reserves, while others express concerns about potential dilution. Discussions also involve speculation on potential price movements and short covering.

McDonald's Corp. engages in the operation and franchising of restaurants. It operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. The firm's products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, McCafe beverages, and other beverages. The company was founded by Raymond Albert Kroc on April 15, 1955, and is headquartered in Oak Brook, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is trending as analysts discuss the potential impact of value menus and digital strategies on future growth, with some suggesting a limited upside and others highlighting the company's consistent performance. Community members are actively debating its potential for short-term gains versus long-term value, closely watching resistance levels and overall market conditions. The reinstatement of the Monopoly promotion is also sparking conversation about its effect on consumer behavior.

Beasley Broadcast Group, Inc. is multi-platform media company, which engages in the operation of radio stations in the United States. The firm offers marketing solutions across event platforms. It operates through the following business segments: Audio, Digital, and Other. The company was founded by George G. Beasley in 1961 and is headquartered in Naples, FL.

Beasley Broadcast Group Inc - Ordinary Shares - Class A

BBGI is trending due to a combination of factors, including potential short squeeze dynamics and comparisons to other recent high-flying stocks like SMX. Community members are actively discussing its low float, rising earnings estimates, and the impressive qualifications of its board, drawing attention to the company's asset value and potential for significant growth. Chatter suggests BBGI could experience a similar surge, though some caution against chasing momentum and advocate for careful trading.

Enterprise Products Partners LP is a holding company, which engages in the production and trade of natural gas and petrochemicals. It operates through the following segments: NGL Pipelines and Services, Crude Oil Pipelines and Services, Natural Gas Pipelines and Services, and Petrochemical and Refined Products Services. The NGL Pipelines and Services segment manages a natural gas processing facility and a related gathering system. The Crude Oil Pipelines and Services segment owns a crude oil pipeline system. The Natural Gas Pipelines and Services segment stores and transports natural gas. The Petrochemical and Refined Products Services segment offers propylene fractionation, butane isomerization complex, octane enhancement, and refined products. The company was founded by Dan L. Duncan in April 1998 and is headquartered in Houston, TX.

Enterprise Products Partners L P - Unit

Enterprise Products Partners LP

Enterprise Products Partners is trending due to its stable, fee-based midstream business model that provides consistent cash flow, attracting income-focused investors amidst volatile energy markets. Community discussions highlight its inflation-protected contracts and ongoing projects that support a reliable income stream, with some traders pointing to potentially bullish technical indicators. Recent analyst ratings and target price adjustments are also contributing to the increased attention.

The Williams Cos., Inc. operates as an energy infrastructure company, which explores, produces, transports, sells and processes natural gas and petroleum products. It operates through the following segments: Transmission and Gulf of Mexico, Northeast G&P, and West. The Transmission and Gulf of Mexico segment consists of interstate natural gas pipelines, the Transco and Northwest Pipelines, as well as natural gas gathering and processing and crude oil production handling and transportation assets in the Gulf Coast region. The Northeast G&P segment includes midstream gathering, processing, and fractionation businesses in the Marcellus Shale region primarily in Pennsylvania and New York, and the Utica Shale region of eastern Ohio. The West segment consists of gas gathering, processing, and treating operations in the Rocky Mountain region of Colorado and Wyoming, the Barnett Shale region of north-central Texas, the Eagle Ford Shale region of south Texas, the Haynesville Shale region of northwest Louisiana, and the Mid-Continent region which includes the Anadarko, Arkoma, and Permian basins. The company was founded by David Williams and Miller Williams in 1908 and is headquartered in Tulsa, OK.

Williams Cos Inc

Williams Cos. is trending as analysts adjust price targets and ratings, with many highlighting its solid financial health and dividend yield. The company's strategic focus on natural gas, acquisitions, and partnerships to address growing energy demands are key discussion points. Some are cautious due to the stock's valuation relative to peers.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

SLV is trending as silver prices surge to new highs, driven by a weaker dollar and expectations of a rate hike from the Bank of Japan. Community members are discussing options strategies and speculating about potential price targets, while also noting the growing industrial demand for silver and potential supply restrictions. Some are attributing the price increase to a potential rotation out of crypto and into precious metals.

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

Keeta

Keeta is trending as users compare its high-throughput capabilities and compliance-first design to other Layer 1 blockchains. Discussions highlight its integration with Bridge (a Stripe company) which enables seamless fiat on/off-ramps. The community is focused on Keeta's potential for institutional adoption and efficient cross-chain transactions in the evolving DeFi landscape.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is trending as the community discusses its potential amid strength in the networking sector, with some traders eyeing opportunities based on RSI and moving average analysis. However, some express frustration with the stock's recent performance and debate its valuation, while others highlight its AI networking capabilities and a new campus Wi-Fi solution called VESPA. Recent analyst ratings are mixed, with some reiterating Buy ratings and raising price targets, while others are more cautious.

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<ul class="summary-bullets"><li>Disney becomes Sora’s first content-licensing partner and invests $1B in OpenAI, gaining AI capabilities and future equity rights.</li><li>OpenAI gets funding relief amid massive projected losses; Disney seeks engagement&nbsp;boost across streaming and parks.</li><li>Disney shares remain muted, up just 0.5% YTD, with retail sentiment still bearish.</li></ul>The Mouse House has&nbsp;finally jumped on the artificial intelligence (AI) bandwagon, teaming up with the technology’s ‘OG’ innovator, OpenAI. The moot point is whether this partnership is&nbsp;a substantial “win-win” opportunity or merely a headline-grabbing alignment.At least, investors have taken the news positively,&nbsp;as seen from the&nbsp;<a href="https://stocktwits.com/symbol/DIS">Disney stock</a> rising 2.4% on Thursday.<h2 class="st-heading-2">Disney’s Deal Snippets</h2>-Disney becomes Sora’s first content licensing partner, as part of a three-year contract.-Based on user prompts, Sora can now generate videos, drawing from a set of over 200 characters from Disney, Marvel, Pixar, and Star Wars.-Disney becomes&nbsp;an&nbsp;OpenAI customer (will use OpenAI’s APIs to build new products, tools, and experiences, and deploys ChatGPT to its employees).The highlight of the deal terms is a $1 billion investment Disney has agreed to make in&nbsp;<a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a>, which&nbsp;is currently raking up mammoth losses. It would also receive warrants that can be used to purchase additional equity.<h2 class="st-heading-2">Win-Win Or It So Seems?</h2>Walt Disney CEO Bog Iger was upbeat about the&nbsp;partnership. Speaking on CNBC’s Squawk on the Street on Thursday, he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/12/11/disney-open-ai-iger-altman.html">said</a> the company’s $1 billion equity investment is a “way-in” to AI,&nbsp;and&nbsp;would have a potential long-term impact&nbsp;at Disney.<blockquote>“We want to participate in what Sam is creating, what his team is creating…We think this is a good investment for the company.”</blockquote>For OpenAI, the $1 billion&nbsp;cheque –&nbsp;and future&nbsp;potential investments by Disney –&nbsp;are only a drop in the bucket.&nbsp;It is burdened by massive losses stemming from&nbsp;its&nbsp;huge investment in training AI models and the&nbsp;supporting cloud infrastructure.HSBC estimates that OpenAI is on track to incur losses at least until 2030, according to a Financial Times report.&nbsp;Losses are seen increasing from $17.72 billion in 2025, peaking at over $108 billion in 2029, and narrowing to $77 billion in 2030.<figure class="image"><img style="aspect-ratio:600/371;" src="https://news.stocktwits-cdn.com/Open_AI_s_Estimated_Losses_in_Billions_png_aa6dca42de.webp" alt="OpenAI's Estimated Losses (in Billions).png" width="600" height="371"></figure>HSBC data source via Financial TimesIn any case, a partnership and investment with a media group as iconic as Disney is a welcome development for OpenAI.At a time when the media and entertainment industry is undergoing a significant consolidation, this AI trump card&nbsp;with Disney could serve it well in the near term. Theater attendances are yet to return to pre-pandemic levels, and its streaming business&nbsp;faces&nbsp;cutthroat competition. The AI-generated content may help reinvigorate engagement on the company’s streaming platforms.Following&nbsp;Disney’s fourth-quarter results in mid-November, Evercore ISI analyst Kutgun Maral said the&nbsp;company’s&nbsp;FY26 outlook was conservative amid macro uncertainties. Nevertheless, the analyst said Disney's "strong track record and strategic investments position it well for sustained growth.”&nbsp; While lowering Disney’s stock price target by $11 to $130, Rosenblatt Securities flagged concerns about a notable deceleration in domestic parks.In a post on X, the founder of video analytics company Delmondo, Nick Cicero, said Disney had solved two existential problems with the OpenAI deal. &nbsp;&nbsp;&nbsp;-Creators making billions of views worth of unauthorized Disney content-Kids are spending more time on YouTube than Disney+Cicero feels the move is about revenue physics, rather than tech:<blockquote>“Sora gives Disney its first scalable way to pull creator-made content into its own premium ecosystem — brand-safe, trackable, legal, and ready for CTV monetization.”&nbsp;</blockquote><h2 class="st-heading-2">Disney Takes On Google</h2>In an interesting turn of events, close on the heels of striking the OpenAI partnership, Disney reportedly sent a “cease-and-desist” letter to Google over the unauthorized use of its work by the latter’s Gemini large-language model (LLM), Axios&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.axios.com/2025/12/11/disney-google-ai">reported,</a> citing a copy of the letter it obtained.<h2 class="st-heading-2">Tracking Disney’s Trajectory</h2>After a forgettable first three months, Disney’s stock took off strongly&nbsp;in May, as the company&nbsp;posted&nbsp;a second-quarter beat and raised its full-year forecast, buoyed by strong performances by its theme parks and streaming business.The euphoria lasted through June before fading, and the stock has been stuck in a sideways trending channel since then.<img src="https://news.stocktwits-cdn.com/Disney_YTD_stock_move_png_5aa9b6df39.webp" alt="Disney YTD stock move.png">Source: KoyfinThe stock is barely (+0.50%) in positive territory for the year.<h2 class="st-heading-2">Retail’s Downbeat</h2>The AI plunge hasn’t made a world of good for Disney,&nbsp;at least in the eyes of retail investors. On Stocktwits, retail sentiment toward the stock is stuck in ‘bearish’ as of early Friday. The mood toward the stock has largely been downbeat for much of this year.<figure class="image"><img style="aspect-ratio:717/448;" src="https://news.stocktwits-cdn.com/DIS_RS_png_5c7e382566.webp" alt="DIS-RS.png" width="717" height="448"></figure>&nbsp;&nbsp;Disney’s stock is currently trading at a discount of about 20% relative to the one-year consensus price target&nbsp;from analysts, according to Koyfin.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/san-disk-outperforms-western-digital-with-600-ytd-gain-climbed-to-top-of-s-and-p-500-winners-list/cLICWXGREFL">SanDisk Outperforms Former Parent Western Digital With Nearly 600% YTD Gain — And Climbed To Top Of The S&amp;P 500 Winners List: What Drove The Explosive Rally?</a>

A statue of Walt Disney and Mickey Mouse stands in a garden in front of Cinderella's Castle at the Magic Kingdom Park at Walt Disney World on April 3, 2025, in Orlando, Florida. 

Disney Offers A Boost To OpenAI With $1B Investment — and Grabs a Spot in the AI Race: A Win-Win  Deal?

Disney’s $1B OpenAI partnership offers strategic AI entry and content advantages, but investor sentiment remains muted as the stock trades sideways despite potential long-term benefits.

Equity

Disney’s $1B OpenAI partnership offers strategic AI entry and content advantages, but investor sentiment remains muted as the stock trades sideways despite potential long-term benefits.


$72B Streaming Deal: ETFs to Gain From Netflix's Warner Bros. Takeover 

Netflix's $72B move for Warner Bros. reshapes streaming and puts a spotlight on ETFs like FDN that are positioned to benefit from its potential gains.

Meta Platforms (META) is reportedly re-engaging with news publishers, marking a shift from its 2022 decision not to renew its content partnerships.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.axios.com/2025/12/05/meta-ai-deals-news-publishers">report</a> by Axios, Meta has struck several commercial AI data agreements with publishers, including USA Today, People Inc., Fox News, The Daily Caller, Washington Examiner, and Le Monde.&nbsp;The new deals reflect Meta’s effort to secure training data and licensed content for its AI systems at a time when the industry is moving toward formal agreements rather than relying on unlicensed scraping to better compete against the likes of Perplexity, Google’s Gemini 3, and OpenAI’s ChatGPT.While financial terms were not reported, Axios described the partnerships as commercial data deals aimed at feeding Meta’s AI products.&nbsp;<a href="https://stocktwits.com/symbol/META">Meta’s stock</a> edged 0.5% higher in pre-market trade with retail sentiment around the company trending in ‘bearish’ territory even as chatter rose to ‘high’ from ‘low’ levels over the past day.&nbsp;<h2 class="st-heading-2">Rivals Expand Their Own Publisher Partnerships</h2>Meta’s move comes as competitors have also broadened their relationships with news organizations. Perplexity announced its revenue-share model in August 2025, committing an initial $42.5 million to compensate publishers whose articles appear in AI queries on its platform and Comet browser.&nbsp;Under the structure, publishers receive 80% of subscription revenue tied to services like Comet Plus. On Stocktwits, retail sentiment around Perplexity trended in ‘extremely bullish’ territory, accompanied by ‘high’ levels of chatter.OpenAI has signed deals with more than 20 outlets, including The Guardian in February, The Associated Press, Politico, Vox Media, and Wired. The partnerships allow content to appear in ChatGPT with attribution and payment. On Stocktwits, retail sentiment around OpenAI was in ‘bearish’ territory at the time of writing.Alphabet (GOOG, GOOGL)-backed Google has been pushing for news partnerships as it builds out Gemini. The company partnered with the Associated Press in January, followed by the Australian Associated Press in August, to deliver real-time news feeds for Gemini responses. The company is also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://finance.yahoo.com/news/googles-ai-licensing-deal-20-222900443.html">reportedly</a> exploring pilot licensing arrangements with about 20 additional national publishers to expand AI content sourcing.<h2 class="st-heading-2">Meta’s Strategic Pivot</h2>Meta AI is integrated across Facebook, Instagram, WhatsApp, and Messenger. The new content deals will allow its AI chatbot to provide real-time answers with proper attribution and link users directly to publishers’ websites.These agreements, similar to the company’s prior deal with Reuters, are multiyear contracts that compensate publishers for the use of their content. According to the report, Meta plans to expand partnerships, topics, and features over time to deliver a wider range of verified news, entertainment, and lifestyle content.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-drops-below-92000-with-xrp-sol-leading-losses-among-major-tokens/cLISPRGREk5">Bitcoin Drops Below $92,000 With XRP, Solana Leading Losses Among Major Tokens – Analyst Blames Banking Liquidity Crunch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Meta logo is displayed during the Viva Technology show at Parc des Expositions Porte de Versailles on May 22, 2024 in Paris, France. (Photo by Chesnot/Getty Images)

Meta Rekindles Publisher Partnerships As AI Race Intensifies Against OpenAI, Perplexity, Gemini: Report

According to a report by Axios, Meta has struck several commercial AI data agreements with publishers including USA Today, Fox News, and Le Monde. 

<ul class="summary-bullets"><li>Meta’s metaverse rollout struggled from the start, hampered by poor adoption.</li><li>Reality Labs has become a significant financial drag, posting massive operating losses that now look increasingly unsustainable as AI capex demands rise.</li><li>The company is prioritizing AI leadership over reviving its metaverse vision.</li></ul>Has Mark Zuckerberg’s metaverse dream come crashing down? It has been four years since the billionaire took the leap of faith toward the concept, reasoning that it was the successor to the mobile internet.If rumors are anything to go by, Meta Platforms, Inc. (META) is mulling cutting 30% of the budget earmarked for the metaverse.&nbsp;<h2 class="st-heading-2">Big Vision That Didn’t Quite Take Off</h2>Announcing the fancy concept at the Meta Connect 2021 conference, the company defined it as a “set of interconnected digital spaces that lets you do things you can’t do in the physical world.” Zuckerberg was so enamored with it that he wanted to abandon the company’s identity as a social-media platform and rebrand it as Meta, which had previously been known as the flagship Facebook app.&nbsp;The metaverse heavily drew on Augmented Reality (AR), a technology that lets users augment their physical environment with digital elements, and Virtual Reality (VR), which gives users an immersive experience of a virtual world. During the metaverse’s unveiling, the company announced its flagship product, the Horizon Homes, a homebase in the metaverse, where you can invite friends, hang out with them and play games together by putting on your Quest VR headset.&nbsp;As opposed to Meta’s internal target to hit 500,000 monthly active users for its Horizon Worlds, a social platform optimized for the metaverse, by the end of 2022, it could only hit 200,000 by October, forcing Meta to revise down its estimate, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.statista.com/statistics/1362347/meta-horizon-worlds-users/#:~:text=In%20October%202022%2C%20Meta's%20Horizon,Meta%20Quest%202%20VR%20headset.">Statista</a>.&nbsp;Monthly Active Users Of Horizon Worlds (2022)<figure class="image"><img style="aspect-ratio:745/491;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_05_at_3_02_47_AM_png_4e9d34257e.webp" alt="Screenshot 2025-12-05 at 3.02.47 AM.png" width="745" height="491"></figure>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Source: Statista&nbsp;Poor user adoption, expensive hardware requirements, not-so-good user experiences, and a lack of compelling content all served as handicaps.<h2 class="st-heading-2">AI - The Metaverse Killer?</h2>Metaverse, which was housed in the company’s Reality Labs business,&nbsp; didn’t quite take off as Zuckerberg expected. A year from its launch, another buzzword bulldozed its way into the tech world, smothering Zuckerberg’s new fad. But the metaverse had its inherent pitfalls, keeping the technology from taking off in a big way. When asked about Meta’s metaverse at the 2022 WSJ TechLive conference, Microsoft Gaming Head Phil&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=1Yl0cW4t8kE&amp;t=72s">said</a> it’s a “poorly built video game.”The launch of OpenAI’s large language model (LLM), ChatGPT, in late 2022, set off the artificial intelligence (AI) revolution, spawning an ecosystem of players, both builders and consumers, around it.&nbsp;According to Wedbush’s Daniel Ives, the AI revolution is here to stay despite all doomsday talks. In a recent note, the analyst called AI the fourth industrial revolution and said the “tech cap-ex supercycle” will drive it over the next few years. He sees big-tech capital expenditure on technology at $500 billion to $600 billion in 2026.<a href="https://stocktwits.com/symbol/META">Meta’s stock</a> has begun to turn the corner after the ravages seen since it hit a peak in mid-August as the broader market shook off AI bubble fears and set its eyes on a potential rate cut in December.&nbsp;<h2 class="st-heading-2">Reality Labs’ Dismal Showing</h2>Reality Labs, Meta’s research arm for AR/VR hardware and software, emerged from the company’s push into immersive technologies and was built around Oculus VR, which Meta acquired in 2014 for $2 billion in cash and stock. Oculus is the progenitor of today’s Quest headsets. Although there’s no single moment that clearly marks the division’s formal creation, Meta celebrated its 10th anniversary last year, with the Oculus acquisition widely regarded as its starting point.&nbsp;<figure class="image"><img style="aspect-ratio:600/371;" src="https://news.stocktwits-cdn.com/Meta_s_Reality_Labs_Annual_Performance_in_Billions_png_952e481204.webp" alt="Meta's Reality Labs Annual Performance (in Billions).png" width="600" height="371"></figure>&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; &nbsp; &nbsp;Source: Meta&nbsp;For the first nine months of 2025, the division has generated $1.06 billion in revenue and incurred $12.76 billion in operating losses.<h2 class="st-heading-2">Meta Seeks Redemption?</h2>As Meta’s capex needs surge, the company can’t afford to keep pouring money into a hole. Several prominent voices on Wall Street have already accused it of propping up profits with questionable accounting choices.&nbsp;To stay competitive in the AI race, Meta may need to adopt a more disciplined approach — one that could force Zuckerberg to let go of his once-cherished vision. Signs suggest he may already have moved on, given the breakneck speed of Meta’s AI push, from forming a Superintelligence group to building massive data centers and aggressively recruiting top AI researchers. Even with these concerted efforts, whether Meta can close the gap with its megacap peers in foundation models — and deploy AI features profitably across its core businesses — remains an open question.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jensen-huang-thinks-we-ll-all-run-our-own-mini-nuclear-reactors-in-our-backyards-amid-ai-power-crunch/cLILvtvRESK">Jensen Huang Thinks We’ll All Run Our Own Mini Nuclear Reactors In Our Backyards — What Today’s AI Power Crunch Really Looks Like</a>

Mark Zuckerberg's personal Facebook account is displayed on a mobile phone with the Meta logo.

Zuckerberg’s Metaverse Was Supposed To Change Everything — Instead, Meta Seems To Be Pulling The Plug After Burning Billions

Meta’s metaverse rollout struggled from the start, hampered by poor adoption.  Reality Labs has become a significant financial drag, posting massive operating losses that now look increasingly unsustainable as AI capex demands rise.

As AI spending explodes across Big Tech, Meta is aggressively pivoting toward AI, raising questions about whether Zuckerberg has quietly shifted from the metaverse to a more attainable vision.


<ul class="summary-bullets"><li>The report said the partnership strengthens Google Cloud’s competitive position against AI coding rivals such as Anthropic and Cursor.</li><li>In September, Replit raised $250 million, nearly tripling its valuation to $3 billion.</li><li>The company grew annualized revenue from $2.8 million to $150 million in less than a year.</li></ul>Alphabet Inc. (GOOG, GOOGL)-backed Google Cloud reportedly announced Thursday a multi-year partnership with AI coding startup Replit, signaling a push to broaden its enterprise AI footprint.CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/12/04/google-replit-ai-vibe-coding-anthropic-cursor.html">reported</a> that under the partnership, Replit plans to increase its use of Google Cloud services, integrate more of Google’s AI models, and provide AI-powered coding solutions for enterprise clients.<a href="https://stocktwits.com/symbol/GOOG">GOOG’s stock</a> dipped more than 1% in midday trade, with retail sentiment on Stocktwits trending in ‘bearish’ territory over the past day.&nbsp;<h2 class="st-heading-2">Why Replit?</h2>Replit, which describes itself as a user-friendly coding platform for non-developers, aims to make AI coding tools accessible to a broader audience. The partnership could accelerate the adoption of Google Cloud among enterprise customers by enabling teams without traditional engineering backgrounds to leverage AI in their workflows.In September, Replit closed a $250 million funding round, nearly tripling its valuation to $3 billion. The company reported growth in annualized revenue from $2.8 million to $150 million in under a year.&nbsp;Data from fintech company Ramp&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/arakharazian/status/1996253937012204016">showed</a> Replit achieved the fastest new customer growth among software vendors, while Google continues to lead in enterprise adoption and spending on the platform.<h2 class="st-heading-2">Strengthening Google Against Rivals</h2>According to the report, the new partnership should give Google ammunition to stack up against rivals' coding products, such as Anthropic and Cursor. The company’s stock has gained more than 12% since the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-launches-gemini-3-competition-openai/cLPVeh6RE7u">launch</a> of Gemini 3, which has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/facing-gemini-surge-open-ai-scrambles-to-overhaul-chat-gpt-report/cLIaK1BRE0F">reportedly</a> also pulled users away from ChatGPT and led CEO Sam Altman to activate a “code red” alert across the company to improve performance.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tom-lee-predicts-eth-will-outperform-btc-crypto-prices-have-likely-bottomed/cLILMFWRESg">Tom Lee Predicts Ethereum Will Outperform Bitcoin, Says Crypto Prices Have ‘Likely Bottomed’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A pedestrian walks past the Google logo outside a commercial building that houses the company's Beijing office on November 11, 2025, in Beijing, China. 

Google Cloud Partners With Replit To Boost AI Coding For Enterprises: Report

According to a CNBC report, Replit plans to integrate more of Google’s AI models and provide AI-powered coding solutions for enterprise clients.

<ul class="summary-bullets"><li>The stock set a fresh peak (intraday) of $796.25 on Aug. 15, and is down about 20% since.&nbsp;&nbsp;</li><li>Meta's forward P/E is currently 21.74, a discount to S&amp;P's P/E, but consensus analysts' stock price target models imply roughly 31% upside.</li><li>Evercore ISI maintained its bullish view on Meta, citing a sum-of-the-parts valuation.</li></ul>Social-media giant Meta Platforms, Inc.'s (META) stock has had a roller-coaster 2025, with its three-year&nbsp;rally stalling early this year, as President Donald Trump shocked the market with his infamous sweeping tariff announcement and a Chinese artificial intelligence (AI) startup's threat ravaged tech stocks.Notwithstanding these threats, <a href="https://stocktwits.com/symbol/META">Meta's stock</a> is in the green for the year, up 9.71%, but the gains pale in comparison to those of the Magnificent Seven group. The <a href="https://stocktwits.com/symbol/MAGS">Roundhill Magnificent Seven ETF (MAGS)</a>, considered a proxy for the performance of seven megacap names, has advanced nearly 23% this year.<h2 class="st-heading-2">Meta Attractively Valued</h2>The relative stock underperformance has rendered the social media giant's valuation attractive vis-à-vis its Mag 7 peers and the S&amp;P 500. According to Yardeni Research, the S&amp;P 500 forward price-earnings (P/E) multiple is 22.4, and that of the Mag 7 group is 28.9.<img src="https://news.stocktwits-cdn.com/S_and_p_500_valuation_png_b7d311fe71.webp" alt="S&amp;p 500 valuation.png">Source: Yardeni ResearchMeta's forward P/E is currently at 21.74. Incidentally, all the other Mag 7 stocks trade at a premium to the S&amp;P 500 Index and Meta.<img src="https://news.stocktwits-cdn.com/Mag_7_Forward_PE_multiples_png_92e181ad22.webp" alt="Mag_7_Forward_PE_multiples.png">Source: Fiscal.ai<h2 class="st-heading-2">Investors Unfriending Meta</h2>The second leg of weakness came in late October, when Meta shocked the investing community by reporting an unexpected third-quarter loss. Trump was again blamed for Meta's predicament, as his "Big Beautiful Bill Act" required the company to record a hefty $16 billion tax provision. But the saving grace is the company's reassurance that its tax bill will be significantly lower for the rest of the year and also in the future.Meta investors were also spooked by management's commentary on higher capital expenditures. Co-founder and CEO Mark Zuckerberg, however, painted a rosy picture of the company's Superintelligence Labs, a division set up earlier this year that brings all its AI efforts under one roof, with the mandate to achieve artificial general intelligence (AGI).Rubbing salt to the wound, fund managers and skeptics began calling for an AI bubble burst and for accounting irregularities by hyperscalers to window-dress their profits.<h2 class="st-heading-2">Will Meta Get Back In Favor?</h2>Barring any macroeconomic setback or a marketwide correction, the odds of the stock returning to its heyday are high. It set a fresh peak (intraday) of $796.25 on Aug. 15, and is down about 20% since then. According to Koyfin, analysts' average price target for META is $841.27 —&nbsp;which implies that the stock is trading at a 31% discount from that mark.As recently as Tuesday, Evercore ISI <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/analyst-ratings/evercore-isi-reiterates-meta-stock-outperform-rating-sees-whatsapp-as-40b-business-by-2030-93CH-5132892">maintained</a> an 'Outperform' rating on Meta stock and its $875 price target, according to Investing.com. The optimism is based on a sum-of-the-parts valuation, as the firm views the Instagram business as a $40 billion business by 2030, generating $20 billion in operating income and $7.15 in earnings per share.According to the firm, Meta is pursuing AI leadership from a "Clear Position of Strength," buoyed by a robust online advertising market, strong user and engagement growth, increasing monetization effectiveness, and additional growth opportunities in core Meta products like Threads, Meta AI, and Facebook Marketplace.But retail investors have turned wary. On Stocktwits, retail sentiment toward the stock has been 'bearish' for a week. One user even viewed Meta's AI implementation as "horrible." Most bearish watchers are bracing for a move toward $400.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/crowd-strike-zscaler-palo-alto-fortinet-which-cybersecurity-stock-will-win-next-year/cLIaSlnRE0A">&nbsp;CrowdStrike, Zscaler, Palo Alto, Fortinet: Which Cybersecurity Stock Will Win Next Year? Wall Street Sees 35% Room To Run In This Pick</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 Has Become The Mag Seven’s Cheapest Bet Despite AI Push — But Can Zuckerberg Flip The Market’s Mood?

Despite a bruising year of tariff shocks, surprise losses and investor doubt, Meta’s valuation looks compelling — and Wall Street still sees upside.

<ul class="summary-bullets"><li>Munster also said Meta AI in the Glasses struggled not only with edge use cases but also with basic comprehension.</li><li>This casts doubts on the broader-line usefulness in everyday tasks.</li><li>Alibaba on Thursday launched in China a new Quark AI Glasses series—three stylish variants of the flagship dual-display S1 and three sleek versions of the camera-first G1.</li></ul>Meta Platforms, Inc.’s (META) artificial intelligence (AI) glasses, which launched amid much fanfare in mid-September, haven’t wowed tech venture capitalist and analyst Gene Munster.&nbsp; The not-so-positive review came after the analyst made a one-on-one comparison with&nbsp;<a href="https://stocktwits.com/symbol/OPENAI">OpenAI’s</a> video-conversation tool running on Apple Inc.’s (AAPL) iPhone.To make matters worse for the Mark Zuckerberg-led company, the sale of Chinese e-commerce giant Alibaba, Inc.’s (BABA) rival offering, the Quark AI glasses, began in China on Thursday.&nbsp;<h2 class="st-heading-2">Meta’s Offering Underwhelms</h2>“I’m disappointed,” Munster said of Meta’s Display Glass. Munster &amp; his team ran a side-by-side test, using 50 prompts. “Across the prompts, Meta AI on the Display understood the request about 90% of the time, and I was satisfied with its answers only around half the time,”&nbsp; the tech analyst said.“ChatGPT, using its video model, understood 100% of the prompts and delivered satisfactory responses 98% of the time.”Munster also said Meta AI struggled not only with edge use cases but also with basic comprehension, casting doubt on its broader usefulness in everyday tasks. The one bright spot for Meta AI was foreign language translation, he said.According to Munster, Meta’s bet that the AI on users’ faces will be the next computing platform will only work if the assistant is easy to invoke, clearly grounded in what you’re seeing, and specific enough to deliver actionable answers. “Our follow-up testing reinforces that Meta isn’t there yet.”Meta’s AI glasses with Display have a starting price of $799.<h2 class="st-heading-2">Alibaba Threat</h2>The Chinese company launched new Quark AI Glasses series—three stylish variants of the flagship dual-display S1 and three sleek versions of the camera-first G1, available in multiple frame colors and lens options. The S1 model starts at 3,799 yuan ($536), and the G1 starts at 1,899 yuan.These are deeply integrated with Alibaba’s advanced AI model, Qwen, and its newly launched AI application, Qwen App, enabling users to access AI assistance anytime via voice commands such as “Hello Qwen” or via touch controls.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-vs-aapl-vs-googl-vs-msft-which-megacap-will-end-2025-as-most-valued-company/cL5eoJUREhW">NVDA vs. AAPL vs. GOOGL vs. MSFT: Which Megacap Will End 2025 As Most Valued Company? Retail Backs Nvidia Despite Recent Headwinds</a>

Meta Ray-ban AI glasses are on display in San Francisco, California, July 12, 2025. 

‘I’m Disappointed,’ Says Munster, As Meta’s AI Display Glass Lags Behind ChatGPT On iPhone — Alibaba’s Debut Deepens The Challenge 

Meta, despite its concerted efforts to deploy AI across services and hardware products, may not have gotten a head start with its latest AI Glass offerings.  

<ul class="summary-bullets"><li>Netflix has scheduled the release of the fifth and final season of the series in three parts.</li><li>Netflix stock is up 19% this year, in line with the communication services sector.&nbsp;</li><li>The shares began trading on a 10:1 split-adjusted basis on Nov. 17.</li></ul>Streaming giant Netflix, Inc. (NFLX) experienced a service outage late Wednesday, coinciding with the premiere of the highly anticipated first volume of Stranger Things' fifth season.<h2 class="st-heading-2">Tech Plays Spoilsport?</h2>According to Downdetector, a website that tracks online service outages, the first outage was reported at 7 p.m. ET, and incidents peaked around 8 p.m. ET before trickling down. Of the reported incidents, 79% were related to video streaming. About 19% complained of issues with the website and 3% reported problems with search.The outage appears to have affected services worldwide.Netflix has scheduled the release of the fifth and final season of the series in three parts: Volume 1, comprising 4 episodes, on Nov. 26; Volume 2, comprising 3 episodes, on Dec. 25; and the finale on New Year’s Eve. Each episode is scheduled to release at 8 p.m. ET.Netflix&nbsp;did not immediately respond to Stocktwits’ inquiry seeking confirmation of the outage.According to a MarketWatch&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.marketwatch.com/story/stranger-things-has-made-at-least-1-billion-for-netflix-already-now-season-5-could-deliver-another-200-million-b8827337">report</a>, citing Parrot Analytics, the Stranger Things TV show has already generated at least $1 billion in revenue for the streaming giant since 2020. The report also stated that Netflix may have spent $60 million per episode on the fifth season, bringing the overall spend to about $400 million, making it one of the most expensive TV show productions and rivaling the budgets of blockbuster films.<h2 class="st-heading-2">Social Media Reacts</h2>The outage did not go down well with social media users, who had a field day flooding the internet with comments and memes. One of them shared a meme of a server rack with a person sporting a perplexed look at the networking, captioned “Netflix servers after Stranger Things dropped.”<img src="https://news.stocktwits-cdn.com/Screenshot_2025_11_26_at_9_05_17_PM_png_0678e2f8a4.webp" alt="Screenshot 2025-11-26 at 9.05.17 PM.png">Another said, “NETFLIX FIX YOURSELF RIGHT NOW BRO, IVE BEEN WAITING THREE YEARS &nbsp; #StrangerThings5.”A third user&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Dev1Poatan/status/1993848633591287849">called</a> the company to report an issue with its app. Since then, social media users have&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/swagmoritz/status/1993851144339427473">confirmed</a> that it is back up.<h2 class="st-heading-2">What Retail Feels About NFLX Stock</h2>The new instalment of the thriller show hasn’t moved the needle on the Netflix stock, at least with retail investors. On Stocktwits, retail sentiment remained ‘bearish’ as of late Wednesday, and the message volume dropped off to ‘low’ levels, potentially reflecting the holiday mood among traders.One user expects Netflix to rally, starting on Monday, and urged fellow retailers to load up.<stembedurl>https://stocktwits.com/KingChief/message/637585217</stembedurl>Another user expressed excitement about the Stranger Things premiere, although the community hasn’t discussed the outage per se.<stembedurl>https://stocktwits.com/Holdconviction/message/637581570</stembedurl>Netflix stock is up 19% this year, in line with the communication services sector. The shares began trading on a 10:1 split-adjusted basis on Nov. 17 but have since fallen about 4% amid the tech-driven market weakness.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mit-study-reportedly-reveals-ai-can-replace-11-7-of-us-workforce/cL53uC9REWs">MIT Study Reportedly Reveals AI Can Replace 11.7% Of US Workforce</a>

Stranger Things mural is seen during Netflix's "Stranger Things" 5 Los Angeles CicLAvia Bike Ride fan event on November 23, 2025 in Hollywood, California. 

Netflix Glitches As ‘Stranger Things 5’ Premiere Sparks Traffic Surge

Netflix’s “Stranger Things” series has already generated at least $1 billion in revenue for the streaming giant since 2020, according to a report.

ETFs to Gain as Alphabet Nears $4 Trillion in Market Cap

Alphabet nears a $4T valuation as chip deals, Gemini 3 momentum, and strong Q3 results lift ETFs like GXPC with heavy exposure. 

<ul class="summary-bullets"><li>Page, with a net worth of $276 billion, is now ranked second on the list, with Brin closely behind, lagging by only $18 billion.&nbsp;</li><li>The co-founders&nbsp;have boosted their net worth by about $108 billion and $99.3 billion, respectively, this year.</li><li>Google is on the cusp of hitting $4 trillion valuation, and to reach there, its Class A stock has to hit $330.31.&nbsp;</li></ul>Alphabet's stock has rallied strongly this year, outperforming the broader market and tech sector, thanks to its nimbleness with innovation and its resilient search business. Year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet stock</a> has gained 71%, compared with 16% and 20% for the SPDR S&amp;P 500 ETF (SPY) and the Invesco QQQ Trust (QQQ) ETF, respectively.&nbsp;<h2 class="st-heading-2">Brin-Page’s Wealth Spikes</h2>Propelled by the stock's stellar gains, Google co-founders Sergey Brin and Larry Page now rank among the top five billionaires on the Bloomberg Billionaires list. Page, with a net worth of $276 billion, is now ranked second, with Brin closely behind, lagging by only $18 billion.&nbsp;Over the year, Brin and Page have boosted their net worth by about $99.3 billion and $108 billion, respectively.The duo has relegated Oracle founder Larry Ellison, Amazon founder Jeff Bezos, and Meta’s Mark Zuckerberg to fourth, fifth, and sixth, respectively. They, however, trail Tesla CEO Elon Musk, who is the wealthiest person ($442 billion).<h2 class="st-heading-2">Google’s Storied History</h2>Alphabet, which was then known as Google, was founded in 1998 by Stanford graduates Brin and Page, with seed funding from Sun Microsystems cofounder Andy Bechtolsheim. Brin and Page initially built a search engine while working in their dorm rooms, and it used links to determine the importance of individual pages on the World Wide Web (WWW). They named it BackRub before renaming it to Google.Since then, Google, rechristened Alphabet in 2015, has added several sum-of-the-parts, including the YouTube video streaming business, the thriving cloud computing business, the Waymo self-driving subsidiary, and other services such as Android OS and Google Maps.<h2 class="st-heading-2">Google Sits In AI’s Sweetspot</h2>The company has been rapid with innovation, and the latest iteration of its Gemini large language model (LLM), Gemini 3, is seen as a potential threat to market leader ChatGPT.&nbsp;Alphabet is reportedly now considering selling its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-closes-in-on-4-trillion-market-cap-on-rumors-meta-turning-to-google-tp-us/cL52Rp0REXb">in-house AI chips,&nbsp;</a>the TPUs, for deployment in clients' data centers. Meta is reportedly in discussions with the search giant to integrate TPUs into its data centers beginning in 2027 and to rent the chips as early as next year.It has also benefited from a slew of positive headlines, including a less-than-severe antitrust ruling in September, the unveiling of a new quantum algorithm, and Warren Buffett's Berkshire Hathaway initiating a position in the company.The stock is on the cusp of hitting $4 trillion valuation, and to reach there, its Class A stock has to hit $330.31. In premarket trading, the stock is trading up 1.81% at $329.30.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-stock-breaches-fresh-peaks-retail-confidence-stays-low/cL53jmCREgU">Apple Stock Breaches Fresh Peaks: Retail Confidence Stays Low Amid News Of Rare Layoffs</a>

Larry Page (L) and Sergey Brin (R), the co-founders of Google, at a press event where Google and T-Mobile announced the first Android powered cellphone, the T-Mobile G1. 

Google Founders Larry Page, Sergey Brin Break Into Top 5 Richest List As Alphabet Stock Basks In AI Glory

A 71% year-to-date surge has pushed Google’s founders into the global wealth elite and put Alphabet within striking distance of a historic market cap milestone.

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