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

Micron Technology Inc.

Micron Technology Inc

Micron is trending with significant bullish momentum following multiple analyst price target upgrades and a notable insider stock purchase, signaling strong confidence. Community discussions highlight an unprecedented and accelerating memory chip shortage, driven by explosive AI demand, which positions Micron as a critical, sold-out supplier of high-bandwidth memory. The company's strategic expansion in manufacturing, including new megafabs, further underpins the widespread belief in its sustained growth trajectory amidst the AI buildout.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending as reports surface that Chinese customs have blocked H200 chip shipments, causing suppliers to pause production and sparking immediate market uncertainty. While some investors are reacting to the dip, many in the community view this as a buying opportunity, citing NVIDIA's robust long-term demand for its advanced AI architectures like Blackwell and Rubin. This geopolitical tension underscores the complex landscape for AI chip sales, even as analysts largely maintain bullish outlooks on NVIDIA's foundational role in global AI infrastructure.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is trending amid heightened market volatility driven by recent tariff threats from the former President regarding Greenland, sparking a heated debate about potential global trade friction. While many anticipate a market downturn, a notable segment of the community views this as a "buy the dip" opportunity, citing past market resilience to similar geopolitical developments. Investors are actively discussing the broader implications for tech and the market's direction ahead of key economic events and earnings.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin (APP) is trending due to a sharp price decline, which the community is hotly debating as either market manipulation around options expiration and a circulating short report, or broader ad-tech concerns like OpenAI's entry into advertising. Amid this volatility, bullish investors highlight AppLovin's robust AI-powered Axon platform and strong profitability as a compelling dip-buying opportunity, contrasting with those fearing continued weakness despite recent analyst upgrades.

SSgA Active Trust - SPDR S&P 500 ETF Trust

The SPDR S&P 500 ETF Trust is actively discussed due to escalating geopolitical tensions, specifically new tariff threats against European economies related to Greenland, which has led to declines in overnight futures and global markets. The community is sharply divided, with many anticipating a significant market pullback, while others view it as a "buy the dip" opportunity, recalling historical recoveries from similar tariff-induced sell-offs. This divergence creates intense debate over whether current events will lead to a deeper correction or are merely temporary volatility before further upside.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending following significant international developments, notably Saudi FDA approval for its Anktiva treatment in both bladder and lung cancer, signaling a global shift in cancer care. This news, amplified by recent public discussions from Dr. Patrick Soon-Shiong, is fueling widespread community excitement about a potential paradigm shift in oncology and intense speculation regarding a short squeeze amidst high market interest.

ProShares Trust - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

Natural Gas prices are surging dramatically, driven by widespread forecasts for an intense Arctic blast across the US, with many in the community anticipating a significant short squeeze and a substantial gap-up for BOIL when markets open. Traders are actively debating whether these substantial gains will hold, given the highly volatile nature of leveraged natural gas ETFs like BOIL.

Venus Concept, Inc. is a global medical technology company, which engages in the business of developing, commercializing, and selling minimally invasive and non-invasive medical aesthetic and hair restoration technologies. It operates under the United States and International geographical segments. The company was founded on November 22, 2002 and is headquartered in Toronto, Canada.

Venus Concept Inc

Venus Concept (VERO) is trending due to Madryn Asset Management acquiring an unprecedented 91% stake, significantly restricting the public float. This has ignited fervent speculation among bulls, who anticipate a massive short squeeze similar to past events like HKD, projecting substantial price appreciation with many proclaiming "no top." However, there's also caution about potential delisting or restructuring by the majority owner to reduce costs, prompting debate about the stock's long-term trajectory and the risk for remaining shareholders.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending due to a recently executed term sheet for a joint venture with a Saudi industrial conglomerate to build a rare earth processing facility, which notably secures 100% offtake for its Tanbreez project. The community is highly engaged in discussions surrounding Greenland's strategic importance for critical minerals, anticipating further updates and potential significant catalysts from upcoming corporate communications. This reinforces CRML's position in global efforts to diversify strategic mineral supply chains.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is experiencing a notable surge, driven by robust industry reports, particularly from partners like TSMC, reinforcing strong demand for AI infrastructure. The community is actively dismissing a recent analyst downgrade, viewing it as a contrarian buy signal for a heavily undervalued stock poised for a significant rally ahead of its upcoming earnings report.

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Mag 7 Beats S&P 500 in Q3: Buy These 3 ETFs to Tap Their Strength

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<ul class="summary-bullets"><li>The expansion includes nearly 1.3 gigawatts of additional compute power across Amazon’s government clients.</li><li>The spending comes amid Amazon’s larger capex outlook of roughly $125 billion for 2025.</li><li>Amazon follows in the footsteps of Apple, Nvidia and others who have also rolled out large U.S.-based investments in AI amid the Trump administration’s push to reshore critical technology.</li></ul>Amazon (AMZN) announced on Monday that the company is investing up to $50 billion to expand AI and supercomputing capabilities for U.S. government customers through AWS.&nbsp;The tech giant said the investment will add nearly 1.3 gigawatts of compute power across AWS Top Secret, AWS Secret, and GovCloud regions by building new data centers starting in 2026.&nbsp;<a href="https://stocktwits.com/symbol/AMZN">AMZN’s stock</a> rose nearly 2% in midday trade. On Stocktwits, retail sentiment around the company continued to trend in ‘bearish’ territory over the past day.<h2 class="st-heading-2">What Does This Mean For U.S. Agencies?</h2>The move is aimed at giving the 11,0000 federal agencies it works with access to advanced AI tools, including Amazon SageMaker, Amazon Bedrock, Anthropic Claude, and AWS Trainium chips. They will also have access to Nvidia’s (NVDA) AI infrastructure and other foundation models.Amazon has projected full-year 2025 capital expenditures of around $125 billion. The $50 billion government-focused initiative follows last week’s separate announcement of a $3 billion investment in Warren County, Mississippi, to build a next-generation data center campus.<h2 class="st-heading-2">Tech Firms Step Up Domestic Investment</h2>Amazon is joining a growing list of large U.S. technology companies announcing major domestic buildouts under the Trump administration’s push to reshore critical technology and manufacturing capacity.Apple (AAPL) has announced plans to spend more than $500 billion over the next four years on initiatives such as U.S. manufacturing facilities, AI infrastructure, silicon engineering, and workforce development across multiple states.Nvidia (NVDA) said in April that it is working with manufacturing partners to design and build factories that will produce Nvidia AI supercomputers entirely in the U.S. More recently, the company also announced collaborations with the U.S. Department of Energy’s national labs and private-sector partners to develop AI infrastructure.Read also:&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cms.stocktwits.com/admin/content-manager/collection-types/api::article.article/16925">Bitcoin Holds $86,000 With Crypto Market Back Above $3 Trillion – XRP, Doge Gain Ahead Of Grayscale’s New ETF Launches</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of Amazon is seen on the facade of the company logistics center on April 21, 2020 in Bretigny-sur-Orge, France

Amazon To Invest $50 Billion To Expand AI, Supercomputing For US Government 

The company said the move would allow agencies to process massive datasets quickly and improve decision-making.

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Mag-7 Earnings: Trick or Treat for ETF Investors?

Mag 7 earnings came in at mixed but AI momentum strong, which could prove to be a bullish setup for ETFs like MAGS, FNGS, MGK & XLG.

What Lies Ahead for Mag-7 ETFs in Q3 Earnings Season?

Mag-7 earnings season heats up. Will AAPL, MSFT, NVDA, AMZN & META lift ETFs like MAGS, FNGS, MGK & XLG? Find out what's next for these market movers.

Are Big Tech ETFs Strong Enough to Weather AI Bubble Fears?

Tech stocks are pricey with strong fundamentals. Ride the AI euphoria with ETFs like MAGS, FNGS, MGK, XLG.



Microsoft’s (MSFT) layoffs aren’t just reducing manpower, but have reportedly also led to the cancellation of multiple long-running gaming projects, including ‘Everwild’ from Rare Studio and a new online RPG from ZeniMax Online Studios.<a href="http://stocktwits.com/symbol/MSFT">Microsoft’s stock</a> was trading flat during midday trade on Wednesday, while retail sentiment on Stocktwits was in ‘bearish’ territory amid ‘high’ levels of chatter.&nbsp;Staff at both Rare and ZeniMax were reportedly informed of the project terminations on Wednesday, according to a Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-02/microsoft-begins-deep-job-cuts-across-xbox-division">report</a>. Another report by Windows Central claims that Xbox has cancelled the long-troubled project Perfect Dark.The cancellations come amid Microsoft’s broader overhaul of its gaming division and coincide with the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-to-cut-9100-jobs-in-biggest-layoff-since-2023-amid-cost-pressures/chF0VbXRTuk">biggest round of layoffs</a> the company has announced in nearly two years. Microsoft is laying off around 9,000 employees, or roughly 4% of its global workforce, as it seeks to bring costs under control. This follows the 6,000 job cuts announced in May, primarily across engineering and product teams.Rare’s now-cancelled ‘Everwild’ game was first announced in 2019 and had been positioned as a major new intellectual property (IP) alongside ‘Sea of Thieves’. A&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.videogameschronicle.com/news/sources-everwild-has-been-cancelled-as-xbox-layoffs-hit-rare/">report</a> from VideoGamesChronicle said the project had been stuck in development limbo for years.&nbsp;Team members at Rare, known for making games like ‘Sea of Thieves’ and ‘Banjo-Kazooie,’ were among the employees notified that they would be getting laid off on Wednesday, according to Bloomberg’s report.The report added that the new massively multiplayer online RPG project from Microsoft's Zenimax Online Studios, which develops ‘The Elder Scrolls Online,’ codenamed ‘Blackbird,’ has also been cancelled.Sources told Bloomberg both cancellations are tied to a shift in Microsoft's Xbox strategy, which is now focusing on fewer, more commercially viable titles.Microsoft’s Stockholm-based King division, which makes ‘Candy Crush’ and operates within the Xbox segment, is cutting 10% of its staff, which accounts for around 200 jobs. Layoffs were also confirmed across additional units such as Raven Software, known for its work on ‘Call of Duty.’According to a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/microsoft-scales-back-ambitions-ai-chips-overcome-delays">report</a> by The Information, in addition to layoffs, Microsoft is also scaling back its ambitions for AI chips. The action is reportedly in response to overcoming delays despite the aim of reducing their reliance on Nvidia (NVDA) for AI computing.&nbsp;Microsoft has been aggressively investing in AI. The company committed $80 billion in AI-related spending for 2025, with a focus on expanding its Azure cloud infrastructure to support AI workloads.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-to-cut-9100-jobs-in-biggest-layoff-since-2023-amid-cost-pressures/chF0VbXRTuk">Microsoft To Cut 9,100 Jobs In Biggest Layoff Since 2023 Amid AI-Driven Cost Pressures: Report</a>

Microsoft logo in window of granite and glass office tower with reflections of surrounding buildings, San Francisco, California, May 13, 2025. (Photo by Smith Collection/Gado/Getty Images)

Microsoft Layoffs Reportedly Trigger Cancellation Of Long-Running Gaming Projects, Scaled-Back AI Chip Plans

Staff at both Rare and ZeniMax were reportedly informed of the project terminations on Wednesday, according to a Bloomberg report. 

Microsoft (MSFT) is reportedly preparing its biggest round of layoffs in nearly two years, cutting roughly 4% of its global workforce, or about 9,100 jobs, in a bid to control costs.<a href="https://stocktwits.com/symbol/MSFT">Microsoft’s stock</a> edged 0.14% lower after the opening bell on Wednesday following the news. On Stocktwits, retail sentiment around the company was in ‘bearish’ territory amid ‘high’ levels of chatter.According to a CNBC&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/07/02/microsoft-laying-off-about-9000-employees-in-latest-round-of-cuts.html">report</a>, the move will span across different teams, geographies, and levels of experience. These cuts mark the biggest staff reduction since 2023, when the tech giant fired over 10,000 people, and they follow a series of smaller layoffs earlier this year.&nbsp;In May, Microsoft announced layoffs affecting approximately 6,000 employees. While the latest round will target roles across multiple divisions, Bloomberg previously&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-06-18/microsoft-planning-thousands-more-job-cuts-aimed-at-salespeople">reported</a> that sales teams could be hit particularly hard. It added that the company has already outsourced some sales functions for small and mid-sized businesses to third-party firms.The company had 228,000 workers at the end of June 2024. Around 45,000 of them were employed in sales and marketing.Employees of Microsoft’s gaming division, Xbox, have already started getting their pink slips. According to a Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-02/microsoft-begins-deep-job-cuts-across-xbox-division">report</a>, Xbox is cutting down on around 10% of its staff, which accounts for around 200 jobs.&nbsp;“We continue to implement organizational changes necessary to best position the company and teams for success in a dynamic marketplace,” a Microsoft spokesperson told CNBC.Reports suggest that the layoffs at Microsoft are driven by the need to manage high costs associated with the company’s massive investments in AI-powered services and data centers. The company is looking to reduce operational costs in other areas to maintain margin stability to focus on growth in AI and cloud computing.&nbsp;Microsoft’s stock has gained more than 15% this year and around 8% over the past 12 months.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/default/5/shell-flags-ey-breach-says-it-will-amend-financial-filings-in-us-uk/chF0lSxRTpz">Shell Flags EY Breach, Says It Will Amend Financial Filings In US, UK</a>

A corporate logo for Microsoft hangs above the door to their office building on 8th Avenue on June 24, 2025, in New York City. 

Microsoft To Cut 9,100 Jobs In Biggest Layoff Since 2023 Amid AI-Driven Cost Pressures: Report

The most recent round of layoffs at Microsoft marks the biggest staff reduction since 2023, when the tech giant fired over 10,000 people, and follows a series of smaller layoffs earlier this year. 

Large-Cap ETF (XLG) Hits New 52-Week High

XLG surges to a new 52-week high, gaining more than 31% from its low as tech and AI-driven market momentum lifts large caps.


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