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SPY is trending as market participants keenly react to Trump's State of the Union address, with community discussion intensely focused on how the speech's rhetoric, covering economic policy, tariffs, and national sentiment, will impact overall market direction and futures activity.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending due to widespread anticipation and highly polarized reactions to Donald Trump's State of the Union address, with community discussions fiercely debating his economic claims, controversial allegations, and potential market impact.

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 actively trending following a compelling presentation by Dr. Patrick Soon-Shiong on its 'chemo-free' cancer treatment, Anktiva, fueling community optimism and strong short squeeze speculation. Investors are also closely watching for any potential mention of cancer breakthroughs during the State of the Union address, amplifying conversation around the stock's significant upward momentum.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is intensely discussed, primarily driven by heightened anticipation for pivotal Nvidia earnings, which is fueling broad tech sentiment, while also reacting to political discourse, including tariff discussions from the State of the Union address, leading to mixed community views on its immediate trajectory.

SSgA Active Trust - State Street SPDR Dow Jones Industrial Average ETF Trust

The SPDR Dow Jones Industrial Average ETF (DIA) is highly active as investors navigate immediate market volatility stemming from President Trump's plans for new global tariffs following a Supreme Court ruling, alongside growing geopolitical concerns over escalating US-Iran tensions, all while the community closely watches for shifts in Fed policy and inflation data.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending due to its recent Q4 earnings beat and a rally in shares, driven by increased trading volume, with the community actively debating its high valuation multiples compared to Chipotle against its strong revenue growth, expansion plans, and perceived superior menu offerings.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending following its 18th consecutive earnings beat and raise, reporting strong revenue growth and guiding towards positive GAAP net income for the full year. Despite mixed sentiment on post-earnings price action, the community is debating its deeply undervalued status and market share gains within the AI-powered marketing cloud sector.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

Federal National Mortgage Association (FNMA) is generating significant discussion as investors intensely speculate on a potential announcement regarding its release from conservatorship and uplisting to the NYSE, possibly linked to upcoming political events. The community remains deeply polarized, with long-term holders highlighting recent strong earnings and expert commentary, while skeptics point to a history of delays and warn against "hopium."

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is actively discussed amid recent political rhetoric around healthcare costs and potential legislative action targeting large insurers, creating highly polarized community sentiment between those forecasting significant downside and long-term investors viewing current levels as a strategic buying opportunity.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery is trending as its board considers Paramount Skydance's revised all-cash offer, which many shareholders view as superior to Netflix's existing proposal, sparking intense debate over potential debt implications and regulatory approval paths as Netflix's response window opens.

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<ul class="summary-bullets"><li>Apple will also scale up AI server production at the site and open a dedicated training hub focused.</li><li>The company began building advanced AI servers at Houston in 2025.</li><li>The Houston expansion builds on Apple’s previously announced $600 billion U.S. investment plan.</li></ul>Apple Inc. (AAPL) said on Tuesday that it will considerably expand its manufacturing footprint in Houston, shifting production of its Mac Mini to the United States for the first time and increasing output of advanced artificial intelligence servers.&nbsp;The move marks a major step in the tech giant’s broader push to deepen domestic manufacturing and invest in U.S. workers.<h2 class="st-heading-2">Mac Mini Production Heads To Texas</h2>The company confirmed that Mac Mini assembly will begin later this year at a new facility on its Houston campus, which will double in size as part of the expansion.&nbsp;Apple will also scale up AI server production at the site and open a dedicated training hub focused on advanced manufacturing skills. <a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> inched 0.3% higher in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;The company began building advanced AI servers at Houston in 2025, and production has progressed faster than initially projected. Servers assembled in Texas, including locally produced logic boards, power Apple data centers nationwide.<h2 class="st-heading-2">Part Of A Broader U.S. Investment</h2>The Houston expansion builds on Apple’s previously announced $600 billion U.S. investment plan. The company said it has already sourced more than 20 billion chips from 24 domestic factories across 12 states, working with partners such as Taiwan Semiconductor Manufacturing Co. (TSM) and Texas Instruments Inc. (TXN). Additional projects include semiconductor and materials investments in Texas, Arizona and Kentucky.Apple has been facing heat after&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-11/apple-s-ios-26-4-siri-update-runs-into-snags-in-internal-testing-ios-26-5-27">reports</a> said the company had postponed its highly anticipated AI improvements to Siri again after the latest testing uncovered problems with the upgrade. The company had aimed to introduce the new AI features with iOS 26.4 in March.&nbsp;AAPL stock has gained over 7% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crowd-strike-warns-ai-fueling-faster-cyberattacks-can-spread-in-under-30-minutes/cZRvHsdR4zw">CrowdStrike Warns AI Is Fueling Faster Cyberattacks – They Can Now Spread In Under 30 Minutes</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Detail of an Apple Mac mini M4 compact desktop computer. 

Apple Is Bringing Mac Mini Production To Texas Now 

The tech giant confirmed that Mac Mini assembly will begin later this year at a new facility on its Houston campus, which will double in size as part of the expansion. 

Equity

The tech giant confirmed that Mac Mini assembly will begin later this year at a new facility on its Houston campus, which will double in size as part of the expansion. 


 What Lies Ahead of Mag-7 Earnings? ETFs in Focus 

Magnificent 7 earnings are heating up as Apple, Microsoft, Meta and Tesla report, putting AI strategy, valuations and Mag-7 ETFs in the spotlight.

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

ETFs like XLG provide a diversified way to benefit from the Mag 7's Q3 earnings surge and the positive momentum expected going forward.

<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.

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.


Invesco Capital Management LLC - Invesco S&P 500 Top 50 ETF

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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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