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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 Inc. (IBRX) is experiencing significant bullish momentum driven by its innovative cancer treatment, Anktiva, following recent global regulatory advancements and ongoing clinical discussions, with many investors anticipating a potential short squeeze fueled by considerable short interest.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical (DRTS) is surging following its Japan PMDA marketing approval for Alpha DaRT and encouraging clinical updates for a second Glioblastoma (GBM) patient. The community is highly bullish, anticipating a significant breakout as institutional interest grows and the company transitions to global commercialization of its physics-based 'universal killer' cancer treatment.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

Starknet is trending due to its relentless technical development, including new SDKs for Web2 integration, compliant institutional privacy solutions, and expanding BTCFi capabilities, alongside a surge in on-chain TradFi markets. The community points to its advanced ZK-STARKs, quantum-resistant design, and high developer activity as reasons why the network's long-term infrastructure value is currently being mispriced.

Sigma Lithium Corp. engages in the producing of a lithium property. It focuses its project in Minas Gerais. The firm also plans to build a world-class commercial-scale lithium concentration plant. The company was founded on June 8, 2011 and is headquartered in Sao Paulo, Brazil.

Sigma Lithium Corporation

Sigma Lithium is trending after UBS significantly increased its lithium price outlook by 74%, fueling community discussions about an impending lithium deficit and potential short squeeze. This bullish sentiment is further supported by the company's sale of high-purity lithium fines at premium prices, consistent insider buying, and active efforts to counter inaccurate media reports.

DHT Holdings, Inc. engages in the operation of a fleet of crude oil tankers. It operates through its integrated management companies in Monaco, Singapore, and Oslo, Norway. The company was founded in 2005 and is headquartered in Hamilton, Bermuda.

DHT Holdings Inc

Surging VLCC spot rates and advantageous long-term charter agreements are fueling community excitement around DHT Holdings, widely regarded as a "profit machine" due to its 100% net income payout policy and low operational breakeven. Discussion centers on how global tariffs are creating a "tonne-mile explosion" and an undersupplied tanker market as trade routes lengthen and the "shadow fleet" faces disruption, positioning DHT for substantial returns.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axon is experiencing significant upward momentum after its strong earnings report revealed robust revenue growth and an incredibly bullish outlook, fueling community discussions around its successful transition to SaaS and AI-driven solutions as major catalysts for future margins and its "Moonshot" vision.

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

WBD is trending as Paramount Skydance's significantly revised all-cash offer, now at $31 per share plus a ticking fee and commitment to cover Netflix's breakup cost, has prompted WBD's board to consider it a potentially superior proposal. The community is sharply divided on whether Netflix will increase its own complex bid or opt to accept the breakup fee amidst mounting regulatory concerns and debt implications.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is a focal point of intense debate, with some traders fearing significant drops amidst broader crypto market corrections and global uncertainties, while a strong contingent sees current levels as a prime "buy the dip" opportunity, highlighting its continued ecosystem growth and high transaction volume.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

Zcash is trending as its privacy features gain traction, highlighted by BitMEX co-founder Arthur Hayes including ZEC in his portfolio and the recent favorable conclusion of an SEC investigation. The community is actively discussing these catalysts alongside the launch of a new wallet by the original development team, fueling a renewed interest in privacy-focused cryptocurrencies.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as the bidding war for Warner Bros. Discovery intensifies with Paramount's revised offer, igniting strong community discussion on whether Netflix should raise its bid or walk away to collect a substantial breakup fee, all while facing heightened regulatory and political pressure.

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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.


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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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