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IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IONQ is trending as the Trump administration is reportedly in talks to take equity stakes in quantum computing firms, potentially providing a boost to the sector. The community is actively discussing the implications of this government involvement and whether it will trigger a short squeeze. Amidst this news, there are debates regarding the company's valuation and future prospects within the quantum computing landscape.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending amid discussions of potential government investment in quantum computing firms, sparking debates about the sector's speculative nature and long-term potential.  Community members are weighing the significance of this backing, while some express skepticism about the technology's current valuation and practical applications. The news is driving volatility, with both bulls and bears actively strategizing around potential price movements.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum (QBTS) is trending amid discussions about a potential equity stake from the Trump administration in exchange for federal funding, as reported by the WSJ. Community chatter revolves around the potential impact of this news, with some anticipating a short squeeze while others express skepticism about the amount of funding. There is debate about how this government involvement will impact the quantum computing sector, which also includes names such as IONQ and RGTI.

SEALSQ Corp. is a holding company, which engages in the security of microcontrollers. It operates through the following geographical segments: North America, Europe, Middle East, Africa, Asia Pacific, and Latin America. It focuses on authentication process, digital certification, and covering individual patents of semiconductors. The company was founded on April 1, 2022 and is headquartered in Cointrin, Switzerland.

SEALSQ Corp

SEALSQ Corp is trending as discussion centers around the potential impact of government investment in quantum computing firms and the company's positioning with its 'Made in USA' post-quantum chips. Community members are actively debating the possibility of a short squeeze, comparing it to past events with other quantum stocks, while also pointing to potential government contracts on the horizon. Talk also focuses on the impact of the latest stock offering on price action.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla ($TSLA) is trending as investors digest its latest earnings report, with key talking points revolving around AI advancements and the future of robotaxis. The community is actively debating the company's profitability, growth prospects, and Elon Musk's vision amid discussions of potential market overvaluation. Sentiment appears mixed, with some expressing concerns about margins and future performance, while others remain optimistic about Tesla's long-term potential in AI and robotics.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X ($CCCX) is trending as the community discusses its potential in the quantum computing space, particularly its ties to Infleqtion and government backing. Recent news about Infleqtion's involvement in upcoming AI and quantum conferences, as well as potential partnerships, are fueling interest. Some investors believe $CCCX is undervalued compared to its peers in the sector, while others are wary of market volatility and potential risks associated with SPAC mergers.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle ($CRCL) is trending amid community discussion around large, out-of-the-money call option buying, specifically the Nov 21 $385 strike, which some speculate could be tied to potential acquisition news or regulatory changes. Some traders are pointing to the upcoming lockup period expiration and earnings as potential catalysts, while others highlight Wells Fargo's updated overweight rating with a $160 price target as a positive signal.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending due to positive reactions to the company's quantum computing advancements, specifically its partnership with HSBC to improve bond-trading predictions, causing a significant market cap increase. Community discussions highlight IBM's potential in AI and quantum computing, with some seeing it as undervalued compared to other quantum stocks. However, the stock experienced after-hours volatility despite a Q3 revenue beat and raised guidance, leading to mixed sentiments about short-term performance.

Armata Pharmaceuticals, Inc. operates as a clinical-stage biotechnology company, which focuses on the development of bacteriophage therapeutics for the treatment of drug-resistant bacterial infections. The company was founded in 1989 and is headquartered in Los Angeles, CA.

Armata Pharmaceuticals Inc

Armata Pharmaceuticals ($ARMP) is trending after promising Phase 2a trial results for its phage therapy targeting Staph aureus bacteremia, with community members highlighting the potential for a new standard of care and the stock's volatile price action. Bullish sentiment focuses on the news catalyst, small float, and backing from Innoviva and the U.S. government, while bears cite potential dilution and historical volatility.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin is trending, with community members actively promoting its Telegram and X communities. The coin is being touted as an alternative to Bitcoin, but "way higher", with focus on community, culture, and steady growth.

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&nbsp;<ul class="summary-bullets"><li>The company’s GenAI book of business stood at more than $9.5 billion, accelerating from the $7.5 billion in the previous quarter.</li><li>The board approved a regular quarterly cash dividend of $1.68, payable on Dec. 10.</li><li>Commenting on the results, Wedbush’s Daniel Ives said IBM delivered “solid metrics with AI path front and center into the fiscal year 2026.”</li></ul>International Business Machines Corp. (IBM) stock slumped 6.52% in extended trading despite the business services giant’s fairly positive quarterly results and guidance raise but retail sentiment toward the stock improved notably to buoyant levels.<a href="https://stocktwits.com/symbol/IBM">IBM’s stock,</a> which has gained over 33% year-to-date, ended Wednesday’s session up nearly 2% at $287.51.&nbsp;<h2 class="st-heading-2">IBM’s Q3 Earnings Snapshot</h2>Armonk, New York-based IBM’s CEO, Arvind Krishna, said key quarterly metrics such as revenue, profit, and free cash flow all exceeded the company’s expectations as clients across the globe leveraged the company’s technology and domain expertise to drive productivity and deliver real business value with artificial intelligence (AI). He noted that the company’s generative AI (GenAI) book of business stood at more than $9.5 billion, accelerating from the $7.5 billion in the previous quarter.Here’s how the third-quarter headline metrics panned out:-Revenue: $16.3 billion, up 9% year-over-year (YoY), Vs. Fiscal.ai-compiled $16.10 billion consensus-Adjusted earnings per share (EPS): $2.65, aligning with the consensus-Adjusted gross margin: 58.7%, up&nbsp; 1.2 pointsIBM CFO James&nbsp;Kavanaugh attributed the accelerated revenue and profit growth to “new innovation, the strength and diversity of our portfolio, and our disciplined execution.” “Consistent focus on the fundamentals of our business delivered double-digit growth in adjusted EBITDA, and drove another quarter of strong free cash flow, the fuel for our investments and ability to return value to shareholders.”Among business segments, infrastructure revenue ($3.6 billion) climbed 17% YoY, while software ($7.2 billion) and consulting revenue ($5.3 billion) rose 10% and 3%, respectively. In the infrastructure business, IBM z17, which integrates advanced AI into hybrid cloud, saw 61% growth. The consulting business showed strong GenAI demand with over $1.5 billion in bookings in the quarter. IBM attributed the strong software revenue growth to automation, which was up 22%.Commenting on the results, Wedbush’s Daniel Ives said IBM delivered “solid metrics with AI path front and center into the fiscal year 2026,” adding that AI projects were ramping big. The analyst attributed the strong AI book of business to increasing demand for the company’s AI agents and assistants, as well as the widening of its reach across verticals.&nbsp;<h2 class="st-heading-2">IBM Shareholder Return</h2>The board approved a regular quarterly cash dividend of $1.68, payable on Dec. 10, to shareholders of record on Nov. 10.&nbsp;<h2 class="st-heading-2">What Retail Is Saying About IBM’s Q3 Print</h2>On Stocktwits, retail sentiment toward the stock soared to an ‘extremely bullish’ level by late Wednesday, from ‘bearish’ a day ago. The message volume also perked up to ‘extremely high’ levels, with the 24-hour change in the retail chatter leading up to late Wednesday at about 800%. The stock was among the top 15 trending equity tickers on the platform.&nbsp;<stembedurl>https://stocktwits.com/skcour/message/633357476</stembedurl>Another user smelt a dip-buying opportunity. “Good time to start buying in?" they asked.<stembedurl>https://stocktwits.com/WorkHard7/message/633352511</stembedurl><h2 class="st-heading-2">What Is IBM’s Outlook?</h2>Krishna said, “Given the strength of our business, we are raising our full-year outlook for revenue growth and free cash flow.” The company guided constant currency revenue growth of more than 5% and free cash flow of $14 billion for the year, versus its previous outlook of at least 5% revenue growth and $13.5 billion in free cash flow.In a prepared speech delivered on the earnings call, Krishna made note of macro uncertainties but stated that overall, the company continued to see broad-based demand from clients.Analyst Ives said, “We would be buyers of any modest knee-jerk weakness in the stock,” as he sees IBM well-positioned to capitalize on the “current demand wave for hybrid cloud and AI Applications.”IBM is part of Wedbush’s Best Ideas and “Ives AI 30”&nbsp;lists. The&nbsp;research firm maintained an ‘Outperform’ rating and $325 price target for the stock.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-slides-4-after-hours-on-q3-miss-rising-costs-tariffs-and-musk-s-1-trillion-pay-plea-rattle-investors/cLGE6chR3qs">Tesla Stock Slides 4% After-Hours On Q3 Miss: Rising Costs, Tariffs And Musk’s $1 Trillion Pay Plea Rattle Investors</a>

A group of people attend the inauguration of IBM's new European Digital Sales center in La Marina, June 3, 2025, in Valencia, Valencia, Spain. 

IBM Stock Plunges After-Hours Despite Q3 Revenue Beat, Guidance Hike: Analyst Says Buy Any ‘Knee-Jerk’ Weakness

The company’s GenAI book of business stood at more than $9.5 billion, accelerating from the $7.5 billion in the previous quarter.

Equity

&nbsp;<ul class="summary-bullets"><li>Sales of the standard iPhone 17, the base model variant, significantly exceeded those of its corresponding iPhone 16 during the first ten days following their respective launch periods.</li><li>Apple typically generates a majority of its total hardware sales during the December quarter.&nbsp;</li><li>Apple’s stock has gained 1% this year, dragged by anemic iPhone sales over the past year.</li></ul>Apple, Inc. (AAPL) stock could extend its gain on Monday after a market research firm flagged strong iPhone 17 shipments in two of Cupertino’s key markets, namely the U.S. and China, heading into the key holiday selling season.&nbsp;After rebounding by about 2% to $252.29 on Friday,&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> edged up 0.28% in overnight trading, according to Yahoo Finance.<h2 class="st-heading-2">Robust iPhone 17 Demand</h2>Apple’s iPhone 17 series sales were 14% higher than the previous iterations’ shipments, over the first 10 days of sales, both in the U.S. and China, Bloomberg reported, citing data from Counterpoint Research. Sales of the standard iPhone 17, the base model variant, were much higher than the sales of its corresponding iPhone 16, it said, adding that China sales of the model nearly doubled.The research firm attributed the better performance to an improved display, more storage and an upgraded A19 chip. Senior analyst Ivan Lam reportedly said, “Consumers are resonating with the base model iPhone 17 on improved specs and upgrades.” He also noted that momentum continued to be good in October.&nbsp;The high-end iPhone 17 Pro Max model experienced significant strength, primarily in the U.S., driven by long-pending upgrades.&nbsp;<h2 class="st-heading-2">Why It’s Important For Apple</h2>Strong iPhone sales data is vital for Apple to outperform relative to expectations. In the third quarter that ended in June 2025, Apple generated 47% of its total revenue from iPhone. The Americas region accounted for 44% of the total sales and the Greater China region contributed 16%.If the early iPhone strength carries over into the December quarter, it bodes well for Apple. The company typically generates a majority of its total revenue during the quarter.&nbsp;<h2 class="st-heading-2">What Retail Feels About Apple Stock</h2>On Stocktwits, retail sentiment toward the stock has remained mostly ‘bearish’ for about a month. The message volume on the stream also remained ‘low.’A bullish watcher said they see a significant upside potential, with $255 getting plowed through and $265+ on the table.<stembedurl>https://stocktwits.com/Caritas/message/632909561</stembedurl>Another user stated that the China trade negotiations will include discussions about AI integration with Alibaba in China.<stembedurl>https://stocktwits.com/MomentumWins/message/632909664</stembedurl>Apple’s stock has gained 1% this year, dragged by anemic iPhone sales over the past year due to the delay in artificial intelligence integration into its hardware products and the macro and geopolitical headwinds.Cupertino is scheduled to report its fourth-quarter results for the fiscal year 2025 after the market closes on Thursday.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-s-next-5-year-plan-to-prioritize-ai-and-cutting-edge-tech-report/ch6CKHFR3on">&nbsp;China’s Next 5-Year Plan to Prioritize AI And Other Cutting-Edge Tech, Innovation Amid US Trade Tensions: Report</a>

New Apple iPhone 17 Pros are displayed during an Apple special event at Apple headquarters.

Apple’s iPhone 17 Sales Off To Robust Start In Key Markets With Momentum Continuing Into October: Report

Sales of the standard iPhone 17, the base model variant, significantly exceeded those of its corresponding iPhone 16 during the first ten days following their respective launch periods.

China’s top political leadership will reportedly draw up a five-year plan to buoy domestic manufacturing when it meets this week, even as the U.S.-Chinese trade standoff continues to be a significant headwind.&nbsp;Goldman Sachs’ Chief China Economist Hui Shan said, “The meat of the 15th five-year plan probably will be to show determined support for technology, innovation and security,” according to a Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/ba6a1a51-70a0-4a24-a97e-dcf123467c53">report</a>.&nbsp;The report stated that at the four-day “fourth-plenum” meeting that kicks off on Monday, the Central Committee of the Chinese Communist Party will discuss the details of the country’s 15th five-year plan, emphasizing the importance of consumption.Data released by the Chinese National Bureau of Statistics (NBS) showed that the <a href="https://stocktwits.com/news-articles/markets/equity/china-s-gdp-growth-slows-amid-renewed-trade-tensions-with-us/ch6CKO6R3oZ">country’s economy grew 4.8% year-over-year</a> (YoY) in the third quarter, the slowest in a year, but aligning with the consensus estimate, with fixed-asset investment serving as a drag,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/20/china-economic-growth-gdp-september-third-quarter-q3-retail-sales-industrial-output-urban-investment-fixed-income.html">according</a> to CNBC.The&nbsp;<a href="https://stocktwits.com/symbol/MCHI">iShares MSCI China ETF (MCHI)</a> has soared over 36% this year, outperforming the U.S. tech-focused index, the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> (+18.6%), and the broader&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> (+14.4%).China To Double Down On Tech ThrustThe FT report said the next five-year plan will be formally released in March, although the blueprint will be laid out during the week’s meeting. Aligning with President Xi Jinping’s thrust on technological and industrial self-reliance to break free of the dependence on Western economies, led by the U.S., Beijing will likely signal heavy state-led investment in cutting-edge technologies.Conference Board’s Principal Economist of the China Center, Yuhan Zhang, reportedly said the next five-year plan will “continue channeling resources towards strategic emerging industries such as AI, new energy, new materials, advanced manufacturing, and ‘future industries’ like brain-computer interfaces.”“State-directed investments in new productive forces and infrastructure aim to expand ‘the means of production’, create jobs, attract private capital, and strengthen economic and technological autonomy while asserting China’s global influence.”According to FT, domestic demand wouldn’t be the thrust for the next five-year plan, and the government will likely announce more efforts to boost consumption. Economists expect the plan to incentivize government officials at all levels to increase household spending by setting numerical targets.Neil Thomas, fellow on Chinese Politics at the Center for China Analysis at the Asia Society, said, “Perceptions in Beijing of the external environment have darkened, with US politics intensifying global uncertainty and economic risk.”“Hence Xi’s emphasis on investment in new technologies, which not only gave China a technological edge but also aimed to lift productivity — the key to future economic growth.”Why China’s Chasing Tech EminenceThe ongoing tariff tussle between the U.S. and China threatens to widen the lag the latter has with the former in technology. Washington curbed exports of high-performance chips manufactured by U.S. tech companies such as Nvidia and AMD to China, applying brakes on the latter’s progress in artificial intelligence.&nbsp;With rare earths now taking the center stage in the latest escalation of the trade war between the two countries, U.S. President Donald Trump has warned of levying 100% tariffs on China. He, however, has softened his stance since then. In an interview with Fox News “Sunday Morning Futures,” Trump said, “I'm not looking to destroy China.”“China has built their military because of us. China has taken out trillions and trillions of dollars. Now they've forced me to charge them what is the equivalent of 155 to 157,"&nbsp;he added.&nbsp;Trump, however, expressed confidence in a resolution when he meets with his Chinese counterpart, likely in two weeks.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/skyworks-qorvo-downgraded-to-sell-on-macro-lackluster-i-phone-shipments/ch6CiGtR3oS">Apple Suppliers Skyworks, Qorvo Downgraded To Sell: Analyst Cites Tougher Macro Backdrop, Lackluster iPhone Shipments</a>

Abstract AI Symbol Hovering Above Chinese Flag – Representing AI Innovation and Technology in China - stock photo courtesy of J Studios via Getty Images

China’s Next 5-Year Plan to Prioritize AI And Other Cutting-Edge Tech, Innovation Amid US Trade Tensions: Report

Beijing will likely signal heavy state-led investment in cutting-edge technologies at a key meeting of the Chinese Communist Party’s Central Committee.

Apple (AAPL) and Formula 1 announced on Friday that they have signed a five-year partnership with Apple becoming the racing giant’s exclusive broadcast partner starting in 2026.&nbsp;In addition to having exclusive rights to broadcast F1 on Apple TV, the companies said the collaboration would also amplify the sport on other Apple platforms like Apple Music and Apple News. F1 TV Premium, F1’s own premier content offering, will continue to be available in the U.S. via an Apple TV subscription only and will be free for those who subscribe.<a href="http://stocktwits.com/symbol/AAPL">Apple’s stock</a> edged 0.14% higher in pre-market trade, with retail sentiment on Stocktwits trending in ‘bearish’ territory over the past day.The partnership follows Apple’s success with ‘F1 The Movie,’ which is the studio’s highest-grossing theatrical release to date and the top-earning original film of 2025. The movie has grossed approximately $629 million worldwide, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.boxofficemojo.com/release/rl2507374593/">figures</a> from Box Office Mojo. The domestic opening weekend brought in around $57 million, marking Brad Pitt’s best career debut as an actor.“We are no strangers to each other, having spent the past three years working together to create F1 The Movie, which has already proven to be a huge hit around the world,” said President and CEO of Formula 1, Stefano Domenicali. “We have a shared vision to bring this amazing sport to our fans in the U.S. and entice new fans through live broadcasts, engaging content, and a year-round approach to keep them hooked.”F1 cited Apple’s ability to reach a diverse range of consumers through its ecosystem as one of the reasons for the partnership. It also claimed that the partnership would help it reach younger audiences of the sport. The companies said additional information, including production and product details, will be announced in the coming months.The partnership represents a growing trend of streaming platforms looking to secure broadcast rights for top sports leagues and events. Netflix (NFLX), for instance, already has a partnership with the WWE and the National Football League (NFL). Amazon (AMZN) has a deal to stream five mid-season NASCAR Cup Series races as well as exclusive rights to stream Thursday Night Football.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-falls-below-105-000-pulling-mstr-stock-lower-xrp-and-solana-drop/ch6sexmR383">Bitcoin Falls Below $105,000, Pulling MSTR Lower – XRP And Solana Drop Amid Banking Jitters</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Apple logo, taken at the Apple Store on 5th Avenue in Manhattan. 

Apple, F1 Sign 5-Year Exclusive Deal For Broadcast Rights

F1 cited Apple’s ability to reach a diverse range of consumers through its ecosystem as one of the reasons for the partnership. 

Apple, Inc.'s (AAPL) efforts to narrow the artificial intelligence (AI) gap with its mega-cap peers faced a further setback as another key AI executive has reportedly left the company.Ke Yang, who was recently appointed as head of Apple's "Answers, Knowledge and Information (AKI) group, has quit and joined Mark Zuckerberg-led Meta Platforms, Inc. (META), Bloomberg's Mark Gurman<a href="https://stocktwits.com/news-articles/markets/equity/hpe-stocks-sinks-on-weak-outlook-with-eye-on-higher-growth-businesses/ch6YFy1R3V7">&nbsp;reported</a>, citing people with knowledge of the matter. Gurman first reported about the<a href="https://stocktwits.com/news-articles/markets/equity/apple-building-stripped-down-chatgpt-rival-led-by-ex-siri-chief/chrXeJDRdRl">&nbsp;AKI unit</a>&nbsp;in early August, adding that it would work on creating a new ChatGPT-like search experience.&nbsp;The report said Yang was appointed as head of the unit just weeks ago, reporting directly to SVP of AI and machine learning (ML) John Giannandrea. Robby Walker, who previously headed the AKI unit after its setup, quit, according to a separate Bloomberg report published in mid-August, although the executive's LinkedIn bio hasn't reflected the change.What Retail Traders Feel About AAPL StockApple stock is down marginally (-0.08%) so far this year amid worries concerning slow uptake of its flagship iPhone hardware product, stung by a lack of innovative value additions, and macro- and geopolitical challenges.On Stocktwits, retail sentiment toward Apple stock remained 'bearish' as of late Wednesday, and message volume on the stream dropped to 'extremely low' levels. Retail traders on the platform chatted about the company's new products unveiled on Wednesday, including the new MacBook Pro, iPad Pro, and Vision Pro, powered by M5 chips. They also took note of the CEO Tim Cook's visit to Beijing and his commitment to increase investment in the country.<figure class="image"><img style="aspect-ratio:622/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_16_at_12_27_48_AM_png_433a5d3628.webp" alt="Screenshot 2025-10-16 at 12.27.48 AM.png" width="622" height="53"><figcaption>AAPL sentiment and message volume as of 12:25 a.m. ET, Oct. 16 | source: Stockwits</figcaption></figure>Why Yang's Rumored Departure MattersThe AKI team is key to Apple's long-delayed revamped personal assistant, which the company plans to launch in March. The upgraded Siri is widely believed to reinvigorate Apple's artificial intelligence thrust, especially as it lags behind mega-cap rivals such as Meta, Microsoft, Alphabet's Google, and Nvidia.&nbsp;&nbsp;The improved Siri will likely function like a ChatGPT-like large-language model, by extracting information from the web and corporate features, such as the ability to use personal data to handle more complex queries.&nbsp;Apple has seen a steady exit of top AI researchers who were working on the company's foundational models, beginning with Apple Foundation Models head Ruoming Pang. Most of these AI researchers have been tapped by Meta for its Superintelligence lab group that was set up this year to expedite the move toward artificial general intelligence (AGI).What's Next With Apple's AI Initiatives?According to Bloomberg, the AKI team will now be placed under Giannandrea's deputy Benoit Dupin, who is currently overseeing ML-related cloud infrastructure. Wedbush tech analyst Daniel Ives believes the AI monetization piece could add $75 to $100 per share to the Apple story over the coming few years. "We believe no 'AI premium' is factored into Apple's stock at current prices, which makes this a compelling large-cap tech name to own into year-end and 2026," he added.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/hpe-stocks-sinks-on-weak-outlook-with-eye-on-higher-growth-businesses/ch6YFy1R3V7">&nbsp;HPE Stock Sinks After-Hours As Weak Near-Term Outlook Dents Sentiment</a>

The Apple and Apple Intelligence AI logo are seen in this illustration photo taken on 13 June, 2024 in Warsaw, Poland. 

Apple AI Talent Exodus Continues As Exec Overseeing ChatGPT-Like Search Feature Jumps Ship To Meta: Report

Ke Yang was appointed as head of the unit just weeks ago, reporting directly to SVP of AI and machine learning (ML) John Giannandrea.

Apple, Inc. (AAPL) stock rose moderately in Wednesday’s early premarket session as traders digested a few headlines, including CEO Tim Cook’s visit to China.Weighed down by geopolitical and macro concerns,&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> has lost about 0.71% this year. Offsetting some of the investor worries, Apple CEO Tim Cook on Wednesday pledged to boost the company’s investment in China, which continues to remain one of its primary supply bases and end markets despite the U.S.-China standoff.&nbsp;Citing a Weibo post by the Chinese Ministry of Industry and Information Technology, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-15/apple-s-cook-vows-to-boost-chinese-investment-during-visit?srnd=phx-technology">reported</a> that Cook met with Li Lecheng, the country’s IT minister, on Wednesday. While Li reportedly called on Apple to work closely with local suppliers, the Apple chief thanked China for its support and committed to boosting cooperation with the&nbsp;country.&nbsp;“The two sides discussed Apple's business development in China and strengthening cooperation in the electronic information sector. Zhong Zhihong, Chief Engineer of the Ministry of Industry and Information Technology, also attended the meeting,” the social media post by the ministry read.Cook reportedly posted on Weibo that he met Labubu-creator Kasing Lung and visited an Apple store in Shanghai. He also announced a donation to Tsinghua University, the country’s most prestigious college.The development assumes importance as President Donald Trump has been pressuring companies to shift manufacturing back to the U.S. Apple has responded to his call by announcing up to $600 billion in domestic investments, with the bulk of the outlays going into its supply chain partners.On Stocktwits, retail sentiment toward Apple stock remained ‘bearish’ as of early Wednesday, and the message volume was at ‘low’ levels.<figure class="image"><img style="aspect-ratio:618/55;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_15_at_5_16_51_AM_png_8d6851b69f.webp" alt="Screenshot 2025-10-15 at 5.16.51 AM.png" width="618" height="55"><figcaption>AAPL sentiment and message volume as of 5:15 a.m. ET, Oct. 15 | source: Stocktwits</figcaption></figure>Separately, a Bloomberg report, citing people familiar with the matter, stated that for the first time, the company was planning initial manufacturing of new hardware products outside of China. The company is considering manufacturing its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-plans-to-make-smart-home-devices-in-vietnam-report/ch6niNER3Z9">upcoming smart home products</a> in Vietnam, a Southeast Asian nation.&nbsp;&nbsp;In another development, Apple SVP Marketing Greg Joswiak teased the imminent launch of a new MacBook model in a post on the X platform. He shared an image of a laptop opening partly with the text “Coming Soon”, captioning the post as “something powerful is coming.”For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/reddit-stock-rises-premarket-goldman-sachs-sees-ads-data-licensing-boost/ch6nYAxR3Nb">Reddit Stock Rises Premarket: Goldman Sachs Sees Boost From Digital Ads, Data Licensing</a>

 Tim Cook greets customer at the Fifth Avenue Apple Store on new product launch day on September 19, 2025 in New York City. 

Apple Stock Edges Up Premarket: CEO Tim Cook Pledges Investment In China During Beijing Visit

 China’s Industry and IT Minister Li Lecheng reportedly called on Apple to work closely with local suppliers.

Apple, Inc. (AAPL) is reportedly eyeing expansion of manufacturing operations in the Southeast Asian nation of Vietnam amid the geopolitical tensions that have strained its supply chain.&nbsp;The tech giant’s expansion plan is part of its smart home market foray and efforts to reduce its reliance on China, according to a Bloomberg report, citing people familiar with the matter. The company plans to manufacture three smart home devices in Vietnam over the next couple of years, including indoor security cameras, a display for controlling appliances and acting as a house command hub, and an advanced tabletop robot. The indoor security cameras and the display are scheduled for launch in 2026, and the robot is expected to be unveiled in 2027.&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> has been an underperformer among its megacap tech peers amid geopolitical and macroeconomic uncertainties, as well as its own lag in introducing artificial intelligence (AI) technology. The stock has lost nearly a percent year-to-date. On Stocktwits, retail sentiment toward the stock remained ‘bearish’ as of late Tuesday, and the message volume stayed ‘low.’<figure class="image"><img style="aspect-ratio:617/59;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_14_at_9_59_39_PM_png_0b273d2867.webp" alt="Screenshot 2025-10-14 at 9.59.39 PM.png" width="617" height="59"><figcaption>AAPL sentiment and message volume as of 10 p.m. ET, Oct. 14 | source: Stocktwits</figcaption></figure>The Vietnam plans mark a change in Apple’s manufacturing strategy, as historically, it has made all its new devices initially in China before adding manufacturing elsewhere or shifting it altogether to a new geographic area.Apple is reportedly teaming up with Chinese electric vehicle (EV) and battery maker BYD (BYDDF) for assembling, testing, and packaging of the home hub and robot. Cupertino is also considering using BYD for manufacturing iPads in Vietnam, the report added.&nbsp; The Tom Cook-led company currently uses Vietnam as a manufacturing base for iPads, AirPods, Apple Watches, Macs and older HomePods.&nbsp;Moving manufacturing to Vietnam, however, will not help Apple skirt Trump tariffs, as exports from the country to the U.S. invite a 20% levy based on the agreement clinched in late July. That said, the U.S. trade standoff with China continues to worsen, with President Donald Trump threatening a 100% rate last week after the Asian nation broadened the purview of its rare earth controls. Apple has also moved manufacturing of most of its U.S.-bound iPhone assembly to India, while it also manufactures some products in Malaysia and Thailand.Delving into the specs of the new home hub, Bloomberg’s Mark Gurman said it is a 7-inch square display and will come integrated with upgraded Siri, which the company plans to launch in March. The company is reportedly planning two versions of the home hub, one designed as a display mounted on a speaker base and another intended to be hung on a wall. It will be priced at roughly $350.&nbsp;Separately, Apple SVP Marketing Greg Joswiak teased the imminent launch of a new MacBook model in a post on the X platform. He shared an image of a laptop opening partly with the text “Coming Soon”, captioning the post as “something powerful is coming.”For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stellantis-stock-gains-5-after-hours-on-record-13-b-investment-in-america/ch6nh8MR3ZB">Stellantis Stock Gains 5% After-Hours On Record $13B Investment in America: Retail Bulls See ‘Parabolic’ Momentum Building</a>

After the partial renovation and upgrade of the Apple Store, headphones, HomePod, phone cases, accessories, and other products are placed on the wall around the store, September 4, 2023, Shanghai, China.

Apple Plans To Make Smart Home Devices In Vietnam, Breaking Tradition Of China-First Manufacturing: Report

The tech giant is reportedly teaming up with Chinese electric vehicle and battery maker BYD for assembling, testing, and packaging of the home hub and robot.

OpenAI and Broadcom (AVGO) announced Monday a joint initiative to build and deploy 10 gigawatts of custom AI accelerators.<a href="http://stocktwits.com/symbol/AVGO">Broadcom's stock</a> soared more than 11% pre-market following news of the deal and was among the top trending tickers on Stocktwits. Retail sentiment around the company on the platform moved higher within ‘bullish’ territory. Meanwhile, retail sentiment around&nbsp;<a href="http://stocktwits.com/symbol/OPENAI">OpenAI</a>, which is not a publicly listed company, was also in the ‘bullish’ zone, accompanied by ‘high’ levels of chatter.The companies did not disclose the financial terms of the agreement. Analysts had assumed this was the same $10 billion customer partnership that Broadcom announced during its September earnings call. However, Broadcom’s chip president, Charlie Kawwas,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/13/broadcom-mystery-customer-openai.html">told</a> CNBC that is not the case.&nbsp;“I would love to take a $10 billion [purchase order] from my good friend Greg [Brockman],” he said. “He has not given me that PO yet.”Sam Altman, the co-founder and CEO of OpenAI, described the partnership as “critical” in building the infrastructure needed to unlock AI’s potential. “Developing our own accelerators adds to the broader ecosystem of partners all building the capacity required to push the frontier of AI to provide benefits to all humanity,” he said.Altman’s “broader ecosystem of partners” includes Nvidia (NVDA), Oracle (ORCL), and Advanced Micro Devices (AMD), with whom OpenAI has recently announced fresh partnerships. Altman and other management have not been shy in expressing that OpenAI needs more compute power to build out efficiently.&nbsp;“These things have gotten so complex you need the whole thing,” Altman said in a podcast with OpenAI and Broadcom executives that the companies released along with the news.The company said that by designing its own chips and systems, OpenAI can embed insights from frontier models directly into hardware, enhancing intelligence and performance. The AI racks, scaled with Ethernet and other Broadcom networking solutions, will be deployed across OpenAI facilities and partner data centers.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-saylor-strategy-resumes-btc-buying-spree-with-27-million-purchase/ch6SK8QR3kK">Michael Saylor-Backed Strategy Resumes Bitcoin Buying Spree With $27 Million Purchase</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Broadcom Reports Quarterly Earnings (Photo by Justin Sullivan/Getty Images)

Broadcom Stock Jumps After $10 Billion AI Infrastructure Deal With OpenAI 

Sam Altman, the co-founder and CEO of OpenAI, described the partnership as “critical” in building the infrastructure needed to unlock AI’s potential. 

U.S.-China Trade Tensions Stiffen: ETF Areas Likely to Lose the Most

As U.S.-China trade tensions intensify again, ETFs like SMH, XLK, TSLT, BJK, XRT, RTH, LGHT, and USO are likely to come under pressure.

Apple, Inc. (AAPL) is reportedly making organizational changes to adjust executive roles ahead of COO Jeff Williams' pending departure. The tech giant disclosed in early July that Williams, a longtime executive, would retire in late 2025.&nbsp;A Bloomberg report by Mark Gurman, citing people familiar with the matter,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-10/apple-to-move-health-fitness-divisions-to-services-in-reorganization">stated</a> that Apple Services head Eddy Cue will supervise the company’s health and fitness teams.&nbsp; Williams currently oversees the design team, while also leading Apple Watch and Health initiatives, although he has already ceded the COO role to Sabih Khan. He has also transferred the oversight of supply chain operations, AppleCare customer support, and China-related work to Khan.Craig Federighi, Head of Software Engineering, will now oversee the Apple Watch operating system. Both Cue and Federighi are veteran Apple executives, having decades of service at the company.&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> has lagged its mega-cap peers this year, up merely 2%, amid worries that demand for its flagship iPhone will continue to remain lackluster. On Stocktwits, retail sentiment toward the stock&nbsp;remained ‘bearish,’ with message volume being ‘low.’<figure class="image"><img style="aspect-ratio:619/57;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_09_at_11_19_57_PM_png_0f1d1104c4.webp" alt="Screenshot 2025-10-09 at 11.19.57 PM.png" width="619" height="57"><figcaption>AAPL sentiment and message volume as of 11:20 p.m. ET, Oct. 9 | source: Stocktwits</figcaption></figure>Cue is poised to take over the Health business as the company prepares to launch a new subscription service called “Health+.” The service is due for launch in 2026 and will provide users with an artificial intelligence (AI)-powered assistant to provide them with personalized recommendations on nutrition, exercise and sleep.The health group is headed by Sumbul Desai and the fitness group by Jay Blahnik, with both now reporting to Williams. Following the rumored reorganization, the two teams will be consolidated under Desai, who will then report to Cue.Federighi, who would assume the reins of Apple WatchOS, took over additional responsibility of overseeing the Siri voice assistant and VisionOS earlier this year. Apple’s Hardware Head John Ternus will reportedly be vested with the responsibility of taking care of the Apple Watch hardware engineering.&nbsp;More executive changes are likely at Apple. Bloomberg had reported earlier that the company is looking to hire a replacement for its former AI Head, John Giannandrea. Other executives considering an exit from the company included Lisa Jackson, head of environment and government affairs and Johny Srouji, who leads Apple’s chip division.Meanwhile, speculation is rife about Cook handing over the reins as he turns 65 next month, with Ternus, the youngest member of the company’s executive team, widely believed to be the frontrunning contender to replace the Apple CEO.&nbsp;&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-applied-digital-stock-ripped-17-higher-in-today-s-after-hours/ch6a0MlR319">Why Applied Digital Stock Ripped 17% Higher In Today’s After-Hours</a>

Apple Health icon is seen displayed on a phone screen in this illustration photo taken in Krakow, Poland on September 21, 2021. 

Apple Plans Exec Shake-Up Before COO Jeff Williams’ Exit, Health & Fitness To Be Folded Into Services Unit: Report

Following the rumored reorganization, the health and fitness teams will be consolidated under Sumbul Desai, who will then report to Services chief Eddie Cue.

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