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

Micron Technology Inc.

Micron Technology Inc

Micron Technology is surging to record highs as investors capitalize on the memory super-cycle, with heavy volume and bullish analyst sentiment driving momentum ahead of the earnings report. The community remains intensely focused on the company's HBM4 production for AI systems, with many debating whether the stock's parabolic run is a sustainable breakout or a classic 'sell the news' setup.

Swarmer, Inc. is an AI-driven software company, which develops software platforms and AI systems for autonomous swarm control of drones and unmanned vehicles. The firm offers STYX AI Command and Control System, MINAS Autonomy and Collaboration AI, and TRIDENT Embedded Drone Operating System. The company was founded by Alex Fink and Serhii Kuprienko in May 2023 and is headquartered in Austin, TX.

Swarmer Inc.

Swarmer Inc. (SWMR) is seeing intense volatility and community interest following its IPO as traders flock to the drone and autonomous defense software sector amid global geopolitical tensions. The stock is currently being driven by heavy speculative volume and debate over its battle-tested technology in Ukraine, with many participants actively discussing potential squeezes and comparing its market performance to other high-profile IPOs.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk Corp is seeing intense volatility as investors debate whether the recent surge is driven by a genuine structural shift in memory demand for AI or a speculative bubble. The community remains deeply divided, with bulls pointing to persistent supply constraints and upcoming earnings catalysts, while bears are aggressively betting on a sharp reversal due to the stock's parabolic climb.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is experiencing extreme volatility and heavy trading volume after a short-seller report from Muddy Waters alleged accounting irregularities and aggressive financial practices. While the company has officially dismissed the claims as factually inaccurate and is exploring legal action, the community is actively debating the report's credibility, with many investors pointing to CEO Anthony Noto's immediate share purchases and the firm's regulated status as evidence of a potential short-squeeze opportunity.

Tectonic is a decentralised non-custodial algorithmic-based money market protocol that allows users to participate as liquidity suppliers or borrowers. Suppliers provide liquidity to the market to earn a passive income, while borrowers are able to borrow liquidity in an over-collateralized fashion.

Tectonic

Tectonic is seeing a resurgence in community engagement as holders express excitement over recent price movement and renewed interest in the Cronos ecosystem. While some users are highlighting the potential for long-term gains through staking and future utility, others are debating the sustainability of the current rally and cautioning against potential volatility.

Tencent Music Entertainment Group engages in the business of operating online music entertainment platforms to provide music streaming, online karaoke, and live streaming services. Its product brands include QQ Music, Kugou Music, Kuwo Music, and WeSing. The company was founded on June 6, 2012 and is headquartered in Shenzhen, China.

Tencent Music Entertainment Group - ADR

Tencent Music Entertainment Group

Tencent Music Entertainment is seeing heightened activity as investors weigh its robust subscription growth and strong profitability against persistent macroeconomic concerns surrounding Chinese equities. The community remains deeply divided, with some traders anticipating a technical breakout fueled by share buybacks, while others express frustration over stagnant price action and the broader regulatory climate.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon shares are facing downward pressure as investors react to underwhelming fiscal outlooks and growing concerns over stiff competition in the athletic apparel space. While some in the community see the current valuation as a potential long-term entry point, others are actively debating whether the brands popularity is waning and if the current leadership can effectively navigate ongoing internal board disputes.

Ankr is a Web3 decentralized infrastructure provider that helps developers, dapps, and stakers easily interact with multiple blockchains. It allows you to create DApps using API and RPC, staking on Ankr Earn, and use customized blockchain solutions for businesses.

Ankr Network

Ankr is currently trending as investors debate its utility-focused infrastructure against stagnant price performance, with the community deeply divided between long-term believers in its potential and vocal critics labeling it a stagnant asset. While some point to upcoming development milestones and the Neura ecosystem as catalysts for future value, a significant portion of the community expresses frustration over perceived lack of communication and lackluster market recovery compared to other assets.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is seeing strong momentum driven by recent government contract wins and institutional accumulation, fueling community speculation about a potential breakout to higher price levels. Investors are actively discussing the company's shift toward high-margin AI and defense data infrastructure, with excitement building ahead of upcoming earnings and a broader sector rotation into space and satellite stocks.

NextNav, Inc. develops next-generation positioning, navigation, and timing solutions. Through its Pinnacle system, it provides floor-level altitude service to devices with a barometric pressure sensor. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNav is trending as investors closely track potential movement on its FCC petition for 5G-based 3D PNT technology, with the community actively analyzing FCC filings, ex parte meetings, and legislative support to gauge the timeline for a Notice of Proposed Rulemaking (NPRM). Despite recent stock volatility and broader market pressure, sentiment remains anchored in the belief that the company's spectrum assets and strategic role in national security infrastructure offer significant long-term upside.

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NU's Post-Earnings Dip Despite Strong Results: A Buying Opportunity?

NU stock slides 14% post-earnings despite 45% revenue growth and rising profits, as investors weigh near-term cost pressures against long-term expansion plans.

Militia Capital Partners LP Acquires Shares of 18,300 Block, Inc. $XYZ

Militia Capital Partners LP acquired a new stake in shares of Block, Inc. (NYSE:XYZ - Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and...

Chevy Chase Trust Holdings LLC Makes New $20.38 Million Investment in Block, Inc. $XYZ

Chevy Chase Trust Holdings LLC purchased a new position in Block, Inc. (NYSE:XYZ - Free Report) in the third quarter, according to its most recent disclosure with the SEC. The institutional investor...

California Public Employees Retirement System Increases Stock Position in Block, Inc. $XYZ

California Public Employees Retirement System grew its holdings in shares of Block, Inc. (NYSE:XYZ - Free Report) by 7.0% during the 3rd quarter, according to its most recent 13F filing with the...

<ul class="summary-bullets"><li>Media reports over the weekend suggested that Meta is considering a 20% workforce reduction to offset the costs of its AI bets and prepare for greater efficiency enabled by internal AI tools.</li><li>BofA projects up to $8 billion in annualized cost savings if the layoffs occur at the reported scale.</li><li>Stocktwits sentiment moved to 'bullish,' although some traders expressed skepticism that the potential layoffs also signal strain in the company's AI strategy.&nbsp;</li></ul>Meta Platforms, Inc. could see up to $8 billion in annualized cost savings from potential layoffs, analysts say, a buffer that would help protect margins even as the company pursues one of its most aggressive AI spending plans to date.Reuters reported last weekend that Meta is considering <a href="https://stocktwits.com/news-articles/markets/equity/metas-biggest-layoffs-since-year-of-efficiency-coming-retail-traders-bet-stock-wins-again/cZ32S3SRIfb">cutting</a> roughly 20% of its workforce to offset the cost of its AI infrastructure buildout and prepare for a leaner operating model as AI-assisted tools reduce the need for headcount. The cuts could affect around 16,000 employees, making it the company's most significant restructuring since its 2023 "year of efficiency." Meta has not confirmed the plan.JPMorgan estimates the reduction could save the company up to $6 billion annually. Bank of America projects an even higher figure, up to $8 billion under what it describes as "conservative" assumptions. BofA added that the cuts are necessary for Meta to hit its 2026 operating income targets, and reiterated its 'Buy' rating with an $885 price target, implying roughly 41% upside from the last close.The savings would not dramatically change Meta's overall cost picture, according to the analysts. JPMorgan noted they wouldn't make "as big of a dent" against the company's projected 2026 expenses of $162 billion to $169 billion. But on a per-share basis, the research firm estimates the cuts could add $2.00 in incremental GAAP earnings per share above its current fiscal 2027 projection of $31.50.JPMorgan retained its 'Overweight' rating and an $825 price target on Meta stock, implying a 32% gain from the last close.If Meta is willing to reduce headcount at this scale while ramping AI investment, Jefferies thinks it "signals a broader shift." Analysts at the brokerage maintained a 'Buy' rating and a $1,000 price target, a 60% upside from the last close.<h2 class="st-heading-2">AI Triggers Tech Layoffs</h2>Amazon, Atlassian, Block, Inc. and Salesforce are among the major tech companies to announce significant workforce cuts over the past two months, with many citing AI-driven efficiency gains as a key factor behind the reductions. Dell&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/world-at-work/dell-workforce-drops-10-fiscal-2026-filing-shows-2026-03-16/">reduced</a> its employee strength by 10%&nbsp;to&nbsp;97,000 in its last fiscal year, which ended in January 2026.About 38,645 tech workers have already been laid off by 60 tech companies in 2026, according to <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://layoffs.fyi/">data</a> from the corporate layoffs tracker Layoffs.fyi.<h2 class="st-heading-2">Retail's View On META</h2>Reacting to the layoffs report, Meta shares gained 2.3% on Monday, their best single-day performance since late January, following its quarterly <a href="https://stocktwits.com/news-articles/markets/equity/meta-q4-earnings-beat-expectations-announces-higher-infrastructure-spend-on-superintelligence-for-2026/cmyg0zvR40A">report</a>.On Stocktwits, retail sentiment for Meta was 'bullish,' unchanged over this week. However, some traders were skeptical of the layoffs news, saying it also signals missteps and overspending in the company's AI strategy.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_17_at_12_52_45_PM_png_db4742b3ac.webp" alt="Screenshot 2026-03-17 at 12.52.45 PM.png" width="691" height="83"><figcaption>META sentiment and message volume as of March 17 | Source: Stocktwits</figcaption></figure>"$META I've never been more bearish on meta. The AI failure and waste is astounding. The layoffs are a ploy to soften the blow on ER day when they miss their targets," <a href="https://stocktwits.com/MountCapital/message/647660424">speculated</a> a user.Last week, The New York Times reported that Meta has <a href="https://stocktwits.com/news-articles/markets/equity/meta-shares-slip-most-in-4-months-after-reported-ai-model-delay-so-why-is-retail-still-bullish/cZdDNRyRIOB/amp">delayed</a> the rollout of its forthcoming flagship AI model, codenamed Avocado, after it fared poorly in internal testing.Like other tech peers, Meta stock has struggled of late due to a dwindling view of tech stocks and market volatility stemming from the U.S.-Iran war. <a href="https://stocktwits.com/symbol/META">Meta shares</a> are down 5% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-gtc-2026-so-what-s-wall-street-s-verdict/cZ33vbxRIQl">&nbsp;Nvidia GTC 2026: So, What's Wall Street's Verdict?</a>&nbsp;

In this photo illustration, a person holds a smartphone displaying the logo of Meta Platforms Inc. 

Meta Layoffs Could Save Up To $8B: JPMorgan, BofA, Jefferies Are Bullish — What About Retail?

While the cuts would only make a small dent in its planned 2026 expenses, they are meant to protect margins, analysts say.

Equity

While the cuts would only make a small dent in its planned 2026 expenses, they are meant to protect margins, analysts say.


Ameriprise Financial Inc. Sells 2,691,502 Shares of Block, Inc. $XYZ

Ameriprise Financial Inc. reduced its stake in shares of Block, Inc. (NYSE:XYZ - Free Report) by 34.2% during the third quarter, according to the company in its most recent 13F filing with the...

Ion Asset Management Ltd. Lowers Holdings in Block, Inc. $XYZ

Ion Asset Management Ltd. lessened its stake in Block, Inc. (NYSE:XYZ - Free Report) by 27.8% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor...

Block, Inc. $XYZ Shares Sold by Junto Capital Management LP

Junto Capital Management LP decreased its stake in Block, Inc. (NYSE:XYZ - Free Report) by 67.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and...

2,159,765 Shares in Block, Inc. $XYZ Bought by Hyperion Asset Management Ltd

Hyperion Asset Management Ltd bought a new stake in Block, Inc. (NYSE:XYZ - Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities...

Banco Bilbao Vizcaya Argentaria S.A. Has $12.97 Million Stock Position in Block, Inc. $XYZ

Banco Bilbao Vizcaya Argentaria S.A. reduced its holdings in Block, Inc. (NYSE:XYZ - Free Report) by 9.9% in the third quarter, according to the company in its most recent Form 13F filing with the...

Block, Inc. engages in creating ecosystems for distinct customer audiences. It operates through the Square and Cash App segments. The Square segment provides payment services, software solutions, hardware, and financial services to sellers. The Cash App segment includes the financial tools available to individuals within the mobile Cash App, including peer-to-peer payments, bitcoin and stock investments. It also includes Cash App Card, which is linked to customer stored balances that customers can use to pay for purchases or withdraw funds from an ATM. The company was founded by Jack Patrick Dorsey and James Morgan McKelvey in February 2009 and is headquartered in Oakland, CA.

Current Price	$59.79
Prev Close	$59.85
Open	$60.37
Dividend Yield	0.00%
50-Day Moving Average	$61.19
Beta	1.87
Avg. Volume	11.58M
PE Ratio	28.43

52-Week High	$82.50
52-Week Low	$44.27
Market Capitalization	$35.86B
EPS (Annual)	$2.10
Price to Book	1.62
Revenue Per Employee	$2.37M

XYZ
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