SPDR Dow Jones Industrial Average ETF

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United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund (USO) is surging as geopolitical instability in the Middle East intensifies following reports of strikes on major energy infrastructure, fueling intense speculation over potential global supply disruptions. Investors are closely monitoring the security of the Strait of Hormuz, with widespread community debate centered on whether escalating military involvement will exacerbate price volatility or if diplomatic off-ramps can successfully stabilize energy flows.

The mission of the Worldcoin project is to build the world’s largest identity and financial network as a public utility, giving ownership to everyone. A key component of the Worldcoin project is the development of the foundational infrastructure that will be important for a world where AI plays an increasingly large role.  The Worldcoin system revolves around World ID, a privacy-preserving global identity network. World ID enables users to verify their humanness online while maintaining their privacy through zero-knowledge proofs.  Using World ID, individuals will be able to prove that they are a real, unique human to any platform that integrates with the protocol, including to web3 systems, social networking sites, and governmental programs. This will enable fair airdrops or token/NFT sales, provide protection against bots/sybil attacks on social media, and enable the fairer distribution of limited governmental resources. Furthermore, World ID can also enable global democratic processes and novel forms of governance (e.g., via quadratic voting), and it may eventually show a path to AI-funded UBI. The Worldcoin token (WLD), alongside World ID, will let users participate in governing the Worldcoin protocol.   To engage with the Worldcoin protocol, individuals must first download a first wallet app that supports the creation of a World ID. Users visit a physical imaging device called the Orb to get their World ID Orb-verified. Orbs are operated by a network of independent local businesses called Orb Operators. The Orb uses multispectral sensors to verify humanness and uniqueness to issue an Orb-verified World ID, with all images being promptly deleted on-device per default (absent explicit consent to Data Custody). All Orb-verified World IDs holders are entitled to claim recurring grants of free WLD tokens, subject to certain availability restrictions. The WLD token is designed as a utility token with governance properties.

Worldcoin

Worldcoin is experiencing intense community focus as traders debate its role in the "proof-of-personhood" narrative, further fueled by news of significant treasury initiatives and acquisitions by companies like Eightco Holdings and Maison Solutions. While some investors view the token as a long-term play backed by Sam Altman's AI ecosystem, others express caution regarding its high token supply and potential for volatility.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain as well as the Onyx Goliath Blockchain. XCN is also used as an ERC-20 token for Staking and Governance.

Onyxcoin

Onyxcoin is seeing increased community activity surrounding the upcoming Goliath mainnet launch and ongoing accumulation by large whale wallets. Investors are actively debating potential price movements, with many highlighting the project's infrastructure developments while some express frustration over persistent price volatility and skepticism regarding marketing transparency.

Dogelon Mars

Dogelon Mars is seeing renewed community buzz as investors debate the potential of this veteran meme coin to re-emerge during the current market cycle. While sentiment remains sharply divided between long-term holders hopeful for a resurgence and critics labeling it a stagnant asset, the community continues to fixate on the token's historical branding and the speculative possibility of a turnaround.

Korro Bio, Inc. operates as a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of a new class of genetic medicines based on editing RNA. The company was founded by Nessan Bermingham, Jean-Francois B. Formela, Joshua Rosenthal, and Andrew Fraley in 2018 and is headquartered in Cambridge, MA.

Korro Bio Inc.

Korro Bio Inc

Korro Bio is experiencing a significant surge in trading volume and investor attention following an oversubscribed private placement of common stock and pre-funded warrants. The community is actively debating the company's financial liquidity, potential for an acquisition play, and clinical development prospects, with mixed sentiment ranging from skepticism over the company's long-term viability to bullish outlooks fueled by analyst upgrades and momentum.

Monad is a high-performance Layer 1 blockchain that processes 10,000 transactions per second with near-zero fees. The platform delivers high performance without compromising on security or decentralization, creating the infrastructure needed for complex applications that require high-frequency activity.  One of Monad’s key innovations lies in how it handles transaction processing. Instead of processing transactions one at a time like traditional blockchains, Monad processes multiple transactions simultaneously through parallel execution.   The system separates the agreement process from the execution process, allowing validators to first agree on which transactions to include and in what order, then having more time to execute those transactions without slowing down consensus. This approach, combined with a custom-built database called MonadDB, dramatically increases throughput while maintaining accuracy.  Monad also offers complete EVM compatibility, where applications built for Ethereum work on Monad without any code modifications, and users can connect with familiar wallets like MetaMask just as they would on Ethereum. Developers can immediately tap into Ethereum's established ecosystem of tools, libraries, and applications while benefitting from Monad’s performance improvements. The platform also runs on consumer-grade hardware rather than expensive specialized equipment, making it accessible for more people to participate in securing the network.  Monad has raised approximately 244 million dollars in total funding across multiple rounds. The company secured 19 million dollars in a seed round in February 2023 led by Dragonfly Capital, followed by a 225 million dollar Series A round in April 2024 led by Paradigm at a 3 billion dollar valuation. Other notable investors include Electric Capital, Greenoaks, Coinbase Ventures, and prominent angel investors such as Naval Ravikant.

Monad

Monad is generating significant buzz as traders actively monitor its technical potential as an EVM-compatible layer-1 chain, with many community members focused on long-term staking rewards as a hedge against current market volatility. While some participants express frustration over price consolidation and Coinbase's platform limitations, the bullish sentiment remains strong among those viewing the project as a foundational play for future ecosystem growth.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

Market sentiment for the S&P 500 is currently defined by high volatility and intense community debate surrounding the ongoing conflict in the Middle East and its impact on global oil supply chains. Traders are actively monitoring geopolitical headlines, the status of shipping through the Strait of Hormuz, and inflationary pressures, leading to significant divergence in outlooks between those anticipating a swift resolution and those bracing for sustained economic disruption.

Air Canada engages in the provision of airline transportation services. Its services cover full-service airline, scheduled passenger and cargo services, serving more than two hundred airports on six continents. It operates through the following geographical segments: Canada, U.S. Transborder, Atlantic, Pacific, and Other. The company was founded on April 11, 1936 and is headquartered in Saint-Laurent, Canada.

Air Canada Inc. - Ordinary Shares (Voting and Variable Voting)

Air Canada Inc.

Air Canada is experiencing heightened volatility and active community debate as investors weigh the potential benefits of a new share buyback program against the impact of regional geopolitical tensions in the Middle East and concerns over fuel costs. While some market participants are optimistic that the buyback will provide a floor for the share price, others remain skeptical about long-term growth, citing the stock's historical performance and the persistent influence of external economic pressures.

Dollar Tree, Inc. owns and operates discount variety stores offering merchandise at fixed prices. It operates through the Dollar Tree business segment. The Dollar Tree segment includes operations under Dollar Tree and Dollar Tree Canada brands, with its distribution centers in the United States and Canada. The company was founded by J. Douglas Perry and Macon F. Brock, Jr. in 1953 and is headquartered in Chesapeake, VA.

Dollar Tree Inc

Dollar Tree is trending as investors react to a significant earnings beat and raised full-year guidance, even as management warns of tariff-related headwinds and potential short-term margin pressure. The community remains focused on the company's successful multi-price strategy, which is driving traffic from higher-income shoppers, while active traders continue to debate the stock's volatility following the mixed outlook for the upcoming quarter.

MATH is a one stop crypto solution platform which contains MathWallet, MATH VPOS Pool, MathDEX, MATH dApp Store, MATH Staking, MATH Pay, MATH Chain, etc.

MATH

MATH is experiencing heightened community interest driven by speculation over potential exchange listings and historical price patterns, though sentiment remains deeply divided between those holding for a long-term breakout and those frustrated by persistent selling pressure. Traders are actively debating the token's low market cap and supply dynamics, with many looking for a repeat of previous volatility spikes while expressing skepticism toward the current leadership.

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The Apple logo displays on a screen with a person holding a phone in Knurow, Poland, on September 20, 2025. 

Apple’s AI Woes Meet A ‘Tsunami-Like’ Shock: IDC Sees Smartphone Shipments Crashing This Year

IDC forecasts a staggering 13% drop in smartphone shipments in 2026, weighed by memory chip shortages and rising phone prices.

Equity

IDC forecasts a staggering 13% drop in smartphone shipments in 2026, weighed by memory chip shortages and rising phone prices.


<ul class="summary-bullets"><li>Samsung’s HBM4 module is expected to be used in Nvidia’s next-generation Vera Rubin AI accelerators.</li><li>Nvidia reportedly plans to source about 30% of its HBM4 requirements for its upcoming Vera Rubin AI chip from Samsung.</li><li>The AI giant will source the remaining 70% of the HBM4 modules from SK Hynix, with Micron no longer in the picture.</li></ul>Samsung Electronics (SSNLF) shares soared nearly 55% on Thursday after the company announced that it has shipped the world’s first commercial high bandwidth memory module, HBM4.The company announced it has begun mass production of its new HBM4 memory modules, designed for high-performance AI computing.“Instead of taking the conventional path of utilizing existing proven designs, Samsung took the leap and adopted the most advanced nodes like the 1c DRAM and 4nm logic process for HBM4,” said Sang Joon Hwang, Executive Vice President and Head of Memory Development at Samsung Electronics.<h2 class="st-heading-2">First HBM4 Modules Sent To Customers</h2>Samsung said it has sent the first HBM4 memory modules to its customers but did not name them. The company is competing with rivals in this space, such as Micron Technology Inc. (MU) and SK Hynix Inc., which also make high–performance memory chips.Samsung’s HBM4 module is expected to be used in Nvidia’s next-generation Vera Rubin AI accelerators. According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.chosun.com/english/industry-en/2026/02/09/2UOETEQR7JGP7CD43UDKWHCFQU/">report</a> by the Chosun Daily citing semiconductor analysis firm SemiAnalysis, Nvidia plans to source about 30% of its HBM4 requirements for its upcoming Vera Rubin AI chip from Samsung.The AI giant will reportedly source the remaining 70% of the HBM4 modules from SK Hynix, with Micron no longer in the picture.<h2 class="st-heading-2">Samsung’s HBM4 Module Meets Nvidia’s Requirements</h2>According to a TrendForce&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.trendforce.com/presscenter/news/20260108-12869.html">report</a> from last month, Nvidia updated the data transfer speed requirements to 11 Gbps, following a specs revision for the Vera Rubin chip in the third quarter (Q3) of 2025.Samsung’s new HBM4 module meets these requirements, with the company touting up to 11.7 Gbps data transfer speeds. The Korean giant said that this represents a 22% increase over HBM4’s predecessor, HBM3e.“HBM4's performance can be further enhanced up to 13Gbps, as well, effectively mitigating data bottlenecks that intensify as AI models continue to scale up,” it said.<h2 class="st-heading-2">ByteDance Looks At Samsung For Its AI Chips, Says Report</h2>According to a Reuters report, Chinese tech giant ByteDance is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidias-loss-is-samsungs-gain-bytedance-turns-to-korean-giant-for-in-house-ai-chips/cZb63XKR4qd">looking</a> to Samsung to manufacture an AI chip that it is currently developing.ByteDance expects to receive samples by March and plans to produce 100,000 AI chips this year, with the aim of ramping up to 350,000 chips annually.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/market/equity/bessent-backs-senate-powell-probe-instead-of-doj-senator-tillis-opposition/cZRTKd1R4rd">Bessent Backs Possible Senate Probe Of Powell Instead Of DOJ As Republicans Look To Break Senator Tillis’ Opposition: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Samsung logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Samsung Ships First Commercial HBM4 Memory Module, Nvidia’s Vera Rubin Expected To Use It: SSNLF Stock Soars 55%

The company announced it has begun mass production of its new HBM4 memory modules.

<ul class="summary-bullets"><li>ByteDance is partnering with Samsung to produce its own AI chips; the project is code-named SeedChip, according to Reuters.</li><li>As Chinese tech companies scale&nbsp;homegrown AI chips, Nvidia would face a greater challenge in reviving its China business.</li><li>Nvidia continues to face uncertainty over H200 sales to Chinese customers, a key overhang.&nbsp;</li></ul>Chinese tech giant ByteDance is developing an artificial intelligence chip and is in talks with Samsung Electronics to manufacture it, Reuters reported on Wednesday, citing sources.ByteDance —&nbsp;which holds a minority stake in TikTok after its U.S. sale&nbsp;— aims to receive sample chips&nbsp;by the end of March. It plans to produce 100,000 of those this year and eventually ramp up annual production to up to 350,000 units, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/bytedance-developing-ai-chip-manufacturing-talks-with-samsung-sources-say-2026-02-11/">report</a>.Chinese companies are ramping up efforts to develop advanced chips indigenously, in response to U.S. restrictions on the sale of high-end semiconductors from Nvidia and Advanced Micro Devices to Chinese customers.<h2 class="st-heading-2">Drag On Nvidia’s China Business</h2>If its plans&nbsp;come to fruition, it would mark a milestone for ByteDance, which has reportedly been working on the effort since 2022, and a new headache for Nvidia.The U.S. chip heavyweight has seen its China business crater amid shifting policies governing its chip sales in the country, an issue both Washington and Beijing have leveraged in diplomatic and trade negotiations.Nvidia, which is still awaiting approval to resume H200 sales, could face greater challenges rebuilding its China business if domestic tech giants succeed in developing their own advanced chips.On Stocktwits, retail sentiment for NVDA has remained ‘bearish’ over the last two days.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> are up 1% so far in 2026, compared to the 1.4% rise in the benchmark S&amp;P 500 index.<h2 class="st-heading-2">AI Chip Efforts</h2>Earlier reports from Reuters noted that ByteDance began hiring chip-related staff in 2022 and, in 2024, engaged U.S. chipmaker Broadcom to design chips that would ultimately be manufactured by TSMC.&nbsp;While ByteDance has yet to debut its own chip, rivals Alibaba and Baidu are further ahead in AI silicon. Alibaba unveiled its Zhenwu chip last month, aimed at large-scale AI workloads, while Baidu already markets chips to external customers and is preparing to spin off and list its chip unit, Kunlunxin.ByteDance’s chip project is code-named SeedChip, according to Reuters.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/salesforce-reckons-with-internal-turmoil-over-doing-ice-contracts/cZb6PgXR4qR">Salesforce Reckons With Internal Turmoil Over Doing ICE Contracts Weeks Ahead Of Key Q4 Earnings</a>&nbsp;

In this photo illustration, the Nvidia logo is seen in the background beside a printed circuit board (PCB). (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Nvidia’s Loss Is Samsung’s Gain: ByteDance Reportedly Turns To Korean Giant For In-House AI Chips

The TikTok U.S. minority owner plans to produce 100,000 of those chips this year as China races to cut reliance on U.S. chipmakers.

<ul class="summary-bullets"><li>Samsung is close to securing approval for a key AI memory chip and beginning shipments to U.S. chip customers, including Nvidia.</li><li>Tech stocks and the broader market rebounded on Friday, with Nvidia shares rising nearly 8%.</li><li>For Nvidia, investors are tracking the latest developments related to regulatory approval for the sale of its H200 to China.</li></ul>Nvidia Corp. shares declined 0.4% in early premarket trading on Monday, correcting from a sharp rally on the previous trading day.The chip designer’s shares ended 7.9% higher on Friday, nearly reversing losses in the days prior amid a sharp rebound in the border market.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> is still down 11% from its peak on Nov. 3.&nbsp;In recent news that could affect shares on Monday, Samsung is close to securing certification from Nvidia for the latest version of its AI memory chip, HBM4.&nbsp;The Korean chip maker is preparing for mass production of HBM4 in February, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-26/samsung-nears-nvidia-s-approval-for-key-hbm4-ai-memory-chips">report</a>, citing sources. Samsung is slated to begin HBM4 shipments to Nvidia and Advanced Micro Devices Inc. next month, according to the report.The development comes amid an ongoing shortage of memory chips across industries, which has boosted shares of chipmakers such as Micron, SanDisk, and Western Digital, as investors expect robust demand and higher pricing.Nvidia, a key supplier of chips and infrastructure used in AI data centers, is awaiting approval to resume sales of its H200s in China. The issue is caught up in a diplomatic quagmire between Washington and Beijing. Recent reports indicate that Beijing is close to approving imports, while the U.S. is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/watch-nvda-stock-closely-china-comeback-hits-another-roadblock-as-us-weighs-tighter-curbs/cZbSowSR4m6">considering</a> additional restrictions.Owing to the mixed news, Stocktwits sentiment has stayed ‘neutral’ for NVDA as of Monday, unchanged over the past week.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_09_at_3_01_57_PM_png_cad53c3262.webp" alt="Screenshot 2026-02-09 at 3.01.57 PM.png" width="666" height="93"><figcaption>NVDA sentiment and message volume as of February 9 | Source: Stocktwits</figcaption></figure>“In the technology arena, the Nasdaq experienced an impressive recovery led by chip giants Nvidia and Broadcom, which jumped by about 8% in a single trading day,” a user&nbsp;<a href="https://stocktwits.com/Mipel/message/644434076">said</a>, referring to the market rally on Friday. “The increase in trading volumes, which were three times higher than average in some stocks, indicates the entry of "smart" money that is taking advantage of the declines to collect goods.”For the year, Nvidia shares are down 0.6% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen on November 24, 2025 in Chongqing, China.

Why Is NVDA Stock Falling Premarket Today?

Mixed signals keep Nvidia’s Stocktwits sentiment at ‘neutral.’

<ul class="summary-bullets"><li>While Samsung has already announced its 2nm chip for smartphones, the Exynos 2600, Qualcomm is yet to announce its own offering built on the 2nm fabrication process.</li><li>Apple’s A20 chip and Qualcomm’s Snapdragon 8 Elite Gen 6, which will power this year’s flagship smartphones, are expected to be built on TSMC’s 2nm node.</li><li>Amid these concerns, Samsung President and head of global marketing, Wonjin Lee, on Tuesday warned of semiconductor shortages and price hikes.</li></ul>Qualcomm Inc. (QCOM) is reportedly in talks with Samsung Electronics (SSNLF) to manufacture next-generation 2-nanometer chips.According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/qualcomm-talks-with-samsung-electronics-contract-manufacturing-south-korean-2026-01-07/">report</a> citing the Korea Economic Daily, Qualcomm is said to be holding talks with Samsung first before reaching out to other semiconductor foundry companies.The report added that the chip’s design work has already been completed as Qualcomm gets ready to commercialize it in the near future.<a href="https://stocktwits.com/symbol/QCOM/news">Qualcomm shares</a> were down 0.6% in Wednesday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory at the time of writing.The latest report comes amid concerns that the cost of production of 2nm chips at chipmaking giant Taiwan Semiconductor (TSM) will be significantly high, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.gsmarena.com/tsmcs_2nm_chips_will_be_significantly_more_expensive_than_previous_generations-news-70951.php">report</a> by GSMArena, citing Taiwan’s Economic Daily News.While Samsung has already announced its 2nm chip for smartphones, the Exynos 2600, Qualcomm is yet to announce its own offering built on the 2nm fabrication process. Additionally, Apple Inc.’s (AAPL) A20 chip and Qualcomm’s Snapdragon 8 Elite Gen 6, which will power this year’s flagship smartphones, are expected to be built on TSMC’s 2nm node, the report added.<h2 class="st-heading-2">Samsung Warns Of Chip Shortage</h2>Samsung President and head of global marketing, Wonjin Lee, on Tuesday warned of semiconductor shortages and price hikes. In an interview&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-07/samsung-warns-of-price-hikes-as-rising-memory-costs-affect-all">with</a> Bloomberg, Lee said there will be issues with chip supplies that will affect everyone.“Prices are going up even as we speak. Obviously, we don’t want to convey that burden to the consumers, but we’re going to be at a point where we have to actually consider repricing our products,” he said in the interview.<h2 class="st-heading-2">Growing Partnership</h2>Qualcomm, the leading chip designer for smartphones globally, and Samsung, which has both a smartphone business as well as a chip-making division, have been expanding their partnership.Last year, the two companies announced an expansion of their foundry cooperation into extreme ultraviolet (EUV) technology. This included the manufacture of Snapdragon 5G chipsets using Samsung’s 7nm process, with up to 10% higher performance or up to 35% lower power consumption.<a href="https://stocktwits.com/symbol/QCOM">QCOM stock</a> is up 7% year-to-date and 14% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wharton-jeremy-siegel-three-policy-risks-january-move-markets-materially/cmxwsboR4TQ">Wharton's Jeremy Siegel Sees Three Policy Risks In January That Could ‘Materially’ Move Markets</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of the logo of the American company Qualcomm at the Mobile World Congress 2024. (Photo by Ramon Costa/SOPA Images/LightRocket via Getty Images)

Qualcomm In Talks With Samsung For 2nm Chip Production Amid Concerns Of Rising Costs At TSMC: Report

The report added that the chip’s design work has already been completed as Qualcomm gets ready to commercialize it in the near future.

<ul class="summary-bullets"><li>Counterpoint cited that&nbsp;the rising chip costs could reshape vendor strategies and consumer pricing next year.</li><li>The firm said global shipments are now expected to decline by roughly 2.1% in 2026.</li><li>To cope with higher costs, some OEMs are adjusting specifications, streamlining product offerings, and moving toward premium models.</li></ul>Worldwide smartphone unit shipments are poised to fall in 2026 as manufacturers grapple with sharply higher component costs driven by memory shortages and chip price spikes, according to the latest industry data.&nbsp;According to market research firm Counterpoint Research, the rising chip costs could reshape vendor strategies and consumer pricing next year.<h2 class="st-heading-2">Market Forecast Adjustment</h2>Counterpoint Research said global shipments are now expected to decline by roughly 2.1% in 2026, compared with earlier projections of flat-to-positive growth. The revision is mainly driven by rising costs of memory components that feed into the bill of materials (BoM) for devices.Entry-level phones priced under about $200 are forecast to see the toughest hit, with BoM costs climbing sharply over the past year, the firm noted. Mid-range and high-end devices also face inflationary pressures, but at somewhat lower rates.As manufacturers pass at least part of these cost increases on to buyers, average selling prices (ASPs) are expected to rise in 2026. Larger brands with extensive product lines and strong vertical integration are said to be in a better position to absorb cost shocks.&nbsp;<blockquote>“Apple and Samsung are best positioned to weather the next few quarters.”-Yang Wang, Senior Analyst,&nbsp;Counterpoint Research.&nbsp;</blockquote><h2 class="st-heading-2">Industry Response</h2>To cope with higher costs, some original equipment manufacturers (OEMs) are adjusting specs, streamlining product offerings, and pushing consumers toward premium models with better margins. Counterpoint stated that this could accelerate market trends already underway toward fewer low-margin, entry-level handsets.“In some models, we are seeing downgrades of components like camera modules and periscope solutions, displays, audio components, and, of course, memory configurations,” said Senior Analyst Shenghao Bai.&nbsp;“Other tactics include reusing old components, streamlining the portfolio, and pushing consumers to higher-specification ‘Pro’ variants and adopting new designs to stimulate upgrades.”&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/can-iren-stock-win-back-investors-after-recent-slump/cLeJ5EKREYe">The Curious Case of IREN: Can The Neocloud Win Back Investors After A 50% Stock Slump From Its November Peak?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration a 15-year-old boy looks at a iPhone screen displaying various social media apps.

Global Smartphone Shipments To Dip In 2026, Says Counterpoint Research – Here’s How Manufacturers Are Rethinking Strategies

The market research firm said global smartphone shipments are now expected to decline by roughly 2.1% in 2026.

<ul class="summary-bullets"><li>iPhone 17 Sales in China and the U.S. grew by double digits in October, while Q3 shipments increased 9% YoY.</li><li>The new iPhone Air and memory adjustments contributed to strong adoption rates.</li><li>Samsung is likely to remain second globally in shipments due to rising competition from Chinese manufacturers.</li></ul>Apple Inc. (AAPL) is expected to reclaim the top spot in worldwide smartphone shipments, surpassing Samsung Electronics for the first time in 14 years, and maintain leadership through 2029.According to market research firm Counterpoint, global smartphone shipments are projected to rise 3.3% year-over-year (YoY) in 2025, driven primarily by Apple's strong performance.&nbsp;<h2 class="st-heading-2">iPhone 17 Driving Strong Sales&nbsp;</h2>Apple’s launch of the iPhone 17 series has generated notable momentum, said Counterpoint. Sales in China and the U.S. grew by double digits in October, while third-quarter (Q3) shipments increased 9% YoY.&nbsp;The firm highlighted that consumers who bought devices during the COVID-19 boom are now in the upgrading phase, alongside the 358 million second-hand iPhones sold globally between 2023 and mid-2025, creating a large replacement market. The new iPhone Air and memory adjustments contributed to strong adoption rates.<a href="https://stocktwits.com/symbol/AAPL">Apple’s stock</a> inched 0.7% higher on Wednesday mid-morning. However, on Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:933/113;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_26_113356_png_2244ea64bf.webp" alt="AAPL’s Sentiment Meter and Message Volume as of 11:20 a.m. ET on Nov. 26, 2025 | Source: Stocktwits" width="933" height="113"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 11:20 a.m. ET on Nov. 26, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Samsung Performance</h2>Samsung is forecast to grow 5% in 2025, bolstered by a resilient supply chain and strategic enhancements to its A series. Emerging markets such as India, Southeast Asia, and the Middle East are expected to support continued growth.&nbsp;Despite this, the research firm said Samsung is likely to remain second globally in shipments due to rising competition from Chinese manufacturers and pressure in the mid-range segment.Combined with potential software enhancements and a major redesign in 2027, Apple is positioned to maintain a competitive edge through the end of the decade, the firm noted.AAPL stock has gained over 11% in 2025 and over 18% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/datavault-ai-taps-wbc-partnership-to-monetize-global-boxing-fandom/cL538mIREWg">Datavault AI Taps WBC Partnership To Monetize Global Boxing Fandom</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Apple Set To Overtake Samsung As Top Smartphone Seller In 2025

iPhone 17 Sales in China and the U.S. grew by double digits in October, while Q3 shipments increased 9% YoY.

Counterpoint Research said global smartphone shipments are projected to rise 3.3% year over year in 2025, driven primarily by Apple's strong performance. 


Qualcomm Inc. (QCOM) CEO Cristiano Amon reportedly stated on Friday that Intel Corp.’s (INTC) chip-making technology is not yet good enough for the company to consider it as a potential supplier.Amon said in an interview&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-05/qualcomm-ceo-says-intel-s-chip-production-not-good-enough-yet">with</a> Bloomberg that Qualcomm could eventually consider Intel if the 57-year-old company can churn out more efficient chips.“Intel is not an option today. We would like Intel to be an option,” Amon said, according to the report. Amon added that Qualcomm will stick to its existing suppliers, Taiwan Semiconductor Manufacturing Co. (TSM) and Samsung Electronics Co. (SSNLF) for now.<a href="https://stocktwits.com/symbol/QCOM">Qualcomm’s shares</a> edged lower by 0.14% in Friday’s midday trade, while Intel’s shares were down 1.26%. Retail sentiment on Stocktwits around Qualcomm trended in the ‘bullish’ territory, while users felt ‘bearish’ about Intel.Qualcomm is a fabless chip designer, and it outsources the manufacturing of its chips to companies like TSMC and Samsung. Intel, on the other hand, designs and manufactures its own chips. However, as part of its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-ceo-lip-bu-tan-reportedly-plans-manufacturing-overhaul/ch70D6SRbc4">turnaround efforts</a>, the chip maker is trying to attract customers like Qualcomm.Intel’s struggles with manufacturing processes and inability to overcome defects led former CEO Pat Gelsinger to gamble on the 18A fabrication process. He famously said once that he’d “bet the whole company on 18A” – a gamble that did not pay off and led to his&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-stock-hits-5-month-low-as-mizuho-lowers-price-target-citi-stays-neutral-as-investors-await-pat-gelsinger-replacement/chGWszjRZU">ouster</a> in December.In August, the Trump administration announced that the U.S. government had picked up a 10%&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kevin-hassett-us-stake-intel-like-down-payment-on-sovereign-wealth-fund/chssoWyRd1r">stake</a> in Intel in exchange for CHIPS Act funding. Intel CFO David Zinsner subsequently said the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-received-5-7-billion-from-us-government-cfo-david-zinsner/chs6hLkRdmC">received $5.7 billion</a> from the government.<a href="https://stocktwits.com/symbol/QCOM">QCOM stock</a> is up 4% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/QCOM">INTC stock</a> is up 21%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stocks-making-the-biggest-moves-today-september-5/chwI17jRdqX">Broadcom, Tesla, Lululemon, UiPath, Samsara: Stocks Making The Biggest Moves Today</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Qualcomm CEO Reportedly Says Intel’s Chip-Making Technology Not Good Enough Yet

Cristiano Amon stated in an interview with Bloomberg that Qualcomm could eventually consider Intel if the 57-year-old company can churn out more efficient chips.

South Korean President Lee Jae Myung will meet U.S. President Donald Trump at the White House on Monday, with autos and semiconductors among the sectors most exposed to new U.S. tariffs.The Trump administration’s new trade deal imposed a 15% tariff on imports from South Korea, a key supplier of cars, semiconductors, smartphones and machinery.&nbsp;Automobiles made up 10% of South Korea’s exports last year, while chips accounted for 21%, with exports totaling more than 40% of the economy, Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-25/five-things-to-watch-in-south-korea-s-lee-first-trump-meeting">reported</a>.Lee will be joined by executives from Hyundai Motor, Samsung Electronics, SK Hynix, and LG Energy Solution.&nbsp;South Korean media reported that firms could announce up to $150 billion in new U.S. investments, adding to existing projects such as Samsung’s Texas chip plant and Hyundai’s $21 billion investment in vehicle and steel facilities.The July 31 trade deal also created a $350 billion South Korean fund for U.S. projects. Trump said he would direct the investments, and 90% of the profits would return to the U.S., while Seoul stated that most of the fund would be in the form of loan guarantees, with less than 5% in equity.&nbsp;Of the total, $150 billion is earmarked for shipyards, and Lee will visit one in Philadelphia.Agriculture is another flashpoint. Trump said South Korea would be “completely open” to U.S. farm goods, though Seoul excluded rice and beef as politically sensitive. Concessions on agriculture may be weighed against lower tariffs for autos and semiconductors.Defense spending will also be discussed. Trump has pressed allies to pay more, calling South Korea a “money machine.” The country hosts 28,500 U.S. troops and plans to allocate 2.32% of its GDP to defense this year.North Korea will be on the agenda as well. Trump met Kim Jong Un three times in his first term without curbing Pyongyang’s nuclear program, and Kim last week vowed a “rapid expansion” of his arsenal as U.S.-ROK military drills began. Analysts say engagement is unlikely unless drills are suspended and denuclearization dropped as a policy goal.On Stocktwits, retail sentiment was ‘bullish’ for the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> with ‘normal’ message volume, ‘neutral’ for the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> with ‘high’ volume, and ‘bullish’ for the&nbsp;<a href="https://stocktwits.com/symbol/EWY">iShares MSCI South Korea ETF (EWY)</a> with ‘high’ volume.SPY is up 10.8% year-to-date, QQQ has gained 12.2%, while EWY has surged 44.5%, outperforming both.For updates and corrections, email newsroom[at]stocktwits[dot]com.

South Korean President Lee Jae-myung and his wife depart from Haneda Airport. (Photo by David Mareuil/Anadolu via Getty Images)

Hyundai, Samsung Join Lee-Trump Summit As Autos And Chips Face Tariff Crossfire

South Korean firms could announce $150 billion in new U.S. projects, adding to Hyundai’s $21 billion and Samsung’s Texas chip plant, with a $350 billion fund and farm trade also in play.

Tesla CEO Elon Musk said the company will concentrate its artificial intelligence chip development on a single architecture for its AI5 and AI6 processors, following reports that the electric-vehicle maker had shut down its Dojo supercomputer project and reassigned its team.“It doesn’t make sense for Tesla to divide its resources and scale two quite different AI chip designs,”&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/1953660184351707210">Musk wrote on X</a>. He said the AI5, AI6 and subsequent chips will be “excellent for inference and at least pretty good for training,” and all effort is now focused on that line.Musk added that in a supercomputer cluster, mounting many AI5 or AI6 chips on a single board, “whether for inference or training,” could cut network cabling complexity and costs “by a few orders of magnitude.” Such a setup, he said, “one could call… Dojo 3.”Tesla is reportedly disbanding the Dojo team, with project head Peter Bannon departing and roughly 20 employees leaving to join DensityAI, a new startup founded by former Tesla executives, Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-07/tesla-disbands-dojo-supercomputer-team-in-blow-to-ai-effort">reported</a>.&nbsp;The remaining Dojo staff are being reassigned to other data centers and compute projects within Tesla.&nbsp;The company will increase its reliance on outside partners, including Nvidia, Advanced Micro Devices, and Samsung Electronics, for compute, and use Samsung for chip manufacturing,&nbsp;according to the report.Dojo was built to train machine-learning models for Tesla’s Autopilot and Full Self-Driving driver-assistance systems, as well as its Optimus humanoid robot, by processing data from its vehicles.&nbsp;Analysts, including Morgan Stanley in 2023, had seen the system as a potential $500 billion value driver.Musk had previously described Dojo as a “long shot worth taking,” while pursuing a dual path with Nvidia.&nbsp;On Tesla’s July 23 quarterly earnings call, he suggested that future iterations of Tesla’s in-house chips could converge with partner technology: “Thinking about Dojo 3 and the AI6 inference chip, it seems like… we want to try to find convergence there, where it’s basically the same chip.”Just two months earlier, Musk had&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/1930689309860045184">posted on X</a> that Tesla’s Dojo AI training computer was “making progress” and that Dojo 2 would start coming online later this year, adding that “it takes three major iterations for a new technology to be great… Dojo 2 is good, but Dojo 3 will be great.”Tesla has seen a wave of senior departures this year, including Milan Kovac, head of engineering for Optimus, and David Lau, vice president of software engineering. In June, longtime Musk aide Omead Afshar reportedly left the company abruptly.The automaker last month reached a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-confirms-tesla-as-samsung-s-16-5-b-chip-partner-in-major-foundry-deal/choe9tER5D5">$16.5 billion deal with Samsung</a> to secure AI semiconductors through 2033, with plans for a Texas plant to produce its AI6 chip, diversifying beyond Taiwan Semiconductor Manufacturing Co.On Stocktwits, retail sentiment for Tesla was ‘bullish’ early Friday amid ‘low’ message volume.<a href="https://stocktwits.com/symbol/TSLA">Tesla’s stock</a> has declined 15% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Elon Musk, co-founder of Tesla and SpaceX and owner of X Holdings Corp., speaks at the Milken Institute's Global Conference at the Beverly Hilton Hotel,on May 6, 2024 in Beverly Hills, California. (Photo by Apu Gomes/Getty Images)

Elon Musk Reacts To Report Tesla Is Pulling Plug On Dojo Supercomputer: ‘Doesn’t Make Sense’ To Split AI Chip Focus

The move underscores a broader shift in Tesla’s AI strategy, with greater reliance on external hardware partners and an emphasis on integrating future chip designs for both training and inference.

Samsung Electronics Co., Ltd. engages in the manufacturing and selling of electronics and computer peripherals. The company operates through following business divisions: Device Experience (DX), Device Solutions (DS), Samsung Display (SDC), and Harman. The DX division offers televisions, monitors, refrigerators, washing machines, air conditioners, smartphones, network systems, and computers. The DS division deals with semiconductor components including DRAM, NAND Flash, and mobile APs. The SDC division provides OLED panels for smartphones. The Harman division consists of digital cockpits, car audio, and portable speakers. The company was founded on January 13, 1969 and is headquartered in Suwon-si, South Korea.

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