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Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending following a notable post-earnings decline, as market apprehension mounts over substantial AI infrastructure investments and slightly moderating Azure cloud growth, sparking debate among investors between a compelling buying opportunity and concerns regarding AI's immediate return on investment.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently a focal point for investors, driven by anticipation for its upcoming earnings report, as the community debates whether recent price drops are an opportunity to accumulate shares ahead of expected strong commercial and government contract growth, or a reflection of persistent concerns over its valuation, employee departures, and controversial government partnerships.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending amid an imminent Senate vote on the Clarity Act, with bulls anticipating a "parabolic" price surge from potential institutional adoption due to legal certainty. Conversely, a significant portion of the community dismisses the bill as a "nothing burger" and attributes ongoing price suppression to perceived token dumps by Ripple, labeling the asset a "scam."

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is currently trending amidst an intense community debate over its "digital gold" narrative, as its recent performance significantly lags surging precious metals like gold and silver, raising questions about its role as an inflation hedge and safe haven asset.

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SPDR Gold Shares ETF

GLD is experiencing significant upward momentum as investors seek safe-haven assets amid rising geopolitical tensions and concerns over the weakening US dollar following the Fed's decision to hold rates. The community is sharply divided, with bulls anticipating further gains driven by central bank accumulation, while bears warn of an overbought market and a potential sharp correction, comparing its rapid ascent to a speculative bubble.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is trending following a Gotham City Research short report alleging widespread accounting fraud and undisclosed related-party transactions, leading to a heated community discussion where some view it as a "Ponzi scheme" while others dismiss the claims as a "bear trap" supported by defending analysts. The controversy centers on the company's financial relationship with entities linked to the CEO's father and its reliance on subprime auto lending.

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 is trending following a mixed earnings report showing an EPS beat on lowered estimates but declining revenue, sparking intense community debate around its aggressive pivot towards AI, robotics, and robotaxis. While supporters laud the long-term vision, critics question the substantial capital expenditure on unproven ventures amidst a shrinking core automotive business.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is surging after its strong earnings report and optimistic guidance highlighted robust AI-driven ad performance, though the company's substantial capital expenditure plans for AI infrastructure are driving community discussion on its long-term financial implications and investment returns.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is facing significant selling pressure despite reporting strong earnings and announcing a substantial share buyback, leading to widespread community frustration over what many perceive as an irrational market reaction. This downturn reflects broader sector concerns about potential AI disruption to traditional software companies, with many viewing the current dip as an oversold buying opportunity.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata is trending as a new partnership with Palantir and a prime contract position on the U.S. Missile Defense Agency's 'Golden Dome' program validate its AI data engineering expertise, sparking community discussions about significant undervaluation, short squeeze potential, and future sovereign AI opportunities.

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<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.

Equity

<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.

President Donald Trump's threat to impose 100% tariffs on chips imported from overseas has sent&nbsp;shockwaves among Asian investors, who have sold off shares of domestic semiconductor companies. However, two companies defied the chip sell-off in Asia&nbsp;on Thursday.&nbsp;Taiwan-listed shares of chip foundry Taiwan Semiconductor Manufacturing (TSM) were last seen trading up by about 5%, with the upside accompanied by above-average trading volume. Seoul-listed shares of South Korean electronics giant Samsung climbed over 1.80%.These two companies also featured in Apple’s press release sent out on Wednesday, announcing its $100 billion additional commitment to bring manufacturing to the U.S.Apple said TSMC’s Arizona plant would produce tens of millions of chips to facilitate the tech giant’s use of one of the most advanced technologies in the U.S. The Taiwanese company has three fabs at the site, one&nbsp;of which produces chips based on the N4 process technology. The fab began volume shipments in the fourth quarter of 2024.The second fab is scheduled to start volume production based on the N3 process technology in 2028, and a third fab, set to use the N2 and A16 process technologies, is expected to commence production by the end of the decade.Apple stated in the release that it was collaborating with Samsung at its Austin, Texas, facility to introduce an innovative new technology for chip manufacturing.&nbsp;Recent news that Samsung has won a $16.5 billion contract to&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">manufacture</a> Tesla's next-generation AI6 chip at its other Texas factory has also boosted investor sentiment.&nbsp;On Stocktwits, retail sentiment toward TSMC improved to ‘neutral’ (54/100) by late Wednesday from ‘bearish’ a day ago. The message volume remained at ‘low’ levels.<figure class="image"><img style="aspect-ratio:620/50;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_07_at_1_09_53_AM_png_eee9ff417e.webp" alt="Screenshot 2025-08-07 at 1.09.53 AM.png" width="620" height="50"><figcaption>TSM sentiment and message volume as of 1:10 a.m. ET, Aug. 7 | source: Stocktwits</figcaption></figure>TSMC shares, listed on the NYSE, have gained nearly 18% this year, riding high on strong demand for its chips, driven by artificial intelligence (AI) and high-performance computing (HPC).The gains have come even as other regional chip companies have come under selling pressure. Japanese chip-equipment maker Tokyo Electron fell nearly 3%, and Renesas Electronics, which makes microcontrollers, analog, power and Systems-on-Chip (SOC) products, plunged over 3.50%.Chip-testing solutions company Advantest recouped early losses and was down only modestly. South Korean memory chipmaker SK Hynix, which had fallen sharply early in the session,&nbsp;recovered its losses and traded slightly higher.&nbsp; The reversal came after Seoul’s top trade negotiator stated in a radio interview that Samsung and SK Hynix were exempted from the 100% tariffs.Analysts see Trump’s proposed move as a long-term positive for the industry. Andrew Jackson, head of Japanese equity strategy at ORTUS Advisors, stated that Japanese chipmaking equipment is indispensable for chipmakers seeking to expand their U.S. manufacturing operations, <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/08/07/asia-chipmakers-wobble-after-trumps-100percent-tariffs-on-semiconductors.html">according</a> to CNBC.Tech giants with deep pockets, such as Apple and Nvidia, and TSMC, would ultimately emerge as winners, as they have the wherewithal to commit the most dollars, said Daniel Newman, CEO of Futurum Group.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/corning-stock-jumps-after-apple-pledges-over-2-billion-for-us-glass-expansion/chrlrTRRd5z">Corning Stock Jumps After Apple Pledges $2.5B For US Glass Expansion — But Past ‘Made In USA’ Claims Come Under Scrutiny</a>

 A man looks at digital boards show surging shares at the Taiwan Stock Exchange office, following U.S. President Donald Trump's decision to pause the global tariffs, in Taipei, Taiwan, on April 10, 2025. 

These 2 Foreign Chip Giants Shrug Off Trump’s 100% Semiconductor Tariff Blow In Asia Trading

The two companies also featured in Apple’s press release on Wednesday, in which it announced an additional $100 billion commitment for U.S. manufacturing.

Tesla CEO Elon Musk confirmed late Sunday that&nbsp;his EV company is the&nbsp;big customer behind Samsung Electronics’ 22.8 trillion won ($16.5 billion) semiconductor manufacturing agreement, according to a post on X.Earlier in the day, Samsung announced that it had secured a chipmaking contract with a global company, which will run through the end of 2033.&nbsp;While the company did not name the client, Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-28/samsung-bags-16-5-billion-deal-in-big-win-for-chipmaking-arm">reported</a> the customer is Tesla, citing a person familiar with the matter who requested anonymity."Samsung’s giant new Texas fab will be dedicated to making Tesla’s next-generation AI6 chip," Musk said, adding that the "strategic importance of this is hard to overstate.""Samsung currently makes AI4. TSMC will make AI5, which just finished design, initially in Taiwan and then [in] Arizona," he&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/1949673345567592869">wrote</a> on X.&nbsp;Musk also noted that “Samsung agreed to allow Tesla to assist in maximizing manufacturing efficiency,” calling it a “critical point,” and said, “I will walk the line personally to accelerate the pace of progress. And the fab is conveniently located not far from my house.”Samsung’s shares in Seoul rose as much as 3.5% on the day, marking their biggest intraday gain in nearly four weeks.The deal is a much-needed boost for Samsung’s foundry business, which has been struggling with low order volumes and underused capacity.&nbsp;That’s a sharp contrast to rival TSMC, which is still struggling to meet the demand it can handle. In the first quarter of 2025, TSMC continued to dominate the global chip foundry space, grabbing a massive 67.6% market share, according to TrendForce. Meanwhile, Samsung lost some ground, with its share dipping to 7.7% from 8.1% the previous quarter.Samsung and TSMC are both working toward 2-nanometer chip fabrication technology. The deal with Tesla is seen as a vote of confidence in Samsung’s next-generation manufacturing capabilities.On Stocktwits,&nbsp;<a href="https://stocktwits.com/symbol/SSNLF">retail sentiment for Samsung Electronics</a> was ‘bullish’ amid ‘extremely high’ message volume.South Korean shares of Samsung Electronics have risen 27.3% so far this year,&nbsp;while its U.S.-listed stock has risen by about 9%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A portrait picture of Elon Musk photographed in Krakow, Poland on January 22nd, 2024 and Tesla logo are screened for illustration photo. (Photo by Beata Zawrzel/NurPhoto via Getty Images)

Elon Musk Confirms Samsung’s $16.5B Chip Deal Is With Tesla: ‘I Will Walk The Line Personally To Accelerate Pace Of Progress’

The long-term agreement, which will run through 2033, is aimed at supporting the production of next-generation 2nm chips.

South Korea's top security advisor has&nbsp;departed for the U.S. to participate in another round of trade talks, as the Aug. 1 tariff deadline set by U.S. President Donald Trump draws closer, according to a Bloomberg report.This will be Wi Sung-lac's second trip in two weeks. South Korea, home to top firms like&nbsp;<a href="https://stocktwits.com/symbol/SSNLF">Samsung (SSNLF)</a> and&nbsp;<a href="https://stocktwits.com/symbol/HYMTF">Hyundai (HYMTF)</a>, faces a 25% tariff rate on imports to the U.S., up from the current 10%, in addition to sector-specific duties targeting cars, steel, and aluminum.Wi will "engage in various negotiations with American officials," Woo Sang-ho, a senior presidential secretary, told reporters Sunday, adding that more visits might follow if they are necessary, according to the&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-21/top-south-korean-official-in-us-again-as-tariff-deadline-looms">report</a>.The country is expediting negotiations after delays caused by a political gridlock in Seoul.President Lee Jae Myung's newly appointed ministers for foreign affairs, finance, and industry assumed office on Monday, following uncommon bipartisan backing. The opposition People Power Party supported the appointments, citing the urgency of U.S. tariff negotiations, which they said were too critical to the economy to postpone any further.According to local media reports, Wi's goal is to lower the tariffs by a certain percentage point, and the newly appointed Foreign Minister Cho Hyun and Finance Minister Koo Yun-cheol are also arranging a visit to the U.S.It is unclear who Wi is meeting from the U.S. side.Securing a favourable tariff deal is key for South Korea, which faces economic challenges. The economy contracted in the first quarter, and the central bank has cut interest rates to 2.5% while slashing its growth forecast to 0.8%. Meanwhile, the Lee administration has unveiled a $23.3 billion supplementary budget aimed at stimulating growth and mitigating trade-related risks.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/game-stop-s-next-big-play-new-trademark-filing-for-trading-cards-marketplace-sparks-retail-buzz/ch8qyTRR5Af">GameStop’s Next Big Play? New Trademark Filing For Trading Cards Marketplace Sparks Retail Buzz</a>

Wi Sung-lac, National Security Adviser from South Korea arrives for the social dinner for Heads of State and Government during the 76th NATO Summit in The Hague, Netherlands on June 24th, 2025. (Photo by Beata Zawrzel/NurPhoto via Getty Images)

South Korea Sends Top Envoy To Washington Again To Avert 25% Trump Tariffs Before August Deadline

Top security advisor Wi Sung-lac has left for the U.S. for a second round of talks in two weeks, according to a Bloomberg report.

U.S. Commerce Department officials are reportedly considering ending waivers that allow major global chipmakers to export American semiconductor equipment to factories in China.A Wall Street Journal report said a senior Commerce official met recently with companies such as Samsung Electronics and Taiwan Semiconductor Manufacturing Co. (TSM) to discuss rescinding blanket permissions that have let them ship U.S.-made chip tools to China without applying for licenses on a case-by-case basis.If enacted, the repeal could exacerbate U.S.–China trade tensions and strain ties with South Korea and Taiwan.&nbsp;Affected firms would need to secure individual export permits and may turn to Japanese and European tool suppliers instead.The report indicated the measure would mirror China's licensing regime for rare earth magnets, aiming to establish parity in trade controls.&nbsp;The move also fits into President Donald Trump’s broader effort to curb China’s access to advanced technology even amid a tentative trade truce struck in London earlier this month.In the past few months, the U.S. government has stopped shipments of advanced semiconductors from Nvidia and Advanced Micro Devices to China, resulting in multi-billion-dollar losses for the American firms.Nvidia was hit with an export restriction on its H20 products to China starting April 9. The company reported a $4.5 billion first-quarter charge linked to surplus H20 inventory and supply commitments.Samsung’s Xi’an memory-chip plant and TSMC’s Chinese fabs, which serve global markets in memory, logic, and AI, may experience rising costs and operational hurdles.Removing waivers may prompt Taiwan and South Korea to seek U.S. diplomatic help. It also comes as both countries negotiate new trade deals with Washington.&nbsp;On Stocktwits, retail sentiment around Taiwan Semiconductor remained in ‘bearish’ territory.<figure class="image"><img style="aspect-ratio:805/93;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_20_111207_png_6d1f3df2d9.webp" alt="TSM's Sentiment Meter and Message Volume as of 11.15 a.m. ET on Jun.20, 2025 | Source: Stocktwits" width="805" height="93"><figcaption>TSM's Sentiment Meter and Message Volume as of 11.15 a.m. ET on Jun.20, 2025 | Source: Stocktwits</figcaption></figure>Pro-national security advocates, including Jeffrey Kessler, who leads the Commerce Department’s export control division, have pushed for strict limits on U.S. technology exports to China, believing tough actions are essential to curb Beijing’s progress in key industries and encourage alternative supply chains.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uk-regulator-investigates-amazon-over-supplier-payment-practices/chlxk17RRPF">UK Regulator Investigates Amazon Over Supplier Payment Practices, Retail Stays Wary</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of Taiwan Semiconductor Manufacturing Company (TSMC), which is a Taiwanese multinational semiconductor contract manufacturing and design company, in Hsinchu, Taiwan, on April 16, 2025. (Photo by Daniel Ceng/Anadolu via Getty Images)

US Reportedly Weighs Revoking Chip Waivers For China-Bound Tech Exports

The measure would mirror China's licensing regime for rare earth magnets, aiming to establish parity in trade controls. 

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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