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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 is trending downwards following news of a planned bond sale to fund AI investments, sparking concerns about increased spending and potential impact on shareholder value. The community is debating whether the dip presents a buying opportunity, considering the company's fundamentals and long-term growth potential amid the AI push. Some investors are drawing comparisons to past overspending concerns while others see it as a strategic move for future growth.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. It provides online news services where users can select and rank web content. The firm also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit's stock is trending as investors anticipate upcoming earnings, with the community closely watching key metrics like user growth and advertising revenue. Bullish sentiment is fueled by analysts setting higher price targets and highlighting potential from AI and data licensing deals. Short interest is also a key factor being watched.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

RAGE CRYPTO is trending as the community rallies behind the OG meme, fueled by a desire to reclaim internet culture. Discussions center on achieving the #1 spot and bringing back the spirit of the 2021 meme era. The community emphasizes belief, teamwork, and rejecting traditional financial analysis in favor of cultural relevance.

Cambium Networks Corp. is a holding company, which engages in the provision of wireless broadband networking infrastructure solutions for network operators. Its products include point-to-point, enterprise Wi-Fi and switching, CCTV, software, and point-to multipoint. The company was founded in 2011 and is headquartered in Hoffman Estates, IL.

Cambium Networks Corp

CMBM is trending due to excitement around its integration with Starlink, with retail traders discussing a potential short squeeze and high trading volume. Community members are debating resistance levels and potential price targets, while also weighing the company's fundamentals and potential for further gains. The stock's volatile price action and significant overnight gains have fueled speculation about its short-term trajectory.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle ($CMG) is trending due to a significant drop following a lowered sales outlook, sparking discussions about consumer spending and the company's value proposition. Community members are debating whether the dip is a buying opportunity or a sign of deeper issues with the brand, citing concerns about pricing, portion sizes, and competition in the fast-casual dining sector.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is trending as investors anticipate earnings, with community members pointing to the stock's recent strength and potential AI-driven growth. Discussions include Google's partnership with Reliance Jio in India and its increased capital expenditure outlook, with some expecting the stock to test the $300 level. Bullish sentiment is fueled by positive analyst ratings and expectations of a strong quarter.

Alphabet Inc - Ordinary Shares - Class C

GOOG is trending as it approaches earnings, fueled by optimism around its AI and cloud services. The community is actively discussing the stock's impressive run and debating whether it's overbought, while also noting Google's expansion into new sectors like nuclear energy.

Core Scientific, Inc. engages in the business of operating a purpose-built facility for digital asset mining and provision of blockchain infrastructure, software solutions, and services. It operates under the Mining and Hosting segments. The Mining segment focuses on bitcoin mining for the company's own account. The Hosting segment includes blockchain infrastructure and third-party hosting business. The company was founded by Michael Jeffrey Levitt and Darin Feinstein on December 13, 2017 and is headquartered in Dover, DE.

Core Scientific Inc - Ordinary Shares - New

Core Scientific Inc

Core Scientific ($CORZ) is trending as shareholders prepare to vote on a proposed merger with CoreWeave ($CRWV), with many in the community expressing concerns that the deal undervalues $CORZ, particularly given its AI infrastructure potential. Some investors believe that rejecting the deal could lead to a higher valuation for $CORZ as a standalone entity or attract a better offer, while others worry about the company's future prospects without the merger.

Emergent BioSolutions Inc. engages in the development, manufacture, and commercialization of medical countermeasures. It operates through the following segments: Commercial Product Sales, MCM Product Sales, and Services. The Commercial Product Sales segment includes NARCAN products and other commercial products that were sold as part of the travel health business. The MCM Product Sales segment focuses on the Anthrax - MCM products, Smallpox - MCM products and other products. The Services segment consists of the company’s Bioservices offerings. It offers products for civilian and military populations that address accidental, intentional, and naturally occurring public health threats. The company was founded by Fuad El-Hibri on September 5, 1998 and is headquartered in Gaithersburg, MD.

Emergent Biosolutions Inc

EBS is trending due to raised FY25 EBITDA guidance, sparking optimism about the company's future profitability. The community is discussing the potential for a significant stock re-rating and a short squeeze, with some highlighting the low P/E ratio relative to the broader market. Discussions also involve potential catalysts like government appropriations and debt refinancing.

FMC Corp. is an agricultural sciences company, which engages in the provision of solutions to growers and development of pipeline in crop protection, plant health, agriculture, pest control, and turf management. It offers insect control products under the Rynaxypyr and Cyazypyr brands, herbicides under the Authority, Boral, Centium, Command, and Gamit brands, insecticides under the Talstar and Hero brands, flutriafol-based fungicides, and bionematicides under the Quartzo and Presence brands. The company was founded by John Bean in 1883 and is headquartered in Philadelphia, PA.

FMC Corp.

FMC Corp. is experiencing a significant drop, driven by a dividend cut and lowered full-year earnings expectations, prompting community concern about potential debt issues and bankruptcy. Despite the downturn, some investors view the stock as oversold, anticipating a turnaround as the company focuses on debt reduction. Community members are actively discussing entry points, potential rebound levels, and whether the steep decline is an overreaction.

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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.

Equity

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. 

U.S.-listed shares of Taiwan Semiconductor Manufacturing (TSM) dropped over 1% in pre-market trading on Wednesday after a report by&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-01-15/us-to-push-tsmc-and-samsung-to-tighten-flow-of-chips-to-china">Bloomberg</a> indicated that there may be more chip export restrictions on the way before President Joe Biden’s term in office comes to an end.&nbsp;The new measures are expected to target TSMC, Samsung Electronics (SSNLF), and Intel Corp. (INTC), compelling them to tighten customer due diligence and ensure chips are not diverted to restricted entities like Huawei Technologies.&nbsp;The push follows revelations that TSMC-made chips were secretly supplied to Huawei despite existing restrictions.Meanwhile, Intel’s shares edged 0.10% higher.As per the report, the U.S. plans to mandate licenses for exporting chips at or below a threshold of 14-16 nanometers to China and other restricted nations.&nbsp;According to Bloomberg, the proposed rules could be unveiled as early as later today and aim to close loopholes in current semiconductor restrictions.These measures build on broader&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-falls-pre-market-after-biden-administration-announces-ai-diffusion-rule/chGNeX9RNf">export controls</a> implemented earlier this week, which limited the sale of advanced AI chips by companies like Nvidia to Chinese data centers.&nbsp;Washington has been aggressively targeting supply chains to block access to advanced technologies for blacklisted Chinese firms.<figure class="image"><img style="aspect-ratio:639/148;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_01_15_070946_352ebf26d1.png" alt="Screenshot 2025-01-15 070946.png" width="639" height="148"><figcaption>Taiwan Semiconductor Manufacturing-ADR Sentiment and Message Volume on Jan.14 as of 7:10 a.m. ET | Source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment around TSMC improved to ‘bullish’ from ‘neutral’ a day ago, while chatter remained at ‘high’ levels.&nbsp;Users on the platform weren’t particularly concerned about the incoming regulations. In fact, many were hoping for a dip so that they could buy the stock at a discount, expecting the shares to skyrocket on Friday once TSMC announces its quarterly earnings.&nbsp;<stembedurl>https://stocktwits.com/t_sch/message/600090903</stembedurl><stembedurl>https://stocktwits.com/sdg007/message/600087747</stembedurl>One user even said President-elect Donald Trump may reverse all the last-minute changes Biden is bringing in once he takes office on Jan. 20.<stembedurl>https://stocktwits.com/PrudentInvestment/message/600079753</stembedurl>TSMC&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/taiwan-semiconductor-tops-analyst-estimates-posts-record-2024-revenue-fueled-by-ai/chGWVWMRZq">reported</a> record-breaking revenue of $26.36 billion for the December quarter, a 38.8% year-over-year increase that exceeded analysts’ expectations of $26.26 billion. For the full year 2024, the chip giant’s revenue rose nearly 34% year-on-year to $87.8 billion.Detailed earnings are&nbsp;due on Friday.&nbsp;<a href="https://stocktwits.com/symbol/TSM">TSMC’s stock</a> has nearly doubled in value over the last year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/applied-digital-q2-2025-earnings-hyperscaler-delays/chGqNViRVS">Applied Digital Dips Pre-Market On Hyperscaler Delays After Q2 Earnings Beat: Retail Remains Bullish On HPC Growth</a>

A smartphone displays the logo of Taiwan Semiconductor Manufacturing Company (TSMC) in front of a Huawei logo on October 24, 2024 in Chongqing, China. (Photo by Cheng Xin/Getty Images)

TSMC Stock Dips As Biden Reportedly Plans Another Round Of Export Curbs: Retail Wants To Buy The Dip Ahead Of Earnings

The push from the Biden administration follows revelations that TSMC-made chips were secretly supplied to Huawei despite existing restrictions.

Shares of Taiwan Semiconductor (TSM) surged in morning trade on Monday ahead of the chipmaking giant’s first earnings call of 2025.At the time of writing, <a href="https://stocktwits.com/symbol/tsm">TSMC share price</a> was up by more than 5%, hovering at $219.01.According to a report <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.moneydj.com/kmdj/news/newsviewer.aspx?a=aac84d0e-cce1-4fdc-a992-b0124d29b832&amp;c=MB010000">by</a> Chinese publication MoneyDJ, executives of Dutch multinational corporation ASML are also expected to&nbsp;visit TSMC’s headquarters in Taiwan.This is part of ASML’s annual visit to its clients in Asia.ASML makes lithography equipment used by semiconductor manufacturers. In addition to TSMC, some of its other customers include Intel Corp. (INTC) and Samsung Electronics Co. (SSNLF).Two other factors&nbsp;boosting TSMC stock include the upcoming speech by Nvidia CEO Jensen Huang at the Consumer Electronics Show (CES) 2025 and record revenues posted by Foxconn.Foxconn, formally known as Hon Hai Precision Industry, registered record revenues in the fourth quarter,&nbsp;up 15% year-on-year to NT$2.13 trillion (approx. $65.09 billion.)Retail sentiment on Stocktwits was&nbsp;trending in the ‘extremely bullish’ (87/100) territory, while message volume was ‘high’ (71/100).<figure class="image"><img style="aspect-ratio:645/145;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_01_06_223100_c6c2a53f0b.jpg" alt="TSM retail sentiment" width="645" height="145"><figcaption>TSM sentiment and message volume January 6, 2025, as of 11:50 am ET | Source: Stocktwits</figcaption></figure>Users on Stocktwits expressed optimism about TSM stock price.<stembedurl>https://stocktwits.com/FatmanEZ/message/598930327</stembedurl><stembedurl>https://stocktwits.com/Warren1989/message/598923982</stembedurl><stembedurl>https://stocktwits.com/cnbc69/message/598921338</stembedurl><stembedurl>https://stocktwits.com/macmachine3/message/598917918</stembedurl>TSMC’s stock price has gained more than 17.5% in the past six months and over 115% in the last year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/arbe-robotics-stock-skyrockets-ahead-of-ces-2025-announcement-in-collaboration-with-nvidia/chG5Ul2Rm5">Arbe Robotics Stock Skyrockets Ahead Of CES 2025 Announcement In Collaboration With Nvidia: Retail Extremely Bullish</a>

The close up image of the CPU and Motherboard - stock photo

Taiwan Semiconductor Stock Surges Ahead Of Earnings, ASML Executives' Reported Visit: Retail Extremely Bullish

Two other factors boosting TSMC stock include the upcoming speech by Nvidia CEO Jensen Huang at the Consumer Electronics Show (CES) 2025 and Foxconn’s record fourth-quarter revenue.

TSM Stock Surges Ahead Of Earnings Call, ASML Executives’ Reported Visit

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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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