SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray is trending as the community discusses the potential impact of cannabis rescheduling driven by speculation around potential executive action. Community members are weighing the potential for a short squeeze and significant price movement in the cannabis sector. The discussion also includes potential benefits to US companies and impact on the broader industry.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARBB is trending due to speculation of a potential short squeeze, driven by its low float and recent AI deal. Community members are actively discussing key breakout levels and anticipating a significant price surge. The stock is drawing comparisons to other low-float runners, fueling excitement around potential for substantial gains.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power ($SMR) is trending due to discussions around its potential role in powering AI data centers and a recent agreement with the Tennessee Valley Authority, though concerns persist around its financial performance and Fluor's stake monetization. The community is weighing the company's regulatory advantages and the increasing need for SMR technology against factors like potential share dilution and competition in the sector. Recent analyst target price reductions and overall nuclear sector bearishness may also be contributing to the conversation.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending due to positive reactions to its AI and autonomy day, with discussions focusing on the potential of its new in-house AI chip and self-driving capabilities. The community is weighing the company's advancements against competitors like Tesla and speculating on a possible short squeeze. Some investors are concerned about cash burn and the timeline for seeing returns on these new technologies.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

ASTS is trending amid discussions about the upcoming BlueBird 6 launch and its potential to challenge existing satellite internet providers like Starlink. Community members are closely monitoring launch cadences and the company's ability to execute its ambitious deployment plans in 2026. Bullish sentiment is fueled by the possibility of government contracts and the potential for a short squeeze, while bearish concerns linger around dilution and competition.

Aurora Cannabis, Inc. engages in the production, distribution, and sale of cannabis and cannabis-derivative products. It operates through the Cannabis and Plant Propagation segments. The company was founded by Terry Booth and Steve Dobler on December 21, 2006 and is headquartered in Edmonton, Canada.

Aurora Cannabis Inc

Aurora Cannabis (ACB) is trending as the cannabis sector reacts to reports suggesting the Trump administration may reclassify marijuana, potentially easing the tax burden for cannabis companies. The community is discussing ACB's potential to benefit from this policy shift, given its established global presence and recent earnings beat. Investors are weighing the overbought technicals against the potential for significant sector growth driven by federal policy changes.

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF

MSOS is trending as speculation mounts around potential federal cannabis policy changes, specifically regarding rescheduling. Community chatter revolves around whether an executive order will materialize, with some anticipating a significant sector-wide surge while others remain cautiously optimistic due to past disappointments. The ETF's exposure to US cannabis companies positions it to potentially benefit from any regulatory easing.

Gunz

Gunz ($GUN) is trending amid community excitement about potential breakouts and large whale buys, with some eyeing a return to all-time highs. The token is also getting attention due to its association with the Off The Grid (OTG) web3 game on the Avalanche network ($AVAX), leading to discussions about its tokenomics and potential for quick gains.

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

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending amid a leadership transition as the CEO steps down, sparking speculation about a strategy shift. A recent earnings beat and a substantial share buyback program are fueling bullish sentiment, although some express concerns about margin pressure and softness in the Americas. Community members are actively discussing the potential for a turnaround, especially with the brand's strong international growth.

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

Weedcoin

Weedcoin is trending as the community rallies around the culture it represents, emphasizing its organic growth and long-term vision within the evolving cannabis landscape. Discussions highlight the potential impact of cannabis reform, particularly the shift towards Schedule III, and the unique position of Weedcoin to capitalize on the cultural aspects of this changing industry. Community members express enthusiasm for Weedcoin's resilience and positive values, drawing parallels to Bitcoin while emphasizing its distinct cultural focus.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

<ul class="summary-bullets"><li>The Federal Reserve surprised markets by announcing $40 billion in monthly Treasury bill purchases on Wednesday.</li><li>Anthony Pompliano said that quantitative easing has historically redirected investors from cash to higher-risk assets.</li><li>He noted that long-duration assets tend to outperform during liquidity expansions.</li></ul>Pro Capital (BRR) CEO Anthony Pompliano said on Thursday that the Federal Reserve’s decision to restart balance-sheet expansion could set the stage for a broad rally in risk assets, including Bitcoin (BTC).<a href="http://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> fell nearly 3% in the last 24 hours, slipping under the $90,000 mark in midday trade. On Stocktwits, retail sentiment around the apex cryptocurrency remained in ‘neutral’ territory over the past day.&nbsp;Meanwhile, the U.S. Dollar Index (DXY)&nbsp;<a href="https://stocktwits.com/symbol/DXY">edged</a> 0.5% lower in midday trade, with retail sentiment trending in the ‘bearish’ zone over the past day amid ‘high’ levels of chatter.<h2 class="st-heading-2">Risk Assets Stand To Gain</h2>In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://pomp.substack.com/p/qe-is-back-and-asset-prices-are-going?publication_id=1383&amp;post_id=181330023&amp;triggerShare=true&amp;isFreemail=true&amp;r=6dosj5&amp;triedRedirect=true">post</a> on Substack, Pompliano wrote that periods of quantitative easing have historically lifted markets by pushing investors away from cash and toward assets that benefit from lower discount rates.&nbsp;He predicted that stocks, Bitcoin, and real estate typically outperform once policymakers increase the money supply and make borrowing cheaper. He also said the U.S. dollar and short-term cash-like instruments tend to weaken because yields fall and purchasing power erodes.Pompliano added that long-duration assets, including tech stocks and venture-backed companies, often see the strongest response because their valuations rely heavily on future cash flows, which become more attractive when rates drop. He noted that defensive sectors, traditional value stocks, and some commodities often lag during QE cycles because investor appetite shifts toward growth.The Technology Select Sector SPDR Fund (XLK) fell 1% in midday trade on Thursday, dragged down by Oracle’s (ORCL) most&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-shares-falls-on-q2-revenue-miss-orcl-stock-price-target-cut/cLIxBccREn3">recent earnings</a>. On Stockwits, retail sentiment around the ETF remained in ‘bullish’ territory over the past day. The iShares US Aerospace and Defense ETF (ITA), meanwhile, rose 1.7% with retail sentiment also trending in 'bullish' territory over the past day.<h2 class="st-heading-2">Fed Cut Overshadowed By Balance Sheet Move</h2>The Federal Reserve lowered its benchmark rate by 25 basis points on Wednesday, bringing the federal funds range to 3.50%–3.75%. The decision included three dissents, including two officials who supported no change and Fed Governor Stephen Miran, who preferred a deeper 50-basis-point cut.The rate move was widely expected on Wall Street. The unexpected development was the central bank’s plan to resume balance-sheet expansion by purchasing $40 billion in monthly Treasury bills, marking a return to asset accumulation after months of quantitative tightening.<h2 class="st-heading-2">Investors Position For A ‘Liquidity Wave’</h2>Pompliano said the renewed bond-buying will likely lower yields further and push investors into higher-risk corners of the market. When the Fed increases liquidity, borrowing costs fall, confidence improves, and asset demand rises, he wrote.He also pointed to several deflationary forces he believes are converging on the U.S. economy. According to Pompliano, trends in AI, robotics, and tariffs each carry deflationary effects on their own but together create conditions that could challenge the Fed’s ability to manage monetary policy effectively.Overall, Pompliano stated that the return of QE is likely to leave investors “very happy,” given its historical impact on asset prices. U.S. equities were mixed in midday trade on Thursday. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) was up 0.01%, the&nbsp;<a href="http://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) rose 1.27%, but the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) was down 0.67%. Retail sentiment around QQQ on Stocktwits fell into ‘extremely bearish’ territory from ‘bearish’ over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/paypal-faces-wall-street-pessimism-over-q4-slump-bofa-downgrades-stock/cLIxOKqREnX">PayPal Faces Growing Wall Street Pessimism Over Q4 Growth Slump – BofA Latest To Downgrade Stock</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Anthony Pompliano, Partner, Morgan Creek Blockchain Capital, on the CryptoConf Stage during day one of MoneyConf 2018 at the RDS Arena in Dublin. (Photo By Harry Murphy/Sportsfile via Getty Images)

Anthony Pompliano Says Fed Liquidity Move Could Lift Bitcoin And Tech Stocks, But Weigh On The Dollar 

In a Substack post, Pompliano stated that the return of quantitative easing is likely to leave investors “very happy,” given its historical impact on asset prices.

Equity

<ul class="summary-bullets"><li>Jensen Huang’s pitch to President Donald Trump centered on keeping Chinese developers tied to U.S. technology.</li><li>He reportedly said that long-term U.S. leadership in AI depends on ensuring that global developers continue to build on American platforms.</li><li>The export approval of Nvidia’s H200 chips has reportedly prompted Chinese government officials to hold emergency meetings with local tech giants like Alibaba.</li></ul>Nvidia CEO Jensen Huang reportedly&nbsp;spoke to President Donald Trump on the strategic importance of ensuring Chinese developers use American technology rather than China’s own tech stack&nbsp;to convince him to approve the export of Nvidia’s H200 chips to China.U.S. Commerce Secretary Howard Lutnick&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/live-tv/">told</a> CNBC on Thursday that the two discussed the deal at least a dozen times before it was finalized. He explained that Huang’s central argument was around long-term U.S. advantage in artificial intelligence.&nbsp;<blockquote>“They talked about it a lot. More than a dozen times.”Howard Lutnick, U.S. Secretary of Commerce</blockquote><a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> fell as much as 1.4% in pre-market trading. On Stocktwits, retail sentiment around the AI bellwether trended in ‘bearish’ territory over the past day.<h2 class="st-heading-2">Keeping Talent on American Platforms</h2>The CEO reportedly told Trump that if Chinese developers become accustomed to domestic technology, they would gain expertise that could eventually challenge U.S. leadership. By contrast, requiring them to work on American systems would maintain leverage, ensuring that Chinese developers remain partially dependent on U.S. innovations.China, on the other hand, has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-h200-export-prompts-emergency-meeting-with-alibaba-bytedance-tencent/cLIHRApRENU">reportedly</a> been holding emergency meetings with local tech giants like Tencent (TCEHY), ByteDance (BYTEDANCE), and Alibaba (BABA) to ascertain their demand for Nvidia’s H200 chips after the approval came in on Monday. Government officials will decide on how many chips, if any, to import once those numbers come in.&nbsp;A Financial Times report&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-to-reportedly-restrict-nvidia-h200-chip-use/cLIruVQREZO">said</a> Beijing still plans to restrict access to H200 chips even after the U.S. greenlight, signaling an effort to reduce domestic reliance on American GPUs.<h2 class="st-heading-2">Export Approval Comes With Fees, Limits</h2>Trump announced Monday that H200 exports would be permitted, subject to a 25% sales fee. The H200 is described as the “second-best” Nvidia chip permitted for shipment to China under U.S. rules. Blackwell-class B300 parts remain barred.The export approval followed months of debate between the two governments amid escalating competition over AI supply chains and the strategic role of Nvidia hardware in global development.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/paypal-faces-wall-street-pessimism-over-q4-slump-bofa-downgrades-stock/cLIxOKqREnX">PayPal Faces Growing Wall Street Pessimism Over Q4 Growth Slump – BofA Latest To Downgrade Stock</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump (L) invites Nvidia CEO Jensen Huang to speak in the Cross Hall of the White House during an event on "Investing in America" on April 30, 2025 in Washington, DC. (Photo by Andrew Harnik/Getty Images)

Nvidia CEO Reportedly Spoke To Trump On The Importance Of Keeping Chinese Developers On The American Tech Stack, Says Howard Lutnick

The Commerce Secretary told CNBC that the two met over a dozen times to discuss the possibly of exporting Nvidia’s H200 chips to China before making a decision.

Fed Watch: Will Jerome Powell Goose the Stock Market?

Healthcare and Energy stocks have perked up ahead of this meeting--should investors favor defensive positioning going forward?

<ul class="summary-bullets"><li>Citi revised MU’s price target to $300, up from $275, and reiterated a ‘Buy’ rating, as per TheFly.</li><li>HSBC and Deutsche Bank also maintained a ‘Buy’ rating on the stock with price targets of $330 and $280, respectively.&nbsp;</li><li>Citi expects the company’s results and outlook to be significantly above consensus estimates in its upcoming quarterly results scheduled for December 17. &nbsp;</li></ul>Micron Technology (MU) became one of the top-trending tickers on Stocktwits on Wednesday morning following multiple price target hikes on Wall Street.&nbsp;According to TheFly, Citi raised its target on the memory and storage solutions designer to $300 from $275. The firm reiterated a ‘Buy’ rating on the stock, joining Deutsche Bank and HSBC in their bullish view.&nbsp;This week, HSBC initiated coverage of MU with a ‘Buy’ rating and $330 price target, while Deutsche Bank raised its target on the stock to $280 from $200 with a ‘Buy’ rating, as per TheFly.<h2 class="st-heading-2">What’s Driving The Price Hikes?</h2>While Citi noted that MU will benefit from the "unprecedented increases" in DRAM (Dynamic Random Access Memory) pricing, HSBC noted that the market is severely underestimating the impact of the DRAM commodity rally while also not factoring in the upside from eSSD market share gain, adding that it believes there is "plenty of room for further growth”.DRAM is a high-speed working memory deployed in devices like computers and servers to store and process data. It is critical to power the growing demand for AI and surging data center workloads. According to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.trendforce.com/news/2025/11/19/insights-memory-spot-price-update-ddr5-prices-up-307-since-september-as-module-costs-poised-to-surge/">latest TrendForce report,</a> spot prices of DRAM DDR5 2Gx8 chips soared by over 307% from September to November.&nbsp;Analysts are focusing on MU ahead of its quarterly report, scheduled for December 17. Citi said in its note that it expects the company’s results and outlook to be significantly above consensus estimates.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around MU jumped from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume remained at ‘normal’ levels.<figure class="image"><img style="aspect-ratio:1283/162;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_10_at_6_36_34_PM_png_6f5eaa0081.webp" alt="Retail sentiment is at 'neutral' and message volume is at 'normal'." width="1283" height="162"></figure>One user indicated their ‘bullish’ stance on the stock and predicted it could hit $300. MU shares were trading around $253 levels at the time of writing.&nbsp;<stembedurl>https://stocktwits.com/Tradingistheway/message/638703589</stembedurl>Micron Technology shares are up about 0.6% pre-market at the time of writing.&nbsp;<a href="https://stocktwits.com/symbol/MU">Shares of Micron Technology</a> are up over 189% year-to-date and have surged by over 257% in the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone held in a hand shows the logo of Micron Technology Inc. 

MU Stock In Spotlight Following Multiple Price Target Hikes – Citi Believes Micron Will Benefit From Unprecedented Increases In DRAM Pricing 

Micron Technology shares have surged over 189% in the past year amid the rally of dynamic random access memory chips.

Tech ETF XLK on Its Way for Longest Rally Since 2020: Here's How

XLK hits a multi-year streak, helped by semiconductor and software. ETFs like XSW and SMH may gain strength with strong growth outlooks.

Top-Ranked ETFs to Power Your Portfolio Higher 

With market tailwinds building and optimism returning, these top-ranked ETFs can help investors capture momentum safely.

<ul class="summary-bullets"><li>Four senior leaders are exiting, marking Apple’s most concentrated leadership turnover in years.</li><li>Meta is aggressively poaching Apple’s design and AI talent, underscoring intensifying competition for hardware-software visionaries.</li><li>Despite stock strength, concerns linger over Apple’s reliance on incremental upgrades and the absence of a breakthrough product since the iPhone.</li></ul>Apple, Inc. (AAPL) has long been a safe bet for both investors and employees. When all the other high-and-mighty tech names let go of their workforce in droves during the 2022 inflation-induced economic softness, Cupertino chose to preserve its workforce. But now there seems to be a shakeup in the top echelons of Apple’s leadership.&nbsp;Just this week, as many as four key C-suite executives have been confirmed to leave. Is Apple no longer a cool place to work? Or is it a signal that Apple’s future hasn’t offered these executives any conviction?<h2 class="st-heading-2">Apple’s Leadership Flux</h2>The week began with Apple<a href="https://stocktwits.com/news-articles/markets/equity/hey-siri-is-apple-done-sleeping-on-ai/cLIaWenRE0i">&nbsp;confirming</a> that its artificial intelligence (AI) chief, John Giannandrea, would retire after nearly seven years at the company. Investors took the move in their stride as <a href="https://stocktwits.com/symbol/AAPL">Apple’s stock</a> ended Monday’s session at a fresh record of $283.10. Apparently, they were excited about the new hire, Amar Subramanya — an ex-Microsoft executive.Deepwater Asset Management Managing Partner Gene Munster saw Giannandrea’s retirement and Subramanya’s appointment as good news for Apple, signaling CEO Tim Cook’s intention to have serious AI features.After rumors that Alan Dye, Apple’s long-serving head of user interface (UI) design — most recently behind the "Liquid Glass" rollout — was leaving the company circulated, Meta’s Mark Zuckerberg confirmed the move on Thread. He also stated that Billy Sorrentino, who served as Senior Director of the Apple Design Team for a decade, has joined Meta.&nbsp;The mandate for these executives — “elevate design within Meta, and pull together a talented group with a combination of craft, creative vision, systems thinking, and deep experience building iconic products that bridge hardware and software.”&nbsp;There have also been executive moves in staff functions. Apple released a statement on Thursday that Kate Adams, who has served as General Counsel since 2017, will step down and be replaced by Jennifer Newstead, effective March 1, 2026. Incidentally, Newstead is poached from Meta, where she currently serves as the chief legal officer. Apple’s VP for Environment, Policy and Social Initiatives, Lisa Jackson, will also retire in January.&nbsp;<h2 class="st-heading-2">Was Jony Ive The First Trigger?</h2>The design team at Apple, behind iconic products that deliver an excellent user experience — one of their key selling points — has been whittled down since its legendary Chief Design Officer, Jony Ive, left Apple in 2019. He quit to start his own venture, LoveForm, but continued to work with Apple as a client until mid-2022. The core of the design team left along with him for his venture. Ive has since forged a partnership with Sam Altman’s OpenAI to create a palm-sized device without a screen that can take audio and visual cues from the physical environment and respond to users’ requests.&nbsp;In July, Meta hired AI foundation model chief Ruoming Pang, absorbing him into its newly set-up Superintelligence Group, reportedly at a jaw-dropping annual compensation of $200 million.&nbsp;<h2 class="st-heading-2">Losing The Midas Touch?</h2>Ever since the baton passed to Cook, hardware design hasn’t undergone any radical changes, leaving a large chunk of investors and users fuming. The oft-heard comment ahead of key product launches is that Apple often makes only incremental changes — minor tweaks or feature updates — rather than launching truly new or revolutionary products.iPhone has remained Apple’s cash cow for a long time, and in fiscal year 2025, which ended in September, it accounted for half of the company’s total revenue.&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Apple’s Annual Revenue vs. iPhone Revenue (Since 2016)<img src="https://news.stocktwits-cdn.com/Screenshot_2025_12_05_at_6_11_06_AM_png_1b62ecfe27.webp" alt="Screenshot 2025-12-05 at 6.11.06 AM.png">Chart courtesy of The FlyReliance on the iPhone has declined over the years, primarily due to the Services segment's rising share. Since the 2007 launch of the iPhone, Apple’s attempts to unveil the next big thing have not been successful. After dabbling with an electric vehicle venture for about a decade,&nbsp;reportedly pouring over $10 billion into it, the company pulled the plug on the project. Its Vision Pro reality headset, launched amid considerable fanfare in 2023, hasn’t seen any meaningful uptake.Apple Stock On TearApple stock has been an outperformer in recent sessions, but don’t get fooled by the year-end run.&nbsp;It is typical of the stock to rally into the year-end.<img src="https://news.stocktwits-cdn.com/Apple_stock_png_9b39d5c27a.webp" alt="Apple stock.png">Source: KoyfinRetail traders have begun to warm to the stock following its recent surge. On Stocktwits, retail sentiment toward the stock has turned ‘bullish’ after being ‘neutral’ at the start of the year. The message volume on the stream is at ‘high’ levels.<img src="https://news.stocktwits-cdn.com/Screenshot_2025_12_05_at_6_49_10_AM_png_ba8251dbb6.webp" alt="Screenshot 2025-12-05 at 6.49.10 AM.png">Apple stock has gained 12.6% this year, after being in the red until late September. According to Koyfin, the average 12-month analysts’ price target for the stock is $283.58, implying merely 1% upside from current levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/meta-seems-to-be-pulling-the-plug-on-metaverse-after-burning-billions/cLI1CD8REjs">&nbsp;Zuckerberg’s Metaverse Was Supposed To Change Everything — Instead, Meta Seems To Be Pulling The Plug After Burning Billions</a>

onsumers pass by Apple's new iPhone store in Shanghai, China, on July 14, 2025. 

The Great Apple Exodus: What A Wave Of High-Profile Executive Exits Says About Cupertino’s Future

Apple, Inc. (AAPL) has long been a safe bet for both investors and employees. When all the other high-and-mighty tech names let go of their workforce in droves during the 2022 inflation-induced economic softness, Cupertino chose to preserve its workforce.

What A Wave Of High-Profile Executive Exits Says About Cupertino’s Future

A flurry of high-profile departures is reshaping Apple’s upper ranks just as the company grapples with questions about its design mojo and its next big product. 


<ul class="summary-bullets"><li>Tristan Gruska, Palantir’s head of energy and infrastructure, called the energy buildout “the industrial challenge of our generation.”</li><li>U.S. data-center power demand could reach 106 GW by 2035, BloombergNEF reported earlier this year, a 36% increase over previous forecasts.</li><li>The move marks an expansion of Palantir’s partnerships with both Nvidia and CenterPoint Energy.&nbsp;</li></ul>Palantir (PLTR) announced on Thursday a new product called Chain Reaction, a software platform meant to help build and manage U.S. artificial intelligence infrastructure.The company is betting it can solve one of the biggest choke points in the AI boom, the energy grid. It’s bringing in two founding partners, CenterPoint Energy (CNP), one of the country’s largest utilities, and Nvidia (NVDA).<a href="https://stocktwits.com/symbol/PLTR/sentiment">Palantir’s stock</a> edged 0.04% higher in pre-market trade, with retail sentiment on Stocktwits improving to ‘bearish’ from ‘extremely bearish’ over the past day. Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> rose 0.5%, with retail sentiment trending in ‘bearish’ territory over the past day.&nbsp;<a href="https://stocktwits.com/symbol/CNP/sentiment">CNP’s stock</a> also had retail sentiment trending in ‘bearish’ territory, but with ‘high’ levels of chatter, as it moved 0.08% higher in pre-market trade.<h2 class="st-heading-2">AI Build-Out Choke Points</h2>Palantir said the biggest constraint on AI innovation is no longer model development but access to power and high-performance computing hardware, both of which are increasingly strained by rising data-center demand.Chain Reaction is meant to coordinate all the players involved — energy utilities, power grid operators, data-center builders, and infrastructure companies — so they can expand faster.The energy infrastructure buildout is the industrial challenge of our generation,” said Tristan Gruska, Palantir’s head of energy and infrastructure. “But the software that the sector relies on was not built for this moment.”U.S. data center power demand could reach 106 GW in 2035, BloombergNEF&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://about.bnef.com/insights/clean-energy/ai-and-the-power-grid-where-the-rubber-meets-the-road/">said</a> Monday. The latest forecast is 36% higher than its previous April prediction. According to a McKinsey&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/the-cost-of-compute-a-7-trillion-dollar-race-to-scale-data-centers">report</a>,&nbsp; by 2030, data centers are projected to require $6.7 trillion worldwide to keep pace with the demand for compute power.&nbsp;<h2 class="st-heading-2">Expanding Partnerships With CenterPoint, Nvidia</h2>CenterPoint, headquartered in Houston, serves roughly 7 million electric and gas customers across Texas, Indiana, Minnesota, and Ohio. The utility’s initial partnership with Palantir followed Hurricane Beryl in 2024, when it&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.centerpointenergy.com/en-us/corporate/about-us/system-wide-resiliency-plan">committed</a> to building the most resilient coastal grid in the country and selected Palantir as its software backbone.&nbsp;Nvidia is also extending its collaboration with Palantir, after teaming up with the company in October to integrate Palantir’s AIP and Ontology systems with Nvidia’s Nemotron models, CUDA-X libraries, and accelerated computing hardware.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-sp500-futures-muted-crm-snow-nflx-stocks-to-watch/cLILq03RESI">Nasdaq, S&amp;P 500 Futures Pause Ahead Of Key Jobs Data: Why CRM, SNOW, NFLX, MSFT, AI Are On Traders' Radar</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of the data analysis company Palantir can be seen at the company's headquarters. 

Palantir Launches ‘Chain Reaction’ In Partnership With Nvidia, CenterPoint Energy To Tackle AI’s Biggest Bottleneck – The Energy Grid

Palantir said the biggest constraint on AI innovation is access to power and high-performance computing hardware, which it is looking to address with its new product.

<ul class="summary-bullets"><li>The Siri personal digital assistant (PDA), launched in 2011, was Apple’s first brush with AI.</li><li>Munster sees Subramanya’s hiring as a sign that Apple’s committed to substance behind its AI features.</li><li>The consumer AI market, estimated at $118.65 billion in 2025, will grow at a compounded annual growth rate of 29% to $1.5 trillion by 2035, according to market research.</li></ul>After ChatGPT’s breakout in early 2023,&nbsp;artificial intelligence (AI)&nbsp;quickly became the industry’s favorite buzzword. Everyone — even&nbsp;the loosely connected&nbsp;— rushed onto the AI bandwagon. Apple, though, held back. The company&nbsp;did make its move, but it remained a cautious adopter.That hesitation turned out to be a blessing in disguise last month as skepticism around AI grew. While AI leaders Nvidia (NVDA) and Meta Platforms (META) slid nearly 3% and 13% in November,<a href="https://stocktwits.com/symbol/AAPL">&nbsp;Apple’s stock</a> held steady and even rose about 3%.&nbsp;But how much longer can Apple afford to play it safe?<img src="https://news.stocktwits-cdn.com/Apple_vs_AI_megacaps_png_cf9ca5e384.webp" alt="Apple vs AI megacaps.png">Source: Koyfin<h2 class="st-heading-2">Cupertino Too Slow On The AI Gun?</h2>Apple, in fact, began its AI pursuits quite early. The Siri personal digital assistant (PDA), launched in 2011, was Apple’s first brush with AI, but rivals now have far superior versions of the same. The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.apple.com/in/newsroom/2018/12/john-giannandrea-named-to-apples-executive-team/">poached</a> Google executive John Giannandrea as its AI head as early as 2018. At Google, Giannandrea was leading Search and AI. When&nbsp;Apple roped him in, top management&nbsp;hoped there would soon be an integrated approach to crack the AI code, but it was not to be. Other tech companies doubled down on their AI efforts, launching breakthrough products and services, but Apple had to be content with rolling out basic AI features.The Tim Cook-led company unveiled its version of AI, dubbed Apple Intelligence, in June 2024 during the year’s annual Worldwide Developers Conference (WWDC) as a built-in feature of iOS 18, iPadOS 19, and macOS Sequoia. It began rolling out AI features in its flagship product, iPhones, in late 2024,&nbsp;but these&nbsp;were considered very basic compared to the progress peers had made.A few factors explain the lag. Apple historically tends to wait until others improve a technology, then bring its expertise in design and user-friendliness to the product, according to a Bloomberg<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=xZD8_imniuo">&nbsp;report.</a> Also, Apple’s privacy mantra prevents it from&nbsp;building an extensive dataset to effectively train its foundational models.At WWDC 2024, Apple announced a partnership with OpenAI to integrate ChatGPT into its experiences. In China, the company is teaming with Alibaba to roll out its AI features.&nbsp;According to Bloomberg’s Mark Gurman, Apple is close to announcing a multi-billion-dollar deal to integrate Google’s Gemini large-language model (LLM) for the overhaul of Siri. Rumors&nbsp;of Apple buying Perplexity also circulated at one point.&nbsp;On Apple’s fourth-quarter earnings call, when Apple was asked about capital expenditure on data centers, CFO Kevan Parekh said, “I don't see us moving away from this hybrid model where we leverage both first-party capacity as well as leverage third-party capacity.”<h2 class="st-heading-2">Apple's Massive Consumer AI Opportunity</h2>Apple has a massive installed base of active devices, including iPhones. iPhone sales growth has stagnated due to a tepid demand outlook amid macroeconomic travails, the company's travails in China amid the country's standoff with the U.S., and the lack of meaningful upgrades. The integration of AI is widely seen as a key factor in kickstarting new adoption and upgrades.According to Future Market Insights, the consumer AI market,<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.futuremarketinsights.com/reports/consumer-facing-ai-products-market?utm_source=chatgpt.com">&nbsp;estimated</a> at $118.65 billion in 2025, will grow at a compounded annual growth rate of 29% to $1.5 trillion by 2035. "The market's expansion is fueled by rising consumer demand for personalized, efficient, and intuitive solutions that streamline tasks and improve convenience," the firm said.<h2 class="st-heading-2">Is Apple Remedying Its Pitfall?</h2>After a long delay, Apple could be closing in on the launch of its AI-powered Siri as early as next year, giving a thrust to all its hardware products.After Giannandrea's eight-year stint failed to yield the desired results, the company is looking elsewhere to spearhead its AI efforts. The company announced Monday that the executive will step down as SVP of Machine Learning and AI strategy after a transition period and named Microsoft's AI chief, Amar Subramanya, as his replacement. The new hire, while reporting to SVP, Software Engineer Craig Federighi, will lead critical areas, including Apple Foundation Models, ML research, and AI Safety and Evaluation.Subramanya's LinkedIn profile shows he has a doctoral degree from the University of Washington. After a 16-year stint at Google, he joined Microsoft as Corporate VP, AI, in July this year.Commenting on the new hire, Cook said, "AI has long been central to Apple's strategy, and we are pleased to welcome Amar to Craig's leadership team and to bring his extraordinary AI expertise to Apple." The company also sees the change as an "exciting new chapter as Apple strengthens its commitment to shaping the future of AI for users everywhere."Deepwater Asset Management's Gene Munster sees the executive change as a signal that the new Siri is on track for a Spring release. He also believes Giannandrea may have asked to retire, given he still has five good years left by Apple's standards. "Shows Cook is serious about having substance behind their AI features," he added.<h2 class="st-heading-2">AAPL Bracing For Year-end Run?</h2>On Monday, Apple stock climbed 1.53%, belying the broader market pullback. The stock has been setting fresh peaks, aligning with the typicality of a run into the year-end. The stock's gain since the AI mania began in 2023 pales in comparison to its megacap tech peers, except Microsoft.&nbsp;<img src="https://news.stocktwits-cdn.com/Apple_vs_megacap_techs_since_2023_png_6e64320947.webp" alt="Apple vs megacap techs since 2023.png">Source: KoyfinApple retail traders have slowly begun warming to the stock, with the sentiment meter on Stocktwits platforms showing a reading consistent with a 'bullish' mood, an improvement from the bearish sentiment seen for much of the year.<img src="https://news.stocktwits-cdn.com/Screenshot_2025_12_02_at_3_38_15_AM_png_e8c32b0e8a.webp" alt="Screenshot 2025-12-02 at 3.38.15 AM.png">The analysts' average stock price target for the stock ($281.75) implied less than 1% upside following its recent run. Of the 48 analysts covering the stock, 29 rate Apple either as 'Strong Buy' or 'Buy,' and 15 remain on the sidelines. The stock has a sell call from four analysts.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-s-ai-heatwave-casts-a-market-halo-retail-now-crowns-googl-the-top-long-term-cloud-bet/cLI7gwTREiV"> Alphabet's AI Heatwave Casts A Market Halo? Retail Now Crowns GOOGL The Top Long-Term Cloud Bet — Even Over Amazon</a>

Customers visit an Apple store at a shopping mall in Kuala Lumpur, Malaysia, on July 15, 2025. 

Hey Siri, Is Apple Done Sleeping On AI? Wall Street Is Hunting For Clues Of An Awakening

After years of slow-walking AI, Apple is reshuffling leadership, leaning on partners, and preparing a Siri overhaul that could ignite its massive device base, just as retail sentiment turns. 

The Zacks Analyst Blog Highlights XLK, IYW, KNCT, RSPT, XSW, FITE and IGPT

XLK leads a volatile tech space as shoppers hunt value and undervalued ETFs like KNCT, RSPT and XSW draw attention after Black Friday softness.

XLK
Technology Select Sector SPDR Fund

Feed

News

Sentiment

Fundamentals

Info

Latest XLK News

XLKTechnology Select Sector SPDR Fund