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Invesco QQQ Trust Series 1

nLIGHT, Inc. engages in the provision of semiconductor and fiber lasers for aerospace and defense, industrial, and microfabrication applications. It operates through the Laser Products and Advanced Development segments. The Laser Products segment designs, manufactures, and sells a range of semiconductor lasers and fiber lasers that are typically integrated into laser systems or manufacturing tools built by customers. The Advanced Development segment focuses on research, design, and prototyping of next-generation laser technologies, leveraging expertise in laser technology, development, beam control, and advanced optics. The company was founded by Scott H. Keeney, Mark DeVito, and Jason Farmer in June 2000 and is headquartered in Camas, WA.

nLIGHT Inc

nLIGHT ($LASR) is trending, with community members highlighting its potential involvement in the "Golden Dome" defense project and recent strong earnings. Some see a breakout opportunity if it can push through range highs on volume, while others discuss the company's technology and growth potential in the aerospace and defense sector. There is also discussion around possible short attacks.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending downwards as investors react to concerns about AI revenue specifics and lower margin expectations despite strong earnings and a substantial AI product backlog, leading to a significant stock decline. The community is debating whether this drop is an overreaction or a correction, with some seeing a buying opportunity while others anticipate further declines. Some traders point towards analysts' upgrades and strong fundamentals as reasons for an imminent rebound.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending downwards as the community discusses recent price drops and potential support levels, with some speculating about market manipulation and tax-loss harvesting. Concerns about an AI bubble and the company's debt are circulating, while others maintain a long-term bullish outlook based on IREN's Microsoft deal and growth potential in the data center space. Community members are debating the impact of Bitcoin's performance and potential news catalysts on IREN's future price movement.

Radiopharm Theranostics Ltd. operates as a pre-clinical and clinical research company. It focuses on the development of radiopharmaceutical products for diagnostic and therapeutic uses in areas of high unmet medical need. The company is founded by Paul A. Hopper in 2021 headquartered Carlton, Australia.

Radiopharm Theranostics Ltd - ADR

RADX is trending due to positive interim data from its RAD 101 Phase 2b imaging trial, showing promising results in brain metastases patients. The community is discussing the potential for a short squeeze and speculating on price targets, with some highlighting the company's cash runway through 2026. High trading volume and aggressive volatility, paired with a webinar scheduled, are contributing to the heightened interest.

AMC Robotics Corp. engages in developing and deploying AI-enabled robotics and smart security solutions, especially for warehouse automation, enterprise security, robotics patrol/incident-response and logistics automation. The company is headquartered in New York, NY.

AMC Robotics Corp.

AMCI is trending due to a significant surge in price and volume, sparking discussions about a potential short squeeze. The community is actively debating its overnight trading activity and potential for further gains, drawing comparisons to other high-flying stocks. Some traders are pointing to the company's focus on AI-powered robotics as a reason for optimism, while others are wary of a potential pump and dump.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

Compound's price action is sparking debate, with some traders calling out potential pump-and-dump schemes while others see an opportunity amidst market volatility. Community members are weighing the impact of treasury levels, governance, and competition from other DeFi protocols like AAVE. Discussions also touch on potential real-world asset (RWA) tokenization and the Compound Foundation's activities.

Didi Global, Inc. engages in the operation of mobility platforms that provides ride hailing and other related services. It operates through the following segments: China Mobility, International, and Other Initiative. The China Mobility segment consists of ride hailing, taxi hailing, chauffeur and hitch services. The International segment includes ride hailing and food delivery services in international markets, outside of China. The Other Initiatives segment mainly consists of bike and e-bike sharing, certain auto solutions, intra-city freight, community group buying, autonomous driving, and financial services. The company was founded by Wei Cheng, Qing Liu, Bo Zhang and Rui Wu on January 11, 2013 and is headquartered Beijing, China.

DiDi Global Inc - ADR

DiDi Global (DIDIY) is trending due to speculation around its potential Hong Kong relisting, fueled by positive movement in Chinese markets and analyst upgrades. The community discusses the likelihood of the relisting, potential timelines, and the impact of share buybacks and the recent class action settlement. Some investors express frustration with the stock's volatility while remaining optimistic about its long-term potential, especially in the robotaxi market.

Numeraire

Numeraire is trending amid discussions of its low circulating supply and potential for significant price movement, with some community members eyeing previous all-time highs. Talk centers on its unique position as an AI-driven crypto hedge fund and speculation that major players are accumulating the token. Recent performance and the possibility of increased AUM are also fueling bullish sentiment.

The Render Network is a leading decentralized GPU compute platform for applications ranging from 3D rendering to machine learning and generative AI.  The network connects node operators looking to monetize their idle GPU compute power with artists and developers looking to scale intensive 3D rendering work and machine learning applications in the cloud. Through a decentralized peer-to-peer network, the Render Network achieves unprecedented levels of scale, speed, and economic efficiency. Facilitated by the Render Network Foundation, the ecosystem empowers artists and developers to build services and applications for the emerging digital economy.

Render Token (SOL)

Render Token is trending as the community discusses its potential amidst market volatility and broader conversations around AI and decentralized computing. Community members are weighing the token's long-term potential against recent price action, with some expressing concerns about its chart while others remain optimistic, anticipating a future surge driven by its utility and connection to the AI sector. Discussions also include Render's relationship to developments in the Starknet ecosystem and potential impacts from wider crypto market trends.

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 amid discussions about nuclear energy's role in powering AI data centers, spurred by supportive policy headlines and endorsements. However, concerns linger regarding the company's financial health, potential share dilution, and competition within the sector, leading to mixed community sentiment. Some traders are closely watching key support levels and potential catalysts for a rebound, while others express strong skepticism about the company's near-term prospects.

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Reliance Industries Ltd.

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<ul class="summary-bullets"><li>Disney becomes Sora’s first content-licensing partner and invests $1B in OpenAI, gaining AI capabilities and future equity rights.</li><li>OpenAI gets funding relief amid massive projected losses; Disney seeks engagement&nbsp;boost across streaming and parks.</li><li>Disney shares remain muted, up just 0.5% YTD, with retail sentiment still bearish.</li></ul>The Mouse House has&nbsp;finally jumped on the artificial intelligence (AI) bandwagon, teaming up with the technology’s ‘OG’ innovator, OpenAI. The moot point is whether this partnership is&nbsp;a substantial “win-win” opportunity or merely a headline-grabbing alignment.At least, investors have taken the news positively,&nbsp;as seen from the&nbsp;<a href="https://stocktwits.com/symbol/DIS">Disney stock</a> rising 2.4% on Thursday.<h2 class="st-heading-2">Disney’s Deal Snippets</h2>-Disney becomes Sora’s first content licensing partner, as part of a three-year contract.-Based on user prompts, Sora can now generate videos, drawing from a set of over 200 characters from Disney, Marvel, Pixar, and Star Wars.-Disney becomes&nbsp;an&nbsp;OpenAI customer (will use OpenAI’s APIs to build new products, tools, and experiences, and deploys ChatGPT to its employees).The highlight of the deal terms is a $1 billion investment Disney has agreed to make in&nbsp;<a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a>, which&nbsp;is currently raking up mammoth losses. It would also receive warrants that can be used to purchase additional equity.<h2 class="st-heading-2">Win-Win Or It So Seems?</h2>Walt Disney CEO Bog Iger was upbeat about the&nbsp;partnership. Speaking on CNBC’s Squawk on the Street on Thursday, he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/12/11/disney-open-ai-iger-altman.html">said</a> the company’s $1 billion equity investment is a “way-in” to AI,&nbsp;and&nbsp;would have a potential long-term impact&nbsp;at Disney.<blockquote>“We want to participate in what Sam is creating, what his team is creating…We think this is a good investment for the company.”</blockquote>For OpenAI, the $1 billion&nbsp;cheque –&nbsp;and future&nbsp;potential investments by Disney –&nbsp;are only a drop in the bucket.&nbsp;It is burdened by massive losses stemming from&nbsp;its&nbsp;huge investment in training AI models and the&nbsp;supporting cloud infrastructure.HSBC estimates that OpenAI is on track to incur losses at least until 2030, according to a Financial Times report.&nbsp;Losses are seen increasing from $17.72 billion in 2025, peaking at over $108 billion in 2029, and narrowing to $77 billion in 2030.<figure class="image"><img style="aspect-ratio:600/371;" src="https://news.stocktwits-cdn.com/Open_AI_s_Estimated_Losses_in_Billions_png_aa6dca42de.webp" alt="OpenAI's Estimated Losses (in Billions).png" width="600" height="371"></figure>HSBC data source via Financial TimesIn any case, a partnership and investment with a media group as iconic as Disney is a welcome development for OpenAI.At a time when the media and entertainment industry is undergoing a significant consolidation, this AI trump card&nbsp;with Disney could serve it well in the near term. Theater attendances are yet to return to pre-pandemic levels, and its streaming business&nbsp;faces&nbsp;cutthroat competition. The AI-generated content may help reinvigorate engagement on the company’s streaming platforms.Following&nbsp;Disney’s fourth-quarter results in mid-November, Evercore ISI analyst Kutgun Maral said the&nbsp;company’s&nbsp;FY26 outlook was conservative amid macro uncertainties. Nevertheless, the analyst said Disney's "strong track record and strategic investments position it well for sustained growth.”&nbsp; While lowering Disney’s stock price target by $11 to $130, Rosenblatt Securities flagged concerns about a notable deceleration in domestic parks.In a post on X, the founder of video analytics company Delmondo, Nick Cicero, said Disney had solved two existential problems with the OpenAI deal. &nbsp;&nbsp;&nbsp;-Creators making billions of views worth of unauthorized Disney content-Kids are spending more time on YouTube than Disney+Cicero feels the move is about revenue physics, rather than tech:<blockquote>“Sora gives Disney its first scalable way to pull creator-made content into its own premium ecosystem — brand-safe, trackable, legal, and ready for CTV monetization.”&nbsp;</blockquote><h2 class="st-heading-2">Disney Takes On Google</h2>In an interesting turn of events, close on the heels of striking the OpenAI partnership, Disney reportedly sent a “cease-and-desist” letter to Google over the unauthorized use of its work by the latter’s Gemini large-language model (LLM), Axios&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.axios.com/2025/12/11/disney-google-ai">reported,</a> citing a copy of the letter it obtained.<h2 class="st-heading-2">Tracking Disney’s Trajectory</h2>After a forgettable first three months, Disney’s stock took off strongly&nbsp;in May, as the company&nbsp;posted&nbsp;a second-quarter beat and raised its full-year forecast, buoyed by strong performances by its theme parks and streaming business.The euphoria lasted through June before fading, and the stock has been stuck in a sideways trending channel since then.<img src="https://news.stocktwits-cdn.com/Disney_YTD_stock_move_png_5aa9b6df39.webp" alt="Disney YTD stock move.png">Source: KoyfinThe stock is barely (+0.50%) in positive territory for the year.<h2 class="st-heading-2">Retail’s Downbeat</h2>The AI plunge hasn’t made a world of good for Disney,&nbsp;at least in the eyes of retail investors. On Stocktwits, retail sentiment toward the stock is stuck in ‘bearish’ as of early Friday. The mood toward the stock has largely been downbeat for much of this year.<figure class="image"><img style="aspect-ratio:717/448;" src="https://news.stocktwits-cdn.com/DIS_RS_png_5c7e382566.webp" alt="DIS-RS.png" width="717" height="448"></figure>&nbsp;&nbsp;Disney’s stock is currently trading at a discount of about 20% relative to the one-year consensus price target&nbsp;from analysts, according to Koyfin.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/san-disk-outperforms-western-digital-with-600-ytd-gain-climbed-to-top-of-s-and-p-500-winners-list/cLICWXGREFL">SanDisk Outperforms Former Parent Western Digital With Nearly 600% YTD Gain — And Climbed To Top Of The S&amp;P 500 Winners List: What Drove The Explosive Rally?</a>

A statue of Walt Disney and Mickey Mouse stands in a garden in front of Cinderella's Castle at the Magic Kingdom Park at Walt Disney World on April 3, 2025, in Orlando, Florida. 

Disney Offers A Boost To OpenAI With $1B Investment — and Grabs a Spot in the AI Race: A Win-Win  Deal?

Disney’s $1B OpenAI partnership offers strategic AI entry and content advantages, but investor sentiment remains muted as the stock trades sideways despite potential long-term benefits.

Equity

Disney’s $1B OpenAI partnership offers strategic AI entry and content advantages, but investor sentiment remains muted as the stock trades sideways despite potential long-term benefits.


$72B Streaming Deal: ETFs to Gain From Netflix's Warner Bros. Takeover 

Netflix's $72B move for Warner Bros. reshapes streaming and puts a spotlight on ETFs like FDN that are positioned to benefit from its potential gains.

Meta Platforms (META) is reportedly re-engaging with news publishers, marking a shift from its 2022 decision not to renew its content partnerships.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.axios.com/2025/12/05/meta-ai-deals-news-publishers">report</a> by Axios, Meta has struck several commercial AI data agreements with publishers, including USA Today, People Inc., Fox News, The Daily Caller, Washington Examiner, and Le Monde.&nbsp;The new deals reflect Meta’s effort to secure training data and licensed content for its AI systems at a time when the industry is moving toward formal agreements rather than relying on unlicensed scraping to better compete against the likes of Perplexity, Google’s Gemini 3, and OpenAI’s ChatGPT.While financial terms were not reported, Axios described the partnerships as commercial data deals aimed at feeding Meta’s AI products.&nbsp;<a href="https://stocktwits.com/symbol/META">Meta’s stock</a> edged 0.5% higher in pre-market trade with retail sentiment around the company trending in ‘bearish’ territory even as chatter rose to ‘high’ from ‘low’ levels over the past day.&nbsp;<h2 class="st-heading-2">Rivals Expand Their Own Publisher Partnerships</h2>Meta’s move comes as competitors have also broadened their relationships with news organizations. Perplexity announced its revenue-share model in August 2025, committing an initial $42.5 million to compensate publishers whose articles appear in AI queries on its platform and Comet browser.&nbsp;Under the structure, publishers receive 80% of subscription revenue tied to services like Comet Plus. On Stocktwits, retail sentiment around Perplexity trended in ‘extremely bullish’ territory, accompanied by ‘high’ levels of chatter.OpenAI has signed deals with more than 20 outlets, including The Guardian in February, The Associated Press, Politico, Vox Media, and Wired. The partnerships allow content to appear in ChatGPT with attribution and payment. On Stocktwits, retail sentiment around OpenAI was in ‘bearish’ territory at the time of writing.Alphabet (GOOG, GOOGL)-backed Google has been pushing for news partnerships as it builds out Gemini. The company partnered with the Associated Press in January, followed by the Australian Associated Press in August, to deliver real-time news feeds for Gemini responses. The company is also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://finance.yahoo.com/news/googles-ai-licensing-deal-20-222900443.html">reportedly</a> exploring pilot licensing arrangements with about 20 additional national publishers to expand AI content sourcing.<h2 class="st-heading-2">Meta’s Strategic Pivot</h2>Meta AI is integrated across Facebook, Instagram, WhatsApp, and Messenger. The new content deals will allow its AI chatbot to provide real-time answers with proper attribution and link users directly to publishers’ websites.These agreements, similar to the company’s prior deal with Reuters, are multiyear contracts that compensate publishers for the use of their content. According to the report, Meta plans to expand partnerships, topics, and features over time to deliver a wider range of verified news, entertainment, and lifestyle content.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-drops-below-92000-with-xrp-sol-leading-losses-among-major-tokens/cLISPRGREk5">Bitcoin Drops Below $92,000 With XRP, Solana Leading Losses Among Major Tokens – Analyst Blames Banking Liquidity Crunch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Meta logo is displayed during the Viva Technology show at Parc des Expositions Porte de Versailles on May 22, 2024 in Paris, France. (Photo by Chesnot/Getty Images)

Meta Rekindles Publisher Partnerships As AI Race Intensifies Against OpenAI, Perplexity, Gemini: Report

According to a report by Axios, Meta has struck several commercial AI data agreements with publishers including USA Today, Fox News, and Le Monde. 

<ul class="summary-bullets"><li>Meta’s metaverse rollout struggled from the start, hampered by poor adoption.</li><li>Reality Labs has become a significant financial drag, posting massive operating losses that now look increasingly unsustainable as AI capex demands rise.</li><li>The company is prioritizing AI leadership over reviving its metaverse vision.</li></ul>Has Mark Zuckerberg’s metaverse dream come crashing down? It has been four years since the billionaire took the leap of faith toward the concept, reasoning that it was the successor to the mobile internet.If rumors are anything to go by, Meta Platforms, Inc. (META) is mulling cutting 30% of the budget earmarked for the metaverse.&nbsp;<h2 class="st-heading-2">Big Vision That Didn’t Quite Take Off</h2>Announcing the fancy concept at the Meta Connect 2021 conference, the company defined it as a “set of interconnected digital spaces that lets you do things you can’t do in the physical world.” Zuckerberg was so enamored with it that he wanted to abandon the company’s identity as a social-media platform and rebrand it as Meta, which had previously been known as the flagship Facebook app.&nbsp;The metaverse heavily drew on Augmented Reality (AR), a technology that lets users augment their physical environment with digital elements, and Virtual Reality (VR), which gives users an immersive experience of a virtual world. During the metaverse’s unveiling, the company announced its flagship product, the Horizon Homes, a homebase in the metaverse, where you can invite friends, hang out with them and play games together by putting on your Quest VR headset.&nbsp;As opposed to Meta’s internal target to hit 500,000 monthly active users for its Horizon Worlds, a social platform optimized for the metaverse, by the end of 2022, it could only hit 200,000 by October, forcing Meta to revise down its estimate, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.statista.com/statistics/1362347/meta-horizon-worlds-users/#:~:text=In%20October%202022%2C%20Meta's%20Horizon,Meta%20Quest%202%20VR%20headset.">Statista</a>.&nbsp;Monthly Active Users Of Horizon Worlds (2022)<figure class="image"><img style="aspect-ratio:745/491;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_05_at_3_02_47_AM_png_4e9d34257e.webp" alt="Screenshot 2025-12-05 at 3.02.47 AM.png" width="745" height="491"></figure>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Source: Statista&nbsp;Poor user adoption, expensive hardware requirements, not-so-good user experiences, and a lack of compelling content all served as handicaps.<h2 class="st-heading-2">AI - The Metaverse Killer?</h2>Metaverse, which was housed in the company’s Reality Labs business,&nbsp; didn’t quite take off as Zuckerberg expected. A year from its launch, another buzzword bulldozed its way into the tech world, smothering Zuckerberg’s new fad. But the metaverse had its inherent pitfalls, keeping the technology from taking off in a big way. When asked about Meta’s metaverse at the 2022 WSJ TechLive conference, Microsoft Gaming Head Phil&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=1Yl0cW4t8kE&amp;t=72s">said</a> it’s a “poorly built video game.”The launch of OpenAI’s large language model (LLM), ChatGPT, in late 2022, set off the artificial intelligence (AI) revolution, spawning an ecosystem of players, both builders and consumers, around it.&nbsp;According to Wedbush’s Daniel Ives, the AI revolution is here to stay despite all doomsday talks. In a recent note, the analyst called AI the fourth industrial revolution and said the “tech cap-ex supercycle” will drive it over the next few years. He sees big-tech capital expenditure on technology at $500 billion to $600 billion in 2026.<a href="https://stocktwits.com/symbol/META">Meta’s stock</a> has begun to turn the corner after the ravages seen since it hit a peak in mid-August as the broader market shook off AI bubble fears and set its eyes on a potential rate cut in December.&nbsp;<h2 class="st-heading-2">Reality Labs’ Dismal Showing</h2>Reality Labs, Meta’s research arm for AR/VR hardware and software, emerged from the company’s push into immersive technologies and was built around Oculus VR, which Meta acquired in 2014 for $2 billion in cash and stock. Oculus is the progenitor of today’s Quest headsets. Although there’s no single moment that clearly marks the division’s formal creation, Meta celebrated its 10th anniversary last year, with the Oculus acquisition widely regarded as its starting point.&nbsp;<figure class="image"><img style="aspect-ratio:600/371;" src="https://news.stocktwits-cdn.com/Meta_s_Reality_Labs_Annual_Performance_in_Billions_png_952e481204.webp" alt="Meta's Reality Labs Annual Performance (in Billions).png" width="600" height="371"></figure>&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; &nbsp; &nbsp;Source: Meta&nbsp;For the first nine months of 2025, the division has generated $1.06 billion in revenue and incurred $12.76 billion in operating losses.<h2 class="st-heading-2">Meta Seeks Redemption?</h2>As Meta’s capex needs surge, the company can’t afford to keep pouring money into a hole. Several prominent voices on Wall Street have already accused it of propping up profits with questionable accounting choices.&nbsp;To stay competitive in the AI race, Meta may need to adopt a more disciplined approach — one that could force Zuckerberg to let go of his once-cherished vision. Signs suggest he may already have moved on, given the breakneck speed of Meta’s AI push, from forming a Superintelligence group to building massive data centers and aggressively recruiting top AI researchers. Even with these concerted efforts, whether Meta can close the gap with its megacap peers in foundation models — and deploy AI features profitably across its core businesses — remains an open question.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jensen-huang-thinks-we-ll-all-run-our-own-mini-nuclear-reactors-in-our-backyards-amid-ai-power-crunch/cLILvtvRESK">Jensen Huang Thinks We’ll All Run Our Own Mini Nuclear Reactors In Our Backyards — What Today’s AI Power Crunch Really Looks Like</a>

Mark Zuckerberg's personal Facebook account is displayed on a mobile phone with the Meta logo.

Zuckerberg’s Metaverse Was Supposed To Change Everything — Instead, Meta Seems To Be Pulling The Plug After Burning Billions

Meta’s metaverse rollout struggled from the start, hampered by poor adoption.  Reality Labs has become a significant financial drag, posting massive operating losses that now look increasingly unsustainable as AI capex demands rise.

As AI spending explodes across Big Tech, Meta is aggressively pivoting toward AI, raising questions about whether Zuckerberg has quietly shifted from the metaverse to a more attainable vision.


<ul class="summary-bullets"><li>The report said the partnership strengthens Google Cloud’s competitive position against AI coding rivals such as Anthropic and Cursor.</li><li>In September, Replit raised $250 million, nearly tripling its valuation to $3 billion.</li><li>The company grew annualized revenue from $2.8 million to $150 million in less than a year.</li></ul>Alphabet Inc. (GOOG, GOOGL)-backed Google Cloud reportedly announced Thursday a multi-year partnership with AI coding startup Replit, signaling a push to broaden its enterprise AI footprint.CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/12/04/google-replit-ai-vibe-coding-anthropic-cursor.html">reported</a> that under the partnership, Replit plans to increase its use of Google Cloud services, integrate more of Google’s AI models, and provide AI-powered coding solutions for enterprise clients.<a href="https://stocktwits.com/symbol/GOOG">GOOG’s stock</a> dipped more than 1% in midday trade, with retail sentiment on Stocktwits trending in ‘bearish’ territory over the past day.&nbsp;<h2 class="st-heading-2">Why Replit?</h2>Replit, which describes itself as a user-friendly coding platform for non-developers, aims to make AI coding tools accessible to a broader audience. The partnership could accelerate the adoption of Google Cloud among enterprise customers by enabling teams without traditional engineering backgrounds to leverage AI in their workflows.In September, Replit closed a $250 million funding round, nearly tripling its valuation to $3 billion. The company reported growth in annualized revenue from $2.8 million to $150 million in under a year.&nbsp;Data from fintech company Ramp&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/arakharazian/status/1996253937012204016">showed</a> Replit achieved the fastest new customer growth among software vendors, while Google continues to lead in enterprise adoption and spending on the platform.<h2 class="st-heading-2">Strengthening Google Against Rivals</h2>According to the report, the new partnership should give Google ammunition to stack up against rivals' coding products, such as Anthropic and Cursor. The company’s stock has gained more than 12% since the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-launches-gemini-3-competition-openai/cLPVeh6RE7u">launch</a> of Gemini 3, which has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/facing-gemini-surge-open-ai-scrambles-to-overhaul-chat-gpt-report/cLIaK1BRE0F">reportedly</a> also pulled users away from ChatGPT and led CEO Sam Altman to activate a “code red” alert across the company to improve performance.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tom-lee-predicts-eth-will-outperform-btc-crypto-prices-have-likely-bottomed/cLILMFWRESg">Tom Lee Predicts Ethereum Will Outperform Bitcoin, Says Crypto Prices Have ‘Likely Bottomed’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A pedestrian walks past the Google logo outside a commercial building that houses the company's Beijing office on November 11, 2025, in Beijing, China. 

Google Cloud Partners With Replit To Boost AI Coding For Enterprises: Report

According to a CNBC report, Replit plans to integrate more of Google’s AI models and provide AI-powered coding solutions for enterprise clients.

<ul class="summary-bullets"><li>The stock set a fresh peak (intraday) of $796.25 on Aug. 15, and is down about 20% since.&nbsp;&nbsp;</li><li>Meta's forward P/E is currently 21.74, a discount to S&amp;P's P/E, but consensus analysts' stock price target models imply roughly 31% upside.</li><li>Evercore ISI maintained its bullish view on Meta, citing a sum-of-the-parts valuation.</li></ul>Social-media giant Meta Platforms, Inc.'s (META) stock has had a roller-coaster 2025, with its three-year&nbsp;rally stalling early this year, as President Donald Trump shocked the market with his infamous sweeping tariff announcement and a Chinese artificial intelligence (AI) startup's threat ravaged tech stocks.Notwithstanding these threats, <a href="https://stocktwits.com/symbol/META">Meta's stock</a> is in the green for the year, up 9.71%, but the gains pale in comparison to those of the Magnificent Seven group. The <a href="https://stocktwits.com/symbol/MAGS">Roundhill Magnificent Seven ETF (MAGS)</a>, considered a proxy for the performance of seven megacap names, has advanced nearly 23% this year.<h2 class="st-heading-2">Meta Attractively Valued</h2>The relative stock underperformance has rendered the social media giant's valuation attractive vis-à-vis its Mag 7 peers and the S&amp;P 500. According to Yardeni Research, the S&amp;P 500 forward price-earnings (P/E) multiple is 22.4, and that of the Mag 7 group is 28.9.<img src="https://news.stocktwits-cdn.com/S_and_p_500_valuation_png_b7d311fe71.webp" alt="S&amp;p 500 valuation.png">Source: Yardeni ResearchMeta's forward P/E is currently at 21.74. Incidentally, all the other Mag 7 stocks trade at a premium to the S&amp;P 500 Index and Meta.<img src="https://news.stocktwits-cdn.com/Mag_7_Forward_PE_multiples_png_92e181ad22.webp" alt="Mag_7_Forward_PE_multiples.png">Source: Fiscal.ai<h2 class="st-heading-2">Investors Unfriending Meta</h2>The second leg of weakness came in late October, when Meta shocked the investing community by reporting an unexpected third-quarter loss. Trump was again blamed for Meta's predicament, as his "Big Beautiful Bill Act" required the company to record a hefty $16 billion tax provision. But the saving grace is the company's reassurance that its tax bill will be significantly lower for the rest of the year and also in the future.Meta investors were also spooked by management's commentary on higher capital expenditures. Co-founder and CEO Mark Zuckerberg, however, painted a rosy picture of the company's Superintelligence Labs, a division set up earlier this year that brings all its AI efforts under one roof, with the mandate to achieve artificial general intelligence (AGI).Rubbing salt to the wound, fund managers and skeptics began calling for an AI bubble burst and for accounting irregularities by hyperscalers to window-dress their profits.<h2 class="st-heading-2">Will Meta Get Back In Favor?</h2>Barring any macroeconomic setback or a marketwide correction, the odds of the stock returning to its heyday are high. It set a fresh peak (intraday) of $796.25 on Aug. 15, and is down about 20% since then. According to Koyfin, analysts' average price target for META is $841.27 —&nbsp;which implies that the stock is trading at a 31% discount from that mark.As recently as Tuesday, Evercore ISI <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/analyst-ratings/evercore-isi-reiterates-meta-stock-outperform-rating-sees-whatsapp-as-40b-business-by-2030-93CH-5132892">maintained</a> an 'Outperform' rating on Meta stock and its $875 price target, according to Investing.com. The optimism is based on a sum-of-the-parts valuation, as the firm views the Instagram business as a $40 billion business by 2030, generating $20 billion in operating income and $7.15 in earnings per share.According to the firm, Meta is pursuing AI leadership from a "Clear Position of Strength," buoyed by a robust online advertising market, strong user and engagement growth, increasing monetization effectiveness, and additional growth opportunities in core Meta products like Threads, Meta AI, and Facebook Marketplace.But retail investors have turned wary. On Stocktwits, retail sentiment toward the stock has been 'bearish' for a week. One user even viewed Meta's AI implementation as "horrible." Most bearish watchers are bracing for a move toward $400.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/crowd-strike-zscaler-palo-alto-fortinet-which-cybersecurity-stock-will-win-next-year/cLIaSlnRE0A">&nbsp;CrowdStrike, Zscaler, Palo Alto, Fortinet: Which Cybersecurity Stock Will Win Next Year? Wall Street Sees 35% Room To Run In This Pick</a>

The logo of the Facebook group Meta can be seen near the company headquarters. Photo: Andrej Sokolow/dpa (Photo by Andrej Sokolow/picture alliance via Getty Images)

Meta Has Become The Mag Seven’s Cheapest Bet Despite AI Push — But Can Zuckerberg Flip The Market’s Mood?

Despite a bruising year of tariff shocks, surprise losses and investor doubt, Meta’s valuation looks compelling — and Wall Street still sees upside.

<ul class="summary-bullets"><li>Munster also said Meta AI in the Glasses struggled not only with edge use cases but also with basic comprehension.</li><li>This casts doubts on the broader-line usefulness in everyday tasks.</li><li>Alibaba on Thursday launched in China a new Quark AI Glasses series—three stylish variants of the flagship dual-display S1 and three sleek versions of the camera-first G1.</li></ul>Meta Platforms, Inc.’s (META) artificial intelligence (AI) glasses, which launched amid much fanfare in mid-September, haven’t wowed tech venture capitalist and analyst Gene Munster.&nbsp; The not-so-positive review came after the analyst made a one-on-one comparison with&nbsp;<a href="https://stocktwits.com/symbol/OPENAI">OpenAI’s</a> video-conversation tool running on Apple Inc.’s (AAPL) iPhone.To make matters worse for the Mark Zuckerberg-led company, the sale of Chinese e-commerce giant Alibaba, Inc.’s (BABA) rival offering, the Quark AI glasses, began in China on Thursday.&nbsp;<h2 class="st-heading-2">Meta’s Offering Underwhelms</h2>“I’m disappointed,” Munster said of Meta’s Display Glass. Munster &amp; his team ran a side-by-side test, using 50 prompts. “Across the prompts, Meta AI on the Display understood the request about 90% of the time, and I was satisfied with its answers only around half the time,”&nbsp; the tech analyst said.“ChatGPT, using its video model, understood 100% of the prompts and delivered satisfactory responses 98% of the time.”Munster also said Meta AI struggled not only with edge use cases but also with basic comprehension, casting doubt on its broader usefulness in everyday tasks. The one bright spot for Meta AI was foreign language translation, he said.According to Munster, Meta’s bet that the AI on users’ faces will be the next computing platform will only work if the assistant is easy to invoke, clearly grounded in what you’re seeing, and specific enough to deliver actionable answers. “Our follow-up testing reinforces that Meta isn’t there yet.”Meta’s AI glasses with Display have a starting price of $799.<h2 class="st-heading-2">Alibaba Threat</h2>The Chinese company launched new Quark AI Glasses series—three stylish variants of the flagship dual-display S1 and three sleek versions of the camera-first G1, available in multiple frame colors and lens options. The S1 model starts at 3,799 yuan ($536), and the G1 starts at 1,899 yuan.These are deeply integrated with Alibaba’s advanced AI model, Qwen, and its newly launched AI application, Qwen App, enabling users to access AI assistance anytime via voice commands such as “Hello Qwen” or via touch controls.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-vs-aapl-vs-googl-vs-msft-which-megacap-will-end-2025-as-most-valued-company/cL5eoJUREhW">NVDA vs. AAPL vs. GOOGL vs. MSFT: Which Megacap Will End 2025 As Most Valued Company? Retail Backs Nvidia Despite Recent Headwinds</a>

Meta Ray-ban AI glasses are on display in San Francisco, California, July 12, 2025. 

‘I’m Disappointed,’ Says Munster, As Meta’s AI Display Glass Lags Behind ChatGPT On iPhone — Alibaba’s Debut Deepens The Challenge 

Meta, despite its concerted efforts to deploy AI across services and hardware products, may not have gotten a head start with its latest AI Glass offerings.  

<ul class="summary-bullets"><li>Netflix has scheduled the release of the fifth and final season of the series in three parts.</li><li>Netflix stock is up 19% this year, in line with the communication services sector.&nbsp;</li><li>The shares began trading on a 10:1 split-adjusted basis on Nov. 17.</li></ul>Streaming giant Netflix, Inc. (NFLX) experienced a service outage late Wednesday, coinciding with the premiere of the highly anticipated first volume of Stranger Things' fifth season.<h2 class="st-heading-2">Tech Plays Spoilsport?</h2>According to Downdetector, a website that tracks online service outages, the first outage was reported at 7 p.m. ET, and incidents peaked around 8 p.m. ET before trickling down. Of the reported incidents, 79% were related to video streaming. About 19% complained of issues with the website and 3% reported problems with search.The outage appears to have affected services worldwide.Netflix has scheduled the release of the fifth and final season of the series in three parts: Volume 1, comprising 4 episodes, on Nov. 26; Volume 2, comprising 3 episodes, on Dec. 25; and the finale on New Year’s Eve. Each episode is scheduled to release at 8 p.m. ET.Netflix&nbsp;did not immediately respond to Stocktwits’ inquiry seeking confirmation of the outage.According to a MarketWatch&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.marketwatch.com/story/stranger-things-has-made-at-least-1-billion-for-netflix-already-now-season-5-could-deliver-another-200-million-b8827337">report</a>, citing Parrot Analytics, the Stranger Things TV show has already generated at least $1 billion in revenue for the streaming giant since 2020. The report also stated that Netflix may have spent $60 million per episode on the fifth season, bringing the overall spend to about $400 million, making it one of the most expensive TV show productions and rivaling the budgets of blockbuster films.<h2 class="st-heading-2">Social Media Reacts</h2>The outage did not go down well with social media users, who had a field day flooding the internet with comments and memes. One of them shared a meme of a server rack with a person sporting a perplexed look at the networking, captioned “Netflix servers after Stranger Things dropped.”<img src="https://news.stocktwits-cdn.com/Screenshot_2025_11_26_at_9_05_17_PM_png_0678e2f8a4.webp" alt="Screenshot 2025-11-26 at 9.05.17 PM.png">Another said, “NETFLIX FIX YOURSELF RIGHT NOW BRO, IVE BEEN WAITING THREE YEARS &nbsp; #StrangerThings5.”A third user&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Dev1Poatan/status/1993848633591287849">called</a> the company to report an issue with its app. Since then, social media users have&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/swagmoritz/status/1993851144339427473">confirmed</a> that it is back up.<h2 class="st-heading-2">What Retail Feels About NFLX Stock</h2>The new instalment of the thriller show hasn’t moved the needle on the Netflix stock, at least with retail investors. On Stocktwits, retail sentiment remained ‘bearish’ as of late Wednesday, and the message volume dropped off to ‘low’ levels, potentially reflecting the holiday mood among traders.One user expects Netflix to rally, starting on Monday, and urged fellow retailers to load up.<stembedurl>https://stocktwits.com/KingChief/message/637585217</stembedurl>Another user expressed excitement about the Stranger Things premiere, although the community hasn’t discussed the outage per se.<stembedurl>https://stocktwits.com/Holdconviction/message/637581570</stembedurl>Netflix stock is up 19% this year, in line with the communication services sector. The shares began trading on a 10:1 split-adjusted basis on Nov. 17 but have since fallen about 4% amid the tech-driven market weakness.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mit-study-reportedly-reveals-ai-can-replace-11-7-of-us-workforce/cL53uC9REWs">MIT Study Reportedly Reveals AI Can Replace 11.7% Of US Workforce</a>

Stranger Things mural is seen during Netflix's "Stranger Things" 5 Los Angeles CicLAvia Bike Ride fan event on November 23, 2025 in Hollywood, California. 

Netflix Glitches As ‘Stranger Things 5’ Premiere Sparks Traffic Surge

Netflix’s “Stranger Things” series has already generated at least $1 billion in revenue for the streaming giant since 2020, according to a report.

ETFs to Gain as Alphabet Nears $4 Trillion in Market Cap

Alphabet nears a $4T valuation as chip deals, Gemini 3 momentum, and strong Q3 results lift ETFs like GXPC with heavy exposure. 

<ul class="summary-bullets"><li>Page, with a net worth of $276 billion, is now ranked second on the list, with Brin closely behind, lagging by only $18 billion.&nbsp;</li><li>The co-founders&nbsp;have boosted their net worth by about $108 billion and $99.3 billion, respectively, this year.</li><li>Google is on the cusp of hitting $4 trillion valuation, and to reach there, its Class A stock has to hit $330.31.&nbsp;</li></ul>Alphabet's stock has rallied strongly this year, outperforming the broader market and tech sector, thanks to its nimbleness with innovation and its resilient search business. Year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet stock</a> has gained 71%, compared with 16% and 20% for the SPDR S&amp;P 500 ETF (SPY) and the Invesco QQQ Trust (QQQ) ETF, respectively.&nbsp;<h2 class="st-heading-2">Brin-Page’s Wealth Spikes</h2>Propelled by the stock's stellar gains, Google co-founders Sergey Brin and Larry Page now rank among the top five billionaires on the Bloomberg Billionaires list. Page, with a net worth of $276 billion, is now ranked second, with Brin closely behind, lagging by only $18 billion.&nbsp;Over the year, Brin and Page have boosted their net worth by about $99.3 billion and $108 billion, respectively.The duo has relegated Oracle founder Larry Ellison, Amazon founder Jeff Bezos, and Meta’s Mark Zuckerberg to fourth, fifth, and sixth, respectively. They, however, trail Tesla CEO Elon Musk, who is the wealthiest person ($442 billion).<h2 class="st-heading-2">Google’s Storied History</h2>Alphabet, which was then known as Google, was founded in 1998 by Stanford graduates Brin and Page, with seed funding from Sun Microsystems cofounder Andy Bechtolsheim. Brin and Page initially built a search engine while working in their dorm rooms, and it used links to determine the importance of individual pages on the World Wide Web (WWW). They named it BackRub before renaming it to Google.Since then, Google, rechristened Alphabet in 2015, has added several sum-of-the-parts, including the YouTube video streaming business, the thriving cloud computing business, the Waymo self-driving subsidiary, and other services such as Android OS and Google Maps.<h2 class="st-heading-2">Google Sits In AI’s Sweetspot</h2>The company has been rapid with innovation, and the latest iteration of its Gemini large language model (LLM), Gemini 3, is seen as a potential threat to market leader ChatGPT.&nbsp;Alphabet is reportedly now considering selling its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-closes-in-on-4-trillion-market-cap-on-rumors-meta-turning-to-google-tp-us/cL52Rp0REXb">in-house AI chips,&nbsp;</a>the TPUs, for deployment in clients' data centers. Meta is reportedly in discussions with the search giant to integrate TPUs into its data centers beginning in 2027 and to rent the chips as early as next year.It has also benefited from a slew of positive headlines, including a less-than-severe antitrust ruling in September, the unveiling of a new quantum algorithm, and Warren Buffett's Berkshire Hathaway initiating a position in the company.The stock is on the cusp of hitting $4 trillion valuation, and to reach there, its Class A stock has to hit $330.31. In premarket trading, the stock is trading up 1.81% at $329.30.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-stock-breaches-fresh-peaks-retail-confidence-stays-low/cL53jmCREgU">Apple Stock Breaches Fresh Peaks: Retail Confidence Stays Low Amid News Of Rare Layoffs</a>

Larry Page (L) and Sergey Brin (R), the co-founders of Google, at a press event where Google and T-Mobile announced the first Android powered cellphone, the T-Mobile G1. 

Google Founders Larry Page, Sergey Brin Break Into Top 5 Richest List As Alphabet Stock Basks In AI Glory

A 71% year-to-date surge has pushed Google’s founders into the global wealth elite and put Alphabet within striking distance of a historic market cap milestone.

Current Price	$116.57
Prev Close	$116.55
Open	$116.83
Dividend Yield	N/A
50-Day Moving Average	$114.54
Beta	N/A
Avg. Volume	5.95M
PE Ratio	N/A

52-Week High	$119.55
52-Week Low	$84.02
Market Capitalization	N/A
EPS (Annual)	N/A
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