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Microsoft Cuts Hundreds Of Jobs Amid Inclement Macro, Rising AI Capex Needs
Today 5:55 EDT
The most recent cuts come following the 6,000 positions it eliminated in mid-May.
Via
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Topics
Artificial Intelligence
Earnings
Government
Exposures
Artificial Intelligence
Financial
Layoff
Elon Musk’s Neuralink, xAI Speed Up Fundraising Plans After Tesla CEO’s DOGE Exit
Today 3:27 EDT
Neuralink’s brain-computer interface (BCI) product, dubbed the N1 implant, is designed to record neural activity through 1,024 electrodes distributed across 64 flexible leads, or “threads.”
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Artificial Intelligence
Exposures
Artificial Intelligence
Anthropic Closing In On OpenAI? Amazon-Backed Firm Triples Annual Revenue Rate To $3B In Just 5 Months
Today 3:13 EDT
OpenAI’s ChatGPT remains the market leader in scale, user base, and revenue.
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Artificial Intelligence
Snowflake Aims To Boost AI Offerings With $250M Deal For Crunchy Data — Retail Traders Upbeat
Today 3:12 EDT
The acquisition will bring AI-ready “Snowflake Postgres” to the AI Data Cloud, providing the “uncompromising governance, security and operational standards essential for building and running...
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Artificial Intelligence
Exposures
Artificial Intelligence
Alphabet Faces 'Black Swan' Risk: Analyst Warns Of 25% Stock Crash If Judge Orders Chrome Divestiture — Retail Frets Over Valuation
Today 1:50 EDT
Barclays analyst Ross Sandler said that following Friday's closing arguments, the probability of a Chrome divestiture, while low, has increased.
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Nike Taps McDonald's Exec To Lead Communications In CEO Elliott Hill's Overhaul — Retail Caution Lingers
Today 0:49 EDT
Gonda helped McDonald's navigate the E. Coli outbreak related to slivered onions in 2024.
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Williams-Sonoma CEO Cashes Out Nearly $5M In Shares: Retail Sentiment Turns Bearish
June 02, 2025
The transaction follows Williams-Sonoma's quarterly report, which indicated that the business is improving.
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World Trade
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JPMorgan Adds Best Buy, Wayfair To Positive Catalyst Watch
June 02, 2025
The analyst said a less-than-feared tariffs impact and an upcoming seasonally strong shopping season are near-term catalysts.
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Lyra Therapeutics Stock Skyrockets On Positive Trial Data For Its Nasal Implant: Retail’s Thrilled
June 02, 2025
LYR-210 demonstrated statistically significant improvement compared to sham control in key symptoms of chronic rhinosinusitis, such as nasal obstruction, nasal discharge, and facial pain/pressure at...
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CrowdStrike And Microsoft Team Up To Simplify Cyber Threat Intelligence: Retail’s Buoyant
June 02, 2025
The joint system will standardize threat actor naming across cybersecurity platforms, aiming to reduce confusion, enhance intelligence sharing, and expedite responses to advanced cyber threats.
Via
Stocktwits
Broadcom Stock Rises After Company Rolls Out AI-Enhanced CloudHealth: Retail Remains Optimistic
June 02, 2025
The revamped VMware Tanzu CloudHealth platform has AI-powered tools that help in simplifying cloud cost analysis and driving smarter financial decision-making.
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Artificial Intelligence
Exposures
Artificial Intelligence
Verastem Announces Positive Data From Cancer Trial Conducted By Partner: Retail Turns Bullish
June 02, 2025
In a study conducted in China, GFH375, also known as VS-7375 in the U.S., showed an overall response rate of 52% in patients with pancreatic ductal adenocarcinoma and 42% in those with non-small cell...
Via
Stocktwits
Sonim Technologies Spikes On Potential $25M Acquisition by Social Mobile: Retail Loads Up On The Stock
June 02, 2025
Social Mobile has a limited-time exclusive right to finalize negotiations and complete the deal, while allowing Sonim to keep exploring potential reverse take-over opportunities.
Via
Stocktwits
Tempus AI Stock Rockets After Introduction Of Liquid Biopsy Assay For Cancer Treatment Monitoring: Retail Hopes For A 20% Rally
June 02, 2025
The company stated that the assay, currently available for research use, will be clinically available later this year.
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Artificial Intelligence
Exposures
Artificial Intelligence
Amgen Says Its Drug Reduces Risk Of Death By 40% In Small Cell Lung Cancer: Retail’s Yet To Be Convinced
June 02, 2025
The company also stated that the interim data from the trial showed the therapy significantly extended median overall survival by more than five months.
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Stocktwits
After Meeting With Jane Fraser, Wells Fargo Reiterates Citi As Top Bank Pick
June 02, 2025
According to TheFly, Wells Fargo analyst Mike Mayo stated that Citi is on the cusp of transitioning from value destruction to value creation, noting that the stock should rise above its tangible book...
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Regeneron To Buy Licensing Rights For China-Developed Investigational Obesity Drug For $2B: Retail Sees Stock Hitting $500
June 02, 2025
Separately, Regeneron on Monday also announced positive interim data from its ongoing Phase 2 trial investigating novel combinations of semaglutide and Trevogrumab with or without garetosmab for the...
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Applied Digital Stock Rockets 40% After $7B Deal With CoreWeave: Retail’s Exuberant
June 02, 2025
The agreements, each spanning roughly 15 years, will enable Applied Digital to deliver 250 megawatts of critical IT power to support CoreWeave’s AI and HPC systems at its data center complex in...
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Artificial Intelligence
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JetBlue Dismisses Merger Talk After Deal With United, Says Report: Retail Shares The Conviction
June 02, 2025
JetBlue CEO Joanna Geraghty confirmed the alliance will not lead to a merger, citing caution after years of scrutiny from the Department of Justice.
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Artificial Intelligence
Exposures
Artificial Intelligence
Wall Street Strategists Warn S&P 500’s Momentum Could Unravel Under Stagflation Pressure, Tariff Concerns
June 02, 2025
JPMorgan strategist Mislav Matejka warned that the current tariff landscape is more severe than many had anticipated earlier in the year.
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Microsoft Commits $400M To Boost Swiss AI, Cloud Ecosystem: Retail Mood Stays ‘Bearish’
June 02, 2025
Microsoft will expand AI infrastructure, support startups, and train one million Swiss citizens in digital skills by 2027.
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Artificial Intelligence
Exposures
Artificial Intelligence
Google Isn’t Backing Down: Alphabet Says Antitrust Court Got It Wrong Over Search Monopoly, Vows To Fight Verdict
June 02, 2025
District of Columbia Judge Amit Mehta heard the closing arguments on the case on Friday, with the final ruling expected by August.
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Artificial Intelligence
Exposures
Artificial Intelligence
Trump Media Secures $2.5B for Bitcoin Treasury: But Retail’s Cautious
May 30, 2025
The transaction involved the sale of over 55.85 million common shares at $25.72 each, resulting in gross proceeds of approximately $1.44 billion.
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Government
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EXL Expands Alliance With Databricks to Boost GenAI Migration Tools: But Retail Remains Cautious
May 30, 2025
The GenAI-powered tool will automate SAS code migration, reduce manual effort, and accelerate cloud modernization across various industries.
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Stocktwits
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Trump To Rally In Pittsburgh With US Steel-Nippon Deal Nearing Decision
May 30, 2025
Trump is set to deliver his remarks at 5 p.m. ET on Friday at a U.S. Steel facility in Pennsylvania, a key swing state he carried in the 2024 election.
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Government
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EOG Resources To Acquire Encino Acquisition Partners For $5.6B
May 30, 2025
EOG said it expects to fund the acquisition through $3.5 billion of debt and $2.1 billion of cash on hand.
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Economy
Energy
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Fossil Fuels
Interest Rates
Gilead Eyes HIV Drug Rollout In Low-Income Countries Despite Funding Uncertainty, Says Report: Retail Holds Onto Bearish Stance
May 30, 2025
Gilead Chief Commercial Officer Johanna Mercier told Reuters that the company is eyeing a “global approach" to the launch of Lenacapavir.
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Topics
Government
Exposures
Political
Product Safety
Summit Therapeutics Stock Tumbles On Oncology Drug Trial Data, Retail Flags ‘Insane’ Valuation
May 30, 2025
Summit now intends to file a Biologics License Application (BLA) with the U.S. Food and Drug Administration seeking approval for Ivonescimab plus chemotherapy based on the results of the trial.
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Legal
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Rigetti Stock Declines On $350M Share Sale: Retail Thinks ‘Dip’ Isn’t Worth Buying
May 30, 2025
Following Rigetti’s announcement, retail sentiment around Rigetti on Stocktwits dipped into the ‘bearish’ territory from ‘bullish’ the previous day.
Via
Stocktwits
Femasys Stock Slides After Company Prices Public Offering At Discount: Retail’s Planning To Load Up
May 30, 2025
The offer price of $0.85 represents a discount of about 17% from the stock’s closing price on Thursday.
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