SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is trending as investors debate its future amid discussions around government contracts, production scaling, and potential revenue from its maritime division; community sentiment is divided with some expressing frustration over missed guidance while others remain optimistic about the drone industry's growth and RCAT's position within it. Some traders are actively betting against RCAT due to management's performance and potential dilution from outstanding warrants, while others believe its long-term potential remains strong and cite the possibility of major contract wins.

Cadrenal Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in developing novel therapy. It develops tecarfarin, a novel therapy with orphan drug indication, designed for the prevention of systemic thromboembolism of cardiac origin in patients with end-stage renal disease and atrial fibrillation. The company was founded by Quang X. Pham and Matthew K. Szot on January 25, 2022 and is headquartered in Ponte Vedra, FL.

Cadrenal Therapeutics Inc

Cadrenal Therapeutics, Inc.

CVKD is trending due to a recent Zacks Small Cap Research report and analyst price targets. Community discussions revolve around the company's financial health, including executive compensation and potential dilution, while also highlighting a recent Frunexian acquisition. Some see a potential opportunity with positive technical indicators, while others express skepticism.

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 community members highlight its culture-driven approach and positive vibes, contrasting it with other crypto projects. Discussions emphasize its focus on creativity, freedom, and connection, with the slogan "Like Bitcoin, But Way Higher" gaining traction. The project's aim to build a genuine and human community within the crypto space also resonates with supporters.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

SSgA Active Trust - SPDR Dow Jones Industrial Average ETF

The DIA is trending as community members discuss market momentum and potential overvaluation, particularly in tech. Bullish sentiment and possible December rate cuts are being weighed against concerns of a market correction. Additionally, political and economic factors, including upcoming reports and potential government actions, contribute to the conversation around the ETF.

IDEAYA Biosciences, Inc. engages in the research and development of oncology-focused precision medicine. It focuses on the targeted therapeutics for patients selected using molecular diagnostics. Its product candidate, IDE196, is a protein kinase C inhibitor for genetically defined cancers having GNAQ or GNA11 gene mutations. The company was founded by Yujiro S. Hata and Jeffrey Hager in June 2015 and is headquartered in South San Francisco, CA.

Ideaya Biosciences Inc

IDYA is trending as investors discuss its potential in precision medicine oncology, with analysts updating ratings and price targets. Community members are closely watching the company's clinical pipeline and upcoming data readouts, particularly for darovasertib and IDE397. Discussions also include the potential for strategic partnerships and acquisitions within the biotech sector.

Elastic NV is a data analytics company, which engages in the provision of open-source search and analytics engine services. It operates through the United States, the Netherlands, United Kingdom, India, and Rest of World geographical segments. The company was founded by Shay Banon, Uri Boness, Steven Schuurman, and Simon Willnauer on February 9, 2012 and is headquartered in San Francisco, CA.

Elastic N.V

Elastic is trending following a strong earnings report, with the community noting the potential for AI-driven growth and a turnaround in execution.  Analysts have responded positively, upgrading the stock and raising price targets, while traders discuss potential breakout levels. Discussions also focus on whether the stock can sustain its momentum or if a pullback is imminent.

Scilex Holding Co. engages in the acquisition, development, and commercialization of non-opioid pain management products for the treatment of acute and chronic pain. Its products include ZTLido, Elyxyb, and Gloperba. The company was founded on February 21, 2020 and is headquartered in Palo Alto, CA.

Scilex Holding Company

Scilex Holding is trending as investors discuss its relationship with Datavault AI ($DVLT) and the potential implications of a Bitcoin-backed investment. Community members are debating the financial structure of the deal, including ownership percentages and the value of assets. Bullish sentiment is fueled by the upcoming distribution of a meme coin to shareholders.

Quai is a merge-mined network of blockchains. This network is able to coordinate an infinite number of blockchains (execution shards) by using the Proof-of-Entropy-Minima (PoEM) consensus mechanism, which eliminates all consensus-based contention. The ability for PoEM to coordinate a perpetually growing set of blockchains allows the network to process more than 50,000 transactions per second. The architecture is a composable multithreaded execution environment with blocks being produced approximately every 1.1 seconds.

Quai Network

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

Starknet ($STRK) is gaining attention due to significant staking incentives, particularly its Bitcoin staking program, attracting substantial capital and increasing network activity. The community is actively discussing Starknet's potential to scale Bitcoin and Ethereum with privacy features, as well as its quantum-resistant technology. Technical analysis suggests a possible breakout, further fueling community interest in its potential as a leading Layer-2 solution.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

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<ul class="summary-bullets"><li>Portfolio moves by fund managers in the third quarter show that Nvidia might be falling out of favor.</li><li>Nvidia’s market capitalization topped $5 trillion in late October, the first company ever to achieve the feat.</li><li>Since then, it has retreated below the level amid rising AI skepticism.</li></ul>The megacap tech stocks, which make up all but one of the Magnificent Seven group, have&nbsp;shown signs of fatigue after their extended run since late 2022, which also marked the previous bear-market bottom.The&nbsp;<a href="https://stocktwits.com/symbol/MAGS">Roundhill Magnificent Seven ETF (MAGS)</a>, an exchange-traded fund (ETF) that tracks the Mag 7 stocks, is up about 22% for the year but has lost 3% since Oct. 29.&nbsp; The near-term weakness came amid skepticism regarding an artificial intelligence (AI) bubble and doubts raised by prominent voices on the Street regarding the reckless spending on AI infrastructure by hyperscalers.&nbsp;<h2 class="st-heading-2">Nvidia-Google Diverge</h2>AI poster child <a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> was running red hot until these worries surfaced, as investors were mostly convinced about hyperscalers’ insatiable demand for its high-performance computing chips. Nvidia’s market capitalization topped $5 trillion in late October, the first company ever to achieve the feat. Shortly after the Jensen Huang-led company’s valuation fell below the mark, only to recover and go past it for a second time.Nvidia’s stay above the $5 trillion valuation zone proved short-lived amid the AI pessimism going around. The company came under criticism from “Big Short” investor Michael Burry, who questioned its stock-based compensation accounting and the asset-life assumptions for its data center assets.Around the same time, <a href="https://stocktwits.com/symbol/GOOGL">Alphabet’s stock</a> began to pick up momentum, thanks to a raft of factors, including market share gains for its Gemini 3 model, quantum computing breakthroughs, Warren Buffett’s Berkshire Hathaway initiating a position, and, most recently, rumors of the company selling its AI chips to third parties.&nbsp;<img src="https://news.stocktwits-cdn.com/Google_vs_NVDA_png_724e83e27a.webp" alt="Google vs NVDA.png">Source: Koyfin<h2 class="st-heading-2">Retail Unfazed By Nvidia Volatility</h2>A Stocktwits poll asking users, “Which company ends 2025 with the largest market cap?” found that retail traders reposed their confidence in Nvidia and weren’t unduly worried about the recent rise in skepticism.The poll, posted Tuesday evening and set to end in a day, has received responses from 13,700 users. An overwhelming majority of (59%) picked Nvidia, followed by Google (27%), Apple (8%), and Microsoft (6%). Incidentally, users were asked to pick from a list comprising these four stocks.&nbsp;Commenting on the poll timeline, one user said Google, however, could give Nvidia a run for its money.<stembedurl>https://stocktwits.com/Stockinghan/message/637483372</stembedurl>Portfolio changes by fund managers in the third quarter show that Nvidia might be falling out of favor, with Burry taking a short position in the company. Masayoshi Son’s SoftBank and Peter Thiel’s macro fund exited Nvidia during the third quarter.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/broadcom-surges-to-fresh-highs-erasing-losses-from-tech-sell-off/cL5eVaqREhO">Google Effect? Broadcom Stock Surges To Fresh Highs, Erasing Losses From Tech Sell-Off</a>

 The Google, Apple, Meta, Amazon, and Microsoft logos appear on a smartphone screen in this illustration photo in Reno, United States, on December 30, 2024.

NVDA vs. AAPL vs. GOOGL vs. MSFT: Which Megacap Will End 2025 As Most Valued Company? Retail Backs Nvidia Despite Recent Headwinds

The megacap rout seen for much of November stalled this week as traders went bargain-hunting, pinning their hopes on the positive impact of a potential December Fed rate cut.

Equity

The megacap rout seen for much of November stalled this week as traders went bargain-hunting, pinning their hopes on the positive impact of a potential December Fed rate cut.


Senstar Technologies Corporation Reports Third Quarter 2025 Financial Results

Senstar Technologies Corporation Reports Third Quarter 2025 Financial Results Senstar Technologies Corporation Reports Third Quarter 2025 Financial Results PR Newswire OTTAWA, Nov. 25, 2025 OTTAWA...

Jim Cramer Paints A Gloomy Picture For OpenAI As Google’s Gemini 3 Captivates Users

The CNBC analyst was worried, in particular, about OpenAI’s massive infrastructure investment.

<ul class="summary-bullets"><li>Meta’s recent earnings disappointment, questions over its capital expenditure, and AI bubble fears have pushed the stock into bear territory.</li><li>Meta trades at a very affordable 20x NTM EPS.</li><li>Apart from Alphabet, Apple is the only Mag 7 in the green this month, but it's barely up.</li></ul>The tech sell-off in November has rendered valuations for several high-profile, megacap stocks attractive, making them bargain buys at current levels.The Roundhill Magnificent Seven ETF (MAGS), which tracks the Magnificent Seven stocks, is down nearly 7% in November, worse than the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>’s 3.4% drop. The MAGS ETF’s year-to-date (YTD) gain of 16.6%, however, better than SPY’s 13.4% advance.Here’s a look at the relative attractiveness based on three metrics, namely&nbsp;<ul><li>forward price/earnings (P/E) multiple</li><li>price/earnings growth (PEG) growth ratio</li><li>upside potential versus the average price target.</li></ul>The P/E ratio is the classical method to compare valuations. P/E calculated on a forward basis is obtained by dividing a security’s market price by the company’s next-twelve-month (NTM) earnings per share (EPS). The PEG ratio compares a P/E ratio to expected earnings growth. A PEG ratio of 1 suggests the stock is fairly valued, and a reading above 1 indicates it is overvalued.<h2 class="st-heading-2">MAGS Forward P/E</h2><a href="https://stocktwits.com/symbol/META">Meta Platforms, Inc. (META)</a> trades at a very affordable 20x NTM EPS. The social-media platform, led by Mark Zuckerberg, started the year on a solid footing. The recent earnings disappointment, questions over its capital expenditure, and AI bubble fears have pushed the stock into bear territory.AI chip giant&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia Corp. (NVDA)</a> is the second-most-attractive Mag 7 stock, with a forward P/E of 26, followed by&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet, Inc. (GOOGL) (GOOG)</a> (28). The least attractive in the list is Elon Musk’s electric vehicle (EV) venture,&nbsp;<a href="https://stocktwits.com/symbol/TSLA">Tesla, Inc. (TSLA)</a>. As Tesla’s fundamentals sour, the stock trades more on its potential opportunity presented by robotaxis, humanoid robots, and full self-driving (FSD) software suite.<img src="https://news.stocktwits-cdn.com/Mag7_NTMPE_png_eb14cf92a9.webp" alt="Mag7 NTMPE.png">Source: Koyfin<h2 class="st-heading-2">PEG Ratio</h2>According to Yahoo Finance, the five-year expected PEG ratios of the Mag 7 companies are as follows:-Nvidia: 0.68 times- Meta: 1.64 times-Alphabet: 1.69 times-Amazon: 1.92 times-Microsoft: 2 times-Apple: 2.75 times-Tesla: 7.76 times<h2 class="st-heading-2">Upside Potential</h2>According to Koyfin, the consensus price targets and the upside potential&nbsp;from the last close are as follows:-Meta: $842.12 (+41.7%)-Nvidia: $247.50 (+38.4%)-Amazon: $294.25 (+33.3%)-Microsoft: $625.41 (+32.5%)-Alphabet: $322.52 (+7.6%)-Apple: $281.75 (+3.8%)-Tesla: $392.93 (+0.5%)Meta ticks most boxes in terms of stock attractiveness, primarily because of the recent drubbing it received. It could only take a quarter to come back strongly, and the recovery hinges on how the AI revolution unfolds and on the company’s AI market positioning vis-à-vis rivals.&nbsp;Apple has the least exposure to AI among the Mag 7 companies, and therefore, its stock has fared relatively better since November. Apart from Alphabet, Apple is the only Mag 7 in the green this month, but it's barely up. Incidentally, the final three months of the year are typically the strongest performing months for the iPhone maker.Alphabet, just because it has outperformed its peers, does not mean it is a stock to shun. As recently as Monday, the company’s Google Cloud announced a multi-million-dollar contract with the NATO Communication and Information Agency (NCIA) to deliver highly secure, sovereign cloud capabilities. The company’s Gemini large-language model has been eating into market leader ChatGPT’s market share.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-dow-futures-climb-after-tough-week/cL5bGpMREfZ">Nasdaq, Dow Futures Climb After Tough Week — Strategist Says S&amp;P 500 Could Have Found Support At October Lows</a>

Bargain Hunting Among Beaten-Down Megacaps? This Mag 7 Stock Looks Like The Best Deal On The Rack

The MAGS ETF is up 16.6% YTD, although it is down about 7% in November due to multiple headwinds.

<ul class="summary-bullets"><li>“Just spent 2 hours on Gemini 3. I’m not going back,” says Marc Benioff.</li><li>Google’s new Gemini 3 AI model, which reportedly topped several benchmarks, has received an overwhelmingly positive response from users and tech leaders alike.</li><li>Gemini 3, released last Tuesday, is marketed around its advanced reasoning capabilities, large context window, and a Deep Think mode.</li></ul>Salesforce CEO Marc Benioff on Sunday heaped praises on Google’s latest artificial intelligence (AI) model, Gemini 3, and said he’s making it his LLM of choice after just two hours of use — the latest in a series of praise from top tech executives and users.“Holy sh**. I’ve used ChatGPT every day for 3 years. Just spent 2 hours on Gemini 3. I’m not going back,” Benioff said in a late Sunday&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Benioff/status/1992726929204760661?s=20">X post</a>.&nbsp;<blockquote>“The leap is insane — reasoning, speed, images, video… everything is sharper and faster. It feels like the world just changed, again.”</blockquote><h2 class="st-heading-2">Gemini 3 Heats Up AI Wars</h2>Google released Gemini 3, its latest and most advanced foundation model, last Tuesday, and immediately made it available through the Gemini app and AI search interface. The model, marketed for its advanced reasoning capabilities, large context window, and a Deep Think mode, scored a record 37.4 on the Humanity’s Last Exam&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://scale.com/leaderboard/humanitys_last_exam">benchmark</a>, which captures general reasoning and expertise.Gemini 3 arrived less than a week after OpenAI unveiled GPT-5.1 and just two months after Anthropic rolled out Sonnet 4.5 — underscoring the breakneck pace and intensifying arms race in AI development. Google also upgraded its latest Nano Banana image-generation model last week.<h2 class="st-heading-2">Users, Tech Leaders Shower Praise</h2>In a rare show of praise for a competitor, OpenAI CEO Sam Altman&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sama/status/1990828659981144462">said</a> Gemini 3 “looks like a great model.”&nbsp;Chamath Palihapitiya, CEO of Social Capital, said the model topped several benchmarks in a long&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/chamath/status/1992320835466809798">X post</a>. “The key insight is… Gemini 3 Pro was trained on Google’s own Tensor Processing Units (TPUs), not Nvidia GPUs. This gives Google a strong advantage over other firms that are in extreme competition for processing units,” he said.A sentiment analysis of X posts by Grok found that the user response for Gemini 3 is “predominantly positive” (about 80% positive in sampled posts), with excitement centered on its technical advancements, and practical utility in areas such as coding, multimodal reasoning, and agentic tasks.&nbsp;Users described the model as a "game-changer" or "phase transition" in AI capabilities, according to Grok. However, some also flagged its overtly "sterile" personality and heavy safety guardrails that limit creativity and edginess.Corporate America's leaders openly stating their preferred choice of AI chatbots has turned into a tool for boasting. Elon Musk, for example, recently <a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-finds-it-cool-that-eli-lilly-ceo-uses-grok-as-one-of-his-daily-advisors/cLPI1UKRE55">cheered</a> Eli Lilly CEO David Ricks for using xAI's Grok as one of his AI "advisors". In July, even Google CEO Sundar Pichai congratulated Musk on the launch of Grok 4, calling its progress "impressive." Musk, in turn, has also showered public praise on Pichai for Google's initiatives.<h2 class="st-heading-2">Alphabet’s Shares Propelling</h2>Given its recent moves and stock performance, Alphabet/Google has essentially come from behind and is eying the pole position in AI.&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">GOOGL stock</a> has been the top performer among the Maginificent 7 stocks this year, rising over 58%, and currently trades near an all-time high of $300.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-says-he-would-not-be-happy-if-fcc-lifts-tv-ownership-cap-fears-it-may-boost-radical-left-networks/cL5GHDeREfL">Trump Says He ‘Would Not Be Happy’ If FCC Lifts TV Ownership Cap, Fears It May Boost ‘Radical Left’ Networks</a>

In this photo illustration, the Gemini 3 logo is displayed on a smartphone screen with Google logo in the background. Google launched the AI model on Nov. 18. (Photo by VCG/VCG via Getty Images)

‘Holy Sh**’ Salesforce CEO Goes Gaga Over Google Gemini 3 After OpenAI CEO Sam Altman, Elon Musk Heap Praise Amid Fierce AI Chatbot War

Google released Gemini 3, its latest and most advanced foundation model, last Tuesday, and immediately made it available through the Gemini app and AI search interface.

<ul class="summary-bullets"><li>The project will roll out in stages, beginning with a 50-megawatt deployment supported by Nvidia hardware.</li><li>xAI’s technology will be paired with Humain’s infrastructure capabilities, and Nvidia will supply the AI chips.&nbsp;</li><li>Jensen Huang said Nvidia is jointly developing supercomputers with Saudi Arabia to simulate quantum systems.</li></ul>Elon Musk announced on Wednesday that xAI and Humain are partnering with Nvidia (NVDA) on a 500-megawatt data center project during the U.S.-Saudi Investment Forum.The effort represents one of the largest joint buildouts yet between Musk’s AI startup and the Saudi-backed company. Musk briefly misstated the figure on stage, calling it a “500-gigawatt” project, before correcting himself and joking about the slip.On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/XAI">xAI</a> – which is not a publicly traded company –&nbsp; trended in ‘bullish’ territory, accompanied by ‘high’ levels of chatter.&nbsp;The initiative will begin with a 50-megawatt first phase, marking the start of the large-scale rollout in renewable energy and AI infrastructure.&nbsp;xAI’s technology will be paired with Humain’s infrastructure capabilities, and Nvidia will supply the AI chips.&nbsp;<h2 class="st-heading-2">Nvidia’s Work In Saudi Arabia</h2>Nvidia CEO Jensen Huang, who was also on the same panel, said his company is working with Saudi Arabia to build supercomputers that simulate quantum computers. He stated these machines will leverage Nvidia hardware for controller operations and error correction, aiming to accelerate quantum research and next-generation AI modeling.Huang added that Nvidia is also collaborating with Humain on Omniverse digital twins, advanced simulations that replicate real-world environments for AI applications.<h2 class="st-heading-2">Humain-Nvidia Collaboration</h2>Humain and Nvidia announced a strategic partnership in May to build AI factories in Saudi Arabia with a capacity of up to 500 megawatts. The first phase includes an 18,000-unit Nvidia GB300 Grace Blackwell AI supercomputer connected through Nvidia InfiniBand networking.While Humain has said it is working with Nvidia and other chipmakers, Saudi Arabia still lacks U.S. approval to purchase the most advanced semiconductors. After Crown Prince Mohammed bin Salman’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-hails-saudi-600-billion-investment-crown-prince-sees-1-trillion-possibility/cLPVadTREJ2">meeting</a> with President Donald Trump on Tuesday, the administration signaled it is preparing to approve chip sales to Humain. Trump said Saudi Arabia will receive access to a “certain level of chips,” referencing pending U.S. export licenses for advanced computing technology.Humain also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/saudi-wealth-fund-backed-ai-firm-humain-set-to-reveal-new-us-partnerships-report/cLPVJqdRE7C">announced</a> new collaborations with Advanced Micro Devices (AMD) and Cisco (CSCO).Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/semr-stock-rockets-70-pre-market-after-adobe-moves-on-1-9-b-semrush-deal/cLPoJvcREBO">SEMR Stock Rockets 70% Pre-Market After Adobe Moves On $1.9B Semrush Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tesla, SpaceX and X CEO Elon Musk arrives to the inauguration of U.S. President-elect Donald Trump in the Rotunda of the U.S. Capitol on January 20, 2025. (Photo by Chip Somodevilla/Getty Images)

Elon Musk Announces xAI, Humain, Nvidia Partnership To Launch 500MW Project In Saudi Arabia

Musk made the announcement during a panel with Nvidia CEO Jensen Huang at the U.S.-Saudi Investment Forum.

Build Buffett's Berkshire-Like Portfolio With These ETFs

Build a Buffett-style portfolio with ETFs. Berkshire's latest moves spotlight GOOGL, staples, insurance picks and ETFs like GXPC, FCOM, IYK, PBJ, IAK and KBWP.



<ul class="summary-bullets"><li>Pichai posted two 'thinking' emojis in response to a Polymarket prediction with a 69% implied probability of the launch on the specified date.</li><li>Social media users have reported seeing&nbsp;Gemini 3 in certain Google products in recent days, suggesting a likely soft launch.</li><li>Notably, Warren Buffett's Berkshire Hathaway recently disclosed a $4.3 billion position in&nbsp;Alphabet shares.&nbsp;</li></ul>Alphabet CEO Sundar Pichai may have just teased the release of Gemini 3, Google's next flagship artificial intelligence (AI) model.Pichai <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sundarpichai/status/1989481514393121239">posted</a> the two 'thinking' emojis in response to an X post showing a Polymarket prediction of 69% implied probability that Gemini 3.0 will release on Nov. 22. Polymarket is a prediction marketplace that lets users bet on contracts regarding the outcome of real-world events such as product launches, elections, and economic data.To be sure, there were other contracts <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PolymarketMoney/status/1990158360134697058?s=20">featured</a> on Polymarket as well, pegging the release date as Nov. 18, Nov. 30, and so on.&nbsp;&nbsp;<h2 class="st-heading-2">A Soft Launch?</h2>This comes as Reddit and X users recently <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reddit.com/r/Bard/comments/1ovvmjo/not_hype_posting_gemini_3_is_rolling_out_to/">reported</a> spotting Gemini 3.0 in some of the company's products, most notably the Gemini Canvas tool and some versions of the Gemini mobile app. Google has a history of soft-launching features before their official launch for A/B experiments.&nbsp;<h2 class="st-heading-2">Big Expectations</h2>Expectations are high that Gemini 3 will excel in long-context performance, coding, and multimedia generation, and close the gap with leading AI models on various benchmarks. It is also rumored that the model will power Google Search, Android, Workspace, and YouTube more deeply, thereby expanding its real-world impact.Meanwhile, Apple is <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-22/apple-explores-using-google-gemini-ai-to-power-revamped-siri">reportedly</a> considering Gemini AI to power its next-generation Siri virtual assistant, expected to be rolled out next Spring.The AI race shows no signs of slowing, with OpenAI charging ahead with GPT-5.1 and ramping up investment in new features and infrastructure, while nearly every Big Tech company boosts its capex plans for next year. Startups like Perplexity and Anthropic continue to attract significant funding, while on the other side of the world, Chinese giants Alibaba and Baidu are accelerating their own AI efforts.<h2 class="st-heading-2">Investors' View</h2>Interestingly, Warren Buffett's Berkshire Hathaway, a tier 1 investor, <a href="https://stocktwits.com/news-articles/markets/equity/warren-buffett-s-berkshire-makes-bold-bet-on-alphabet-s-ai-future/cLPkZMtREI9">opened a</a> $4.3 billion position in Alphabet last quarter.&nbsp;On Stocktwits, retail sentiment toward Alphabet stock remained 'neutral' as of early Monday, with the message volume on the stream at 'normal' levels.&nbsp;"$GOOGL is one of the strongest juggernauts in the market and will continue to print new high after new high… going sideways or pulling back is a perfectly natural thing to expect, creating a buyable dip at a fair price," said a bullish user.<stembedurl>https://stocktwits.com/DirkDarwin/message/636416524</stembedurl>So far this year, GOOGL stock has increased by 46%, the highest among the "Magnificent Seven" stocks.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/steph-curry-slips-back-into-nike-after-under-armour-split-ceo-elliott-hill-vows-to-put-athletes-back-at-the-center/cLPkNzaREIa">&nbsp;Steph Curry Slips Back Into Nike After Under Armour Split: CEO Elliott Hill Vows To Put Athletes 'Back At The Center'</a>

The Gemini logo appears on a smartphone screen, and the Google logo serves as the background. (Photo by Nikolas Kokovlis/NurPhoto via Getty Images)

Google Gemini 3 Dropping This Month? Sundar Pichai's Post Fuels Retail, AI Developer Speculation

Pichai posted two 'thinking' emojis in response to a Polymarket prediction with a 69% implied probability of the launch on the specified date.

<ul class="summary-bullets"><li>Microsoft reported its second Microsoft 365 outage in less than a month, disrupting Teams for Education.</li><li>The issue prevented users from opening or loading assignments and grades.</li><li>The company is restarting backend systems and implementing configuration changes to resolve the problem.</li></ul>Microsoft (MSFT) reported a second major disruption in less than a month to its Microsoft 365 platform, affecting users of Teams for Education across Europe on Wednesday.&nbsp;According to Microsoft’s support account on X, the issue has prevented administrators and other users from opening or loading assignments and grades in Microsoft Teams for Education. “Any user with a Microsoft Teams Educational account may be unable to open or load assignments and grades,” the company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MSFT365Status/status/1988560064433516943">wrote,</a> directing affected users to the admin center for updates.<figure class="image"><a class="st-link-external" href="https://x.com/MSFT365Status/" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:820/266;" src="https://news.stocktwits-cdn.com/MSFT_1_jpg_0f2b6570a3.webp" alt="MSFT1.jpg" width="820" height="266"></a><figcaption>@MSFT365Status/X</figcaption></figure><a href="http://stocktwits.com/symbol/MSFT">MSFT’s stock</a> edged 0.3% in pre-market trade with retail sentiment around the software giant trending in ‘neutral’ territory over the past day.Microsoft said it is restarting certain backend infrastructure components that power Teams services to try and mitigate the impact. In its latest&nbsp;update, the company stated that while the issue was initially identified among administrators, it has now affected a broader group of users.Microsoft did not provide a timeline for full restoration, but said updates would be communicated through the Microsoft 365 admin center.<figure class="image"><a class="st-link-external" href="https://x.com/MSFT365Status/" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:820/542;" src="https://news.stocktwits-cdn.com/MSFT_2_jpg_5afbed59da.webp" alt="MSFT2.jpg" width="820" height="542"></a><figcaption>@MSFT365Status/X</figcaption></figure>The outage comes less than a month after a previous&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-hit-by-azure-office-365-service-disruptions-ahead-of-q3-results/cLGZMHUR3wU">service disruption&nbsp;</a>on October 29, which latest nearly eight hours and was caused by a configuration error in Azure Front Door (AFD) – Microsoft’s content delivery network service. The issue highlights persistent reliability risks for businesses and educational institutions heavily dependent on Microsoft 365’s collaboration and productivity tools, especially Teams.&nbsp;In its latest update, Microsoft&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MSFT365Status/status/1988623718566772790?s=20">said</a> its making a configuration change to resolve the issue that was preventing us from connecting additional backend infrastructure to the affected service and mitigating user impact.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jim-cramer-says-the-year-of-magical-investing-is-ending/cLPIu0JRE5o">Jim Cramer Says The ‘Year of Magical Investing’ Is Ending – ‘Too Much OpenAI IOUs Flying Around’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Microsoft office building is in the RheinauArtOffice in Cologne, Germany, on September 11, 2025. (Photo by Michael Nguyen/NurPhoto via Getty Images)

Second Microsoft Outage In A Month Disrupts Teams Access Across Europe 

Microsoft did not provide a timeline for full restoration, but said updates would be communicated through the Microsoft 365 admin center.

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