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Invesco QQQ Trust Series 1

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is currently facing intense community frustration as it trades sideways while competitors like AMD see significant parabolic moves. Investors remain divided between concerns over valuation saturation and anticipation for an upcoming earnings beat that could finally trigger a major breakout.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is surging following a blowout earnings report characterized by massive data center growth and strong AI infrastructure demand, with analysts aggressively raising price targets. The community is buzzing with excitement over the stock's parabolic move, fueling intense debate between retail bulls celebrating a "generational" trend and skeptics pointing to soaring valuation multiples and signs of market irrationality.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is seeing significant volatility and community frustration ahead of its earnings call, with shareholders closely watching for updates on the Sanofi partnership, Pfizer adjuvant licensing, and potential cost-cutting measures. Investors are increasingly vocal about their discontent with management's communication and compensation packages, actively organizing to vote against board recommendations while speculating on long-term catalysts for the Matrix-M platform.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer (SMCI) is trending after a significant surge in after-hours trading driven by an earnings beat and strong margin recovery, which has largely eased concerns regarding profitability and prior accounting-related overhangs. The community is actively debating the stock's potential for a massive short squeeze given high short interest, while some remain cautious about management's communication style and ongoing institutional skepticism despite the company's robust data center infrastructure growth.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The S&P 500 is trading at record highs as the market reacts to shifting geopolitical headlines surrounding a potential de-escalation of the Iran war. While bullish sentiment remains driven by AI sector momentum and institutional buybacks, investors are actively debating the sustainability of this rally amidst concerns over oil price volatility, inflation, and the possibility of a looming liquidity drain.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is trending as traders navigate extreme bullish momentum driven by AI-focused semiconductor strength and ongoing geopolitical speculation regarding potential peace deals in the Middle East. While retail investors continue to pile into tech assets, the community remains sharply divided between those betting on an endless parabolic rally and others cautioning that technical indicators suggest the market is significantly overextended.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as retail and institutional investors pile into the stock, fueled by unprecedented demand for memory chips in AI data centers and ongoing excitement over new high-capacity product announcements. While the community is debating whether this parabolic rally represents a sustainable shift in memory sector fundamentals or a classic bubble, many investors are actively discussing potential stock splits and aggressive price targets as Micron hits new highs.

Oscar Health, Inc. is a healthcare insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health is experiencing heightened investor focus driven by a major insider purchase of 1 million shares by CEO Mark Bertolini, fueling optimism about the company's path to profitability and reaffirmed full-year guidance. Community sentiment remains split between long-term bulls encouraged by the leadership's conviction and disruptive potential of the Lucie AI platform, and skeptics who remain wary of volatility, historical margin pressures, and the stock's recent price retracement.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Investors in the semiconductor sector are engaged in a volatile tug-of-war, with many expressing deep frustration as relentless momentum-driven buying continues to fuel a sector-wide melt-up that disregards valuation concerns and technical decay. The community is actively debating whether to capitulate on their bearish bets or hold for a long-awaited reversal, while sentiment remains intensely polarized between those chasing historic gains and those warning of a bubble-burst scenario.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is currently trending as investors speculate on upcoming international expansion and potential FDA updates, fueling heavy discussion around a possible short squeeze given the elevated short interest. Community sentiment remains aggressively bullish, with many focusing on the company's progress with Anktiva and Dr. Patrick Soon-Shiong's recent, cryptic social media activity signaling global momentum.

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<ul class="summary-bullets"><li>Advanced Micro Devices reported a first-quarter profit of $1.38 billion and revenue of $10.25 billion, exceeding analyst estimates; second-quarter forecasts were also above targets</li><li>CEO Lisa Su signaled that AI-driven sales growth would remain strong in the coming years.</li><li>Stocktwits sentiment for AMD shifted to ‘extremely bullish’ from ‘bullish,’ but some traders expressed skepticism about whether the rally would sustain.</li></ul>Advanced Micro Devices shares surged 17% in early premarket trading on Wednesday after the chipmaker delivered a strong quarterly report and upbeat outlook, prompting an upgrade from Goldman Sachs.&nbsp;If the move holds in the regular session, it would be AMD’s best single-day performance in about seven months.Goldman Sachs upgraded AMD to ‘Buy’ from ‘Neutral’ and increased the price target to price target $450 from $240, which implies a 27% from the stock’s close on Tuesday.&nbsp;Pointing to tailwinds in AMD’s server CPU business, Goldman Sachs said it expects the company to be a major beneficiary of the surge in agentic AI tools, adding that its x86 architecture is likely to remain central to the new wave of deployments.Roth Capital bumped up its AMD price target to $500 from $300 and kept its ‘Buy’ rating, noting the company’s strong results and forecasts.<h2 class="st-heading-2">AMD Results, Commentary</h2>AMD’s revenue rose 38% to $10.25 billion in the last quarter, beating analysts’ estimates of $9.9 billion, with data center segment sales surged 57%. The company guided current-quarter revenue of $11.2 billion, plus or minus $300 million, also higher than the $10.54 billion analysts had penciled in.On the analyst call, CEO Lisa Su signaled that AI-driven sales growth would remain strong in the coming years.“Based on the demand signals we are seeing today and the structural increase in CPU compute requirements driven by agentic AI, we now expect the server CPU TAM to grow at greater than 35% annually, reaching over $120 billion by 2030,” Su said.“It’s happening at a much faster pace… we’re seeing significantly more CPU demand from really every major cloud provider, as well as enterprise customers… We now expect server CPU revenue to grow by more than 70% year over year in the second quarter, with robust growth continuing through the second half of 2026 and into 2027,” she added.Last week, Intel reported quarterly revenue and forecast that also beat expectations, triggering a 24% rally in its shares the next day.<h2 class="st-heading-2">Retail View On AMD Improves, But Some Remain Skeptical</h2>On Stocktwits, the retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD</a> shifted to ‘extremely bullish’ from ‘bullish.’ Some traders appeared skeptical whether the rally would sustain after AMD had already risen 66% year to date, while others noted the stock crossing the notional $420 milestone.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_06_at_2_48_15_PM_png_137362fa39.webp" alt="Screenshot 2026-05-06 at 2.48.15 PM.png" width="537" height="91"><figcaption>AMD sentiment and message volume as of May 6 | Source: Stocktwits</figcaption></figure>A trader&nbsp;<a href="https://stocktwits.com/Alwaysneaker/message/652387538">wrote</a>: “It’s wild watching people pile into AMD at $400+ when they wouldn't touch it at a 50% discount two months ago. FOMO is a hell of a drug. I’ll be waiting for these same buyers to panic-sell it back to $300 or $280 in a few months. Buy the fear, sell the hype—or get caught in the middle.“I’m staying up to light a joint at 420 lol,” another trader said in a lighter vein.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-peer-lite-stock-dips-premarket-despite-earnings-beat-retail-only-gets-more-bullish/cZQyC1YReaS">POET Peer LITE Stock Dips Premarket Despite Earnings Beat — Retail Only Gets More Bullish</a>&nbsp;&nbsp;

In this photo illustration, a AMD logo seen displayed on a smartphone screen. 

AMD Rallies Premarket After Blowout Results: Goldman Upgrades Stock, Calls It 'Outsized' Winner In Agentic AI 

CEO Lisa Su said AMD is “seeing significantly more CPU demand from really every major cloud provider as well as enterprise customers.”

Equity

<ul class="summary-bullets"><li>Signals of easing geopolitical tensions in the Middle East buoyed sentiment.</li><li>AMD’s blowout forecast reignited the AI trade, pushing Nasdaq futures higher in early trading.</li><li>The ADP Private Payrolls report for April will be released today, providing clues on the labor market’s health ahead of Friday’s official jobs report.&nbsp;</li></ul>U.S. stock futures rose early Wednesday with investors monitoring signals of a breakthrough in the Middle East and a blockbuster earnings report from chipmaker AMD.&nbsp;On Tuesday night, President Trump announced "Great Progress" toward a final agreement with Iran, pausing "Project Freedom" to allow for mediation. Meanwhile, Iran has reportedly said it would accept only a "fair and comprehensive agreement" in its negotiations with the U.S.&nbsp;As of 4:00 a.m. ET on Wednesday: Dow, S&amp;P 500, and Russell 2000 futures rose 0.3%, Nasdaq futures gained 0.7%.Retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq-100 Index, has remained ‘bullish’ from ‘extremely bullish’ earlier this week.Trending Stocks To WatchAdvanced Micro Devices (AMD)&nbsp;stock rose 19% in early pre-market trade on Wednesday after reporting stellar earnings and a massive $11.2 billion Q2 revenue outlook driven by AI data center growth. Keep an eye on&nbsp;Nvidia (NVDA)&nbsp;stock in trade too today.Meta Platforms (META):&nbsp;Reports suggest that the company is developing "Hatch," an AI consumer agent and Instagram shopping tool, to monetize its AI investments.AAPL (Apple):&nbsp;Has settled a $250 million lawsuit regarding delayed Siri AI features, clearing a legal hurdle for its software roadmap.Watch out for&nbsp;Tesla (TSLA)&nbsp;as the U.S. reportedly prepares to impose a potential 25%&nbsp;tariff on EU car imports, which could shift the competitive landscape for EVs.Novo Nordisk (NVO) rose 8% in early pre-market trade after it raised its 2026 outlook on explosive demand for its new Wegovy pill. Novo said total prescriptions for the new obesity pill have now exceeded 2 million since its January launch.Immunity Bio (IBRX)&nbsp;is garnering heavy retail attention after its founder, Patrick Soon-Shiong, said the company’s AI-powered immune-cell manufacturing robot is already in production and is scheduled for delivery this month. This comes as the company gears up to declare fresh Anktiva and BCG data next week.Digi Power X Inc. (DGXX) shares were trending on Stocktwits over optimism for its multi-billion-dollar deal with Nvidia’s rival, Cerebras Systems.&nbsp;Strategy (MSTR) is also garnering retail attention after Michael Saylor said the company could potentially sell Bitcoin.&nbsp;Super Micro Computer (SMCI)&nbsp;stock surged 17% in early pre-market trade after it forecast fourth-quarter revenue and adjusted profit above Wall Street estimates.&nbsp;Other tickers trending on Stocktwits&nbsp;at the time of writing included Lucid Group (LCID), Micron Technology (MU), Upstart Holdings (UPST), and Sandisk Corp (SNDK).Other Catalysts To WatchOn the economic front, traders will be watching the release of the ADP Private Payrolls report for April, seeking clues on the labor market’s health ahead of Friday’s official jobs report.&nbsp;On earnings radar, watch out for quarterly reports from Walt Disney (DIS), Uber (UBER), CVS Health (CVS), Kraft Heinz (KHC), and Marriott (MAR), among others, today.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Rise On Iran Deal Hopes, AMD Rally Lifts Tech: Why NVDA, TSLA, SMCI, NVO, IBRX, DGXX Are In Focus

Data from Stocktwits shows that retail traders’ sentiment has moderated mildly to ‘bullish’ on SPY and QQQ.

<ul class="summary-bullets"><li>Alphabet surpassed Nvidia’s market cap&nbsp;twice in 2024.</li><li>NVDA has a lower price-to-earnings ratio and lower RSI readings than GOOGL.</li><li>Stocktwits sentiment was ‘extremely bullish’ for both GOOGL and NVD.</li></ul>Alphabet briefly surpassed Nvidia as the world's most valuable company on Tuesday as the GOOGL stock jumped to a fresh high of $399.01 in extended trading before settling lower, but Nvidia still managed to hold on to the lead.At peak prices in the after-hours session, Alphabet’s market capitalization edged ahead at $4.83 trillion, narrowly topping Nvidia’s $4.80 trillion. By the close, however, Nvidia had reclaimed the lead, ending at $4.79 trillion compared to Alphabet’s $4.78 trillion.In recent years, Alphabet has surpassed Nvidia on two occasions, as the chart below shows. &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260506_075918274_png_09c69c7903.webp" alt="koyfin_20260506_075918274.png"></figure> <a href="https://stocktwits.com/symbol/GOOGL">GOOGL stock</a> gained 1.6% in Tuesday’s extended session, while&nbsp;<a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> rose 0.5%.&nbsp;The milestone&nbsp;underscores the&nbsp;divergent&nbsp;views&nbsp;between the two companies. Alphabet is gaining fresh momentum following its earnings, with the stock up 11% since the April 29 report, which highlighted blowout growth in its cloud unit and solid traction in its core search business. Up 24% year to date, GOOGL stock is currently at an all-time high.On the other hand, NVDA stock has cooled&nbsp;off&nbsp;lately and is down 10% from its April 27 peak. Curiously, the&nbsp;broader semiconductor ETF, SOXX, has continued to soar – on the back of strong results and gains in Intel, Texas Instruments, and Marvell Technology. Advanced Micro Devices, too, posted a blowout report on Tuesday.<h2 class="st-heading-2">How Retail Traders Feel About GOOGL, NVDA</h2>On Stocktwits, the retail sentiment was ‘extremely bullish’ for both GOOGL and NVDA stocks as of late Tuesday. However, a few other metrics showed NVDA was approaching a more favorable zone for investors.Alphabet's next 12-month price-to-earnings ratio is 30.8, while the metric for NVDA was 23.6. The relative strength index (RSI) reading was 81.30 for GOOGL and 50.82 for NVDA.RSI above 70&nbsp;indicates overbought conditions, below 30 signaling oversold levels, and values between 30 and 70 suggesting a neutral range.About 95% of the analysts covering NVDA had a ‘Buy’ or higher rating for NVDA stock, with an average price target of $269.17, implying a 38% upside from the stock’s last close, per Koyfin data. In comparison, about 90% of the analysts had a ‘Buy’ or higher rating on GOOGL, with a price target of $421. That is just 8% higher than the stock’s last close.Traders expressed frustration about the dull move in Nvidia shares.&nbsp;“$NVDA I would love to hear anyone's rational explanation on how this stock can be down 8% over the last five days with tech rallying? This company has nothing but break record after record for growth and earnings, and this is pure b*******,”&nbsp;<a href="https://stocktwits.com/Kevin__P/message/652383266">remarked</a> a trader on Stocktwits.To be sure, both NVDA and GOOGL streams showed traders advising traders to load up on shares.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

A person using a computer and smartphone to view Google. (CFOTO/Future Publishing via Getty Images)

GOOGL Dethrones NVDA As Most Valuable Company — But Which Stock Is The Better Bet Right Now?

The Google parent’s market capitalization, at $4.83 trillion, briefly surpassed Nvidia’s in the extended trading session on Tuesday.

<ul class="summary-bullets"><li>Dow Jones futures were about 0.25% higher at the time of writing, while S&amp;P 500 futures were up 0.26% and Nasdaq 100 futures gained 0.53%.</li><li>On Tuesday, the S&amp;P 500 and the Nasdaq Composite notched fresh highs.&nbsp;</li><li>Oil futures declined in Tuesday’s overnight session amid Trump’s efforts to pause escorts through the Strait of Hormuz.</li></ul>U.S. stock futures edged higher in Tuesday’s extended trading hours after President Donald Trump said that “Great Progress” has been made in Iran, adding that "Project Freedom” will be paused temporarily.Dow Jones futures were about 0.25% higher at the time of writing, while the S&amp;P 500 futures were up 0.26% and Nasdaq 100 futures gained 0.53% as of 9.03 p.m ET. &nbsp;Among ETFs tracking benchmark indexes, the <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, and the <a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> were climbing higher. Meanwhile, retail sentiment on Stocktwits for three indexes was green.<h2 class="st-heading-2">How Did US Markets Fare?</h2>On Tuesday, the S&amp;P 500 and the Nasdaq Composite notched fresh highs, climbing to 7,273.26 and 25,361.05, respectively. Meanwhile, the Dow Jones Industrial Average added more than 356 points to close 0.73% higher.<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>0.73%</td><td>49,298.25</td></tr><tr><td>S&amp;P 500</td><td>0.81%</td><td>7,259.22</td></tr><tr><td>Nasdaq Composite</td><td>1.03%</td><td>25,326.12</td></tr></tbody></table></figure></div><h2 class="st-heading-2">US Market Drivers</h2>U.S. stock markets soared on Tuesday after strong earnings results from companies and a rally in artificial intelligence-related stocks propped up indexes, while tensions between the U.S. and Iran seemingly abated.Trump indicated in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116524418935002706">post</a> on Truth Social on Tuesday that an agreement with Iran was in progress, stoking hopes for a resolution in the war that is now in its tenth week and has left the critical Strait of Hormuz choked, pressuring global energy supplies.“Based on the request of Pakistan and other Countries, the tremendous Military Success that we have had during the Campaign against the Country of Iran and, additionally, the fact that Great Progress has been made toward a Complete and Final Agreement with Representatives of Iran, we have mutually agreed that, while the Blockade will remain in full force and effect, Project Freedom (The Movement of Ships through the Strait of Hormuz) will be paused for a short period of time to see whether or not the Agreement can be finalized and signed,” he said.Earlier, Defense Secretary Pete Hegseth also confirmed that the ceasefire between the two countries was still holding despite the tensions in the Strait on Monday.Markets will be keyed in to earnings from major companies, including Walt Disney (DIS), Warner Bros Discovery (WBD), Uber Technologies (UBER), and Arm Holdings (ARM), among others, on Wednesday. On the economic front, investors will also keep a watch for ADP’s private payrolls report for April.<h2 class="st-heading-2">Trending Stocks To Watch</h2>Advanced Micro Devices Inc. (AMD): The chipmaker soared more than 14% in Tuesday’s overnight session after posting <a href="https://stocktwits.com/news-articles/markets/equity/amd-stock-soars-q1-data-center-revenue-surge-upbeat-q2-guidance/cZQDf99Re9x">first-quarter (Q1) results</a> that soared past street expectations, after data center revenue surged. The company also forecast second-quarter (Q2) results far ahead of projections.Super Micro Computer Inc. (SMCI): The artificial intelligence server maker soared more than 18%, rebounding from its March decline on its <a href="https://stocktwits.com/news-articles/markets/equity/smci-stock-soars-as-revenue-more-than-doubles/cZQDWtZRe9y">fiscal third-quarter (Q3) revenue</a> more than doubling amid soaring AI demand. The company’s forecast came in ahead of consensus estimates, indicating strong demand for its AI-optimized rack-scale server solutions.ImmunityBio, Inc. (IBRX): The clinical-stage biotech company garnered attention after its founder, Patrick Soon-Shiong, touted <a href="https://stocktwits.com/news-articles/markets/equity/ibrx-stock-jumps-after-hours-anktiva-global-expansion/cZQyFJxRe96">“unstoppable” global expansion</a> for Anktiva amid ongoing scrutiny from the Food and Drug Administration (FDA) in the U.S.Micron Technology Inc. (MU): The memory chipmaker’s shares surged more than 11% on Tuesday amid soaring demand for memory. The uptick pushed Micron’s market capitalization to over $700 billion for the first time.<h2 class="st-heading-2">Broader Market Trends</h2>Oil futures declined in Tuesday’s overnight session amid Trump’s efforts to pause escorts through the Strait of Hormuz. Brent crude futures expiring in July were down about 1.08%, trading at around $108.68 a barrel, while WTI crude futures expiring in June were down 1.31% to $100.93 a barrel at the time of writing.Treasury yields on the benchmark 10-year were at 4.426%, while gold traded around $4,610.35 an ounce.Asian markets followed U.S. stocks, climbing higher at the open on Wednesday as the KOSPI, Nikkei 225 and SSE Composite indexes were all in green at the time of writing. Australian stocks were also higher at the open.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tourists visit the Wall Street bull statue in the Financial District, August 22, 2018 in New York City. 

Dow, S&P 500, Nasdaq Futures Climb As Trump Touts ‘Great Progress’ In Iran: AMD, SMCI, IBRX, MU Stocks In Focus Today

President Donald Trump indicated on Tuesday that an agreement with Iran was in progress, stoking hopes for a resolution in the Middle East war.

Invesco QQQ (NASDAQ:QQQ) Trading 1.3% Higher   - Time to Buy?

Invesco QQQ (NASDAQ:QQQ) Trading Up 1.3% - Still a Buy...

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Value Stocks To Follow Today - May 5th

Invesco QQQ, Intel, CoreWeave, Circle Internet Group, Arcellx, Nebius Group, and ProShares UltraPro Short QQQ are the seven Value stocks to watch today, according to MarketBeat's stock screener tool...

<ul class="summary-bullets"><li>President Trump said during the press conference that he wants Iran’s financial system to collapse, adding that the U.S. is actively working on making sure it fails.</li><li>He also highlighted that Iran wants to make a deal, despite the public posturing by the country’s representatives.</li><li>Trump praised Treasury Secretary Scott Bessent for imposing sanctions on Iran, while adding that the Iranian currency is now worthless.</li></ul>President Donald Trump on Tuesday stated that his Chinese counterpart, Xi Jinping, has been very respectful regarding the U.S. blockade on Iranian oil exports amid the ongoing war.During a White House press conference on Tuesday, President Trump said the U.S. has proposed that China send its ships to the United States to meet its crude oil needs.“He has been very nice about this. China gets about 60% of its oil from Hormuz, and I think he has been very respectful. We haven’t been challenged by China… no one challenges us,” he said.Trump added that Xi would not challenge the U.S. because of him.“I have a very good relationship with President Xi. I find him to be a tremendous guy, and we get along well. You see how we do a lot of business with China, we make a lot of money,” he said.<h2 class="st-heading-2">Trump Says He Wants Iran’s Financial System To Fail</h2>President Trump said during the press conference that he wants Iran’s financial system to collapse, adding that the U.S. is actively working on making sure it fails.He also highlighted that Iran wants to make a deal, despite the public posturing by the country’s representatives. Trump praised Treasury Secretary Scott Bessent for imposing sanctions on Iran, while adding that the Iranian currency is now worthless.“They play games, but let me just tell you, they want to make a deal, and who wouldn’t, when your military is totally gone,” he said.<h2 class="st-heading-2">Higher Oil Prices A Small Price To Pay, Says Trump</h2>President Trump also stated that higher oil prices are a small price to pay as the U.S. seeks to prevent Iran from obtaining a nuclear weapon.He added that the price of oil has not risen as high as he had expected, noting that he had expected it to soar to anywhere between $200 and $300 per barrel.Meanwhile, crude oil prices declined on Tuesday. U.S. West Texas Intermediate (WTI) crude futures expiring in June were down nearly 4%, hovering around $102 a barrel. Brent crude futures expiring in July fell 3% to hover around $110 a barrel.The&nbsp;<a href="https://stocktwits.com/symbol/USO">United States Oil Fund ETF</a> (USO) fell about 3%, while the&nbsp;<a href="https://stocktwits.com/symbol/UCO">ProShares Ultra Bloomberg Crude Oil ETF</a> (UCO) declined 4%.“I look today, it’s like at 102 (dollars), and that’s a very small price to pay for getting rid of a nuclear weapon from people that are really mentally deranged,” he said.<h2 class="st-heading-2">Iranian Parliament Speaker Says Status Quo Intolerable For US</h2>Iranian Parliament Speaker MB Ghalibaf stated in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/mb_ghalibaf/status/2051542580597338168">post</a> on X on Tuesday that the status quo is intolerable to the U.S., and that Iran has not even begun yet.“The new equation of the Strait of Hormuz is in the process of being solidified. The security of shipping and energy transit has been jeopardized by the United States and its allies through the violation of the ceasefire and the imposition of a blockade,” he said.Meanwhile, U.S. equities gained in Tuesday’s midday trade. At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was up 0.76%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) rose 1.26%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) gained&nbsp; 0.47%. Retail sentiment on Stocktwits regarding the S&amp;P 500 ETF was in the ‘bullish’ territory.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/frmi-ex-ceo-calls-special-shareholder-meeting-what-is-agenda/cZQD2TyRe9K">FRMI's Ex-CEO Calls For A Special Shareholder Meeting — What Is On The Agenda?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump greets Chinese President Xi Jinping ahead of a bilateral meeting at Gimhae Air Base on October 30, 2025 in Busan, South Korea

Trump Says Xi Jinping Has Been Very Respectful About US Blockade On Iranian Oil Exports — 'We Haven't Been Challenged By China'

During a White House press conference on Tuesday, President Trump said the U.S. has proposed that China send its ships to the United States to meet its crude oil needs.

<ul class="summary-bullets"><li>Micron touted that its new SSD, built with its G9 QLC NAND technology, is at least one generation ahead of any competing QLC used in data center SSDs.</li><li>The company also stated that the 6600 ION SSD requires 82% fewer racks to achieve the same raw storage capacity as hard disk drive (HDD)-based deployments.</li><li>Micron’s Jeremy Werner added that this new SSD will help data center operators improve rack-level total cost of ownership, especially given the power constraints affecting the AI industry.</li></ul>Shares of Micron Technology Inc. (MU) soared more than 13% on Tuesday morning after the company announced it had begun shipping its 245TB Solid State Drive (SSD) for data centers.Micron stated that the new 6600 ION data center SSD is the world’s highest-capacity commercially available SSD.<h2 class="st-heading-2">MU Touts Its New SSD’s Capabilities</h2>Micron touted that its new SSD, built with its G9 QLC NAND technology, is at least one generation ahead of any competing QLC used in data center SSDs.The company also stated that the 6600 ION SSD requires 82% fewer racks to achieve the same raw storage capacity as hard disk drive (HDD)-based deployments.“AI workloads are driving massive growth in shared data, continuing the shift of data center storage share from HDDs toward SSDs. With 245TB in a single SSD, the Micron 6600 ION makes solid state storage the clear choice for modern data centers," said Jeremy Werner, senior vice president and general manager of Micron's Core Data Center Business Unit.Werner added that this new SSD will help data center operators improve rack-level total cost of ownership, especially given the power constraints affecting the AI industry.<h2 class="st-heading-2">MU Stock Hits New All-Time High</h2><a href="https://stocktwits.com/symbol/MU">Micron shares</a> reached a new all-time high of $651.74 on Tuesday before paring some of the gains to hover around $644. MU was the top trending ticker on Stocktwits at the time of writing.Micron stated that its new SSD consumes only half the power of a comparable-capacity HDD, with a maximum power rating of 30 watts. The company added that for AI workloads, this SSD delivers up to 84 times better energy efficiency, 8.6 times faster AI preprocessing, 3.4 times higher ingest throughput, and up to 29 times lower latency.<h2 class="st-heading-2">IDC Lays Down The Bull Case For MU</h2>Industry research firm IDC laid down the bull case for Micron and other storage companies in a recent note.“Hyperscalers are buying a fundamentally different, more expensive class of memory and are willing to pay a premium to secure supply,” the firm stated. It added that NAND Flash revenues are forecast to reach $174 billion in 2026, up nearly 139% from the previous year.IDC added that, unlike DRAM, the NAND market is seeing broader repricing. Enterprise SSD prices have surged as hyperscalers secure supply, which is tightening availability across consumer and OEM channels.<h2 class="st-heading-2">What Do Retail Traders Think Of MU?</h2>Retail sentiment on Stocktwits around&nbsp;Micron Technology trended in the ‘extremely bullish’ territory with message volumes at ‘high’ levels.One user thinks MU stock will continue to rise through its next earnings report.<stembedurl>https://stocktwits.com/stray1000/message/652294826</stembedurl>MU stock is up 126% year-to-date and 702% over the past 12 months. The S&amp;P 500 ETF Trust (SPY) is up 28% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 40%.The iShares Semiconductor ETF (SOXX) is up 154% during this period, while the State Street Technology Select Sector SPDR ETF (XLK) is up 53%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/blze-stock-soaring-today-after-q1-beat-on-ai-buzz/cZQDG58Re94">This Cloud Storage Stock Is Up 68% Today — What’s Fueling The Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Micron Technology Ink logo is displayed on a mobile phone with the company branding visible in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

MU Stock Soars To New All-Time High — A New Product Is Driving The Buzz

Micron announced the new 6600 ION data center SSD, the world’s highest-capacity commercially available SSD.

<ul class="summary-bullets"><li>PayPal stated that it plans to reinvest the savings in its business and use AI to improve the speed and interoperability of its products.</li><li>The company added that it is also exploring the expansion of its consumer financial services offerings through Venmo.</li><li>PayPal also stated that it will undertake organizational changes to simplify its structure, strengthen accountability, and enable faster decision-making.</li></ul>PayPal Holdings Inc. (PYPL) shares gained in Tuesday’s pre-market trade after the company’s new CEO, Enrique Lores, announced plans to accelerate the adoption of artificial intelligence technology to save costs.Lores stated that PayPal intends to achieve gross run-rate savings of at least $1.5 billion over the next two to three years, even as its profits are declining.PayPal reported a net profit of $1.11 billion in the first quarter (Q1), or earnings per share (EPS) of $1.21, compared to a net profit of $1.29 billion or an EPS of $1.29 during the same period a year ago.<a href="https://stocktwits.com/symbol/PYPL">PayPal shares</a> were up more than 1% in Tuesday’s pre-market trade.<h2 class="st-heading-2">PYPL Plans To Embed AI To Cut Costs</h2>PayPal plans to accelerate the adoption of AI across its products and services. The company added that it also plans to reinvest the savings in its business and use AI to improve the speed and interoperability of its products.“We are taking deliberate steps to sharpen our strategy, simplify our organization, and improve both our growth trajectory and cost structure by focusing our investments where we believe they will have the greatest impact,” Lores said.The company stated that it is also exploring the expansion of its consumer financial services offerings through Venmo.PayPal also stated that it will undertake organizational changes to simplify its structure, strengthen accountability, and enable faster decision-making.<h2 class="st-heading-2">PYPL’s Second Major Initiative Under Lores</h2>This is PayPal’s second major initiative under Lores. Last week, the company announced that it would reorganize its business into three units: Checkout Solutions &amp; PayPal, Consumer Financial Services &amp; Venmo, and Payment Services &amp; Crypto.The company also plans to accelerate automation across the board to further reduce costs.<h2 class="st-heading-2">PYPL’s Q1 At A Glance</h2>PayPal reported adjusted EPS of $1.34 on revenue of $8.4 billion in Q1, while Wall Street analysts expected an EPS of $1.27 on revenue of $8.1 billion, according to Fiscal.ai data.Transaction margin dollars, a key measure of PayPal’s profitability, rose 3% year-on-year in Q1 to $3.8 billion. Total payment volume increased 11% to $464 billion.Payment transactions per active account on a trailing 12-month basis decreased 1% to 58.7, while active accounts increased 1% year-on-year to 439 million.The company stated that it expects fiscal year 2026 EPS to decline in the low single digits or be slightly positive.<h2 class="st-heading-2">How Did Retail Traders React To PYPL Earnings?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/PYPL">PayPal</a> trended in the ‘bullish’ territory with message volumes at ‘high’ levels. PYPL was among the top trending tickers on the platform at the time of writing.One bullish user called PayPal’s Q1 results way better than the previous quarter.<stembedurl>https://stocktwits.com/g_man_/message/652268072</stembedurl>Another user thinks PYPL stock should easily be trading in the $70s.<stembedurl>https://stocktwits.com/KopOut/message/652267552</stembedurl><a href="https://stocktwits.com/symbol/PYPL">PYPL stock</a> is down 14% year-to-date and 25% over the past 12 months. The S&amp;P 500 ETF Trust (SPY) is up 27% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 38%.The Vanguard Total Stock Market Index Fund ETF (VTI) and the Vanguard S&amp;P 500 ETF (VOO) are both up 27% during this period.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-veee-stock-drawing-investor-attention-today/cZQwwbIReBp">Why Is VEEE Stock Drawing Investor Attention Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of PayPal Holdings Inc. 

PayPal Plans Acceleration Of AI Adoption To Save $1.5B In Costs – ‘We Are Taking Deliberate Steps To Sharpen Our Strategy’

PayPal CEO Enrique Lores announced the second major initiative under his leadership.

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Memory stocks have surged over the past year - is the run overdone or still early innings?

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Traders are debating whether the ongoing tech rally is a genuine growth phase or a fragile, AI-driven bubble ready to pop.

Market volatility is peaking on conflicting reports about a potential US-Iran ceasefire and the status of oil shipping lanes.

A growing chorus of retail investors feel the market is disconnected from reality and manipulated by systemic corruption.

Bears are becoming increasingly vocal about their mounting losses after being continuously burned by an unrelenting bull market.

Sentiment is shifting as participants aggressively revise price targets, with $700 becoming the new focal point for momentum bulls.

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