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Venice boasts an innovative approach to generative AI with its unique privacy architecture, access to competitive features including multiple leading open-source LLM models such as DeepSeek R1, PDFs analysis, and image and code generation. An unrestricted AI Characters feature is available with its Pro version, Venice Pro.   VVV is designed to minimize friction and reduce costs for AI agents and developers to access private, reliable, on-demand and perpetual AI inference via Venice.ai's API.

Venice Token

Venice Token (VVV) is trending due to recent token burns, a permanent reduction in its annual emission rate, and surging platform activity for its private, uncensored AI services. The community highlights its significant undervaluation compared to AI peers, anticipating further growth given its strong tokenomics and increasing utility in the AI sector.

ZIM Integrated Shipping Services Ltd. engages in the provision of shipping and logistics services. It offers shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. The company was founded on June 7, 1945 and is headquartered in Haifa, Israel.

Zim Integrated Shipping Services Ltd

Multiple acquisition offers for ZIM Integrated Shipping Services, including bids from major international shipping firms, are currently sparking intense community discussion after the board rejected the CEO's internal proposal as significantly undervalued. Investors are keenly watching for a potential bidding war, emphasizing the company's substantial cash holdings and intrinsic worth, while also considering the Israeli government's critical role in approving any sale due to national security and worker concerns.

Tortoise Energy Infrastructure Corp. operates as a mutual fund closed-end investment trust. The company owns a portfolio of master limited partnership investments in the energy infrastructure sector. Its objective is to provide its stockholders a high level of total return with an emphasis on current distributions. The company was founded on October 29, 2003 and is headquartered in Leawood, KS.

Tortoise Energy Infrastructure Corp

Tortoise Energy Infrastructure Corp.

TYG is trending as investors eye its increased monthly distribution following a recent merger, with community sentiment divided between those anticipating further drops and others aggressively accumulating shares in this high-yield energy infrastructure fund.

Meritage Homes Corp. engages in the design and construction of single-family attached and detached homes. It operates through the Homebuilding and Financial Services segments. The Homebuilding segment acquires and develops lands, constructs homes, markets and sells those homes, and provides warranty and customer services. The Financial Services segment offers title and escrows, mortgage, and insurance services. The company was founded by Steven J. Hilton and William W. Cleverly in 1985 and is headquartered in Scottsdale, AZ.

Meritage Homes Corp.

Meritage Homes is attracting investor attention following a series of quarterly financial results that have consistently exceeded expectations and recent analyst upgrades. The community is actively debating the potential for a housing market rebound driven by anticipated rate shifts, though concerns about sticky mortgage rates and affordability remain prevalent across the broader homebuilding sector.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack In The Box is seeing intense debate as recent weak earnings and the costly divestiture of Del Taco amplify concerns over its considerable debt and operational turnaround, while a prominent activist investor's growing stake and high short interest spark hopes for a potential short squeeze.

UNI is the governance token for Uniswap, an Automated Market Marker DEX on the Ethereum blockchain. The UNI token allows token holders to participate in the governance of the protocol. Key decisions such as usage of the treasury or future upgrades can be decided through a governance vote.

UniSwap

Uniswap is trending due to a pivotal community vote on a "UNIfication Proposal" to activate a protocol fee switch and execute a substantial 100 million UNI token burn, which the community believes will fundamentally enhance the token's value and economic model. This initiative, coupled with notable institutional interest, is driving widespread discussion about the token's future in the DeFi space.

The Filecoin network achieves staggering economies of scale by allowing anyone worldwide to participate as storage providers. It also makes storage resemble a commodity or utility by decoupling hard-drive space from additional services. On this robust global market the price of storage will be driven by supply and demand, not corporate pricing departments, and miners will compete on factors like reputation for reliability as well as price.

Filecoin

Filecoin (FIL) is trending amid surging demand for decentralized storage from AI and Web3 projects, further boosted by recent network upgrades and a temporary supply disruption from miner outages. The community is actively accumulating, emphasizing FIL's foundational utility, high developer activity, and potential for a significant rebound as a key player in the DePIN sector.

A Paradise Acquisition Corp. is a blank check company. It engages in effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded on November 9, 2022 and is headquartered in Hong Kong.

A Paradise Acquisition Corp. - Units (1 Ord Cls A & 1 Rts)

A Paradise Acquisition Corp.

APADU is actively discussed following its S-4 filing, as the community eagerly anticipates the de-SPAC merger with "Enhanced Games," a unique sports venture generating widespread interest for its upcoming public debut.

Cooper-Standard Holdings, Inc. engages in the manufacture of sealing and fluid handling systems, including fuel and brake delivery and fluid transfer systems. It operates through the following segments: Sealing Systems, Fluid Handling Systems, and Corporate, Eliminations and Other. The Sealing Systems segment consists of manufacturing products for interior vehicle protection, dust and noise intrusion. The Fluid Handling Systems segment includes products that help convey, connect, control, and communicate throughout the fluid systems. The Corporate, Eliminations and Other segment is for all other business activities. The company was founded in 2004 and is headquartered in Northville, MI.

Cooper-Standard Holdings Inc

Cooper-Standard Holdings Inc. is trending following its strong earnings report that surpassed expectations, accompanied by robust guidance and substantial new business awards, particularly in EV and hybrid platforms. The community is actively discussing the company's operational strength, significant institutional ownership, and anticipated benefits from debt refinancing.

SSgA Active Trust - State Street Utilities Select Sector SPDR ETF

Utilities Select Sector SPDR Fund

XLU is trending as the market assesses the "AI power play" thesis for utilities, with recent news of a potentially less energy-intensive AI model causing a sector pullback even as some advocate for its long-term defensive and infrastructure growth potential.

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ETFs to Buy as AMD Shares Sink Post Poor Q1 View Amid Q4 Earnings Beat

AMD shares sink 17% despite a Q4 earnings beat as a softer Q1 outlook spooks investors, pushing ETFs with heavy AMD exposure into focus. 

Top-Ranked Semiconductor ETFs to Buy as Taiwan-US Agree on $500B Chip Deal

SMH and other semiconductor ETFs to gain as a $500B Taiwan-US chip deal fuels massive U.S. fab investment.

Tech ETFs to Buy as Micron Rallies 10% Post Q1 Earnings Beat

Micron surged over 10% after a strong Q1 beat, making tech ETFs with high MU exposure an attractive way to tap gains while diversifying risk.

Should You Invest in the Invesco PHLX Semiconductor ETF (SOXQ)?

<ul class="summary-bullets"><li>Momentum Remains Strong, with revenue growth re-accelerating as AI chip sales soared 74% YoY.</li><li>The company now expects AI revenue to double to $8.2 billion this quarter.</li><li>A $73B backlog and a 48× forward P/E left investors questioning whether too much optimism is already priced in.</li></ul>Broadcom Corp. (AVGO) avoided making the bold predictions that Oracle did, yet its stock met a similar fate after its earnings report. The post-results reaction — or more precisely, the post-earnings-call reversal — underscores how jittery the market has become around artificial intelligence (AI) trades.The stock initially climbed nearly 3% in after-hours trading, but the gains vanished once the earnings call began. By overnight trading, Broadcom shares were down more than 4%, according to Yahoo Finance.Was it CEO Hock Tan’s guarded commentary that weighed on the stock, or are investors signaling that Broadcom has already priced in too much, too quickly? In any case, there’s no doubt that Broadcom delivered a blockbuster, and the numbers leave little room for debate.<h2 class="st-heading-2">Long Streak Of ‘Standout’ Growth&nbsp;</h2>Since the second quarter of calendar 2023, revenue has grown year over year in every quarter, although the growth rate slowed from more than 50% in the third quarter of last year. Note that Broadcom’s fiscal quarters run one quarter ahead of the calendar year.<img src="https://news.stocktwits-cdn.com/AVG_Os_Revenue_Trajectory_png_7d72f720e7.webp" alt="AVGOs_Revenue_Trajectory.png">Source: Fiscal.aiAfter decelerating for two quarters, revenue growth has inflected higher as AI chip demand exploded.&nbsp;The guidance issued for the current quarter envisages the company sustaining the growth seen in the preceding one (28%) versus the guidance that calls for nearly 23% growth.&nbsp;<img src="https://news.stocktwits-cdn.com/AVGO_Topline_Growth_Reaccelerates_png_5bfe51cf56.webp" alt="AVGO_Topline_Growth_Reaccelerates.png">Source: Fiscal.aiThe Palo Alto, California-based company’s September quarter revenue was a record, underpinned by a 74% YoY jump in AI chip revenue. More importantly, the company guided the AI chip revenue to double to $8.2 billion in the current quarter.Broadcom has also been a consistent profit earner.&nbsp;Its second-quarter 2024 results were an outlier; a one-time non-cash tax provision of $4.5 billion related to an intra-group transfer of intellectual property rights to the U.S. as part of a supply-chain realignment dragged the unadjusted bottom-line result into the red.<img src="https://news.stocktwits-cdn.com/AVG_Os_Profit_Engine_Runs_Hot_png_597bb8266a.webp" alt="AVGOs_Profit_Engine_Runs_Hot.png">Source: Fiscal.ai<h2 class="st-heading-2">Margin - Source of Worry?</h2>On the earnings call, CFO Kristine Spears said gross margin contracted 50 basis points (bps) sequentially, with the chip product mix blamed for the predicament, according to a transcript made available by Koyfin. In Q4, Broadcom’s chip solutions business, which made up about 62% of the total revenue, carried a gross margin of 68%, while the infrastructure software segment had a higher 93% margin.Broadcom now models a 100 bps sequential contraction in the current quarter. The company also forecast a percentage point sequential decline in its adjusted earnings before interest, taxes, depreciation and amortization (EBITDA).&nbsp;<img src="https://news.stocktwits-cdn.com/AVG_Os_Margin_Profile_png_e0e57edb68.webp" alt="AVGOs_Margin_Profile.png">Source:&nbsp;Fiscal.ai<h2 class="st-heading-2">Backlog Underwhelms?</h2>A $73 billion order that Tan flaunted may sound measly compared to the $523.3 billion in backlog&nbsp;plus deferred revenue&nbsp;that&nbsp;Oracle guided. On the earnings call, Tan said the number pertains to what will be delivered over the next 18 months.When an analyst asked if the estimate was a base-case scenario, Tan replied in the affirmative.<blockquote>“So, taking that we expect revenue -- a minimum revenue one way to look at it of $73 billion over the next 6 quarters, but we do expect much more as more orders come in for shipments within the next 6 quarters.”</blockquote>The executive also clarified that more than 70% pertains to XPUs&nbsp; — the highly customized application-specific eXtreme processing units used for AI applications.<h2 class="st-heading-2">Tan Tight-Lipped On 2026 Specifics</h2>The Broadcom CEO gave&nbsp;only&nbsp;a qualitative perspective on what 2026 would look like.<blockquote>“Directionally, we expect AI revenue to continue to accelerate and drive most of our growth. And non-AI semiconductor revenue to be stable. Infrastructure software revenue will continue to be driven by VMware growth at low double digits.”</blockquote>He also said it’s hard to predict 2026 performance precisely, calling “Now moving is a moving number as we move in time.”“So I'd rather not give you guys any guidance, and that's why we don't give you guidance.”<h2 class="st-heading-2">Is Valuation Deterrent?</h2>Broadcom stock has gained more than 76% this year, outperforming the broader market, the tech sector and the semiconductor industry.<img src="https://news.stocktwits-cdn.com/AVGO_YTD_stock_return_png_b95655ca75.webp" alt="AVGO YTD stock return.png">Source: KoyfinThe forward price-earnings (P/E) multiple, a key valuation metric, is at 48.2, implying that the stock is a pricier investment compared to the S&amp;P 500’s 22.5, the IT industry’s 28.2 and the semiconductor industry’s 30.<h2 class="st-heading-2">Retail, Analyst Relish AVGO’s Q4</h2>The adverse stock reaction did little&nbsp;to&nbsp;dissuade retail traders,&nbsp;with Stocktwits sentiment soaring after the Q4 report. On Stocktwits, the sentiment meter pointed to an ‘extremely bullish’ stance as of early Friday, an improvement from the ‘bullish’ mood seen the day before. The mood toward the stock has remained broadly buoyant throughout the past year.<img src="https://news.stocktwits-cdn.com/Screenshot_2025_12_11_at_10_20_25_PM_png_4847782cdc.webp" alt="Screenshot 2025-12-11 at 10.20.25 PM.png">Retail chatter on the AVGO stream also grew louder to ‘extremely high’ levels. A bullish watcher’s comments&nbsp;<a href="https://stocktwits.com/kcphaeton/message/638956111">summarized</a> retail’s mood — ‘A stock you own; You do not trade it.” They were leaning bullish, sensing the setup for a strong, durable move higher.“Always a bull,” another proudly&nbsp;<a href="https://stocktwits.com/AVGOmysugardaddy/message/638956286">proclaimed,</a> who apparently wants to hold the stock. They lauded the company for an “impressive” earnings report and felt Broadcom’s Hock did not care about “external noises.”Following the Q4 print, Baird’s Tristan Gerra hiked his price target on Broadcom to $420 from $300 — a massive increase — while reiterating an ‘Overweight’ rating. Gerra pointed to strong deal momentum, highlighting the additional $11 billion order, entirely from Anthropic, the company’s fourth customer, on top of the $10 billion announced in the prior quarter.He also flagged that Broadcom has now secured a fifth customer for its XPUs. Gerra added that OpenAI-related revenue should flow through 2027–2029, assuming a low-$20 billion revenue per gigawatt range.According to Koyfin, 94% of the analysts covering the stock (44 of 47) rate the stock as a ‘Buy’ or a ‘Strong Buy.’ Three chose to remain on the sidelines. It is probably one of the very few stocks that have no ‘Sell’ recommendation.The upside potential, however, is only about 1.5%, based on the average analyst price target from Wall Street firms.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/moderna-and-super-micro-top-s-and-p-500-short-interest-list-ripe-for-a-squeeze/cLIxQHWREnS">Moderna And Super Micro Top S&amp;P 500 Short Interest List — Are They Ripe For A Squeeze?</a>

The Broadcom office building with the company logo is in Regensburg, Bavaria, Upper Palatinate, Germany, on October 4, 2025. 

Broadcom’s Blockbuster Quarter Underscores AI Strength — Did CEO’s Measured Comments Keep Shares From Soaring?

The earnings call flipped initial after-hours gains into losses, underscoring the market’s heightened sensitivity to anything perceived as a slowdown in AI momentum.

Equity

The earnings call flipped initial after-hours gains into losses, underscoring the market’s heightened sensitivity to anything perceived as a slowdown in AI momentum.


Buy These Top-Ranked Semiconductor ETFs as We Head Into 2026

AI-driven chip demand is fueling a major surge, and SOXX and other semiconductor ETFs give investors a diversified way to ride the momentum into 2026.  

<ul class="summary-bullets"><li>Broadcom is Google's design partner for TPUs and also supplies front-end networking switches.</li><li>Goldman Sachs analyst James Schneider raised his price target for the stock to $435 from $380.</li><li>Schneider sees the updated guidance to exceed the prior forecast of 100% year-over-year AI revenue growth.</li></ul>Broadcom, Inc. (AVGO) stock closed Wednesday’s session at a record high as investors bet on the chipmaker’s artificial intelligence (AI) opportunity. With Wednesday’s 3%+ gain,&nbsp;the stock has erased all losses from the tech-led sell-off that began in late October.Year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/AVGO">Broadcom stock</a> has gained nearly 73%.&nbsp;The stock bottomed last Friday after a month-long downtrend and has since been making higher highs.<img src="https://news.stocktwits-cdn.com/AVGO_1_year_chart_png_98cf80a51f.webp" alt="AVGO 1-year chart.png">Source: Koyfin<h2 class="st-heading-2">The Google Catalyst</h2>Broadcom’s stock has closed higher in all three sessions this week. While the broader market’s turnaround has been healthy for the stock, the main thrust came from a report that said Alphabet was in discussions with Meta and other companies to sell its AI chips, called Tensor Processing Units (TPUs).So, how Does That Benefit Broadcom?Broadcom is Google's design partner for TPUs and also supplies front-end networking switches. While Google designs the tensor cores, Broadcom helps integrate memory interfaces, high-speed I/O, power management, and packaging technology with the cores.When reports of Google's TPU plans began circulating,&nbsp;social media chatter also highlighted Meta’s long-standing connection with Broadcom CEO Hock Tan. Broadcom CEO Tan has been serving on Meta's board since 2006 and may have had a say in the Mark Zuckerberg-led company's consideration of Google.<h2 class="st-heading-2">Analysts Weigh In</h2>Morgan Stanley analyst Joseph Moore said in a note released earlier this week that Broadcom produced about 1.8 million TPUs for Google in 2025, the majority of which were used internally. He expects output to climb to roughly 3 million by 2027.Moore believes that the expanding use of TPU is a boost for Broadcom. “But when it comes to broader adoption by other customers, the implications are less clear.”Also this week, Goldman Sachs analyst James Schneider raised his price target for Broadcom to $435 from $380 and maintained a Buy rating, according to the summary of the note on the Fly. The firm said Broadcom investors may focus on the company’s fiscal year 2026 AI revenue guidance, the contributions from Google and OpenAI, and gross margins as custom XPU shipments scale.The analyst sees the updated guidance to exceed the prior forecast of 100% year-over-year AI revenue growth.On Stocktwits, retail sentiment toward Broadcom stock remained ‘extremely bullish,’ and the message volume on the stream was at ‘extremely high’ levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-to-take-on-indian-antitrust-regulator-in-lawsuit-to-avert-upto-38-b-in-penalty/cL5emOnREh7">Apple To Take On Indian Antitrust Regulator In Lawsuit To Avert Upto $38B In Penalty</a>

The Broadcom Ink logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on September 2, 2025. 

Google Effect? Broadcom Stock Surges To Fresh Highs, Erasing Losses From Tech Sell-Off

Morgan Stanley estimates that Broadcom produced about 1.8 million TPUs for Google in 2025.

<ul class="summary-bullets"><li>AMF is expected to generate more than $75 million in revenue in 2026, with the deal accretive to non-IFRS gross margin from the outset.</li><li>Silicon photonics has emerged as a breakthrough technology that uses light to transfer data between and within data centers, delivering ultra-fast, energy-efficient performance.”</li><li>GlobalFoundries' stock has fallen by 23% YTD.</li></ul>GlobalFoundries, Inc. (GFS) said late Monday that it has acquired Advanced Micro Foundry (AMF), a silicon photonics foundry based in Singapore.Despite the 35% year-to-date (YTD) surge by the&nbsp;<a href="https://stocktwits.com/symbol/SOXQ">Invesco PHLX Semiconductor ETF (SOXQ)</a>,&nbsp;<a href="https://stocktwits.com/symbol/GFS">GlobalFoundries stock</a> has fallen by 23%.<h2 class="st-heading-2">The AMF Deal</h2>GlobalFoundries said the AMF buy marks a “pivotal step” in its strategy to advance innovation and its leadership in silicon photonics. “This acquisition will expand GF’s silicon photonics technology portfolio, production capacity and research and development in Singapore, complementing its existing technology capabilities in the U.S. and unlocking new market opportunities with a broader set of datacenter and communication technologies.”The company noted that, as “traditional copper connections reach their physical limits, silicon photonics has emerged as a breakthrough technology that uses light to transfer data between and within data centers, delivering ultra-fast, energy-efficient performance.”The U.S. company now plans to establish a silicon photonic R&amp;D center of excellence in Singapore, partnering with Singapore’s Agency for Science, Technology and Research, focusing on next-generation materials for ultra-fast data transfer at 400Gbps speed.In a presentation posted on GlobalFoundries’ website, the company said artificial intelligence (AI) will likely accelerate the adoption of silicon photonics. Accordingly, it estimates the silicon photonics wafer serviceable addressable market (SAM) to grow by more than 800% between 2026 and 2032, reaching $6.5 billion. The company also listed all major U.S. hyperscalers as adopters of the tech.AMF is expected to generate more than $75 million in revenue in 2026, with the deal accretive to non-IFRS gross margin from the outset.<h2 class="st-heading-2">What Retail Feels About GFS Stock</h2>Retail sentiment toward GlobalFoundries stock remained ‘extremely bullish’ as of early Tuesday, and the message volume on the stream also stayed at ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:680/61;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_18_at_5_08_10_AM_png_d2f2ff2953.webp" alt="Screenshot 2025-11-18 at 5.08.10 AM.png" width="680" height="61"><figcaption>GFS sentiment and message volume as of 5 a.m. ET, Nov. 18 | source: Stocktwits</figcaption></figure>The stock fell about 0.55% in Tuesday’s early premarket session.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-wallow-in-red-volatility-spikes/cLPNDIOREez">Nasdaq, S&amp;P 500 Futures Wallow In Red, Volatility Spikes, Bitcoin Extends Slide — Retail Hopes For Relief From Potential Saudi Deals</a>

In this photo illustration, the GlobalFoundries company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

GlobalFoundries Buys Singapore’s AMF To Beef Up Technology Used In AI Data Centers: Stock Slips Premarket

GlobalFoundries said the AMF buy marks a “pivotal step” in its strategy to advance innovation and its leadership in silicon photonics.

ETFs to Buy as AMD Shares Slip After-Hours Despite Q3 Earnings Beat

AMD's Q3 beat & AI supercomputer deals signal strong growth, but Amazon's exit makes investment in diversified ETFs like SOXX and IGPT a smart move.  

The AI Gold Rush: Do Semiconductor ETFs Hold the Key Opportunities?

AI's explosive growth is powering semiconductor stocks. Could ETFs like SMH or SOXX be the stronger plays in this tech rally?    


Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF

3%+ above current levels

Up 0–3%

Flat to down 3%

Down 3%+

The Nasdaq 100 continues to hinge on mega-cap tech and AI strength. With rate expectations shifting and valuations stretched, even a 3% move could signal a bigger trend. Is momentum building, or fading?

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