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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

Advanced Micro Devices is surging following news of a multi-year agreement to supply AI chips to Meta, a deal valued at over $100 billion, though the community is sharply divided on the true accretive value due to performance-based stock warrants granted to Meta.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is drawing significant attention after reporting an earnings miss, prompting a polarized community debate: while some investors are concerned about current financial losses, many are dismissing the backward-looking results to focus on the company's strategic pivot to AI/HPC data centers, supported by new hyperscaler contracts and a recent analyst upgrade to a $38 price target.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is seeing a massive pre-market surge following a global strategic collaboration with Astellas for its VIR-5500 prostate cancer T-cell engager, supported by promising Phase 1 data and substantial upfront and milestone payments. The community is sharply divided between those anticipating a major short squeeze and others predicting a typical biotech "pump and dump" fade.

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

The semiconductor giant is a major topic as its highly anticipated earnings report approaches, with community discussion fueled by Meta's recent AI chip deal with competitor AMD. While some view the AMD deal as a sign of diversifying competition, many believe it underscores NVIDIA's unrivaled demand, leading to split predictions for its market reaction.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit's new partnership with Anthropic to embed AI agents into its financial products is driving intense community discussion, with some viewing it as a significant tailwind while others debate AI's disruptive impact on the broader SaaS sector, leading many to see the stock as oversold amidst recent declines.

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

Broadcom Inc

Broadcom is trending on high expectations for its upcoming earnings report, with the community anticipating significant AI semiconductor revenue growth, driven by its critical role in providing custom AI accelerators and indispensable networking solutions for major hyperscaler infrastructure buildouts.

BlackRock Institutional Trust Company N.A. - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF ($IGV) is trending amid widespread fears that rapid AI advancements, particularly from Anthropic, will disrupt and reduce traditional software licenses, driving a substantial market sell-off. Despite this 'SaaS-pocalypse' narrative fueling heavy shorting, many in the community believe the sector is now deeply oversold and presents a significant buying opportunity.

The AES Corp. engages in the provision of power generation and utility services through its renewable and thermal generation facilities and distribution businesses. It operates through the following segments: U.S. and Utilities Strategic Business Unit (SBU), South America SBU, MCAC SBU, Eurasia SBU. The U.S. and Utilities SBU segment consists of facilities in the United States, Puerto Rico and El Salvador. The South America SBU segment covers Chile, Colombia, Argentina, and Brazil. The MCAC SBU segment refers to Mexico, Central America, and the Caribbean. The Eurasia SBU segment handles operations in Europe and Asia. The company was founded by Dennis W. Bakke and Roger W. Sant in 1981 and is headquartered in Arlington, VA.

AES Corp.

AES Corp. is trending due to widespread reports of BlackRock-owned Global Infrastructure Partners nearing a significant acquisition deal, alongside the company's strategic partnerships with tech giants like Google to power massive new data centers. The community is actively debating AES's perceived undervaluation and its pivotal position in meeting the surging energy demands of the AI sector, weighing these factors against existing debt in anticipation of a potential buyout premium.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending following reports of massive AI chip deals, notably with AMD, to scale its AI infrastructure, sparking community discussion over whether these significant capital expenditures will drive future growth or pressure its immediate financial outlook.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending as the cybersecurity sector experiences a significant sell-off, sparked by investor fears that Anthropic's new Claude AI security tool could disrupt traditional software models. The community remains divided, with some selling on concerns of AI-driven obsolescence while others view the downturn as an overreaction and a buying opportunity, asserting AI will ultimately increase demand for robust cybersecurity.

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<ul class="summary-bullets"><li>BMO Capital downgraded First Solar to ‘Market Perform’ from ‘Outperform’ and cut its price target to $263 from $285.</li><li>The firm believes Tesla’s efforts to build a vertically integrated solar manufacturing business are likely to take shape in the coming quarters.</li><li>Tesla’s potential expansion into solar modules could create a lasting overhang on First Solar shares and pressure investor sentiment, BMO stated.</li></ul>Shares of First Solar (FSLR) tanked more than 12% on Thursday after BMO Capital downgraded the stock and slashed its target price, citing a potential overhang due to Tesla’s expansion into solar module manufacturing.<a href="https://stocktwits.com/symbol/FSLR">FSLR shares</a> are down to their lowest level in more than three months.<h2 class="st-heading-2">Why Did BMO Downgrade The Stock?</h2>BMO Capital downgraded First Solar to ‘Market Perform’ from ‘Outperform’ and cut its price target to $263 from $285, according to The Fly. It still implies a 20% upside from current levels.The firm initially dismissed Elon Musk’s comments on Tesla building a vertically integrated solar manufacturing business as “aspirational,” but it now believes the effort is likely to take shape in the coming quarters.BMO Capital believes Tesla’s potential expansion into solar modules could create a lasting overhang on First Solar shares and pressure investor sentiment.Last week at the World Economic Forum (WEF) in Davos, Musk said Tesla and SpaceX are targeting 100 gigawatts of annual solar manufacturing within three years. Musk reiterated the target in a call with analysts following Tesla’s fourth-quarter (Q4) results on Wednesday.“We think the best way to add significant capability to the grid is, or energy to the grid, let’s say it’s powering AI data centers, is solar and batteries on Earth and solar in space. So that’s why we’re gonna work towards getting 100 gigawatts a year of solar cell production, integrating across the entire supply chain, from raw materials all the way to finished solar panels,” Musk said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Despite the intra-day decline, retail sentiment on Stocktwits flipped to ‘bullish’ from ‘neutral’ a day earlier.<img src="https://news.stocktwits-cdn.com/FSLR_jpg_546d50baf0.webp" alt="FSLR.jpg">Retail chatter was mixed, with one user viewing the dip as a buying opportunity.<stembedurl>https://stocktwits.com/mywally/message/643280923</stembedurl>However, another user is expecting a further 25% downside.<stembedurl>https://stocktwits.com/Chartist0_0/message/643260844</stembedurl>The stock has gained more than 30% in the past year, though it has shed around 18% so far in 2026.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-lmt-stock-rising-today/cmyifUlR4Ko">LMT Stock Jumps 6% In Pre-Market – What’s Driving The Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, a person holds a smartphone displaying the logo of First Solar Inc.

FSLR Stock Slumps 13% On BMO Downgrade – What Is The Tesla Angle?

BMO Capital downgraded First Solar and trimmed its target price for the stock, citing a potential overhang due to Tesla’s expansion into solar module manufacturing.

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