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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 is trending as investors react to a new strategic partnership with European AI cloud provider Verda, while the community actively discusses the stock's significant undervaluation relative to its high-revenue AI infrastructure growth. Bullish sentiment is being driven by hopes of a short squeeze as the stock clears technical resistance levels, despite ongoing debates regarding past governance concerns and management's transparency.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is currently the focus of investor attention due to the official certification of its USA-B exploration license by NOAA, which significantly expands the company's potential resource footprint beyond its primary USA-A commercial pathway. The community is actively debating the implications of this expanded capacity on future valuation while monitoring for further catalysts, such as progress on a domestic processing facility and upcoming regulatory milestones that could signal long-term industry leadership.

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 generating significant investor interest following a Wall Street Journal report on the Trump administration's plan to fund domestic drone companies, fueling optimism across the defense sector. Community discussion is focused on the potential for government-backed contracts, with bulls closely tracking the company's full-rate production of its Variant 7 surface vessel and the recent completion of its Quaze Technologies acquisition.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is trending due to the company's confirmed upcoming inclusion in the Russell 3000 index, which investors expect will trigger significant passive buying pressure. The community is actively debating the stock's potential for a short squeeze and structural turnaround, with many highlighting recent executive hires and operational improvements as indicators of long-term value despite ongoing volatility.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

Unusual Machines is trending due to the Trump administration's reported exploration of funding deals and equity stakes in U.S. drone manufacturers, a move seen by the community as a major catalyst for sector-wide growth. Traders are actively debating the stock's potential as a primary beneficiary of this policy-driven shift, with discussions frequently highlighting its government ties and strategic positioning within the domestic defense-tech supply chain.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as traders speculate on potential government funding following reports of an administration initiative to support domestic drone manufacturers, creating a volatile setup with significant interest from retail investors. The stock is also being heavily discussed in the context of a potential short squeeze, with community members closely tracking technical breakouts and institutional accumulation patterns.

Corsair Gaming, Inc. designs and supplies hardware components for personal computers. It operates through the Gamer and Creator Peripherals, and Gaming Components and Systems segments. The Gamer and Creator Peripherals segment offers gaming keyboards, mice, headsets, controllers, and gaming gear including capture cards, Stream Decks, USB microphones, studio accessories, and EpocCam software, as well as coaching and training services. The Gaming Components and Systems segment focuses on creating power supply units, or PSUs, cooling solutions, computer cases, DRAM modules, prebuilt, and custom-built gaming PCs. The company was founded by Andrew J. Paul in 1994 and is headquartered in Milpitas, CA.

Corsair Gaming Inc

Corsair Gaming is surging following the launch of its CORSAIR PRO AI workstation and server line, which marks a strategic pivot into enterprise AI infrastructure alongside strong Q1 earnings results. Investors are actively debating the potential for a gamma squeeze fueled by high short interest and institutional accumulation, with sentiment split between long-term bullishness on its AI growth story and skepticism from bears anticipating a retracement.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake is surging after reporting a significant earnings beat and announcing a strategic $6 billion infrastructure commitment with Amazon Web Services. The community is actively discussing a major rotation into software, with traders debating the sustainability of the price action and analyzing the impact of new enterprise AI agent partnerships on the broader cloud sector.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is at the center of investor debate following its recent earnings report, which highlighted significant regulatory milestones alongside concerns about cash burn and the timeline for piloted flight testing. The community remains sharply divided between long-term bulls betting on strategic defense partnerships and aviation certification progress, and vocal skeptics who point to missing operational targets and the competitive advantage of peers in the eVTOL sector.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is experiencing intense momentum as the market rotates into the quantum sector, fueled by government initiatives like the CHIPS Act that have spurred major institutional interest. While investors are debating whether current valuations are sustainable or inflated, community discussion is heavily focused on the stock's potential for a significant squeeze, with supporters highlighting massive institutional backing and long-term infrastructure plays.

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<ul class="summary-bullets"><li>Investors await the crucial PCE report today, along with GDP revisions, and weekly jobless claims for clues on the Federal Reserve’s next move.&nbsp;</li><li>All eyes are on renewed geopolitical tensions after fresh U.S. military strikes in Iran.&nbsp;</li><li>Iran’s Revolutionary Guards reportedly targeted a U.S. airbase following the strikes. Crude oil prices inched 3% higher in trade.</li></ul>U.S. stock futures dipped slightly early Thursday as geopolitical developments in the Middle East and crucial inflation data due later in the day kept markets on edge.&nbsp;Iran’s Revolutionary Guard has reportedly retaliated after U.S. forces launched defensive airstrikes against an Iranian drone site near the Strait of Hormuz on Wednesday, sending crude oil prices higher by 3%. Shares of&nbsp;<a href="https://stocktwits.com/symbol/batl">Battalion Oil Corp. (BATL)</a>,&nbsp;<a href="https://stocktwits.com/symbol/tpet">Trio Petroleum Corp. (TPET)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/indo">Indonesia Energy Corp Ltd. (INDO)</a> rose between 9% to 15% in early premarket trading.&nbsp;Investors will also be tracking April’s Core PCE Price Index: the first major inflation test under new Federal Reserve Chair Kevin Warsh.&nbsp;As of 4:00 a.m. ET on Thursday: S&amp;P 500 and Dow futures were 0.1% lower, and Nasdaq and Russell 2000 futures were down 0.3%.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, remained in ‘bullish’ territory, while the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq-100 Index, has moderated to ‘neutral’ from ‘bullish’ a day ago.&nbsp;<h2 class="st-heading-2">Trending Stocks To Watch</h2>Snowflake (SNOW)&nbsp;stock surged another 35% in premarket trade on Thursday following a strong Q1 beat, announcing the acquisition of AI agent platform Natoma, and securing a massive $6 billion multi-year infrastructure commitment with Amazon Web Services (AWS).&nbsp;Salesforce (CRM): Dipped 2% in premarket trade after issuing soft Q2 guidance, though CEO Marc Benioff defended the software giant, noting its autonomous "Agentforce" AI platform has already crossed a $1 billion annual revenue run-rate.Meanwhile,&nbsp;Marvell (MRVL)&nbsp;shares fell 2% in early premarket trade even as it posted strong quarterly earnings and retail sentiment turned more bullish on Stocktwits.&nbsp;Dell Technologies (DELL)&nbsp;stock rose 5% in early premarket trade after it won a huge Pentagon software agreement to consolidate Microsoft 365 and cloud licensing across the military. Microsoft (MSFT) shares were marginally higher in trade.&nbsp;Meta Platforms (META): CEO Mark Zuckerberg also reportedly said that Meta may enter the commercial cloud market if it has excess data center capacity.Amazon (AMZN): Cathie Wood's ARK Investment purchased 24,200 shares of the e-commerce and cloud leader on Wednesday.&nbsp;Nebius Group (NBIS): Surged another 11% in premarket trade after former OpenAI researcher Leopold Aschenbrenner’s hedge fund, Situational Awareness LP, disclosed a 5.6% beneficial ownership stake.Ondas Holdings (ONDS): The defense and autonomous robotics company gained 8% in early premarket trade ahead of its 2026 Annual Meeting of Stockholders.XPeng (XPEV) And Li Auto (LI):&nbsp;On the retail radar ahead of earnings report today. Investors will be watching for commentary on Chinese EV demand trends. Meanwhile, U.S.-listed shares of&nbsp;Nio Inc (NIO) slipped 2% in premarket trade after the company priced its new ES9 SUV below expectations, helping generate more than 50,000 pre-orders ahead of launch.&nbsp;Sidus Space (SIDU) stock fell 15% in early premarket trade. On Wednesday night, it announced a $100 million registered direct offering of Class A common stock (and pre-funded warrants) at $5.08 per share.Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Unusual Machines (UMAC), T1E Energy (TE), and Corsair Gaming (CRSR).<h2 class="st-heading-2">Other Catalysts To Watch</h2>On the economic front, in addition to the inflation print, investors are tracking the release of preliminary Q1 GDP revisions, initial jobless claims, and durable goods orders this morning.On earnings radar, watch out for quarterly reports from Best Buy (BBY), Kohl's (KSS), Dollar Tree (DLTR), Burlington Stores (BURL), XPeng (XPEV), and Li Auto (LI), among others, before the bell today. Costco (COST), Dell Technologies (DELL), UiPath (PATH), SentinelOne (S), and Okta (OKTA) are among others reporting after market close today.&nbsp;&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Dip As Markets Brace For Inflation Data, More Hormuz Tensions: SNOW, DELL, ONDS, NBIS, SIDU Are In Focus

Data from Stocktwits shows that retail sentiment has held at ‘bullish’ on SPY, but moderated to ‘neutral’ on QQQ after several sessions of AI-fueled enthusiasm. 

Equity

Data from Stocktwits shows that retail sentiment has held at ‘bullish’ on SPY, but moderated to ‘neutral’ on QQQ after several sessions of AI-fueled enthusiasm. 


<ul><li>Wall Street attempted to extend a tech-driven rally that pushed the S&amp;P 500 and Nasdaq Composite to fresh record highs in the previous session.&nbsp;</li><li>Goldman Sachs reportedly lifted its year-end S&amp;P 500 target to 8,000.&nbsp;</li><li>Marvell Technology (MRVL), Snowflake (SNOW), Salesforce (CRM), and Abercrombie &amp; Fitch (ANF) remain in focus ahead of earnings due later Wednesday.</li></ul>U.S. stock futures were higher early Wednesday after a tech-driven rally carried the S&amp;P 500 and Nasdaq indices to record highs in the previous session. Meanwhile, Goldman Sachs has reportedly raised its S&amp;P 500 year-end target to 8,000, up from 7,600, citing stronger earnings expectations following a robust Q1 reporting season.&nbsp;As of 4:00 a.m. ET on Wednesday: S&amp;P 500 futures were 0.1% higher, Dow and Nasdaq futures rose 0.3%, and Russell 2000 futures were up 0.5%.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 in ‘bullish’ territory.&nbsp;Even as AI euphoria sparks bullish sentiment in the markets, geopolitical tensions linger. Secretary of State Marco Rubio noted that a formal peace agreement with Iran could take several days to finalize. Crude oil prices trended lower despite the continued closure of the Strait of Hormuz.<h2 class="st-heading-2">Trending Stocks To Watch</h2>Nvidia (NVDA): Remains on the retail radar following statements from CEO Jensen Huang labeling Taiwan the lifelong "epicenter" of the AI revolution, along with plans to break ground on a new Taiwan headquarters project by the end of the year.&nbsp;Micron Technology (MU):&nbsp;Stock rose 5% in early premarket trade after passing a $1 trillion market cap and receiving a price target raise to $1,625 from $535 by UBS on Tuesday.&nbsp;SanDisk (SNDK): Barclays upgraded the stock to Overweight from Equal Weight and nearly doubled the price target to $2,300 from $1,200 on Tuesday.&nbsp;TSMC (TSM): Retail chatter suggests that the semiconductor manufacturing titan plans to hike prices by 15% on its critical 3-nanometer (3nm) chips during the second half of 2026.Zscaler (ZS):&nbsp;Stock continued to tank in early premarket trade, falling another 21%. This comes on the back of weak guidance, and the confirmed departures of executives from its sales team. Piper Sandler has lowered its price target on the stock to $160 from $185.Momentus Inc. (MNTS):&nbsp;Shares have surged another 33% in early pre-market trade. Retail is optimistic after a significant insider stock buy by former astronaut and board director Chris Hadfield.Space stocks&nbsp;have been in the spotlight, rising amid hype around the upcoming SpaceX IPO. Other notable tickers include Redwire (RDW), Rocket Lab USA (RKLB), Sidus Space (SIDU), and Planet Labs (PL), all of which reached new 52-week highs on Tuesday.&nbsp;&nbsp;IREN Limited (IREN): Gained another 4% in early premarket trade after the company signed a $1.6 billion hardware purchase agreement with Dell for Blackwell systems at its Texas data centers on Tuesday.&nbsp;Marvell Technology (MRVL), Snowflake (SNOW), Salesforce (CRM), and Abercrombie &amp; Fitch (ANF)&nbsp;remain in focus ahead of earnings due later Wednesday.Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Intuitive Machines (LUNR), AST SpaceMobile (ASTS), Satellogic Inc (SATL), and Transocean (RIG).&nbsp;<h2 class="st-heading-2">Other Catalysts To Watch</h2>On the economic front, investors are tracking the release of the ADP employment report and API crude oil report later in the day. A host of Federal Reserve appearances are scheduled for the day, including speeches from Dallas Fed President Lorie Logan, Fed Governor Lisa Cook, and Fed Vice Chair Philip Jefferson.On earnings radar, watch out for quarterly reports from Bath &amp; Body Works (BBWI), Dick’s Sporting Goods (DKS), Capri Holdings (CPRI), PDD Holdings (PDD), BioLine Rx (BLRX), and Manchester United (MANU), among others, before the bell today.&nbsp; For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Rise After Record Close, Goldman Raises Year-End Target: Why NVDA, MU, MNTS, ZS, MRVL, SNOW Are In Focus

Data from Stocktwits shows that retail sentiment has held at ‘bullish’ on SPY and QQQ this week.

<ul class="summary-bullets"><li>Investors balanced hopes of a U.S.-Iran deal against fresh geopolitical tensions. Reports emerged that U.S. forces conducted defensive strikes on Iranian missile launch sites and boats overnight.&nbsp;</li><li>‘The Big Short’ investor Michael Burry renewed his criticism of the AI boom over the weekend, warning that hyperscalers and chipmakers may be overextending themselves in what he called a “temporary” surge in demand.</li><li>Later this week, cloud software company Snowflake and chipmaker Marvell Technology will report results.</li></ul> U.S. stock futures were higher early Tuesday as markets resumed trade after the Memorial Day holiday amid geopolitical developments in the Middle East.&nbsp;While President Donald Trump stated that negotiations to end the three-month war with Iran are "proceeding nicely," the optimism was heavily checked by news of fresh U.S. defensive air strikes against Iranian missile sites and boats. These reports have triggered volatility in oil markets, sending Brent crude soaring through Asian trade before a temporary retreat below $100 a barrel. Keep an eye on United States Oil Fund (USO) &amp; Battalion Oil (BATL) in trade today.&nbsp;As of 4:30 a.m. ET on Tuesday: Dow and Nasdaq futures were 0.6% higher, S&amp;P 500 futures gained 0.8%, and Russell 2000 futures were up 1%.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 moderated to ‘bullish’ from ‘extremely bullish’ last week.Trending Stocks To WatchNvidia (NVDA)&nbsp;remains in the spotlight. CEO Jensen Huang has reportedly demanded tighter compliance from supplier Super Micro Computer (SMCI) following fraud arrests in Taiwan, while "The Big Short" investor Michael Burry has again warned that Nvidia's current hyperscaler demand is only "temporary."&nbsp;Microsoft (MSFT), Meta Platforms (META):&nbsp;China's open-source model DeepSeek has reportedly slashed its AI pricing by 75% to challenge OpenAI and Meta.&nbsp;Alphabet (GOOGL):&nbsp;The European Union is reportedly finalizing a multi-million-euro fine under the Digital Markets Act.&nbsp;Navitas Semiconductor (NVTS)&nbsp;stock surged 10% in early premarket trading after it successfully settled its long-standing legal dispute over earnout shares with its SPAC sponsor, Live Oak Acquisition Corp. II.&nbsp;Micron Technology (MU) and SanDisk (SNDK): Stocks rose 4% and 2%, respectively, in early premarket trade following FTSE Russell’s preliminary decision to reclassify them out of traditional Value indexes and directly into the Growth indexes.&nbsp;Eli Lilly (LLY)&nbsp;stock rose marginally in early premarket trade after reporting encouraging early-stage data for Verve-102, an experimental gene-editing treatment&nbsp;Ahead of SpaceX’s highly anticipated public debut scheduled for June, space stocks&nbsp;are seeing momentum trade. Redwire (RDW), AST Spacemobile (ASTS), Rocket Labs (RKLB), and Intuitive Machines (LUNR) are on the retail radar.&nbsp;Ferrari (RACE):&nbsp;Shares fell 3% in early premarket trade following the debut of the Ferrari Luce, a four-door, five-seat luxury EV.Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Momentus Inc (MNTS), Datadog (DDOG), and T1 Energy (TE).Other Catalysts To WatchOn the economic front, investors are tracking the release of consumer confidence data at 10:00 am ET.&nbsp;On earnings radar, watch out for quarterly reports from AutoZone (AZO), Cargo Aircraft Management (CRGO), and Elbit Systems (ESLT) before the bell, while Zscaler (ZS) and Box Inc. (BOX), among others, report after market close. Investors are keenly watching numbers from Snowflake (SNOW) and Marvell Technology (MRVL) later in the week.For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Climb Despite Fresh US-Iran Strikes: Why NVDA, MU, NVTS, RDW, RACE Are Keeping Traders Engaged Today

Data from Stocktwits shows that retail sentiment has cooled slightly to ‘bullish’ on SPY and QQQ, signaling some caution after the market’s sharp AI-driven rally. 

<ul class="summary-bullets"><li>Investors cheered the Trump administration’s $2 billion quantum computing push and stayed bullish on AI-linked trades.&nbsp;</li><li>Quantum names, including Rigetti Computing, D-Wave Quantum, and Infleqtion, surged after receiving proposed federal grants, while IBM soared on a $1 billion quantum initiative.</li><li>Traders are also watching consumer sentiment data and the leadership change at the Fed, due later today.</li></ul>U.S. stock futures climbed higher early Friday, driven by a massive $2 billion government funding injection into the quantum computing sector. The move added nearly $5 billion in combined market value across the quantum sector in a single session on Thursday.&nbsp;Crude oil prices resumed their rally after Tehran insisted on keeping its enriched uranium stockpile, stalling diplomatic progress despite U.S. Secretary of State Marco Rubio noting "some good signs" in ongoing peace talks.&nbsp;Investors are also keeping a close eye on Washington today as President Donald Trump is expected to officially swear in Kevin Warsh as the new Federal Reserve Chair, succeeding Jerome Powell.&nbsp;As of 4:30 a.m. ET on Friday: Nasdaq futures were 0.5% higher, S&amp;P 500, Dow, and Russell 2000 futures were up 0.3%.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, remains locked at ‘extremely bullish’.Trending Stocks To WatchInternational Business Machines Corp. (IBM):&nbsp;Shares rose another 4% in early premarket trade, extending gains from the previous session following a proposed $1 billion federal grant to support IBM's new venture as a major domestic manufacturer of quantum chips.The other gainers of&nbsp;the Trump administration's quantum initiative are Rigetti Computing Inc. (RGTI), D-Wave Quantum Inc. (QBTS), and Infleqtion Inc. (INFQ), clocking 10% gains in early premarket trading on Friday.&nbsp;Advanced Micro Devices (AMD):&nbsp;Stock rose 2% in premarket trade after CEO Lisa Su reportedly projected a tight CPU market with a 35% annual growth rate over the next five years, downplaying the impact of China's export controls.Rocket Lab (RKLB):&nbsp;The stock gained 4% in premarket trade after winning a $90 million U.S. Space Force contract to build and operate two defense satellites.SpaceX (SPCX):&nbsp;Remains on retail radar, garnering heavy attention ahead of its upcoming IPO. Meanwhile, it postponed the highly anticipated debut flight of the Starship V3 rocket due to a technical issue with the launch tower.&nbsp;Tesla, Inc. (TSLA)&nbsp;stock inched higher even after the NHTSA announced a recall of 14,575 U.S. vehicles due to an incorrect weight label that could increase crash risks through unintended overloading.&nbsp;Alphabet (GOOGL)&nbsp;shares were also in focus after reports that Waymo suspended robotaxi freeway operations in San Francisco, Los Angeles, Phoenix and Miami.&nbsp;Nvidia (NVDA)&nbsp;remained lackluster in early premarket trade despite blowout earnings this week, which garnered a host of price target hikes, the most bullish expecting the stock to more than double. Meanwhile, CEO Jensen Huang also reportedly commented in a post-earnings interview that the stock’s moves remain “one of the mysteries of the universe.”Meanwhile, news reports suggest that the Trump administration's planned Executive Order on artificial intelligence has been called off following direct pushback and lobbying from tech billionaires Elon Musk and Mark Zuckerberg.Peloton Interactive (PTON):&nbsp;Gained 6% in early premarket on the news of S&amp;P SmallCap 600 index inclusion, along with Universal Technical Institute (UTI).Biogen (BIIB) &amp; Denali Therapeutics (DNLI):&nbsp;Under heavy scrutiny after announcing they will completely discontinue development of their Parkinson's disease drug candidate (BIIB122) following a failed Phase 2b trial.A whole host of biotech names&nbsp;(LLY, MRK, AZN)&nbsp;will be in focus as the influential American Society of Clinical Oncology (ASCO) annual meeting kicks off today.Other tickers trending on Stocktwits at the time of writing included Lockheed Martin (LMT), WhiteFibre Inc (WYFI), and GE Aerospace (GE).Other Catalysts To WatchOn the economic front, investors are tracking the release of the final May reading for U.S. consumer sentiment.&nbsp;On earnings radar, watch out for quarterly reports from Global Ship Lease Inc (GSL), BJ's Wholesale (BJ), Booz Allen Hamilton (BAH), and Nextnrg Inc (NXXT), among others.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nasdaq, S&P 500 Futures Rise As Quantum Stocks Stay Red-Hot, All Eyes On Warsh Fed Swearing-In: Why IBM, RGTI, QBTS, INFQ, AMD, RKLB Are In Focus

Data from Stocktwits shows that retail sentiment remained ‘extremely bullish’ on SPY and QQQ. 

<ul class="summary-bullets"><li>Investors weighed Nvidia’s blockbuster earnings against broader concerns over valuations and macro data.&nbsp;</li><li>SpaceX’s long-awaited IPO filing and Bitcoin holdings added fresh excitement.</li><li>Traders are also bracing for key macro data including weekly jobless claims, housing starts and PMI data, alongside earnings from Walmart, Deere &amp; Company and NIO.</li></ul>U.S. stock futures were rangebound early Thursday as investors parsed the blockbuster Q1 earnings report from AI bellwether Nvidia and the long-awaited public filing of SpaceX’s IPO prospectus.As of 4:30 a.m. ET on Thursday: Nasdaq and Russell 2000 futures were 0.4% lower, S&amp;P 500 futures fell 0.3%, and Dow futures were down 0.2%.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 held at ‘extremely bullish’.Trending Stocks To WatchSpaceX files for IPO:&nbsp;Elon Musk’s aerospace giant officially filed its S-1 prospectus to list on the Nasdaq under the ticker "SPCX," revealing $18.7 billion in 2025 revenue and a surprise balance sheet asset of 18,712 Bitcoin. Keep an eye on Tesla (TSLA) in trade today.&nbsp;Nvidia (NVDA): Delivered a clean beat on Q1 revenue and future guidance, added $80 billion to its share buyback program, and confirmed its next-generation Rubin AI platform will begin shipping in the second half of fiscal 2027.&nbsp;Advanced Micro Devices (AMD): Is on retail radar this morning after announcing a $10 billion ecosystem expansion in Taiwan and the production ramp of its 6th Gen "Venice" EPYC data center processors on TSMC's cutting-edge 2nm process technology.&nbsp;Nebius Group (NBIS): Surging after Nvidia CEO Jensen Huang hinted during the earnings call that the company has secured fresh compute capacity for Anthropic, placing Nebius, a key Nvidia cloud partner, in focus for a major looming deal. There is also buzz around a price hike for its cloud services.&nbsp;Nio Inc (NIO): The electric vehicle maker prepares to report its quarterly financial results before the opening bell amid intense global EV pricing competition.&nbsp;Rocket Lab (RKLB) and Relay Therapeutics (RLAY):&nbsp;Shares face pre-market weakness after announcing public stock offerings of $3 billion and $275 million, respectively.&nbsp;Cerebras Systems and Bullish gained attention after fresh buying activity from Cathie Wood’s ARK Investment Management.&nbsp;Meanwhile, after the success of the DRAM ETF, Roundhill ETF Trust announced plans to launch a dedicated photonics and optical components ETF to capture the rapid buildout of AI data centers, tracking key players such as POET Technologies (POET) and Lumentum (LITE).&nbsp;Other tickers trending on Stocktwits at the time of writing included T1 Energy Inc (TE), Enphase Energy (ENPH), and Arm Holdings (ARM).&nbsp;Other Catalysts To WatchOn the economic front, investors are tracking the release of Weekly Initial Jobless Claims, Housing Starts (MoM) at 8:30 a.m. ET, and the flash S&amp;P Global Manufacturing PMI.&nbsp;On earnings radar, watch out for quarterly reports from NIO Inc (NIO), Walmart Inc (WMT), Deere (DE), NetEase.com, Inc. (NTES), Frontline Ltd (FRO), Zoom Video Communications, Inc. (ZM), Webull Corp Class A (BULL), Take-Two Interactive Software Inc (TTWO), Workday Inc (WDAY), and Deckers Outdoor Corp (DECK), among others, today.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Subdued As Markets Digest Nvidia Beat, SpaceX IPO Filing: Why NVDA, NIO, TSLA, AMD, NBIS, RKLB Are In Focus

Nvidia Earnings, SpaceX IPO Filing Keep Nasdaq, S&P 500 Futures On Edge: Why NVDA, NIO, TSLA, AMD, NBIS, RKLB Are In Focus

<ul class="summary-bullets"><li>Investors braced for highly anticipated earnings from Nvidia, as markets increasingly questioned whether the AI rally could keep outrunning lofty expectations.&nbsp;</li><li>Oil prices also remained elevated amid supply concerns tied to tensions around the Strait of Hormuz.&nbsp;</li><li>ImmunityBio surged into focus after the FDA accepted its supplemental biologics license application for ANKTIVA plus BCG in bladder cancer treatment.</li></ul>U.S. stock futures were largely higher early Wednesday as investors geared up for Nvidia's earnings report and the release of Fed minutes amid inflation concerns later today. Investor jitters were stoked on Tuesday by a spike in the 10-year Treasury yield and rising oil prices, driven by a blockade in the Strait of Hormuz amid ongoing U.S.-Iran geopolitical tensions.&nbsp;Meanwhile, President Donald Trump has signed a series of new Executive Orders, including a mandate asking advanced AI models to provide early government access, and a fintech initiative aimed at streamlining industry regulations.As of 4:00 a.m. ET on Wednesday: Nasdaq futures rose 0.4%, S&amp;P 500 and Russell 2000 futures were 0.1% higher, while Dow futures were flat.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 held at ‘extremely bullish’.Trending Stocks To WatchNvidia (NVDA): The AI bellwether reports quarterly earnings today. Despite standard "beat and raise" expectations, Nvidia represents the largest short position in the S&amp;P 500 by notional value, according to S3 Partners. Nvidia also announced a partnership with Google Cloud aimed at supporting the next wave of AI developers.&nbsp;Alibaba Group Holding Ltd (BABA) shares were under mild pressure even after the company reportedly announced a new artificial intelligence chip to compete with Nvidia amid its China export battles.Tesla (TSLA): Elon Musk hinted at a regulatory "quiet period," sparking massive retail speculation over a potential Tesla-SpaceX merger ahead of a massive SpaceX IPO. Meanwhile, reports suggest that Goldman Sachs will be appointed as the lead underwriter for the upcoming SpaceX IPO.AST Spacemobile (ASTS) is on the retail radar, along with other space plays like RKLB, LUNR and SATS, on speculation that a potential $1.75 trillion valuation for SpaceX could lift sentiment across the sector.&nbsp;ImmunityBio (IBRX)&nbsp;stock rose 4% in early premarket on an FDA approval of its supplemental Biologics License Application for its bladder cancer treatment, ANKTIVA, setting a regulatory action date for January 6, 2027.&nbsp;Sellas Lifesciences (SLS)&nbsp;rose 7% in premarket trading on Wednesday after the CEO struck a bullish tone on the upcoming Phase 3 GPS AML readout, one of the company’s biggest catalysts to date. The company expects final data within weeks after the trial reaches its 80th event threshold.Nio Inc (NIO)&nbsp;stock was down 2% in early premarket trade as concerns emerged around reception for Onvo’s new L80 SUV ahead of earnings.&nbsp;Cava Group Inc (CAVA)&nbsp;stock rose 7% in early premarket trading following strong Q1 earnings and an upbeat outlook, driven by steady demand and investments in AI.&nbsp;Poet Technologies (POET): Garnering heavy retail attention ahead in trade today. It recently closed a massive $400 million registered direct offering of common shares and warrants to a single institutional investor.Boeing (BA): China confirmed a breakthrough agreement to purchase 200 Boeing jets powered by GE Aerospace engines, marking the company’s largest win in the Chinese market in nearly a decade.Other tickers trending on Stocktwits at the time of writing included Paypal (PYPL), Target (TGT), Unites States Antimony (UAMY) and ServiceNow (NOW).&nbsp;Other Catalysts To WatchOn the economic front, investors are tracking the release of the April FOMC minutes, which are expected to reveal an unusually divided Federal Reserve debating potential interest rate hikes. Also, Fed Vice Chair for Supervision Michael Barr is scheduled to speak at 2:15 pm ET today.&nbsp;On earnings radar, watch out for quarterly reports from Target Corp (TGT), Lowe's Companies Inc (LOW), Baozun (BZUN), Zim Integrated Shipping Services Ltd (ZIM), among others, before the bell today. And beyond Nvidia (NVDA), Cosmos Health Inc. (COSM), e.l.f. Beauty Inc (ELF), and more report after market close.&nbsp;Editor's Note: An earlier version of this article incorrectly stated that POET Technologies was scheduled to report its quarterly earnings today. The text has been updated to reflect this change.For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Higher As Nvidia Earnings Take Center Stage: Why TSLA, SLS, IBRX, CAVA, POET, BA Are Keeping Traders Engaged Today

Data from Stocktwits shows that retail sentiment continues to lean optimistic on SPY and QQQ. 

Nasdaq, S&P 500 Futures Rise Ahead Of Nvidia Earnings, Fed Minutes: Why TSLA, SLS, IBRX, CAVA, POET, BA Are In Focus

Data from Stocktwits shows that retail sentiment continues to lean optimistic on SPY and QQQ. 


<ul class="summary-bullets"><li>President Donald Trump said “serious negotiations” with Iran were underway, delaying a previously planned military strike.&nbsp;</li><li>Wall Street’s biggest focus remains Wednesday’s earnings report from NVDA, which many traders see as the next major test for the AI rally.</li><li>Investors are also tracking reports that the SEC is preparing plans that could eventually allow trading of crypto-based versions of stocks.</li></ul>U.S. stock futures were lower early Tuesday as investors digested rising inflation worries and geopolitical developments in the Middle East. Traders are also cautious ahead of Nvidia’s Q1 earnings report on Wednesday.Optimism was briefly renewed after President Donald Trump announced on Truth Social that he is delaying a planned military strike on Iran to allow for "serious negotiations" brokered by Middle Eastern allies. However, rising crude oil prices and the 30-year Treasury yield hitting 5% stoke fears of a sticky inflation scenario, which may lead to a hawkish Federal Reserve.&nbsp;&nbsp;As of 4:00 a.m. ET on Tuesday: Dow futures were flat with a negative bias, while S&amp;P 500, Nasdaq and Russell 2000 futures were down 0.3%.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 held at ‘extremely bullish’.Trending Stocks To WatchNvidia (NVDA): A day before its earnings report, the chip giant has confirmed that its next-generation AI processors have begun early deliveries to top-tier AI labs like OpenAI and Anthropic.&nbsp;Alphabet Inc (GOOGL)&nbsp;is in focus following a $5 billion in initial investment from Blackstone to launch a new company will offer cloud capacity built on Google’s TPUs to external customers.Meta (META)&nbsp;stock is in focus as investors track its AI-led restructuring efforts this week. Reports suggest that the company is reassigning 7,000 workers to new artificial intelligence roles amid planned reductions due on Thursday.Intel Corp (INTC):&nbsp;CEO Lip-Bu Tan, in an interview with CNBC, said its foundry division has engaged multiple customers for its advanced 14A and 18A manufacturing nodes.&nbsp;Home Depot (HD)&nbsp;has drawn attention after Stifel reduced its price target on the home improvement retailer to $320 from a previous $375, ahead of its fiscal first-quarter (Q1) earnings today.Hims &amp; Hers Health, Inc. (HIMS):&nbsp;The telehealth firm has expanded its convertible debt offering to $350 million to fund its proposed Eucalyptus acquisition and AI health tech expansion plans.Rocket Lab (RKLB): Retail investors are tracking a fresh Electron satellite launch for Japan's Synspective and a vital NASA-backed fuel storage mission, along with a shareholder meeting this week.Investors are also tracking reports that the SEC is preparing plans that could eventually allow trading of crypto-based versions of stocks.Other tickers trending on Stocktwits at the time of writing included Lululemon (LULU), Li Auto (LI), T-Mobile (TMUS), and UiPath Inc (PATH).&nbsp;Other Catalysts To WatchOn the economic front, investors are tracking the pending home sales at 10 am and Fed governor Christopher Waller’s speech later in the day for clues on interest rate trajectories.On earnings radar, watch out for quarterly reports from Home Depot Inc (HD), Canaan Inc - ADR (CAN), Bilibili Inc. (BILI), Ceragon Networks Ltd (CRNT), and Elte (ELTK), among others, before the bell today. Meanwhile, Camber Energy Inc (CEIN), Kartoon Studios Inc (TOON), Target Corp (TGT), CervoMed Inc (CRVO), and CAVA Group Inc (CAVA), among others, report after market close.&nbsp; For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Lower As Markets Weigh Trump’s Iran Delay, Sticky Inflation Risks: Why NVDA, META, HD, HIMS Are Keeping Traders Engaged Today

U.S. stock futures were subdued early Tuesday as investors digested rising inflation worries and geopolitical developments in the Middle East. Traders are also cautious ahead of Nvidia’s Q1 earnings report on Wednesday.

Nasdaq, S&P 500 Futures Slip As Nvidia Earnings Loom, Inflation Fears Weigh: Why NVDA, GOOGL, META, HD, HIMS Are In Focus

Data from Stocktwits shows that despite the softer futures action, retail sentiment remained firmly bullish on SPY and QQQ. 


<ul class="summary-bullets"><li>President Donald Trump intensified warnings toward Iran, pushing crude prices near two-week highs.&nbsp;</li><li>Reports indicated Trump is expected to hold a Situation Room meeting on Tuesday with top national security officials to discuss possible military options.&nbsp;</li><li>The cautious tone comes ahead of one of this week's biggest catalysts: NVDA's earnings on Wednesday.</li></ul>U.S. stock futures were under pressure early Monday after wrapping a record-setting week. Investors monitored the rising U.S.-Iran tensions and a heavy earnings week, which includes a report from the bellwether for AI demand: Nvidia.&nbsp;Crude oil prices hovered near two-week highs after President Donald Trump issued stern warnings to Iran. Trump is expected to hold a Situation Room meeting on Tuesday to discuss military options, stating that Iran must present a better offer or face a "much harsher strike."&nbsp;Meanwhile, on Sunday night, the White House announced multiple trade deals following a meeting between President Trump and China’s President Xi Jinping. China has agreed to address rare-earth supply shortages, purchase 200 Boeing aircraft, buy $17 billion in U.S. agricultural goods annually, and restore access to U.S. beef and poultry.&nbsp;As of 4:00 a.m. ET on Monday: Dow futures fell 0.7%, S&amp;P 500 and Russell 2000 futures were 0.6% lower, and Nasdaq futures declined 0.5%.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, has held at ‘extremely bullish’, while the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq-100 Index, has improved to ‘extremely bullish’ from ‘bullish’ last week.&nbsp;Trending Stocks To WatchNvidia (NVDA) is garnering retail attention ahead of Wednesday’s earnings report. Traders are expecting another strong quarter, though some skepticism remains after the stock’s recent AI-driven rally.&nbsp;ServiceNow (NOW):&nbsp;Its recent $4B debt raise and the revelation last week that President Trump holds a stake in the company brought renewed attention. Retail traders believe that ServiceNow is one of the undervalued stocks in the space and has potential for rally ahead.&nbsp;ImmunityBio (IBRX)&nbsp;stock rose 2% in early premarket trade ahead of a pivotal FDA workshop regarding its drug Anktiva and a new exclusive U.S. supply agreement with Japan BCG Laboratory for bladder cancer treatments.&nbsp;UnitedHealth (UNH)&nbsp;shares fell 5% in premarket trading after Berkshire Hathaway disclosed it fully exited its $1.6 billion stake during the first quarter. Retail traders on Stocktwits largely dismissed the move, arguing Berkshire sold near the lows before missing UNH’s powerful 45% rebound.Regeneron Pharmaceuticals (REGN) stock fell 11% in early premarket trade after a Phase 3 melanoma trial failed to meet its primary endpoint tied to progression-free survival. Piper Sandler has lowered its price target on Regeneron to $855, down from $875.&nbsp; Poet Technologies (POET): Stock recovered from Friday’s selloff.&nbsp;Traders appeared to be setting positions ahead of Nvidia’s quarterly report later this week. For context, Nvidia’s mention of photonic tech has often triggered gains in POET stock.Dominion Energy (D)&nbsp;shares rose 11% in early premarket trade on reports that NextEra Energy (NEE) is in talks to acquire the company in a mostly stock deal to form a $400 billion utility titan.Other tickers trending on Stocktwits at the time of writing included Redwire Corp (RDW), Everspin Technologies (MRAM), AST Spacemobile (ASTS) and Iren Limited (IREN).&nbsp;Other Catalysts To WatchOn earnings radar, watch out for quarterly reports from Baidu (BIDU), iQIYI (IQ), Axe Compute (AGPU), and Niu Technologies (NIU), among others, before the bell today. Major retail earnings from Walmart and Target will follow later in the week.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Retreat After Record Week: Why NVDA, NOW, POET, IBRX, UNH, REGN Are In Focus

U.S. stock futures were under pressure early Monday after wrapping a record-setting week. Investors monitored the rising U.S.-Iran tensions and a heavy earnings week, which includes a report from the bellwether for AI demand: Nvidia.&nbsp;

Nasdaq, S&P 500 Futures Slip After Record Highs As Oil Rises, Nvidia Earnings Near: Why NOW, POET, IBRX, UNH Are Keeping Traders Engaged Today

Data from Stocktwits shows that retail sentiment around SPY and QQQ is ‘extremely bullish’.


<ul class="summary-bullets"><li>Trump said Thursday that China agreed to buy U.S. crude oil following discussions with Xi&nbsp;</li><li>The pullback in early premarket trade comes after the Dow Jones Industrial Average reclaimed the 50,000 threshold for the first time since February, while the S&amp;P 500 closed above 7,500 for the first time ever.&nbsp;</li><li>Cerebras, the Nvidia rival extended gains after its blockbuster Nasdaq debut on Thursday.</li></ul>U.S. stock futures retreated early Friday after a historic session that saw the Dow Jones Industrial Average reclaim the 50,000 mark and the S&amp;P 500 close above 7,500 for the first time. Despite the early-morning dip, major indices remain on track for a stellar week; the S&amp;P 500 and Nasdaq are eyeing their seventh straight week of gains, while the Dow is on track for its sixth straight week of gains.&nbsp;Market sentiment got a boost from the U.S.-China summit in Beijing. President Donald Trump announced a "fantastic trade deal" where China has agreed to purchase U.S. crude oil. Additionally, China reportedly agreed to withhold military equipment from Iran, easing some global tensions.&nbsp;&nbsp;As of 4:00 a.m. ET on Friday: S&amp;P 500 futures declined 0.7%, Dow futures fell 0.5%, and Nasdaq and Russell 2000 futures were 1% lower.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, has held at ‘extremely bullish’, while the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq-100 Index, has remained bullish’.Trending Stocks To WatchChipmaker Cerebras (CBRS): The Nvidia rival had a stellar Nasdaq debut on Thursday. Also, Cathie Wood’s ARK Invest purchased over 105,000 shares following its IPO.&nbsp;Nvidia (NVDA)&nbsp;shares fell 2% in early premarket trade. This comes after the chipmaker’s market cap reached a record $5.7 trillion on Thursday.&nbsp;Micron (MU) slipped 3% in premarket trading but garnered heavy retail attention on Stocktwits as traders discussed the impact of a looming Samsung Electronics labor strike that could potentially divert memory-chip demand toward the U.S. semiconductor giant.Figma (FIG)&nbsp;stock surged another 10% in early premarket trade following its revenue guidance hike.&nbsp;Ondas (ONDS)&nbsp;stock is pacing for its best week in months after a Q1 ‘beat-and-raise’ earnings report.&nbsp;Applied Materials (AMAT)&nbsp;stock fell 3% in early premarket trading, even after it forecast Q3 revenue of $8.95B, beating estimates due to massive AI infrastructure spending.&nbsp;Gemini (GEMI)&nbsp;stock surged 18% in early premarket trade following a $100 million investment from Winklevoss Capital.&nbsp;Rocket Lab (RKLB) and AST SpaceMobile (ASTS) are gaining traction after federal filings revealed President Trump took a position in the satellite firm in March.&nbsp;According to news reports,&nbsp;SpaceX&nbsp;is preparing to disclose its prospectus next week following an April filing, though some concerns over ‘governance risk’ regarding super-voting shares have been raised. The&nbsp;Fundrise Innovation Fund (VCX)&nbsp;and Cathie Wood’s ARKVX venture fund offer indirect ways for retail traders to gain exposure to SpaceX ahead of the IPO.Other tickers trending on Stocktwits at the time of writing included RoboAI Inc (AIIO), Sandisk Corp (SNDK), and Candel Therapeutics (CADL).&nbsp;Other Catalysts To WatchOn the economic front, investors will be tracking the release of industrial production and capacity utilization data.On earnings radar, watch out for quarterly reports from Datavault AI (DVLT), Smart Powerr Corp. (CREG), Data Storage Corp. (DTST) and Nano Nuclear Energy (NNE), among others, after market close today.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Take A Breather After Record Rally: Why NVDA, MU, CBRS, FIG, GEMI, ONDS, ASTS Are In Focus

U.S. stock futures retreated early Friday after a historic session that saw the Dow Jones Industrial Average reclaim the 50,000 mark and the S&amp;P 500 close above 7,500 for the first time. Despite the early-morning dip, major indices remain on track for

Nasdaq, S&P 500 Futures Pull Back But SPY, QQQ Sentiment Holds Bullish: Why MU, CBRS, FIG, GEMI, ONDS Are Keeping Traders Engaged Today

Data from Stocktwits shows that retail sentiment around SPY and QQQ remained ‘bullish’ 


<ul class="summary-bullets"><li>Investors are watching Trump-Xi talks in Beijing and the market implications of Kevin Warsh taking over at the Federal Reserve.&nbsp;</li><li>Reports suggested the U.S. approved several Chinese firms, including Alibaba and Tencent, to purchase Nvidia’s H200 AI chips.&nbsp;</li><li>Cisco shares rose after a major restructuring focused on AI.&nbsp;</li></ul>U.S. stock futures were trending higher early Thursday, driven by a powerful tech rally the previous session that lifted both the S&amp;P 500 and the Nasdaq Composite to fresh record highs. Investors are digesting reports of a potential thaw in U.S.-China tech restrictions and a new era at the Federal Reserve.&nbsp;On Wednesday, the Senate confirmed Kevin Warsh as the new Federal Reserve Chairman in a narrow 54-45 vote. Meanwhile, President Trump and a delegation of tech titans (including Jensen Huang, Elon Musk, and Tim Cook) are meeting President Xi Jinping in Beijing. While the reported H200 chip clearance is a major win for Nvidia, tensions remain high over rare-earth metal supplies and Taiwan.&nbsp;As of 4:00 a.m. ET on Thursday: S&amp;P 500 futures gained 0.2%, Dow futures rose 0.3%, and Nasdaq futures took the lead, rising 0.5%, while Russell 2000 futures were flat.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, has risen to ‘extremely bullish’ from ‘bullish’ territory earlier in the week, while the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq-100 Index, has moved back into ‘bullish’ from ‘neutral’.Trending Stocks To WatchChina chip breakthrough:&nbsp;The U.S. has reportedly cleared roughly 10 Chinese firms, including Alibaba and Tencent, to purchase Nvidia’s H200 chips, potentially unlocking $20 billion in revenue. Keep an eye out for&nbsp;NVDA and BABA&nbsp;stocks in trade today. Nvidia stock was up 2% in early premarket trade, shrugging off a short-seller report from Culper Research alleging hidden China exposure.Tesla (TSLA) and Micron (MU):&nbsp;Tesla's CEO, Elon Musk, and Micron's CEO, Sanjay Mehrotra, traveled with President Trump’s delegation to Beijing to meet with President Xi Jinping. Investors continued watching for any signs of easing U.S.-China tensions and its impact on trade and operations.&nbsp;Taiwan Semiconductor Manufacturing (TSM) shares rose 2% in early premarket trade after the company has raised its 2030 global market forecast to $1.5 trillion, citing an 11-fold projected increase in AI accelerator demand.&nbsp;Cisco Systems Inc (CSCO): Surged rose 20% in early premarket trade following a Q3 beat and a major restructuring plan to cut 4,000 jobs to pivot toward AI infrastructure.&nbsp;Klarna Group Plc (KLAR):&nbsp;Inching higher in pre-market trade ahead of its earnings report today.According to SEC filings from Wednesday, BlackRock has disclosed a massive increase in its positions in&nbsp;IREN, AST SpaceMobile Inc. (ASTS) and Opendoor (OPEN).Investors will also be tracking the Senate Banking Committee, which is reviewing the Clarity Act, which could allow crypto firms to pay interest on stablecoins. Watch out for&nbsp;CRCL, COIN&nbsp;in trade today.&nbsp;Chipmaker Cerebras&nbsp;is also set to begin trading on the Nasdaq today.&nbsp;Other tickers trending on Stocktwits at the time of writing included EOS Energy (EOSE), Figma (FIG), Ondas Inc (ONDS), and Ford Motor Co (F).Other Catalysts To WatchOn the economic front, investors will be tracking the release of April retail sales and initial jobless claims data at 8:30 am ET today.&nbsp;On earnings radar, watch out for quarterly reports from Yeti (YETI), Viking Holdings (VIK), among others, before the bell. And from the others, all eyes will be on Applied Materials (AMAT) that reports earnings after market close today.For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Edge Higher As Trump-Xi Meeting Fuels Optimism: Why NVDA, BABA, CSCO, TSM, KLAR, CRCL Are In Focus Today

Data from Stocktwits shows that retail sentiment around SPY flipped to “extremely bullish,” while tech optimism lifted QQQ sentiment back into bullish territory as AI momentum stayed firmly in focus. 

Nasdaq, S&P 500 Futures Rise As Tech Rally Rolls On: Why NVDA, BABA, CSCO, TSM, KLAR, CRCL Are In Focus

Data from Stocktwits shows that retail sentiment around SPY flipped to “extremely bullish,” while tech optimism lifted QQQ sentiment back into bullish territory as AI momentum stayed firmly in focus. 
