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lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending after hours due to a lowered full-year outlook, despite beating EPS estimates, sparking concern about future profitability and revenue growth. The community is debating the impact of tariffs, competition, and changing consumer preferences, with some seeing a buying opportunity while others anticipate further declines. Discussions also focus on potential bottom levels and whether the company can regain its previous market position amid macro headwinds.

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 the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom ($AVGO) is trending due to securing a significant $10 billion AI chip order from OpenAI, expected to boost AI revenue in 2026. The community is actively discussing the implications of this partnership and Broadcom's potential to gain market share in the AI chip space, challenging Nvidia's dominance. Investors are optimistic about Broadcom's future growth and long-term prospects in the AI sector.

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 is trending strongly as community members rally behind the stock, fueled by enthusiasm and discussion around a potential short squeeze and future catalysts. The departure of the former CEO and positive remarks from an activist investor have further amplified bullish sentiment. Traders are closely watching for potential rate cuts and a new CEO announcement, with many anticipating a significant upward movement.

Pyth Network is a decentralised oracle network designed to provide real-time financial market data to decentralised applications (dApps) across multiple blockchains. It allows developer to secure smart contracts with reliable, low-latency market data from institutional sources, and build apps with high-fidelity oracle feeds designed for mission-critical systems.

Pyth Network

Pyth Network is trending amid discussions about its potential to disrupt the finance sector with decentralized market data infrastructure, specifically highlighting institutional demand for its price feeds and a new institutional product roadmap. The community is actively discussing the token's utility and potential government partnerships, drawing comparisons to Chainlink and speculating on future price targets. Some users are also pointing to the US Department of Commerce selecting the network to verify and distribute economic data onchain.

Neonode, Inc. engages in the provision of advanced optical sensing solutions for contactless touch, touch, and gesture sensing. It offers software solutions for scene analysis that feature advanced machine learning algorithms to detect and track persons and objects in video streams for cameras and other types of imagers. It operates through the following geographical segments: United States, Japan, South Korea, China, Germany, Switzerland, and Other. The company was founded by Thomas Eriksson Bjorn on September 4, 1997 and is headquartered in Stockholm, Sweden.

Neonode Inc.

NEON is trending due to a significant drop following news of a settlement in a patent dispute, despite the company receiving proceeds. The community is actively debating whether the stock is oversold and discussing the potential impact of a separate lawsuit against Apple. Many traders are speculating on a potential bounce or squeeze, given the high trading volume and low float.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Traders are closely watching $SNAP amid renewed buyout speculation and chatter around potential AI partnerships, with comparisons to Reddit's valuation fueling optimism. The community is actively discussing the possibility of a short squeeze and a move towards double digits, highlighting the company's large user base and potential for growth. However, some remain skeptical, pointing to profitability concerns and competition in the social media landscape.

Litecoin is a peer-to-peer cryptocurrency created by Charlie Lee. It was created based on the Bitcoin protocol but differs in terms of the hashing algorithm used. Litecoin uses the memory intensive Scrypt proof of work mining algorithm. Scrypt allows consumer-grade hardware such as GPU to mine those coins.  Why Litecoin? Litecoin is a cryptocurrency that has evolved from Bitcoin after its own popularity in the industry, this alternative, or ‘altcoin’ has emerged to allow investors to diversify their digital currency package, according to Investopedia. Litecoin is one of the most prominent altcoins and was created by former Google employee and Director of Engineering at Coinbase, Charlie Lee. Litecoin was the first to alter Bitcoin and the most significant difference is that it takes 2.5 minutes for Litecoin to generate a block, or transaction, in comparison to Bitcoin's 10 minutes.  ‘While this matters little to traders, miners who use hardware to run Bitcoin's network cannot switch over to Litecoin. This keeps bigger mining conglomerates away from Litecoin because they cannot easily optimize their profits by swapping to another coin, contributing to a more decentralized experience. Litecoin also has bigger blocks, and more coins in circulation, making it more affordable and swift when transacting,’ Investopedia explained.  As explained above, Litecoin can transact a lot faster than Bitcoin, but there are also a number of other characteristics that investors need to know before trading. Litecoin can handle higher volumes of transactions because of the capability of transacting faster and if Bitcoin attempted to transact on the scale of its altcoin, a code update would be needed. However, Litecoin’s blocks would be larger, but with more ‘orphaned blocks'. The faster block time of litecoin reduces the risk of double spending attacks - this is theoretical in the case of both networks having the same hashing power.  Litecoin Technical Details: The transaction confirmation time taken for Litecoin is about 2.5 minutes on average (as compared to Bitcoin's 10 minutes). The Litecoin network is scheduled to cap at 84 million currency units.   Litecoin has inspired many other popular alternative currencies (eg. Dogecoin) because of its Scrypt hashing algorithm in order to prevent ASIC miners from mining those coins. However it is said that by the end of this year, Scrypt ASIC will enter the mass market.

Litecoin

Litecoin is experiencing volatility as the community debates its short-term direction, with some anticipating a breakout while others foresee further declines. Discussions include potential retracements, key support levels, and the impact of broader market trends on Litecoin's price. Some traders are monitoring potential ETF developments and their influence on Litecoin.

ProShares Trust - ProShares Ultra VIX Short-Term Futures ETF 2x Shares

ProShares Ultra VIX Short-Term Futures ETF

UVXY is trending as traders discuss potential market volatility amidst economic data releases and anticipation of key speeches, like Powell's Jackson Hole address. Community members are weighing the impact of inflation, tariffs, and potential Fed actions on market stability. Despite recent low volatility, some traders believe UVXY is poised for a spike, while others highlight its decay and unsuitability for long-term investment.

Aquestive Therapeutics, Inc. engages in the identifying, developing, and commercializing differentiated products to address unmet medical needs and to solve patients’ therapeutic problems. Its product pipeline include Libervant, AQST-108, AQST-305, Suboxone and Zuplenz. The company was founded in January 2004 and is headquartered in Warren, NJ.

Aquestive Therapeutics Inc

Aquestive Therapeutics is trending following news that the FDA will not require an advisory committee meeting for its anaphylaxis treatment, Anaphylm, boosting confidence in potential approval; the community speculates about partnership deals and the potential for a buyout given the de-risked regulatory path. Discussions revolve around the significance of this decision, with many seeing it as a strong signal for approval and a catalyst for the stock's upward momentum. Some traders express concerns about potential offerings and short-term price volatility, while others remain optimistic about the long-term prospects and potential for big pharma involvement.

Brandy was a curious blend of two well-loved icons from the Boy’s Club comics. When their digital essences combined, the result was Brandy—a creature who embodied the best of both worlds and became an inspiration for everyone. As Brandy engaged with fans, it naturally sparked discussions about everything from the latest trends to the best crypto in the market. BRANDY token launched at 20th of May 2025 is a meme token on the Solana blockchain.

BRANDY

$BRANDY.X is trending as the community discusses its potential as a 'sleeper gem' with 'rocket' potential, with many claiming bags are packed and a countdown has begun. Community members are highlighting the token's 'calm chart' and anticipating 'loud profits,' while also debating the risks of it being a potential scam. The conversation includes mentions of related cryptos like $BTC.X, $SOL.X, and $CLOWN.X.

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NetApp Inc. (NTAP) received a slew of price target hikes from Wall Street analysts following its better-than-expected first-quarter (Q1) fiscal year 2026 earnings, with some firms highlighting near-term margin pressure.&nbsp;The company reported Q1 revenue of $1.56 billion and an adjusted earnings per share (EPS) of $1.55, both surpassing the analysts’ consensus estimate of $1.53 billion and $1.54, respectively, as per Fiscal AI data.&nbsp;<a href="https://stocktwits.com/symbol/NTAP">NetApp stock</a> traded over 2% higher on Thursday. On Stocktwits, retail sentiment around the stock shifted to ‘neutral’ from ‘extremely bullish’ territory the previous day. Message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:931/112;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_28_135736_png_2adabfcedf.webp" alt="NTAP’s Sentiment Meter and Message Volume as of 01:30 p.m. ET on Aug.28, 2025 | Source: Stocktwits" width="931" height="112"><figcaption>NTAP’s Sentiment Meter and Message Volume as of 01:30 p.m. ET on Aug.28, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 2,800% surge in user message count over 24 hours as of Thursday morning.&nbsp;Barclays has increased its price target on NetApp stock to $125 from $117, maintaining an ‘Overweight’ rating, according to TheFly. The firm pointed to underwhelming product gross margins and continued softness in its European and U.S. federal businesses as areas of concern.&nbsp;Barclays anticipates product margins will improve, while cloud software is expected to remain a strong segment.Meanwhile, UBS also raised its target to $114 from $108 with a ‘Neutral’ rating, noting that demand is expected to pick up in the second half of the fiscal year.Morgan Stanley analyst Erik Woodring moved the firm’s target slightly higher to $117 from $115, and reiterated an ‘Equal Weight’ rating. Woodring acknowledged that NetApp's performance lagged behind competitors like Pure Storage Inc. (PSTG), but stated that the results were mostly in line with expectations.&nbsp;NetAp stock has declined 0.1% in 2025 and more than 12% over the past 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-mobix-labs-stock-surge-22-percent-today/chs6iANRdZR">Why Did Mobix Labs’ Stock Surge 22% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a hand holds a smartphone displaying the logo of NetApp Inc.

Wall Street Raises NetApp Targets But Flags Margin Worries: Retail In Neutral Ground

Barclays said that the underwhelming product gross margins and continued softness in the company’s European and U.S. federal businesses were areas of concern. 

Equity

Barclays said that the underwhelming product gross margins and continued softness in the company’s European and U.S. federal businesses were areas of concern. 


Mobix Labs Inc. (MOBX) shares surged on Thursday after the company notified the shipment of its advanced filtered circular connectors for integration into next-generation military drone systems.&nbsp;The firm said its Filtered Mil-Spec Circular Connectors, featuring integrated Pi filtering, are now being delivered to defense partners. These connectors serve to minimize electromagnetic interference (EMI), an essential feature in high-threat electronic warfare scenarios.<a href="https://stocktwits.com/symbol/MOBX">Mobix Labs' stock</a> traded over 22% higher on Thursday afternoon. On Stocktwits, retail sentiment toward the stock shifted to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume jumped to ‘high’ from ‘normal’ levels in 24 hours.<figure class="image"><img style="aspect-ratio:944/113;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_28_124549_png_3e77160d46.webp" alt="MOBX’s Sentiment Meter and Message Volume as of 12:40 p.m. ET on Aug.28, 2025 | Source: Stocktwits" width="944" height="113"><figcaption>MOBX’s Sentiment Meter and Message Volume as of 12:40 p.m. ET on Aug.28, 2025 | Source: Stocktwits</figcaption></figure>&nbsp;A bullish Stocktwits user called the stock a ‘gold mine’.<stembedurl>https://stocktwits.com/Oh_No/message/626872523</stembedurl>Mobix Labs’ technology is designed for use in unmanned aerial systems, which rely on highly accurate and resilient data transmission for functions such as flight control, navigation, targeting, and payload operations.&nbsp;The filtered connectors are currently being utilized in communication and GPS systems within military drones and tactical aircraft.“Securing design wins and already shipping products into military drone applications underscores the value and performance of our EMI filtering technology,” said Vice President and General Manager of Mobix Labs Interconnect Products, Bob Ydens.&nbsp;The firm, located in Irvine, California, is a fabless semiconductor company that creates wireless and wired solutions, including RF systems, filters, and switches, to meet modern communication needs. Their products are utilized in various industries, including aerospace, defense, 5G, and healthcare.Mobix Labs' stock has lost over 31% year-to-date and has gained over 1% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-might-have-surpassed-q2-expectations-but-these-analysts-are-cautious/chs6WYsRdmU">Nvidia Might Have Surpassed Q2 Expectations, But These Analysts Are Cautious – Here’s Why</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Mobix Labs logo is seen displayed on a smartphone screen.

Why Did Mobix Labs’ Stock Surge 22% Today?

Mobix Labs announced that its Filtered Mil-Spec Circular Connectors, featuring integrated Pi filtering, are now being delivered to defense partners

Despite reporting a stronger-than-expected second-quarter result, Nvidia Corp. (NVDA) has reportedly drawn cautious reactions from Seaport Research, D.A. Davidson, Deutsche Bank, and HSBC amid concerns over future momentum and market conditions.The chip giant posted better-than-expected second-quarter (Q2) earnings, with revenue of $46.7 billion and an adjusted earnings per share (EPS) of $1.05, both exceeding the analysts’ consensus estimate of $46.04 billion and $1.01, according to Fiscal AI data.&nbsp;However, according to a CNBC&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/08/28/there-are-still-four-wall-street-bears-left-on-nvidia-heres-what-they-are-saying-about-results.html">report</a>, investor enthusiasm was dampened by weaker-than-anticipated returns from Nvidia’s pivotal data center division, as the firm missed the mark for Q2 in a row.<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> traded over 1% lower by mid-morning Thursday. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:939/103;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_28_112714_png_d4c9e04db2.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Aug.28, 2025 | Source: Stocktwits" width="939" height="103"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Aug.28, 2025 | Source: Stocktwits</figcaption></figure>The stock saw a 282% increase in user message count as of Thursday morning. A bullish Stocktwits called Nvidia a truly ‘amazing company.’<stembedurl>https://stocktwits.com/compuserve/message/626870520</stembedurl>Seaport Research Partners maintained a ‘Sell’ rating, forecasting a 45% drop in its stock price from the current level. ”Nvidia printed a set of largely in-line results. The Blackwell ramp is underway and is progressing in-line with expectations, but as we have noted, there seems to be little scope for upside this year,” said Seaport.&nbsp;Deutsche Bank upgraded its price target to $180 from $155 but reiterated a ‘Hold’ rating. According to the CNBC report, the firm highlighted Nvidia’s technological edge in AI as a strength, while also noting that potential future revenue from China is not currently reflected in its projections.HSBC offered a $200 target and kept its ‘Hold’ rating. The bank cited improved margins but noted that continued supply challenges and geopolitical uncertainties could impact near-term performance.D.A. Davidson lifted its target from $135 to $195, maintaining a ‘Neutral’ stance. According to the report, the firm acknowledged growing concerns over H20 chip access in China but remained confident about the company’s demand over time.Nvidia stock has gained over 33% in 2025 and 43% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coreweave-stock-draws-spotlight-after-nvidia-earnings/chs6fUKRdmM">CoreWeave Stock Draws Spotlight After Nvidia’s Earnings: Here’s What The Chipmaker's CFO Colette Kress Said</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The NVIDIA logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on August 17, 2025.

Nvidia Might Have Surpassed Q2 Expectations, But These Analysts Are Cautious – Here’s Why

Deutsche Bank highlighted Nvidia’s technological edge in AI as a strength, but noted that potential future revenue from China is not currently reflected in its projections.

CoreWeave Inc. (CRWV) stock was in the spotlight on Thursday morning as Nvidia Corp.’s (NVDA) CFO, Colette Kress, emphasized the importance of the former’s GB300 model, built on the latest generation Nvidia Blackwell Ultra GPUs (graphic processing units) and integrated across the entire CoreWeave AI Cloud Platform.“We expect widespread market availability in the second half of the year as CoreWeave prepares to bring their GB300 instance to market as they are already seeing 10x more inference performance on reasoning models compared to H100,” Kress said in Nvidia’s second-quarter (Q2) earnings call on Wednesday.&nbsp;“Compared to the previous Hopper generation, GB300 NVL72 AI factories promise a 10x improvement in token per watt energy efficiency, which translates to revenues as data centers are power-limited.”<a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> traded over 6% higher on Thursday morning. On Stocktwits, retail sentiment toward the stock remained in ‘bullish’ territory while message volume shifted to ‘normal’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:929/108;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_28_102621_png_8674491db4.webp" alt="CRWV’s Sentiment Meter and Message Volume as of 10:10 a.m. ET on Aug.28, 2025 | Source: Stocktwits" width="929" height="108"><figcaption>CRWV’s Sentiment Meter and Message Volume as of 10:10 a.m. ET on Aug.28, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 91% increase in user message count over 24 hours. A bullish Stocktwits user highlighted Nvidia’s massive investment in CoreWeave.<stembedurl>https://stocktwits.com/Bee4ev/message/626860381</stembedurl>Another user said they are adding more CoreWeave stock to their holdings.<stembedurl>https://stocktwits.com/Paulydub/message/626858275</stembedurl>On Tuesday, the cloud provider announced that its GB300 NVL72 model demonstrated a 6.5x improvement in inference performance during testing of the complex DeepSeek R1 reasoning model.The benchmark compared a traditional 16-GPU Nvidia H100 setup to just four GPUs from the newly launched GB300 NVL72. Despite using fewer GPUs, the updated system outperformed its predecessor in throughput and efficiency.&nbsp;CoreWeave stock has gained over 156% since its listing in late March.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/richtech-robotics-launches-100-million-stock-sale-plan/chs69l3Rdmn">Richtech Robotics Launches $100M Stock Sale Plan: Retail’s All In</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of AI cloud-computing startup CoreWeave is displayed on a smartphone screen on May 16, 2025 in Suqian, Jiangsu Province of China. 

CoreWeave Stock Draws Spotlight After Nvidia’s Earnings: Here’s What The Chipmaker's CFO Colette Kress Said

Nvidia CFO, Colette Kress, believes CoreWeave’s GB300 model will be widely available in the second half of the year, and its performance is ten times better than its predecessor, H100. 

Richtech Robotics Inc. (RR) on Thursday announced a new at-the-market (ATM) equity offering, granting it the ability to sell up to $100 million worth of its Class B common stock.&nbsp;Under the new agreement, the company will work with Rodman &amp; Renshaw LLC and H.C. Wainwright &amp; Co. LLC as designated agents to facilitate sales through the Nasdaq Capital Market and other trading venues. Richtech will sell shares directly into the open market at prevailing prices or through negotiated deals.&nbsp;<a href="https://stocktwits.com/symbol/RR">Richtech Robotics stock</a> traded over 6% lower in Thursday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:942/109;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_28_084340_png_43c3d56847.webp" alt="RR’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Aug.28, 2025 | Source: Stocktwits" width="942" height="109"><figcaption>RR’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Aug.28, 2025 | Source: Stocktwits</figcaption></figure>The stock saw a 917% surge in user message count over the past&nbsp;seven days. A Stocktwits user expressed confidence in the company.&nbsp;<stembedurl>https://stocktwits.com/BigBlueEgg/message/626837827</stembedurl>Another user highlighted the fact that the firm ‘currently holds roughly 100 million in cash and short-term investments with little to no debt.’<stembedurl>https://stocktwits.com/willis9988/message/626837624</stembedurl>Rodman, acting as lead agent, will earn a 3% commission on the gross proceeds of any stock sold. Additionally, Rodman is appointed as the exclusive sales agent for any future ATM offerings initiated by Richtech over the next 12 months.Richtech simultaneously&nbsp;terminated its earlier ATM arrangement involving Rodman, Wainwright, and BTIG LLC. The termination will take effect on September 12. The company develops robots tailored for the service industry, with a focus on hospitality and healthcare sectors. On Monday, the company, in a post on X, said it is one of the first to adopt Nvidia’s Jetson Thor robotics platform.<figure class="image"><img style="aspect-ratio:578/210;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_28_085434_png_61bf09389f.webp" alt="Screenshot 2025-08-28 085434.png" width="578" height="210"></figure>Richtech Robotics' stock has gained over 22% year-to-date and over 128% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-reportedly-secures-nearly-half-of-tsmc-2-nm-supply/chs67m6RdmS">Apple Reportedly Secures Nearly Half Of TSMC’s 2nm Supply For iPhone 18, But Retail Is Unimpressed</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 ADAM the bubble tea robot by Richtech Robotics prepares tea at the 2023 Bar & Restaurant Expo.

Richtech Robotics Launches $100M Stock Sale Plan: Retail’s All In 

Richtech has simultaneously terminated its earlier ATM arrangement involving Rodman, Wainwright, and BTIG LLC, effective September 12. 

Apple Inc. (AAPL) has reportedly secured a major share of Taiwan Semiconductor Manufacturing Co.’s (TSM) initial 2nm chip production to power its next-generation iPhone models with advanced silicon technology.&nbsp;According to a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.macrumors.com/2025/08/28/apple-tsmc-2nm-production-iphone-18/">report</a> from MacRumors, the tech giant is expected to utilize the 2nm chips in its A20 processors, which will debut in the iPhone 18 lineup.As TSMC enters mass production of its 2nm node in the fourth quarter (Q4) of 2025, Apple is said to have locked in nearly half of the foundry’s early capacity, said the report.<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> inched 0.2% higher in Thursday’s premarket. On Stocktwits, retail sentiment toward the stock remained in ‘bearish’ territory amid ‘extremely low’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:938/112;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_28_073830_png_29ec24eead.webp" alt="AAPL’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Aug.28, 2025 | Source: Stocktwits" width="938" height="112"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Aug.28, 2025 | Source: Stocktwits</figcaption></figure>The upcoming A20 chip, built on TSMC’s first-gen 2nm (N2) process, promises considerable improvements over the 3nm-based A19 chip likely powering the iPhone 17, said the report.&nbsp;The new chip is projected to have a 15% increase in performance and 30% better energy efficiency.However,&nbsp;the 2nm process&nbsp;is not cheap, with substrate pricing around $30,000 per unit. Still, the report noted, competition remains fierce among chipmakers vying for supply.&nbsp;Alongside Apple, Qualcomm Inc.(QCOM) is among the top customers eyeing early access. TSMC expects to produce 45,000 to 50,000 wafers monthly between its Baoshan and Kaohsiung plants by 2025 end, with that figure expected to double in 2026 as production ramps up, said the report.&nbsp;<a href="https://stocktwits.com/symbol/TSM">TSMC stock</a> traded over 1% lower in Thursday’s premarket. On Stocktwits, retail sentiment towards the stock remained ‘extremely bullish’ amid ‘high’ message volume levels.<figure class="image"><img style="aspect-ratio:936/111;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_28_074958_png_3a733d5a92.webp" alt="TSM’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Aug.28, 2025 | Source: Stocktwits" width="936" height="111"><figcaption>TSM’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Aug.28, 2025 | Source: Stocktwits</figcaption></figure>&nbsp;According to the report, iPhone 18 Pro models are likely to arrive in late 2026, while the standard iPhone 18 and the entry-level iPhone 18e may hit shelves in early 2027.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crowdstrike-draws-caution-from-wall-street-over-growth-outlook/chs6I78Rdmh">CrowdStrike Draws Caution From Wall Street Over Growth Outlook, But Retail Goes Contrarian</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Customers visit an Apple store at a shopping mall in Kuala Lumpur, Malaysia, on July 15, 2025. 

Apple Reportedly Secures Nearly Half Of TSMC’s 2nm Supply For iPhone 18, But Retail Is Unimpressed

According to a report from MacRumors, Apple is expected to utilize the 2nm chips in its A20 processors, which will debut in the iPhone 18 lineup.

CrowdStrike Holdings Inc. (CRWD) has garnered a cautious outlook from Wall Street analysts, despite stronger-than-expected second-quarter (Q2) earnings, due to tempered expectations for the back half of the year.The cybersecurity provider reported Q2 revenue of $1.17 billion and an adjusted earnings per share (EPS) of $0.93, both of which exceeded the analysts' consensus estimates of $1.15 billion and $0.83, respectively, according to Fiscal AI data. For FY2026, the company expects revenue to be between $4.749 billion and $4.805 billion, compared to an estimated $4.77 billion.<a href="https://stocktwits.com/symbol/CRWD">CrowdStrike stock</a> traded over 3% lower in Thursday’s premarket. On Stocktwits, retail sentiment toward the stock remained in ‘extremely bullish’ territory while message volume shifted to ‘extremely high’ from ‘normal’ levels in 24 hours.<figure class="image"><img style="aspect-ratio:936/109;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_28_065336_png_1f68350617.webp" alt="CRWD’s Sentiment Meter and Message Volume as of 06:50 a.m. ET on Aug.28, 2025 | Source: Stocktwits" width="936" height="109"><figcaption>CRWD’s Sentiment Meter and Message Volume as of 06:50 a.m. ET on Aug.28, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 1,717% increase in user message count over 24 hours. A bullish Stocktwits user expressed optimism about the earnings.<stembedurl>https://stocktwits.com/odinhorse/message/626826326</stembedurl>Canaccord dropped its price target to $430 from $475, stating that while net-new annual recurring revenue (ARR) jumped to $221 million from $194 million in the previous quarter, overall ARR and subscription revenue growth continued to decelerate year-on-year. Achieving further growth could be challenging, the firm said.Bernstein trimmed its target to $343 from $371 and maintained a ‘Market Perform’ rating. The firm pointed to a dip in subscription revenue growth to 20.1% YoY, an impact it said is tied to a service outage last July.&nbsp;The firm noted that while CrowdStrike outperformed its revenue guide by $21 million, the company only nudged up its full-year forecast by $3 million, suggesting a softening in subscription growth expectations for the remainder of the year.Jefferies analyst Joseph Gallo reduced his target to $500 from $530, maintaining a ‘Buy’ rating. CrowdStrike stock has gained over 23% in 2025 and over 59% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pure-storage-stock-rips-higher-premarket-what-s-driving-the-rally/chs65bbRdmJ">Pure Storage Stock Rips Higher Premarket: What’s Driving The Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The CrowdStrike Holdings, Inc. logo appears on the screen of a smartphone in Reno, United States, on December 1, 2024.

CrowdStrike Draws Caution From Wall Street Over Growth Outlook, But Retail Goes Contrarian

Canaccord stated that while net-new annual recurring revenue (ARR) jumped to $221 million from $194 million in the previous quarter, overall ARR and subscription revenue growth continued to decelerate year-on-year. 

OpenAI and Anthropic have taken a rare collaborative step in AI safety by testing each other’s language models in a joint evaluation aimed at probing the risks of their respective technologies.&nbsp;In a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://openai.com/index/openai-anthropic-safety-evaluation/">blog post</a> on Wednesday, the firms said the evaluation looked at how models like&nbsp;Anthropic’s&nbsp;Claude Opus 4 and Claude Sonnet 4 fared compared to OpenAI’s GPT-4o, GPT-4.1, and smaller systems like o3 and o4-mini.&nbsp;The joint effort aimed to spotlight model behavior under challenging safety scenarios, not to offer direct, head-to-head comparisons. OpenAI emphasized that the focus was on understanding general tendencies, rather than creating safety rankings.&nbsp;On Stocktwits, retail sentiment around OpenAI remained in ‘neutral’ territory amid ‘low’ message volume levels&nbsp;over the past day.Anthropic’s Claude 4 series performed well in tests related to respecting hierarchical instructions and resisting prompt extraction. In contrast, these models underperformed in jailbreaking evaluations compared to OpenAI o3 and OpenAI o4-mini. Disabling reasoning in Claude models sometimes improved their performance in jailbreak tests.When it came to hallucinations, where models generate inaccurate information, Claude models were highly cautious, often choosing not to respond at all. OpenAI’s models, including o3 and o4-mini, provided more responses but had higher hallucination rates, especially when restricted from using external tools like web browsing.OpenAI’s own systems, particularly o3, showed strong performance in resisting manipulative prompts and avoiding scheming behaviors. OpenAI noted that these tests are intentionally difficult and don’t necessarily reflect real-world usage.OpenAI stated it would keep evolving its testing methods. The company also recently launched GPT-5, which it claims shows improvements in reducing hallucinations, sycophancy, and misuse.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mongodb-draws-wall-street-applause-after-blowout-q2-earnings/chsUJUHRdlO">MongoDB Draws Wall Street Applause After Blowout Q2 Earnings: Retail Joins The Party</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Anthropic releases the Claude 3 series model, Suqian, Jiangsu province, China, March 5, 2024 

OpenAI, Anthropic Test Each Other’s AI Models

The evaluation looked at how models like Anthropic’s Claude Opus 4 and Claude Sonnet 4 fared compared to OpenAI’s GPT-4o, GPT-4.1, and smaller systems like o3 and o4-mini. 

MongoDB Inc.(MDB) received a round of price target hikes from multiple Wall Street firms following a strong second-quarter (Q2) performance that beat expectations and highlighted promising momentum in artificial intelligence and cloud workloads.The company reported Q2 adjusted earnings per share (EPS) of $1 and revenue of $591.4 million, both exceeding the analysts’ consensus estimate of $0.66 and $553.23 million, respectively, as per FiscalAI data.&nbsp;&nbsp;<a href="https://stocktwits.com/symbol/MDB">MongoDB stock</a> traded over 35% higher on Wednesday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume shifted to ‘extremely high’ from ‘high’ levels&nbsp;over the past day.<figure class="image"><img style="aspect-ratio:942/110;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_27_130225_png_2382f6b7ce.webp" alt="MDB’s Sentiment Meter and Message Volume as of 12:50 p.m. ET on Aug.27, 2025 | Source: Stocktwits" width="942" height="110"><figcaption>MDB’s Sentiment Meter and Message Volume as of 12:50 p.m. ET on Aug.27, 2025 | Source: Stocktwits</figcaption></figure>The stock saw a 6040% explosion in user message count&nbsp;in the last 24 hours,&nbsp;as of Wednesday morning.&nbsp;Post-earnings,&nbsp;BMO Capital raised its price target for the company’s stock to $315 from $280, maintaining an ‘Outperform’ rating, as per TheFly. The firm pointed to MongoDB’s $42 million sequential growth in Atlas revenue, well ahead of its $19 million estimate, as a key driver of its optimism.&nbsp;The firm noted that the upcoming investor day in September could further strengthen investor confidence in the sustainability of&nbsp;Atlas's growth and ease competitive concerns around its extensive market potential.Truist also increased its price target&nbsp;on Wednesday, boosting it to $330 from $275 while reiterating its ‘Buy’ rating. The firm praised MongoDB’s “exceptional” Q2 results, noting widespread outperformance relative to its forecasts.&nbsp;It added that management commentary during the earnings call suggested momentum in core operations, alongside early but promising traction with AI-focused customers.Meanwhile,&nbsp;Scotiabank raised its price target to $280 from $230, while maintaining a ‘Sector Perform’ rating. The firm described the quarter as a “standout,” citing the upward revision of MongoDB’s full-year fiscal 2026 revenue guidance.&nbsp;MongoDB stock has gained over 24% in 2025 and over 21% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tiktok-owner-bytedance-plans-buyback-boosting-valuation-to-over-330-billion/chsUd1nRdlE">TikTok Owner Plans Buyback, Boosting Valuation To Over $330B: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a hand holds a smartphone displaying the logo of MongoDB Inc.

MongoDB Draws Wall Street Applause After Blowout Q2 Earnings: Retail Joins The Party

BMO Capital pointed to MongoDB’s $42 million sequential growth in Atlas revenue, well ahead of its $19 million estimate, as a key driver of its optimism. 

ByteDance, the parent company behind TikTok, reportedly plans to initiate a new employee share buyback program, which would place the tech giant’s valuation at or above $330 billion.&nbsp;According to a Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/finance/tiktok-owner-bytedance-sets-valuation-over-330-billion-revenue-grows-sources-say-2025-08-27/">report</a> citing individuals familiar with the matter, employees are likely to be offered $200.41 per share in the buyback, marking a 5.5% increase from the previous round earlier this year.&nbsp;At the time, the shares were valued at $189.90,&nbsp;giving the company a valuation of around&nbsp;$315 billion.&nbsp;The move highlights ByteDance’s financial strength and its strategy to maintain workforce engagement amid uncertain prospects for its U.S. operations. During the first quarter (Q1), ByteDance generated over $43 billion in revenue, surpassing&nbsp;Facebook-parent&nbsp;Meta Platforms Inc. (META), which brought in $42.3 billion, noted the report. This made ByteDance the highest-earning social media company worldwide in that timeframe.Sources quoted by the report mentioned that for Q2, Bytedance’s revenue surged 25% year-on-year to approximately $48 billion, driven predominantly by its business in China.A law enacted by the Joe Biden administration in 2024 mandated that ByteDance divest TikTok’s U.S. assets due to national security concerns.With no deal being finalized, the incoming president, Donald Trump, extended the deadline after he assumed office.Earlier in July, Donald Trump pushed back the deadline for the sale of a controlling interest in TikTok's U.S. operations to September 17. A proposed deal that had been progressing earlier fell apart after China refused to give its approval, following Trump’s broad “Liberation Day” tariff declarations.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/accenture-deepens-ai-salesforce-expertise-with-neuraflash-acquisition/chsUdR2Rdl3">Accenture Deepens AI, Salesforce Expertise With NeuraFlash Acquisition</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the TikTok (Tik Tok) logo is seen displayed on a smartphone screen.

TikTok Owner Plans Buyback, Boosting Valuation To Over $330B: Report 

According to a Reuters report citing individuals familiar with the matter, employees are likely to be offered $200.41 per share in the buyback.