<ul class="summary-bullets"><li>U.S. equities declined following the inflation report, while the broader cryptocurrency market remained relatively stable.</li><li>Analysts said Bitcoin’s ability to avoid a sharper selloff could indicate improving market resilience.</li><li>Traders are also watching the Senate’s upcoming CLARITY Act vote, which analysts believe could act as a catalyst for crypto markets.</li></ul>Bitcoin (BTC) held above the $80,000 level on Tuesday after April’s core inflation reading came in hotter than expected, sending U.S. equities lower while the cryptocurrency market remained relatively stable.<a href="http://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> edged just 0.1% lower over the last 24 hours to trade near $80,700 at the time of writing. Despite the inflation data, the cryptocurrency avoided the sharper declines seen in U.S. equities. Retail sentiment on Stocktwits around the apex cryptocurrency remained in ‘neutral’ territory over the past day, accompanied by ‘normal’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_12_105152_png_00041f5557.webp" alt="Screenshot 2026-05-12 105152.png" width="1260" height="148"><figcaption>BTC retail sentiment and message volume on May 12 as of 10:05 a.m. ET | Source: Stocktwits</figcaption></figure>The broader cryptocurrency market also held relatively firm, slipping just 0.5% in the last 24 hours.According to one crypto analyst, 10 of the last 11 CPI reports were followed by downside moves for Bitcoin in the subsequent week. However, Bitcoin rallied after the most recent CPI release. “The trend could be shifting here,” they&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/misterrcrypto/status/2054089439534788950?s=20">wrote</a>.<figure class="image"><a class="st-link-external" href="https://x.com/misterrcrypto/status/2054089439534788950" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_12_105242_png_3f106eebc7.webp" alt="Screenshot 2026-05-12 105242.png" width="980" height="1166"></a><figcaption>Source: @MisterrCrypto/X</figcaption></figure><h2 class="st-heading-2">Analysts See Bitcoin Resilience Turning Into Bullish Signal</h2>Matt Mena, crypto research strategist at 21Shares, told The Wall Street Journal that Bitcoin’s ability to remain above key support despite&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-consumer-inflation-april-2026-cpi-report/cZXXfE8Rei2">hotter inflation data</a> could point to underlying market strength.“The fact that BTC has not broken down on this print is arguably more telling than the number itself,” Mena stated. “The market was positioned for hot inflation, absorbed it, and is still sitting above the $80K support level.”Core consumer prices, excluding food and energy, rose 0.4% in April from the previous month, above Wall Street expectations of 0.3%, according to MarketWatch&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://ketwatch.com/economy-politics/calendar">data</a>. On an annual basis, core CPI increased 2.8%, also slightly above estimates of 2.7%.Headline inflation rose 0.6% in April and 3.8% year-over-year, matching economist forecasts. However, both headline and core inflation remain above the Federal Reserve’s long-term 2% target.Mena added that if macro pressure continues easing, Bitcoin could retest resistance around $82,000 before making a push toward $85,000. He also pointed to the <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/senate-unveils-309-page-clarity-act-ethics-deadlock-could-sink-vote/cZXX9TRReLu">upcoming Senate vote on the CLARITY Act</a> as a potential catalyst that could support a move toward $90,000.<h2 class="st-heading-2">U.S. Stocks Slide While Crypto Market Remains Stable</h2>While crypto prices stayed relatively contained, U.S. equities moved lower following the inflation release.The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) dropped 0.61%, the&nbsp;<a href="http://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) slipped 0.48%, and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) tumbled over 1%. Retail sentiment around SPY on Stocktwits trended in ‘bullish’ territory over the past day, accompanied by ‘normal’ levels of chatter. Retail sentiment around SPY on Stocktwits remained in ‘bullish’ territory over the past day, alongside ‘normal’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_12_105205_png_ae4561cf34.webp" alt="Screenshot 2026-05-12 105205.png" width="1260" height="142"><figcaption>SPY retail sentiment and message volume on May 12 as of 10:05 a.m. ET | Source: Stocktwits</figcaption></figure>Overall, the S&amp;P 500 has gained over 7% this year, while Bitcoin’s price has fallen over 7%.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/clarity-act-markup-would-validate-bitcoin-strc-mstr-on-a-global-scale/cZXXQuCReiP">Michael Saylor Says CLARITY Act Markup Could Unlock ‘Next Wave’ Of Digital Capital</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Representative image of Bitcoin with stock market data. (Source: Andriy Onufriyenko/Getty Images)

Bitcoin Defies Hot April CPI Report, Holds $80K Support While US Stocks Tumble

Core CPI rose 0.4% month-over-month and 2.8% annually, both slightly above Wall Street estimates.

Crypto vs. Stocks: BTC Holds Firm Above $80K While US Stocks Slide Post-CPI Report

Cryptocurrency

<ul class="summary-bullets"><li>Wells Fargo raised its price target on Nvidia to $315 from $265 and kept an ‘Overweight’ rating, according to The Fly.</li><li>The firm said Nvidia’s stock still looks attractive, noting that it trades at less than 20 times its price-to-earnings multiple.</li><li>Nvidia’s GB300 fully liquid-cooled AI supercomputing platform is expected to support strong financial results this year.</li></ul>Shares of Nvidia Corp (NVDA) have been on a powerful upward run, climbing more than 16% over the past month and hitting a fresh all-time high on Tuesday, but analysts believe there’s room for further rally.The stock gained over 1% in early trading and is on track to extend a four-session winning streak.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> reached a market cap of about $5.4 trillion on Monday, surpassing the entire S&amp;P 500 healthcare sector, which is valued at roughly $5.2 trillion across 59 companies, Barron’s <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.barrons.com/articles/nvidia-tech-healthcare-stocks-9055406a">reported</a> on Monday.<h2 class="st-heading-2">Brokerages Are Bullish Ahead Of NVDA’s Q1 Results</h2>Wells Fargo raised its price target on Nvidia to $315 from $265 and kept an ‘Overweight’ rating, according to The Fly. Despite concerns about market share and profit margins peaking, Wells Fargo said Nvidia’s stock still looks attractive, noting that it trades at less than 20 times its price-to-earnings ratio (P/E) and continues to have strong long-term growth potential.Susquehanna raised the price target to $275 from $250 and kept a ‘Positive’ rating. The firm said Nvidia’s GB300 rollout is expected to keep gaining momentum ahead of the launch of its Vera Rubin platform in the second half of the year. GB300, a fully liquid-cooled AI supercomputing platform, is expected to support strong financial results and improve guidance as production ramps up further, the brokerage added.<h2 class="st-heading-2">What Does Wall Street Expect From NVDA’s Q1 Earnings?</h2>Nvidia is expected to post a Q1 revenue of $78.89 billion, according to Fiscal.ai data. This represents a smashing 80% year-over-year increase. The company has beaten Wall Street’s revenue forecast in each of its last 28 quarters. Meanwhile, analysts expect earnings at $1.77 per share, more than double the $0.81 per share a year earlier.The tech giant has poured more than $40 billion into strategic investments this year, building exposure across multiple areas of the AI market. That includes a roughly $30 billion stake in OpenAI, along with smaller investments in companies such as IREN and Marvell Technology.<h2 class="st-heading-2">Huang’s China Snub Gets Retail Talking</h2>Jensen Huang was notably absent from the group of business leaders invited to join President Donald Trump on his trip to China this week, according to a<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-05-11/nvidia-s-ceo-to-miss-china-trip-after-year-of-travels-with-trump">&nbsp;</a>Bloomberg report.&nbsp;While executives like Tim Cook and Elon Musk were included, Huang was left out, potentially hurting Nvidia’s efforts to expand AI chip sales in China, a market the company sees as a $50 billion opportunity.Retail sentiment on Stocktwits turned ‘bullish’ from ‘extremely bullish,’ amid ‘high’ message volumes.Based on the news, one user expects volatility this week.<stembedurl>https://stocktwits.com/YouthGoodWealth/message/653039767</stembedurl>Another user said the “China headlines may look negative short term, but they also prove how essential NVIDIA-class AI compute still is globally.”<stembedurl>https://stocktwits.com/BeckyGlass/message/653038598</stembedurl>NVDA shares have gained around 15% so far this year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/hims-stock-falls-after-q1-earnings-miss-analysts-raise-price-targets/cZXX9xmReLy">HIMS Stock Is Crashing Today — But Analysts Think The Real Story Is Just Beginning</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nvidia corporate logo is featured at the Fira Gran Via during the Mobile World Congress in Barcelona, Spain

NVDA Stock Has Gained Nearly 16% In A Month – But Wall Street Sees Further Upside

Brokerages have raised NVDA’s price target ahead of its first-quarter earnings next week, citing its low P/E multiple.

NVDA Stock Hits All-Time High – But Wall Street Sees Further Upside

Equity

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SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Quantum Computing, Inc. engages in developing novel algorithms and solutions utilizing quantum and quantum-inspired computing to solve difficult problems in various industries. It leverages its expertise in finance, computing, security, mathematics, and physics to develop commercial applications for the financial, security, and government sectors. The company was founded on July 25, 2001 and is headquartered in Hoboken, NJ.

Quantum Computing Inc

Quantum Computing Inc. is experiencing a surge in investor interest fueled by a strong revenue beat and strategic pivots toward industrial-scale photonics and AI hardware. The community remains highly active in debating the stock's potential for a parabolic short squeeze, closely monitoring institutional accumulation and recent technological deployment milestones.

Ernexa Therapeutics, Inc. engages in the provision of cell engineering therapies. It is involved in the development of mRNA cell engineering technologies to repair cellular dysfunction and treat a range of therapeutic indications. The company was founded in 1984 and is headquartered in Cambridge, MA.

Ernexa Therapeutics Inc.

Ernexa Therapeutics is trending due to significant momentum from positive preclinical data on its ovarian cancer treatment, which has ignited a battle between aggressive bulls targeting a breakout and skeptics focused on the company's dilution history. The community is closely watching the stock's low float and high short interest, with many traders anticipating a potential squeeze while others express caution regarding the long timeline for human clinical trials.

Kopin Corp. engages in the development, manufacture and sale of wearable technologies which include components and systems. Its portfolio includes AMLCD, LCOS displays, OLED displays, ASIC, backlights, and optical lenses. The firm uses semiconductor material technology to design, manufacture and market its component products for use in military, enterprise and consumer electronic applications, training and simulation equipment and 3D metrology equipment. The company was founded by John C.C. Fan on April 23, 1984 and is headquartered in Westborough, MA.

Kopin Corp.

Kopin Corp

Kopin Corp is surging following a new multi-million dollar defense contract and strong community buzz surrounding its pivot into AI-driven optical interconnect technology. Investors are actively tracking the stock's move toward higher price levels as they discuss its potential role in addressing data center power bottlenecks alongside the broader AI infrastructure market.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is trending as investors weigh strong earnings and significantly raised EBITDA guidance against ongoing geopolitical instability in the Strait of Hormuz. While some community members remain frustrated by price volatility and perceived market manipulation, others are aggressively accumulating shares, viewing the company as a long-term play on rising global LNG demand and supply chain constraints.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is experiencing high volatility as investors track rumors of a potential take-private bid by Trian Fund Management, fueling speculation about a short squeeze. The community is focused on the stock's long-term valuation, significant short interest, and international expansion plans as key catalysts to defend current levels.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is experiencing intense volatility as investors weigh conflicting narratives of aggressive hyperscaler infrastructure demand against concerns over valuation and capacity bottlenecks. The community remains deeply divided, with bulls pointing to the company's critical role in the AI data center optical upgrade cycle while bears caution that the stock's parabolic ascent and historical lack of consistent profitability signal a potential correction.

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 heated community debate as investors weigh the company's recent achievement of closing Phase 3 of the FAA's type certification process against persistent concerns regarding cash burn and the timeline for piloted transition flights. While supporters point to strong strategic partnerships and regulatory progress as proof of a viable commercial future, critics remain focused on production speed and transparency, creating a volatile environment where sentiment shifts rapidly ahead of upcoming earnings.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant volatility as investors weigh record-breaking revenue and a massive backlog against concerns over softer guidance and elevated capital expenditure requirements. The community remains deeply divided, with bulls pointing to the company's long-term utility in the AI infrastructure cycle, while bears are aggressively highlighting insider selling patterns and debt concerns.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSpark is trending as investors react to its recent quarterly earnings miss, with the company facing significant scrutiny over wide losses and the lack of a finalized AI infrastructure deal despite its high-capacity power portfolio. The community remains deeply divided, with bulls pointing to the company's Bitcoin treasury and AI pivot potential as catalysts for a future short squeeze, while bears highlight persistent dilution, management compensation, and concerns over execution delays.

Ambiq Micro, Inc. engages in the provision of ultra-low power semiconductor solutions designed to address the significant power consumption challenges of general purpose and AI computing. It operates through the following geographical segments: China, Taiwan, Singapore, and Rest of the World. The company was founded by Scott Hanson, Dennis Sylvester, and David Blaauw on January 20, 2010 and is headquartered in Austin, TX.

Ambiq Micro Inc.

Ambiq Micro, Inc.

Ambiq Micro is seeing significant retail attention fueled by a strong growth narrative in ultra-low power edge AI and ongoing speculation regarding potential major partnerships. Investors are closely monitoring the company's thin liquidity and small market capitalization, sparking intense community debate over whether the stock will trigger a major short-term breakout or continue to see volatile price fluctuations.

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