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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is trending as investors react to a powerful earnings beat, record revenue, and a massive 2,400% dividend increase alongside an $80 billion share buyback. While the community is debating whether the stock is overhyped or a long-term AI essential, traders are actively discussing market volatility and the impact of institutional positioning on the share price.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is surging as investors anticipate an imminent clinical readout, with the community closely tracking the 80th event in the REGAL Phase 3 trial. Increased institutional buying and expectations of a potential short squeeze are driving intense discussion, as shareholders remain focused on the potential for a transformative partnership or acquisition.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is seeing intense community focus following a new power-infrastructure partnership with Bloom Energy aimed at scaling AI capacity, coupled with broader investor excitement surrounding AI infrastructure spending. While traders actively debate the sustainability of the company's aggressive growth strategy versus competitors, sentiment remains dominated by the stock's significant momentum and its pivotal role in the expanding global AI data center cycle.

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

Intuit Inc

Intuit shares are facing intense selling pressure as investors grapple with news of a significant workforce reduction and rising fears that generative AI could disrupt its core tax and accounting business. Despite the volatility, many in the community are actively debating whether this represents a fundamental decline or a significant overreaction, with several buyers viewing the current price as a long-term value opportunity.

Hyperliquid is a layer one (L1) blockchain best known for perpetual futures and spot trading. Beyond its flagship DEX trading platform, the ecosystem supports borrowing, lending, real world assets (RWAs), and a full-fledged Ethereum Virtual Machine (EVM), making it a leading force in decentralized finance (defi).   Just as electronic trading dramatically improved markets in the 2000s, Hyperliquid offers an opportunity for a massive technical upgrade of the existing financial system through a transparent, efficient, and resilient blockchain. HYPE is the native token of the Hyperliquid blockchain, with a maximum supply of 1 billion.

Hype

HYPE is attracting intense community interest as traders position it as the essential infrastructure for the next generation of decentralized perpetual trading. Investors are actively discussing its growing market dominance, institutional interest, and its status as a primary competitor to traditional exchange models.

Cartesian Growth Corp. III is a blank check company. It was created for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination. The company was founded on October 29, 2024 and is headquartered in New York, NY.

Cartesian Growth Corp III - Ordinary Shares- Class A

Cartesian Growth Corporation III

Cartesian Growth Corporation III is gaining attention as it moves toward a public listing for Factorial Energy, a solid-state battery developer attracting significant interest for its partnerships with major automotive OEMs and technological advancements. Community discussion is focused on the company's valuation, potential applications in the drone and defense sectors, and recent insider purchasing activity that signals strong leadership confidence.

T1 Energy, Inc. engages in developing battery solutions. It focuses on energy storage systems and commercial mobility. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy Inc. (TE) is currently surging on high volume as investors react to a significant new 10-million-share stake from Leopold Aschenbrenner's Situational Awareness fund. The market is actively debating whether this movement represents a fundamental re-rating linked to AI infrastructure power demand or a high-volatility momentum play fueled by aggressive call option activity.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD is capturing investor attention following reports that Chinese regulators are easing pressures on food delivery pricing wars, sparking optimism for improved profitability and a potential sector-wide rerating. The community is actively debating whether this movement represents a sustainable bottoming phase for the stock or another temporary rally in a volatile sector.

Roundhill ETF Trust - Roundhill Memory ETF

The Roundhill Memory ETF is experiencing heightened volatility as investors weigh the impact of a potential labor strike at Samsung against the structural AI-driven memory shortage. While community members remain largely bullish, citing the ongoing HBM deficit and potential supply chain tightening as long-term catalysts, the price is seeing significant fluctuations amid broader semiconductor sector rotation and shifting news reports regarding South Korean trade policies.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty shares are experiencing significant volatility as investors debate the company's growth outlook amidst softened guidance, tariff concerns, and broader consumer spending pressures. The community remains deeply polarized, with bulls viewing the stock as a prime value opportunity ahead of potential tariff refunds, while bears express skepticism over slowing momentum and executive insider selling.

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Will Dell Technologies (DELL) Beat Estimates Again in Its Next Earnings Report?

Dell Technologies (DELL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar

Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

<ul class="summary-bullets"><li>Launches PowerStore Elite platform, designed to increase performance and storage efficiency.</li><li>Expected to boost performance up to 3x with software-driven improvements and 3x network throughput</li><li>&nbsp;27 analysts have an average price target of $203.09 per share, nearly 14% lower than Monday's closing price.&nbsp;</li></ul>Dell Technologies (<a href="https://stocktwits.com/symbol/DELL">DELL</a>) share price eased around 1% on Tuesday after the computer maker introduced its new PowerStore Elite storage platform, featuring a complete hardware refresh and software-driven innovations designed to maximize performance and efficiency for AI enterprise workloads.&nbsp;The PowerStore Elite platform delivers up to three times the performance and thrice more network throughput than previous-generation systems. It supports block, file, virtual machine, and container workloads on a unified platform. Utilizing mixed-generation clustering, existing customers can adopt the new system incrementally and transition without experiencing operational disruption or downtime."Private clouds are only as powerful as the storage underneath them," said Arthur Lewis, president of the Infrastructure Solutions Group at Dell Technologies.&nbsp;The hardware architecture is powered by Intel Xeon Scalable processors, boasting up to 50% more CPU cores than prior models.&nbsp;Memory stocks and AI hardware providers have been in focus as surging demand for AI tools amid limited semiconductor and memory supply has raised investor concerns about an overheated market.&nbsp;The platform relies heavily on built-in intelligence. AI-driven automation continuously tunes performance, balances workloads, and manages real-time efficiency to reduce manual operations by up to 95%. At a broader scale, Dell AIOps capabilities offer predictive insights that allow administrators to resolve issues up to 10 times faster than traditional approaches.Security features have also been upgraded with Dell Cyber Detect, a new integrated software offering. Trained on thousands of ransomware variants, Cyber Detect inspects data at the byte level to identify ransomware corruption with 99.99% accuracy.<h2 class="st-heading-2">DELL’s Recent AI Developments&nbsp;</h2>Dell recently launched this localized solution as part of the "Dell AI Factory with NVIDIA." It allows enterprises and workgroups to implement and scale agentic AI workflows locally on Dell workstations.&nbsp;Dell said on Monday that more than 5,000 customers are already deploying solutions through the Dell AI Factory, positioning the platform as a way for enterprises to run AI workloads on infrastructure they directly control.OpenAI and Dell Technologies also announced a partnership on Monday to help more enterprises deploy Codex in the environments where their most important data, systems, and workflows already live. Codex is becoming one of OpenAI’s fastest-growing enterprise products.<h2 class="st-heading-2">DELL Retail View</h2>Retail sentiment on Stocktwits was ‘bearish’ with ‘high’ message volumes.&nbsp;27 analysts have an average price target of $203.09 per share, nearly 14% lower than Monday’s closing price.The stock has soared 110% over the past 12 months.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/wmt-stock-hits-record-highs-ahead-of-q1-results-here-is-what-analysts-expect/cZXuzEKReNV">WMT Stock Hits Record Highs Ahead Of Q1 Results - Here Is What Analysts Expect</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

DELL Launches Upgraded Storage System Tech To Capitalize On Memory Demand Boom 

Dell Technologies (DELL) share price eased around 1% on Tuesday after the computer maker introduced its new PowerStore Elite storage platform, featuring a complete hardware refresh and software-driven innovations designed to maximize performance and effic

Equity

 Dell unveils PowerStore Elite storage platform.


Snowflake vs. DELL: Which AI Infrastructure Stock Has the Edge?

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Dell Technologies Rewrites the Rules of Storage Modernization and Performance with Dell PowerStore Elite

Dell Technologies World Dell Technologies (NYSE: DELL) introduces Dell PowerStore Elite, a new class of modern storage platform that delivers breakthrough performance and efficiency through...

Dell Technologies Reimagines the Modern Data Center for the AI Era

Dell Technologies World Dell Technologies (NYSE: DELL) introduces a new generation of storage, compute, cyber resilience and automation innovations built to power the modern data center. Why it...

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Bloomberg Businessweek Daily 5/18/2026

Today, Matt Schettenhelm, Bloomberg Intelligence Senior Litigation Analyst, breaks down a California's jury's rejection of Elon Musk's claim that Sam Altman betrayed OpenAI's original mission when it...

<ul class="summary-bullets"><li>The S&amp;P 500 and the Nasdaq 100 fell 0.1% and 0.5%, respectively, while the Dow Jones rose 0.3%.</li><li>President Donald Trump said in a Truth Social post Monday that he is holding off on an attack on Iran.</li><li>Micron Technology, along with other memory stocks, led declines.</li></ul>The S&amp;P 500 and Nasdaq indices fell on Monday, led by declines in mega-cap technology stocks, specifically memory stocks, as investors assessed the supply-demand mismatch in memory capacities as AI spending takes center stage, while positive commentary related to the US-Iran war helped the Dow.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/SPX">S&amp;P 500</a>&nbsp; fell 0.1%, the&nbsp;<a href="https://stocktwits.com/symbol/NDX">Nasdaq</a> lost 0.5%, and the&nbsp;<a href="https://stocktwits.com/symbol/DJI">Dow Jones</a> gained 0.3%. The Russell 2000, which tracks stocks with small market capitalizations, fell 0.7%, the index's second consecutive day in the red.&nbsp;Among ETFs tracking benchmark indexes, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> fell 0.1%, and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust&nbsp;</a>(QQQ) ended Monday around 0.4% lower, while the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) rose 0.3%.&nbsp;The VanEck Semiconductor ETF (<a href="https://stocktwits.com/symbol/SMH">SMH</a>) dropped 1.8%.&nbsp;Meanwhile, retail sentiment on Stocktwits for SPY, QQQ, and DIA was all in the ‘extremely bullish’ to ‘bullish’ territory.&nbsp;<h2 class="st-heading-2">US Market Drivers</h2><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>0.3%</td><td>49,686.12&nbsp;&nbsp;</td></tr><tr><td>S&amp;P 500</td><td>-0.1%</td><td>7,403.05&nbsp;&nbsp;</td></tr><tr><td>Nasdaq 100</td><td>-0.5%</td><td>26,090.73&nbsp;&nbsp;</td></tr></tbody></table></figure>President Donald Trump said he called off plans to attack Iran on Tuesday because “serious negotiations are now taking place” on reaching an agreement.&nbsp;In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116597121700043134">post</a> on Truth Social, Trump said he had been asked to do so by the leaders of Qatar, Saudi Arabia, and the United Arab Emirates. Broader U.S. indices reversed some of their losses following the post.&nbsp;Elevated Treasury yields continued to weigh on benchmark U.S. indices following Friday’s steep yield jump, where the U.S. 30-year Treasury bond yield hit its highest level in around a year. It was last little changed alongside the 10-year Treasury.Generally, when bond yields spike, investors tend to move away from equities, especially technology shares. A rise in yields raises the cost of borrowing for corporates, diminishing the current value of future earnings in analyst models.&nbsp;<h2 class="st-heading-2">Trending Stocks To Watch&nbsp;</h2>Nvidia (<a href="https://stocktwits.com/symbol/NVDA">NVDA</a>): Chief Executive Officer Jensen Huang, in an interview with Bloomberg TV, said he expects Chinese authorities will eventually allow the import of artificial intelligence chips from the U.S. and also highlighted that memory chip demand is outpacing supply.&nbsp;&nbsp;Dell Technologies (<a href="https://stocktwits.com/symbol/DELL">DELL</a>): Shares dropped 3.4% on Monday as announcements expanding its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dell-expands-ai-factory-ecosystem-as-enterprise-demand-scales-but-supply-constraints-raise-doubts/cZXruQ4Remr">artificial intelligence portfolio</a> with Nvidia — along with media reports that the company added 1,000 new clients to its AI Factory product line — were overshadowed by supply-side constraints highlighted by Nvidia CEO Jensen Huang.&nbsp;&nbsp;NextEra Energy (<a href="https://stocktwits.com/symbol/NEE">NEE</a>): NextEra and Dominion Energy (D)<a href="https://stocktwits.com/news-articles/markets/equity/nextera-dominion-deal-all-stock-electric-utility-business/cZXrShYRelC"> announced</a> a definitive all-stock deal to create the world's largest regulated electric utility business, which will serve 10 million customers across four southeastern states.&nbsp;&nbsp;&nbsp;Uber (<a href="https://stocktwits.com/symbol/UBER">UBER</a>): The stock was muted, down around 0.1% on Monday after the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uber-stock-edges-down-as-19-5-delivery-hero-stake-makes-it-largest-shareholder/cZXrA68RemA">expanded</a> its footprint in the European food delivery sector by acquiring an additional stake in Germany’s Delivery Hero SE, bringing its total ownership to nearly a fifth of the company.&nbsp;Seagate Technology (<a href="https://stocktwits.com/symbol/STX">STX</a>): Shares of Seagate drew significant investor buzz on Monday after CEO Dave Mosley provided&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stx-stock-tumbled-7-today-here-s-what-seagate-ceo-said-about-plans-to-build-new-factories/cZXrn3SRemX">commentary</a> on the company’s manufacturing at a JPMorgan conference.&nbsp;<h2 class="st-heading-2">Broader Market Trends&nbsp;</h2>West Texas Intermediate futures gained roughly 3% to close at $108.66 per barrel, while Brent crude settled up more than 2% at $112.10 a barrel as investors assess the condition at the Strait of Hormuz.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/dell-expands-ai-factory-ecosystem-as-enterprise-demand-scales-but-supply-constraints-raise-doubts/cZXruQ4Remr">DELL Expands AI Factory Ecosystem as Enterprise Demand Scales But Supply Constraints Raise Doubts</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.</div>

The NASDAQ MarketSite in Times Square is seen November 20, 2006 in New York City. (Photo by Spencer Platt/Getty Images)

S&P 500, Nasdaq Ends Lower As AI Gameplay Loses Steam, Dow Inches Higher — NVDA, DELL, NEE, UBER, STX In Focus

The S&amp;P 500 and Nasdaq indices fell on Monday, led by declines in mega-cap technology stocks, specifically memory stocks, as investors assessed the supply-demand mismatch in memory capacities as AI spending takes center stage, while positive commentar

Memory chip stocks drag down Nasdaq, while elevated crude oil and Treasury yield levels affect broader sentiment.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Investors are hyper-focused on the evolving partnership with Nvidia and Palantir to build robust, on-premise AI enterprise infrastructure.

Strong growth signals are emerging as the company adds thousands of corporate clients to its AI-ready server ecosystem.

Wall Street is responding to the company's aggressive AI strategy with significant price target upgrades, recently hitting $280.

Active trading on the tape reveals heavy institution positioning with large weekly call buying and protective floor prints.

Executives are pivoting the brand toward local AI agents and hybrid hardware to power the future of edge-based computing.

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