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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.

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.

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.

Applied Digital Corporation

Applied Digital is currently trending following a significant lease agreement with a hyperscaler that pushed its AI data center capacity over the one-gigawatt mark. Community sentiment remains largely bullish, with investors actively discussing the company's long-term infrastructure growth while dismissing recent price volatility as a routine market digestion phase.

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.

Sui s a Layer 1 blockchain developed by Mysten Labs, a team founded by former lead engineers from Meta’s blockchain research division. It is designed for global adoption by providing a secure, high-speed environment for digital asset ownership and removing technical barriers for Web3 applications. The platform utilizes the Move programming language to create a safe framework and supports horizontal scaling to keep fees stable and speeds high as the network grows. Significant institutional support comes from major venture capital firms including Andreessen Horowitz, Coinbase Ventures, Circle Ventures, and YZi Labs.  The system functions by organizing data into independent objects rather than a single ledger of accounts. This object-centric data model enables parallel execution, allowing the network to process many transactions simultaneously instead of waiting for one to finish before starting the next. This architecture is built for rapid transaction finalization to ensure near-instant results. To maintain long-term stability, the network collects fees into a storage fund that rewards validators for keeping data on the network indefinitely.  Sui offers several advanced tools including zkLogin for easier account access and sponsored transactions that allow users to interact with apps without managing complex wallets or immediate fees. Developers can also create tailored object types that work across the entire network, which encourages innovation and deep composability. These features are designed to create a more user-friendly experience for interacting with decentralized applications and digital games.  The SUI token is central to the ecosystem, serving as the primary asset for transaction fees and on-chain utility within decentralized exchanges and lending platforms. Users participate in a proof-of-stake mechanism by locking their tokens to support validators and secure the blockchain in exchange for rewards. Additionally, token holders have a role in governance, allowing them to participate in voting on network rules and future protocol upgrades. Value moves through the system through these staking rewards and transaction fees to ensure the platform scales sustainably

SUI is experiencing significant community debate as traders split between those buying the dip near support levels and skeptics questioning the token's long-term sustainability following recent price volatility. The conversation is heavily focused on whether current trading volume signals a genuine accumulation phase or a potential for further downside as the broader crypto market consolidates.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently the subject of intense community debate following a multi-billion dollar equity offering, which has sparked mixed reactions as traders weigh dilution risks against the firm's strategic push for acquisitions. While many investors remain bullish on the company's long-term potential as a critical infrastructure provider alongside the excitement of the impending SpaceX IPO, others are urging caution due to technical overextension and the rapid pace of recent gains.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Run Inc. is drawing significant community interest following its Nasdaq debut and strategic partnerships with major tech players, which have fueled discussions around its potential as a high-growth AI infrastructure play. While investors are actively debating the stock's valuation, low float, and long-term potential compared to similar data center firms, many are closely watching for further contract announcements and potential price volatility.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull is trending as investors weigh an aggressive $100 million share buyback and upcoming earnings against broader sector volatility. The community is sharply divided, with some betting on a breakout fueled by new AI tools and the upcoming removal of day trading restrictions, while skeptics warn of potential downward pressure following past earnings trends.

HermesOS is a managed platform for deploying and operating autonomous AI agents.  It enables users to launch agents with persistent memory, browser automation and tool use, without managing infrastructure. The system is designed to move from concept to a working agent with minimal setup.  HermesOS supports practical workflows such as automation, research and task orchestration, with built-in tools for monitoring and operating agents in production.

Hermes OS

Hermes OS is facing intense scrutiny as investors debate whether recent extreme volatility and sharp sell-offs signify a potential rug pull or a tactical buying opportunity. The community remains deeply divided, with many traders expressing skepticism regarding the project's sustainability while others monitor wallet activity for signs of a possible recovery.

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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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$2.89	--	--	N/A
Q4 '25	$2.80	$3.89	39.13%	BEAT
Q3 '25	$2.47	$2.59	4.93%	BEAT
Q2 '25	$2.29	$2.32	1.24%	BEAT
Q1 '25	$1.70	$1.55	-9.06%	MISSED

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