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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently facing significant selling pressure amid broader market volatility, with the community actively debating whether the stock is a long-term value opportunity or a sinking asset due to execution risks and high valuation concerns. Investors are closely monitoring the stock's technical support levels as bearish sentiment surges over delivery performance and potential capital rotation into other ventures.

SPDR S&P 500 ETF TRUST - Units of undivided interest in SPDR Trust Series 1

The SPY is experiencing significant volatility and fragmented sentiment as market participants brace for an upcoming press conference regarding geopolitical tensions and the conflict with Iran. The community is actively debating the reliability of ceasefire rumors while monitoring price action for signs of an institutional 'rug pull' or potential market-moving headlines.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix is currently trending as investors debate the company's ability to overcome manufacturing hurdles at its Malaysia facility, specifically relating to laser dicing and production yields. While the community remains polarized between those viewing the stock as a distressed 'zombie' play and long-term believers citing institutional ownership and potential partnerships, high short interest and anticipation of upcoming purchase orders keep sentiment highly volatile.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is surging as investors cheer the company's strategic pivot into AI infrastructure and recent high-profile production orders for its ultra-high-power testing systems. The community is heavily focused on the company's role as a critical bottleneck gatekeeper for reliability in the hyperscale data center supply chain, fueling bullish sentiment around upcoming earnings and guidance.

“Buttcoin - The Next Bitcoin” is the memecoin version of Bitcoin. Launched on January 30, 2025, on Pump.fun, it’s a community-owned memecoin on Solana. The idea was inspired by a 4:20 minutes long YouTube video from 2013 called "The Next Bitcoin?" by James D. McMurray.

Buttcoin

Buttcoin is gaining attention as a long-standing meme project, with the community actively debating whether its 15-year history of mocking the crypto industry translates into lasting value or a satirical phenomenon. Supporters are pushing the asset as a nostalgic, culture-driven alternative to mainstream tokens, while others view the surrounding social media fervor as a cautionary example of speculative retail behavior.

Invesco QQQ Trust Series 1 - Units of beneficial interest

Invesco QQQ Trust is experiencing heavy volatility as investors weigh conflicting reports of ceasefire negotiations against ongoing military tensions in the Middle East, leading to intense debate among market participants about whether current price action reflects genuine growth or orchestrated market manipulation. The community is actively parsing news regarding geopolitical deadlines and oil price shifts while attempting to navigate algorithmic swings driven by uncertainty.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing a surge in investor confidence driven by the strategic $14.2 billion buyout of its Ireland Fab 34 joint venture, which analysts view as a major step toward reclaiming manufacturing control and long-term margin growth. The community is actively debating the stock's potential for a sustained breakout, with many traders pointing to strong demand for server CPUs and AI-focused infrastructure as catalysts for further upside.

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Direxion Daily TSLA Bull 2X Shares

Direxion Daily TSLA Bull 2X Shares is trending as traders debate the impact of potential reverse splits and dividend distributions on this leveraged ETF amid Tesla's volatile price action. The community remains sharply divided, with some actively adding to positions hoping for a rebound toward previous highs while others emphasize the risks of volatility decay and institutional manipulation.

Mega Fortune Co., Ltd. operates as a holding company which provides information technology services. It specializes in delivering comprehensive IoT solutions and services across various industries. The firm offers low carbon property management, energy, stock and GreenTech management services. The company was founded in 2011 and is headquartered in Hong Kong.

Mega Fortune Co Ltd.

Mega Fortune Company Limited

Mega Fortune Company Limited ($MGRT) is trending as retail traders monitor its volatile price action and frequent trading halts, often comparing its movement to other low-float Chinese IPOs. The community remains deeply divided, with some betting on a potential squeeze and parabolic gains, while many others warn of a typical 'pump and dump' scam that frequently characterizes similar recent market entrants.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is seeing intense volatility and aggressive trading as investors debate whether recent price action is a fundamental valuation correction driven by AI-related substrate demand or a speculative bubble prone to a sharp reversal. The community remains deeply divided, with many traders monitoring for a potential dilution event while others emphasize the company's critical role in the photonics supply chain.

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<ul class="summary-bullets"><li>Morgan Stanley analyst Keith Weiss cited operational challenges in a constrained supply environment.</li><li>The firm said it would look for several improvements, including expanding active power capacity beyond 850 megawatts, and resolving past data center construction delays before turning constructive.</li><li>CoreWeave is scheduled to report fourth-quarter fiscal 2025 results on February 26.</li></ul>CoreWeave Inc. (CRWV) shares slid on Friday after Morgan Stanley’s initiation cast a cautious tone just days before the company’s quarterly earnings release.&nbsp;According to a Barron’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.barrons.com/articles/coreweave-stock-power-ai-earnings-0e3d5b5a">report</a>, the firm assigned the cloud infrastructure provider an “Equal Weight” rating and set a $99 price target, suggesting only modest upside from recent levels.<h2 class="st-heading-2">Execution In Focus</h2>Morgan Stanley analyst Keith Weiss cited operational challenges in a constrained supply environment as a primary reason for the tempered outlook. He pointed to difficulties in fulfilling customer demand and noted that some dissatisfied clients have pursued legal action.The firm acknowledged that CoreWeave has landed and broadened significant agreements with some of the most sophisticated generative AI customers in the market. However, the firm stressed that investor confidence hinges on tangible execution milestones.<a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> tumbled over 12% by Friday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_20_121818_png_01b2e4ba28.webp" alt="CRWV’s Sentiment Meter and Message Volume as of 12:15 p.m. ET on Feb. 20, 2026 | Source: Stocktwits" width="936" height="106"><figcaption>CRWV’s Sentiment Meter and Message Volume as of 12:15 p.m. ET on Feb. 20, 2026 | Source: Stocktwits</figcaption></figure>Morgan Stanley indicated it would look for several improvements before turning more constructive. Among them are expanding active power capacity beyond 850 megawatts, resolving past data center construction delays, converting development projects into realized capital spending, and diversifying its customer base.<h2 class="st-heading-2">Additional Pressure Points</h2>Compounding the negative sentiment, a Business Insider&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/blue-owl-financing-lancaster-data-center-coreweave-2026-2">report</a> said that Blue Owl Capital Inc. (OWL) was unable to secure financing for a proposed data center transaction involving CoreWeave, creating fresh uncertainty around expansion efforts.CoreWeave is scheduled to report fourth-quarter (Q4) fiscal 2025 results on February 26. Analysts expect revenue of approximately $1.53 billion, and an adjusted loss per share of $0.49, according to Fiscal AI data.&nbsp;CRWV stock has gained over 114% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/paramount-clears-key-us-antitrust-review-pursuit-of-warner-bros-discovery/cZRN93sR4xj">Paramount Clears Key US Antitrust Review In $77.9 Billion Pursuit Of Warner Bros. Discovery</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 Tumbles 12% — Analyst Flags Execution Risks Ahead Of Earnings

According to a Barron’s report, Morgan Stanley assigned the cloud infrastructure provider an “Equal Weight” rating and set a $99 price target, suggesting only modest upside from recent levels.

Equity

According to a Barron’s report, Morgan Stanley assigned the cloud infrastructure provider an “Equal Weight” rating and set a $99 price target, suggesting only modest upside from recent levels.


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IDGT, WCBR, UTES, BDRY, MKOR & RING led last week's ETF gains as AI rotation, Japan optimism, shipping strength and defensive demand drove standout performance.

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<ul class="summary-bullets"><li>The pact aims to blend networking, cloud, and automation expertise with energy-efficient AI compute platforms.</li><li>The agreement sets up a collaborative framework for creating and testing AI inference systems.</li><li>This work will include building reference architectures and validating deployments in industries such as telecommunications and smart infrastructure.</li></ul>Blaize Holdings, Inc. (BZAI) stock surged over 24% in Tuesday’s premarket after the company inked a strategic memorandum of understanding (MOU) with Nokia Solutions and Networks Singapore Pte. (Nokia).&nbsp;The MOU outlines plans to explore and develop hybrid AI inference systems for real-world applications across the Asia Pacific region.&nbsp;<h2 class="st-heading-2">What The Deal Entails</h2>The pact aims to blend networking, cloud, and automation expertise with energy-efficient AI compute platforms to support demand where latency and reliability are crucial.The agreement sets up a collaborative framework for creating and testing AI inference systems at both the network edge and in hybrid cloud environments, combining Nokia’s connectivity strengths with Blaize’s inference hardware and software.&nbsp;This work will include building reference architectures, validating deployments in industries such as telecommunications and smart infrastructure, and conducting customer-facing pilot initiatives.On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/BZAI">Blaize stock</a> jumped to ‘bullish’ from ‘bearish’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_063502_png_6166248320.webp" alt="BZAI’s Sentiment Meter and Message Volume as of 06:15 a.m. ET on Jan. 27, 2026 | Source: Stocktwits" width="934" height="106"><figcaption>BZAI’s Sentiment Meter and Message Volume as of 06:15 a.m. ET on Jan. 27, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Why It Matters</h2>As businesses and service providers push AI functionality closer to where data is collected and decisions are made, hybrid AI architectures that balance edge inference with centralized GPU compute are gaining traction.&nbsp;This partnership targets scalable, real-world solutions across sectors such as telecommunications, industrial automation, smart cities, logistics, and more.<blockquote>"By combining Nokia's leadership in connectivity and automation with the Blaize AI inference platform, we are enabling Real World AI that runs efficiently at the edge while integrating seamlessly with cloud and GPU infrastructure.”-Dinakar Munagala, Co-Founder and CEO, Blaize</blockquote>BZAI stock has declined by over 66% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/core-weave-gets-wall-street-upgrade-as-ai-demand-builds/cmyaHNPR4L3">CoreWeave Gets Wall Street Upgrade As AI Demand Builds</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A computer with the acronym AI for Artificial Intelligence.

Why Did BZAI Stock Surge 24% Pre-Market Today?

The company’s MOU with Nokia Solutions and Networks Singapore outlines plans to explore and develop hybrid AI inference systems for real-world applications across the Asia Pacific region.

<ul class="summary-bullets"><li>Deutsche Bank cited signs of strengthening demand and potential upside to revenue forecasts for the cloud infrastructure provider.</li><li>CoreWeave has been gaining attention as demand for generative artificial intelligence infrastructure has picked up.</li><li>On Monday, Nvidia made a fresh $2 billion investment in CoreWeave to boost&nbsp;the development of more than 5 gigawatts of AI factories by 2030.</li></ul>Deutsche Bank has upgraded CoreWeave Inc. (CRWV) to a ‘Buy’ rating from ‘Hold’, setting a new target price of $140 per share ahead of the company’s upcoming fourth-quarter earnings.&nbsp;The price target implies a potential 43% upside to CoreWeave’s closing price as of Monday.&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> traded over 6% higher in Tuesday’s premarket.&nbsp;<h2 class="st-heading-2">Analyst Rationale&nbsp;</h2>Deutsche Bank cited signs of strengthening demand and potential upside to revenue forecasts for the cloud infrastructure provider as key reasons behind the upgrade, according to TheFly.CoreWeave has been gaining attention as demand for generative artificial intelligence infrastructure picks up pace, with the company focusing on delivering high-performance computing capacity to major clients.&nbsp;The firm sees room for analysts’ revenue expectations for the company to climb materially through 2026 if the business can execute on its planned capacity and maintain contracted commitments.<h2 class="st-heading-2">Nvidia’s Investment&nbsp;</h2>On Monday, Nvidia made a fresh $2 billion investment in CoreWeave to boost&nbsp;the development of more than 5 gigawatts of AI factories by 2030. CoreWeave will use Nvidia’s high-performance computing platform to design and operate AI factories, with the latter also helping acquire land, utilities, and infrastructure necessary for factory construction.Post the deal announcement, Jefferies said Nvidia’s backing through land access and ready-powered facilities should lower operational risks and make it easier for CoreWeave to grow. The firm also noted that Nvidia is expected to assist CoreWeave in bringing its SUNK and Mission Control software to customers.<h2 class="st-heading-2">All Eyes On Q4 Earnings&nbsp;</h2>The company is scheduled to report its Q4 earnings on February 9, and analysts see a revenue of $1.53 billion with a loss per share (EPS) of $0.49.&nbsp;On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘normal’ levels in 4 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_053124_png_9ff3207f61.webp" alt="CRWV’s Sentiment Meter and Message Volume as of 05:30 a.m. ET on Jan. 27, 2026 | Source: Stocktwits" width="932" height="96"><figcaption>CRWV’s Sentiment Meter and Message Volume as of 05:30 a.m. ET on Jan. 27, 2026 | Source: Stocktwits</figcaption></figure>CRWV stock has gained over 145% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coinbase-addresses-crypto-next-risk-quantum-computing/cmyaplKR4hy">What Happens To Crypto If Quantum Computers Break Encryption? Coinbase Is Taking Early Steps To Address Threats</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

CoreWeave logo is displayed on a mobile phone, with the company's branding visible in the background, in this photo illustration in Brussels, Belgium, on November 10, 2025. 

CoreWeave Gets Wall Street Upgrade As AI Demand Builds

The firm sees room for analysts’ revenue expectations for the company to climb materially through 2026 if the business can execute on its planned capacity.

CoreWeave (CRWV Stock) Gets Wall Street Upgrade As AI Demand Builds

The firm sees room for analysts’ revenue expectations for the company to climb materially through 2026 if the business can execute on its planned capacity.


SBA Communications Stock: Analyst Estimates & Ratings

SBA Communications has underperformed the broader market over the past year, but analysts are cautiously optimistic about the stock’s prospects.

Digital Realty Trust Stock Outlook: Is Wall Street Bullish or Bearish?

Digital Realty Trust has underperformed the broader market over the past year, but analysts are moderately optimistic about the stock’s prospects.

Hindenburg Research, known for its scathing reports on India’s Adani Group and billionaire activist investor Carl Icahn, has disclosed a short position on server-maker Super Micro Computer (SMCI) on Tuesday citing “fresh evidence of accounting manipulation, sibling self-dealing and sanctions evasion.”Shares of SMCI fell over 3% on Tuesday, dragging retail sentiment down, following the disclosure.Hindenburg Research said its three-month investigation into the firm found glaring accounting red flags, evidence of undisclosed related party transactions, sanctions and export control failures, and customer issues.The short-seller said that less than three months after paying a $17.5 million SEC settlement, Super Micro began re-hiring top executives that were directly involved in the accounting scandal, according to litigation records and interviews with former employees.Hindenburg cited a former employee saying “almost all of them are back. Almost all of the people that were let go that were the cause of this malfeasance.”This is important given the fact that SMCI was charged by the SEC by August 2020 for “widespread accounting violations,” primarily related to over $200 million in improperly recognized revenue and understated expenses, that resulted in artificially elevated sales, earnings and profit margins.Hindenburg also stated that Super Micro’s relationships with both disclosed and undisclosed related parties “serve as fertile ground for dubious accounting.”According to the short-seller, disclosed related party suppliers Ablecom and Compuware, controlled by Super Micro CEO Charles Liang’s brothers, have been paid $983 million in the last three years.&nbsp;Hindenburg cited trade records to add that the related parties appear to do little other business with approximately 99.8% of Ablecom’s exports to the U.S. since 2020 going to Super Micro, and about 99.7% of Compuware’s U.S. exports made to Super Micro.The short-seller also said exports of Super Micro’s high-tech components to Russia have spiked by approximately three times since the invasion of Ukraine, “apparently violating U.S. export bans,” according to its review of more than 45,000 import/export transactions.<figure class="image"><a href="https://stocktwits.com/symbol/SMCI"><img style="aspect-ratio:1890/536;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_08_27_at_12_18_36_PM_6d78c56947.png" alt="SMCI sentiment meter as of 11:55 a.m. ET on August 27, 2024" width="1890" height="536"></a><figcaption>SMCI sentiment meter as of 11:55 a.m. ET on August 27, 2024</figcaption></figure>“After extensive research, we have taken a short position in shares of Super Micro Computer, Inc. This report represents our opinion, and we encourage every reader to do their own due diligence. Please see our full disclaimer at the bottom of the report,” Hindenburg Research stated.Retail investors on Stocktwits have gone ‘extremely bearish’ (6/100) on the stock with the metric hitting a one-year low. The stock has nearly doubled this year supported by the AI-fueled enthusiasm.In the coming weeks, it will be interesting to watch whether investors decide to fall in line with Hindenburg Research’s take on the company or the AI-hype takes precedence over the allegations.Also See: <a href="https://stocktwits.com/news/markets/equity/jd-stock-rises-after-new-share-repurchase-program/c7wEds9RcY">JD.com Stock Rises After New $5 Billion Share Repurchase Program: Retail Investors Exuberant</a>&nbsp;&nbsp;&nbsp;&nbsp;

Hindenburg Research said SMCI began re-hiring top executives directly involved in the accounting scandal soon after SEC settlement.

SMCI Stock Dips After Hindenburg Research Discloses Short Position: Retail Sentiment Plummets

Hindenburg Research, known for its scathing reports on India’s Adani Group and billionaire activist investor Carl Icahn, has disclosed a short position on server-maker Super Micro Computer

SMCI Stock Dips After Hindenburg Research Discloses Short Position

Hindenburg Research said its three-month investigation into the firm found glaring accounting red flags, evidence of undisclosed related party transactions, sanctions and export control failures, and customer issues.

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