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Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending after delivering a strong earnings report with a double beat on estimates and upbeat guidance, primarily fueled by robust AI sales, leading to community discussions about its potential to break out to new highs amid strong demand for data center infrastructure.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble Inc. is trending after reporting an earnings and revenue miss, yet community discussion remains highly focused on the anticipated Northern Data acquisition and Tether's substantial spending commitments for advertising and cloud services, which many believe will drive significant future revenue and could fuel a short squeeze amidst record high short interest.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is trending following its Q2 earnings beat, which showcased strong growth in revenue, membership, and e-commerce, yet the market is debating if these results can justify the stock's consistently high valuation amidst a subdued price reaction.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Escalating Middle East tensions are driving intense debate around USO, with many in the community anticipating a significant spike in oil prices due to threats of Strait of Hormuz disruptions, while others believe market interventions will soon lead to a price reversal.

Nutex Health, Inc. engages in the management and operation of healthcare facilities. It operates through the following segments: Hospital Division, Population Health Management Division, and Real State Division. The Hospital Division is involved in developing and operating a network of micro-hospitals, specialty hospitals, and hospital outpatient departments (HOPDs). The Population Health Division establishes and operates provider networks such as independent physician associations (IPAs). The Real State Division owns land and hospital buildings which are leased to hospital entities. The company was founded in 2011 and is headquartered in Houston, TX.

Nutex Health Inc

Nutex Health is seeing intense debate following its Q4 earnings report and a new short-seller attack, which together highlight concerns over its financial performance and business practices. The community is sharply divided, with bulls emphasizing a new share buyback program and remediated internal control weaknesses, asserting the stock is deeply undervalued and ripe for a short squeeze against what they deem 'malicious' claims.

Samsara, Inc. develops internet connected sensor systems. It combines plug-and-play sensors, wireless connectivity, and cloud-hosted software integrated for deployment. The company was founded by John Bicket and Sanjit Biswas in 2015 and is headquartered in San Francisco, CA.

Samsara Inc - Ordinary Shares - Class A

Samsara Inc

Samsara Inc. (IOT) is trending following impressive Q4 earnings results that showcased strong revenue and annual recurring revenue growth, in addition to achieving GAAP profitability. The community is celebrating the company's robust outlook for its AI-powered Connected Operations Cloud, navigating previous concerns around software sector valuation and market dynamics.

Palladyne AI Corp. engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its products include Palldyne IQ and Palladyne Pilot. The company was founded by Fraser M. Smith and Benjamin G. Wolff in 2015 and is headquartered in Salt Lake City, UT.

Palladyne AI Corp.

Palladyne AI Corp. is drawing significant attention following strong earnings and reaffirming robust revenue guidance, fueled by new defense contracts for missile propulsion and multi-domain swarming autonomy. The community is actively discussing its potential as a defense AI leader, especially given high short interest and escalating global demand for autonomous defense technology.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. 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 (VG) is trending as escalating geopolitical tensions in the Middle East, including a halt in Qatar's LNG production and disrupted shipping, significantly tighten global supply. The community highlights VG's strong operational position, efficient production, and recent favorable arbitration ruling, believing it is poised to capture increased demand and elevated spot prices.

Gap, Inc. operates as a global apparel retail company, which offers clothing, apparel, accessories, and personal care products for men, women, and children. The firm operates through the following segments: Gap Global, Old Navy Global, Banana Republic Global, Athleta, and Other. The Gap Global segment includes apparel and accessories for men and women under the Gap brand, along with the GapKids, BabyGap, GapMaternity, GapBody, and GapFit collections. The Old Navy Global segment offers clothing and accessories for adults and children. The Banana Republic Global segment provides clothing, eyewear, jewelry, shoes, handbags, and fragrances. The Athleta segment offers fitness apparel for women. The company founded by Donald G. Fisher and Doris F. Fisher in July 1969 and is headquartered in San Francisco, CA.

Gap, Inc.

Gap is trending due to mixed reactions following its recent Q4 earnings, which showed a decline in GAAP EPS despite a slight revenue increase, prompting some community concern. This performance is juxtaposed against earlier analyst optimism for its brand turnaround, successful marketing, and new beauty initiatives, all while the retail sector navigates ongoing tariff pressures.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain as well as the Onyx Goliath Blockchain. XCN is also used as an ERC-20 token for Staking and Governance.

Onyxcoin

Onyxcoin is seeing intense debate as its anticipated 'Goliath Mainnet' launch approaches, with community members divided between expectations of a significant rally fueled by new payment infrastructure and whale accumulation, and concerns about a 'sell the news' event amidst broader crypto market volatility.

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NVIDIA Corp

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<ul class="summary-bullets"><li>As per the report, the draft rules are not intended as a means to ban exports from Nvidia, but rather, as a way for the U.S. government to monitor the AI industry.&nbsp;</li><li>AI companies, as well as governments of countries seeking the chips, would need permission from the U.S. Commerce Department to purchase the accelerators.&nbsp;</li><li>The approval process is likely to depend on the volume of computing power required, as per the report.</li></ul>Officials in Washington are reportedly working on draft regulations that would give the government power over global artificial intelligence chip exports to other countries, a move that could impact Nvidia Corp. and&nbsp; Advanced Micro Devices Inc., among others.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-05/us-drafts-rules-for-sweeping-power-over-nvidia-s-global-sales">report</a> from Bloomberg, citing people familiar with the matter, the proposed legislation would mandate that all semiconductor companies seek approval from the U.S. government for exports of AI accelerators to any other country in the world.Shares of NVDA slipped nearly 2% at the time of writing, while <a href="https://stocktwits.com/symbol/amd">AMD shares</a> declined more than 3%. Other chip companies like <a href="https://stocktwits.com/symbol/MU">Micron Technology</a>, and <a href="https://stocktwits.com/symbol/INTC">Intel shares</a> also declined.<h2 class="st-heading-2">Conditional Approval</h2>As per the report, the draft rules are not intended as a means to ban exports from Nvidia, but rather, as a way for the U.S. government to monitor the AI industry. AI companies, as well as governments of countries seeking the chips, would need permission from the U.S. Commerce Department to purchase the accelerators.The approval process is likely to depend on the volume of computing power required, as per the report. Large clusters would likely require pre-clearance from the government before seeking export licenses.For instance, up to 1,000 of Nvidia’s latest GB300 GPU exports would have a fairly straightforward review process with some exemptions, as per Bloomberg’s report. However, higher power and larger clusters from companies would likely require stricter rules, including disclosure of business models or permitting site visits by the U.S.For much larger deployments, for instance ones that require over 200,000 Nvidia GB300 GPUs, and owned by only one company in the country, the government would likely have to get involved with the U.S. government. As per the report, the U.S. would likely require strict security as well as investments in American AI for approval, although the scale of investments have not been specified in the draft rules yet.The report also noted that the framework has not yet been finalized, as U.S. officials are still providing their expertise, and the draft could change, or even be abandoned.The U.S. has been in an AI race with China, seeking to overtake the Asian country and establish dominance in the space. U.S. President Donald Trump had previously banned the sale of Nvidia’s top chips to Chinese companies, although he recently allowed its H200 chips to be exported under certain conditions.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> dipped from ‘extremely bullish’ to ‘bullish’ territory over the past 24 hours amid ‘normal’ message volumes.One bullish user said the export rules would likely have minimal impact on Nvidia’s revenue.<stembedurl>https://stocktwits.com/BullTechY/message/646708725</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-has-gained-56-percent-in-the-past-year-how-much-more-upside-does-wall-street-see/cZdQCPSRI3V">Nvidia Stock Has Gained 56% In The Past Year — How Much More Upside Does Wall Street See?</a>

Silicon carbide chips are touted as being one of the key components of electric vehicles (EVs). These chips can operate at higher voltages, temperatures, and frequencies than traditional silicon chips.

US Reportedly Working On Draft Regulations For Power Over Nvidia, AMD Chip Exports

According to a report from Bloomberg, citing people familiar with the matter, the U.S. is working on draft regulations that would give the government power over global artificial intelligence chip exports to other countries.

Equity

AMD Expands AI Portfolio With New Ryzen Chips: Can the Tech Deliver?

AMD expands Ryzen AI 400 Series and PRO chips for next-gen AI PCs, adding Copilot+ support and up to 60 TOPS of AI compute to push deeper into the AI PC market.


Victory Capital Management Inc. Reduces Holdings in Intel Corporation $INTC

Victory Capital Management Inc. trimmed its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 0.4% during the 3rd quarter, according to the company in its most recent 13F filing...

Intel Corporation $INTC Shares Bought by Dimensional Fund Advisors LP

Dimensional Fund Advisors LP lifted its stake in Intel Corporation (NASDAQ:INTC - Free Report) by 9.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange...

Zacks Investment Ideas feature highlights: Micron, Microsoft, NVIDIA, Advanced Micro Devices and Intel

MU's pullback may offer opportunity as AI-driven memory demand surges, with 2026 HBM capacity sold out and revenues expected to more than double.

Intel (NASDAQ:INTC) Stock Price Up 5.8% - Still a Buy?

Intel (NASDAQ:INTC) Shares Up 5.8% - Should You Buy...

<ul class="summary-bullets"><li>While Intel is facing challenges due to internal supply shortages at its factories, many of the company’s manufacturing units are working at more than 100% capacity, Zinsner said.</li><li>The CFO also said that while Intel’s supply shortfall will likely persist through the end of the year, it will continually ease.&nbsp;</li><li>Zinsner also stated CEO Lip-Bu Tan is considering potentially offering Intel’s 18A manufacturing technology to ​external clients.</li></ul>Shares of Intel Corp. surged more than 6% on Wednesday after the company’s CFO Dave Zinsner said at a conference that there has been strong demand for its server processors.Zinsner said at the Morgan Stanley Technology, Media and Telecom conference in San Francisco that following a 20%+ growth in units in 2025, the server market is going to continue to rise “meaningfully this year.”While Intel (INTC) is facing challenges due to internal supply shortages at its factories, much like the rest of the semiconductor industry, many of the company’s manufacturing units are working at more than 100% capacity, Zinsner said.The CFO also said that while Intel’s ability to meet growing customer orders is limited at the moment and that the supply shortfall will likely persist through the end of the year, it will continually ease.<h2 class="st-heading-2">New Possibilities</h2>Zinsner also said at the conference that CEO Lip-Bu Tan is considering potentially offering Intel’s 18A manufacturing technology, featuring gate-all-around (GAA) transistors for higher performance, to ​external clients after restricting it largely to internal use since its launch in 2025."While Lip-Bu was ... thinking that we probably should focus on 14A as a foundry node and make 18A ​really just an internal node, now that we've got seen some ​real progress there, I think he's now starting to recognize that this is ‌actually ⁠a good node to offer to external customers as well," Zinsner said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/INTC">INTC shares</a> jumped from ‘bearish’ to ‘neutral’ territory over the past 24 hours amid ‘normal’ message volumes.One bullish user said they expect the shares to surge to over $50. Shares of INTC were trading around $45.85 at the time of writing.<stembedurl>https://stocktwits.com/chrisjohnasd/message/646584411</stembedurl>INTC stock has rallied more than 114% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Intel Corporation logo is being displayed on a smart phone, with an Intel chip visible in the background.

INTC Shares Rally On CFO Reassurance Over Strong Server Demand, Potential External Sale Of 18A Technology

CFO Dave Zinsner said at a conference in San Francisco that following a 20%+ growth in units in 2025, the server market is going to continue to rise “meaningfully this year.”

Micron: Why the Recent Pullback is an Opportunity

With its AI memory capacity already sold out through 2026, Micron has solidified itself as a high-growth powerhouse at the heart of the AI revolution.

Stock Market News for Mar 4, 2026

Wall Street closed sharply lower on Tuesday, pulled down by tech, industrial and healthcare stocks.

South Dakota Investment Council Sells 32,800 Shares of Intel Corporation $INTC

South Dakota Investment Council decreased its position in Intel Corporation (NASDAQ:INTC - Free Report) by 10.4% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund...

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.

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Intel Corp

Bullish sentiment surrounds Intel's 18A manufacturing technology, with the CFO indicating strong external customer interest, robust server CPU demand, and expected multi-billion dollar packaging deals.

Traders are discussing new US export restrictions on AI chips, believing they will significantly benefit Intel by impacting competitors like NVIDIA and AMD while bolstering domestic manufacturing.

News of Board Chair Frank Yeary's retirement and Dr. Craig H. Barrett's election is sparking optimism among investors, many of whom believe this leadership change will be a positive catalyst for the stock.

Many investors are setting immediate price targets of $50 and beyond, citing technical breakouts, bullish call option activity, and hopes for a strong rebound despite current volatility.

Many traders are expressing frustration over perceived market manipulation, specifically citing 'spoofing' by market makers and algos that cause artificial dips during 'shit hours' and overnight trading.

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