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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 and providing bullish guidance, significantly beating analyst expectations for revenue and EPS and accelerating its 2027 outlook. The community is actively discussing the sustained demand for AI and data center infrastructure as the primary driver, though some remain cautious about the stock's ability to hold its post-earnings gains.

Indonesia Energy Corp. Ltd. operates as an oil and gas, exploration, and production company. It engages in oil and gas assets portfolio with a mix between medium-sized producing blocks and exploration blocks with significant resources. Its portfolio includes Kruh, Citarum, and Rangkas Area. The company was founded by James J. Huang and Wirawan Jusuf in 2014 and is headquartered in Jakarta, Indonesia.

Indonesia Energy Corp Ltd

Indonesia Energy Corp Ltd is trending as escalating geopolitical events continue to drive crude oil prices higher, prompting the community to anticipate a significant short squeeze reminiscent of its prior major rally during similar market conditions, despite ongoing frustrations over perceived stock suppression.

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 after reporting better-than-expected earnings and robust sales growth, including strong digital and membership figures. Despite these positive results, community discussion is heavily focused on its elevated valuation and ongoing speculation regarding a potential stock split.

Vanguard Index Funds - Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF ($VTI) is trending after recently hitting an all-time closing high amidst massive trading volume, sparking community discussions about long-term buy-and-hold strategies versus waiting for potential pullbacks in a broadly volatile market that is seeing U.S. equities outperform international counterparts.

Infinite Money Glitch ($IMG) is revolutionizing DeFi on Solana by leveraging the Token2022 program's advanced tax extension capabilities to create a truly innovative reward system for token holders.  At its core, $IMG implements a seamless 5% tax on all transactions - whether buying, selling, or transferring tokens. This tax is automatically collected and distributed to holders in SOL, creating a sustainable passive income stream for the community. 4.5% of the tax gets sent to holders, while .5% gets sent to an Infrastructure wallet to help with development, marketing and general infrastructure.  What sets $IMG apart is its implementation of Solana's Token2022 program, enabling automated and efficient reward distribution without relying on external smart contracts.

Infinite Money Glitch

IMG CRYPTO is gaining attention from its community as they celebrate a 1-year anniversary, with strong bullish sentiment driven by its "infinite money glitch" passive $SOL rewards for holders. The token's ongoing incinerator burns and new liquidity pools are key talking points, contributing to its narrative as a resilient project within the Solana ecosystem.

Cybin, Inc. operates as a clinical-stage biopharmaceutical company on a mission to create safe and effective psychedelic-based therapeutics to address the large unmet need for new and innovative treatment options for people who suffer from mental health conditions. It is currently developing CYB003, a proprietary deuterated psilocybin analog for the treatment of major depressive disorder and CYB004, a proprietary deuterated DMT molecule for generalized anxiety disorder and has a research pipeline of investigational psychedelic-based compounds. The company was founded by Paul Glavine, Eric So, and John Kanakis on October 13, 2016 and is headquartered in Toronto, Canada.

Helus Pharma Inc.

Helus Pharma (HELP) is trending after its Phase 2 study results for HLP004 in generalized anxiety disorder, despite showing statistically significant improvements, led to a substantial stock sell-off. The community remains divided between those calling the market reaction an overblown sell-the-news event or manipulation, and others raising concerns over the trial design, specifically the lack of clear dose differentiation.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending amid intense community discussion following the reported removal of Kristi Noem as DHS Secretary by Donald Trump, with conversations focusing on her alleged misconduct, public testimony, and the broader implications for the administration.

Pattern Group, Inc. accelerates brands on global ecommerce marketplaces by leveraging proprietary technology and AI. It acquires inventory from brand partners to sell to consumers through online marketplaces, utilizing vast data sets, sophisticated machine learning, and AI models. The company optimizes and automates all levers of ecommerce growth for global brands, enabling full control over advertising, content management, logistics and fulfillment, pricing, forecasting, and customer service. Pattern Group was founded by David Wright and Melanie Alder in 2013 and is headquartered in Lehi, UT.

Pattern Group Inc. - Ordinary Shares - Series A

Pattern Group

Pattern Group is trending following its strong earnings, announcing significant revenue growth and a share buyback program. The community is actively discussing its strategic shift to an AI-driven "Agentic Commerce" model and how it stands to benefit from Amazon's upcoming FBA prep service changes, with many believing it is undervalued despite recent short-seller attention.

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 (RUM) is trending following its Q4 earnings miss, which has intensified community debate as some question the company's trajectory while others remain highly optimistic about its strategic shift towards AI and cloud services via the Northern Data acquisition and substantial commitments from Tether, driving speculation of a major short squeeze.

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 experiencing a sharp decline following a recent UBS downgrade to Neutral, contrasting with earlier analyst optimism and mixed earnings that revealed strength in core brands amidst challenges from Athleta's performance and persistent tariff concerns.

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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's CFO presented a highly bullish outlook at the Morgan Stanley conference, signaling strong external demand for 18A, potential multi-billion packaging deals, and anticipated gross margin increases.

Proposed US government regulations to restrict global AI chip exports are seen by many as beneficial to Intel, as they primarily target competitors and reinforce Intel's strategic national role.

Traders are expressing widespread frustration over perceived market manipulation and "spoofing" by algorithms, particularly during overnight sessions, causing erratic price movements.

The retirement of Board Chair Frank Yeary and the election of Dr. Craig H. Barratt is stirring optimism among investors, hoping for new leadership to drive growth.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$0.01	--	--	N/A
Q4 '25	$0.08	$0.15	92.29%	BEAT
Q3 '25	$0.02	$0.23	1191.26%	BEAT
Q2 '25	$0.01	-$0.10	-929.12%	MISSED
Q1 '25	$0.01	$0.13	1813.17%	BEAT

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