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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 trending as investors digest speculation regarding potential foundry partnerships with Apple, while the community remains divided between bullish sentiment driven by government backing and long-term turnaround potential versus skepticism from bears highlighting valuation concerns and geopolitical risks. Traders are closely monitoring upcoming semiconductor earnings, which are expected to serve as a critical sentiment catalyst for the broader sector.

SKK Holdings Ltd. operates as a holding company, which engages in the provision of civil engineering services in subsurface utility works, including power and telecommunication cable laying, water pipeline and sewer rehabilitation works. The company was founded by Chun Seong Ng and Koon Kiat Sze on October 16, 2013 and is headquartered in Singapore.

SKK Holdings Ltd. - Ordinary Shares - Class A

SKK Holdings Ltd

SKK is experiencing massive volatility driven by a major drone asset acquisition agreement, with the community polarized between traders chasing the extreme low-float momentum and skeptics warning of dilution risks. Participants are actively debating whether the stock's parabolic move is a sustainable short squeeze or a classic pump-and-dump cycle.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is seeing intense community debate following stellar quarterly results that beat revenue and earnings expectations, with investors weighing the company's massive growth against persistent concerns over its premium valuation. While many traders are frustrated by the stock's lack of immediate post-earnings upward momentum, others are highlighting the company's aggressive expansion in U.S. commercial sectors as a long-term bull signal.

Twin Vee PowerCats Co. engages in the design, manufacture, and sale of recreational and commercial power catamaran boats. The firm is focused on designing and developing its products under the ELECTRA Power Sports brand. It operates through the Twin Vee PowerCats and Wizz Banger, Inc. Segments. The Twin Vee PowerCats segment designs, manufactures, and sells recreational and commercial powerboats. The Wizz Banger, Inc. segment refers to a development-stage subsidiary with plans to develop an innovative online marketplace leveraging artificial intelligence (AI) to transform how customers search for and purchase recreational marine assets. The company was founded by Roger Dunshee in 1996 and is headquartered in Fort Pierce, FL.

Twin Vee PowerCats Co

Twin Vee PowerCats is seeing significant retail attention and volatility driven by its micro-float status and momentum traders comparing it to recent explosive stock moves. The community is actively debating the stock's potential for a short squeeze, with many users focused on low volume patterns and the risks associated with recent reverse split activity.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARB IOT Group Ltd (ARBB) is experiencing high volatility as investors speculate on a short squeeze driven by its extremely tight float and anticipation of a parabolic move. The community is deeply divided between traders betting on a massive breakout similar to past low-float runners and critics warning of potential pump-and-dump activity due to lack of volume and institutional interest.

Elong Power Holding Ltd. engages in the research and development, manufacturing, sales and service of high-power lithium-ion batteries for electric vehicles and construction machinery, as well as large-capacity, long-cycle lithium-ion batteries for energy storage systems. The company was founded on August 18, 2023 and is headquartered in Ganzhou, China.

Elong Power Holding Ltd. - Ordinary Shares - Class A

Elong Power Holding Limited

Elong Power Holding Limited is experiencing extreme volatility and high volume as traders debate whether the stock is a prime candidate for a short squeeze or a repetitive pump-and-dump scheme. The community is actively tracking the stock's recent price swings and technical setups, often drawing comparisons to other low-float momentum plays in the Chinese microcap sector.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul Cahill Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is attracting significant investor attention as a robust share repurchase program and a massive capital infusion from activist firm Elliott Management drive sentiment. The community is actively debating the company's valuation against its user growth, with many traders closely monitoring for a potential short squeeze or buyout opportunity.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is driving intense market conversation following successful point-to-point test flights in New York City and a high-profile demonstration at the NYSE. Community discussion remains polarized, with bulls highlighting the company's certification progress and Toyota partnership, while bears raise concerns about cash burn, dilution risks, and intense sector-wide volatility.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Investors are actively debating the sustainability of current stock valuations as market participants weigh resilient corporate earnings and AI-driven productivity gains against escalating geopolitical tensions in the Middle East and rising energy costs. The community remains sharply divided, with bulls pointing to the market's refusal to sell off on negative headlines as evidence of institutional support, while bears express concern over the lack of traditional technical pullbacks amidst record-high RSI levels and perceived disconnects from fundamental macro data.

Xanadu Quantum Technologies Ltd. engages in the provision of quantum computing solutions for enterprise and government customers. The company was founded by Christian Weedbrook on October 2, 2025 and is headquartered in Toronto, Canada.

Xanadu Quantum Technologies Ltd. - Ordinary Shares - Class B (Sub Voting)

Xanadu Quantum Technologies is experiencing extreme volatility following the filing of a resale registration statement that allows early shareholders to sell a significant portion of previously locked-up shares. While some investors fear this shift in supply overhang signals a long-term decline, others in the community are debating whether the sell-off is an overreaction driven by retail panic or a strategic setup for a potential short squeeze given the stock's high borrow fees.

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<ul class="summary-bullets"><li>Apple held preliminary talks with Intel and Samsung to produce the main chips that power Apple devices, Bloomberg reported.</li><li>The iPhone-maker is considering adding additional vendors to offset risks associated with reliance on TSMC alone.</li><li>Stocktwits sentiment for INTC remained ‘bullish.’</li></ul>Intel Corp. shares rose nearly 3% in overnight trading ahead of Tuesday after a report said Apple is in talks to use its chip manufacturing services for core processors used in Apple devices.Apple has held preliminary talks with the government-backed chipmaker, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-05-05/apple-explores-using-intel-and-samsung-to-build-main-device-chips-in-the-us">report</a>, which cited unnamed sources. The iPhone-maker has also engaged with South Korea’s Samsung, with executives visiting its under-construction Texas plant that will produce advanced chips.Taiwan Semiconductor Manufacturing Co. (TSMC) makes Apple’s main processors, known as system-on-a-chip (SoC) chips. Apple has, of late, considered adding additional suppliers to offset potential disruptions to its business from supply chain snags.Recent shortages have been driven by the massive build-out of AI data centers and by higher-than-anticipated demand for Macs capable of running AI models locally.&nbsp;On last week’s earnings call, Apple admitted that chip shortages were limiting iPhone and Mac growth. “We have less flexibility in the supply chain than we normally would,” CEO Tim Cook said.<h2 class="st-heading-2">INTC Pushes To Revive Foundry Business</h2>If a deal materializes, it would be a huge filip for Intel’s foundry. Over the past year, Intel has undergone massive reorganization and downsizing under its new CEO, Lip-Bu Tan. The changes were complemented by the U.S. government picking up a 10% stake in the company in August, surging demand for AI data center chips, and a recent partnership with Nvidia.Central to the turnaround is Intel’s foundry push, as it looks to aggressively win external customers.&nbsp;Tesla has tapped Intel to manufacture chips for Elon Musk’s Terafab complex. The company also gained momentum earlier this year with the launch of its Core Ultra Series 3 processors built on the 18A process – roughly a 2-nanometer-class node that Intel calls the most advanced semiconductor manufacturing technology developed and produced in the U.S.Intel designed and supplied processors for Apple’s Mac computers from 2006 until about 2020, when Apple moved to in-house chips.<h2 class="st-heading-2">INTC Stock Surge</h2><a href="https://stocktwits.com/symbol/INTC">Intel stock</a> has been closely watched by investors, surging 160% year to date, with gains supported by strong quarterly results reported last month.Revenue rose 7% to $13.6 billion last quarter, beating Wall Street estimates by about 9%. The Data Center and AI segment posted particularly strong sales, which rose 22% to $5.05 billion.&nbsp;Intel Foundry’s operating loss narrowed to $2.4 billion, improving by $72 million quarter over quarter, supported by better yields across Intel 4, 3, and 18A processes.<h2 class="st-heading-2">Retail’s View On INTC</h2>On Stocktwits, the retail sentiment for INTC remained ‘bullish,’ unchanged from the previous day. Some traders dismissed the news as speculative with little immediate bearing for the stock.“I won’t be surprised if it’s red by morning. The news was old and highly speculative with no immediate orders or revenue growth. Its pump will not be sustainable at this high RSI,” <a href="https://stocktwits.com/XLion/message/652256186">said</a> a trader.The Relative Strenght Index, or RSI reading for INTC was 79.85, per Koyfin. Readings above 70 indicate overbought conditions.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/now-stock-rises-overnight-management-targets-doubling-software-revenue-to-32-b-by-2030/cZQwVijReBP">NOW Stock Rises Overnight: Management Targets Doubling Software Revenue To $32B By 2030</a>&nbsp;

Lip-Bu Tan, Chief Executive Officer of Intel, appears at an event organized by the company

INTC Stock Jumps Overnight: Report Says Apple In Discussion With Intel Foundry For Manufacturing Custom Chips

Intel is aggressively looking for external customers for its foundry business and recently announced a deal with Tesla for Terafab.

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<ul class="summary-bullets"><li>“The Big Short” investor&nbsp;revealed a new Nvidia put position and a short bet against Palantir.</li><li>He disclosed bearish bets on ETFs tracking the semiconductor and broader tech sectors.</li><li>SOXX gained over 40% in April in its best month on record.</li></ul>Ace investor Michael Burry believes valuations across semiconductor stocks and the broader tech sector look stretched, and has <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://michaeljburry.substack.com/p/trading-post-monday-may-4-2026">disclosed</a> sizable bets on a downturn beginning in early 2027, including a new Nvidia put position and a short bet against Palantir.Burry increased his bearish bets on the semiconductor ETF (SOXX), and added new downside bets on the Nasdaq-100 (QQQ) and Nvidia (NVDA), all with expiries in 2027. He bought put options expiring January 2027 to sell SOXX at $330, along with March 2027 puts to sell QQQ at $525 and NVDA at $125.“Even the logarithmic chart looks stretched. What a rally, a true cherry on top of a decade+ explosive run… I am happy being short every single one of those names at current valuations and at this stage of the cycle,” Burry said, referring to SOXX charts and its components.Chip stocks rebounded sharply in April, led by gains in Intel, Advanced Micro Devices, and memory chip makers Seagate, Micron and Western Digital.&nbsp;<a href="https://stocktwits.com/symbol/SOXX">SOXX</a> gained over 40% in its best month on record.<h2 class="st-heading-2">Burry On Nvidia</h2>Burry said Nvidia was&nbsp;among “cheaper ways to short the AI data center bubble because of the continued near-unanimous positive view of Wall Street,” forecasting that the company’s gross margins would contract by 1500 basis points and growth would shrink to near zero over the next four years.He said he added more NVDA put options with a $125 strike, expiring in March next year. “Puts on the SOXX, QQQ, PLTR, NVDA, and ORCL are now about 6.9% of my portfolio, a little above my normal maximum. Outright shorts – PLTR and TSLA – are another 2.5%,” Burry said.“The Big Short” investor first disclosed his short positions in Nvidia and Palantir last November.&nbsp;&nbsp;<h2 class="st-heading-2">Burry On PLTR</h2>Burry also added a short position on PLTR at $147 just before the AI data analytics company’s earnings, which came post-market hours on Monday. Making another strongly negative remark on the company, he said, “I am shorting the business model. I am shorting the entire premise upon which the company rests. I am shorting the CEO.”Burry has been a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-targets-palantir-again-flags-nefarious-accounting-and-ceo-alex-karp-s-17-m-jet-bill/cZRjZMcR4wQ">vocal critic</a> of Palantir, repeatedly raising concerns about the company’s business, including alleged inflated accounting and the chief executive's, Alex Karp's, high spending on private jets.Palantir reported that its first-quarter revenue increased 85% to $1.63 billion – more than analysts’ expectations – and raised its 2026 forecast. PLTR stock still fell 2% in overnight trading.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

A technician laying CPU in the motherboard socket. Michael Burry believes that rally in the chips sector would cool. (Image source: Getty)

Michael Burry Makes Strong Bet On Big Tech, Semis Falling In 2027: ‘Happy To Short Each & Every Name At This Stage’

Burry’s new disclosure comes after chip stocks rallied sharply last month.

Stock Market Today, May 4: Intel Pulls Back After Rally as AI PC Push Tests New Client Leadership

Intel (NASDAQ:INTC), designs and manufactures microprocessors and related technologies, closed Monday at $95.78, down 3.84%. The stock pulled back during the regular session after a powerful 2026...

Intel (NASDAQ:INTC) Shares Down 3.9% Following Insider Selling

Intel (NASDAQ:INTC) Shares Down 3.9% on Insider Selling...

Palantir Earnings Loom; GameStop's eBay Ambitions; China's Defiance Of US Sanctions

3 Leveraged ETF Areas of April That Are Up At least 150%

Leveraged ETFs tied to Intel, Bloom Energy and AAOI skyrocketed in April, riding AI demand, earnings strength and surging energy trends.

Nvidia, Apple, Tesla Are Shut Out Of S&P 500's New Ruling Class

Nvidia, Apple, Tesla are missing from the S&P 500's top performers as AI-driven gains shift toward infrastructure, storage, industrial stocks.read more...

Intel's (INTC) Neutral Rating Reaffirmed at Royal Bank Of Canada

Royal Bank Of Canada reaffirmed a 'neutral' rating on shares of Intel in a research note on Monday...

Intel Announces Leadership Appointments to Advance Client Computing and Enable Future Innovation

Intel Corporation (NASDAQ: INTC) today announced two key leadership appointments to strengthen its core product business and advance the companys innovation agenda. Alex Katouzian Appointed to Lead...

Triasima Portfolio Management inc. Invests $2.33 Million in Intel Corporation $INTC

Triasima Portfolio Management inc. acquired a new position in shares of Intel Corporation (NASDAQ:INTC - Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 63,050 shares of the chip maker's stock, valued at approximately $2,32...

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Traders are fiercely debating the authenticity of leaked Bloomberg reports regarding a potential Apple and Intel manufacturing partnership.

The stock has become a flashpoint for political speculation, with claims of government-linked market influence and presidential profit-taking.

High anxiety surrounds the upcoming AMD earnings report, with investors concerned about sector-wide volatility and the ripple effects on Intel.

Contrasting theories on domestic manufacturing strength against established foundry rivals like TSMC continue to dominate long-term sentiment.

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