SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

The Ondo Foundation was founded in 2022 as an independently governed and nonprofit Cayman Islands Foundation Company with no beneficial owners. The Ondo Foundation assisted in the launch of the Ondo DAO, which deployed and currently governs Flux Finance, the first lending protocol supporting tokenized securities as collateral.  ONDO token holders are entrusted with shaping the future of the Ondo DAO so that it continues to pursue its mission to democratize access to institutional-grade finance. The Ondo DAO gives ONDO holders specific rights pertaining to Flux Finance, which is currently governed by the Ondo DAO.

Ondo

Ondo is trending following a significant legal victory where the SEC closed its investigation into the company without charges, fueling optimism among investors about its regulatory standing in the real-world asset (RWA) sector. Community sentiment is deeply divided, with bulls highlighting the project's institutional partnerships and potential for mass tokenization, while others remain frustrated by persistent price stagnation, upcoming token unlocks, and concerns over heavy circulating supply.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is trending as investors react to reports of early-stage research into an mRNA vaccine targeting Hantavirus, fueling speculation about potential pandemic-related demand. The community is actively debating the company's long-term mRNA platform pipeline, the potential for a short squeeze, and the implications of renewed interest in biosecurity and vaccine development.

Hormel Foods Corp. engages in the manufacturing and marketing of branded food products. It operates through the following segments: Retail, Foodservice, and International. The Retail segment consists of the processing, marketing, and sale of food products sold predominantly in the retail market. The Foodservice segment includes the processing, marketing, and sale of food and nutritional products for foodservice, convenience store, and commercial customers. The International segment focuses on processing, marketing, and selling company products internationally. The company was founded by George A. Hormel in 1891 and is headquartered in Austin, MN.

Hormel Foods Corp.

Hormel Foods is trending as investors weigh its defensive status and dividend yield against significant margin pressures caused by volatile commodity costs and production challenges. The community is actively debating the stock's long-term value at current levels, with many focusing on whether these headwinds represent a buying opportunity for a dividend aristocrat or a sign of deeper operational struggles.

Conagra Brands, Inc. engages in the manufacture and sale of processed and packaged foods. It operates through the following segments: Grocery and Snacks, Refrigerated and Frozen, International, and Foodservice. The Grocery and Snacks segment includes branded, and shelf stable food products sold in various retail channels in the United States. The Refrigerated and Frozen segment is composed of branded, and temperature-controlled food products sold in various retail channels in the United States. The International segment offers branded food products in various temperature states, sold in various retail and foodservice channels outside of the United States. The Foodservice segment focuses on branded and customized food products, including meals, entrees, sauces, and a variety of custom-manufactured culinary products packaged for sale to restaurants and other foodservice establishments in the United States. The company was founded by Alva Kinney and Frank Little in 1919 and is headquartered in Chicago, IL.

Conagra Brands Inc

Conagra Brands is attracting attention as investors rotate toward undervalued consumer staples, driven by the stock's significant dividend yield and a recent leadership transition to a new CEO. While some remain cautious due to ongoing margin pressures and SNAP-related demand headwinds, the community is debating whether the stock is hitting a generational bottom or remains a value trap.

Vanguard Index Funds - Vanguard S&P 500 ETF

Vanguard S&P 500 ETF

The S&P 500 is experiencing heightened volatility as investors weigh resilient corporate earnings and AI-driven growth against ongoing geopolitical instability in the Middle East. While many retail investors continue to favor VOO as a core long-term vehicle for dollar-cost averaging, community sentiment remains divided between those betting on market resilience and those anticipating deeper pullbacks amid concerns over potential energy supply shocks and broader economic uncertainty.

The Kraft Heinz Co. engages in the manufacture and market of food and beverage products. It operates through the North America and International geographical segments. The company was founded on July 2, 2015, and is headquartered in Pittsburgh, PA.

Kraft Heinz Co

Kraft Heinz is trending as investors weigh a new CEO-led strategic pivot against persistent concerns regarding private-label competition and debt. The community is actively debating the stock's potential as a "quality at a discount" turnaround play, supported by an attractive dividend yield and persistent speculation regarding potential M&A activity within the broader packaged food sector.

Senseonics Holdings, Inc. is a medical technology company, which engages in the development and manufacture of glucose monitoring products. Its primary product is the brand Eversense CGM (continuous glucose monitoring) including sensors, smart transmitters, and mobile applications. The company was founded on June 26, 2014 and is headquartered in Germantown, MD.

Senseonics Holdings Inc

Senseonics Holdings is trending due to investor frustration over a new $80 million stock and warrant offering, which many shareholders view as aggressive dilution that undermines value. The community is actively debating the company's management team and capital-burning business model, as the stock faces downward pressure following this latest financing move.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is trending as market participants closely monitor the potential passage of the Clarity Act and ongoing institutional integration news. While community sentiment remains divided between hopeful long-term holders awaiting a breakout and frustrated traders highlighting the asset's recent price consolidation, the discourse continues to focus on how upcoming legislative milestones might impact its market trajectory.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending as investors closely watch upcoming earnings and potential growth catalysts, including high-profile China trade delegation discussions and momentum in defense backlog production. The community is actively debating the company's production stability, the impact of recent plane order volume, and whether the stock's current consolidation indicates a breakout opportunity or a point of further volatility.

Willow Lane Acquisition Corp. is a blank check company, which engages for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded on July 3, 2024 and is headquartered in New York, NY.

Willow Lane Acquisition Corp. - Ordinary Shares - Class A

Willow Lane Acquisition Corp. is trending as investors focus on its upcoming merger with Boost Run, an AI infrastructure provider that recently secured a major hardware agreement with Dell Technologies. Community discussion is centered on the company's high growth projections, its NVIDIA-certified cloud status, and the potential for a significant stock price movement following the transition to the new ticker symbol $BRUN.

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<ul class="summary-bullets"><li>Wedbush estimated that one in five people worldwide will access AI via an Apple device in the coming years.</li><li>Apple stated in January this year that its worldwide installed base of users had reached 2.5 billion active devices, accounting for about 30% of the world's population.</li><li>Apple’s AirPods with built-in cameras have reportedly entered the late stages of development, with the prototypes now resembling a near-final design and capabilities.</li></ul>Dan Ives, Global Head of Tech Research at Wedbush, on Friday expressed optimism about the prospects of Apple Inc. (AAPL) in the ongoing AI revolution.In a post on X, Ives stated that the upcoming Worldwide Developers Conference (WWDC) in June this year will be the key for Apple. He also stated that Wedbush has raised its price target for Apple to $400 from $350, implying an upside of nearly 40% from current levels.“We are raising our price target to $400 reflecting this new AI age coming to Apple that will enable Cupertino to finally get into the AI Revolution as we estimate roughly 20% of the world's population will access AI through an Apple device over the coming years. WWDC key,” Ives said.<figure class="image"><img src="https://news.stocktwits-cdn.com/Ives_post_jpg_3876ebbf7a.webp" alt="Dan Ives' post on X" width="588" height="202"><figcaption>Dan Ives' post on X | @DivesTech/X</figcaption></figure><a href="https://stocktwits.com/symbol/AAPL">Apple shares</a> were up nearly 1% in Friday’s pre-market trade, after the stock hit a new 52-week high on Thursday.<h2 class="st-heading-2">Wedbush Maintains ‘Outperform’ Rating On AAPL</h2>According to TheFly, Wedbush maintained its ‘Outperform’ rating on Apple. The firm called Apple is a “sleeping tech giant” that is about to see a major AI inflection point.The firm estimated that one in five people in the world will access AI through an Apple device in the coming years.Apple stated in January this year that its total installed base of users in the world had reached 2.5 billion active devices, which accounts for about 30% of the total population in the world.<h2 class="st-heading-2">AAPL, GOOGL’s AI Partnership</h2>Apple and Alphabet Inc.’s (GOOG, GOOGL) Google announced a multi-year partnership in January this year, stating that the iPhone-maker’s next generation of Foundation Models will run on Google’s Gemini models and cloud infrastructure.The technology is expected to support future Apple Intelligence features, including a more personalized Siri set to launch later this year.In a joint announcement, the two companies stated that Apple concluded that Google’s AI technology offers the strongest foundation for Apple Foundation Models and that it will enable a new generation of user experiences.Apple Intelligence will continue operating across Apple devices and Private Cloud Compute while maintaining the company’s privacy-focused approach.<h2 class="st-heading-2">AAPL Testing AirPods With Cameras, Says Report</h2>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-05-07/apple-s-camera-equipped-airpods-reach-advanced-testing-stage-in-ai-device-push">report</a> on Thursday, Apple’s AirPods with built-in cameras have entered the late stages of development, with the prototypes now resembling a near-final design and capabilities.The upcoming AirPods feature cameras that can see the space around the user to provide information, and the company is now undertaking advanced testing.These new earbuds are said to resemble the AirPods Pro 3 and will be able to capture low-resolution visual information. That said, they are not designed to take photos or videos; instead, they just act as the eyes for the Siri virtual assistant.<h2 class="st-heading-2">How Did Retail Traders React To AAPL?</h2>Retail sentiment on Stocktwits around Apple trended in the ‘bearish’ territory, with message volumes at ‘normal’ levels at the time of writing.<a href="https://stocktwits.com/symbol/AAPL">AAPL stock</a> is up 6% year-to-date and 46% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 30% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 44%.The Vanguard S&amp;P 500 ETF (VOO) and the iShares Core S&amp;P 500 ETF (IVV) are up 30% during this period.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/akam-stock-on-track-highest-levels-in-26-years/cZX20pfReXY">AKAM's Record AI Cloud Deal Sparks Biggest Rally In Over 22 Years — But CEO Says There’s More Coming</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Apple logo is displayed on a computer screen. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Dan Ives Says Apple Is A ‘Sleeping Tech Giant’ In AI – Wedbush Sees 40% Upside

In a post on X, Ives stated that the upcoming Worldwide Developers Conference in June this year will be the key for Apple.

AAPL Stock Hovers At Fresh 52-Week Highs: Dan Ives Says It Could Climb 40% As AI Era Begins

Equity

<ul class="summary-bullets"><li>Jones said that the ongoing AI bull run makes him feel like it’s 1999, when the dot-com bubble was about a few months away from its peak in March 2000.</li><li>He said there could be a significant correction in the stock market once the AI bubble bursts after the ongoing ramp is over.</li><li>Jones also noted that the economy could enter an age of abundance by 2030, with robotics potentially becoming ubiquitous by then.</li></ul>Legendary investor Paul Tudor Jones on Thursday compared the launch of OpenAI’s ChatGPT and Anthropic’s Claude to the Apple II and the Microsoft PC era in terms of productivity gains.During an interview with CNBC, Jones reflected on the launches of the personal computer and the internet, saying both sparked productivity booms that lasted roughly four to five-and-a-half years.“We’re kind of, I’d say, 50 or 60%. If I had to pick a period, we’ve got another year or two to run,” Jones said, referring to the AI bull market’s remaining potential.<h2 class="st-heading-2">Jones Says It Feels Like 1999</h2>The billionaire hedge fund manager added that the ongoing AI bull run makes him feel like it’s 1999, when the dot-com bubble was about a few months away from its peak in March 2000.“It’s so funny if you kind of compare the multiples and earnings… we’re kinda where we were in October, November of 1999,” he said.Jones added that, whether viewed through the lens of productivity gains or dot-com-era price parallels, the AI trade still has room to run.<h2 class="st-heading-2">What Happens After The AI Ramp Is Over?</h2>Jones added that there could be a significant correction in the stock market once the AI bubble bursts after the ongoing ramp is over.“Just imagine the stock market went up another 40%... the stock market-to-GDP [ratio] is going to probably be… 300% to 350%... it will be breathtaking kind of corrections,” he said.However, he also struck an optimistic tone, saying the economy could enter an age of abundance by 2030, with robotics potentially becoming ubiquitous by then.Jones’ comments come amid a surge in semiconductor stocks driven by AI demand. The iShares Semiconductor ETF (SOXX) has surged 65% year-to-date, while stocks such as Intel Corp. (INTC), Advanced Micro Devices Inc. (AMD), and SanDisk Corp. (SNDK) have&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-lisa-su-ai-agents-driving-tremendous-demand-amd-stock-q1-earnings/cZQzIIAReO5">hit</a> their 52-week&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-mu-sndk-stocks-jumped-to-52-week-highs-last-week/cZQMg6PRe7m">highs</a> over the past few trading sessions.<h2 class="st-heading-2">Jones Downplays Chances Of Warsh Getting Fed To Cut Rates</h2>Jones downplayed the chances that Federal Reserve Chair nominee Kevin Warsh could get the central bank to cut interest rates this year, even as mounting pressure builds ahead of the midterm elections.He also added that there is actually a case to be made for raising rates, noting that there is a lot of juice left in the economy amid surging AI investments and the federal fiscal deficit running at $1.9 trillion, or about 6% of Gross Domestic Product (GDP).“I’d be thinking about raising them. I’d want to see the data. But I mean, for sure you’d be thinking about it. And I think he’s going to be constrained before the election,” Jones added.While the Senate Banking Committee voted 13-11 in Warsh’s favor as the Fed Chair nominee last month, a final confirmation vote in the Republican-controlled Senate is still pending.Meanwhile, the S&amp;P 500 ETF (SPY) is up 31% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 45%.The Vanguard S&amp;P 500 ETF (VOO) and the iShares Core S&amp;P 500 ETF (IVV) are up 31% during this period.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ddog-stock-best-single-day-gains-ever-on-first-billion-dollar-quarter/cZXbgOfReQc">Datadog Just Posted Its First Ever Billion-Dollar Quarter — And It’s Not Just AI Fueling The Surge</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Founder of The Robin Hood Foundation, Paul Tudor Jones speaks on stage during The Robin Hood Foundation's 2018 benefit at Jacob Javitz Center on May 14, 2018 in New York City. (Photo by Kevin Mazur/Getty Images for Robin Hood)

Paul Tudor Jones Draws Apple II Parallel For ChatGPT, Claude Code — Says AI Trade Still Has Runway

During an interview with CNBC, Jones reflected on the launches of the personal computer and the internet, saying both sparked productivity booms that lasted roughly four to five-and-a-half years.

<ul class="summary-bullets"><li>Su added that the AI industry is still in its early innings, highlighting that businesses are realizing that artificial intelligence can reap them rewards.</li><li>She said that this has led to an increase in the adoption of the technology, and thereby an increase in the demand for CPUs.</li><li>Su stated that the CPU market is expected to be over $120 billion by 2030, growing at over 35% each year.</li></ul>Advanced Micro Devices Inc. (AMD) CEO Lisa Su on Wednesday said that AI agents are driving a “tremendous demand” for compute.During an interview with CNBC, Su stated that the industry is now at an inflection point in the market, with AI adoption increasing across large enterprises.“Agents are driving a tremendous demand in the overall AI adoption cycle and we’re very excited to be in the middle of it,” she added.<a href="https://stocktwits.com/symbol/AMD">AMD shares</a> were up nearly 16% in Wednesday’s opening trade.<h2 class="st-heading-2">AMD’s Su Says We’re At Early Innings Of AI</h2>Su added that the AI industry is still in its early innings, highlighting that businesses are realizing that artificial intelligence can reap them rewards. She said that this has led to an increase in the adoption of the technology, and thereby an increase in the demand for CPUs.Su also explained the rising demand for CPUs, stating that the growing popularity of AI agents has led to an increase in compute needs.“As recently as last year, we thought the CPU total addressable market (TAM) was going to be growing at about 18-20%... now what we’re seeing is, that rate is doubling,” she added.Su stated that the CPU market is expected to be over $120 billion by 2030, growing at over 35% each year.“From my standpoint, I think it’s really a validation of everything that we believed, but what’s happening is, the usefulness, the utility of AI has actually increased at an even faster pace than we originally thought,” Su said.<h2 class="st-heading-2">AMD’s Blowout Q1 Turns Wall Street Bullish</h2>AMD’s blowout first-quarter (Q1) performance resulted in a slew of price target hikes from Wall Street.According to TheFly, TD Cowen hiked its price target for AMD to $500 from $290 while keeping a ‘Buy’ rating. The firm cited AMD doubling its CPU TAM forecast that was issued six months ago as the reason for its bullish outlook.JPMorgan hiked its price target for AMD to $385 from $270, stating that the chipmaker’s Q1 performance shows that a structural inflection is underway across the server CPU and data center accelerator growth trajectories.Analysts at Jefferies echoed similar sentiments, stating that the CPU market narrative has meaningfully strengthened. The firm hiked its AMD stock price target to $415 from $300, while keeping a ‘Buy’ rating.<h2 class="st-heading-2">What Do Retail Traders Think About AMD?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels. AMD was among the top trending tickers on the platform at the time of writing.One bullish user stated that their only regret is not buying more of AMD stock.<stembedurl>https://stocktwits.com/Oliwood/message/652453789</stembedurl><a href="https://stocktwits.com/symbol/AMD">AMD stock</a> is up 93% year-to-date and 318% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 31% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 44%.The iShares Core S&amp;P 500 ETF (IVV) is up 31% during this period.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uber-dara-khosrowshahi-waymo-launches-autonomous-ride-1-trillion/cZQz4Z1ReOP">Uber CEO Says Waymo Rollout ‘Not Impacting’ Business – Calls Autonomous Ride Hailing A $1 Trillion Opportunity</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 AMD Lisa Su onstage at CES 2023 on January 04, 2023 in Las Vegas, Nevada. (Photo by David Becker/Getty Images)

AMD's Lisa Su Says AI Agents Are Driving ‘Tremendous Demand’, Touts Chipmaker's Portfolio Amid Blowout Q1

During an interview with CNBC, Su stated that the industry is now at an inflection point in the market, with AI adoption increasing across large enterprises.

AMD Stock Rips Higher — Here's What Lisa Su Just Said About AI Demand

<ul class="summary-bullets"><li>Amon added that AI agents will require significant Central Processing Unit activity across devices, creating an opportunity for agent-driven devices that will drive an upgrade cycle for both companies and consumers.</li><li>He said that all the AI companies see end-consumer devices as the endpoints for AI and agents.</li><li>Amon also touted that Qualcomm has one of the best CPUs in the world for data centers, and that the company is building data center capabilities through custom chips and inference accelerators.</li></ul>Qualcomm Inc. (QCOM) CEO Cristiano Amon reportedly said on Thursday that the emergence of AI agents will help the company establish itself in the artificial intelligence segment across all devices it supports.During an interview with CNBC, Amon highlighted the evolution of the AI industry, which has moved from data centers and foundational models to AI agents that will now help generate demand for tokens.“In the very beginning, it was about training… you have data centers, create foundational models for AI. Then, as you create those models, you start generating tokens, then you have inference,” Amon said, adding how the inference market evolved differently when compared to the training market.He stated that the data center market then began to disaggregate, with the focus shifting away from Graphics Processing Units (GPUs) toward Neural Processing Units (NPUs).&nbsp;“Now we have something super interesting, which is agents. That is what will actually generate the demand for tokens. And that positions Qualcomm very well, because now it creates an opportunity across devices that we serve today… from phones, personal computers to cars,” Amon said.A token is a unit of data processed by AI models during training and inference, obtained by breaking larger chunks of information into smaller ones. AI models process these tokens to establish relationships among them and perform reasoning, generation, and prediction.<a href="https://stocktwits.com/symbol/QCOM">Qualcomm shares</a> were up nearly 17% in Thursday morning’s trade.&nbsp;QCOM was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">Agent-Driven Future Of AI Across Devices</h2>Amon added that AI agents will require significant Central Processing Unit (CPU) resources to run across devices, creating an opportunity for agent-driven devices that will drive an upgrade cycle for both companies and consumers.He said that all the AI companies see end-consumer devices as the endpoints for AI and agents.“As you’d expect, we’re working with all of them as they all think of personal AI devices, new categories of devices, what are phones going to look like… we’re working with all of those companies,” Amon added.He also touted Qualcomm as having one of the best CPUs in the world for data centers, and that the company is building data center capabilities through custom chips and inference accelerators.Amon stated that the rise of AI agents is reshaping the roadmap for every platform Qualcomm is developing, and added that an initial shipment of custom silicon chips to a leading hyperscaler is on track for later this year.<h2 class="st-heading-2">Wall Street Turns Bullish</h2>According to TheFly, analysts at Cantor Fitzgerald raised their price target on Qualcomm to $150 from $135 while maintaining a ‘Neutral’ rating on the stock. The firm highlighted Qualcomm’s custom silicon win with a large hyperscaler, as well as its expectation that handset demand will bottom out in the third quarter (Q3), as reasons for its optimism.RBC Capital analysts echoed similar sentiments while hiking the price target to $175 from $150, with a ‘Sector Perform’ rating on the QCOM stock.Qualcomm reported earnings per share (EPS) of $2.65 on revenue of $10.6 billion in the second quarter (Q2), compared to Wall Street estimates of an EPS of $2.58 on revenue of $10.56 billion, according to Fiscal.ai data.The company reported EPS of $2.85 on revenue of $10.84 billion during the same period a year ago.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/QCOM">Qualcomm</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.One user stated that the custom silicon story is finally getting priced into the QCOM stock.<stembedurl>https://stocktwits.com/OrvilleEdmund/message/651825224</stembedurl>Another bullish user stated that Qualcomm is the best AI chip play now.<stembedurl>https://stocktwits.com/StoneFoxCapital/message/651889317</stembedurl><a href="https://stocktwits.com/symbol/QCOM">QCOM stock</a> is up 6% year-to-date and 22% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 29% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 40%.The Vanguard S&amp;P 500 ETF (VOO) and the iShares Core S&amp;P 500 ETF (IVV) are up 29% during this period.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sandisk-q3-revenue-soar-178-wall-street-estimate-ai-memory-prices-sndk-stock/cZBMg7IRe4D">Wall Street Expects SanDisk’s Q3 Revenue To Surge 178% — Wedbush Hikes SNDK Stock Price Target By 62%</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cristiano Amon, CEO & President, Qualcomm, on Centre Stage during day one of Web Summit 2024 at the MEO Arena in Lisbon, Portugal. (Photo By Shauna Clinton/Sportsfile for Web Summit via Getty Images)

Qualcomm CEO Cristiano Amon Banks On AI Agents To Create Demand For Tokens Across Phones, PCs, Cars

During an interview with CNBC, Amon highlighted the evolution of the AI industry, which has moved from data centers and foundational models to AI agents that will now help generate demand for tokens.

<ul class="summary-bullets"><li>Merck’s widely used immunotherapy, Keytruda, drove the company’s topline growth during the quarter, accounting for nearly half of Merck’s total sales during this period.</li><li>Keytruda sales during Q1 stood at $8.03 billion, growing by 12% year-on-year, with Merck stating that the growth was primarily driven by higher global demand in metastatic indications.</li><li>Merck reported 88% YoY growth in Winrevair sales, driven by strong U.S. uptake and early launches in Japan and the European Union.</li></ul>Shares of Merck &amp; Co. Inc. (MRK) gained in Thursday’s pre-market session after the company posted better-than-expected first-quarter (Q1) results, powered by the strength of Keytruda and Winrevair.Merck reported an adjusted loss of $1.28 per share on revenue of $16.3 billion in Q1, compared to Wall Street estimates of a loss of $1.47 on revenue of $15.85 billion, according to Fiscal.ai data.<a href="https://stocktwits.com/symbol/MRK">Merck shares</a> were up more than 3% in Thursday’s pre-market trade.<h2 class="st-heading-2">Keytruda, Winrevair Drive Sales Growth</h2>Merck’s widely used immunotherapy, Keytruda, drove the company’s topline growth during the quarter, accounting for nearly half of Merck’s total sales during this period.Keytruda sales during Q1 stood at $8.03 billion, growing by 12% year-on-year. The company stated that the growth was primarily driven by higher global demand in metastatic indications including urothelial cancer, as well as strong global uptake in earlier-stage indications, including triple-negative breast cancer, cervical cancer and renal cell carcinoma (RCC).Overall, Merck’s pharmaceutical sales stood at $14.35 billion in Q1, growing in line with its total sales. The company stated that pharma sales were largely fueled by oncology as well as gains in cardiometabolic and respiratory segments.Merck also reported 88% year-on-year growth in sales of Winrevair, its treatment for adults with Pulmonary Arterial Hypertension (PAH). The company stated that the growth of Winrevair primarily reflects a continued uptake in the U.S. and early launch uptake in markets like Japan and the European Union.<h2 class="st-heading-2">Merck CEO Touts Robust Phase 3 Readout Period Ahead</h2>Merck CEO Robert M. Davis touted a robust Phase 3 data readout period ahead for the company.“I am pleased with our progress and excited for what’s ahead, as we enter a particularly robust period of Phase 3 data readouts and deliver on the promise of our pipeline for patients,” he said.Davis added that the company strengthened its pipeline during Q1, which includes the planned acquisition of Terns Pharmaceuticals Inc. (TERN) for an equity value of $6.7 billion.He also highlighted the approval of Idvynso by the U.S. Food and Drug Administration (FDA) for treating HIV-1 in virologically suppressed adults.Merck stated that the Phase 2 CADENCE results delivered clear proof of concept for Winrevair in adults with combined post- and precapillary pulmonary hypertension, supporting advancement into a registrational Phase 3 trial for this patient group.<h2 class="st-heading-2">Cidara Therapeutics Acquisition Hits Bottomline</h2>Merck also stated that the $9.2 billion acquisition of Cidara Therapeutics resulted in a $3.62 per-share charge, as the company swung to a loss during the quarter after reporting adjusted earnings per share (EPS) of $2.22 in the same period a year ago.The company raised its adjusted EPS forecast for full-year 2026 to a range of $5.04 to $5.16, up from its previous outlook of $5 to $5.15.Merck also narrowed its 2026 revenue guidance to a range of $65.8 billion to $67 billion, compared to its previous outlook of $65.5 billion to $67 billion.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/MRK">Merck</a> trended in the ‘neutral’ territory, with message volumes at ‘normal’ levels at the time of writing.One user thinks that Merck’s current share price is probably its top now.<stembedurl>https://stocktwits.com/UpperDownie/message/651856219</stembedurl><a href="https://stocktwits.com/symbol/MRK">MRK stock</a> is up 5% year-to-date and 31% over the past 12 months. The S&amp;P 500 ETF (SPY) and the iShares Core S&amp;P 500 ETF (IVV) are up 28% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iran-supreme-leader-persian-gulf-future-without-america-trump-blockade/cZBMI1vRe4I">Iran’s Supreme Leader Says Persian Gulf To See A ‘Future Without America’ As Trump Weighs Extended Iranian Port Blockade</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Medicine pill is seen with Merck logo displayed on a screen in the background in this illustration photo taken in Poland on November 5, 2021. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

MRK Stock Soars As Keytruda Delivers Again In Q1, Winrevair Accelerates — CEO Signals Robust Phase 3 Readout Period Ahead

Merck reported an adjusted loss of $1.28 per share on revenue of $16.3 billion in Q1, compared to Wall Street estimates of a loss of $1.47 on revenue of $15.85 billion.

<ul class="summary-bullets"><li>Analysts at Barclays reinstated their coverage of Qualcomm with an ‘Underweight’ rating and a $130 price target, which implies a downside of nearly 13% from Friday’s closing price.</li><li>The firm stated that Qualcomm’s offerings in the automobile and Internet of Things segments will not be enough to offset the downside that the smartphone segment is facing due to memory pricing headwinds.</li><li>Barclays also noted that Qualcomm’s prowess in the data center segment is yet to be proven, while adding that the deployment of AI on local devices is still several years away.</li></ul>Shares of Qualcomm Inc. (QCOM) rose more than 12% in Monday’s pre-market trade, with the stock on track to open at its highest levels in more than three months after being on a downward trajectory for most of this year so far.<a href="https://stocktwits.com/symbol/QCOM">Qualcomm shares</a> closed more than 11% higher on Friday and look set to repeat that performance in Monday’s opening trade, hovering around $165 a share. Qualcomm’s shares were last seen at these levels in January this year.However, while Main Street is turning optimistic about Qualcomm, Wall Street is not sold on the bullish outlook yet ahead of the company’s second-quarter (Q2) earnings due later this week.According to a report, OpenAI is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/qcom-stock-set-to-roar-into-the-week-openai-smartphone-chip-talk-is-lighting-the-fuse/cZBNgslRe2L">said</a> to be in talks with Qualcomm to develop smartphone processors for the AI startup.<h2 class="st-heading-2">Why Are Analysts Not Sold On Qualcomm?</h2>According to TheFly, analysts at Barclays reinstated coverage of Qualcomm with an ‘Underweight’ rating and a $130 price target, implying a downside of nearly 13% from Friday’s closing price.The firm stated that Qualcomm’s offerings in the automobile and Internet of Things segments will not be enough to offset the downside that the smartphone segment is facing due to memory pricing headwinds.Barclays also noted that Qualcomm’s prowess in the data center segment is yet to be proven, while adding that the deployment of AI on local devices is still several years away.UBS analysts lowered their price target for Qualcomm to $150 from $160 while keeping a ‘Neutral’ rating on the stock. The firm stated Qualcomm’s underlying fundamentals and estimates continue to deteriorate, and rising memory prices are emerging as a key pressure point for the company.Earlier this month, BNP Paribas analyst David O’Connor downgraded Qualcomm to ‘Neutral’ from ‘Outperform’, while lowering the price target by 33% to $120 from $180. O’Connor stated that he sees no end in sight for the company’s smartphone woes and added that this could translate into demand destruction. He sees no relief for Qualcomm in the short to medium term.According to Koyfin data, the average 12-month price target for QCOM stock is $150, implying a 1% upside from current levels. Of the 36 analysts covering the stock, eight recommend ‘Buy’, 24 recommend ‘Hold’, while four have a ‘Sell’ or ‘Strong Sell’ rating.<h2 class="st-heading-2">Wall Street’s Expectations From Qualcomm’s Q2 Earnings</h2>According to data from Fiscal.ai, Qualcomm is expected to report earnings per share (EPS) of $2.58 on revenue of $10.56 billion.The company reported EPS of $2.85 on revenue of $10.84 billion during the same period a year ago.Qualcomm is scheduled to report its Q2 earnings after the bell on Wednesday, April 29.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/QCOM">Qualcomm</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.One bullish user thinks Qualcomm is the only chip stock that is not yet at its all-time high, but needs to reach it.<stembedurl>https://stocktwits.com/I_short_stocks/message/651481664</stembedurl><a href="https://stocktwits.com/symbol/QCOM">QCOM stock</a> is down 13% year-to-date and up 1% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 31% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 42%.The Vanguard S&amp;P 500 ETF (VOO) and the iShares Core S&amp;P 500 ETF (IVV) are up 31% during this period.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-stock-rises-above-500-first-time-agentic-ai-what-driving-rally/cZBh9NlRecK">MU Stock Rises Above $500 For The First Time Ever Following A 76% Rally This Year — Retail Points To Huge Agentic AI Opportunity</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The microchip maker Qualcomm company logo.  (Photo by Davide Bonaldo/SOPA Images/LightRocket via Getty Images)

QCOM Stock On Track To Open At Highest Levels In 3 Months, But Wall Street Is Cautious Ahead Of Q2 Earnings

The chipmaker's stock is surging into earnings, but a growing disconnect is emerging between bullish retail traders and cautious analysts.

<ul class="summary-bullets"><li>DA Davidson stated in its note that the magnitude of Intel’s earnings beat in Q1 indicates a structural increase in demand for central processing units.</li><li>According to the firm, Intel’s performance shows that CPUs are “reinserting” themselves as an indispensable foundation of the AI era.</li><li>AMD, a key rival to Intel in the CPU segment, could also benefit from this demand, according to DA Davidson.</li></ul>Advanced Micro Devices Inc. (AMD) got a vote of confidence from DA Davidson on Friday, with the firm citing the magnitude of rival Intel Corp.’s (INTC) earnings beat in the first quarter (Q1) as the reason for its bullish outlook.According to TheFly, DA Davidson hiked its price target for AMD by 70% to $375 from $220. The firm also upgraded the stock to ‘Buy’ from ‘Neutral’.<a href="https://stocktwits.com/symbol/AMD">AMD shares</a> were up nearly 14% in Friday’s opening trade, with the stock on track for its best single-day gains in more than six months.<h2 class="st-heading-2">How Does Intel’s Performance Reflect On AMD?</h2>DA Davidson stated in its note that the magnitude of Intel’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-intel-comeback-rocky-balboa-ai-trade-in-third-innings/cZBWzYEReTv">earnings beat</a> in first quarter (Q1) indicates a structural increase in demand for central processing units (CPUs). The artificial intelligence technology and related infrastructure space have been dominated by graphics processing units (GPUs) so far, with Nvidia Corp. (NVDA) benefiting.The firm stated that Intel’s performance shows that CPUs are “reinserting” themselves as an indispensable foundation of the AI era. AMD, a key rival to Intel in the CPU segment, could also benefit from this demand, according to DA Davidson.The firm added that Intel’s results demonstrate there could be a “meaningful upside” to AMD’s estimates ahead of the latter’s Q1 earnings due May 5, 2026. DA Davidson also stated that this could be a precursor to a major step-up in AMD’s CPU franchise.Intel and AMD are major CPU vendors with offerings across consumer devices, enterprise systems, and data centers.Analysts at Stifel hiked their price target for AMD to $320 from $280 earlier this week, while maintaining a ‘Buy’ rating on the stock.<h2 class="st-heading-2">What Is Wall Street Expecting From AMD’s Q1?</h2>Wall Street expects AMD to report earnings per share (EPS) of $1.28 in Q1, according to Fiscal.ai data, compared to $0.96 during the same quarter a year ago.The consensus estimate for AMD’s Q1 revenue is $9.87 billion, an increase of nearly 33% from the year-ago period.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels. AMD was among the top trending tickers on the platform at the time of writing.One user believes AMD stock is headed toward $400 and that there is nothing stopping it.<stembedurl>https://stocktwits.com/InIt2WIN1986/message/651259028</stembedurl><a href="https://stocktwits.com/symbol/AMD">AMD stock</a> is up 60% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/INTC">INTC stock</a> is up 121%. The S&amp;P 500 ETF (SPY) is up 30% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 41%.The iShares Core S&amp;P 500 ETF (IVV) is up 30% during this period.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-intel-comeback-rocky-balboa-ai-trade-in-third-innings/cZBWzYEReTv">Dan Ives Compares Intel's Comeback To Rocky Balboa, Says AI Trade Is In Its Third Innings — 'You Follow The Capex, That's Where Investors Are'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the AMD (Advanced Micro Devices) logo is seen displayed on a smartphone screen with an Intel logo in the background. (Photo Illustration by Algi Febri Sugita/SOPA Images/LightRocket via Getty Images)

AMD Has 'Meaningful Upside' Ahead Of Earnings Due To Magnitude Of Intel's Q1 Beat, Says Analyst Who Hiked Price Target By 70%

DA Davidson hiked its price target for AMD to $375 from $220, stating that Intel’s earnings beat could be a precursor to a huge step up in AMD’s CPU franchise.

<ul class="summary-bullets"><li>Ives added that technology companies are now experiencing the second- and third-order effects of the expansion of the AI tech trade, from just AI chips to other aspects of the stack.</li><li>He added that for every dollar spent on Nvidia chips, there is an eight- to 10-fold multiplier across the rest of the stack.</li><li>Analysts at Evercore ISI upgraded Intel to ‘Outperform’ from ‘In Line’, while more than doubling their price target for the INTC stock to $111 from $45.</li></ul>Dan Ives, Global Head of Tech Research at Wedbush, on Friday compared chipmaking giant Intel Corp.’s (INTC) resurgence to the comeback of Rocky Balboa.During an interview with CNBC, Ives noted that the current earnings season is critical and at the heart of investors flocking back to technology stocks amid the ongoing geopolitical concerns.“It’s showing we’re in the third inning of this non-ending game relative to AI and that’s bullish. That’s why dip buyers will continue to be there for broader tech despite geopolitical jitters. You follow the capex, that’s where investors are,” Ives added.<a href="https://stocktwits.com/symbol/INTC">Intel shares</a> were up nearly 30% in Friday’s pre-market trade,&nbsp;on track to open at a new all-time high.The company’s first quarter (Q1)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-stock-soars-past-its-2000-s-record-closing-price-after-q2-earnings-guidance-roars-past-wall-street-estimates/cZBQa8lReT2">results</a> blew past Wall Street expectations, with Intel reporting earnings per share (EPS) of $0.29 on revenue of $13.6 billion, compared to estimates of an EPS of $0.01 on revenue of $12.36 billion, according to Fiscal.ai data.<h2 class="st-heading-2">AI Tech Trade Spreading, Says Ives</h2>Ives added that technology companies are now experiencing the second- and third-order effects of the expansion of the AI tech trade, from just AI chips to other aspects of the stack.“Intel, Cisco, Dell… it’s [AI trade] is spreading. What’s essentially happening is that this tech trade is now.. second, third derivatives playing out across hardware, semis, what I ultimately believe will be software and infrastructure,” Ives added, explaining the resurgence of Intel.He added that for every dollar spent on Nvidia chips, there is an eight- to 10-fold multiplier across the rest of the stack.<h2 class="st-heading-2">Wall Street Turns Bullish</h2>According to TheFly, analysts at Evercore ISI upgraded Intel to ‘Outperform’ from ‘In Line’, while more than doubling their price target for the INTC stock to $111 from $45.The firm stated that it sees Intel as a “CPU renaissance play,” while adding the company’s new CEO, Lip-Bu Tan has put the chipmaker back on the competitive track.Jefferies analysts hiked their price target for Intel to $80 from $60, while keeping a ‘Hold’ rating on the stock. The firm stated that these are still early days for the impact of AI on the CPU market, adding that there is plenty of room to run.Analysts at BofA hiked their price target for INTC stock to $56 from $48 while keeping an ‘Underweight’ rating. The firm remained cautious about Intel’s gross margins, calling them subpar while highlighting that the company continues to burn through cash due to its investments in additional capacity.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/INTC">Intel</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.One bullish user stated that if investors don’t buy Intel at current levels, they will be buying above $100 later.<stembedurl>https://stocktwits.com/Wallstreetbest0708/message/651251485</stembedurl><a href="https://stocktwits.com/symbol/INTC">INTC stock</a> is up 81% year-to-date and 224% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 32% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 43%.The Vanguard S&amp;P 500 ETF (VOO) and the iShares Core S&amp;P 500 ETF (IVV) are up 32% during this period.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/regeneron-gene-therapy-hearing-loss-free-drug-pricing-deal-trump/cZBQPXzReRx">Regeneron's Gene Therapy For Genetic Hearing Loss Gets Accelerated FDA Nod — Drug Pricing Deal With White House To Be Announced Today</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Dan Ives speaks at BTC, ETH and WLD are Friends on September 16, 2025 in Washington, DC.

Dan Ives Compares Intel's Comeback To Rocky Balboa, Says AI Trade Is In Its Third Innings — 'You Follow The Capex, That's Where Investors Are'

During an interview with CNBC, Ives noted that the current earnings season is critical and at the heart of investors flocking back to technology stocks amid the ongoing geopolitical concerns.

Dan Ives Compares Intel's Comeback To Rocky Balboa, Says AI Trade Is In Its Third Innings

<ul class="summary-bullets"><li>President Trump recalled that his first interaction with Cook was regarding a “fairly large problem” that only he could fix.</li><li>Wall Street sounded largely positive on Apple’s leadership change, with BofA analyst Wamsi Mohan stating that the timing suggests that Apple’s near-term results are “extremely resilient.”</li><li>Mohan added that Ternus' elevation as CEO suggests the company might be entering a new era of devices, and that 2027 could be a big product year.</li></ul>President Donald Trump on Tuesday praised outgoing Apple Inc. (AAPL) CEO Tim Cook, calling him an “incredible guy” in a post on Truth Social.“I have always been a big fan of Tim Cook, and likewise, Steve Jobs, but if Steve was not taken from the Planet Earth so young, and ran the company instead of Tim, the company would have done well, but nowhere near as well as it has under Tim,” President Trump&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116442276577696798">said</a> in the post.He also praised Cook for reaching out to him directly, adding that the outgoing Apple CEO got the job done quickly without spending a dime on consultants.<a href="https://stocktwits.com/symbol/AAPL">Apple shares</a> were down about 0.2% in Tuesday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘neutral’ territory at the time of writing.<h2 class="st-heading-2">Trump Reflects On His Interactions With Cook</h2>President Trump recalled that his first interaction with Cook was regarding a “fairly large problem” that only he could fix. He added that he was impressed that Cook called him to explain his problem.“He explained his problem, a tough one it was, I felt he was right and got it taken care of, quickly and effectively. That was the beginning of a long and very nice relationship,” the President said.Trump added that Cook had an almost incomparable and amazing career. This comes as Cook’s 15-year tenure as Apple’s CEO comes to an end in September this year, after having led the company for 15 years since succeeding Steve Jobs in 2011.Apple’s Senior Vice President of Hardware Engineering, John Ternus, will succeed Cook, while Cook will become the Executive Chairman of the company’s board.<h2 class="st-heading-2">Wall Street Largely Positive On Apple’s Leadership Transition</h2>Wall Street is largely positive about Apple's leadership transition. According to TheFly, BofA analyst Wamsi Mohan said the timing of the leadership change suggests Apple’s near-term results are “extremely resilient.”Mohan added that Ternus's elevation to Apple CEO suggests the company might be entering a new era of devices, and that 2027 could be a big product year.BofA maintained its ‘Buy’ rating for Apple with a $325 price target.Citi analyst Atif Malik stated that Apple’s leadership change came somewhat earlier than many had expected, while maintaining that Ternus was the frontrunner to lead the company.Analysts at Morgan Stanley expressed optimism that the change of guard at Apple would bring renewed investor optimism and potentially shift the overarching narrative about the company.JPMorgan analysts stated that this change was highly anticipated, noting that this comes at a time when Apple is facing intense competition to launch the next generation of form factors in the smartphone segment and beyond.<a href="https://stocktwits.com/symbol/AAPL">AAPL stock</a> is up 0.4% year-to-date and 39% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 35% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 46%.The Vanguard S&amp;P 500 ETF (VOO) and the iShares Core S&amp;P 500 ETF (IVV) are up 35% during this period.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-stock-dot-com-era-high-analysts-bullish-intel-q1-earnings/cZBIimwRICn">INTC Stock Hits Dot-Com Era High After 78% Rally This Year — Analysts Turn Bullish Ahead Of Intel's Q1 Earnings This Week</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Apple CEO Tim Cook (R) speaks as U.S. President Donald Trump looks on during an event in the Oval Office of the White House on August 6, 2025 in Washington, DC. 

Tim Cook Gets Generous Praise From Trump As He Gets Ready To Hand Over Apple’s Reins To Ternus – ‘Always Been A Big Fan’

The U.S. President also praised Cook for reaching out to him directly, adding that the outgoing Apple CEO got the job done quickly without spending a dime on consultants.

<ul class="summary-bullets"><li>BNP Paribas analysts stated that stronger data points for Intel’s 14A node have raised their expectations for the success potential of the company’s next-generation technology, scheduled to enter production in 2027.</li><li>The firm also stated that the boom in AI agentic demand is driving stronger demand for Intel’s server chips.</li><li>Analysts at Cantor Fitzgerald raised their price target for Intel to $65 from $60 while keeping a ‘Neutral’ rating on the stock.</li></ul>Wall Street has turned bullish on Intel Corp. (INTC) as the chipmaker gears up for its first-quarter (Q1) earnings, with the company’s shares rising to their highest levels since the dot-com era last week before pulling back slightly.According to TheFly, analysts at BNP Paribas upgraded Intel to ‘Neutral’ from ‘Underperform’ with a price target of $60. The firm’s ratings upgrade for Intel follows a slew of price target hikes from other analysts.<a href="https://stocktwits.com/symbol/INTC">Intel shares</a> were up over 2% in Tuesday’s pre-market trade.<h2 class="st-heading-2">Why Are Analysts Turning Bullish On Intel?</h2>BNP Paribas analysts stated that stronger data points for Intel’s 14A node have raised their expectations for the success potential of the company’s next-generation technology, scheduled to enter production in 2027.The firm also stated that the boom in AI agentic demand is driving stronger demand for Intel’s server chips.Analysts at Cantor Fitzgerald raised their price target for Intel to $65 from $60 while keeping a ‘Neutral’ rating on the stock. The firm stated that even though shipments of personal computers are expected to decline in 2026, it sees Intel’s product revenue growing on the back of strong pricing tailwinds, especially in the server CPU segment.Cantor Fitzgerald also sees improving supply dynamics over the course of 2026 as another tailwind for Intel.Stifel also raised its price target for Intel, noting that compute demand for both general-purpose and accelerated computing is running materially ahead of its prior forecasts. The firm noted that Intel’s processor portfolio spans distinctly different points on the AI infrastructure adoption curve.Stifel hiked its price target for Intel to $65 from $42, while keeping a ‘Hold’ rating on the stock.Last week, Bernstein analysts raised their price target on Intel to $60 from $36 while maintaining a ‘Market Perform’ rating. The firm stated that it has hiked its assumptions for Intel’s server business and raised its gross margin estimates.Analysts at Susquehanna expect Intel to report in-line to slightly better Q1 results powered by strong demand for the company’s processors. The firm hiked its price target for INTC stock to $65 from $45, while keeping a ‘Neutral’ rating.Earlier this month, Intel&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-stock-gains-intel-strikes-14-2b-deal-apollo-ai-ambitions/cZ7HVePRInC">announced</a> a $14.2 billion deal to acquire Apollo Global Management’s 49% stake in the Fab 34 facility in Ireland as it looks to fuel its AI ambitions.The company also teamed up with Elon Musk-led Tesla Inc. (TSLA) and SpaceX to become a partner in the Terafab project. The company will help in designing, manufacturing and packaging chips as part of the project.<h2 class="st-heading-2">Wall Street’s Expectations From Intel’s Q1 Earnings</h2>According to data from Fiscal.ai, Intel is expected to report earnings per share (EPS) of $0.01 on revenue of $12.36 billion.The company reported EPS of $0.13 on revenue of $12.7 billion during the same period a year ago.Intel is scheduled to report its Q1 earnings after the bell on Thursday, April 23.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/INTC">Intel</a> trended in the ‘bullish’ territory, with message volumes at ‘high’ levels at the time of writing.One bullish user expects the Intel stock to hit $100 post earnings.<stembedurl>https://stocktwits.com/bennpham/message/650832599</stembedurl>Another user stated that Intel kept its forecast low and that the chip shortage should help the company exceed it easily.<stembedurl>https://stocktwits.com/Torjaner/message/650856619</stembedurl><a href="https://stocktwits.com/symbol/INTC">INTC stock</a> is up 78% year-to-date and 247% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 35% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 46%.The Vanguard S&amp;P 500 ETF (VOO) and the iShares Core S&amp;P 500 ETF (IVV) are up 35% during this period.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kevin-warsh-president-opinion-interest-rate-not-affect-fed-independence/cZBdS8NRIzV">Kevin Warsh Says Opinions Of President Or Lawmakers On Interest Rates Do Not Affect Fed's Independence</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

INTC Stock Hits Dot-Com Era High After 78% Rally This Year — Analysts Turn Bullish Ahead Of Intel's Q1 Earnings This Week

Analysts at BNP Paribas upgraded Intel to ‘Neutral’ from ‘Underperform’ with a price target of $60, with the ratings upgrade following a slew of price target hikes from other analysts.

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