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Invesco QQQ Trust Series 1

SpaceX engineers reusable launch vehicles and the Starlink satellite constellation for global broadband. Their focus on rapid reusability and vertical integration drives down launch costs and accelerates space access.

SpaceX PreStocks

Investors are actively debating the legitimacy of a tokenized crypto asset claiming to represent SpaceX, with many warning it is a scam while others speculate on its connection to the company's long-rumored IPO. The community conversation is dominated by intense skepticism regarding unauthorized tokens, contrasted with broader market excitement surrounding SpaceX's expected public debut and its potential impact on space-sector stocks.

Bankr is an advanced AI agent focused on simplifying the process of buying and selling digital assets. Bankr was the first AI agent on Farcaster to help you quickly buy all your favorites coins directly in the social. BankrCoin is the official coin of the agent and was deployed by Bankr itself directly in the Farcaster social feed. Fees from swaps go to support BankrCoin. Bankr is available on Farcaster and will soon be launching a private terminal, token recs, and limit orders on Base.

BankrCoin

BankrCoin is attracting significant attention as investors highlight its role as an AI-powered infrastructure project on the Base ecosystem, with community members actively discussing its long-term potential as an undervalued asset. The sentiment is fueled by consistent development updates from the team and strong ecosystem volume, leading many to hold through market volatility in anticipation of future price appreciation.

Swell

The community is actively debating the potential of Swell, with supporters highlighting its liquid staking utility, institutional backing, and low market cap as key drivers for long-term growth. Conversely, critics frequently dismiss the asset as a speculative project, pointing to recurring price volatility and concerns over supply issuance as reasons for caution.

Evolution Metals & Technologies Corp. engages in developing a global supply chain for critical minerals and materials. It focuses on automotive, renewable energy, and military and defense sectors. The company is headquartered in West Palm Beach, FL.

Evolution Metals & Technologies Corp.

Evolution Metals & Technologies Corp. Common Stock

Evolution Metals & Technologies Corp. (EMAT) is gaining momentum as investors weigh its potential as a vertically integrated domestic rare earth magnet manufacturer against concerns regarding its micro-float and high insider ownership. Community discussion is split between excitement over the stock's positioning as a strategic alternative to foreign supply chains and caution regarding its characteristic high volatility and potential for sharp price swings.

DEGEN is a reward token for Farcaster users, born from meme culture. It features a unique tipping system that allows the community to reward high-quality content creators. DEGEN also powers the Degen Chain, one of the pioneering Layer 3s launched on Base. Known as the “Las Vegas of blockchains,” it provides a platform for building and using Degen apps, offering a space for fun, innovation, and community-driven experiences.

League of Degens 

The community is actively discussing $DEGEN, pointing to a mix of optimism surrounding potential exchange listings and a new beta app while others express frustration over token performance. Investors remain hyper-focused on upcoming project catalysts and social media branding as they debate whether the token is currently at a critical accumulation phase.

Ideal Power, Inc. engages in the development of power converter solutions for photovoltaic generation, grid-storage and electrified vehicle charging. Its products include solar inverters, bi-directional battery, electric vehicle chargers, photovoltaic inverters and battery converters. It is focused on its patented Bidirectional, Bipolar Junction Transistor (B-TRAN) semiconductor technology. The company was founded by William C. Alexander on May 17, 2007 and is headquartered in Austin, TX.

Ideal Power Inc

Ideal Power is trending as investors monitor its progress in commercializing B-TRAN technology, highlighted by the early completion of its first major solid-state circuit breaker design win in Asia. The community is focused on the stock's potential for institutional adoption and institutional validation as it targets a multibillion-dollar market for power semiconductors in data centers, EVs, and renewable energy.

WW International, Inc. engages in the provision of weight management services. It operates through the following geographical segments: United States, Germany, and Other. The company was founded by Jean Nidetch in 1963 and is headquartered in New York, NY.

WW International Inc - Ordinary Shares - New

WW International, Inc. Common Stock

WW International is gaining traction as investors speculate on a turnaround driven by strategic partnerships with GLP-1 medication providers and debt-reduction efforts. The community remains divided, with some betting on a successful pivot toward clinical weight-loss solutions while others remain skeptical due to the company's historical financial struggles and competitive pressure.

Realty Income Corp. is a real estate company, which engages in generating dependable monthly cash dividends from a consistent and predictable level of cash flow from operations. The company was founded by William E. Clark, Jr. and Evelyn Joan Clark in 1969 and is headquartered in San Diego, CA.

Realty Income Corp.

Realty Income (O) remains a focal point for income-focused investors due to its consistent monthly dividend payouts and ongoing global expansion efforts. The community is actively debating the stock's long-term growth potential against macroeconomic headwinds, with many investors using recent price dips as opportunities to build positions ahead of anticipated interest rate adjustments.

United Parcel Service, Inc. is a package delivery company, which engages in the provision of global supply chain management solutions. It operates through the following segments: U.S. Domestic Package, International Package, and Supply Chain Solutions. The U.S. Domestic Package segment includes time-definite delivery of letters, documents, and packages. The International Package segment focuses on delivery and shipments in Europe, Asia, the Indian sub-continent, the Middle East, Africa, Canada, and Latin America. The Supply Chain Solutions is involved in forwarding, logistics, Coyote, Marken, and UPS Mail Innovations. The company was founded by James E. Casey and Claude Ryan on August 28, 1907 and is headquartered in Atlanta, GA.

United Parcel Service, Inc. - Ordinary Shares - Class B

United Parcel Service, Inc.

UPS is trending as investors weigh the company's aggressive restructuring plan, including workforce reductions and the scaling back of Amazon-linked volume, against mounting competition from Amazon's own supply chain services. The community remains deeply divided, with some highlighting the stock as an undervalued dividend play while others express concerns over labor costs, margin pressures, and the long-term impact of Amazon's logistics expansion.

Phathom Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel treatments for gastrointestinal diseases. The company was founded by Tadataka Yamada, David Socks, Azmi Nabulsi, Aditya Kohli, and Roger Ulrich on January 9, 2018 and is headquartered in Florham Park, NJ.

Phathom Pharmaceuticals Inc

Phathom Pharmaceuticals is trending as investors monitor institutional accumulation and signs of a potential short squeeze amid anticipation of profitability in the coming quarters. The community is actively discussing the drug's strong prescription growth and its long-term potential as an acquisition target for larger pharmaceutical firms.

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Microsoft and NVIDIA's AI-Nuclear Play: ETFs That May Gain

Microsoft teams up with NVIDIA to bring AI to nuclear energy, targeting faster approvals and efficiency. Here are the ETFs poised to benefit from the shift.

<ul class="summary-bullets"><li>Huang said that Nvidia’s other offerings, from AI software solutions to data center products, will further contribute to revenue expansion.</li><li>JPMorgan said that the expanded sales potential&nbsp;implies at least $50 billion to $70 billion in additional&nbsp;data center revenue.</li><li>Citi described Huang’s keynote as “checking all the boxes,” emphasizing solid demand for inference workloads.</li></ul>Nvidia Corp (NVDA) CEO Jensen Huang on Tuesday reportedly highlighted the company’s massive revenue potential over the next two years, signaling strong growth across its product portfolio.&nbsp;In a CNBC interview, Huang emphasized that Nvidia already has a clear path to over $1 trillion in combined sales from its flagship Blackwell and Rubin GPU platforms, with more orders expected to come in before the end of 2027.<h2 class="st-heading-2">Strong Pipeline Drives Confidence</h2>Huang detailed that despite the forecast only covering Blackwell and Rubin, Nvidia’s other offerings, from AI software solutions to data center products, will further contribute to revenue expansion.<blockquote>“At this point, with another 21 more months to go for the end of 2027, we already have high confidence visibility of $1 trillion plus for just Blackwell and Rubin.”— Jensen Huang, President and CEO, Nvidia&nbsp;</blockquote><a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> inched 0.06% lower on Tuesday morning.&nbsp;On Stockwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume shifted to ‘normal’ from ‘low’ levels in 24 hours.<h2 class="st-heading-2">Wall Street Expresses Optimism&nbsp;</h2>Post Huang’s Keynote&nbsp;address at Nvidia GTC 2026,&nbsp;JPMorgan said that the expanded sales potential&nbsp;implies at least $50 billion to $70 billion in additional&nbsp;data center revenue beyond Wall Street expectations for 2026-2027.The firm noted that a huge portion of the keynote focused on boosting traditional enterprise workloads using CUDA-X libraries, signaling untapped growth in existing server and AI infrastructure.&nbsp;Citi termed Huang’s presentation as “checking all the boxes,” highlighting strong demand for inference workloads and projecting $1 trillion in data center sales from 2025 to 2027.While this aligns with expectations, Citi noted that additional upside exists, as the $1 trillion figure excludes sales of language processing units, standalone CPUs, and Hopper platforms.NVDA stock has gained over 52% in the last 12 months. The&nbsp;<a href="https://stocktwits.com/symbol/SMH">VanEck Semiconductor ETF</a> (SMH) tracking the 25 biggest semiconductor manufacturers edged 0.4% higher, with sentiment in ‘bearish’ territory. The&nbsp;<a href="https://stocktwits.com/symbol/IYW">iShares U.S. Technology ETF</a> (IYW) edged 0.5% higher.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ondas-expands-robotic-defense-future-with-indo-acquisition-retail-believes-stock-is-going-much-higher/cZ3EIHPRIXO">Ondas Expands Robotic Defense Future With INDO Acquisition: Retail Believes ‘Stock Is Going Much Higher’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia's CEO Jensen Huang speaks during a keynote address at Nvidia's GTC Conference.

Nvidia CEO Jensen Huang Says $1 Trillion In Blackwell And Rubin Sales Is Just A Baseline, There's More To Come: Report 

Huang said there are nearly two more years of additional orders and revenue from Nvidia’s broader product lineup still to come. 

Equity

Huang said there are nearly two more years of additional orders and revenue from Nvidia’s broader product lineup still to come. 


<ul class="summary-bullets"><li>Huang highlighted how the technology now functions more like a critical utility, similar to electricity or the internet.</li><li>He described the AI ecosystem as a stack composed of five interdependent layers.</li><li>Nvidia GTC conference is scheduled to take place between March 16 and March 19.&nbsp;</li></ul>Nvidia Corp’s (NVDA) CEO Jensen Huang said artificial intelligence is rapidly evolving from a specialized software capability into a foundational layer of modern infrastructure, reshaping industries, economies, and the global technology race.&nbsp;In a blog, Huang emphasized the importance of embracing AI.&nbsp;<blockquote>“AI is becoming the foundational infrastructure of the modern world. And the choices we make now, how fast we build, how broadly we participate, and how responsibly we deploy it, will shape what this era becomes.”-Jensen Huang, CEO, Nvidia.&nbsp;</blockquote><h2 class="st-heading-2">The Shift From Traditional Software</h2>Huang highlighted how the technology now functions more like a critical utility, similar to electricity or the internet, requiring massive investments in hardware, energy generation, and data infrastructure to deliver real-time intelligence. Huang added that the shift reflects a fundamental transformation in computing.For decades, Huang said, most software relied on predefined instructions written by programmers. AI systems, however, can interpret complex information such as text, images, sound and context, he added.&nbsp;&nbsp;He described the AI ecosystem as a stack composed of several interdependent layers. At the foundation lies energy, which powers the computing processes required to run AI workloads. Above that are semiconductor processors designed for high-performance computing. Next comes infrastructure, including data centers, networking systems and cooling technologies. On top of that layer sit the AI models, capable of understanding complex domains from language to robotics and financial systems and then comes the applications where economic value is created.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> inched 0.2% lower in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">Nvidia GTC Could Signal Strong AI Chip Demand</h2>Truist reiterated its ‘Buy’ rating on Nvidia shares and maintained a $283 price target ahead of the Nvidia GTC conference scheduled to take place between March 16 and March 19.&nbsp;The firm anticipates that the chip behemoth will address key factors, including chip supply, production capacity, and demand trends across AI and data center markets. Truist believes the event could serve as a ‘positive catalyst’ for Nvidia. The firm expects the company to discuss how supply constraints and manufacturing capacity are evolving alongside surging demand for AI processors.&nbsp;NVDA stock has gained over 70% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rivn-stock-gains-pre-market-after-td-cowen-upgrade-analyst-sees-strong-demand-for-upcoming-r2-models/cZdopG6RI7b">RIVN Stock Gains 4% Pre-Market After TD Cowen Upgrade: Analyst Sees Strong Demand For Upcoming R2 Models</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia CEO Jensen Huang addresses participants at CES 2025 in Las Vegas, Nevada, on January 6, 2025. (Photo by Artur Widak/NurPhoto via Getty Images)

Nvidia CEO Jensen Huang Frames AI As ‘Foundational Infrastructure’ Ahead Of GTC Event Next Week

The remarks come ahead of Nvidia’s GTC conference next week, where investors expect updates on AI chip demand and supply constraints. 

Budget iPhone 17e to Boost Apple Revenues? ETFs to Consider

Apple's new $599 iPhone 17e targets price-sensitive buyers, fueling iPhone momentum and potentially lifting Apple-heavy tech ETFs.

<ul class="summary-bullets"><li>Munster also noted that the average selling price (ASP) of iPhone 17e would be about 27% lower compared to the overall iPhone’s ASP, "so the impact to sales will trail impact to units."</li><li>About Apple’s new iPad Air featuring M4 and higher memory at the same $599 entry price, Munster said it doesn't move the needle, given the iPad only accounts for about 7% of Apple’s revenue.&nbsp;</li><li>He added that he would be looking out for the lower-priced MacBook.</li></ul>Apple Inc.’s latest iPhone 17e, open for pre-order on March 4 and expected in stores on March 11, will boost phone sales by around 2%, said Deepwater Management founder Gene Munster.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2028485678904877343">post</a> on X on Monday, Munster noted the improved storage and advanced chip capabilities on the latest release compared to Apple’s (AAPL) earlier iPhone 16e‌ but said the similar starting price would draw in more price-conscious customers to the new version.“$AAPL announces (as expected) iPhone 17e. Same $599 starting price as the 16e, but with 256GB of storage vs. 128GB on the 16e and better chip,” Munster said.<h2 class="st-heading-2">The Rationale</h2>Munster explained that he estimates the "e" iPhone models to account for about 20% of total units sold in March and June, subsequently declining to 15% of total units.If the latest <a href="https://stocktwits.com/news-articles/markets/equity/apple-launches-i-phone-17e-with-a19-chip-advanced-camera/cZd3BiGRI25">iPhone 17e</a> were to increase growth by 15% for a few upcoming quarters, and then normalize, it would boost overall units by 3% for the quarters, and then 1.5% for the next year. &nbsp;Munster also noted that the average selling price (ASP) of iPhone 17e would be about 27% lower compared to the overall iPhone’s ASP, "so the impact to sales will trail impact to units."<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_02_at_11_41_35_PM_png_cc8629103a.webp" alt="Screenshot 2026-03-02 at 11.41.35 PM.png" width="1195" height="914"></figure>&nbsp;About Apple’s new iPad Air featuring M4 and higher memory at the same $599 entry price, Munster <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2028488709855748236">said</a> it “doesn't move the needle,” given the iPad only accounts for about 7% of Apple’s revenue. “The Air accounts for about half of that, or 3.5% of sales. A modest short-term bump is largely irrelevant,” he added.“I'm looking out for that lower priced Mac,” he said in a separate X <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2028489283531624769">post</a>.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AAPL">AAPL shares</a> was in the ‘bearish’ territory over the past 24 hours amid ‘low’ message volumes at the time of writing.Shares of AAPL have gained more than 11% in the past year.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/broadcom-price-target-lowered-amid-anthropic-demand-uncertainty/cZd3XRbRI2e">Broadcom Price Target Lowered Amid Anthropic Demand Uncertainty</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Customers try out iPhone 17 Pro smartphones inside the Apple Store at Sanlitun Taikoo Li on November 8, 2025, in Beijing, China. 

Apple’s New iPhone 17e To Boost Sales From Price-Focused Buyers, Says Gene Munster

In a post on X, Munster noted the improved storage and advanced chip capabilities on iPhone 17e compared to iPhone 16e‌, but said the similar starting price would draw in more price-conscious customers to the new version.

<ul class="summary-bullets"><li>The iPhone 17e features Apple’s A19 chip and C1X modem for faster processing and better battery life.</li><li>The iPhone model features a 6-core CPU and 4-core GPU with Neural Accelerators, enabling console-quality gaming.</li><li>iPhone 17e comes with storage options of 256GB and 512GB, starting at $599.</li></ul>Apple Inc. (AAPL) on Monday unveiled its latest addition to the iPhone lineup, the iPhone 17e, a more affordable model that includes a combination of performance and advanced features.&nbsp;The latest iPhone will be open for pre-order on March 4 and arrive in stores on March 11. The iPhone 17e features Apple’s A19 chip and C1X modem for faster processing, improved connectivity, and better battery efficiency. It is a refreshed version of the ‌iPhone 16e‌ that came out in February 2025.&nbsp;<h2 class="st-heading-2">Design And Performance</h2>The new model comes with a 48MP Fusion camera, optical-quality 2x Telephoto, and 4K Dolby Vision video. The device also supports Apple’s satellite features, including Emergency SOS, Roadside Assistance, Messages, and Find My, allowing users to stay connected even when outside cellular or Wi-Fi coverage.The iPhone 17e sports a 6.1-inch Super Retina XDR display with Ceramic Shield 2, providing three times better scratch resistance and reduced glare compared to previous models. Powered by the A19 chip built on 3-nanometer technology, the iPhone model features a 6-core CPU and 4-core GPU with Neural Accelerators, enabling console-quality gaming and AI processing.&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> inched over 0.8% lower in Monday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">Storage Options And Price&nbsp;</h2>Available in black, white, and soft pink, storage options include 256GB and 512GB, starting at $599. Apple will hold a “special Apple Experience” on March 4 across New York, London, and Shanghai, kicking off a busy lineup of product launches this year.Apple is expected to release several new products this year, including a new budget MacBook powered by the A18 chip, a MacBook Pro with M5 Pro and M5 Max chips, and updated versions of the Studio Display, Apple TV, and HomePod.AAPL stock has gained over 10% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-is-backing-optical-tech-in-next-ai-push-invests-4-billion-in-lumentum-and-coherent/cZd3ewRRI2b">Nvidia Is Backing Optical Tech In Next AI Push – Invests $4 Billion In Lumentum And Coherent</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An iPhone 17 Pro Max is displayed in Athens, Greece, on February 14, 2026.

Apple Launches iPhone 17e With A19 Chip, Advanced Camera 

The latest iPhone will be open for pre-order on March 4 and arrive in stores on March 11. 

<ul class="summary-bullets"><li>Morgan Stanley noted that ownership of large-cap tech has fallen to its lowest point in 17 years.</li><li>Analyst Erik Woodring said Nvidia’s gap between its S&amp;P 500 allocation and active fund ownership was 2.57%.</li><li>The firm stated that other tech giants, such as Apple, Microsoft, and Amazon.com, also lag.</li></ul>Morgan Stanley reportedly highlighted that mega-cap technology stocks are among the most under-owned names among institutional investors, with Nvidia Corp. (NVDA) emerging as the leader in this category.According to an Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investing.com/news/stock-market-news/this-is-the-most-underowned-megacap-tech-stock-according-to-morgan-stanley-4510558">report</a>, reviewing fourth-quarter 13F filings, Morgan Stanley noted that ownership of large-cap tech has fallen to its lowest point in 17 years, with the gap against the S&amp;P 500 benchmark widening to -155 basis points by quarter-end.<h2 class="st-heading-2">Nvidia Tops the Under-Owned List</h2>Morgan Stanley analyst Erik Woodring said Nvidia has the largest shortfall between its S&amp;P 500 allocation and active fund ownership, trailing by 2.57%, according to the report.&nbsp;Nvidia “remains the most under-owned large-cap tech stock,” said&nbsp;Woodring.&nbsp;Other tech giants like Apple Inc. (AAPL), Microsoft Corp. (MSFT), and Amazon.com Inc. (AMZN) also lag, with gaps of 2.16%, 2.13%, and 1.37%, respectively.<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> traded over 2% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock changed to ‘bearish’ from ‘extremely bearish’ territory the previous day. Message volume shifted to ‘normal’ from ‘low’ levels in 24 hours.&nbsp;Woodring highlighted a clear trend of funds favoring AI-related hardware and semiconductor companies over software stocks.&nbsp;<h2 class="st-heading-2">Meta Deepens Nvidia Partnership&nbsp;</h2>On Tuesday, Meta Platforms Inc. (META) announced a multi-year strategic partnership with Nvidia to ramp up its AI infrastructure and enhance performance across its global data centers.The collaboration will deploy Nvidia’s advanced GPUs, networking solutions, and software tools to optimize AI training and inference workloads.&nbsp;Big tech&nbsp;companies like Alphabet (GOOG, GOOGL), Microsoft, Meta, and Amazon.com are investing heavily to secure advantages in computing power and AI capabilities, thereby keeping Nvidia in a leading position for AI-related infrastructure.&nbsp;In early February, Ross Gerber, CEO and co-founder of Gerber Kawasaki Wealth and Investment Management, had indicated that the next three years will see fierce battles in hardware, as companies strive to establish dominant positions in AI technology.NVDA stock has gained over 32% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-mister-car-wash-stock-surge-pre-market-today/cZR0pwER4v5">Why Did Mister Car Wash Stock Surge 15% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The NVIDIA logo appears on a smartphone screen with a GeForce GPU in the background, illustrating branding and technology context.

Nvidia Leads Most Under-Owned Mega-Cap Tech Stocks, Says Morgan Stanley: Report

According to an Investing.com report, Morgan Stanley noted that Nvidia has the largest shortfall between its S&P 500 allocation and active fund ownership.

<ul class="summary-bullets"><li>The disruption could mean subscribers relying on Apple TV for streaming or iTunes for media purchases could face delays.</li><li>As of 8.30 A.M., the company’s support system indicated that the outage has been resolved.&nbsp;</li><li>In the recent first-quarter (Q1) results, Apple said its Services division, which includes Apple TV, recorded a 14% year-on-year revenue growth to $30 billion.&nbsp;</li></ul>Apple Inc. (AAPL) on Wednesday said it experienced a temporary disruption affecting several of its digital services, including Apple TV and iTunes.&nbsp;At the time of writing, the tech giant’s support system status&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.apple.com/support/systemstatus/">showed&nbsp;</a>that both Apple TV and iTunes are experiencing an outage. This could mean subscribers relying on Apple TV for streaming or iTunes for media purchases could face delays.<h2 class="st-heading-2">Outage Rectified</h2>However, as of 8.30 A.M., the company’s support system indicated that the outage has been resolved.&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> inched 0.2% higher in Wednesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;In the recent first-quarter (Q1) results, Apple said its Services division, which includes Apple TV, recorded a 14% year-on-year revenue growth to $30 billion.&nbsp;The iPhone maker’s Q1 revenue of $143.8 billion and earnings per share of $2.84 both exceeded the analysts’ consensus estimate of $138.22 billion and $2.67, respectively, according to Fiscal AI data. Apple’s China sales jumped about 38% year-on-year to $25.5 billion in Q1.&nbsp;<h2 class="st-heading-2">Rising Competition From AI</h2>According to a Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/the-ai-boom-is-coming-for-apples-profit-margins-4774013d?st&amp;#61;Rjz4h4&amp;reflink&amp;#61;desktopwebshare_permalink">report</a>, Apple is facing growing pressure in its supply chain as artificial intelligence companies increasingly outbid the tech giant for critical components.&nbsp;This shift threatens Apple’s long-standing advantage in securing chips, memory, and other specialized materials for iPhones and other devices. Suppliers traditionally reliant on Apple’s massive orders are now leveraging lucrative contracts from AI leaders like Nvidia (NVDA), Alphabet (GOOGL), and Microsoft (MSFT), pushing prices higher, cited the report.&nbsp;AAPL stock has gained over 15% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/congress-eyes-export-import-bank-expansion-to-bolster-trump-mineral-reserve-plan-report/cZbjGygR4ZY">Congress Eyes $205 Billion Export-Import Bank Expansion To Bolster Trump’s Mineral Reserve Plan: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 A photo illustration of an Online streaming service Apple TV logo.

Apple Reports Temporary Outage Across Apple TV, iTunes Services

The disruption affected streaming and media purchases, according to Apple’s support status page.

<ul class="summary-bullets"><li>The simulation environment runs Cyngn’s autonomy stack, mission planning tools, and telematics as if the vehicles were operating in a live facility.</li><li>As part of the initiative, Cyngn has contributed a detailed model of heavy industrial vehicles to the Isaac Sim framework.</li><li>Cyngn plans to use the Isaac Sim environment for ongoing development, customer demonstrations, and early-stage operator training.</li></ul>Cyngn Inc. (CYN) stock surged on Tuesday after the company said it is advancing its autonomous vehicle technology through a new partnership with Nvidia (NVDA), using the latter’s Isaac Sim platform to create a high-fidelity digital warehouse for testing and refining its automation software.&nbsp;This virtual setup allows Cyngn to simulate real-world warehouse operations at scale, a task that would be difficult to replicate physically.<h2 class="st-heading-2">What Is The Isaac Sim Environment?</h2>The simulation environment runs Cyngn’s autonomy stack, mission planning tools, and telematics as if the vehicles were operating in a live facility, enabling evaluation of larger fleets and more intricate operational scenarios.&nbsp;<a href="https://stocktwits.com/symbol/CYN">Cyngn stock</a> traded over 28% higher in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;As part of the initiative, Cyngn has contributed a detailed model of heavy industrial vehicles to the Isaac Sim framework. This model reflects the vehicles’ real-world dynamics and is intended to enhance the accuracy of simulations.<h2 class="st-heading-2">What Are The Applications And Future Plans?</h2>Cyngn plans to use the Isaac Sim environment for ongoing development, customer demonstrations, and early-stage operator training. The company is also exploring ways to collaborate with current partners whose operational spaces are replicated inside the simulation, providing a bridge between virtual testing and live deployment.<blockquote>"By using NVIDIA Isaac Sim to run our autonomy and fleet software in realistic, full-scale environments, we can validate new forklift use cases faster, reduce development risk, and shorten the timeline from concept to commercial deployment.”-Felix Singh, VP of Engineering Services, Cyngn</blockquote>Based in Mountain View, California, Cyngn develops autonomous vehicle technology for industrial applications. In late January, the company announced that orders for its autonomous DriveMod Tuggers in 2025 were roughly three times those in 2024, reflecting increased enterprise adoption.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/disney-josh-d-amaro-ceo-dana-walden-chief-creative-officer/cZbiuxFR4mc">Disney Names Josh D’Amaro CEO, Dana Walden Becomes Chief Creative Officer</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Cyngn logo is seen displayed on a smartphone screen.

CYN Stock Is Surging Pre-Market — What's The Nvidia Connection?

Cyngn teams up with Nvidia to develop a simulation environment of a high-fidelity digital warehouse for testing and refining its automation software. 

<ul class="summary-bullets"><li>Dan Ives said future investor enthusiasm will likely depend on Apple bringing in revenue opportunities from AI-powered subscriptions.</li><li>Ives said rising memory costs could lead Apple to increase iPhone 18 prices by $100 to $150.</li><li>The iPhone maker’s Q1 revenue of $143.8 billion and earnings per share of $2.84 both exceeded Street estimates.</li></ul>Dan Ives, managing director at Wedbush Securities, reportedly said that artificial intelligence will be a central focus for Apple Inc. (AAPL) in 2026 and that the company may raise iPhone 18 prices by $100 to $150.The tech giant’s first-quarter (Q1) financial results have sparked discussions about potential strategic shifts, including AI monetization and product pricing adjustments.<h2 class="st-heading-2">AI Strategy Takes Center Stage</h2>Speaking to Bloomberg TV on Friday, Ives noted that Apple’s next narrative will revolve around monetizing AI across its ecosystem of 2.5 billion iOS devices. While hardware growth remains heavily dependent on the iPhone, future investor enthusiasm will likely depend on Apple bringing in revenue opportunities from AI-powered subscriptions and services.&nbsp;<blockquote>“And I think now it's really about showing how they're going to monetize on AI.”-Dan Ives,&nbsp;Managing Director, Wedbush Securities</blockquote><a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> traded over 1% lower on Friday morning. On Stocktwits, retail sentiment for the stock shifted from ‘extremely bullish’ to ‘bullish’ the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_30_103448_png_aebff8f67f.webp" alt="AAPL’s Sentiment Meter and Message Volume as of 10:30 a.m. ET on Jan. 30, 2026 | Source: Stocktwits" width="927" height="104"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 10:30 a.m. ET on Jan. 30, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a 566% increase in retail messages over the past 24 hours as of Friday morning.&nbsp;<h2 class="st-heading-2">Pricing Pressure On iPhones&nbsp;</h2>Ives said that rising memory and component costs might lead Apple to raise the iPhone 18's price by $100 to $150. He added that these increases are unlikely to hurt margins but will be important for offsetting higher costs. The stock’s recent performance reflects investor focus on AI rather than short-term hardware profitability.“The hearts and lungs of Apple are always going to be iPhone”, said Ives.&nbsp;&nbsp;The iPhone maker’s Q1 revenue of $143.8 billion and earnings per share of $2.84 both exceeded the analysts’ consensus estimate of $138.22 billion and $2.67, respectively, according to Fiscal AI data. Apple’s China sales jumped about 38% year-on-year to $25.5 billion in the first quarter.&nbsp;Commenting on the performance, Goldman Sachs said chip supply constraints could push back some future iPhone launches to spring 2027, according to TheFly. Apple’s profit margins hit record levels as spending increased on AI and new products, which support long-term growth, the firm added.&nbsp;AAPL stock has gained over 7% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/deck-stock-jumps-wall-street-mixed-on-q3-earnings-retail-goes-contrarian/cmySZGfR4S9">DECK Stock Jumps 11% – Wall Street Mixed On Q3 Earnings, Retail Goes Contrarian</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 Says AI Will Drive Apple’s 2026 Story As iPhone Price Hikes Linger: Report

Speaking to Bloomberg TV on Friday, Ives noted that Apple’s next narrative will revolve around monetizing AI across its ecosystem of 2.5 billion iOS devices. 

Current Price	$132.08
Prev Close	$135.17
Open	$132.00
Dividend Yield	N/A
50-Day Moving Average	$112.80
Beta	N/A
Avg. Volume	198,438.82
PE Ratio	N/A

52-Week High	$135.70
52-Week Low	$82.11
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
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