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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors digest a massive 27 billion dollar AI infrastructure deal with Meta, paired with analyst price target hikes and ongoing support from Nvidia. While some market participants are expressing concerns over share dilution and debt financing, the broader community remains heavily focused on the company's rapid scaling and its positioning as a key player in the AI compute sector.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is currently trending as investors weigh recent progress on a Nuclear Regulatory Commission materials license for its subsidiary against anticipation for the upcoming earnings report. The community remains divided, with some bulls highlighting the potential for nuclear energy to meet AI-driven power demand, while others express concerns over the company's pre-revenue status and recent insider share activity.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is experiencing significant retail momentum fueled by strong interest in its AI-driven real estate platform and optimism surrounding housing affordability legislation. Shareholders are actively debating the potential for a short squeeze, balancing excitement over the company's long-term transformation against concerns about broader market volatility and geopolitical pressures.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology is experiencing heightened volatility and community debate as investors weigh the company's strong revenue growth against broader market concerns regarding AI infrastructure spending and the copper versus optical interconnect narrative. While the stock has faced sharp pullbacks, bulls are highlighting its record-breaking revenue figures and critical role in server rack connectivity, leading to significant ongoing discussions about potential institutional accumulation and the stock's future trajectory ahead of upcoming earnings.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is experiencing significant market interest following a major expansion into autonomous robotaxi fleets through new partnerships with companies like Zoox and Nvidia. The community is actively debating the company's long-term pivot toward an 'asset-right' infrastructure model, with many investors weighing the potential of these high-tech collaborations against broader concerns regarding the stock's recent volatility and competition.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital is currently trending as investors speculate on a high-profile tenant announcement following the appointment of a new CFO with significant data center financing experience. While the community remains divided between those anticipating a major parabolic move based on upcoming project updates and those expressing frustration over delays in firm tenant news, active traders are closely monitoring volume spikes and momentum rotations.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is capturing massive investor attention following the GTC event where CEO Jensen Huang announced a significant multi-year revenue opportunity driven by surging demand for Blackwell and Vera Rubin AI platforms. The community remains deeply divided, with many bullish investors highlighting the stock's role as the engine of a global AI infrastructure buildout, while others express frustration over persistent price consolidation and the influence of institutional hedging strategies.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

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 following news that the company is in talks to sell 500 737 MAX jets to China, a move the community is closely debating alongside ongoing defense contract headlines. While bulls are focused on the potential for stabilization and massive order backlogs, skeptics remain wary of production constraints and historical volatility.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently trading in a tight consolidation range as investors monitor the company's progress on its Neutron rocket and backlog conversion, while anticipation builds for a broader industry re-rating tied to the upcoming SpaceX IPO. The community remains focused on the firm's expanding defense contracts and frequent launch cadence, often comparing it to a space-based "Uber" that serves as a key player in satellite deployment and national security.

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<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. 

Equity

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. 

Should You Bet on Apple's iPhone-Driven Q1 Earnings? ETFs in Focus

Apple beat Q1 estimates as iPhone demand surged 23%. Strong China and India growth offset supply constraints and rising AI-driven cost pressures.

<ul class="summary-bullets"><li>Barclays raised Apple’s price target to $239, still implying a 7% downside from Thursday’s close.&nbsp;</li><li>The firm cited potential headwinds emerging from volatile memory chip market dynamics and the possibility of corrections in China’s broader tech sector.</li><li>The iPhone maker’s Q1 revenue of $143.8 billion and earnings per share of $2.84 both exceeded Street estimates.&nbsp;</li></ul>Barclays lifted its price target on Apple Inc. (AAPL) to $239 from $230 while maintaining an ‘Underweight’ rating on the stock, signaling that the firm still sees more potential downside than upside in the near term. The revised price target still implies a potential 7% downside to the stock’s closing price as of Thursday, according to TheFly.&nbsp;&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> inched over 0.4% higher in Friday’s premarket.&nbsp;<h2 class="st-heading-2">Analyst Rationale&nbsp;</h2>Barclays stated that Apple’s fiscal first-quarter (Q1) results showed robust iPhone sales, with particularly strong performance in Greater China. That region’s rebound has been a focal point for industry watchers, and its contribution helped lift expectations for the revenue outlook in the current quarter.According to the firm, Apple has raised its fiscal second-quarter revenue and gross margin guidance above prior projections. However, Barclays flagged ongoing supply constraints that continue to limit the potential upside in iPhone shipments, even as consumer interest remains solid.<h2 class="st-heading-2">Risk Factors</h2>Barclays also underscored mounting risks for Apple’s stock performance. They cited potential headwinds emerging from volatile memory chip market dynamics, the possibility of corrections in China’s broader tech sector, and intensifying regulatory and competitive pressures as areas of concern for future growth.In the wake of rising memory costs, a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/apple-prioritize-premium-iphone-launches-2026-nikkei-asia-reports-2026-01-30/">report</a> said Apple is focusing first on manufacturing and shipping its three most expensive iPhone models for 2026, while pushing back the launch of its standard version.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">What Are Stocktwits Users Saying</h2>Contrary to Barclays, on Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume also 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_054719_png_8007c34d8b.webp" alt="AAPL’s Sentiment Meter and Message Volume as of 05:35 a.m. ET on Jan. 30, 2026 | Source: Stocktwits" width="933" height="105"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 05:35 a.m. ET on Jan. 30, 2026 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user said Apple, with its large consumer base, is moving closer to monetizing AI.&nbsp;<stembedurl>https://stocktwits.com/EcoStonk/message/643402135</stembedurl>AAPL stock has gained over 8% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bruised-opendoor-retail-traders-pin-hopes-on-trump-s-next-fed-chair-pick-while-ceo-focuses-on-internal-metrics/cmySWhER41H">Bruised Opendoor Retail Traders Pin Hopes On Trump's Next Fed Chair Pick While CEO Focuses On ‘Internal Metrics’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An Apple logo is displayed outside their store at Fashion Valley, an upscale shopping mall on December 10, 2025, in San Diego, CA. 

Why Is Barclays Still Underweight On Apple Despite Strong Q1 Earnings? 

Barclays flagged ongoing supply constraints that continue to limit the potential upside in iPhone shipments.

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