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Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is currently trending as investors react to a powerful shareholder letter from CEO Andy Jassy, which highlighted massive revenue run rates for AWS AI and custom chip divisions. The stock is seeing significant institutional buying and call-side momentum as the community debates Amazon's evolving role from an e-commerce giant into a vertically integrated AI and satellite infrastructure powerhouse.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

Bitmine Immersion Technologies is trending as investors react to the company's recent NYSE uplisting, a significantly expanded share repurchase authorization, and aggressive Ethereum accumulation. While some community members remain skeptical of management's dilution strategy and historical performance, others view the stock as a discounted institutional play on Ethereum staking and broader crypto-macro tailwinds.

High Roller Technologies, Inc. is an evolving and growth-oriented iCasino and entertainment company, which engages in the business of operating an online gaming business offering casino betting games to customers. The firm also offers a wide range of games including many that are available in land-based casinos, such as blackjack, roulette, baccarat, poker, and slot machines. The company was founded by Michael Alexander Cribari and Brandon Christopher Eachus on December 21, 2021 and is headquartered in Las Vegas, NV.

High Roller Technologies Inc.

High Roller Technologies Inc

High Roller Technologies (ROLR) is experiencing significant volatility and trading volume following the formal execution of a definitive agreement with Crypto.com/us to enter the U.S. prediction markets sector. While retail sentiment is intensely focused on a potential low-float short squeeze, traders are debating the stock's long-term valuation versus the risk of dilution and the potential for a repeat of previous speculative cycles.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is facing significant volatility as investors debate the impact of its new usage-based pricing model, which has sparked backlash among power users and raised concerns about potential growth deceleration. Meanwhile, community discussions are sharply divided between bulls citing strong enterprise retention and AI-driven potential, and bears highlighting insider selling, increased share supply, and competitive threats from Google's AI design tools.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending as investors aggressively buy the dip following a sharp price drop, fueled by community speculation that Amazon's acquisition of Globalstar validates the direct-to-device satellite sector rather than signaling a competitive threat. Sentiment remains overwhelmingly bullish as the community focuses on the upcoming BlueBird 7 satellite launch, viewing recent volatility as a strategic opportunity to accumulate shares before potential institutional breakthroughs.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is facing intense downward pressure driven by market fears that generative AI tools from competitors like Anthropic will disrupt its enterprise software moat. While some in the community see the stock as a deeply undervalued cash-flow machine ripe for a rebound, others are aggressively shorting the shares, citing a lack of management vision and persistent bearish sentiment across the entire software sector.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is currently trending as the market evaluates its role in powering energy-intensive AI data centers amid broader concerns over grid reliability. Investors are actively debating the sustainability of its recent parabolic run, with community sentiment split between high-conviction bulls pointing to institutional partnerships and cautious traders calling for a correction after significant volatility.

Globalstar, Inc. engages in the provision of mobile satellite services. It offers voice and data communications services to the following markets: recreation and personal, government, public safety and disaster relief, oil and gas, maritime and fishing, natural resources, mining, and forestry, construction, utilities, and transportation. The company was founded in November 2003 and is headquartered in Covington, LA.

Globalstar Inc.

Globalstar is experiencing intense market activity as reports of Amazon engaging in advanced acquisition talks have sparked a massive surge in investor interest and speculative bidding war scenarios. The community is focused on the strategic value of the company's L-band and S-band spectrum assets, with long-term shareholders debating the potential for a significant premium above recent valuation reports.

Talon Metals Corp. engages in the exploration and development of mineral properties. It holds interests in the Tamarack nickel-copper-cobalt and Trairão iron projects. The company was founded on April 5, 2005 and is headquartered in Road Town, British Virgin Islands.

Talon Metals Corp

Talon Metals is attracting significant attention as investors monitor its progress toward domestic critical mineral production and potential funding support for its Tamarack project. The community remains focused on upcoming permitting milestones, the company's strategic role in U.S. defense and EV supply chains, and the potential for a major re-rating as these catalysts materialize.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is seeing a significant spike in trading volume and bullish sentiment as retail investors pile into the stock, fueled by comparisons to other rallying companies in the photonics sector and strong option activity. The community is actively dismissing a recent short report as a manipulative tactic, with many investors viewing the current price movement as a potential gamma squeeze and a prime entry point for long-term positions.

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<ul class="summary-bullets"><li>Counterpoint Research said global smartphone shipments fell 6% year over year in the first quarter.</li><li>The shipments were strained by the limited availability of critical memory components, and weakened consumer demand was shaped by geopolitical uncertainty.</li><li>In Q1, Apple captured a 21% market share while expanding shipments by 5% compared to a year earlier.</li></ul>Apple Inc. (AAPL) took the lead in smartphone shipments for the first time ever in the first quarter, even as giants like Samsung and Xiaomi retreated under the weight of a global memory crunch.According to data from Counterpoint Research, the global smartphone industry opened 2026 on a weaker footing, as shipments fell amid supply disruptions and cautious consumer spending.&nbsp;<h2 class="st-heading-2">Apple Takes The Lead</h2>Worldwide smartphone shipments dropped 6% year over year in the first quarter, pressured by shortages of key memory components and a subdued buying environment influenced by geopolitical tensions, the research firm said.Manufacturers grappled with higher memory component costs and uneven demand, leading to adjustments across product lines and launch timelines.&nbsp;However, Apple has climbed to the top global position in Q1, capturing a 21% market share while expanding shipments by 5% compared to a year earlier. Strong demand for its latest iPhone lineup, combined with efficient supply chain management, helped the company navigate component shortages better than competitors, said the firm. Growth in major Asian markets, including China and India, further strengthened its position.<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> inched 0.6% higher in Friday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_10_064912_png_bf51a3096d.webp" alt="AAPL’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Apr.10, 2026 | Source: Stocktwits" width="929" height="101"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Apr.10, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Global Brands Under Pressure</h2>Samsung Electronics Co. slipped to second place with a 20% share after shipments declined 6% from a year earlier.Xiaomi held onto third place but recorded the steepest drop of 13% YoY among leading brands, with shipments falling due to its reliance on budget-conscious consumers. Meanwhile, OPPO and vivo maintained fourth and fifth positions, respectively, with relatively modest declines as they leaned on mid-range and premium segments to stabilize performance.<blockquote>“This decline in shipments is primarily driven by memory players prioritizing AI data centers over consumer electronics, leaving OEMs with compressed margins and forcing them to pass increased Bills of Material (BOM) costs directly to the consumer.”-Shilpi Jain, Senior Analyst, Counterpoint Research&nbsp;</blockquote>Jain added that limited component availability, combined with rising energy and transportation costs and economic unease linked to Middle East tensions, dampened consumer appetite for new devices, driving up interest in refurbished options and putting additional pressure on shipment volumes.AAPL stock has declined by over 4% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/eose-stock-jumped-explosive-revenue-guidance-record-shipments-battery-production/cZJW7hCRIs2">EOSE Stock Jumped 18% Today – Investors Cheer Explosive Revenue Guidance, Record Shipments And Expanding Battery Production</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Consumers are experiencing the iPhone 17 Standard Edition in an Apple smart home store in Shanghai, China on March 24, 2026. 

Apple Outperforms In Tough Q1 Even As Memory Crunch Drags Global Smartphone Shipments

Strong interest in its newest iPhone models, along with efficient supply operations, enabled the company to handle component constraints more effectively than its rivals.

Equity

Strong interest in its newest iPhone models, along with efficient supply operations, enabled the company to handle component constraints more effectively than its rivals.


<ul class="summary-bullets"><li>UBS maintained its Services growth outlook at about 14.4% year-on-year.&nbsp;</li><li>The firm reaffirmed a ‘Neutral’ rating on Apple, and kept a $280 price target, signaling cautious optimism.</li><li>Retail traders on Stocktwits expressed bullish sentiment, with some users describing the dip as a potential buying opportunity.</li></ul>Apple Inc. (AAPL) is drawing investors’ attention on Tuesday as UBS' analysis showed modest growth in App Store revenue in the first quarter of 2026 and is reportedly facing a setback&nbsp;in developing its first foldable iPhone.&nbsp;UBS analysts reported that their examination of App Store activity suggested overall growth landed near 7% year-on-year in the first quarter (Q1), though domestic trends remained muted.&nbsp;<h2 class="st-heading-2">UBS Maintains Neutral Outlook&nbsp;</h2>However, UBS held its outlook for Services growth steady at approximately 14.4% YoY for the same period, according to TheFly. The firm reaffirmed a ‘Neutral’ rating on Apple and retained a $280 price target, signaling cautious optimism.The stock currently trades near $248, placing its market capitalization at around $3.61 trillion.&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> traded over 3% lower on Tuesday afternoon.&nbsp;<h2 class="st-heading-2">Engineering Challenges In Foldable iPhone</h2>According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/apples-foldable-iphone-encounters-engineering-snags-faces-potential-shipment-2026-04-07/">report</a>, Apple is facing technical&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-s-double-whammy-this-week-foldable-i-phone-delays-and-chinese-ai-patent-setback-but-retail-stays-bullish/cZJJ1CmRIpG">obstacles</a> in the early engineering tests of its first foldable iPhone, potentially pushing back production timelines and initial shipments.&nbsp;However, a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-04-07/apple-s-foldable-iphone-remains-on-track-for-september-debut">report</a> confirmed that the device remains on schedule despite concerns about engineering hurdles. Apple plans to unveil the foldable iPhone in September, alongside the iPhone 18 Pro and Pro Max.<h2 class="st-heading-2">How Did Retail Traders React?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_07_121353_png_f05e43ab38.webp" alt="AAPL’s Sentiment Meter and Message Volume as of 12:00 p.m. ET on Apr.7, 2026 | Source: Stocktwits" width="932" height="102"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 12:00 p.m. ET on Apr.7, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a 210% surge in user messages over a 24-hour period as of Tuesday morning.&nbsp;A Stocktwits user said the market is ‘overreacting’ to the foldable iPhone delay.&nbsp;<stembedurl>https://stocktwits.com/Scatterbrained/message/649590342</stembedurl>Another user said the dip is a great opportunity to buy the stock.&nbsp;<stembedurl>https://stocktwits.com/MomchilB/message/649588777</stembedurl>AAPL stock has declined by over 8% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-repositions-as-foundry-powerhouse-with-space-x-and-tesla-s-terafab-deal-retail-cheers-the-move/cZJJuD5RIpA">Intel Repositions As Foundry Powerhouse With SpaceX And Tesla’s Terafab Deal: Retail Cheers The Move</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An Apple logo is displayed outside their store in San Diego, CA. 

AAPL Stock Slides As iPhone-Maker Faces Modest App Store Growth In Q1 – Retail Says ‘Great Opportunity’ To Buy More

UBS analysts indicated that their review of App Store data showed an overall year-over-year growth of about 7% in the first quarter.

<ul class="summary-bullets"><li>Goldman Sachs said that despite recent market corrections, technology companies show resilient fundamentals.</li><li>Historic underperformance has created a valuation reset, narrowing the gap between U.S. and global equities.</li><li>Market skepticism around AI disruption and rising capital expenditures has overly punished leading software and cloud companies.</li></ul>U.S. technology stocks are reportedly entering a rare window of opportunity after a prolonged stretch of underperformance, according to a fresh assessment from Goldman Sachs.&nbsp;According to a Marketwatch&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.marketwatch.com/story/a-generational-buying-opportunity-has-opened-up-for-u-s-tech-stocks-says-goldman-sachs-df565a1c?mod=dist_amp_social&amp;link=sfmw_tw">report</a>, the firm suggests that a combination of strong earnings and declining valuations has created an unusually attractive setup for investors willing to re-enter the sector.<h2 class="st-heading-2">Historic Underperformance Creates Entry Point</h2>Peter Oppenheimer at Goldman Sachs explained that tech stocks are now trading at levels not seen in decades relative to the broader market. Despite recent corrections, the sector’s earnings resilience stands out, creating a potential mismatch between price and performance.The iShares US Technology ETF (<a href="https://stocktwits.com/symbol/IYW">IYW</a>), which tracks tech companies, has declined by more than 6% year to date.&nbsp;At the time of writing, retail sentiment around the ETF remained in ‘neutral’ territory on Stocktwits.&nbsp;Goldman analysts note that technology stocks are experiencing their weakest relative returns in roughly half a century, the report said. As capital has rotated into sectors such as energy, industrials, and healthcare, tech valuations have reset significantly.&nbsp;This shift has narrowed the gap between U.S. equities and global markets, reversing years of premium pricing tied to American market dominance.<h2 class="st-heading-2">Strong Fundamentals Despite Market Concerns</h2>Concerns surrounding artificial intelligence disruption and rising capital expenditures have weighed on sentiment, particularly for large-scale cloud providers. However, Goldman points out that returns on equity remain strong, and earnings revisions continue to outperform other industries.&nbsp;According to the report, the firm suggested that prolonged instability may dampen economic growth expectations and limit interest rate increases, conditions that often favor technology companies due to their relatively stable cash flows.In February, Dan Ives, Wedbush Securities’ Managing Director, had said the selloff in software stocks had gone too far, noting that leading companies were unfairly impacted and dismissing suggestions that their underlying business models are flawed.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/this-space-stock-has-jumped-in-a-year-but-analyst-sees-solid-upside/cZJJoR3RIpQ">This Space Stock Has Jumped Over 300% In A Year – But Analyst Sees ‘Solid Upside’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a US flag is displayed on a smartphone and stock market prices in the background. (Photo Illustration by Romain Doucelin/SOPA Images/LightRocket via Getty Images)

Goldman Sachs Reportedly Flags Rare Buying Opportunity In Beaten-Down US Tech Stocks

According to a MarketWatch report, the firm says strong earnings and lower valuations have created an attractive re-entry point for investors.

Defense ETFs Likely to Rally as Trump Plans Spending Boost

Rising geopolitical tensions and Trump's defense push are fueling a long-term rearmament trend. One can explore ETFs to benefit from this outlook.

<ul class="summary-bullets"><li>Goldman Sachs says rising demand for advanced computing power in specialized industries continues to strengthen Nvidia’s growth prospects.</li><li>Strategic partnerships with biotech firms are emerging as a major catalyst, enabling Nvidia to test and refine its AI models in real-world lab settings.</li><li>Nvidia’s investment in Recursion Pharmaceuticals highlights tangible AI-driven efficiencies.</li></ul>Goldman Sachs reportedly sees momentum for Nvidia Corp. (NVDA) as healthcare and life sciences companies accelerate their adoption of artificial intelligence.The firm stated that expanding use cases in drug development and clinical research may unlock meaningful upside for the semiconductor leader.<h2 class="st-heading-2">Healthcare Partnerships To Drive Nvidia Growth</h2>According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/31/goldman-is-betting-nvidia-will-get-a-boost-from-health-care-as-industry-builds-out-ai-capabilities-.html">report</a>, Goldman Sachs reiterated its ‘Buy’ rating on Nvidia, assigning a price target of $250, implying a potential 51% upside from the stock’s closing price on Monday, as analysts point to growing demand for AI-driven computing across specialized industries.Analyst Salveen Richter highlighted Nvidia’s collaborations with biotech and life sciences firms as a key growth engine. By working directly with these companies, Nvidia can validate its AI models in laboratory environments while expanding applications in areas such as digital health records, automation, and manufacturing.&nbsp;The company is also advancing “digital twin” simulations, which replicate real-world processes to enhance efficiency and reduce costs, Salveen added.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> traded over 3% higher on Tuesday mid-morning. However, on Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_31_115300_png_9d8d5a958c.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 12:00 p.m. ET on Mar. 31, 2026 | Source: Stocktwits" width="944" height="114"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 12:00 p.m. ET on Mar. 31, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Recursion Collaboration Shows Results</h2>Nvidia’s 2023 investment in Recursion Pharmaceuticals Inc. (RXRX) continues to demonstrate the potential of AI in drug discovery.&nbsp;The biotech firm reported that its technology platform enables researchers to dramatically reduce the number of compounds synthesized while also shortening the timeline to begin human testing. Processes that once took years can now move forward in a fraction of the time, Goldman Sachs noted.According to the report, Recursion executives also emphasized how machine learning improves clinical trial design. The technology helps identify suitable patient groups, streamline data analysis, and enhance recruitment efforts.&nbsp;NVDA stock has declined by over 8% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mrvl-stock-rallies-nvidia-investment-ai-infrastructure-partnership/cZEPvgNRIVg">MRVL Stock Rallies On $2B Nvidia Investment, AI Infrastructure Partnership</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A close-up of a printed circuit board is seen with the Nvidia logo displayed on a screen in the background. (Photo by Nikos Pekiaridis/NurPhoto via Getty Images)

Nvidia’s Expanding Role In AI-Driven Drug Discovery, Clinical Research Could Fuel Growth, Says Goldman Sachs

Goldman Sachs maintained its ‘Buy’ recommendation on Nvidia and set a $250 price target, indicating roughly 51% potential upside from Monday’s closing level.

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>The AI framework also calls on Congress to ensure that residential ratepayers do not experience increased electricity costs as a result of new AI data center construction and operation.</li><li>This would be in accordance with the Ratepayer Protection Pledge announced earlier this month.</li><li>President Donald Trump had called on hyperscalers and AI companies to build, bring in, or buy all the energy needed to build and operate data centers, paying the full cost of their energy and infrastructure.</li></ul>The Trump administration on Friday unveiled a comprehensive AI framework aimed at consolidating federal regulations, while urging Congress to overrule “undue burdens” imposed by state laws.“The Trump Administration is committed to winning the AI race to usher in a new era of human flourishing, economic competitiveness, and national security for the American people,” the White House stated, adding that achieving these goals requires a framework that enables American industry to innovate and thrive, while allowing Americans to benefit from this technology.The six-pronged approach taken by the Trump administration in the AI framework centers on protecting children, communities, intellectual property rights, and free speech, while enabling innovation and developing an AI-ready workforce.“This framework can succeed only if it is applied uniformly across the United States. A patchwork of conflicting state laws would undermine American innovation and our ability to lead in the global AI race,” the White House stated.<h2 class="st-heading-2">AI Framework Calls For Keeping Power Prices In Check</h2>The AI framework also calls on Congress to ensure that residential ratepayers do not experience increased electricity costs as a result of new AI data center construction and operation.This would be in accordance with the Ratepayer Protection Pledge announced earlier this month. President Donald Trump had called on hyperscalers and AI companies to build, bring in, or buy all the energy needed to build and operate data centers, paying the full cost of their energy and infrastructure.<h2 class="st-heading-2">White House Wants To Codify AI Framework Into Law In 2026, Says Kratsios</h2>White House Office of Science and Technology Policy Director Michael Kratsios said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.foxnews.com/politics/white-house-unveils-its-first-federal-ai-framework-pushes-congress-act-this-year">interview</a> with Fox News that the Trump administration wants to codify the AI framework into law this year.“This year. As fast as we can. Congress has a lot of priorities they’re trying to make happen, but we believe this can receive bipartisan support,” he said.White House’s AI and crypto czar David Sacks stated that the AI framework is in response to a growing patchwork of different regulatory guidelines being announced by states.At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) was down 1.11%; the&nbsp;<a href="https://stocktwits.com/symbol/IYW">iShares U.S. Technology ETF (IYW)</a> declined 1.4%, and the&nbsp;<a href="https://stocktwits.com/symbol/FTEC">Fidelity MSCI Information Technology Index ETF (FTEC)</a> was down 1.37%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/umac-stock-falling-today-unusual-machines-pricing-of-public-offering/cZ3XATQRILi">Why Is UMAC Stock Down 9% In Today’s Pre-Market?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

President Trump signed executive orders which included the renaming of the Department of Defense to the Department of War. (Photo by Kevin Dietsch/Getty Images)

Trump Administration’s AI Framework Calls On Congress To Overrule 'Undue Burdens' Imposed By State Laws

The AI framework is centered on protecting children and communities, intellectual property rights, and free speech, while enabling innovation and developing an AI-ready workforce.

South Korea's $350B U.S. Investment Pledge: ETFs That Could Gain

South Korea's $350B U.S. investment pledge could lift the country's export momentum while boosting key U.S. sectors. Here are some ETFs that may benefit.

<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. 

<ul class="summary-bullets"><li>Microvision’s Q4 revenue slumped 88% year-on-year to $0.2 million with a loss per share of $0.12.</li><li>D. Boral Capital analyst Jesse Sobelson downgraded MicroVision to ‘Hold’ from ‘Buy’.</li><li>The analyst said the results underscore ongoing uncertainty around near-term sales growth and continued spending pressures.&nbsp;</li></ul>MicroVision Inc. (MVIS) saw its outlook turn more cautious on Wall Street after D. Boral Capital’s downgrade raised concerns about the company’s financial trajectory and uncertain revenue prospects.&nbsp;The shift follows the firm’s fourth-quarter (Q4) results. Microvision’s Q4 revenue slumped 88% year-on-year (YoY) to $0.2 million with a loss per share (EPS) of $0.12. Both revenue and EPS missed the analysts’ consensus estimates of $3 million and a loss per share of $0.05, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Concerns Around Revenue Visibility</h2>D. Boral Capital analyst Jesse Sobelson downgraded MicroVision to ‘Hold’ from ‘Buy’ after reviewing the company’s Q4 performance and financial outlook. The analyst said the results underscore ongoing uncertainty around near-term sales growth and continued spending pressures.&nbsp;Sobelson said the company currently provides limited clarity about when meaningful revenue growth might materialize. While MicroVision has positioned its technology for potential applications in advanced sensing and automotive systems, the analyst suggested that tangible commercial traction has yet to fully emerge.<a href="https://stocktwits.com/symbol/MVIS/news">MicroVision stock</a> traded over 19% lower at noon Thursday. On Stocktwits, retail sentiment around the stock shifted to ‘neutral’ from ‘bearish’ territory the previous day. Message volume changed to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_05_121054_png_4dd819fb08.webp" alt="MVIS’s Sentiment Meter and Message Volume as of 12:00 p.m. ET on Mar. 5, 2026 | Source: Stocktwits" width="929" height="102"></figure><h2 class="st-heading-2">Financial Performance And Liquidity</h2>The company recorded a quarterly net loss of $37.8 million, including significant non-cash impairment and inventory charges. By comparison, the loss for the prior-year quarter stood at $31.2 million.&nbsp;The lidar developer outlined a series of operational initiatives, including early product shipments, new technology integration, and plans to streamline costs as it prepares for future growth.MicroVision ended the year with approximately $74.8 million in cash and investment securities. In February 2026, the company further strengthened its balance sheet by issuing $43 million in senior secured convertible notes under an agreement with High Trail Capital.MVIS stock has declined by more than 53% over the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/paramount-skydance-ceo-david-ellison-says-wbd-deal-positions-it-to-compete-more-effectively-globally-report/cZdQDDQRI3k">Paramount Skydance CEO David Ellison Says WBD Deal Positions It To Compete More Effectively Globally: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

MVIS Plummets Over 20%: D. Boral Capital Downgrades The Stock Citing Revenue Uncertainty And Wider Q4 Loss

Analyst Jesse Sobelson said the company currently provides limited clarity about when meaningful revenue growth might materialize.

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