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

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is seeing intense trading activity ahead of earnings as investors weigh record-breaking revenue expectations against broader software sector volatility. Community sentiment remains polarized, with bulls betting on sustained AI-driven growth and government contract dominance, while bears point to high valuation multiples and the potential for market disappointment despite strong performance.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is facing significant downward pressure as investors express widespread skepticism and frustration following an antagonistic media interview where leadership offered few details on the proposed acquisition of eBay. The community remains polarized, with vocal critics highlighting concerns over potential share dilution and the CEO's confrontational communication style, while dedicated supporters argue the move is a strategic long-term play aimed at shaking out short sellers.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is trending as investors debate whether the recent sell-off and current valuation present an asymmetric buying opportunity or a long-term decline due to the perceived threat of AI disruption. The community is sharply divided, with bulls highlighting the company's strong fundamentals, cash position, and buyback program, while bears argue that generative AI will render the platform obsolete and lead to further downside.

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

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest shares are facing significant downward pressure following an earnings miss driven by reduced ad spending from large retailers concerned about tariff impacts. Despite the sell-off, investors remain heavily divided, with some highlighting the company's strong cash position and user growth as a long-term value opportunity, while others express frustration with leadership and search for potential buyout catalysts.

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

SKK Holdings Ltd. - Ordinary Shares - Class A

SKK Holdings Ltd

SKK Holdings is trending following the announcement of a definitive asset purchase agreement to acquire Rantizo drone assets in a multi-million dollar deal. The community is actively debating the stock's massive volatility and low float, with many traders engaged in intense speculation over whether this is a legitimate short squeeze opportunity or a classic pump-and-dump cycle.

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

ARB IOT Group Ltd

ARB IOT Group is experiencing significant community-driven hype as traders monitor its low float and frequent trading halts, sparking intense discussions about a potential short squeeze. Investors are actively watching for sustained volume to break key resistance levels, with many citing past price volatility as a reason for their bullish sentiment.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

ON Semiconductor Corp.

ON Semiconductor is facing intense scrutiny and volatility following weak quarterly guidance that missed analyst expectations, fueling concerns over slowing demand in the automotive and industrial sectors. Despite institutional support and active buyback programs, the stock remains under heavy pressure as investors grapple with the company's ability to maintain margins amidst broader market rotation and sector-wide headwinds.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. It offers Alpha, Beta, Gamma, and orbital transfer vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 27, 2017 and is headquartered in Cedar Park, TX.

Firefly Aerospace Inc.

Firefly Aerospace is trending due to a combination of strong Q1 earnings results, a significant U.S. Space Force missile defense contract award, and growing investor optimism surrounding its defense-tech narrative. The community is actively debating the stock's valuation, questioning its recent price volatility, and closely monitoring management's long-term growth outlook in the competitive space infrastructure sector.

Julong Holding Ltd. engages in the business of investment holding activities. It provides intelligent integrated solutions to public utilities, enterprises, commercial, and multifamily properties. The company was founded by Jia Qi Hu on August 07, 2023 and is headquartered in Beijing, China.

Julong Holding Ltd. - Ordinary Shares - Class A

Julong Holding Ltd. (JLHL) is trending as retail traders attempt to trigger a massive short squeeze, drawing frequent comparisons to recent low-float, China-based runners that have seen exponential volatility. Community sentiment is hyper-focused on the stock's razor-thin float and high insider ownership, with many participants actively discussing potential sympathy plays and tracking the frequent trading halts.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is gaining market momentum following the unexpected announcement of a warrant distribution for public Class B shareholders, which investors view as a bullish incentive for long-term holding. The community is actively discussing the stock's potential for a significant price correction as traders anticipate upcoming merger votes and earnings reports, while the company continues to aggressively expand its content pipeline.

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Big Tech Bets Big on AI Spending: ETFs to Win 

Big Tech is doubling down on AI, with 2026 capex estimates hitting $725B (per Yahoo Finance). Ride the spending boom with tech, semiconductor and AI-focused ETFs.

Bet on These ETFs as Microsoft's Shares Slip Despite Q3 Earnings Beat

MSFT shares slip despite Q3 earnings beat as heavy AI spending dents sentiment, steering investors toward ETFs for diversified exposure to its cloud growth story.

ETFs to Buy as Microsoft Commits to Invest $18B in Australian AI Industry

Microsoft's $18B Australia AI push boosts its long-term outlook, but ETFs with MSFT exposure may offer a smarter, diversified way to tap the growth story.

Apple's Leadership Change to Boost AI Integration? ETFs in Focus 

Apple enters a new era under John Ternus amid rising AI pressure. Is a hardware-driven AI strategy likely in Ternus-era?

Should You Invest in the iShares U.S. Technology ETF (IYW)?

<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.

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