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Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending amid a sharp intraday reversal, prompting discussions about potential market manipulation and the strength of the AI sector following Nvidia's earnings; traders are actively debating whether this pullback represents a buying opportunity or the start of a deeper correction, with some pointing to possible Yen carry trade issues.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing volatility, sparking debates about a potential market bottom and the influence of large institutional players. Community discussions revolve around whether this dip presents a buying opportunity or signals a deeper correction, with some pointing to macro factors and potential liquidations as drivers. Sentiment is mixed, with bullish and bearish arguments clashing amidst the price swings.

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's stock is trending amid upgrades from analysts, though some community members express concern over valuation relative to competitors and potential interconnect hurdles in the AI sector. Despite strong earnings, the stock experienced a selloff, leading to discussions about a possible short squeeze and whether AI constitutes a bubble.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is experiencing heavy volatility, sparking discussions about a potential market correction and whether dip-buying strategies will continue to pay off. Some community members are pointing to broader macroeconomic concerns and the influence of crypto markets, while others are eyeing key support levels for potential reversals. The conversation highlights uncertainty around near-term market direction.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is trending due to strong Q3 earnings and raised FY26 guidance, sparking bullish sentiment among investors; discussions include the impact of e-commerce growth and a planned move to the Nasdaq. Community members are debating whether Walmart's performance signals broader economic strength or if it's a safe haven during market uncertainty, while also pondering its valuation relative to tech companies.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending downwards, frustrating investors who cite strong deliveries and question the stock's valuation relative to peers. Community members speculate about market manipulation and potential short squeezes while bracing for upcoming earnings. Despite the negative price action, some investors remain optimistic, viewing the current dip as a buying opportunity based on the company's long-term potential.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is trending as the price of Bitcoin fluctuates, impacting MicroStrategy's value as a major BTC holder; the community is closely watching key support levels. Discussions revolve around analyst Tom Lee's commentary and potential short squeezes, with some expressing concerns about solvency and potential liquidation. Recent whale activity and overall market sentiment add to the volatility.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares

Direxion Daily Semiconductor Bull 3X Shares

SOXL is trending as traders assess its volatile movements amidst optimism in the AI sector. Community discussions revolve around dip-buying strategies and potential profit-taking points, especially with upcoming earnings from key semiconductor players like NVDA. The ongoing government shutdown and concerns about AI valuations add to the uncertainty surrounding this leveraged ETF.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is trending following a target price increase from UBS and rising memory prices linked to AI data-center demand, fueling discussions about its growth potential. Community members are weighing the bullish outlook against concerns of an overbought condition after the stock's significant year-to-date gains. Discussions also focus on potential short-term pullbacks versus long-term opportunities in the semiconductor space.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending amidst overall crypto market volatility and the launch of new ETFs, sparking debates on their potential impact. Community discussions revolve around whether XRP can decouple from Bitcoin's influence and the significance of upcoming ISO20022 compliance. Some traders express frustration with price stagnation, while others remain optimistic about long-term utility and institutional adoption.

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<ul class="summary-bullets"><li>The project will roll out in stages, beginning with a 50-megawatt deployment supported by Nvidia hardware.</li><li>xAI’s technology will be paired with Humain’s infrastructure capabilities, and Nvidia will supply the AI chips.&nbsp;</li><li>Jensen Huang said Nvidia is jointly developing supercomputers with Saudi Arabia to simulate quantum systems.</li></ul>Elon Musk announced on Wednesday that xAI and Humain are partnering with Nvidia (NVDA) on a 500-megawatt data center project during the U.S.-Saudi Investment Forum.The effort represents one of the largest joint buildouts yet between Musk’s AI startup and the Saudi-backed company. Musk briefly misstated the figure on stage, calling it a “500-gigawatt” project, before correcting himself and joking about the slip.On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/XAI">xAI</a> – which is not a publicly traded company –&nbsp; trended in ‘bullish’ territory, accompanied by ‘high’ levels of chatter.&nbsp;The initiative will begin with a 50-megawatt first phase, marking the start of the large-scale rollout in renewable energy and AI infrastructure.&nbsp;xAI’s technology will be paired with Humain’s infrastructure capabilities, and Nvidia will supply the AI chips.&nbsp;<h2 class="st-heading-2">Nvidia’s Work In Saudi Arabia</h2>Nvidia CEO Jensen Huang, who was also on the same panel, said his company is working with Saudi Arabia to build supercomputers that simulate quantum computers. He stated these machines will leverage Nvidia hardware for controller operations and error correction, aiming to accelerate quantum research and next-generation AI modeling.Huang added that Nvidia is also collaborating with Humain on Omniverse digital twins, advanced simulations that replicate real-world environments for AI applications.<h2 class="st-heading-2">Humain-Nvidia Collaboration</h2>Humain and Nvidia announced a strategic partnership in May to build AI factories in Saudi Arabia with a capacity of up to 500 megawatts. The first phase includes an 18,000-unit Nvidia GB300 Grace Blackwell AI supercomputer connected through Nvidia InfiniBand networking.While Humain has said it is working with Nvidia and other chipmakers, Saudi Arabia still lacks U.S. approval to purchase the most advanced semiconductors. After Crown Prince Mohammed bin Salman’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-hails-saudi-600-billion-investment-crown-prince-sees-1-trillion-possibility/cLPVadTREJ2">meeting</a> with President Donald Trump on Tuesday, the administration signaled it is preparing to approve chip sales to Humain. Trump said Saudi Arabia will receive access to a “certain level of chips,” referencing pending U.S. export licenses for advanced computing technology.Humain also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/saudi-wealth-fund-backed-ai-firm-humain-set-to-reveal-new-us-partnerships-report/cLPVJqdRE7C">announced</a> new collaborations with Advanced Micro Devices (AMD) and Cisco (CSCO).Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/semr-stock-rockets-70-pre-market-after-adobe-moves-on-1-9-b-semrush-deal/cLPoJvcREBO">SEMR Stock Rockets 70% Pre-Market After Adobe Moves On $1.9B Semrush Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tesla, SpaceX and X CEO Elon Musk arrives to the inauguration of U.S. President-elect Donald Trump in the Rotunda of the U.S. Capitol on January 20, 2025. (Photo by Chip Somodevilla/Getty Images)

Elon Musk Announces xAI, Humain, Nvidia Partnership To Launch 500MW Project In Saudi Arabia

Musk made the announcement during a panel with Nvidia CEO Jensen Huang at the U.S.-Saudi Investment Forum.

Equity

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<ul class="summary-bullets"><li>Pichai posted two 'thinking' emojis in response to a Polymarket prediction with a 69% implied probability of the launch on the specified date.</li><li>Social media users have reported seeing&nbsp;Gemini 3 in certain Google products in recent days, suggesting a likely soft launch.</li><li>Notably, Warren Buffett's Berkshire Hathaway recently disclosed a $4.3 billion position in&nbsp;Alphabet shares.&nbsp;</li></ul>Alphabet CEO Sundar Pichai may have just teased the release of Gemini 3, Google's next flagship artificial intelligence (AI) model.Pichai <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sundarpichai/status/1989481514393121239">posted</a> the two 'thinking' emojis in response to an X post showing a Polymarket prediction of 69% implied probability that Gemini 3.0 will release on Nov. 22. Polymarket is a prediction marketplace that lets users bet on contracts regarding the outcome of real-world events such as product launches, elections, and economic data.To be sure, there were other contracts <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PolymarketMoney/status/1990158360134697058?s=20">featured</a> on Polymarket as well, pegging the release date as Nov. 18, Nov. 30, and so on.&nbsp;&nbsp;<h2 class="st-heading-2">A Soft Launch?</h2>This comes as Reddit and X users recently <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reddit.com/r/Bard/comments/1ovvmjo/not_hype_posting_gemini_3_is_rolling_out_to/">reported</a> spotting Gemini 3.0 in some of the company's products, most notably the Gemini Canvas tool and some versions of the Gemini mobile app. Google has a history of soft-launching features before their official launch for A/B experiments.&nbsp;<h2 class="st-heading-2">Big Expectations</h2>Expectations are high that Gemini 3 will excel in long-context performance, coding, and multimedia generation, and close the gap with leading AI models on various benchmarks. It is also rumored that the model will power Google Search, Android, Workspace, and YouTube more deeply, thereby expanding its real-world impact.Meanwhile, Apple is <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-22/apple-explores-using-google-gemini-ai-to-power-revamped-siri">reportedly</a> considering Gemini AI to power its next-generation Siri virtual assistant, expected to be rolled out next Spring.The AI race shows no signs of slowing, with OpenAI charging ahead with GPT-5.1 and ramping up investment in new features and infrastructure, while nearly every Big Tech company boosts its capex plans for next year. Startups like Perplexity and Anthropic continue to attract significant funding, while on the other side of the world, Chinese giants Alibaba and Baidu are accelerating their own AI efforts.<h2 class="st-heading-2">Investors' View</h2>Interestingly, Warren Buffett's Berkshire Hathaway, a tier 1 investor, <a href="https://stocktwits.com/news-articles/markets/equity/warren-buffett-s-berkshire-makes-bold-bet-on-alphabet-s-ai-future/cLPkZMtREI9">opened a</a> $4.3 billion position in Alphabet last quarter.&nbsp;On Stocktwits, retail sentiment toward Alphabet stock remained 'neutral' as of early Monday, with the message volume on the stream at 'normal' levels.&nbsp;"$GOOGL is one of the strongest juggernauts in the market and will continue to print new high after new high… going sideways or pulling back is a perfectly natural thing to expect, creating a buyable dip at a fair price," said a bullish user.<stembedurl>https://stocktwits.com/DirkDarwin/message/636416524</stembedurl>So far this year, GOOGL stock has increased by 46%, the highest among the "Magnificent Seven" stocks.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/steph-curry-slips-back-into-nike-after-under-armour-split-ceo-elliott-hill-vows-to-put-athletes-back-at-the-center/cLPkNzaREIa">&nbsp;Steph Curry Slips Back Into Nike After Under Armour Split: CEO Elliott Hill Vows To Put Athletes 'Back At The Center'</a>

The Gemini logo appears on a smartphone screen, and the Google logo serves as the background. (Photo by Nikolas Kokovlis/NurPhoto via Getty Images)

Google Gemini 3 Dropping This Month? Sundar Pichai's Post Fuels Retail, AI Developer Speculation

Pichai posted two 'thinking' emojis in response to a Polymarket prediction with a 69% implied probability of the launch on the specified date.

<ul class="summary-bullets"><li>Microsoft reported its second Microsoft 365 outage in less than a month, disrupting Teams for Education.</li><li>The issue prevented users from opening or loading assignments and grades.</li><li>The company is restarting backend systems and implementing configuration changes to resolve the problem.</li></ul>Microsoft (MSFT) reported a second major disruption in less than a month to its Microsoft 365 platform, affecting users of Teams for Education across Europe on Wednesday.&nbsp;According to Microsoft’s support account on X, the issue has prevented administrators and other users from opening or loading assignments and grades in Microsoft Teams for Education. “Any user with a Microsoft Teams Educational account may be unable to open or load assignments and grades,” the company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MSFT365Status/status/1988560064433516943">wrote,</a> directing affected users to the admin center for updates.<figure class="image"><a class="st-link-external" href="https://x.com/MSFT365Status/" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:820/266;" src="https://news.stocktwits-cdn.com/MSFT_1_jpg_0f2b6570a3.webp" alt="MSFT1.jpg" width="820" height="266"></a><figcaption>@MSFT365Status/X</figcaption></figure><a href="http://stocktwits.com/symbol/MSFT">MSFT’s stock</a> edged 0.3% in pre-market trade with retail sentiment around the software giant trending in ‘neutral’ territory over the past day.Microsoft said it is restarting certain backend infrastructure components that power Teams services to try and mitigate the impact. In its latest&nbsp;update, the company stated that while the issue was initially identified among administrators, it has now affected a broader group of users.Microsoft did not provide a timeline for full restoration, but said updates would be communicated through the Microsoft 365 admin center.<figure class="image"><a class="st-link-external" href="https://x.com/MSFT365Status/" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:820/542;" src="https://news.stocktwits-cdn.com/MSFT_2_jpg_5afbed59da.webp" alt="MSFT2.jpg" width="820" height="542"></a><figcaption>@MSFT365Status/X</figcaption></figure>The outage comes less than a month after a previous&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-hit-by-azure-office-365-service-disruptions-ahead-of-q3-results/cLGZMHUR3wU">service disruption&nbsp;</a>on October 29, which latest nearly eight hours and was caused by a configuration error in Azure Front Door (AFD) – Microsoft’s content delivery network service. The issue highlights persistent reliability risks for businesses and educational institutions heavily dependent on Microsoft 365’s collaboration and productivity tools, especially Teams.&nbsp;In its latest update, Microsoft&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MSFT365Status/status/1988623718566772790?s=20">said</a> its making a configuration change to resolve the issue that was preventing us from connecting additional backend infrastructure to the affected service and mitigating user impact.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jim-cramer-says-the-year-of-magical-investing-is-ending/cLPIu0JRE5o">Jim Cramer Says The ‘Year of Magical Investing’ Is Ending – ‘Too Much OpenAI IOUs Flying Around’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Microsoft office building is in the RheinauArtOffice in Cologne, Germany, on September 11, 2025. (Photo by Michael Nguyen/NurPhoto via Getty Images)

Second Microsoft Outage In A Month Disrupts Teams Access Across Europe 

Microsoft did not provide a timeline for full restoration, but said updates would be communicated through the Microsoft 365 admin center.

Senstar Technologies to Report Third Quarter 2025 Results on Tuesday, November 25, 2025

Senstar Technologies to Report Third Quarter 2025 Results on Tuesday, November 25, 2025 Senstar Technologies to Report Third Quarter 2025 Results on Tuesday, November 25, 2025 PR Newswire OTTAWA...

The Google brand logo (logo, symbol, emblem) can be seen at the company's stand at the IAA Mobility (International Motor Show) in a hall at Messe München (Bavaria, Germany) on September 12, 2025.

Google Plans Rollout Of Ironwood AI Chips To Cloud Clients, Challenging Nvidia Dominance

Google said it plans to make its seventh-generation Ironwood TPUs available to Cloud customers within weeks.

Roundhill Investments Reaches $10 Billion AUM Milestone

Roundhill Investments Reaches $10 Billion AUM Milestone Roundhill Investments Reaches $10 Billion AUM Milestone PR Newswire NEW YORK, Nov. 6, 2025 Year-to-date inflows have surpassed $5.50 billion...

<ul class="summary-bullets"><li>Nvidia CEO Jensen Huang's comments come after Big-Short investor Michael Burry revealed short positions against Nvidia and other AI companies.&nbsp;</li><li>Huang emphasized that AI requires extensive infrastructure investment, which has increased capital expenditure.</li><li>He added that Nvidia has already seen “great returns” from its own AI operations.</li></ul>Nvidia CEO Jensen Huang reportedly said on Wednesday that the artificial intelligence sector remains far from a market collapse akin to the Big Short, despite warnings from investor Michael Burry.&nbsp;“We are long, long away from that,” Huang&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://news.sky.com/story/nvidia-boss-defends-ai-against-claims-of-bubble-by-big-short-investor-13464295#:~:text=Nvidia%20boss%20Jensen%20Huang%20has,criticism%20by%20investor%20Michael%20Burry.">told</a> Sky News, emphasizing that AI is still in the early stages of a “very long build out.” Huang noted that AI is unique in requiring significant infrastructure investment, which is why the capital expenditure has been increasing across the board.&nbsp;<blockquote>"I would say that we're in the beginning of a very long build out of artificial intelligence.” – Jensen Huang, CEO and Co-Founder, Nvidia</blockquote><a href="http://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> edged 0.5% lower in pre-market trade amid broader weakness in the market. On Stocktwits, retail sentiment around the AI bellwether trended in ‘bullish’ territory, accompanied by ‘high’ levels of chatter over the past day.&nbsp;<h2 class="st-heading-2">Nvidia’s ‘Great Returns’ On AI</h2>Huang also said that Nvidia has already seen “great returns” from its AI-related operations, driving further expansion. Huang noted that better training of AI has led to much "better" and "useful" answers, and that means "the AIs have become profitable".“When something is profitable, the suppliers want to make more of it, and that’s the reason the infrastructure build-out is accelerating,” he said.<h2 class="st-heading-2">Michael Burry’s Concerns</h2>Huang’s comments come amid recent market turbulence.&nbsp;Scion Asset Management’s Michael Burry&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/big-short-2-0-michael-burry-bets-against-nvidia-palantir-stocks/cL28bVkR3CW">revealed</a> significant short positions against Nvidia and other tech stocks earlier this week as he returned to social media after more than two years to warn of a potential bubble.&nbsp; "Sometimes, we see bubbles. Sometimes, there is something to do about it. Sometimes, the only winning move is not to play," he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/michaeljburry/status/1984067754270319052">wrote</a> on X.Huang is not the only CEO to dismiss Burry’s concerns. On Tuesday, Palantir CEO Alex Karp&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alex-karp-michael-burry-short-against-palantir-crazy/cL28Ws0R36L">called</a> out Burry's bet, arguing that shorting the two companies that are actually making money from AI is illogical.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crypto-sees-1-7-billion-in-liquidations-as-fear-index-lowest-since-april/cL2qK2aREG0">Crypto Markets See $1.7 Billion In Liquidations As Fear Index Hits Lowest Levels Since April</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia founder and CEO Jensen Huang speaks to journalists as he arrives for a press conference at Mandarin Oriental Hotel on July 16, 2025 in Beijing, China. 

Nvidia’s Jensen Huang Says AI Sector ‘Long, Long Away’ From Big Short-Style Collapse: Report

In an interview with Sky News, Nvidia CEO said the AI sector is in early growth stages, far from a collapse.

<ul><li>Ives said Apple’s iPhone 17 could see sales of up to 250 million units, surprising analysts with pent-up demand.</li><li>He also highlighted Apple’s Google AI partnership as key for stock growth.</li><li>Ives added that Apple may need to expand its M&amp;A strategy to acquire AI startups, citing missed opportunities.</li></ul>Apple Inc. (AAPL) could see its next major growth cycle driven by artificial intelligence, according to Wedbush analyst and Eightco Holdings Chairman Dan Ives, who defended his bullish stance on the stock in a Friday interview.<blockquote>“Apple is like Tesla – what’s going to drive it is AI.”&nbsp;– Dan Ives, Managing Director and Senior Equity Research Analyst, Wedbush</blockquote>In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/StockMKTNewz/status/1984315782940279205">live stream</a> on X, Ives said that the iPhone maker’s next upgrade cycle and partnership with Google will be key catalysts for future gains.&nbsp;<a href="http://stocktwits.com/symbol/AAPL">Apple’s stock</a> edged 0.15% higher in afternoon trade with retail sentiment on Stocktwits trending in ‘extremely bullish’ territory as chatter surged to ‘extremely high’ from ‘high’ levels over the past day.&nbsp;Ives' comments follow the company's earnings report of $1.85 per share, which topped analysts’ estimate of $1.78, according to Koyfin data. Its revenue came in at $102.47 billion, surpassing forecasts of $102.23 billion.&nbsp;<h2 class="st-heading-2">Betting On iPhone 17 Demand</h2>Ives, who has long been one of Wall Street’s most optimistic Apple watchers, said pent-up demand for the upcoming iPhone 17 could result in sales of up to 250 million units — a figure that he said was “never in the cards” for Apple just a few months ago. “It’s almost like a surprise upgrade cycle,” he said.Ives compared Apple’s position to that of Tesla (TSLA), saying both companies are seen as lagging in AI but are poised to benefit from the technology’s next wave of consumer applications. “They’ve been on the outside looking in, but with that install base and consumer AI, that’s what you’re playing for now,” he said.Beyond hardware, Ives pointed to Apple’s services segment — which continues to grow at a mid-teens rate — and an expected AI partnership with Google as the drivers that could lift Apple’s stock toward the $400 mark. “That’s how you get a $400 stock,” he said. In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DivesTech/status/1984168956043899271">post</a> on X, earlier in the day, Ives raised his price target on Apple from $310 to $320.<figure class="image"><a class="st-link-external" href="https://x.com/DivesTech/status/1984168956043899271" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:459/170;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_31_143601_png_f3a5d909e6.webp" alt="Screenshot 2025-10-31 143601.png" width="459" height="170"></a><figcaption>Source: @DivesTech/X</figcaption></figure><h2 class="st-heading-2">M&amp;A Strategy May Shift Amid AI Push</h2>The analyst also suggested that Apple may need to reconsider its traditionally conservative M&amp;A strategy. “They could have bought Perplexity or other AI startups, but now they have no choice — Google has to be the all-in partner,” Ives said.Speaking after returning from Asia, Ives said his conversations with Apple’s suppliers suggested demand has significantly improved. “There’s been a significant uptick in Apple’s supply chain,” he said, calling recent weakness in the shares a “knee-jerk reaction.”<h2 class="st-heading-2">AI Capex Boom Fuels Tech Stocks</h2>Ives also noted a surge in AI-related capital spending by tech giants such as Nvidia (NVDA), Amazon (AMZN), and Microsoft (MSFT). “Demand is off the charts,” he said. “It’s validation for the hype — the numbers actually exceed the hype.”“Tesla and Amazon are the two biggest AI plays in the market,” Ives said, adding that Apple is now positioning itself to join that group as the technology becomes central to its next phase of growth.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-s-uptober-turns-into-downtober-analyst-warns-of-potential-pullback-to-80-k/cLGqG6aR3Up">Bitcoin’s ‘Uptober’ Turns Into ‘Downtober’ – Analyst Warns Of Potential Pullback To $80K</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Apple logo, taken at the Apple Store on 5th Avenue in Manhattan. 

‘Apple Is Like Tesla’ – Dan Ives Sees AI Driving Next Growth Phase 

Wedbush analyst Dan Ives compared Apple’s position to that of Tesla, saying both companies are seen as lagging in AI but are poised to benefit from the technology’s next wave of consumer applications. 

Mag-7 Earnings: Trick or Treat for ETF Investors?

Mag 7 earnings came in at mixed but AI momentum strong, which could prove to be a bullish setup for ETFs like MAGS, FNGS, MGK & XLG.

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