SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull ($BULL) is trending amid discussions around its earnings report, with community members debating whether the results justify the current stock price. Initial reactions were mixed due to some outlets initially reporting incorrect numbers. Bullish investors cite customer asset growth and potential for future gains, while others express concerns about dilution and overall market conditions.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is seeing increased volatility as the community grapples with a sharp intraday reversal, with some attributing the price action to unwinding positions and potential margin calls. Discussions revolve around whether this is a healthy correction or the start of a deeper downturn, with attention focused on key support levels and the potential for a V-shaped recovery. Some traders are expressing concern about the market's overall health, pointing to liquidity issues and the influence of algorithmic trading.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is seeing significant intraday volatility, with community members pointing to a broader market correction despite strong earnings from names like NVDA. Discussions revolve around potential factors such as liquidity concerns and the unwinding of overleveraged positions, while some traders speculate about a possible bear market or a coming rally into the holiday season. Community members are actively debating whether to buy the dip or brace for further declines.

Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in Boston, MA.

Ondas Holdings Inc

ONDS is trending after a significant investment in Performance Drone Works (PDW), a U.S. defense technology company specializing in AI-enabled combat robotics, as well as an $8.2M contract win. The community is discussing the potential impact of this investment on production scaling and Ondas's position in the autonomous defense sector. Despite market volatility, many express optimism about ONDS's growth potential and ability to secure further contracts.

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 as investors digest recent earnings, a raised FY26 outlook, and the planned transfer of its stock listing to Nasdaq. Community members are discussing the stock's resilience amid a down market and speculating on potential price movements, as well as Walmart's increasing focus on technology and AI.

Pump Mind Virus is a Pure Meme with a long term vision. We are building for the future while making no promises about the present. The project aims to bring the spirit of community memes back to the Solana ecosystem. We do that with engaging content and memes. Culture through community. Viral spread by word of mouth.  And most importantly, by not using the fake hype machine that has come to dominate the meme coin landscape.

PumpMindVirus

PumpMindVirus ($PMV) is gaining traction within its community, with many highlighting its dedicated following and meme-driven engagement. Discussions center around the project's potential as it aims for a $1 million market cap, with community members expressing excitement about its growth and "infectious" nature within the Solana ecosystem.

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 Technology (MU) is trending amidst a broader market downturn, with community chatter focused on a recent price drop from multi-year highs. Despite positive analyst ratings and long-term growth prospects tied to AI-driven memory demand, some traders believe MU was overbought, leading to profit-taking and increased volatility. Traders are closely watching for a potential bounce and upcoming earnings data.

BlackRock Institutional Trust Company N.A. - iShares Russell 2000 ETF

iShares Russell 2000 ETF

IWM is trending due to a recent market downturn, with the ETF testing key support levels and triggering discussions about potential downside risk. The community is debating whether this dip presents a buying opportunity or signals further correction, weighing both technical indicators and broader market sentiment. News catalysts, such as earnings from key holdings or economic data releases, are being closely monitored for potential impact on the small-cap sector.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending downwards, despite positive news such as increased deliveries and a potential strike resolution, leaving investors frustrated and prompting discussions about market manipulation and the company's overall health compared to its peers. Community sentiment is largely negative, with many expressing disappointment and questioning the stock's ability to rally even with seemingly positive catalysts, while others speculate about share dilution and potential liabilities from past incidents.

Pump.fun

Pump.fun ($PUMP) is trending as the community rallies around the project and its ecosystem coins on the Solana blockchain, particularly $PMV and $WAGMI.  Community members highlight the dedication and hard work within the community, with some focusing on a trading AI called $GHOSTFI and a token buyback program. Bullish sentiment is strong, with many anticipating further growth and new projects launching on the platform.

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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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