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NanoVibronix, Inc. engages in the development of noninvasive biological response-activating devices. The firm's products include UroShield and PainShield. It operates through the following geographical segments: United States, Europe, Australia, India, Israel, and Other. The company was founded by Harold Jacob and Jona Zumeris in September 2003 and is headquartered in Tyler, TX.

NanoVibronix Inc

NanoVibronix is trending as traders discuss its low float and potential short squeeze, following news of a granted U.S. patent for pediatric feeding tube guidance. Community members are actively monitoring price levels and volume, with some anticipating a significant upward move, while others remain cautious due to the stock's history of reverse splits. Discussions also involve potential price targets and the impact of the new patent on the company's commercialization path.

Helius Medical Technologies, Inc. is a neurotech company in the medical device industry that focuses on neurological wellness. The firm develops, licenses and acquires non-invasive platform technologies that amplify the brain’s ability to heal itself and reduce symptoms of neurological disease or trauma. It engages in the development of the investigational portable neuromodulation stimulator, that delivers neurostimulation via the tongue which has been shown in clinical studies to enhance the effectiveness of physical exercises in people with neurological symptoms from disease or trauma such as mild-to-moderate traumatic brain injury. The company was founded on March 13, 2014 and is headquartered in Newtown, PA.

Helius Medical Technologies Inc - Ordinary Shares - Class A

Helius Medical Technologies Inc

HSDT is experiencing significant volatility, with community chatter focused on potential pump-and-dump schemes and short squeeze opportunities. Speculation around upcoming news and potential for a crypto treasury strategy, similar to other trending tickers, are driving interest. Some traders caution about the company's history and potential risks, while others remain optimistic about a potential surge.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble Inc. is trending amidst discussions around its high short interest, potential for a short squeeze, and the upcoming launch of its Rumble Wallet. Some see the stock as a play on a shift in media and cloud services towards platforms valuing free speech, further fueled by the perceived support from prominent figures. Additionally, the possible acquisition of Northern Data and its impact on Rumble's cloud capacity is a hot topic.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending as investors react to news of Elon Musk's $1 billion purchase of TSLA shares, his first buy since 2020, which the community sees as a strong confidence signal.  Discussions revolve around potential short squeezes and the impact on the stock's valuation, with some questioning fundamentals while others anticipate further gains.  The move occurs amid ongoing conversations about Tesla's role in the EV market and Musk's broader ventures.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is trending amid discussions around potential short squeezes and participation in air taxi pilot programs, with community members weighing the stock's technical indicators and comparing it to sector peers like Joby Aviation. Some investors express bullish sentiment, citing potential catalysts and government support, while others remain cautious, pointing to bearish signals and concerns over execution. The community is also actively debating the impact of recent news and potential partnerships.

Lulu's Fashion Lounge Holdings, Inc. engages in providing an online website for clothing. It offers retailing of women's clothing, shoes, and accessories. The company was founded in 1996 and is headquartered in Chico, CA.

Lulus Fashion Lounge Holdings Inc

LVLU is trending due to a potential short squeeze, with community members pointing to its low float and high insider ownership. Some traders are taking profits from other recent runners like $CHEK and $HSDT and moving them into LVLU. The stock experienced a halt and is seeing increased volume, leading to speculation about a significant move.

Digital Turbine, Inc. is a mobile growth platform that offers solutions for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The firm operates through the On Device Solutions (ODS) and App Growth Platform (AGP) segments. The ODS segment generates revenue from the delivery of mobile application media or content to end users with solutions for all participants in the mobile application ecosystem that want to connect with end users and consumers who hold the device. This includes mobile carriers and device OEMs that participate in the app economy, app publishers and developers, and brands and advertising agencies. The AGP segment provides platforms that allow mobile app publishers and developers to monetize their monthly active users via display, native, and video advertising. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbine ($APPS) is experiencing volatility as investors digest news of a $150 million mixed shelf offering, sparking discussions about dilution and debt management; despite solid earnings and raised guidance. Bullish community members view it as a buying opportunity, anticipating long-term growth and potential rate cuts, while others express concern about the timing and communication surrounding the offering.

Monte Rosa Therapeutics, Inc. operates as a biotechnology company focused on developing precision medicines. The company was founded on November 21, 2019 and is headquartered in Boston, MA.

Monte Rosa Therapeutics Inc

Monte Rosa Therapeutics is trending following a licensing deal with Novartis to develop molecular glue degraders for immune-mediated diseases, potentially worth billions. The community is speculating about a possible bidding war for the company between Novartis and Roche. Discussions also revolve around the company's cash position and potential price target upgrades.

PennyMac Financial Services, Inc. is a holding company, which engages in the production and servicing of U.S. residential mortgage loans. It operates through the following segments: Loan Production, Loan Servicing, and Investment Management. The Loan Production segment is sourced through three channels: correspondent production, consumer direct lending, and broker direct lending. The Loan Servicing segment performs loan administration, collection, and default management activities. The Investment Management segment currently manages PennyMac Mortgage Investment Trust. The company was founded by Stanford L. Kurland on July 2, 2008 and is headquartered in Westlake Village, CA.

PennyMac Financial Services Inc.

PFSI is trending as investors discuss the mortgage industry and potential impacts from rising rates. Community members are weighing the company's financial health and future prospects in a changing economic environment. Discussions include analyst ratings and price target adjustments.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML is trending as investors digest its strategic $1.5 billion investment in French AI startup Mistral AI, sparking discussions about the company's diversification into the AI sector and potential for enhanced valuation.  The community is weighing ASML's growth prospects against the backdrop of geopolitical factors and potential tariff impacts, while also considering technical analyses and potential price targets. Despite recent volatility, ASML's dominant position in semiconductor lithography equipment keeps it central to conversations around AI and chip manufacturing.

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Nvidia Corp. (NVDA) and OpenAI are reportedly in advanced discussions to support a large-scale artificial intelligence infrastructure project in the U.K., aimed at enhancing the country’s tech capabilities.According to unidentified sources cited by a CNBC&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/09/12/nvidia-and-openai-to-back-major-investment-in-uk-ai-infrastructure.html">report</a>, the two U.S.-based tech giants are exploring a multi-billion-dollar plan to fund new data center developments in collaboration with British cloud computing company Nscale.&nbsp;Nvidia stock inched 0.3% lower on Friday, after the morning bell. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:930/106;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_12_094036_png_e0e694380a.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 09:35 a.m. ET on Sep. 12, 2025 | Source: Stocktwits" width="930" height="106"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 09:35 a.m. ET on Sep. 12, 2025 | Source: Stocktwits</figcaption></figure>However, a bullish Stocktwits user stated that they have increased their stock holding.&nbsp;<stembedurl>https://stocktwits.com/Crakerjac/message/628440224</stembedurl>The report noted that although no final agreement has been reached, the deal could be officially announced during President Donald Trump’s upcoming state visit to the U.K.The potential deal could significantly boost the U.K.'s position in the global AI race, particularly in data center capacity, with governments worldwide showing growing interest in developing “sovereign AI”, a term used to describe national efforts to localize critical computing and data infrastructure, cited the report.&nbsp;Additionally, a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/nvidia-steps-back-cloud-effort-compete-aws">report</a> from The Information stated that Nvidia is scaling back its early-stage cloud computing business, which had positioned it as a partial rival to Amazon Web Services. The report noted that the company is no longer focusing heavily on bringing outside customers to its DGX Cloud service.Instead, Nvidia now plans to mainly use the service internally, the report stated. The DGX Cloud, which runs on Nvidia’s own AI chips, will support the company’s in-house research efforts.Nvidia stock has gained over 32% in 2025 and 49% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-reportedly-hits-pause-on-iphone-air-launch-in-china/chw8Yu0RdDQ">Apple Reportedly Hits Pause On iPhone Air Launch In China</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

NVIDIA founder, President and CEO Jensen Huang speaks about the future of artificial intelligence and its effect on energy consumption and production

Nvidia Reportedly Eyes Major UK AI Investment With OpenAI: Retail’s Yet To React

According to a CNBC report, the potential deal could significantly enhance the U.K.'s position in the global AI race, particularly in terms of data center capacity.

Equity

According to a CNBC report, the potential deal could significantly enhance the U.K.'s position in the global AI race, particularly in terms of data center capacity.


Nvidia Corp. (NVDA) shares received an upgrade from D.A. Davidson, which lifted its rating on the stock from ‘Neutral’ to ‘Buy’ and increased its price target to $210, up from $195.The firm’s upgraded stance is based on the growing confidence that demand for AI computing will remain strong well into 2026 and beyond.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> inched 0.03% lower on Thursday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:933/112;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_11_131130_png_e014587679.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 12:50 p.m. ET on Sep. 11, 2025 | Source: Stocktwits" width="933" height="112"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 12:50 p.m. ET on Sep. 11, 2025 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user said the stock is ‘significantly undervalued’.<stembedurl>https://stocktwits.com/Headinghigher/message/628336822</stembedurl>The firm stated that the surging appetite for AI-driven compute capacity outweighs prior concerns about rising competition and regional demand risks. DA Davidson's reassessment is based on the belief that Nvidia is positioned to benefit from an extended wave of AI infrastructure investment.&nbsp;While the firm had previously expressed reservations regarding custom chips developed by customers, such as Alphabet Inc.’s (GOOG, GOOGL) Tensor Processing Units (TPUs), and uncertainties in the Chinese market, those worries now take a back seat to the expected growth in AI-related computing needs.As generative AI applications expand across industries, Nvidia’s GPUs remain central to data center buildouts and AI model training, positioning the company at the forefront of the ongoing transformation in technology.For the second quarter of fiscal 2026, the chip giant reported a revenue of&nbsp;$46.74 billion and earnings per share (EPS) of $1.01, surpassing the analyst’s consensus estimate of $66.91 billion, according to Fiscal AI data.&nbsp;Nvidia’s shares have gained 32% year-to-date and over 51% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/next-technology-stock-rocketed-38-percent-today/chwN8jSRdvt">Next Technology Rocketed 38% Today – Here’s What Retail Investors Feel About The Stock</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The NVIDIA logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on August 17, 2025.

Nvidia Upgraded To Buy By DA Davidson As AI Demand Accelerates: Retail Says Stock ‘Significantly Undervalued’

DA Davidson stated that the surging appetite for AI-driven compute capacity outweighs prior concerns about rising competition and regional demand risks.

Alphabet’s (GOOG, GOOGL) health-tech unit Verily is reportedly facing allegations that it improperly used data from more than 25,000 patients and concealed the violations, according to a lawsuit filed by a former executive.CNBC&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/09/11/alphabet-verily-hipaa-diabetes-whistleblower.html">reported</a> that ex-employee Ryan Sloan claimed he was fired after flagging breaches of the Health Insurance Portability and Accountability Act (HIPAA) to senior management. The report added that his complaint was filed in federal court in San Francisco late last year and had not been previously reported.<a href="http://stocktwits.com/symbol/GOOG">Alphabet’s stock</a> edged 0.6% lower in morning trade on Thursday, despite the broader market trading higher after the consumer price index&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-consumer-inflation-august-cpi-report/chwNSJ9Rdvi">reading</a> for August came in hotter than expected on a monthly basis but in line with expectations on an annual basis. On Stocktwits, retail sentiment around the company dipped to ‘neutral’&nbsp; from ‘bullish’ territory, and chatter also dropped to ‘normal’ from ‘high’ levels over the past day.According to the report, the suit alleges that in January 2022, Sloan and Julia Feldman, Onduo’s general counsel, discovered Verily had improperly used patients’ protected health information in research, marketing campaigns, press releases, and national conferences. The filing claims the “extensive violations” affected more than 25,000 patients in Onduo’s diabetes program.Sloan and Feldman reportedly informed senior leaders and repeatedly raised concerns. An internal investigation allegedly confirmed multiple HIPAA breaches, including 14 violations of agreements with large clients between 2017 and 2021. Impacted patients may include those served through Walgreens Boots Alliance, Highmark Health, Quest Diagnostics (DGX), and Delta Air Lines (DAL).Under HIPAA, companies must notify affected parties within 60 days of discovering a breach. The reported lawsuit claims Verily delayed notifications while negotiating contract renewals, representing to clients that it remained compliant. In August 2022, Feldman and another employee&nbsp;who were aware of the breaches were terminated, the report said. When Sloan raised the issues again in October 2022 with Verily’s then-chief revenue officer, she reportedly defended the decision to conceal the breaches, citing concerns over public relations.The report&nbsp;added that a judge rejected Verily’s bid to dismiss the case or move it into arbitration, allowing the lawsuit to proceed on Monday. “Verily believes the allegations and contentions alleged in this employment matter that was commenced in 2023 are completely without merit. Verily will defend itself to the full extent of the law,” a company spokesperson said in a statement to CNBC.&nbsp;Verily, which originally developed hardware like continuous glucose monitors, pivoted to pandemic response during COVID-19 in 2020 before refocusing on precision health in 2022. Last year, the company launched an AI-powered chronic care solution called Verily Lightpath and announced in February that it would sell its stop-loss insurance unit, Granular Insurance Company.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/figure-ipo-mike-cagney-says-company-aims-to-be-mag-7-of-web3/chwNK4FRdvQ">Figure IPO: Mike Cagney Reportedly Says Company Aims to Be ‘Mag 7’ of Web3, Eyes Blockchain-Traded Stock After Nasdaq Debut</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration Verily Life Sciences, also known as Verily owned by Alphabet Inc. logo seen displayed on a tablet. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)

Alphabet’s Verily Accused Of Patient Data Misuse In Whistleblower Lawsuit: Report 

CNBC reported that former employee Ryan Sloan claimed he was fired after flagging breaches of the Health Insurance Portability and Accountability Act (HIPAA) to senior management. 

Amazon (AMZN) is reportedly developing consumer-focused augmented-reality glasses, setting up a direct challenge to Meta Platforms (META) in the emerging augmented reality (AR) hardware market.<a href="http://stocktwits.com/symbol/AMZN">Amazon’s stock</a> dipped more than 2% in morning trade on Wednesday. However, retail sentiment on Stocktwits rose higher within ‘bullish’ territory, accompanied by ‘high’ levels of chatter over the past day. Meanwhile,&nbsp;<a href="http://stocktwits.com/symbol/META">Meta’s stock</a> fell 1.2% with retail sentiment trending in the ‘neutral’ zone.The project, codenamed Jayhawk, would feature microphones, speakers, a camera, and a full-color display in one eye, according to The Information, which&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/amazon-developing-ar-glasses-challenge-meta">cited</a> people familiar with the matter. The report added that Amazon is also working on a second pair of AR glasses aimed at delivery drivers. Known internally as Amelia, the glasses would display instructions on the lenses to guide package sorting and deliveries.The move puts Amazon into competition with Mark Zuckerberg’s Meta, which is expected to debut a new version of its AR glasses at its Connect conference next week.&nbsp;Meta has reportedly invested&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/c513949e-3fc1-43a2-9358-363dff823bc1">over</a> $80 million in virtual reality (VR) and AR since launching Reality Labs in 2014.&nbsp; Its Ray-Ban Meta smart glasses&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.counterpointresearch.com/insight/post-insight-research-notes-blogs-rayban-meta-crosses-1million-mark-success-indicates-promising-future-for-lightweight-ar-glasses#:~:text=Ray%2DBan%20Meta%20Crosses%201,Future%20for%20Lightweight%20AR%20Glasses&amp;text=The%20accumulated%20shipments%20of%20the,attention%20to%20lightweight%20smart%20glasses.">sold</a> one million units in 2024, making it a market leader in consumer AR&nbsp;glasses.The two tech giants have historically clashed in the digital advertising arena, and more recently, they have been competing to attract top talent in the field of artificial intelligence (AI). Both companies have ramped up spending to outpace each other and other rivals in AI and platform innovation. Meta is&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.entrepreneur.com/business-news/amazon-projects-spending-100-billion-on-ai-expenses-in-2025/486779">reportedly</a> investing roughly $70 billion in AI initiatives, while Amazon’s projected budget for similar projects is around $105 billion.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/solana-hits-7-month-high-dogecoin-slips-despite-etf-buzz/chwkBQlRdu5">Solana Hits 7-Month High, Dogecoin Slips Despite ETF Buzz As Bitcoin Stalls Ahead Of PPI Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Amazon store is seen at Promenade Street in Davos, Switzerland on January 21, 2025. (Photo by Ömer Sercan Karku/Anadolu via Getty Images)

Amazon’s AR Glasses Project Pits It Against Zuckerberg’s Meta: Report

According to a report by the Information, Amazon’s consumer-facing AR glasses are codenamed Jayhawk, and its AR glasses for delivery drivers are internally known as Amelia.

Microsoft is stepping up its efforts to expand its artificial intelligence capacity and reduce dependence on&nbsp;ChatGPT developer OpenAI, which helped it take an early lead in&nbsp;the technology driving Wall Street’s frantic rally.A report by The Information on Tuesday noted that the Windows maker has struck a partnership to bring the Amazon-backed startup's AI models to Office 365 apps,&nbsp;specifically Word, Excel, Outlook, and PowerPoint.For years, Microsoft has delivered AI-powered tools for writing, summarization, and more through OpenAI's stack; under the new plan, it will tap both Anthropic and OpenAI technology, according to the&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/microsoft-buy-ai-anthropic-shift-openai">report</a>,&nbsp;which cites unnamed sources.Microsoft will pay its cloud rival Amazon Web Services to access the Anthropic models, according to the report. AWS is one of Anthropic's largest shareholders.To be sure, Microsoft already offers a spate of AI models, from makers including France's Mistral AI and China's DeepSeek, as well as Meta and XAI, to customers of its Azure cloud platform.Microsoft is reportedly developing in-house AI chips to power cloud workloads, and earlier this week announced a multi-billion-dollar deal for renting cloud infrastructure from Nebius.The Information reported that developers making Office AI features found Anthropic's latest models outperformed those from OpenAI in automating tasks such as financial functions in Excel or generating PowerPoint presentations.OpenAI's launch of GPT-5 is a step up in quality, but Anthropic's Claude Sonnet 4 performs better in creating PowerPoint presentations that are more aesthetically pleasing,&nbsp;according to the report.On Stocktwits, the retail sentiment was ‘bearish’ for both&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft</a> and&nbsp;<a href="https://stocktwits.com/symbol/AMZN">Amazon</a> as of late Tuesday. Shares of the companies have risen 18.3% and 8.8%, respectively, year to date.Microsoft plans to announce the Anthropic partnership in the coming weeks. According to the report, the price of AI tools in Office will remain the same.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/game-stop-stock-pops-5-after-q2-beat-special-dividend-warrant-retail-feels-its-gonna-get-wild/chwjUarRdMd">GameStop Stock Pops 5% After Q2 Beat, Special Dividend Warrant: Retail Feels It’s ‘Gonna Get Wild’</a>

The Claude by Anthropic app logo appears on the screen of a smartphone

Microsoft Diversifies AI Playbook, Brings Anthropic To Office 365 Apps: Report

Buzz about the move, which could be officially announced, is seen as part of Microsoft's effort to reduce its reliance on OpenAI's technology.

Alphabet’s (GOOG/GOOGL) Google is reportedly set to be hit with a European Union antitrust fine over its adtech practices later on Friday.&nbsp;<a href="https://stocktwits.com/symbol/GOOG">Alphabet’s stock</a> edged 0.5% higher in midday trade on Friday. On Stocktwits, retail sentiment around the shares surged higher with the ‘extremely bullish’ zone amid ‘extremely high’ levels of chatter.Sources familiar with the matter&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/boards-policy-regulation/alphabets-google-set-be-hit-with-eu-antitrust-fine-over-adtech-friday-sources-2025-09-05/">told</a> Reuters that the European Commission had initially planned to announce the fine on Monday. However, the timing was pushed back after EU trade chief Maros Sefcovic raised objections, citing heightened tensions with Washington over U.S. tariffs on European cars. That delayed the plans of EU antitrust chief Teresa Ribera.&nbsp;Moments later, Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-05/google-fined-almost-3-billion-by-eu-for-abusing-adtech-power">reported</a> the Commission had imposed a €2.95 billion ($3.27 billion) penalty, finding that Google favored its own advertising services. “Google abused its dominant position in adtech, harming publishers, advertisers, and consumers. This behaviour is illegal under EU antitrust rules,” Ribera said.&nbsp;“When markets fail, public institutions must act to prevent dominant players from abusing their power,” she added. “True freedom means a level playing field, where everyone competes on equal terms and citizens have a genuine right to choose.”The report said Google would appeal. “The decision imposes an unjustified fine and requires changes that will hurt thousands of European businesses by making it harder for them to make money,” stated Lee-Anne Mulholland, Google’s vice president for regulatory affairs.The ruling comes at a time when the relationship between the EU and the U.S. is fraught with tension, with Trump repeatedly&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.politico.com/news/2025/09/03/trumps-digital-regulation-warning-was-aimed-at-this-country-00540363">blasting</a> the&nbsp;European Union’s clampdown on big tech. However, its adtech operations are also under scrutiny in the U.S. The Justice Department is expected to file proposed remedies later Friday, ahead of a September 22&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/05/02/google-advertising-antitrust-remedies-trial.html">hearing</a>. One of the options previously discussed is forcing Google to divest its Ad Manager platform to curb alleged anticompetitive risks.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/jobs-report-sends-bitcoin-above-113-k-altcoins-edge-higher/chwIgkARdq3">Jobs Report Sends Bitcoin Above $113K, Altcoins Edge Higher</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Google opens first own cloud data center in Germany (Photo by Arne Dedert/picture alliance via Getty Images)

Google To Be Hit With EU Antitrust Fine Over Adtech Practices On Friday: Report

Reuters reported that the fine, originally scheduled for Monday, was delayed after EU Trade Commissioner Maros Sefcovic objected amid ongoing tariff tensions between the U.S. and the EU.

Nvidia (NVDA) could become the first company to generate $1 trillion in annual sales within five years, according to New Street Research analyst Pierre Ferragu.<a href="http://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> dipped as much as 3.5% in afternoon trade on Friday. However, on Stocktwits, retail sentiment around the AI bellwether remained in ‘extremely bullish’ territory amid ‘extremely high’ levels of chatter over the past day.Ferragu&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.barrons.com/articles/nvidia-1-trillion-annual-revenue-749a90b5">told</a> Barron’s that he projects $3 trillion to $4 trillion in annual AI capital spending by 2030, in line with CEO Jensen Huang’s outlook. If Nvidia maintains its estimated 55% to 60% market share, he said it could capture $1 trillion to $1.2 trillion in data-center revenue alone.&nbsp;The report added that, in comparison, Wall Street expects Nvidia to generate $84 billion in data center&nbsp;revenue at the end of fiscal year 2026.&nbsp;Overall revenue for the year is expected to be around $206 billion, according to Koyfin data. Last year, Nvidia reported annual revenue of $130 billion.The company also posted its second-quarter (Q2) earnings on Wednesday, which surpassed Wall Street’s estimates. It reported earnings per share (EPS) of $1.05 on revenue of $46.74 billion, beating analyst estimates of $1.01 per share on revenue of $46.05 billion, according to Stocktwits data.However, Nvidia’s guidance for the third quarter (Q3) disappointed investors, stating that sales would come in at roughly $54 billion. According to a Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-27/nvidia-gives-lackluster-forecast-stoking-fears-of-ai-slowdown">report</a>, while the number was largely in line with the average Wall Street estimate, some analysts were expecting sales to exceed $60 billion.&nbsp;KeyBanc, Needham, and other analysts forecast that the final sales number could be higher if geopolitical issues with China are resolved in the near term, as the guidance does not include revenue from China, as per TheFly.Nvidia’s stock has gained 28% this year and more than 43% over the past 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/musk-says-tesla-will-finish-master-plan-part-deux-in-2026/chtTNqlRdNn">Musk Says Tesla Will Finish Master Plan Part Deux In 2026, Promises ‘Concise’ Master Plan 4</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

People enter a building at Nvidia headquarters on August 27, 2025 in Santa Clara, California. Chip maker Nvidia will report second-quarter earnings today after the closing bell. 

Nvidia Could Hit $1 Trillion Annual Revenue By 2030, Says Analyst: Report

New Street Research analyst Pierre Ferragu told Barron’s that if Nvidia maintains its estimated 55% to 60% market share, the company could capture $1 trillion to $1.2 trillion in data-center revenue alone by 2030.

Meta will pay $10 billion for Google Cloud services as part of a six-year deal, CNBC and Bloomberg reported late Thursday, citing unnamed sources.The deal underscores Meta CEO Mark Zuckerberg's push to expand artificial intelligence (AI) development. The social media giant is pushing updates to its Llama model, has recently launched a standalone Meta AI app, and has hired over 50 researchers and engineers in recent months for a new AI-focused team.Zuckerberg has said AI development is the company's top goal and pledged to spend billions of dollars.In its second-quarter earnings report, Meta raised the lower end of its 2025 capex guidance to $66 billion from $64 billion, while maintaining the upper end at $72 billion.&nbsp;The move is the largest deal between Meta and Google. Meta already operates over two dozen data centers and is actively building new ones.It also marks a big win for Google Cloud, which ranks behind Amazon Web Services and Microsoft Azure in the cloud computing services market.Alphabet's share rose 0.4% in extended trading, following the news.According to the Bloomberg <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-22/meta-signs-10-billion-google-cloud-computing-deal-amid-ai-race">report</a>, this is the first time Google Cloud will be a cloud vendor to Meta, although the two companies have done smaller collaborations in the past.In 2023, Google Cloud announced that it would make versions of Meta's open-source AI model, Llama, available to developers through Vertex AI.On Stocktwits, the retail sentiment for <a href="https://stocktwits.com/symbol/META">Meta</a> and <a href="https://stocktwits.com/symbol/GOOG">Alphabet</a> has remained 'bearish,' unchanged for two weeks. Their shares are up 26.3% and 5.5%, respectively, year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of the entrance to Google Cloud building in Grand Canal area, Dublin, Ireland on February 15, 2023. (Photo by Artur Widak/Anadolu Agency via Getty Images)

Meta Inks Six-Year, $10B Cloud Deal With Google To Bolster AI Infrastructure 

The agreement marks the first time Meta will use Google Cloud for computing services.

Mark Zuckerberg’s newly formed Meta Superintelligence Labs is reportedly expected to announce a major restructuring on Tuesday.According to The New York Times&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/2025/08/19/technology/mark-zuckerberg-meta-ai.html">report</a>, sources said that one group will focus on AI research, another on products, a third on infrastructure, and the fourth on AI hardware.&nbsp;Some details of the restructuring were previously&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://archive.is/o/nJ2Cw/https://www.theinformation.com/articles/meta-plans-fourth-restructuring-ai-efforts-six-months">reported</a> by The Information.&nbsp;<a href="http://stocktwits.com/symbol/META">Meta’s stock</a> slipped 1.8% in afternoon trade with retail sentiment on Stocktwits dropping to ‘bearish’ from ‘neutral’ territory over the past day.&nbsp;The Times report said that the restructuring is aimed at streamlining operations and accelerating Meta’s ability to develop artificial intelligence products as the company works to keep pace with rivals in the fast-moving AI race.&nbsp;The overhaul could involve executive departures and potential downsizing of the AI division, which has grown to thousands of employees in recent years, sources said. They added that some staff could be reassigned to other parts of the company, while others may see their roles eliminated. Discussions remain fluid, and no final decision has been made, according to the report.Meta is also reportedly considering incorporating outside AI models into its products instead of relying solely on its technology. That could include building on open-source models, which are freely available, or licensing closed-source models from other firms.The report follows months of rumours around Meta’s AI strategy as the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-deepens-ai-push-with-superintelligence-lab-reportmeta-deepens-ai-push-with-superintelligence-lab-report-19629678/chFW3t6RRMD">pushes</a> to remain competitive with tech giants, including&nbsp;<a href="http://stocktwits.com/symbol/OPENAI">OpenAI</a>,&nbsp;<a href="http://stocktwits.com/symbol/GOOG">Google</a>, and Amazon-backed&nbsp;<a href="http://stocktwits.com/symbol/ANTHROPIC">Anthropic</a>. Zuckerberg, 41, has signaled he is willing to spend aggressively and reorganize his company to secure a foothold in the next wave of AI development.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lutnick-says-us-may-take-intel-stake-to-counter-china-risk/chsglN4Rdgw">Lutnick Says US May Take Intel Stake To Counter China Risk, Highlights Nvidia CEO’s Active Role In Chip Policy</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Mark Zuckerberg attends the UFC 300 event at T-Mobile Arena on April 13, 2024 in Las Vegas, Nevada. (Photo by Jeff Bottari/Zuffa LLC via Getty Images)

Meta’s Planning To Split Its Superintelligence Labs Into Four Groups: Report

According to The New York Times report, sources said that one group will focus on AI research, another on products, a third on infrastructure, and the fourth on AI hardware.

Commerce Secretary Howard Lutnick reportedly said Tuesday that President Donald Trump is considering taking a federal equity stake in Intel (INTC) in exchange for government funding committed under the Biden administration.&nbsp;<a href="http://stocktwits.com/symbol/INTC">Intel’s stock</a> gained more than 9% in morning trade, with retail sentiment on Stocktwits surging higher within ‘extremely bullish’ territory amid ‘extremely high’ levels of chatter. The company was among the top trending tickers on the platform at the time of writing. The jump in Intel’s stock comes after the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-stock-takes-off-in-extended-trading-after-masayoshi-son-s-soft-bank-picks-2-b-stake/chsgbiLRdXo">struck</a> a deal with Masayoshi Son’s SoftBank for a $2 billion strategic investment.&nbsp;“We want Intel to be successful in America,” Lutnick told CNBC in an&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/video/2025/08/19/u-s-commerce-secretary-howard-lutnick-intel-has-to-give-gov-equity-in-return-for-chips-funding.html">interview</a>, adding that the stake would be non-voting.&nbsp;That means even though the government will have a stake in Intel, which would&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-administration-mulls-10-stake-in-intel/chsO0pqRdXL">reportedly</a> be around 10% in exchange for the Chips Act funding, they will not be exercising any governance over the company. “We’ll get equity in return for it [grant]. Getting a good return for the American taxpayer, instead of just giving grants away. Donald Trump views that we should get benefits for the economics that we put out,” he said.Lutnick also criticized U.S. subsidies flowing to Taiwan’s TSMC (TSM), saying Washington “cannot rely on Taiwan to make our chips.”&nbsp;<a href="http://stocktwits.com/symbol/TSM">TSMC’s stock</a> was also among the top trending tickers on the platform, with retail sentiment jumping to ‘bullish’ from ‘bearish’ over the past day. The shares were down as much as 1.5% in morning trade. “You can’t have 99% of leading-edge chips made in Taiwan,” Lutnick said.He added that Intel could anchor domestic supply as the U.S. handles “Chinese risk,” while noting Nvidia’s (NVDA) CEO Jensen Huang “is fantastic” and has been actively pitching Trump on chip policy.&nbsp;<a href="http://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> was in the red, down 1.2% in morning trade. On Stocktwits, retail sentiment around the company dipped to ‘bearish’ from ‘neutral’ territory over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-says-its-possible-putin-doesn-t-want-to-make-deal/chsgKSgRdgn">Trump Says ‘It’s Possible Putin Doesn’t Want To Make Deal’ – Urges Zelenskyy-Putin Meeting First</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. Commerce Secretary Howard Lutnick waves to reporters following a television interview at the White House on June 11, 2025 in Washington, DC. 

Lutnick Says US May Take Intel Stake To Counter China Risk, Highlights Nvidia CEO’s Active Role In Chip Policy

The Commerce Secretary also criticized U.S. subsidies flowing to Taiwan’s TSMC, saying Washington cannot rely on Taiwan to make chips for the country.

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