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BYTE is a novel meme token that creatively intertwines the worlds of cryptocurrency and popular culture. Inspired by Grok's answer to "What would you name your dog?", Grok answered, 'Byte.' When Grok was asked who created Byte, it says he was created by the xAI team lead by Elon Musk as a gift to Grok AI to keep him company in the metaverse. BYTE serves as a playful reference to the unit of digital information, as well as a nod to the AI's technological nature. Distinctively, Byte acts as a gateway towards Ai adoption and stands out in the crypto space due to its zero-tax policy, a feature that is increasingly appealing to many investors. Additionally, it upholds the principles of transparency and investor trust by having its liquidity permanently burned and the contract ownership renounced. This ensures that Byte remains a community-driven project, with its fate firmly in the hands of its holders. The combination of a playful theme, generative AI, and a nod to a tech icon makes Byte an intriguing addition to the meme token ecosystem, especially AI related meme coins.  Through pioneering AI this story has grown more and more robust and continues to evolve, Byte pledges its dedication to community efforts and and has consistently appeared in the Top 10 of LunarCrush’s social engagement leaderboards on multiple occasions.

BYTE

$BYTE.X is trending amid speculation around potential connections to Elon Musk's Grok AI. The community is also excited about the project's fundamentals, including its zero-tax setup, and a potential listing on Binance. Many participants are expressing bullish sentiment, using terms like "WAGMI" and "To The Moon".

"What's Updog?" is a Community Led token.

UpDog

UpDog is trending as the community celebrates its joke-inspired roots and long-term presence on the Solana blockchain. Many are drawn to its dedicated community, locked liquidity, and association with the popular "What's UpDog?" meme, while others highlight its potential within the broader meme coin landscape.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

RAGE.X is trending as the community rallies around the meme coin, expressing bullish sentiment and encouraging others to join before a potential surge. Talk centers on community growth, relentless promotion, and the expectation of significant gains. The coin's association with the popular "Rage Guy" meme and potential listing on major exchanges are also fueling excitement.

Jupiter is a cryptocurrency exchange platform on the Solana blockchain, offering features such as token swapping, limit orders, dollar-cost averaging, and a bridge for asset transfers to Solana. It provides users with tools to find the best trading prices and includes a beta version for perpetual futures trading. Jupiter finds the best price route for your swap by aggregating all the major liquidity sources on Solana.

Jupiter

Jupiter is trending as the community rallies around $UPDOG, a Solana-based meme coin exclusively listed on Jupiter's strict list, driving discussions about loading up on the token. The focus is on swapping $SOL for $UPDOG on Jupiter, with community members highlighting the project's long-term development and strong community vibes. Amidst the broader meme coin season, UpDog's unique listing on Jupiter is a key catalyst.

Cadrenal Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in developing novel therapy. It develops tecarfarin, a novel therapy with orphan drug indication, designed for the prevention of systemic thromboembolism of cardiac origin in patients with end-stage renal disease and atrial fibrillation. The company was founded by Quang X. Pham and Matthew K. Szot on January 25, 2022 and is headquartered in Ponte Vedra, FL.

Cadrenal Therapeutics Inc

Cadrenal Therapeutics, Inc.

Cadrenal Therapeutics ($CVKD) is trending as traders discuss its bullish technical setup and potential for an upside breakout, fueled by recent news of the acquisition of anti-coagulant assets. The community highlights the momentum and strong buyer confidence, while also noting the healthcare technology niche and upcoming milestones for their drug Tecarfarin. Some are watching for volume to confirm the move, and analysts are noting high price targets for the stock.

Codatta

Codatta ($XNY.X) is trending amid discussions about its on-chain fingerprint verification launch and potential applications of its AI/data utility. The community is analyzing its chart patterns, with some pointing to bullish setups and expecting new highs, while others are watching key support levels for potential entry points. Sentiment is mixed, with some expressing excitement about its potential and others remaining cautious.

Derive is a decentralized protocol that creates programmable onchain options, perpetuals, and structured products.   Derive is deployed and operates on Derive Chain, an Ethereum rollup built using the OP stack and is the home of the Derive Protocol. It is a permission-less smart contract platform.  The Derive DAO earns trading fees from the Derive Protocol and gas fees from the Derive Chain, governed by DRV token holders. Trading fees accrue to an insurance fund to foster robustness of the protocol and rollup.  Derive has built an AI-powered trading app built for pro traders. In collaboration with Messari, Derive Pro translates market views into trades. The agent then prepares transactions for users and leverages smart contract wallets to make trades one-click, gasless and chainless. The app will support spot, perps and options trading on Derive, and will also plug in to spot AMMs on L2s like Optimism, Arbitrum and Base.

Derive

Derive (DRV.X) is trending as the community discusses its strong chart and potential for another leg up, with some highlighting treasury loop mechanisms like airdrops and buybacks. The community also notes ongoing consolidation and recent upward movement, with some suggesting potential buybacks are underway. Furthermore, the community is discussing the partnership of Synthetix and Derive to build derivatives on ETH L1.

Enanta Pharmaceuticals, Inc. is a biotechnology company, which engages in the discovery and development of small molecule drugs for the treatment of viral infections and liver diseases. It produces clinical candidates which targets respiratory syncytial virus (RSV), hepatitis B virus (HBV), and non-alcoholic steatohepatitis (NASH) diseases. The firm also conducts research in human metapneumovirus (hMPV) and SARS-CoV-2 (COVID-19). The company was founded by Peter O. Kliem Martin Karplus, James Hogle, Gerard Wagner, Peter M. Howley, and Gregory L. Verdine in 1995 and is headquartered in Watertown, MA.

Enanta Pharmaceuticals Inc

Enanta Pharmaceuticals ($ENTA) is trending due to topline results from its Phase 2b study, with community members eagerly awaiting further details. Some speculate on the potential for significant gains depending on the results, especially related to viral load reduction. The company's work on zelicapavir, an oral RSV N-protein inhibitor, is also drawing attention, particularly its potential in the adult RSV therapeutics market.

FFFFFFFFFFFFFUUUUUUUUUUUUUUUU

$RAGEGUY.X is trending as the community discusses its recent price action and potential for further gains, with some users reporting significant increases. The conversation highlights community excitement and speculation around potential 'V-shape recovery coding'. Mentions of related tokens like $UPDOG.X and $401JK.X are also contributing to the increased interest.

The address GaPbGp23pPuY9QBLPUjUEBn2MKEroTe9Q3M3f2Xpump corresponds to a token on the Solana blockchain, specifically an SPL (Solana Program Library) token. This address is likely the mint address for a specific token, which is used to identify the token on the Solana network. Based on the context and available information, this token appears to be associated with the pump.fun platform, as the address ends with "pump," which is a common identifier for tokens created via this platform. GaPbGp23pPuY9QBLPUjUEBn2MKEroTe9Q3M3f2Xpump is the mint address of an SPL token on the Solana blockchain. The mint address is a unique identifier for a token, storing metadata like total supply and mint authority. The "pump" in the address strongly suggests it was created on solanapump (commonly known as pump.fun), a popular Solana-based platform for launching meme coins and other tokens. Pump.fun allows users to create and trade tokens easily, often with a focus on community-driven or speculative projects like memecoins.

Shitcoin

$SHITCOIN.X is gaining traction as discussions around meme coins and Solana-based tokens intensify, with many comparing it to previous successes like $FARTCOIN.X. The community is actively sharing links and seeking information on where to purchase the token, with some expressing optimism about its potential while others remain skeptical. Mentions of the Phantom wallet suggest interest in tracking and managing the token within that ecosystem.

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Wedbush analyst Dan Ives on Tuesday called the recently announced Nvidia-OpenAI partnership a “validation moment” for the ongoing AI revolution, likening it to the tech boom of 1996 rather than the overstretched valuations of 1999.&nbsp;The agreement will see 10 gigawatts (GW) of Nvidia (NVDA) systems deployed for OpenAI’s (OPENAI) next-generation AI models, accompanied by a $10 billion investment from the AI bellwether.“We continue to view this as a 1996 moment for the tech world, and not a 1999 moment,” Ives wrote in a post on X.<figure class="image"><img style="aspect-ratio:609/216;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_23_091409_png_b02e7f309a.webp" alt="Screenshot 2025-09-23 091409.png" width="609" height="216"><figcaption>Source: @DivesTech/X</figcaption></figure><a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://stockwits.com/symbol/NVDA">Nvidia’s stock</a> fell as much as 1.7% on Tuesday morning after hitting an intraday high of over $184.50 in the previous session. On Stocktwits, retail sentiment around the tech giant moved higher within ‘bullish’ territory. Meanwhile, retail sentiment around&nbsp;<a href="http://stocktwits.com/symbol/OPENAI">OpenAI</a>, which is not a publicly traded company, was in ‘extremely bullish’ territory with chatter at ‘extremely high’ levels.Ives’ comments came amid concerns of an ‘AI bubble’ in the making, characterized by excessive hype and company valuations that might not hold up.&nbsp;Bain &amp; Co.&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ai-boom-or-bubble-bain-forecasts-huge-800b-gap-between-ai-revenues-and-compute-costs/chDhlfzR3PQ">estimates</a> that AI companies like Nvidia and OpenAI will require roughly $2 trillion in combined revenue to fund the computing power needed to meet projected demand for AI services. Current projections, however, suggest they could fall about $800 billion short of that target, according to the company.&nbsp;“If the current scaling laws hold, AI will increasingly strain supply chains globally,” said David Crawford, chairman of Bain’s global technology practice.OpenAI CEO Sam Altman and board chair Bret Taylor have also recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-board-chair-bret-taylor-agrees-with-sam-altman-s-ai-bubble-view-but-says-that-s-how-the-market-works/chwvDkORdx7">hinted</a> that the industry could be in bubble territory.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/xrp-tops-altcoins-as-crypto-markets-stabilize-after-1-68-billion-futures-liquidation/chDhM3ZR353">XRP Tops Altcoins As Crypto Markets Stabilize After $1.68 Billion Futures Liquidation</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photographic illustration, the Nvidia logo appears on a smartphone reflecting an illustration of printed circuit boards in Creteil, France, on September 22, 2025. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Dan Ives Says Nvidia-OpenAI Deal Is A ‘Validation Moment’ For The AI Revolution

According to the Wedbush analyst, the Nvidia-OpenAI deal signals a 1996-style tech moment, not an AI bubble or a 1999-style crash.

Equity

Apple’s (AAPL) CEO Tim Cook reportedly said on Friday that the company expects the Apple Watch to notify about one million users this year that they may have hypertension.<a href="http://stocktwits.com/symbol/AAPL">Apple’s stock</a> was up 1.21% in pre-market trade, with retail sentiment around the tech giant on Stocktwits trending in ‘bullish’ territory over the past day.As Apple iPhone 17 sales went live in New York, Cook said in an interview with CNBC that&nbsp;the Apple Watch’s growing role in health monitoring as more than a billion people worldwide live with the condition. “We think we're going to notify a million people that they have hypertension,” he said. “This year alone, over a billion people have it around the world. So there's a lot of people to notify.”Cook also indicated that pre-sale numbers have been strong for the iPhone 17. “Dubai was incredible. China was incredible. We are so happy with what we see. It’s early going , but we’re happy,” he said.For the first time since 2020, Apple has rolled out multiple new iPhone designs, including the iPhone 17 Pro, Pro Max, and the iPhone Air, alongside a refreshed Apple Watch lineup featuring the Watch SE, Series 11, Ultra 3, and new AirPods Pro 3. Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-19/apple-s-iphone-17-air-go-on-sale-to-years-of-demand-for-new-look?srnd&amp;">reported</a> that early sales across Asia showed strong demand for the Pro models, a key test as Wall Street eyes holiday-season performance amid global economic uncertainty and potential tariff risks.Cook emphasized that tariffs haven’t affected pricing. “There’s no increase for tariffs in the prices, to be totally clear,” he told CNBC.He also weighed in on the new&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-stock-soars-on-nvidia-5-billion-deal/chDcvAgR3b2">partnership</a> between Nvidia (NVDA) and Intel (INTC) to develop AI infrastructure and personal computing products, calling competition “very good for the foundry business.” Cook added, “We’d love to see Intel come back,” noting Apple’s long history of collaboration and rivalry with the chipmaker, which supplied Mac processors for 15 years before the iPhone-maker shifted to its own silicon in 2020.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/xrp-dogecoin-prices-slide-despite-record-first-day-etf-trading-volumes/chD3bvgR3Rt">XRP, Dogecoin Prices Slide Despite Record First-Day ETF Trading Volumes</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Apple CEO Tim Cook holds a next generation iPhone 17 during an Apple special event at Apple headquarters on September 09, 2025 in Cupertino, California. (Photo by Justin Sullivan/Getty Images)

Tim Cook Reportedly Says Apple Watch Could Alert 1 Million Users to Hypertension This Year

In an interview with CNBC, he highlighted the device’s growing role in health monitoring as more than a billion people worldwide live with the condition.

Google has reportedly launched a new payments system on Tuesday that will make it easier for AI apps to move money around, including stablecoins.Shares of Google-parent&nbsp;<a href="https://stocktwits.com/symbol/GOOG">Alphabet</a> (GOOG/GOOGL) edged lower after the opening bell. The stock was down 0.2% at the time of writing, while retail sentiment on Stocktwits moved higher but remained within ‘bearish’ territory over the past day.&nbsp;According to a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://fortune.com/crypto/2025/09/16/google-ai-payments-protocol-stablecoins-coinbase-salesforece-ethereum-foundation/">report</a> by Fortune, the open-source protocol not only supports more traditional forms of payments, such as credit and debit cards, but also stablecoins —cryptocurrencies pegged to underlying assets, like the U.S. dollar.The effort reportedly involved collaboration with Coinbase (COIN), which has developed its own AI and crypto payments infrastructure, as well as input from the Ethereum Foundation. The report stated that Google also consulted with more than 60 organizations spanning finance and e-commerce, including Salesforce (CRM), American Express (AXP), and Etsy (ETSY).“The way we built it is from the ground up to factor in both heritage and existing payment rail capabilities as well as forthcoming capabilities such as stablecoins,” James Tromans, the head of Web3 at Google Cloud, told Fortune.The launch builds on a protocol Google released in April to create a common standard for AI agents to communicate. The report said the latest release extends that framework to agent-to-agent payments, aiming to ensure transactions remain secure and aligned with human intent.Coinbase and Google worked to make their systems interoperable, Erik Reppel, head of engineering at Coinbase’s developer platform, told Fortune. “We’re all working to figure out how we can make AI transmit value to each other,” he said.The push comes amid a more crypto-friendly policy environment in Washington. Industry leaders, including Strategy’s Michael Saylor and Fundstrat’s Tom Lee, are scheduled to meet Congress on Tuesday to discuss President Trump’s proposed Strategic Bitcoin Reserve and the BITCOIN Act.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-ethereum-trade-cautiously-ahead-of-fed-meeting-congress-to-weigh-btc-reserve/chwyiE1RdzT">Bitcoin, Ethereum Trade Cautiously Ahead Of Fed Meeting – Congress To Weigh BTC Reserve</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Google logo and lettering can be seen on the façade of the company's Munich headquarters. (Photo by Matthias Balk/picture alliance via Getty Images)

Google Taps Coinbase, Ethereum Foundation For New Payments Protocol With Stablecoin Support: Report

According to a report by Fortune, Google also consulted with more than 60 organizations spanning finance and e-commerce, including Salesforce, American Express, and Etsy.

Magnite (MGNI) announced on Tuesday that it has filed a lawsuit against Alphabet’s (GOOG/GOOGL) Google in the U.S. District Court for the Eastern District of Virginia, seeking damages tied to antitrust violations.&nbsp;<a href="https://stocktwits.com/symbol/MGNI">Magnite’ stock</a> rose more than 1% in pre-market trade on Tuesday. On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory over the past day. Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/GOOG">Alphabet’s stock</a> edged 0.46% higher but retail sentiment continued to trend in ‘bearish’ territory even as chatter rose to ‘high’ from ‘normal’ levels.&nbsp;One of the largest independent sell-side advertising platforms alleges that Google’s practices locked publishers into its systems and steered business to its own exchange, harming rivals and stifling innovation.&nbsp;“Google did not earn its privileged position in the ad tech ecosystem through innovation or competition on the merits. Instead, it first bought its way to dominance,” the lawsuit said.&nbsp;The move follows an April 2025 federal ruling that found Google “willfully engaged in a series of anticompetitive acts” to maintain monopoly power in ad exchange and ad server markets.&nbsp;Magnite CEO Michael Barrett said the company was built to help publishers improve ad revenue through technology and transparency, but argued that Google’s self-preferencing practices made that mission harder to achieve. He added that Magnite hopes the legal action will help restore competition and innovation across the digital ad ecosystem.Magnite had previously signaled potential action. On its second-quarter (Q2) earnings call, Barrett told investors the company was “looking at” litigation and saw “a lot of merit there.”The lawsuit follows similar actions by publishers and rivals. Gannett filed a complaint in 2023, and in August, supply-side platform OpenX&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.openx.com/news/openx-accuses-google-of-rigging-ad-auctions-in-new-antitrust-lawsuit/">sued</a> Google in federal court, accusing it of abusing its dominance through a decade-long pattern of self-preferencing.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-ethereum-trade-cautiously-ahead-of-fed-meeting-congress-to-weigh-btc-reserve/chwyiE1RdzT">Bitcoin, Ethereum Trade Cautiously Ahead Of Fed Meeting – Congress To Weigh BTC Reserve</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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.

Magnite Files Antitrust Suit Against Google Over Ad Market Monopoly

Magnite has alleged Google’s practices locked publishers into its systems and steered business to its own exchange, harming rivals and stifling innovation. 

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.

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.

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