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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is rallying as investors react to the company joining Elon Musk's ambitious 'Terafab' project, a strategic partnership aimed at mass-producing advanced AI chips for Tesla, SpaceX, and xAI. The community is heavily focused on this foundry deal as a key catalyst, with many traders discussing its potential to drive a long-term re-rating and short-term volatility despite ongoing geopolitical concerns.

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

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently experiencing heightened volatility driven by intense debate over Michael Burry's short position and his claims regarding Anthropic's competitive threat, while simultaneously navigating broader market speculation tied to geopolitical tensions in the Middle East. Despite the bearish sentiment and active trading battles, the community remains deeply divided, with bulls highlighting the stock's role as a mission-critical AI platform for defense and enterprise sectors while skeptics focus on its premium valuation and potential overextension.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is experiencing significant market interest driven by its pivot toward high-performance computing and data center infrastructure, with investors closely watching for upcoming tenant announcements. The community remains largely bullish on the companys expansion and execution, frequently discussing potential short squeezes while dismissing concerns over market volatility and sector-specific short-selling pressure.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is seeing significant volatility as investors debate the impact of AI on enterprise software, with recent price action driven by heavy institutional accumulation and relief rallies following an oversold period. The community remains deeply divided, balancing long-term bullish sentiment regarding the company's sticky revenue model and potential for AI integration against short-term anxiety over market sentiment and the broader sector's valuation reset.

ProShares Trust II - ProShares Ultra Bloomberg Crude Oil 2x Shares

ProShares Ultra Bloomberg Crude Oil

ProShares Ultra Bloomberg Crude Oil (UCO) is trending as traders closely monitor extreme volatility in oil markets driven by escalating geopolitical tensions in the Middle East and concerns over supply disruptions at critical energy chokepoints. While bulls speculate on further upside due to potential supply shocks and infrastructure damage, community discussion is heavily divided, with many bears highlighting the ETF's inherent structural decay from contango and volatility, cautioning that retail investors are often caught in a 'slow-motion bleed' exacerbated by frequent reverse splits.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is seeing high community engagement as investors debate the stock's future amid potential hyperscaler order announcements and its critical role in AI and silicon photonics infrastructure. While bulls emphasize the company's long-term growth potential and recent contract wins, bears express skepticism regarding its valuation relative to current revenue and negative cash flow.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is surging as investors cheer the launch of 'Muse Spark,' the first AI model from its newly established Superintelligence Labs. Community discourse is heavily focused on Meta's aggressive push to embed AI across its entire app ecosystem, with traders debating whether this distribution-first strategy provides a stronger competitive edge than the standalone chatbot models offered by rivals.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshire Hathaway is trending as investors react to the transition of leadership from Warren Buffett to Greg Abel, alongside scrutiny of the company's massive cash pile and recent quarterly earnings that missed expectations. The community is actively debating whether the record liquidity signals a defensive hedge against potential market volatility or an inability to deploy capital effectively in the current economic climate.

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

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is seeing heavy selling pressure as investors react to management's decision to sacrifice near-term revenue and margins in favor of aggressive user growth targets. While the community remains deeply divided between those viewing the pullback as a buying opportunity given the company's strong cash position and buyback program, others are raising concerns about long-term sustainability due to AI-driven competition.

Avis Budget Group, Inc. engages in the provision of vehicle sharing and rental services. It operates through the Americas and International segments. The Americas segment includes vehicle rental and car sharing operations in North America, South America, Central America, and the Caribbean. The International segment is involved in vehicle rental and car sharing operations in Europe, the Middle East, Africa, Asia, and Australasia. The company was founded in 1946 and is headquartered in Parsippany, NJ.

Avis Budget Group Inc

Avis Budget Group is experiencing significant volatility driven by a powerful short squeeze as investors bet on extreme price action similar to past meme stock surges. The community is actively debating the stock's fundamental disconnect, with many highlighting its high debt and declining earnings while others monitor the massive short interest and institutional positioning as primary catalysts for the ongoing rally.

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<ul class="summary-bullets"><li>Wells Fargo said in a note on Friday, “What is bad for SMCI is good for DELL, just in terms of market share shifts.”</li><li>Wedbush analyst Matt Bryson reportedly said that Dell is most likely to scoop up business from Super Micro.&nbsp;</li><li>On Thursday, the U.S. Attorney’s Office unsealed an indictment that charged three individuals related to Super Micro with smuggling many of Nvidia’s high-performance AI servers to China.</li></ul>Super Micro Computer Inc. (SMCI) shares are plunging amid smuggling charges from the U.S. Attorney’s Office against its employees and a contractor, including a co-founder of the company. Meanwhile, Wall Street analysts reportedly believe Dell Technologies Inc. (DELL) could benefit from this.According to a CNBC <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/20/super-micro-shares-plunge-on-shocking-smuggling-case-one-stock-stands-to-benefit.html">report</a>, Dell Technologies, another system builder in the artificial intelligence ecosystem, is a prime alternative for SMCI’s AI servers.For context, Dell is a direct competitor to SMCI in the enterprise and AI infrastructure markets. It sells servers, storage, and other solutions that can be seen as substitutes for SMCI’s products.Wells Fargo said in a note on Friday, “What is bad for SMCI is good for DELL, just in terms of market share shifts,” as per CNBC.SMCI stock was down more than 27% on Friday at the time of writing, while DELL stock has gained nearly 6%. The Defiance Daily Target 2X Long SMCI ETF (SMCX), which tracks twice the daily price movement of Super Micro, <a href="https://stocktwits.com/news-articles/markets/equity/smcx-etf-plummets-55-as-super-micro-legal-troubles-and-export-violations-weigh-on-investor-sentiment/cZ3XAV4RILj">tumbled more than 55%</a> on Friday.<h2 class="st-heading-2">Wall Street’s Rationale</h2>Meanwhile, Wedbush analyst Matt Bryson reportedly said that Dell is most likely to scoop up business from Super Micro. “If SMCI operations are disrupted, we would suspect DELL might be the most immediate beneficiary as Dell has emerged as the other significant supplier of AI servers/equipment to large non-hyperscale AI customers (neoclouds, sovereign entities, model builders),” Bryson said, as per CNBC’s report.Melius Research’s Ben Reitzes also commented on Dell’s gains from SMCI’s decline, saying the latest mishap of the smuggling case could be Dell’s “biggest windfall yet.”“Of the U.S. resellers of AI servers, Dell had the best relationship with Nvidia before this headline – now it will just get better,” Reitzes reportedly said.Jefferies also noted that Dell was looking strong in light of SMCI’s smuggling case, while Mizuho said Dell “would be a net winner if share shifted.”<h2 class="st-heading-2">Smuggling Allegations</h2>On Thursday, the U.S. Attorney for the Southern District of New York <a href="https://stocktwits.com/news-articles/markets/equity/super-micro-stock-slides-on-indictment-linked-to-nvidia-chip-exports/cZ3azuoRIhq">unsealed an indictment </a>that charged three individuals related to Super Micro with diverting many high-performance AI servers to China, specifically those of Nvidia Corp. (NVDA), without obtaining permission from the U.S Department of Commerce, thereby in direct violation of export control laws.Two SMCI employees, including co-founder Yih-Shyan “Wally” Liaw, a manager, and a contractor, were charged with the violation. However, Super Micro had not been named as a defendant in the indictment.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/DELL">DELL shares</a> remained in the ‘bearish’ territory in the past 24 hours, amid ‘extremely low’ message volumes.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/SMCI">SMCI shares</a> was in the ‘neutral’ territory amid ‘normal’ message volumes.One user said that Dell shares were finally trading like they should have, adding that the company was always likely to have taken over business from SMCI.<stembedurl>https://stocktwits.com/stockwatcherking/message/648096694</stembedurl>&nbsp;SMCI shares have plummeted more than 42% in the past year, while DELL stock has gained more than 67% in the same time.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Dell logo is seen displayed on a smartphone. 

Super Micro Stock’s Plunge Will Boost This Company’s Shares, Wall Street Says 

Dell Technologies, another system builder in the AI ecosystem, is a prime alternative for SMCI’s AI servers, say Wall Street analysts, according to a CNBC report.

Equity

<ul class="summary-bullets"><li>The indictment targets Yih-Shyan “Wally” Liaw, Ruei-Tsang “Steven” Chang, and Ting-Wei “Willy” Sun.</li><li>Liaw helped establish Super Micro in 1993 and became a board member in 2023.</li><li>In 2024, Hindenburg Research accused Super Micro of accounting fraud, insider self-dealing, and violating sanctions.</li></ul>The Defiance Daily Target 2X Long SMCI ETF (SMCX), which tracks twice the daily price movement of Super Micro Computer Inc. (SMCI), plummeted 55% on Friday after smuggling charges were brought against Super Micro Computer employees.&nbsp;The ETF has over $151 million in assets under management (AUM). At the time of writing, retail sentiment around the ETF was in ‘neutral’ territory.&nbsp;<h2 class="st-heading-2">U.S. Authorities Unseal Indictment Over AI Server Export Scheme To China</h2>On Thursday, the U.S. Attorney for the Southern District of New York announced the unsealing of an indictment charging three individuals with illegally diverting high-performance servers and U.S. artificial intelligence technology to China, in violation of export control laws.The&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.justice.gov/usao-sdny/pr/three-charged-conspiring-unlawfully-divert-us-artificial-intelligence-technology-china?bm-verify=AAQAAAAN_____wYBsB9IA9J64ObsVseqiZu79NX43zvdZ-UHCRWk9VU5o9LS1dV7ozzMXR3--jpCrkjNql9mqR_yA65q9ngnToaPgTyHkjuVYPMRSOCeAWYfQ6l3BpB6rQAckztkZ80sES3YVgOECI4FgKazDDVbCMuDpmt-1jE5oES59jRjyQQ6Tu9FLy0UJnK9Mi3uojET7N5ndFhB4-GpMrDLMUL6m-mNaIvsz3cNfwX8M1d1uODbSeW4Hqn77tX90GqLzg4JcUMNoXECgwbv5jVnprS6ZuF1gLL2i7QAoMakwf0Zy6isjC3TSa2twPMTcOjByWaR2KgVGFXJ4m8ApJd1FrNwC8PmJj5PXYHksn9BUsvYoJGqQSeBOAdBtyuUM16CEeSn27Mk2hTNV6C-JSG9-pEe0bA#_ftn1">indictment</a> by the Justice Department targets Yih-Shyan “Wally” Liaw, Ruei-Tsang “Steven” Chang, and Ting-Wei “Willy” Sun. Liaw, a U.S. citizen, and Sun, a Taiwanese national, were arrested in California, while Chang, also from Taiwan, remains at large.&nbsp;Liaw helped establish Super Micro in 1993 and became a board member in 2023. Chang worked as a sales manager at Super Micro’s Taiwan branch, and Sun worked as an external contractor.<a href="https://stocktwits.com/symbol/SMCI">Super Micro stock</a> traded 28% lower on Friday morning. Retail sentiment around the stock changed to ‘neutral’ from ‘bearish’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_20_090429_png_6678febdd2.webp" alt="SMCI’s Sentiment Meter and Message Volume as of 09:35 a.m. ET on Mar. 20, 2026 | Source: Stocktwits" width="925" height="100"><figcaption>SMCI’s Sentiment Meter and Message Volume as of 09:35 a.m. ET on Mar. 20, 2026 | Source: Stocktwits</figcaption></figure>The Trump administration now requires Commerce Department approval for all U.S. semiconductor exports to China and Macau, including chips from Nvidia and AMD.<h2 class="st-heading-2">Super Micro’s Record Of Financial Problems&nbsp;</h2>Hindenburg Research, a prominent investigative research firm, published a report in 2024 accusing Super Micro of “accounting manipulation, sibling self-dealing, and sanctions evasion.”Super Micro is no stranger to regulatory and financial scrutiny. In August 2018, the company was delisted from Nasdaq after failing to file financial statements for two consecutive years.The company offers servers, AI systems, storage, IoT devices, networking equipment, software, and support services to customers across cloud data centers and edge computingSMCI stock has gained over 5% yesr-to-date.&nbsp;Also See:&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/can-planet-lab-backlog-nvidia-deal-make-it-the-breakout-space-tech-company-of-2026-retail-sees-it-emulating-asts-rklb/cZ3XYN3RILa">Can Planet Lab's $900M Backlog, Nvidia Deal Make It The Breakout Space Tech Company Of 2026? Retail Sees It Emulating ASTS, RKLB</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Super Micro Computer, Inc. (Supermicro) logo appears on the screen of a smartphone in Reno, United States, on December 7, 2024.

SMCX ETF Plummets 55% As Super Micro Legal Troubles And Export Violations Weigh On Investor Sentiment

Super Micro executives were indicted for illegally exporting AI servers to China.

<ul class="summary-bullets"><li>A record $5.7 trillion “triple witching” options expiry threatens to inject fresh swings into an already fragile market.</li><li>Markets remain on edge as escalating Middle East tensions fuel oil volatility.</li><li>SMCI stock tanks 20% in early pre-market trade on alleged Nvidia chip diversion to China.&nbsp;</li></ul>U.S. stock futures took a breather early Friday with investors parsing the latest developments in the Middle East. However, fresh Israeli strikes on Iran and risks around the Strait of Hormuz are keeping oil volatility in action.Traders will also be&nbsp; focusing on a historic options expiration. They are&nbsp; bracing for a staggering $5.7 trillion in notional options to expire today, which is reportedly the largest March expiry in Citigroup data going back to 1996.&nbsp; As of 4:00 a.m. ET on Friday, Dow futures rose 0.2%, S&amp;P futures gained 0.1%, the Nasdaq futures were flat with a positive bias, and Russell 2000 futures were up 0.3%.Caution prevails among the traders. Retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, remained ‘extremely bearish, and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq-100 Index, has remained ‘bearish’ amid high trading volume.&nbsp;Trending Stocks To Watch Super Micro Computer (SMCI):&nbsp;The stock is on retail radar this morning after U.S. prosecutors charged three individuals, including a co-founder and a board member, in a scheme to smuggle Nvidia (NVDA) chips to China. Both companies have stressed on compliance in their statements.&nbsp;Nvidia (NVDA) &amp; Amazon (AMZN):&nbsp;Despite the SMCI scandal, Nvidia remains in focus following reports it will sell 1 million chips to Amazon by the end of 2027 as part of a massive cloud infrastructure deal. Amazon also boosted its logistics wing by acquiring the autonomous robotics startup Rivr.Meta (META): The company reportedly reversed its decision to shut down&nbsp;Horizon Worlds for Quest VR headsets, citing fan feedback.Tech stocks also remain in the spotlight on reports that the White House is expected to release a&nbsp;national AI regulatory framework in the coming days.&nbsp;Tesla (TSLA):&nbsp;The EV giant is back in focus as it doubles down on its solar and energy ambitions with a $2.9 billion China-linked expansion, while also nearing a potential rollout of its Full Self-Driving (FSD) software in Europe.FedEx (FDX): The stock is garnering retail attention following a Q3 earnings beat and a raised FY26 outlook. Analysts at Wells Fargo and JPMorgan raised price targets to $430–$432.&nbsp;Investors are shifting focus to&nbsp;rare earth stocks (MP, UAMY, USAR) following a landmark joint action plan between the U.S. and Japan. The two nations announced a $73 billion energy and minerals initiative, including the development of deep-sea rare earth muds near Minamitori Island.&nbsp;Azitra Inc. (AZTR):&nbsp;The stock is seeing strong pre-market action following the pricing of a $31.4 million private placement financing.ImmunityBio, Inc. (IBRX): Its cancer therapy Anktiva appeared on Macau’s latest drug list. Also, the founder has flagged early immune activation data from an Anktiva study.Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Firefly Aerospace (FLY), AppLovin Corp (APP), and Qualcom (QCOM).&nbsp;On earnings radar, watch out for quarterly reports from Milestone Scientific (MIST), XPeng (XPEV), and Zegna (ZGN) before the bell today.For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Take A Breather Ahead Of Massive Options Expiry: Why SMCI, NVDA, TSLA, UAMY, IBRX Are Keeping Traders Engaged Today

Data from Stocktwits indicated that retail sentiment remains bearish on SPY and QQQ. 

<ul class="summary-bullets"><li>Super Micro shares dropped&nbsp;20% in Friday’s premarket; Nvidia shares&nbsp;were flat.</li><li>Super Micro argued that it is not named in the indictment and that it continues to aid the U.S. investigation into the illegal exports.</li><li>Retail sentiment on Stocktwits for SMCI shifted to ‘neutral’ from ‘bearish’ on Friday.</li></ul>Super Micro Computer, Inc. shares&nbsp;dropped 20% in early premarket trading on Friday, after the U.S. charged three people linked to the AI server company, including its co-founder, for conspiring to smuggle billions of dollars worth of servers to China in violation of export controls.The accused – Yih-Shyan “Wally” Liaw, Ruei-Tsan “Steven” Chang and Ting-Wei “Willy” Sun – allegedly diverted at least $510 million worth of servers from an unnamed U.S. manufacturer, routing them through Taiwan, to Chinese buyers between April 2024 and mid-2025, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.justice.gov/usao-sdny/pr/three-charged-conspiring-unlawfully-divert-us-artificial-intelligence-technology-china?bm-verify=AAQAAAAN_____wYBsB9IA9J64ObsVseqiZu79NX43zvdZ-UHCRWk9VU5o9LS1dV7ozzMXR3--jpCrkjNql9mqR_yA65q9ngnToaPgTyHkjuVYPMRSOCeAWYfQ6l3BpB6rQAckztkZ80sES3YVgOECI4FgKazDDVbCMuDpmt-1jE5oES59jRjyQQ6Tu9FLy0UJnK9Mi3uojET7N5ndFhB4-GpMrDLMUL6m-mNaIvsz3cNfwX8M1d1uODbSeW4Hqn77tX90GqLzg4JcUMNoXECgwbv5jVnprS6ZuF1gLL2i7QAoMakwf0Zy6isjC3TSa2twPMTcOjByWaR2KgVGFXJ4m8ApJd1FrNwC8PmJj5PXYHksn9BUsvYoJGqQSeBOAdBtyuUM16CEeSn27Mk2hTNV6C-JSG9-pEe0bA#_ftn1">statement</a> from the U.S. Justice Department.Liaw co-founded Super ​Micro in 1993 and joined its board of directors in 2023. Chang was a sales manager at Super Micro's Taiwan office, while Sun was a contractor.U.S. officials did not name the chips involved in the alleged scheme, but Nvidia dominates the AI chip market. Some of Nvidia’s most advanced chips are barred from sale to Chinese customers, while its China-compliant H200 chips are also not currently being sold amid a lack of clear regulatory approval from both Beijing and Washington.The&nbsp;<a href="https://stocktwits.com/symbol/SMCX">Defiance Daily Target 2X Long SMCI ETF (SMCX)</a>, which has an over 200% exposure to SMCI via derivatives, declined 37% in the premarket, and was among the top tickers discussed on Stocktwits.<h2 class="st-heading-2">Nvidia, SMCI Reiterate Compliance</h2>In a response over the issue, Nvidia said it remains in “strict compliance” with export rules and chips exported and sold illegally in such a manner do not get service support."Strict compliance is a top priority for Nvidia. We continue to work closely with our customers and the government on compliance programs as export regulations have expanded.” Nvidia said in a statement to CNBC.“Unlawful diversion of controlled U.S. computers to China is a losing proposition across the board – Nvidia does not provide any service or support for such systems, and the enforcement mechanisms are rigorous and effective.”Super Micro also distanced itself from the controversy. “Supermicro is not named as a defendant in the indictment… Supermicro has placed the two employees on administrative leave and terminated its relationship with the contractor, effective immediately,” it said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.supermicro.com/news/news-details/2026/Super-Micro-Computer-Issues-Statement-on-Action-by-U-S--Attorneys-Office/default.aspx">statement</a>.The company remains in full compliance with export rules and is cooperating fully with the government's investigation, it added,&nbsp;<h2 class="st-heading-2">Retail Investors Debate, Stocktwits View ‘Neutral’&nbsp;</h2>The development sparked a debate among retail traders on Stocktwits, with some heighting concerns over potential delisting of SMCI and long-term regulatory fallout and others arguing limited impact, even as the retail sentiment shifted to ‘neutral’ from ‘bearish.’“$SMCI we’re definitely going to see more red. But on the bright side, everyone, including china, knows the (Nvidia) racks are fire and willing to do hoodrat s*** to get their hands on them,”&nbsp;<a href="https://stocktwits.com/odds/message/648046412">said</a> a user.Another&nbsp;<a href="https://stocktwits.com/Optee/message/648055092">said</a> that Supermicro is a strong company, “which unfortunately appears to have been under the influence of questionable individuals,” and the stock move would be based on “how smart money, market makers, and bondholders interpret this.”For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Super Micro Computer, Inc. logo is seen displayed on a smartphone screen. 

SMCI Stock Cracks Premarket On Alleged Nvidia Chip Diversion To China; Super Micro, NVDA Stress Compliance 

The U.S. has indicted three persons linked to Super Micro for diverting at least $510 million worth of advanced U.S. chips to Chinese customers in violation of export rules.

Why Is SMCI Stock Sliding 20% Premarket Today?

The U.S. has indicted three persons linked to Super Micro for diverting at least $510 million worth of advanced U.S. chips to Chinese customers in violation of export rules.


Deutsche Bank sees 6% upside for EURO STOXX 50 by end of the year

Investing.com -- Deutsche Bank forecasts the Euro Stoxx 50 to rise by 6% by the end of 2025, maintaining its index target unchanged despite ongoing trade tensions.

BofA sees 10%+ downside risk for European stocks

Investing.com -- Bank of America (BofA) sees a correction looming for European equities, warning that markets are overly optimistic about the region’s ability to withstand a global slowdown.

Record rotation out of the U.S. & into European equities: BofA

Investing.com -- Bank of America highlighted a record rotation out of the U.S. into European equities, the bank’s latest European fund manager survey (FMS) reveals.

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