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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is the center of intense market debate after reporting a significant earnings beat and announcing a major dividend increase and stock buyback program. While bulls highlight the company's dominant AI infrastructure role and explosive financial growth, many traders are frustrated by the stock's muted post-earnings reaction and are actively discussing the possibility of institutional manipulation designed to expire options worthless.

Applied Digital Corporation

Applied Digital is trending as investors digest a major lease milestone that pushed contracted capacity past the 1GW threshold, fueling significant long-term growth optimism among the community. While the broader AI and data center sector is experiencing volatility ahead of key earnings, many investors are viewing the current price dip as an opportunity to add to positions based on the company's strong revenue backlog.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently the subject of intense community debate as investors weigh the company's long-term potential in the burgeoning space infrastructure sector against the dilution risks posed by a newly filed up to $3 billion equity offering. While some traders are locking in profits amid volatility and concerns over valuation, bullish long-term investors are aggressively buying the dip, citing the company's growing backlog and the broader market excitement surrounding the anticipated SpaceX IPO.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit is facing intense volatility following a significant workforce reduction and mixed market reactions to its latest earnings report, prompting community debate over the company's long-term competitive moat against AI. While some investors see a bargain opportunity at current support levels, others are actively questioning whether AI disruption poses an existential threat to its core tax and accounting software business.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is experiencing high volatility as investors balance a strong earnings beat against a softer fiscal outlook, with community sentiment deeply divided between those viewing the pullback as a buying opportunity and critics concerned about margin pressures and valuation. The active discussion is currently centered on the stock's significant decline from its highs, the potential impact of consumer spending shifts, and intense speculation regarding a possible short squeeze following recent negative price action.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is trending as traders debate a potential rebound, fueled by the launch of an AI-powered shopping integration with Google Gemini and optimism surrounding the upcoming World Cup. While bulls view the stock's significant decline as a generational buying opportunity, skeptics remain focused on weak fundamental metrics and ongoing competitive pressures in the athletic apparel space.

Target Corp. engages in the operation and ownership of general merchandise stores. It offers food and general merchandise, clothing and household goods, electronics, and toys. Its brands include A New Day, All in Motion, Art Class, Auden, AVA & VIV, Boots and Barkley, Brightroom, Bullseye's Playground, Casaluna, Cat & Jack, Cloud Island, Colsie, dealworthy, Embark, Everspring, Favorite Day, Figmint, Future Collective, Gigglescape, Good & Gather, Goodfellow & Co, Hearth & Hand with Magnolia, Heyday, Hyde & EEK! Boutique, JoyLab, Kindfull, Kona Sol, Made By Design, Market Pantry, Mondo Llama, More Than Magic, Opalhouse, Open Story, Original Use, Pillowfort, Project 62, Room Essentials, Shade & Shore, Smartly, Smith & Hawken, Sonia Kashuk, Spritz, Sun Squad, Threshold, Universal Thread, up&up, Wild Fable, Wondershop, Xhilaration, California Roots, Casa Cantina, The Collection, Headliner, Jingle & Mingle, Rosé Bae, Photograph, SunPop, and Wine Cube. The company was founded by George Draper Dayton in 1902 and is headquartered in Minneapolis, MN.

Target Corp

Target shares are gaining momentum following a strong quarterly performance that beat earnings expectations, signaling a potential turnaround for the retailer. Investors are closely monitoring the company's new leadership, store expansion initiatives, and ongoing efforts to capture growth through membership and grocery categories.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware Co. Ltd. (MWC) is experiencing extreme volatility following a massive pre-market surge, fueling intense debate across the community over whether the price action is a legitimate reaction to its automotive software sector position or a classic pump-and-dump scheme. Investors are closely tracking the stock's sharp technical swings and high volume as they speculate on whether it can reclaim previous highs or if the rapid sell-off signals a permanent cooling period.

ASP Isotopes, Inc. is a pre-commercial stage advanced materials company, which engages in the development of technology and processes that will allow for the enrichment of natural isotopes into higher concentration products. Its products include medical, green energy, and Industrial isotopes. The company was founded by Paul E. Mann and Robert Ainscow on September 13, 2021 and is headquartered in Dallas, TX.

ASP Isotopes Inc

ASP Isotopes is experiencing high community engagement and volatility as investors weigh the company's ambitious helium and nuclear fuel supply agreements against significant frustration over delayed production timelines and unanswered questions regarding Si-28 isotope shipments. While recent strategic updates and institutional position increases have sparked bullish sentiment, skepticism remains high due to persistent management silence on concrete milestones and ongoing legal scrutiny.

Paimon SpaceX SPV Token (SPCX) offers investors exclusive access to SpaceX's growth potential through a British Virgin Islands Special Purpose Vehicle structure. Each token represents fractional ownership in the underlying SPV that invests in venture capital funds with SpaceX exposure. SPCX provides a unique opportunity to participate in the space industry's leading innovator. The token structure enables global qualified investors to access this premium late-stage venture equity that would typically be unavailable to most. SPCX is deployed on BNB Chain with plans for multi-chain expansion.

Paimon SpaceX SPV Token

Market excitement is surging following reports that SpaceX has selected the Nasdaq under the ticker $SPCX for a potential historic IPO in mid-June. Investors are actively debating the massive valuation, the impact on index-tracking funds, and the potential for spillover momentum into other space and aerospace-related equities.

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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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