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Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is sharply trending downward, fueling intense debate between bulls accumulating on oversold conditions and bears predicting further crashes to 50k or lower; widespread community discussion and rumors linking the cryptocurrency's origin to scandalous figures are adding significant volatility and conversation.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending as its community intensely debates current price declines, with many accusing market manipulation while others accumulate on dips, anticipating gains from future regulatory clarity and Ripple's global expansion. Adding to the conversation, a controversial narrative is emerging linking Bitcoin to the Epstein files, sparking discussions about XRP's potential decoupling.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending as its shares plunge amid a sharp decline in Bitcoin prices and concerns over cryptocurrency trading volumes, prompting community discussions on whether the stock is extremely oversold or faces further downside ahead of upcoming earnings.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending due to its pivotal Eagle Line inauguration event, sparking intense community speculation about imminent OEM partnership announcementsincluding Honda and Nissanand the strategic addition of a new CFO with experience in scaling tech companies, all while the market weighs its pre-revenue status against the long-term promise of solid-state batteries.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending following its strong earnings report, though the market is largely focused on its substantial projected capital expenditures for AI, sparking mixed community sentiment on whether the aggressive investment signifies future dominance or financial strain.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending after reporting better-than-expected Q4 earnings, featuring positive net income and a new stock repurchase program, prompting bullish speculation for a rebound or acquisition. However, the community remains divided, with many critics highlighting ongoing concerns about the company's stock-based compensation and leadership.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as its recent earnings report, showcasing strong Cloud growth and overall revenue beats, has sparked significant community debate; investors are weighing the impact of much higher-than-anticipated future capital expenditures for AI infrastructure against the potential for long-term growth and market dominance.

GhostwareOS (GHOST) is the Full-Stack Privacy Layer of Solana — a next-generation AI-driven infrastructure for encrypted communication, anonymous identity management, and untraceable transactions. By combining advanced zero-knowledge protocols with autonomous AI routing, GhostwareOS allows users and developers to operate invisibly across Web3. It powers decentralized apps that demand true digital anonymity, scalable privacy, and zero metadata leakage — restoring control to users in an overexposed internet age.

Ghost

GHOST CRYPTO is trending as a leading privacy project on Solana, drawing immense community excitement and organic growth from its recent integrations with Solflare and recognition from the Solana ecosystem. Community members are passionately discussing its strong utility, low market cap, and potential for significant upward movement as a standout performer in the privacy narrative.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is trending after a significant post-earnings drop, driven by weak forward guidance citing a global memory chip shortage impacting smartphone production. While some in the community express frustration, many view the sell-off as an overreaction and a long-term buying opportunity, emphasizing the company's growing diversification into automotive, data centers, and AI.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending amidst a substantial sell-off, with widespread community discussion focusing on whether the stock is now deeply undervalued given its robust fundamentals, high user adoption, and a prior $20 billion acquisition attempt. Many investors believe institutions are accumulating shares at these levels, countering recent selling pressure fueled by broader software sector weakness and AI disruption fears.

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<ul class="summary-bullets"><li>Rosenblatt lowered its price target on Marvell to $115 from $120, while maintaining a ‘Buy’ rating on the shares.&nbsp;</li><li>The analyst said that it was reducing its FY27 and FY28 non-GAAP EPS estimates based on management's cost and revenue estimates on completion of Celestial AI’s acquisition.&nbsp;</li><li>UBS cut the price target on Marvell to $115 from $120 and kept a ‘Buy’ rating on the shares.</li></ul>Marvell Technology Inc. (MRVL) shares declined over 5% on Tuesday, shortly after the company announced the completion of its acquisition of Celestial AI on Feb. 2.The semiconductor company drew attention from Wall Street after announcing details of the acquisition. Analysts Rosenblatt, Citi, and UBS cut price targets on the company to adjust for the deal’s impact, according to TheFly.<h2 class="st-heading-2">Street Consensus</h2>Rosenblatt lowered its price target on Marvell to $115 from $120, while maintaining a ‘Buy’ rating on the shares. The analyst said that it was reducing its FY27 and FY28 non-GAAP EPS estimates based on management's cost and revenue estimates on the completion of Celestial AI’s acquisition.UBS cut the price target on Marvell to $115 from $120 and kept a ‘Buy’ rating on the shares. The firm said that it trimmed its estimates on the company to account for near-term dilution from the deal.Meanwhile, Citi also cut its price target on Marvell to $113 from $114, while maintaining a ‘Buy’ rating on the shares.<h2 class="st-heading-2">Acquisition Details</h2>In December, Marvell announced its agreement to acquire Celestial AI for about $3.25 billion in a cash-and-stock deal. On Tuesday, the company announced that it had completed the transaction.&nbsp;Celestial AI’s technologies and teams would become a part of Marvell’s Data Center Group, the company said. The deal would further strengthen its position across next-generation AI and cloud data center architectures as Celestial AI’s capabilities would expand Marvell’s optical connectivity, boosting more integrated, high-bandwidth, and power-efficient solutions for its data center customers, it added.Meanwhile, the Santa Clara-based company said that it expects initial revenue contributions from the acquisition to start in the second half of fiscal 2028, and for revenue to ramp up to a $500 million annualized run rate in the fourth quarter. The company expects revenue to double to $1 billion, on an annualized run rate, by the fourth quarter of fiscal 2029.However, the deal would increase the company’s operating expenses by about $50 million. The acquisition also set back Marvell by $1 billion in cash, and would lower the company’s Other Income by about $38 million on an annual basis, it said. Marvell also noted that the deal would result in equity dilution.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/MRVL">MRVL shares</a> climbed from ‘bearish’ to ‘neutral’ territory over the past 24 hours, amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_at_9_38_56_PM_png_dd1c094e51.webp" alt="MRVL sentiment.png" width="1277" height="151"></figure>One bullish user, however, called the company one of the most undervalued AI chip stocks, adding that they won’t be surprised if it jumps to over $200. Shares of MRVL were trading around $74.58 at the time of writing.<stembedurl>https://stocktwits.com/Championinvestor/message/643645321</stembedurl>&nbsp;Another bullish user noted how Marvell’s custom AI processors are used by four of the top hyperscalers in the U.S., and also pointed to the company’s earnings projections, saying it was a ‘no-brainer’ to buy the stock.<stembedurl>https://stocktwits.com/Sgv420/message/643628055</stembedurl>&nbsp;Shares of MRVL have lost over 34% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/why-zena-stock-rising-today-daas-deal/cZbiu18R4mT">ZENA Stock Gained In Pre-Market Today – What Is The New DaaS Deal About?</a> &nbsp;

MRVL Stock Slumps After Celestial AI Acquisition — What Does The Street Think?

Marvell announced the completion of its acquisition of startup Celestial AI on Monday.

Equity

<ul class="summary-bullets"><li>Cramer said in a post on X that compute was important to go to the next level, and that was Nvidia’s major appeal.&nbsp;</li><li>He added that investors are starting to recognize that Nvidia combines compute, storage, and strong partnerships, even as its partners work on developing their own chips.</li><li>On Monday, Nvidia announced an investment of $2 billion in CoreWeave Inc. (CRWV) to speed up efforts to add over 5 gigawatts (GW) of AI computing capacity by 2030.</li></ul>CNBC’s Mad Money host and former hedge fund manager Jim Cramer thinks one of the most appealing factors about Nvidia Corp. (NVDA) is its compute business.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2016175698017145007">post</a> on X, Cramer said, “You need COMPUTE to go to the next level and that's a huge part of Nvidia's appeal.”<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_at_10_13_32_PM_png_b68ff70aab.webp" alt="Jim Cramer's Post on X" width="1195" height="354"></figure>&nbsp;“I think people are beginning to realize that Nvidia has storage and has compute and has great partners, even if they are all trying to develop their own chips,” the American TV host said in the post.<h2 class="st-heading-2">Nvidia’s Investments</h2>On Monday, Nvidia <a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-soars-nvidia-2-billion-investment-ai-infrastructure/cmy7qzrR4h2">announced</a> an investment of $2 billion in CoreWeave Inc. (CRWV) to speed up efforts to add over 5 gigawatts (GW) of AI computing capacity by 2030, extending a previous partnership between the two companies.As part of the deal, Nvidia and Coreweave intend to build AI factories, or data centers, that would employ the chipmaker’s technology, and address the growing demand for AI compute power.The world’s most valuable company and a big driver of the AI boom, Nvidia has been investing heavily in the industry, including investments in its own customers.In November last year, Anthropic <a href="https://stocktwits.com/news-articles/markets/equity/anthropic-commits-30-billion-to-expand-azure-capacity-nvidia-microsoft-to-invest/cLPV4IvRE7t">announced</a> a deal to tap up to one gigawatt of Nvidia-powered compute infrastructure under a $30 billion capacity deal, while Nvidia committed to investing up to $10 billion in the company.The semiconductor manufacturer also made strategic investments in Elon Musk’s xAI and ChatGPT-maker OpenAI last year.<h2 class="st-heading-2">Cramer’s Other Nvidia Takes</h2>In a separate post, Cramer said on Monday that while the market’s focus appears to be on storage suppliers with shortages, Nvidia is the one driving the need for more storage. &nbsp;“It's almost as if there is a cabal that says just by the shortage companies not the ones who are creating the need for more storage. The company that is driving the need for more storage in (is) Nvidia,” Cramer said in the post.After the CoreWeave deal announcement, Cramer said in a post on X that it would be a good day to buy Nvidia stock for those who don’t already own it.He also clarified in a separate post that while he believed Nvidia stock may not "act" well, the company is doing extremely well, adding that he remains “steadfast that you should own not trade the stock!!!!!”<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around NVDA stock stayed in the ‘bullish’ territory over the past day amid ‘normal’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_at_10_39_51_PM_png_e055b40a46.webp" alt="On Stocktwits, retail sentiment around NVDA stock stayed in the ‘bullish’ territory over the past day amid ‘normal’ message volumes." width="1279" height="147"></figure>&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Shares of NVDA</a> have climbed over 60% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/core-weave-gets-wall-street-upgrade-as-ai-demand-builds/cmyaHNPR4L3">CoreWeave Gets Wall Street Upgrade As AI Demand Builds</a>

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen.

What Jim Cramer Thinks Is A Big Part Of Nvidia’s Appeal

CNBC’s Mad Money host and former hedge fund manager thinks one of the most appealing factors about Nvidia is its compute business. 

<ul class="summary-bullets"><li>Earlier on Monday, the two companies announced an expansion of their existing collaboration, with Nvidia buying $2 billion worth of CoreWeave’s Class A common stock.&nbsp;</li><li>Jefferies has a ‘Buy’ rating on CRWV shares with a price target of $120.</li><li>Mizuho raised CoreWeave’s price target to $100 from $92, while maintaining a ‘Neutral’ rating on the shares after the announcement of the deal.</li></ul>Jefferies on Monday said that the $2 billion deal between Nvidia Corp. (NVDA) and CoreWeave Inc. (CRWV) deepens the partnership of both firms and will help Nvidia push CoreWeave’s artificial intelligence factories toward more than 5 gigawatts (GW) of capacity by 2030, well above 2.9 GW at present.Earlier on Monday, the two companies announced an expansion of their existing collaboration, with Nvidia buying $2 billion worth of CoreWeave’s Class A common stock.Shares of CRWV climbed over 6% at the time of writing, while shares of NVDA lost about 0.6%.<h2 class="st-heading-2">Analyst Rationale</h2>Jefferies said that Nvidia's support on land and powered shells should ease execution risk and help scaling, according to TheFly. The analyst also added that Nvidia will help take CoreWeave's SUNK and Mission Control software to market, creating a high-margin, asset-light growth avenue.CoreWeave's stake rises to about 9% from 7%, underscoring its conviction in CoreWeave as a strategic partner, not just a reseller, Jefferies added.The analyst has a ‘Buy’ rating on CRWV shares with a price target of $120, representing an upside of about 21%.Meanwhile, Mizuho analyst Gregg Moskowitz raised CoreWeave’s price target to $100 from $92, while maintaining a ‘Neutral’ rating on the shares after the announcement of the deal.The analyst said it remains "somewhat more reserved" about the magnitude of potential revenue upside for CoreWeave over the next few quarters in a highly capacity-constrained environment. However, it added that the announcement provides "incremental confidence in the longer-term trajectory," according to TheFly.<h2 class="st-heading-2">Deal Summary</h2>As per the <a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-soars-nvidia-2-billion-investment-ai-infrastructure/cmy7qzrR4h2">deal</a>, CoreWeave will leverage Nvidia’s high-performance computing platform to design and operate AI factories, bolstered by the latter’s financial resources.The collaboration will also integrate CoreWeave’s AI-native software, such as SUNK and Mission Control, into Nvidia’s reference architectures. Meanwhile, CoreWeave will adopt multiple generations of Nvidia technology, including Rubin, Vera CPUs, and BlueField systems.Nvidia already holds a stake in CoreWeave and has committed to buying more than $6 billion in its services through 2032.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> jumped to ‘bullish’ from ‘neutral’ territory over the past 24 hours. Meanwhile, message volume jumped to ‘high’ from ‘normal’ levels.One bullish user noted that the stock’s flow at present looked more like an AI infra re‑rating than a momentum pop, referencing the deal.<stembedurl>https://stocktwits.com/PsychedStocks/message/642876639</stembedurl>&nbsp;Another bullish user said the deal felt like the ‘backbone of the US AI strategy’ taking shape.<stembedurl>https://stocktwits.com/JackBullskin/message/642866979</stembedurl>&nbsp;A third user predicted a price of $110 this week, while hoping for $120.<stembedurl>https://stocktwits.com/cannontrades/message/642867657</stembedurl>&nbsp;Shares of CRWV have gained over 147% in the past year. Meanwhile, <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> have risen over 57% in the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

In this photo illustration, the logo of AI cloud-computing startup CoreWeave is displayed on a smartphone screen with Nvidia logo in the background on May 16, 2025 in Suqian, Jiangsu Province of China. (Photo by VCG/VCG via Getty Images)

What Does The Street Think About The CoreWeave, Nvidia Deal?

Jefferies said that Nvidia's support on land and powered shells should ease execution risk and help scaling, according to TheFly. 

ETFs to Buy as Intel Plunges 17% Despite Q4 Earnings Beat 

INTC shares plummet 17% after Q4 earnings release as weak Q1 guidance rattled investors, pushing Intel-heavy ETFs into focus for diversified exposure.  

<ul class="summary-bullets"><li>CoreWeave will use Nvidia’s high-performance computing platform to design and operate AI factories.</li><li>The firm will test and validate its AI-native software and reference architectures, including SUNK and CoreWeave Mission Control.</li><li>CoreWeave will adopt multiple generations of Nvidia technology, including the Rubin platform and Vera CPUs.</li></ul>NVIDIA (NVDA) and CoreWeave, Inc. (CRWV) announced on Monday an expansion of their ongoing collaboration to scale artificial intelligence infrastructure globally, with the former purchasing $2 billion worth of the latter’s Class A common stock at $87.20 per share.&nbsp;The partnership aims to accelerate the development of more than 5 gigawatts of AI factories by 2030.<h2 class="st-heading-2">Scaling AI Infrastructure</h2>CoreWeave will use Nvidia’s high-performance computing platform to design and operate AI factories that address the rapidly growing demand for AI compute power.&nbsp;Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave’s stock</a> surged over 10% in Monday’s premarket, while that of Nvidia inched 0.6% lower. On Stocktwits, retail sentiment around CoreWeave changed to ‘bullish’ from ‘neutral’ territory amid ‘normal’ message volume.&nbsp;The companies plan to use Nvidia’s financial resources to accelerate the acquisition of land, utilities, and infrastructure necessary for factory construction.<h2 class="st-heading-2">Software And Platform Integration</h2>As part of the collaboration, CoreWeave will test and validate its AI-native software and reference architectures, including SUNK and CoreWeave Mission Control, to enhance interoperability. These tools may be included in Nvidia’s reference architectures for enterprise and cloud clients.<blockquote>“CoreWeave’s deep AI factory expertise, platform software, and unmatched execution velocity are recognized across the industry. Together, we’re racing to meet extraordinary demand for NVIDIA AI factories — the foundation of the AI industrial revolution.”&nbsp;-Jensen Huang, Founder, CEO, Nvidia&nbsp;</blockquote>CoreWeave will adopt multiple generations of Nvidia technology, including the Rubin platform, Vera CPUs, and Bluefield storage systems. Nvidia, which already holds a stake in CoreWeave, had earlier committed to purchasing over $6 billion in services from the company through 2032.CRWV stock has gained over 132% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-stock-gets-buy-upgrade-rothschild-redburn-lifts-price-target-ahead-of-earnings/cmy7pJKR4hT">META Stock Gets ‘Buy’ Upgrade: Rothschild Redburn Lifts Price Target To $900 Ahead Of Earnings</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of CoreWeave Inc. (NASDAQ:CRWV) on August 8, 2025, in Chongqing, China. 

CRWV Stock Soars 10% Pre-Market As Nvidia Invests $2B To Expand AI Factory Network

The partnership aims to accelerate the development of more than 5 gigawatts of AI factories by 2030.

<ul class="summary-bullets"><li>Northland Securities noted the company’s strategic importance to the U.S. and called the guidance “very likely to be conservative.”</li><li>Stifel described Intel’s Q4 results as a “robust beat,” but emphasized that Q1 projections reflect temporary inventory shortages.</li><li>Bank of America suggested that&nbsp; Intel’s current stock price exceeds its near-term ability to execute a profitable business model.&nbsp;</li></ul>Intel Corp. (INTC) stock continued to be in the spotlight on Friday after multiple analysts adjusted their price targets following the company’s fourth-quarter (Q4) earnings and cautious guidance for the first quarter (Q1) of 2026.&nbsp;Despite reporting stronger-than-expected earnings per share in Q4, Intel’s forecast for Q1 fell short of analysts’ predictions. The company expects revenue between $11.7 billion and $12.7 billion, with the lower end notably below the $12.5 billion analysts’ consensus estimate, according to Fiscal.ai.&nbsp;<h2 class="st-heading-2">Street Opinion</h2>Northland Securities raised its price target on Intel to $54 from $46 while maintaining an ‘Outperform’ rating, noting the company’s strategic importance to the U.S. and calling the guidance “very likely to be conservative,” according to TheFly.&nbsp;Meanwhile, UBS raised its target to $52 from $49, with a ‘Neutral’ rating, citing supply bottlenecks and structural limitations that may constrain Intel’s AI growth potential.&nbsp;<a href="https://stocktwits.com/symbol/INTC">Intel stock</a> traded 16% lower on Friday morning and was the top-trending equity ticker on Stocktwits. Retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_23_093030_png_56b886397e.webp" alt="INTC’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Jan. 23, 2026 | Source: Stocktwits" width="928" height="104"><figcaption>INTC’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Jan. 23, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Stifel Sees Long-Term Prospects Improving&nbsp;</h2>Stifel also adjusted its forecast, increasing the target to $42 from $35 while keeping a ‘Hold’ rating. The firm described Intel’s Q4 results as a “robust beat,” but emphasized that Q1 projections reflect temporary inventory shortages and high demand for server CPUs. Stifel expects Q1 to represent a fundamental low point, with longer-term prospects improving as production scales up.Meanwhile, Bank of America reaffirmed an ‘Underperform’ rating with a $40 price target, suggesting Intel’s current stock price exceeds its near-term ability to execute a profitable business model.&nbsp;In the Q4 earnings call, Intel CEO Lip-Bu Tan told that the rapid growth and broader adoption of AI tasks are putting heavy pressure on both existing and new hardware systems, highlighting how important CPUs have become in supporting AI technology.According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/23/intel-stock-earnings-q4-2025-supply.html">report</a>, Jefferies said that though it recognizes the recent optimism around Intel’s potential, the firm still doesn’t see a clear direction ahead as the company lacks a defined AI plan, and faces uncertainty around its manufacturing and packaging business.INTC stock has gained over 117% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/super-micro-stock-gains-momentum-as-q2-earnings-date-sparks-investor-interest/cmyR4ABR4gg">Super Micro Stock Gains Momentum As Q2 Earnings Date Sparks Investor Interest</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Intel Corporation logo is being displayed on a smart phone, with an Intel chip visible in the background.

Intel Draws Mixed Street Reaction After Strong Q4 But Cautious 2026 Outlook 

UBS raised its target to $52 from $49, with a ‘Neutral’ rating, citing supply bottlenecks and structural limitations that may constrain Intel’s AI growth potential. 

Can Generative AI Drive These 3 ETFs to 43% Gains This Year?

Key PointsThe VanEck Semiconductor ETF has heavy exposure to Nvidia and Taiwan Semiconductor...

<ul class="summary-bullets"><li>The company’s earnings per share also beat estimates, coming in at $0.15 versus street estimates of $0.08.</li><li>Intel projected a revenue of $11.7 billion to $12.7 billion for the next quarter, while street expectations were at $12.5 billion, as per Fiscal.ai data.</li><li>The company attributed the lower guidance to chip supply constraints, expected to be at its lowest level in Q1.</li></ul>Shares of Intel Corp. (INTC) slid over 12% in Thursday’s after-market hours as the company provided a soft outlook for the first-quarter (Q1) 2026 in its latest earnings update.Intel’s fourth-quarter (Q4) results, however, beat analyst expectations, reporting higher-than-expected revenue and earnings per share.<h2 class="st-heading-2">Results Snapshot</h2>Intel reported Q4 revenue of $13.7 billion, down 4% year-on-year, but beating analyst expectations of $13.3 billion, as per data from Fiscal.ai. The company’s earnings per share also beat estimates, coming in at $0.15 versus street estimates of $0.08.Meanwhile, the company’s full-year revenue for 2025 came in at $52.9 billion, beating street consensus of $52.5 billion.“We delivered a solid finish to the year and made progress on our journey to build a new Intel. The introduction of our first products on Intel 18A – the most advanced process technology developed and manufactured in the United States – marks an important milestone, and we’re working aggressively to grow supply to meet strong customer demand,” said Lip-Bu Tan, Intel’s CEO.However, the company’s outlook for Q1 2026 came in below street expectations. Intel projected a revenue of $11.7 billion to $12.7 billion, with the lower-end of the projection coming in much below street expectations of $12.5 billion, as per Fiscal.ai data.The chipmaker also projected earnings per share to be nil in the upcoming quarter, versus a street expectation of $0.05.<h2 class="st-heading-2">Supply Constraints</h2>The company attributed the lower guidance to chip supply constraints, expected to be at its lowest level in Q1. “As we enter 2026, our buffer inventory is depleted and the mix shift in wafers towards servers, which began in Q3, will not come out of fab until late Q1 26,” said Dave Zinsner, Intel’s Chief Financial Officer, during the earnings call.“As a result, and as we stated last quarter, our internal supply constraints are most acute in Q1,” he said. Zinsner added that while this is expected to improve in the following quarter, the company still “won’t be completely out of the woods here.”However, he said that things would improve through the year progressively. “We expect our factory network to improve available supply beginning in Q2, and for each of the remaining quarters in 2026,” Zinsner said.To manage limited capacity, Zinsner said Intel will be shifting its wafer supply away from lower-end PC products to prioritize mid- to high-end client chips. Any additional capacity would be redirected to data center products, where demand and strategic importance are higher.As a result, Intel expects some market-share fluctuations, but its priority is ensuring reliable supply to its largest and most important customers across both data center and client segments, Zinsner added.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/INTC">INTC shares</a> remained in the ‘extremely bullish’ territory over the past day amid ‘extremely high’ message volumes.One user predicted the company’s shares would tank to $37 next week from the current $47 levels.<stembedurl>https://stocktwits.com/ProKnifeCatcher87/message/642621328</stembedurl>&nbsp;Another bearish user wondered about how the guidance could be lower, given the recent surge in AI, while touting ‘bubble popping’.https://stocktwits.com/azstockguy/message/642615489A bullish user, however, said the earnings were not so bad, highlighting the slew of products that Intel has lined up that would propel it forward in the long run.<stembedurl>https://stocktwits.com/Torjaner/message/642617742</stembedurl>&nbsp;Shares of INTC gained over 148% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Intel Shares Tank On Lackluster Q1 Outlook Despite Earnings Beat

Intel reported fourth-quarter revenue of $13.7 billion, beating analyst expectations of $13.3 billion, as per data from Fiscal.ai. 

<ul class="summary-bullets"><li>On Wednesday, AMD announced the appointment of KC McClure, former Chief Financial Officer of Accenture, to its board of directors.</li><li>Bernstein raised the price target on the company to $225 from $200 while maintaining a ‘Market Perform’ rating on the shares.</li><li>Last week, AMD and Riot Platforms signed a data center lease and service agreement deal for Riot’s Rockdale data center.</li></ul>Shares of Advanced Micro Devices Inc. (AMD) gained over 6% on Wednesday morning, drawing significant retail attention amid a new board appointment, a price target update, and a recent data center lease agreement.Bernstein raised the price target on the company to $225 from $200 while maintaining a ‘Market Perform’ rating on the shares ahead of its quarterly results expected on Feb. 3.On Wednesday, AMD announced the appointment of KC McClure, former Chief Financial Officer of Accenture, to its board of directors.<h2 class="st-heading-2">Analyst Take</h2>Bernstein analyst Stacy Rasgon said the firm was adjusting its estimates to reflect better server and weaker PC assumptions, according to TheFly.The analyst said it now models AMD's fourth-quarter (Q4) 2025 at a revenue of $9.7 billion or earnings per share of $1.31, up from its previous estimate of $9.6 billion revenue and $1.30 EPS before, in line with street consensus.According to data from Fiscal.ai, the street expects a revenue of $9.61 billion for the quarter, based on 35 estimates, and an EPS of $1.31.<h2 class="st-heading-2">Board Appointment</h2>McClure will <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.amd.com/en/newsroom/press-releases/2026-1-20-amd-appoints-kc-mcclure-to-board-of-directors.html">join</a> AMD’s board from her recent role as a senior advisor to Accenture. Throughout her more than 37-year tenure at Accenture, McClure held multiple finance and accounting leadership roles, including overseeing financial operations and investor relations.“We are delighted to welcome KC to AMD’s Board of Directors,” said Dr. Lisa Su, AMD chair and CEO. “KC is a proven finance leader whose operating expertise and global perspective will be an asset as we execute our strategy and extend AMD’s leadership in high-performance and AI computing.”<h2 class="st-heading-2">Data Center Deal</h2>Last week, AMD <a href="https://stocktwits.com/news-articles/markets/equity/riot-signs-amd-data-center-lease-funds-texas-expansion-with-bitcoin-sale/cmUluNoR4Bi">signed</a> a data center lease and service agreement deal with Riot Platforms Inc. (RIOT) for the latter’s Rockdale data center.As per the agreement, Riot’s data center will provide 25 megawatts (MW) of critical IT load capacity under a 10-year initial term. The agreement includes three five-year extension options.AMD will also get an option to expand the IT load capacity by 75 MW and a right of first refusal for an additional 100 MW, bringing total potential leased capacity to 200 MW. The initial deployment will leverage Riot’s existing infrastructure, with delivery expected in two phases in January 2026 and May 2026, under a modified gross lease with annual escalators.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/news-articles/markets/equity/riot-signs-amd-data-center-lease-funds-texas-expansion-with-bitcoin-sale/cmUluNoR4Bi">AMD shares</a> was in the ‘extremely bullish’ territory over the past 24 hours amid ‘high’ message volumes.One bullish user called the company the next trillion-dollar AI firm.<stembedurl>https://stocktwits.com/H2Now/message/642429916</stembedurl>&nbsp;Another bullish user predicted the company’s shares would rise to $300 in the next quarter. Shares of AMD were trading around $245 levels at the time of writing.<stembedurl>https://stocktwits.com/SqueezerOfTheShorts/message/642422234</stembedurl>&nbsp;Shares of AMD have doubled in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp; &nbsp;

 In this photo illustration, the AMD (Advanced Micro Devices) logo is seen displayed on a smartphone screen. 

What's Sending Advanced Micro Devices Shares Higher This Morning?

Advanced Micro Devices drew attention amid a new board appointment, a price target update, and a recent data center lease agreement. 

<ul class="summary-bullets"><li>Analysts expect Intel to report $13.32 billion in quarterly revenue, 6.6% lower from the $14.26 billion reported in the same period last year, according to data from Fiscal.ai.&nbsp;</li><li>Street expectations for 2025 annual revenue are at $52.5 billion, compared to $53.1 billion posted for 2024.&nbsp;</li><li>RBC Capital said that it believes the company will post a "slight" beat with its Q4 results and largely provide an in-line outlook.</li></ul>Shares of Intel Corp. (INTC) surged nearly 11% on Wednesday, ahead of the company’s fourth-quarter (Q4) earnings expected on Jan. 22.While Wall Street expects Intel to beat earnings estimates, retail investors are hoping for a deal announcement from the company.<h2 class="st-heading-2">Earnings Expectations</h2>Analysts expect Intel to report $13.32 billion in quarterly revenue, 6.6% lower from the $14.26 billion reported in the same period last year, according to data from Fiscal.ai. Street expectations for 2025 annual revenue are at $52.5 billion, compared to $53.1 billion posted for 2024.Meanwhile, consensus estimates for earnings per share for the quarter are at $0.08, down about 38.5% from $0.13 reported last year.Meanwhile, RBC Capital said that it believes the company will post a "slight" beat with its Q4 results and largely provide an in-line outlook. The analyst reiterated a ‘Sector Perform’ rating on Intel with a price target of $50 on its shares, according to TheFly.RBC Capital also noted that PC demand for the company seemed alright at present, although flagging higher memory prices as an impact on 2026 volume growth. The analyst touted server CPU demand to be solid with wafer supply constraints peaking in Q1 as the main "limiting" factors.Bernstein raised Intel’s price target to $36 from $35 with a ‘Market Perform’ rating ahead of quarterly results, adding that the analyst is increasing its server market assumptions but lowering its PC assumptions going forward.<h2 class="st-heading-2">Strategic Investments</h2>Intel shares have gained significant attention from the market and retailers after a series of strategic deals in 2025.In Dec. 2025, Intel <a href="https://stocktwits.com/news-articles/markets/equity/intel-completes-5-billion-private-share-sale-to-nvidia/cL75r7YREDD">completed</a> a privately negotiated share sale to Nvidia Corp. (NVDA), generating $5 billion in cash. Earlier in September, Nvidia had committed to investing $5 billion in Intel stock as well as to co-developing data center and PC technologies with the company.In August, the chipmaker also <a href="https://stocktwits.com/news-articles/markets/equity/intel-stock-takes-off-in-extended-trading-after-masayoshi-son-s-soft-bank-picks-2-b-stake/chsgbiLRdXo">entered</a> a definitive securities purchase agreement with Masayoshi Son-led SoftBank (SFTBY) for $2 billion, giving SoftBank about 2% stake in Intel.The company also <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.intc.com/news-events/press-releases/detail/1748/intel-and-trump-administration-reach-historic-agreement-to">signed</a> an agreement with the Trump Administration for the U.S.government to purchase $8.9 billion common stock or about 10% stake in the company. Earlier this month, President Donald Trump <a href="https://stocktwits.com/news-articles/markets/equity/intel-shares-surge-on-trump-praise-retail-anticipates-big-news/cmU2A1JR4dC">praised</a> the company for its design and manufacturing process in the U.S., adding that the U.S. was proud to be a shareholder of the company.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/INTC">INTC shares</a> trended in the ‘extremely bullish’ territory amid ‘high’ message volumes.One user hoped for a deal announcement with Apple at the earnings, adding that the share price would soon rocket to $60. INTC shares were trading near $53.9 at the time of writing.<stembedurl>https://stocktwits.com/Bigblock6/message/642396693</stembedurl>&nbsp;Another bullish user anticipated prices surging, adding that the climb from $50 to $100 would take people by surprise.<stembedurl>https://stocktwits.com/DopamineHit/message/642399695</stembedurl>&nbsp;A third user hoped for a deal announcement from Tesla, adding that Intel has the lead on Wafer Fab capacity in the U.S.<stembedurl>https://stocktwits.com/Tyme2ryme/message/642370023</stembedurl>&nbsp;Shares of INTC have surged over 145% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

INTC Stock Is Surging Today — What Are Traders Watching?

Intel’s fourth-quarter (Q4) 2025 earnings are expected on Jan. 22, with the street expecting the company to beat earnings estimates.

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