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Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is experiencing heightened volatility and trading volume as investors position themselves ahead of the upcoming fourth-quarter earnings release and monitor key regulatory milestones. The community is actively debating the company's long-term potential as a provider of nuclear energy for AI data centers versus concerns regarding its pre-revenue status, recent insider selling, and the broader macro-driven rotation out of high-beta speculative equities.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors digest a massive 27 billion dollar AI infrastructure deal with Meta, paired with analyst price target hikes and ongoing support from Nvidia. While some market participants are expressing concerns over share dilution and debt financing, the broader community remains heavily focused on the company's rapid scaling and its positioning as a key player in the AI compute sector.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is trending as investors digest long-term clinical data, potential buyout speculation, and strategic marketing shifts following a period of suppressed share price action. The community is actively debating the company's valuation as a standalone commercial growth story versus its viability as a takeover candidate, while maintaining a strong focus on the competitive performance of Briumvi in the MS market.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending following a significant $3 million insider purchase by Paul Manning, which has revitalized investor confidence despite recent volatility and capital raising efforts. The community remains hyper-focused on the company's upcoming Phase 3 prostate cancer trial results and the strategic potential for a multi-billion dollar buyout as the firm moves toward a planned BLA submission.

Swarmer, Inc. is an AI-driven software company, which develops software platforms and AI systems for autonomous swarm control of drones and unmanned vehicles. The firm offers STYX AI Command and Control System, MINAS Autonomy and Collaboration AI, and TRIDENT Embedded Drone Operating System. The company was founded by Alex Fink and Serhii Kuprienko in May 2023 and is headquartered in Austin, TX.

Swarmer Inc.

Swarmer Inc. is drawing significant attention following its Nasdaq IPO and volatile market debut, with investors debating the growth potential of its drone autonomy software currently deployed in combat zones.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is surging toward all-time highs as investors position themselves ahead of a highly anticipated earnings report, fueled by reports of an HBM4 supply deal for Nvidia's new Vera Rubin systems. The community is actively debating whether the stock's massive rally is sustainable or if it represents a 'priced-in' event, with many bulls pointing to structural memory shortages and institutional accumulation as drivers for further growth toward the $500$600 range.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology is facing significant volatility ahead of its earnings release, with investors debating whether the stock's recent pullback is a buying opportunity or a reaction to shifting market sentiment toward optical connectivity. Community discussion is sharply divided between those pointing to robust revenue growth and essential data center infrastructure demand, and others concerned about aggressive institutional selling and perceived technical weakness.

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 trading in a tight consolidation range as investors monitor the company's progress on its Neutron rocket and backlog conversion, while anticipation builds for a broader industry re-rating tied to the upcoming SpaceX IPO. The community remains focused on the firm's expanding defense contracts and frequent launch cadence, often comparing it to a space-based "Uber" that serves as a key player in satellite deployment and national security.

Air Canada engages in the provision of airline transportation services. Its services cover full-service airline, scheduled passenger and cargo services, serving more than two hundred airports on six continents. It operates through the following geographical segments: Canada, U.S. Transborder, Atlantic, Pacific, and Other. The company was founded on April 11, 1936 and is headquartered in Saint-Laurent, Canada.

Air Canada Inc. - Ordinary Shares (Voting and Variable Voting)

Air Canada Inc.

Air Canada is seeing increased investor activity driven by strong corporate travel demand across the Atlantic and shifting long-haul transit patterns that favor Canadian hubs. The community is actively debating the company's fuel hedging strategies, the potential for aggressive share buybacks, and how regional geopolitical developments are impacting global flight capacity and pricing power.

Solaris Energy Infrastructure, Inc. is a holding company, which engages in the manufacture of patented mobile proppant management systems that unload, store, and deliver proppant to oil and natural gas well sites. Its products include Mobile Proppant and Mobile Chemical Management Systems, and Inventory Management Software. The firm's services include field, last mile management, and transloading services. The company was founded by William A. Zartler in 2014 and is headquartered in Houston, TX.

Solaris Energy Infrastructure Inc. - Ordinary Shares - Class A

Solaris Energy Infrastructure is gaining momentum as investors bet on its ability to support the surging power demands of AI data centers, recently bolstered by new capacity announcements and joint ventures. The community is actively debating the company's long-term growth potential and its strategic positioning as an essential infrastructure provider for the expanding energy needs of the tech sector.

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Nvidia Corp (NVDA) CEO Jensen Huang on Wednesday reportedly highlighted the company’s massive revenue potential over the next two years, signaling strong growth across its product portfolio.&nbsp;In a CNBC interview, Huang emphasized that Nvidia already has a clear path to over $1 trillion in combined sales from its flagship Blackwell and Rubin GPU platforms, with more orders expected to come in before the end of 2027.<blockquote>“At this point with another 21 more months to go for the end of 2027, we already have high confidence visibility of $1 trillion plus for just Blackwell and Rubin.”-Jensen Huang, President and CEO, Nvidia&nbsp;</blockquote><a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> inched 0.06% lower on Tuesday morning.&nbsp;Get updates to this developing story directly on Stocktwits.

Nvidia's CEO Jensen Huang speaks during a keynote address at Nvidia's GTC Conference.

Nvidia CEO Jensen Huang Says $1 Trillion In Blackwell And Rubin Sales Is Just A Baseline, There's More To Come: Report 

Huang said there are nearly two more years of additional orders and revenue from Nvidia’s broader product lineup still to come. 

Equity

Huang said there are nearly two more years of additional orders and revenue from Nvidia’s broader product lineup still to come. 


<ul class="summary-bullets"><li>Huang said that the sales of Nvidia’s Blackwell chips and its next-generation Vera Rubin chips would boost revenue through 2027.&nbsp;</li><li>Nvidia is slated to launch Vera Rubin, the successor to its Grace Blackwell chips, later this year.</li><li>The founder said that the inference inflection had arrived in the market, now that AI was capable of doing productive work.</li></ul>Nvidia Corp. (NVDA) is expecting revenue of at least $1 trillion through 2027 as demand for artificial intelligence computing infrastructure accelerates.Founder and CEO Jensen Huang said in his keynote address at Nvidia GTC 2026 that the surge comes from a sharp increase in computing requirements as AI systems move from training to large-scale inference."The inflection, the inference inflection, has arrived,” Huang said.“Last year at this time, I said that where I stood at that moment in time, we saw about $500 billion. We saw $500 billion of very high confidence demand and purchase orders for Blackwell and Ruben through 2026,” he said. “Well, I'm here to tell you that right now, where I stand, a few short months after GTC DC, one year after last GTC, right here where I stand, I see, through 2027, at least $1 trillion."Shares of NVDA declined 0.04% in Monday’s post-market trade.<h2 class="st-heading-2">Accelerating Chip Demand</h2>At the Nvidia GTC 2026 event in San Jose, Huang said that the sales of Nvidia’s Blackwell chips and its next-generation Vera Rubin chips would boost revenue through 2027. Nvidia is slated to launch Vera Rubin, the successor to its Grace Blackwell chips, later this year.Huang said that AI had finally reached the point where it was able to do productive work. Making a case in point, the founder said that all of Nvidia's software engineers use AI coding assistants, such as Anthropic's Claude Code and OpenAI's Codex.“I believe that computing demand has increased by one million times in the last two years,” Huang said. “It is the feeling that we all have. It is the feeling every startup has.”<h2 class="st-heading-2">GTC Launches</h2>Meanwhile, Huang also announced a slew of launches at the GTC. The founder of the semiconductor company announced seven new chips for the Nvidia Vera Rubin platform, unveiled the Nvidia Vera CPU, calling it "the world's first processor purpose-built for the age of agentic AI and reinforcement learning,” and the Nvidia Vera Rubin DSX AI Factory reference design, a guide for building codesigned AI infrastructure, among other announcements.<h2 class="st-heading-2">Retail Take</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> went to ‘neutral’ from the ‘bearish’ territory over the past 24 hours amid ‘low’ message volumes.One bullish user said the revenue outlook would likely push the company to a $6 trillion market cap.<stembedurl>https://stocktwits.com/Krajisnik/message/647675061</stembedurl>&nbsp;Another user called the outlook “outstanding,” adding that the revenue was much higher than the gross domestic product (GDP) of most countries.<stembedurl>https://stocktwits.com/AlwaysABullNeverABear/message/647677026</stembedurl>&nbsp;Shares of NVDA have risen more than 53% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of Nvidia is displayed on a smartphone screen. (Photo by Li Hongbo/VCG via Getty Images)

Nvidia Sees At Least $1T In Revenue Through 2027, Says Jensen Huang At GTC 2026

Huang said that the surge comes from a sharp increase in computing requirements as AI systems move from training to large-scale inference.

<ul class="summary-bullets"><li>The CEO also announced seven new chips for Vera Rubin, the Nvidia Vera CPU, Nvidia Vera Rubin DSX AI Factory reference design, and DLSS 5, AI-driven 3D computer graphics.&nbsp;</li><li>The company also announced the Nvidia NemoClaw stack for the OpenClaw agent platform.</li><li>Huang also said that Nvidia is expecting revenue of at least $1 trillion through 2027 amid high demand for computing infrastructure.</li></ul>Nvidia Corp. (NVDA) founder and CEO Jensen Huang unveiled multiple products at the company’s GPU Technology Conference (GTC) 2026 on Monday in a keynote speech of more than two hours.Despite the impressive product list, shares of the company slipped in extended trading hours, declining about 0.2% at the time of writing, trimming gains after trading up during the conference.Huang also said that Nvidia is expecting revenue of at least $1 trillion through 2027 amid high demand for computing infrastructure.<h2 class="st-heading-2">Significant Announcements</h2>Among the many announcements, Huang launched the Nvidia Groq 3 Language Processing Unit, or LPU, a low-latency inference accelerator for the Nvidia Vera Rubin Platform.“We united, unified two processors of extreme differences, one for high throughput, one for low latency. It still doesn’t change the fact that we need a lot of memory,” Huang said. “And so we’re just going to add a whole bunch of Groq chips, which expands the amount of memory it has.”The CEO also announced seven new chips for Vera Rubin, the Nvidia Vera CPU, Nvidia Vera Rubin DSX AI Factory reference design, and DLSS 5, AI-driven 3D computer graphics.To improve deployment of accelerated storage infrastructure capable of the long-context reasoning required for agentic AI, the company announced Nvidia BlueField-4 STX, a modular reference architecture to support enterprises, cloud and AI providers.The company also announced the Nvidia NemoClaw stack for the OpenClaw agent platform, the Nvidia Physical AI Data Factory Blueprint as an open reference architecture to unify and automate training data, and announced that it was expanding its open model families to power the next wave of agentic, physical and healthcare AI.<h2 class="st-heading-2">Analyst Take</h2>Wedbush said on Monday that Huang’s keynote speech reinforced Nvidia’s position "at the top of the AI demand curve for 2026 and beyond," according to TheFly.The analyst told investors in a note that the founder’s announcements had clarified that the AI revolution was accelerating, not decelerating, adding that the CEO "raised the bar significantly" by announcing the company’s $1 trillion revenue target.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> jumped to ‘bullish’’ from the ‘bearish’ territory over the past 24 hours amid ‘low’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_17_at_4_49_30_AM_png_3a51352d14.webp" alt="Screenshot 2026-03-17 at 4.49.30 AM.png" width="1262" height="157"></figure>&nbsp;Shares of NVDA surged more than 53% in the past year.Meanwhile, the <a href="https://stocktwits.com/symbol/spy">SPDR S&amp;P 500 ETF Trust</a> (SPY) is up more than 17% over the past 12 months, the <a href="https://stocktwits.com/symbol/qqq">Invesco QQQ Trust</a> (QQQ) ETF is up 24%, and the <a href="https://stocktwits.com/symbol/smh">VanEck Semiconductor ETF</a> (SMH) has gained over 72% in the same time.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The NVIDIA logo is displayed on a mobile phone. (Photo by Jonathan Raa/NurPhoto via Getty Images)

NVDA Shares Slip After-Hours Despite A Slew Of New Product Announcements At GTC 2026

Among the many announcements, Huang launched the Nvidia Groq 3 Language Processing Unit, or LPU, a low-latency inference accelerator for the Nvidia Vera Rubin Platform.

The market finally sees energy and agriculture risk in Iran why are they ignoring a possible "AI black swan"?

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South Korea's $350B U.S. investment pledge could lift the country's export momentum while boosting key U.S. sectors. Here are some ETFs that may benefit.

SMH, TSM, ASML, ADI: ETF Outflow Alert

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Should You Invest in the VanEck Semiconductor ETF (SMH)?

Bank of America drops shock message on the stock market

The stock market appears to be in the middle of a reset, but Bank of America feels investors shouldn't expect a major rebound just yet. BofA's chief investment strategist, Michael Hartnett, argues...

<ul class="summary-bullets"><li>CEO Matt Murphy said that Marvell’s fiscal 2027 data center revenue is expected to grow by 40% and fiscal 2028 to grow close to 50%.&nbsp;</li><li>The Delaware-based company reported a fourth-quarter (Q4) net revenue of $2.22 billion, a 22% year-on-year growth, and higher than analysts’ estimates of $2.21 billion.</li><li>On the call, Murphy highlighted the company’s AI data center performance, stating revenues were over $6 billion in the segment, clocking a growth of 46% year-over-year.</li></ul>Shares of Marvell Technology, Inc. rallied more than 13% in Thursday's post-market hours, after the company announced first-quarter (Q1) 2027 guidance ahead of Street consensus.For Q1, the company projected net revenue of $2.4 billion, with a margin of 5% on either side. This was above consensus estimates of $2.28 billion. In a call with investors, Chairman and CEO Matt Murphy also said that overall revenue for the company in fiscal 2027 is expected to grow more than 30% year-over-year, approaching $11 billion.“We expect year-over-year revenue growth to accelerate each quarter in fiscal 2027, driven by continued strength in our data center business, with bookings continuing to grow at a record pace. In addition to our strong results and outlook, our design wins in fiscal 2026 hit an all-time record, which we expect will continue to fuel our future growth,” said Murphy.The CEO also said that Marvell’s fiscal 2027 data center revenue is expected to grow by 40% and fiscal 2028 to grow close to 50%.<h2 class="st-heading-2">Q4 Snapshot</h2>The Delaware-based company reported a fourth-quarter (Q4) net revenue of $2.22 billion, a 22% year-on-year growth, and higher than analysts’ estimates of $2.21 billion, as per data from Fiscal.ai.On the call, Murphy highlighted the company’s AI data center performance, stating revenues were over $6 billion in the segment, clocking a growth of 46% year-over-year.Marvell also posted a diluted earnings per share of $0.80, marginally higher than projections of $0.79.“This performance was driven by robust demand for our interconnect switching and storage products, along with the strong ramp in our custom business, which doubled in fiscal 2026. As we begin fiscal 2027, we are seeing very strong demand across our entire data center portfolio with bookings accelerating at a record pace,” Murphy said.Marvell also announced its plans to increase capital expenditure spends, which is ultimately expected to contribute to revenue growth.<h2 class="st-heading-2">Acquisitions Update</h2>Murphy provided updates on the company’s latest acquisitions, Celestial AI and XConn Technologies. The CEO said that both acquisitions are expected to contribute about $250 million in aggregate revenue in fiscal 2028.<h2 class="st-heading-2">Retail Reactions</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/MRVL">MRVL shares</a> jumped from ‘bullish’ to ‘extremely bullish’ in the past 24 hours. Meanwhile, message volumes increased from ‘normal’ to ‘extremely high’ levels.One bullish user said Marvell was one of the most undervalued chip stocks in the market.<stembedurl>https://stocktwits.com/Championinvestor/message/646732373</stembedurl>&nbsp;Shares of MRVL have declined more than 16% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

MRVL Shares Surge 13% On Solid Q1 Guidance, Bolstered By AI Data Center Growth

For Q1, the company projected net revenue of $2.4 billion, with a margin of 5% on either side, and above consensus estimates of $2.28 billion. 

<ul class="summary-bullets"><li>The analyst cited Nvidia’s position as the leader in AI data center infrastructure for its target hike.&nbsp;</li><li>The analyst added that its leadership would translate into powerful and durable growth in revenue, cash flow, and profitability, as well as enhanced shareholder value.</li><li>Meanwhile, Wall Street has a 12-month average price target of $264.25 on NVDA shares, an upside of about 44% from its current price.</li></ul>Nvidia Corp. has garnered attention on Wall Street, most recently getting a price target update from Tigress Financial.The analyst on Thursday gave the chipmaker a target of $360, up from $350 it had previously, and reiterated a ‘Strong Buy’ on the shares. This represents an upside of about 97% from its current trading price of $183.03 at the time of writing.Shares of NVDA have gained about 56% in the past year.<h2 class="st-heading-2">Street Consensus</h2>For its target raise, Tigress Financial cited Nvidia’s (NVDA) position as the leader in artificial intelligence data center infrastructure. The analyst added that its leadership would translate into powerful and durable growth in revenue, cash flow, and profitability, as well as enhanced shareholder value.Earlier this week, Wedbush also revised its price target on NVDA shares, raising it to $300 from $230, and maintained an ‘Outperform’ rating. The firm highlighted Nvidia’s first-quarter (Q1) 2027 sales guidance, calling it the highlight of the company’s earnings call. Wedbush said the outlook was far ahead of earlier buy-side expectations.In February, Nvidia reported <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-q4-2026-earnings-smash-estimates-as-ai-demand-drives-optimistic-outlook/cZRyKrSRIGs">results</a> for its fourth-quarter (Q4) 2026, soaring past Wall Street expectations. The company projected revenues of $78 billion, plus or minus 2%, for Q1 2027, while analysts expect it to post $71.64 billion.Meanwhile, the rest of Wall Street has a 12-month average price target of $264.25 on Nvidia’s shares, an upside of about 44% from its current price, according to data from Koyfin.Of the 60 analysts covering the stock, 57 have a ‘Buy’ or higher rating on NVDA stock.<h2 class="st-heading-2">AI Demand</h2>In its results, Nvidia said that its data center division posted sales that rallied 75% year-on-year, on the back of strong demand for accelerated computing and AI.Founder and CEO Jensen Huang noted the growing demand for the company’s Blackwell chips, and highlighted how Vera Rubin chips would extend its leadership in the chip market even further.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> slipped from ‘extremely bullish’ to ‘bullish’ territory over the past 24 hours. Meanwhile, message volumes also declined from ‘extremely high’ to ‘normal’ levels.One bullish user noted the price targets for the company, adding that they believe the market will leverage NVDA shares to prop up indexes. The user suggested a strategy that would involve going long on NVDA shares and shorting the indexes.<stembedurl>https://stocktwits.com/Shutking/message/646688049</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia Stock Has Gained 56% In The Past Year — How Much More Upside Does Wall Street See?

Tigress Financial on Thursday raised its price target on Nvidia to $360, up from $350, and reiterated a ‘Strong Buy’ on the shares. 

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