SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is trending due to exceptionally high short interest fueling intense short squeeze speculation, amplified by recent global regulatory approvals for its Anktiva cancer treatment. The community is rallying behind Dr. Patrick Soon-Shiong's vision for a potential chemo-free cancer solution, actively discussing the drug's expanding market potential and the increasing pressure on short sellers.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending following its Q4 earnings, which revealed a wider-than-expected loss despite revenue beating estimates, alongside news of a 12% workforce reduction and concerns over future share dilution. The community is heavily discussing the company's high cash burn, its challenging path to profitability, and the lack of a permanent CEO, while some optimists point to revenue growth and institutional investor interest as potential positives.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

WEEDCOIN CRYPTO is trending as its community anticipates momentum around the upcoming '4/20' period, actively promoting it as a 'culture coin' on Solana for the global cannabis community. Discussions highlight its long-term vision and the broader potential of cannabis, citing recent research and policy developments, despite some skepticism about volatility.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending as community discussion explodes following Donald Trump's State of the Union address, with supporters hailing his speech while critics accuse him of delivering a 'clown show' full of lies, alongside renewed chatter around tariffs and ongoing Epstein claims.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is actively discussed due to a potential short squeeze, fueled by Tether's increasing ownership and substantial investment commitments for advertising and cloud services, alongside its strategic acquisition of Northern Data for AI infrastructure and the rollout of its 'Rumble Shorts' feature.

DHT Holdings, Inc. engages in the operation of a fleet of crude oil tankers. It operates through its integrated management companies in Monaco, Singapore, and Oslo, Norway. The company was founded in 2005 and is headquartered in Hamilton, Bermuda.

DHT Holdings Inc

DHT Holdings is trending as a pure-play VLCC tanker company capitalizing on global tariffs and geopolitical tensions that are extending oil shipping routes and tightening vessel supply, leading to skyrocketing charter rates. The community is highly bullish, viewing it as a "dividend monster" with a 100% net income payout policy, expecting significant future payouts.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical (DRTS) is surging following its Japan PMDA marketing approval for Alpha DaRT and encouraging clinical updates for a second Glioblastoma (GBM) patient. The community is highly bullish, anticipating a significant breakout as institutional interest grows and the company transitions to global commercialization of its physics-based 'universal killer' cancer treatment.

HP Inc. is an information technology company, which engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.

HP Inc

HPQ is actively trending as its CEO's departure to PayPal compounds investor concern over recent weak guidance and rising memory costs, yet a strong contingent of the community sees deep value in its dividend yield and long-term AI PC potential at current depressed levels.

Pieverse

PIEVERSE is seeing significant community discussion around potential short squeezes and liquidations, with traders actively punishing bears. Concurrently, the crypto is trending amidst broader conversations linking it to ongoing scam concerns within the Pi Coin ecosystem.

FIST is the governance token of FstSwap, a decentralized exchange protocol based on BSC Binance Smart Chain, with a total of 200 million tokens in full circulation

Fistbump

FIST CRYPTO is trending as it's being heavily tagged alongside promotional messages for the newly launched MIGA token, with the community actively discussing an immediate airdrop opportunity for those who purchase MIGA.

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NVIDIA Corp

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<ul class="summary-bullets"><li>The NYSE insider reportedly said that it would be even more vital to consider the earnings’ impact on the S&amp;P 500 due to Nvidia’s 7% stake in the broader market.</li><li>Woods said the focus is because of how recent tech stock earnings results impacted the broader market, citing a decline in both Meta’s and Palantir’s shares despite the companies reporting strong results.</li><li>Apart from Nvidia, results from Salesforce and Snowflake, also due on Wednesday, are also likely to impact markets, Woods said.</li></ul>Nvidia Corp.’s (NVDA) fourth-quarter (Q4) earnings results will test important levels in the stock market this week, Jay Woods, chief market strategist at Freedom Capital Markets, reportedly said.According to a CNBC <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/23/nyse-insider-jay-woods-is-watching-this-key-level-in-nvidia-as-a-tell-for-the-sp-500.html">report</a>, Woods said that he is keeping an eye on Nvidia stock to note whether it will move steadily higher after its results, due on Wednesday.The NYSE insider reportedly said that it would be even more vital to consider the earnings' impact on the S&amp;P 500 due to Nvidia’s 7% stake in the broader market.The S&amp;P 500 has been testing the 7,000 levels recently, and that is putting a focus on the index’s 100-day moving average at 6,822, he told CNBC.<h2 class="st-heading-2">The Rationale</h2>Woods said the focus is because of how recent tech stock earnings results impacted the broader market, citing a decline in both Meta’s and Palantir’s shares despite the companies reporting strong results.“Watch how [Nvidia] closes on Thursday. ... We want to see it open strong, stay strong. If not, if it pulls back, watch the 200-day moving average, this $173 area in Nvidia,” Woods told CNBC.“If it breaks it, that would be a tell for this entire market. We could get a big flush out to 6,600 in the S&amp;P 500 and Nvidia could go back to $150 over the next several months. So, very critical to watch the price action in Nvidia,” he added.Apart from Nvidia, results from Salesforce Inc. (CRM), and Snowflake Inc. (SNOW), also due on Wednesday, are also likely to impact markets, Woods said.<h2 class="st-heading-2">Earnings Expectations</h2>For the upcoming quarter, Wall Street analysts expect Nvidia to post a 68% increase in revenues, of $66.12 billion, according to data from Fiscal.ai. Meanwhile, the street expects an earnings per share (EPS) of $1.53 for the quarter, up from $0.89 posted in the same period last year. Other market experts are also anticipating a strong quarter from the company.Meanwhile, <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> climbed 0.05% in after-market hours at the time of writing. The company’s stock has surged about 47% in the past year.Simultaneously, U.S. equities climbed in Monday’s post-market hours. The <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was up by 0.04% at the time of writing, the <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) climbed 0.09%, and the <a href="https://stocktwits.com/symbol/DIa">SPDR Dow Jones Industrial Average ETF Trust </a>(DIA) was 0.04% higher.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-teams-up-with-top-firms-to-bring-ai-driven-push-to-ot-cybersecurity/cZRtwiMR4yn">Nvidia Teams Up With Top Firms To Bring AI-Driven Push To OT Cybersecurity</a>

An illustrative stock graph displayed on a screen and Nvidia logo displayed on a phone screen. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Nvidia To Test S&P 500 Strength, NYSE Insider Reportedly Says

According to a report from CNBC, Jay Woods, chief market strategist at Freedom Capital Markets, said that he is keeping an eye on Nvidia stock to note whether it will move steadily higher after its Q4 results.

Equity

<ul class="summary-bullets"><li>The firm assigned a $250 price target and suggested the upcoming report might not carry the market-moving weight it once did.</li><li>The firm suggested that investors diversify their attention across multiple AI-focused firms.</li><li>JPMorgan has reaffirmed its “Overweight” rating for Nvidia, projecting that the company will exceed expectations when it reports results.</li></ul>Nvidia Corp. (NVDA) received bullish recommendations from DA Davidson and JPMorgan ahead of its fourth-quarter (Q4) earnings, scheduled on Wednesday.&nbsp;DA Davidson has assigned a $250 price target and suggested the upcoming report might not carry the market-moving weight it once did, as investors have diversified their attention across multiple AI-focused firms, according to TheFly.According to the firm, companies such as Alphabet (GOOG, GOOGL), Broadcom (AVGO), memory chip makers, and optical technology firms are increasingly capturing investor attention, reflecting broader optimism about AI developments.&nbsp;The firm noted that while these peers’ stock prices already factor in a multi-year AI expansion, Nvidia’s current valuation primarily anticipates peak AI demand in 2026, presenting a potential opportunity for investors.Analysts expect Nvidia to report Q4 revenue of $66.12 billion, a 68% year-on-year (YoY) increase, and earnings per share (EPS) of $1.53, a 80% YoY increase, according to Fiscal AI data.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> inched 0.6% higher on Monday mid-morning. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_23_115709_png_25cc5684f8.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 11:45 a.m. ET on Feb. 23, 2026 | Source: Stocktwits" width="925" height="102"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 11:45 a.m. ET on Feb. 23, 2026 | Source: Stocktwits</figcaption></figure>According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/23/monday-wall-street-analysts-calls-like-nvidia.html">report</a>, JPMorgan has reaffirmed its “Overweight” rating for Nvidia, projecting that the company will exceed expectations when it reports results. The firm highlighted that despite the positive developments since the previous quarter, Nvidia’s stock has shown limited movement, reflecting heightened market expectations entering the Q4 reporting period.<h2 class="st-heading-2">Citrini’s Outlook To 2028</h2>Citrini Research, a firm specializing in thematic equity strategies, has issued a cautionary&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.citriniresearch.com/p/2028gic">report</a> on the rapid expansion of artificial intelligence (AI) in the economy. The research suggests that while AI continues to drive corporate spending and market enthusiasm, its long-term effects may ultimately harm both investors and the average American worker.Unlike typical bearish AI analyses that focus on infrastructure challenges, Citrini envisions a future where AI advances relentlessly but undermines economic stability by displacing white-collar jobs and reducing consumer spending power.However, acceleration in AI, as noted in the research, could benefit Nvidia, as it is one of the biggest enablers of AI infrastructure.&nbsp;NVDA stock has gained over 46% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gossamer-bio-stock-plummeted-today-what-is-behind-the-crash/cZRtwTVR4ym">Gossamer Bio Stock Plummeted 82% Today — What’s Behind The Crash?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nvidia logo appears on a smartphone. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Nvidia Gets Backing From DA Davidson, JPMorgan Ahead Of Q4 Earnings And AI Growth Surge

DA Davidson said Nvidia’s current valuation primarily anticipates peak AI demand in 2026, presenting a potential opportunity for investors.

<ul class="summary-bullets"><li>Micron Technology had appealed two final decisions by the Patent Trial and Appeal Board, which concluded it had not demonstrated that certain patent claims were obvious and hence, not suitable to be patented.</li><li>As per earlier rulings, Micron Technology will be liable to pay $445 million in the patent infringement verdicts.</li><li>Micron had previously filed two separate patent challenges, alleging that Netlist’s memory technology was a variation of existing designs.</li></ul>The U.S. Court of Appeals for the Federal Circuit on Friday rejected Micron Technology Inc.’s (MU) appeal challenging a Netlist Inc. (NLST) memory module patent.Micron Technology had appealed two final decisions by the Patent Trial and Appeal Board, which concluded it had not demonstrated that certain patent claims were obvious and hence, not suitable to be patented.The Federal Circuit upheld the validity of the patents in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cafc.uscourts.gov/opinions-orders/24-1312.OPINION.2-20-2026_2650235.pdf">opinion</a>, saying Micron “failed to prove certain claims would have been unpatentable as obvious,” adding that the arguments from the computer memory manufacturer were “unpersuasive.”As per earlier rulings, Micron Technology will be liable to <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investing.com/news/company-news/court-upholds-445-million-jury-verdict-against-micron-in-netlist-patent-case-93CH-4103592">pay</a> $445 million in the patent infringement verdicts.Shares of NLST soared, ending 20% higher on Friday, while MU shares rose more than 2.5% at market-close.<h2 class="st-heading-2">What Were The Claims?</h2>Micron had previously filed two separate patent challenges, alleging that Netlist’s memory technology was a variation of existing designs. In one case, Micron said an earlier reference, an application known as Halbert, had already disclosed the same kind of data-speed relationship between parts of a memory system, arguing Netlist cannot be granted a patent for it.However, the Board determined that Micron could not convincingly show that Halbert “teaches that its ranks communicate data at the same rate at which data is communicated between the memory module and the memory controller.”In another case, Micron claimed that Netlist’s patent included the combination of two different features from an earlier design that a skilled artisan would have been motivated to combine. However, the Board rejected that claim on the grounds that Micron had failed to explain how an engineer would have made that combination.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NLST">NLST shares</a> jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volumes jumped from ‘normal’ to ‘high’ levels.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/MU">MU shares</a> remained in the ‘bearish’ territory over the past 24 hours, amid ‘low’ message levels.Shares of NLST have gained more than 65% in the past year, while shares of MU have surged more than 314% in the same time.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/conocophillips-reportedly-mulls-sale-of-permian-assets-for-2b/cZRN1FfR4xM">ConocoPhillips Reportedly Mulls Sale Of Permian Assets For $2B</a>

In this photo illustration, the logo of Micron Technology, Inc. is displayed on a smartphone screen.

Netlist Bags Federal Circuit Win After Court Rejects Micron’s Patent Challenge

The U.S. Court of Appeals for the Federal Circuit upheld the validity of the patents in an opinion on Friday, saying Micron failed to prove unpatentability of Netlist’s memory modules. 

ETFs to Buy as NVIDIA Nears $30 Billion Investment in OpenAI

NVIDIA is nearing a $30B OpenAI stake, replacing a $100B pact and spotlighting ETFs loaded with the AI chip giant as investors weigh risk and reward.

<ul class="summary-bullets"><li>The loan to Crusoe, arranged by Goldman Sachs, will be secured by AMD’s chips and related equipment.</li><li>As part of the deal, AMD has agreed to lease back the processors if Crusoe cannot secure sufficient demand from customers like AI developers, as per the report.&nbsp;</li><li>Nvidia is a key investor in Crusoe, having participated in its Series D funding round in 2024, and in its Series E round in October 2025.</li></ul>Advanced Micro Devices Inc. (AMD) is reportedly gearing up to guarantee up to a $300 million loan for artificial intelligence infrastructure startup Crusoe.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/amd-backstop-300-million-crusoe-loan-following-nvidia-playbook">report</a> from The Information, which cited people familiar with the matter, the deal will allow Crusoe to buy AMD’s AI chips and deploy them in a new Ohio data center.This is reminiscent of Nvidia Corp.'s (NVDA) financial play in Crusoe and other startups to boost sales.<h2 class="st-heading-2">Deal Details</h2>Crusoe will install AMD’s chips in an Ohio data center that 5C, a Canadian developer backed by Brookfield, is building, as per the report.As part of the deal, AMD has agreed to lease back the processors if Crusoe cannot secure sufficient demand from customers like AI developers. The loan to Crusoe, arranged by Goldman Sachs, will be secured by AMD’s chips and related equipment, the report said.AMD’s backstop will help Crusoe secure a lower rate of interest on the loan, at about 6%. Crusoe is expected to spend $4 billion a year over the next decade, The Information reported.<h2 class="st-heading-2">Crusoe-Nvidia Connection</h2>Crusoe partners with Nvidia to build, own, and operate high-performance data centers. Crusoe’s 1.2-gigawatt AI data center campus in Abilene, Texas, for the Stargate project, is designed to host thousands of Nvidia's GPUs.Meanwhile, Nvidia is also a key investor in the AI startup. The company participated in Crusoe’s $600 million Series D funding round in late 2024, and subsequently in its $1.375 billion Series E round in October 2025, which pushed Crusoe's valuation to over $10 billion.Crusoe is an AI infrastructure company that builds and operates energy-efficient data centres and a cloud platform for AI workloads. The company uses a vertically integrated model, including sourcing power, constructing AI-optimized facilities, and providing high-performance cloud services, to help companies train and run AI systems at scale.Apart from being an Nvidia-preferred partner, Crusoe also partners with OpenAI, and Oracle Corp. (ORCL).<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AMD">AMD shares</a> was in the ‘bearish’ territory over the past 24 hours amid ‘low’ message volumes.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA/">NVDA shares</a> was also in the ‘bearish’ territory over the past 24 hours amid ‘normal’ message volumes.Shares of AMD have gained more than 76% in the past year, while shares of NVDA have climbed more than 34% in the same time.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/figma-q4-results-beat-street-expectations-so-why-are-analysts-slashing-targets/cZRk5KmR4De">Figma Q4 Results Beat Street Expectations, So Why Are Analysts Slashing Targets?</a>

In this photo illustration, a AMD logo seen displayed on a smartphone screen. 

AMD Mirrors Nvidia Strategy With $300M Crusoe Backstop Deal: Report

 According to a report from The Information, which cited people familiar with the matter, the deal will allow Crusoe to buy AMD’s AI chips and deploy them in a new Ohio data center. 

<ul class="summary-bullets"><li>Ives dismissed market concerns about enterprise software and cybersecurity becoming obsolete in the future due to AI tools like Anthropic’s Claude and OpenAI.</li><li>He also noted that while there was no clear evidence yet that enterprises are increasing spending on AI agents and platforms, in the near future, software-led AI spending will accelerate significantly.</li><li>The analyst also spotlighted Palo Alto Networks as positioned to gain from the eventual software spending boom.</li></ul>As Wall Street grapples with artificial intelligence jitters that have rattled tech stocks in recent weeks, Dan Ives, managing director at Wedbush Securities, said investors risk missing the next wave of tech winners.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DivesTech/status/2024140810900348993">note</a> posted on X on Wednesday, titled ‘The AI "Threat" Doomsday Trade is Like Fighting a Ghost,’ Ives said that the future AI tech winners were currently being built, although many investors are missing the narrative “like other ones over the decades in tech.”Ives also highlighted the software, cybersecurity, and IT infrastructure industries as “key pillars” of the future AI Revolution.The note comes amid rising volatility in the tech sector as investors contend with massive AI-related capital expenditures planned for 2026 that are now inching towards $700 billion.<h2 class="st-heading-2">Misplaced Fears</h2>In the note, the analyst framed the current market sentiment around AI as a “fear of the unknown,” amid ballooning capex across hyperscalers even as monetization remained elusive. For the market bulls, he said it was like “fighting a ghost in a dark closet.”He dismissed market concerns about enterprise software and cybersecurity becoming obsolete in the future due to AI tools like Anthropic’s Claude, and OpenAI, calling this “software doomsday trade” a “fictional concept.”“...the reality is dramatically different as the complexity of enterprises today make this a nearly impossible task,” he said in the note. Highlighting the importance of data, processes, security, organizational structure, IT architecture, and software layers, he said that these functions are “the hearts and lungs” of modern enterprises.Ives also noted that while there is no clear evidence yet that enterprises are increasing spending on AI agents and platforms, in the near future, software-led AI spending will accelerate significantly.“Can they show today that enterprises are spending on their AI agents and platforms? NO....but in the next 12 to 18 months this will be a software led tidal wave of spending given the timing of many of these use cases and AI deployments,” he said in the note. “This is the next stage of our tech bull AI thesis that we first discussed in early 2023,” he added.<h2 class="st-heading-2">Ives’ Rationale</h2>Ives said that over his 25 years of experience on Wall Street, markets have repeatedly misjudged major tech shifts.Fears that Microsoft’s play would crush cybersecurity, Intel would dominate chips, and cloud leaders like Amazon Web Services would beat out the competition ultimately proved misplaced.However, today, companies such as Nvidia and Advanced Micro Devices (AMD) dominate the semiconductor market. “The chip industry was going to be dominated by Intel a decade ago with smaller players like Nvidia at the time essentially an afterthought only good at gaming chips...and the market would give minimal respect to the likes of AMD, Nvidia, and others,” he said.“The rest is history with the Godfather of AI Jensen and Nvidia now the one chip fueling the AI Revolution and Intel playing major catchup,” Ives added.Meanwhile, Google and Microsoft are now thriving in cloud computing, driving value and monetization for both tech companies that “puts them in pole position on the AI Revolution front,” he said. &nbsp;Ives argued that current market fears about AI destroying enterprise software is another overblown market narrative.The analyst also spotlighted Palo Alto Networks Inc. (PANW) again to be positioned to gain from the eventual software spending boom, saying the company was sitting “squarely at the top of the cyber security mountain with this CyberArk deal to monetize the AI cyber TAM as it hits over the next 12 to 18 months.”<h2 class="st-heading-2">Market Movement</h2>Meanwhile, U.S. equities trended higher on Wednesday. The S<a href="https://stocktwits.com/symbol/SPY">PDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was up by 0.83% at the time of writing, while the <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) rose 1.34%.The tech-heavy Nasdaq 100 gained 1.34% at the time of writing, the <a href="https://stocktwits.com/symbol/XLK">Technology Select Sector SPDR Fund</a> (XLK) was up 1.83%, and the <a href="https://stocktwits.com/symbol/SMH">VanEck Semiconductor ETF</a> (SMH), which tracks the top 25 U.S.-listed semiconductor companies, was up 2.27%.<a href="https://stocktwits.com/symbol/PANW">Shares of PANW</a> were down more than 6% at the time of writing, while the stock has declined more than 26% in the past year. On Stocktwits, retail sentiment around the shares was in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Dan Ives speaks at BTC, ETH and WLD are Friends on September 16, 2025 in Washington, DC.

Dan Ives Says ‘Future AI Tech Winners Are Being Built’ As Software-Led Spending Wave Looms

The managing director at Wedbush Securities said in a note posted on X that investors risk missing the next wave of tech winners amid a growing fear of the unknown.

<ul class="summary-bullets"><li>Summit Insights expects technology shifts across AI, smartphones, PCs, and IoT to drive logic/foundry and DRAM investment in 2026.</li><li>KeyBanc maintained an ‘Overweight’ rating and raised the price target to $450 from $380.</li><li>Applied’s CEO, Gary Dickerson, expects the global semiconductor industry revenue to reach $1 trillion by 2026.</li></ul>Shares of Applied Materials Inc. (AMAT) surged over 11% in pre-market trading on Friday after a wave of bullish brokerage calls, driven by the company’s stronger-than-expected second-quarter earnings forecast and a record quarterly revenue from its dynamic random access memory (DRAM) segment.If pre-market gains hold through the opening bell, <a href="https://stocktwits.com/symbol/AMAT">AMAT shares</a> could climb to record highs.<h2 class="st-heading-2">Applied Materials Expects Q2 Earnings Growth</h2>Applied Materials expects second-quarter (Q2) revenue of about $7.65 billion, plus or minus $500 million, and well above the $7.02 billion that analysts had projected, according to Fiscal.ai data. In the same quarter last year, the company reported a revenue of $7.10 billion. The company also guided for earnings per share of $2.64, topping Street estimates of $2.28.For Q1, revenue slipped 2% to $7.01 billion but still beat expectations of $6.88 billion, while earnings came in at $2.38 per share, above the $2.21 forecast. DRAM revenue surged 34%.Meanwhile, President and CEO Gary Dickerson said on Thursday that he expects global semiconductor industry revenue to reach $1 trillion by 2026, several years earlier than previously forecast.<h2 class="st-heading-2">Summit Sees Applied And Broader Semicap Sector To Outperform This Year</h2>Summit Insights raised Applied Materials’ rating to ‘Buy’ from ‘Hold’, according to The Fly. The firm expects technology shifts across artificial intelligence, smartphones, PCs, and the Internet of Things (IoT) to drive logic/foundry and DRAM investment in 2026, with AI-driven wafer fabrication equipment demand potentially extending into early 2027.While some uncertainty remains around spending at mainstream nodes, the analyst believes Applied Materials’ strong presence in faster-growing markets could help both the company and the broader semiconductor capital equipment sector outperform chip peers in 2026.Meanwhile,&nbsp;KeyBanc maintained an ‘Overweight’ rating and raised the price target to $450 from $380, implying around 37% upside from Thursday’s closing price of $328.4. Analyst Steve Barger added that the main takeaway from the earnings was that AI has sparked a long-term growth cycle, giving the company an unusually strong visibility into future demand.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits flipped to ‘extremely bullish’ from ‘bearish’ a day earlier, amid ‘extremely high’ message volumes.<img src="https://news.stocktwits-cdn.com/AMAT_jpg_93d40c9233.webp" alt="AMAT.jpg">One bullish user expects the stock to surge to $500.<stembedurl>https://stocktwits.com/GiovanniMussi/message/644873065</stembedurl>The stock has gained nearly 37% so far in 2026.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/rivian-rivn-stock-surges-analyst-upgrades-q4-earnings/cZR5pRjR4sA">RIVN Stock Surges 20% Pre-Market On Upgrade: Analysts See Edge With Rivals ‘Slow-Walking’ EV Transition</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an Applied Materials, Inc logo seen displayed on a tablet.

AMAT Stock On Track To Open At An All-Time High –  This Analyst Sees A Potential 37% Upside For The Shares

Brokerages turned bullish after the company issued a stronger-than-expected second-quarter earnings outlook and reported record quarterly revenue from its DRAM segment.

AI Disruption Hit Multiple Sector ETFs: Is the Fear Overblown?

AI fears shake software, financials and real estate -- but analysts say disruption risks may be overstated. Which ETFs could benefit now?

<ul class="summary-bullets"><li>The order is tied to next-generation artificial intelligence chips destined for large-scale data centers.&nbsp;</li><li>The tools will be used to qualify and stress-test the new custom AI accelerator before it is deployed in data center environments.&nbsp;</li><li>Shipments of the systems, along with turnkey burn-in modules and chip-specific sockets, are slated for delivery in the summer of 2026.</li></ul>Aehr Test Systems (AEHR) announced on Wednesday that it has received a purchase order covering several of its Sonoma ultra-high-power package-level test and burn-in systems.The order is tied to next-generation artificial intelligence chips destined for large-scale data centers.&nbsp;<h2 class="st-heading-2">Initial Production Order</h2>The semiconductor equipment supplier said the win comes from its primary production customer and centers on burn-in testing for a more powerful AI processor designed for both training and inference workloads.The tools will be used to qualify and stress-test the new custom AI accelerator before it is deployed in data center environments. Shipments of the systems, along with turnkey burn-in modules and chip-specific sockets, are slated for delivery in the summer of 2026.Following the update,&nbsp;<a href="https://stocktwits.com/symbol/AEHR">AEHR stock</a> traded over 15% higher in Wednesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock shifted to ‘neutral’ from ‘bearish’ territory the previous day amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">Order Momentum</h2>Aehr described the buyer as a major hyperscale datacenter operator.&nbsp;<blockquote>“This customer’s current-generation AI processor is already ramping in volume production today, and they are forecasting a very large expansion of Sonoma system purchases for that device in the second half of calendar 2026 and continuing into 2027.”-Gayn Erickson, President and CEO, Aehr Test Systems</blockquote>Erickson added that the company expects future system orders to coincide with large-scale production of the new processor, thereby increasing its installed equipment and ongoing sales with this customer.AEHR stock has gained over 160% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/centrus-taps-fluor-for-major-ohio-uranium-expansion-amid-nuclear-fuel-push/cZb6QBwR4qZ">Centrus Taps Fluor For Major Ohio Uranium Expansion Amid Nuclear Fuel Push</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the AEHR Test Systems logo is displayed on a smartphone screen, on April 6, 2025, in Chongqing, China. 

AEHR Stock Surged 15% Pre-Market Today — What’s Fueling The Rally?  

The company has bagged a purchase order for its Sonoma ultra-high-power package-level test and burn-in systems.

<ul class="summary-bullets"><li>The company posted Q4 revenues of $1.53 billion, in line with street expectations, based on data from Fiscal.ai.</li><li>The company posted diluted earnings per share of $0.64, higher than street expectations of $0.62.</li><li>In an earnings call with investors, ON Semiconductor said that artificial intelligence data centers are emerging as a key growth driver for the company.</li></ul>Shares of ON Semiconductor Corp. (ON) declined nearly 6% after-hours on Monday after the company reported fourth-quarter (Q4) 2025 results and projected guidance for the upcoming quarter largely in line with expectations.ON Semiconductor posted Q4 revenues of $1.53 billion, about 11% lower than the same period last year, but in line with street expectations, based on data from 29 analysts on Fiscal.ai.The company posted diluted earnings per share of $0.64, marginally higher than street expectations of $0.62, as per Fiscal.ai data.<h2 class="st-heading-2">2025 Highlights</h2>In 2025, ON Semiconductor reported cash from operations of $1.8 billion and free cash flow of $1.4 billion, achieving a record-high free cash flow margin of 24%.In Q4, the company also announced a new share repurchase program of up to $6 billion over the next three years.“We remained disciplined in our execution and met expectations in the fourth quarter as we saw increasing signs of stabilization in our key markets,” said Hassane El-Khoury, President and CEO at the company.“We continue to invest in intelligent power and sensing technologies that position us to win in the most critical technology transitions shaping our industry," El-Khoury added.<h2 class="st-heading-2">AI Data Centers</h2>In an earnings call with investors, ON Semiconductor said that artificial intelligence data centers are emerging as a key growth driver from the company, after having generated more than $250 million in revenue in 2025 amid accelerating demand for AI compute infrastructure.The management also added that AI was one of the fastest-scaling growing opportunities for the company due to strong customer interest in higher-voltage power architectures and rising design activity.“AI data center is increasingly becoming a meaningful growth engine for the company,” El-Khoury said to investors.<h2 class="st-heading-2">Q1 2026 Guidance</h2>Meanwhile, the semiconductor company projected revenues between $1.435 billion and $1.535 billion for the first quarter of 2026, with the midpoint of $1.49 billion of the estimate coming in lower than street expectations of $1.5 billion.The company also said it estimates EPS for the upcoming quarter to be between $0.56 and $0.66 per share, with the mid-point coming in line with street estimates of $0.61 per share.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ON">ON shares</a> jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.Shares of ON have climbed over 38% 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/what-is-benchmark-outlook-on-pagaya-after-its-q4-results/cZbvaqlR4oo">What Is Benchmark’s Outlook On Pagaya After Its Q4 Results?</a>

In this photo illustration, the Onsemi (ON Semiconductor Corporation) logo is seen on a smartphone and in the background. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Why Are ON Shares Falling After-Hours Today?

ON Semiconductor Corp. projected revenues between $1.435 billion to $1.535 billion for the first quarter of 2026, with the midpoint coming in lower than street expectations of $1.5 billion. 

VanEck ETF Trust - VanEck Semiconductor ETF

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Miss EPS and revenue

Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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