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

NVIDIA Corp

NVIDIA is capturing intense market attention as investors weigh its critical role in the AI infrastructure cycle against high expectations, leading to heavy options activity and polarized community debates over whether results are already priced in. Participants are closely monitoring the upcoming earnings for clarity on future demand, sector growth, and management guidance that could impact the broader market trajectory.

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

e.l.f. Beauty Inc

e.l.f. Beauty is experiencing significant volatility and downward pressure ahead of its upcoming earnings report, with community sentiment split between those viewing the price drop as a "bear trap" or value buying opportunity and others concerned about insider selling and tariff impacts. Investors remain deeply divided on the stock's future, as many weigh the potential for a growth rebound driven by successful brand acquisitions against the risks of sector rotation and institutional manipulation.

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

Intuit Inc

Intuit shares are seeing extreme volatility following earnings that topped analyst estimates but provided cautious forward guidance. The community remains sharply divided, with some investors accumulating shares on the dip as a long-term AI-driven growth play, while others fear the firm's business model faces existential disruption from emerging AI automation tools.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is surging as investors react to bullish CEO commentary regarding positive GPS immunotherapy data, which is being framed as superior to current standards of care. The community is heavily focused on the potential for an imminent short squeeze and clinical milestones, creating a volatile environment as traders monitor institutional buying activity and the upcoming oncology conference presentation.

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

Micware Co. Ltd. - ADR

Micware is experiencing extreme volatility and heavy retail attention as traders speculate on its potential for a massive rally following a recent IPO. The community is actively debating whether the stock is a legitimate opportunity or a classic pump-and-dump scheme, with many watching for breakout levels while navigating multiple trading halts.

Applied Digital Corporation

Applied Digital is currently trending following a major lease announcement with a high-grade hyperscaler that pushed its contracted AI capacity past the gigawatt threshold, fueling significant community excitement about its long-term growth. Investors are actively discussing the stock's potential for further gains as it continues to expand its data center footprint, with many using the recent price volatility as an opportunity to add to their positions.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

AEVEX Corp. is drawing significant community interest following its strong debut, fueled by its operational role in defense-tech and autonomous drone systems. Traders are actively debating the company's valuation and growth potential against established peers, with many focused on its substantial backlog and ability to secure key U.S. government contracts in an evolving defense environment.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

Zcash is trending following news that the SEC has closed its three-year probe into the token, sparking a significant rally and community discussions regarding its potential to regain past highs. Traders are actively debating whether this movement represents a sustainable breakout or a temporary pump, while many enthusiasts highlight Zcash's privacy features and limited supply as catalysts for long-term growth.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending as investors debate the impact of advanced AI models like Anthropic's Mythos on cybersecurity software, with bullish sentiment focused on the stock's role in the new defensive infrastructure alongside Palo Alto Networks. While some community members worry about potential valuation compression and margin headwinds, others highlight the firm's critical platform expansion and persistent enterprise demand as institutional smart money continues to evaluate the sector's long-term resilience.

Syntec Optics Holdings, Inc. engages in the design and manufacture of optics and photonics enabled products. The company was founded in 1981 and is headquartered in Rochester, NY.

Syntec Optics Holdings Inc. - Ordinary Shares - Class A

Syntec Optics Holdings Inc

Syntec Optics (OPTX) is trending as investors react to its position as a domestic supplier of high-precision optics for defense, space, and AI infrastructure, further bolstered by recent defense purchase orders. The community is actively debating the company's growth potential against its financial positioning, with discussions focused on its role in the U.S. defense supply chain and its ability to scale production for LEO satellite and AR military programs.

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Memory Revenues to Nearly Triple in 2026: Semiconductor ETFs to Buy

 Semiconductor ETFs like SOXX offer broad exposure as AI-driven memory revenues are projected to nearly triple in 2026.

Should You Invest in the VanEck Fabless Semiconductor ETF (SMHX)?

<ul class="summary-bullets"><li>The company approved a new $20 billion buyback, adding to $2.1 billion remaining.</li><li>Qualcomm’s weak second-quarter guidance has raised growth concerns.&nbsp;</li><li>On Monday, Seaport Research downgraded Qualcomm to Sell from Neutral, setting a $100 price target.</li></ul>Qualcomm Inc. (QCOM) has announced plans to boost shareholder returns through a higher dividend and a new stock buyback program.&nbsp;The company’s Board of Directors approved raising the quarterly cash dividend from $0.89 to $0.92 per share, effective for payouts after March 26, lifting the annualized dividend to $3.68 per share.<h2 class="st-heading-2">Buyback Boost And Growth Concerns</h2>The company also introduced a fresh $20 billion stock repurchase authorization, supplementing the $2.1 billion remaining from its November 2024 buyback program.&nbsp;<a href="https://stocktwits.com/symbol/QCOM">Qualcomm stock</a> traded over 3% higher in Tuesday’s premarket.&nbsp;However, questions linger about whether the buyback reflects the company’s confidence in boosting shareholder returns or concerns about growth.&nbsp;For the second quarter, the company expects adjusted earnings of $2.45 to $2.65 per share, which is below Wall Street’s estimate of $2.87. It also forecasts revenue between $10.2 billion and $11.0 billion, slightly under the $11.02 billion analysts were expecting, according to Fiscal AI.Growing demand for memory in data centers is making it harder to secure supply for smartphones and other devices. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<h2 class="st-heading-2">Analysts Turn Bearish Due To Memory Shortage</h2>On Monday, Seaport Research downgraded Qualcomm to Sell from Neutral, setting a $100 price target, according to TheFly.&nbsp;The firm explained that the memory shortage will hit Qualcomm’s customers the most and expects the company to lose market share as its overall market gets smaller this year.Last week, Bank of America downgraded Qualcomm to ‘Underperform’ rating from ‘Neutral’ and set a $145 price target. The analyst noted that while Qualcomm leads in smartphone chips, the market is mature and faces risks from rising memory costs. The downgrade also reflected the expected loss of $7 billion to $8 billion in business from Apple.QCOM stock declined by over 16% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-ceo-jensen-huang-says-one-trillion-blackwell-rubin-sales-baseline-more-to-come-report/cZ3E7iSRIXQ">Nvidia CEO Jensen Huang Says $1 Trillion In Blackwell And Rubin Sales Is Just A Baseline, There's More To Come: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The microchip maker Qualcomm company logo.  (Photo by Davide Bonaldo/SOPA Images/LightRocket via Getty Images)

QCOM Stock Gains: Qualcomm Doubles Down On Shareholder Returns Amid Growth Concerns

The company’s Board of Directors approved raising the quarterly cash dividend from $0.89 to $0.92 per share.

Equity

The company’s Board of Directors approved raising the quarterly cash dividend from $0.89 to $0.92 per share.


<ul class="summary-bullets"><li>Huang highlighted how the technology now functions more like a critical utility, similar to electricity or the internet.</li><li>He described the AI ecosystem as a stack composed of five interdependent layers.</li><li>Nvidia GTC conference is scheduled to take place between March 16 and March 19.&nbsp;</li></ul>Nvidia Corp’s (NVDA) CEO Jensen Huang said artificial intelligence is rapidly evolving from a specialized software capability into a foundational layer of modern infrastructure, reshaping industries, economies, and the global technology race.&nbsp;In a blog, Huang emphasized the importance of embracing AI.&nbsp;<blockquote>“AI is becoming the foundational infrastructure of the modern world. And the choices we make now, how fast we build, how broadly we participate, and how responsibly we deploy it, will shape what this era becomes.”-Jensen Huang, CEO, Nvidia.&nbsp;</blockquote><h2 class="st-heading-2">The Shift From Traditional Software</h2>Huang highlighted how the technology now functions more like a critical utility, similar to electricity or the internet, requiring massive investments in hardware, energy generation, and data infrastructure to deliver real-time intelligence. Huang added that the shift reflects a fundamental transformation in computing.For decades, Huang said, most software relied on predefined instructions written by programmers. AI systems, however, can interpret complex information such as text, images, sound and context, he added.&nbsp;&nbsp;He described the AI ecosystem as a stack composed of several interdependent layers. At the foundation lies energy, which powers the computing processes required to run AI workloads. Above that are semiconductor processors designed for high-performance computing. Next comes infrastructure, including data centers, networking systems and cooling technologies. On top of that layer sit the AI models, capable of understanding complex domains from language to robotics and financial systems and then comes the applications where economic value is created.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> inched 0.2% lower in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">Nvidia GTC Could Signal Strong AI Chip Demand</h2>Truist reiterated its ‘Buy’ rating on Nvidia shares and maintained a $283 price target ahead of the Nvidia GTC conference scheduled to take place between March 16 and March 19.&nbsp;The firm anticipates that the chip behemoth will address key factors, including chip supply, production capacity, and demand trends across AI and data center markets. Truist believes the event could serve as a ‘positive catalyst’ for Nvidia. The firm expects the company to discuss how supply constraints and manufacturing capacity are evolving alongside surging demand for AI processors.&nbsp;NVDA stock has gained over 70% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rivn-stock-gains-pre-market-after-td-cowen-upgrade-analyst-sees-strong-demand-for-upcoming-r2-models/cZdopG6RI7b">RIVN Stock Gains 4% Pre-Market After TD Cowen Upgrade: Analyst Sees Strong Demand For Upcoming R2 Models</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia CEO Jensen Huang addresses participants at CES 2025 in Las Vegas, Nevada, on January 6, 2025. (Photo by Artur Widak/NurPhoto via Getty Images)

Nvidia CEO Jensen Huang Frames AI As ‘Foundational Infrastructure’ Ahead Of GTC Event Next Week

The remarks come ahead of Nvidia’s GTC conference next week, where investors expect updates on AI chip demand and supply constraints. 

 ETFs to Buy as NVIDIA Shares Gain Following Q4 Earnings Beat 

NVDA jumps after crushing Q4 earnings and strong guidance, lifting ETF plays like SMH tied to the AI chip leader. 

<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>Wells Fargo analyst Aaron Rakers cut his price target to $135 from $165 and emphasized ongoing memory supply concerns that are pressuring handset guidance.</li><li>Susquehanna analyst Christopher Rolland downgraded the stock to ‘Neutral’ from ‘Positive’, sharply lowering his price target to $140 from $210.</li><li>Bank of America pointed to continued weakness in the handset sector, noting that demand pressures appear both cyclical and structural.</li></ul>Qualcomm Inc. (QCOM) stock saw a slew of price target and rating changes from Wall Street as the chipmaker&nbsp;navigates headwinds in the memory market.For the second quarter (Q2), Qualcomm expects adjusted earnings per share (EPS) in the range of $2.45 to $2.65, and revenue between $10.2 billion and $11.0 billion, both below the analysts’ consensus estimate of $2.87 and $11.02&nbsp;billion, respectively, according to Fiscal AI data.&nbsp;<blockquote>“In the coming quarters, the handset industry will be constrained by the availability and pricing of memory, particularly DRAM.”-Cristiano Amon, President and CEO, Qualcomm</blockquote><h2 class="st-heading-2">Market Sentiment Shifts After Earnings And Headset Pressures</h2>JPMorgan analyst Samik Chatterjee trimmed the 12-month price target for Qualcomm to $185 from $195 while retaining an ‘Overweight’ rating on the stock, according to TheFly.&nbsp;&nbsp;The firm noted that management pointed to challenges in the wider smartphone industry as memory producers shift capacity toward high-bandwidth memory, tightening DRAM availability.Meanwhile, Wells Fargo analyst Aaron Rakers cut his price target to $135 from $165 and kept an ‘Underweight’ rating. The firm emphasized ongoing memory supply concerns that are pressuring handset guidance, as well as potential reductions in modem content with Apple’s iPhone lineup, a key driver of Qualcomm’s revenue.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://qualcomm">Qualcomm stock</a> traded over 7% lower by Thursday mid-morning. However, on Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_113000_png_73ca6c5d60.webp" alt="QCOM’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Feb. 5, 2026 | Source: Stocktwits" width="924" height="105"><figcaption>QCOM’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Feb. 5, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Susquehanna And Bank of America Downgrade Qualcomm</h2>Susquehanna analyst Christopher Rolland downgraded the stock to ‘Neutral’ from ‘Positive’, sharply lowering his price target to $140 from $210. Rolland said the firm is choosing to remain on the sidelines as Qualcomm navigates what he described as a “memory-related handset storm.”&nbsp;Bank of America downgraded Qualcomm to ‘Neutral’ from ‘Buy’ and slashed its price target to $155 from $215. The firm pointed to continued weakness in the handset sector, noting that demand pressures appear both cyclical and structural.QCOM stock has declined 20% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ross-gerber-warns-of-intense-hardware-battle-as-ai-spending-sparks-competition-among-tech-leaders/cZbZaDhR4Vr">Ross Gerber Warns Of Intense Hardware Battle As AI Spending Sparks Competition Among Tech Leaders</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Qualcomm Slides as Weak Q2 Outlook And Memory Market Headwinds Trigger Analyst Downgrades, Price Target Revisions

JPMorgan analyst Samik Chatterjee trimmed the 12-month price target for Qualcomm to $185 from $195 while retaining an ‘Overweight’ rating, citing challenges in the wider smartphone industry amid tightening DRAM availability. 

<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. 

<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.

VanEck Announces Year-End Distributions for VanEck Equity ETFs

VanEck announced today the following 2025 annual distributions per share for its VanEck equity exchange-traded funds. Distributions Per Share for the VanEck ETFs Listed Below Ex-Date: December 22...

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