SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors and commentators closely monitor the escalating geopolitical tensions and the looming deadline regarding potential U.S. military action against Iran. The online community is sharply divided, with intense debate centering on the President's aggressive rhetoric, the risk of broad conflict, and ongoing speculation about market manipulation through social media posts.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently experiencing significant price volatility, with the community actively debating whether recent dips represent a buying opportunity or a deeper collapse as the stock reacts to geopolitical uncertainty and broader market sentiment. Traders are fixated on potential support levels and technical indicators, with many closely monitoring institutional activity and the stock's correlation to wider tech sector momentum.

SPDR S&P 500 ETF TRUST - Units of undivided interest in SPDR Trust Series 1

SPY is experiencing significant volatility and aggressive overnight price action following a highly controversial two-week ceasefire announcement between the U.S. and Iran. The community is sharply divided, with bulls betting on a broader relief rally and potential new highs, while a skeptical base of traders is actively debating whether the deal amounts to a geopolitical surrender that leaves crucial issues like uranium enrichment and oil transit tolls unresolved.

Invesco QQQ Trust Series 1 - Units of beneficial interest

The Invesco QQQ Trust is rallying sharply following a last-minute ceasefire announcement in the Middle East, which has triggered a massive short-covering surge and a significant drop in energy prices. The community remains deeply divided and highly skeptical, with traders debating whether this is a genuine breakthrough for long-term stability or merely a volatile 'pump and dump' catalyst driven by algorithmic manipulation and unresolved geopolitical tensions.

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 currently a major focal point as investors weigh persistent AI infrastructure demand against escalating geopolitical tensions, particularly regarding the potential for military action in the Middle East. While many traders are closely monitoring these volatility-inducing headlines for tactical entries, the community remains divided between those betting on a short-term relief rally and others preparing for a broader pullback driven by macro uncertainty.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing a surge in investor interest driven by a strategic partnership with Elon Musks Terafab project, which aims to revolutionize semiconductor manufacturing for AI and robotics. Community sentiment remains highly bullish, with many investors focusing on the company's improving foundry yields and potential for large-scale customer wins as a long-term domestic hedge.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML is facing intense downward pressure driven by a new bipartisan U.S. bill, the MATCH Act, which aims to tighten restrictions on the export and servicing of advanced chipmaking equipment to China. The community is actively debating the stock's long-term exposure to these geopolitical frictions, as China accounts for a significant portion of its revenue, while simultaneously weighing this risk against the company's dominant, long-term role as the critical bottleneck for the global AI infrastructure supply chain.

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 (ZEC) is experiencing significant market interest and community debate as investors monitor its technical breakout from macro patterns and the potential impact of favorable regulatory developments like the Clarity Act. While some community members remain deeply bullish on its long-term privacy utility and potential institutional adoption, others are actively trading the volatility or expressing caution regarding the broader crypto market's recent downward pressure.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as investors weigh negative headlines regarding foldable iPhone development delays against a favorable legal outcome in a major patent dispute in China. Community sentiment remains split, with some traders warning of downside risk from these developments while others look to capitalize on the price volatility by viewing the pullback as a potential buying opportunity.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund (USO) is experiencing extreme volatility as markets react to headlines regarding a potential two-week ceasefire between the U.S. and Iran. While traders are debating whether this signals a genuine de-escalation or just another tactical delay, the community remains intensely divided between those betting on a sharp correction in oil prices and those who believe the underlying supply chain risks and geopolitical tensions remain unresolved.

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<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. 

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