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

Micron Technology Inc.

Micron Technology Inc

Micron Technology is experiencing significant volatility following a blockbuster earnings report, where blowout revenue and EPS figures were accompanied by aggressive upward guidance that left many traders debating whether the stock's massive prior run-up had already priced in these results. The community is sharply divided, with bulls pointing to the company's central role in the AI memory supercycle and record margins, while bears and skeptics argue that the aggressive capital expenditure plans and broader market macro concerns are fueling a classic 'sell-the-news' event.

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

Swarmer Inc.

Swarmer Inc. is experiencing extreme price volatility and massive retail attention following its recent IPO, with investors fueled by the company's combat-proven drone technology in Ukraine and speculation regarding potential U.S. defense contracts. The community is actively debating the stock's massive valuation relative to its early-stage financials, while traders closely monitor its parabolic momentum and frequent volatility halts for signs of continued institutional interest.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is surging as market participants capitalize on the supply shock in the global LNG market caused by the Ras Laffan terminal shutdown and the ongoing crisis in the Strait of Hormuz. Community discussion is heavily focused on the company's unique ability to sell excess capacity on the spot market, with many traders anticipating a potential short squeeze as geopolitical instability keeps natural gas prices elevated.

Tung Tung Tung Sahur ($TripleT) is a community-driven memecoin on Solana, launched fairly via pump.fun with no pre-mints. It draws from a viral TikTok "brainrot" meme featuring an AI-generated wooden creature that mimics "tung tung tung" drum sounds to wake people for Sahur during Ramadan in Indonesia and Malaysia. Blending cultural tradition with absurd horror-comedy, it became a sensation with tens of millions of views, UGC, and crossovers into NBA, Roblox, Fortnite, and potential films. As the longest-lasting brainrot character, $TripleT celebrates meme culture's virality, fostering a loyal holder base for fun, hype, and potential growth in the AI-meme space.

Tung Tung Tung Sahur

TRIPLET is generating significant retail buzz as traders rotate profits from other speculative assets into the token, leading to intense community debate regarding its sustainability versus its potential as a high-momentum play.

The Mosaic Co. engages in the production and marketing of concentrated phosphate and potash crop nutrients. It operates through the following segments: Phosphates, Potash, and Mosaic Fertilizantes. The Phosphates segment is involved in the ownership and operation of mines and production facilities which produce concentrated phosphate crop nutrients and phosphate-based animal feed ingredients, and processing plants which produce concentrated phosphate crop nutrients. The Potash segment includes mining, processing, and selling potash. The Mosaic Fertilizantes segment focuses on mines, chemical plants, crop nutrient blending and bagging facilities, port terminals, and warehouses. The company was founded on March 25, 2004 and is headquartered in Tampa, FL.

Mosaic Company

Mosaic Company is trending as investors weigh the stock's discounted valuation and the potential for a long-term supply-demand imbalance in the fertilizer sector. While some community members are accumulating shares on the belief that Mosaic is an undervalued asset, others remain cautious due to production headwinds and the stock's history of underperformance relative to its sector peers.

Palladyne AI Corp. engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its products include Palldyne IQ and Palladyne Pilot. The company was founded by Fraser M. Smith and Benjamin G. Wolff in 2015 and is headquartered in Salt Lake City, UT.

Palladyne AI Corp.

Palladyne AI is currently a focal point for investors following strong quarterly earnings, reaffirmed multi-hundred percent revenue growth guidance, and the successful securing of significant defense contracts for missile propulsion and autonomous swarm technology. Community discussion is heavily divided between retail investors capitalizing on the stock's high short interest for a potential squeeze and those focused on the long-term potential of the firm's pivot into integrated defense manufacturing.

Accenture is a global professional services company that helps the world’s businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The firm combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. It operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Accenture plc - Ordinary Shares - Class A

Accenture is attracting attention as investors weigh a major expansion of its partnership with Anthropic against broader concerns about AI disruption to the traditional consulting business model. While some in the community see the current price as an attractive long-term entry point for a quality firm, others remain skeptical, citing intense competition and potential headcount reductions as the industry adapts to automation.

Pony.ai, Inc. develops artificial intelligence-based robot designed for autonomous driving. The firm's software algorithms and infrastructure enables a vehicle to perceive its surroundings, predict what others will do, and maneuver itself accordingly. The company was founded by Jun Peng and Tian Cheng Lou in November 4, 2016 and is headquartered in Guangzhou, China.

Pony AI Inc. - ADR

Pony AI Inc

Pony AI is currently trending as investors focus on its aggressive fleet expansion goals and recent regulatory milestones, including a citywide driverless robotaxi permit in Shenzhen. While market participants are actively debating the company's path to profitability and unit economics, significant community attention remains locked on its strategic partnerships with major automakers and upcoming quarterly earnings.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group Inc. is trending due to a newly announced binding agreement with Yotta Data Services to deploy high-performance GPU infrastructure for sovereign AI projects in India, which is projected to generate over $500 million in revenue over five years. The community is actively debating the significance of this contract in validating the company's long-term AI infrastructure strategy versus concerns over past execution, project transparency, and the potential impact of ongoing management communication regarding the pipeline.

Victoria's Secret & Co. operates as a lingerie, clothing and beauty retailer. It offers bras, panties, lingerie, pajamas, sleep, sport and swim apparel, and beauty products. The company was founded in 1963 and is headquartered in Reynoldsburg, OH.

Victoria`s Secret & Co

Victoria's Secret is capturing market attention as the community debates its aggressive digital transformation and efforts to recapture Gen Z relevance, which are driving mixed reactions amidst a volatile retail landscape. While some investors are betting on a turnaround fueled by brand repositioning and strong recent earnings beats, others remain skeptical, citing concerns over long-term growth, potential asset restructuring, and lingering sentiment headwinds.

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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. 

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...

NVIDIA Up a Decent 34% in 2025: Why ETFs May Soar in 2026

AI demand, China chip approval and strong earnings boost NVIDIA's outlook. SMH, SHOC and SMHX may shine as NVDA gears up for 2026.

The Zacks Analyst Blog Highlights NVIDIA, VanEck Semiconductor ETF, Strive U.S. Semiconductor ETF and VanEck Fabless Semiconductor ETF

NVDA jumps after a blockbuster quarter, with soaring AI demand and strong guidance renewing interest in semiconductor-focused ETFs.

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VanEck Fabless Semiconductor ETF

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