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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is currently trending as a top infrastructure pick in the AI sector, driven by a new strategic partnership with Google Cloud that integrates advanced generative AI models into its enterprise database services. The community is actively discussing this expansion alongside the stock's significant long-term growth potential and its role as a foundational data provider, viewing recent volatility as a consolidation phase before a potential move toward higher levels.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is facing intense volatility after disclosing that Marvell cancelled its purchase orders due to an alleged confidentiality breach. The community is actively debating the impact on long-term viability, with some investors highlighting the company's remaining partnerships and cash reserves while others express deep concern over management credibility, potential legal repercussions, and the loss of a key anchor customer.

Moolec Science SA engages in the development and production of science-based food ingredients. Its products include pet food, animal feed, and dietary supplements. It operates through the following segments: Seed and Integrated Products, Crop Protection, Crop Nutrition, and Emerging Solutions. The company was founded by Gastón Paladini, Henk Hoogenkamp, and Martin Salinas in 2020 and is headquartered in George Town, Cayman Islands.

Moolec Science SA

Moolec Science is currently experiencing high volatility and increased retail interest, fueled by a combination of a low-float structure and recent disclosures regarding a shift to a majority controlling shareholder. While some traders are actively monitoring the ticker for potential momentum-based short-squeeze setups, others are expressing significant caution by citing the company's past history of reverse splits and high cash burn rates.

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 trending as it breaks into new all-time high territory, fueled by relentless demand for AI infrastructure and significant institutional momentum. While some in the community debate the sustainability of its massive market capitalization and broader AI spending, many bullish investors are actively buying the dip, viewing the stock as the essential backbone of the global compute expansion.

Bed Bath & Beyond, Inc. engages in the provision of an e-commerce platform. It offers furniture and home furnishing products and services. The company was founded on May 5, 1997 and is headquartered in Murray, UT.

Bed Bath & Beyond Inc.

Bed Bath & Beyond Inc

Bed Bath & Beyond is trending following a positive quarterly earnings report that highlighted the company's first revenue growth in nearly five years, fueling community discussions about a potential business turnaround. Traders are closely monitoring the stock's recent price momentum and volume, while debates persist between those betting on a successful execution of the CEO's 'Everything Home' strategy and those skeptical of the company's long-term financial health.

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

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as community members rally around the company's potential for a massive short squeeze, fueled by record-high short interest, tightening share availability, and elevated borrow rates. Sentiment is further buoyed by the upcoming Northern Data acquisition and strategic cloud and advertising commitments from major shareholder Tether.

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Luxembourg.

Spotify Technology S.A.

Spotify is facing significant downward pressure and intense community debate as investors react to a challenging earnings report, with concerns over slowing growth and ad revenue performance. Many traders are actively speculating on potential price pivots and re-entry points while discussing the broader implications of the company's shift toward high-margin monetization and AI-driven features.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is trending as retail investors speculate on the potential re-rating of the stock toward an AI infrastructure play, driven by the upcoming Helios data center catalyst and broader institutional interest in its digital asset management. Community sentiment remains polarized between long-term bulls positioning for a breakout on hyperscaler news and frustrated traders venting over consistent volatility and a lack of specific operational updates from management.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is experiencing heightened market activity as traders monitor significant volatility and contrasting sentiment surrounding its upcoming earnings report, with community discussions heavily focused on technical setups versus long-term growth concerns. The stock is also being caught up in broader social media sector rotations, where participants are debating its valuation and monetization potential compared to other tech-adjacent assets.

United Parcel Service, Inc. is a package delivery company, which engages in the provision of global supply chain management solutions. It operates through the following segments: U.S. Domestic Package, International Package, and Supply Chain Solutions. The U.S. Domestic Package segment includes time-definite delivery of letters, documents, and packages. The International Package segment focuses on delivery and shipments in Europe, Asia, the Indian sub-continent, the Middle East, Africa, Canada, and Latin America. The Supply Chain Solutions is involved in forwarding, logistics, Coyote, Marken, and UPS Mail Innovations. The company was founded by James E. Casey and Claude Ryan on August 28, 1907 and is headquartered in Atlanta, GA.

United Parcel Service, Inc. - Ordinary Shares - Class B

United Parcel Service, Inc.

United Parcel Service (UPS) is trending as investors brace for a high-volatility earnings report, with the community actively debating the company's aggressive restructuring plans and its ongoing efforts to reduce reliance on Amazon volume. Discussions are heavily focused on the balance between successful margin-improvement initiatives, the impact of recent job cuts, and the sustainability of its dividend yield as the firm aims to execute its strategic pivot.

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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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