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

ImmunityBio Inc

ImmunityBio is trending as the community eagerly anticipates potential European Commission approval for its ANKTIVA cancer immunotherapy, alongside significant developments from the USA-Saudi Biotech Alliance that could broaden its global reach for multiple cancer indications and ignite a substantial short squeeze.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

Ocular Therapeutix is trending as the community eagerly anticipates topline results from its Phase 3 superiority trial of Axpaxli for wet AMD, which the company announced will be released Tuesday. Sentiment is overwhelmingly bullish that the early data release and plans for presentation at a major retina conference signal strong positive outcomes, alongside persistent rumors of a sweetened takeover bid from Sanofi.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Infleqtion Inc. - Ordinary Shares - Class A

Churchill Capital Corp X 

The stock is surging on high anticipation for its upcoming NYSE debut as Infleqtion (INFQ) following a merger that saw near-zero shareholder redemptions, signaling robust investor confidence and a strong capital position; the community is highly bullish on its leading quantum technology, including a recent NASA contract, viewing it as significantly undervalued compared to sector peers.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

COMPASS Pathways is drawing intense investor attention ahead of upcoming Phase 3 clinical data for its COMP360 psilocybin therapy in treatment-resistant depression, with the community widely anticipating the critical MADRS score to determine the stock's immediate future. This pivotal readout is seen as a major catalyst for the company and the nascent psychedelic therapeutics sector, positioning CMPS as a potential first-mover in a field many believe is on the cusp of significant regulatory and commercial breakthroughs.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubrik is trending following its announcement of preliminary Q4 results that exceeded all guided metrics, fueling optimism about its strong subscription revenue growth and critical position in AI-driven data security. The community is actively debating its valuation and competitive moat amid broader software sector volatility, with many calling it a compelling buy despite recent market pressures.

ZIM Integrated Shipping Services Ltd. engages in the provision of shipping and logistics services. It offers shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. The company was founded on June 7, 1945 and is headquartered in Haifa, Israel.

Zim Integrated Shipping Services Ltd

ZIM Integrated Shipping Services is trending after Hapag-Lloyd announced a definitive agreement to acquire the company for $35 per share in cash, triggering intense community discussion over the offer's valuation, potential for a short squeeze, and the impact of Israeli government approval on the deal's expected 2026 completion.

Corsair Gaming, Inc. designs and supplies hardware components for personal computers. It operates through the Gamer and Creator Peripherals, and Gaming Components and Systems segments. The Gamer and Creator Peripherals segment offers gaming keyboards, mice, headsets, controllers, and gaming gear including capture cards, Stream Decks, USB microphones, studio accessories, and EpocCam software, as well as coaching and training services. The Gaming Components and Systems segment focuses on creating power supply units, or PSUs, cooling solutions, computer cases, DRAM modules, prebuilt, and custom-built gaming PCs. The company was founded by Andrew J. Paul in 1994 and is headquartered in Milpitas, CA.

Corsair Gaming Inc

Corsair Gaming is experiencing a significant surge following its strong Q4 earnings report and the announcement of a $50 million share repurchase program. The community is actively discussing its perceived undervaluation, high short interest, and potential to capitalize on AI-driven hardware demand, leading to widespread speculation of a short squeeze.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the following segments: Advanced Technology Solutions (ATS), and Connectivity and Cloud Solutions (CCS). The Advanced Technology Solutions (ATS) segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The Connectivity and Cloud Solutions (CCS) segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is trending following a strong Q4 earnings beat and significantly raised 2026 guidance, fueled by robust AI data center demand. Despite this positive news, the stock experienced a notable dip, sparking community debate about market overreaction and driving "buy the dip" sentiment.

The Aircoin memecoin was born from a viral Twitter post from March, 2014 which proclaimed the following:   Evolution: 1. Aircoin 2. Fartcoin 3. Artcoin  Aircoin was launched in August, 2025 and CTO'd twice, with the second CTO team bringing vast experience and expertise to the project. The team includes industry veterans and visual arts professionals.  Aircoin is destined for greatness as a premier memecoin on the BONK.fun platform.

aircoin

Aircoin is drawing strong community attention and trending on the Solana ecosystem due to its unique "Airlock" mechanism, which has led to over 40% of its supply being locked by holders, fostering bullish sentiment around its transparency and community control.

Greenwich LifeSciences, Inc. engages in the development of a breast cancer immunotherapy designed to prevent the recurrence of breast cancer following surgery. The company was founded by Eric Rothe on August 29, 2006 and is headquartered in Stafford, TX.

Greenwich LifeSciences Inc

Greenwich LifeSciences (GLSI) is trending as the FDA's approval of commercial-scale GP2 manufacturing for its Phase III trial significantly de-risks future market entry, exciting investors who cite strong open-label data and solid financial footing. The community is actively discussing potential breakthrough therapy designation, partnership, or buyout, alongside high insider ownership and significant short interest.

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Marvell Technology (MRVL) plunged more than 17% at market open on Friday after issuing weaker-than-expected third-quarter guidance in its fiscal second-quarter report released late Thursday, which drew swift price target cuts and&nbsp;a ratings downgrade from Wall Street.<a href="http://stocktwits.com/symbol/MRVL">Marvell’s stock</a> was among the top trending tickers on Stocktwits at the time of writing. Despite the dip in its stock price, retail sentiment around the company surged to ‘extremely bullish’ from ‘bullish’ with chatter rising to ‘extremely high’ from ‘low’ levels over the past day, according to platform data.Bank of America downgraded&nbsp;Marvell’s stock to ‘Neutral’ from ‘Buy’, lowering its price target to $78 from $90, as per TheFly. The firm cited uncertainty surrounding Marvell’s role in Microsoft’s (MSFT) Maia AI accelerator and its share of Amazon’s (AMZN) next-generation 3nm project.Morgan Stanley trimmed its target on the stock to $76 from $80 while keeping an ‘Equal Weight’ rating. The firm noted that while guidance was largely in line once the sale of Marvell’s automotive Ethernet business was factored in, the data center segment “disappointed.” Morgan Stanley added that it was not surprised by the business’s “lumpiness,” but said it was unexpected that the ASIC full-year outlook continues to decline even as demand for Amazon’s Trainium processors strengthens elsewhere.&nbsp;UBS, which lowered its price target to $95 from $110,&nbsp; also pointed to “lumpiness” in Marvell’s business.&nbsp;Needham echoed similar concerns about Marvell’s next-gen XPU contracts with Amazon and Microsoft as it lowered its price target to $80 from $85, but maintained its ‘Buy’ rating on the stock.Marvell’s stock has fallen more than 41% this year and is down around 7% over the past 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-revokes-intel-samsung-sk-hynix-waivers-on-china-chip-equipment/chtTKpgRdNh">US Revokes Intel, Samsung, SK Hynix Waivers On China Chip Equipment</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Marvell Hit With Downgrade, Price Target Cuts As Analysts Flag Uncertainty In Microsoft, Amazon AI Deals

Bank of America downgraded Marvell’s stock to ‘Neutral’ from ‘Buy’, lowering its price target to $78 from $90.

Equity

Texas Instruments (TXN) announced on Wednesday that it plans to invest more than $60 billion to build and expand seven semiconductor factories in Texas and Utah, amid President Donald Trump’s push for more chipmakers to manufacture in the country.&nbsp;The seven factories will span three manufacturing mega-sites, according to the company, which said they will manufacture “hundreds of millions” of U.S.-made chips daily and create over 60,000 new U.S. jobs. The first new factory in Sherman, Texas, began production earlier this year, with additional facilities under construction.<a href="https://stocktwits.com/symbol/TXN">Texas Instruments’ stock</a> gained over 1% after the opening bell on Wednesday. Stocktwits data showed that&nbsp;<a href="https://stocktwits.com/symbol/TXN/sentiment">retail sentiment</a> improved following the news, flipping to ‘bullish’ from ‘bearish’ a day ago.The company said this would be its largest investment in foundational semiconductor manufacturing to date.“TI is building dependable, low-cost 300mm capacity at scale to deliver the analog and embedded processing chips that are vital for nearly every type of electronic system,” said Haviv Ilan, president and CEO of Texas Instruments, highlighting demand from Apple (AAPL), Ford (F), Medtronic (MDT), Nvidia (NVDA) and Elon Musk’s SpaceX.Texas Instruments is the latest player within the semiconductor industry to announce a large U.S. investment to increase manufacturing after Trump took office in January.&nbsp;Taiwan Semiconductor Manufacturing Company (TSMC) (TSM)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsmc-stock-slides-4-month-low-despite-100-billion-chip-expansion-plan/che0No9Rzy">announced</a> it would be investing $100 billion to make chips in the US back in March. Micron Technology (MU) announced an expanded $200 billion investment plan in U.S. manufacturing earlier this month – an increase of $30 billion over previous commitments.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/air-india-boeing-crash-emergency-power-system-may-have-deployed-mid-flight/chls3JTRR2d">Air India Boeing Crash: Report Says Emergency Power System May Have Deployed Mid-Flight, Raising Engine Failure Concerns</a>

Texas Instruments logo displayed on a phone screen and a laptop keyboard are seen in this illustration photo taken in Krakow, Poland on October 30, 2021. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Texas Instruments Unveils $60B Plan To Build 7 US Chip Factories Amid Trump Manufacturing Push

The company said its seven factories will span three manufacturing mega-sites and manufacture “hundreds of millions” of U.S.-made chips daily, while creating over 60,000 new U.S. jobs. 

Shares of Advanced Micro Devices (AMD) jumped by nearly 10% on Monday to hit a 6-month high after a price target hike from Piper Sandler, citing the success of AMD’s Advancing AI event last week.&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD’s stock</a> touched&nbsp;an intraday high of $127.95 in midday tradePiper Sandler raised its AMD price target to $140, citing enthusiasm over new product launches unveiled at the company’s AI event, according to a note to investors quoted by TheFly.&nbsp;It said the Helios rack is pivotal to the growth of AMD Instinct, the company’s data center GPU platform for AI and high-performance computing (HPC).The brokerage expects a recovery in the GPU segment by the fourth quarter of 2025 once China-related headwinds ease. It also noted early signs of strength returning to AMD’s client segment.Bank of America (BofA), Roth Capital, and Evercore ISI also raised their price targets on the stock on Friday following the company’s flagship annual event.BofA analyst Vivek Arya, who attended the San Jose event, said AMD demonstrated progress in platform maturity, ecosystem expansion, and software development.&nbsp;While no new hyperscaler customer was confirmed, Arya noted AMD’s expanding partnerships with Meta Platforms (META), Microsoft (MSFT), Oracle (ORCL), OpenAI, and xAI.&nbsp;He also flagged the possibility of an engagement with Amazon’s (AMZN) AWS, a key event sponsor, though AWS typically announces partnerships on its timeline.BofA maintained its ‘Buy’ rating on AMD’s stock with a price target of $130.Roth Capital raised its target to $150, also citing Helios' rack adoption, akin to Piper Sandler, and broader demand for inferencing and agentic AI workloads.&nbsp;Evercore ISI hiked its price target to $144, citing momentum in AMD’s ROCm software stack and growing traction with enterprise AI workloads.Citi, however, remained cautious, holding its $120 price target and ‘Neutral’ rating. Analyst Christopher Danely said the lack of an AI revenue outlook was a missed opportunity for further upside.Monday’s rally marks a turnaround for AMD’s stock, which is now up 4% this year but has fallen nearly 20% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amex-pledges-largest-investment-ever-to-platinum-cards-revamp/chlnuv8RRRq">Amex Pledges ‘Largest Investment Ever’ To Platinum Cards Revamp Following JPMorgan Sapphire Relaunch</a>

 Logo of the American company AMD is displayed during the Mobile World Congress 2025. (Photo by Ramon Costa/SOPA Images/LightRocket via Getty Images)

AMD Stock Hits 6-Month High After Analysts Boost Price Targets Post AI Event

Analysts said the Helios rack will play a key role in driving growth for AMD’s Instinct GPUs, which power AI and high-performance computing workloads, and could accelerate the company’s broader recovery.

Micron Technology (MU) announced on Thursday that it is expanding its investment in the U.S. to about $200 billion.&nbsp;The company said it will keep aside $150 billion for manufacturing amid U.S. President Donald Trump’s push to onshore the production of semiconductor chips. The company will also dedicate about $50 billion to R&amp;D, Micron said.The firm expects its investment to create 90,000 direct and indirect jobs.The announcement adds $30 billion to Micron’s previous investment plans.&nbsp;<a href="https://stocktwits.com/symbol/MU">Micron’s stock</a> edged 0.5% lower in morning trade.&nbsp;The expanded manufacturing footprint will include a second advanced memory fabrication plant in Boise, Idaho, alongside its existing R&amp;D operations, and a major upgrade to its Manassas, Virginia, facility.&nbsp;The company said the Idaho sites will help accelerate the development of high-bandwidth memory (HBM) products and allow it to meet rising global demand for DRAM chips, which are essential in AI and high-performance computing (HPC).“President Trump has made it clear that the time to build in America is now,” said Secretary of Commerce Howard Lutnick. “Micron’s planned investment will ensure the U.S. advances its lead across critical industries like AI, automotive, and aerospace &amp; defense.”Micron’s announcement comes on the heels of major domestic investment pledges from other chipmakers.&nbsp;Nvidia (NVDA) said in April it plans to invest $500 billion over the next four years to build AI server infrastructure in the U.S., in collaboration with Taiwan Semiconductor Manufacturing Co. (TSMC). In March, TSMC separately committed $100 billion to expand U.S. chip production.“Micron’s investment in advanced memory manufacturing and HBM capabilities in the U.S., with support from the Trump Administration, is an important step forward for the AI ecosystem,” said Nvidia CEO Jensen Huang.Micron’s stock has gained more than 35% this year but fallen over 16% in the last 12 months.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/boeing-stock-tumbles-after-air-india-787-crashes-in-ahmedabad-with-242-onboard/chlXwJWRb6A">Boeing Stock Tumbles After Air India 787 Crashes In Ahmedabad With 242 Onboard</a>

Micron Commits $200B To US Chip Manufacturing In Trump-Led Push

The company plans to keep $150 billion for manufacturing and $50 billion for R&D. 

Nvidia (NVDA) CEO Jensen Huang on Monday described artificial intelligence as the “great equalizer”&nbsp; and touted the U.K. as a prime destination for artificial intelligence investment, pledging to increase the company’s footprint in the country amid surging global demand for advanced computing infrastructure.“The U.K. is in a Goldilocks circumstance,” Huang said at London Tech Week, speaking on stage with British Prime Minister Keir Starmer and Investment Minister Poppy Gustafsson. “It’s just such an incredible, incredible place to invest. I’m going to invest here.”The remarks came as Nvidia launched a U.K. sovereign AI industry forum and secured new commitments from cloud vendors Nscale and Nebius (NBIS) to deploy data centers in Britain powered by thousands of Nvidia’s new Blackwell GPU chips earlier on Monday.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> edged 0.4% higher in pre-market trade on Monday, while&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> jumped as much as 4%.&nbsp;Huang said the U.K.’s talent base and startup ecosystem, highlighted by companies such as DeepMind, Synthesia, Wayve, and ElevenLabs, make the country well-positioned to lead in AI adoption.“The ecosystem is really perfect for take-off — it’s just missing one thing,” Huang said, referring to the lack of homegrown, sovereign AI infrastructure. Nvidia is backing a new U.K. sovereign AI industry forum to support that goal.“Infrastructure enables more research, more research, more breakthroughs, more companies,” Huang said.&nbsp;Huang also reiterated Nvidia’s core thesis that AI is reshaping the interface between humans and machines. “This new programming language is called ‘human,’” he said, as&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/06/09/we-train-ai-like-humans-now-nvidia-jensen-huang-says-.html">cited</a> by CNBC. “The way you program an AI is like the way you program a person — just ask it nicely.”“When it answers, you can say, ‘I feel like you could do even better.’ And it’ll go off and think about it — and it does do a better job,” Huang added.He said the frictionless interaction between people and computers is accelerating AI adoption, particularly among younger users. “Children are already doing that themselves naturally,” Huang said. “This is going to be transformative.”The U.K. government, under Starmer, has pledged to grow domestic computing power twenty-fold by 2030 and relax data center planning restrictions, moves likely to support AI hardware providers like Nvidia as infrastructure spending accelerates.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-backed-nebius-draws-retail-buzz-with-uk-ai-data-centre-plans/chlE28iRbUY">Nvidia-Backed Nebius Draws Retail Buzz With UK AI Data‑Centre Plans</a>

British Prime Minister, Keir Starmer (L) shakes hands with Jensen Huang, CEO of Nvidia, after a panel discussion at London Tech Week on June 9, 2025 in London, England. (Photo by Carl Court/Getty Images) 

Nvidia’s Jensen Huang Sees ‘Goldilocks’ AI Opportunity in UK, Says Infrastructure Needs To Catch Up 

Nvidia is backing a new U.K. sovereign AI industry forum to help strengthen the country's domestic AI infrastructure.

ZJK Industrial (ZJK) said Thursday it plans to scale up production to support Nvidia’s (NVDA) B40 initiative, a specialized AI chip project targeting the Chinese market.<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> edged 0.5% higher at the market open on Thursday, while&nbsp;<a href="https://stocktwits.com/symbol/ZJK">ZJK’s stock</a> jumped more than 11%.&nbsp;The B40 is based on Nvidia’s Blackwell architecture and is designed for the mid-to-high-end segment. ZJK said mass production could begin as early as June 2025, positioning the company to benefit from rising demand in the region."The B40 project presents several compelling market advantages. It complements Nvidia's RTX Pro 6000 workstation graphics cards currently being sold worldwide," ZJK CEO Ning Ding said in a statement. "According to supply chain forecasts, B40 chip shipments are expected to exceed one million units by the end of 2025."Ding emphasized the opportunity to expand alongside Nvidia’s push into China’s AI market. “As a supplier to Nvidia, we see tremendous growth potential in this project, given the market size and surging demand in the AI sector,” he said. “We expect this initiative to contribute significant year-over-year revenue growth.”ZJK added that it aims to leverage the B40 ramp-up to enhance its own business operations. “With our continued dedication to innovation and manufacturing excellence, we are confident in our ability to capture new opportunities and drive long-term growth, business upgrades, and strategic expansion,” Ding said.The B40 project has drawn attention as Nvidia works to maintain its footprint in China while complying with U.S. export controls.&nbsp;While the company’s most advanced chips face restrictions, the B40 represents a pathway for Nvidia to serve one of the world’s largest AI markets through a customized and compliant solution.Nvidia’s stock has gained 4.5% year-to-date, while ZJK’s shares have fallen nearly 45% in the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-back-in-the-drivers-seat-hikes-price-target-to-165-on-ai-demand/chkDSwoRbDU">Nvidia ‘Back In The Driver’s Seat,’ Says Daiwa, Hikes Price Target To $165 On AI Demand&nbsp;</a>

A general view of Nvidia headquarters is seen in Shanghai, China, on May 19, 2025, as Nvidia plans further investment for the Shanghai research center. (Photo by Ying Tang/NurPhoto via Getty Images)

ZJK Ramps Up Production To Back Nvidia’s China-Focused B40 Chip

ZJK Industrial CEO Ning Ding stated that the company anticipates B40 chip shipments to surpass one million units by the end of 2025.

Nvidia’s (NVDA) shares remained flat in pre-market trade on Thursday despite a price target hike by Daiwa Capital Markets&nbsp;analyst, who stated that the&nbsp;chipmaker is “back in the driver’s seat.”The brokerage raised its price target on the chipmaker to $165 from $115, implying an upside of approximately 16% from Wednesday’s close, and maintained an ‘Outperform’ rating, as&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/06/05/nvidia-is-back-in-the-drivers-seat-after-latest-earnings-daiwa-says.html">cited</a> by CNBC.Daiwa Capital Markets analyst Louis&nbsp;Miscioscia said the AI bellwether’s first quarter (Q1) earnings were impressive. He highlighted growing demand from key customers like Microsoft (MSFT), OpenAI, and Google for AI inference, suggesting that these tech giants are expanding their use of Nvidia’s AI hardware.“We are back in a rally phase given good quarterly growth and the same expectation for 2025,”&nbsp;Miscioscia wrote. “CEO [Jensen] Huang suggests that AI demand is accelerating with many more areas to grow into.”Miscioscia expects more clarity at Nvidia’s upcoming GTC event in Paris on June 11, where the company is likely to share updates on its AI chip roadmap.&nbsp;He also said the rollout of Nvidia’s new Blackwell architecture is “going very well” and projected that gross margins could return to the mid-70% range later this year.Out of the 63 analysts covering Nvidia’s stock, 56 give it a ‘Buy’ Or ‘Strong Buy’ rating, while six said ‘Hold,’ and only one has a ‘Sell’ rating. The 12-month average price target on the shares stands at $172.06, implying an upside of 21% from Wednesday’s close.Although&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> has risen 4% year-to-date, it has seen periods of pressure, including concerns about U.S. tariffs and competition from Chinese chipmaker DeepSeek.Over the past 12 months, the shares have gained more than 22%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-alibaba-ai-push-hits-regulatory-wall-due-to-rising-us-china-trade-tensions/chkum0BRbDE">Apple-Alibaba AI Push Reportedly Hits Regulatory Wall Due To Rising US-China Trade Tensions</a>

The logo of NVIDIA, an American tech company which designs and supplies GPUs, APIs, and Artificial Intelligence (AI) software and hardware, in Taipei, Taiwan, on April 16, 2025. (Photo by Daniel Ceng/Anadolu via Getty Images)

Nvidia ‘Back In The Driver’s Seat,’ Says Daiwa, Hikes Price Target To $165 On AI Demand 

Daiwa Capital Markets analyst Louis Miscioscia expects more clarity at Nvidia’s upcoming GTC event in Paris on June 11, where the company is likely to share updates on its AI chip roadmap. 

Broadcom (AVGO) shares hit an all-time high of $257.88 on Tuesday after the company announced it has begun shipping the Tomahawk 6 switch series, which delivers 102.4 terabits per second of switching capacity–double the bandwidth of any existing Ethernet switch and the highest ever achieved in a single chip.The stock trimmed earlier gains but remained up by 2% in afternoon trading.“Tomahawk 6 is not just an upgrade–it’s a breakthrough,” said Ram Velaga, senior vice president and general manager of Broadcom’s Core Switching Group.&nbsp;He said the product delivers high bandwidth, energy efficiency, and adaptive routing to handle growing demand from AI operators.The chip includes features such as real-time congestion control, telemetry, and rapid failover under a system Broadcom calls “Cognitive Routing 2.0.” These tools are optimized for large AI workloads, including reinforcement learning and model tuning.Broadcom’s networking chips are becoming increasingly central to the buildout of AI data centers.&nbsp;The scale of modern AI applications requires infrastructure that can support networks of tens or even hundreds of thousands of graphics processors. This level of connectivity demands advanced switching hardware capable of handling massive data flows without latency or power inefficiencies.Tomahawk 6 is the first in the series to use a chiplet-based architecture, combining multiple smaller chips into a single package. That design approach, also used by companies such as Advanced Micro Devices (AMD), enables better scalability and efficiency.The chip is manufactured using Taiwan Semiconductor Manufacturing Co.’s (TSMC) 3-nanometer process, one of the most advanced available.Tomahawk 6 is part of a broader portfolio of AI networking products from Broadcom, including Jericho switches, Thor network interface cards, and custom optical components.&nbsp;The company stated that it anticipates multiple large-scale deployments of the new chip, including systems that connect over 100,000 AI accelerators (XPUs).<a href="https://stocktwits.com/symbol/AVGO">Broadcom’s stock</a> has gained nearly 8% this year and 88% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jensen-huang-says-nvidia-chip-for-nintendo-switch-2-is-unlike-anything-built-before/chkrfvHRbvY">Jensen Huang Says Nvidia’s Chip For Nintendo Switch 2 Is ‘Unlike Anything We’ve Built Before’</a>

Broadcom Reports Quarterly Earnings (Photo by Justin Sullivan/Getty Images)

Broadcom Stock Hits All-Time High After Starting Shipments Of Record-Breaking 102Tbps Ethernet Switch 

Tomahawk 6 is the first in Broadcom’s series to use a chiplet-based architecture, combining multiple smaller chips into a single package.

Taiwan Semiconductor Manufacturing Company (TSMC)&nbsp;chief executive officer C.C. Wei said Tuesday that U.S. tariffs are creating some business pressure, although indirectly, and warned that rising costs could affect operations as the company invests heavily in new U.S. chip facilities.“Tariffs do have some impact on TSMC, but not directly. That’s because tariffs are imposed on importers, not exporters. TSMC is an exporter. However, tariffs can lead to slightly higher prices, and when prices go up, demand may go down,” Wei said at the company’s annual shareholders meeting, as&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/climate-energy/tsmc-says-tariffs-have-some-impact-ai-demand-robust-2025-06-03/">cited</a> by Reuters.&nbsp;Many U.S. chip designers, including Apple (AAPL), Nvidia (NVDA), Advanced Micro Devices (AMD), and Qualcomm (QCOM), rely on TSMC to fabricate their most advanced chips.“If demand drops, TSMC’s business could be affected. But I can assure you that AI demand has always been very strong and it's consistently outpacing supply,” he added.Wei said TSMC had discussed the impact of tariffs with the U.S. Commerce Department and warned that levies could raise costs at its Arizona manufacturing sites, where the company is investing $165 billion.&nbsp;“The U.S. Commerce Department said this is open for discussion, but how long that will take remains unclear,” Wei said. “The real point is that we are in active communication, because only through understanding can they realise the consequences.”He also reiterated that the additional $100 billion in investment announced in March alongside President Donald Trump will be challenging to deliver on schedule. “He said, ‘Mr Wei, do your best, that’s good enough.’”Wei dismissed speculation about a potential expansion to the United Arab Emirates, stating that TSMC has “no plans” for a Middle East facility and that it is “not very likely” the company would have customers there.Domestically, the appreciation of the Taiwan dollar has shaved more than three percentage points off TSMC’s gross margin, Wei noted, reiterating concerns shared during the company’s earnings call in April.<a target="_blank" rel="noopener noreferrer nofollow" href="http://www.stocktwits.com/symbol/TSM">TSM’s stock</a> has fallen 1% this year but gained more than 25% over the past 12 months. The shares edged 0.1% lower in pre-market trade on Tuesday.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-signs-20-year-deal-with-constellation-energy-to-buy-nuclear-power/chkr5ebRbva">Meta Signs 20-Year Deal With Constellation Energy To Buy Nuclear Power</a>

The logo of Taiwan Semiconductor Manufacturing Company (TSMC), which is a Taiwanese multinational semiconductor contract manufacturing and design company, in Hsinchu, Taiwan, on April 16, 2025. (Photo by Daniel Ceng/Anadolu via Getty Images)

TSMC CEO Says AI Demand Strong, But Trump’s Tariffs Still a Risk

Chief executive C.C. Wei also reiterated that the additional $100 billion in investment announced in March alongside President Donald Trump will be challenging to deliver on schedule.

Nvidia (NVDA) and Dell Technologies (DELL) are teaming up with the U.S. Department of Energy (DOE) to build its ‘Doudna’ supercomputer, the agency announced Thursday.Slated to launch in 2026, Doudna will be housed at the DOE’s National Energy Research Scientific Computing Center (NERSC).&nbsp;The system will be built using Dell’s advanced liquid-cooled server architecture and Nvidia’s newly announced Vera Rubin platform, which combines GPUs and CPUs optimized for both AI and high-performance computing (HPC).According to the DOE, Doudna will deliver more than ten times the performance of Perlmutter, NERSC’s current flagship supercomputer.&nbsp;Its capabilities are expected to enhance research in molecular dynamics, high-energy physics, and artificial intelligence, supporting both training and inference at scale.“Doudna is a time machine for science–compressing years of discovery into days,” said Nvidia CEO Jensen Huang.The supercomputer is named after Jennifer Doudna, the Berkeley Lab-based biochemist and Nobel laureate credited with co-discovering the gene-editing technology CRISPR.NERSC Director Sudip Dosanjh stated the lab is working with Nvidia and Dell to help its 11,000 users prepare for the system’s new capabilities. “The Doudna supercomputer is designed to accelerate a broad set of scientific workflows,” he said.Beyond traditional HPC, Doudna will support quantum simulation research using Nvidia’s CUDA-Q platform. This includes the development of large-scale quantum algorithms, modeling of quantum systems, and co-design of future hybrid quantum-HPC systems.The system will feature Dell Integrated Rack Scalable Systems and PowerEdge servers equipped with Nvidia accelerators.&nbsp;It will also include Nvidia Quantum-X800 InfiniBand networking and data infrastructure capable of handling automated, AI-driven workflows and interactive computing across multiple facilities.The DOE said Doudna will be used to integrate AI more deeply into modeling and simulation tasks across scientific disciplines, from biomolecular modeling to materials design.<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> edged 0.5% lower in pre-market trade on Friday. The shares have gained 2.4% this year and 23% over the past 23 months.&nbsp;Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/DELL">Dell’s stock</a> was down 1.65% in pre-market trade on Friday after the chip maker reported mixed first-quarter (Q1) results. Its shares are down 1.4% this year and have fallen over 30% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/netflix-budget-plan-could-be-company-key-strength-in-recession/ch0MwbDRbMz">Netflix’s $7.99 Plan Could Be Company’s Key Strength In Recession, Says Evercore ISI</a>

Nvidia, Dell To Build DOE’s Doudna Supercomputer – ‘Time Machine for Science,’ Says Jensen Huang

The system slated to launch in 2026 will be built using Dell’s advanced liquid-cooled server architecture and Nvidia’s newly announced Vera Rubin platform.

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