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Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending following its earnings release, with community members closely watching for sustained gains. Discussions revolve around AWS growth, overall profitability, and whether the stock can maintain its upward momentum or if profit-taking will lead to a reversal, similar to other tech stocks.

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

Apple Inc

Apple's earnings are driving significant discussion, with debates focusing on whether the results justify the company's high valuation and PE ratio. Community members are closely watching guidance for the next quarter, particularly regarding iPhone sales and growth in China. Some traders express concerns about overvaluation and are considering short positions, while others remain bullish, anticipating a continued climb towards higher price targets.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. It provides online news services where users can select and rank web content. The firm 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's stock is trending following a strong earnings report, with revenue and EPS exceeding analyst expectations and user growth remaining solid. The community is buzzing about the potential for a continued rally towards previous highs, although some traders are wary of a possible pullback. Discussions also include the impact of AI and data licensing deals on Reddit's revenue streams, as well as a debate on the stock's valuation relative to its growth.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy (MSTR) is trending amid mixed reactions to its earnings report, which featured strong revenue growth but missed EPS estimates. The community is debating whether the company's heavy Bitcoin holdings and unrealized gains justify the current stock price, with some anticipating a short squeeze while others point to manipulation and dilution concerns. Analysts remain bullish with high price targets despite recent volatility.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

RKT is trending as investors discuss the potential impact of AI integration and the recent earnings report. Community members are focused on Q4 expenses, the Redfin/Mr. Cooper merger, and future earnings potential amid fluctuating interest rates. Bullish sentiment is building around the company's long-term growth prospects in the mortgage industry.

GSI Technology, Inc. engages in the design, development and marketing of memory products primarily for the networking, and telecommunications markets. Its product includes Static Random Access Memory, or SRAM, which incorporated in networking and telecommunications equipment, such as routers, switches, wide area network infrastructure equipment, wireless base stations and network access equipment. It also offers services to the ongoing needs of the military, industrial, test and measurement equipment, automotive and medical markets for SRAMs .The company was founded by Lee-Lean Shu and Robert Yau in March 1995 and is headquartered in Sunnyvale, CA.

GSI Technology Inc

GSIT is trending due to community discussion around earnings and a recent offering, with debates focusing on the significance of new deals and the company's growth potential. Bulls emphasize the disruptive nature of GSIT's technology and potential partnerships, while bears express concerns about disappointing results and valuation. Some investors speculate about a possible buyout or strategic investment from larger players in the semiconductor industry.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

ARDX is trending as investors digest recent earnings and pipeline developments, with discussions focused on revenue guidance and the potential of their next-generation inhibitor. Community sentiment appears mixed, with some expressing confidence in management's vision and others concerned about market undervaluation and the ongoing CMS legal battle. Bullish investors are hoping for a breakout driven by strong execution and potential M&A activity.

DexCom, Inc. is a medical device company, which engages in the design, development, and commercialization of glucose monitoring systems for ambulatory use by people with diabetes. Its products include Dexcom G6, Dexcom G7, Dexcom Stelo, Dexcom Share, Dexcom Real-Time API, and Dexcom ONE. The company was founded by John F. Burd on May 13, 1999 and is headquartered in San Diego, CA.

Dexcom Inc

DXCM is trending amid mixed sentiment following earnings and news of a leadership transition. While some investors see a buying opportunity due to growth in key markets and a raised full-year revenue outlook, others are concerned about margin pressures, competition, and product quality, particularly with the G7 sensor; the community is actively debating the stock's near-term trajectory.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is trending as investors react to an analyst upgrade from JP Morgan citing potential in Base monetization and USDC yield opportunities. Community chatter suggests a possible run to $400, while others express skepticism based on past earnings performance, and anticipate volatility ahead of the Q3 report. The stock's recent decoupling from Bitcoin's price action is also being noted.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

LUMN is trending due to positive sentiment surrounding its AI connectivity fabric and recent partnerships, particularly with Palantir, fueling speculation about future government contracts. Community members are actively discussing the potential for a significant earnings beat and a re-rating as a tech company, while also weighing the company's debt against its growth prospects in the AI infrastructure space.

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The AI Gold Rush: Do Semiconductor ETFs Hold the Key Opportunities?

AI's explosive growth is powering semiconductor stocks. Could ETFs like SMH or SOXX be the stronger plays in this tech rally?    


Should You Invest in the Invesco PHLX Semiconductor ETF (SOXQ)?

AMD-OpenAI Seal Deal: Your Signal to Ride the Wave With AMD-Heavy ETFs

AMD's multi-billion-dollar deal with OpenAI sparks a 24% stock surge and lifts ETFs heavily weighted in the chipmaker, such as SOXQ, SOXX, and IGPT.  

The Zacks Analyst Blog Highlights XSD, PSI, SMH, FTXL, SOXQ and SOXX

Semiconductor ETFs like XSD, SMH, and SOXX are hitting 52-week highs, driven by massive AI and tech investments from NVIDIA, Microsoft, Google, and others.

Here's Why Semiconductor ETFs Are Hitting 52-Week Highs

Semiconductor ETFs like XSD, SOXX and SMH hit 52-week highs as AI mega investments, NVIDIA's Intel deal & quantum contracts fuel sector momentum.

Nvidia Corp. (NVDA) received a slight reduction in its price target from Citi amid evolving dynamics in the artificial intelligence hardware market.&nbsp;Analyst Atif Malik believes Broadcom’s chip advancements could divert approximately $12 billion in prospective graphics processing unit (GPU) sales away from Nvidia.The analyst revised the target price down to $200 from $210 while maintaining a ‘Buy’ rating on the stock, according to TheFly. Malik now forecasts a 4% decline in those sales due to potential competition from Broadcom’s (AVGO) next-generation XPU solutions.<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> inched 0.2% higher in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:935/104;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_08_084123_png_e60c575b36.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 08:20 a.m. ET on Sep. 8, 2025 | Source: Stocktwits" width="935" height="104"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 08:20 a.m. ET on Sep. 8, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user noted that as the AI pie continues to grow, any drop in Nvidia’s AI dominance share appears insignificant.<stembedurl>https://stocktwits.com/Nospecial/message/627807952</stembedurl>Broadcom has recently emphasized rapid momentum in its artificial intelligence chip offerings.&nbsp;XPUs, which stand for Extended Processing Units, are custom chips designed for demanding data center workloads, such as AI and high-performance computing.On the September 4 earnings call, Broadcom’s President and CEO Hock Tan&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/broadcom-stock-jumped-over-4-after-hours-an-open-ai-may-have-something-to-do-with-it/chw4xi9Rdp4">said</a> that one of the prospective customers it was working with in the third quarter (Q3) had placed production orders worth over $10 billion for AI racks based on its XPUs.&nbsp;Nvidia has benefited significantly from AI-driven demand in recent years, and investors are closely monitoring how chipmakers evolve their product offerings to address the high-performance computing needs of AI developers.Nvidia’s stock has gained over 24% year-to-date and over 56% in the last 12 months.&nbsp;Also See:<a href="https://stocktwits.com/news-articles/markets/equity/beamr-to-use-nvidia-tech-to-bring-live-events-into-4k/chwWxOtRdrT">&nbsp;Beamr To Use Nvidia’s Tech To Bring Live Events Into 4K: Retail Excitement Surges</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an Nvidia chip is seen through a magnifying glass on August 1, 2025 in Beijing, China. 

Nvidia Likely To See $12B Sales Risk As Broadcom’s Chip Demand Gains Steam, Says Citi

Citi believes Broadcom’s $10 billion order for AI racks based on its XPUs could threaten Nvidia’s dominance. 

Equity

Citi believes Broadcom’s $10 billion order for AI racks based on its XPUs could threaten Nvidia’s dominance. 


Broadcom Inc. (AVGO) has received a fresh vote of confidence from Wall Street analysts, who have raised price targets following the company’s third-quarter (Q3) earnings and strong guidance, mainly driven by booming demand for artificial intelligence infrastructure.JPMorgan, Morgan Stanley, and Truist all lauded Broadcom's performance and strategy around AI, especially highlighting a new $10 billion customer engagement, which is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/broadcom-stock-jumped-over-4-after-hours-an-open-ai-may-have-something-to-do-with-it/chw4xi9Rdp4">believed</a> to be with OpenAI.The chipmaker’s revenue of $16 billion and adjusted earnings per share (EPS) of $1.69 both exceeded the analysts’ consensus estimate of $15.82 billion and $1.66, according to Fiscal AI data. On the earnings call, the&nbsp;company said it had secured over $10 billion in orders for AI racks.<a href="https://stocktwits.com/symbol/AVGO">Broadcom stock</a> traded over 13% higher in Friday’s premarket. On Stocktwits, retail sentiment toward the stock remained in ‘extremely bullish’ territory while message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours.<figure class="image"><img style="aspect-ratio:945/111;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_05_083426_png_45be9605be.webp" alt="AVGO’s Sentiment Meter and Message Volume as of 08:15 a.m. ET on Sep. 5, 2025 | Source: Stocktwits" width="945" height="111"><figcaption>AVGO’s Sentiment Meter and Message Volume as of 08:15 a.m. ET on Sep. 5, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 1,007% surge in user message count over a 24-hour period. A bullish Stocktwits user referred to the stock as ‘supersonic’.<stembedurl>https://stocktwits.com/Dnmr1/message/627597466</stembedurl>Another user sounded excited for Broadcom’s rumoured chip deal with OpenAI.<stembedurl>https://stocktwits.com/AVGOmysugardaddy/message/627581797</stembedurl>JPMorgan analyst Harlan Sur raised Broadcom’s price target to $400 from $325, citing strong AI-driven momentum, steady demand in non-AI semiconductors, and ongoing strength from the recently acquired VMware business. Sur emphasized the significance of one major client officially becoming a qualified customer, securing $10 billion in orders. Truist also boosted its price target to $365 from $295, maintaining a ‘Buy’ rating.&nbsp;The firm noted Broadcom’s ‘low-drama’ Q3 results and revised guidance were given a ‘dramatic’ shade after management’s optimistic tone about AI growth.&nbsp;Morgan Stanley raised its target to $382 from $357, calling the July-quarter performance solid and largely aligned with expectations. The firm emphasized the forward-looking guidance, particularly the surprise forecast of a $10 billion potential revenue from the AI infrastructure customer.Broadcom stock has gained 32% in 2025 and over 100% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/braze-guidewire-uipath-draw-heavy-retail-chatter-on-stocktwits/chwIa7NRdpD">Braze, Guidewire, UiPath Draw Heavy Retail Chatter On Stocktwits Among Tech Stocks: More Details Inside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Broadcom Inc.

Broadcom Draws Wall Street Praise After Strong Q3, $10B AI Chip Order: Retail Calls Stock ‘Supersonic’

JPMorgan, Morgan Stanley, and Truist all lauded Broadcom's performance and strategy in the area of AI, particularly highlighting a new $10 billion customer engagement.

Chipmaker Broadcom, Inc.’s (AVGO) stock&nbsp;rose over 4.5% in Thursday’s&nbsp;extended trading session as investors cheered its quarterly report and were enthused by remarks about a huge order from a client for custom chips.&nbsp;Retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/AVGO">Broadcom stock</a> also improved further in the ‘extremely bullish’ territory (95/100) by late Thursday, and the message volume rose to ‘extremely high’ levels. The stock was among the top five trending equity tickers on the platform late Thursday. The 24-hour message volume change leading up to late Thursday was over 1,000%.<figure class="image"><img style="aspect-ratio:621/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_04_at_10_37_07_PM_png_afd5754958.webp" alt="Screenshot 2025-09-04 at 10.37.07 PM.png" width="621" height="52"><figcaption>AVGO sentiment and message volume as of 10:35 p.m. ET, Sept. 5 | source: Stocktwits</figcaption></figure>Broadcom's revenue clocked a record in the third quarter of the fiscal year 2025, rising 22% year-over-year (YoY) to $16 billion on strong demand for custom artificial intelligence (AI) accelerators, networking, and VMware products. The topline exceeded the $15.82 billion consensus compiled by Fiscal.ai.&nbsp;AI revenue for the third quarter climbed 63% to $5.2 billion, making up roughly 57% of the total semiconductor revenue.President and CEO Hock Tan said, “We expect growth in AI semiconductor revenue to accelerate to $6.2 billion in Q4, delivering eleven consecutive quarters of growth, as our customers continue to strongly invest.”The company generated a record cash flow of $7 billion, marking 47% YoY growth. Adjusted earnings per share (EPS) for the quarter climbed to $1.69 from $1.24, exceeding the $1.66 consensus estimate.On the earnings call, Tan stated that bookings remained strong, with the consolidated backlog reaching a record $110 billion, according to a transcript provided by Koyfin.Broadcom’s board approved a quarterly cash dividend of $0.59 per share, payable on Sept. 30 to shareholders of record at the close of business on Sept. 22.Looking ahead, Broadcom guided fourth-quarter revenue to about $17.4 billion, while analysts, on average, estimate $17.01 billion. The company estimated adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) of 67%, flat with the preceding quarter.Tan said on the earnings call that one of the prospective customers it was working with in the third quarter had released production orders, and that the company had secured over $10 billion&nbsp;in orders for AI racks based on its XPUs.&nbsp;XPUs, which stand for Extended Processing Units, are custom chips designed for demanding data center workloads, such as AI and high-performance computing.A Financial Times&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/e8cc6d99-d06e-4e9b-a54f-29317fa68d6f">report</a>, citing people familiar with the matter, noted that Sam Altman’s OpenAI, the maker of ChatGPT, is preparing to design and produce its own AI chip with help from Broadcom next year. This led to increased&nbsp;<a href="https://stocktwits.com/Ro_Patel/message/627578976">speculation</a> that the mystery $10 billion customer for the chipmaker could indeed be OpenAI.Broadcom stock has gained about 33% year-to-date. The Koyfin-compiled average analysts’ price target for the stock is $307.57, implying less than 1% upside potential.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-signs-executive-order-to-seal-japan-trade-pact/chw4vxJRdp3">Trump Signs Executive Order To Seal Japan Trade Pact, Slashes Auto Tariffs To 15%</a>

The Broadcom Ink logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on September 2, 2025. 

Broadcom Stock Jumped Over 4% After-Hours — And OpenAI May Have Something To Do With It

AI revenue for the third quarter climbed 63% to $5.2 billion, making up roughly 57% of the total semiconductor revenue.

Broadcom Inc. (AVGO) has garnered interest among retail investors after tech giant Apple Inc. (AAPL) announced on Wednesday that the chipmaker will be one of the initial partners for its American Manufacturing Program (AMP).Apple said it is also deepening its collaboration with Broadcom to design and produce additional cellular semiconductor parts within the United States. These components play an essential role in supporting 5G connectivity across Apple's products.&nbsp;<a href="https://stocktwits.com/symbol/AVGO">Broadcom stock</a> traded over 1% higher in Thursday’s premarket.&nbsp;A bullish Stocktwits user commended the partnership announcement.<stembedurl>https://stocktwits.com/Geestar/message/624074266</stembedurl>Apple’s new $100 billion commitment to boost domestic production is a part of an expanded plan to bolster American manufacturing. Over the next four years, the company expects its total U.S. investment to hit $600 billion, which will also include ramped-up supplier partnerships.The AMP aims to solidify Apple’s ties with U.S.-based production facilities. Other partners in the program include Corning, Texas Instruments, Amkor, and GlobalWafers.Apple’s increased focus on local production will likely boost Broadcom’s business. The company offers semiconductor, software, and security solutions to support mobile, broadband, and hybrid cloud operations.On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:959/109;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_07_082636_png_e1931c2033.webp" alt="AVGO’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Aug. 7, 2025 | Source: Stocktwits" width="959" height="109"><figcaption>AVGO’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Aug. 7, 2025 | Source: Stocktwits</figcaption></figure>In the second quarter (Q2), Broadcom’s&nbsp;revenue climbed 20% year over year (YoY) to $15 billion, beating the $14.97-billion consensus estimate, as per Fiscal AI data. AI revenue surged 46% year-over-year to $4.4 billion, driven by strong demand for AI networking solutions.The company will release its third quarter (Q3) earnings on September 4 and expects revenue of $15.8 billion, in line with the consensus estimate. Broadcom stock has gained over 30% year-to-date and over 121% in the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/liveperson-fortinet-smith-micro-software-draw-highest-retail-chatter/chrm2kzRddr">LivePerson, Fortinet, Smith Micro Software Draw Highest Retail Chatter Among Tech Stocks: Here’s Why</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Broadcom Sees Heightened Retail Interest Today, And This Has An Apple Connection: Here Are The Details

Broadcom will become one of the initial partners in Apple’s American Manufacturing Program, announced on Wednesday.

Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF

Will Amazon.com ($AMZN) beat quarterly earnings? 
 
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