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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending after announcing a major strategic partnership with NVIDIA to accelerate AI infrastructure development, which includes an equity investment option that sets a strong floor for the share price. The community is heavily divided between long-term investors celebrating the deal as a catalyst for hyperscaler growth and vocal critics frustrated by delayed earnings reports and concerns regarding the company's underlying fundamentals.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant volatility surrounding its earnings report as investors weigh explosive revenue growth and a massive backlog against concerns over high capital expenditures and debt. The community is sharply divided between bulls prioritizing long-term AI infrastructure scale and bears highlighting the company's persistent cash burn and a historical pattern of post-earnings selling.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing intense volatility ahead of its earnings call, with the community closely tracking potential catalysts like the LivePerson acquisition and the launch of its OASYS platform. While some investors remain bullish on the company's growth, zero-debt status, and enterprise demand, others are wary of the stock's tendency to drop post-earnings and are intensely debating the firm's long-term path to profitability.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is trending as investors gear up for a pivotal earnings report, with the community closely monitoring management's guidance on operational efficiency and the company's path to profitability. The sentiment is highly polarized, characterized by intense debate between bullish retail traders anticipating a potential turnaround or short squeeze and bearish voices skeptical of the stock's long-term valuation in the current housing market.

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The SPY is currently trending as market participants weigh conflicting headlines about a regional conflict in the Middle East, with ongoing community debate focused on whether these geopolitical developments serve as a true catalyst for a downturn or if the market's resilience reflects structural manipulation. Investors are actively discussing the impact of this uncertainty on volatility, the reliability of recent ceasefire claims, and how these factors might influence upcoming economic data prints.

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Market volatility is intensifying as traders react to conflicting headlines regarding a potential military escalation and ceasefire status in the Strait of Hormuz. The community remains deeply divided, with bulls betting on a swift 'V-shaped' recovery supported by tech demand, while bears argue that current equity valuations are disconnected from ongoing geopolitical and economic risks.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk (TTD) is facing significant downward pressure and intense community frustration ahead of its earnings report, driven by a pattern of consistent post-earnings sell-offs and perceived lackluster management performance. Investors are actively debating the potential for an OpenAI partnership or share buyback catalysts to trigger a short squeeze, despite ongoing concerns over slowing growth and persistent stock price weakness.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors aggressively build positions ahead of upcoming earnings, with the community closely tracking its performance alongside sector peers like CoreWeave and IREN. Speculation is high regarding potential hyperscaler partnerships and data center demand, driving significant options activity and bullish sentiment as traders anticipate a major momentum breakout.

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 weigh an upcoming earnings report against the broader crypto market's momentum and renewed legislative optimism surrounding the Clarity Act. The community is actively debating the company's recent workforce restructuring while focusing on whether institutional interest and stablecoin infrastructure can drive a meaningful breakout from current price levels.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently trending as investors focus on its Q1 earnings report, with significant community discussion centered on its record-breaking backlog and expanding role in national defense, including new hypersonic launch contracts with Anduril. The broader investor narrative is bullish, viewing the company as a key structural player in the aerospace and space infrastructure sector, with many participants actively debating the impact of the upcoming Neutron rocket debut and the potential upside of the company's dual-use commercial and defense portfolio.

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 ETFs to Buy as AMD Shares Jump 15% Following Q1 Earnings Beat

AMD surges 15% after Q1 beat and strong outlook, boosting appeal of ETFs like SMH as investors seek growth with lower single-stock risk.

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

<ul class="summary-bullets"><li>Intel Xeon 6 processors will be integrated into Nvidia systems, building on the architectural foundation established based on the ongoing partnerships of both companies.&nbsp;</li><li>Intel Xeon processors will serve as the host CPU for Nvidia DGX Rubin NVL8 systems due to their fast memory support, balanced performance across workloads, and other benefits.</li><li>A renewed collaboration with semiconductor giant Nvidia reinforces Intel’s position in the AI infrastructure market.</li></ul>Shares of Intel Corp. (INTC) climbed about 0.5% in Monday’s extended trading hours and garnered significant retail attention after it announced at the Nvidia GTC 2026 that its Xeon 6 would be used as host CPUs in the semiconductor company’s DGX Rubin NVL8 systems.Intel Xeon 6 processors will be integrated into Nvidia Corp. (NVDA) systems, building on the architectural foundation established based on the ongoing partnerships of both companies.The company said in a statement that Intel Xeon processors will serve as the host CPU for Nvidia DGX Rubin NVL8 systems due to their fast memory support, balanced performance across workloads, lower long-term total cost of ownership, mature enterprise software ecosystem, and strong PCIe and I/O capabilities that enable high-bandwidth, low-latency data processing.<h2 class="st-heading-2">Why It Matters</h2>The company said that as AI deployments scale, overall inference performance increasingly depends on the host CPU’s ability to manage memory, orchestrate workloads, and distribute tasks efficiently across GPU clusters.Additionally, security features such as Intel Trust Domain Extensions also support confidential computing as AI infrastructure expands across data centers, cloud, and edge environments.“In this new era, the host CPU is mission‑critical. It governs orchestration, memory access, model security, and throughput across GPU‑accelerated systems. Intel Xeon 6 delivers leadership performance, efficiency, and compatibility with the extensive x86 software ecosystem that customers rely on to scale inference workloads,” said Jeff McVeigh, corporate vice president and general manager, Data Center Strategic Programs at Intel.Intel has been under pressure in the market amid <a href="https://stocktwits.com/news-articles/markets/equity/intc-vs-amd-which-chip-stock-has-a-better-upside-this-year/cmybAivR4Xr">competition</a> from rivals such as Advanced Micro Devices Inc. (AMD). A renewed collaboration with semiconductor giant Nvidia reinforces its position in the AI infrastructure market.Last year, Nvidia invested about $5 billion in Intel, purchasing shares at $23.28 each. The investment, cleared by the U.S. Federal Trade Commission, deepens collaboration between the two companies on AI infrastructure.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/INTC">INTC shares</a> remained in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.INTC shares have climbed more than 16% this year.Meanwhile, <a href="https://stocktwits.com/symbol/soxq">Invesco PHLX Semiconductor ETF</a> (SOXQ) gained more than 67% in the last 12 months, while <a href="https://stocktwits.com/symbol/soxx">iShares Semiconductor ETF</a> (SOXX) gained more than 65%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Intel Corporation logo is being displayed on a smart phone, with an Intel chip visible in the background.

INTC Shares Climb After-Hours — What’s The Announcement Made At Nvidia GTC?

Intel said on Monday at the Nvidia GTC 2026 that its Xeon 6 would be used as host CPUs in Nvidia DGX Rubin NVL8 systems. 

Equity

ETFs to Buy as Broadcom Shares Jump 5% After Q1 Earnings Beat

AVGO's strong Q1 earnings and upbeat AI outlook send shares up 5% after hours, putting several semiconductor-heavy ETFs in focus for investors. 

ETFs to Buy as AMD Shares Sink Post Poor Q1 View Amid Q4 Earnings Beat

AMD shares sink 17% despite a Q4 earnings beat as a softer Q1 outlook spooks investors, pushing ETFs with heavy AMD exposure into focus. 

Top-Ranked Semiconductor ETFs to Buy as Taiwan-US Agree on $500B Chip Deal

SMH and other semiconductor ETFs to gain as a $500B Taiwan-US chip deal fuels massive U.S. fab investment.

Tech ETFs to Buy as Micron Rallies 10% Post Q1 Earnings Beat

Micron surged over 10% after a strong Q1 beat, making tech ETFs with high MU exposure an attractive way to tap gains while diversifying risk.

<ul class="summary-bullets"><li>Momentum Remains Strong, with revenue growth re-accelerating as AI chip sales soared 74% YoY.</li><li>The company now expects AI revenue to double to $8.2 billion this quarter.</li><li>A $73B backlog and a 48× forward P/E left investors questioning whether too much optimism is already priced in.</li></ul>Broadcom Corp. (AVGO) avoided making the bold predictions that Oracle did, yet its stock met a similar fate after its earnings report. The post-results reaction — or more precisely, the post-earnings-call reversal — underscores how jittery the market has become around artificial intelligence (AI) trades.The stock initially climbed nearly 3% in after-hours trading, but the gains vanished once the earnings call began. By overnight trading, Broadcom shares were down more than 4%, according to Yahoo Finance.Was it CEO Hock Tan’s guarded commentary that weighed on the stock, or are investors signaling that Broadcom has already priced in too much, too quickly? In any case, there’s no doubt that Broadcom delivered a blockbuster, and the numbers leave little room for debate.<h2 class="st-heading-2">Long Streak Of ‘Standout’ Growth&nbsp;</h2>Since the second quarter of calendar 2023, revenue has grown year over year in every quarter, although the growth rate slowed from more than 50% in the third quarter of last year. Note that Broadcom’s fiscal quarters run one quarter ahead of the calendar year.<img src="https://news.stocktwits-cdn.com/AVG_Os_Revenue_Trajectory_png_7d72f720e7.webp" alt="AVGOs_Revenue_Trajectory.png">Source: Fiscal.aiAfter decelerating for two quarters, revenue growth has inflected higher as AI chip demand exploded.&nbsp;The guidance issued for the current quarter envisages the company sustaining the growth seen in the preceding one (28%) versus the guidance that calls for nearly 23% growth.&nbsp;<img src="https://news.stocktwits-cdn.com/AVGO_Topline_Growth_Reaccelerates_png_5bfe51cf56.webp" alt="AVGO_Topline_Growth_Reaccelerates.png">Source: Fiscal.aiThe Palo Alto, California-based company’s September quarter revenue was a record, underpinned by a 74% YoY jump in AI chip revenue. More importantly, the company guided the AI chip revenue to double to $8.2 billion in the current quarter.Broadcom has also been a consistent profit earner.&nbsp;Its second-quarter 2024 results were an outlier; a one-time non-cash tax provision of $4.5 billion related to an intra-group transfer of intellectual property rights to the U.S. as part of a supply-chain realignment dragged the unadjusted bottom-line result into the red.<img src="https://news.stocktwits-cdn.com/AVG_Os_Profit_Engine_Runs_Hot_png_597bb8266a.webp" alt="AVGOs_Profit_Engine_Runs_Hot.png">Source: Fiscal.ai<h2 class="st-heading-2">Margin - Source of Worry?</h2>On the earnings call, CFO Kristine Spears said gross margin contracted 50 basis points (bps) sequentially, with the chip product mix blamed for the predicament, according to a transcript made available by Koyfin. In Q4, Broadcom’s chip solutions business, which made up about 62% of the total revenue, carried a gross margin of 68%, while the infrastructure software segment had a higher 93% margin.Broadcom now models a 100 bps sequential contraction in the current quarter. The company also forecast a percentage point sequential decline in its adjusted earnings before interest, taxes, depreciation and amortization (EBITDA).&nbsp;<img src="https://news.stocktwits-cdn.com/AVG_Os_Margin_Profile_png_e0e57edb68.webp" alt="AVGOs_Margin_Profile.png">Source:&nbsp;Fiscal.ai<h2 class="st-heading-2">Backlog Underwhelms?</h2>A $73 billion order that Tan flaunted may sound measly compared to the $523.3 billion in backlog&nbsp;plus deferred revenue&nbsp;that&nbsp;Oracle guided. On the earnings call, Tan said the number pertains to what will be delivered over the next 18 months.When an analyst asked if the estimate was a base-case scenario, Tan replied in the affirmative.<blockquote>“So, taking that we expect revenue -- a minimum revenue one way to look at it of $73 billion over the next 6 quarters, but we do expect much more as more orders come in for shipments within the next 6 quarters.”</blockquote>The executive also clarified that more than 70% pertains to XPUs&nbsp; — the highly customized application-specific eXtreme processing units used for AI applications.<h2 class="st-heading-2">Tan Tight-Lipped On 2026 Specifics</h2>The Broadcom CEO gave&nbsp;only&nbsp;a qualitative perspective on what 2026 would look like.<blockquote>“Directionally, we expect AI revenue to continue to accelerate and drive most of our growth. And non-AI semiconductor revenue to be stable. Infrastructure software revenue will continue to be driven by VMware growth at low double digits.”</blockquote>He also said it’s hard to predict 2026 performance precisely, calling “Now moving is a moving number as we move in time.”“So I'd rather not give you guys any guidance, and that's why we don't give you guidance.”<h2 class="st-heading-2">Is Valuation Deterrent?</h2>Broadcom stock has gained more than 76% this year, outperforming the broader market, the tech sector and the semiconductor industry.<img src="https://news.stocktwits-cdn.com/AVGO_YTD_stock_return_png_b95655ca75.webp" alt="AVGO YTD stock return.png">Source: KoyfinThe forward price-earnings (P/E) multiple, a key valuation metric, is at 48.2, implying that the stock is a pricier investment compared to the S&amp;P 500’s 22.5, the IT industry’s 28.2 and the semiconductor industry’s 30.<h2 class="st-heading-2">Retail, Analyst Relish AVGO’s Q4</h2>The adverse stock reaction did little&nbsp;to&nbsp;dissuade retail traders,&nbsp;with Stocktwits sentiment soaring after the Q4 report. On Stocktwits, the sentiment meter pointed to an ‘extremely bullish’ stance as of early Friday, an improvement from the ‘bullish’ mood seen the day before. The mood toward the stock has remained broadly buoyant throughout the past year.<img src="https://news.stocktwits-cdn.com/Screenshot_2025_12_11_at_10_20_25_PM_png_4847782cdc.webp" alt="Screenshot 2025-12-11 at 10.20.25 PM.png">Retail chatter on the AVGO stream also grew louder to ‘extremely high’ levels. A bullish watcher’s comments&nbsp;<a href="https://stocktwits.com/kcphaeton/message/638956111">summarized</a> retail’s mood — ‘A stock you own; You do not trade it.” They were leaning bullish, sensing the setup for a strong, durable move higher.“Always a bull,” another proudly&nbsp;<a href="https://stocktwits.com/AVGOmysugardaddy/message/638956286">proclaimed,</a> who apparently wants to hold the stock. They lauded the company for an “impressive” earnings report and felt Broadcom’s Hock did not care about “external noises.”Following the Q4 print, Baird’s Tristan Gerra hiked his price target on Broadcom to $420 from $300 — a massive increase — while reiterating an ‘Overweight’ rating. Gerra pointed to strong deal momentum, highlighting the additional $11 billion order, entirely from Anthropic, the company’s fourth customer, on top of the $10 billion announced in the prior quarter.He also flagged that Broadcom has now secured a fifth customer for its XPUs. Gerra added that OpenAI-related revenue should flow through 2027–2029, assuming a low-$20 billion revenue per gigawatt range.According to Koyfin, 94% of the analysts covering the stock (44 of 47) rate the stock as a ‘Buy’ or a ‘Strong Buy.’ Three chose to remain on the sidelines. It is probably one of the very few stocks that have no ‘Sell’ recommendation.The upside potential, however, is only about 1.5%, based on the average analyst price target from Wall Street firms.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/moderna-and-super-micro-top-s-and-p-500-short-interest-list-ripe-for-a-squeeze/cLIxQHWREnS">Moderna And Super Micro Top S&amp;P 500 Short Interest List — Are They Ripe For A Squeeze?</a>

The Broadcom office building with the company logo is in Regensburg, Bavaria, Upper Palatinate, Germany, on October 4, 2025. 

Broadcom’s Blockbuster Quarter Underscores AI Strength — Did CEO’s Measured Comments Keep Shares From Soaring?

The earnings call flipped initial after-hours gains into losses, underscoring the market’s heightened sensitivity to anything perceived as a slowdown in AI momentum.

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