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Avis Budget Group, Inc. engages in the provision of vehicle sharing and rental services. It operates through the Americas and International segments. The Americas segment includes vehicle rental and car sharing operations in North America, South America, Central America, and the Caribbean. The International segment is involved in vehicle rental and car sharing operations in Europe, the Middle East, Africa, Asia, and Australasia. The company was founded in 1946 and is headquartered in Parsippany, NJ.

Avis Budget Group Inc

Avis Budget Group (CAR) is currently gripped by an extreme short squeeze, with community discussion centered on its highly constrained float and reports that a small group of institutional holders control a majority of the shares. While many traders are enjoying significant gains from the stock's parabolic ascent, others are cautioning that the rampant volatility, frequent trading halts, and the potential for a share offering or institutional profit-taking make this a high-stakes, dangerous game of musical chairs.

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 experiencing a surge in trading volume and bullish sentiment driven by CFO comments confirming production ramp-ups and multiple purchase orders that validate the company's optical engine technology for hyperscale AI. Community discussions are centered on a potential short squeeze, a rejection of recent negative research reports, and mounting optimism that the stock is undergoing an institutional re-pricing phase as it transitions from a developmental play to revenue execution.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Direxion Daily Semiconductor Bear 3X Shares (SOXS) is trending as frustrated investors grapple with a relentless semiconductor sector rally, questioning why the stock continues to bleed despite market volatility. Community discourse is heavily polarized between long-term bears betting on an inevitable bubble burst and others debating whether to capitulate or double down on their positions amid consistent downward price pressure.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending due to strong bullish momentum as investors shift their focus toward the company's role in inference and agentic AI workloads. The community is actively debating the stock's valuation, its potential to reach the trillion-dollar market cap club, and the technical strength of the ongoing rally.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

United Airlines is experiencing significant market volatility as it navigates operational headwinds from severe winter weather, which has triggered widespread flight cancellations and put pressure on near-term revenue. Investors are closely monitoring the company's management strategy, including its recent push for premiumization and fleet investments, while also weighing concerns over rising fuel costs and the broader impact of geopolitical instability on the sector.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The S&P 500 ETF is experiencing high volatility as investors react to a barrage of conflicting headlines regarding peace talks, blockade status, and potential escalation in the Middle East. The community remains deeply polarized, with many traders expressing frustration over perceived market manipulation and headline-driven price swings while debating the timing of a potential deal versus a broader conflict.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is facing significant volatility as investors weigh the potential of its new CX Enterprise agentic AI platform and a major $25 billion stock buyback program against ongoing software sector pressure and AI disruption fears. While the community remains deeply divided between those viewing the stock as a deeply undervalued generational opportunity and those concerned about long-term structural threats, the primary focus remains on whether these capital-heavy initiatives will finally catalyze a definitive trend reversal.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Invesco QQQ Trust is experiencing heightened volatility as market participants fixate on the expiration of ceasefire talks in the Middle East and the potential for a geopolitical escalation. The community is actively debating the reliability of diplomatic headlines versus the risk of renewed conflict, with retail investors expressing frustration over the market's resilience against negative news cycles.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is currently in the spotlight following a strong earnings beat, where they surpassed revenue expectations and raised their full-year profit outlook. Community sentiment is mixed as bulls celebrate the stock's recovery and the announcement of a multi-billion dollar share buyback, while bears continue to scrutinize long-term healthcare cost pressures and regulatory headwinds.

Abbott Laboratories engages in the discovery, development, manufacture, and sale of healthcare products. It operates through the following segments: Established Pharmaceutical Products, Diagnostic Products, Nutritional Products, and Medical Devices. The Established Pharmaceutical Products segment refers to the line of branded generic pharmaceuticals manufactured worldwide and marketed and sold outside the United States in emerging markets. The Diagnostic Products segment markets diagnostic systems and tests for blood banks, hospitals, commercial laboratories, clinics, physicians' offices, retailers, government agencies, and alternate care testing sites. The Nutritional Products segment caters to the worldwide sales of pediatric and adult nutritional products. The Medical Devices segment includes a broad line of rhythm management, electrophysiology, heart failure, vascular and structural heart devices for the treatment of cardiovascular diseases, and diabetes care and continuous glucose monitoring products, as well as neuromodulation devices for the management of chronic pain and movement disorders. The company was founded by Wallace Calvin Abbott in 1888 and is headquartered in Abbott Park, IL.

Abbott Laboratories

Abbott Laboratories is experiencing significant market attention following its earnings report and the strategic $23 billion acquisition of Exact Sciences. While the company faces pressure from adjusted growth guidance and ongoing litigation concerns, investors remain focused on long-term value, with many discussing the stock's potential for a re-rating as they navigate the integration of its expanded diagnostics footprint.

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<ul class="summary-bullets"><li>Chip stocks advanced sharply, with the key fund, iShares Semiconductor ETF (SOXX), on track for its best month since 2001.</li><li>With major recent deal wins and a comparatively low P-E ratio, Broadcom stands out.</li><li>Intel has rallied the most in the group in April, and yet analysts expect 22% upside in the stock.</li></ul>Semiconductor stocks staged an incredible rebound in April, with the key sectoral fund, the&nbsp;<a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF (SOXX)</a>, heading for its best month since its launch in 2001.The gain is being driven by Marvell Technology and Intel, each surging roughly 49% so far this month, while memory chipmakers continue to build momentum, with Western Digital, Seagate, and Micron advancing between 33% and 38%.Investors are processing the sharp gains as they prepare for the quarterly earnings. Among the top chip stocks, a few still appear relatively attractive.Amongst Intel, Advanced Micro Devices and Broadcom, analysts are recommending loading up on the latter two. The price-to-earnings (P/E) ratios of AMD and Broadcom are also more attractive than Intel's, which has the second-highest P/E ratio in&nbsp;the Nasdaq-100.<h2 class="st-heading-2">Why AVGO Stands Out</h2>Broadcom is a standout in the group. The company recently expanded its partnership with Google and will now produce AI chips for the search giant through 2031. That came close on the heels of a similar deal with Meta Platforms, turning analysts more bullish on the chip-maker’s prospects, given the significant tie-ups with all major hyperscalers, which are funding the AI and data center boom.Intel shares have rallied on a mix&nbsp;of AI narrative shift, deal momentum, and turnaround optimism. The chip maker has been showing progress in its foundry business – long a source of concern – with the release of PC chips using its advanced 18A process and a steady stream of high-profile partnerships across cloud and AI customers.AMD, Nvidia’s primary rival in the AI server market, is rallying alongside broader optimism around AI-driven data center spending. Sentiment got a major boost in February when the company struck a $100 billion infrastructure and investment deal with Meta, while anticipation is building around its upcoming MI400 and MI450 processors.&nbsp;<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col><col></colgroup><tbody><tr><td>&nbsp;</td><td>Gain From 52-Week Low</td><td>Analyst Buy Calls</td><td>Average Upside Projection</td><td>Forwards 12-Month P/E Ratio</td></tr><tr><td>Intel</td><td>260%</td><td>&nbsp; 9/47</td><td>22.10%</td><td>121.3</td></tr><tr><td>AMD</td><td>228%</td><td>35/48</td><td>6.40%</td><td>41</td></tr><tr><td>Broadcom</td><td>147%</td><td>44/47</td><td>19%</td><td>29.7</td></tr></tbody></table></figure></div>Source: Koyfin Here’s what analysts are expecting for their upcoming earnings:Intel&nbsp; Results: April 23, after the market close Revenue: $122.43 billion, down 2% Profit: $0.01 per share, down 90%AMD Results: May 5, after the market close Revenue: $9.87 billion, up 38% Profit: $1.28 per share, up 33%Broadcom Results: TBA Revenue: $22.06 billion, up 47% Profit: $2.39 per share, up 51%<h2 class="st-heading-2">How Do Intel, AMD, Broadcom Chips Differ?</h2>Intel, AMD, and Broadcom operate at very points in the semiconductor stack.Intel is still one of the largest integrated device manufacturers (IDMs), meaning it designs and manufactures its own chips, with massive fabrication facilities and a broad footprint spanning PCs, servers, and increasingly foundry services for third parties.&nbsp;AMD, by contrast, is fabless – it designs chips but outsources manufacturing (primarily to TSMC). In terms of scale, Intel has historically led in revenue and manufacturing depth, but AMD has narrowed the gap in market value and influence through strong execution in CPUs and data center chips.&nbsp;Broadcom sits differently: it’s not a direct CPU competitor but a diversified semiconductor and infrastructure software giant,&nbsp;On products and sub-sectors, Intel and AMD overlap heavily in CPUs and data center processors, with AMD also strong in GPUs and AI accelerators. Intel is rebuilding its position in GPUs and AI chips.&nbsp;Broadcom, however, dominates in networking, connectivity, and custom silicon,&nbsp; and makes chips for data center switching, broadband, Wi-Fi, and Bluetooth tailored for hyperscaler workloads.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

A robotic machine manufactures a semiconductor chip at a stall to show investors during The Advantage Assam 2.0 Investment Summit in Guwahati, India, on February 25, 2025. (Photo by David Talukdar/NurPhoto via Getty Images)

INTC Vs AMD Vs AVGO: Which Chip Stock Has Most Upside Amid Hot AI Rally?

Intel is reporting its quarterly results on Thursday, and AMD next week.

Equity

Intel is reporting its quarterly results on Thursday, and AMD next week.


<ul class="summary-bullets"><li>Marvell drew attention as a notable beneficiary of the AI infrastructure buildout in the U.S., particularly due to the growing need for optical networking in AI data centers.</li><li>Intel is rising amid a repositioning from a traditional chipmaker to a key player in the AI infrastructure market through a pivot to foundry services.</li><li>Advanced Micro Devices has been garnering positive attention after announcing a multi-year deal with Meta to power Meta's AI infrastructure.</li></ul>Shares of chip companies Marvell Technology Inc. (MRVL), Intel Corp. (INTC), and Advanced Micro Devices Inc. (AMD) jumped to 52-week highs on Friday amid growing optimism and investor appetite for chip stocks, part of the artificial intelligence infrastructure boom.On Friday, MRVL stock rose 4.7% higher and climbed to $139.91 during the day’s trading. Meanwhile, INTC stock jumped more than 2% to an intraday high of $70.32 10%, while AMD shares hit $281.05 in intraday trading before closing 0.05% up.Meanwhile, the iShares Semiconductor ETF (SOXX), which tracks semiconductor companies in the U.S., closed up 2.4% on Friday.<h2 class="st-heading-2">Marvell Gains Wall Street Approval</h2>MRVL stock closed in the green in four out of five sessions last week, drawing attention from Wall Street and retail investors as a notable beneficiary of the AI infrastructure buildout in the U.S., particularly the growing need for optical networking in AI data centers.On Thursday, Stifel analyst Tore Svanberg raised the price target on Marvell to $140 from $120 and maintained a ‘Buy’ rating on the shares, saying that volatility in AI-related companies presented long-term buying opportunities. Oppenheimer also raised the price target on Marvell to $170 from $150 and maintained an ‘Outperform’ rating on the shares, indicating an upside potential of 21.7% from the last close. The firm said that after hosting an investor meeting with the company’s management, it was “bullish” that Marvell had highlighted the accelerating growth outlook led by DCAI networking and ASIC.As of Sunday, Marvell continued to garner <a href="https://stocktwits.com/news-articles/markets/equity/marvell-stock-jumps-overnight-on-buzz-of-custom-google-ai-chip-talks-retail-bulls-cheer-loudly/cZB5u6ORIya">attention amid reports</a> that Alphabet Inc.’s (GOOG, GOOGL) Google was in talks with the company to develop two chips aimed at improving the efficiency of AI model operations.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/MRVL/sentiment">MRVL stock</a> was in the ‘bullish’ territory at the time of writing, amid ‘high’ message volumes. MRVL shares have surged more than 56% this year.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_20_at_10_27_18_AM_png_7e5330a777.webp" alt="MRVL sentiment.png" width="1271" height="172"></figure><h2 class="st-heading-2">Intel Runs Higher On Foundry Expansions</h2>INTC stock extended a strong rally, rising for its third consecutive week to reach a 52-week high on Friday. The chip giant is now repositioning itself from a traditional chipmaker to a key player in the AI infrastructure market by pivoting to foundry services.Last week, the company hired Samsung’s Foundry head Shawn Han to <a href="https://stocktwits.com/news-articles/markets/equity/intel-hires-samsungs-shawn-han-for-foundry-services-amid-strategic-pivot/cZJvMB9RID6">lead its own Foundry Services</a>, shortly after announcing a partnership with Elon Musk’s Terafab initiative, as well as an announcement that Alphabet Inc.’s (GOOGL) Google would deploy its Xeon processors in its data centers.Last week, Bernstein raised the price target on Intel to $60 from $36 and kept a ‘Market Perform’ rating on the shares, on higher server assumptions and gross margin estimates. Intel is also set to report earnings on April 23.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/INTC">INTC stock</a> was in the ‘bullish’ territory at the time of writing, amid ‘high’ message volumes. INTC shares have surged more than 73% this year.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_20_at_10_27_35_AM_png_972a6f96dc.webp" alt="INTC sentiment.png" width="1277" height="150"></figure><h2 class="st-heading-2">AMD Rides Chip Wave Optimism</h2>AMD stock was yet another semiconductor company on a winning streak, rising for 13 straight sessions. The company has been turning heads among investors after announcing a multi-year deal with Meta Platforms (META) to power the social media giant’s AI infrastructure.Meanwhile, Bernstein raised the price target on AMD last week to $265 from $235 and kept a ‘Market Perform’ rating on the shares, saying it had adjusted its estimates to reflect better server assumptions and the new Meta deal.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/INTC">AMD stock</a> was in the ‘extremely bullish’ territory at the time of writing, amid ‘high’ message volumes. AMD shares have surged more than 24% this year.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_20_at_10_27_53_AM_png_cff97dd638.webp" alt="AMD sentiment.png" width="1273" height="150"></figure>For updates and corrections, email newsroom[at]stocktwits[dot]com.

MRVL, INTC, AMD Stocks Clocked 52-Week Highs Last Week: What Drove The Chip Stocks Higher?

On Friday, MRVL stock rose 4.7% higher and climbed to $139.91 during the day’s trading, while INTC stock jumped to an intraday high of $70.32 10%, and AMD shares hit $281.05. 

MRVL, INTC, AMD Stocks Clocked 52-Week Highs Last Week: What Drove Chip Stocks Higher?

<ul class="summary-bullets"><li>Marvell shares jumped 10% in the overnight session.</li><li>Marvell will make custom chips for Google; the search giant has previously purchased off-the-shelf data center chips from Marvell.</li><li>Semiconductor stocks, led by Intel, AMD and memory chip firms, have climbed sharply so far in April.</li></ul>Marvell Technology Inc.’s shares jumped&nbsp;nearly 8% in the overnight session heading into Monday, with the ticker trending among the top five on Stocktwits, after reports of talks of a major tie-up with Google.Google is reportedly in discussions with Marvell to develop two chips&nbsp;aimed at&nbsp;improving the efficiency of AI model operations, according to a Sunday report by The Information, citing two people with direct knowledge of the discussions.One of the chips is said to be a memory-focused processor that would complement Google’s existing tensor processing units (TPUs), while the other is a next-generation TPU tailored specifically for AI inference workloads.While Google has bought data center chips from Marvell before, those purchases were off-the-shelf, whereas the current discussions aim to design semiconductors exclusively for Google’s needs, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/google-talks-marvell-build-new-ai-chips-inference?rc=prcjzy">report</a>.<h2 class="st-heading-2">AI Industry Eyes Custom Inference Chips</h2>The development highlights the growing need for inference chips that power real-world AI applications, including autonomous agents and other commercial systems.At its March GTC event, Nvidia unveiled a new inference-focused chip – dubbed a language processing unit – built using technology licensed from startup Groq in a $20 billion deal.Google has been pushing to make its TPUs a viable alternative to Nvidia's dominant GPUs, and their sales have become a key driver of growth in Alphabet’s cloud revenue, according to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/google-works-erode-nvidias-software-advantage-with-metas-help-2025-12-17/">report</a>.<a href="https://stocktwits.com/news-articles/markets/equity/intc-amd-msft-dell-stocks-rally-is-old-guard-of-big-tech-back-in-vogue/cZJUg2xRIxJ">Like its chipmaking peers</a>, Marvell has surged sharply this month,&nbsp;jumping 41%. In March, the company projected nearly 40% revenue growth in fiscal 2028 to around $15 billion – well above the $12.92 billion analyst consensus from LSEG – while also nudging up its fiscal 2027 outlook.<h2 class="st-heading-2">Retail View On MRVL</h2>On Stocktwits, the retail sentiment for MRVL remained ‘bullish,’ unchanged since Friday, while the message volume for the ticker rose 85% in the last 24 hours.“Yes! This is great news and probably accounts for Friday's ramp. Very nice. Curb your enthusiasm though as taco digs his heal [sic] in with Iran. Markets definitely tamped tomorrow. Patience,” a user&nbsp;<a href="https://stocktwits.com/akroller/message/650718597">remarked</a>,&nbsp;referring to the market trader acronym of “Trump Always Chickens Out.”<stembedurl>https://stocktwits.com/akroller/message/650718597</stembedurl>“Can't believe I'm in on this at $87 a share. Beating myself up for not buying more!”&nbsp;<a href="https://stocktwits.com/Opg512/message/650733505">posted</a> another.<stembedurl>https://stocktwits.com/Opg512/message/650733505</stembedurl><a href="https://stocktwits.com/symbol/MRVL">MRVL stock</a> is up 64.5% year-to-date.&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet shares</a>, which were down nearly 1% in the overnight session, have gained 9.2%&nbsp;in 2026.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

The Marvell Technology logo is displayed on a smartphone screen in this photo illustration. (Photo by Jonathan Raa/NurPhoto via Getty Images)

Marvell Stock Jumps Overnight On Buzz Of Custom Google AI Chip Talks: Retail Bulls Cheer Loudly

Marvell could end up designing two chips for Google, including a next-gen TPU, according to a report in The Information.

Chip Boom in Fine Fettle: ETFs in Focus 

AI chip boom stays resilient as ASML & Taiwan Semiconductor Manufacturing Company post strong growth; ETFs in focus.

<ul class="summary-bullets"><li>Earlier this week, Credo announced an acquisition of DustPhotonics, a developer of Silicon Photonics Photonic Integrated Circuit technology for optical transceivers.&nbsp;</li><li>Goldman Sachs analyst James Schneider noted Credo's acquisition of DustPhotonics, saying the deal would accelerate its expansion into optical networking.&nbsp;</li><li>According to data from Koyfin, analysts covering CRDO stock have a 12-month average price target of $204.59, indicating an upside potential of about 28.7%.</li></ul>Shares of Credo Technology Group Holding (CRDO) have rallied more than 46% in the past 5 days, gaining attention from investors and Wall Street analysts alike.The company has been riding the wave of optimism over its <a href="https://stocktwits.com/news-articles/markets/equity/crdo-stock-soars-post-market-on-dustphotonics-acquisition/cZJ8QyZRIuy">acquisition of DustPhotonics</a>, a developer of Silicon Photonics Photonic Integrated Circuit (SiPho PIC) technology for optical transceivers, announced earlier this week.Following the news, Jefferies raised its price target on Credo to $225 from $175, while maintaining a ‘Buy’ rating on the stock, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investing.com/news/analyst-ratings/jefferies-raises-credo-technology-stock-price-target-on-optics-growth-93CH-4619456">according</a> to Investing.com. The updated target represents an upside potential of about 41.6% from the last close.Earlier in the day, Goldman Sachs also raised the price target on Credo to $170 from $150 and kept a ‘Buy’ rating on its shares, as per TheFly.<h2 class="st-heading-2">Street Consensus</h2>Jefferies said that it increased its estimates after Credo’s acquisition of DustPhotonics and the company’s guidance for more than $500 million in total Optics revenue for fiscal 2027. The analyst expects Credo’s Optics business in FY27 to generate approximately $125 million in Optical DSP revenue, more than $300 million in ZF Optics, and approximately $75 million in standalone PIC revenue.Goldman Sachs analyst James Schneider also noted Credo's acquisition of DustPhotonics, saying that the deal would accelerate its expansion into optical networking and strengthen confidence in its diversification beyond copper-based active electrical cables, with improved visibility toward its $500 million optical revenue target by FY27, the analyst said.Meanwhile, Bank of America raised its price target on the company to $210 from $160 and kept a ‘Buy’ rating on the shares after the acquisition. Rosenblatt analyst Mike Genovese also raised the firm's price target on Credo to $175 from $125 and kept a ‘Neutral’ rating on the shares.According to data from Koyfin, 16 out of 17 analysts covering CRDO stock have a ‘Buy’ or higher rating on it, with a 12-month average price target of $204.59, indicating an upside potential of about 28.7%.<h2 class="st-heading-2">Stronger AI Connectivity</h2>Credo’s acquisition of DustPhotonics is aimed at strengthening its optical interconnect roadmap and expanding its footprint in the global optical market. DustPhotonics’ silicon photonics technology will enhance performance, lower costs, and improve reliability for AI data centers, while boosting Credo’s ZeroFlap platform and reducing supply dependencies, the company said.Credo also said that it sees this as a key inflection point, expecting its optical business to surpass $500 million in revenue by FY27, supported by growing hyperscale AI demand. CEO William Brennan called the deal a defining step toward leading AI connectivity.<h2 class="st-heading-2">Retail Reaction</h2>On Stocktwits, retail sentiment around CRDO stock was in the ‘extremely bullish’ territory amid ‘extremely high’ message volumes at the time of writing. Retail chatter around the stock has increased 79% in the past week.While <a href="https://stocktwits.com/symbol/CRDO">CRDO shares</a> closed down 5.6% on Thursday, they have rallied more than 321% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Credo Technology logo is displayed on a smartphone screen

CRDO Stock Has Surged 46% In The Past 5 Days — Does It Have Room For More Upside?

Jefferies raised its price target on Credo Technology to $225 from $175, indicating an upside potential of about 41.6% from last close. 

<ul class="summary-bullets"><li>Credo said that it will pay $750 million in cash upfront and about 0.92 million shares of Credo common stock for DustPhotonics’ acquisition.</li><li>The transaction is expected to close in the second quarter of calendar year 2026.&nbsp;</li><li>Prior to the deal announcement, Jefferies initiated coverage of Credo Technology with a ‘Buy’ rating and $175 price target on Monday.</li></ul>Shares of Credo Technology Group Holding (CRDO) surged more than 10% in Monday’s extended trading hours after the company announced the acquisition of DustPhotonics, a developer of Silicon Photonics Photonic Integrated Circuit (SiPho PIC) technology for optical transceivers.Credo said that it will pay $750 million in cash upfront and nearly 1 million shares of Credo common stock for DustPhotonics’ purchase. Credo said that it may also pay incremental contingent consideration of up to approximately 3.21 million shares in addition, based on the achievement of certain financial milestones.The semiconductor company said that the deal will be accretive to adjusted earnings per share in its fiscal 2027.The transaction is expected to close in the second quarter of calendar year 2026.<h2 class="st-heading-2">Deal Rationale</h2>The acquisition will accelerate Credo's optical interconnect roadmap and expand its served addressable market in the global optical industry. DustPhotonics brings advanced silicon photonics (SiPho PICs) enabling higher speeds, lower costs, and improved reliability for AI data centers, the company said.Integrating these capabilities will boost Credo’s ZeroFlap platform, reduce supply dependencies, and accelerate innovation.Credo said that it believes it has reached an inflection point in its optical business, and the acquisition of DustPhotonics will help its optical portfolio generate more than $500 million in revenue in fiscal 2027, driven by strong customer traction and expanding adoption across hyperscale AI deployments, the company said.William Brennan, Chairman, and CEO, said the deal was “a defining step in Credo’s strategy to lead across the full spectrum of AI connectivity.”<h2 class="st-heading-2">Analyst Confidence</h2>Prior to the deal announcement, Jefferies initiated coverage of Credo Technology with a ‘Buy’ rating and $175 price target on Monday. The analyst said that Credo offered a "meaningful opportunity” to invest in a premium growth company that was trading at a significantly discounted valuation.The analyst said that it sees a "significant disconnect" between the market's perception of Credo's AI opportunity over the next several years relative to its actual opportunity.As per data from Koyfin, analysts have a 12-month average price target of $197.94 on the company’s shares, representing an upside potential of 47.32% from the last close.<h2 class="st-heading-2">Retail Reaction</h2>On Stocktwits, retail sentiment around CRDO shares jumped from ‘neutral’ to ‘bullish’ over the past day, while message volumes surged from ‘low’ to ‘high’ levels.One bullish user called the deal a “Massive Acquisition Move,” while highlighting the key takeaways.<stembedurl>https://stocktwits.com/BottomFisher_/message/650164177</stembedurl>Another user predicted the stock would go back to $200 levels, where it was trading at around December 2025.<stembedurl>https://stocktwits.com/m_23nyc/message/650164814</stembedurl><a href="https://stocktwits.com/symbol/CRDO">CRDO stock</a> has rallied more than 243% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

CRDO Stock Soars Post-Market On DustPhotonics Acquisition: Retail Eyes Surge To Over $200 

Credo Technology said that it believes it has reached an inflection point in its optical business, and the DustPhotonics deal will help its optical portfolio generate more than $500 million in revenue in fiscal 2027.

Is iShares Semiconductor ETF (SOXX) a Strong ETF Right Now?

<ul class="summary-bullets"><li>MRVL jumped nearly 13%, while SNDK rose 11%.</li><li>President Donald Trump said the U.S. would end its military campaign in Iran in two to three weeks.</li><li>iShares Semiconductor ETF (SOXX), which tracks chip stocks, gained 3.1% – its sharpest rise in a month and a half.</li></ul>Semiconductor stocks rallied on Tuesday, led by Marvel Technologies and ON Semiconductor, after the U.S. signaled that the war in Iran could come to a close in the coming weeks.President Donald Trump&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/middle-east/trump-says-us-could-end-war-in-iran-two-three-weeks-2026-03-31/">said</a> during an Oval Office briefing on Tuesday that the U.S. could wrap up its military campaign within two to three weeks, triggering sharp gains in stocks across the board.The benchmark S&amp;P 500 gained 2.9%, its strongest single-day performance in over 10 months. The&nbsp;<a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF (SOXX)</a>, which tracks chip stocks, gained 3.1% – its sharpest rise in a month and a half.Gains were driven by a risk-on macro shift, fresh AI catalysts such as Nvidia’s $2 billion deal with Marvell, and quarter-end position squaring by investors.<a href="https://stocktwits.com/symbol/MRVL">Marvell shares</a> gained 12.8%. Nvidia has invested $2 billion in Marvell, the companies announced on Tuesday, as part of a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mrvl-stock-rallies-nvidia-investment-ai-infrastructure-partnership/cZEPvgNRIVg">tie-up</a> to integrate Marvell’s custom AI and networking chips with Nvidia’s processors and jointly develop new ones for data center use cases.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> gained 5.6%&nbsp;on Tuesday.<a href="https://stocktwits.com/symbol/ON">On Semiconductor</a> shares jumped 11.3%, their best in four months. Shares of Arm Holdings, which has seen renewed interest after&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/arm-holdings-lead-partner-meta-to-scale-agentic-ai-infrastructure-with-new-cpu/cZ3nY5eRI1g">unveiling</a> its first-ever in-house chip, gained 10.5%.&nbsp;After&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-sndk-wdc-stx-memory-chip-stocks-retreat-amid-google-s-turbo-quant-threat-broader-tech-selloff/cZEPkQzRINv">sharp declines</a> over the month, memory chip stocks also rebounded on Tuesday, with SanDisk jumping 11%, Seagate gaining 8%, and Western Digital 7.5%.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_01_at_9_32_16_AM_png_c3914af4ea.webp" alt="Screenshot 2026-04-01 at 9.32.16 AM.png" width="609" height="83"><figcaption>SOXX sentiment and message volume as of March 31 | Source: Stocktwits</figcaption></figure>On Stocktwits, the retail sentiment for SOXX shifted to ‘bullish’ from ‘neutral’ the previous day, with the sentiment improving for several key stocks like NVDA, MRVL, and NBIS.&nbsp;“It was the last day of the quarter, which means a lot of rebalancing by hedge funds, target date funds, etc. A lot of buying in tech today because they were out of whack after the down trend the last few months,” a user&nbsp;<a href="https://stocktwits.com/donttakemyadvice_/message/649132304">said</a>.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apld-iren-nbis-corz-ai-data-center-stocks-jump-sharply-as-trump-signals-exiting-iran-war/cZ7H3AtRIn5">APLD, IREN, NBIS, CORZ: AI Data Center Stocks Jump Sharply As Trump Signals Exiting Iran War</a>

The close-up view of a CPU socket on a computer motherboard. (Representative image courtesy of Narumon Bowonkitwanchai via Getty Images)

MRVL, ON, SNDK Lead Chip Stock Rally As Trump Signals Iran War Nearing End

Gains were driven by a risk-on macro shift, fresh AI catalysts like Nvidia’s $2 billion Marvell deal, and quarter-end position squaring by investors.

<ul class="summary-bullets"><li>Despite the selloff, retail users on Stocktwits remained ‘extremely bullish’ on the stock, citing earnings power and strong valuations.&nbsp;</li><li>Earlier this month, Micron faced a steep decline in share prices following a report from Google on new compression technology, TurboQuant, which is touted to reduce memory usage considerably.</li><li>Separately, U.S. President Donald Trump has also called Micron one of the “hottest” companies in the market.</li></ul>Shares of Micron Technology Inc. (MU) slipped more than 8% on Monday, the steepest slide since early February, amid a broader market selloff.The stock garnered significant retail attention on Stocktwits, with message volumes climbing more than 110% in the past 24 hours and in the ‘high’ territory, as per data from the platform on Monday.Despite the selloff, retail users on Stocktwits remained ‘extremely bullish’ on the stock, citing earnings power and strong valuations.<h2 class="st-heading-2">What Is Retail Saying?</h2>One bullish user noted that Micron’s forward price to earnings ratio was at 3.9, adding that the company’s shares were currently in a bargain territory.<stembedurl>https://stocktwits.com/optioned/message/648923291</stembedurl>&nbsp;Another user attributed the “brutal selloff” to the war in the Middle East and its broader impact on the market. The user added that they believe a turn in market sentiments would send the stock’s price soaring again.<stembedurl>https://stocktwits.com/gabbs/message/648953613</stembedurl>&nbsp;A third user said that while the company had reversed most of its year-to-date gains, it still seemed like a good ‘buy’.<stembedurl>https://stocktwits.com/MegaMoney21/message/648947324</stembedurl><h2 class="st-heading-2">&nbsp;</h2><h2 class="st-heading-2">Memory Concerns, Earnings Results</h2>Earlier this month, Micron faced a steep decline in share prices following a report from Google on new compression technology, TurboQuant, which is touted to reduce memory usage considerably, as well as speed up AI models, stoking concerns for memory demand.However, the company posted <a href="https://stocktwits.com/news-articles/markets/equity/micron-stock-dips-despite-blowout-q2-results/cZ37q2wRIW9">blowout quarterly results</a> on March 18, with revenue nearly tripling to $23.86 billion and earnings beating consensus estimates by a fair margin. The memory-chip maker also forecast revenue of about $33.5 billion, plus or minus $750 million versus street expectations of $22.48 billion, for the upcoming quarter.Separately, U.S. President <a href="https://stocktwits.com/news-articles/markets/equity/micron-stock-extends-slide-despite-hottest-company-nod-from-trump/cZ3uzd4RIlt">Donald Trump has also called Micron</a> one of the “hottest” companies in the market.<a href="https://stocktwits.com/symbol/MU">Micron shares</a> are up more than 276% in one year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Micron Technology, Inc. is displayed on a smartphone screen.

MU Stock Slides Most In Nearly 2 Months, Retail Suggests Buying The Dip

Micron Technology stock garnered significant retail attention on Stocktwits, with message volumes climbing more than 110% in the past 24 hours. 

<ul class="summary-bullets"><li>A U.S. district court has certified a class action lawsuit against Nvidia and CEO Jensen Huang over disclosures tied to crypto-related GPU sales.</li><li>The lawsuit alleges Nvidia understated the extent of gaming revenue linked to cryptocurrency mining between 2017 and 2019.</li><li>Plaintiffs argue that Nvidia’s stock decline in November 2018 reflected previously undisclosed crypto exposure.</li><li>Nvidia has maintained that crypto mining accounted for only a limited portion of its overall business.</li></ul>Nvidia (NVDA) and CEO Jensen Huang are facing renewed legal scrutiny after a U.S. federal judge certified a class action lawsuit accusing the chipmaker and Huang of misleading investors about how much of its gaming GPU revenue was driven by crypto mining between 2017 and 2019.According to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://storage.courtlistener.com/recap/gov.uscourts.cand.336305/gov.uscourts.cand.336305.288.0.pdf">filing</a>, a federal judge in California granted the plaintiffs’ motion for class certification. This allows investors to proceed collectively in pursuing claims that Nvidia failed to disclose the scale of crypto-related demand embedded within its gaming business and misled shareholders about exposure to cryptocurrency mining.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock&nbsp;</a>edged 0.1% lower in pre-market trade on Thursday amid weakness in the broader market. Retail sentiment around Nvidia on Stocktwits moved lower within ‘bearish’ territory over the past day, accompanied by chatter at ‘low’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_26_060844_png_96c7fe55d5.webp" alt="Screenshot 2026-03-26 060844.png" width="1363" height="130"><figcaption>NVDA retail sentiment and message volume on March 26 as of 6:05 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Nvidia Lawsuit Extends Eight-Year Run</h2>The lawsuit, first filed in 2018, alleges that Nvidia concealed more than $1 billion in GPU sales linked to cryptocurrency mining and that Huang downplayed the extent of that exposure. Plaintiffs argue that this led investors to underestimate the company’s vulnerability to swings in crypto demand.In the Wednesday order, U.S. District Judge Haywood S. Gilliam Jr. said Nvidia failed to demonstrate that its statements about crypto mining revenue had no impact on its stock price.After the case was initially&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/R21.htm">dismissed</a> in 2021, it was revived on appeal and later survived a challenge at the Supreme Court. The latest ruling now allows the case to proceed toward trial. Instead of individual investors chasing allegations separately, a class certification allows them to pursue claims collectively.<h2 class="st-heading-2">Dispute Over Role Of Crypto Mining In Nvidia’s Gaming Revenue</h2>Since the lawsuit was initially filed in 2018, Nvidia’s position has been that crypto mining represented a relatively small portion of its business and that mining-related demand was largely tracked outside its core gaming segment.However, according to the plaintiffs, a large portion of crypto-driven sales flowed through Nvidia’s GeForce gaming GPUs and was recorded within the gaming division, leaving the company more exposed to crypto market cycles than disclosed.The filing points to Nvidia cutting its guidance in August 2018 after citing excess inventory and a drop in crypto-related demand. It also noted that Nvidia’s chief financial officer, Colette Kress, said following November that gaming performance fell short due to the slower sell-through of “post crypto channel inventory” and delayed price normalization following a “sharp crypto falloff.”According to the complaint, Nvidia’s stock declined by about 28.5% over the two trading sessions following the November announcement, indicating a delayed recognition of the tech giant's cryptocurrency exposure. The certified class includes investors who purchased Nvidia shares between August 10, 2017, and November 15, 2018. A case management conference is scheduled for April 21, when the court is expected to outline the next steps.“Investors who purchased NVIDIA in the 2017-2018 timeframe have done incredibly well, as our corporate strategy unfolded as we consistently predicted. We will address the complaint in court," an Nvidia spokesperson told Stocktwits in a statement.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-of-ai-hits-4-month-high-after-early-uber-investor-predicts-200x-rally/cZ3Yvk1RISv">‘Bitcoin Of AI’ Hits 4-Month High After Early Uber Investor Jason Calacanis Predicts 200x Rally For TAO</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.Editor's Note: The story has been updated with a comment from Nvidia on the allegations.

Nvidia CEO Jensen Huang addresses participants at the keynote of CES 2025 in Las Vegas.

Nvidia, CEO Jensen Huang Face Certified Class Action Lawsuit Over Alleged $1B Crypto Revenue Misstatements

Allegations claim the tech giant masked the impact of crypto mining on GPU sales in 2017 and 2018.

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