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$WAGMI is a community-driven meme token built on the Solana blockchain, designed to bring positivity, unity, and humor into the crypto space. The project encourages community engagement through memes, social interaction, and token-based activities. It leverages Solana’s fast and low-cost infrastructure to allow for smooth on-chain interactions, such as token transfers, community games, and NFT integration. The goal is to foster a fun, inclusive ecosystem where holders feel they are part of a larger movement – "We Are Gonna Make It."

WAGMI

WAGMI is trending as community members express strong conviction in the project's long-term vision, particularly within the Solana ecosystem. Many highlight the supportive community and the mission to provide hope within the SOL and PUMP space. Bullish sentiment remains despite market conditions, with community members emphasizing belief over hype.

Shiba Inu (SHIB) is a meme token which began as a fun currency and has now transformed into a decentralized ecosystem. During the initial launch, 50% of the supply was allocated into Vitalik Buterin's ethereum wallet.   As a result of that, Vitalik proceeded to donate 10% of his SHIB holdings to a COVID-19 relief effort in India and the remaining 40% is burnt forever. That donation was worth about $1 billion at that time, which makes it one of the largest donation ever in the world.  What is the Shiba Inu community working on right now? The Shiba Inu team launched a decentralized exchange called Shibaswap with 2 new tokens, LEASH and BONE. LEASH is a scarce supply token that is used to offer incentives on Shibaswap. BONE is the governance token for holders to vote on proposals on Doggy DAO.

Shiba Inu

Shiba Inu is trending amidst mixed sentiment, with some community members expressing frustration over price action and lack of utility, while others remain confident and are accumulating. There's also discussion of newer meme coins potentially outperforming SHIB, and comparisons to other coins like DOGE. Some users mention a broader market downturn affecting altcoins.

Solana is a highly functional open source project that banks on blockchain technology’s permissionless nature to provide decentralized finance (DeFi) solutions. It is a layer 1 network that offers fast speeds and affordable costs. While the idea and initial work on the project began in 2017, Solana was officially launched in March 2020 by the Solana Foundation with headquarters in Geneva, Switzerland.

Solana

Solana is trending as the community rallies around various meme coins built on the network, particularly those associated with Phantom Wallet, signaling a potentially explosive phase for Solana's meme coin economy. Traders are actively watching for breakout opportunities, with some analysts pointing to bullish technical formations. Discussions also highlight Solana's growing network activity and dominance in decentralized exchange trading.

Bitcoin is the first successful internet money based on peer-to-peer technology; whereby no central bank or authority is involved in the transaction and production of the Bitcoin currency. It was created by an anonymous individual/group under the name, Satoshi Nakamoto. The source code is available publicly as an open source project, anybody can look at it and be part of the developmental process.  Bitcoin is changing the way we see money as we speak. The idea was to produce a means of exchange, independent of any central authority, that could be transferred electronically in a secure, verifiable and immutable way. It is a decentralized peer-to-peer internet currency making mobile payment easy, very low transaction fees, protects your identity, and it works anywhere all the time with no central authority and banks.  Bitcoin is designed to have only 21 million BTC ever created, thus making it a deflationary currency. Bitcoin uses the SHA-256 hashing algorithm with an average transaction confirmation time of 10 minutes. Miners today are mining Bitcoin using ASIC chip dedicated to only mining Bitcoin, and the hash rate has shot up to peta hashes.  Being the first successful online cryptography currency, Bitcoin has inspired other alternative currencies such as Litecoin, Peercoin, Primecoin, and so on.  The cryptocurrency then took off with the innovation of the turing-complete smart contract by Ethereum which led to the development of other amazing projects such as EOS, Tron, and even crypto-collectibles such as CryptoKitties.

Bitcoin

Bitcoin is trending as the community debates its next move, with some anticipating a continued rally while others foresee a potential pullback to lower support levels. Bullish sentiment is fueled by the anticipation of institutional adoption and historical patterns, while bearish concerns stem from macroeconomic uncertainties. Discussions also include the comparison between Bitcoin and other assets like gold, and the impact of potential regulatory changes.

Pojak watched as the world played hot potato with CTO shit coins. Now, it's his moment. With Pepe's legendary meme power and Wojak's emotional depth, Pojak brings a new level of influence, wealth, and ethics. Born into meme royalty with luxury and wisdom from Pepe and Wojak, he faced hardship when the original developer rugged the project. The community rose up and took control. Pojak was reborn, stronger and more determined.

Pojak

Pojak ($PJ) is trending, with community members highlighting its recent activity on Phantom Wallet. The coin is described as having strong momentum, with users encouraging others to buy in early. Some users are pointing to the coin's chart and community growth as positive signals.

SSgA Active Trust - The Energy Select Sector SPDR Fund

Energy Select Sector SPDR Fund

XLE is trending as community members discuss the potential impacts of geopolitical tensions, particularly in the Middle East, on oil prices and supply. Some traders are weighing potential long positions due to oversold conditions and historical patterns, while others are wary of production increases and are considering short positions. The ETF's dividend yield and potential for a breakout are also being highlighted.

GIGA is a meme token deployed on the Solana blockchain intended to honor the legend Ernest Khalimov the original “Gigachad”, by utilizing the strength of memes and “Chad” energy.  GIGA is a community run project.

GigaChad

$GIGA is trending as community members express strong conviction and 'WAGMI' (We're All Gonna Make It) sentiment, emphasizing the importance of community support and 'DCAing' (Dollar-Cost Averaging). Discussions revolve around its potential as a leading meme coin on Solana, with some pointing to its real-world applications like Giga Fitness and merchandise.

Ethena

Ethena (ENA) is trending amid discussions about its potential growth and recent news, including a proposed buyback program and integration with other platforms. The community is actively debating its bullish potential, particularly its correlation with other cryptos and possible price targets. Many are drawn to Ethena's connection to stablecoins and real-world asset tokenization.

Solana Co. is a neurotech company in the medical device industry that focuses on neurological wellness. The firm develops, licenses and acquires non-invasive platform technologies that amplify the brain’s ability to heal itself and reduce symptoms of neurological disease or trauma. It engages in the development of the investigational portable neuromodulation stimulator, that delivers neurostimulation via the tongue which has been shown in clinical studies to enhance the effectiveness of physical exercises in people with neurological symptoms from disease or trauma such as mild-to-moderate traumatic brain injury. The company was founded on March 13, 2014 and is headquartered in Newtown, PA.

Solana Co. - Ordinary Shares - Class A

Solana Co

$HSDT is trending following news of a $500M funding round to launch a Solana-backed treasury, sparking debate about whether it's a bullish play or a potential dilution trap. Community members are actively discussing the stock's high volatility, short squeeze potential, and its correlation with $SOL's price movements.

USDC is a fully collateralized US dollar stablecoin. USDC is the bridge between dollars and trading on cryptocurrency exchanges. The technology behind CENTRE makes it possible to exchange value between people, businesses and financial institutions just like email between mail services and texts between SMS providers. We believe by removing artificial economic borders, we can create a more inclusive global economy.

USD Coin

USD Coin is trending as community members discuss staking rewards and its potential role in real-world payments, facilitated by partnerships and integrations across various platforms. Speculation around stablecoin regulation and potential acquisitions are also driving interest, alongside the mention of  'Broke,' a Solana memecoin, paired with USDC for liquidity. The stablecoin's integration with decentralized exchanges and its use in DeFi protocols also contribute to the ongoing discussion.

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Nvidia Corp. (NVDA) has reportedly received positive comments from Jefferies, which said that the chip behemoth continues to dominate the artificial intelligence chip market as its competitors scramble to narrow the gap.&nbsp;According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/17/friday-wall-street-analyst-calls-include-nvidia-zions-deere-and-amd.html">report</a>, Jefferies reaffirmed its “Buy” rating on the stock after attending a global semiconductor industry conference, underscoring how rival firms are still trailing the company’s advanced ecosystem.“One of the clear takeaways from the conference is that the entire ecosystem is chasing NVDA,” the firm said.&nbsp;Nvidia stock inched 0.3% higher on Friday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:937/105;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_17_131915_png_d0bad3bbe0.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 12:45 p.m. ET on Oct. 17, 2025 | Source: Stocktwits" width="937" height="105"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 12:45 p.m. ET on Oct. 17, 2025 | Source: Stocktwits</figcaption></figure>Nvidia has maintained a leading position in the high-performance computing sector, powering major AI applications globally. The company’s ecosystem, including its CUDA platform, specialized accelerators, and data center solutions, has become essential for AI infrastructure.On September 30, Nvidia’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-market-capitalization-crosses-4-point-5-trillion-as-ai-momentum-gains-pace/chDDiImR391">market capitalization</a> reached $4.5 trillion, boosted by its plans to invest $100 billion in OpenAI, agreeing to supply and finance at least 10 gigawatts of advanced computing systems for the ChatGPT maker’s next-generation models.&nbsp;Nvidia has also committed a $5 billion investment in Intel Corp. (INTC) stock. On Wednesday, an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/blackrock-nvidia-microsoft-aligned-data-centers-40-billion/ch6nvqcR3NX">investment consortium</a> comprising Nvidia Corp. (NVDA), among other tech giants, acquired Aligned Data Centers at $40 billion, including debt.&nbsp;Nvidia’s stock has gained over 33% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-cloud-and-revenue-ambitions-draw-wall-street-backing/ch6sL6FR38w">Oracle’s Cloud And Revenue Ambitions Draw Wall Street’s Backing</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A laptop keyboard and Nvidia logo displayed on a phone screen are seen in this illustration photo taken in Krakow, Poland, on October 7, 2025. 

Nvidia’s Ecosystem Years Ahead of Competitors, Says Jefferies: Report

According to a CNBC report, Jefferies reaffirmed its “Buy” rating on the stock, underscoring how rival firms are still trailing the company’s advanced ecosystem.

Equity

According to a CNBC report, Jefferies reaffirmed its “Buy” rating on the stock, underscoring how rival firms are still trailing the company’s advanced ecosystem.


Micron Technology Inc.(MU) is reportedly planning to withdraw from the Chinese data center chip market following a prolonged fallout from a 2023 regulatory ban that blocked its products from being used in key infrastructure in China.&nbsp;According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/micron-exit-server-chips-business-china-after-ban-sources-say-2025-10-17/">report</a>, the move comes after the company failed to recover lost business in the wake of the ban and intensifying tech tensions between the U.S. and China.<a href="https://stocktwits.com/symbol/MU">Micron Technology stock</a> inched 0.8% lower on Friday morning. On Stocktwits, retail sentiment around the stock improved to ‘neutral’ from ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:934/106;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_17_101838_png_e097d1301a.webp" alt="MU’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Oct. 17, 2025 | Source: Stocktwits" width="934" height="106"><figcaption>MU’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Oct. 17, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 248% increase in user message count in 24 hours.&nbsp;The U.S.-based chipmaker will stop supplying server chips to Chinese data centers but will maintain its business with certain Chinese firms operating data facilities abroad, including major PC manufacturer Lenovo Group, the report cited.&nbsp;Micron was the first American semiconductor firm directly targeted by Beijing, widely interpreted as retaliation for Washington’s curbs on China’s chip industry. Since then, Nvidia Corp. (NVDA) and Intel Corp. (INTC) have faced similar scrutiny from Chinese regulators, according to the report.&nbsp;Mizuho has boosted its price target on Micron to $240 from $195, maintaining an ‘Outperform’ rating on the stock, according to TheFly. The firm pointed to accelerating demand for artificial intelligence infrastructure and a strengthening memory pricing environment as key factors behind its revised outlook.The firm highlighted that the surge in AI activity, driven by larger and more advanced multimodal models, continues to fuel stronger-than-expected demand.&nbsp;Micron stock has gained over 137% in 2025 and 78% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/datadog-draws-wall-street-praise-ahead-of-q3-earnings/ch6sQbqR38V">Datadog Draws Wall Street’s Praise Ahead Of Q3 Earnings</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone held in a hand shows the logo of Micron Technology Inc. 

Micron Technology To Stop Selling Server Chips To China Data Centers: Report

According to a Reuters report, the move comes after the company failed to recover lost business in the wake of the ban and intensifying tech tensions between the U.S. and China.

Big Tech Keeps Spending Despite Rising AI Bubble Fears: ETFs in Focus

Big Tech boosts spending despite AI bubble fears. Chip, utility & tech ETFs like SOXX, XLU, IYW should gain amid Big Tech spending spree.

Taiwan Semiconductor Manufacturing Co. (TSM) received a vote of confidence from Needham, which lifted its price target to $360 from its prior estimate of $270.&nbsp;The update follows a strong third-quarter (Q3) performance from the chipmaker. TSMC’s Q3 revenue of&nbsp;NT$989.92 billion ($33.10 billion) and earnings per ADR (EPS) of NT$17.44 ($2.92) both exceed the analysts’ consensus estimate of NT$960.41 and NT$15.45, respectively.Needham said TSMC's Q3 revenue not only surpassed the top end of its guidance range but also held firm on margins, despite concerns about currency-related impacts. The company delivered a gross margin of 59.5%, calming fears of a potential decline due to foreign exchange volatility.&nbsp;<a href="https://stocktwits.com/symbol/TSM">TSMC stock&nbsp;</a>traded over 1% lower on Thursday afternoon and was among the top trending equity tickers on Stocktwits. Retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:942/118;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_16_124134_png_e5d9323cac.webp" alt="TSM’s Sentiment Meter and Message Volume as of 12:20 p.m. ET on Oct. 16, 2025 | Source: Stocktwits" width="942" height="118"><figcaption>TSM’s Sentiment Meter and Message Volume as of 12:20 p.m. ET on Oct. 16, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 325% increase in user messages over 24 hours, as of Thursday morning. A Stocktwits user called the company the “backbone of AI chips right now”.&nbsp;<stembedurl>https://stocktwits.com/naitalas/message/632546912</stembedurl>Needham highlighted that demand for AI-related chips is strengthening, adding momentum to TSMC’s already robust outlook. While access to the Chinese AI market remains limited, the firm noted that growth prospects elsewhere are more than making up for it. The company’s capacity build-out in Arizona is also gaining speed, it added.&nbsp;TSMC stock has gained over 51% year-to-date and over 59% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-marches-past-100-mark-for-the-first-time-retail-says-it-is-a-dream-come-true/ch6pI28R3nH">ASTS Stock Marches Past $100 Mark For First Time: Retail Says It’s A ‘Dream Come True’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of TSMC at the chipmaker's booth during a semiconductor expo in Nanjing in east China's Jiangsu province Friday, June 20, 2025.

TSM Stock Gets A Price Target Boost As AI Demand Strengthens: Retail Calls It ‘Backbone Of AI Chips Right Now’

Needham said TSMC's Q3 revenue not only surpassed the top end of its guidance range but also held firm on margins, despite concerns about currency-related impacts.

Shares of Taiwan Semiconductor Manufacturing Company Ltd. (TSM), widely known as TSMC, climbed nearly 2% in Thursday’s early premarket session, with third-quarter earnings serving as an upside catalyst.<a href="https://stocktwits.com/symbol/TSM">TSMC stock</a> ended Wednesday’s session just off its all-time high of $30730 reached on Oct. 6, riding on the artificial intelligence (AI) revolution that has perked up demand for its advanced, high-performance chips.&nbsp;How TSMC’s Q3 Earnings Panned OutHsinchu, Taiwan-based TSMC reported earnings per ADR (EPS) of $2.92, up from $1.94 in the year-ago quarter and higher than the previous quarter’s $2.47. The results exceeded the $2.63 consensus, according to Stocktwits.&nbsp;The company confirmed the NT$989.92 billion revenue for the quarter it disclosed last week. On a U.S.-dollar basis, revenue jumped 40.8% year-over-year (YoY) and 10.1% sequentially to $33.10 billion, exceeding the $32.07 billion consensus estimate. TSMC attributed the revenue growth to strong demand for its leading-edge process technologies.&nbsp;The topline also topped the $31.8 billion to $33 billion guidance issued by the company in mid-July. By technology, the most advanced 3-nanometer (nm) process technology contributed 23% of total wafer revenue, while the 5nm and 7nm accounted for 37% and 14% respectively. These advanced technologies are used by its high-profile customers such as Nvidia, Apple, and AMD for high-performance computing (HPC) and AI applications and processes.&nbsp;By end market, HPC accounted for 57% of TSMC’s total revenue, and smartphones made up 30% of the total. North America contributed 76% of the total revenue.Gross margin came in 59.5%, 1.7 percentage points (ppts) higher than last year, and up 0.9 ppts from the previous quarter.&nbsp;How Retail Reacted To TSMC Q3 PrintTSMC stock was among the top five trending equity tickers on Stocktwits. On Stocktwits, retail sentiment toward the stock moved further up within the ‘extremely bullish’ territory, and the message volume perked up to ‘extremely high’ levels.A bullish watcher said the company “blew the door off estimates.”<stembedurl>https://stocktwits.com/peopleincars/message/632523015</stembedurl>Another user, who disclosed that they don’t own TSMC stock, said the strong earnings could set the tone for the rest of the sector.<stembedurl>https://stocktwits.com/mrbaccarat/message/632521799</stembedurl>What TSMC ForecastsTSMC sounded upbeat about the near-term outlook. CFO Wendell Huang said, “Moving into the fourth quarter 2025, we expect our business to be supported by continued strong demand for our leading-edge process technologies.”The company guided fourth-quarter revenue in the range of $32.2 billion to $33.4 billion compared to the Koyfin-compiled consensus estimate of $31.35 billion. The company predicts further expansion in gross margin to a range of 59%-61%.Conversion rate (provided by company): 1 USD = 29.91 NT$For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-futures-climb-buoyed-by-positive-tech-tidings/ch6YvoZR3Vt">&nbsp;Nasdaq Futures Climb, Buoyed By Positive Tech Tidings — But Macro, Geopolitical Concerns Temper Optimism</a>

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

TSMC Stock Rises Nearly 2% Premarket After Q3 Earnings: Retail Traders Cheer Loudly

Hsinchu, Taiwan-based TSMC reported earnings per ADR of $2.92, up from $1.94 in the year-ago quarter and higher than the previous quarter’s $2.47.

Artificial intelligence (AI) chipmaker Nvidia Corp. (NVDA) has made another data center bet, this time in Australia, as it makes significant investments in partnerships and strategic initiatives to further its dominance.Australia’s AI infrastructure company, Firmus Technologies, announced a strategic partnership with Nvidia and CDC Data Centers for Project Southgate to deliver sovereign, world-class AI capability at scale. The project is a renewable energy-powered infrastructure network to unlock national capability in AI with emphasis on clean energy, advanced manufacturing, and digital sovereignty.Firmus said the first stage of the project is currently under construction in Tasmania and Melbourne, which will utilize 150 megawatt (MW) power, representing 54,000 Nvidia GB300 AI chips delivered by mid-2026. The alliance’s A$4.5 billion ($2.92 billion) first-stage investment is to be delivered at Southgate Melbourne. This AI infrastructure will feature 18,500 NVIDIA GB300 GPUs, which have been ordered and are expected to come online by April 2026.The investment is expected to scale up to A$73.3 billion, with 1.6 gigawatt (GW) of operational AI Factories by 2028, creating 20,700 jobs across construction, advanced manufacturing, operations, and technical roles.Nvidia will establish a DGX Cloud region at Southgate Melbourne. DGX Cloud is Nvidia’s unified, fully managed AI platform that provides access to high-performance Nvidia GPUs and software on leading cloud providers.NVDA Retail Sentiment SlipsOn Stocktwits, retail sentiment toward Nvidia stock tempered to ‘neutral’ as of early Thursday from ‘bullish’ the day before. The message volume continued to be ‘high.’ Retail traders are yet to react to the news, with much of the chatter surrounding Taiwanese foundry TSMC’s (TSM) results and their implications for Nvidia.&nbsp;<figure class="image"><img style="aspect-ratio:618/48;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_16_at_2_48_45_AM_png_7b9a5c2be5.webp" alt="Screenshot 2025-10-16 at 2.48.45 AM.png" width="618" height="48"><figcaption>NVDA sentiment and message volume as of 2:45 a.m. ET, Oct. 16 | source: Stocktwits</figcaption></figure>Nvidia Brisk With AI BetsNvidia, which initially invested in smaller customers and AI startups such as CoreWeave (CRWV), began to step up its investments, leveraging the fundamental gains it reaped from its early foray and market-leading position in AI chip manufacturing.AI Startup and Sam Altman-led OpenAI had received a $100 billion commitment from Nvidia for AI infrastructure buildout. OpenAI, in turn, has a cloud computing deal with Oracle, which uses Nvidia chips. The Jensen Huang-led company has taken part in a recent funding round of Elon Musk-led xAI, contributing $2 billion in equity capital.&nbsp;The circular financing deals in the AI space have recently sparked fears of a potential bubble burst, with some analysts warning about spurious “related-party transactions” that could boost the valuations of the involved companies.Nvidia’s profits and revenue have risen exponentially since the AI revolution kicked off in early 2023, following the huge popularity of OpenAI’s ChatGPT large-language model.In the second quarter that ended in late July, Nvidia’s revenue grew 56% year-over-year to $46.74 billion, and adjusted earnings per share (EPS) jumped 54%. The company ended the quarter with a war chest of $56.79 billion in cash.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/imax-ceo-says-will-use-blips-in-valuation-to-buy-back-stock/ch6Ys1AR3Vl">IMAX CEO Says Will Use ‘Blips In Valuation’ To Buy Back Stock — Retail Traders Stay Neutral</a>

Nvidia Expands AI Empire Down Under — Chipmaker Plugs Into Australia With 54,000 GPUs To Power Massive Data Center

The company’s investment could top A$73B by 2028, signaling Nvidia’s push for global AI dominance and digital sovereignty.

Chip ETFs: The Best Way to Profit from the AI Boom?

We examine recent AI deals and spotlight three key ETFs.

Nvidia Corp. (NVDA) CEO Jensen Huang hand-delivered the company’s smallest artificial intelligence (AI) supercomputer, the DGX Spark, to Elon Musk at his SpaceX venture’s Starbase rocket-launching site in Texas.Calling the DGX Spark “a petaflop of performance in a box that fits on a desk,” Nvidia said in a blog post published late Monday that the handoff comes amid the 11th test of SpaceX’s Starship. In a post on X, Nvidia said, “The exchange was a connection to the new desktop AI supercomputer’s origins — the NVIDIA DGX-1 supercomputer — as Musk was among the team that received the first DGX-1 from Huang in 2016.”<img src="https://news.stocktwits-cdn.com/Screenshot_2025_10_13_at_9_58_26_PM_png_fb2e6a495e.webp" alt="Screenshot 2025-10-13 at 9.58.26 PM.png">NVDA<a href="https://stocktwits.com/symbol/NVDA"> stock</a> rallied nearly 3% to $188.32, recovering part of Friday’s plunge and spearheading the market turnaround, amid the AI optimism.&nbsp;Delving into the supercomputer, Nvidia stated that it has 128GB of unified memory and is powerful enough to run models with 200 billion parameters locally. The DGX Spark, according to Nvidia, has been made for researchers and creators who want “supercomputer-class performance that’s ready to grab and go.”&nbsp;“Built on the NVIDIA Grace Blackwell architecture, DGX Spark integrates NVIDIA GPUs, CPUs, networking, CUDA libraries, and NVIDIA AI software, accelerating agentic and physical AI development,” it added.Nvidia said early recipients are testing, validating and optimizing their tools, software, and models for DGX Spark. Among the other earliest recipients of the system are Anaconda, Cadence, ComfyUI, Docker, Google, Hugging Face, JetBrains, LM Studio, Meta, Microsoft, Ollama, and Roboflow. The newest and slimmest supercomputer will be widely made available on Wednesday, Oct.15.&nbsp;On Stocktwits, retail sentiment toward Nvidia slipped to ‘neutral’ by late Monday from ‘bullish’ a day ago after the stock rebounded. The message volume on the stream remained high.<figure class="image"><img style="aspect-ratio:618/58;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_13_at_10_41_24_PM_png_85ce7430f8.webp" alt="Screenshot 2025-10-13 at 10.41.24 PM.png" width="618" height="58"><figcaption>NVDA sentiment and message volume as of 10:40 p.m. ET, Oct. 13 | source: Stocktwits</figcaption></figure>Nvidia’s Monday rally places it on track to retest its all-time high of $195.62. The stock has gained 40% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/navitas-stock-surges-30-after-hours-here-s-why/ch6meZmR3le">Navitas On Track To Extend Monday’s Rally, Stock Surges 30% After-Hours: Here’s Why</a>

Nvidia founder and CEO Jensen Huang speaks to journalists as he arrives for a press conference at Mandarin Oriental Hotel on July 16, 2025 in Beijing, China. 

Nvidia’s DGX Spark Lands At Starship HQ As Jensen Huang Hand-Delivers It To Elon Musk

The surprise handoff celebrates the debut of Nvidia’s tiniest yet most powerful AI system.

Nvidia Corp. (NVDA) investors have largely shrugged off a negative China headline, signaling that the stock’s record-setting rally will likely continue. In Friday’s early premarket session, the stock climbed about 0.50%.A Financial Times report, citing three people familiar with the matter,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/8d5387f2-62b0-4830-b0e4-00ba0622a7c8">stated</a> early Friday that China, a key market for Nvidia, increased surveillance of domestic ports, deploying teams of customs officers in the past few weeks to intercept semiconductor shipments from overseas.The additional scrutiny aimed to curb Nvidia’s China-specific chip usage by state enterprises and other government agencies. It is also seen as a step to encourage domestic companies to develop their own technology and not rely merely on U.S. imports, and in the process help the country close its gap with the U.S.After the previous Biden administration restricted exports of Nvidia’s high-performance artificial intelligence (AI) chips on security grounds, the company developed a stepped-down version of the same, dubbed H20. Nvidia suffered a further setback when the Trump administration banned H20 exports to China in April, although the Commerce Department has since then begun issuing licenses to Chinese companies to import these chips.<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> hit new intraday and closing highs on Thursday, thanks to CEO Jensen Huang’s recent positive comments on AI technology, and reports of the company obtaining initial licenses to export chips to the United Arab Emirates (UAE).The Chinese government is reportedly targeting Nvidia’s H20 and RTX Pro 6000D chips that are designed to comply with U.S. export controls. Previously, the country did not meticulously prevent imports of these chips as long as appropriate duties were paid at the border.&nbsp;<figure class="image"><img style="aspect-ratio:616/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_10_at_4_33_18_AM_png_df2b15801c.webp" alt="Screenshot 2025-10-10 at 4.33.18 AM.png" width="616" height="56"><figcaption>&nbsp;NVDA sentiment and message volume as of 4:30 a.m. ET, Oct. 10 | source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment toward Nvidia stock remained ‘neutral’ as of early Friday, but the message volume increased to ‘high’ levels.For the year-to-date period, Nvidia stock has gained 43.5%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/soft-bank-nearing-5-b-term-loan-backed-by-arm-shares-report/ch6aoUQR31D">SoftBank Nearing $5B Term Loan Backed By Arm Shares To Fund Investment In OpenAI: Report</a>

In this photo illustration the Nvidia logo is shown on mobilephone screens against a computer screen displaying a Flag Of China, as the company develops its AI systems. 

Nvidia Stock Climbs Premarket, Brushing Off Report Of Chinese Customs Crackdown On AI Chips: Retail Chatter Grows

 The Chinese government is reportedly targeting Nvidia’s H20 and RTX Pro 6000D chips that are designed to comply with U.S. export controls.

SoftBank Group Corp. (SFTBY), the Japanese investment holding company led by Masayoshi Son, is reportedly offering shares of its Arm Holdings Plc. (ARM) subsidiary as collateral to finance an investment in U.S. artificial intelligence (AI) startup and Stargate project partner OpenAI.Minato, Tokyo-based SoftBank is nearing a deal with a few lenders for a margin loan, amounting to $5 billion, offering shares of Arm as collateral security, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-10/softbank-in-talks-for-5-billion-margin-loan-backed-by-arm-stock">reported,</a> citing people familiar with the matter. The debt raised through the margin loan would go toward additional investment in&nbsp;<a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a>, the report added. The total margin loans from Arm shares would now be $18.5 billion, including the $13.5 billion raised previously. Of the $13.5 billion, $5 billion is yet to be drawn, the report said.<a href="https://stocktwits.com/symbol/ARM">Arm stock</a> has added 38.3% this year, thanks to its exposure to AI, while the<a href="https://stocktwits.com/symbol/SFTBY"> SoftBank stock</a>, traded over the counter in the U.S., has jumped 160%. While the former has elicited ‘extremely bullish’ sentiment from among the users of the Stocktwits platform as of early Friday, retail mood toward the latter remained ‘bearish.’ The message volume on the Arm stream was ‘extremely high,’ while that on the SoftBank stream was ‘high.’The Son-led company sponsors tech-focused venture capital funds branded as “Vision Funds,” which primarily invest in both private and public tech companies. Specifically, the Vision Fund 2 was set up in 2019 to invest in AI-driven ventures and later-stage technology companies.While speaking at SoftBank’s annual shareholder meeting held in July, Son expressed hopes to transform his company into the “world’s top platformer for ASI [artificial super intelligence],” as he believed that it would be a winner-takes-all arena. “I’m all in,” he had said. British chipmaker Arm is an AI-leveraged company in its own right, and SoftBank has also acquired a U.K.-based AI accelerator manufacturer.SoftBank and OpenAI are lead partners in the private Stargate AI project announced by President Donald Trump just after his inauguration. The investment firm is leading a $40 billion funding round into OpenAI, with $10 billion already invested by SoftBank and other firms, a CNBC report said, adding that the remaining $30 billion in funding will be made by December.The Japanese firm is also awaiting the closure of its $6.5 billion acquisition of Ampere, which makes server chips based on the Arm architecture. The proposed deal has run into rough weather amid regulatory scrutiny. Earlier this week, the company announced an agreement to buy Swedish industrial giant ABB’s Robotics unit for $5.4 billion.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ray-dalio-is-getting-pre-world-war-ii-vibes-as-debt-spirals-out-of-control/ch6aFaSR31M">Ray Dalio Is Getting Pre–World War II Vibes As US Debt Spirals Out Of Control: ‘Plenty to Worry About’</a>

OpenAI CEO Sam Altman (L) and SoftBank Group CEO Masayoshi Son (R) attend an event titled "Transforming Business through AI" in Tokyo, Japan, on February 03, 2025. 

SoftBank Nearing $5B Term Loan Backed By Arm Shares To Fund Investment In OpenAI: Report

Arm stock has added 38.3% this year, thanks to its exposure to AI, while the SoftBank stock, traded over the counter in the U.S., has jumped 160%.

BlackRock Institutional Trust Company N.A. - iShares Semiconductor ETF

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