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Dog (Bitcoin) is a fully decentralized memecoin on the Bitcoin blockchain, backed by a community dedicated to onboarding millions of people to Bitcoin.  Dog is secured by the Bitcoin blockchain and exists on Bitcoin L1, marking a significant innovation compared to Bitcoin with just BTC. Dog is a Bitcoin Runes token with a minimal on-chain footprint, native to Bitcoin, and stored in UTXOs, just like Bitcoin.   What is the project about?  Dog does not do any paid promotion and is fully decentralized just like Bitcoin. Every influencer who chooses to post about Dog either received the airdrop or bought on secondary. Dog leverages the CC0 license to ensure that Dog is not owned by any single entity but rather by everyone. This had lead to the "DOG Army" independently creating art, apps, lotteries, plushies, websites, podcast, magazines, X account, IRL meetups, clothing lines, PFP collections, Telegram groups, and TikTok/Instagram about Dog.  What makes your project unique?  Dog was airdropped in the fairest memecoin launch ever. In early 2024, the Bitcoin Ordinals ecosystem came together in a full volunteer initiative that rewarded early adopters of the Ordinals Protocol. There was no team allocation, and 100% of the supply was airdropped for free. The airdrop algorithm favored neither whales nor influencers; it was determined by the community and made open-source for maximum transparency.

Dog (Bitcoin)

$DOG.X is trending as a Bitcoin-native meme coin launched via the Runes protocol, generating community excitement around its fair distribution and integration with the Bitcoin network. Community members highlight that every transaction strengthens Bitcoin's security, and some see $DOG.X as a leading memecoin in the current cycle. The coin's unique position on the Bitcoin blockchain and backing from a publicly traded company, $CBLO, are also fueling interest.

BrokeCoin is a meme-meets-utility cryptocurrency project operating under the ethos of Transparency, Community, and Respect. Formally registered as an LLC in Wyoming, USA, BrokeCoin is building an expansive ecosystem that combines light-hearted spirit of meme culture with real-world crypto utilities—spanning gaming, staking, NFTs, web services, and an e-commerce platform. Brokecoin believes in developing useful and interesting meme-inspired utilities to both service the crypto industry, and generate value for holders.

Brokecoin

Brokecoin is trending as the community rallies around upcoming token burns and the imminent launch of its staking app, fueling excitement for potential rewards. The accessibility of BROKE.X on CEX and ongoing community engagement are also key talking points. Many believe the coin has strong potential for growth within the meme coin space.

ProShares Trust - ProShares Short Dow30 -1x Shares

ProShares Short Dow30

$DOG is trending as the Bitcoin memecoin community champions its 'free and fair' distribution, highlighting the equal airdrop to all Runestone holders. Community members view $DOG as the purest movement in crypto and are actively expanding treasury holdings, fueling further discussion. Some are drawing comparisons to Dogecoin and anticipating tier 1 exchange listings.

StickyFam

StickyFam ($FAM.X) is trending as its community rallies around recent milestones, including a listing on BingX, and anticipates further CEX listings. Some community members believe $FAM.X has strong growth potential due to its growing community and strategic approach, drawing comparisons to other meme coins like $DOGE.X and $SHIB.X. The coin's price action and potential catalysts are sparking discussions about entry points and potential breakouts.

This platform is engineered to unlock the full potential of Real-World Assets (RWAs) by bringing them onto the XRP Ledger with unparalleled efficiency. Our purpose is to democratize access to high-value assets by providing a streamlined, end-to-end solution for tokenization. Functionally, we offer tools for asset verification, compliant legal wrapping, and the minting of RWA tokens. The project's core utility is twofold: for asset owners, it unlocks immediate liquidity and access to global capital markets; for investors, it offers fractional, transparent, and liquid access to investment classes like private equity and infrastructure bonds. We leverage the XRPL's native speed and built-in DEX to ensure low-cost transactions and instant settlement, setting a new standard for RWA interoperability and finance.

VOLT

VOLT ($XVM.X) is gaining attention as community members discuss its potential, with some highlighting its low market cap and potential for significant gains. Some users are comparing it to other real-world asset (RWA) tokens and noting its recent launch, while others are inquiring about where to purchase it. The opening of the chat feature has also been noted by users.

A memecoin.  Memecoin is exactly what it sounds like—a memecoin called memecoin. In a world dominated by meme-driven hype and community spirit, it only makes sense to have a token that embodies the entire memecoin movement. Launched on PEPE’s birthday, memecoin aims to represent the absurdity, humor, and heart of the memecoin economy. It’s here to bring hope, laughter, and a bit of chaos—while never pretending to be more than it is: just a memecoin. And maybe that’s exactly what we need.

Memecoin

Memecoin is trending alongside $GASH.X, with community members highlighting its potential for significant gains and low market cap. Discussions center on coordinated efforts to drive up the price, with some referencing previous successes with similar coins. The conversation also mentions listing on major exchanges like Binance as a potential catalyst.

Gyrodyne LLC engages in the management of a portfolio of medical office and industrial properties. Its properties include Flowerfield, Port Jefferson Professional Park, Courtland Medical Center, and Grove. The company was founded by Peter James Papadakos in 1946 and is headquartered in St. James, NY.

Gyrodyne LLC

GYRO is trending due to news of a property sale that is expected to significantly boost its NAV. The stock's low float is fueling speculation of a potential breakout, with some traders drawing comparisons to other low-float runners. Community members are closely watching key breakout levels, anticipating a potential squeeze.

Brewski

$BREWSKI.X is trending as community members highlight potential bullish whale activity and its association with American pride and meme culture. Chatter suggests it could be the next big runner, with many urging others to grab a 'cold, hard earned' Brewski. The coin is also discussed alongside other meme tokens and assets associated with current political figures.

Forward Industries, Inc. engages in the provision of integrated design, development, and manufacturing solutions for top tier medical and technology customers worldwide. It operates through the following segments: OEM Distribution, Retail Distribution, and Design. The OEM Distribution segment sources and distributes carrying cases and other accessories for medical monitoring and diagnostic kits and a variety of other portable electronic and non-electronic devices. The Retail Distribution segment sells smart-enabled furniture and a variety of other products through agreements with various retailers, both in stores and through online retailer websites. The Design segment provides hardware and software product design and engineering services. The company was founded in 1961 and is headquartered in Hauppauge, NY.

Forward Industries, Inc.

Forward Industries, Inc. ($FORD) is trending due to a surge in after-hours trading, with many traders mistaking it for Ford Motor Company ($F), leading to unexpected volume. The stock is also being discussed as a potential low-float runner, similar to $AREB, with some noting its compliance news and attractive float size. Community members are debating whether the stock can maintain its momentum or if it's a pump and dump scheme.

Ankr is a Web3 decentralized infrastructure provider that helps developers, dapps, and stakers easily interact with multiple blockchains. It allows you to create DApps using API and RPC, staking on Ankr Earn, and use customized blockchain solutions for businesses.

Ankr Network

Ankr Network ($ANKR.X) is trending amid mixed sentiment, with some users touting its infrastructure role and upcoming Neura integration, while others express frustration with its price action and question its utility. The community's discussion revolves around its potential for developers and its long-term viability as a foundational Web3 component. Some see it as a sleeping giant in the infrastructure space, while others label it a scam based on its historical performance.

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Qualcomm Technologies Inc. (QCOM) and BMW Group have jointly launched a new autonomous driving solution, Snapdragon Ride Pilot, a result of a three-year collaboration.&nbsp;This advanced driver-assistance system (ADAS) will be made available in the BMW iX3. The system combines Qualcomm’s high-performance Snapdragon Ride system-on-chips (SoCs) with a purpose-built software stack co-developed by both companies.&nbsp;The driving system is already certified for deployment across 60 countries and is expected to reach over 100 by 2026.&nbsp;<a href="https://stocktwits.com/symbol/QCOM">Qualcomm stock</a> traded over 1% higher on Friday, after the morning bell. On Stocktwits, retail sentiment toward the stock remained in ‘bullish’ territory amid ‘low’ message volume in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:939/116;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_05_094001_png_64bd90c8d5.webp" alt="QCOM’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Sep. 5, 2025 | Source: Stocktwits" width="939" height="116"><figcaption>QCOM’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Sep. 5, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 125% increase in user message count in the past month. A Stocktwits user sounded optimistic about the Snapdragon system launch.<stembedurl>https://stocktwits.com/Stretch_Armstrong/message/627625718</stembedurl>More than 1,400 specialists from five countries–Germany, the U.S., Sweden, Romania, and the Czech Republic–played a role in building the Snapdragon Ride AD software stack. Qualcomm took the lead on the perception system, while BMW contributed to the drive policy engine, resulting in a layered architecture capable of adapting to varied driving environments."Together, we've created Snapdragon Ride Pilot—a revolutionary driver assistance system that prioritizes safety and sets a new standard for the industry,” said Group General Manager, Automotive and Industrial &amp; Embedded IoT, Qualcomm, Nakul Duggal.&nbsp;At the heart of the BMW iX3 is a centralized computing unit referred to as the ‘Superbrain,’ powered by Snapdragon Ride SoCs. It offers 20 times the processing power of BMW’s previous generation and supports hands-free highway driving, lane changes triggered by mirror glances, and AI-assisted parking.&nbsp;The iX3 also comes with Qualcomm’s V2X 200 chipset, enabling vehicle-to-everything (V2X) communication. This allows the car to exchange data with road infrastructure, pedestrians, and other vehicles, reducing potential accident risks in complex urban environments.Qualcomm stock has gained over 5% in 2025 and has shed 1% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/broadcom-draws-wall-street-praise-after-strong-q3-10-billion-ai-chp-order/chwIXeYRdqG">Broadcom Draws Wall Street Praise After Strong Q3, $10B AI Chip Order: Retail Calls Stock ‘Supersonic’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of the logo of the American company Qualcomm at the Mobile World Congress 2024. (Photo by Ramon Costa/SOPA Images/LightRocket via Getty Images)

Qualcomm Sparks Retail Interest As Snapdragon Ride Pilot System Debuts In BMW iX3

The advanced driver-assistance system combines Qualcomm’s high-performance Snapdragon Ride system-on-chips with a purpose-built software stack co-developed by both companies. 

Equity

The advanced driver-assistance system combines Qualcomm’s high-performance Snapdragon Ride system-on-chips with a purpose-built software stack co-developed by both companies. 


President Donald Trump’s Rose Garden dinner with technology and business leaders Thursday evening ended with renewed corporate commitment toward boosting domestic spending.&nbsp;The attendees included Meta co-founder and CEO Mark Zuckerberg, Apple’s Tim Cook, venture capitalist David Sachs, who was named by Trump as artificial intelligence (AI) Czar immediately after he assumed office earlier this year, and Microsoft co-founder Steve Jobs.Google parent Alphabet CEO Sundar Pichai, as well as its co-founder Sergey Brin, Microsoft’s Satya Nadella, Oracle’s Safra Catz and AMD’s Lisa Su also made it to the event.&nbsp;A Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-05/trump-basks-in-tech-leaders-spending-vows-at-white-house-dinner">report</a> stated that Trump alleviated concerns about power availability to meet the demands of data centers mushrooming across the country amid the AI boom.&nbsp;In the president’s opening remarks delivered in the White House State Dining Room, he said, “We’re making it very easy for you in terms of electric capacity and getting it for you, getting your permits.”Trump said the U.S. is leading China by a “great amount.” The president reportedly went around the dinner tables, prodding the executives to speak about their efforts to expand in the U.S.&nbsp;Meta’s Zuckerberg was the first to go, committing at least $600 billion in investments through 2028. “All of the companies here are building, just making huge investments in the country in order to build out data centers and infrastructure to power the next wave of innovation,” he said.Apple’s Cook thanked Trump for setting the tone for the companies making major investments. In August, following Cook’s visit to the White House, Apple announced plans to augment its domestic investment by $100 billion.&nbsp;The president suggested that Apple would be exempt from the “substantial” semiconductor tariffs his administration plans for companies not investing enough in the U.S. “Tim Cook would be in pretty good shape,” he said.Earlier on Thursday, the White House announced that Hitachi Energy has agreed to a $1 billion investment in U.S. critical electrical grid infrastructure, including a $457 million investment in a new Virginia-based large power transformer facility.&nbsp;Conspicuously absent from the dinner was Tesla CEO Elon Musk, who also runs SpaceX, Boring Company, Neuralink and AI startup xAI.&nbsp;When one of his X followers wondered why the world’s richest man wasn’t invited, he said, “I was invited, but unfortunately could not attend. A representative of mine will be there.” Incidentally, the previous Biden administration had passed him over at its electric-vehicle (EV) summit held at the White House.The snub was widely believed to be due to Tesla being a non-unionized company. Musk backed Trump during his election campaign last year, and was seen rubbing shoulders with the president on multiple White House appearances. He also headed the Department of Government Agency (DOGE) set up to identify wasteful government expenditure.&nbsp;The entrepreneur, however, fell out of favor and quit the quasi-governmental agency as he stepped up his criticism of Trump’s&nbsp;“big beautiful” tax bill, which he believed would lead to inflation.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-broadcom-ui-path-lululemon-athletica-apple-what-sparked-heavy-after-hours-trading-in-these-5-stocks/chwIb1jRdp9">Nvidia, Broadcom, UiPath, Lululemon Athletica, Apple: What Sparked Heavy After-Hours Trading In These 5 Stocks?</a>

U.S. President Donald Trump speaks as (L-4th L) White House during a dinner he hosted for tech and business leaders at the State Dining Room of the White House on September 4, 2025, in Washington, DC.

What Happened At Trump's White House Dinner For Tech CEOs — And Why Elon Musk Was Nowhere To Be Seen

While speaking at the event, Meta’s Zuckerberg committed to investing at least $600 billion in the U.S. through 2028.

President Donald Trump on Thursday said the U.S. would “very shortly” impose a tariff on semiconductor companies choosing not to invest in the country.“Yeah, I have discussed it with the people here. Chips and semiconductors - we will be putting tariffs on companies that aren't coming in. We will be putting a tariff very shortly,” the president said while speaking to reporters ahead of his dinner with tech executives at White House’s newly renovated Rose Garden, Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/trump-impose-tariffs-semiconductor-imports-firms-not-moving-production-us-2025-09-05/">reported.</a>“We will be putting a very substantial tariff, not that high, but a fairly substantial tariff with the understanding that if they come into the country, if they are coming in, building, planning to come in, there will not be a tariff.”On Thursday, however, Trump did not provide a specific timeline or rates, although he stated last month that he could charge rates as high as 100%.Semiconductor stocks have outperformed the broader market this year despite the threat of industry-specific tariffs looming large. The&nbsp;<a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF (SOXX)</a>, an exchange-traded fund (ETF) that tracks the Philadelphia Semiconductor Index, has gained nearly 14%, compared to the 11.42% gains for the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> and the 12.81% advance by the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>.Strong artificial intelligence (AI)-demand for high-performance chips has provided an offsetting impact.On Stocktwits, retail sentiment toward SOXX ETF tempered to ‘neutral’ (51/100) as of late Thursday from ‘bullish’ a day ago, and the message volume also dropped to ‘low’ levels.Overseas chip suppliers, including Taiwanese foundry TSMC (TSM), and South Korea’s Samsung Electronics and Hynix Semiconductor, all of which are major suppliers to U.S. tech companies, have responded to the evolving scenario and have committed to increased investments in the U.S.Sitting alongside Apple (AAPL) CEO Tim Cook on Thursday, Trump said, “Like, I would say Tim Cook would be in pretty good shape.” Apple announced an additional&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-s-fresh-100-billion-us-manufacturing-bet-could-be-a-masterstroke/chrlYpwRd5u">$100 billion investment</a> in domestic manufacturing, including in its supply chain, augmenting its total U.S. investments to $600 billion.&nbsp;Trump’s tariffs, imposed under the International Emergency Economic Powers Act (IEEPA), are&nbsp;shrouded in uncertainty&nbsp;following the appeals court's ruling that they are illegal. The Trump administration has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-moves-supreme-court-to-strike-down-appeals-court-ruling/chw5AKtRdoi">moved to the Supreme Court&nbsp;</a>to overturn the ruling.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/broadcom-stock-jumped-over-4-after-hours-an-open-ai-may-have-something-to-do-with-it/chw4xi9Rdp4">Broadcom Stock Jumped Over 4% After-Hours — And OpenAI May Have Something To Do With It</a>

U.S. President Donald Trump calls on a reporter during a cabinet meeting with members of his administration in the Cabinet Room of the White House on August 26, 2025 in Washington, DC. 

Trump Warns Of ‘Substantial’ Chip Tariffs On Foreign Firms, Says Apple CEO Tim Cook ‘In Pretty Good Shape’

The president did not provide a specific timeline or rates on Thursday, although he stated last month that he could charge rates as high as 100%.

Nvidia Corp. (NVDA) stock is down in the early premarket session on Tuesday, signaling that the chipmaker’s stock may extend its three-day losing streak.The stock has been moving southward amid anxiety ahead of the company’s quarterly results, which were released Wednesday after the market closed. Notwithstanding the second-quarter beat and a positive outlook, traders reacted negatively to the quarterly report.&nbsp;Concerns about a hit to Nvidia’s China business weighed on investors' minds amid uncertainty surrounding the U.S.’s China chip curbs.The weakness persisted on Friday, following reports that Chinese e-commerce giant Alibaba (BABA) was developing an AI chip designed for inference.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> ended the session down 3.34%, underperforming the broader tech sector.In premarket trading, the stock fell 1.15% to $172.11, aligning with the stock futures, which have turned markedly lower as investors braced for a raft of economic data and Fed speeches that have implications for the September rate decision.Traders also weighed on the U.S. Court of Appeals for the Federal Circuit’s ruling that President Donald Trump’s tariffs are illegal. The president&nbsp;denounced the decision and stated that he&nbsp;would appeal the ruling to the Supreme Court.&nbsp;On Stocktwits, retail sentiment toward Nvidia stock was ‘extremely bullish’ (86/100) by early Tuesday, and the message volume on the stream was ‘extremely high.’Nvidia’s stock has risen about 30% this year. Wall Street is optimistic about the AI opportunity for the company, as evident from a slew of price target hikes the stock received before and after the earnings announcement.The Koyfin-compiled average price target for the stock is $206.03, implying roughly 20% upside potential from current levels.A JPMorgan report showed that Nvidia was also a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-tops-retail-buy-list-with-867-m-net-orders-last-week/chv6iwHRdnT">favorite</a> among retail investors, with the net retail buying in the stock at $867 million last week.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-nasdaq-futures-dip-as-traders-brace-for-jobs-data/chv6l8eRdnO">Dow, Nasdaq Futures Dip As Traders Brace For Jobs Data — Strategist Sees AI, Rate Cuts Powering S&amp;P 500 To 8,000 By 2026</a>

The Nvidia logo displayed on a smartphone in Shanghai, China on June 18, 2025. 

Why Nvidia’s Slide May Not Be Over: Stock Faces 4th Straight Day Of Losses

Wall Street is optimistic about the AI opportunity for the company, as evident from a slew of price target hikes the stock received before and after the earnings announcement.

Nvidia (NVDA) could become the first company to generate $1 trillion in annual sales within five years, according to New Street Research analyst Pierre Ferragu.<a href="http://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> dipped as much as 3.5% in afternoon trade on Friday. However, on Stocktwits, retail sentiment around the AI bellwether remained in ‘extremely bullish’ territory amid ‘extremely high’ levels of chatter over the past day.Ferragu&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.barrons.com/articles/nvidia-1-trillion-annual-revenue-749a90b5">told</a> Barron’s that he projects $3 trillion to $4 trillion in annual AI capital spending by 2030, in line with CEO Jensen Huang’s outlook. If Nvidia maintains its estimated 55% to 60% market share, he said it could capture $1 trillion to $1.2 trillion in data-center revenue alone.&nbsp;The report added that, in comparison, Wall Street expects Nvidia to generate $84 billion in data center&nbsp;revenue at the end of fiscal year 2026.&nbsp;Overall revenue for the year is expected to be around $206 billion, according to Koyfin data. Last year, Nvidia reported annual revenue of $130 billion.The company also posted its second-quarter (Q2) earnings on Wednesday, which surpassed Wall Street’s estimates. It reported earnings per share (EPS) of $1.05 on revenue of $46.74 billion, beating analyst estimates of $1.01 per share on revenue of $46.05 billion, according to Stocktwits data.However, Nvidia’s guidance for the third quarter (Q3) disappointed investors, stating that sales would come in at roughly $54 billion. According to a Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-27/nvidia-gives-lackluster-forecast-stoking-fears-of-ai-slowdown">report</a>, while the number was largely in line with the average Wall Street estimate, some analysts were expecting sales to exceed $60 billion.&nbsp;KeyBanc, Needham, and other analysts forecast that the final sales number could be higher if geopolitical issues with China are resolved in the near term, as the guidance does not include revenue from China, as per TheFly.Nvidia’s stock has gained 28% this year and more than 43% over the past 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/musk-says-tesla-will-finish-master-plan-part-deux-in-2026/chtTNqlRdNn">Musk Says Tesla Will Finish Master Plan Part Deux In 2026, Promises ‘Concise’ Master Plan 4</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

People enter a building at Nvidia headquarters on August 27, 2025 in Santa Clara, California. Chip maker Nvidia will report second-quarter earnings today after the closing bell. 

Nvidia Could Hit $1 Trillion Annual Revenue By 2030, Says Analyst: Report

New Street Research analyst Pierre Ferragu told Barron’s that if Nvidia maintains its estimated 55% to 60% market share, the company could capture $1 trillion to $1.2 trillion in data-center revenue alone by 2030.

AI Growth vs. High Expectations: Where Do NVIDIA ETFs Stand?

NVIDIA's (NVDA) Q2 beat was marred by a data center revenue miss and likely margin pressure in the long term, but ETFs like SMH and SHOC could help investors play the broad-based strength in the AI arena.

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

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

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

The U.S. announced on Friday plans to tighten restrictions on global chipmakers operating in China, revoking authorizations that allowed Samsung Electronics, SK Hynix, and Intel (INTC) to receive American semiconductor manufacturing equipment in the country.According to a notice in the Federal Register, the restrictions take effect in 120 days. Intel continues to produce wafers in China even though it sold its Dalian NAND plant to SK Hynix in 2021. Now, the companies will need to obtain licenses to buy the equipment in China.&nbsp;<a href="http://stocktwits.com/symbol/INTC">Intel’s stock price</a> edged 1% lower in morning trade. The broader market is also trending lower after it was&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-pce-index-july-2025/chtTiOCRdNX">reported</a> that the personal consumption expenditure (PCE) index rose 2.6% in July, higher than the Federal Reserve’s 2% target. On Stocktwits, retail sentiment around the former PC giant trended lower but remained in ‘bullish’ territory as chatter dipped to ‘normal’ from ‘high’ levels over the past day.&nbsp;The rule change could weigh on sales by U.S. equipment makers KLA Corp. (KLAC), Lam Research (LRCX), and Applied Materials (AMAT). At the same time, it may create openings for Chinese suppliers and benefit Micron (MU), a key U.S. rival to Samsung and SK Hynix in the memory market.<a href="https://stocktwits.com/symbol/LRCX">Lam Research’s stock</a> dropped nearly 3.5% in morning trade, while <a href="https://stocktwits.com/symbol/KLAC">KLA’s stock</a> fell 2.2% and <a href="https://stocktwits.com/symbol/AMAT">shares of Applied Materials</a> were down 2%. However, retail sentiment on Stocktwits around Lam Research improved to ‘bearish’ from ‘extremely bearish’ territory over the past day. Retail sentiment around Applied Materials and KLA Corp. continued to trend in ‘bearish’ territory.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fannie-mae-freddie-mac-ipo-plans-face-democratic-pushback-on-mortgage-rate-risks/chtTihmRdNg">Fannie Mae, Freddie Mac IPO Plans Face Democratic Pushback On Mortgage Rate Risks: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Intel logo is displayed on a sign in front of Intel headquarters on July 16, 2025 in Santa Clara, California. (Photo by Justin Sullivan/Getty Images)

US Revokes Intel, Samsung, SK Hynix Waivers On China Chip Equipment

According to a notice in the Federal Register, the restrictions take effect in 120 days and the companies will now need to obtain licenses to buy the equipment in China.

Marvell Technology, Inc.’s (MRVL) stream on Stocktwits attracted brisk retail chatter as the stock fell sharply late Thursday following the release of its quarterly results.The 24-hour message volume change leading up to late Thursday climbed over 1,240%. The stock was among the top 10 trending equity tickers on the platform on Friday morning.On Stockwits, retailers largely shrugged off the stock drop, as reflected by the improvement in sentiment to ‘extremely bullish’ (94/100) by early Friday, from ‘neutral’ a day ago. The message volume on the stream also grew louder to ‘extremely high’ levels.&nbsp;<figure class="image"><img style="aspect-ratio:620/57;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_29_at_3_38_08_AM_png_d0224c0cf8.webp" alt="Screenshot 2025-08-29 at 3.38.08 AM.png" width="620" height="57"><figcaption>MRVL sentiment and message volume as of 3:30 a.m. ET, Aug. 29 | source: &nbsp;Stocktwits</figcaption></figure>Santa Clara, California-based Marvell reported adjusted earnings per share (EPS) of $0.67 for the second quarter of fiscal year 2026, more than double the year-ago’s $0.30 and aligning with the Fiscal.ai-compiled consensus estimate.Quarterly revenue reached a record $2.006 billion, up 58% year-over-year (YoY), versus the $2.01-billion consensus estimate. The revenue was $6 million above the midpoint of the guidance range Marvel issued in late May.CEO Matt Murphy said, "Marvell's growth is being fueled by strong AI demand for our custom silicon and electro-optics products, as well as a significant increase in the pace of recovery in our enterprise networking and carrier infrastructure end markets.”“Our custom AI design activity is at an all-time high, with the Marvell team now engaged in over 50 new opportunities across more than 10 customers."Among segments, data center revenue climbed 69% YoY and 3% sequentially to $1.49 billion.&nbsp; The YoY and QoQ growth slowed from the first quarter’s 76% and 5%, respectively.&nbsp;For the third quarter, Marvell expects adjusted EPS of $0.71-$0.79 and revenue of $1.957 billion to $2.163 billion. Analysts, on average, expect revenues of $0.72 billion and $2.10 billion, respectively.&nbsp;The company guided to flat sequential revenue performance for the data center segment in the fourth quarter, as lower custom revenue is offset by substantial interconnect revenue.A bullish user said, Marvell’s valuation looks cheap, relative to Nvidia in terms of earnings multiple. While noting that the stock has fallen sharply this year, they said, “This is a buying opportunity.”<stembedurl>https://stocktwits.com/m2025/message/626966612</stembedurl>Another user predicted “easy” 20-30% gain for Marvell stock from current levels.<stembedurl>https://stocktwits.com/deltazxyz/message/626966505</stembedurl>Marvell stock has lost nearly 30%&nbsp;of its value this year. In overnight trading, the stock was down over 12% at $67.78. The Koyfin-compiled consensus price target for the stock is $90.82, implying nearly 18% upside from the stock’s Thursday closing price.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/chinese-nvidia-rival-cambricon-stock-hits-air-pocket-after-140-percent-ytd-rally/chtT4wmRdZq">Chinese Nvidia Rival Cambricon’s Stock Hits Air Pocket After 140% YTD Jump As AI Startup Flags Risks Amid Investors’ Exuberance</a>

 Signage with logo at the Silicon Valley headquarters of semiconductor company Marvell, Santa Clara, California, August 17, 2017. 

Marvell Q2 Data Center Performance Worsens AI Slowdown Concerns, But Retail Traders Focus On Attractive Valuation

The custom chipmaker reported adjusted EPS of $0.67 for the second quarter of fiscal year 2026, more than double the year-ago’s $0.30 and aligning with the Fiscal.ai-compiled consensus estimate.

Shares of Cambricon, a Chinese artificial intelligence (AI) startup considered a rival to Nvidia in the domestic market, deflated in Friday’s trading on the Shanghai Stock Exchange. The reversal came after the company clarified in a regulatory filing regarding the risks its investors should be aware of.&nbsp;&nbsp;After ending Wednesday’s session up nearly 16%, Cambricon stock reversed course in Thursday’s session. By midday, the stock was retreating about 7.50%. According to a Bloomberg report, the stock was having its worst day since April.&nbsp;Yet, Cambricon stock has had a stellar run this year.<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock’s&nbsp;</a>year-to-date (YTD) gain of over 34% pales before Cambricon’s over 140% jump. The U.S. chipmaker’s stock fell on Wednesday as investors worried about a potential slowdown in data center sales growth.&nbsp;On Stocktwits, retail mood toward Nvidia’s stock remained ‘extremely bullish’ (86/100) and the message volume was also ‘extremely high.’In the filing, the Beijing-based company&nbsp;noted the nearly 134% rally in its shares since late July,&nbsp;describing it as excessive when compared to the performance of shares in the industry, the Shanghai Composite Index, and a couple of tech-specific indices.&nbsp;It flagged the potential for the stock to deviate from its fundamentals, posing downside risks to investors.Among the risks the company listed are those related to market expectations for its annual operating income forecasts, rumors of new product launches, an elevated price-earnings multiple, supply chain risks, and the company being blacklisted by the U.S.As such, Cambricon said, “Investors are advised to be aware of the investment risks and invest rationally.”Earlier this week, the company <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-chinese-challenger-cambricon-stock-has-already-doubled-this-year/chsCz3tRdlt">reported</a> first-half revenue of 2.88 billion yuan ($402.7 million), a 4,000% year-over-year (YoY) jump, and a record net profit of 1.04 billion yuan $145.37 million.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-ally-bill-pulte-files-second-criminal-referral-against-lisa-cook/chtT3oWRdZ8">‘3 Strikes And You’re Out’: Trump Ally Bill Pulte Files Second Criminal Referral Against Fed’s Lisa Cook Over ‘Misrepresentations’ During Her Term</a>

In this photo illustration, the logo of artificial intelligence chipmaker Cambricon is displayed on a smartphone screen on August 25, 2025, in Chongqing, China. 

Chinese Nvidia Rival Cambricon’s Stock Hits Air Pocket After 140% YTD Jump As AI Startup Flags Risks Amid Investors’ Exuberance

Among the risks the company listed are those related to market expectations for its annual operating income forecasts, rumors of new product launches, an elevated price-earnings multiple, and supply chain risks.

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