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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is trending after reporting strong earnings and upbeat guidance, a move paradoxically met with a significant stock sell-off. The community is actively debating market manipulation, particularly concerning expiring call options, with some investors buying the dip amid widespread frustration over the price action.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

iShares Silver Trust ($SLV) is experiencing extreme volatility after a historic single-day plunge, which some attribute to shifting Fed-chair expectations and crowded speculative positioning. The community is sharply divided, with many calling it a manipulated shakeout and buying opportunity due to physical market shortages and geopolitical concerns, while others view it as an inevitable "blow off top" signaling further downside.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is seeing intense trading activity as investors weigh the potential impact of Google's new AI game creation tool on mobile advertising, while the community fiercely debates a recently refuted short-seller report alleging money laundering, with many calling it market manipulation that presents a prime buying opportunity.

Phoenix Asia Holdings Ltd. engages in the substructure works and other construction services. It offers site formation, ground investigation and foundation work through it subsidiary. The company was founded on August 9, 2024 and is headquartered in Hong Kong.

Phoenix Asia Holdings Ltd.

Phoenix Asia Holdings (PHOE), a recent IPO, is experiencing extreme volatility and significant price appreciation, leading to multiple trading halts. The community is discussing whether this is another "China squeeze" play, similar to other low-float Chinese stocks, or a potential pump and dump.

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

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing extreme volatility and intense debate, with many investors frustrated by sharp declines and blaming aggressive short-selling, while others are actively "buying the dip" based on recent partnership extensions, including Five Guys, and the anticipation of strong upcoming earnings reports.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is trending after Google unveiled Project Genie, an AI world-building tool, leading to a significant stock decline amid community concerns about its impact on game engine dominance. However, many investors believe this market reaction is an overreaction, with Unity's CEO suggesting the AI could instead accelerate game creation and complement their existing development tools.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Holdings Inc

Ondas Holdings is trending following its strategic reorganization, significant institutional investment, and the launch of its Ondas Defense and Security offering at the Singapore Airshow. The community is abuzz with recent analyst upgrades and the Optimus drone's "Blue List" approval for federal procurement, leading many to see current market pullbacks as a prime buying opportunity for the expanding defense and autonomous systems provider.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

GLD is experiencing a sharp pullback, largely attributed by the community to market speculation around a potentially hawkish Fed chair nominee strengthening the dollar, sparking debate between those seeing a 'golden opportunity' to buy a manipulated dip and those celebrating an unsustainable bubble bursting.

ProShares Trust - ProShares UltraShort Bloomberg Natural Gas -2x Shares

ProShares UltraShort Bloomberg Natural Gas

KOLD is experiencing significant downward pressure and extreme volatility as natural gas prices have surged, driven by recent cold weather and high demand. Traders are closely watching for a potential rebound, with many buying the dip on expectations that warmer forecasts for the coming weeks will soon reverse natural gas's recent gains.

Sprott Physical Silver Trust - Units

Sprott Physical Silver Trust ET

Sprott Physical Silver Trust (PSLV) is trending due to reports of major government mints suspending silver sales amidst surging global demand and critically low COMEX inventory, fueling intense community discussion about a "silver squeeze" as the physical and paper markets diverge. Many investors are flocking to PSLV for its physical backing, anticipating continued high demand from industrial sectors like AI and EVs, coupled with escalating concerns over market manipulation and global supply restrictions.

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<ul class="summary-bullets"><li>SanDisk’s Q3 revenue forecast was 60% higher than Wall Street's consensus target, while the profit target was 150% higher.</li><li>Burgeoning demand from AI data centers is powering the business at memory data store companies.</li><li>SNDK has gained about 1,350% in the past 12 months.</li></ul>SanDisk Corp.’s shares jumped by over 17% in the extended trading on Thursday, after the flash memory firm posted quarterly results and forecast well above Wall Street’s estimates.The performance delivered on investors’ high expectations, as burgeoning demand from AI data centers has lifted prospects for memory chip players across the board. SanDisk, in particular, has emerged as one of the market’s standout performers,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/is-san-disk-stock-unstoppable-after-doubling-in-3-weeks-here-s-what-wall-street-and-retail-see-ahead-of-earnings/cmUz1wOR4QE">surging an astonishing 1,350%</a> over the past 12 months.“This quarter’s performance underscores our agility in capitalizing on better product mix, accelerating enterprise SSD deployments, and strengthening market demand dynamics, all at a time when the critical role that our products play in powering AI and the world’s technology is being recognized,” CEO David Goeckeler said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investor.sandisk.com/news-releases/news-release-details/sandisk-reports-fiscal-second-quarter-2026-financial-results">statement</a>.SanDisk forecasts fiscal third-quarter revenue with a midpoint of $4.6 billion and adjusted profit with a midpoint of $14 per share. Both exceeded LSEG/Reuters' estimates of $2.77 billion in revenue and $4.37 per share in profit.SanDisk manufactures flash memory used in solid-state drives that store vast amounts of data in AI data centers.The company reported sales and adjusted earnings of $3.3 billion and $6.20 per share for the last quarter, which also beat expectations of $2.64 billion and $3.33 per share.On Stocktwits, retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/SNDK">SNDK</a> flipped to ‘extremely bullish’ as of late Thursday, from ‘neutral’ the previous day, amid widespread excitement among users.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_30_at_9_36_06_AM_png_b25a49d28b.webp" alt="Screenshot 2026-01-30 at 9.36.06 AM.png" width="697" height="78"><figcaption>SNDK sentiment and message volume as of January 29 | Source: Stocktwits</figcaption></figure>“(SanDisk) CEO just said they're super early in the growth cycle. Explosive growth will go on for the foreseeable future. He also said once customers start adopting the Rubin GPU (from Nvidia), growth will go to another level!” a user&nbsp;<a href="https://stocktwits.com/uwada/message/643366948">said</a>.Notably, SanDisk’s shares have climbed at a rapid clip, doubling the company’s market capitalization to $79 billion in January alone.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/msft-stock-posts-worst-day-in-6-years-drags-broader-market/cmySco6R41S">MSFT Stock Posts Worst Day In 6 Years, Drags Broader Market</a>&nbsp;&nbsp;

In this photo illustration, the SanDisk Corporation logo is displayed on a smartphone screen. 

SanDisk Stock Soars 17% After-Hours As Q2 Results, Outlook Blow Past Estimates 

After an incredible year for SNDK, many worried the rally would hit a wall. SanDisk’s latest results put those concerns to rest. 

Why Did SanDisk Stock Rally Over 17% After-Hours Today?

Equity

After an incredible year for SNDK, many worried the rally would hit a wall. SanDisk’s latest results put those concerns to rest. 


<ul class="summary-bullets"><li>Lam reported second-quarter revenue and profit above expectations; its quarterly forecasts also came in above targets.</li><li>Wafer equipment giant and Lam competitor, ASML, reported blowout earnings on Tuesday.</li><li>Stocktwits sentiment for Lam shifted to ‘extremely bullish’ from ‘bullish.’</li></ul>Lam Research Corp. shares rose 5.5% in after-market trading on Wednesday, boosted by its second-quarter earnings and quarterly forecasts, which came in above expectations.Alongside blowout results from larger rival ASML, Lam’s report reinforces that AI development and the investment wave around it remain firmly in full throttle.<h2 class="st-heading-2">Strong Report, Forecast</h2>Lam forecast third-quarter revenue of $5.7 billion, plus or minus $300 million, compared with estimates of $5.34 billion from LSEG/Reuters. Its $1.35 per share adjusted profit forecast was also higher than the $1.20 per share estimate.In Q2, Lam’s revenue rose 22% to $21.9 billion. Systems revenue, which primarily includes sales of the company’s chipmanufacturing equipment, rose to 28% to $3.4 billion. Customer support-related revenue rose 14% to $1.9 billion."Lam delivered another strong quarter to cap a record year," said CEO Tim Archer in a statement.&nbsp;"Entering 2026, our expanding product and services portfolio is enabling the market's transition to smaller, more complex three-dimensional devices and packages. With AI accelerating, we are ramping execution velocity across the company to support our customers' growth."<h2 class="st-heading-2">Sector-Wide Strength</h2>On Tuesday, ASML – which counts top chipmakers like TSMC and Nvidia among its customers – disclosed an order book of 13.16 billion euros ($15.9 billion) in the last quarter. The figure came in nearly double the analysts’ 6.95 billion euros estimate,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-asml-stock-surging-over-5-in-premarket-trading-today/cmyXz0nR4io">sparking a fresh wave of optimism</a> across the chip sector.To be sure, while they operate in the same sector, ASML specializes in lithography machines, and Lam focuses on wafer fabrication equipment such as etching and deposition systems.<h2 class="st-heading-2">Investor Reaction</h2>Summit Insights upgraded its rating on LRCX stock to ‘Buy’ from ‘Hold,’ following the company’s report. Lam is poised to capture a "disproportionate share" in the upcoming technology transition in DRAM, logic, and NAND, and the stock’s risk-reward remains "favorable" despite its recent price run-up, the research firm said in its investor note.On Stocktwits, retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/LRCX">LRCX</a> shifted to ‘extremely bullish’ from ‘bullish’ the previous day, amid ‘extremely high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_29_at_10_21_14_AM_png_e1dad8190d.webp" alt="Screenshot 2026-01-29 at 10.21.14 AM.png" width="704" height="89"><figcaption>LRCX sentiment and message volume as of January x | Source: Stocktwits</figcaption></figure>LRCX stock more than doubled last year as the company benefited from the AI boom, with investors backing its long-term growth as a critical supplier to the high-value semiconductor industry.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-ibm-stock-surge-over-7-in-after-hours-trading-today/cmyLxZ8R40U">Why Did IBM Stock Surge Over 7% In After-Hours Trading Today?</a>

In this photo illustration, a person holds a smartphone displaying the logo of Lam Research Corporation (NASDAQ: LRCX) on July 28, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

LRCX Stock Surges Over 5% On Upbeat Q2, Lands 'Buy' Rating From Analyst

Lam Research joined ASML in posting upbeat financial numbers.

Tap the Super-Hot Memory Market With These ETFs

Micron stands to benefit as AI demand drives a memory chip crunch through 2027, pushing prices higher and steering investors toward targeted ETFs.

<ul class="summary-bullets"><li>The move signals a shift in how China balances access to foreign chips with domestic semiconductor ambitions.</li><li>The report indicated that regulators are still finalizing requirements tied to the licenses.</li><li>The regulatory sign-off coincided with Nvidia CEO Jensen Huang’s visit to China.</li></ul>Beijing has reportedly authorized several of its largest technology firms to move forward with purchases of advanced artificial intelligence hardware from Nvidia Corp. (NVDA). The move signals a shift in how China balances access to foreign chips with domestic semiconductor ambitions.<h2 class="st-heading-2">Conditional Green Light</h2>According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28/">report</a>, the Chinese government approved applications from ByteDance, Alibaba Group (BABA), and Tencent (TCEHY) to collectively acquire more than 400,000 of Nvidia’s H200 AI processors.However, the approvals come with strings attached. The report indicated that regulators are still finalizing requirements tied to the licenses. Following the update,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia's stock</a> traded over 1% higher in Wednesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_28_050159_png_47793a8864.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on Jan. 28, 2026 | Source: Stocktwits" width="930" height="107"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on Jan. 28, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Timing Matters</h2>The regulatory sign-off coincided with Nvidia CEO Jensen Huang’s visit to China, where he met employees as part of long-planned engagements.&nbsp;Earlier this month at the Consumer Electronics Show in Las Vegas, Huang said Chinese buyers are showing strong interest in Nvidia’s H200 chips and that the company has begun manufacturing them again.In December, President Trump announced that shipments of the H200 chip could proceed, provided a 25% sales charge is paid. The H200 is considered the second-most powerful Nvidia chip approved for export and remains the highest-level graphics processor permitted under current U.S. regulations.Chinese companies have submitted orders for over 2 million H200 chips expected to be delivered in 2026, which is much higher than the about 700,000 units Nvidia currently has available.NVDA stock has gained over 46% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-uuuu-stock-jumping-in-premarket-trading-today/cmyXzFRR4iY">Why Is UUUU Stock Jumping Over 3% In Premarket Trading Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen.

NVDA Stock Gains Pre-Market: China Reportedly Clears H200 Chip Orders For Big Tech With Conditions

According to a Reuters report, the Chinese government approved applications from tech companies to collectively acquire more than 400,000 of Nvidia’s H200 AI processors.

<ul class="summary-bullets"><li>ASML reported quarterly revenue and profit that topped expectations, sending shares higher in the U.S. premarket.</li><li>Separately, the company is laying off 1,700 workers.</li><li>Stocktwits sentiment for ASML flips to ‘extremely bullish’ from ‘bearish.’</li></ul>U.S.-listed shares of ASML Holding NV jumped&nbsp;more than 5% in early premarket trading on Wednesday, drawing intense buzz on Stocktwits, after the Dutch chip-equipment maker reported record fourth-quarter orders and projected a solid financial outlook for 2026.ASML shares on the Euronext Amsterdam stock exchange in the Netherlands rose by 5.5%.<h2 class="st-heading-2">Knocked It Out Of The Park</h2>The company booked orders of 13.16 billion euros ($15.9 billion) in the last quarter, up 86% year over year and way above the 6.95 billion euros estimate from Visible Alpha. Orders of ASML’s extreme ultraviolet lithography systems came in at 7.4 billion euros, also handily beating expectations of 4.41 billion euros.<blockquote>"In the last months, many of our customers have shared a notably more positive assessment of the medium-term market situation, primarily based on more robust expectations of the sustainability of AI-related demand," ASML CEO Christophe Fouquet said in a statement.</blockquote>For 2026, the company forecast revenue between 34 billion euros and 39 billion euros, compared with with 32.7 billion euros sales in 2025, and a gross margin of 51% to 53%. It has previously forecast flat-to-higher sales than in the previous year.Fourth quarter revenue of 9.72 billion euros and net profit of 2.84 billion euros also came in higher than expectations.The standout results from ASML — one of the largest suppliers of equipment used to make advanced chips — are the latest sign this earnings season that AI development and related investment remain in full throttle. ASML counts TSMC and Samsung among its key customers.<h2 class="st-heading-2">Retail’s Reaction, Other Developments</h2>On Stocktwits, retail sentiment flipped to ‘extremely bullish’ as of early Wednesday, from ‘bearish’ the previous day. “$ASML in Amsterdam we are partying,” a user&nbsp;<a href="https://stocktwits.com/Milli13/message/643106345">wrote</a> in jest, amid a series of posts about the company’s massive order book with accolades such as “<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Meltingflame/message/643105458">Monstrous</a>,” and “<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/JoBoInvest/message/643104489">never sell ASML</a>.”<a href="https://stocktwits.com/symbol/ASML">AMSL stock</a> is up 36% year to date as of the last close. It climbed 54.4% in 2025.The company also announced plans to lay off 1,700 workers, mostly in the Netherlands, and a new buyback program of up to 12 billion euros.&nbsp;&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tim-cook-sam-altman-join-corporate-chorus-against-minneapolis-violence/cmyXDirR4iV">Apple CEO Tim Cook, OpenAI Chief Sam Altman Join Corporate Chorus Against Minneapolis Violence</a>&nbsp;

The ASML Holding logo is displayed on a mobile phone with a visual digital background. (Photo Illustration by Jonathan Raa/NurPhoto via Getty Images)

Why Is ASML Stock Surging Over 5% In Premarket Trading Today?

Orders of ASML’s extreme ultraviolet lithography systems came in at 7.4 billion euros, also handily beating expectations of 4.41 billion euros.

The chipmaking equipment company said fourth-quarter order bookings grew 86%, beating analysts’ expectations by a wide margin.


<ul class="summary-bullets"><li>Seagate reported Q2 revenue and profit above expectations, driven by rising demand for AI data storage.</li><li>Western Digital and SanDisk report earnings on Thursday.</li><li>Memory chip stocks, led by SanDisk, have rallied hard in recent months.&nbsp;</li></ul>Shares of Seagate Technology Holdings rallied nearly 10%&nbsp;in after-hours trading on Tuesday, driven by a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/seagate-beats-earnings-revenue-expectations-in-q2-on-strong-data-center-demand/cmyOOPBR4iE">strong quarterly report</a>, and lifted stocks of peers such as SanDisk and Western Digital, which are set to report&nbsp;results later this week.Western Digital advanced 6.3% while SanDisk rose 3.5% in the extended session. Micron rose 2.2%, with support coming from the company’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-mu-stock-up-4-in-premarket-today/cmyas3FR4Lc">announcement</a> to increase manufacturing capacity in Singapore.&nbsp;Seagate reported second-quarter revenue and profit that topped expectations, driven by rising demand for AI data storage. The results highlight how memory-chip makers and adjacent players are responding to a rapid buildup of data centers prompts memory chip firms to produce and sell at capacity.&nbsp;“As AI applications amplify the creation and economic value of data, modern data centers increasingly need storage solutions that combine performance and cost-efficiency at exabyte-scale,” Seagate CEO Dave Mosley said.Notably, Seagate, Western Digital, SanDisk, and Micron have rallied hard in recent months.&nbsp;Stocktwits recently published a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sandisk-wdc-seagate-which-memory-stock-is-the-better-bet/cmxyrKqR4cK">concise explainer</a> on how investors should view the memory industry’s current upswing. As of late Tuesday, retail sentiment was ‘extremely bullish’ for&nbsp;<a href="https://stocktwits.com/symbol/STX">STX</a> and&nbsp;<a href="https://stocktwits.com/symbol/MU">MU</a>, ‘bullish’ for&nbsp;<a href="https://stocktwits.com/symbol/SNDK">SNDK</a>, and ‘neutral’ for&nbsp;<a href="https://stocktwits.com/symbol/WDC">WDC</a>.SanDisk and Western Digital are set to report their quarterly earnings on Thursday, after the market closes.Analysts expect SanDisk’s second-quarter revenue to rise 43% to $2.7 billion, and adjusted profit of $3.50 per share, according to Koyfin data. The results would put the company’s incredible&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/is-san-disk-stock-unstoppable-after-doubling-in-3-weeks-here-s-what-wall-street-and-retail-see-ahead-of-earnings/cmUz1wOR4QE">stock rally</a> since it spun off from Western Digital in February last year to the test.For Western Digital, analysts expect its second-quarter adjusted sales to decline 32% to $2.9 billion, and adjusted profit to rise 9% to $1.93 per share.So far this year, SNDK has doubled and leads the group in gains. WDC is up 47%, MU is up 44%, and STX is up 35%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-intel-stock-jump-after-hours/cmyXYCoR4if">Why Did Intel Stock Jump Over 3% After-Hours?</a>

SanDisk adapter and microSD card are seen in this illustration photo taken in Krakow, Poland on January 30, 2023.

Why Did WDC, SNDK Stocks Jump In After-Hours Trading Today?

Notably, Seagate, Western Digital, SanDisk, and Micron have rallied hard in recent months. Stocktwits recently published a concise explainer on how investors should view the memory industry’s current upswing.

Seagate’s strong results boosted memory chip stocks.


<ul class="summary-bullets"><li>The chip is built on Taiwan Semiconductor Manufacturing Co.’s (TSM) advanced 3-nanometer manufacturing process with high-speed FP8 and FP4 tensor cores.</li><li>In internal testing, Maia 200 showed roughly three times the FP4 inferencing power compared with Amazon’s latest Trainium hardware.</li><li>Microsoft plans to use Maia 200 with a range of AI workloads, including OpenAI’s newest GPT-5.2 models.</li></ul>Microsoft Corp. (MSFT) introduced a new AI accelerator, Maia 200, on Monday, designed to accelerate artificial intelligence inference and make it more cost-effective.&nbsp;The chip delivers increased memory, data flow, and compute capabilities to Microsoft’s cloud infrastructure and supports the company’s push to run advanced AI workloads.<h2 class="st-heading-2">Next-Gen AI Silicon</h2>Built on Taiwan Semiconductor Manufacturing Co.’s (TSM) advanced 3-nanometer manufacturing process with high-speed FP8 and FP4 tensor cores, the Maia 200 provides considerable improvements for AI token generation and model use.&nbsp;Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft’s stock</a> traded over 1% higher on Monday mid-morning. On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day amid ‘high’ message volume levels.&nbsp;Maia 200 is already live in Microsoft’s central U.S. data center near Des Moines, Iowa, with subsequent rollout planned for the West 3 region near Phoenix, Arizona, and additional sites globally.&nbsp;<h2 class="st-heading-2">Performance And Efficiency</h2>In internal testing, Maia 200 showed roughly three times the FP4 inferencing power compared with Amazon’s latest Trainium hardware and higher FP8 throughput than Google’s TPU v7 series. According to Microsoft, this makes it the most capable and efficient inference chip the company has deployed, with about 30% more performance per dollar than current in-house hardware.Microsoft plans to use Maia 200 with a range of AI workloads, including OpenAI’s newest GPT-5.2 models, to cut inference costs and boost throughput. Maia 200&nbsp;units will also be used by Microsoft’s superintelligence team to generate data that will help improve future AI models, said the company’s cloud and AI chief, Scott Guthrie, in a blog&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/">post</a>.&nbsp;The tech giant is scheduled to report second-quarter (Q2) fiscal 2026 earnings on Wednesday. Analysts expect a revenue of $80.278 billion and earnings per share (EPS) of $3.91, according to Fiscal AI data.&nbsp;MSFT stock has gained over 8% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/app-lovin-stock-gets-a-needham-upgrade-why-does-the-firm-see-upside-potential-for-the-stock/cmy7uCWR4hB">AppLovin Stock Gets A Needham Upgrade – Why Does The Firm See A 33% Upside Potential For The Stock?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Microsoft stand, during the first day of Mobile World Congress 2016 in Barcelona, 22nd of February, 2016. 

Microsoft Launches Maia 200 AI Chip To Boost AI Inference 

The chip brings increased memory, data flow, and compute capabilities to Microsoft’s cloud infrastructure and aids the company’s push to support advanced AI workloads.

<ul class="summary-bullets"><li>The purchase will let IonQ accelerate its hardware production timelines.</li><li>CEO Niccolo de Masi said the deal positions IonQ to become a vertically integrated leader in the quantum space.</li><li>Last September, the company created a dedicated federal unit to concentrate on government-related projects.</li></ul>IonQ, Inc. (IONQ) is reportedly planning to acquire semiconductor producer SkyWater Technology, Inc. (SKYT) for about $1.8 billion, a deal that could reshape domestic quantum hardware manufacturing.According to a Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/deals/quantum-computing-company-ionq-to-buy-chip-maker-skywater-for-1-8-billion-08916998">report</a>, SkyWater stockholders will receive a package of $15 in cash and $20 in IonQ shares for each share they hold.<h2 class="st-heading-2">Strategic Expansion</h2>The purchase will let IonQ accelerate its hardware production timelines and reduce its reliance on external suppliers, the report said.&nbsp;IonQ specializes in trapped-ion quantum machines, while SkyWater operates an exclusively U.S.-based semiconductor foundry that supports advanced manufacturing for military, aerospace, and computing clients.&nbsp;<a href="https://stocktwits.com/symbol/IONQ">IonQ stock&nbsp;</a>traded over 1% lower in Monday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory while message volume changed to ‘normal’ from ‘high’ levels in 24 hours.&nbsp;According to the report, CEO Niccolo de Masi said the acquisition positions IonQ to become a vertically integrated leader in the quantum space.<blockquote>“This is our move to make sure we are the ‘Nvidia’ of quantum.”-Niccolo de Masi, CEO, IonQ</blockquote><h2 class="st-heading-2">Deal Rush&nbsp;</h2>The latest acquisition comes in line with a slew of deal the company has forged in the past 12 months to expand its technology stack. In July last year, IonQ agreed to acquire U.K.-based quantum computing innovator Oxford Ionics in a deal worth approximately $1.075 billion.&nbsp;In November, the company partnered&nbsp;with&nbsp;Heven AeroTech, a U.S.-based hydrogen-powered drone maker, to embed quantum technologies into long-endurance unmanned aerial vehicles.&nbsp;IonQ already partners with U.S. government agencies, including the Department of Defense. Last September, the company created a dedicated federal unit to concentrate on government and military-related projects.IONQ stock has gained over 22% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-reportedly-says-tesla-enters-most-important-year-ever-as-autonomy-takes-center-stage/cmy7FysR4WU">Dan Ives Reportedly Says Tesla Enters ‘Most Important Year Ever’ As Autonomy Takes Center Stage</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

IonQ Said To Buy SkyWater For $1.8 Billion In Push Toward Domestic Quantum Hardware

According to a Wall Street Journal report, SkyWater stockholders will receive a package of $15 in cash and $20 in IonQ shares for each share they hold.

Why IonQ Wants To Own A Chipmaker 

<ul class="summary-bullets"><li>Northland Securities noted the company’s strategic importance to the U.S. and called the guidance “very likely to be conservative.”</li><li>Stifel described Intel’s Q4 results as a “robust beat,” but emphasized that Q1 projections reflect temporary inventory shortages.</li><li>Bank of America suggested that&nbsp; Intel’s current stock price exceeds its near-term ability to execute a profitable business model.&nbsp;</li></ul>Intel Corp. (INTC) stock continued to be in the spotlight on Friday after multiple analysts adjusted their price targets following the company’s fourth-quarter (Q4) earnings and cautious guidance for the first quarter (Q1) of 2026.&nbsp;Despite reporting stronger-than-expected earnings per share in Q4, Intel’s forecast for Q1 fell short of analysts’ predictions. The company expects revenue between $11.7 billion and $12.7 billion, with the lower end notably below the $12.5 billion analysts’ consensus estimate, according to Fiscal.ai.&nbsp;<h2 class="st-heading-2">Street Opinion</h2>Northland Securities raised its price target on Intel to $54 from $46 while maintaining an ‘Outperform’ rating, noting the company’s strategic importance to the U.S. and calling the guidance “very likely to be conservative,” according to TheFly.&nbsp;Meanwhile, UBS raised its target to $52 from $49, with a ‘Neutral’ rating, citing supply bottlenecks and structural limitations that may constrain Intel’s AI growth potential.&nbsp;<a href="https://stocktwits.com/symbol/INTC">Intel stock</a> traded 16% lower on Friday morning and was the top-trending equity ticker on Stocktwits. Retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_23_093030_png_56b886397e.webp" alt="INTC’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Jan. 23, 2026 | Source: Stocktwits" width="928" height="104"><figcaption>INTC’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Jan. 23, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Stifel Sees Long-Term Prospects Improving&nbsp;</h2>Stifel also adjusted its forecast, increasing the target to $42 from $35 while keeping a ‘Hold’ rating. The firm described Intel’s Q4 results as a “robust beat,” but emphasized that Q1 projections reflect temporary inventory shortages and high demand for server CPUs. Stifel expects Q1 to represent a fundamental low point, with longer-term prospects improving as production scales up.Meanwhile, Bank of America reaffirmed an ‘Underperform’ rating with a $40 price target, suggesting Intel’s current stock price exceeds its near-term ability to execute a profitable business model.&nbsp;In the Q4 earnings call, Intel CEO Lip-Bu Tan told that the rapid growth and broader adoption of AI tasks are putting heavy pressure on both existing and new hardware systems, highlighting how important CPUs have become in supporting AI technology.According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/23/intel-stock-earnings-q4-2025-supply.html">report</a>, Jefferies said that though it recognizes the recent optimism around Intel’s potential, the firm still doesn’t see a clear direction ahead as the company lacks a defined AI plan, and faces uncertainty around its manufacturing and packaging business.INTC stock has gained over 117% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/super-micro-stock-gains-momentum-as-q2-earnings-date-sparks-investor-interest/cmyR4ABR4gg">Super Micro Stock Gains Momentum As Q2 Earnings Date Sparks Investor Interest</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Intel Draws Mixed Street Reaction After Strong Q4 But Cautious 2026 Outlook 

UBS raised its target to $52 from $49, with a ‘Neutral’ rating, citing supply bottlenecks and structural limitations that may constrain Intel’s AI growth potential. 

<ul class="summary-bullets"><li>On Wednesday, AMD announced the appointment of KC McClure, former Chief Financial Officer of Accenture, to its board of directors.</li><li>Bernstein raised the price target on the company to $225 from $200 while maintaining a ‘Market Perform’ rating on the shares.</li><li>Last week, AMD and Riot Platforms signed a data center lease and service agreement deal for Riot’s Rockdale data center.</li></ul>Shares of Advanced Micro Devices Inc. (AMD) gained over 6% on Wednesday morning, drawing significant retail attention amid a new board appointment, a price target update, and a recent data center lease agreement.Bernstein raised the price target on the company to $225 from $200 while maintaining a ‘Market Perform’ rating on the shares ahead of its quarterly results expected on Feb. 3.On Wednesday, AMD announced the appointment of KC McClure, former Chief Financial Officer of Accenture, to its board of directors.<h2 class="st-heading-2">Analyst Take</h2>Bernstein analyst Stacy Rasgon said the firm was adjusting its estimates to reflect better server and weaker PC assumptions, according to TheFly.The analyst said it now models AMD's fourth-quarter (Q4) 2025 at a revenue of $9.7 billion or earnings per share of $1.31, up from its previous estimate of $9.6 billion revenue and $1.30 EPS before, in line with street consensus.According to data from Fiscal.ai, the street expects a revenue of $9.61 billion for the quarter, based on 35 estimates, and an EPS of $1.31.<h2 class="st-heading-2">Board Appointment</h2>McClure will <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.amd.com/en/newsroom/press-releases/2026-1-20-amd-appoints-kc-mcclure-to-board-of-directors.html">join</a> AMD’s board from her recent role as a senior advisor to Accenture. Throughout her more than 37-year tenure at Accenture, McClure held multiple finance and accounting leadership roles, including overseeing financial operations and investor relations.“We are delighted to welcome KC to AMD’s Board of Directors,” said Dr. Lisa Su, AMD chair and CEO. “KC is a proven finance leader whose operating expertise and global perspective will be an asset as we execute our strategy and extend AMD’s leadership in high-performance and AI computing.”<h2 class="st-heading-2">Data Center Deal</h2>Last week, AMD <a href="https://stocktwits.com/news-articles/markets/equity/riot-signs-amd-data-center-lease-funds-texas-expansion-with-bitcoin-sale/cmUluNoR4Bi">signed</a> a data center lease and service agreement deal with Riot Platforms Inc. (RIOT) for the latter’s Rockdale data center.As per the agreement, Riot’s data center will provide 25 megawatts (MW) of critical IT load capacity under a 10-year initial term. The agreement includes three five-year extension options.AMD will also get an option to expand the IT load capacity by 75 MW and a right of first refusal for an additional 100 MW, bringing total potential leased capacity to 200 MW. The initial deployment will leverage Riot’s existing infrastructure, with delivery expected in two phases in January 2026 and May 2026, under a modified gross lease with annual escalators.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/news-articles/markets/equity/riot-signs-amd-data-center-lease-funds-texas-expansion-with-bitcoin-sale/cmUluNoR4Bi">AMD shares</a> was in the ‘extremely bullish’ territory over the past 24 hours amid ‘high’ message volumes.One bullish user called the company the next trillion-dollar AI firm.<stembedurl>https://stocktwits.com/H2Now/message/642429916</stembedurl>&nbsp;Another bullish user predicted the company’s shares would rise to $300 in the next quarter. Shares of AMD were trading around $245 levels at the time of writing.<stembedurl>https://stocktwits.com/SqueezerOfTheShorts/message/642422234</stembedurl>&nbsp;Shares of AMD have doubled in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp; &nbsp;

 In this photo illustration, the AMD (Advanced Micro Devices) logo is seen displayed on a smartphone screen. 

What's Sending Advanced Micro Devices Shares Higher This Morning?

Advanced Micro Devices drew attention amid a new board appointment, a price target update, and a recent data center lease agreement. 

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