SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 Inc

Ondas is trending due to its strategic partnership with Palantir and World View to develop AI-enabled multi-domain intelligence and defense systems, a move seen as highly transformative by the community alongside recent defense tech acquisitions. While many investors are bullish on the company's long-term potential and anticipate a short squeeze, others are expressing concerns over share dilution and the stock's struggle to maintain gains.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is trending amidst a barrage of new strategic partnerships with key players across defense, energy, AI infrastructure, and commercial sectors, including Centrus, Ondas, GE Aerospace, Nvidia, LG, and Polymarket. The community is buzzing about the broad applicability of Palantir's AI-driven platforms, driving discussion on its expanding influence in both government and enterprise operations.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical is trending after securing pivotal Japanese marketing approval for its Alpha DaRT technology, a massive de-risking event that has analysts raising price targets while the community asserts these valuations are still significantly undervalued given the company's strong cash position and promising oncology pipeline.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending after reporting a beat on earnings and achieving its first GAAP profitable year, complemented by a new $500M share buyback; however, its conservative forward guidance and subsequent analyst downgrades have fueled a community debate between bullish long-term conviction in agentic AI leadership and concerns over decelerating growth.

Lightwave Logic, Inc. is a development stage company which engages in the commercialization of electro-optic photonic devices. The firm offers the P2ICTM technology platform which uses in-house proprietary organic polymers. Its products include electro-optical modulation devices and proprietary polymer photonic integrated circuits. The company was founded on June 24, 1997 and is headquartered in Englewood, CO.

Lightwave Logic Inc

Lightwave Logic is trending due to a new development agreement with Tower Semiconductor to integrate its electro-optic polymer modulators into Tower's silicon photonics platform. The market views this as significant validation, fueling discussions about its role in future AI infrastructure and the long-term potential of its technology, despite ongoing volatility and profit-taking.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Escalating Middle East tensions and reported attacks on oil tankers near the Strait of Hormuz are driving a sharp rise in crude oil prices, as the community debates whether strategic reserve releases can effectively counter the ongoing supply risks.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. It offers Alpha, Beta, Gamma, and orbital transfer vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 27, 2017 and is headquartered in Cedar Park, TX.

Firefly Aerospace Inc.

Firefly Aerospace is gaining significant attention following the successful orbital launch of its Alpha rocket with a Lockheed Martin payload, which has buoyed community confidence in its upgraded capabilities and positioned it as a key player in the expanding space and defense sectors, particularly with its inclusion in the 'Golden Dome' initiative.

Dollar General Corp. engages in the operation of merchandise stores. Its offerings include food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares, and seasonal items. It sells brands including Clorox, Energizer, Procter & Gamble, Hanes, Coca-Cola, Mars, Unilever, Nestle, Kimberly-Clark, Kellogg's, General Mills, and PepsiCo. The company was founded by J. L. Turner and Hurley Calister Turner Sr. in 1939 and is headquartered in Goodlettsville, TN.

Dollar General Corp.

Dollar General is a trending topic as investors grapple with its stock movement following a quarterly earnings beat, sparking community discussion on why shares declined despite strong results and how its value-driven model performs amid evolving consumer habits and operational adjustments.

Smart Lending AI (SLAI) is a decentralized on-chain lending protocol that lets users lock approved tokens and instantly borrow up to 50% of their USD value in ETH—without selling. Prices are calculated directly on-chain via WETH pairs, and loan risk is managed through real-time volatility and liquidity analysis. Borrowers pay a flat 5% interest, while SLAI stakers (≥50,000 tokens) enjoy zero interest benefits. Designed for active DeFi traders, SLAI enables fast, gas-efficient liquidity access while preserving token exposure.

Smart Lending AI

A preliminary non-binding go-private proposal for SOLAI Limited (SLAI) from Chaince Digital Holdings, offering a significant premium, is fueling intense market discussion. The community is actively debating the offer's potential success and upside, against a backdrop of short selling concerns and the company's recent strategic pivot to AI and blockchain.

EHang Holdings Ltd. engages in the provision of aerial vehicle technology platform company. It also provides unmanned aerial vehicle (UAV) systems and solutions: air mobility (including human transportation and logistics), smart city management, and aerial media solutions. The firm operates through the following geographical segments: P.R.C., West Asia, East Asia, South America, Europe, and Other. The company was founded by Huazhi Hu and Yifang Derrick Xiong in December 2014 and is headquartered in Guangzhou, China.

EHang Holdings Ltd - ADR

EHang Holdings

EHang Holdings is trending after achieving its first GAAP profitable quarter and record revenues, with the community actively discussing its pioneering role in China's strategically important "low-altitude economy" and advancing global commercial operations for its autonomous eVTOLs.

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Nifty 50

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Reliance Industries Ltd.

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Traders work on the floor of the New York Stock Exchange during morning trading on February 20, 2026 in New York City. (Photo by Michael M. Santiago/Getty Images)

AI, Chip Stocks Over Software: Retail Traders Lean More On Semiconductor Plays Amid Tech Selloff

About 42% voted saying that they are buying chip and AI-related stocks in the market downturn, while only 29% revealed they are buying the software dip.

Equity

About 42% voted saying that they are buying chip and AI-related stocks in the market downturn, while only 29% revealed they are buying the software dip.


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

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

<ul class="summary-bullets"><li>Broadcom’s AI semiconductor revenue grew 106% year on year to $8.4 billion, with semiconductor revenue expected to grow 76% to $14.8 billion in the next quarter.&nbsp;</li><li>Broadcom’s partnerships with Google and Anthropic are expected to grow steadily, the CEO confirmed.&nbsp;</li><li>The CEO also highlighted the company’s deal with OpenAI, saying the AI startup plans to start shipping Broadcom chips by 2027 to clock more than one gigawatt of capacity.</li></ul>Shares of Broadcom Inc. climbed more than 4.6% in Wednesday’s post-market hours on comments from CEO Hock Tan about the company’s strong outlook, driven by higher semiconductor demand.In a call with investors, Tan said that Broadcom (AVGO) expects AI revenue from chips to be in excess of $100 billion in 2027.The company also posted first-quarter (Q1) 2026 earnings results that marginally beat Wall Street expectations. Quarterly revenue increased 29% to $19.31 billion for the quarter, compared with Wall Street's expectation of $19.13 billion, according to data from Fiscal.ai.Broadcom (AVGO) also posted a diluted earnings per share of $2.05 for the first quarter, compared to analysts’ estimate of $2.02.<h2 class="st-heading-2">Growth Profile</h2>Meanwhile, for the second-quarter (Q2) of 2026, the company provided a revenue guidance of about $22 billion, ahead of Street expectations of $20.39 billion."Broadcom achieved record first quarter revenue on continued strength in AI semiconductor solutions," said CEO Hock Tan, adding that the growth came from robust demand for custom artificial intelligence accelerators and AI networking.CEO Tan said that better-than-expected growth in AI semiconductors bolstered the company’s results, with the momentum expected to accelerate amid custom AI hitting its next phase of deployment.The company’s AI semiconductor revenue grew 106% year on year to $8.4 billion, with semiconductor revenue expected to grow 76% YoY to $14.8 billion in the next quarter.“The ramp of custom AI accelerators across all our five customers is progressing very well,” Tan said to investors.<h2 class="st-heading-2">Customer Snapshot</h2>Broadcom’s partnerships with Google and Anthropic are expected to grow steadily, the CEO confirmed. &nbsp;For Google, the company’s demand for the seventh-generation Ironwood GPU in 2027 and beyond is likely to be strong. Meanwhile, Anthropic’s TPU compute demand is expected to surge over three gigawatts of compute.Tan also refuted recent analyst reports that raised concerns over Broadcom’s custom accelerator and media roadmap, saying it “is alive and well.” He added that for the next-generation Xbox, the company will scale to multiple gigawatts.About OpenAI, Tan said the company plans to start shipping Broadcom chips by 2027 to clock more than one gigawatt of capacity.The CEO said that for the company’s other customers, shipments for the year are expected to be strong, adding that they are likely to "more than double in 2027.”<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AVGO">AVGO shares</a> jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.One bullish user cheered Tan’s remarks, adding that the company’s shares would hit $500 in 2027.<stembedurl>https://stocktwits.com/I_am_back_2day/message/646621463</stembedurl>&nbsp;Shares of AVGO have climbed by over 69% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Broadcom, Inc. logo is seen displayed on a smartphone screen.

Broadcom Shares Climb After CEO Says AI Chip Revenue To Exceed $100 Billion In 2027

The company reported a 29% increase in revenues, posting $19.31 billion for the quarter, compared to a Wall Street expectation of $19.13 billion, according to data from Fiscal.ai. 

<ul class="summary-bullets"><li>While Intel is facing challenges due to internal supply shortages at its factories, many of the company’s manufacturing units are working at more than 100% capacity, Zinsner said.</li><li>The CFO also said that while Intel’s supply shortfall will likely persist through the end of the year, it will continually ease.&nbsp;</li><li>Zinsner also stated CEO Lip-Bu Tan is considering potentially offering Intel’s 18A manufacturing technology to ​external clients.</li></ul>Shares of Intel Corp. surged more than 6% on Wednesday after the company’s CFO Dave Zinsner said at a conference that there has been strong demand for its server processors.Zinsner said at the Morgan Stanley Technology, Media and Telecom conference in San Francisco that following a 20%+ growth in units in 2025, the server market is going to continue to rise “meaningfully this year.”While Intel (INTC) is facing challenges due to internal supply shortages at its factories, much like the rest of the semiconductor industry, many of the company’s manufacturing units are working at more than 100% capacity, Zinsner said.The CFO also said that while Intel’s ability to meet growing customer orders is limited at the moment and that the supply shortfall will likely persist through the end of the year, it will continually ease.<h2 class="st-heading-2">New Possibilities</h2>Zinsner also said at the conference that CEO Lip-Bu Tan is considering potentially offering Intel’s 18A manufacturing technology, featuring gate-all-around (GAA) transistors for higher performance, to ​external clients after restricting it largely to internal use since its launch in 2025."While Lip-Bu was ... thinking that we probably should focus on 14A as a foundry node and make 18A ​really just an internal node, now that we've got seen some ​real progress there, I think he's now starting to recognize that this is ‌actually ⁠a good node to offer to external customers as well," Zinsner said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/INTC">INTC shares</a> jumped from ‘bearish’ to ‘neutral’ territory over the past 24 hours amid ‘normal’ message volumes.One bullish user said they expect the shares to surge to over $50. Shares of INTC were trading around $45.85 at the time of writing.<stembedurl>https://stocktwits.com/chrisjohnasd/message/646584411</stembedurl>INTC stock has rallied more than 114% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

INTC Shares Rally On CFO Reassurance Over Strong Server Demand, Potential External Sale Of 18A Technology

CFO Dave Zinsner said at a conference in San Francisco that following a 20%+ growth in units in 2025, the server market is going to continue to rise “meaningfully this year.”

<ul class="summary-bullets"><li>Moore said that skepticism about how long Nvidia can sustain its rapid expansion has weighed on the shares.&nbsp;</li><li>He believes those doubts may soon shift into optimism focused on the company’s longer-term earnings trajectory.</li><li>The analyst said that Nvidia’s valuation now presents an attractive opportunity.</li></ul>Morgan Stanley has once again named Nvidia as its leading semiconductor pick, signaling renewed confidence in the chipmaker after months of muted share performance despite continued operational gains.Analyst Joseph Moore reinstated Nvidia Corp. (NVDA) as the firm’s top choice in the sector, replacing Micron Technology Inc. (MU), according to TheFly.&nbsp;<h2 class="st-heading-2">Why Morgan Stanley Is Bullish On Nvidia</h2>The move comes after two quarters in which Nvidia’s stock price largely stalled even as its underlying business showed further improvement. Moore said that skepticism about how long Nvidia can sustain its rapid expansion has weighed on the shares.&nbsp;However, he believes those doubts may soon shift into optimism focused on the company’s longer-term earnings trajectory, particularly expectations tied to fiscal 2027. Nvidia gave a strong forecast for its first-quarter (Q1) fiscal 2027, predicting revenue of about $78 billion, with a possible 2% variation, compared with analysts’ average estimate of $71.64 billion, according to Fiscal AI data.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> traded over 1% lower in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_02_062725_png_62114ee559.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 06:15 a.m. ET on Mar. 2, 2026 | Source: Stocktwits" width="934" height="107"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 06:15 a.m. ET on Mar. 2, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Morgan Stanley: Valuations Seem Attractive</h2>The analyst said that Nvidia’s valuation now presents an attractive opportunity. Shares currently trade at roughly 18 times projected 2027 earnings, a multiple Morgan Stanley views as compelling given the company’s dominant position in artificial intelligence chips and data center hardware.The firm maintained its ‘Overweight’ rating on Nvidia and reiterated a $260 price target. The firm sees the current trading level as a "surprisingly good entry point" for investors seeking exposure to AI-driven semiconductor growth.While discussing Nvidia’s earnings last week,&nbsp;Dan Ives, managing director at Wedbush Securities, said the company remains far ahead of its competitors in technology and the strength of its overall ecosystem. According to him, rivals trail by about three to four years, giving Nvidia a clear advantage as businesses and governments increase investment in AI-powered data centers.NVDA stock has gained over 55% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-israel-iran-war-iaea-chief-warns-of-evacuating-areas-larger-than-major-cities-nuclear-risks/cZd3dbzRIcu">US-Israel-Iran War: IAEA Chief Warns Of Evacuating Areas ‘Larger Than Major Cities’ As Nuclear Risks Loom</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nvidia logo appears on a mobile phone, and a stock market graph is on a laptop screen in the background. (Photo by Firdous Nazir/NurPhoto via Getty Images)

Morgan Stanley Reinstates Nvidia As Top Chip Pick, Sees ‘Surprisingly Good Entry Point’

Analyst Joseph Moore reinstated Nvidia as the firm’s top choice in the sector, replacing Micron Technology.

<ul class="summary-bullets"><li>Munster also noted that the company’s stock could be one where price remains rangebound despite fundamentals getting better.&nbsp;</li><li>For Q4, Nvidia reported a 73% year-on-year growth in revenue to $68.1 billion, much above analyst expectations, while forecasts also beat Street consensus.&nbsp;</li><li>Munster said that the market reaction could stem from a concern over Nvidia’s ability to sustain these results.</li></ul>As shares of Nvidia Corp. (NVDA) have declined about 9% since reporting blowout fourth-quarter (Q4) results on Wednesday, Deepwater Management founder Gene Munster said he believes the shares will be rewarding in time.In an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://genemunster.com/why-nvidia-masterclass-has-been-met-with-a-masterclass-in-market-anxiety/">article</a> on his website posted on Friday, Munster said that the drop despite strong results is due to the disconnect that accelerating revenue growth is no longer the catalyst it once was for the company.However, Munster also noted that the company’s stock could be one where price remains rangebound despite fundamentals getting better.“Ultimately, I believe shares will be rewarded over time by these better-than-expected fundamentals, an outcome I believe remains firmly on the table,” he said.For Q4, the world’s most valuable technology company <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-q4-2026-earnings-smash-estimates-as-ai-demand-drives-optimistic-outlook/cZRyKrSRIGs">reported</a> a 73% year-on-year growth in revenue to $68.1 billion, much above analyst expectations. Nvidia’s outlook for the upcoming quarter also topped Wall Street projections, with the company forecasting revenues of $78 billion, plus or minus 2%, against a consensus of $71.64 billion.<h2 class="st-heading-2">The Catch-22</h2>Munster noted that the market reaction could stem from a concern over Nvidia’s ability to sustain these results. “The focal point is shifting to next year and, more importantly, the 2027 setup,” he said, adding that Wall Street now expects growth of 31% for 2027 after its latest results.“The center of the debate is whether those numbers are too low or still too uncertain for investors to underwrite with confidence today,” he added.Munster said that he believes Nvidia will post growth closer to 50% in 2027, but the “Catch-22” will be that the anxiety will then shift to 2028 growth expectations, keeping the stock’s price rangebound.The managing partner at Deepwater also flagged customer concentration as a risk that investors focused on.<h2 class="st-heading-2">On China</h2>While Nvidia did not provide any clarity or update on its China operations, Munster said in the article that he believes “the market will likely discount China’s contribution given recent volatility in that revenue stream.”“The bigger story remains demand outside of China,” he added.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around NVDA shares remained in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.One user said that nothing had changed for Nvidia, except that it had turned out to be an even better company than the market expected.<stembedurl>https://stocktwits.com/mikefarmer/message/646152095</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Shares of NVDA</a> have surged more than 47% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/nbis-stock-tanks-amid-coreweave-decline-what-does-retail-think/cZTcsxERITu">NBIS Stock Tanks Amid CoreWeave Decline — What Does Retail Think?</a>

An illustrative stock graph displayed on a screen and Nvidia logo displayed on a phone screen. 

Nvidia Shares Will Be Rewarding Over The Long-Term, Says Gene Munster, Citing Strong Fundamentals

In an article on his website posted on Friday, Deepwater Management founder Gene Munster said that the drop in Nvidia shares is because accelerating revenue growth is no longer a catalyst for the company.

<ul class="summary-bullets"><li>Ives stressed that the core issue is not speculative hype but tangible investment.&nbsp;</li><li>He added that corporate capital spending tied to AI buildouts continues to expand, reinforcing Nvidia’s dominance in high-performance chips.</li><li>In his view, competitors are roughly three to four years behind, giving Nvidia a substantial lead.</li></ul>Dan Ives, managing director at Wedbush Securities, reportedly said on Thursday that&nbsp;Wall Street is still failing to grasp the scale of demand driving Nvidia Corp.’s (NVDA) growth, particularly in artificial intelligence and data center spending.The AI bellwether posted a&nbsp;Q4 revenue of $68.1 billion, 73% year-on-year growth and an earnings per share (EPS) of $1.62, both exceeding the analysts’ consensus estimates of $66.12 million and $1.54 respectively, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">‘Michael Jordan Like’ Quarter</h2>Speaking to Bloomberg Television, Ives described Nvidia’s latest results in glowing terms, comparing its performance to that of basketball legend Michael Jordan and emphasizing the scale of its projected $78 billion in revenue for the upcoming quarter.<blockquote>“The street continues to underestimate Nvidia’s demand.&nbsp; What we saw from Nvidia, the AI bubble eccentric gets thrown out the window.”-Dan Ives,&nbsp;Managing Director, Wedbush Securities</blockquote><a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> traded over 1% higher in Thursday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock flipped to ‘extremely bullish’ from ‘neutral’ territory the previous day, while message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Capex And Data Center Demand Drive Thesis</h2>Ives stressed that the core issue is not speculative hype but tangible investment. Corporate capital spending tied to AI buildouts continues to expand, reinforcing Nvidia’s dominance in high-performance chips that power large-scale computing workloads.He contended that the company remains years ahead of rivals in both technology and ecosystem strength. In his view, competitors are roughly three to four years behind, giving Nvidia a substantial lead as enterprises and governments accelerate spending on AI-driven data centers.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DivesTech/status/2026981316932350292">post</a> on the X platform, Ives projected that Nvidia could reach a $6 trillion market capitalization by 2027, calling the current period only the early chapter of a sweeping technology transformation.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_26_083643_png_b6ae0a64f5.webp" alt="Screenshot 2026-02-26 083643.png" width="649" height="220"></figure><h2 class="st-heading-2">The China Conundrum&nbsp;</h2>Nvidia continues to face uncertainty over its China business, as, according to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/26/congress-pushes-back-on-nvidia-white-house-with-chip-export-limits.html?taid=69a0474a5a823e0001d0ea5d&amp;utm_campaign=trueanthem&amp;utm_content=main&amp;utm_medium=social&amp;utm_source=twitter">report</a>, republican lawmakers are escalating efforts to tighten U.S. oversight of advanced semiconductor exports to China.The House Foreign Affairs Committee advanced legislation that would allow lawmakers a 30-day window to examine and potentially block exports of modern chips to adversarial nations.&nbsp;NVDA stock has gained over 30% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-bfly-stock-surge-more-than-23-pre-market-today/cZTG9nVRIbY">Why Did BFLY Stock Surge More Than 23% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of Nvidia is displayed on a smartphone screen. (Photo by Li Hongbo/VCG via Getty Images)

Dan Ives Believes Nvidia Dominance Is Underestimated, Says AI Spending Proves Skeptics Wrong: Report 

Speaking to Bloomberg Television, Ives described Nvidia’s latest results in glowing terms and emphasized the scale of its projected $78 billion revenue outlook for the upcoming quarter.

The Nvidia logo appears on a smartphone screen. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Will Nvidia’s Next Peak Take Time? Insiders Have Sold Billions Even As Earnings Keep Surpassing Expectations

Nvidia insider trades in the last two years have almost exclusively been sales.

<ul class="summary-bullets"><li>Nvidia reported Q4 sales and profit above market expectations; Q1 sales view also came in notably higher than targets.</li><li>Nvidia’s analyst call lacked Nvidia’s usual “early innings" table pounding message - Gene Muster.</li><li>Investors noted Nvidia’s comment about the Chinese market, where it is yet to generate sales.</li></ul>Nvidia Corp. shares reversed gains in the after-market session on Wednesday&nbsp;following blowout results and an upbeat forecast from the AI chipmaker, leaving some investors questioning the forward trajectory.After the&nbsp;financial numbers were released, shares initially climbed more than 3% before retreating during the analyst call. The stock recovered a bit toward the tail end of the session,&nbsp;but was still down in overnight trading.Although Nvidia’s post-earnings move is consistent with the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-earnings-today-could-swing-ai-trade-amd-intel-tsmc-among-stocks-to-watch/cZRUU4UR46i">past trend</a>, investors pondered over the reason for the muted reaction.&nbsp;Deepwater Management’s Gene Muster said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2026788908231471522?s=20">X post</a> that the call lacked Nvidia’s usual “early innings" table pounding message. “Jensen is leading with data over his typical bombardment of bullish adjectives,” he said,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2026813478686622088?s=20">adding</a> that the move also underscores investors' concerns over long term growth.CNBC’s Jim Cramer&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2026784128553628085?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet">said</a> he believes management comments about China triggered the slide. “I think that’s a mistake,” he said on X.Nvidia CFO Colette Kress said the company is yet to generate revenue from China and was engaged with the U.S. and Chinese governments to secure approval for its H200 chips. The company also clarified that data center revenue for the fourth quarter and the first-quarter forecast for the segment do not include sales in China.<h2 class="st-heading-2">Earnings Recap</h2>Nvidia&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jensen-huang-says-nvidia-close-to-partnership-with-openai-xai-grok/cZRyj7yRIGM">reported</a> January quarter sales and adjusted profit well above estimates (Revenue: $68.13 billion vs $66.21 billion est.; EPS: $1.62 per share vs $1.53 est.). Revenue in the company’s mainstay data center segment surged 75% to $62.3 billion.Nvidia forecast current quarter sales of $78 billion, plus or minus 2% – also way higher than analysts' average estimate of $72.60 billion.<h2 class="st-heading-2">Retail Discuss Strategy After Muted Move</h2>On Stocktwits, retail sentiment around NVDA shares soared to ‘extremely bullish’ as of late Wednesday, from ‘bearish’ the previous day, amid ‘extremely high’ message volume. Members discussed the muted reaction and whether that offered an attractive entry point or a signal to sell.A user posted: “I am now confused by the stock. I have watched for the last several quarters blowout earnings and guidance. Yet...the market shrugs it off and the stock remains in a compressed trading range. For the first time, I am considering lightening up my position and allocating the funds elsewhere. Anyone else considering doing the same?”<stembedurl>https://www.stocktwits.com/redbugs/message/645925329</stembedurl>“The reason it dropped was during the call when asked about China, Jensen said they actually haven't had a single order sent to China for the H200. Somehow they looked at that as a bad thing when in reality it's not… Really dumb. I expect this to be up by morning.”<stembedurl>https://stocktwits.com/JustWin88/message/645924959</stembedurl>“Looks like history repeats,”&nbsp;<a href="https://stocktwits.com/Holdmybagz/message/645922978">said</a> another user, referring to the historic trend of weak stock performance even after blowout earnings.<h2 class="st-heading-2">NVDA Stock Move</h2>To be sure,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> posted gains for four straight days, gaining about 4.6%, before its earnings report. As of the last close, NVDA is up nearly 5% year to date but 6% lower than its record high from Nov. 3.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia Stock Gives Up Gains Overnight After Blowout Q4 As China Concerns Dampen AI Euphoria

After a see-saw move, NVDA stock closed slightly higher in Wednesday’s after-market session but slipped in overnight trading.

<ul class="summary-bullets"><li>Nvidia’s earnings come amid heightened scrutiny over whether AI-driven investment can maintain its breakneck pace.</li><li>Investors are expected to dissect details about Blackwell shipments and forward-looking commentary on Vera Rubin.</li><li>The stock saw a 25% increase in retail messages on Stocktwits over the last 24 hours.&nbsp;</li></ul>Nvidia Corp. (NVDA) is set to release its fourth-quarter results on Wednesday, with investors watching closely for signals about the durability of the artificial intelligence spending boom that has powered the chipmaker’s meteoric rise.Analysts expect Nvidia to report a 68% YoY rise in fourth-quarter (Q4) revenue to $66.12 billion, and an 80% YoY increase in earnings per share to $1.53, according to Fiscal AI data.<h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2><a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> inched 0.6% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock flipped to ‘neutral’ from ‘bearish’ territory the previous day, and message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_25_074332_png_cb09bbcf57.webp" alt="Screenshot 2026-02-25 074332.png">The stock saw a 25% increase in retail messages over the last 24 hours.&nbsp;True to the sentiment meter, Stocktwits users were divided in their opinion about the AI bellwether’s earnings. One user said the ‘pressure is worse this time.’<stembedurl>https://stocktwits.com/tommy_john/message/645816590</stembedurl>Another user echoed the sentiment, asking retail longs to lower their expectations.&nbsp;<stembedurl>https://stocktwits.com/_Stonkytonk_/message/645817063</stembedurl>However, a bullish user suggested the stock could reach $205 after earnings.&nbsp;<stembedurl>https://stocktwits.com/MikeTB/message/645817383</stembedurl><h2 class="st-heading-2">AI Spending Surge Fuels Expectations</h2>The earnings update comes amid heightened scrutiny over whether AI-driven investment can maintain its breakneck pace, as market participants look to Nvidia’s numbers and guidance for clues about what comes next.Investors are expected to dissect details about Blackwell shipments and forward-looking commentary on Nvidia’s next platform, Vera Rubin. Major cloud providers, including Amazon, Microsoft, and Alphabet, rank among the top purchasers of Nvidia’s chips.On Monday,&nbsp;DA Davidson and JPMorgan gave bullish recommendations, citing that while Nvidia’s peers’ stock prices already factor in a multi-year AI expansion, the chip giant’s current valuation primarily anticipates peak AI demand in 2026, presenting a potential opportunity for investors.NVDA stock has gained over 52% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crowd-strike-selloff-overdone-anthropic--security-tool-debut-jp-morgan/cZRyPmfRIGT">CrowdStrike Selloff ‘Overdone’ After Anthropic’s Security Tool Debut, Says JPMorgan</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An illustrative stock graph displayed on a screen and Nvidia logo displayed on a phone screen. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Nvidia Q4 Earnings Today – Retail Says 'Pressure Is Worse This Time’ 

Analysts expect Nvidia to report a 68% YoY rise in Q4 revenue to $66.12 billion, and an 80% YoY increase in earnings per share to $1.53, according to Fiscal AI data. 

Current Price	$342.09
Prev Close	$338.81
Open	$340.50
Dividend Yield	N/A
50-Day Moving Average	$340.67
Beta	N/A
Avg. Volume	7.64M
PE Ratio	N/A

52-Week High	$368.82
52-Week Low	$148.31
Market Capitalization	N/A
EPS (Annual)	N/A
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