SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Memecoin on Cronos launched by the Cro Crow community

crow with knife

The "crow with knife" ($CAW.X) crypto is trending as its community rallies behind the meme coin, emphasizing its multi-chain presence and deflationary mechanisms. Active discussions highlight the strength of the community and the potential for significant gains. The coin's presence on multiple chains like Solana, BSC, Cronos, and ETH (Base) is a key talking point.

"What's Updog?" is a Community Led token.

UpDog

UpDog ($UPDOG.X) is trending, and the community is actively engaging in the classic "What's UpDog?" joke, driving much of the conversation. This meme coin on the Solana network, with locked liquidity and a dedicated community, is striving to be the top dog. Amidst the humor, some users are questioning the token's utility and suggesting that the trending status might be artificially driven.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MLTX is trending due to positive Phase 2 trial results for its hidradenitis suppurativa treatment, sonelokimab, generating significant community excitement. Discussions revolve around the drug's potential efficacy and a possible acquisition, with some speculating on buyout prices and comparing it to competitor data. The stock's high short interest and potential for a squeeze are also being actively discussed.

Meet Pandu — your AI friend who’s always by your side. Talk with him in real time through text or voice, share your thoughts, ask questions, or just enjoy a casual conversation. Whether you’re looking for advice, company, or simply someone to listen, Pandu is here as a true companion you can connect with anytime.  Pandu unites real-time conversation, creative generation, and future-ready AI systems — all powered by next-gen technology.

Pandu Pandas

Pandu Pandas ($PANDU.X) is trending, with community members highlighting its recent listing on MEXC and drawing comparisons to other successful meme coins. Bullish sentiment is fueled by perceived solid fundamentals and the project's NFT ranking, with many urging others to research the token. Some users are also discussing preferred wallets for holding $PANDU.X.

BRETT the dancer, gamer, and cultural icon of BASE chain (some like to call me the PEPE of BASE).

Brett

BRETT.X is trending as the community discusses its potential, particularly within the Base ecosystem, while comparing it to other meme coins like TOSHI.X and JTRAMBO. Bullish sentiment is fueled by technical analysis suggesting upside continuation and speculation around a possible Binance or Coinbase listing. Some traders are suggesting it might be time to accumulate $BRETT.X

A composable native asset bridge with unified liquidity and instant guaranteed finality

Stargate

Stargate is trending due to news of LayerZero's acquisition, with a community vote passing for STG holders to convert to ZRO. There's also buzz around the token's role in bridging and burning $CAW.X, with some users highlighting Hyperliquid's new direct deposit feature via Stargate.

LayerZero

LayerZero is trending due to its role in enabling cross-chain functionality, particularly with meme coin $CAW.X. The community is highlighting $CAW.X as the first Cronos project to utilize LayerZero, similar to how $USDC.X and $PEPE.X use it, expressing bullish sentiment and discussing its multichain capabilities.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: Cybersecurity, Internet of Things (IoT), and Licensing and Other. The Cybersecurity segment includes the brand Cylance, BlackBerry Spark, AtHoc, and SecuSUITE. The IoT segment focuses on software licenses, support, maintenance, and professional services. The Licensing and Other segment involves the intellectual property licensing arrangements and settlement awards. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors discuss its potential turnaround, drawing comparisons to AMD's earlier growth. A recent video highlighting BlackBerry's prospects is circulating, with the community focused on the company's QNX technology and anticipation for upcoming earnings. Optimism is building around partnerships and profitability.

WeRide, Inc. is a holding company, which engages in the sale of autonomous driving vehicles, primarily including robobuses, robotaxis, robosweepers, and related sensor suites. The company was founded by Tony Xu Han and Yan Li on March 13, 2017 and is headquartered in Guangzhou, China.

WeRide Inc. - ADR

WeRide ($WRD) is trending due to positive Q2 earnings, highlighting significant robotaxi revenue growth and expanded global operations, including a new permit in Saudi Arabia. The community is discussing the partnership with Bosch for mass production of ADAS systems and upcoming collaboration with UBER and GRAB, though some express frustration with the stock's price action despite the positive news.

BlackRock Institutional Trust Company N.A. - iShares Gold Trust Micro

iShares Gold Trust Micro ETF

IAUM is trending as gold prices rally, driven by factors like recession fears and geopolitical uncertainty, leading to discussions about gold's role as a safe-haven asset. Community members are actively weighing IAUM against other gold ETFs and physical gold, considering factors like fees, liquidity, and tax implications for long-term holdings. Some analysts predict further gains for gold, citing potential shifts in investment from U.S. Treasuries.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Intel Corp. (INTC) stock closed at a new 52-week high on&nbsp; Thursday as traders bid up the stock on hopes that it would receive more bailout money as the chipmaker plots its turnaround.On Stocktwits,&nbsp;<a href="https://stocktwits.com/symbol/INTC">Intel stock</a> was the top-trending equity ticker as of early Friday. The 24-hour message volume change on the stream was 64% leading up to late Thursday.&nbsp;Retail sentiment toward the stock was ‘extremely bullish’ (82/100) as of early Friday, improving from the bullish mood that prevailed a day ago. The message volume on the stream also perked up to ‘extremely high’ levels.Rumors regarding investment from multiple parties are circulating rapidly. A bullish user speculated that Japanese investment is forthcoming, basing their expectation on an announcement by the Japanese Finance Ministry that it would establish an investment facility at a state-owned bank to support a $550 billion investment in the U.S.&nbsp;<stembedurl>https://stocktwits.com/stockjusthave/message/630084126</stembedurl>Another user noted the rumors surrounding Apple (AAPL) and TSMC (TSM) investments, but felt these were mere rumors that may not materialize anytime soon. While noting that TSMC is several generations ahead of Intel, they said Apple has its own x86 processors.<stembedurl>https://stocktwits.com/zipperson/message/630085259</stembedurl>Some expressed worries about whether they were late to the Intel party.<stembedurl>https://stocktwits.com/zipperson/message/630085259</stembedurl>A user sees the headline regarding the Trump administration mulling more stringent domestic chip manufacturing norms as bullish for Intel, which has its own chip foundry.<stembedurl>https://stocktwits.com/stockjusthave/message/630084748</stembedurl>Following SoftBank’s (SFTBY) $2 billion bet in Intel, the U.S. government and Nvidia also agreed to invest in the chipmaker. Earlier this week, a Bloomberg report stated that Intel was in discussions with Apple and several other companies regarding&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-stock-rises-premarket-analyst-upgrades-on-follow-on-investments/chDl5awR34R">potential investments</a>.A Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/intel-seeks-help-from-apple-and-others-as-u-s-backs-comeback-bid-1308f2e3">report</a> identified one of the parties Intel approached as TSMC (TSM). Intel CEO Lip-Bu Tan has reportedly spoken to Apple’s Tim Cook and TSMC’s C.C. Wei regarding a partnership or joint venture.In a note published Thursday, tech venture capitalist Gene Munster said he sees the logic of Apple investing in Intel as weak. “Apple’s most advanced chips are currently manufactured at scale by TSMC, whose process technology is two to three years ahead of Intel,” he said, adding that “From a product and manufacturing standpoint, Intel does not move Apple’s roadmap forward.”The only reason why Apple might consider investing in Intel is “political,” Munster said. With the U.S. government viewing Intel as a national asset and encouraging partnerships to strengthen domestic production, Apple could use an investment to signal support for U.S. manufacturing, he added.Intel stock has added nearly 70% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fund-strat-s-tom-lee-compares-nvidia-valuation-with-walmart-costco-and-cisco-s-dotcom-peak/chDVITZR3I1">Is Nvidia Stock A Bargain Buy? FundStrat’s Tom Lee Compares Valuation With Walmart, Costco And Cisco’s Dotcom Peak</a>

A view of Intel office building on August 22, 2025, in Beijing, China.

Intel Stock Leaves Retail Traders Wanting More After 52-Week High On Investment Buzz —  But Analyst Feels Apple Angle Doesn’t Add Up

Intel CEO Lip-Bu Tan has reportedly spoken to Apple’s Tim Cook and TSMC’s C.C. Wei regarding a partnership or joint venture.

Equity

Intel CEO Lip-Bu Tan has reportedly spoken to Apple’s Tim Cook and TSMC’s C.C. Wei regarding a partnership or joint venture.


Nvidia stock snapped a two-session decline on Thursday, defying the weakness seen in the broader market and the tech sector. The stock has risen by over 32% so far this year.&nbsp;A strategist said late Thursday that he thinks&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> is still a bargain, as the stock traded at a price-earnings (P/E) multiple of 26 times forward earnings. In an interview with CNBC, FundStrat’s Head of Research, Tom Lee,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=p8RY5CkXQOU&amp;list=PLVbP054jv0KpnXXjfF2rd_p8rWAkULk1f&amp;index=6">drew</a> parallels with 1998, which was the liftoff point for the tech bubble before the final 18-month surge.&nbsp;&nbsp;Cisco stock, which went parabolic during the dot-com bubble, traded at 60 times the P/E multiple at that time, the strategist said, adding that its forward P/E peaked at 210 times. He also underscored the fact that Nvidia, a high-growth stock, trades at a lower valuation than some high-profile defensive consumer staples stocks, such as Walmart (WMT) and Costco (COST).<img src="https://news.stocktwits-cdn.com/NVDA_5_year_PE_chart_png_8504d1c1da.webp" alt="NVDA 5-year PE chart.png">Source: KoyfinLee said he viewed the current stock valuations as “pretty reasonable.”&nbsp; The strategist noted that Nvidia, while accounting for 8% of the S&amp;P 500's market capitalization weighting, contributes 7% of the S&amp;P 500's earnings. Therefore, Nvidia is not necessarily distorting equity valuations, he said.Lee said, “If companies are saying that AI is something where they're actually allocating capital and many are, of course, seeing productive gains, I think it's justified that that would be what you'd expect to be the first wave of investment in spending.”Over time, the FundStrat Managing Partner expects these spending to deliver productivity gains and other benefits. “I’m comfortable with the idea [that] it's a supercycle,” he said, adding that there is likely to be a broadening of the benefits and the broadening of opportunities over time.Nvidia's stock was down moderately in the overnight session leading up to Friday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-administration-weighs-tougher-rules-to-push-domestic-manufacturing/chDV3i5R3IW">More Pain Ahead For Apple, Dell? Trump Administration Weighs Tougher Rules To Push Domestic Manufacturing</a>

The NVIDIA logo is displayed on a mobile phone on August 17, 2025.

Is Nvidia Stock A Bargain Buy? FundStrat’s Tom Lee Compares Valuation With Walmart, Costco And Cisco’s Dotcom Peak

The strategist noted that Nvidia, while accounting for 8% of the S&P 500's market capitalization weighting, contributes 7% of the S&P 500's earnings.

The semiconductor industry is likely to face pushback, as a report suggests that the Trump administration is considering a more stringent plan to bring chip manufacturing onshore.&nbsp;A Wall Street Journal <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/economy/trade/trump-chip-tariffs-exemptions-90fa2ab3">report</a>, citing people familiar with the concept, stated that the new plan envisions penalizing companies that don’t maintain a 1:1 ratio for domestic manufacturing versus imports, with tariffs. The rumored plan aligns with a past message from President Donald Trump that semiconductor companies that don’t invest more in the U.S. would be slapped with tariffs as much as 100%.The&nbsp;<a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF (SOXX)</a> continued to attract ‘bullish’ sentiment (57/100) from among the retail users of Stocktwits. The message volume on the stream was at ‘high’&nbsp;levels.Commerce Secretary Howard Lutnick has reportedly discussed the plan with semiconductor industry executives, emphasizing to them the importance of the measure in ensuring economic security. The U.S. companies now source much of their chip needs from overseas, particularly Taiwan, which is seen as vulnerable to Chinese aggression or natural calamities.&nbsp;The report stated that the implementation of the plan could face challenges, as it would be difficult to determine the tariffs on products powered by chips made in the U.S. but assembled abroad.Sources told the Journal that if a company can guarantee manufacturing one million chips in the U.S., it would be credited with that amount. Over time, this credit can be used by the company and its customers to import without any levy until its plant comes online in the U.S. That said, the companies could be given some grace period initially to adjust their U.S. manufacturing capacity.Companies such as Apple (AAPL) and Dell Technologies (DELL), which source components from various parts of the world, could be among the most severely affected,&nbsp;according to the report.&nbsp;These companies may have to track the number of chips they source from overseas and match the numbers in the U.S. On the other hand, the new plan could be a positive for Taiwan Semiconductor Manufacturing (TSM), Micron Technology (MU), and GlobalFoundries (GFS), which have all increased their U.S. production capacity.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-reportedly-mulls-tapping-rival-s-gemini-ai/chDVPhtR3I9">Zuckerberg Needs Google’s Help? Meta Reportedly Mulls Tapping Rival’s Gemini AI To Boost Ad Targeting</a>

Stock market candle bar chart over the main computer chip on abstract circuit board background.

 More Pain Ahead For Apple, Dell? Trump Administration Weighs Tougher Rules To Push Domestic Manufacturing

Commerce Secretary Howard Lutnick has reportedly discussed the plan with semiconductor industry executives, emphasizing to them the importance of the measure in ensuring economic security.

Nvidia Corp. (NVDA) stock received a bullish update from Barclays as analyst Tom O'Malley lifted the firm’s price target to $240 from $200, reiterating an ‘Overweight’ rating on the stock.&nbsp;The new target reflects rising confidence in the company’s dominant position in artificial intelligence infrastructure, as well as a growing list of strategic partnerships.Barclays based its new valuation on Nvidia’s earnings potential, forecasting an implied earnings per share of $7.85. The firm added $35 billion in potential revenue stemming from Nvidia's recent collaboration with OpenAI to its model. According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/09/25/nvidia-to-rally-more-than-30percent-as-dealmaking-ramps-up-barclays-says.html">report</a>, at a 30x multiple, the firm expects Nvidia’s valuation to climb sharply as AI adoption deepens across various industries.<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> traded over 1% lower on Thursday, after the morning bell. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘low’ message volume levels.&nbsp;In a note to investors, O'Malley projected that global spending on AI-related infrastructure could reach $2 trillion before the end of the decade.&nbsp;The analyst noted that recent deal activity could significantly strengthen Nvidia’s revenue pipeline over the next five years. These include a joint investment of up to $100 billion in OpenAI, a data infrastructure collaboration with Alibaba Group Holding (BABA), and a $5 billion partnership with Intel Corp. (INTC).Nvidia shares hit a record high on Sept. 22, after it&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-plans-100-billion-investment-to-build-10-gw-network-with-openai/chDQM6aR32p">announced</a> plans&nbsp;to invest $100 billion in OpenAI. The company has been a beneficiary of the artificial intelligence revolution, with a first-mover advantage in the market for high-performance AI chips.&nbsp;Nvidia stock has gained over 30% in 2025 and over 41% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/atlasclear-stock-continues-its-relentless-surge-retail-chatter-more-than-doubles-in-24-hours/chDlJcnR34K">AtlasClear Stock Continues Its Relentless Surge, Retail Chatter More Than Doubles In 24 Hours</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photographic illustration, the Nvidia logo appears on a smartphone reflecting an illustration of printed circuit boards in Creteil, France, on September 22, 2025. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Nvidia Stock Gets A Price Target Hike From Barclays – Check Out The New Level 

Barclays based its new valuation on Nvidia’s earnings potential, forecasting an implied earnings per share of $7.85, adding $35 billion in potential revenue stemming from the chipmaker’s recent collaboration with OpenAI.

Intel Corp. (INTC) stock could see follow-through buying in Thursday’s session, as an analyst’s upgrade pushed the stock up by over 3.50% in the early premarket session. If the upward momentum accelerates,&nbsp;<a href="https://stocktwits.com/symbol/INTC">Intel’s stock</a> remains on track to challenge the 52-week high of $32.38 hit last Thursday.&nbsp;On Wednesday, Intel rallied 6.4% after a Bloomberg report said the company had approached Apple (AAPL) regarding a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-stock-rally-picks-up-pace-on-rumors-of-apple-lifeline/chDksywR3EO">potential investment.</a> This comes on top of a $2 billion commitment from SoftBank and a 10% stake picked up by the Trump administration in August. Last week, Nvidia announced that it would invest $5 billion in the struggling chipmaker.Following these developments, Seaport Research analyst Jay Goldberg upgraded Intel stock to ‘Neutral’ from ‘Sell,’ according to the summary of note published on The Fly on Thursday. While believing that Intel was “on the wrong path with a shrinking window" to save its fabs, the firm said the stock will likely be driven by follow-on investments and the potential for a "stop-gap solution" in the near-term. Seaport said it remains cautious on the company's longer-term fundamentals.On Stocktwits, retail sentiment toward INTC tempered slightly to ‘bullish’ (62/100) as of early Thursday, from ‘extremely bullish’ a day ago. The message volume on the Intel stream was at ‘high’ levels.<figure class="image"><img style="aspect-ratio:619/59;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_25_at_5_25_43_AM_png_8366395620.webp" alt="Screenshot 2025-09-25 at 5.25.43 AM.png" width="619" height="59"><figcaption>INTC sentiment and message volume as of 5:25 a.m. ET, Sept. 25 | source: Stocktwits</figcaption></figure>Intel stock has gained nearly 56% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/reddit-stock-slips-premarket-after-4-session-slide/chDl5TwR34b">Reddit Stock Slips Premarket After 4-Session Slide — But Here’s Why Retail Traders Are Still Optimistic</a>

Intel logo is on a smartphone screen, with the company's branding in the background. Donald Trump posted AI-generated picture showing him trading Intel stock. (Photo by Cheng Xin/Getty Images)

Intel Stock Rises Premarket As Analyst Upgrades On ‘Follow-On’ Investments — Is A New 52-Week High Ahead?

Seaport analysts anticipate that the stock will be driven by follow-on investments and the potential for a "stop-gap solution" in the near term.

Why Intel Stock Is Jumping 4% Premarket Today

Seaport analysts anticipate that the stock will be driven by follow-on investments and the potential for a "stop-gap solution" in the near term.



Nvidia’s stock has been in a broad consolidation phase since August, following a strong uptrend that began after the post-tariff sell-off in early April. Sentiment toward the stock turned lackluster amid the Chinese government’s pushback against the use of Nvidia chips, and most recently, concerns about the company’s investments in other companies, especially its partners.Retail traders, however, have turned upbeat over the past three months. On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> remained ‘bullish’ (56/100) as of late Wednesday, and the message volume, however, held ‘low.’<figure class="image"><img style="aspect-ratio:616/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_25_at_2_47_01_AM_png_529d00ed62.webp" alt="Screenshot 2025-09-25 at 2.47.01 AM.png" width="616" height="52"><figcaption>NVDA sentiment and message volume as of 2:45 a.m. ET, Sept. 25 | source: Stocktwits</figcaption></figure>Nvidia has been a significant beneficiary of the artificial intelligence (AI) revolution that has gained momentum. The company has the first-mover advantage in the market for high-performance AI chips, while also evolving into a one-stop shop for all AI needs of companies and governments.&nbsp;China, a vital cog in Nvidia’s operations, became a headwind for the company as the Jensen Huang-led company was caught in the crosshairs of the geopolitical tensions between the U.S. and China. The U.S.’s China chip curbs deprived the company of a sizeable chunk of revenues and profits.&nbsp;As Nvidia worked to sidestep the ban with new stripped-down chips developed exclusively for the Chinese market,&nbsp;Xi Jinping’s government deemed it fit to send advisories to government establishments and companies against using Nvidia chips. Nvidia also faces competition from domestic Chinese companies, such as Huawei, which have stepped up efforts to capitalize on the opportunities arising from the U.S. chipmaker’s&nbsp;struggles in China.Some analysts&nbsp;are also concerned about Nvidia bailing out partner companies, such as CoreWeave. The company’s recent announcement about investing $100 billion in AI startup OpenAI has also not been&nbsp;well received by&nbsp;everyone. Alongside the investment, the two companies also announced plans to build 10 gigawatts of AI compute capacity, with millions of Nvidia GPUs powering OpenAI’s next-generation AI infrastructure.While DA Davidson analysts expressed concerns about Nvidia evolving as an “investor of last resort,” Morgan Stanley analyst Joseph Moore said in a note released Wednesday that “We view all of this as framing the bull case, rather than a certainty, given the sheer numbers involved.”Nvidia’s stock has traded in a 52-week range of $86.62 and $184.55, and for the year-to-date period, it has gained about 32%. According to Koyfin data, the analysts’ consensus price target for the stock is $212.47, implying a 20% upside from its close on Wednesday.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/apple-says-eu-s-digital-act-makes-it-harder-to-do-business-in-europe/chDkzgAR3EV">Apple Says EU’s Digital Markets Act Makes It Harder To Do Business In Europe, Calls For Its Abolition</a>

A sign is posted in front of Nvidia headquarters on May 21, 2024 in Santa Clara, California. (Photo by Justin Sullivan/Getty Images)

Nvidia Stock Rangebound Amid China Headwinds, Investment Blitz — But Retail Traders Stay Optimistic

According to Koyfin data, the analysts’ consensus price target for the stock is $212.47, implying a 20% upside from its close on Wednesday. 

Intel Corp.’s (INTC) shares rose 6.41% in Wednesday’s regular session, and added 2.2% in extended trading on the prospects of the chipmaker getting another lifeline — this time from Apple, Inc. (AAPL).Intel has held talks with Apple regarding a potential investment by the Tim Cook-led company, as well as a collaboration between the two parties, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-24/intel-is-seeking-an-investment-from-apple-as-part-of-its-comeback-bid">reported,</a> citing people familiar with the matter. The report cautioned that the talks were in an early stage and may not come to fruition. The struggling chipmaker has also reportedly sent feelers to other companies regarding potential investments.Incidentally, Apple was a longtime Intel customer before transitioning to in-house chip development, beginning in 2020. The&nbsp;Tim Cook-led company also bought most of Intel’s modem chip business in 2019.Following the surfacing of the rumor, the&nbsp;<a href="https://stocktwits.com/symbol/INTC">Intel stock</a> drew heavy retail chatter on Stocktwits, with the 24-hour message volume leading up to late Wednesday nearly doubling. Signaling increased interest in the stock in recent times, the seven-day message volume change has jumped almost 300%.Retail sentiment toward the Intel stock tempered slightly to ‘bullish’ (73/100) as of late Wednesday from ‘extremely bullish’ a day ago.<figure class="image"><img style="aspect-ratio:617/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_24_at_9_44_27_PM_png_ee6d8ea090.webp" alt="Screenshot 2025-09-24 at 9.44.27 PM.png" width="617" height="52"><figcaption>INTC sentiment and message volume as of 9:45 p.m. ET, Sept. 24 | source: Stocktwits</figcaption></figure>One bullish Intel watcher on the platform noted that Intel stock has formed a cup-and-handle formation on a weekly chart, suggesting it could reach $40 following the Apple news. Some even eyed the $45 level.<stembedurl>https://stocktwits.com/CantGoBoobsup/message/629912984</stembedurl><stembedurl>https://stocktwits.com/spirit88/message/629912707</stembedurl>Another user foresees more external investments in Intel, including from Tesla, at the behest of the U.S. government, given that most companies use chips.<stembedurl>https://stocktwits.com/lotharchoo/message/629912379</stembedurl>After bottoming out in early August, Intel’s stock has had a strong rebound, thanks to SoftBank (SFTBY) agreeing to invest $2 billion and the Trump administration taking a 10% stake. Last week, the stock gap opened sharply higher after the company confirmed that artificial intelligence (AI) stalwart Nvidia (NVDA) was investing $5 billion in it. Nvidia will&nbsp;collaborate with Intel on chips designed for personal computers and data centers.Intel’s stock has gained nearly 56% year-to-date as the company has made concerted efforts under new CEO Lip-Bu Tan to turn around its fortunes. The company’s fundamentals have declined over the years due to product missteps, execution issues, and a lack of flexibility to embrace new technologies.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uniqre-stock-hits-5-year-high-analysts-hail-huntingtons-therapy-data/chDkAlZR3E9">UniQure Stock Hits 5-Year High As Analysts Hail Huntington’s Therapy Data — Retail Spots ‘Diamond In Rough Of Biotech’</a>

The audience visited the Intel booth at the 2025 Apsara Conference in Hangzhou, Zhejiang Province, China, on September 24, 2025. 

Intel Stock Rally Picks Up Pace On Rumors Of Apple Lifeline — Retail Traders Brace For Further Gains

Intel’s stock has gained nearly 56% year-to-date as the company has made concerted efforts under new CEO Lip-Bu Tan to turn around its fortunes.

Advanced Micro Devices Inc. (AMD) announced on Wednesday that it is deepening its partnership with Cohere, a Canadian AI startup focused on privacy-first enterprise solutions.&nbsp;The companies said the expanded collaboration brings AMD’s high-performance GPUs to Cohere’s complete line of AI products, including Command A, Command A Vision, Command A Translate, and North.<a href="https://stocktwits.com/symbol/AMD">Advanced Micro Devices stock</a> inched 0.2% higher on Wednesday afternoon. On Stocktwits, retail sentiment around the stock shifted to ‘bullish’ from ‘extremely bullish’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:933/103;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_24_132348_png_36dc7cefa8.webp" alt="AMD’s Sentiment Meter and Message Volume as of 01:00 p.m. ET on Sep. 24, 2025 | Source: Stocktwits" width="933" height="103"><figcaption>AMD’s Sentiment Meter and Message Volume as of 01:00 p.m. ET on Sep. 24, 2025 | Source: Stocktwits</figcaption></figure>The stock saw a 396% surge in user message count in the past month. A bullish Stocktwits user called AMD a ‘serious player in the AI arms race’.<stembedurl>https://stocktwits.com/rafspicks/message/629815312</stembedurl>By using AMD’s Instinct GPU-powered systems, Cohere’s enterprise clients gain access to scalable, high-bandwidth compute tailored for AI workloads. As part of the agreement, AMD will incorporate Cohere’s North platform into its internal AI operations.&nbsp;This announcement builds on prior efforts between AMD and Cohere to fine-tune large language models (LLMs) for deployment on AMD’s Instinct GPUs. These AI models are already operational across various enterprise environments, offering enhanced memory bandwidth for complex, long-context tasks, while simultaneously minimizing energy consumption.“AMD has a compelling TCO proposition with its AI infrastructure and is a great option for sovereign AI initiatives in Canada and globally,” said&nbsp;co-founder of Cohere,&nbsp;Nick Frosst.&nbsp;This collaboration underscores AMD’s push to diversify its AI partnerships beyond general-purpose use as competition heats up.&nbsp;AMD stock has gained over 33% in 2025 and over 2% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-expands-ai-arsenal-with-anthropic-claude-models/chD1etwR3Eb">Microsoft Expands AI Arsenal With Anthropic’s Claude Models</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the American multinational semiconductor company Advanced Micro Devices, Inc. (AMD) logo seen displayed on a smartphone.

AMD Deepens Partnership With Cohere: Retail Calls Stock ‘A Serious Player In AI Arms Race’

AMD’s high-performance GPUs will be available in Cohere’s complete line of AI products, including Command A, Command A Vision, Command A Translate, and North.

Micron Technology Inc. (MU) has experienced a surge in bullish sentiment from Wall Street analysts following a robust fourth-quarter (Q4) earnings report that exceeded market expectations on both results and guidance.&nbsp;The company’s revenue of $11.32 billion and adjusted earnings per share (EPS) of $3.03 both exceed the analysts’ consensus estimates of $11.11 billion and $2.86, respectively, as per Fiscal AI data.&nbsp;Micron anticipates a Q1 revenue of $12.50 billion, plus or minus $300 million, against an estimate of $11.68 billion.Several firms raised their price targets on the chipmaker, citing growing demand in data centers, positive pricing trends, and momentum in high-bandwidth memory (HBM) products.Piper Sandler lifted its price target to $200 from $165, maintaining an ‘Overweight’ rating, as per TheFly. The firm noted Micron’s earnings and forward outlook topped forecasts, driven by solid DRAM demand and stronger-than-expected gross margins.&nbsp;Notably, Micron revealed that its 2026 HBM capacity is nearly sold out, suggesting strong future demand for its high-performance memory products.<a href="https://stocktwits.com/symbol/MU">Micron stock</a> traded over 2% lower on Wednesday after the morning bell, and was among the top five trending equity tickers on Stocktwits. Retail sentiment around the stock stayed in ‘extremely bullish’ territory. Message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours.Needham also raised its price target to $200 from $150 and reiterated a ‘Buy’ rating. The firm highlighted consistent strength in the data center segment, along with improved performance in other markets. The firm highlighted that Micron has increased its forecast for server unit growth in 2025 and expects gross margins heading into fiscal 2026 to outperform earlier projections, thanks to better pricing, a more favorable product mix, and cost efficiencies.Raymond James adjusted its price target on the stock upward to $190 from $150 and reaffirmed an ‘Outperform’ rating. The firm emphasized that strong demand for AI-driven data center builds contributed to solid pricing for both DRAM and NAND memory.&nbsp;Micron stock has gained 94% in 2025 and over 73% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/youxin-technology-stock-soared-68-percent-today-here-is-what-happened/chD12IhR33V">Youxin Technology Stock Soared 68% Today – Here’s What Happened</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Micron Stock Draws Investor Attention As Wall Street Praises Q4 Print, Outlook

Piper Sandler lifted its price target to $200 from $165, citing Micron’s earnings and forward outlook topped forecasts, driven by solid DRAM demand and stronger-than-expected gross margins. 

Micron Technology, Inc. (MU) shares climbed nearly 2% early premarket on Wednesday, as investors gradually warmed to the quarterly numbers from the memory chipmaker after their initial tepid reaction.Tech venture capitalist and Deepwater Asset Management Managing Partner Gene Munster said Micron’s fourth-quarter results for the fiscal year 2025 reinforced the fact that the artificial intelligence (AI) revolution is alive and kicking. He attributed the muted after-hours reaction to the positive earnings to&nbsp;<a href="https://stocktwits.com/symbol/MU">Micron’s stock</a> rally (+98%) this year and investors baking in a strong performance after the mid-August positive preannouncement.&nbsp;Munster also noted that Micron’s first-quarter revenue guidance of $12.50 billion, plus or minus $300 million, suggests 43% year-over-year (YoY) growth, slower than the fourth-quarter’s 46% increase.The tech analyst clarified that the 43% YoY growth Micron guided comes against a tough comparison with the first quarter of 2024, when revenue climbed 80%. “This speaks ultimately to the AI train just keeps rolling,” he said, adding that MU’s results, particularly its guidance, are a further validation that we remain early.Munster commended the company’s positive margin performance, which underscored the strength of the demand environment.On Stocktwits, retail sentiment toward Micron stock rose to the highest this year (93/100) by early Wednesday, suggesting an ‘extreme bullish’ mood.&nbsp;<figure class="image"><img style="aspect-ratio:615/54;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_23_at_10_05_22_PM_png_9c27bfb481.webp" alt="Screenshot 2025-09-23 at 10.05.22 PM.png" width="615" height="54"><figcaption>MU sentiment and message volume as of 4:10 a.m. ET, Sept. 24 | source: Stocktwits</figcaption></figure>The company’s forward price-earnings (P/E) multiple is 10.7 times, suggesting that the valuation is attractive, especially for a high-growth company with exposure to AI. According to hedge fund manager Ryan Lee, the stock remains undervalued.Micron reported record revenue for the fourth quarter, with both top- and bottom-line results exceeding expectations and guidance above the consensus. Micron CEO Sanjay Mehrotra said the company remains uniquely positioned to capitalize on the opportunities presented by AI.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/can-big-bear-stock-extend-its-hot-9-day-winning-streak/chDKHdoR3dA">Can BigBear Stock Extend Its Hot 9-Day Winning Streak? Here’s What Retail Traders Think</a>

 The logo for Micron Technology is posted at their headquarters on June 25, 2025 in San Jose, California. 

Micron Stock Rises Premarket: Guidance Shows ‘AI Train Just Keeps Rolling,’ Says Munster After Stellar Q4

Munster commended the company’s positive margin performance, which underscored the strength of the demand environment.

 Why Micron’s Stock Is Rising In Premarket Today

Munster commended the company’s positive margin performance, which underscored the strength of the demand environment.


Current Price	$268.83
Prev Close	$268.24
Open	$268.53
Dividend Yield	N/A
50-Day Moving Average	$249.96
Beta	N/A
Avg. Volume	5.86M
PE Ratio	N/A

52-Week High	$272.13
52-Week Low	$148.31
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A
Enterprise Value/EBITDA	N/A

SOXX
iShares Semiconductor ETF

Feed

News

Sentiment

Fundamentals

Info

Latest SOXX News

SOXX iShares Semiconductor ETF