SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

What is Tron? Tron's mission is to build a truly decentralized internet and aims to be the largest blockchain-based operating system in the world, known as the TRON protocol. The TRON protocol will offer high scalability, high availability, and high throughput computing to serve decentralized applications via smart contracts. Ethereum EVM-based smart contracts will be compatible and deployable on the TRON network as such Solidity developers do not have to rewrite their applications.  Why Tron? Since TRON protocol does not rely on proof of work or mining, instead governed by nodes located around the world, it is decentralized while providing high throughput for transactions on the blockchain. This is suitable for dapps that require high speed transactions especially games. There are a number of tokens already issued on the TRON network and the decentralized exchanges TRX.market has launched.  On July 24th 2018, TRON acquired BitTorrent, one of the largest P2P file sharing protocol. As a result of the acquisition, BitTorrent Token (BTT) was launched as the cryptocurrency to power the economics on the BitTorrent network. The Token will be used to inceltivize file sharing and storage within the network.

Tron

Tron is trending amidst discussions about its potential Nasdaq listing via a reverse merger, alongside its existing ties to Rumble and Tether. Community members are weighing the potential benefits of increased exposure versus concerns about centralization and regulatory scrutiny. Ongoing developments with Keeta Network as a possible competitor are also being actively discussed.

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

Dog (Bitcoin)

$DOG.X is trending as a Bitcoin-secured meme coin, sparking community excitement around its potential to outperform competitors like $DOGE.X. Many believe its direct link to Bitcoin's blockchain and fair launch give it a unique advantage, fueling discussions about its role as a cultural and economic driver within the Runes ecosystem.

ZoraAI agents are designed to take the complexity out of everyday tasks, leaving you with more time and energy to focus on what matters most. With their powerful automation and adaptability, your life and work will become more efficient and effortless. With ZoraAI, you’re in control. The customizable agents feature lets you mix and match your favorite tools and capabilities from different agents to build one that’s perfectly tailored to your needs. Whether you want a multitasking powerhouse or a focused specialist, your personalized agent is designed to work exactly how you want it to—no coding required.

Zoracles

Zoracles ($ZORA.X) is trending as a social media token coin, newly listed on Coinbase, which is generating buzz among traders. The community is actively discussing its potential as the 'Instagram of crypto', focusing on its ability for creators to monetize content and the possibility of a significant price surge. Some traders are wary of pump and dump schemes, while others believe in its long-term potential and are closely watching resistance levels.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending as investors discuss its potential within the AI-driven marketing landscape and debate its current valuation. Community members are weighing positive earnings against a lawsuit and overall market conditions, with some anticipating a rise to the $20-$30 range while others remain skeptical. There's active discussion around institutional ownership, potential buybacks, and its competitive positioning against larger players like Salesforce.

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

Gyrodyne LLC

Shares of GYRO are trending due to a potential run driven by its low float and recent news regarding a land sale, which investors believe could significantly increase its NAV. The community is closely watching for a breakout, drawing comparisons to other low-float runners and discussing potential price targets amid building momentum. Some traders are drawn to the stock's meme potential given its name.

Numeraire

Numeraire is trending with community members highlighting its potential for significant gains, referencing a possible investment from a major US bank and the token's low circulating supply. Some traders are pointing to technical indicators like double bottom formations and unusual buying pressure, while others suggest it may be exhibiting pump and dump characteristics. The discussions also reflect interest in Numerai's integration with AI and decentralized finance.

VanEck ETF Trust - VanEck Gold Miners ETF

VanEck Gold Miners ETF

GDX is trending amid discussions of gold's potential rally and anticipation of upcoming earnings reports from gold miners. The community is weighing factors like central bank policies, inflation, and geopolitical tensions, with some predicting significant upside for gold and related assets. Technical analysis, particularly Elliott Wave patterns, is being used to gauge potential entry and exit points.

WorldFinancial

WorldFinancial (WLFI.X) is trending amidst community discussions about its potential and recent price volatility. Some traders are pointing to a task force and account freezes while others are speculating on future value based on reserves. Concerns around key figures like Justin Sun and his involvement are also being heavily discussed.

USELESS

$USELESS.X is gaining attention as community members discuss its potential for substantial gains, with some pointing to accumulation by whales. The coin's intentionally ironic name and the community's embrace of its 'uselessness' are also points of discussion.  Additionally, some users suggest that a similar coin, $GASH.X, may also see similar gains.

Sui is an innovative layer-1 blockchain platform crafted to meet the demands of global adoption, providing a secure, robust, and scalable development environment. Rooted in a unique object-centric data model and fortified by the trusted Move programming language, Sui is engineered to tackle the inefficiencies found in current blockchain frameworks.  In addition to its solid technical underpinnings, Sui places a strong emphasis on user experience, aiming to remove common barriers encountered in blockchain interactions. Through groundbreaking features such as zkLogin, sponsored transactions, and programmable transaction blocks, Sui sets a new standard for user accessibility and friendliness within Web3 applications.  Unique elements of Sui Sui’s innovative architecture ensures swift transactions with stable fees and high throughput through horizontal scaling. Its object-oriented design offers deep composability for developers, enabling tailored object types with network-wide compatibility. This revolutionizes asset and protocol collaboration, fostering product innovation.  The platform's object-oriented approach dramatically improves transaction processing, enabling parallel execution and faster completion times. Additionally, unique consensus requirements expedite transaction finalization while maintaining stability. Sui prioritizes overcoming Web3 adoption barriers, offering native tools like zkLogin and sponsored transactions for wallet onboarding and fee management.  Move integration into Sui's data model combines innovation with security, mitigating common exploits found in smart contract languages. This empowers developers and users with a secure and intuitive platform, accelerating the evolution of Web3 applications.  About the Sui token The SUI token serves four primary functions within the Sui ecosystem: Proof-of-stake participation - Sui implements a delegated proof-of-stake mechanism, rewarding honest behavior by validators and SUI token holders who stake with them. Gas fee payments - SUI tokens cover gas fees for executing transactions and storing data onchain. Application utility - SUI is a versatile asset, integral to various applications within Sui’s ecosystem, including decentralized exchanges, lending platforms, gaming, and more. Governance - The SUI token empowers holders to participate in on-chain voting on significant matters like protocol upgrades and platform changes, shaping the future of Sui.  Additionally, the Sui storage fund ensures fair compensation for validators by distributing stake rewards over time and covering storage costs for previously stored on-chain data. This tokenomic strategy promotes indefinite data storage while maintaining fair compensation for validators, fostering long-term sustainability.

SUI.X is trending as the community anticipates a potential breakout, fueled by discussions of new partnerships and increased adoption. Community members are actively comparing SUI to Solana, highlighting its unique architecture and scalability, while expressing excitement about its potential for growth. Speculation around institutional investment and upcoming catalysts like potential rate cuts are contributing to the positive sentiment.

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

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

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

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

Equity

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


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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Current Price	$247.05
Prev Close	$244.17
Open	$247.85
Dividend Yield	N/A
50-Day Moving Average	$244.46
Beta	N/A
Avg. Volume	5.86M
PE Ratio	N/A

52-Week High	$255.06
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

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