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$SWEAT is the beating heart of the Movement Economy—a groundbreaking token that transforms physical activity into real-world value. Minted through movement, $SWEAT rewards your steps with a crypto asset that you can earn, trade, or grow. The team states that their app has increased their users’ physical activity by an average of 20%, creating a healthier society and reducing burdens on global healthcare systems. With over 20 million holders, SWEAT is eliminating barriers and making Web3 accessible to everyone, one step at a time.

Sweat Economy

Sweat Economy (SWEAT) is trending as a comprehensive token analysis highlights recent scarcity boosts from token burns, its expanding utility as a multi-chain "universal gas token," and growing Web3 gaming features. The community actively discusses its unique "move-to-earn" model, expressing long-term optimism for its potential as a reward for physical activity.

GRAIL, Inc. operates as a commercial-stage healthcare company, which engages in the development of a technology for early detection of cancer. It utilizes machine learning, software, and automation to detect and identify multiple deadly cancer types in earlier stages. The company was founded by Jeffrey T. Huber, William H. Rastetter, Mostafa Ronaghi, and Richard D. Klausner on September 11, 2015 and is headquartered in Menlo Park, CA.

GRAIL Inc.

GRAIL (GRAL) is sharply trending downwards following news that its NHS-Galleri cancer screening trial missed a primary endpoint, sparking intense community debate between investors who view the significant sell-off as an overreaction given other positive trial data and institutional backing, and those who foresee further declines due to the trial's failure.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending due to recent European approval for Anktiva, along with a significant distribution partnership, and a new US FDA submission, which has intensified community speculation about a looming short squeeze. Investors are actively discussing Dr. Pat's hints regarding massive global collaborations and Anktiva's potential for broader therapeutic applications, leading many to believe shorts are facing an unstoppable force.

Tandem Diabetes Care, Inc. engages in the design, development, and commercialization of products for people with insulin-dependent diabetes. Its products include Tandem Mobi System and t:slim X2 Insulin Pump. The company was founded by Paul M. DiPerna on January 27, 2006 and is headquartered in San Diego, CA.

Tandem Diabetes Care Inc

Tandem Diabetes Care is a focus of discussion following its recent earnings, which generated mixed reactions among the community despite reported beats on some metrics, and is further driven by anticipation for its Control-IQ+ technology and strategic partnerships with Abbott. Many investors see the stock as undervalued given these developments and its efforts to enhance competitiveness in the evolving diabetes management sector.

NEAR Protocol is the blockchain for AI. A high-performance, AI-native platform built to power the next generation of decentralized applications and intelligent agents. It provides the infrastructure AI needs to transact, operate, and interact across Web2 and Web3. NEAR combines three core elements: User-Owned AI, which ensures agents act in users’ best interests; Intents and Chain Abstraction, which eliminate blockchain complexity for seamless, goal-driven transactions across chains; and a sharded blockchain architecture that delivers the scalability, speed, and low-cost execution needed for real-world AI and Web3 use. This integrated stack makes NEAR the foundation for building secure, user-owned, AI-native applications at internet scale.

Near

NEAR Protocol is currently trending due to its deep integration with AI, highlighted by joining the NVIDIA Inception Program, and advancements in cross-chain capabilities via NEAR Intents. The community is actively discussing its robust fundamentals, recent tokenomics adjustments, and notable institutional interest, including Grayscale's S-1 filing for a NEAR Trust, driving accumulation debates among investors.

Pull your BankrWallet out of the Terminal and into the browser to use with Any Dapp, just like Metamask!

BankrWallet

BankrWallet ($BNKRW) is trending due to the recent launch of its open-source browser extension, offering MetaMask-like functionality within the Coinbase BASE ecosystem and live on Solana. The community is actively discussing its significant upside potential, with many urging early investment ahead of anticipated catalysts, including developer Apoorveth's upcoming discussions.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

KLAR is trending due to a steep stock decline following its Q4 earnings report, which showed a net loss driven by significantly increased credit loss provisions despite strong revenue growth. The community is divided, with many bears questioning the long-term viability and profitability of the "Buy Now, Pay Later" model, while some bulls contend the market is overreacting to accounting technicalities and see potential in the company's expanding user base and strategic partnerships.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is trending following management's CAGNY conference updates on significant distribution and shelf space gains, as community discussion remains sharply divided between strong growth projections and persistent concerns about CEO communication and a potential low-ball PepsiCo acquisition.

Newmont Corp. engages in the exploration and acquisition of gold properties, containing copper, silver, lead, zinc or other metals. It operates through the following geographical segments: Canada, Mexico, Suriname, Argentina, Peru, Australia, Papua New Guinea, Ghana, and U.S. The company was founded by William Boyce Thompson on May 2, 1921 and is headquartered in Denver, CO.

Newmont Corp

Newmont is trending after its Q4 earnings beat on revenue, EPS, and delivered record free cash flow. However, mixed reactions to 2026 gold production guidance, higher costs, and the dividend payout have fueled volatile discussions among investors, who are debating whether the dip presents a buying opportunity amid the strong gold market.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as the community eagerly anticipates the BLA resubmission for its Duchenne Muscular Dystrophy therapy, Deramiocel, expected by month-end after strong Phase 3 data. Investors are noting increasing institutional interest and potential regulatory shifts, positioning the stock as a compelling, undervalued biotech play amidst broader market rotations.

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<ul class="summary-bullets"><li>The loan to Crusoe, arranged by Goldman Sachs, will be secured by AMD’s chips and related equipment.</li><li>As part of the deal, AMD has agreed to lease back the processors if Crusoe cannot secure sufficient demand from customers like AI developers, as per the report.&nbsp;</li><li>Nvidia is a key investor in Crusoe, having participated in its Series D funding round in 2024, and in its Series E round in October 2025.</li></ul>Advanced Micro Devices Inc. (AMD) is reportedly gearing up to guarantee up to a $300 million loan for artificial intelligence infrastructure startup Crusoe.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/amd-backstop-300-million-crusoe-loan-following-nvidia-playbook">report</a> from The Information, which cited people familiar with the matter, the deal will allow Crusoe to buy AMD’s AI chips and deploy them in a new Ohio data center.This is reminiscent of Nvidia Corp.'s (NVDA) financial play in Crusoe and other startups to boost sales.<h2 class="st-heading-2">Deal Details</h2>Crusoe will install AMD’s chips in an Ohio data center that 5C, a Canadian developer backed by Brookfield, is building, as per the report.As part of the deal, AMD has agreed to lease back the processors if Crusoe cannot secure sufficient demand from customers like AI developers. The loan to Crusoe, arranged by Goldman Sachs, will be secured by AMD’s chips and related equipment, the report said.AMD’s backstop will help Crusoe secure a lower rate of interest on the loan, at about 6%. Crusoe is expected to spend $4 billion a year over the next decade, The Information reported.<h2 class="st-heading-2">Crusoe-Nvidia Connection</h2>Crusoe partners with Nvidia to build, own, and operate high-performance data centers. Crusoe’s 1.2-gigawatt AI data center campus in Abilene, Texas, for the Stargate project, is designed to host thousands of Nvidia's GPUs.Meanwhile, Nvidia is also a key investor in the AI startup. The company participated in Crusoe’s $600 million Series D funding round in late 2024, and subsequently in its $1.375 billion Series E round in October 2025, which pushed Crusoe's valuation to over $10 billion.Crusoe is an AI infrastructure company that builds and operates energy-efficient data centres and a cloud platform for AI workloads. The company uses a vertically integrated model, including sourcing power, constructing AI-optimized facilities, and providing high-performance cloud services, to help companies train and run AI systems at scale.Apart from being an Nvidia-preferred partner, Crusoe also partners with OpenAI, and Oracle Corp. (ORCL).<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AMD">AMD shares</a> was in the ‘bearish’ territory over the past 24 hours amid ‘low’ message volumes.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA/">NVDA shares</a> was also in the ‘bearish’ territory over the past 24 hours amid ‘normal’ message volumes.Shares of AMD have gained more than 76% in the past year, while shares of NVDA have climbed more than 34% in the same time.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/figma-q4-results-beat-street-expectations-so-why-are-analysts-slashing-targets/cZRk5KmR4De">Figma Q4 Results Beat Street Expectations, So Why Are Analysts Slashing Targets?</a>

In this photo illustration, a AMD logo seen displayed on a smartphone screen. 

AMD Mirrors Nvidia Strategy With $300M Crusoe Backstop Deal: Report

 According to a report from The Information, which cited people familiar with the matter, the deal will allow Crusoe to buy AMD’s AI chips and deploy them in a new Ohio data center. 

Equity

According to a report from The Information, which cited people familiar with the matter, the deal will allow Crusoe to buy AMD’s AI chips and deploy them in a new Ohio data center. 

<ul class="summary-bullets"><li>Morgan Stanley noted that ownership of large-cap tech has fallen to its lowest point in 17 years.</li><li>Analyst Erik Woodring said Nvidia’s gap between its S&amp;P 500 allocation and active fund ownership was 2.57%.</li><li>The firm stated that other tech giants, such as Apple, Microsoft, and Amazon.com, also lag.</li></ul>Morgan Stanley reportedly highlighted that mega-cap technology stocks are among the most under-owned names among institutional investors, with Nvidia Corp. (NVDA) emerging as the leader in this category.According to an Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investing.com/news/stock-market-news/this-is-the-most-underowned-megacap-tech-stock-according-to-morgan-stanley-4510558">report</a>, reviewing fourth-quarter 13F filings, Morgan Stanley noted that ownership of large-cap tech has fallen to its lowest point in 17 years, with the gap against the S&amp;P 500 benchmark widening to -155 basis points by quarter-end.<h2 class="st-heading-2">Nvidia Tops the Under-Owned List</h2>Morgan Stanley analyst Erik Woodring said Nvidia has the largest shortfall between its S&amp;P 500 allocation and active fund ownership, trailing by 2.57%, according to the report.&nbsp;Nvidia “remains the most under-owned large-cap tech stock,” said&nbsp;Woodring.&nbsp;Other tech giants like Apple Inc. (AAPL), Microsoft Corp. (MSFT), and Amazon.com Inc. (AMZN) also lag, with gaps of 2.16%, 2.13%, and 1.37%, respectively.<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> traded over 2% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock changed to ‘bearish’ from ‘extremely bearish’ territory the previous day. Message volume shifted to ‘normal’ from ‘low’ levels in 24 hours.&nbsp;Woodring highlighted a clear trend of funds favoring AI-related hardware and semiconductor companies over software stocks.&nbsp;<h2 class="st-heading-2">Meta Deepens Nvidia Partnership&nbsp;</h2>On Tuesday, Meta Platforms Inc. (META) announced a multi-year strategic partnership with Nvidia to ramp up its AI infrastructure and enhance performance across its global data centers.The collaboration will deploy Nvidia’s advanced GPUs, networking solutions, and software tools to optimize AI training and inference workloads.&nbsp;Big tech&nbsp;companies like Alphabet (GOOG, GOOGL), Microsoft, Meta, and Amazon.com are investing heavily to secure advantages in computing power and AI capabilities, thereby keeping Nvidia in a leading position for AI-related infrastructure.&nbsp;In early February, Ross Gerber, CEO and co-founder of Gerber Kawasaki Wealth and Investment Management, had indicated that the next three years will see fierce battles in hardware, as companies strive to establish dominant positions in AI technology.NVDA stock has gained over 32% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-mister-car-wash-stock-surge-pre-market-today/cZR0pwER4v5">Why Did Mister Car Wash Stock Surge 15% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The NVIDIA logo appears on a smartphone screen with a GeForce GPU in the background, illustrating branding and technology context.

Nvidia Leads Most Under-Owned Mega-Cap Tech Stocks, Says Morgan Stanley: Report

According to an Investing.com report, Morgan Stanley noted that Nvidia has the largest shortfall between its S&P 500 allocation and active fund ownership.

<ul class="summary-bullets"><li>Summit Insights expects technology shifts across AI, smartphones, PCs, and IoT to drive logic/foundry and DRAM investment in 2026.</li><li>KeyBanc maintained an ‘Overweight’ rating and raised the price target to $450 from $380.</li><li>Applied’s CEO, Gary Dickerson, expects the global semiconductor industry revenue to reach $1 trillion by 2026.</li></ul>Shares of Applied Materials Inc. (AMAT) surged over 11% in pre-market trading on Friday after a wave of bullish brokerage calls, driven by the company’s stronger-than-expected second-quarter earnings forecast and a record quarterly revenue from its dynamic random access memory (DRAM) segment.If pre-market gains hold through the opening bell, <a href="https://stocktwits.com/symbol/AMAT">AMAT shares</a> could climb to record highs.<h2 class="st-heading-2">Applied Materials Expects Q2 Earnings Growth</h2>Applied Materials expects second-quarter (Q2) revenue of about $7.65 billion, plus or minus $500 million, and well above the $7.02 billion that analysts had projected, according to Fiscal.ai data. In the same quarter last year, the company reported a revenue of $7.10 billion. The company also guided for earnings per share of $2.64, topping Street estimates of $2.28.For Q1, revenue slipped 2% to $7.01 billion but still beat expectations of $6.88 billion, while earnings came in at $2.38 per share, above the $2.21 forecast. DRAM revenue surged 34%.Meanwhile, President and CEO Gary Dickerson said on Thursday that he expects global semiconductor industry revenue to reach $1 trillion by 2026, several years earlier than previously forecast.<h2 class="st-heading-2">Summit Sees Applied And Broader Semicap Sector To Outperform This Year</h2>Summit Insights raised Applied Materials’ rating to ‘Buy’ from ‘Hold’, according to The Fly. The firm expects technology shifts across artificial intelligence, smartphones, PCs, and the Internet of Things (IoT) to drive logic/foundry and DRAM investment in 2026, with AI-driven wafer fabrication equipment demand potentially extending into early 2027.While some uncertainty remains around spending at mainstream nodes, the analyst believes Applied Materials’ strong presence in faster-growing markets could help both the company and the broader semiconductor capital equipment sector outperform chip peers in 2026.Meanwhile,&nbsp;KeyBanc maintained an ‘Overweight’ rating and raised the price target to $450 from $380, implying around 37% upside from Thursday’s closing price of $328.4. Analyst Steve Barger added that the main takeaway from the earnings was that AI has sparked a long-term growth cycle, giving the company an unusually strong visibility into future demand.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits flipped to ‘extremely bullish’ from ‘bearish’ a day earlier, amid ‘extremely high’ message volumes.<img src="https://news.stocktwits-cdn.com/AMAT_jpg_93d40c9233.webp" alt="AMAT.jpg">One bullish user expects the stock to surge to $500.<stembedurl>https://stocktwits.com/GiovanniMussi/message/644873065</stembedurl>The stock has gained nearly 37% so far in 2026.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/rivian-rivn-stock-surges-analyst-upgrades-q4-earnings/cZR5pRjR4sA">RIVN Stock Surges 20% Pre-Market On Upgrade: Analysts See Edge With Rivals ‘Slow-Walking’ EV Transition</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an Applied Materials, Inc logo seen displayed on a tablet.

AMAT Stock On Track To Open At An All-Time High –  This Analyst Sees A Potential 37% Upside For The Shares

Brokerages turned bullish after the company issued a stronger-than-expected second-quarter earnings outlook and reported record quarterly revenue from its DRAM segment.

<ul class="summary-bullets"><li>The company also forecast earnings per share of about $2.64, significantly higher than street estimates of $2.28.&nbsp;</li><li>Gary Dickerson, President and CEO of the company, said that the strong performance and future outlook are fueled by accelerating investments in AI computing.&nbsp;</li><li>The company’s CFO, Brice Hill, added that Applied Materials expects to grow its semiconductor equipment business by over 20% in the calendar year.</li></ul>Shares of Applied Materials Inc. (AMAT) rallied nearly 13% on Thursday after the company posted first-quarter (Q1) 2026 earnings results and outlook that beat Wall Street expectations.Gary Dickerson, President and CEO of the company, said that the strong performance and future outlook are fueled by accelerating investments in artificial intelligence computing.“The race to build out AI infrastructure is driving unprecedented spending on semiconductors, semiconductor manufacturing capacity and research and development,” Dickerson said in a call with analysts.He also said that he believes revenues in the global semiconductor industry are poised to hit $1 trillion in 2026, several years ahead of prior predictions. The company’s CFO, Brice Hill, added that Applied Materials expects to grow its semiconductor equipment business by over 20% in the calendar year, signaling that the second half will be higher.<h2 class="st-heading-2">Earnings Snapshot</h2>Although the company’s revenue declined 2% to $7.01 billion in the quarter, it came in higher than analysts’ expectations of $6.88 billion, according to data from Fiscal.ai. Applied Materials also posted earnings per share of $2.38, compared to street expectations of $2.21.Meanwhile, the largest American supplier of chipmaking gear, forecast revenues for the second-quarter (Q2) at about $7.65 billion, with a margin of $500 million on either side. Analysts had estimated about $7.02 billion on average, as per Fiscal.ai data.The company also forecast earnings per share of $2.64&nbsp;&nbsp;&nbsp;&nbsp;with a margin of $0.20 on either side, significantly higher than street estimates of $2.28.<h2 class="st-heading-2">Semiconductor Boost</h2>Management at Applied Materials said that the company’s upbeat outlook is driven primarily by accelerating AI infrastructure investment, which is reshaping semiconductor spending toward leading-edge logic, DRAM (especially high-bandwidth memory), and advanced packaging.In leading-edge logic, the transition to gate-all-around architectures is expanding its market opportunities. In memory, AI demand is boosting HBM, which requires three to four times more wafer starts per bit than standard DRAM and increasing stack heights. Advanced packaging, particularly HBM and 3D chiplet stacking, is among the company’s fastest-growing segments.Applied Materials also highlighted its number-one positions in key process technologies and added that it expects new product launches, including e-beam and deposition systems, to contribute meaningfully to growth.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AMAT">AMAT shares</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.One user praised the company’s earnings beat, adding that semiconductors are back.<stembedurl>https://stocktwits.com/RazorbackAJ/message/644864823</stembedurl>&nbsp;Another bullish user predicted the company’s shares would rise to $400 soon. Shares of AMAT were trading around $370.89 at the time of writing.<stembedurl>https://stocktwits.com/skyzhangty/message/644857360</stembedurl>&nbsp;AMAT stock has risen over 81% 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/lunr-stock-is-reportedly-a-buy-at-deutsche-bank-despite-retail-doubt/cZRTrE5R4rq">LUNR Stock Is Reportedly A ‘Buy’ At Deutsche Bank Despite Retail Doubt — Here’s Why</a>

Applied Materials logo is displayed on a smartphone screen in front of a stock chart, on February 10, 2025, in Chongqing, China.

AMAT Shares Surge After-Hours On Blowout Earnings — CEO Says Global Semiconductor Industry Revenues To Hit $1T In 2026

Applied Materials forecast revenues for Q2 at about $7.65 billion, beating analyst expectations of $7.02 billion on average, as per Fiscal.ai data. 

<ul class="summary-bullets"><li>The order is tied to next-generation artificial intelligence chips destined for large-scale data centers.&nbsp;</li><li>The tools will be used to qualify and stress-test the new custom AI accelerator before it is deployed in data center environments.&nbsp;</li><li>Shipments of the systems, along with turnkey burn-in modules and chip-specific sockets, are slated for delivery in the summer of 2026.</li></ul>Aehr Test Systems (AEHR) announced on Wednesday that it has received a purchase order covering several of its Sonoma ultra-high-power package-level test and burn-in systems.The order is tied to next-generation artificial intelligence chips destined for large-scale data centers.&nbsp;<h2 class="st-heading-2">Initial Production Order</h2>The semiconductor equipment supplier said the win comes from its primary production customer and centers on burn-in testing for a more powerful AI processor designed for both training and inference workloads.The tools will be used to qualify and stress-test the new custom AI accelerator before it is deployed in data center environments. Shipments of the systems, along with turnkey burn-in modules and chip-specific sockets, are slated for delivery in the summer of 2026.Following the update,&nbsp;<a href="https://stocktwits.com/symbol/AEHR">AEHR stock</a> traded over 15% higher in Wednesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock shifted to ‘neutral’ from ‘bearish’ territory the previous day amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">Order Momentum</h2>Aehr described the buyer as a major hyperscale datacenter operator.&nbsp;<blockquote>“This customer’s current-generation AI processor is already ramping in volume production today, and they are forecasting a very large expansion of Sonoma system purchases for that device in the second half of calendar 2026 and continuing into 2027.”-Gayn Erickson, President and CEO, Aehr Test Systems</blockquote>Erickson added that the company expects future system orders to coincide with large-scale production of the new processor, thereby increasing its installed equipment and ongoing sales with this customer.AEHR stock has gained over 160% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/centrus-taps-fluor-for-major-ohio-uranium-expansion-amid-nuclear-fuel-push/cZb6QBwR4qZ">Centrus Taps Fluor For Major Ohio Uranium Expansion Amid Nuclear Fuel Push</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the AEHR Test Systems logo is displayed on a smartphone screen, on April 6, 2025, in Chongqing, China. 

AEHR Stock Surged 15% Pre-Market Today — What’s Fueling The Rally?  

The company has bagged a purchase order for its Sonoma ultra-high-power package-level test and burn-in systems.

Traders work on the floor of the New York Stock Exchange.

WDC, SNDK, STX Stocks Lead Memory Chip Dip Despite Soaring Prices: Is AI Rally Stalling?

Western Digital shares declined 8.2% on Tuesday, while Seagate shares dropped 6.8% and Micron shares dropped 2.7%.

<ul class="summary-bullets"><li>The company posted Q4 revenues of $1.53 billion, in line with street expectations, based on data from Fiscal.ai.</li><li>The company posted diluted earnings per share of $0.64, higher than street expectations of $0.62.</li><li>In an earnings call with investors, ON Semiconductor said that artificial intelligence data centers are emerging as a key growth driver for the company.</li></ul>Shares of ON Semiconductor Corp. (ON) declined nearly 6% after-hours on Monday after the company reported fourth-quarter (Q4) 2025 results and projected guidance for the upcoming quarter largely in line with expectations.ON Semiconductor posted Q4 revenues of $1.53 billion, about 11% lower than the same period last year, but in line with street expectations, based on data from 29 analysts on Fiscal.ai.The company posted diluted earnings per share of $0.64, marginally higher than street expectations of $0.62, as per Fiscal.ai data.<h2 class="st-heading-2">2025 Highlights</h2>In 2025, ON Semiconductor reported cash from operations of $1.8 billion and free cash flow of $1.4 billion, achieving a record-high free cash flow margin of 24%.In Q4, the company also announced a new share repurchase program of up to $6 billion over the next three years.“We remained disciplined in our execution and met expectations in the fourth quarter as we saw increasing signs of stabilization in our key markets,” said Hassane El-Khoury, President and CEO at the company.“We continue to invest in intelligent power and sensing technologies that position us to win in the most critical technology transitions shaping our industry," El-Khoury added.<h2 class="st-heading-2">AI Data Centers</h2>In an earnings call with investors, ON Semiconductor said that artificial intelligence data centers are emerging as a key growth driver from the company, after having generated more than $250 million in revenue in 2025 amid accelerating demand for AI compute infrastructure.The management also added that AI was one of the fastest-scaling growing opportunities for the company due to strong customer interest in higher-voltage power architectures and rising design activity.“AI data center is increasingly becoming a meaningful growth engine for the company,” El-Khoury said to investors.<h2 class="st-heading-2">Q1 2026 Guidance</h2>Meanwhile, the semiconductor company projected revenues between $1.435 billion and $1.535 billion for the first quarter of 2026, with the midpoint of $1.49 billion of the estimate coming in lower than street expectations of $1.5 billion.The company also said it estimates EPS for the upcoming quarter to be between $0.56 and $0.66 per share, with the mid-point coming in line with street estimates of $0.61 per share.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ON">ON shares</a> jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.Shares of ON have climbed over 38% 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/what-is-benchmark-outlook-on-pagaya-after-its-q4-results/cZbvaqlR4oo">What Is Benchmark’s Outlook On Pagaya After Its Q4 Results?</a>

In this photo illustration, the Onsemi (ON Semiconductor Corporation) logo is seen on a smartphone and in the background. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Why Are ON Shares Falling After-Hours Today?

ON Semiconductor Corp. projected revenues between $1.435 billion to $1.535 billion for the first quarter of 2026, with the midpoint coming in lower than street expectations of $1.5 billion. 

<ul class="summary-bullets"><li>The stock price decline was amplified by a global selloff in software shares, as investors kept pulling back amid concerns about challenges posed by the rise of artificial intelligence.</li><li>According to a Reuters report, Nvidia CEO Jensen Huang countered the growing investor anxiety that AI is undermining the global software industry.</li><li>The bulk of the increased capital expenditures by tech companies is expected to support AI infrastructure, where Nvidia’s chips play a central role.</li></ul>Nvidia Corp. (NVDA) has become one of the most closely watched names on Friday as the stock looks to end a five-day losing streak, which was amplified by a global selloff in software stocks.The decline reflects sector-wide caution rather than company-specific news, as investors kept pulling back from sectors they think are increasingly challenged by the rise of artificial intelligence.<h2 class="st-heading-2">CEO’s Pushback On AI Fears&nbsp;</h2>According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/nvidias-huang-dismisses-fears-ai-will-replace-software-tools-stock-selloff-2026-02-04/">report</a>,&nbsp;On Wednesday, Nvidia CEO Jensen Huang countered the growing investor anxiety that AI is undermining the global software industry, saying the fear misunderstands how AI systems actually function."There's this notion that the tool in the software industry is in decline, and will be replaced by AI. It is the most illogical thing in the world, and time will prove itself," said Huang.Another factor clouding the AI bellwether’s outlook is the growing push by tech companies to develop their own AI processors, directly challenging NVIDIA’s core products.<a href="https://stocktwits.com/symbol/NVDA">Nvidia's stock</a> traded over 2% higher in Friday’s premarket.&nbsp;<h2 class="st-heading-2">&nbsp;Big Tech Spending Fuels Optimism</h2>Supporters of the bullish case point to aggressive capital expenditure plans by major technology companies to build out data centers and AI infrastructure, which are expected to drive long-term demand for high-performance chips and eventually benefit Nvidia.&nbsp;On Thursday, Amazon (AMZN) revealed plans to sharply increase capital expenditures, amounting to about $200 billion in 2026. The bulk of that investment is expected to support cloud infrastructure and artificial intelligence initiatives, areas where Nvidia’s chips play a central role.What Are Stocktwits Users Saying?On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_06_054459_png_e0a7b9095b.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 5:30 a.m. ET on Feb. 6, 2026 | Source: Stocktwits" width="936" height="101"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 5:30 a.m. ET on Feb. 6, 2026 | Source: Stocktwits</figcaption></figure>A bullish user said Nvidia is at the center of the massive AI investments and that ‘the next growth wave is unfolding now.’&nbsp;<stembedurl>https://stocktwits.com/Tom2772/message/644246656</stembedurl>NVDA stock has gained over 33% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-bnai-stock-soar-pre-market-today/cZbZIyUR4Vi">Why Did BNAI Stock Soar 44% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Nvidia Looks To End A Five-Day Losing Streak – Retail Believes ‘The Next Growth Wave Is Unfolding Now’

Supporters of the bullish case point to aggressive capital expenditure plans by major technology companies, which they believe will eventually benefit Nvidia. 

<ul class="summary-bullets"><li>New Street analyst Pierre Ferragu upgraded Arm to ‘Buy’ from ‘Neutral’ with a $145 price target, representing an upside of about 28.6% compared to current trading levels of $112.78 at the time of writing.&nbsp;</li><li>Ferragu said that Arm reported a 4% royalty beat in fiscal Q3 and that is what really matters, the analyst told investors, according to TheFly.&nbsp;</li><li>RBC Capital analyst Srini Pajjuri cut the company’s price target to $130 from $140 while maintaining an ‘Outperform’ rating on the shares.</li></ul>Arm Holdings Plc. (ARM) stock was in the spotlight on Thursday as the company received attention from Wall Street analysts after posting third-quarter (Q3) 2025 earnings on Wednesday.New Street, RBC Capital, Bank of America, and Mizuho were among analysts who revised their outlook and price targets on the firm.Shares of ARM gained over 7% on Thursday at the time of writing.<h2 class="st-heading-2">Street Consensus</h2>New Street analyst Pierre Ferragu upgraded Arm to ‘Buy’ from ‘Neutral’ with a $145 price target, representing an upside of about 28.6% compared to current trading levels of $112.78 at the time of writing.Ferragu said that Arm reported a 4% royalty beat in fiscal Q3 and that is "what really matters," the analyst told investors, according to TheFly. The analyst added that market fears of a weak 2026 for smartphones are "overdone" as the premium segment is unaffected, adding that the post-earnings pullback reflects temporary concerns about smartphones and creates an entry point, while the company’s datacenter segment will contribute meaningfully to growth.Meanwhile, RBC Capital analyst Srini Pajjuri cut the company’s price target to $130 from $140 while maintaining an ‘Outperform’ rating on the shares, as per TheFly. The analyst cited a slower Q4 royalty growth outlook, even though the management sounded confident about sustaining 20% growth in FY27, the analyst said in a research note, as per TheFly.BofA lowered Arm’s price target to $115 from $120 and maintained a ‘Neutral’ rating on the shares, citing the company’s results that showed in-line to modestly better-than-expected Q3 results and Q4 guidance.Mizuho also lowered the firm's price target to $160 from $190 and kept an ‘Outperform’ rating on the shares. The analyst said that it views Arm's growth as solid, and recommended buying the post-earnings pullback in the company’s shares.<h2 class="st-heading-2">Earnings Update</h2>Arm posted a 26% year-on-year growth in quarterly revenues, clocking $1.24 billion in Q3 2025, and beating street expectations of $1.23 billion. The company said that its royalty revenue increased 27% year-over-year due to growth across its target end markets such as artificial intelligence, data centers, smartphones, physical AI, and edge AI.The company reported adjusted profit of $0.43 per share, beating street consensus of $0.41 per share.Providing forward guidance, Arm said it expects Q4 revenues to come between $1.42 billion and $1.52 billion, compared to street expectations of about $1.44 billion on average.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ARM">ARM shares</a> jumped from ‘neutral’ to ‘extremely bullish’ territory over the past 24 hours. Meanwhile, message volumes increased from ‘high’ to ‘extremely high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_06_at_12_52_03_AM_png_3fc09073b9.webp" alt="Screenshot 2026-02-06 at 12.52.03 AM.png" width="1276" height="154"></figure>&nbsp;One bullish user said the company has value and reaches the world’s devices.<stembedurl>https://stocktwits.com/jjg111/message/644155887</stembedurl>&nbsp;Shares of ARM have declined by over 34% 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/michael-burry-flags-wording-methodology-updates-in-google-parent-alphabet-fresh-filing/cZbZQNwR4VU">Michael Burry Flags Wording, Methodology Updates In Google Parent Alphabet’s Fresh Filing</a>

In this photo illustration, the logo of Arm Holdings plc is displayed on a smartphone screen, with a stock market chart in the background.

ARM Shares Garner Street Attention After Q3 Earnings — What’s The Consensus?

New Street, RBC Capital, Bank of America, and Mizuho were among analysts who revised their outlook and price targets on Arm Holdings after it posted third-quarter (Q3) 2025 earnings on Wednesday. 

<ul class="summary-bullets"><li>Wells Fargo analyst Aaron Rakers cut his price target to $135 from $165 and emphasized ongoing memory supply concerns that are pressuring handset guidance.</li><li>Susquehanna analyst Christopher Rolland downgraded the stock to ‘Neutral’ from ‘Positive’, sharply lowering his price target to $140 from $210.</li><li>Bank of America pointed to continued weakness in the handset sector, noting that demand pressures appear both cyclical and structural.</li></ul>Qualcomm Inc. (QCOM) stock saw a slew of price target and rating changes from Wall Street as the chipmaker&nbsp;navigates headwinds in the memory market.For the second quarter (Q2), Qualcomm expects adjusted earnings per share (EPS) in the range of $2.45 to $2.65, and revenue between $10.2 billion and $11.0 billion, both below the analysts’ consensus estimate of $2.87 and $11.02&nbsp;billion, respectively, according to Fiscal AI data.&nbsp;<blockquote>“In the coming quarters, the handset industry will be constrained by the availability and pricing of memory, particularly DRAM.”-Cristiano Amon, President and CEO, Qualcomm</blockquote><h2 class="st-heading-2">Market Sentiment Shifts After Earnings And Headset Pressures</h2>JPMorgan analyst Samik Chatterjee trimmed the 12-month price target for Qualcomm to $185 from $195 while retaining an ‘Overweight’ rating on the stock, according to TheFly.&nbsp;&nbsp;The firm noted that management pointed to challenges in the wider smartphone industry as memory producers shift capacity toward high-bandwidth memory, tightening DRAM availability.Meanwhile, Wells Fargo analyst Aaron Rakers cut his price target to $135 from $165 and kept an ‘Underweight’ rating. The firm emphasized ongoing memory supply concerns that are pressuring handset guidance, as well as potential reductions in modem content with Apple’s iPhone lineup, a key driver of Qualcomm’s revenue.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://qualcomm">Qualcomm stock</a> traded over 7% lower by Thursday mid-morning. However, on Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_113000_png_73ca6c5d60.webp" alt="QCOM’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Feb. 5, 2026 | Source: Stocktwits" width="924" height="105"><figcaption>QCOM’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Feb. 5, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Susquehanna And Bank of America Downgrade Qualcomm</h2>Susquehanna analyst Christopher Rolland downgraded the stock to ‘Neutral’ from ‘Positive’, sharply lowering his price target to $140 from $210. Rolland said the firm is choosing to remain on the sidelines as Qualcomm navigates what he described as a “memory-related handset storm.”&nbsp;Bank of America downgraded Qualcomm to ‘Neutral’ from ‘Buy’ and slashed its price target to $155 from $215. The firm pointed to continued weakness in the handset sector, noting that demand pressures appear both cyclical and structural.QCOM stock has declined 20% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ross-gerber-warns-of-intense-hardware-battle-as-ai-spending-sparks-competition-among-tech-leaders/cZbZaDhR4Vr">Ross Gerber Warns Of Intense Hardware Battle As AI Spending Sparks Competition Among Tech Leaders</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The microchip maker Qualcomm company logo.  (Photo by Davide Bonaldo/SOPA Images/LightRocket via Getty Images)

Qualcomm Slides as Weak Q2 Outlook And Memory Market Headwinds Trigger Analyst Downgrades, Price Target Revisions

JPMorgan analyst Samik Chatterjee trimmed the 12-month price target for Qualcomm to $185 from $195 while retaining an ‘Overweight’ rating, citing challenges in the wider smartphone industry amid tightening DRAM availability. 

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