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NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike stock is facing significant downward pressure following an earnings report that highlighted a weak outlook and slower-than-expected turnaround in the China market, triggering a wave of analyst downgrades. Community discussion is heavily polarized between investors betting on a long-term 'buy the dip' opportunity for an iconic brand and those warning of a structural decline due to increased competition and shifting consumer preferences.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is currently trending as investors weigh its aggressive foundry expansion and capital structure moves against broader macroeconomic uncertainty driven by rising oil prices and geopolitical instability. The community remains deeply divided, with bulls pointing to the company's long-term manufacturing roadmap and potential for major customer announcements, while bears are focused on the stock's recent price volatility and sensitivity to regional tensions.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly (LLY) is trending following an FDA warning against telehealth companies for misleading marketing of compounded GLP-1 medications, a move that clarifies market expectations and increases regulatory scrutiny on the weight-loss drug space. The community is actively debating the stock's valuation, the long-term impact of potential pricing pressures, and the highly anticipated upcoming FDA approval for the company's oral obesity pill, orforglipron.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is capturing significant attention as investors speculate on upcoming cannabis rescheduling news and federal pilot programs, with sentiment sharply divided between those betting on a short squeeze and critics pointing to the company's fiscal history and management. The stock remains a high-volatility battleground where community discussions are currently fixated on potential catalysts like shifting FDA policies and the implications of the company's upcoming earnings release.

RH operates as a holding company which operates the business through its subsidiary Restoration Hardware, Inc. It offers furniture, lighting, textiles, bath ware, decor, outdoor and garden, as well as baby and child products. The company operates an integrated business with multiple channels of distribution including galleries, source books and websites. The company was founded by Stephen J. Gordon in 1980 and is headquartered in Corte Madera, CA.

RH - Ordinary Shares - Class A

Restoration Hardware

Restoration Hardware (RH) is experiencing extreme volatility as investors weigh the impact of ongoing tariff headwinds and a struggling housing market against the potential for a short squeeze. Market participants are heavily focused on the company's mixed earnings results and management's guidance, while the community remains sharply divided over the long-term viability of their luxury retail model in a high-interest rate environment.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology Inc. is seeing intense activity as traders debate whether recent volatility is a structural downturn or a massive buying opportunity driven by AI infrastructure demand. Community sentiment is sharply divided between bulls citing the stock's undervaluation and role in the AI memory cycle and bears warning of potential further downside as they analyze sector-wide trends.

Regencell Bioscience Holdings Ltd. is a early-stage bioscience company that focuses on research, development and commercialization of Traditional Chinese Medicine for the treatment of neurocognitive disorders and degeneration, specifically Attention Deficit Hyperactivity Disorder and Autism Spectrum Disorder. The company was founded by Yat-Gai Au on October 30, 2014 and is headquartered in Hong Kong.

Regencell Bioscience Holdings Ltd

Regencell Bioscience is attracting heavy retail attention as traders speculate on a potential short squeeze, citing its history as a volatile, low-float runner and tight share structure. While the community is sharply divided between bullish expectations of a parabolic move and warnings of a pump-and-dump scheme, discussions remain intensely focused on cost-to-borrow data and the stock's tendency for rapid, high-volume spikes.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is trending as the company receives FDA approval for a higher-dose version of Wegovy, a move aimed at boosting efficacy and strengthening its competitive standing in the GLP-1 weight-loss market. The community is actively debating the stock's long-term potential, with bulls pointing to the new FDA milestone and a robust pipeline, while others remain skeptical due to pricing pressures, intense competition from Eli Lilly, and recent volatility in the broader pharmaceutical sector.

SharonAI Holdings, Inc. engages in providing high-performance computing (HPC), artificial intelligence (AI), and cloud GPU compute infrastructure technologies. The company was founded on December 30, 2024 and is headquartered in New York, NY.

SharonAI Holdings Inc. - Ordinary Shares - Class A

SharonAI is trending following the announcement of a massive multi-year AI infrastructure contract, fueling intense community speculation about its low-float potential to trigger a significant short squeeze.

Omeros Corp. operates as a biopharmaceutical company. The firm engages in the discovery, development, and commercializing of both small-molecule and protein therapeutics for large market. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

Omeros Corp is trending as investors digest the commercial launch of Yartemlea and monitor the potential for near-term milestone payments from its multi-billion dollar partnership with Novo Nordisk. Community discussion remains heavily focused on the stock's significant short interest, with many retail shareholders expressing frustration over stagnant price action while others remain bullish on the long-term value of the company's pipeline and pending European regulatory developments.

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<ul class="summary-bullets"><li>MRVL jumped nearly 13%, while SNDK rose 11%.</li><li>President Donald Trump said the U.S. would end its military campaign in Iran in two to three weeks.</li><li>iShares Semiconductor ETF (SOXX), which tracks chip stocks, gained 3.1% – its sharpest rise in a month and a half.</li></ul>Semiconductor stocks rallied on Tuesday, led by Marvel Technologies and ON Semiconductor, after the U.S. signaled that the war in Iran could come to a close in the coming weeks.President Donald Trump&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/middle-east/trump-says-us-could-end-war-in-iran-two-three-weeks-2026-03-31/">said</a> during an Oval Office briefing on Tuesday that the U.S. could wrap up its military campaign within two to three weeks, triggering sharp gains in stocks across the board.The benchmark S&amp;P 500 gained 2.9%, its strongest single-day performance in over 10 months. The&nbsp;<a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF (SOXX)</a>, which tracks chip stocks, gained 3.1% – its sharpest rise in a month and a half.Gains were driven by a risk-on macro shift, fresh AI catalysts such as Nvidia’s $2 billion deal with Marvell, and quarter-end position squaring by investors.<a href="https://stocktwits.com/symbol/MRVL">Marvell shares</a> gained 12.8%. Nvidia has invested $2 billion in Marvell, the companies announced on Tuesday, as part of a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mrvl-stock-rallies-nvidia-investment-ai-infrastructure-partnership/cZEPvgNRIVg">tie-up</a> to integrate Marvell’s custom AI and networking chips with Nvidia’s processors and jointly develop new ones for data center use cases.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> gained 5.6%&nbsp;on Tuesday.<a href="https://stocktwits.com/symbol/ON">On Semiconductor</a> shares jumped 11.3%, their best in four months. Shares of Arm Holdings, which has seen renewed interest after&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/arm-holdings-lead-partner-meta-to-scale-agentic-ai-infrastructure-with-new-cpu/cZ3nY5eRI1g">unveiling</a> its first-ever in-house chip, gained 10.5%.&nbsp;After&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-sndk-wdc-stx-memory-chip-stocks-retreat-amid-google-s-turbo-quant-threat-broader-tech-selloff/cZEPkQzRINv">sharp declines</a> over the month, memory chip stocks also rebounded on Tuesday, with SanDisk jumping 11%, Seagate gaining 8%, and Western Digital 7.5%.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_01_at_9_32_16_AM_png_c3914af4ea.webp" alt="Screenshot 2026-04-01 at 9.32.16 AM.png" width="609" height="83"><figcaption>SOXX sentiment and message volume as of March 31 | Source: Stocktwits</figcaption></figure>On Stocktwits, the retail sentiment for SOXX shifted to ‘bullish’ from ‘neutral’ the previous day, with the sentiment improving for several key stocks like NVDA, MRVL, and NBIS.&nbsp;“It was the last day of the quarter, which means a lot of rebalancing by hedge funds, target date funds, etc. A lot of buying in tech today because they were out of whack after the down trend the last few months,” a user&nbsp;<a href="https://stocktwits.com/donttakemyadvice_/message/649132304">said</a>.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apld-iren-nbis-corz-ai-data-center-stocks-jump-sharply-as-trump-signals-exiting-iran-war/cZ7H3AtRIn5">APLD, IREN, NBIS, CORZ: AI Data Center Stocks Jump Sharply As Trump Signals Exiting Iran War</a>

The close-up view of a CPU socket on a computer motherboard. (Representative image courtesy of Narumon Bowonkitwanchai via Getty Images)

MRVL, ON, SNDK Lead Chip Stock Rally As Trump Signals Iran War Nearing End

Gains were driven by a risk-on macro shift, fresh AI catalysts like Nvidia’s $2 billion Marvell deal, and quarter-end position squaring by investors.

Equity

<ul class="summary-bullets"><li>Despite the selloff, retail users on Stocktwits remained ‘extremely bullish’ on the stock, citing earnings power and strong valuations.&nbsp;</li><li>Earlier this month, Micron faced a steep decline in share prices following a report from Google on new compression technology, TurboQuant, which is touted to reduce memory usage considerably.</li><li>Separately, U.S. President Donald Trump has also called Micron one of the “hottest” companies in the market.</li></ul>Shares of Micron Technology Inc. (MU) slipped more than 8% on Monday, the steepest slide since early February, amid a broader market selloff.The stock garnered significant retail attention on Stocktwits, with message volumes climbing more than 110% in the past 24 hours and in the ‘high’ territory, as per data from the platform on Monday.Despite the selloff, retail users on Stocktwits remained ‘extremely bullish’ on the stock, citing earnings power and strong valuations.<h2 class="st-heading-2">What Is Retail Saying?</h2>One bullish user noted that Micron’s forward price to earnings ratio was at 3.9, adding that the company’s shares were currently in a bargain territory.<stembedurl>https://stocktwits.com/optioned/message/648923291</stembedurl>&nbsp;Another user attributed the “brutal selloff” to the war in the Middle East and its broader impact on the market. The user added that they believe a turn in market sentiments would send the stock’s price soaring again.<stembedurl>https://stocktwits.com/gabbs/message/648953613</stembedurl>&nbsp;A third user said that while the company had reversed most of its year-to-date gains, it still seemed like a good ‘buy’.<stembedurl>https://stocktwits.com/MegaMoney21/message/648947324</stembedurl><h2 class="st-heading-2">&nbsp;</h2><h2 class="st-heading-2">Memory Concerns, Earnings Results</h2>Earlier this month, Micron faced a steep decline in share prices following a report from Google on new compression technology, TurboQuant, which is touted to reduce memory usage considerably, as well as speed up AI models, stoking concerns for memory demand.However, the company posted <a href="https://stocktwits.com/news-articles/markets/equity/micron-stock-dips-despite-blowout-q2-results/cZ37q2wRIW9">blowout quarterly results</a> on March 18, with revenue nearly tripling to $23.86 billion and earnings beating consensus estimates by a fair margin. The memory-chip maker also forecast revenue of about $33.5 billion, plus or minus $750 million versus street expectations of $22.48 billion, for the upcoming quarter.Separately, U.S. President <a href="https://stocktwits.com/news-articles/markets/equity/micron-stock-extends-slide-despite-hottest-company-nod-from-trump/cZ3uzd4RIlt">Donald Trump has also called Micron</a> one of the “hottest” companies in the market.<a href="https://stocktwits.com/symbol/MU">Micron shares</a> are up more than 276% in one year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Micron Technology, Inc. is displayed on a smartphone screen.

MU Stock Slides Most In Nearly 2 Months, Retail Suggests Buying The Dip

Micron Technology stock garnered significant retail attention on Stocktwits, with message volumes climbing more than 110% in the past 24 hours. 

<ul class="summary-bullets"><li>A U.S. district court has certified a class action lawsuit against Nvidia and CEO Jensen Huang over disclosures tied to crypto-related GPU sales.</li><li>The lawsuit alleges Nvidia understated the extent of gaming revenue linked to cryptocurrency mining between 2017 and 2019.</li><li>Plaintiffs argue that Nvidia’s stock decline in November 2018 reflected previously undisclosed crypto exposure.</li><li>Nvidia has maintained that crypto mining accounted for only a limited portion of its overall business.</li></ul>Nvidia (NVDA) and CEO Jensen Huang are facing renewed legal scrutiny after a U.S. federal judge certified a class action lawsuit accusing the chipmaker and Huang of misleading investors about how much of its gaming GPU revenue was driven by crypto mining between 2017 and 2019.According to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://storage.courtlistener.com/recap/gov.uscourts.cand.336305/gov.uscourts.cand.336305.288.0.pdf">filing</a>, a federal judge in California granted the plaintiffs’ motion for class certification. This allows investors to proceed collectively in pursuing claims that Nvidia failed to disclose the scale of crypto-related demand embedded within its gaming business and misled shareholders about exposure to cryptocurrency mining.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock&nbsp;</a>edged 0.1% lower in pre-market trade on Thursday amid weakness in the broader market. Retail sentiment around Nvidia on Stocktwits moved lower within ‘bearish’ territory over the past day, accompanied by chatter at ‘low’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_26_060844_png_96c7fe55d5.webp" alt="Screenshot 2026-03-26 060844.png" width="1363" height="130"><figcaption>NVDA retail sentiment and message volume on March 26 as of 6:05 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Nvidia Lawsuit Extends Eight-Year Run</h2>The lawsuit, first filed in 2018, alleges that Nvidia concealed more than $1 billion in GPU sales linked to cryptocurrency mining and that Huang downplayed the extent of that exposure. Plaintiffs argue that this led investors to underestimate the company’s vulnerability to swings in crypto demand.In the Wednesday order, U.S. District Judge Haywood S. Gilliam Jr. said Nvidia failed to demonstrate that its statements about crypto mining revenue had no impact on its stock price.After the case was initially&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/R21.htm">dismissed</a> in 2021, it was revived on appeal and later survived a challenge at the Supreme Court. The latest ruling now allows the case to proceed toward trial. Instead of individual investors chasing allegations separately, a class certification allows them to pursue claims collectively.<h2 class="st-heading-2">Dispute Over Role Of Crypto Mining In Nvidia’s Gaming Revenue</h2>Since the lawsuit was initially filed in 2018, Nvidia’s position has been that crypto mining represented a relatively small portion of its business and that mining-related demand was largely tracked outside its core gaming segment.However, according to the plaintiffs, a large portion of crypto-driven sales flowed through Nvidia’s GeForce gaming GPUs and was recorded within the gaming division, leaving the company more exposed to crypto market cycles than disclosed.The filing points to Nvidia cutting its guidance in August 2018 after citing excess inventory and a drop in crypto-related demand. It also noted that Nvidia’s chief financial officer, Colette Kress, said following November that gaming performance fell short due to the slower sell-through of “post crypto channel inventory” and delayed price normalization following a “sharp crypto falloff.”According to the complaint, Nvidia’s stock declined by about 28.5% over the two trading sessions following the November announcement, indicating a delayed recognition of the tech giant's cryptocurrency exposure. The certified class includes investors who purchased Nvidia shares between August 10, 2017, and November 15, 2018. A case management conference is scheduled for April 21, when the court is expected to outline the next steps.“Investors who purchased NVIDIA in the 2017-2018 timeframe have done incredibly well, as our corporate strategy unfolded as we consistently predicted. We will address the complaint in court," an Nvidia spokesperson told Stocktwits in a statement.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-of-ai-hits-4-month-high-after-early-uber-investor-predicts-200x-rally/cZ3Yvk1RISv">‘Bitcoin Of AI’ Hits 4-Month High After Early Uber Investor Jason Calacanis Predicts 200x Rally For TAO</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.Editor's Note: The story has been updated with a comment from Nvidia on the allegations.

Nvidia CEO Jensen Huang addresses participants at the keynote of CES 2025 in Las Vegas.

Nvidia, CEO Jensen Huang Face Certified Class Action Lawsuit Over Alleged $1B Crypto Revenue Misstatements

Allegations claim the tech giant masked the impact of crypto mining on GPU sales in 2017 and 2018.

Nvidia Hit With Certified Class Action Over Alleged $1 Billion Crypto Revenue Cover-Up

Cryptocurrency

<ul class="summary-bullets"><li>Barclays analyst Tom O'Malley raised the firm's price target on Arm to $200 from $165 and kept an ‘Overweight’ rating on the shares.</li><li>RBC Capital said that Arm’s much-anticipated full-chip strategy will complement its IP business.</li><li>Arm on Tuesday had announced that it is extending into&nbsp;the&nbsp;production of silicon products for the first time in its history.&nbsp;</li></ul>Shares of Arm Holdings (ARM) closed 16% higher on Wednesday as several analysts were buoyed by the company's outlook as well as its first company-designed data center CPU.&nbsp;Arm on Tuesday had announced that it is extending into&nbsp;the production of silicon products for the first time in its history with the launch of the Arm AGI CPU, an Arm-designed CPU for AI data centers, built to address a rising class of agentic AI workloads.Arm CEO Rene Haas reportedly told Bloomberg in an interview on Tuesday that the company expects its own chips business to generate about $15 billion in annual sales in five years. Meta Platforms (META) will be the first major customer for the company's new AGI CPU chip.<h2 class="st-heading-2">Bullish Wall Street</h2>Raymond James&nbsp;subsequently upgraded Arm to ‘Outperform’ from ‘Market Perform’ with a $166 price target. The firm cited the company's announced business model shift to include a fabless semiconductor element for the upgrade, per TheFly.&nbsp;Barclays analyst Tom O'Malley raised the firm's price target on Arm to $200 from $165 and kept an ‘Overweight’ rating on the shares. The "Arm Everywhere" event made it clear that CPUs play a very important role in agentic AI and the company's solution is the AGI CPU, which "plays to ARM's strength in energy efficiency," the analyst told investors.RBC Capital also raised the firm's price target on Arm to $175 from $130 and kept an ‘Outperform’ rating on the shares. The firm cited the company's much-anticipated full-chip strategy, which the management believes will complement its IP business, the analyst told investors in a research note. The strategy offers significant revenue growth and earnings potential over the long term but comes with gross margin dilution and channel conflict issues, RBC Capital added.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around ARM trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;Shares in the company have risen 39% so far in 2026.&nbsp;

The replica of the ARM is an electronic chip board during a collaborative ceremony launching a partnership between Malaysia and ARM Holdings in Kuala Lumpur, Malaysia, on March 5, 2025. 

Why Did Arm Stock Close 16% Higher Today?

Raymond James upgraded Arm to ‘Outperform’ from ‘Market Perform’ with a $166 price target. The firm cited the company's business model shift to include a fabless semiconductor element for the upgrade.

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

Nvidia Stock Is Facing Triple Pressure: Insider Selling, Weak Price Action, Senate Probe — Retail Mood Stays Gloomy

Nvidia shares rose 1% in overnight trading on Tuesday, after the U.S. indicated that it was negotiating with Iran to end the war.

Iran War Chokes Helium Supply: Are US Semiconductor ETFs at Risk?

Iran's strike on Qatar slashes helium supply, raising fears of chip disruption but also hinting at semiconductor ETF buying opportunities.

The Micron Technology Ink logo is displayed on a mobile phone with the company branding visible in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

MU Stock’s 25% Rally Hits A Wall: With Monster Results In Rear View, Analysts Debate Sustainability Of AI Memory Boom

Micron shares declined nearly 4% on Thursday, despite posting blowout earnings and a forecast the previous day, putting the brakes on a sharp rally in recent weeks.

At least 13 analysts increased their price targets on Micron shares. Details inside. 

Time for NVIDIA-Heavy ETFs?

NVIDIA???s China chip approval, $1T order outlook, and strong growth forecasts spotlight NVDA as investors weigh the recent dip and ETF exposure.

ETFs to Gain as NVIDIA Views $1 Trillion in Chip Orders by 2027

NVIDIA sees up to $1T in AI chip orders by 2027, boosting ETFs with heavy exposure as inference demand and new platforms fuel long-term growth.

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

Micron Stock Gathers Momentum Heading Into Earnings, But Retail Warns Of ‘Priced-In’ Rally

Some traders are selling MU stock for profit ahead of the company’s Wednesday earnings report.

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