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SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is seeing significant market interest as investors anticipate the imminent 80th event data release for its Phase 3 REGAL trial, with community discussions buzzing about potential short squeezes and a possible buyout. The stock's recent momentum is driven by management's confirmed strategy to expand its immunotherapy platform beyond AML, fueling optimism about broad-market indications.

NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

NIO Inc

NIO is trending as the market digests strong Q1 results, which featured an earnings beat, improved vehicle margins, and aggressive Q2 delivery guidance. While retail investors are actively celebrating the company's path to profitability and substantial cash reserves, community sentiment remains highly polarized by ongoing concerns over stock price manipulation and persistent volatility in the Chinese EV sector.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending as investors react to its latest financial disclosures, which featured a massive jump in contract bookings alongside a revenue miss. The community remains polarized, with bulls highlighting the record-setting customer demand and commercial progress, while bears focus on cash burn and share dilution concerns.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending as investors react to a proposed $100 million federal funding initiative aimed at accelerating its quantum research, while community members actively debate the stock's long-term valuation and the broader implications of increased government involvement in the quantum computing sector.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares are seeing extreme volatility following a double beat on earnings and increased guidance that was overshadowed by a 17% workforce reduction announcement. The community is heavily divided, with some investors viewing the stock as an undervalued bargain due to its AI-integration strategy and buyback plans, while others fear long-term structural disruption from AI tools challenging the company's core tax and software business.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is seeing a significant surge in momentum as the U.S. government awards the company $100 million in milestone-based funding and secures an equity stake, signaling strong validation of its neutral-atom quantum technology. The community is actively discussing the stock's potential as a long-term infrastructure play, drawing frequent comparisons to other quantum leaders and highlighting its debt-free status and strategic partnerships.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is trending as investors debate its premium valuation amid persistent cost pressures, while others highlight the retailer's growth in advertising and membership revenue as a long-term catalyst. The community remains divided, with many viewing current dips as a defensive buying opportunity while critics point to its high price-to-earnings ratio and sensitivity to broader economic strains.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is experiencing significant volatility following its latest earnings report, which highlighted headwinds from expiring tax credits and soft guidance. While the stock faces downward pressure, the community is debating whether the decline is an overreaction or a long-term bottoming process, with significant interest centered on the company's strategic pivot into AI-focused solid-state transformer technology.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is facing volatility as investors weigh impressive growth and rising demand against supply constraints and the risks associated with its pivot toward manufacturing custom silicon. The community remains deeply divided, with many debating whether the current pullback offers a strategic entry point for long-term growth in the AI infrastructure cycle or if the stocks valuation remains detached from fundamentals.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is currently facing intense market volatility as investors weigh a strong earnings beat and aggressive capital return programs against concerns over China-related revenue headwinds. The community remains deeply divided, with some investors focusing on long-term AI infrastructure dominance while others actively trade the heavy options flow and short-term price swings.

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<ul class="summary-bullets"><li>SpaceX described Starship as the critical enabler of the aerospace giant’s multiplanetary ambitions and long-term growth plans.</li><li>Starship is a reusable rocket, with SpaceX aiming to reduce the cost of reaching orbit by 99% or more relative to the historical average launch cost.</li><li>The upcoming mission will mark the debut of SpaceX's next-generation Starship and Super Heavy vehicles, featuring upgraded Raptor engines and launching from a newly built pad at Starbase.</li></ul>SpaceX is all set to launch the massive Starship rocket on its 12th flight test on Thursday, a day after the aerospace giant filed publicly for an initial public offering (IPO) that could come in as soon as June this year.SpaceX stated that the launch window for Starship’s 12th flight test opens at 6:30 p.m. ET on Thursday, with the live webcast of the flight test starting 45 minutes prior to liftoff.The upcoming mission will mark the debut of SpaceX's next-generation Starship and Super Heavy vehicles, featuring upgraded Raptor engines and launching from a newly built pad at Starbase.SpaceX described Starship as the critical enabler of the aerospace giant’s multiplanetary ambitions and long-term growth plans. Starship is a reusable rocket, with SpaceX aiming to reduce the cost of reaching orbit by 99% or more relative to the historical average launch cost.<h2 class="st-heading-2">SPCX Details Starship V3 Changes</h2>SpaceX detailed a slew of changes to Starship V3, stating that it features a major propulsion redesign with upgraded Raptor engines, larger propellant tanks, improved flight-control systems, and a lighter, more reliable vehicle architecture.Starship V3 also includes a faster Starlink satellite deployment system, enhanced capabilities for long-duration missions, and hardware for in-space docking and propellant transfer.The vehicle will debut advanced avionics with improved autonomous navigation, propellant monitoring, and expanded camera coverage supported by high-speed Starlink connectivity.Flight 12 will be the first Starship launch from Starbase’s new Pad 2, which features upgraded fueling, launch tower, and launch mount systems designed to improve reliability and turnaround times. The enhancements are aimed at enabling rapid reusability, in-space refueling, Starlink deployments, and future missions to the Moon and Mars.<h2 class="st-heading-2">SPCX IPO Could Make Elon Musk World’s First Trillionaire</h2>According to the Bloomberg Billionaires Index, Musk’s net worth currently stands at $676 billion. Per a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-05-20/musk-s-trillionaire-milestone-is-step-closer-with-spacex-filing">analysis</a>, his net worth could surpass $1.1 trillion if SpaceX reaches a $2 trillion valuation.Even at a $1.75 trillion valuation, his holdings in SpaceX, Tesla Inc. (TSLA), and other ventures would still be enough to push him past the trillion-dollar mark.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> is down 7% year-to-date, but up 25% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 27% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 38%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-stock-remarkably-cheap-after-q1-market-cap-soaring-past-10-trillion/cZXCdOMReFz">NVDA Stock Looks 'Remarkably Cheap', Says Wall Street After Beat-And-Raise Q1 — Analyst Sees Nvidia Market Cap Soaring Past $10 Trillion</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Elon Musk celebrates after the successful launch of the SpaceX Falcon 9 rocket at the Kennedy Space Center on May 30, 2020 in Cape Canaveral, Florida. (Photo by Joe Raedle/Getty Images)

SpaceX’s Starship Set For 12th Test Flight, A Day After Filing For Historic $1.75 Trillion IPO — All Eyes On Elon Musk’s Trillionaire Status

SpaceX is all set to launch the massive Starship rocket on its 12th flight test on Thursday, a day after the aerospace giant filed publicly for an initial public offering (IPO) that could come in as soon as June this year.

Equity

SpaceX stated that the launch window for Starship’s 12th flight test opens at 6:30 p.m. ET on Thursday, with the live webcast of the flight test starting 45 minutes prior to liftoff.

President Donald Trump on Thursday stated that the U.S. will recover highly enriched uranium from Iran, which is currently buried under debris following the joint strikes by the United States and Israel on the Middle Eastern country.Addressing reporters at the White House, Trump reiterated that there is nothing more important than not letting Iran obtain a nuclear weapon.“We don’t need it, we don’t want it, we’ll probably destroy it after we get it, but we’re not going to let them have it,” Trump added, when asked about the highly enriched uranium and what the U.S. would do about it.<h2 class="st-heading-2">Iranian Supreme Leader Says Enriched Uranium Must Stay In Iran</h2>According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/supreme-leader-says-enriched-uranium-must-stay-iran-iranian-sources-say-2026-05-21/">report</a>, Iranian Supreme Leader Ayatollah Mojtaba Khamenei has ordered that the highly enriched uranium must stay inside the country, defying Trump.“The Supreme Leader’s directive, and the consensus within the establishment, is ​that the stockpile of enriched uranium should not leave the country,” an Iranian source said, according to the report.Get updates to this story developing directly on Stocktwits.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jensen-huang-nvidia-big-plans-anthropic-scaling-very-very-quickly/cZXCEB6ReFC">Jensen Huang Says Nvidia Has 'Big Plans' For Anthropic — 'We're Scaling Very, Very Quickly'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

President Donald Trump conducts a news conference in the White House briefing room about the war in Iran on Monday, April 6, 2026. (Tom Williams/CQ-Roll Call, Inc via Getty Images)

Trump Says US Will Get Highly Enriched Uranium From Iran — 'We Don't Need It, We Don't Want It... But We're Not Going To Let Them Have It'

President Donald Trump on Thursday stated that the U.S. will recover highly enriched uranium from Iran, which is currently buried under debris following the joint strikes by the United States and Israel on the Middle Eastern country.

Addressing reporters at the White House, Trump reiterated that there is nothing more important than not letting Iran obtain a nuclear weapon.

<ul class="summary-bullets"><li>Huang said during the interview that AI has moved from generative to agentic, meaning the technology can now reason, understand the tasks given to it, plan, and perform the required work.</li><li>He added that this shift has made tokens profitable, so AI model builders want more compute to generate more revenue, which has helped Nvidia’s sales.</li><li>Huang also downplayed concerns of rising competition from its customers-turning-competitors like Amazon, which also has its own chip business.</li></ul>Nvidia Corp. (NVDA) CEO Jensen Huang on Thursday stated that the company has “big plans” for Anthropic, after the&nbsp;chip giant posted yet another beat-and-raise quarter on Wednesday.During an interview with CNBC, Huang downplayed concerns of rising competition in the AI infrastructure space, stating that Nvidia is gaining share in the hyperscalers segment.“We’re gaining share there because… we’ve always supported OpenAI, xAI, Meta, Microsoft and a whole bunch of other AI startups, but this year, we had the benefit of also winning Anthropic,” Huang said.He added that Nvidia is helping the OpenAI rival scale up and have more capacity to expand its reach and generate more revenue.“With Anthropic, we’re scaling very, very quickly. We’ve got big plans for them,” Huang said, while adding that Nvidia is gaining share in AI inference as well as hyperscalers.<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> were down 2% in Thursday’s opening trade. NVDA was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">AI Has Moved From Generative To Agentic, Says NVDA’s Huang</h2>Huang said during the interview that AI has moved from generative to agentic, meaning the technology can now reason, understand the tasks given to it, plan, and perform the required work.He added that as a result of this shift in AI, model builders are now generating tokens. “These tokens are now profitable, and so they want more compute so they can generate more tokens for more revenues,” he said, adding that compute is revenue in this era of AI, which is why Nvidia’s revenues are sky-high.Huang also touted Nvidia's unique position in the AI infrastructure space, since it offers its customers the full range of hardware, software, and connectivity stack. He said this represents half of the company’s business and is also the fastest-growing segment.<h2 class="st-heading-2">Huang Downplays Competition Concerns</h2>Huang also downplayed concerns of rising competition from its customers-turning-competitors like Amazon.com Inc. (AMZN), which also has its own chip business.“Just because a competitor emerges, the path, the journey from announcing a chip to eventually building a sustainable business… is a long journey,” he said.Huang added that while many companies have internal projects and some are canceled, while others are sustained, Nvidia is focused on supporting its hyperscale partners and AI model builders.During an earnings call last month, Amazon CEO Andy Jassy stated that its chips business is growing rapidly.“If our chips business was a stand-alone business, and sold chips produced this year to AWS and other third parties (as other leading chips companies do), our annual run rate would be ~$50 billion,” Jassy said.<h2 class="st-heading-2">Analyst Sees NVDA Market Cap Soaring Past $10 Trillion</h2>According to TheFly, Baird&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-stock-remarkably-cheap-after-q1-market-cap-soaring-past-10-trillion/cZXCdOMReFz">raised</a> its price target for Nvidia to $500 from $300 and maintained an ‘Outperform’ rating, implying 128% upside from current levels. With Nvidia’s market capitalization currently at $5.3 trillion, Baird’s new price target implies that the firm sees it soaring past $10 trillion.BofA analysts dismissed Nvidia's post-earnings pullback, urging investors to focus on the company's long-term fundamentals rather than near-term volatility.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> is up 17% year-to-date and 66% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 27% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 38%.The Vanguard Information Technology Index Fund ETF (VGT) is up 51% over the past 12 months, while the iShares Russell 1000 Growth ETF (IWF) is up 26%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-stock-remarkably-cheap-after-q1-market-cap-soaring-past-10-trillion/cZXCdOMReFz">NVDA Stock Looks 'Remarkably Cheap', Says Wall Street After Beat-And-Raise Q1 — Analyst Sees Nvidia Market Cap Soaring Past $10 Trillion</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia CEO Jensen Huang addresses participants at CES 2025 in Las Vegas, Nevada, on January 6, 2025. (Photo by Artur Widak/NurPhoto via Getty Images)

Jensen Huang Says Nvidia Has 'Big Plans' For Anthropic — 'We're Scaling Very, Very Quickly'

Nvidia Corp. (NVDA) CEO Jensen Huang on Thursday stated that the company has “big plans” for Anthropic, after the&nbsp;chip giant posted yet another beat-and-raise quarter on Wednesday.

During an interview with CNBC, Huang downplayed concerns of rising competition in the AI infrastructure space, stating that Nvidia is gaining share in the hyperscalers segment.

<ul class="summary-bullets"><li>Baird raised its price target for Nvidia to $500 from $300, implying an upside potential of 124% from the stock’s closing price on Wednesday.&nbsp;</li><li>With Nvidia’s market capitalization currently at $5.41 trillion, Baird’s new price target implies it could surpass $10 trillion.</li><li>Analysts at BofA brushed aside the decline in Nvidia shares post earnings, urging investors to look past the short-term volatility.</li></ul>Nvidia Corp. (NVDA) shares look “remarkably cheap” following the company’s beat-and-raise first quarter (Q1) results, according to analysts at Jefferies.According to TheFly, Jefferies attributed Nvidia's strong Q1 performance to accelerating uptake of Blackwell chips, while raising the price target for NVDA stock to $300 from $275 and maintaining a ‘Buy’ rating.<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> were down 1% in Thursday’s opening trade. NVDA was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">Wall Street Sees NVDA Market Cap Soaring Past $10 Trillion</h2>Nvidia’s Q1 performance resulted in a slew of price target hikes from Wall Street analysts, with those at Baird being the most bullish about the company’s prospects.Baird raised its price target for Nvidia to $500 from $300, implying an upside potential of 124% from the stock’s closing price on Wednesday. The firm has an ‘Outperform’ rating on NVDA.With Nvidia’s market capitalization currently at $5.41 trillion, Baird’s new price target implies that the figure could soar past $10 trillion.Jefferies remains cautious about whether investors will return to Nvidia shares amid concerns over merchant XPUs and broader compute diversification. Still, the firm says the stock looks "remarkably cheap," with upside earnings potential continuing to expand.Gerber Kawasaki Wealth &amp; Investment Management CEO Ross Gerber echoed similar sentiments in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/GerberKawasaki/status/2057263626864795938">post</a> on X, stating that “Nvidia has an absurdly reasonable valuation.”<h2 class="st-heading-2">Analysts Brush Aside Decline In NVDA Stock Post Earnings</h2>Analysts at BofA brushed aside the decline in Nvidia shares post earnings, urging investors to look past the short-term volatility and focus on the company's unique full-stack advantage in what it calls the fastest-growing and largest technology market ever.BofA raised its price target for Nvidia to $350 from $320 while keeping a ‘Buy’ rating.JPMorgan analyst Harlan Sur raised his price target on Nvidia to $280 from $265 and maintained an ‘Overweight’ rating, citing results and guidance that exceeded expectations.The analyst said Nvidia reinforced its AI compute leadership and growing networking momentum, while improved visibility prompted higher earnings estimates.<h2 class="st-heading-2">NVDA Begins FY27 With Record Q1</h2>Nvidia started off the fiscal year 2027 with a record Q1, with revenue soaring 85% year-on-year to $81.5 billion, from $44.06 billion a year ago. The company’s earnings per share (EPS) stood at $1.87, more than doubling from $0.78 during the year-ago period.Wall Street expected Nvidia to report EPS of $1.77 on revenue of $79.12 billion, according to Fiscal.ai data.The AI bellwether expects second-quarter (Q2) revenue to come in at $91 billion, plus or minus 2%, compared to an estimate of $90 billion.<h2 class="st-heading-2">How Did Retail Investors React To NVDA?</h2>Retail sentiment on Stocktwits around Nvidia trended in the ‘extremely bullish’ territory with message volumes at ‘extremely high’ levels at the time of writing.One user dismissed concerns of a bubble, adding that they believe that NVDA is not going to crash.<stembedurl>https://stocktwits.com/EderT/message/654015280</stembedurl><a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> is up 19% year-to-date and 69% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 27% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 38%.The Vanguard Information Technology Index Fund ETF (VGT) is up 51% over the past 12 months, while the iShares Russell 1000 Growth ETF (IWF) is up 26%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-crml-stock-up-today/cZXC2o6ReFs">Why Is CRML Stock Up 8% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Jensen Huang, President and CEO of NVIDIA, listens to a reporter's question during a press conference at the APEC CEO summit on October 31, 2025 in Gyeongju, South Korea. (Photo by Ezra Acayan/Getty Images)

NVDA Stock Looks 'Remarkably Cheap', Says Wall Street After Beat-And-Raise Q1 — Analyst Sees Nvidia Market Cap Soaring Past $10 Trillion

Nvidia Corp. (NVDA) shares look “remarkably cheap” following the company’s beat-and-raise first quarter (Q1) results, according to analysts at Jefferies.

Jefferies credited the accelerating uptake of Blackwell chips for Nvidia’s strong Q1 performance, while raising the price target for NVDA stock to $300 from $275 and keeping a ‘Buy’ rating.

<ul class="summary-bullets"><li>Walmart expects Q2 earnings per share to be in the range of $0.72 to $0.74, below the $0.75 EPS that Wall Street analysts expected.</li><li>Rainey flagged a $175 million headwind due to higher fuel prices, while adding that this is the best Q2 guidance for operating income in a decade and a half.</li><li>He also said that Walmart’s operating income in Q2 could be higher than the company forecasted if fuel prices remain where they are.</li></ul>Shares of Walmart Inc. (WMT) fell nearly 3% in Thursday’s pre-market trade after the retail giant’s second-quarter (Q2) outlook fell short of Wall Street expectations.Walmart expects earnings per share (EPS) in Q2 to be in the range of $0.72 to $0.74, below the $0.75 EPS that Wall Street analysts had expected, according to Fiscal.ai data.The company expects sales to rise between 4% and 5% and operating income to grow between 7% and 10%.<h2 class="st-heading-2">WMT CFO Warns Of Pressure From Higher Fuel Prices</h2>During an interview with CNBC, Walmart CFO John David Rainey said that consumers might feel the pinch of higher fuel prices in Q2 as the tax return boost fades.“I think higher tax returns muted some of the pressure related to higher fuel prices and as we’re in a period of time right now where those tax refunds are largely not coming in, I think consumers are going to feel more of that pressure from higher fuel prices,” said Rainey.Rainey flagged a $175 million headwind due to higher fuel prices, while adding that this is the best Q2 guidance for operating income in a decade and a half.He also said that Walmart’s operating income in Q2 could be higher than the company forecasted if fuel prices remain where they are.According to AAA Gas Prices, the national average for a gallon of gasoline is currently $4.564, about 50% higher than when the Iran war began in February this year.<h2 class="st-heading-2">WMT’s Q1 At A Glance</h2>Walmart reported EPS of $0.66 on revenue of $177.8 billion, compared to Wall Street estimates of an EPS of $0.66 on revenue of $174.84 billion.Walmart reported an EPS of $0.56 on revenue of $163.98 billion during the year-ago period.The retailer reaffirmed its fiscal year 2027 earnings outlook, expecting EPS in the range of $2.75 to $2.85. However, it is lower than the consensus estimate of $2.92.<h2 class="st-heading-2">How Did Retail Investors React To WMT?</h2>Retail sentiment on Stocktwits around Walmart trended in the ‘extremely bullish’ territory with message volumes at ‘high’ levels at the time of writing.One user believes Walmart’s valuations are too high.<stembedurl>https://stocktwits.com/Skimman/message/654017523</stembedurl><a href="https://stocktwits.com/symbol/WMT">WMT stock</a> is up 17% year-to-date and 34% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 25% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 37%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibm-gfs-rgti-qbts-infq-stock-soar-trump-2b-quantum-computing-grants-equity-stakes/cZXCby2ReFN">IBM, GFS, RGTI, QBTS, INFQ Stocks Soar After Trump Admin’s $2B Quantum Funding Push In Exchange For Equity Stakes: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Walmart sign hangs on the exterior of the store on November 20, 2025 in Hollywood, Florida. (Photo by Joe Raedle/Getty Images)

WMT Stock Falls Pre-Market After Walmart's Q2 Outlook Disappoints Investors — CFO Sees Higher Fuel Prices Hurting Consumers

Shares of Walmart Inc. (WMT) fell nearly 3% in Thursday’s pre-market trade after the retail giant’s second-quarter (Q2) outlook fell short of Wall Street expectations.

During an interview with CNBC, Walmart CFO John David Rainey said that consumers might feel the pinch of higher fuel prices in Q2 as the tax return boost fades.

<ul class="summary-bullets"><li>Investors weighed Nvidia’s blockbuster earnings against broader concerns over valuations and macro data.&nbsp;</li><li>SpaceX’s long-awaited IPO filing and Bitcoin holdings added fresh excitement.</li><li>Traders are also bracing for key macro data including weekly jobless claims, housing starts and PMI data, alongside earnings from Walmart, Deere &amp; Company and NIO.</li></ul>U.S. stock futures were rangebound early Thursday as investors parsed the blockbuster Q1 earnings report from AI bellwether Nvidia and the long-awaited public filing of SpaceX’s IPO prospectus.As of 4:30 a.m. ET on Thursday: Nasdaq and Russell 2000 futures were 0.4% lower, S&amp;P 500 futures fell 0.3%, and Dow futures were down 0.2%.Retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq-100 Index, has held at ‘extremely bullish’.Trending Stocks To WatchSpaceX files for IPO:&nbsp;Elon Musk’s aerospace giant officially filed its S-1 prospectus to list on the Nasdaq under the ticker "SPCX," revealing $18.7 billion in 2025 revenue and a surprise balance sheet asset of 18,712 Bitcoin. Keep an eye on Tesla (TSLA) in trade today.&nbsp;Nvidia (NVDA): Delivered a clean beat on Q1 revenue and future guidance, added $80 billion to its share buyback program, and confirmed its next-generation Rubin AI platform will begin shipping in the second half of fiscal 2027.&nbsp;Advanced Micro Devices (AMD): Is on retail radar this morning after announcing a $10 billion ecosystem expansion in Taiwan and the production ramp of its 6th Gen "Venice" EPYC data center processors on TSMC's cutting-edge 2nm process technology.&nbsp;Nebius Group (NBIS): Surging after Nvidia CEO Jensen Huang hinted during the earnings call that the company has secured fresh compute capacity for Anthropic, placing Nebius, a key Nvidia cloud partner, in focus for a major looming deal. There is also buzz around a price hike for its cloud services.&nbsp;Nio Inc (NIO): The electric vehicle maker prepares to report its quarterly financial results before the opening bell amid intense global EV pricing competition.&nbsp;Rocket Lab (RKLB) and Relay Therapeutics (RLAY):&nbsp;Shares face pre-market weakness after announcing public stock offerings of $3 billion and $275 million, respectively.&nbsp;Cerebras Systems and Bullish gained attention after fresh buying activity from Cathie Wood’s ARK Investment Management.&nbsp;Meanwhile, after the success of the DRAM ETF, Roundhill ETF Trust announced plans to launch a dedicated photonics and optical components ETF to capture the rapid buildout of AI data centers, tracking key players such as POET Technologies (POET) and Lumentum (LITE).&nbsp;Other tickers trending on Stocktwits at the time of writing included T1 Energy Inc (TE), Enphase Energy (ENPH), and Arm Holdings (ARM).&nbsp;Other Catalysts To WatchOn the economic front, investors are tracking the release of Weekly Initial Jobless Claims, Housing Starts (MoM) at 8:30 a.m. ET, and the flash S&amp;P Global Manufacturing PMI.&nbsp;On earnings radar, watch out for quarterly reports from NIO Inc (NIO), Walmart Inc (WMT), Deere (DE), NetEase.com, Inc. (NTES), Frontline Ltd (FRO), Zoom Video Communications, Inc. (ZM), Webull Corp Class A (BULL), Take-Two Interactive Software Inc (TTWO), Workday Inc (WDAY), and Deckers Outdoor Corp (DECK), among others, today.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Subdued As Markets Digest Nvidia Beat, SpaceX IPO Filing: Why NVDA, NIO, TSLA, AMD, NBIS, RKLB Are In Focus

Data from Stocktwits shows that retail sentiment remained ‘extremely bullish’ on SPY and QQQ. 

Nvidia Earnings, SpaceX IPO Filing Keep Nasdaq, S&P 500 Futures On Edge: Why NVDA, NIO, TSLA, AMD, NBIS, RKLB Are In Focus

Data from Stocktwits shows that retail sentiment remained ‘extremely bullish’ on SPY and QQQ. 


<ul class="summary-bullets"><li>Meanwhile, Goldman Sachs analysts Yulia Zhestkova Grigsby and Daan Struyven have said that global crude and fuel inventories are falling at an unprecedented rate this month as the Middle East conflict continues to disrupt supplies.&nbsp;</li><li>The EIA expects global oil inventories to fall by an average of 8.5 million barrels per day in the second quarter of 2026, with Brent prices to hover around $106 per barrel in May and June.</li><li>Economist Steve Hanke believes that now is the time to stay long on oil as the world burns through oil inventories at the fastest pace on record.</li></ul>Oil prices climbed higher in Wednesday’s overnight session, as supply tightness from the continued blockade of the Strait of Hormuz and fresh U.S. crude oil inventory drawdowns reversed some of the losses from earlier this week.Brent crude futures expiring in July traded up about 0.90%, trending at around $105.97 a barrel, while WTI crude futures expiring in June were 1.05% higher, trading at $99.29 a barrel at the time of writing.Both benchmarks declined more than 5% on ​Wednesday after U.S. President Donald Trump indicated that negotiations for a peace deal with Iran were in the final stages.<h2 class="st-heading-2">Oil Inventories Drawdown At Record Levels</h2>U.S. crude oil inventories during the week ending May 15 decreased by 7.9 million barrels, according to fresh <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.eia.gov/secure/wpsr/wpsrsummary.pdf?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9pci5laWEuZ292L3NlY3VyZS93cHNyLyoiLCJDb25kaXRpb24iOnsiRGF0ZUxlc3NUaGFuIjp7IkFXUzpFcG9jaFRpbWUiOjE3OTg3Nzk1NDB9LCJEYXRlR3JlYXRlclRoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc3OTI4NzQwMH19fV19&amp;Signature=3ZYUvtUPwU5CkqNZJjNMXTxXj03lKhdsDfYAnISdVLnKFKF286vVMYkfqayjG8KuE9MhqoJYeV6jQ2BvcH4S-4fJO1YOB3jzSRtUNfUdBCyinClwVTITesTlHunr-uAw0TyU2yELSoknCFoPonOfA5hTxRfM-yY3QbaE4L~Q68saipmsy5t93-1d5Ipxb57~8VLxHHeMDLofuBHo4l3JUWuD9-8Wz8hzTPfgfpO90dOyTZXuTBFDhNvDWFI9BPj6yaXo9lY9DH0kdnPLVQAF-ZJeF-ND5Vv2g2ykfrfNJTy6Cxbp7gk9UzK~OUv9-Pysiqyd3y-QC1Gm4QS4PQ2sWA&amp;Key-Pair-Id=KX632SP22UZ9M">data</a> from the U.S. Energy Information Administration (EIA).The statement noted that the decrease brings commercial stockpiles to 445 million barrels, about 2% below the five-year average for this time of year.Meanwhile, Goldman Sachs analysts Yulia Zhestkova Grigsby and Daan Struyven have reportedly said that global crude and fuel inventories are falling at an unprecedented rate this month as the Middle East conflict continues to disrupt supplies.According to a Bloomberg report, analysts noted that visible oil stockpiles declined by about 8.7 million barrels per day in May, nearly twice the average pace since the conflict began.“Physical markets continue to tighten, as estimated oil exports through the strait remain at a very low 5% of normal,” the analysts said as per the report.<h2 class="st-heading-2">Oil Forecast</h2>The EIA expects global oil inventories to <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.eia.gov/outlooks/steo/">fall</a> by an average of 8.5 million barrels per day in the second quarter of 2026, with Brent prices hovering around $106 per barrel in May and June, according to its latest release.The agency added that as oil production in the Middle East rises, crude oil prices would drop to an average of $89 per barrel in the fourth quarter of 2026 and further to $79 a barrel in 2027.Economist Steve Hanke believes that now is the time to stay long on oil. “The world CONTINUES burning through oil inventories at the fastest pace on record. STAY LONG OIL,” he said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/steve_hanke/status/2057174517949342169">post</a> on X, sharing another post showing crude inventories had posted their biggest weekly decline since 1982.<h2 class="st-heading-2">How Are Markets Reacting?</h2>The <a href="https://stocktwits.com/symbol/uso">United States Oil Fund LP (USO)</a> edged more than 1.5% higher in overnight trading after closing down more than 5% lower on Wednesday. The fund’s value has more than doubled since the start of this year. The <a href="https://stocktwits.com/symbol/uco">ProShares Ultra Bloomberg Crude Oil (UCO)</a> has surged about 168% in 2026. In comparison, the fund tracking the S&amp;P 500 index has gained about 8% in the same time.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260521_112256707_png_9a9ee49831.webp" alt="koyfin_20260521_112256707.png" width="1600" height="1000"></figure>Meanwhile, U.S. equities fell in Wednesday’s overnight session. At the time of writing, the <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, which tracks the S&amp;P 500 index, was down 0.20%, the <a href="https://stocktwits.com/symbol/qqq">Invesco QQQ Trust ETF (QQQ)</a> fell 0.17%, and the <a href="https://stocktwits.com/symbol/dia">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> declined 0.07%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

An offshore oil platform is seen at sunset on February 9, 2024 near Huntington Beach, California.

Oil Rebounds Amid Inventory Drawdowns, Iran War Uncertainty: Economist Says 'Stay Long'

U.S. crude oil inventories during the week ending May 15 decreased by 7.9 million barrels, according to data from the U.S. Energy Information Administration. 

<ul class="summary-bullets"><li>Roundhill’s dedicated memory ETF, DRAM, has been hugely successful with investors.</li><li>Its new photonics ETF will invest and trade securities of photonic and optical companies, with a preference for those with major research and development spending.</li><li>Investors are betting that capital will flow into companies that make the components powering them, particularly in emerging technologies such as photonics, which promise faster, more efficient data transfer.</li></ul>Roundhill ETF Trust on Wednesday announced plans to launch a new exchange-traded fund focused on companies developing photonics, optical components and related technologies – a fast-emerging space amid the rapid buildout of AI data centers.The investment firm filed a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1976517/000139834426009500/fp0099058-1_485apos.htm">prospectus</a> for the Roundhill Photonics &amp; Optics ETF (LYTE) with the securities regulator, pending approval. The fund will invest and trade securities of companies “whose core technology involves generating, manipulating, detecting, or transmitting light for various technologies, such as AI data centers, defense, medical imaging, industrial manufacturing, and quantum computing” and will maintain 80% of its holdings in such companies, according to the filing.LYTE would seek to acquire stakes in companies working on optical transceivers and modules, laser sources and photonic components, silicon photonics (“SiPh”) integrated circuits, optical interconnect systems, photonic substrates and wafer materials, photonic foundry and contract manufacturing services, and industrial and defense lasers, among other devices and technologies.<h2 class="st-heading-2">Photonics Tech In Focus</h2>Roundhill did not disclose the companies it plans to invest in. Major companies in its focus area include POET Technologies (POET), Lumentum Holdings￼ (LITE), Coherent Corp.￼ (COHR), Applied Optoelectronics￼ (AAOI),&nbsp; IPG Photonics￼ (IPGP), Corning￼ (GLW) and Ciena￼ (CIEN) – and several of them have seen their stocks rise sharply in the recent months.With gains of 134% so far this year, POET is among the most closely watched stocks in the space. Amid the rapid expansion of data centers, investors are betting that capital will flow into companies that make the components powering them, particularly in emerging technologies such as photonics, which promise faster, more efficient data transfer.<h2 class="st-heading-2">Roundhill’s DRAM Success</h2>The development comes after the success of Roundhill’s ETF tracking memory chip stocks, which have surged multifold over the past year due to high demand, shortage and higher pricing. The DRAM ETF has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sndk-stx-mu-wdc-rally-powers-first-dedicated-memory-etf-to-1-b-aum-in-under-two-weeks/cZBIX5ARIC0">achieved</a> $1 billion in assets under management in 10 days since its April launch. Overall, the value of the fund’s units has surged 77% since the launch.Roundhill also operates another ETF that tracks the “Magnificent Seven” stocks and has been popular with investors due to sustained high interest in tech and AI companies. Roundhill Magnificent Seven ETF (MAGS) has gained 5.4% year to date and has more than doubled since its launch in November 2023. &nbsp;<img src="https://news.stocktwits-cdn.com/koyfin_20260521_110320500_png_610399f83e.webp" alt="koyfin_20260521_110320500.png"> In overnight trading ahead of Thursday,&nbsp;<a href="https://stocktwits.com/symbol/DRAM/sentiment">DRAM</a> was up nearly 4%, tracking gains in Korean shares of Samsung and SK Hynix, two of its biggest components.&nbsp;<a href="https://stocktwits.com/symbol/MAGS">MAGS</a> was up 0.2%. On Stocktwits, the retail sentiment is ‘bearish’ for&nbsp;DRAM&nbsp;and ‘extremely bearish’ for MAGS as of early Thursday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ai-memory-plays-mu-sndk-stx-wdc-jump-overnight-nvidia-earnings-beat-samsung-strike-pause-are-the-catalysts/cZXzqN3RenC">AI Memory Plays MU, SNDK, STX, WDC Jump Overnight: Nvidia Earnings Beat, Samsung Strike Pause Are The Catalysts</a>&nbsp;

A facilities manager inspects cables and servers at a Comcast facility in Pompano Beach, Florida. (Photo by Joe Raedle/Getty Images)

DRAM, MAGS ETF Issuer Eyes AI Photonics Opportunity With New Optical Stocks Fund

Roundhill on Wednesday filed a prospectus for the Roundhill Photonics & Optics ETF (LYTE) with the Securities and Exchange Commission.

<ul class="summary-bullets"><li>Elon Musk’s rocket and satellite company SpaceX also filed its much-awaited S-1 registration statement with the SEC on Wednesday.</li><li>While markets closed higher, Nasdaq 100, Dow, and S&amp;P 500 futures slipped lower in the overnight trade.</li><li>Minutes from the Federal Open Market Committee’s April meeting indicated that the central bank officials discussed rate hike possibilities.</li></ul>U.S. stock futures slipped in the overnight trading session heading into Thursday after Nvidia Corp. (NVDA) posted earnings results that failed to impress investors, even as SpaceX filed its S-1 IPO prospectus with the U.S. Securities and Exchange Commission.Nasdaq 100 was down 0.19%, while Dow futures and S&amp;P 500 futures fell 0.17% as of 10.44 p.m ET. &nbsp;Among ETFs tracking benchmark indexes, the <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, <a href="https://stocktwits.com/symbol/qqq">Invesco QQQ Trust (QQQ)</a> and <a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> all traded lower at the time of writing. Meanwhile, the <a href="https://stocktwits.com/symbol/tlt">iShares 20+ Year Treasury Bond ETF (TLT)</a>, also slipped about 0.07% amid ‘neutral’ sentiment.<h2 class="st-heading-2">How Did US Markets Fare?</h2>On Wednesday, benchmark indexes closed higher amid declining oil prices and easing Treasury yields. The tech-heavy Nasdaq Composite led the climb, adding nearly 400 points to end 1.54% higher. The Dow Jones index closed up 1.31%, while the S&amp;P 500 was up 1.08% at close.<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>1.31%</td><td>50,009.35</td></tr><tr><td>S&amp;P 500</td><td>1.08%</td><td>7,432.97</td></tr><tr><td>Nasdaq Composite</td><td>1.54%</td><td>26,270.36</td></tr></tbody></table></figure></div><h2 class="st-heading-2">US Market Drivers</h2>U.S. stock markets were tuned in to Nvidia’s earnings results for insight into the artificial intelligence sector. While the company’s results beat both top- and bottom-line expectations, and the chipmaker also issued strong forward guidance, markets were not impressed with the company’s plans on China. Nvidia shares slipped about 1% in extended trading hours.Shortly after the results, Elon Musk’s rocket and satellite company SpaceX filed its much-awaited S-1 registration <a href="https://stocktwits.com/news-articles/markets/equity/spacex-ipo-takes-off-firm-highlights-starlink-1.2-billion-q1-profit-10.3-million-subscribers/cZXxBC0Ren8">statement</a> with the SEC. While the preliminary statement did not provide a specific timeline for the public debut or other details about the IPO, it revealed a dual-class share structure designed to preserve Musk’s control. It also provided a glimpse into the company’s financials, revealing revenue of $18.674 billion for 2025 and $4.694 billion for the first quarter of 2026.Earlier in the day, stock markets closed higher as oil prices declined and Treasury yields cooled off amid suggestions from President Donald Trump that a resolution with Iran was coming soon.Meanwhile, minutes from the Federal Open Market Committee’s (FOMC) April meeting <a href="https://stocktwits.com/news-articles/markets/equity/majority-of-fed-officials-are-flagging-rate-hike-possibilities-fed-minutes-show/cZXx4B1RenV">indicated</a> rate hike possibilities amid rising inflation. “A majority of participants highlighted, however, that some policy firming would likely become appropriate if inflation were to continue to run persistently above 2 percent,” it said.“The market is coming off a really strong earnings season that delivered positive revisions to earnings expectations, but concerns around inflation and demand destruction in the economy are proving persistent,” Scott Helfstein, head of investment strategy at Global X ETFs, reportedly <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/05/20/stock-market-today-live-updates.html">told</a> CNBC.On Thursday, markets will be watching for Walmart's earnings results. On the economic front, initial jobless claims and April’s housing starts and building permits are due.<h2 class="st-heading-2">Trending Stocks To Watch</h2>Tesla Inc. (TSLA): Elon Musk’s electric vehicle company jumped onto the retail radar as the buzz around SpaceX’s IPO spilled over to Tesla. The automaker owns about 19 million shares of SpaceX Class A common stock. Shares of the company jumped over 1.3% overnight.Applied Digital Corporation (APLD): Shares of the Dallas-based company closed up nearly 8% and continued to climb overnight after it announced a significant milestone and also revealed a new hyperscaler <a href="https://stocktwits.com/news-articles/markets/equity/apld-stock-rallies-after-hours-on-massive-7.5-billion-hyperscaler-lease/cZXxQg3RenY">deal</a> worth about $7.5 billion.Nvidia Corp. (NVDA): The chip manufacturer jumped onto the retail radar amid its <a href="https://stocktwits.com/news-articles/markets/equity/nvda-stock-slips-after-hours-expectation-beating-q1-share-buybacks-and-dividends-do-little-to-shake-zero-china-revenue-assumptions/cZXxOZhReno">earnings results</a>. The company provided a strong forward guidance of $91 billion in revenue for the upcoming quarter. However, the company said that it did not assume any data center compute revenue from China in its outlook.Rocket Lab USA Inc. (RKLB): The company’s shares were down about 6% in extended trading hours after it <a href="https://stocktwits.com/news-articles/markets/equity/rklb-stock-massive-3b-offering-future-acquisitions/cZXzVe5Renr">announced</a> a $3 billion stock offering that raised dilution concerns.Alibaba Group Holding Ltd. (BABA): The Chinese e-commerce giant was on the retail radar after it <a href="https://stocktwits.com/news-articles/markets/equity/baba-stock-slips-premarket-alibaba-unveils-ai-chips-3x-more-powerful-amid-nvidia-s-china-export-battle/cZXDpaUReVI">revealed</a> the new Zhenwu M890 chip to rival offerings from Nvidia.<h2 class="st-heading-2">Broader Market Trends</h2>Oil futures were trading higher in the overnight session heading into Thursday. Brent crude futures expiring in July were up about 0.82%, trading at around $105.88 a barrel, while WTI crude futures expiring in June were trading around $99.15 a barrel at the time of writing.Gold prices slipped to around $4,535.57 an ounce.Asian markets were all trading higher at the open on Thursday, with the KOSPI, Nikkei 225, and the SSE Composite index climbing up at the time of writing. Australian stocks were also higher at the open.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Traders work on the floor of the New York Stock Exchange (NYSE) on May 06, 2026 in New York City after the Dow briefly hit the 50,000 mark, closing up over 600 points. (Photo by Spencer Platt/Getty Images)

Nasdaq, S&P 500, Dow Futures Slip As Nvidia China Plan Disappoints, SpaceX IPO Looms: TSLA, APLD, NVDA, RKLB, BABA Stocks In Focus

Nvidia shares slipped, although results beat both top and bottom line expectations.

<ul class="summary-bullets"><li>The S&amp;P 500 and the Dow Jones rose 1% and 1.3% respectively, and the Nasdaq gained 1.4%.</li><li>The US president said that negotiations with Iran were in the final stages but warned of further attacks unless Iran agrees to a deal.</li><li>Investors turn their focus to Nvidia’s earnings call later in the day for clues on AI demand and its attempts to re-enter the Chinese market.&nbsp;</li></ul>U.S. benchmark stock indices jumped on Wednesday as investors cheered de-escalating signs around the ongoing U.S.-Iran war, while shifting focus onto Nvidia’s earnings to judge the future of the semiconductor maven.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/SPX">S&amp;P 500</a> rose 1%, the&nbsp;<a href="https://stocktwits.com/symbol/NDX">Nasdaq</a> jumped 1.4%, and the&nbsp;<a href="https://stocktwits.com/symbol/DJI">Dow Jones</a> gained 1.3%. The Russell 2000, which tracks stocks with small market capitalizations, soared 2.6%, after falling for three consecutive sessions.&nbsp;Among ETFs tracking benchmark indexes, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> rose 1%, and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust&nbsp;</a>(QQQ) ended Wednesday around 1.4% higher, while the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) gained 1.3%.&nbsp;The VanEck Semiconductor ETF (<a href="https://stocktwits.com/symbol/SMH">SMH</a>) soared 3.5%.&nbsp;Meanwhile, retail sentiment on Stocktwits for SPY, QQQ, and DIA was all in the ‘extremely bullish’ territory with ‘extremely high’ message volumes.&nbsp;&nbsp;<h2 class="st-heading-2">US Market Drivers</h2><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>1.3%</td><td>50,009.35&nbsp;&nbsp;</td></tr><tr><td>S&amp;P 500</td><td>1%</td><td>7,432.97&nbsp;</td></tr><tr><td>Nasdaq 100</td><td>1.4%</td><td>26,270.36&nbsp;</td></tr></tbody></table></figure></div>Oil prices fell 6% on Wednesday after Donald Trump said that negotiations with Iran were in the final stages, though investors remain wary about the outcome of peace talks.&nbsp;West Texas Intermediate futures fell more than 5% to close at $98.26 per barrel. International benchmark Brent futures also lost more than 5% to settle at $105.02 per barrel, as per data from CNBC.&nbsp;However, Trump has made several optimistic comments in the past relating to the end of the Iran war, only for tensions to escalate again between Washington and Tehran.&nbsp;Trump said “we’ll see what happens” with Iran, adding that a deal will be made or “we’re going to do some things that are a little bit nasty, but hopefully that won’t happen,” according to a White House pool report.&nbsp;&nbsp;Treasury yields also cooled following the developments. The 10-year Treasury yield dropped more than 8 basis points on Wednesday, and the 30-year Treasury yield shed 6 basis points after soaring to its highest since 2007 in the previous session.&nbsp;In other news, Federal Reserve officials&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/majority-of-fed-officials-are-flagging-rate-hike-possibilities-fed-minutes-show/cZXx4B1RenV">expressed</a> mounting anxiety over persistent inflationary pressures at their latest policy meeting, with a growing number of policymakers warning that the central bank may need to consider raising interest rates if inflationary pressures fail to cool.&nbsp;However, according to the latest CME FedWatch tool, the probability still favors the Federal Reserve holding rates steady at 3.5% to 3.75% in its June meeting, but the odds are tipping for a rate hike in the last quarter of 2026.&nbsp;“Everyone wants to see this end, but negotiations so far have been far apart on key issues, with both sides expecting each other to blink first,” said veteran strategist Louis Navellier in an interview to Bloomberg. “Even if a deal is struck, it may take some time to be sure it won’t be violated for things to fully return to normal.”&nbsp;Consumer discretionary and technology stocks led gains on Wednesday. Nvidia released its quarterly earnings report after-hours, beating revenue and earnings expectations. But the stock eased about 0.7% in after-market trading.&nbsp;<h2 class="st-heading-2">Trending Stocks To Watch&nbsp;</h2>Meta Platforms (<a href="https://stocktwits.com/symbol/META">META</a>): CEO Mark Zuckerberg reportedly told employees that he does not expect any more company-wide&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-s-zuckerberg-says-no-more-layoffs-this-year-report/cZXx2pYRenW">job cuts</a> this year.&nbsp;&nbsp;Lowe’s (<a href="https://stocktwits.com/symbol/LOW">LOW</a>): Shares edged up by 0.2% on Wednesday, as the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lowes-q1-results-pro-online-growth-diy-demand-fy26-outlook/cZXxTxRRenQ">reported</a> net earnings of $1.6 billion and diluted earnings per share (EPS) of $2.90 for the quarter ended May 1, 2026.&nbsp;&nbsp;&nbsp;Hasbro (<a href="https://stocktwits.com/symbol/HAS">HAS</a>): The company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hasbro-stock-slides-toward-worst-day-in-over-a-year-cyberattack-delays-up-to-60-m-in-revenue/cZXxbWqRena">reported</a> a mixed first quarter (Q1) and disclosed details about a data breach incident that occurred in March this year.&nbsp;Nvidia (<a href="https://stocktwits.com/symbol/NVDA">NVDA</a>): Nvidia shares ended Wednesday 1.3% higher ahead of its quarterly earnings, which were reported in after-market hours. At the time of writing, the company reported revenue and earnings that beat expectations, while the stock slipped 1% in extended trading hours.&nbsp;Intuit (<a href="https://stocktwits.com/symbol/INTU">INTU</a>): The company will lay off about 17% of its global workforce as it looks to sharpen its focus on artificial intelligence.&nbsp;&nbsp;&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

The NASDAQ MarketSite in Times Square is seen November 20, 2006 in New York City. (Photo by Spencer Platt/Getty Images)

Dow Clocks Best Day So Far This Month, S&P 500 And Nasdaq Climb As Oil, Yields Cool Off— META, LOW, HAS, NVDA, INTU In Focus

U.S. benchmark stock indices jumped on Wednesday as investors cheered de-escalating signs around the ongoing U.S.-Iran war, while shifting focus onto Nvidia’s earnings to judge the future of the semiconductor maven.&nbsp;

Oil prices dropped about 6% on Wednesday after Donald Trump said that negotiations with Iran were in the final stages.

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Traders are complaining about manipulated, narrow price ranges that kill option premiums throughout the session.

Uncertainty surrounding nuclear talks and potential regional conflict is keeping markets on high alert.

Speculation remains high that institutional algorithms will force a green move heading into the holiday weekend.

Worries about profit-taking and lower volume are driving skepticism before the multi-day break.

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