SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull is trending as investors react to the company's recent termination of a dilutive agreement, which the community views as a major bullish catalyst. Many traders are actively discussing a potential squeeze and comparing the stock's growth potential to platforms like Robinhood as they hope for a sustained reversal from recent lows.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood Markets is trending as investors digest the recent SEC decision to eliminate the pattern day trader (PDT) rule, sparking community discussions about potential surges in trading volume and retail engagement. While some participants view the news as a major long-term catalyst for platform growth and institutional interest, others are focused on navigating near-term price volatility and reacting to recent analyst revisions.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is trending as investors react to a multi-year partnership with Qualcomm to power next-gen AR hardware, fueling community speculation about a turnaround and a push toward long-term profitability. While some participants are wary of recent executive stock sales and the lack of an immediate release date for new glasses, others view the current price as a massive accumulation opportunity given the platform's large user base and growth in subscription revenue.

High Roller Technologies, Inc. is an evolving and growth-oriented iCasino and entertainment company, which engages in the business of operating an online gaming business offering casino betting games to customers. The firm also offers a wide range of games including many that are available in land-based casinos, such as blackjack, roulette, baccarat, poker, and slot machines. The company was founded by Michael Alexander Cribari and Brandon Christopher Eachus on December 21, 2021 and is headquartered in Las Vegas, NV.

High Roller Technologies Inc.

High Roller Technologies Inc

High Roller Technologies is drawing significant investor interest following a definitive agreement with Crypto.com/US to enter the U.S. prediction markets, a move the community views as a massive long-term catalyst. Traders are actively debating the stock's potential for a major short squeeze due to its low float and high levels of short interest, leading to volatile price action as bulls push for sustained momentum while bears question the sustainability of the rally.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is currently trending as investors react to a significant secondary stock offering aimed at financing data center expansion and debt repayment. While some in the community express concern over dilution, many others view the capital raise as a strategic move to accelerate infrastructure growth and secure long-term value, leading to active debates about whether to buy the dip or exercise caution.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is currently drawing significant community attention as investors track the upcoming launch of its BlueBird 7 satellite, a key milestone for its space-based mobile broadband technology. While bullish sentiment is fueled by analyst upgrades and potential for major industry partnerships, volatility persists as traders debate the competitive landscape following news of Amazon's acquisition of Globalstar.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is currently a focal point for investors following a strategic multi-year partnership with Meta to advance custom AI silicon and infrastructure. The community is actively discussing the stock's role in the AI data center backbone, with bullish sentiment surrounding the expanded long-term chip roadmap and the transition of Broadcom's leadership into key advisory roles.

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 weigh its specialized quantum annealing technology against recent advancements from major industry players, while the stock faces high volatility from speculative positioning and options market hedging. The community is actively debating the stock's future, with many pointing to potential long-term defense and government contracts as key catalysts, while others remain cautious due to broader sector rotation and valuation concerns.

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 trending as investors digest a series of bullish analyst initiations and positive technical setups, with community sentiment fueled by the company's strategic alignment with NVIDIA's quantum initiatives and its growing footprint in defense and space applications. Discussions are heavily focused on the stock's potential for valuation expansion compared to peers and the anticipation of upcoming financial disclosures.

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 capturing market attention as part of a broader theme rotation into quantum stocks, fueled by fresh interest in the sector and speculative positioning. The community remains deeply divided, with bulls pointing to the company's hardware developments and strategic potential, while bears highlight significant valuation concerns and ongoing cash burn.

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iPhone 17 Pro Max is seen at a store in Krakow, Poland on December 29, 2025. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

NASA Chose iPhone 17 For Its Artemis Moon Mission — But Apple's Real Test Will Be Q2 Earnings This Month

Apple drew significant attention after NASA shared striking images from its Artemis II mission that were captured on an iPhone 17 Pro Max.

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Apple drew significant attention after NASA shared striking images from its Artemis II mission that were captured on an iPhone 17 Pro Max.


<ul class="summary-bullets"><li>Major memory chip stocks, including SanDisk, SK Hynix and Samsung, fell on&nbsp;Google’s latest unveiling.</li><li>MU stock posted its fifth day in the red.</li><li>Micron launched a tender offer to buy back $5.4 billion&nbsp;of its senior notes, raising some concerns&nbsp;about whether it is the best use of the company’s cash.</li></ul>Micron and SanDisk stock&nbsp;slid by about 3.5% on Wednesday amid global declines in memory chip stocks, triggered by Google's unveiling of a new technology that it claims reduces the amount of memory required to run AI models by at least a factor of six.However, despite the stock sliding for a fifth day, the retail sentiment around Micron on Stocktwits climbed higher to ‘extremely bullish.’&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_26_at_12_11_21_PM_png_dd436fc380.webp" alt="Screenshot 2026-03-26 at 12.11.21 PM.png" width="610" height="81"><figcaption>MU sentiment and message volume as of March 25 | Source: Stocktwits</figcaption></figure>Alphabet’s TurboQuant technology&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://research.google/blog/turboquant-redefining-ai-efficiency-with-extreme-compression/">could lower</a> the memory capacity needed for AI training, some investors believe, reflected in Wednesday’s trading activity. Memory and storage companies have been on a strong run, with prices climbing in recent months amid supply shortages driven by surging AI-led demand.In Korea, shares of SK Hynix and Samsung, two of the largest memory chip makers, declined 5.6% and 4.3%, respectively, on Thursday. In the U.S., Seagate and Western Digital stocks declined 2.6% and 1.6%, respectively, the previous day.Meanwhile, SK Hynix <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/25/sk-hynix-confidential-us-listing-adr-ai-memory.html">said</a> Wednesday it has confidentially filed with the U.S. Securities and Exchange Commission a registration statement for a potential U.S. listing later this year. The move would pit its shares directly against U.S. memory makers, broadening investor options for exposure to the sector and potentially weighing on trades in its American rivals.<h2 class="st-heading-2">Micron’s Debt Tender Offer</h2>For Micron, additional company-specific factors are also weighing on the shares. The chip heavyweight on Wednesday&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/micron-launches-5-4-billion-tender-offer-for-senior-notes-mu-stock-declines/cZ3YpABRISS">announced</a> a tender offer to buy back some of its senior notes maturing from 2030 to 2035. The notes have a total principal amount of $5.4 billion, and the offer expires at the end of this month.While not a negative move, it signals a shift toward balance sheet cleanup rather than aggressive investment during a key AI-driven growth phase. It might also raise questions about the best use of the company's cash at a time when investors expect maximum expansion.<h2 class="st-heading-2">Retail, Analyst Views On MU</h2>“$MU tripled revenue and goes down.. ive seen that before, its called a buying opportunity,”&nbsp;<a href="https://stocktwits.com/Rod92/message/648591001">posted</a> a trader on Stocktwits, referring to Micron’s blowout quarterly report from last week."Micron $MU road to 700s remains fully intact in [a] couple weeks from now,"<a href="https://stocktwits.com/FeroceResearchPazTeuR/message/648468562">&nbsp;said</a> one user, implying a whopping 87% surge from current levels and pointing to the stock's rebound from a similar dip in December 2025.Wells Fargo said Google’s TurboQuant update could, in fact, end up being a positive for memory companies. While this kind of breakthrough could seem negative for memory companies, the idea of Jevons Paradox suggests the opposite may happen – making AI more efficient lowers costs, which can actually drive much wider use and demand over time, the research firm said in its investor note on Wednesday.<a href="https://stocktwits.com/symbol/MU">Micron shares</a> declined a further 2.2% in Wednesday’s overnight session. As of the last close, the stock&nbsp;is still up 34% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-amd-stocks-rally-cpu-price-hikes-signal-ai-demand-shift-beyond-gp-us/cZ3rmyoRIjL">INTC, AMD Stocks Rally: CPU Price Hikes Signal AI Demand Shift Beyond GPUs</a>

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

MU Stock Selloff Intensifies After Google’s TurboQuant Rollout, Debt Buyback — But Retail Traders Unfazed

Google claimed its TurboQuant technology would reduce the amount of memory required to run AI models by at least a factor of six, potentially shrinking the demand for memory chips.

<ul class="summary-bullets"><li>South Korean AI startup Upstage is in talks for a major purchase of AMD’s accelerators.</li><li>AMD shares have been under pressure since last month, when its soft forecast triggered a selloff.</li><li>Stocktwits sentiment for AMD has remained ‘bearish’ for two weeks.</li></ul>Advanced Micro Devices&nbsp;declined 2% in the early premarket on Monday as reports of fresh orders failed to lift shares&nbsp;already weighed down by concerns over supply chain disruptions and potential business losses stemming from the U.S.-Iran conflict.U.S. stock futures were down early Monday as traders weighed escalating Middle East tensions; U.S. President Donald Trump has threatened to attack Iran’s power infrastructure if the country does not reopen the Strait of Hormuz.Meanwhile, South Korean AI startup Upstage is in advanced discussions to buy 10,000 MI355 AI accelerators from AMD, the tech firm’s CEO&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-23/ai-startup-upstage-looking-at-buying-10-000-amd-chips-in-korea">told</a> Bloomberg News, adding that discussions kicked off when AMD CEO Lisa Su was in Seoul last week.“We have a lot of Nvidia chips in Korea, but we want to diversify to other chips, including AMD’s,” Kim said in an interview. Upstage is a prominent startup for its advanced AI models, especially in document processing and LLMs, and backing from notable major investors, including Amazon Web Services.It is also one of four firms competing in a state-backed race to select Korea’s best national AI foundation models. The tournament, dubbed the “AI Squid Game” in a nod to the popular Netflix survival drama, is part of the country’s ambition to become one of the world’s top AI powerhouses.Although AMD shares have been depressed lately due to market volatility linked to the U.S.-Iran war, the U.S. chipmaker is gaining renewed attention after a major memory chip deal with Samsung.<h2 class="st-heading-2">AMD-Samsung Pact</h2>Last week, AMD&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-amd-stock-rising-in-premarket-today/cZ374NURIga">announced</a> a supply agreement with South Korean chip and consumer electronics giant Samsung for high-demand, high-bandwidth memory components. Samsung will supply HBM4 as the primary supplier for AMD’s MI455X accelerators used in corporate data centers and DDR5 memory chips for AMD’s Helios system based on the MI455X.The agreement, coming amidst widespread shortages and rising prices of memory chips, was&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-amd-stock-rising-in-premarket-today/cZ374NURIga">seen as a positive development</a>.In early February, AMD forecast first-quarter sales lower than the revenue it closed in the fourth quarter of 2025, fanning concerns of softness in the business and triggering an over 17% fall in the stock. AMD shares have since traded in a narrow range.<h2 class="st-heading-2">Retail’s View On AMD</h2>The view is&nbsp;gloomy among retail traders as well. On Stocktwits, sentiment for AMD has remained in the ‘bearish’ zone&nbsp;over&nbsp;the past two weeks. AMD shares currently trade near a six-month low, and some traders expect them to shoot up as war-related market pressures ease.“$QQQ notice how the entire tech sector is oversold. Institutions will begin loading up on the big tech especially $NVDA and other AI stocks. $AMD $VRT&nbsp; $AVGO Will rise due to the overselling that occurred last week,” a user&nbsp;<a href="https://stocktwits.com/VSWeWork/message/648233377">said</a>.Another&nbsp;<a href="https://stocktwits.com/dennismccain/message/648216894">wrote</a>: “$AMD is overdue for a 25% move higher.”<a href="https://stocktwits.com/symbol/AMD">AMD shares</a> are down 6% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

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

AMD Stock Slips Premarket: Traders Shrug Off Fresh AI Chip Orders In Korea

Stock declined amid market pressure despite news about discussions around a major order.

<ul class="summary-bullets"><li>AMD shares gained by over 1% amid a broader premarket rally in chip stocks.</li><li>Samsung will supply high-bandwidth memory for AMD next-gen AI data center chips.</li><li>Retail sentiment on Stocktwits for AMD remained ‘bearish.’</li></ul>Advanced Micro Devices shares gained by 1.3% in early premarket trading on Wednesday after the company announced a supply agreement for high-demand high-bandwidth memory to support its next-generation MI400 series AI chips.<h2 class="st-heading-2">Key Memory Supply Secured</h2>Samsung will supply HBM4 as the primary supplier for AMD’s MI455X accelerators used in corporate data centers, the companies said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://news.samsung.com/global/samsung-and-amd-expand-strategic-collaboration-on-next-generation-ai-memory-solutions">joint statement</a> Wednesday.&nbsp;The Korean major will also supply DDR5 memory chips for AMD’s Helios system based on the MI455X and the new Venice central processing unit design. AMD Chief Executive Officer Lisa Su and Samsung co-CEO Jun Young-hyun reportedly signed the agreement in Seoul on Wednesday.As part of the agreement, the two sides also agreed to discuss a foundry partnership. Shares in Samsung extended their gains in Seoul, climbing as much as 7.8% ahead of the announcement.<h2 class="st-heading-2">Chips, Broader Market Rebounds In Premarket</h2>In the U.S., stock futures rose as investors counted down to the Fed's meeting. Chip stocks rose,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/micron-stock-jumps-ahead-of-q2-earnings-lifts-san-disk-wdc-seagate-too-retail-gets-more-bullish/cZ373a0RIgB">led by memory chip producers</a> Micron, SanDisk, Seagate, and Western Digital.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> was up 1%.Micron is scheduled to publish its fiscal second quarter earnings after the markets close, with analysts expecting a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/micron-stock-gathers-momentum-heading-into-earnings-but-retail-warns-of-priced-in-rally/cZ336LyRIQq">blowout report</a>.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_18_at_2_49_28_PM_png_8cdc382d74.webp" alt="Screenshot 2026-03-18 at 2.49.28 PM.png" width="607" height="76"><figcaption>AMD sentiment and message volume as of March 18 | Source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment for AMD remained ‘bearish,’ as traders debated whether the momentum could sustain a breakout above key technical levels.&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD shares</a> fell below $200 last week, a level they have largely stayed above for five months prior.Year to date, AMD stock is down 8.3%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/micron-stock-jumps-ahead-of-q2-earnings-lifts-san-disk-wdc-seagate-too-retail-gets-more-bullish/cZ373a0RIgB">Micron Stock Jumps Ahead Of Q2 Earnings — Lifts SanDisk, WDC, Seagate Too: Retail Gets More Bullish</a>

The AMD booth focuses on AI and data center development at the 8th China International Import Expo. 

Why Is AMD Stock Rising In Premarket Today?

Advanced Micro Devices shares gained by 1.3% in early premarket trading on Wednesday after the company announced a supply agreement for high-demand high-bandwidth memory to support its next-generation MI400 series AI chips.

Why Is AMD (Advanced Micro Devices) Stock Rising In Premarket Today?

The chip giant announced a major memory supply agreement with Samsung.


The Apple logo displays on a screen with a person holding a phone in Knurow, Poland, on September 20, 2025. 

Apple’s AI Woes Meet A ‘Tsunami-Like’ Shock: IDC Sees Smartphone Shipments Crashing This Year

IDC forecasts a staggering 13% drop in smartphone shipments in 2026, weighed by memory chip shortages and rising phone prices.

<ul class="summary-bullets"><li>Samsung’s HBM4 module is expected to be used in Nvidia’s next-generation Vera Rubin AI accelerators.</li><li>Nvidia reportedly plans to source about 30% of its HBM4 requirements for its upcoming Vera Rubin AI chip from Samsung.</li><li>The AI giant will source the remaining 70% of the HBM4 modules from SK Hynix, with Micron no longer in the picture.</li></ul>Samsung Electronics (SSNLF) shares soared nearly 55% on Thursday after the company announced that it has shipped the world’s first commercial high bandwidth memory module, HBM4.The company announced it has begun mass production of its new HBM4 memory modules, designed for high-performance AI computing.“Instead of taking the conventional path of utilizing existing proven designs, Samsung took the leap and adopted the most advanced nodes like the 1c DRAM and 4nm logic process for HBM4,” said Sang Joon Hwang, Executive Vice President and Head of Memory Development at Samsung Electronics.<h2 class="st-heading-2">First HBM4 Modules Sent To Customers</h2>Samsung said it has sent the first HBM4 memory modules to its customers but did not name them. The company is competing with rivals in this space, such as Micron Technology Inc. (MU) and SK Hynix Inc., which also make high–performance memory chips.Samsung’s HBM4 module is expected to be used in Nvidia’s next-generation Vera Rubin AI accelerators. According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.chosun.com/english/industry-en/2026/02/09/2UOETEQR7JGP7CD43UDKWHCFQU/">report</a> by the Chosun Daily citing semiconductor analysis firm SemiAnalysis, Nvidia plans to source about 30% of its HBM4 requirements for its upcoming Vera Rubin AI chip from Samsung.The AI giant will reportedly source the remaining 70% of the HBM4 modules from SK Hynix, with Micron no longer in the picture.<h2 class="st-heading-2">Samsung’s HBM4 Module Meets Nvidia’s Requirements</h2>According to a TrendForce&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.trendforce.com/presscenter/news/20260108-12869.html">report</a> from last month, Nvidia updated the data transfer speed requirements to 11 Gbps, following a specs revision for the Vera Rubin chip in the third quarter (Q3) of 2025.Samsung’s new HBM4 module meets these requirements, with the company touting up to 11.7 Gbps data transfer speeds. The Korean giant said that this represents a 22% increase over HBM4’s predecessor, HBM3e.“HBM4's performance can be further enhanced up to 13Gbps, as well, effectively mitigating data bottlenecks that intensify as AI models continue to scale up,” it said.<h2 class="st-heading-2">ByteDance Looks At Samsung For Its AI Chips, Says Report</h2>According to a Reuters report, Chinese tech giant ByteDance is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidias-loss-is-samsungs-gain-bytedance-turns-to-korean-giant-for-in-house-ai-chips/cZb63XKR4qd">looking</a> to Samsung to manufacture an AI chip that it is currently developing.ByteDance expects to receive samples by March and plans to produce 100,000 AI chips this year, with the aim of ramping up to 350,000 chips annually.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/market/equity/bessent-backs-senate-powell-probe-instead-of-doj-senator-tillis-opposition/cZRTKd1R4rd">Bessent Backs Possible Senate Probe Of Powell Instead Of DOJ As Republicans Look To Break Senator Tillis’ Opposition: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Samsung logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Samsung Ships First Commercial HBM4 Memory Module, Nvidia’s Vera Rubin Expected To Use It: SSNLF Stock Soars 55%

The company announced it has begun mass production of its new HBM4 memory modules.

<ul class="summary-bullets"><li>ByteDance is partnering with Samsung to produce its own AI chips; the project is code-named SeedChip, according to Reuters.</li><li>As Chinese tech companies scale&nbsp;homegrown AI chips, Nvidia would face a greater challenge in reviving its China business.</li><li>Nvidia continues to face uncertainty over H200 sales to Chinese customers, a key overhang.&nbsp;</li></ul>Chinese tech giant ByteDance is developing an artificial intelligence chip and is in talks with Samsung Electronics to manufacture it, Reuters reported on Wednesday, citing sources.ByteDance —&nbsp;which holds a minority stake in TikTok after its U.S. sale&nbsp;— aims to receive sample chips&nbsp;by the end of March. It plans to produce 100,000 of those this year and eventually ramp up annual production to up to 350,000 units, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/bytedance-developing-ai-chip-manufacturing-talks-with-samsung-sources-say-2026-02-11/">report</a>.Chinese companies are ramping up efforts to develop advanced chips indigenously, in response to U.S. restrictions on the sale of high-end semiconductors from Nvidia and Advanced Micro Devices to Chinese customers.<h2 class="st-heading-2">Drag On Nvidia’s China Business</h2>If its plans&nbsp;come to fruition, it would mark a milestone for ByteDance, which has reportedly been working on the effort since 2022, and a new headache for Nvidia.The U.S. chip heavyweight has seen its China business crater amid shifting policies governing its chip sales in the country, an issue both Washington and Beijing have leveraged in diplomatic and trade negotiations.Nvidia, which is still awaiting approval to resume H200 sales, could face greater challenges rebuilding its China business if domestic tech giants succeed in developing their own advanced chips.On Stocktwits, retail sentiment for NVDA has remained ‘bearish’ over the last two days.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> are up 1% so far in 2026, compared to the 1.4% rise in the benchmark S&amp;P 500 index.<h2 class="st-heading-2">AI Chip Efforts</h2>Earlier reports from Reuters noted that ByteDance began hiring chip-related staff in 2022 and, in 2024, engaged U.S. chipmaker Broadcom to design chips that would ultimately be manufactured by TSMC.&nbsp;While ByteDance has yet to debut its own chip, rivals Alibaba and Baidu are further ahead in AI silicon. Alibaba unveiled its Zhenwu chip last month, aimed at large-scale AI workloads, while Baidu already markets chips to external customers and is preparing to spin off and list its chip unit, Kunlunxin.ByteDance’s chip project is code-named SeedChip, according to Reuters.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/salesforce-reckons-with-internal-turmoil-over-doing-ice-contracts/cZb6PgXR4qR">Salesforce Reckons With Internal Turmoil Over Doing ICE Contracts Weeks Ahead Of Key Q4 Earnings</a>&nbsp;

In this photo illustration, the Nvidia logo is seen in the background beside a printed circuit board (PCB). (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Nvidia’s Loss Is Samsung’s Gain: ByteDance Reportedly Turns To Korean Giant For In-House AI Chips

The TikTok U.S. minority owner plans to produce 100,000 of those chips this year as China races to cut reliance on U.S. chipmakers.

<ul class="summary-bullets"><li>Samsung is close to securing approval for a key AI memory chip and beginning shipments to U.S. chip customers, including Nvidia.</li><li>Tech stocks and the broader market rebounded on Friday, with Nvidia shares rising nearly 8%.</li><li>For Nvidia, investors are tracking the latest developments related to regulatory approval for the sale of its H200 to China.</li></ul>Nvidia Corp. shares declined 0.4% in early premarket trading on Monday, correcting from a sharp rally on the previous trading day.The chip designer’s shares ended 7.9% higher on Friday, nearly reversing losses in the days prior amid a sharp rebound in the border market.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> is still down 11% from its peak on Nov. 3.&nbsp;In recent news that could affect shares on Monday, Samsung is close to securing certification from Nvidia for the latest version of its AI memory chip, HBM4.&nbsp;The Korean chip maker is preparing for mass production of HBM4 in February, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-26/samsung-nears-nvidia-s-approval-for-key-hbm4-ai-memory-chips">report</a>, citing sources. Samsung is slated to begin HBM4 shipments to Nvidia and Advanced Micro Devices Inc. next month, according to the report.The development comes amid an ongoing shortage of memory chips across industries, which has boosted shares of chipmakers such as Micron, SanDisk, and Western Digital, as investors expect robust demand and higher pricing.Nvidia, a key supplier of chips and infrastructure used in AI data centers, is awaiting approval to resume sales of its H200s in China. The issue is caught up in a diplomatic quagmire between Washington and Beijing. Recent reports indicate that Beijing is close to approving imports, while the U.S. is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/watch-nvda-stock-closely-china-comeback-hits-another-roadblock-as-us-weighs-tighter-curbs/cZbSowSR4m6">considering</a> additional restrictions.Owing to the mixed news, Stocktwits sentiment has stayed ‘neutral’ for NVDA as of Monday, unchanged over the past week.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_09_at_3_01_57_PM_png_cad53c3262.webp" alt="Screenshot 2026-02-09 at 3.01.57 PM.png" width="666" height="93"><figcaption>NVDA sentiment and message volume as of February 9 | Source: Stocktwits</figcaption></figure>“In the technology arena, the Nasdaq experienced an impressive recovery led by chip giants Nvidia and Broadcom, which jumped by about 8% in a single trading day,” a user&nbsp;<a href="https://stocktwits.com/Mipel/message/644434076">said</a>, referring to the market rally on Friday. “The increase in trading volumes, which were three times higher than average in some stocks, indicates the entry of "smart" money that is taking advantage of the declines to collect goods.”For the year, Nvidia shares are down 0.6% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen on November 24, 2025 in Chongqing, China.

Why Is NVDA Stock Falling Premarket Today?

Mixed signals keep Nvidia’s Stocktwits sentiment at ‘neutral.’

<ul class="summary-bullets"><li>While Samsung has already announced its 2nm chip for smartphones, the Exynos 2600, Qualcomm is yet to announce its own offering built on the 2nm fabrication process.</li><li>Apple’s A20 chip and Qualcomm’s Snapdragon 8 Elite Gen 6, which will power this year’s flagship smartphones, are expected to be built on TSMC’s 2nm node.</li><li>Amid these concerns, Samsung President and head of global marketing, Wonjin Lee, on Tuesday warned of semiconductor shortages and price hikes.</li></ul>Qualcomm Inc. (QCOM) is reportedly in talks with Samsung Electronics (SSNLF) to manufacture next-generation 2-nanometer chips.According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/qualcomm-talks-with-samsung-electronics-contract-manufacturing-south-korean-2026-01-07/">report</a> citing the Korea Economic Daily, Qualcomm is said to be holding talks with Samsung first before reaching out to other semiconductor foundry companies.The report added that the chip’s design work has already been completed as Qualcomm gets ready to commercialize it in the near future.<a href="https://stocktwits.com/symbol/QCOM/news">Qualcomm shares</a> were down 0.6% in Wednesday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory at the time of writing.The latest report comes amid concerns that the cost of production of 2nm chips at chipmaking giant Taiwan Semiconductor (TSM) will be significantly high, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.gsmarena.com/tsmcs_2nm_chips_will_be_significantly_more_expensive_than_previous_generations-news-70951.php">report</a> by GSMArena, citing Taiwan’s Economic Daily News.While Samsung has already announced its 2nm chip for smartphones, the Exynos 2600, Qualcomm is yet to announce its own offering built on the 2nm fabrication process. Additionally, Apple Inc.’s (AAPL) A20 chip and Qualcomm’s Snapdragon 8 Elite Gen 6, which will power this year’s flagship smartphones, are expected to be built on TSMC’s 2nm node, the report added.<h2 class="st-heading-2">Samsung Warns Of Chip Shortage</h2>Samsung President and head of global marketing, Wonjin Lee, on Tuesday warned of semiconductor shortages and price hikes. In an interview&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-07/samsung-warns-of-price-hikes-as-rising-memory-costs-affect-all">with</a> Bloomberg, Lee said there will be issues with chip supplies that will affect everyone.“Prices are going up even as we speak. Obviously, we don’t want to convey that burden to the consumers, but we’re going to be at a point where we have to actually consider repricing our products,” he said in the interview.<h2 class="st-heading-2">Growing Partnership</h2>Qualcomm, the leading chip designer for smartphones globally, and Samsung, which has both a smartphone business as well as a chip-making division, have been expanding their partnership.Last year, the two companies announced an expansion of their foundry cooperation into extreme ultraviolet (EUV) technology. This included the manufacture of Snapdragon 5G chipsets using Samsung’s 7nm process, with up to 10% higher performance or up to 35% lower power consumption.<a href="https://stocktwits.com/symbol/QCOM">QCOM stock</a> is up 7% year-to-date and 14% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wharton-jeremy-siegel-three-policy-risks-january-move-markets-materially/cmxwsboR4TQ">Wharton's Jeremy Siegel Sees Three Policy Risks In January That Could ‘Materially’ Move Markets</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Qualcomm In Talks With Samsung For 2nm Chip Production Amid Concerns Of Rising Costs At TSMC: Report

The report added that the chip’s design work has already been completed as Qualcomm gets ready to commercialize it in the near future.

<ul class="summary-bullets"><li>Counterpoint cited that&nbsp;the rising chip costs could reshape vendor strategies and consumer pricing next year.</li><li>The firm said global shipments are now expected to decline by roughly 2.1% in 2026.</li><li>To cope with higher costs, some OEMs are adjusting specifications, streamlining product offerings, and moving toward premium models.</li></ul>Worldwide smartphone unit shipments are poised to fall in 2026 as manufacturers grapple with sharply higher component costs driven by memory shortages and chip price spikes, according to the latest industry data.&nbsp;According to market research firm Counterpoint Research, the rising chip costs could reshape vendor strategies and consumer pricing next year.<h2 class="st-heading-2">Market Forecast Adjustment</h2>Counterpoint Research said global shipments are now expected to decline by roughly 2.1% in 2026, compared with earlier projections of flat-to-positive growth. The revision is mainly driven by rising costs of memory components that feed into the bill of materials (BoM) for devices.Entry-level phones priced under about $200 are forecast to see the toughest hit, with BoM costs climbing sharply over the past year, the firm noted. Mid-range and high-end devices also face inflationary pressures, but at somewhat lower rates.As manufacturers pass at least part of these cost increases on to buyers, average selling prices (ASPs) are expected to rise in 2026. Larger brands with extensive product lines and strong vertical integration are said to be in a better position to absorb cost shocks.&nbsp;<blockquote>“Apple and Samsung are best positioned to weather the next few quarters.”-Yang Wang, Senior Analyst,&nbsp;Counterpoint Research.&nbsp;</blockquote><h2 class="st-heading-2">Industry Response</h2>To cope with higher costs, some original equipment manufacturers (OEMs) are adjusting specs, streamlining product offerings, and pushing consumers toward premium models with better margins. Counterpoint stated that this could accelerate market trends already underway toward fewer low-margin, entry-level handsets.“In some models, we are seeing downgrades of components like camera modules and periscope solutions, displays, audio components, and, of course, memory configurations,” said Senior Analyst Shenghao Bai.&nbsp;“Other tactics include reusing old components, streamlining the portfolio, and pushing consumers to higher-specification ‘Pro’ variants and adopting new designs to stimulate upgrades.”&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/can-iren-stock-win-back-investors-after-recent-slump/cLeJ5EKREYe">The Curious Case of IREN: Can The Neocloud Win Back Investors After A 50% Stock Slump From Its November Peak?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration a 15-year-old boy looks at a iPhone screen displaying various social media apps.

Global Smartphone Shipments To Dip In 2026, Says Counterpoint Research – Here’s How Manufacturers Are Rethinking Strategies

The market research firm said global smartphone shipments are now expected to decline by roughly 2.1% in 2026.

Samsung Electronics Co., Ltd. engages in the manufacturing and selling of electronics and computer peripherals. The company operates through following business divisions: Device Experience (DX), Device Solutions (DS), Samsung Display (SDC), and Harman. The DX division offers televisions, monitors, refrigerators, washing machines, air conditioners, smartphones, network systems, and computers. The DS division deals with semiconductor components including DRAM, NAND Flash, and mobile APs. The SDC division provides OLED panels for smartphones. The Harman division consists of digital cockpits, car audio, and portable speakers. The company was founded on January 13, 1969 and is headquartered in Suwon-si, South Korea.

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