SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.

Charles Schwab Corp.

Charles Schwab is trending as investors scrutinize its growth trajectory versus digital-first competitors like Robinhood, alongside ongoing community frustration regarding trading restrictions and interface transitions. Market participants are also keeping a close watch on upcoming earnings reports as the firm attempts to balance its legacy business model with increased demand for modern brokerage features.

Mask Network is the core product of Dimension, which is positioned to become the bridge that connects internet users from Web 2.0 to Web 3.0. The foundational technology of Mask Network is a peer-to-peer encrypted messaging application, with new functions continuously being created around this foundation. We at Mask Network are strong believers in the ownership economy. People should own what they produce, people should own their data, their attention and the virtual space they choose to contribute to.  Mask Network integrates decentralized social messaging, borderless payment network, and decentralized file storage and sharing to provide a safe and convenient portal for users to jump right into the continent of decentralized finance and then the new world of Web 3.0.

Mask Network

Mask Network is trending as investors capitalize on its extreme low-float status following a recent reverse split, sparking comparisons to historical micro-cap runners. The community is actively monitoring technical setups and liquidity for potential momentum swings, while enthusiasm remains high regarding its position in the AI and Web3 infrastructure space.

Journey Medical Corp. is a commercial-stage pharmaceutical company, which focuses on the development and commercialization of pharmaceutical products for the treatment of dermatological conditions. Its brands include QBREXZA, Accutane, Targadox, AMZEEQ, Ximino, ZILXI, Exelderm, and Luxamend. The company was founded by Claude Maraoui in October 2014 and is headquartered in Scottsdale, AZ.

Journey Medical Corp

Journey Medical Corp is experiencing high community interest following the FDA approval of Emrosi, with investors keenly focused on the upcoming commercialization strategy and potential for profitability in 2025. Discussion is currently centered on insurance coverage expectations, the upcoming commercialization conference call, and the belief that the stock is undervalued given its potential to capture significant market share from existing rosacea treatments.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is facing heightened volatility and selling pressure as investors weigh the impact of potential federal legislation targeting prediction markets against ongoing legal challenges, including trademark disputes with the NCAA. While some community members view the proposed restrictions as a competitive advantage that could shift volume back to licensed sportsbooks, many are actively debating the company's long-term sustainability amid persistent insider selling and intense competition from emerging platforms.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech100 is drawing significant attention from investors anticipating a potential IPO for SpaceX, with many market participants viewing the fund as a strategic proxy to gain exposure to high-growth, venture-backed companies like OpenAI and SpaceX. Community discussions are heavily focused on the fund's premium-to-NAV volatility compared to similar holdings, while bulls argue the potential for a massive, IPO-driven price squeeze makes it a compelling, albeit speculative, swing play.

Karman Holdings, Inc. engages in the design, testing, manufacturing, and sale of dependable missile systems. It offers Payload Protection & Deployment Systems, Aerodynamic Interstage Systems, and Propulsion Systems. The company was founded on August 20, 2020 and is headquartered in Huntington Beach, CA.

Karman Holdings Inc.

Karman Holdings Ord Shs

Karman Holdings is generating significant interest after reporting strong quarterly results and raising its revenue and EBITDA guidance, fueling optimism around its role in hypersonic defense and the munitions "super cycle." While some investors express caution regarding the stock's valuation and the impact of its recent expansion through acquisitions, the community remains bullish on its long-term fundamentals and potential as a critical player in national defense.

ORCASM is a filthy little memecoin that knows exactly what you came for. It launched on Orca's Wavebreak but was born to make waves—wet, loud, and unforgettable. This isn’t your ordinary meme. ORCASM builds up the tension slow, goes deep, and leaves you gasping for more. It’s raw, unfiltered trencher energy dripping with shameless satisfaction. No promises. No roadmaps. Just pure, orcasmic pleasure.

Orcasm

Orcasm is surging as the latest marine-themed meme coin, drawing intense community focus as traders pivot away from traditional animal-based assets. While supporters celebrate a high-velocity rally driven by whale-watching sentiment, skeptics remain vocal, warning of typical high-risk market volatility and potential pump-and-dump mechanics.

Polywhale

Investors are actively driving social sentiment for Krill within the decentralized finance space, leading to speculative community discussions comparing the asset to other marine-themed tokens in the sector.

Jefferies Financial Group, Inc. is a holding company, which engages in the provision of financial services. It operates through Investment Banking and Capital Markets, and Asset Management. The Investment Banking and Capital Markets segment involves the provision of underwriting and financial advisory services in the Americas, Europe and the Middle East, and Asia-Pacific. The Asset Management segment includes investing seed and additional strategic capital. The company was founded in 1968 and is headquartered in New York, NY.

Jefferies Financial Group Inc

Jefferies Financial Group is trending as investors weigh potential takeover interest from Sumitomo Mitsui Financial Group (SMFG), which has fueled speculation despite reports that no immediate plans exist. The community remains focused on the company's role as a bellwether for investment banking and capital markets, while debate continues over its exposure to recent private credit defaults and legal challenges.

Navan, Inc. engages in offering a cloud-based technology platform for travelers. Its products include business travel and expense management. The company was founded by Ariel Cohen and Ilan Twig in February 2015 and is headquartered in Palo Alto, CA.

Navan Inc. - Ordinary Shares - Class A

Navan shares are experiencing high volatility as investors weigh strong revenue growth and AI platform integration against concerns regarding profitability and recent insider selling. While some community members view the stock as a long-term play on travel disruption, others remain skeptical about its valuation and post-IPO performance.

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<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.

Equity

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.

<ul class="summary-bullets"><li>iPhone 17 Sales in China and the U.S. grew by double digits in October, while Q3 shipments increased 9% YoY.</li><li>The new iPhone Air and memory adjustments contributed to strong adoption rates.</li><li>Samsung is likely to remain second globally in shipments due to rising competition from Chinese manufacturers.</li></ul>Apple Inc. (AAPL) is expected to reclaim the top spot in worldwide smartphone shipments, surpassing Samsung Electronics for the first time in 14 years, and maintain leadership through 2029.According to market research firm Counterpoint, global smartphone shipments are projected to rise 3.3% year-over-year (YoY) in 2025, driven primarily by Apple's strong performance.&nbsp;<h2 class="st-heading-2">iPhone 17 Driving Strong Sales&nbsp;</h2>Apple’s launch of the iPhone 17 series has generated notable momentum, said Counterpoint. Sales in China and the U.S. grew by double digits in October, while third-quarter (Q3) shipments increased 9% YoY.&nbsp;The firm highlighted that consumers who bought devices during the COVID-19 boom are now in the upgrading phase, alongside the 358 million second-hand iPhones sold globally between 2023 and mid-2025, creating a large replacement market. The new iPhone Air and memory adjustments contributed to strong adoption rates.<a href="https://stocktwits.com/symbol/AAPL">Apple’s stock</a> inched 0.7% higher on Wednesday mid-morning. However, on Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:933/113;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_26_113356_png_2244ea64bf.webp" alt="AAPL’s Sentiment Meter and Message Volume as of 11:20 a.m. ET on Nov. 26, 2025 | Source: Stocktwits" width="933" height="113"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 11:20 a.m. ET on Nov. 26, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Samsung Performance</h2>Samsung is forecast to grow 5% in 2025, bolstered by a resilient supply chain and strategic enhancements to its A series. Emerging markets such as India, Southeast Asia, and the Middle East are expected to support continued growth.&nbsp;Despite this, the research firm said Samsung is likely to remain second globally in shipments due to rising competition from Chinese manufacturers and pressure in the mid-range segment.Combined with potential software enhancements and a major redesign in 2027, Apple is positioned to maintain a competitive edge through the end of the decade, the firm noted.AAPL stock has gained over 11% in 2025 and over 18% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/datavault-ai-taps-wbc-partnership-to-monetize-global-boxing-fandom/cL538mIREWg">Datavault AI Taps WBC Partnership To Monetize Global Boxing Fandom</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

New Apple iPhone 17 Pros are displayed during an Apple special event at Apple headquarters.

Apple Set To Overtake Samsung As Top Smartphone Seller In 2025

iPhone 17 Sales in China and the U.S. grew by double digits in October, while Q3 shipments increased 9% YoY.

Counterpoint Research said global smartphone shipments are projected to rise 3.3% year over year in 2025, driven primarily by Apple's strong performance. 


Qualcomm Inc. (QCOM) CEO Cristiano Amon reportedly stated on Friday that Intel Corp.’s (INTC) chip-making technology is not yet good enough for the company to consider it as a potential supplier.Amon said in an interview&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-05/qualcomm-ceo-says-intel-s-chip-production-not-good-enough-yet">with</a> Bloomberg that Qualcomm could eventually consider Intel if the 57-year-old company can churn out more efficient chips.“Intel is not an option today. We would like Intel to be an option,” Amon said, according to the report. Amon added that Qualcomm will stick to its existing suppliers, Taiwan Semiconductor Manufacturing Co. (TSM) and Samsung Electronics Co. (SSNLF) for now.<a href="https://stocktwits.com/symbol/QCOM">Qualcomm’s shares</a> edged lower by 0.14% in Friday’s midday trade, while Intel’s shares were down 1.26%. Retail sentiment on Stocktwits around Qualcomm trended in the ‘bullish’ territory, while users felt ‘bearish’ about Intel.Qualcomm is a fabless chip designer, and it outsources the manufacturing of its chips to companies like TSMC and Samsung. Intel, on the other hand, designs and manufactures its own chips. However, as part of its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-ceo-lip-bu-tan-reportedly-plans-manufacturing-overhaul/ch70D6SRbc4">turnaround efforts</a>, the chip maker is trying to attract customers like Qualcomm.Intel’s struggles with manufacturing processes and inability to overcome defects led former CEO Pat Gelsinger to gamble on the 18A fabrication process. He famously said once that he’d “bet the whole company on 18A” – a gamble that did not pay off and led to his&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-stock-hits-5-month-low-as-mizuho-lowers-price-target-citi-stays-neutral-as-investors-await-pat-gelsinger-replacement/chGWszjRZU">ouster</a> in December.In August, the Trump administration announced that the U.S. government had picked up a 10%&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kevin-hassett-us-stake-intel-like-down-payment-on-sovereign-wealth-fund/chssoWyRd1r">stake</a> in Intel in exchange for CHIPS Act funding. Intel CFO David Zinsner subsequently said the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-received-5-7-billion-from-us-government-cfo-david-zinsner/chs6hLkRdmC">received $5.7 billion</a> from the government.<a href="https://stocktwits.com/symbol/QCOM">QCOM stock</a> is up 4% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/QCOM">INTC stock</a> is up 21%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stocks-making-the-biggest-moves-today-september-5/chwI17jRdqX">Broadcom, Tesla, Lululemon, UiPath, Samsara: Stocks Making The Biggest Moves Today</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Qualcomm CEO Reportedly Says Intel’s Chip-Making Technology Not Good Enough Yet

Cristiano Amon stated in an interview with Bloomberg that Qualcomm could eventually consider Intel if the 57-year-old company can churn out more efficient chips.

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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