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Dogecoin is an open-source digital currency based on the "Doge" meme that functions as a peer-to-peer medium for fast payments and digital tipping. Unlike projects backed by corporate entities, its value is driven by a global community, and the project is managed by a decentralized group of volunteers and the non-profit Dogecoin Foundation rather than a formal company.  Originally created in 2013 by software engineers Billy Markus and Jackson Palmer as a market parody, the project held no public sale or venture capital rounds. The network operates as a fork of LuckyCoin, which itself was a fork of Litecoin, using a proof of work consensus mechanism. It employs the Scrypt algorithm to ensure the mining process remains fast and efficient, with new blocks processed every 60 seconds. A unique technical feature is its use of merged mining, allowing miners to secure Dogecoin simultaneously with other Scrypt-based networks like Litecoin.  To keep transaction fees low and the network running indefinitely, Dogecoin features an uncapped supply where new coins are added forever. In a major regulatory milestone in March 2026, a joint SEC and CFTC framework officially classified Dogecoin as a digital commodity, placing it in the same asset category as gold or oil.

Dogecoin

Dogecoin is currently experiencing intense community debate, with bulls betting on technical breakouts and long-term adoption while vocal skeptics frequently label the asset a stagnant "meme coin" or a failed investment. Market participants remain focused on its prolonged consolidation phase, with the conversation dominated by conflicting calls for a major breakout and warnings of further downside volatility.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagate Technology is trending following a record-breaking earnings report that confirmed an AI-driven storage boom, with the community focused on record margins and strong capacity demand through 2027. Investors are actively debating whether this is the start of a sustained structural growth cycle for memory and storage providers or if the stocks rapid valuation climb has reached an overextended peak.

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 community debates its long-term potential amid significant battery swap infrastructure expansion and the upcoming launch of the Onvo L80 SUV. While some investors remain cautious about stock dilution and market volatility, bullish sentiment is supported by a growing presence at the Beijing Auto Show and a technical golden cross, fueling active discussions about whether current levels represent a major accumulation zone or a persistent bear trap.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors rally around the company's transformation into an AI and cloud-driven optical networking powerhouse, bolstered by strong Q1 growth, major analyst upgrades, and strategic partnerships. The community remains focused on the stock's multi-year breakout potential, fueled by enthusiasm over its role in the next generation of 6G connectivity and data center infrastructure.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is trending as investors aggressively rotate into AI storage infrastructure, driven by sustained memory pricing strength and anticipation of supply shortages extending through 2028. The community remains focused on whether current valuations can hold amid extreme volatility, with debates centered on whether recent price surges reflect structural growth or speculative exhaustion.

|The Artificial Superintelligence (ASI) Alliance is the world’s largest open-source initiative dedicated to decentralized Artificial General Intelligence (AGI). Formed in April 2024, the ASI Alliance unites SingularityNET, Fetch.ai, and Ocean Protocol, with CUDOS joining as a network member shortly after. The ASI Alliance was established through a community-approved tokenomic merger—combining $AGIX, $FET, and $OCEAN into a single token: $FET. This unified token underpins a collaborative framework designed to scale open-source AI and stand as the largest open-sourced, independent entity in AI research and development. The Alliance is committed to accelerating the advancement of decentralized Artificial General Intelligence (AGI) and, ultimately, Artificial Superintelligence (ASI). It provides a robust, open-source innovation stack, empowering developers, enterprises, and researchers globally to build ethical, scalable, and groundbreaking AI solutions. This ensures that advanced intelligence remains a shared, accessible resource, fostering innovation beyond centralized systems and promoting a future where AI benefits all.

Fetch.ai

Fetch.ai is trending as traders debate its long-term potential versus market volatility, with community sentiment split between those accumulating based on its AI infrastructure and others frustrated by recent price declines. Discussions are heavily focused on the project's real-world AI agent use cases, institutional partnerships, and the ongoing impact of broader crypto market conditions on its valuation.

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 facing intense volatility as investors weigh the company's expansion into AI-driven data center infrastructure against headwinds from sector-wide demand shifts and tariff-related margin pressure. The community remains deeply divided, with many debating whether to buy the dip for long-term growth or brace for further downside amid ongoing regulatory and geopolitical uncertainty.

Akanda Corp. is a cannabis cultivation, manufacturing, and distribution company, which engages in the provision of premium quality and ethically sourced medical cannabis products to patients. The company cultivates and processes natural cannabis at facilities in the Kingdom of Lesotho, Africa and intend to supply medicinal-grade cannabis biomass, cannabis flower, and cannabis concentrates to wholesalers. It also imports and sells medical cannabis-based products. The company was founded on July 16, 2021 and is headquartered in New Romney, the United Kingdom.

Akanda Corp

Akanda Corp is trending due to significant momentum as a low-float play, with the community closely tracking high cost-to-borrow fees and the potential for a short squeeze. Investors are actively debating the sustainability of these gains against concerns over potential share dilution and the company's long-term financial stability.

Orca is the most user-friendly DEX on Solana.  Orca is one of the first general-purpose AMMs launched on Solana. Users can swap assets, provide liquidity, and earn yield through an easy-to-use interface. Projects can use Orca as a money-lego to easily integrate swapping, farming, or on-chain data into their dApp.  Orca strives to provide easy and effective financial tools for everyone, bringing DeFi to the masses.

Orca

Orca is trending due to heightened volatility and trader interest following recent market hacks and platform updates, with the community actively debating whether the current price action is a short squeeze or a pump-and-dump scheme. Investors are closely monitoring its low circulating supply and integration developments as potential catalysts for further upward momentum.

T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

T-Mobile US is trending as investors react to the company's recent Q4 earnings report, which highlighted robust subscriber growth and strong postpaid demand despite a year-over-year decline in net income. The community remains focused on T-Mobiles aggressive integration of AI-powered translation tools and its long-term competitive positioning within the telecom sector.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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 Michael Burry attends "The Big Short" New York screening Ziegfeld Theater on November 23, 2015 in New York City. 

Michael Burry Says SOX 'Will Return To Earth' — And Reveals Fresh $330 Puts On Key Semiconductor ETF

The contrarian investor revealed in a Substack post that he has purchased puts on the iShares Semiconductor ETF (SOXX), a popular exchange-traded fund tracking American semiconductor companies, and noted that it is a new position. 

Equity

Marvell Technology (MRVL) plunged more than 17% at market open on Friday after issuing weaker-than-expected third-quarter guidance in its fiscal second-quarter report released late Thursday, which drew swift price target cuts and&nbsp;a ratings downgrade from Wall Street.<a href="http://stocktwits.com/symbol/MRVL">Marvell’s stock</a> was among the top trending tickers on Stocktwits at the time of writing. Despite the dip in its stock price, retail sentiment around the company surged to ‘extremely bullish’ from ‘bullish’ with chatter rising to ‘extremely high’ from ‘low’ levels over the past day, according to platform data.Bank of America downgraded&nbsp;Marvell’s stock to ‘Neutral’ from ‘Buy’, lowering its price target to $78 from $90, as per TheFly. The firm cited uncertainty surrounding Marvell’s role in Microsoft’s (MSFT) Maia AI accelerator and its share of Amazon’s (AMZN) next-generation 3nm project.Morgan Stanley trimmed its target on the stock to $76 from $80 while keeping an ‘Equal Weight’ rating. The firm noted that while guidance was largely in line once the sale of Marvell’s automotive Ethernet business was factored in, the data center segment “disappointed.” Morgan Stanley added that it was not surprised by the business’s “lumpiness,” but said it was unexpected that the ASIC full-year outlook continues to decline even as demand for Amazon’s Trainium processors strengthens elsewhere.&nbsp;UBS, which lowered its price target to $95 from $110,&nbsp; also pointed to “lumpiness” in Marvell’s business.&nbsp;Needham echoed similar concerns about Marvell’s next-gen XPU contracts with Amazon and Microsoft as it lowered its price target to $80 from $85, but maintained its ‘Buy’ rating on the stock.Marvell’s stock has fallen more than 41% this year and is down around 7% over the past 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-revokes-intel-samsung-sk-hynix-waivers-on-china-chip-equipment/chtTKpgRdNh">US Revokes Intel, Samsung, SK Hynix Waivers On China Chip Equipment</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Marvell Hit With Downgrade, Price Target Cuts As Analysts Flag Uncertainty In Microsoft, Amazon AI Deals

Bank of America downgraded Marvell’s stock to ‘Neutral’ from ‘Buy’, lowering its price target to $78 from $90.

Texas Instruments (TXN) announced on Wednesday that it plans to invest more than $60 billion to build and expand seven semiconductor factories in Texas and Utah, amid President Donald Trump’s push for more chipmakers to manufacture in the country.&nbsp;The seven factories will span three manufacturing mega-sites, according to the company, which said they will manufacture “hundreds of millions” of U.S.-made chips daily and create over 60,000 new U.S. jobs. The first new factory in Sherman, Texas, began production earlier this year, with additional facilities under construction.<a href="https://stocktwits.com/symbol/TXN">Texas Instruments’ stock</a> gained over 1% after the opening bell on Wednesday. Stocktwits data showed that&nbsp;<a href="https://stocktwits.com/symbol/TXN/sentiment">retail sentiment</a> improved following the news, flipping to ‘bullish’ from ‘bearish’ a day ago.The company said this would be its largest investment in foundational semiconductor manufacturing to date.“TI is building dependable, low-cost 300mm capacity at scale to deliver the analog and embedded processing chips that are vital for nearly every type of electronic system,” said Haviv Ilan, president and CEO of Texas Instruments, highlighting demand from Apple (AAPL), Ford (F), Medtronic (MDT), Nvidia (NVDA) and Elon Musk’s SpaceX.Texas Instruments is the latest player within the semiconductor industry to announce a large U.S. investment to increase manufacturing after Trump took office in January.&nbsp;Taiwan Semiconductor Manufacturing Company (TSMC) (TSM)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsmc-stock-slides-4-month-low-despite-100-billion-chip-expansion-plan/che0No9Rzy">announced</a> it would be investing $100 billion to make chips in the US back in March. Micron Technology (MU) announced an expanded $200 billion investment plan in U.S. manufacturing earlier this month – an increase of $30 billion over previous commitments.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/air-india-boeing-crash-emergency-power-system-may-have-deployed-mid-flight/chls3JTRR2d">Air India Boeing Crash: Report Says Emergency Power System May Have Deployed Mid-Flight, Raising Engine Failure Concerns</a>

Texas Instruments logo displayed on a phone screen and a laptop keyboard are seen in this illustration photo taken in Krakow, Poland on October 30, 2021. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Texas Instruments Unveils $60B Plan To Build 7 US Chip Factories Amid Trump Manufacturing Push

The company said its seven factories will span three manufacturing mega-sites and manufacture “hundreds of millions” of U.S.-made chips daily, while creating over 60,000 new U.S. jobs. 

Shares of Advanced Micro Devices (AMD) jumped by nearly 10% on Monday to hit a 6-month high after a price target hike from Piper Sandler, citing the success of AMD’s Advancing AI event last week.&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD’s stock</a> touched&nbsp;an intraday high of $127.95 in midday tradePiper Sandler raised its AMD price target to $140, citing enthusiasm over new product launches unveiled at the company’s AI event, according to a note to investors quoted by TheFly.&nbsp;It said the Helios rack is pivotal to the growth of AMD Instinct, the company’s data center GPU platform for AI and high-performance computing (HPC).The brokerage expects a recovery in the GPU segment by the fourth quarter of 2025 once China-related headwinds ease. It also noted early signs of strength returning to AMD’s client segment.Bank of America (BofA), Roth Capital, and Evercore ISI also raised their price targets on the stock on Friday following the company’s flagship annual event.BofA analyst Vivek Arya, who attended the San Jose event, said AMD demonstrated progress in platform maturity, ecosystem expansion, and software development.&nbsp;While no new hyperscaler customer was confirmed, Arya noted AMD’s expanding partnerships with Meta Platforms (META), Microsoft (MSFT), Oracle (ORCL), OpenAI, and xAI.&nbsp;He also flagged the possibility of an engagement with Amazon’s (AMZN) AWS, a key event sponsor, though AWS typically announces partnerships on its timeline.BofA maintained its ‘Buy’ rating on AMD’s stock with a price target of $130.Roth Capital raised its target to $150, also citing Helios' rack adoption, akin to Piper Sandler, and broader demand for inferencing and agentic AI workloads.&nbsp;Evercore ISI hiked its price target to $144, citing momentum in AMD’s ROCm software stack and growing traction with enterprise AI workloads.Citi, however, remained cautious, holding its $120 price target and ‘Neutral’ rating. Analyst Christopher Danely said the lack of an AI revenue outlook was a missed opportunity for further upside.Monday’s rally marks a turnaround for AMD’s stock, which is now up 4% this year but has fallen nearly 20% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amex-pledges-largest-investment-ever-to-platinum-cards-revamp/chlnuv8RRRq">Amex Pledges ‘Largest Investment Ever’ To Platinum Cards Revamp Following JPMorgan Sapphire Relaunch</a>

 Logo of the American company AMD is displayed during the Mobile World Congress 2025. (Photo by Ramon Costa/SOPA Images/LightRocket via Getty Images)

AMD Stock Hits 6-Month High After Analysts Boost Price Targets Post AI Event

Analysts said the Helios rack will play a key role in driving growth for AMD’s Instinct GPUs, which power AI and high-performance computing workloads, and could accelerate the company’s broader recovery.

Micron Technology (MU) announced on Thursday that it is expanding its investment in the U.S. to about $200 billion.&nbsp;The company said it will keep aside $150 billion for manufacturing amid U.S. President Donald Trump’s push to onshore the production of semiconductor chips. The company will also dedicate about $50 billion to R&amp;D, Micron said.The firm expects its investment to create 90,000 direct and indirect jobs.The announcement adds $30 billion to Micron’s previous investment plans.&nbsp;<a href="https://stocktwits.com/symbol/MU">Micron’s stock</a> edged 0.5% lower in morning trade.&nbsp;The expanded manufacturing footprint will include a second advanced memory fabrication plant in Boise, Idaho, alongside its existing R&amp;D operations, and a major upgrade to its Manassas, Virginia, facility.&nbsp;The company said the Idaho sites will help accelerate the development of high-bandwidth memory (HBM) products and allow it to meet rising global demand for DRAM chips, which are essential in AI and high-performance computing (HPC).“President Trump has made it clear that the time to build in America is now,” said Secretary of Commerce Howard Lutnick. “Micron’s planned investment will ensure the U.S. advances its lead across critical industries like AI, automotive, and aerospace &amp; defense.”Micron’s announcement comes on the heels of major domestic investment pledges from other chipmakers.&nbsp;Nvidia (NVDA) said in April it plans to invest $500 billion over the next four years to build AI server infrastructure in the U.S., in collaboration with Taiwan Semiconductor Manufacturing Co. (TSMC). In March, TSMC separately committed $100 billion to expand U.S. chip production.“Micron’s investment in advanced memory manufacturing and HBM capabilities in the U.S., with support from the Trump Administration, is an important step forward for the AI ecosystem,” said Nvidia CEO Jensen Huang.Micron’s stock has gained more than 35% this year but fallen over 16% in the last 12 months.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/boeing-stock-tumbles-after-air-india-787-crashes-in-ahmedabad-with-242-onboard/chlXwJWRb6A">Boeing Stock Tumbles After Air India 787 Crashes In Ahmedabad With 242 Onboard</a>

Micron Commits $200B To US Chip Manufacturing In Trump-Led Push

The company plans to keep $150 billion for manufacturing and $50 billion for R&D. 

Nvidia (NVDA) CEO Jensen Huang on Monday described artificial intelligence as the “great equalizer”&nbsp; and touted the U.K. as a prime destination for artificial intelligence investment, pledging to increase the company’s footprint in the country amid surging global demand for advanced computing infrastructure.“The U.K. is in a Goldilocks circumstance,” Huang said at London Tech Week, speaking on stage with British Prime Minister Keir Starmer and Investment Minister Poppy Gustafsson. “It’s just such an incredible, incredible place to invest. I’m going to invest here.”The remarks came as Nvidia launched a U.K. sovereign AI industry forum and secured new commitments from cloud vendors Nscale and Nebius (NBIS) to deploy data centers in Britain powered by thousands of Nvidia’s new Blackwell GPU chips earlier on Monday.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> edged 0.4% higher in pre-market trade on Monday, while&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> jumped as much as 4%.&nbsp;Huang said the U.K.’s talent base and startup ecosystem, highlighted by companies such as DeepMind, Synthesia, Wayve, and ElevenLabs, make the country well-positioned to lead in AI adoption.“The ecosystem is really perfect for take-off — it’s just missing one thing,” Huang said, referring to the lack of homegrown, sovereign AI infrastructure. Nvidia is backing a new U.K. sovereign AI industry forum to support that goal.“Infrastructure enables more research, more research, more breakthroughs, more companies,” Huang said.&nbsp;Huang also reiterated Nvidia’s core thesis that AI is reshaping the interface between humans and machines. “This new programming language is called ‘human,’” he said, as&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/06/09/we-train-ai-like-humans-now-nvidia-jensen-huang-says-.html">cited</a> by CNBC. “The way you program an AI is like the way you program a person — just ask it nicely.”“When it answers, you can say, ‘I feel like you could do even better.’ And it’ll go off and think about it — and it does do a better job,” Huang added.He said the frictionless interaction between people and computers is accelerating AI adoption, particularly among younger users. “Children are already doing that themselves naturally,” Huang said. “This is going to be transformative.”The U.K. government, under Starmer, has pledged to grow domestic computing power twenty-fold by 2030 and relax data center planning restrictions, moves likely to support AI hardware providers like Nvidia as infrastructure spending accelerates.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-backed-nebius-draws-retail-buzz-with-uk-ai-data-centre-plans/chlE28iRbUY">Nvidia-Backed Nebius Draws Retail Buzz With UK AI Data‑Centre Plans</a>

British Prime Minister, Keir Starmer (L) shakes hands with Jensen Huang, CEO of Nvidia, after a panel discussion at London Tech Week on June 9, 2025 in London, England. (Photo by Carl Court/Getty Images) 

Nvidia’s Jensen Huang Sees ‘Goldilocks’ AI Opportunity in UK, Says Infrastructure Needs To Catch Up 

Nvidia is backing a new U.K. sovereign AI industry forum to help strengthen the country's domestic AI infrastructure.

ZJK Industrial (ZJK) said Thursday it plans to scale up production to support Nvidia’s (NVDA) B40 initiative, a specialized AI chip project targeting the Chinese market.<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> edged 0.5% higher at the market open on Thursday, while&nbsp;<a href="https://stocktwits.com/symbol/ZJK">ZJK’s stock</a> jumped more than 11%.&nbsp;The B40 is based on Nvidia’s Blackwell architecture and is designed for the mid-to-high-end segment. ZJK said mass production could begin as early as June 2025, positioning the company to benefit from rising demand in the region."The B40 project presents several compelling market advantages. It complements Nvidia's RTX Pro 6000 workstation graphics cards currently being sold worldwide," ZJK CEO Ning Ding said in a statement. "According to supply chain forecasts, B40 chip shipments are expected to exceed one million units by the end of 2025."Ding emphasized the opportunity to expand alongside Nvidia’s push into China’s AI market. “As a supplier to Nvidia, we see tremendous growth potential in this project, given the market size and surging demand in the AI sector,” he said. “We expect this initiative to contribute significant year-over-year revenue growth.”ZJK added that it aims to leverage the B40 ramp-up to enhance its own business operations. “With our continued dedication to innovation and manufacturing excellence, we are confident in our ability to capture new opportunities and drive long-term growth, business upgrades, and strategic expansion,” Ding said.The B40 project has drawn attention as Nvidia works to maintain its footprint in China while complying with U.S. export controls.&nbsp;While the company’s most advanced chips face restrictions, the B40 represents a pathway for Nvidia to serve one of the world’s largest AI markets through a customized and compliant solution.Nvidia’s stock has gained 4.5% year-to-date, while ZJK’s shares have fallen nearly 45% in the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-back-in-the-drivers-seat-hikes-price-target-to-165-on-ai-demand/chkDSwoRbDU">Nvidia ‘Back In The Driver’s Seat,’ Says Daiwa, Hikes Price Target To $165 On AI Demand&nbsp;</a>

A general view of Nvidia headquarters is seen in Shanghai, China, on May 19, 2025, as Nvidia plans further investment for the Shanghai research center. (Photo by Ying Tang/NurPhoto via Getty Images)

ZJK Ramps Up Production To Back Nvidia’s China-Focused B40 Chip

ZJK Industrial CEO Ning Ding stated that the company anticipates B40 chip shipments to surpass one million units by the end of 2025.

Nvidia’s (NVDA) shares remained flat in pre-market trade on Thursday despite a price target hike by Daiwa Capital Markets&nbsp;analyst, who stated that the&nbsp;chipmaker is “back in the driver’s seat.”The brokerage raised its price target on the chipmaker to $165 from $115, implying an upside of approximately 16% from Wednesday’s close, and maintained an ‘Outperform’ rating, as&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/06/05/nvidia-is-back-in-the-drivers-seat-after-latest-earnings-daiwa-says.html">cited</a> by CNBC.Daiwa Capital Markets analyst Louis&nbsp;Miscioscia said the AI bellwether’s first quarter (Q1) earnings were impressive. He highlighted growing demand from key customers like Microsoft (MSFT), OpenAI, and Google for AI inference, suggesting that these tech giants are expanding their use of Nvidia’s AI hardware.“We are back in a rally phase given good quarterly growth and the same expectation for 2025,”&nbsp;Miscioscia wrote. “CEO [Jensen] Huang suggests that AI demand is accelerating with many more areas to grow into.”Miscioscia expects more clarity at Nvidia’s upcoming GTC event in Paris on June 11, where the company is likely to share updates on its AI chip roadmap.&nbsp;He also said the rollout of Nvidia’s new Blackwell architecture is “going very well” and projected that gross margins could return to the mid-70% range later this year.Out of the 63 analysts covering Nvidia’s stock, 56 give it a ‘Buy’ Or ‘Strong Buy’ rating, while six said ‘Hold,’ and only one has a ‘Sell’ rating. The 12-month average price target on the shares stands at $172.06, implying an upside of 21% from Wednesday’s close.Although&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> has risen 4% year-to-date, it has seen periods of pressure, including concerns about U.S. tariffs and competition from Chinese chipmaker DeepSeek.Over the past 12 months, the shares have gained more than 22%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-alibaba-ai-push-hits-regulatory-wall-due-to-rising-us-china-trade-tensions/chkum0BRbDE">Apple-Alibaba AI Push Reportedly Hits Regulatory Wall Due To Rising US-China Trade Tensions</a>

The logo of NVIDIA, an American tech company which designs and supplies GPUs, APIs, and Artificial Intelligence (AI) software and hardware, in Taipei, Taiwan, on April 16, 2025. (Photo by Daniel Ceng/Anadolu via Getty Images)

Nvidia ‘Back In The Driver’s Seat,’ Says Daiwa, Hikes Price Target To $165 On AI Demand 

Daiwa Capital Markets analyst Louis Miscioscia expects more clarity at Nvidia’s upcoming GTC event in Paris on June 11, where the company is likely to share updates on its AI chip roadmap. 

Broadcom (AVGO) shares hit an all-time high of $257.88 on Tuesday after the company announced it has begun shipping the Tomahawk 6 switch series, which delivers 102.4 terabits per second of switching capacity–double the bandwidth of any existing Ethernet switch and the highest ever achieved in a single chip.The stock trimmed earlier gains but remained up by 2% in afternoon trading.“Tomahawk 6 is not just an upgrade–it’s a breakthrough,” said Ram Velaga, senior vice president and general manager of Broadcom’s Core Switching Group.&nbsp;He said the product delivers high bandwidth, energy efficiency, and adaptive routing to handle growing demand from AI operators.The chip includes features such as real-time congestion control, telemetry, and rapid failover under a system Broadcom calls “Cognitive Routing 2.0.” These tools are optimized for large AI workloads, including reinforcement learning and model tuning.Broadcom’s networking chips are becoming increasingly central to the buildout of AI data centers.&nbsp;The scale of modern AI applications requires infrastructure that can support networks of tens or even hundreds of thousands of graphics processors. This level of connectivity demands advanced switching hardware capable of handling massive data flows without latency or power inefficiencies.Tomahawk 6 is the first in the series to use a chiplet-based architecture, combining multiple smaller chips into a single package. That design approach, also used by companies such as Advanced Micro Devices (AMD), enables better scalability and efficiency.The chip is manufactured using Taiwan Semiconductor Manufacturing Co.’s (TSMC) 3-nanometer process, one of the most advanced available.Tomahawk 6 is part of a broader portfolio of AI networking products from Broadcom, including Jericho switches, Thor network interface cards, and custom optical components.&nbsp;The company stated that it anticipates multiple large-scale deployments of the new chip, including systems that connect over 100,000 AI accelerators (XPUs).<a href="https://stocktwits.com/symbol/AVGO">Broadcom’s stock</a> has gained nearly 8% this year and 88% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jensen-huang-says-nvidia-chip-for-nintendo-switch-2-is-unlike-anything-built-before/chkrfvHRbvY">Jensen Huang Says Nvidia’s Chip For Nintendo Switch 2 Is ‘Unlike Anything We’ve Built Before’</a>

Broadcom Reports Quarterly Earnings (Photo by Justin Sullivan/Getty Images)

Broadcom Stock Hits All-Time High After Starting Shipments Of Record-Breaking 102Tbps Ethernet Switch 

Tomahawk 6 is the first in Broadcom’s series to use a chiplet-based architecture, combining multiple smaller chips into a single package.

Taiwan Semiconductor Manufacturing Company (TSMC)&nbsp;chief executive officer C.C. Wei said Tuesday that U.S. tariffs are creating some business pressure, although indirectly, and warned that rising costs could affect operations as the company invests heavily in new U.S. chip facilities.“Tariffs do have some impact on TSMC, but not directly. That’s because tariffs are imposed on importers, not exporters. TSMC is an exporter. However, tariffs can lead to slightly higher prices, and when prices go up, demand may go down,” Wei said at the company’s annual shareholders meeting, as&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/climate-energy/tsmc-says-tariffs-have-some-impact-ai-demand-robust-2025-06-03/">cited</a> by Reuters.&nbsp;Many U.S. chip designers, including Apple (AAPL), Nvidia (NVDA), Advanced Micro Devices (AMD), and Qualcomm (QCOM), rely on TSMC to fabricate their most advanced chips.“If demand drops, TSMC’s business could be affected. But I can assure you that AI demand has always been very strong and it's consistently outpacing supply,” he added.Wei said TSMC had discussed the impact of tariffs with the U.S. Commerce Department and warned that levies could raise costs at its Arizona manufacturing sites, where the company is investing $165 billion.&nbsp;“The U.S. Commerce Department said this is open for discussion, but how long that will take remains unclear,” Wei said. “The real point is that we are in active communication, because only through understanding can they realise the consequences.”He also reiterated that the additional $100 billion in investment announced in March alongside President Donald Trump will be challenging to deliver on schedule. “He said, ‘Mr Wei, do your best, that’s good enough.’”Wei dismissed speculation about a potential expansion to the United Arab Emirates, stating that TSMC has “no plans” for a Middle East facility and that it is “not very likely” the company would have customers there.Domestically, the appreciation of the Taiwan dollar has shaved more than three percentage points off TSMC’s gross margin, Wei noted, reiterating concerns shared during the company’s earnings call in April.<a target="_blank" rel="noopener noreferrer nofollow" href="http://www.stocktwits.com/symbol/TSM">TSM’s stock</a> has fallen 1% this year but gained more than 25% over the past 12 months. The shares edged 0.1% lower in pre-market trade on Tuesday.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-signs-20-year-deal-with-constellation-energy-to-buy-nuclear-power/chkr5ebRbva">Meta Signs 20-Year Deal With Constellation Energy To Buy Nuclear Power</a>

The logo of Taiwan Semiconductor Manufacturing Company (TSMC), which is a Taiwanese multinational semiconductor contract manufacturing and design company, in Hsinchu, Taiwan, on April 16, 2025. (Photo by Daniel Ceng/Anadolu via Getty Images)

TSMC CEO Says AI Demand Strong, But Trump’s Tariffs Still a Risk

Chief executive C.C. Wei also reiterated that the additional $100 billion in investment announced in March alongside President Donald Trump will be challenging to deliver on schedule.

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