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Invesco QQQ Trust Series 1

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

NVIDIA Corp

Despite strong earnings, NVIDIA is trending down, sparking debate about an AI bubble. The community is actively discussing whether the drop is a market correction, profit-taking, or manipulation by institutional investors. Some also point to comments from a Fed official raising concerns about valuations as a contributing factor.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is experiencing high volatility as traders debate whether recent drops signal a larger market correction or just a temporary pullback, fueled by concerns around AI valuations and potential recession indicators. Community sentiment is mixed, with some anticipating a bounce while others brace for further declines, closely watching key support levels and VIX movements. The conversation includes speculation about the Fed's next moves and the impact of economic data on market direction.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending amid a sharp intraday reversal, prompting discussions about potential market manipulation and the strength of the AI sector following Nvidia's earnings; traders are actively debating whether this pullback represents a buying opportunity or the start of a deeper correction, with some pointing to possible Yen carry trade issues.

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

Walmart Inc

Walmart is trending following a strong Q3 earnings report that included raised FY26 guidance and a surge in e-commerce sales, with discussion around its potential move to the Nasdaq. Community talking points include whether Walmart is a safe haven during market volatility and the impact of potential government shutdowns on SNAP benefits and consumer spending at Walmart stores.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing a significant downturn, sparking debates about its role as a store of value and potential for further decline. Community discussions revolve around possible bottom levels, with some anticipating a substantial bounce while others fear a continued slide. The broader market context, including potential impacts from macroeconomic factors and liquidations, is also fueling uncertainty and volatility.

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

Micron Technology Inc.

Micron Technology Inc

Micron is trending following a target price increase from UBS and rising memory prices linked to AI data-center demand, fueling discussions about its growth potential. Community members are weighing the bullish outlook against concerns of an overbought condition after the stock's significant year-to-date gains. Discussions also focus on potential short-term pullbacks versus long-term opportunities in the semiconductor space.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MELI is experiencing a significant downturn, with discussions focusing on a recent shelf filing and potential competition from Amazon as possible catalysts. The community is expressing concerns about the stock's performance, with some seeing the dip as a buying opportunity while others are wary of further declines. Broader macroeconomic factors and regional risks in Latin America are also being considered as contributing factors to the volatility.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is trending as it hits fresh 52-week lows, with the community debating whether it's a buying opportunity or if further downside is expected due to its correlation with Bitcoin. Despite the recent price drop, some traders are noting unusual call option activity, suggesting contrarian bullish bets, while others point to potential liquidation levels and debt concerns.

Seres Therapeutics, Inc. engages in the development of biological drugs through microbiome therapeutics platform. Its product pipeline includes SER-109, SER-287, SER-301, and SER-401. The company was founded by Geoffrey von Maltzahn, David A. Berry, and Noubar B. Afeyan on October 18, 2010 and is headquartered in Cambridge, MA.

Seres Therapeutics Inc

MCRB is trending due to speculation around a potential buyout, potentially by Nestl, with community members pointing to insider activity and upcoming deadlines as possible catalysts. Discussions involve the likelihood of a deal versus other options like partnerships or further funding, and some traders are actively playing short-term volatility while awaiting news. Concerns are also emerging due to executive departures and recent insider sales.

Grab Holdings Ltd. engages in the provision of millions of people each day to access its driver- and merchant-partners to order food or groceries, send packages, hail a ride or taxi, pay for online purchases or access services such as lending, insurance, wealth management and telemedicine, all through a single “everyday everything” app. The firm operates in food deliveries and mobility and by TPV in the e-wallets segment of financial services in Southeast Asia. It operates across the deliveries, mobility and digital financial services sectors in eight countries namely: Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand and Vietnam. The company was founded by Anthony Tan Ping Yeow and Tan Hooi Ling in 2012 and is headquartered in Singapore.

Grab Holdings Limited - Ordinary Shares - Class A

Grab Holdings Limited

Grab Holdings is trending as investors analyze its growth potential in Southeast Asia's digital economy, with key discussions around profitability, fintech expansion, and a potential push into autonomous vehicles. Community sentiment seems bullish, with many anticipating a rise towards the $6-$8 range in the near term, and some highlighting recent news around partnerships and institutional investment as positive catalysts.

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Should Vanguard Small-Cap ETF (VB) Be on Your Investing Radar?

<ul class="summary-bullets"><li>The Northern Data deal will help Rumble to scale and expand its cloud business.</li><li>Following the closing, Tether has agreed to become a vital anchor customer of the combined group.&nbsp;</li><li>Rumble stock is down over 57% YTD.</li></ul>Conservative video-sharing platform Rumble, Inc. (RUM) shares climbed nearly 16% in Monday’s early premarket session after the company agreed to buy German artificial intelligence (AI) infrastructure company Northern Data and secured an advertising commitment from Tether.Rumble’s CEO Chris Pavlovski hinted at the company’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rumble-ceo-bats-for-northern-data-acquisition-bid/chrH3HnRden">interest</a> in acquiring Tether-backed Northern Data on the second-quarter earnings call in mid-August.<h2 class="st-heading-2">Rumble’s Northern Data Buy</h2>In a statement, the Longboat, Florida-based Rumble said it has signed a business combination agreement with Northern Data under which it will submit a voluntary public exchange offer to all shareholders of Northern Data. Once completed, the deal will enable Rumble to scale and expand its cloud business with the addition of one of the largest GPU estates in Europe, along with a data center business.The transaction will also help accelerate “Rumble's international expansion strategy, provide a significant revenue growth opportunity, and enable an acceleration of Rumble's creator, video, and advertising AI roadmap.”Once the exchange offer is completed, Rumble will gain one of the largest GPU fleets, comprising&nbsp;22,400 NVIDIA GPUs, including 20,400 NVIDIA H100s and 2,000 NVIDIA H200s.<h2 class="st-heading-2">The Tether Financing</h2>Separately, Rumble also stated that Tether has agreed to provide a $100 million advertising commitment over a two-year period, starting in the first quarter of 2026. The company noted that the funding commitment follows its definitive agreement to acquire Northern Data. Following the closing, Tether has agreed to become a vital anchor customer of the combined group.&nbsp;Incidentally, Tether has made a $775 million strategic investment in Rumble, which was first announced in December.The advertising commitment included Rumble Wallet integration, expansion of creator monetization and ecosystem expansion.Pavlovski said, “Integrating advertising with Rumble Wallet is paving the way for a transparent, privacy-focused, and independent future of monetization and engagement for creators and users."<h2 class="st-heading-2">Rumble’s Q3 Results</h2>Rumble reported fiscal year 2025, third-quarter revenue of $24.8 million, down from the year-ago’s $25.1 million, and loss per share of $0.06, narrower than the loss of $0.15 reported for the year-ago quarter. The revenue trailed the $26.86 million consensus provided by Fiscal.ai. The loss per share was in line with expectations.The company stated that its monthly average users (MAUs) decreased year over year (YoY) to 47 million from 51 million, attributing the drop partly to the slowdown in news and political commentary outside of a U.S. election cycle, combined with seasonality related to content creators.&nbsp;Retail sentiment toward the Rumble stock among the users of the Stocktwits platform improved a few notches within the ‘bullish’ territory as of early Monday, and the message volume remained at ‘high’ levels.Rumble stock is down more than 57% 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/tsmc-stock-rises-nearly-3-premarket-as-traders-shrug-off-slower-october-growth/cLPcQzSREcu">TSMC Stock Rises Nearly 3% Premarket As Traders Shrug Off Slower October Growth, AI Bubble Fears</a>

 2025/02/03: In this photo illustration, the Rumble logo is seen displayed on a smartphone screen.

Why Rumble Stock Is Soaring Nearly 16% In Premarket 

Rumble confirmed a deal to buy AI infrastructure company Northern Data and also secured a $100 million advertising commitment from Tether.

Equity

VB, NRG, SOFI, FIX: Large Outflows Detected at ETF

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Vanguard Small-Cap ETF (Symbol: VB) where we have detected an...

<ul class="summary-bullets"><li>Despite the mixed results and weak outlook, the company stated that it continued to execute its 2025 game plan, which focuses on “rapid growth, profitability, and AI leadership.”</li><li>The company also highlighted its “exceptional credit performance.”</li><li>Upstart stock has lost about 25% for the year.</li></ul>Upstart Holdings, Inc. (UPST) shares fell over 14% in Wednesday’s early premarket session as investors reacted to the cloud-based artificial intelligence (AI)-powered lending platform’s mixed third-quarter results and subpar outlook. The stock appears on track to break below the $40 psychological mark for the first time since late April.<a href="https://stocktwits.com/symbol/UPST">UPST’s stock</a> has been on a volatile ride this year,&nbsp;having assumed “meme status” amid strong retail interest.<h2 class="st-heading-2">What Retail Feels About UPST Stock After Q3 Print</h2>On Stockwits, retail sentiment toward Upstart stock improved to ‘extremely bullish’ as of early Wednesday, improving from the ‘bullish’ mood observed the day before. The message volume also perked up to ‘extremely high’ levels. Over the 24 hours leading up to late Tuesday, retail chatter on the stream spiked by about 760%. The stock&nbsp;was among the top five trending equity tickers on the platform as of early Wednesday.<figure class="image"><img style="aspect-ratio:680/58;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_05_at_4_33_24_AM_png_ea68e62676.webp" alt="Screenshot 2025-11-05 at 4.33.24 AM.png" width="680" height="58"><figcaption>UPST sentiment and message volume as of 4:30 a.m. ET, &nbsp;Nov. 5 | source: Stocktwits</figcaption></figure>A bullish watcher said they were buying in the low $40s and hoped for a flip.<stembedurl>https://stocktwits.com/Sondreeehh/message/634976080</stembedurl>Another user urged fellow retailers to hold the stock, stating that the government shutdown will end soon.<stembedurl>https://stocktwits.com/whiskeyverse/message/634975822</stembedurl><h2 class="st-heading-2">Upstart’s Q3 Earnings Snapshot</h2>San Mateo, California-based Upstart reported an adjusted profit of $0.50 for the third quarter of the fiscal year 2025, reversing from a loss of $0.06 a year ago. Revenue increased 71% year over year (YoY) to $277 million, as transaction volume rose 128%.According to the Fiscal.ai-compiled consensus, the company was expected to report EPS of $0.42 and revenue of $279.62 million.CEO Dave Girouard said, “In Q3, we continued to execute on our 2025 game plan of rapid growth, profitability, and AI leadership — all anchored in exceptional credit performance.” “The results include 80% year-on-year growth in originations with 71% growth in revenue, and a sixfold sequential increase in GAAP net income.”The company guided fourth-quarter revenue to about $288 million and full-year revenue to $1.035 billion, below the average analyst’s estimates of $303.65 million and $1.06 billion, respectively.Upstart stock has lost about 25% for the year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/amd-analyst-lifts-price-target-eyes-2-big-catalysts/cL2qXtTREGB">AMD Analyst Lifts Price Target, Eyes 2 Big Catalysts: Stock Slides Premarket Despite Q3 Beat</a>

 In this photo illustration, the Upstart Holdings logo is seen displayed on a smartphone screen.

Why Upstart Stock Is Plunging Over 14% Premarket Today

Upstart stock is on track to drop below the $40 mark for the first time since late April as it plunges hard in premarket following its Q3 report.

<ul class="summary-bullets"><li>The previous Joe Biden administration advanced the government loan during the last leg of his presidency.</li><li>Rivian expects to expand production of its low-cost R2 lineup when the Georgia plant comes online</li><li>Rivian’s stock is up just 1.5%&nbsp;this year compared&nbsp;with Tesla’s 14% advance.</li></ul>Rivian Automotive said it plans to access federal loan funds only after construction begins on its new manufacturing plant in Georgia, which is slated to start in 2026. Vehicle production at the site is expected to begin in 2028.&nbsp;The company hasn't specified when it will begin drawing on the $6.6 billion loan, but a company spokesperson confirmed to Stocktwits in an email that, under its terms, Rivian must begin construction and contribute equity before accessing the funds. The plant, however, doesn't need to be completed before loan draws can begin. Rivian CFO Clair McDonough communicated the stance in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-29/rivian-cfo-says-ev-maker-won-t-tap-us-government-loan-until-2028?srnd=homepage-americas">interview</a> with Bloomberg.<a href="https://stocktwits.com/symbol/RIVN">Rivian’s stock</a> is up just 1.5%&nbsp;this year compared&nbsp;with Tesla’s 14% advance, clearly underperforming the broader market amid macroeconomic and fundamental challenges.<h2 class="st-heading-2">Holding Off On Government Largesse</h2>Speaking to reporters in Detroit, McDonough said, “It’d be prior to starting production in 2028 that we’d be drawing down the loan,” a Bloomberg report&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-29/rivian-cfo-says-ev-maker-won-t-tap-us-government-loan-until-2028?srnd=homepage-americas">stated.</a>&nbsp;The government loan advanced by the previous Joe Biden administration during the last leg of his presidency remains in limbo, given President Donald Trump’s&nbsp;stance against clean energy, particularly EVs. In May, Energy Secretary Chris Wright reportedly said his agency didn’t plan to honor the billions of dollars in loan commitments made by the previous administration. Incidentally, the timeline flagged by the Rivian CFO would fall in the next presidential election year.Rivian rehashed its production plans last year and opted to manufacture its upcoming low-cost R2 EV lineups at its existing Normal, Illinois, plant in 2026 with an eye on curbing costs. It expects to expand production of this lineup when the Georgia plant comes online and also use this plant to produce its proposed R3 model.&nbsp;<h2 class="st-heading-2">What Retail Is Feeling About Rivian</h2>On Stocktwits, retail sentiment toward Rivian stock worsened to ‘neutral’ as of early Wednesday from ‘bullish’ a day ago. The message volume on the stream remained ‘normal.’A watcher said they expect Rivian’s earnings, due after the market closes on Nov. 4, to surprise many people. Among the dynamics they discussed are “loss of low margin regulatory credits,&nbsp; 250 million settlement, which is a bargain, Q4 R1 sales guidance, VW milestone strategic delay.” Last week, Rivian agreed to pay $250 million to settle a class action lawsuit brought by holders of its shares from November 2021 through March 2022, while denying any wrongdoing.<stembedurl>https://stocktwits.com/JeffersonsStarship/message/634087072</stembedurl>Another user predicted a stock run-up to $14.50 before it sells off following the earnings report.<stembedurl>https://stocktwits.com/conweir444/message/634047524A</stembedurl><h2 class="st-heading-2">Rivian’s Challenges</h2>An uncertain macroeconomic and geopolitical backdrop has weighed on an industry operating in a capital-intensive environment. The Trump administration’s decision to end the federal EV tax credit has made matters worse. The company also opted for cost-saving initiatives this month, including a rumored 4% workforce reduction.Rivian’s stock snagged a downgrade in mid-October, as Mizuho analyst Vijay Rakesh expressed worries about slowing EV demand as Inflation Reduction Act credits expire, the Fly reported. The analyst cut Rivian's 2026 deliveries forecast to 60,000 units from 68,000 units, below the consensus of 72,000.Editor’s note: This story has been updated to reflect revisions made by the primary source, Bloomberg News, which clarified the timing of when Rivian may access its federal loan.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/toyota-says-no-explicit-promise-was-made-about-10-b-us-investment/cLGZ9NQR3vl">Toyota Pushes Back On Trump’s Claims: No ‘Explicit’ Promise Was Made About $10B US Investment</a>

A Rivian charges outside of Blink Charging's new flagship manufacturing facility in Bowie, Md., on Monday March 11, 2024. (Tom Williams/CQ-Roll Call, Inc via Getty Images)

Rivian To Tap Federal Loan Only After Georgia Plant Construction Begins

 The previous Joe Biden administration advanced the government loan during the last leg of his presidency.

Rivian to Tap Federal Loan Only After Georgia Plant Construction Begins

<ul class="summary-bullets"><li>The Q3 growth was driven primarily by System-on-a-Chip solutions for AI applications and strong performance in memory.</li><li>Teradyne said Sanjay Mehta, who has served as CFO since 2019, will step down and be replaced by Michelle Turner, effective Nov. 3.</li><li>Teradyne stock has gained 15% year-to-date.&nbsp;</li></ul>Teradayne, Inc.’s (TER) stock jumped nearly 22% in Tuesday’s extended trading after the semiconductor testing solutions company reported a quarterly beat and issued a strong outlook, citing strong artificial intelligence (AI)-related demand in compute and memory.If the after-hours buoyancy carries over into Wednesday’s session,&nbsp;<a href="https://stocktwits.com/symbol/TER">Teradyne stock</a> is on track to record its best day ever.<h2 class="st-heading-2">Teradayne’s Q3 Earnings Snapshot</h2>North Reading, Massachusetts-based Teradyne attributed its better-than-expected third-quarter fiscal year 2025 results to substantial chip-testing revenue. CEO Greg Smith said, “Our Semiconductor Test Group delivered third quarter sales that exceeded expectations, driving company sales and profit to the high end of our Q3 guidance range.”“Growth was driven primarily by System-on-a-Chip (SOC) solutions for artificial intelligence applications and strong performance in memory.”Here’s how the headline numbers compare to the consensus:- Revenue: $769&nbsp;million (up 4% YoY) Vs. $743.85&nbsp;million consensus (Fiscal.ai-compiled)-Adjusted earnings per share (EPS): $0.85 Vs. $0.79<h2 class="st-heading-2">Teradyne’s Q4 Outlook</h2>Looking ahead, Smith signaled robust AI-related test demand across compute, networking and memory segments in the fourth quarter. The company forecast fourth-quarter revenue of $920 million to $1 billion, marking a 25% year-over-year (YOY) growth and a 27% sequential increase. It also expects adjusted EPS of $1.20 to $1.46, excluding amortization of acquired intangible assets and amortization of the company’s investment in Technoprobe, as well as the related tax impact.The guidance exceeds the consensus estimates, which call for revenue of $816.64 million and adjusted EPS of $1.02.<h2 class="st-heading-2">What Retail Says About Teradyne’s Results</h2>On Stocktwits, retail sentiment toward Teradyne stock improved to ‘extremely bullish’ as of late Tuesday, from ‘bullish’ a day earlier. The message volume on the Teradyne stream over the 24 hours leading up to late Tuesday jumped 3,700%.A bullish user said they added the Teradyne stock to the ‘longs’ list as they predicted a breakout following a long period of consolidation.<stembedurl>https://stocktwits.com/followtrendm/message/630924372</stembedurl>Another user expected the stock to hit $200 soon. It ended Tuesday’s session down 2.12% at $144.38.<stembedurl>https://stocktwits.com/onlythebestcompanies/message/634073904</stembedurl><h2 class="st-heading-2">CFO Transition</h2>Separately, Teradyne said Sanjay Mehta, who has served as CFO since 2019, will step down and be replaced by Michelle Turner, effective Nov. 3. Mehta will remain as an executive advisor to support capacity expansion driven by semiconductor testing demand before retiring in 2026.Teradyne stock has gained 15% year-to-date. The average price target for the stock is $143.81, according to Koyfin, implying downside potential of 0.40%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-mania-deepens-wedbush-calls-its-chips-new-oil-after-500-b-ai-backlog/cLGZ4MYR3vW">Nvidia Mania Deepens: Wedbush Calls Its Chips The ‘New Oil’ As $500B AI Backlog Fuels Bulls</a>

Teradyne built a sprawling campus in North Reading that has lots of amenities for employees. (Photo by Dina Rudick/The Boston Globe via Getty Images)

Teradyne Stock Soars After-hours As AI Demand Spurs Q3 Beat, CFO To Step Down

The Q3 growth was driven primarily by System-on-a-Chip solutions for AI applications and strong performance in memory.

UiPath Inc. (PATH) stock hit a 16-month high after surging past $18 on Thursday and became the top trending equity ticker on Stocktwits as investors praised the company’s potential within the artificial intelligence space and partnerships with major technology giants.&nbsp;<a href="https://stocktwits.com/symbol/PATH">UiPath stock</a> traded over 15% higher on Thursday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:932/104;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_09_135509_png_0b211b0ab1.webp" alt="PATH’s Sentiment Meter and Message Volume as of 01:40 p.m. ET on Oct. 9, 2025 | Source: Stocktwits" width="932" height="104"><figcaption>PATH’s Sentiment Meter and Message Volume as of 01:40 p.m. ET on Oct. 9, 2025 | Source: Stocktwits</figcaption></figure>The stock saw a 188% increase in user message count in 24 hours as of Thursday morning. A bullish Stocktwits user called the stock “Palantir of AI agents,” and praised the series of partnerships with Nvidia Corp., OpenAI, Alphabet Inc.’s Google, and Snowflake Inc.<stembedurl>https://stocktwits.com/GordonGekko888/message/631697273</stembedurl>Another user anticipates the stock will touch $28 next month.&nbsp;<stembedurl>https://stocktwits.com/tony96/message/631695892</stembedurl>Last week, BMO Capital analyst Keith Bachman raised the price target on the stock to $13.00 from $12.50 while reiterating a "Market Perform" rating, on the heels of UiPath’s recent product announcements and strategic partnerships, according to TheFly.The firm highlighted that the enhancements to UiPath’s Maestro orchestration platform and fresh alliances reflect positive momentum. UiPath is a company focused on agentic automation, helping businesses use AI agents to perform and enhance complex tasks.&nbsp;In September, the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uipath-collaboration-nvidia-openai-google-snowflake-agentic-automation/chDDBJ0R3BM">announced&nbsp;</a>a series of partnerships with Nvidia Corp. (NVDA), OpenAI, Alphabet Inc.’s (GOOG) (GOOGL) Google, and Snowflake Inc. (SNOW) on agentic automation.&nbsp;UiPath plans to use Nvidia’s Nemotron foundation model to power agentic AI, allowing businesses to run advanced tools like language processing, image recognition, and predictive analytics. These tools will support critical tasks, including fraud prevention and healthcare operations.UiPath stock has gained over 44% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-gets-a-wall-street-boost-cantor-fitzgerald-raises-price-target-to-300-on-ai-demand-potential/ch67xadR31d">Nvidia Gets A Wall Street Boost, Cantor Fitzgerald Raises Price Target To $300 On AI Demand Potential</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The UiPath logo appears on a smartphone screen and on a laptop computer screen in this photo illustration in Athens, Greece, on October 3, 2025. 

UiPath Stock Surges To 16-Month Highs As AI Partnerships Spark Investor Buzz

Retail investors praised UiPath’s series of partnerships with Nvidia Corp., OpenAI, Alphabet Inc.’s Google, and Snowflake Inc. on agentic automation. 

Video-sharing platform Rumble Inc.’s (RUM) shares surged 11% on Friday morning and became the top trending ticker among equities on Stocktwits after the announcement of its partnership with AI startup Perplexity.The stock saw a 421% increase in user message count in 24 hours on Stocktwits, as of Friday morning. Retail sentiment around Rumble stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume jumped to ‘extremely high’ from ‘normal’ levels in 24 hours.<figure class="image"><img style="aspect-ratio:929/104;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_03_101215_png_2f64c410fc.webp" alt="RUM’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Oct. 3, 2025 | Source: Stocktwits" width="929" height="104"><figcaption>RUM’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Oct. 3, 2025 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user commended the partnership.&nbsp;<stembedurl>https://stocktwits.com/FightingIrish33/message/630911707</stembedurl>Another user called the deal a “huge value add”.<stembedurl>https://stocktwits.com/CheezeTrades/message/630911591</stembedurl>Rumble’s partnership with Perplexity is expected to enhance the way users discover and interact with digital media. The deal centers on deploying Perplexity’s AI-driven tools to bolster search functionality on Rumble.com, improve content discovery, and introduce a dual subscription offering that combines Rumble Premium with Perplexity Pro.&nbsp;In addition, Perplexity’s newly launched browser product, Comet, will be featured across Rumble’s ecosystem and promoted through its internal ad platform.&nbsp;The collaboration aims to benefit creators by enhancing audience reach while facilitating users' ability to locate specific content more efficiently. Perplexity’s Comet delivers real-time, contextual insights while browsing, learning from user interactions to improve search relevance and engagement.&nbsp;Alongside this, Rumble will roll out a subscription bundle pairing its Premium service with access to Perplexity Pro. Rumble stock has lost 34% year-to-date and has gained over 63% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/unusual-machies-stock-rallies-10-percent-after-company-wins-defense-drone-order-from-red-cat/chCulNlR3Q3">Unusual Machines Stock Rallies 10% After Company Wins Defense Drone Order From Red Cat</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of Rumble Inc. 

Rumble’s Deal With Perplexity Spurs Over 400% Surge In Retail Investor Chatter On Stocktwits

The stock saw a 421% increase in user message count in 24 hours after announcing a partnership with AI startup Perplexity. 

Shares of conservative video-sharing platform Rumble Inc. (RUM) climbed over 11% in Thursday’s after-hours session, with the rally picking up further steam in overnight trading. The after-hours strength followed the media company's announcement of an artificial intelligence (AI) partnership.On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/RUM">Rumble stock</a> remained ‘bullish’ (75/100) as of late Thursday, although improving by a few points, while the message volume on the stream grew to ‘high’ levels. The stock was among the top five trending equity tickers on the platform.<figure class="image"><img style="aspect-ratio:616/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_02_at_9_46_24_PM_png_c2270b6bec.webp" alt="Screenshot 2025-10-02 at 9.46.24 PM.png" width="616" height="56"><figcaption>RUM sentiment and message volume as of 9:45 p.m., Oct. 2 | source: Stocktwits</figcaption></figure>Longboat Key, Florida-based Rumble said Thursday that it has struck a strategic partnership with AI startup Perplexity, envisaging initiatives such as:<ul><li>Integration of Perplexity's AI-powered tools to drive more discoverability on&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://rumble.com">Rumble.com</a></li><li>Introduction of a new subscription bundle combining Rumble Premium with Perplexity Pro</li><li>Promotion of Perplexity's new product Comet across the Rumble ecosystem, including the Rumble Advertising Center.</li></ul>&nbsp;Comet is Perplexity's AI-powered browser, which provides contextual assistance and intelligent search capabilities. Rumble said the collaboration would help users discover relevant content in an increasingly crowded media landscape, enabling creators to reach their target audiences and viewers seeking specific topics or discussions.Rumble founder and CEO Chris Pavlovski, “We are thrilled to partner with Perplexity as we dive deeper into the AI space across our customer base.” "On the product side, we are excited to work with Perplexity and their AI technologies to drive substantial improvements to the discoverability across our platform."The integration of Perplexity's search technology into Rumble.com will be rolled out progressively, with the subscription bundle and Comet browser promotion launching in conjunction with the enhanced search capabilities.A bullish user said they expected shorts to get burnt. According to Koyfin data, the short interest in the stock is 5.20%.<stembedurl>https://stocktwits.com/bigshooter4321/message/630876876</stembedurl>Another user lamented a lost opportunity. “$RUM bought 100 shares 3 days ago wish I bought 1000,” they said.<stembedurl>https://stocktwits.com/derrrrwood/message/630880452</stembedurl>Rumble stock is down 43% year-to-date, but the consensus price target ($14.50), compiled by Koyfin, suggests there is about 96% upside potential.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-shareholders-revolt-against-musk-1-trillion-pay-plan-state-treasurers-urge-vote-no-ahead-of-november-meeting/chCuTVPR3f4">Tesla Shareholders Revolt Against Musk’s $1 Trillion Pay Plan — State Treasurers Urge Vote No Ahead Of November Meeting</a>

Why Rumble Stock Spiked Over 11% In After-hours Today

 Rumble said the collaboration with AI startup Perplexity would help users discover relevant content in an increasingly crowded media landscape

SoFi Technologies, Inc. (SOFI) stock is on track to hit a fresh high on Monday, potentially topping the $30 psychological barrier for the first time.San Francisco, California-based SoFi is a fintech company that has evolved from being a student loan financing company to a full-service digital platform, offering loans, banking, investing, and technology. The company’s stock has nearly doubled this year (+92%), helping its market capitalization swell to over $35 billion. Ever since the market-cap has met the criteria for addition to the S&amp;P 500 Index, traders have begun hoping that it would be added to the broader U.S. stock market gauge.SoFi became the top-trending equity ticker on Stocktwits early Monday, with the retail sentiment toward the stock remaining ‘bullish’ (71/100) and the message volume staying ‘high.’<figure class="image"><img style="aspect-ratio:614/54;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_22_at_1_55_47_AM_png_63bec1bdf9.webp" alt="Screenshot 2025-09-22 at 1.55.47 AM.png" width="614" height="54"><figcaption>SOFI sentiment and message volume as of 1:55 a.m. ET, Sept. 22 | source: Stocktwits</figcaption></figure>A bullish user&nbsp;drew a parallel between retail trading platform Robinhood Markets (HOOD) and SoFi, predicting that&nbsp;<a href="https://stocktwits.com/symbol/SOFI">SoFi stock</a> would reach $100 by the end of the year.<stembedurl>https://stocktwits.com/nobody8341/message/629465985</stembedurl>Another user guessed the stock could hit $35 on Monday,&nbsp;which implies an over 18% jump from the last close.<stembedurl>https://stocktwits.com/dharmaj78/message/629464630</stembedurl>Another retail trader&nbsp;highlighted the company’s exposure to crypto and student loans, as well as its buyback. “Shorts in a very bad position,” they posted.<stembedurl>https://stocktwits.com/Buddar22/message/629462241</stembedurl>Short interest in SoFi stock is relatively elevated at 8.50%, although less than the 13.8% seen in July, according to Koyfin.SoFi made headlines this month by announcing a multi-year partnership with Buffalo Bills quarterback Josh Allen, who will appear in a campaign set to launch at the start of the NFL season. The company also rolled out an agentic artificial intelligence (AI) exchange-traded fund (ETF).The next major catalyst is likely to be the company’s third-quarter earnings, tentatively due in late October. The Koyfin-compiled consensus calls for revenue of $880.21 million, up about 28% year-over-year from $689.45 million last year, and earnings per share (EPS) of $0.08 versus the year-ago’s $0.05.Last week, Mizuho&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sofi-stock-draws-heavy-retail-chatter-amid-wall-street-optimism-here-is-mizuho-s-new-price-target/chD3EIGR3TJ">lifted the price target</a> for SoFi stock to $31 from $26, and maintained an ‘Outperform’ rating, attributing the optimism to its view that the company is the best positioned among bank processors, consumer lenders, and exchanges to benefit&nbsp;from the recent rate cut by the Federal Reserve.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oklo-stock-to-pop-again--tech-bull-hikes-price-target-by-90-percent/chDQfiGR3cJ">Oklo Stock Set To Pop Again? Wall Street Tech Bull Hikes Price Target By 90% On Trump's Nuclear Thrust As Retail Traders Pile In</a>

SoFi Retail Traders Get Excited As Stock Stays On Course To Hit Fresh Peak

The company’s stock has nearly doubled this year (+92%), helping its market capitalization swell to over $35 billion.

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