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

NVIDIA Corp

Nvidia is trending as investors react to a significant earnings beat and raised guidance, alongside a massive new share buyback program and a substantial dividend increase. While the market response has been volatile with mixed sentiment, the community is heavily focused on whether this performance validates the ongoing AI infrastructure buildout or marks a 'sell the news' exhaustion point.

Applied Digital Corporation

Applied Digital is currently trending following a major lease announcement with a high-grade hyperscaler that pushed its contracted AI capacity past the gigawatt threshold, fueling significant community excitement about its long-term growth. Investors are actively discussing the stock's potential for further gains as it continues to expand its data center footprint, with many using the recent price volatility as an opportunity to add to their positions.

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

Intuit Inc

Intuit shares experienced significant volatility following a major 17% workforce reduction and restructuring announcement, which overshadowed a solid earnings beat and raised guidance. Investors remain divided, with the community debating whether the selloff is an unwarranted emotional reaction to SaaS-sector fears or a necessary valuation reset driven by AI disruption concerns.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty shares are experiencing significant volatility following a mixed earnings report that featured a strong top-line beat but softer-than-expected forward guidance. The community is actively debating whether the current price represents a prime long-term buying opportunity amidst broader consumer sector weakness or if ongoing margin pressure and tariff concerns justify a more cautious, bearish outlook.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is experiencing extreme volatility as investors weigh the stock's parabolic climb to all-time highs against broader market concerns surrounding AI-driven cyber threats and shifting valuations. The community is sharply divided between bulls citing massive enterprise spending and long-term cybersecurity dominance, and bears pointing to stretched price-to-sales ratios and the potential for a severe algorithmic shakeout.

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 Tech 100 is experiencing heightened volatility as investors track rumors regarding the timing of the SpaceX IPO and potential S-1 filings. The community is actively debating the fund's net asset value, the validity of its holdings in private AI companies, and its recent prospectus filings.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware Co. Ltd. (MWC) is experiencing extreme volatility and high trading volume, drawing intense scrutiny from traders debating whether the rapid price swings are driven by genuine strategic value or a classic pump-and-dump cycle. Community sentiment is deeply divided between opportunistic traders looking to capitalize on massive intraday fluctuations and skeptics warning of a potential total collapse to recent IPO levels.

Target Corp. engages in the operation and ownership of general merchandise stores. It offers food and general merchandise, clothing and household goods, electronics, and toys. Its brands include A New Day, All in Motion, Art Class, Auden, AVA & VIV, Boots and Barkley, Brightroom, Bullseye's Playground, Casaluna, Cat & Jack, Cloud Island, Colsie, dealworthy, Embark, Everspring, Favorite Day, Figmint, Future Collective, Gigglescape, Good & Gather, Goodfellow & Co, Hearth & Hand with Magnolia, Heyday, Hyde & EEK! Boutique, JoyLab, Kindfull, Kona Sol, Made By Design, Market Pantry, Mondo Llama, More Than Magic, Opalhouse, Open Story, Original Use, Pillowfort, Project 62, Room Essentials, Shade & Shore, Smartly, Smith & Hawken, Sonia Kashuk, Spritz, Sun Squad, Threshold, Universal Thread, up&up, Wild Fable, Wondershop, Xhilaration, California Roots, Casa Cantina, The Collection, Headliner, Jingle & Mingle, Rosé Bae, Photograph, SunPop, and Wine Cube. The company was founded by George Draper Dayton in 1902 and is headquartered in Minneapolis, MN.

Target Corp

Target is trending as investors digest a positive earnings report that signals a potential turnaround, with the company beating bottom-line expectations and providing optimistic guidance for the year ahead. Community sentiment is mixed, as some traders highlight the stock as a prime value recovery opportunity while others remain cautious, debating the long-term durability of the company's merchandising changes and broader consumer spending pressures.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

AEVEX Corp. is drawing significant community interest following its strong debut, fueled by its operational role in defense-tech and autonomous drone systems. Traders are actively debating the company's valuation and growth potential against established peers, with many focused on its substantial backlog and ability to secure key U.S. government contracts in an evolving defense environment.

Bonfida is known as the top infrastructure developer on Solana. This accolade has been earned from their contributions to the ecosystem by providing services and products that allow for the wider ecosystem to flourish.  Their contributions to the ecosystem include creating a new Serum Core engine, the Asset Agnostic Orderbook (AOB), simplifying the way users transact on Solana, and the first perpetual swap on Solana, Audaces, to name a few. As a result of these, their developers are highly respected within the Solana ecosystem.

Bonfida

Bonfida is seeing a surge in community engagement and trading volume as investors draw comparisons to recent parabolic rallies in the Solana ecosystem. The discussion is heavily centered on technical chart patterns and speculation regarding a potential breakout, with many market participants actively debating whether to accumulate for long-term growth or trade the momentum for quick gains.

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Should You Invest in the Vanguard Consumer Discretionary Index Fund ETF Shares (VCR)?

<ul class="summary-bullets"><li>DA Davidson analyst Michael Baker cut the price target on HD to $377 from $445.</li><li>Baker warned that higher interest rates could delay a broader economic recovery.&nbsp;&nbsp;</li><li>Truist lowered its price target to $369 while maintaining a Buy rating and flagged long-term upside potential stemming from underinvestment across the industry.&nbsp;</li></ul>Home Depot (HD) received a series of&nbsp;price-target cuts from Wall Street analysts after the home improvement retailer reported its fiscal first-quarter (Q1) earnings, even as the CEO pointed to improving sales activity in May.&nbsp;However, the trimmed price targets still implied upside potential of 19% to 25%.On Tuesday, the company posted Q1 revenue of $41.8 billion and adjusted earnings per share of $3.43, both edging past the analysts’ consensus estimates of $41.5 billion and $3.41, respectively, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Higher Interest Rates Continue To Cloud HD’s Growth&nbsp;&nbsp;</h2>On Tuesday, DA Davidson analyst Michael Baker reduced his price target on HD to $377 from $445 while maintaining a ‘Buy’ recommendation. Baker said management’s remarks during the earnings call indicated that business trends improved in May after demand weakened in the second half of April.“And then as we turn the corner into May and saw much more favorable weather, if you will, or consistent weather, particularly in the North, we saw that same engagement through the first couple of weeks of May,” Home Depot CEO Edward Decker said in the Q1 earnings call.&nbsp;However, Baker cautioned that elevated borrowing costs may&nbsp;delay the expected broader macroeconomic recovery. Data from the U.S. Bureau of Labor Statistics showed U.S. inflation for the month of April climbed 3.8% year-on-year, its fastest pace since 2023.&nbsp;Wolfe Research analyst Spencer Hanus also trimmed his price target, lowering it to $365 from $416 while keeping an ‘Outperform’ rating. Hanus said Q1 performance came in stronger than many investors had feared.&nbsp;He added that while April sales volatility raised concerns ahead of earnings, management avoided issuing the type of sharply negative consumer commentary some market participants expected.<a href="https://stocktwits.com/symbol/HD">Home Depot’s stock</a> edged 0.02% lower overnight, late Tuesday.&nbsp;<h2 class="st-heading-2">Jefferies And Truist See Long-Term Upside For HD&nbsp;</h2>Jefferies cut its price target on the retailer to $361 from $454 and reiterated its ‘Buy’ rating. The firm said comparable sales growth fell short of broader Wall Street expectations but remained generally aligned with company guidance.&nbsp;Analysts also pointed to signs of healthier demand entering the second quarter and said Home Depot could continue expanding its professional contractor business through additional cross-selling opportunities.Truist analysts cut their price target on Home Depot to $369 from $394 but kept a Buy rating. The firm said the company’s sales and earnings were mostly in line with expectations, with slight growth in comparable-store sales and margins.&nbsp;Truist also said that industry-wide underinvestment could create favorable upside potential for the company over time.<h2 class="st-heading-2">What Retail Traders Feel About Home Depot</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory, with ‘extremely high’ message volume.&nbsp;A user&nbsp;<a href="https://stocktwits.com/freedomtrader6/message/653859081">said</a>, “Mortgages, home equity loans, and renovation financing are all more expensive, which could delay many big-ticket home improvement projects,” and added, “In this environment, I also find myself wondering: are investors maybe overestimating the rate impact while overlooking the company’s resilience?”Another user&nbsp;<a href="https://stocktwits.com/Thamb19/message/653857329">said</a>, “Fools are trying to rip apart earnings. What they don't understand is the downside and sluggishness is already priced in the stock now.”&nbsp;HD stock has declined by over 12% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spacex-extra-terrestrial-datacenter-vision-elon-musk-calls-it-easier-than-people-think/cZXuCUMReNF">SpaceX’s Extraterrestrial Datacenter Vision: Elon Musk Calls It ‘Easier Than People Think’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 The Home Depot logo is displayed on a sign outside of a store in San Diego, California.

Home Depot Stock Slapped With Price-Target Cuts After Q1 Beat: Retail Feels Downside Is Already Priced In

Home Depot (HD) received a series of&nbsp;price-target cuts from Wall Street analysts after the home improvement retailer reported its fiscal first-quarter (Q1) earnings, even as the CEO pointed to improving sales activity in May.&nbsp;

Equity

Analysts said elevated interest rates and uncertain macroeconomic conditions risk Home Depot’s growth. 


<ul class="summary-bullets"><li>Stifel said Home Depot’s recent data shows weaker-than-expected comparable sales momentum.</li><li>The firm also lowered its outlook for the second through fourth quarters.</li><li>Analysts expect the home improvement retailer to post a Q1 revenue of $41.5 billion.</li></ul>Home Depot (HD) has drawn attention after Stifel reduced its price target on the home improvement retailer to $320 from a previous $375, while reiterating a ‘Hold’ rating, ahead of its fiscal first-quarter (Q1) earnings&nbsp;on Tuesday.&nbsp;The adjustment reflects a more cautious stance on near-term demand trends across the home improvement industry, as investors seek clearer signals on consumer spending and housing-related activity.<h2 class="st-heading-2">Stifel Cites Cooling Demand Trends For HD</h2>In its latest note, Stifel indicated that Home Depot’s recent performance data points to weaker-than-expected momentum in comparale sales, according to TheFly.&nbsp;The firm also adjusted expectations for the second through fourth quarters, now modeling relatively flat sales growth as broader economic conditions continue to weigh on discretionary renovation activity.&nbsp;The updated projections signal a shift in expectations for the home improvement sector, which has benefited in prior years from elevated remodeling activity and pandemic-era housing demand.&nbsp;<a href="https://stocktwits.com/symbol/HD">Home Depot</a> stock inched 0.7% higher overnight, heading into Tuesday.&nbsp;On Friday, Piper Sandler also trimmed its price target slightly to $421 from $422 while maintaining an ‘Overweight’ rating.Piper Sandler said tax refund activity during Q1 stood out but did not clearly translate into a measurable lift in retail spending, suggesting that many middle- and upper-income households may have opted to save rather than spend those funds.&nbsp;<h2 class="st-heading-2">Q1 Expectations For HD&nbsp;</h2>Home Depot is expected to report its Q1 earnings on Tuesday, with analysts seeing a revenue of $41.5 billion and earnings per share of $3.41, according to Fiscal AI data.&nbsp;The company heads into earnings after a recent sharp downturn in its share price, with its stock falling over 14% in the past month.&nbsp;A central theme heading into results is the company’s accelerating shift toward professional contractors, a segment management has prioritized amid constrained housing turnover.&nbsp;With homeowners less likely to relocate due to higher mortgage rates, renovation activity has increasingly concentrated around essential upgrades and large-scale contractor-led projects.&nbsp;This structural shift is expected to play a major role in determining whether Home Depot can stabilize comparable sales despite weaker discretionary demand from casual shoppers.HD stock has declined nearly 13% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-meli-stock-mercadolibre-bullish-undervalued/cZXuXojReZ3">MELI Stock In Spotlight: Michael Burry Says The Latin American Tech Giant 'Comes Cheap’ Despite Strong Growth</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The entrance to a Home Depot store is seen on May 11, 2026 in San Diego, CA.

HD Stock: Stifel Turns More Cautious Ahead Of Earnings Report, Warns Of Cooling Demand 

Home Depot (HD) has drawn attention after Stifel reduced its price target on the home improvement retailer to $320 from a previous $375, while reiterating a ‘Hold’ rating, ahead of its fiscal first-quarter (Q1) earnings&nbsp;on Tuesday.&nbsp;

The firm lowered Home Depot’s price target to $320 from $375. 


<ul class="summary-bullets"><li>TD Cowen said McDonald’s value strategy improved price perception but didn’t boost lasting traffic or sales.&nbsp;</li><li>Baird trimmed its price target on MCD to $305 from $330.</li><li>In Q1, the burger giant’s revenue increased 9% year-on-year to $6.52 billion.&nbsp;</li></ul>McDonald’s (MCD) stock faced analyst scrutiny amid fading momentum in its same-store sales recovery and a cautious near-term outlook for the fast-food sector, fueling growth concerns.&nbsp;CEO Chris Kempczinski said during the company’s first-quarter (Q1) earnings call that the broader consumer environment is not improving and may even be getting slightly worse, and added that many customers, especially those with lower incomes, are feeling more financial pressure.<h2 class="st-heading-2">Analysts Turn More Cautious On MCD&nbsp;</h2>TD Cowen analyst Andrew Charles revised the price target lower for the global burger chain, trimming it to $300 from $330 while maintaining a ‘Hold’ rating, as per TheFly.&nbsp;The revision comes after TD Cowen re-evaluated McDonald’s value-focused strategy, launched in late 2025. The firm said the effort helped customers view prices more favorably, but it did not lead to steady increases in customer visits or reliable sales growth.In addition to the price target cut, TD Cowen lowered its earnings-per-share projections for 2026 and 2027 by roughly 3%, citing softer macroeconomic conditions and limited visibility into a stronger demand recovery.&nbsp;Separately, Baird also reduced its price target on MCD to $305 from $330 while maintaining a Neutral rating.&nbsp;<a href="https://stocktwits.com/symbol/MCD">McDonald's stock</a> inched 0.1% higher in Friday’s premarket.&nbsp;In Q1, revenue increased 9% year-on-year to $6.52 billion, surpassing the Fiscal AI estimate of $6.47 billion. McDonald’s has introduced and promoted discounted bundles and budget-friendly items across its markets as part of a broader push to reinforce its affordability image. The strategy centers on a "3-for-3" approach that balances value, marketing, and menu innovation to defend its market share.&nbsp;“At McDonald's, value has always been part of our DNA. As I've said before, and I'll say it again, McDonald's is not going to get beat on value and affordability,” said Kempczinski.<h2 class="st-heading-2">MCD Retail Traders View&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory, and message volume increased 146% over a period of 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_08_040243_png_0535ebe74e.webp" alt="MCD’s Sentiment Meter and Message Volume as of 04:00 a.m. ET on May. 8, 2026 | Source: Stocktwits" width="924" height="96"><figcaption>MCD’s Sentiment Meter and Message Volume as of 04:00 a.m. ET on May. 8, 2026 | Source: Stocktwits</figcaption></figure>A user&nbsp;<a href="https://stocktwits.com/Birddog42/message/652684326">said</a>, “I’m not particularly happy with the current stock price… but I did take the opportunity to add a little more to the portfolio today…. I am skeptically optimistic that this will work itself out and continue to the upside.”&nbsp;Another user&nbsp;<a href="https://stocktwits.com/Maddoy17/message/652655273">said</a>, “If the food doesn’t kill u fast the Stock will. Today was a horrible day!!,” talking about the company’s earnings.&nbsp;MCD stock has declined by over 7% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/inod-stock-surges-overnight-as-ai-spending-wave-fuels-record-q1-ceo-teases-new-51-m-customer-deal/cZX2f4OReXh">INOD Stock Surges Overnight As AI Spending Wave Fuels Record Q1: CEO Teases New $51M Customer Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Logo for the 24 hour McDonalds fast food restaurant.

McDonald’s Tried To Fix Its Affordability Problem – But Wall Street Is Not Convinced Yet 

TD Cowen and Baird lowered McDonald’s price targets following the first-quarter earnings. 

ETFs in Focus as Amazon Posts Solid Q1 Earnings, Beats on Revenues

AMZN beats on Q1 revenues with strong AWS and chip growth, but rising AI capex concerns linger. Investors are likely to eye ETF routes for diversified exposure.

<ul class="summary-bullets"><li>Analysts expect Starbucks to report Q2 earnings per share of $0.44 and revenue of around $9.09 billion.</li><li>U.S. comparable sales increased 4% in the first fiscal quarter, marking the first rise in transactions in two years.</li><li>Stabucks has focused on simplifying operations and speeding up service to under 4 minutes.&nbsp;</li></ul>Starbucks Corp.’s (SBUX) stock looks to snap a two-day losing streak on Tuesday as the coffee house giant heads into second-quarter earnings, with investors closely watching whether its ambitious turnaround strategy can translate into financial momentum.The earnings come at a time when Starbucks is facing a defining checkpoint for its “Back to Starbucks” overhaul led by CEO Brian Niccol.&nbsp;<h2 class="st-heading-2">Is SBUX Showing Early Signs Of Recovery?</h2>The stock has climbed nearly 17% year-to-date to about $97.89, reflecting optimism that operational changes are beginning to take hold. Analysts expect earnings per share to be near $0.44 and revenue around $9.09 billion, according to Fiscal AI data.&nbsp;Attention has turned particularly to whether the company can finally show year-over-year improvement in operating margin after eight straight quarters of contraction.Recent quarters have shown encouraging signals. U.S. comparable sales rose 4% in the fiscal first quarter, marking the first positive transaction growth in two years. International performance has also improved, with China leading gains and helping offset weaker North American trends.<a href="https://stocktwits.com/symbol/SBUX">Starbucks stock</a> inched 0.2% higher in Tuesday’s premarket.&nbsp;<h2 class="st-heading-2">SBUX’s Turnaround Strategy In Focus&nbsp;</h2>The company is focusing on simplifying its operations and serving customers faster, aiming to get drinks out in less than 4 minutes. Management has also been working to streamline the menu, improve how stores operate, and bring back a more classic café feel.&nbsp;However, according to a Barron’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.barrons.com/articles/starbucks-earnings-stock-niccol-china-640756a5">report</a>, even as customer traffic continues to climb, profit margins are still feeling pressure. Increased labor expenses, higher raw material prices, and spending on the company’s transformation efforts have all contributed to squeezing profitability.JPMorgan, Stifel, and Bank of America all increased their price targets on Starbucks shares on Friday, signaling growing confidence in the company’s near-term outlook.&nbsp;JPMorgan lifted its price target&nbsp;on SBUX to $100 from $95, while Stifel raised it to $115 from $105. Bank of America provided the most aggressive revision, boosting its price target to $130 from $120.&nbsp;<h2 class="st-heading-2">What Are SBUX’s Retail Traders Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory, while message volume increased by 400% over 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_28_040129_png_101d1ca6f6.webp" alt="SBUX’s Sentiment Meter and Message Volume as of 04:00 a.m. ET on Apr.28, 2026 | Source: Stocktwits" width="932" height="103"><figcaption>SBUX’s Sentiment Meter and Message Volume as of 04:00 a.m. ET on Apr.28, 2026 | Source: Stocktwits</figcaption></figure>A user&nbsp;<a href="https://stocktwits.com/NatoshiSakomoto/message/651580644">remarked</a> that “Most of the people can’t afford to pay $6-7 for a cup of coffee.”SBUX stock has gained over 16% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dpz-stock-under-pressure-analysts-turn-cautious-after-earnings-miss-slower-us-sales/cZB8nwLRe5W">DPZ Stock Under Pressure: Analysts Turn Cautious After Earnings Miss, Slower US Sales</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Starbucks logo on a white column at the 3rd China International Supply Chain Expo. (Photo by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

SBUX Stock Rises Premarket Heading Into Earnings: Investors Await First Signs Of Margin Recovery  

The SBUX stock has risen about 17% so far in 2026, indicating growing confidence that operational improvements are starting to take effect. 

The stock has risen about 17% so far in 2026, indicating growing confidence that operational improvements are starting to take effect. 


ETFs to Watch as Tesla Shares Slump Despite Q1 Earnings Beat 

TSLA slides despite a Q1 earnings beat as a $5B capex hike tied to AI and Robotaxi ambitions rattles sentiment, pushing investors toward ETF consideration.

<ul class="summary-bullets"><li>Amazon CEO Andy Jassy had said that AWS has scaled its AI-focused revenue to a $15 billion run rate in just a few years.</li><li>Citron stated that Amazon’s custom chips create a high-growth business line within its broader operations, in contrast to Walmart.</li><li>The firm added that current valuations do not yet reflect Amazon’s AI opportunity.</li></ul>Citron Research on Thursday highlighted Amazon.com Inc.’s (AMZN) artificial intelligence stronghold, calling it the most serious challenge to Nvidia Corp.'s (NVDA) semiconductor leadership.The firm’s assessment came after Amazon’s CEO,&nbsp;Andy Jassy,&nbsp;outlined a sweeping vision for AI, describing it as a pivotal innovation that will reshape nearly every customer interaction.<h2 class="st-heading-2">AWS And Custom Chips Driving Economics</h2>Jassy said that&nbsp;within just a few years of the current AI wave, AWS has scaled its AI-related revenue to a run rate exceeding $15 billion, far surpassing its early cloud growth benchmarks.&nbsp;He added that the company’s chips segment, including Graviton, Trainium, and Nitro, exceeded a $20 billion annual revenue run rate and is expanding at triple-digit year-over-year rates.<blockquote>“At scale, we expect Trainium will save us tens of billions of capex dollars per year, and provide several hundred basis points of operating margin advantage versus relying on others’ chips for inference.”-Andy Jassy, CEO, Amazon</blockquote><a href="https://stocktwits.com/symbol/AMZN">Amazon stock</a> traded over 3% higher by Thursday mid-morning. On Stocktwits, retail sentiment around the stock flipped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume changed to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_09_113420_png_76a8644687.webp" alt="AMZN’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Apr.9, 2026 | Source: Stocktwits" width="924" height="98"><figcaption>AMZN’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Apr.9, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Citron’s Bold Call On Amazon</h2>In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CitronResearch/status/2042216099287117961">post</a> on the X platform, Citron said Amazon’s AI chips present a “trillion-dollar company” potential hidden within its broader operations, drawing a stark contrast to traditional retail competitors.For several years, investors favored Walmart Inc. (WMT) for its steady growth while penalizing Amazon for aggressive capital expenditures. Citron suggested that perception is changing rapidly.&nbsp;The firm explained that Amazon’s spending has now translated into tangible, high-growth business lines, in contrast to Walmart’s slower expansion profile despite its premium valuation multiple. Citron also noted that Amazon’s current valuation does not reflect the scale of its AI opportunity.Central to Citron’s thesis is Amazon’s growing presence in AI-driven semiconductor infrastructure. The firm highlighted the business segment generating an estimated $50 billion annual revenue run rate, with demand outpacing supply.&nbsp;According to Jessy, advanced chips tied to Amazon’s AI ecosystem are sold out, and future capacity is already attracting strong customer interest. Citron characterizes this as a strong challenge to Nvidia, long viewed as the dominant force in AI chips.AMZN stock has gained over 17% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/eose-stock-jumped-explosive-revenue-guidance-record-shipments-battery-production/cZJW7hCRIs2">EOSE Stock Jumped 18% Today – Investors Cheer Explosive Revenue Guidance, Record Shipments And Expanding Battery Production</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Amazon logo is seen displayed on a smartphone with an Artificial intelligence (AI) chip and symbol in the background. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)

Citron Sees Amazon’s Trillion-Dollar AI Chip Potential Challenging Nvidia’s Dominance

Citron emphasized Amazon’s expanding role in AI semiconductor infrastructure, noting a roughly $50 billion annual run rate with demand exceeding supply.

<ul class="summary-bullets"><li>The effort follows the company’s unsuccessful 2014 Fire Phone launch, which faltered due to limited app support.</li><li>The upcoming device would enable users to handle everyday tasks such as shopping, streaming, and service ordering.</li><li>The initiative comes as Amazon ramps up investment in artificial intelligence, with planned capital expenditures rising sharply to $200 billion.</li></ul>Amazon.com Inc. (AMZN) is reportedly revisiting its ambitions in the smartphone market, more than a decade after its high-profile Fire Phone failure.&nbsp;According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/amazon-plans-smartphone-comeback-more-than-decade-after-fire-phone-flop-2026-03-20/#:~:text=Amazon's%20new%20phone%20project%20codenamed,the%20day%2C%20the%20people%20%E2%80%8Csaid.">report</a>, the company is now developing a new phone internally dubbed “Transformer,” aiming to integrate artificial intelligence deeply into everyday mobile use and strengthen ties to its ecosystem of services.<h2 class="st-heading-2">Reimagining The Smartphone Experience</h2>The project, housed within Amazon’s devices and services division, is designed to serve as a personalized mobile hub that connects to Alexa and other offerings, the report said.&nbsp;The phone could streamline activities such as shopping, streaming content, and ordering services directly through Amazon’s platforms, reducing reliance on conventional app stores.<a href="https://stocktwits.com/symbol/AMZN">Amazon stock</a> edged 0.8% lower in Friday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘extremely bearish’ territory amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">A Second Attempt After A Costly Misstep</h2>According to the report, Amazon’s 2014 launch of the Fire Phone struggled due to limited app availability, high prices, and hardware issues, ultimately leading to its discontinuation within 14 months and financial losses.The company could again face dominant rivals such as Apple Inc. (AAPL) and Samsung Electronics, which together command a substantial share of global smartphone sales.Ultimately, the device represents Amazon’s broader push to embed AI into consumer products and encourage deeper engagement with its services. Notably, the tech giant increased its planned capital spending for 2026 to $200 billion, a significant jump from roughly $130 billion disclosed for 2025.Notably, massive AI outlays nearing $700 billion by major technology companies in 2026 are heightening investor concerns, as they weigh the impact on profits and the potential long-term risks to businesses.AMZN stock has declined by over 9% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ul-mkc-stocks-jump-premarket-mc-cormick-reportedly-confirms-buying-unilever-s-food-business/cZ3XmUfRILP">UL, MKC Stocks Jump Premarket: McCormick Reportedly Confirms Buying Unilever’s Food Business</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Amazon logo displayed on a phone screen is seen in this illustration photo taken in Krakow, Poland.

Amazon Rekindles Smartphone Ambitions After A Decade With AI-Driven ‘Transformer’ Project: Report

The project, being developed by Amazon’s devices and services unit, is intended to serve as a tailored hub that integrates with Alexa and the company’s broader ecosystem.

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