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Bittensor is an open-source protocol that powers a decentralized, blockchain-based machine learning network. Machine learning models train collaboratively and are rewarded in TAO according to the informational value they offer the collective. TAO also grants external access, allowing users to extract information from the network while tuning its activities to their needs.  Ultimately, BitTensors vision is to create a pure market for artificial intelligence, an incentivized arena in which consumers and producers of this valuable commodity can interact in a trustless, open and transparent context.  Bittensor enables:  -A novel, optimized strategy for the development and distribution of artificial intelligence technology by leveraging the possibilities of a distributed ledger. Specifically, its facilitation of open access/ownership, decentralized governance, and the ability to harness globally-distributed resources of computing power and innovation within an incentivized framework.  -An open-source repository of machine intelligence, accessible to anyone, anywhere, thus creating the conditions for open and permission-less innovation on a global internet scale.  -Distribution of rewards and network ownership to users in direct proportion to the value they have added.

Bittensor

Bittensor (TAO) is generating significant momentum driven by anticipation of its first halving event and recent institutional filings for a spot ETF. The community is heavily focused on TAO's role in decentralized AI infrastructure, with many investors actively discussing long-term growth potential and comparing its scarcity model to Bitcoin.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain as well as the Onyx Goliath Blockchain. XCN is also used as an ERC-20 token for Staking and Governance.

Onyxcoin

Onyxcoin is seeing increased community chatter as traders react to anticipation surrounding the upcoming Goliath mainnet launch and ongoing speculation regarding potential institutional ties. While bulls are focused on accumulation and breakout patterns, skeptics are expressing frustration over historical price volatility and questioning the lack of confirmed commercial partnerships.

Chainlink is the industry-standard decentralized oracle network that solves the "oracle problem" by connecting smart contracts with real-world data. Blockchains cannot access external information on their own, so Chainlink acts as a secure bridge, enabling smart contracts to react to real-world events using verified, tamper-proof data. It is widely considered one of the first decentralized oracle networks and is the market leader in bringing off-chain data on-chain.  The platform operates through a decentralized network of nodes that fetch, validate, and deliver data to smart contracts. When a contract requests information like a stock price, a committee of independent nodes retrieves and aggregates the data to reach consensus, then delivers a single trustworthy answer. Chainlink offers a suite of services including Data Feeds for asset prices, CCIP for cross-chain token transfers and messaging, Automation for triggering smart contract functions, and Proof of Reserve for verifying asset collateralization.  Chainlink has established itself as critical infrastructure for both DeFi and institutional adoption, with partnerships including Swift, Euroclear, Mastercard, UBS, ANZ, Fidelity International, and J.P. Morgan. Its institutional products include the Chainlink Runtime Environment for tokenized asset workflows, Confidential Compute for privacy-preserving computation, and the Automated Compliance Engine for embedding regulatory rules into smart contracts.  The LINK token is the native asset used to pay node operators for services, fund subscription accounts, and incentivize network security through staking. Node operators stake LINK as collateral, which can be slashed if they provide inaccurate data. Chainlink was co-founded in 2017 by Sergey Nazarov and Steve Ellis, who co-authored the white paper with Ari Juels, and raised $32 million in its September 2017 ICO.

ChainLink

Chainlink is trending as institutional interest surges following recent ETF inflows and whale accumulation, with community members closely tracking key resistance levels near $13-$14. Market participants are primarily focused on the project's foundational role in RWA tokenization and upcoming legislative catalysts, viewing the current price as an accumulation opportunity despite lingering frustrations over volatility.

Hydrograph Clean Power, Inc. engages in the research, development, marketing and commercialization of patented technology to produce pristine graphene, graphene derivatives and services. The company was founded by Harold Charles Davidson on June 26, 2017 and is headquartered in Vancouver, Canada.

Hydrograph Clean Power Inc

Hydrograph Clean Power is trending as investors digest significant regulatory approvals, including EPA authorization and EU/UK REACH registrations, which signal a transition toward revenue-generating commercial operations. The community is actively debating the stock's potential for a NASDAQ uplisting and massive long-term scaling in sectors like defense and tech, while simultaneously tracking high short interest and FINRA Threshold List activity that is driving speculation about mandatory forced buying.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

Ardelyx is trending following its Q4 2025 earnings report, which highlighted strong IBSRELA revenue growth and increased 2026 operating expenses, dividing community opinion while insider buying and a new LPGA partnership add to the conversation.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly remains at the center of investor focus as it maintains a dominant position in the obesity and diabetes market, with the community actively tracking the upcoming FDA decision for its oral GLP-1 candidate, orforglipron. Market sentiment remains heightened by ongoing debates regarding the company's competitive standing against Novo Nordisk and the broader impact of increasing regulatory scrutiny on the wider telehealth and compounding sector.

Grayscale Investments LLC - Grayscale Bitcoin Trust

Grayscale Bitcoin Trust

Grayscale Bitcoin Trust is trending as the community debates whether the asset has found a bottom amidst heightened volatility, with many investors actively rebalancing their positions while weighing macroeconomic uncertainties against long-term bullish theses.

Blackstone, Inc. engages in the provision of investment and fund management services. It operates through the following segments: Real Estate, Private Equity, Credit and Insurance, and Hedge Fund Solutions. The Real Estate segment includes management of opportunistic real estate funds, Core+ real estate funds, high-yield real estate debt funds, and liquid real estate debt funds. The Private Equity segment consists of management of flagship corporate private equity funds, sector and geographically focused corporate private equity funds, core private equity funds, an opportunistic investment platform, a secondary fund of funds business, infrastructure-focused funds, a life sciences investment platform, a growth equity investment platform, a multi-asset investment program for eligible high net worth investors and a capital markets services business. The Credit and Insurance segment refers to Blackstone Credit, which is organized into two overarching strategies: private credit which includes mezzanine direct lending funds, private placement strategies, stressed and distressed strategies and energy strategies, and liquid credit which consists of CLOs, closed-ended funds, open ended funds and separately managed accounts. In addition, the segment includes an insurer-focused platform, an asset-based finance platform, and publicly traded master limited partnership investment platform. The Hedge Fund Solutions segment focuses on Blackstone Alternative Asset Management, which manages a broad range of commingled and customized hedge fund of fund solutions. It also includes a GP Stakes business and investment platforms that invest directly, as well as investment platforms that seed new hedge fund businesses and create alternative solutions through daily liquidity products. The company was founded by Stephen Allen Schwarzman in 1985 and is headquartered in New York, NY.

Blackstone Inc

Blackstone is trending as market attention focuses on its pivotal role in the private credit sector, where investors are closely monitoring redemption activity and loan quality amidst industry-wide turbulence. The community is actively debating the firm's resilience and long-term potential as it shifts capital toward AI-driven infrastructure and strategic asset exits, balancing concerns over liquidity against the firm's significant dry powder and market dominance.

Cingulate, Inc. operates as a clinical stage bio pharmaceutical company using a Precision Timed Release drug delivery platform technology to build a pipeline of next-generation pharmaceutical products. The firm initially focused on the treatment of Attention Deficit/Hyperactivity Disorder (ADHD). It identifies and evaluates additional therapeutic areas, PTR technology employed to develop future product candidates. Cingulate was founded by Shane J. Schaffer, Craig Steven Gilgallon, Raul R. Silva, Matthew N. Brams in May 2012 and is headquartered in Kansas City, KS.

Cingulate Inc

Cingulate Inc. is generating significant buzz as investors track an imminent FDA decision on its ADHD candidate, CTx-1301, with a target date of May 31, 2026. The community is heavily focused on potential catalysts like upcoming US patent news and the possibility of a buyout, with many long-term shareholders actively accumulating shares and debating the firm's valuation relative to the broader ADHD market.

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 ($TMUS) is trending as investors weigh strong demand for new smartphone releases against a technical consolidation phase and competitive pressures within the telecom sector. The community is actively debating the stock's risk-reward profile, with many focusing on institutional accumulation, potential institutional upgrades, and the company's long-term competitive positioning compared to sector peers.

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Eastman Kodak’s shares rallied nearly 12% in extended hours of trading on Thursday after it reported strong growth in its fourth-quarter revenue.&nbsp;Kodak reported consolidated revenues of $290 million in the fourth quarter of 2025, compared with $266 million in the year-ago period, an increase of $24 million or 9%. The rise in revenue was driven by strong performance in Advanced Materials &amp; Chemicals (AM&amp;C) and Print segments.&nbsp;“Kodak ended 2025 with a strong fourth quarter, which has created a foundation for growth in 2026,” said Jim Continenza, Kodak’s Executive Chairman and CEO. “We continue to execute the long-term plan we began in 2019, which focuses on de-levering the company while continuing to invest in our infrastructure and new product innovation”.&nbsp;Kodak ended the year with a cash balance of $337 million, an increase of $136 million from December 31, 2024. The increase was primarily due to the net impact of the Kodak Retirement Income Plan (KRIP) termination and reversion of assets to the company of $153 million.The company reported GAAP net loss of $108 million in Q4 2025, compared with net income of $26 million for Q4 2024. The decline in net income was primarily due to the non-recurring impact of the Kodak Retirement Income Plan ("KRIP") termination and excise tax paid on the reversion of assets to the company.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around KODK stock trended in ‘bullish’ territory amid ‘extremely high’ message volume.&nbsp;One user on Stocktwits called the share rise ‘better than expected’.<stembedurl>https://stocktwits.com/PharmGal/message/647406000</stembedurl>A bullish user said they are optimistic for Kodak in 2026.&nbsp;<stembedurl>https://stocktwits.com/NikkyBenz13/message/647405165</stembedurl>Another bullish user opined that continued growth in Kodak’s Advanced Materials &amp; Chemicals is especially encouraging and could open doors to new markets.&nbsp;<stembedurl>https://stocktwits.com/Judykay/message/647399877</stembedurl>Shares in the company are down 9.4% so far in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, the Eastman Kodak Company logo is seen displayed on a smartphone screen.

Eastman Kodak Stock Rallies After-Hours As Q4 Revenue Jumps On Strong Segment Performance

Kodak reported consolidated revenues of $290 million in the fourth quarter of 2025, compared with $266 million in the year-ago period, an increase of $24 million or 9%.

Equity

Kodak reported consolidated revenues of $290 million in the fourth quarter of 2025, compared with $266 million in the year-ago period, an increase of $24 million or 9%.


<ul class="summary-bullets"><li>Alperovitz will continue to serve as the company’s&nbsp;CFO through June 9, 2026, to support its ongoing operations and help ease the leadership transition.</li><li>The firm re-affirmed its guidance that it provided during its fourth quarter earnings report.</li><li>SolarEdge forecasted its first quarter 2026 revenues to be within the range of $290 million to $320 million.&nbsp;</li></ul>SolarEdge Technologies (SEDG) on Tuesday announced that its Chief Financial Officer Asaf Alperovitz will step down to pursue a&nbsp;leadership role at a public company outside of the industry.Shares&nbsp;of the company were down 4% at the time of writing.&nbsp;SolarEdge said that&nbsp;its board is initiating a process to identify a replacement CFO. Alperovitz will continue to serve&nbsp;in the role through June 9, 2026 to support ongoing operations and&nbsp;help ease&nbsp;the leadership transition.“On behalf of our executive team and the Board of Directors, we thank Asaf for his leadership and contributions in reinforcing SolarEdge’s financial foundation and advancing the company towards sustained profitability in 2026 and wish him continued success. We remain focused on moving toward profitable growth and believe 2026 will be a transformational year for SolarEdge,” said Shuki Nair, CEO of SolarEdge.&nbsp;<h2 class="st-heading-2">Earnings Guidance</h2>The firm re-affirmed its&nbsp;2026 guidance provided during its fourth-quarter (Q4) earnings report.&nbsp;SolarEdge forecasted its first-quarter (Q1) 2026 revenues to be within the range of $290 million to $320 million, not&nbsp;including significant one-time or pull forward of revenue.For Q1, its non-GAAP gross margin is expected to be within the range of 20% to 24%, and adjusted operating expenses to be within the range of $88 million to $93 million,&nbsp;the company said.SolarEdge reported a decline of 1.4% on a year-over-year basis in its Q4 revenue that came at $335.4 million.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around SEDG trended in&nbsp;the ‘bearish’ territory amid ‘low’ message volume.&nbsp;Shares in the company have risen 22% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration a SolarEdge Technologies logo is seen on a smartphone

SEDG Stock Falls After-Hours Amid Surprise Departure Of CFO

SolarEdge said that its board is initiating a process to identify a replacement Chief Financial Officer.

Here's How Much $100 Invested In Vanguard Information Tech ETF 5 Years Ago Would Be Worth Today

<ul class="summary-bullets"><li>The rise in revenue was helped by strong growth in the software and professional services segments.</li><li>Blend Labs’ adjusted diluted net income per share was break-even ($0.00) in both the fourth quarter of 2025 and the same period last year.</li><li>The company said it expects first quarter revenue for 2026 in the range of $28.5 million to $30 million, which was below Wall Street expectations of $31.5 million.&nbsp;</li></ul>Blend Labs shares rallied nearly 9% in extended hours of trading on Tuesday after it posted an upbeat fourth quarter result that cheered investors.The company posted fourth quarter revenue of $32.4 million, an increase of 7% compared to the fourth quarter of 2024.&nbsp; Analysts on average had expected the revenue of $31.78 million, as per data from fiscal.ai.The rise in revenue was helped by strong growth in the software and professional services segment. Software platform revenue was $30.3 million, up 10% year-over-year, and Professional services revenue was $2.1 million compared to $2.5 million in the fourth quarter of 2024.<h2 class="st-heading-2">More Details</h2>Blend Labs’ adjusted diluted net income from continuing operations attributable to common stockholders per share was break-even ($0.00) in both the fourth quarter of 2025 and the same period last year.The company repurchased 5.1 million shares in the fourth quarter for more than $15 million, bringing the year-to-date total to $25 million.<h2 class="st-heading-2">Outlook</h2>The company said it expects first quarter revenue for 2026 in the range of $28.5 million to $30 million, which was below Wall Street expectations of $31.5 million.&nbsp;Blend's first quarter 2026 guidance reflects certain assumptions and expectations related to U.S. aggregate industry mortgage originations. “Our first quarter 2026 market size expectation is 1.10 million to 1.20 million units. For the second quarter of 2026 we expect a sequential volume increase, in line with normal seasonal patterns. Our current expectation for the second quarter of 2026 is 1.50 to 1.60 million units,” the company said in its earnings release.&nbsp;"What excites me most going into 2026 is not just our growing roster of customers — it's what we're now able to offer them. Blend Autopilot, our new AI agent, is already live with large customers and is attacking the $11,000 cost-to-originate head-on,” said Nima Ghamsari, Co-founder and Head of Blend.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around BLND trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;Shares in the company have fallen nearly 46% year-to-date.&nbsp;

Blend Labs repurchased 5.1 million shares in the fourth quarter for more than $15 million, bringing the year-to-date total to $25 million.

Why Is Micro-Cap Stock Blend Labs Surging After Hours?

The company posted fourth quarter revenue of $32.4 million, an increase of 7% compared to the fourth quarter of 2024.

<ul class="summary-bullets"><li>Samsara said its Q4 revenue of $444.3 million, represented a 28% year-over-year growth in actuals and 27% in constant currency.&nbsp;</li><li>The company said it reported adjusted diluted net income per share of $0.56 versus $0.26 it posted in the same year-ago quarter.&nbsp;</li><li>The company said it expects revenue in its first quarter of FY2027 to be in the range of $454 million – $456 million.</li></ul>Samsara stock jumped 11% in extended hours of trading on Thursday after it posted upbeat fourth-quarter (Q4) results.&nbsp;Samsara said its Q4 revenue of $444.3 million represented a 28% year-over-year growth in actuals and 27% in constant currency. Analysts’ on average expected revenue of $422.31 million, according to data from Stocktwits.&nbsp;“Fiscal year 2026 was an outstanding year of durable and efficient growth,” said Sanjit Biswas, CEO and co-founder of Samsara. “Our performance is driven by the scale of our data asset, which now captures more than 25 trillion data points annually to fuel our AI-powered platform. This proprietary data is ushering in a new phase of digitization.”The company saw the second consecutive quarter of GAAP profitability after it posted GAAP earnings per share of $0.04 during the quarter.&nbsp;<h2 class="st-heading-2">Q4 Details</h2>The company said it reported adjusted diluted net income per share of $0.56 versus $0.26 it posted in the same year-ago quarter. The profit sailed past estimates of $0.13 per share as per data from Stocktwits.&nbsp;Samsara’s Q4 net new Annual Recurring Revenue (ARR) of $144.8 million represented a 33% year-over-year growth in actuals and 31% in constant currency.The company is now unleashing AI agents, like our AI Safety coach, to automate entire workflows and transform customers’ operations, Biswas further added.&nbsp;<h2 class="st-heading-2">FY 2027 Guidance&nbsp;</h2>The company said it expects revenue in its first quarter of its FY2027 to be in the range of $454 million – $456 million, and full year revenue of its FY2027 to be in the range of $1.965 billion – $1.975 billion.&nbsp;It expects adjusted diluted net income per share in its first quarter of its FY2027 to be in the range of $0.12 – $0.13.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around<a href="https://stocktwits.com/symbol/IOT"> IOT&nbsp;stock</a> trended in the ‘Extremely Bullish’ territory amid ‘Extremely High’ message volume.&nbsp;One bullish user said that analysts are going to upgrade ratings and raise price targets of IOT.&nbsp;<stembedurl>https://stocktwits.com/dpnaidu27/message/646746805</stembedurl>Another user predicted that the upbeat momentum in the stock can continue on Friday.&nbsp;<stembedurl>https://stocktwits.com/HazelCox91783/message/646744944</stembedurl>Shares in the company have fallen 8.5% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

 In this photo illustration, the logo of Samsara Inc. is displayed on a smartphone screen.

Samsara Stock Rallied 11% After Hours – Why Are Traders So Bullish?

The company saw the second consecutive quarter of GAAP profitability after it posted GAAP earnings per share of $0.04 during the quarter. 

Budget iPhone 17e to Boost Apple Revenues? ETFs to Consider

Apple's new $599 iPhone 17e targets price-sensitive buyers, fueling iPhone momentum and potentially lifting Apple-heavy tech ETFs.

<ul class="summary-bullets"><li>The MacBook Air now starts with 512GB of storage and is upgradeable to 4TB.</li><li>The Air M5 integrates a 10-core CPU and GPU with Neural Accelerators, delivering up to four times faster AI performance.</li><li>The MacBook Pro’s M5 Pro and M5 Max chips, built on Apple’s Fusion Architecture, offer up to 30% faster CPU performance.</li></ul>Apple Inc. (AAPL) on Tuesday launched its latest lineup of MacBooks, including the 13- and 15-inch MacBook Air powered by the M5 chip, alongside the 14- and 16-inch MacBook Pro with M5 Pro and M5 Max.&nbsp;The tech giant has also increased the prices. The MacBook Air range now starts at $1,099, up from $999, while the MacBook Pro begins at $2,199, up from $1,999.<h2 class="st-heading-2">Performance Upgrades</h2>The MacBook Air now starts with 512GB of storage and is upgradeable to 4TB, featuring faster SSD speeds and the Apple-designed N1 wireless chip for Wi-Fi 7 and Bluetooth 6. The 14- and 16-inch MacBook Pro begin at 1TB and 2TB, respectively, and include similar wireless upgrades along with Thunderbolt 5 and MagSafe charging.The Air M5 integrates a 10-core CPU and GPU with Neural Accelerators, delivering up to four times faster AI performance than the previous M4, supporting workflows like video editing and AI model training.&nbsp;The MacBook Pro’s M5 Pro and M5 Max chips, built on Apple’s Fusion Architecture, combine two dies in a single chip, offering up to 30% faster CPU performance, up to 128GB of unified memory, and up to 614GB/s memory bandwidth for demanding AI and graphics tasks.<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> traded 0.8% lower on Tuesday morning.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">AI And Creative Enhancements</h2>Neural Accelerators in the GPUs boost AI-based tasks, including LLM prompt processing, 3D rendering, and AI video enhancement. Both Air and Pro models support fast read/write speeds up to 14.5GB/s.Both devices offer Liquid Retina displays, 12MP Center Stage cameras, Spatial Audio, and long battery life (Air up to 18 hours, Pro up to 24 hours). The Air comes in sky blue, starlight, midnight, and silver, while the Pro is offered in space black and silver.AAPL stock has gained over 10% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rosenblatt-says-us-iran-war-likely-to-highlight-palantir-s-strength/cZdeKfGRIPQ">Rosenblatt Says US-Iran War ‘Likely To Highlight’ Palantir’s Strength</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A MacBook Pro is displayed inside of the Apple Carnegie Library store on May 30, 2025 in Washington, DC.

Apple Increases Prices Of Its New MacBook Air And Pro Models – Everything To Know About Its Latest Lineup

The MacBook Air range starts at $1,099, while the MacBook Pro begins at $2,199.

<ul class="summary-bullets"><li>This cap would include shipments of Advanced Micro Devices Inc.’s (AMD) MI325 chips, which are touted to have similar capabilities, as per the report.</li><li>The majority of current applications are from a small number of Chinese tech giants, the report stated.&nbsp;</li><li>As per the report, the 75,000 limit represents less than half of what Chinese firms like Alibaba Group Holding Ltd. and ByteDance Ltd. had privately expressed to Nvidia that they’d like to purchase.</li></ul>The United States is reportedly considering placing upper limits on the number of chips that Nvidia Corp. can sell per Chinese company.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-02/us-mulls-capping-nvidia-h200-sales-at-75-000-per-chinese-customer?srnd=homepage-americas">report</a> from Bloomberg, citing people familiar with the matter, the Trump administration is speaking about implementing a limit of 75,000 Nvidia’s H200 chips per Chinese customer.This cap would include shipments of Advanced Micro Devices Inc.’s (AMD) MI325 chips, which are touted to have similar capabilities, as per the report.<a href="https://stocktwits.com/symbol/NVDA">Shares of Nvidia</a> (NVDA) slipped about 0.13% in after-market hours at the time of writing.<h2 class="st-heading-2">Chinese Shipments</h2>Despite the limitations, total shipments to China is still likely to be as high as a million units, as per the report. The people quoted in the report cited an upper range that President Donald Trump’s team had set out earlier in the regulatory process.The majority of current applications are from a small number of Chinese tech giants, the report stated. Under the per-customer caps, these companies could collectively receive hundreds of thousands of Nvidia H200 chips at most, Bloomberg noted.As per the report, the 75,000 limit represents less than half of what Chinese firms like Alibaba Group Holding Ltd. and ByteDance Ltd. had privately expressed to Nvidia that they’d like to purchase.Meanwhile, a Reuters <a href="https://stocktwits.com/news-articles/markets/equity/china-reportedly-asks-domestic-companies-to-pause-on-nvidia-h200-chip-orders/cmxz4PDR421">report</a> from last week said that none of Nvidia’s H200 chips had been shipped to any Chinese customers yet. U.S. Commerce Assistant Secretary for Export Enforcement David Peters had reportedly confirmed at a congressional hearing that as per his knowledge, none of the chips had been sold to China.President Trump had formally permitted the sale of the company’s second-most advanced AI chips to China under certain conditions. However, Nvidia’s most advanced Blackwell chips are still banned from export to the Asian country.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around NVDA shares was in the ‘extremely bullish’ territory amid ‘extremely high’ message volumes at the time of writing.NVDA stock has gained more than 59% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen.

Nvidia H200 Sales May Be Capped Per Chinese Customer: Report

According to a report from Bloomberg, citing people familiar with the matter, the Trump administration is speaking about implementing a limit of 75,000 Nvidia’s H200 chips per Chinese customer.

<ul class="summary-bullets"><li>MARA Holdings announced it has entered into a strategic agreement with Starwood Capital Group and their dedicated data center development platform Starwood Digital Ventures&nbsp;on Thursday.&nbsp;</li><li>H.C. Wainwright downgraded MARA Holdings to ‘Neutral’ from ‘Buy’ without a price target.</li><li>Cantor Fitzgerald lowered the firm's price target on MARA Holdings to $11 from $21 and kept an ‘Overweight’ rating on the shares.</li></ul>MARA Holdings’ recent Starwood deal buoyed retail trader sentiment on Friday even as several Wall Street analysts downgraded the stock.&nbsp;Shares of the company traded 10% higher at the time of writing.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users’ React?</h2>On Stocktwits, retail sentiment around MARA trended in the ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One bullish user said that the “Starwood deal could imply ~$2 billion in annual revenue potential at scale!!!”<stembedurl>https://stocktwits.com/anokato/message/646125633</stembedurl>Another bullish user&nbsp;wrote, “Pretty sure this is oversold.&nbsp; I wish I had extra money to buy.”<stembedurl>https://stocktwits.com/gotitoutthemud/message/646124552</stembedurl><h2 class="st-heading-2">Starwood Deal</h2>MARA Holdings on Thursday <a href="https://stocktwits.com/news-articles/markets/equity/mara-stock-is-rallying-today-what-is-all-the-buzz-about/cZTGrGCRIRW">announced</a> it has entered into a strategic agreement with Starwood Capital Group and their dedicated data center development platform Starwood Digital Ventures. Together, the companies expect to deliver approximately 1 gigawatt of near-term IT capacity with a pathway to more than 2.5 gigawatts.The companies will prioritize sites with access to low-cost energy, strong interconnection positions, and clear pathways to scale. These campuses will be designed to operate both Bitcoin mining and AI compute, giving MARA the ability to toggle workloads in response to market pricing and customer demand.<h2 class="st-heading-2">Downbeat Analysts</h2>H.C. Wainwright downgraded MARA Holdings to ‘Neutral’ from ‘Buy’ without a price target as the firm slashed its FY26 sales forecast to $851.1&nbsp;million from $954.8&nbsp;million, primarily driven by a downward revision to its bitcoin price outlook throughout 2026.&nbsp;H.C. Wainwright sees risks associated with MARA's pronounced pivot to AI and hyperscale data centers and while it recognizes potential value in both its tie to Starwood Capital Group and Exaion, success at both is hinging on securing large leases that have "proven to materialize slowly amid current peak demand," the analyst&nbsp;told investors.Cantor Fitzgerald lowered the firm's price target on MARA Holdings to $11 from $21 and kept an ‘Overweight’ rating on the shares. MARA's Q4 results showed a 19.8% quarter over quarter decline in mining revenue and negative adjusted&nbsp;core profit amid lower Bitcoin prices, the analyst told investors in a research note.Shares in the company have fallen 34% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, Marathon Digital Holdings logo.  

MARA Holdings Stock Rallies Despite Caution From Analysts Around AI Pivot

H.C. Wainwright sees risks associated with MARA's pronounced pivot to AI and hyperscale data centers.

 ETFs to Buy as NVIDIA Shares Gain Following Q4 Earnings Beat 

NVDA jumps after crushing Q4 earnings and strong guidance, lifting ETF plays like SMH tied to the AI chip leader. 

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