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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 due to news of U.S. approval for chip exports to the UAE, driving overnight highs and bullish sentiment. The community is discussing the implications of this deal, potential all-time highs, and NVIDIA's strategic positioning in the AI landscape relative to competitors like AMD. Some are closely watching for a breakout past key resistance levels, while others express concerns about a potential AI bubble.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending as momentum builds around seabed mining prospects and recent news, possibly related to export restrictions. The community is actively discussing potential catalysts, government funding, and the possibility of a short squeeze, with some anticipating a continued upward trend. Discussions also involve the broader context of mineral supply chains and interest from figures like Lockheed Martin.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is trending as chatter increases around its potential involvement in major AI projects and infrastructure buildouts, including speculation about a $60B deal. Community members are closely watching technical indicators, anticipating a short squeeze, and discussing potential price targets. Optimism is fueled by positive sentiment in the AI sector and comparisons to peers like DELL.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending due to a recent deal with OpenAI, where AMD granted OpenAI stock warrants in exchange for commitments to purchase and deploy AMD chips. The community is actively discussing the potential for AMD to become a major player in the AI chip market and compete with NVDA. Bullish sentiment is fueled by the belief that the OpenAI deal validates AMD's technology and could lead to significant revenue growth, while some express concerns about dilution and the sustainability of the stock's rapid rise.

Infinite Money Glitch ($IMG) is revolutionizing DeFi on Solana by leveraging the Token2022 program's advanced tax extension capabilities to create a truly innovative reward system for token holders.  At its core, $IMG implements a seamless 5% tax on all transactions - whether buying, selling, or transferring tokens. This tax is automatically collected and distributed to holders in SOL, creating a sustainable passive income stream for the community. 4.5% of the tax gets sent to holders, while .5% gets sent to an Infrastructure wallet to help with development, marketing and general infrastructure.  What sets $IMG apart is its implementation of Solana's Token2022 program, enabling automated and efficient reward distribution without relying on external smart contracts.

Infinite Money Glitch

IMG Crypto is trending as holders highlight the project's unique reward system, which distributes SOL tokens to holders every six hours based on volume. The community emphasizes the project's resilience, longevity, and the potential for passive income, with some suggesting it could outperform traditional staking methods. Community members also speculate about a recent tweet from Elon Musk.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull's stock is trending amid discussions of high trading volume and a significant intraday price swing, leading to speculation about a potential short squeeze and institutional activity. Community members are actively debating support and resistance levels, as well as potential price targets. Some traders express bullish sentiment, citing the company's growth potential, while others remain cautious, pointing to insider selling.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the Materials and Magnetics segments. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending due to China's tightened export controls on rare earth elements, sparking discussions about potential beneficiaries and supply chain impacts. Community members are weighing the implications of these restrictions, with some anticipating a significant upward movement for MP and other related stocks, while also considering government influence in the sector. Investors are actively debating entry points and potential price targets amid the evolving rare earth landscape.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath ($PATH) is trending due to recent partnerships with AI leaders like Nvidia and OpenAI, fueling speculation of a potential short squeeze. The community is buzzing about the stock's undervalued status and potential for significant gains, viewing it as a key player in the burgeoning AI automation landscape. Investors are closely watching for a breakout above key resistance levels, anticipating a rapid climb.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Taiwan Semiconductor Manufacturing is trending due to its pivotal role in chip fabrication for major players like NVIDIA and AMD, with the community highlighting its consistent growth. Recent news of Morgan Stanley raising its price target and expectations for strong AI semiconductor demand have boosted investor confidence. Community members are discussing TSM's potential to reach new highs and its significance in the ongoing AI race.

Recursion Pharmaceuticals, Inc. is a clinical-stage biotechnology company that combines automation, artificial intelligence, machine learning, and in vivo validation capabilities to discover novel medicines. Its Recursion operating system enables advanced machine learning approaches to reveal drug candidates, mechanisms of action, novel chemistry, and potential toxicity, with the eventual goal of decoding biology and advancing new therapeutics that radically improve people's lives. The company was founded by Blake Borgeson, Christopher C. Gibson, and Dean Y. Li on November 4, 2013 and is headquartered in Salt Lake City, UT.

Recursion Pharmaceuticals Inc - Ordinary Shares - Class A

Recursion Pharmaceuticals Inc

RXRX is trending due to discussions around a potential short squeeze, fueled by high short interest and unusual options activity. Optimism surrounds the company's AI-driven drug discovery platform and potential catalysts, though some express concern over insider selling. The community is closely watching for news and developments that could impact the stock's trajectory.

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Tesla (TSLA) on Tuesday added two more affordable versions of the Model 3 and Model Y to its lineup, in a bid to halt a major slip in demand for its vehicles upon the expiry of the federal tax credit on the purchase of electric vehicles.With the addition of the standard version of the Model 3 and Model Y, each of the two mass-market vehicles now has four variants. This includes the cheapest standard variant, two premium variants, and the higher-end performance variant.Both the standard variants are priced below $40,000. While the standard rear-wheel drive variant of the Model 3 starts at $36,990, the standard variant of the Model Y starts at $39,990.Likewise, for every other variant, the Model Y variant is priced a few thousand dollars more than its respective Model 3 counterpart.<figure class="image"><img style="aspect-ratio:1240/828;" src="https://news.stocktwits-cdn.com/g5_R7_E_tesla_model_y_3_starting_price_in_png_b35e9a6389.webp" alt="g5R7E-tesla-model-y-3-starting-price-in-.png" width="1240" height="828"></figure>Tesla Model 3 and Y are the company’s best-selling vehicles. In the <a href="https://stocktwits.com/news-articles/markets/equity/tesla-reports-7-percent-rise-in-q3-deliveries/chCrXlDR3Ow">third quarter</a> (Q3) through the end of September, the company sold 481,166 Model 3 and Model Y vehicles globally, and merely 15,933 units of its more premium offerings, including the stainless steel Cybertruck, the Model S sedan, and the Model X SUV. Interestingly, Tesla sells only two variants of each of its more premium vehicles.Until the expiry of the federal EV tax credit, all available variants of the Model 3 and Model Y were also eligible for the incentive of $7,500, bringing down the end price for eligible customers and turning up the appeal factor.While some, <a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-gains-after-hours-as-wall-street-weighs-cheaper-models-against-ai-margin-outlook/ch6ETXKR3hU">including</a> Gene Munster of Deepwater Asset Management, are hopeful that the cheaper variants will help boost sales of the company in time, The Future Fund Managing Partner, Gary Black, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/garyblack00/status/1975882038021443991">believes</a> that the lower-priced variants won’t move the needle on Tesla sales as they are still more expensive than from before the expiry of the tax credit.“...these vehicles are not new form factors or new models that expand TAM in any sense; &nbsp;they are cheaper trims of the existing models with big sacrifices to range, performance, exterior aesthetics, and interior features (no glass sunroof, no rear display, cloth seats, no AM/FM radio, no ambient lighting, cheaper sound system),” Black said in a post on X. He also added that Tesla’s competition has already readied themselves for these lower priced vehicles by cutting prices on existing models.<figure class="image"><img style="aspect-ratio:1184/718;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_08_at_2_23_47_PM_png_963e50aeec.webp" alt="Screenshot of Gary Black's X Post" width="1184" height="718"><figcaption>Screenshot of Gary Black's X Post</figcaption></figure>Black now expects Tesla to slash prices further on these new, cheaper variants in the weeks and months ahead. The analyst also sees potential for Tesla to discontinue production of the variants after months, as it discontinued the lower-priced rear-wheel drive variant of the Cybertruck in September, owing to poor demand.“...TSLA’s new more affordable trims announced yesterday are likely to become even more affordable,” he said.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> is up by 8% this year and by about 79% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ford-faces-1-billion-hit-after-new-york-aluminum-plant-fire-analysts-say/ch6EZaVR3iF">Ford Faces Up To $1 Billion Hit After New York Aluminum Plant Fire, Analysts Reportedly Say</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, Tesla logo is seen displayed on a smartphone with an economic stock exchange index graph in the background. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)

Tesla Now Has Four Variants Of Model Y, 3 In US, But Fund Manager Thinks It Might Not Be The Case For Much Longer

With the addition of the standard version of the Model 3 and Model Y, each of Tesla’s two mass-market vehicles now has four variants.

Equity

With the addition of the standard version of the Model 3 and Model Y, each of Tesla’s two mass-market vehicles now has four variants.


Stifel on Wednesday hiked the price target on Tesla (TSLA) to $483 from $440 on the heels of the company <a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-gains-after-hours-as-wall-street-weighs-cheaper-models-against-ai-margin-outlook/ch6ETXKR3hU">launching</a> cheaper versions of its Model 3 and Model Y vehicles in the U.S.The analyst’s new price target represents a potential upside of about 12% from the stock’s closing price on Tuesday.Stifel pinned the price target increase to its confidence in the company’s full self-driving technology and robotaxi. It believes the EV maker is making progress with modest advancements in both segments, as per TheFly. While having unsupervised FSD available for personal use in the U.S. by year-end 2025 appears to be a stretch, it “seems more likely in the medium term,” they noted.Stifel kept a ‘Buy’ rating on Tesla shares. On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> fell from ‘bullish’ to ‘neutral’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.<figure class="image"><img style="aspect-ratio:1364/122;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_08_at_7_23_48_AM_png_daea3bfc49.webp" alt="TSLA's Sentiment Meter and Message Volume as of 7:24 a.m. ET on Oct. 08, 2025 | Source: Stocktwits" width="1364" height="122"><figcaption>TSLA's Sentiment Meter and Message Volume as of 7:24 a.m. ET on Oct. 08, 2025 | Source: Stocktwits</figcaption></figure>Tesla on Tuesday rolled out version 14.1 of its FSD software, marking the first major software update in nearly a year. The update introduces improved parking navigation, smarter lane changing, emergency zone detection, and personalized driving adjustments, powered by a neural network 10 times larger than the previous version. Tesla CEO Elon Musk said in an X post that many more improvements are yet to be rolled out under the new version 14.The company also launched lower-priced Model 3 and Y variants priced at $36,990 and $39,990, respectively, on Tuesday in a bid to balance the expected drop in sales following the expiry of the federal tax credit on EV purchases.Tesla stepped into the robotaxi segment in June by deploying Model Y vehicles with FSD technology in certain parts of Texas with a safety driver. The company said it is now looking forward to expanding the service and launching a dedicated robotaxi vehicle called Cybercab with no pedals or steering wheel in 2026.TSLA stock is up by 7% this year and by about 77% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/indian-refiners-could-increase-russian-crude-import-as-discounts-widen/ch6EivtR3iP">Indian Refiners Could Increase Russian Crude Import As Discounts Widen</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Tesla car is parked in front of a dealership on March 28, 2022. (Photo by Scott Olson/Getty Images)

Stifel Hikes Price Target On Tesla After FSD V14 Roll Out, Reiterates Hopes In Robotaxi

The analyst’s new price target represents a potential upside of about 12% from the stock’s closing price on Tuesday.

Dell Technologies Inc.(DELL) received a bullish nod from two major Wall Street firms on Wednesday, following its securities analyst meeting that left analysts optimistic about the company's long-term potential.The tech giant&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dell-double-growth-estimates-on-soaring-ai-demand/ch6POYNR3hc">doubled</a> its growth estimates for sales and profit over the next two years, boosted by strong demand for artificial intelligence. The company anticipates revenue to grow at a target rate of 7% to 9%, up from its previous projections of 3% to 4%. It expects earnings per share (EPS) to grow at a rate of 15% or higher, up from previous projections of 8% or higher.JPMorgan revised its outlook on Dell, lifting its price target from $145 to $165 and maintaining an ‘Overweight’ rating, according to TheFly. The firm stated that Dell’s performance metrics, revealed during the event, not only met but also surpassed internal expectations.&nbsp;<a href="https://stocktwits.com/symbol/DELL">Dell Technologies’ stock</a> inched 0.7% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:932/98;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_08_070056_png_b5702900a9.webp" alt="DELL’s Sentiment Meter and Message Volume as of 06:50 a.m. ET on Oct. 8, 2025 | Source: Stocktwits" width="932" height="98"><figcaption>DELL’s Sentiment Meter and Message Volume as of 06:50 a.m. ET on Oct. 8, 2025 | Source: Stocktwits</figcaption></figure>The stock saw an 858% increase in user message count in 24 hours,&nbsp;according to platform data.&nbsp;Citi also boosted the price target to $175&nbsp; from $160 while reaffirming a ‘Buy’ rating. Analyst Asiya Merchant described Dell’s forward guidance on market share and earnings growth as “constructive,” expressing increased confidence in the company’s strategy to seize emerging opportunities.While JPMorgan labeled the company’s margin trajectory as still needing validation, the stronger-than-anticipated projections signaled a positive direction. Citi, on the other hand, noted that Dell is well-positioned to benefit from ongoing technological shifts and enterprise demand.Dell Technologies’ stock has gained over 30% year-to-date and over 23% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-s-open-ai-deal-pushes-stock-to-extremely-overbought-zone/ch6E45dR3L4">AMD’s OpenAI Deal Pushes Stock To ‘Extremely Overbought’ Zone: Why Analysts, Retail Predict More Upside From Here</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Dell Technologies logo is being displayed at their pavilion during the Mobile World Congress in Barcelona, Spain.

Dell Scores Price Target Boosts From JPMorgan, Citi After Outlook Update: Retail Agrees 

JPMorgan lifted its price target for Dell from $145 to $165 and maintained an ‘Overweight’ rating, citing that Dell’s performance metrics revealed during the event not only met but surpassed internal expectations. 

Microsoft Corp. (MSFT) received a vote of confidence from Wells Fargo, which increased its price target on the stock to $675, from a prior $650, while maintaining an ‘Overweight’ rating.&nbsp;The move reflects rising confidence in Microsoft’s growth prospects, particularly in its cloud and AI operations, according to TheFly. The firm noted that the critical question through the first quarter is how much strength lies in Azure, given incremental capacity additions. With recent signs of growing demand, Wells Fargo expects Microsoft to benefit broadly from this cycle.&nbsp;Microsoft stock traded over 1% higher on Monday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory with ‘low’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:935/108;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_06_134219_png_38779477cc.webp" alt="MSFT’s Sentiment Meter and Message Volume as of 01:30 p.m. ET on Oct. 6, 2025 | Source: Stocktwits" width="935" height="108"><figcaption>MSFT’s Sentiment Meter and Message Volume as of 01:30 p.m. ET on Oct. 6, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 66% increase in user message count as of Monday morning. A Stocktwits user saw a buying opportunity after the price target hike.&nbsp;<stembedurl>https://stocktwits.com/IN0V8/message/631169700</stembedurl> Another user sounded positive about Microsoft’s cloud demand.&nbsp;<stembedurl>https://stocktwits.com/trading_signal/message/631157080</stembedurl>Wells Fargo believes that, while recent performance has set a high benchmark, the company remains well-positioned to capitalize on the momentum in cloud services.To meet the growing demand, Microsoft&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/satya-nadella-says-microsoft-wisconsin-hub-will-deliver-10-x-performance-of-fastest-supercomputer-today/chD2Gk9R3bi">unveiled</a> the Fairwater data center in Mt. Pleasant, Wisconsin, describing it as the most advanced “AI factory” it has developed to date. The data center is estimated to cost $3.3 billion and is expected to begin operating in early 2026, with plans to invest $4 billion in building a second data center.&nbsp;Microsoft stock has gained over 25% year-to-date and 29% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/american-battery-stock-hits-22-month-highs-driven-by-bullish-momentum-surrounding-domestic-lithium-supply-chain/ch6RaTMR3gr">American Battery Stock Hits 22-Month Highs Driven By Bullish Momentum Surrounding Domestic Lithium Supply Chain</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Microsoft Azure logo is seen displayed on a smartphone with a Microsoft logo in the background.

Wells Fargo Vouches For Microsoft Cloud Growth With $675 Price Target On Stock

Wells Fargo believes that, while recent performance has set a high benchmark, Microsoft is still well-positioned to capitalize on demand momentum in cloud services.

Nvidia Corp. (NVDA) continues to cement its role as the central force behind the artificial intelligence revolution, according to a recent analysis by Cantor Fitzgerald.The firm characterized Nvidia as the essential backbone of AI infrastructure, suggesting that the company's technology is driving much of the sector’s foundational growth, according to TheFly.Nvidia stock inched 0.6% lower on Friday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:930/106;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_03_132612_png_d5a6e75041.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 01:10 p.m. ET on Oct. 3, 2025 | Source: Stocktwits" width="930" height="106"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 01:10 p.m. ET on Oct. 3, 2025 | Source: Stocktwits</figcaption></figure>Despite growing attention around AI, Cantor maintains that it’s "way too early" to call a peak in the trend and sees significant upside ahead.&nbsp;Cantor projects that CEO Jensen Huang's forecast of AI-related infrastructure spending, ranging from $3 trillion to $4 trillion by 2030, is reasonable given the current pace of development and deployment.Reaffirming its confidence in Nvidia, Cantor Fitzgerald assigned an ‘Overweight’ rating on the stock with a $240 price target. The firm sees Nvidia not just as a key chipmaker, but as the quarterback of the broader AI ecosystem.According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://archive.is/JaXnq#selection-1283.4440-1283.4667">report</a>, Bank of America recommends buying Nvidia, calling it one of its best investment ideas. “We continue to prefer NVDA as our top AI pick, levered to the most critical compute (accelerator) and networking (scale-up links/switches, scale-out switches, NICs, DPUs), components of the $1.2 trillion potential data center capex,” said the firm.&nbsp;For the third quarter of fiscal 2026, the chip giant anticipates revenue of $54.0 billion, plus or minus 2%, compared to the analysts’ consensus estimate of $54.6 billion, according to Fiscal AI data.&nbsp;Nvidia’s stock has gained over 38% year-to-date and over 51% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-stock-tumbles-as-internal-army-memo-exposes-risks-in-its-battle-comms-system/chCuFVaR3Q0">Palantir Stock Tumbles As Internal Army Memo Exposes Risks In Its Battlefield Communication System: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photographic illustration, the Nvidia logo appears on a smartphone reflecting an illustration of printed circuit boards in Creteil, France, on September 22, 2025. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Nvidia Positioned To Lead AI Wave, Says Cantor Fitzgerald 

The firm characterized Nvidia as the essential backbone of AI infrastructure, suggesting that the company's technology is driving much of the sector’s foundational growth.

Gradient Ventures, the AI‑focused venture arm originally housed under Alphabet Inc.’s (GOOGL) (GOOG) Google, has reportedly separated from its parent to operate more independently.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/articles/ai-venture-firm-gradient-ventures-spins-out-of-google-13c68e59?mod&amp;#61;Searchresults&amp;pos&amp;#61;1&amp;page&amp;#61;1">report</a> by The Wall Street Journal, the firm now runs under a newly established management entity, Grdnt LLC. Managing partners Darian Shirazi and Zach Bratun‑Glennon will continue as managing partners of Gradient.&nbsp;Alphabet stock traded marginally in the red on Friday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;According to the report,&nbsp;insiders stated that the decision stems from concerns that some startup founders resist funding from strategic backers, fearing potential competitive conflicts. As major AI firms continue to expand into overlapping domains, distancing themselves from Google could reduce perceived risks and broaden their fundraising appeal.In 2017, Google launched Gradient Ventures, a program designed to support early-stage startups innovating in the field of artificial intelligence. The plan was to support young companies by providing not just funding, but also hands-on technical guidance, access to in-house AI experts, and educational resources, such as boot camps.&nbsp;Through this model, Google had said it would take minority equity positions in the businesses it supports.The report stated that under the new setup, Gradient will retain its existing portfolio, which includes approximately 250 startups, such as AI infrastructure firm Lambda and health wearable company Oura. It will also continue to manage prior funds, with Google remaining a limited partner.&nbsp;Alphabet stock has gained over 29% year-to-date and 48% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-stock-tumbles-as-internal-army-memo-exposes-risks-in-its-battle-comms-system/chCuFVaR3Q0">Palantir Stock Tumbles As Internal Army Memo Exposes Risks In Its Battlefield Communication System: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An illustration shows the Google LOGO displayed in a smartphone in Chongqing, China on May 23, 2025. 

Gradient Ventures Spins Out Of Google To Operate Under New Management Entity-Report

According to a report by The Wall Street Journal, Gradient Ventures now runs under Grdnt LLC.

JPMorgan on Friday raised its price target on Tesla (TSLA) to $150 from $115 while keeping an ‘Underweight’ rating on the shares.The new price target implies a potential downside of about 66% from the stock’s closing price on Thursday.JPMorgan upped Tesla's estimates after the company reported third-quarter (Q3) deliveries of 497,099, which was 12% ahead of consensus. The firm now expects Q3 earnings per share for Tesla of $0.59, which is down 18% year-over-year but above its prior expectation of $0.48 and the consensus estimate of $0.50, as per TheFly.Tesla's Q3 benefited from a "temporary stronger-than-expected industry-wide pull-forward" of demand for electric vehicles in the U.S., the analyst told investors in a research note. It is "too soon to declare Tesla as having sustainably returned to growth in its core business," JPMorgan contends. The firm further does not expect materially positive consensus estimate revisions beyond Q3.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/TSLA">Tesla stock</a> fell from ‘bullish’ to ‘neutral’ territory while message volume rose from ‘normal’ to ‘high’ levels.<figure class="image"><img style="aspect-ratio:575/60;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_03_at_9_33_45_AM_png_8ca5b78fe0.webp" alt="TSLA's Sentiment Meter and Message Volume as of 9:34 a.m. ET on Oct. 03, 2025 | Source: Stocktwits" width="575" height="60"><figcaption>TSLA's Sentiment Meter and Message Volume as of 9:34 a.m. ET on Oct. 03, 2025 | Source: Stocktwits</figcaption></figure>Tesla on Thursday <a href="https://stocktwits.com/news-articles/markets/equity/tesla-reports-7-percent-rise-in-q3-deliveries/chCrXlDR3Ow">said</a> that it sold 481,166 Model 3 and Model Y vehicles, and 15,933 units of its more premium offerings, including the stainless steel Cybertruck, the Model S sedan, and the Model X SUV, globally. The total delivery numbers mark Tesla’s highest quarterly deliveries to date, spurred by customers in the U.S. rushing to buy their EVs before the $7,500 federal tax credit on electric vehicle purchases expired on September 30.Other automakers, including Ford and General Motors, also recorded an increase in EV sales in the U.S. in the quarter, though their numbers trailed Tesla’s.TSLA stock has risen 9% this year and by 83% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/esperion-shares-rally-after-patent-litigation-settlement-for-cholestrol-drugs/chCujWhR3Qb">Esperion Shares Rally After Patent Litigation Settlement For Cholesterol Drugs</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tesla Model 3 vehicle drives on the street on February 27, 2025 in Shanghai, China. (Photo by Dai Aochen/VCG via Getty Images)

Tesla Gets A Price Target Hike From JPMorgan After Q3 Deliveries Beat Estimates

The new price target from JPMorgan implies a potential downside of about 66% from the stock’s closing price on Thursday.

Apple Inc. (AAPL) stock drew investor attention on Friday after Jefferies revised its outlook on the tech giant, citing overly optimistic expectations surrounding future iPhone sales.Analyst Edison Lee downgraded Apple’s stock to ‘Underperform’ from ‘Hold’ and slightly adjusted the price target to $205.16, down from $205.82, according to TheFly.&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> inched 0.7% lower in Friday’s premarket and was among the top five trending equities on Stocktwits. Retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;The revised forecast comes amid concerns that investor enthusiasm around upcoming iPhone models has already been priced into the stock. Lee highlighted that demand for the iPhone 17 benefits from a pricing strategy that avoids increases on higher-end models, specifically the Pro and Pro Max, while introducing what he described as an "effective price cut" on the base version.&nbsp;However, the analyst believes these factors have already inflated expectations, making the market overly confident in the upcoming upgrade cycle. The analyst also said that investor sentiment surrounding Apple’s rumored foldable iPhone, possibly the iPhone 18 Fold, is leaning too far toward the optimistic side.&nbsp;According to Lee, the company’s current valuation prices in an "overly bullish iPhone outlook”.In September, several Wall Street firms&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iphone-17-demand-outpaces-predecessor-as-preorder-wait-times-grow-says-wall-street/chDGDWcRd6M">suggested&nbsp;</a>that lead times for iPhone 17 preorders were lengthening, especially for base models and the new Air variant, indicating customers are eager.Apple had launched the new iPhone 17, iPhone Air with the A19 Pro chip, iPhone 17 Pro, and iPhone 17 Pro Max on September 9. Apple stock has gained over 2% year-to-date and over 13% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/qcls-stock-surges-15-percent-in-pre-market-today-inches-closer-to-6-mark/chCuSH4R3fC">QCLS Stock Surges 15% In Pre-Market Today, Inches Closer To $6 Mark</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Apple logo displays on a screen with a person holding a phone in Knurow, Poland, on September 20, 2025. 

Jefferies Downgrades Apple Over Inflated iPhone Optimism

Analyst Edison Lee downgraded the stock to ‘Underperform’ from ‘Hold’ and slightly adjusted the price target to $205.16, down from $205.82.

Philip Morris International Inc. (PMI) announced on Thursday that its U.S. division is investing $37 million in its Wilson, North Carolina, facility to expand its presence in the American smoke-free products market.&nbsp;The investment will fund new production capabilities at the Wilson site, which currently produces HEETS for the IQOS 3.0 heated tobacco device, the only such product authorized by the U.S. Food and Drug Administration as a Modified Risk Tobacco Product (MRTP) with reduced exposure claims.The company stated that&nbsp;the Wilson expansion builds on its U.S. investments in America's heartland, which already include hundreds of millions of dollars invested in U.S. manufacturing and innovation. This includes the $232 million expansion announced in 2024 in Owensboro, Kentucky, and a $600 million investment to construct a state-of-the-art manufacturing facility in Aurora, Colorado.<a href="https://stocktwits.com/symbol/PM">Philip Morris International stock</a> inched 0.2% higher on Thursday morning. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day amid ‘normal’ message volume levels.The latest investment will allow the Wilson plant to add a new production line for TEREA, consumables used in the IQOS ILUMA heated tobacco system. Philip Morris filed applications with the FDA in October 2023 seeking market authorization for IQOS ILUMA, which it hopes to commercialize at scale once approved.Even though IQOS still carries risks and includes nicotine, which is addictive, research shows that the product lowers exposure to dangerous and possibly harmful chemicals. This is because it heats the tobacco rather than burning it.Philip Morris stock has gained over 33% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-fico-stock-rocket-16-percent-today/chCrgbAR3Ox">Why Did FICO Stock Rocket 16% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Philip Morris International Inc. 

Philip Morris To Invest $37M In Wilson Facility To Strengthen US Manufacturing

The investment will fund the development of new production capabilities at the Wilson site, which currently produces HEETS for the IQOS 3.0 heated tobacco device.

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Current Price	$618.77
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