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Safe & Green Holdings Corp. is a design and construction services company, which engages in the provision of code engineered cargo shipping containers. It operates through the following segments: Construction, Medical, Development, and Corporate and Support. The Construction Services segment includes the manufacturing of unit SG ECHO and other modules projects. The Medical segment consists of joint venture COVID-19 laboratory operations. The Development segment focuses on real property development. The Corporate and Support segment includes general corporate expenses such as the executive office, corporate finance, accounting, audit, tax, human resources, risk management, information technology, marketing, and legal groups, corporate overhead, and other items not allocated to any of the company's other segments. The company was founded on December 29, 1993 and is headquartered in Miami, FL.

Safe & Green Holdings Corp

Safe & Green Holdings is trending due to its new integrated energy strategy and community excitement around a potential short squeeze, driven by high short interest and a low float. Traders are actively discussing the possibility of a significant price increase, drawing comparisons to other stocks with similar dynamics. The company's upcoming merger is also adding to the speculative buzz.

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 following positive earnings, which sparked a broader market rally and upgrades across the street. Community discussions center around the AI landscape, NVIDIA's valuation, and debate whether the company can maintain its growth trajectory. Bullish sentiment is fueled by strong Blackwell chip demand and confidence in Jensen Huang's vision.

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

Walmart Inc

Walmart is trending as investors analyze its recent earnings beat and raised outlook, alongside news of a potential shift to the Nasdaq exchange. The community is weighing the implications of these factors, with some focusing on Walmart's strength in a tightening economy and others discussing the stock's valuation. Discussions also include the potential impact of broader economic factors, including tariffs and consumer spending habits, on Walmart's performance.

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

Micron Technology Inc.

Micron Technology Inc

Micron is experiencing erratic trading, with community members debating the causes, including potential short plays and market manipulation, while others urge buying the dip. Despite a UBS price target increase and positive industry reports, the stock's behavior is puzzling some investors, especially as the broader sector trends upward. Discussions also include Micron's position in the AI sector and potential for long-term growth.

PACS Group, Inc. is a holding company, which engages in the provision of post-acute healthcare facilities, professionals, and ancillary services. It provides senior care, assisted living, and independent living options in some of the communities. The company was founded by Jason Murray and Mark Hancock in 2013 and is headquartered in Farmington, UT.

PACS Group Inc.

PACS Group is trending due to a strong after-hours surge following its Q3 update, with investors focusing on census/occupancy trends and cash flow. Community discussions highlight the company's revenue guidance and potential analyst upgrades, with some eyeing a gap fill and higher price targets. The stock's after-hours move is attributed to healthcare expansion buzz and steady inflows.

ProShares Trust - ProShares UltraPro Short QQQ -3x Shares

ProShares UltraPro Short QQQ

SQQQ is trending as traders react to its upcoming reverse split, with many discussing the potential implications and historical performance following such events. The community is also weighing in on market volatility and hedging strategies, with some expressing concerns about a potential downturn. Broader market factors and upcoming events, such as NVIDIA's earnings, are also influencing sentiment around this inverse ETF.

Bath & Body Works, Inc. is a specialty retailers and home to America’s Favorite Fragrances, offering a breadth of exclusive fragrances for the body and home, including the selling collections for fine fragrance mist, body lotion and body cream, 3-wick candles, home fragrance diffusers and liquid hand soap. The company was founded by Leslie Herbert Wexner in 1963 and is headquartered in Columbus, OH.

Bath & Body Works Inc

BBWI is trending due to a recent earnings report and full-year guidance cut, sparking debate about management's strategy and concerns about consumer spending. Community members are actively discussing whether the company faces potential bankruptcy, while others point to the oversold condition and potential for a rebound. Mall traffic decline and the need to attract younger customers remain key talking points.

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 amid discussions about potential U.S. government backing and permitting progress for deep-sea mining, spurred by recent comments from political figures and analyst ratings. Community members are weighing the potential for short squeezes and long-term growth in the critical minerals sector. Recent price action and high call option volume are fueling speculation about a potential rally.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is trending amid discussions about its Q1 earnings, forward guidance, and the acquisition of Chronosphere, with investors weighing positive results against concerns about the acquisition's cost. Community members are debating whether the stock presents a buying opportunity, considering analyst ratings upgrades and the company's position in the cybersecurity sector. The stock's movement is also influenced by broader market trends and competitor performance, notably Nvidia's recent earnings.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP (Ripple) is trending amid mixed sentiment as the crypto market experiences volatility and some anticipate the launch of XRP ETFs.  The community is actively debating XRP's utility and future, with discussions around partnerships, potential regulations, and comparisons to other cryptocurrencies and traditional systems like SWIFT. Some express frustration with the price action while others remain optimistic about long-term growth driven by institutional adoption and real-world use cases.

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<ul class="summary-bullets"><li>Project Maverick aims to simplify Dell’s IT architecture to support its AI strategy.&nbsp;</li><li>BofA trimmed its 12-month price objective for Dell to $160 from $170.</li><li>Analysts expect third-quarter revenue of $27.29 billion and earnings per share of $2.48.</li></ul>Dell Technologies (DELL) has reportedly postponed the rollout of its secretive internal overhaul initiative, codenamed ‘Project Maverick’, pushing key deployment dates by three months.Maverick aims to simplify Dell’s IT architecture to support its AI strategy.&nbsp;<a href="https://stocktwits.com/symbol/DELL">Dell stock</a> traded over 2% higher in Thursday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:929/109;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_20_073808_png_10839a363d.webp" alt="DELL’s Sentiment Meter and Message Volume as of 06:45 a.m. ET on Nov. 20, 2025 | Source: Stocktwits" width="929" height="109"><figcaption>DELL’s Sentiment Meter and Message Volume as of 06:45 a.m. ET on Nov. 20, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Timeline Revision&nbsp;</h2>According to an internal memo seen by&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/dell-project-maverick-delayed-upgrade-ai-infrastructure-2025-11?utm_social_handle_id=3224616765&amp;utm_campaign=tech-sf&amp;utm_social_post_id=581854328&amp;utm_medium=social&amp;utm_source=twitter">Business Insider</a>, Dell’s vice chairman and COO, Jeff Clarke, said the transition for its client solutions division will now begin in May 2026, while the infrastructure solutions business is set for August 2026.The overhaul was initially planned for February 2026 and May 2026.&nbsp;Clarke noted that while internal testing shows the new system works, it’s ‘not yet ready to scale’ globally. He emphasized the need for more thorough performance evaluation under real-world loads before a full launch, cited the report.&nbsp;Dell’s IT&nbsp; infrastructure currently runs on roughly 4,700 applications, more than 10,000 databases, and 70,000 servers.<h2 class="st-heading-2">BofA Cuts Price Target&nbsp;</h2>On Thursday, BofA trimmed its 12-month price objective for Dell to $160 from $170, while maintaining a Buy rating ahead of Dell’s third-quarter earnings on November 25, according to TheFly.According to BofA, Dell’s third-quarter results are expected to match its own guidance and Wall Street projections roughly. Looking ahead to the fourth quarter, BofA models a modest dip in earnings per share (EPS) of about 1 cent, driven by higher memory costs.&nbsp;For Q3, analysts expect a revenue of $27.29 billion and EPS of $2.48, according to FiscalAI data.&nbsp;DELL stock has gained over 3% in 2025 and declined over 10% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rocket-lab-plans-second-mission-in-48-hours-rklb-stock-rises-premarket/cLPAWHPRE9r">Rocket Lab Plans Second Mission In 48 Hours – RKLB Stock Rises Premarket</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Dell logo is seen displayed on a smartphone. 

Dell Pushes Back ‘Project Maverick’ AI Overhaul By Three Months: Report

Project Maverick aims to simplify Dell’s IT architecture to support its AI strategy. 

Equity

According to an internal memo seen by Business Insider, Dell’s vice chairman and COO, Jeff Clarke, said the transition for its client solutions division will now begin in May 2026, while the infrastructure solutions business is set for August 2026.


Applied Therapeutics, Inc. (APLT) said on Thursday that it is laying off approximately 46% of its workforce as it seeks to conserve cash, while its Board of Directors explores strategic alternatives for the company.The board is considering mergers, acquisitions, partnerships, joint ventures, licensing arrangements, or other strategic transactions, the company said. There is no deadline for the process, Applied Therapeutics noted, while also adding that the review might not result in a transaction.The company also said it intends to request an additional meeting with the U.S. Food and Drug Administration to decide on a design for its late-stage study of Govorestat for the treatment of Charcot-Marie-Tooth Sorbitol Dehydrogenase (SORD) Deficiency.APLT shares traded marginally in the green in the pre-market session at the time of writing.&nbsp;Get updates to this developing story directly on Stocktwits.

In this photo illustration, the Applied Therapeutics logo is seen displayed on the screen of a tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Applied Therapeutics To Lay Off Nearly Half Its Staff, Board Explores M&A Options

The board is considering mergers, acquisitions, partnerships, joint ventures, licensing arrangements or other strategic transactions, the company said.

<ul class="summary-bullets"><li>If customers wish to procure their new Model Y vehicle before the end of 2025, they can place an order from the inventory, the company says on its website.</li><li>At the time of writing, Tesla has multiple vehicle units listed in its inventory across variants.&nbsp;</li><li>Tesla has, overall, four variants on sale in China after the addition of the longer Model YL variant with second-row individual seats in August.</li></ul>American EV giant Tesla Inc (TSLA) is now urging its customers in China to buy inventory Model Y vehicles as the wait time for custom vehicles stretches into 2026.Tesla’s China website currently shows a wait time of at least 4 weeks for custom-designed vehicles and a maximum of 8 weeks for the rear-wheel drive and YL variants of the SUV, and as much as 13 weeks for the long-range variants. This implies that a customer placing an order for a custom Model Y might not receive their delivery until next year.However, if customers wish to procure their new vehicle before the end of 2025, they can place an order from the company's inventory, according to its website. At the time of writing, Tesla has multiple vehicle units listed in its inventory across variants.<h2 class="st-heading-2">Tesla’s Model Y Variants In China</h2>Tesla has, overall, four variants on sale in China after the addition of the longer Model YL variant with second-row individual seats in August.The YL is the priciest variant of the company’s best-selling SUV, with a starting price of 339,000 yuan, compared to 263,500 yuan for the base rear-wheel-drive version.<h2 class="st-heading-2">Push To Avoid Delivery Decline</h2>The push to have customers take their deliveries before the end of the year also comes as Tesla looks to avoid a year-on-year delivery slump for the full year. Tesla deliveries fell in both the first and second quarters of 2025, despite the company setting a new quarterly delivery record in the three months through September-end with 497,099 deliveries.As of the end of the third quarter, Tesla has delivered 1,217,902 vehicles, implying that the company must deliver over 570,000 vehicles in the fourth quarter, an ambitious target provided the company has not delivered over 500,000 in three months to date.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around TSLA jumped from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume fell from ‘high’ to ‘normal’ levels.<figure class="image"><img style="aspect-ratio:622/65;" src="data:image/png;base64,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" width="622" height="65" alt="TSLA’s Sentiment Meter and Message Volume as of 6:48 a.m. ET on Nov. 20, 2025 | Source: Stocktwits"><figcaption>TSLA’s Sentiment Meter and Message Volume as of 6:48 a.m. ET on Nov. 20, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> is up by 18% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/ibm-cisco-announce-quantum-computing-collaboration/cLPAh5uRE9H">IBM, Cisco Announce Quantum Computing Collaboration – Target Commercial Rollout By Early 2030s</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)

Tesla Urges China Customers To Buy Model Y Inventory As Wait Time For Custom Orders Stretch Into 2026

Tesla’s China website currently shows a wait time of at least 4 weeks for custom-designed vehicles and as much as 13 weeks for select variants. 

<ul class="summary-bullets"><li>A Baird analyst said Blackwell's demand is now well exceeding supply, and the spotlight now shifts to execution and Taiwanese foundry TSMC’s capacity.</li><li>He believes that Nvidia will continue to apply tremendous pressure on the competition in 2026.</li><li>Nvidia's fourth-quarter Data Center segment guidance points to a solid AI spending environment: Goldman</li></ul>Wall Street’s early verdict on Nvidia Corp. (NVDA) was favorable, as analysts lauded the artificial intelligence (AI) bellwether’s robust quarterly performance.In Thursday’s early premarket session,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> gained more than 5.50%. On Stocktwits, retail sentiment toward the stock improved to ‘extremely bullish’ as of early Thursday, from ‘bullish’ a day before. The message volume on the stream increased to ‘extremely high’ levels.Baird Ups Price Target By 22%Reviewing Nvidia’s quarterly performance, Baird analyst Tristan Gerra reiterated an ‘Outperform’ rating and upped the stock price target to $275 from $255.Gerra said Blackwell's demand is now well exceeding supply, and the spotlight now shifts to execution and key supplier TSMC’s (TSM) capacity.&nbsp; “We expect Nvidia to maintain a stratospheric performance and platform advantage versus the competition throughout 2026 and likely 2027,” the analyst said.The analyst believes that Nvidia will continue to apply tremendous pressure on the competition in 2026 with its existing and upcoming product roadmap, along with an annual cadence of new platforms.&nbsp;Notwithstanding the solid fundamentals, Nvidia stock traded at a significant discount versus its two peers, Gerra said. The analyst noted that Nvidia expects an annual $3 trillion to $4 trillion in AI infrastructure spending industry-wide by 2030. The company expects aggregate AI capex for 2026 to be around $600 billion, over 50% higher than expectations entering the year.The company also reiterated its $500 billion revenue target for Blackwell and Rubin for 2025/2026.Baird said Nvidia remained one of its top three large-cap semiconductor ideas due to its market share, product performance, ecosystem leadership, insatiable AI-related demand, a class-leading gross margin profile, and an attractive valuation among peers.Goldman On Readthrough For Rest Of Chip StocksNvidia's fourth-quarter Data Center segment guidance points to a solid AI spending environment, and is also positive for chipmakers in its coverage, including Broadcom (AVGO) and AMD (AMD), the Fly reported. Goldman maintained a ‘Buy’ rating and $240 price target for Nvidia stock.&nbsp;Wedbush Lauds ‘Monster’ QuarterThe firm’s tech analyst, Dan Ives, qualified the quarter as “monster” and the guidance as “eye-popping guidance,” potentially serving as a major positive catalyst for Nvidia and the bullish AI Revolution thesis.“Very positive comments so far on the conference around Blackwell demand and the Rubin buildout and deployment/ramp will be well received by the Street and hit against some of the fears on this metric.” Ives said.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-rally-ahead-of-jobs-data-as-nvidia-calms-ai-bubble-fears/cLPAOOURE9m">Nasdaq, S&amp;P 500 Futures Rally Ahead Of Jobs Data As Nvidia Calms AI Bubble Fears — Why A Top Strategist Favors US Equities</a>

Nvidia CEO Jensen Huang listens as U.S. President Donald Trump delivers remarks at the U.S.-Saudi Investment Forum at the Kennedy Center on November 19, 2025 in Washington, DC. 

Nvidia Analysts Impressed With AI Chipmaker’s 'Monster’ Q3 — Retail Euphoric As Stock Surges Premarket

Dan Ives said Nvidia's "eye-popping guidance" will potentially serve as a major positive catalyst for the company and the bullish AI Revolution thesis.

Nvidia Analysts Impressed With AI Chipmaker’s ‘Monster’ Q3 — Retail Euphoric As Stock Surges Premarket

<ul class="summary-bullets"><li>The GAIN AI Act proposes that a company seeking a license to export advanced AI chips to China and other countries of concern first certify that American companies have priority in acquiring those chips.</li><li>Nvidia opposed the bill, stating that it would restrict competition worldwide in any industry that uses mainstream computing chips.</li><li>China-specific H20 chips made a negligible contribution of $50 million to Nvidia’s Q3’06 results.</li></ul>The bipartisan bill, which proposes restrictions on U.S. exports of advanced artificial intelligence (AI) chips, now faces a hurdle. The White House has reportedly asked Congressional members to oppose the GAIN AI (Guaranteeing Access and Innovation for National Artificial Intelligence) Act.&nbsp;The development is a positive for Nvidia, which reported&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-torches-ai-bubble-talk-with-blowout-q3/cLPqCIORE9c">robust quarterly results</a> on Wednesday, sending its stock up by over 5% in after-hours trading. Reflecting its dominant position in the AI chip market,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> has gained 39% year to date.Nvidia CEO Jensen Huang's bonhomie with President Donald Trump is apparently paying off. The Nvidia CEO attended the dinner hosted by the president for Saudi Crown Prince Mohammed bin Salman and also spoke at the U.S.-Saudi Investment Forum held at the Kennedy Center in Washington.<h2 class="st-heading-2">White House’s Anti-GAIN AI Stance</h2>White House’s lobbying against the GAIN AI Act was&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-20/white-house-asks-congress-to-reject-bill-curbing-nvidia-exports">reported</a> by Bloomberg, citing people familiar with the matter.&nbsp; The act proposes that a company seeking a license to export advanced AI chips to China and other countries of concern first certify that American companies and startups have priority in acquiring those chips.Trump’s backing of Huang and Nvidia is a no-brainer, given that the advanced, high-performance computing chips made by the company are used to power most of the AI applications, processes and systems. The president has also been using Nvidia’s AI processors as a bargaining chip in his negotiations with his major trading partners.Nvidia opposed the bill in no uncertain terms. A company spokesperson reportedly said, “We never deprive American customers in order to serve the rest of the world. In trying to solve a problem that does not exist, the proposed bill would restrict competition worldwide in any industry that uses mainstream computing chips.”A Wall Street Journal report stated last week that Nvidia hyperscaler customers Microsoft and Amazon&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/2-big-techs-reportedly-back-team-trump-s-plan-to-box-out-nvidia-in-china/cLPfCjCREES">backed the GAIN AI Act.</a>The Bloomberg report also stated that lawmakers were mulling another bill, the Secure and Fair Enforcement (SAFE) Act of 2025, which would require the Commerce Department to deny all applications for the sale of AI chips to China that are more powerful than those the US currently allows.<h2 class="st-heading-2">Win For Nvidia?</h2>Nvidia, which had a thriving business in China before the previous Biden administration banned the export of its AI chips in late 2023, began to see its sales to the country taper. The workaround China-specific AI chip, the H20, which Nvidia developed, was banned by the Trump administration in April, bringing its China revenue to a standstill.Although the government has lifted the ban, the resumption of exports hasn’t materialized in a meaningful manner. On Nvidia’s third-quarter earnings call, CFO Colette Kress said China-specific H20 chips made a negligible contribution, at $50 million. This is a marked reduction from the $4.03 billion (about 22%) China, including Hong Kong, contributed to Nvidia’s top line in the third quarter of 2023 before the Biden ban came into effect.&nbsp;China, for its part, has taken an antagonistic stance toward the whole chip curb saga, stepping up incentives and funding for homegrown chipmakers and explicitly instructing state enterprises and government agencies to ban the use of Nvidia chips, citing security concerns.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Summary:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-stock-plunges-into-bear-territory-and-retail-traders-are-split/cLPA3UIRE9f">Meta Stock Plunges Into Bear Territory — And Retail Traders Are Split About Whether It's A Screaming Buy Or Falling Knife</a>

U.S. President Donald Trump listens as Nvidia CEO Jensen Huang speaks in the Cross Hall of the White House during an event in April

Nvidia May Have Just Scored Big In DC — White House Reportedly Urges Congress To Oppose China Chip Curbs

Nvidia, which had a thriving business in China before the previous Biden administration banned the export of its AI chips in late 2023, began to see its sales to the country taper.

<ul class="summary-bullets"><li>The stock is experiencing a downtrend within a consolidation phase that began in late October.</li><li>Cantor Fitzgerald analysts on Wednesday cut their price target for Meta stock to $720 from $830.</li><li>They blamed the action on Meta's higher operating expenditure.</li></ul>Meta Platforms, Inc. (META) stock has closed lower in each of the past four sessions and has lost over 22% from its recent high of $759.15, set on Oct. 29. The sell-off was set in motion by investor fears concerning a hit from a potential artificial intelligence (AI) bubble burst.When a stock pulls back 20% or more from a recent high, it is said to be in bear-market territory, and by that definition,&nbsp;<a href="https://stocktwits.com/symbol/META">Meta’s stock</a> is now in a bear market.&nbsp;<h2 class="st-heading-2">Meta Stock Unravelling?</h2>Since bottoming along with the broader market in October 2022, Meta's stock was in an uptrend until late February. Since then, it has been in a consolidation phase, though it hit an all-time high of $796.25 in mid-August.&nbsp;The stock is currently in a downtrend within this consolidation range, which began when it gap-opened following the release of its third-quarter results in late October.&nbsp;<img src="https://news.stocktwits-cdn.com/Meta_Koyfin_chart_since_bear_market_bottom_png_301b6c55ba.webp" alt="Meta Koyfin chart since bear market bottom.png">Source: KoyfinThe post-earnings sell-off came as the Trump administration legislation&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-stock-sinks-after-hours-as-16-b-tax-provision-hits-q3-profit/cLGFOylR3D7">increased Meta’s tax provisioning</a>, but the Mark Zuckerberg-led company downplayed it as a one-time event, even touting the likelihood of a significantly lower tax bill for the remainder of the year and future years.<h2 class="st-heading-2">Burry Joins Bearish Voices</h2>Meta’s stock sell-off deepened in November as fund managers and Wall Street firms began flashing the AI bubble warning.“Big Short” fame Michael Burry named Meta, along with Oracle, among hyperscalers, which have been extending&nbsp;the useful life of AI infrastructure, boosting earnings in the process. “By my estimates, they will understate depreciation by $176 billion 2026-2028,” Burry said of the hyperscalers as a group. “By 2028, ORCL will overstate earnings 26.9%, META by 20.8%, etc. But it gets worse.”<h2 class="st-heading-2">Taste Of Its Own Medicine?</h2>After vigorously poaching key AI personnel from small startups and megacap tech peers, Meta is now beginning to get a taste of its own medicine. Yann LeCun, who served as Meta’s VP &amp; Chief AI Scientist, has confirmed that he planned to leave the social media giant. In a LinkedIn post, LeCun said, “As many of you have heard through rumors or recent media articles, I am planning to leave Meta after 12 years: 5 years as founding director of FAIR and 7 years as Chief AI Scientist.”<h2 class="st-heading-2">The Meta Stock</h2>Notwithstanding, Meta’s recent pullback, retail investors on Stocktwits aren’t yet ready to jump on the bullish bandwagon. Sentiment remains ‘neutral’ as of early Thursday, and the message volume on the stream also stayed ‘normal.’A Stocktwits watcher pointed out that no Meta large language model is at the top of its category on the AI leaderboard. “$GOOG and Grok are crushing it, though,” they said.<stembedurl>https://stocktwits.com/lextrading/message/636848419</stembedurl>A bearish user said Meta is a strong sell and that the stock will likely hit $400 by the year's end.<stembedurl>https://stocktwits.com/MountCapital/message/636847940</stembedurl>A bullish watcher, however, said, “$META should never have fallen to this level. People don’t realize spending is needed to grow. Zuck knows what he’s doing.”“Sad thing is that ppl needed to hear it from another company. AI is the future. Ride this wave to the new highs. 2026 going to be a great year.”<stembedurl>https://stocktwits.com/cantgetanyworse/message/636847739</stembedurl>The 14-day relative strength index (RSI), a momentum indicator, suggests Meta stock is a screaming buy, with the indicator sporting a reading of “23.2.”&nbsp; That said, the technical picture isn’t very pretty, as the stock traded below all key simple moving averages (SMAs), with the longer-term 100-day SMA trading above the 50-day SMA. The stock has been making more lower lows in the current downtrend, suggesting intense selling pressure.Wall Street analysts aren’t hitting the panic button yet. According to Koyfin, out of the 68 analysts covering the stock, 59 have ‘Buy’ or ‘Strong Buy’ ratings, eight remain on the sidelines (‘Hold’), and one is in the bearish camp with a ‘Sell’ rating. The average price target for the stock is $841.42, implying scope for over 40% upside.On Wednesday, Cantor Fitzgerald analysts cut their price target for Meta stock to $720 from $830, while maintaining an ‘Overweight’ rating. The analysts cited higher operating expenses flagged by the company for 2026. Cantor views the recent $40 billion+ agreements with four cloud vendors as likely adding roughly $4 billion in incremental costs, creating potential headwinds for 2026 despite some timing uncertainty tied to capacity rollout.Meta’s stock is down about 9% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-tears-into-nvidia-after-q3/cLPAPKIRE9e">Michael Burry Tears Into Nvidia After Q3, Flags Gaping Accounting Holes Tied To Stock-Based Compensation</a>

The logo of the Facebook group Meta can be seen near the company headquarters. Photo: Andrej Sokolow/dpa (Photo by Andrej Sokolow/picture alliance via Getty Images)

Meta Stock Plunges Into Bear Territory — And Retail Traders Are Split About Whether It's A Screaming Buy Or Falling Knife  

Meta’s stock sell-off deepened in November as fund managers and Wall Street firms began flashing the AI bubble warning.

<ul class="summary-bullets"><li>CEO Nikesh Arora said the strong start to the fiscal year reflected “excellent results across all metrics, and significant platformization wins.”&nbsp;</li><li>The company expects its strategic acquisitions of CyberArk and Chronosphere to position it as the data and security partner of choice in the AI era.</li><li>The stock, however, has underperformed (+10%) this year.</li></ul>Cybersecurity vendor Palo Alto Networks, Inc. (PANW) reported forecast-beating quarterly results and announced an artificial intelligence (AI)-related acquisition. Traders bid down&nbsp;<a href="https://stocktwits.com/symbol/PANW">Palo Alto’s stock</a> in the after-hours as the full-year revenue was guided to either in-line or a miss, but retail optimism abounded.The stock has underperformed the broader market and the tech sector this year, having gained about 10%.<h2 class="st-heading-2">Palo Alto’s Q1 Snapshot</h2>CEO Nikesh Arora said the strong start to the fiscal year reflected “excellent results across all metrics, and significant platformization wins.”&nbsp;For the fiscal year 2026 first quarter, Santa Clara, California-based company reported revenue growth of 16% year over year (YoY) to $2.47 billion, slightly exceeding the Fiscal.ai-compiled consensus of $2.46 billion.The adjusted earnings per share (EPS) climbed YoY to $0.93 from $0.78, versus the average analysts’ estimate of $0.89.Among key operational metrics, next-generation annual recurring revenue (ARR) climbed 29% YoY to $5.9 billion, and remaining performance obligations (RPO) rose 24% to $15.5 billion.CFO Dipak Golechha said operating margin was above 30% for another quarter, underlining the company’s sustainable profit growth.Separately, the company said Mark Goodburn, a veteran in global advisory, technology, and innovation, has been appointed to its board, while its longest-serving board member, Mary Pat McCarthy, would retire, effective Jan. 23, 2026.<h2 class="st-heading-2">Palo Alto’s Outlook</h2>The company expects second-quarter revenue of $2.57 billion to $2.59 billion and adjusted EPS of $0.93 to $0.95. Analysts, on average, expect the numbers to be at $2.58 billion and $0.93, respectively.Palo Alto raised its full-year guidance as follows:-Revenue: $10.50B-$10.54B (up from $10.475B-$10.525B)-Adj. EPS: $3.80-$3.90 (up from $3.75-$3.85)This compares to the consensus estimates of $10.52 billion and $3.80, respectively.<h2 class="st-heading-2">Chronosphere Acquisition</h2>In a separate release, Palo Alto said it has agreed to acquire&nbsp;Chronosphere, a next-generation observability platform built to scale for the AI era, for $3.35 billion in cash and replacement equity awards. The company sees the proposed buy as a way to strengthen its help organizations navigate a world where modern applications and AI workloads demand a unified data and security foundation.Chronosphere generated ARR of over $160 million at the end of September. Palo Alto expects the deal to close in the second half of fiscal year 2026.Arora said, “Our robust innovation engine, paired with the strategic acquisitions of CyberArk and Chronosphere, positions us as the data and security partner of choice in the AI era."<h2 class="st-heading-2">Palo Alto Stock</h2>On Stocktwits, retail sentiment toward Palo Alto stock remained in the ‘extremely bullish’ zone as of late Wednesday, although rising a few notches within the territory. The message volume improved to ‘extremely high’ levels.A bullish watcher remained hopeful that the stock would hit $200+ levels on Thursday.<stembedurl>https://stocktwits.com/WEN600SPY/message/636835078</stembedurl>Another user said they bought the stock at $189 on the dip.<stembedurl>https://stocktwits.com/nope45/message/636828094</stembedurl>Palo Alto ended Wednesday’s regular session down 0.55% at $199.90, and has traded in a 52-week range of $144.15-$223.61. After hours, it shed 3.74%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Summary:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-torches-ai-bubble-talk-with-blowout-q3/cLPqCIORE9c">Nvidia Torches AI Bubble Talk With Blowout Q3, Stock Pops After-Hours: CEO Says Blackwell Chip Sales ‘Off The Chart’</a>

In this photo illustration, a Palo Alto Networks logo is displayed on the screen of a smartphone. 

Why Palo Alto Stock Fell Over 3% After-Hours

Palo Alto doubled down on its inorganic growth strategy by announcing another big-ticket acquisition.

 Why Palo Alto Stock Fell Over 3% After-Hours

Palo Alto doubled down on its inorganic growth strategy by announcing another big-ticket acquisition.


<ul class="summary-bullets"><li>Nvidia’s CEO said compute demand keeps accelerating and compounding across training and inference.</li><li>The contribution of China-specific H20 chips was insignificant.</li><li>On the earnings call, Nvidia stated that it is on track to hit its $500 billion forecast for Blackwell and Rubin.</li></ul>Nvidia Corp. (NVDA) shares&nbsp;jumped over 5% in Wednesday’s extended session after the artificial intelligence (AI) bellwether reported another blowout quarterly performance. Calling the guidance “eye-popping,” Wedbush’s Daniel Ives said it will be a major positive catalyst for Nvidia and the bullish AI Revolution thesis.In the process, <a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> appears on track to snap its two-session losing streak and reverse most of its November losses.<h2 class="st-heading-2">Nvidia’s Q3 Earnings Snapshot</h2>CEO Jensen Huang delivered one of the most bullish AI forecasts, allaying some of the skepticism that has been building. The executive said, “Blackwell sales are off the charts, and cloud GPUs are sold out.”“Compute demand keeps accelerating and compounding across training and inference — each growing exponentially. We’ve entered the virtuous cycle of AI. The AI ecosystem is scaling fast — with more new foundation model makers, more AI startups, across more industries, and in more countries. AI is going everywhere, doing everything, all at once.”Here’s how the headline numbers compare:<ul><li>Adjusted earnings per share (EPS): $1.30 (up 60% YoY) vs.&nbsp;est $1.25 consensus (Fiscal.ai)</li><li>Revenue: $57.01&nbsp;billion (up 62% YoY &amp; up 22% QoQ) vs.&nbsp;est $55.03&nbsp;billion</li></ul>Nvidia’s adjusted gross margin contracted 1.4 basis points (bps) YoY to 73.6% but improved 0.9bps sequentially.<h2 class="st-heading-2">Nvidia’s Businesses — How Q3 Performance Stacked Up</h2>The Santa Clara, California-based chipmaker’s data center business turned in another record revenue performance, recording sales of $51.2 billion (roughly 90% of overall revenue). YoY, the growth was 66%. The sequential increase was 25%.In prepared remarks, CFO Colette Kress said Blackwell Ultra was the company’s leading architecture across all customer categories, while the previous Blackwell architecture also saw strong demand. The company is on track to launch its next iteration, named Vera Rubin, next year.&nbsp; She clarified that China-specific H20 chips made a negligible contribution, at $50 million.Gaming and AI PC revenue rose 30% YoY to $4.3 billion but slipped 1% from the previous quarter. Nvidia attributed the sequential drop to channel inventories reaching more normalized levels&nbsp;as the holiday season approached. Professional &amp; visualization, and automotive &amp; robotics revenue grew to $760 million annually and $592 million sequentially, respectively.&nbsp;Nvidia’s board declared a quarterly cash dividend of $0.01 per share, to be paid on Dec. 26, to shareholders of record on Dec. 4.<h2 class="st-heading-2">Nvidia’s Q4 Outlook</h2>For the fourth quarter, Nvidia guided revenue to $65 billion, plus or minus 2%, and adjusted gross margin to 75%, plus or minus 50 bps. Analysts, on average, brace for revenue of $61.75 billion for the quarter.Deepwater Asset Management’s Gene Munster said, “Jensen was over the top near and long term bullish.” The fund manager believes next fiscal year’s revenue growth will be at least 54% versus the 41% consensus forecast, and the margin will be maintained at current levels.On the earnings call, Huang said Nvidia's balance sheet is sufficient to support its partners and that all investments are aimed at expanding the reach of its CUDA systems. According to Munster, this suggests partnerships will keep coming. As recently as this week, Nvidia and Microsoft announced investments in AI startup Anthropic.On the earnings call, Kress said the company is on track to hit its $500 billion forecast for Blackwell and Rubin.&nbsp;<h2 class="st-heading-2">Huang’s Take On AI Bubble</h2>The Nvidia CEO also said, “There's been a lot of talk about an AI bubble. From our vantage point, we see something very different.” He talked about three transformations the tech world is experiencing: from CPUs to GPU-accelerated computing, the AI transformation of existing apps and the enabling of new ones, and agentic AI. “Consider these 3 fundamental dynamics; each will contribute to infrastructure growth in the coming years.”<h2 class="st-heading-2">What Retail Feels About&nbsp; Nvidia Stock</h2>Retail sentiment toward Nvidia stock among users of the Stocktwits platform shifted to ‘extremely bullish’ by late Wednesday, from ‘bullish’ a day before. The message volume on the stream rose to ‘extremely high’ levels.’Making sense of what Nvidia’s results hint at, a user said, “Tech stocks have been beaten bad the last weeks. AI is young, just buy buy buy.”<stembedurl>https://stocktwits.com/GODDY1/message/636829917</stembedurl>Another user expected the stock to reclaim the $200 level with the analysts’ upgrades they anticipate.<stembedurl>https://stocktwits.com/BB512/message/636829909</stembedurl>Nvidia’s stock settled Wednesday’s regular session up 2.85% at $186.52, taking its year-to-date gains to 39%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/crcl-stock-falls-below-its-listing-price-of-69/cLPoS1uRE9R">&nbsp;CRCL Stock Falls Below Its Listing Price Of $69</a>

The Nvidia logo is seen on a sign outside an office building on November 11, 2025, in Beijing, China. 

 Nvidia Torches AI Bubble Talk With Blowout Q3, Stock Pops After-Hours: CEO Says Blackwell Chip Sales ‘Off The Chart’

Jensen Huang stated that the tech world is undergoing three major transformations that offer scope for continued infrastructure spending.

In this photo illustration, the Tempest Therapeutics logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

TPST Stock Plummets After Inking Deal To Acquire CAR-T Programs From Privately-Held Firm In All-Stock Transaction

The transaction is expected to close in early 2026, provided it receives all required approvals. 

<ul class="summary-bullets"><li>Analysts expect Nvidia to report a third-quarter revenue of $55.03 billion.&nbsp;</li><li>Nvidia’s dominant architecture and strong relationships with cloud providers give a competitive edge.</li><li>Nvidia’s stock traded over 3% higher on Wednesday morning.&nbsp;</li></ul>NVIDIA Inc. (NVDA) is attracting significant market attention as the AI bellwether is expected to report its third-quarter fiscal 2026 results on Wednesday after the closing bell.&nbsp;The chip giant will report earnings in a volatile environment, as big tech companies’ capital expenditure spirals to ramp up AI infrastructure, prompting investors to be cautious about valuations.&nbsp;<h2 class="st-heading-2">Third-Quarter Expectation</h2>For the third quarter (Q3), Nvidia is projected to post adjusted earnings per share (EPS) of $1.25 and revenue of $55.03 billion, according to Fiscal AI data.&nbsp;The revenue expectation is slightly above the $54 billion (+/- 2%) guidance Nvidia provided in late August following its second-quarter report.&nbsp;According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/19/market-is-counting-on-nvidia-the-whisper-numbers-it-must-deliver.html">report</a>, an Internal survey by traders at JPMorgan indicates potential revenue of $56.32 billion for Q3 and $63.02 billion for Q4, which would exceed analyst expectations by more than $1.3 billion per quarter.&nbsp;“It feels increasingly like the weight of the world is on NVDA,” JPMorgan noted, referring to the stock’s recent volatility.<h2 class="st-heading-2">Optimism Amid Tech Pullback&nbsp;</h2>Earlier on Wednesday, Daniel Ives, managing director at Wedbush Securities, said Nvidia is the sole company forming the foundation for the AI revolution.Nvidia’s dominant architecture, large developer ecosystem and strong relationships with cloud providers give a competitive edge that few rivals can match, especially in the enterprise AI space.How Did Stocktwits Users React?<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> traded over 3% higher on Wednesday, after the morning bell. On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:926/108;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_19_095742_png_7a7353bdc3.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Nov. 19, 2025 | Source: Stocktwits" width="926" height="108"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Nov. 19, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user said Nvidia CEO Jensen Huang’s forecast will have more impact on entire market than Trumps tariffs.<stembedurl>https://stocktwits.com/HarleyDeuce/message/636718545</stembedurl>Another user said Huang’s projections will be optimistic.&nbsp;<stembedurl>https://stocktwits.com/spxtrader0724/message/636715129</stembedurl>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/blue-owl-scraps-merger-of-funds-amid-market-uncertainty/cLPog0bREBo">Blue Owl Scraps Merger Of Funds Amid Market Uncertainty</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In Creteil, France, on September 23, 2025, the Nvidia logo appears on a smartphone.

When Does Nvidia Report Q3 Earnings?

Analysts expect Nvidia to report a third-quarter revenue of $55.03 billion.

The chip giant will report earnings in a volatile environment, as big tech companies’ capital expenditure spirals to ramp up AI infrastructure.


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