SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending amid discussions of its high short interest, potential for a short squeeze, and the upcoming launch of its wallet. Community members are highlighting the company's ties to crypto, the Trump administration, and Tether, with some speculating on potential partnerships and acquisitions. The stock is also gaining attention due to a recent partnership announcement.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin is trending as the community rallies around the self-proclaimed "culture coin." Discussions highlight its ties to the cannabis community and its potential for building a gathering of growers. Some users are also pointing to the coin's association with a livestreamed token burn.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla's stock is trending as investors digest recent delivery numbers amid concerns about future demand following the expiration of EV tax credits, leading to a significant intraday reversal. Community discussions revolve around whether this signals a peak, with debates on valuation, sales expectations, and Elon Musk's influence. Both bulls and bears are actively strategizing, anticipating potential price swings, while also considering the broader context of the EV market and Tesla's future ventures.

Q/C Technologies, Inc. operates as a clinical-stage pharmaceutical company, which engages in the development of drug products to extend healthy lifespan. It focuses on developing two novel therapeutic platforms, MyMD-1 and SUPERA-CBD, which aim to treat the causes of disease rather than just addressing the symptoms. MyMD-1 is a clinical-stage small molecule that regulates the immune system to control TNF-a, which drives chronic inflammation, and other pro-inflammatory cytokines. SUPERA-CBD is a synthetic derivative of cannabidiol being developed to treat conditions such as epilepsy, chronic pain, depression, as well as neuroinflammatory and neurodegenerative diseases. The company was founded in 1989 and is headquartered in New York, NY.

Q/C Technologies Inc.

Q/C Technologies ($QCLS) is trending due to its strategic shift towards quantum-class computing for cryptocurrency, leveraging exclusive rights to LightSolver's laser-based processing units. The community is buzzing about the potential for energy-efficient and high-speed blockchain infrastructure, drawing comparisons to other quantum computing stocks and anticipating news regarding new contracts and potential CEO announcements. Some traders are hoping it will be the next multi-day runner.

Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in Boston, MA.

Ondas Holdings Inc

Ondas Holdings is trending as the community discusses its potential in the defense sector, particularly regarding drone technology and counter-UAV systems. The company's partnership with Mistral and recent initial order for Wåsp drones are sparking excitement, with some viewing Ondas as a key player in the evolving landscape of affordable, mass-deployable drone solutions for the U.S. Department of War.

Bitcoin is the first successful internet money based on peer-to-peer technology; whereby no central bank or authority is involved in the transaction and production of the Bitcoin currency. It was created by an anonymous individual/group under the name, Satoshi Nakamoto. The source code is available publicly as an open source project, anybody can look at it and be part of the developmental process.  Bitcoin is changing the way we see money as we speak. The idea was to produce a means of exchange, independent of any central authority, that could be transferred electronically in a secure, verifiable and immutable way. It is a decentralized peer-to-peer internet currency making mobile payment easy, very low transaction fees, protects your identity, and it works anywhere all the time with no central authority and banks.  Bitcoin is designed to have only 21 million BTC ever created, thus making it a deflationary currency. Bitcoin uses the SHA-256 hashing algorithm with an average transaction confirmation time of 10 minutes. Miners today are mining Bitcoin using ASIC chip dedicated to only mining Bitcoin, and the hash rate has shot up to peta hashes.  Being the first successful online cryptography currency, Bitcoin has inspired other alternative currencies such as Litecoin, Peercoin, Primecoin, and so on.  The cryptocurrency then took off with the innovation of the turing-complete smart contract by Ethereum which led to the development of other amazing projects such as EOS, Tron, and even crypto-collectibles such as CryptoKitties.

Bitcoin

Bitcoin is trending as it approaches previous all-time highs, with the community actively discussing potential breakouts and resistance levels. Bullish sentiment is fueled by institutional adoption and comparisons to gold, while some traders remain cautious, anticipating a possible pullback. Discussions also involve the impact of potential government shutdowns and macroeconomic factors on Bitcoin's price.

BYTE is a novel meme token that creatively intertwines the worlds of cryptocurrency and popular culture. Inspired by Grok's answer to "What would you name your dog?", Grok answered, 'Byte.' When Grok was asked who created Byte, it says he was created by the xAI team lead by Elon Musk as a gift to Grok AI to keep him company in the metaverse. BYTE serves as a playful reference to the unit of digital information, as well as a nod to the AI's technological nature. Distinctively, Byte acts as a gateway towards Ai adoption and stands out in the crypto space due to its zero-tax policy, a feature that is increasingly appealing to many investors. Additionally, it upholds the principles of transparency and investor trust by having its liquidity permanently burned and the contract ownership renounced. This ensures that Byte remains a community-driven project, with its fate firmly in the hands of its holders. The combination of a playful theme, generative AI, and a nod to a tech icon makes Byte an intriguing addition to the meme token ecosystem, especially AI related meme coins.  Through pioneering AI this story has grown more and more robust and continues to evolve, Byte pledges its dedication to community efforts and and has consistently appeared in the Top 10 of LunarCrush’s social engagement leaderboards on multiple occasions.

BYTE

BYTE is trending as the community rallies around it as the first AI dog and Elon's AI companion. Community members highlight its organic growth and potential for significant returns, emphasizing it as a key player in the current bull run. The conversation positions BYTE as a leading memecoin in the crypto space.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

$RAGE is gaining attention, with the community expressing strong bullish sentiment and urging others to join before a potential surge. Conversations highlight a strong community and the potential for significant gains, drawing comparisons to other meme coins like $TROLL and $PEPE. The focus remains on community growth and uniting under a shared vision.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

EOSE is trending due to a recent stock offering, sparking discussions about dilution and its potential impact on the share price; this comes amidst ongoing debates about the company's profitability and aggressive growth targets. Community members are weighing the risks and opportunities, with some expressing concerns about negative profit margins and others highlighting the potential of their battery technology and the energy storage sector. Trading volume and options activity have increased, reflecting heightened interest and mixed sentiment.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending as part of a broader surge in quantum computing stocks, with community members discussing recent purchase orders and potential for future growth. Some investors are pointing to the company's partnerships and advancements in quantum technology, while others express concerns about high valuations and potential for a correction. The conversation also includes speculation around a possible short squeeze and comparisons to other companies in the sector.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

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Axis Bank Ltd

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The Calm Before the Storm? 3 Top ETFs to Fortify Your Portfolio in Q4

ETFs like XLK, XLU, and XLF offer diversification and sector strength to help investors brace for Q4 market uncertainty.  

Should You Buy Nvidia ETFs as the Stock Slips From Record Valuation?

Nvidia's slip from record highs sparks ETF opportunities, with funds like SMH, VGT, XLK and SHOC offering top exposure.  

Apple, Inc. (AAPL) is planning to take Meta Platforms, Inc. (META) head-on with rival artificial intelligence (AI)&nbsp;glasses offerings, even as it puts its revamped Vision Pro headset development on the back burner,&nbsp;according to a Bloomberg report, published&nbsp;late Wednesday.Cupertino’s lag in AI has been among the primary reasons for&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple’s stock&nbsp;</a>underperformance this year. With smartglasses emerging as the holy grail for consumer AI adoption, the Tim Cook-led company has deemed it fit to step up initiatives in this direction, Bloomberg columnist Mark Gurman&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-01/apple-shelves-vision-headset-revamp-to-prioritize-meta-like-ai-smart-glasses">said</a>, citing sources who asked not to be identified.Mark Zuckerberg-led Meta has a strong presence in the AI smart glasses market and it <a href="https://stocktwits.com/news-articles/markets/equity/meta-stock-inches-up-after-hours-as-zuckerberg-unveils-799-ai-glasses-analyst-calls-it-best-bang-for-the-buck/chDchFWRd6w">launched</a> the Meta Ray-Ban Display glasses with a full-color, high-resolution display.Amid the increased focus on AI smart glasses, Apple has reportedly shelved its plans to develop a cheaper and lighter variant of its Vision Pro headset, which was slated for release in 2027.According to Gurman, Apple is developing at least two types of smart glasses:<ul><li>A version with a display pitted against Meta Ray-Ban Display</li><li>One, dubbed N50, which will pair with an iPhone but without a display</li></ul>&nbsp;Apple is reportedly planning to announce the latter product next year, before its release in 2027. Meanwhile, the one with a display, initially scheduled for 2028, could be released a year earlier. Gurman noted that Apple is looking to focus on voice integration and AI, two areas&nbsp;where it has had issues in the past. Apple’s AI, which it calls Apple Intelligence, was launched later than its peers, and the company also delayed the release of an upgraded version of the Siri personal assistant.Gurman said Apple’s AI glasses will likely come in a variety of styles and will be powered by a new chip. It will be equipped with speakers for music playback, cameras for recording media, and voice-control features that work in conjunction with a connected phone. The company is also planning a suite of health tracking capabilities for the device.On Stocktwits, retail sentiment toward Apple stock shifted to ‘extremely bullish’ (24/100) by late Wednesday, up from ‘bullish’ the day before. The message volume on the stream remained at ‘low’ levels.<figure class="image"><img style="aspect-ratio:618/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_01_at_11_35_59_PM_png_de735f3b9f.webp" alt="Screenshot 2025-10-01 at 11.35.59 PM.png" width="618" height="53"><figcaption>AAPL sentiment and message volume as of 11:50 p.m. ET, Oct.1 | source: Stocktwits</figcaption></figure>Apple stock has risen 2.37% this year, holding the dubious distinction of being the worst-performing member of the Magnificent Seven group of mega-cap stocks.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/musk-first-person-worth-500-billion-trillionaire-status-next-decade/chCAw7BR3O4">Musk Makes History As First Person Worth $500B, Stays On Course To Achieve Trillionaire Status Next Decade</a>

Pedestrians walk past an Apple retail store with the company's logo displayed on the glass facade on September 18, 2025, in Chongqing, China. 

Apple Plans AI Glasses, Challenging Meta’s Dominance: First Product Could Be Announced Next Year, Report Says 

Apple is reportedly planning to announce an AI-powered glass without a display next year, ahead of its release in 2027.

Equity

Apple is reportedly planning to announce an AI-powered glass without a display next year, ahead of its release in 2027.


Apple Inc.’s (AAPL) China demand is firming up, with one more piece of evidence corroborating the recent analysts’ commentary regarding the strong uptake of the company’s newest iPhone models.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/mingchikuo/status/1972527240333398448">post</a> on X, TFI Securities analyst Ming-Chi Kuo said Chinese smartphone maker Xiaomi Corp.’s (XIACF) new 17 series shipments have been significantly reduced (by 20%) from the 10 million units targeted initially. If Xiaomi doesn’t heavily promote its product or opts to be more aggressive with its pricing, the total shipment volume of its 17 series may be lower than the nearly 8 million units of the 15 series it sold, he added.The primary reason for the weakness, according to Kuo, is due to competitive pressure from Apple’s iPhone. The analyst noted that the iPhone 17 base model is performing better than expected in the Chinese market, denting the demand for Xiaomi’s base model 17 variant.“Apple’s/iPhone's worst period in China has passed,” Kuo said, adding that Xiaomi may have more challenges ahead as it would face more competitive pressure from the upcoming year’s new iPhones — the iPhone SE to be launched in the first half of 2026 and the other iPhone variants to be launched in the second half of the year.Wedbush analyst Daniel Ives, while raising&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple's stock</a> price target to $310 in a note published on Sept. 21, said China demand will be a linchpin to the Apple iPhone 17 upgrade cycle.“Taking a step back, this is the time for Apple to drive growth in China with domestic competition from Huawei and Xiaomi being a formidable headwind,” he said. “We also believe with the US and China in a major game of high-stakes poker around trade negotiations/TikTok/Nvidia chip sales, it’s important Apple now seizes this moment after a few very frustrating years in China with demand issues a black cloud over the Apple story.”On Stocktwits, retail sentiment toward Apple stock shifted to ‘bearish’ (41/100) as of early Monday, down from ‘bullish’ the day before. The message volume on the stream also&nbsp;fell to ‘low’ levels.<figure class="image"><img style="aspect-ratio:627/58;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_29_at_4_45_41_AM_png_931f976e76.webp" alt="Screenshot 2025-09-29 at 4.45.41 AM.png" width="627" height="58"><figcaption>AAPL sentiment and message volume of as of 4:45 a.m. ET, Sept. 29 | source: Stocktwits</figcaption></figure>Apple stock has gained merely 2.4% this year, underperforming most of its mega-cap tech peers and the broader market.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/progress-software-analysts-project-67-stock-upside-can-q3-earnings-spark-rally/chDMvlGR37n">Progress Software Analysts Project 67% Upside For Stock: Can Q3 Earnings Spark A Rally</a>

An attendee takes a video of a display of new Apple iPhone 17 Pros during an Apple special event at Apple headquarters on September 9, 2025 in Cupertino, California. 

Apple Analyst Says ‘iPhone’s Worst Period In China Has Passed’ — The Xiaomi Data That Adds Strength To Bull Case For Cupertino

Wedbush analyst Daniel Ives said in a note published on Sept. 21 that China demand will be a linchpin to the Apple iPhone 17 upgrade cycle.

Billionaire investor Ken Griffin reportedly warned on Thursday that U.S. consumers have yet to feel the full impact of President Donald Trump’s tariffs and predicted only one more rate cut this year.“The inflationary impulse from tariffs has only passed about 50% through the economy at this point. It’s still coming,” the Citadel founder told CNBC. He added that a 3% inflation rate “could be grating to tens of millions of American households.”Griffin said that higher import costs from the tariffs are still feeding through supply chains, keeping inflation stuck above the Fed’s 2% target. He sees only one additional quarter-point rate cut, despite slowing job growth this year, and expects inflation to remain in the mid-2% to 3% range in 2026.&nbsp;“The consumer’s going to pay,” he said.Griffin also urged the White House to preserve the Fed’s independence. “If I were the president, I would let the Fed do their job, and I would let the Fed have as much perceived and real independence as possible, because the Fed often has to make choices that are pretty painful to make,” he said. “If the president’s perceived as being [in] control of the Fed, then what happens when those painful choices have to be made?”In the interview, Griffin singled out Apple (AAPL) as an example of how tariff exemptions can distort competition, arguing the iPhone maker should not be spared duties on devices manufactured overseas.&nbsp;While Apple has diversified production into India and Vietnam, he criticized what he sees as backroom deals with large corporations. “We’re just going to continue to favor big and connected businesses in America?” he asked. “When the state becomes involved in picking winners and losers, there’s only one way this game ends. All of us lose.”He described the lobbying by companies seeking tariff exemptions as “nauseating,” calling it contrary to the American ideal of fair competition.<a href="http://stocktwits.com/symbol/AAPL">Apple’s stock</a> edged 0.5% higher in afternoon trade on Thursday after reports surfaced that Intel may be approaching the Silicon Valley giant for a possible investment. Retail sentiment on Stockwits around the Cupertino-based company remained in ‘bullish’ territory amid ‘high’ levels of chatter.&nbsp;Meanwhile, the U.S. stock market remained in the red during afternoon trade.&nbsp; The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) was down 0.44%, the&nbsp;<a href="http://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) slipped 0.22%, and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) moved 0.40% lower.&nbsp;If losses hold, this would mark a third day of decline for the S&amp;P 500. However, retail sentiment around SPY on Stocktwits remained in ‘bullish’ territory over the past day. Meanwhile, retail sentiment around QQQ improved to ‘neutral’ from the ‘bearish’ zone.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/former-fed-chairs-urge-supreme-court-to-block-trump-from-firing-lisa-cook/chDlX98R34A">Former Fed Chairs, Treasury Secretaries Reportedly Urge Supreme Court To Block Trump From Firing Lisa Cook – Here’s The Full List Of Signatories</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Citadel CEO Ken Griffin speaks during the Semafor World Economy Summit 2025 at Conrad Washington on April 23, 2025 in Washington, DC. (Photo by Kayla Bartkowski/Getty Images)

Ken Griffin Reportedly Warns Trump’s Tariff Impact Only Halfway Through, Says Inflation Could Stay Near 3%

In an interview with CNBC, the Citadel founder predicted only one more rate cut this year. 

Apple, Inc. (AAPL) has asked the European Commission (EC) to repeal the Digital Markets Act (DMA) in response to the European Union’s (EU) executive arm’s call for submission of views regarding the act.The DMA was adopted by the EU in 2022 as a regulatory tool to regulate the power of the most prominent digital companies, including search engines, app stores, and messaging services, to prevent anti-competitive practices.<a href="https://stocktwits.com/symbol/AAPL">Apple's stock</a> has declined for two straight sessions after&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-stock-turns-green-for-the-year-fresh-highs-in-sight/chDhoABR3Pr">turning green for the year</a> on Monday following positive commentary regarding the uptake of its latest iPhone variants. On Stockwits, retail sentiment toward Apple remained ‘bullish’ (58/100) and the message volume was at ‘high’ levels. The stock is up merely 1% so far this year.<figure class="image"><img style="aspect-ratio:613/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_25_at_1_44_24_AM_png_a62b41e9a8.webp" alt="Screenshot 2025-09-25 at 1.44.24 AM.png" width="613" height="52"><figcaption>AAPL sentiment and message volume as of 1:45 a.m. ET, Sept. 25 | source: Stocktwits</figcaption></figure>In a statement published late Wednesday, Apple said, “The DMA is impacting many parts of our EU users’ experience on our products — from how they download apps and make app payments, to how their Apple products work together.”The mandate that requires Apple to make certain features compatible with non-Apple products and apps before sharing them with its users has caused a delay in the launch of some new features in the EU, the company stated. Making these features, which would protect user data, available to non-Apple products and apps requires a lot of engineering work, it added.The features Apple cited included the Live Translation feature available for AirPods, iPhone Mirroring, which allows users to see and interact with their iPhones from their Mac, and Visited Places and Preferred Routes on Maps.“And according to the European Commission, under the DMA, it’s illegal for us to share these features with Apple users until we bring them to other companies’ products, Apple said, adding that “if we shared them any sooner, we’d be fined and potentially forced to stop shipping our products in the EU.”Apple said the “DMA slows us down” and that “our EU users’ experience on Apple products will fall further behind.”Compliance with DMA with respect to App Store increases risks when downloading apps or making payments, provides a less intuitive experience and allows exposure to harmful apps, the company said.It noted that DMA lets other companies request access to user data and the core technologies of Apple products. The tech giant also stated that EC’s interpretation of the DMA rules is constantly evolving, making it nearly impossible for companies to determine how to comply with them.“Over time, it’s become clear that the DMA isn’t helping markets. It’s making it harder to do business in Europe,” Apple said.In a submission to the EU in response to its request for feedback on the DMA, Apple said, “The DMA should be repealed while a more appropriate fit for purpose legislative instrument is put in place,” a Financial Times report&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/882322ef-a734-4fea-83d7-f112dc4c8eac">said</a>.In April, Apple was fined 500 million euros ($588 million) for preventing app developers from directing consumers to cheaper products and services outside the Apple ecosystem.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/black-berry-retail-traders-brace-for-jaw-dropping-earnings/chDkxfPR3E1">BlackBerry Retail Traders Brace For ‘Jaw-Dropping’ Earnings Even As Stock Rally Stalls</a>

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

Apple Says EU’s Digital Markets Act Makes It Harder To Do Business In Europe, Calls For Its Abolition

The DMA was adopted by the EU in 2022 as a regulatory tool to regulate the power of the most prominent digital companies.

Wedbush analyst Dan Ives on Tuesday called the recently announced Nvidia-OpenAI partnership a “validation moment” for the ongoing AI revolution, likening it to the tech boom of 1996 rather than the overstretched valuations of 1999.&nbsp;The agreement will see 10 gigawatts (GW) of Nvidia (NVDA) systems deployed for OpenAI’s (OPENAI) next-generation AI models, accompanied by a $10 billion investment from the AI bellwether.“We continue to view this as a 1996 moment for the tech world, and not a 1999 moment,” Ives wrote in a post on X.<figure class="image"><img style="aspect-ratio:609/216;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_23_091409_png_b02e7f309a.webp" alt="Screenshot 2025-09-23 091409.png" width="609" height="216"><figcaption>Source: @DivesTech/X</figcaption></figure><a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://stockwits.com/symbol/NVDA">Nvidia’s stock</a> fell as much as 1.7% on Tuesday morning after hitting an intraday high of over $184.50 in the previous session. On Stocktwits, retail sentiment around the tech giant moved higher within ‘bullish’ territory. Meanwhile, retail sentiment around&nbsp;<a href="http://stocktwits.com/symbol/OPENAI">OpenAI</a>, which is not a publicly traded company, was in ‘extremely bullish’ territory with chatter at ‘extremely high’ levels.Ives’ comments came amid concerns of an ‘AI bubble’ in the making, characterized by excessive hype and company valuations that might not hold up.&nbsp;Bain &amp; Co.&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ai-boom-or-bubble-bain-forecasts-huge-800b-gap-between-ai-revenues-and-compute-costs/chDhlfzR3PQ">estimates</a> that AI companies like Nvidia and OpenAI will require roughly $2 trillion in combined revenue to fund the computing power needed to meet projected demand for AI services. Current projections, however, suggest they could fall about $800 billion short of that target, according to the company.&nbsp;“If the current scaling laws hold, AI will increasingly strain supply chains globally,” said David Crawford, chairman of Bain’s global technology practice.OpenAI CEO Sam Altman and board chair Bret Taylor have also recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-board-chair-bret-taylor-agrees-with-sam-altman-s-ai-bubble-view-but-says-that-s-how-the-market-works/chwvDkORdx7">hinted</a> that the industry could be in bubble territory.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/xrp-tops-altcoins-as-crypto-markets-stabilize-after-1-68-billion-futures-liquidation/chDhM3ZR353">XRP Tops Altcoins As Crypto Markets Stabilize After $1.68 Billion Futures Liquidation</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)

Dan Ives Says Nvidia-OpenAI Deal Is A ‘Validation Moment’ For The AI Revolution

According to the Wedbush analyst, the Nvidia-OpenAI deal signals a 1996-style tech moment, not an AI bubble or a 1999-style crash.

Apple&nbsp;Inc.’s stock struggled to build on the momentum it gained in Monday’s session, trading barely higher in the premarket&nbsp;on Tuesday.On Monday,&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple’s shares</a> jumped 4.31% to $256.08, with the upside accompanied by nearly double the average volume. The strength is attributable to positive commentary on the iPhone 17 uptake by Wedbush analyst Daniel Ives and BofA analysts.Ives, who raised his price target for Apple stock to $310 from $270, said&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-stock-rises-premarket-analyst-sees-iphone-17-strength/chDQk0zR3cr">demand trends</a> for the new iPhone lineup were strong. The analyst upped his iPhone shipment forecast for the fiscal year 2026, stating that the period of disappointing growth may be over for Apple.BofA noted&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-stock-price-target-hike-dan-ives-strong-iphone-17-demand/chDQFLSR323">long lead times</a>, especially for the base iPhone 17 model, with China leading the way, as consumers in the country take advantage of government subsidies for electronic products, subject to a price cap.The Apple stock is entering a period of strength. Apple reports the strongest sales performance in the December quarter, which encompasses the key holiday selling period, with the buoyancy also translating to the stock. Incidentally, the stock hit a record high of $260.10 on Dec. 26, 2024.&nbsp;On Stocktwits, retail sentiment toward Apple stock remained ‘bullish’ (62/100) early Tuesday, while the message volume on the stream increased to ‘high.’<figure class="image"><img style="aspect-ratio:617/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_23_at_4_40_03_AM_png_286b07c26f.webp" alt="Screenshot 2025-09-23 at 4.40.03 AM.png" width="617" height="56"><figcaption>AAPL sentiment and message volume as of 4:40 a.m. ET, Sept. 23 | source: Stocktwits</figcaption></figure>A bullish user positioned for a stock move toward the $300 barrier.&nbsp;<stembedurl>https://stocktwits.com/Sheepdog1/message/629618240</stembedurl>Thanks to Monday’s surge, Apple turned to black for the first time this year. Nevertheless, the year-to-date (YTD) gain is a paltry 2.62% even as&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund (ETF) that tracks the S&amp;P 500 Index, and the tech-focused&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> have added 14.8% and 18.1%, respectively, for the year.Apple has also been a laggard among the “Magnificent Seven” Group of mega-cap companies.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-memory-chipmaker-micron-is-rising-premarket-today/chDh8vkR3Po">Why Memory Chipmaker Micron Is Rising Premarket Today</a>

 People walk past an Apple retail store under the illuminated logo of Apple Inc. (NASDAQ: AAPL) on August 29, 2025, in Chongqing, China. 

Apple Stock Turns Green For The Year: Are Fresh Highs In Sight?

BofA noted long lead times, especially for the base iPhone 17 model, with China leading the way, as consumers in the country take advantage of government subsidies for electronic products, subject to a price cap.

Apple stock rose nearly half a percentage point in the early premarket session on Monday, with retail traders’ attention turning toward the tech giant. The upward bounce has come despite the broader market and tech sector priming for a modestly negative opening.On Stocktwits, retail sentiment toward the stock remained ‘bullish’ (64/100), but the message volume remained at ‘normal’ levels.<figure class="image"><img style="aspect-ratio:626/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_22_at_5_50_07_AM_png_077df5136c.webp" alt="Screenshot 2025-09-22 at 5.50.07 AM.png" width="626" height="52"><figcaption>AAPL sentiment and message volume as of 5:50 a.m. ET, Sept. 22 | source: Stocktwits</figcaption></figure>Wedbush analyst Daniel Ives raised the price target for the stock to $310 from $270 in a note released Sunday, implying over 26% upside from its Friday close. The analyst attributed the action to early strong demand signs for the Steve Jobs-led company’s newest iPhone 17 flagship product.“With iPhone 17 officially going on sale over the weekend, we are positively surprised by the demand trajectory with units that now appear to be tracking 10%-15% ahead of iPhone 16 thus far,” Ives said.Citing Asia supply checks, the analyst said he expects production increases of roughly 20% for base iPhone 17 and Pro models. “The new ‘iPhone Air could be the surprise’ of this Apple upgrade cycle, based on our numerous store checks over the weekend, speaking with Apple customers,” he added.Based on shipping times, the analyst sees strong demand for the iPhone 17 Pro models, which is positive for the average selling price (ASP). The analyst estimates iPhone shipments of 240 million to 250 million units for the fiscal year 2026, ahead of the Street forecast of 230 million units. “The Street is clearly underestimating this iPhone cycle in our view, and it's a Ryder Cup Bethpage moment for Cook and Cupertino after a few years of disappointing growth years,” he added.Apple stock is down 1.62% year-to-date (YTD), underperforming the broader market and the tech sector. It is now the worst-performing “Magnificent Seven” stock this year.&nbsp;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-pause-after-market-s-record-run/chDQ0Q7R3ck">Nasdaq, S&amp;P 500 Futures Pause After Market’s Record Run — Strategist Says Sell-Off ‘Very, Very Likely’</a>Editor's Note: The story has been updated to reflect the accurate price targets.

Apple Stock Rises Premarket: Analyst Sees ‘Ryder Cup Bethpage Moment’ For Cupertino On iPhone 17 Uptake Strength

Citing Asia supply checks, the analyst said he expects production increases of roughly 20% for base iPhone 17 and Pro models.

Why This Apple Analyst Predicts 26% Upside For Stock

Citing Asia supply checks, the analyst said he expects production increases of roughly 20%
for base iPhone 17 and Pro models.


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