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Treasure Global, Inc. engages in the provision of payment solutions. The firm created an online-to-offline (O2O) e-commerce platform business model offering consumers and merchants instant rebates and affiliate cashback programs. It operates through the ZCITY Platform and Customized Software Development Service segments. The company was founded by Kok Pin Tan on March 20, 2020 and is headquartered in New York, NY.

Treasure Global Inc

Treasure Global is trending due to a recent revenue target update and chatter around its low float, sparking comparisons to other high-flying stocks like $SMX. Community members are actively discussing the potential for a significant short squeeze, citing high borrow rates and limited share availability. Some investors believe the stock could reach new highs, while others caution about the risks associated with low-float stocks and potential dilution.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending downwards amid concerns about the company's ability to deliver future products and a recent downgrade from Morgan Stanley. The community is expressing frustration and disappointment, with some questioning the company's long-term viability and management. Discussions include potential new strategies, comparisons to competitors like Tesla, and speculation about the influence of major investors.

Wave Life Sciences Ltd. is a clinical-stage biotechnology company, which focuses on developing its proprietary RNA medicines platform and PRISM. It also develop and commercialize a pipeline RNA medicines in a variety of therapeutic areas. The company was founded by Gregory L. Verdine and Takeshi Wada on July 23, 2012 and is headquartered in Singapore.

Wave Life Sciences Ltd.

Wave Life Sciences is trending after reporting positive early-stage clinical data for its obesity drug, showing fat loss without muscle loss. The community is discussing the implications of these results, with some speculating about a potential buyout and others pointing out similarities to GLP-1 drugs. Overall sentiment is optimistic, though some caution against over-enthusiasm due to the early stage of the data.

SU Group Holdings Ltd. engages in the provision of security-related engineering services, and security guarding and screening services. It operates through the Security-Related Engineering Services and Security Guarding and Screening Services segments. The company was founded by Ming Chan in 1998 and is headquartered in Hong Kong.

SU Group Holdings Ltd. - Ordinary Shares - Class A

SU Group Holdings Ltd

SUGP is trending due to its low float and potential for a short squeeze, drawing comparisons to recent runs by $CETX and $SMX. Community members are actively discussing its tight share structure and speculating on a possible breakout, fueled by its similarity to other low-float stocks that have experienced significant gains. Some traders are also pointing to the company's sector and past performance as additional bullish signals.

Structure Therapeutics, Inc. is a clinical stage global biopharmaceutical company, which engages in developing novel oral therapeutics to treat a wide range of chronic diseases with unmet medical needs. Its pipeline includes Aleniglipron GSBR-1290, ACCG-2671, GIPR, GCGR, ANPA-0073, and LTSE-2578. The company was founded by Raymond C. Stevens in 2016 and is headquartered in South San Francisco, CA.

Structure Therapeutics Inc - ADR

GPCR is trending due to positive topline data from its ACCESS program for Aleniglipron, an oral GLP-1 receptor agonist, sparking enthusiasm among longs. However, some investors are concerned about the lack of released safety data and comparing it to VKTX. The community is actively discussing the efficacy and potential market competition, with some speculating about a possible acquisition.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending due to reports, which the company denies, that it lowered AI sales targets, impacting investor sentiment. The community is debating the validity of the news and its potential effect on MSFT's AI initiatives and revenue forecasts. Despite the uncertainty, some analysts maintain high price targets, emphasizing Microsoft's long-term infrastructure-like stability and AI-driven growth potential in the cloud sector.

Biodexa Pharmaceuticals Plc is a drug delivery technology company. It is focused on the research and development of medicines for rare cancers, via both in-house programs as well as partnered programs. The firm's proprietary platform drug delivery technologies are Q-Sphera platform is a disruptive polymer microsphere technology, which is used for sustained release at the microscale to prolong and control the release of therapeutics over an extended period of time from weeks to months; Midasolve platform is an innovative nano saccharide technology, which is used to dissolve drugs at the nanoscale so that they can be administered in liquid form directly and locally into tumors; Midacore platform is an edge gold nanoparticle technology, which is used for targeting sites of disease at the nanoscale. The company was founded in 2000 and is headquartered in Cardiff, the United Kingdom.

Biodexa Pharmaceuticals Plc - ADR

Biodexa Pharmaceuticals Plc

Biodexa Pharmaceuticals (BDRX) is experiencing a surge in attention, driven by discussions around its low float and potential for a significant upside. Community members are actively discussing the stock's fundamentals, recent funding, and the upcoming Phase 3 trial news. The stock is also gaining traction as part of a broader low-float theme play.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is trending due to its impending inclusion in the S&P 500, driving significant after-hours gains and sparking debate about its valuation. While some celebrate this milestone after the stock's multi-year rebound, others express concerns about the company's fundamentals and accounting practices. Community discussions revolve around potential shorting opportunities and the implications of adding a high P/E stock to a major index.

Top Wealth Group Holding Ltd. operates as a holding company, which provides caviar and caviar-based gourmet products. It focuses on supplying sturgeon caviar to customers under its own brand, Imperial Cristal Caviar. The company was founded by Kim Kwan Kings Wong on February 1, 2023 and is headquartered in Hong Kong.

Top Wealth Group Holding Ltd. - Ordinary Shares - Class A

Top Wealth Group Holding Ltd.

TWG is trending as traders discuss its low float and potential for a significant surge, drawing comparisons to other recent low-float runners. Community members are noting the company's recent profit outlook and speculating on possible price movements. Some traders caution against Hong Kong-based stocks while others express optimism for a breakout.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave's $2 billion convertible note offering is sparking debate, with some investors concerned about potential dilution, while others see it as a necessary move to fund further AI infrastructure growth. Discussions center on whether the company's growth can outpace the dilutive effects and the implications of debt amid rising interest rates. Community members are also weighing the company's connection to NVDA.

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Is iShares Semiconductor ETF (SOXX) a Strong ETF Right Now?

<ul class="summary-bullets"><li>Two of Intel’s smaller chip&nbsp;rivals — AMD and Nvidia — have moved from laggards to leaders through proactive approaches.&nbsp;</li><li>All along, Intel has suffered several product missteps and execution issues, and its foundry business has also been margin-squeezing.</li><li>Retail&nbsp;traders have pinned their confidence on the company, giving TSMC a run for its money in the foundry business.</li></ul>Who could have foreseen that Intel’s battered and beaten-down stock would close out 2025 as one of the S&amp;P 500’s top performers?<a href="https://stocktwits.com/symbol/INTC">&nbsp;INTC</a> was down about 16% on the first trading day of the year, with its losses intensifying amid the early-April market plunge. It had lost a quarter of its valuation at that time.&nbsp;Even as late as August, the stock was languishing. The turnaround came after the Trump administration, with its “America First” agenda, took a 9% stake in the Santa Clara, California-based company. The stake came via conversion of the government’s grant money under the CHIPS Act.Intel Among Top 10 S&amp;P 500 PerformersFollowing the stock resurgence, Intel is now the tenth-best-performing S&amp;P 500 stock this year. It is one of the two chipmakers featured on the list, with Micron being the other. Intel’s stock is up 117% year-to-date.<img src="https://news.stocktwits-cdn.com/Intel_YTD_stock_png_937459e6cf.webp" alt="IntelYTD stock.png">Source: Koyfin Charts<h2 class="st-heading-2">Stars Align For Intel</h2>Things began to fall into place for Intel with the Trump largesse. In conjunction with the government investment, Masayoshi Son-led SoftBank agreed to plow in $2 billion in Intel. As a cherry on the cake, Nvidia came on board with a $5 billion investment in Intel. The two also agreed to develop custom data center and PC products to accelerate applications and workloads across hyperscale, enterprise, and consumer markets.The good tidings didn’t end there. On Tuesday, the stock took off on unconfirmed rumors that Apple could tap Intel for sourcing advanced processors. It ended the session up 8.65% at $43.47, its highest level in over 1-½ years.&nbsp;If the rumors are confirmed, it could be a coup of sorts, as Intel could be back as a significant Apple supplier years after the latter moved away from the chipmaker and began relying on its in-house chips to power its hardware.&nbsp;A&nbsp;social media post over the weekend by Taiwan-based TFI Securities analyst Ming-Chi Kuo was the source of the rumor, with the rumor spreading around only on Tuesday, buoying Intel’s stock.&nbsp;<h2 class="st-heading-2">New CEO Works His Magic?</h2>Intel may not be out of the woods, but at least it is not staring down the barrel. Two of Intel’s smaller chip peers — AMD (AMD) and Nvidia (NVDA) — have moved from laggards to leaders through proactive approaches.&nbsp;AMD has never looked back since it began to chart a turnaround with the launch of its Ryzen processors in 2017. The company has also made meaningful inroads into the server market with its EPYC processors. Nvidia, which initially made a name for itself with its gaming GPUs, lapped up the data center opportunity with both hands when it presented itself.All along, Intel has suffered several product missteps and execution issues, and its foundry business has also been margin-squeezing. Both AMD and Nvidia are fabless chip companies, designing their own chips but outsourcing mass manufacturing.&nbsp;Intel’s turnaround this year may have been partly orchestrated by a change of guard at the helm in March. Lip Bu Tan took over as CEO after Pat Gelsinger was ousted in December 2024 for failing to make much progress on the assignments he was tasked with.&nbsp;Under Tan, the company took some bold initiatives, including rightsizing operations and the team, scaling down foundry plans, and focusing on artificial intelligence (AI), which it had&nbsp;previously ignored.Intel’s foundry business could have a key role in its future. In a November note, Citi analysts said Qualcomm, Broadcom, and Apple could be evaluating Intel Foundry for their chip needs, according to The Fly. In an X post, Tesla CEO Elon Musk said the company’s growing chip needs may force it to look beyond its current suppliers and toward Intel.<h2 class="st-heading-2">Intel Analysts Cautious, But Retail Upbeat</h2>Among the 45 analysts covering Intel, 34 remain on the sidelines, and only four analysts have either ‘Buy’ or ‘Strong Buy’ ratings. Seven analysts have either ‘Sell’ or ‘Strong Sell’ recommendations, according to Koyfin. The caution may have been due to the strong stock run since August. The average price target for Intel’s stock ($37.27) implies roughly 14% downside from current levels.On Stocktwits, retail sentiment toward the stock has turned ‘bullish’ following the Apple chip speculation. Some users premise their optimism on the company emerging as a potent rival to TSMC if it can scale up its 18A 2-nanometer process node technology.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/core-weave-vs-nebius-ai-infra-s-breakout-duo-backed-by-nvidia-is-outrunning-big-tech/cLIXYiKRE12">&nbsp;CoreWeave Vs. Nebius: AI Infra’s Breakout Duo Backed By Nvidia Is Outrunning Big Tech — But Which One’s The Better Bet?</a>

A view of Intel office building on August 22, 2025, in Beijing, China.

Whispers Of An Apple Deal Rebooted Intel’s Year — Now The Market’s Asking Whether The Old Chip Giant Can Rise Again

Intel stock staged a stunning turnaround this year as the struggling chipmaker began to reverse the slide under a new CEO. 

Equity

<ul class="summary-bullets"><li>The company said that the deal is aimed at advancing its strategy for new AI and cloud data centers.&nbsp;</li><li>“As bandwidth and reach continue to increase, every connection point in the data center must move from copper to optical,” Marvell said.</li><li>The company expects meaningful revenue contributions from the acquisition starting in the second half of fiscal 2028.</li></ul> Semiconductor company Marvell Technology, Inc. (MRVL) said on Tuesday that it has entered into a definitive agreement to acquire startup Celestial AI for a total deal value of up to $5.5 billion, which includes an upfront consideration of $3.25 billion, in both cash and stock.The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investor.marvell.com/news-events/press-releases/detail/1000/marvell-to-acquire-celestial-ai-accelerating-scale-up-connectivity-for-next-generation-data-centers">said</a> that it would also pay Celestial AI equity holders incremental contingent consideration of up to approximately 27.2 million shares of Marvell common stock, having a value of up to $2.25 billion, upon the achievement of certain revenue milestones.The deal is expected to close in the first quarter of 2026, upon the receipt of necessary approvals. The company said that the deal is aimed at advancing its strategy for new AI and cloud data centers.Most data centers use old-school copper wires to link AI chips called XPUs. Celestial AI's "Photonic Fabric" technology uses light (optics) instead of electricity through wires, reducing latency while providing high bandwidth.“As bandwidth and reach continue to increase, every connection point in the data center must move from copper to optical,” Marvell said.<h2 class="st-heading-2">Financial Impact</h2>The company expects meaningful revenue contributions from the acquisition starting in the second half of fiscal 2028, touching a $500 million annualized run rate in the fourth quarter (Q4) of fiscal 2028 and doubling to a $1 billion dollar run rate by Q4 of fiscal 2029.<h2 class="st-heading-2">Q3 Earnings</h2>The company on Tuesday also <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investor.marvell.com/news-events/press-releases/detail/999/marvell-technology-inc-reports-third-quarter-of-fiscal-year-2026-financial-results">reported</a> third quarter adjusted earnings per share of $0.76, above an analyst estimate of $0.74, according to data from Fiscal AI.Net revenue in the quarter came at $2.075 billion, setting a new record and marking a growth of 37% while also exceeding expectations of $2.07 billion.“Looking ahead, we see demand for our products continuing to accelerate, and as a result, our data center revenue growth forecast for next year is now higher than prior expectations,” said Marvell CEO Matt Murphy. “I am also excited to announce the acquisition of Celestial AI – a transformational milestone that accelerates our scale-up roadmap for interconnect. This acquisition further strengthens Marvell’s position at the forefront of one of the fastest-growing opportunities in AI datacenter infrastructure.”<h2 class="st-heading-2">Looking Ahead</h2>For the fourth quarter, the company expects net revenue to be $2.2 billion, plus or minus 5%, and adjusted net income per share of $0.79, plus or minus $0.05 per share. This beats Wall Street's estimate of revenue of $2.17 billion and earnings of $0.77 per share.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/MRVL">MRVL </a>jumped from ‘neutral’ to ‘extremely bullish’ territory over the past 24 hours while message volume jumped from ‘low’ to ‘high’ levels.A Stocktwits user opined that the company is cautious with their spending in spite of the acquisition.<stembedurl>https://stocktwits.com/followtrendm/message/637968452</stembedurl>Another sounded hopes for the stock touching all-time highs this week.<a href="https://stocktwits.com/NaplesFl/message/637968365">https://stocktwits.com/NaplesFl/message/637968365</a>MRVL stock is down by about 16% this year and by about 4% over the past 12 months.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/comcast-wants-to-combine-nbcuniversal-warner-bros-under-larger-entity-report/cLIat7aREKZ">Comcast Wants To Combine NBCUniversal, Warner Bros Under A Larger Entity: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Marvell To Buy Celestial AI In Up To $5.5B Deal After Strong Q3 And Bullish AI Outlook

The deal is expected to close in the first quarter of 2026, upon the receipt of necessary approvals. 

<ul class="summary-bullets"><li>Colette Kress sees global data-center infrastructure, much of it GPU-powered, could reach as much as $3 trillion to $4 trillion by decade's end.</li><li>Kress said workloads that once ran on CPUs are increasingly migrating to GPU-accelerated systems.</li><li>She added that almost all of Nvidia’s new shipments are additive, expanding compute capacity.</li></ul>Nvidia Corp. (NVDA) Executive Vice President and CFO Colette Kress reaffirmed the company’s long-term edge in AI hardware and infrastructure.Speaking at the UBS Global Technology &amp; AI Conference 2025 on Tuesday, Kress pushed back concerns ranging from an AI bubble to intensifying competition.<h2 class="st-heading-2">Nvidia’s Strategic View</h2>According to Kress, what many see as a bubble is in fact a structural shift; workloads that once ran on CPUs are increasingly migrating to GPU-accelerated systems, driven by the demands of modern AI, cloud, and data-center workloads.&nbsp;<blockquote>“Let's not forget the need to transition to accelerated&nbsp;computing. Most of all workloads, most of all work done in the data center has been done with CPUs for years.”-Colette Kress, Executive Vice President and CFO, Nvidia</blockquote>She forecast that by the end of the decade, global data-center infrastructure, much of it GPU-powered, could reach as much as $3 trillion to $4 trillion in scale, roughly doubling the existing base.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> inched higher by 0.6% on Tuesday mid-morning. On Stocktwits, retail sentiment around the stock shifted to ‘neutral’ from ‘bullish’ territory the previous day. Message volume changed to ‘low’ from ‘normal’ levels in 24 hours.<figure class="image"><img style="aspect-ratio:934/112;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_02_114438_png_5bf9e567f1.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 11:45 a.m. ET on Dec. 2, 2025 | Source: Stocktwits" width="934" height="112"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 11:45 a.m. ET on Dec. 2, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Competition And Nvidia’s AI Advantage</h2>Speaking about emerging rivals or new architectures eroding Nvidia’s dominance, Kress stated that the company remains confident, pointing to its “Grace Blackwell” and soon-to-launch “Vera Rubin” systems.&nbsp;She added that almost all of its new shipments are additive, expanding compute capacity rather than replacing older hardware.&nbsp;“It's true. It's true that most of the installed base still stays there,” Kress added.&nbsp;Nvidia announced on Monday its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/synopsys-pops-after-nvidia-takes-2-billion-stake/cLI7XITREij">plan</a> for a $2 billion stake in Synopsys, the semiconductor design software provider. The investment could help bring Nvidia’s GPUs into more industrial and engineering applications.NVDA stock has gained over 35% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wedbush-elevates-unity-to-best-ideas-list-along-with-a-55-price-target/cLIan06REKI">Wedbush Elevates Unity To ‘Best Ideas’ List Along With A $55 Price Target</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photographic illustration, the Nvidia logo appears on a smartphone with an illustration of printed circuit boards in the background.

Nvidia CFO Pushes Back On AI Bubble Fears, Highlights Growth

The Nvidia CFO was speaking at the UBS Global Technology & AI Conference 2025 on Tuesday.

<ul class="summary-bullets"><li>Huang said allowing China to participate in Nvidia’s ecosystem would benefit both countries and global markets.</li><li>He downplayed any threat from Google’s TPUs, stating that Nvidia has competed with ASICs “for quite a long time.”&nbsp;</li><li>Huang explained that Nvidia maintains an advantage due to CUDA and its broader software stack.</li></ul>Nvidia (NVDA) CEO Jensen Huang reportedly isn’t worried about selling chips to China or the competition from Alphabet (GOOG, GOOGL)-backed Google’s new TPUs.&nbsp;“I would like everybody to just assume that China is a bonus opportunity in the future. At the moment, we got plenty. Our demand is really strong,” Huang said in an interview with CNBC on Monday.&nbsp;<a href="http://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> was up 1.15% in morning trade after it&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/synopsys-pops-after-nvidia-takes-2-billion-stake/cLI7XITREij">announced</a> a $2 billion stake in Synopsys (SNPS) as a part of its expanded partnership with the company. On Stocktwits, retail sentiment around the AI bellwether remained in ‘bullish’ territory amid ‘normal’ levels of chatter over the past day.<blockquote>“If China comes along – which I believe is going to be in the best interest of the United States, as well as China and the rest of the world – that's going to be a huge bonus opportunity.”– Jensen Huang, Founder and CEO, Nvidia</blockquote><h2 class="st-heading-2">‘Nvidia’s Platform Reaches Markets ASICs Cannot’</h2>Huang also downplayed concerns related to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-says-its-delighted-by-googles-success/cL5285cREgf">Google’s next-generation TPUs</a> and broader ASIC competition. He said Nvidia has competed against ASICs “for quite a long time” and emphasized that Google’s in-house chips serve narrower, more specialized workloads.According to Huang, Nvidia’s advantage comes from CUDA, its massive software ecosystem, and the versatility of GPU architecture. “It's not available for ASICs, and so Nvidia can address markets that are much, much broader, not just chatbots,” he told CNBC.<h2 class="st-heading-2">Nvidia, Synopsis Partnership</h2>Huang’s comments come after Nvidia&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/synopsys-pops-after-nvidia-takes-2-billion-stake/cLI7XITREij">announced</a> a $2 billion stake in Synopsys (SPNS) earlier on Monday. The companies expanded their partnership to accelerate design and engineering across the industrial sector. This includes semiconductors, aerospace, automotive, and others.&nbsp;Synopsys’ adoption of Nvidia’s CUDA-X libraries, AI-Physics tools, and Omniverse simulation environment demonstrates the type of computationally heavy engineering work that GPUs can power and ASICs cannot, Huang said.He added that Nvidia’s platform is present “in every cloud, every OEM, on-prem, and at the edge,” enabling it to participate in markets beyond chatbots or generative AI models.“This is a very big opportunity for us,” Huang said, describing the engineering and design stack as one of the most computationally intensive markets the company can help modernize.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/peter-schiff-counters-musk-saylor-bitcoin-claims-you-turn-valuable-energy-into-nothing/cLI7an8REiI">Peter Schiff Counters Musk-Saylor Bitcoin Claims – ‘You Turn Valuable Energy Into Nothing’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia founder and CEO Jensen Huang speaks to journalists as he arrives for a press conference at Mandarin Oriental Hotel on July 16, 2025 in Beijing, China. 

Jensen Huang Says China Is A ‘Bonus’ Growth Opportunity For Nvidia – Shrugs Off Google TPU Competition

In an interview with CNBC, the Nvidia CEO said the company’s current demand pipeline is strong enough without relying on China.

<ul class="summary-bullets"><li>Morgan Stanley analyst predicts serial upward revisions to Micron's earnings estimates.</li><li>A report that the company is investing nearly $10 billion in a Japanese facility to make AI memory chips underscores the healthy demand picture.</li><li>The next significant catalyst for the stock is its fiscal 2026, first-quarter earnings report due&nbsp;on Dec. 17.</li></ul>Micron Technology, Inc. (MU) stock is on track to end the year as the best-performing chipmaker this year, beating out artificial intelligence (AI) poster child Nvidia (NVDA) and its peer AMD (AMD). Even Intel (INTC), which received a fresh lease of life following private and government investments and a sharpened focus on execution and cost discipline, could not match up to Micron's scintillating show.Year-to-date, <a href="https://stocktwits.com/symbol/MU">Micron stock</a> has gained over 180%,&nbsp;outpacing Nvidia's 27% spike and AMD's 80% surge. But retail traders are downbeat on the stock, apparently reflecting their concerns about the market's trajectory.&nbsp;Stocktwits data shows that confidence in MU among retail traders has dipped to 'bearish' levels from 'neutral' a year ago and 'bullish' from three months ago. MU has also added about 10% more watchers on the platform, compared with Nvidia's 14% increase, a sign of slightly softer interest than the company attracting the most AI hype. But are they missing out on&nbsp;a multibagger potential?&nbsp;For the unversed, Micron is a memory and storage solutions company that manufactures DRAM, NAND, and NOR memory chips. Last month, Micron received a bumper price target hike from Morgan Stanley. In a note released on Nov. 13, the firm's semiconductor analyst, Joseph Moore, raised his price target for the stock by nearly 50% to $325 — a Street-high number. The stock promptly ran up to a record high of $260.58 following the bullish call, only to be dragged by the market-wide tech sell-off.<h2 class="st-heading-2">What Makes MU tick?&nbsp;</h2><img src="https://news.stocktwits-cdn.com/MU_vs_peers_png_ea6414fb63.webp" alt="MU vs peers.png">&nbsp;<h2 class="st-heading-2">Why Morgan Stanley, Baird Are Upbeat</h2>"We are entering uncharted territory, as we have a 2018 style shortage forming but from a much higher EPS starting point," Moore said in the November note. He sees "serial" estimate reratings in the cards.The analyst premised his optimism on Double Data Rate 5 (DDR5) spot pricing tripling in a little over a month. DDR is a type of high-speed computer memory. Micron began the 2018 memory cycle with breakeven earnings, and its earnings are currently at record levels, he said. Annual revenue has surpassed the 2018 levels, currently at $37.38 billion.<img src="https://news.stocktwits-cdn.com/MU_Annual_Revenue_Since_2016_png_18d7f77557.webp" alt="MU_Annual_Revenue_Since_2016.png">Moore&nbsp;believes the stock has yet to price in the&nbsp;whole upside. "At a time when AI sentiment is pricing in positive moves - but still with some anxiety - we see room for further enthusiasm in the story in addition to the jump in earnings power."Baird analyst Tristan Gerra has an 'Outperform' rating on Micron. "The combination of ongoing supply limitations and accelerating, data centre-driven demand has resulted in an ongoing surge in pricing driving gross margin expansion," he said in a September note.Citing supply checks, the analyst said he expects the current memory upcycle&nbsp;to extend into 2026. He believes that the company will benefit from strong execution, notably with the ongoing ramp of high-margin, artificial intelligence (AI)-related memory architectures: High Bandwidth Memory (HBM)&nbsp; and LPDDR5. The analyst has a $225 price target for the stock.Underscoring the demand optimism, the company is reportedly mulling a $9.6 billion investment in western Japan to make AI memory chips, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://asia.nikkei.com/business/tech/semiconductors/micron-to-invest-9.6bn-in-western-japan-to-make-ai-memory-chips">according</a> to a Nikkei report.<h2 class="st-heading-2">Potential Headwinds</h2>Macro and geopolitical factors could pose risks to further gains by impacting the broader market. The market has recovered from the tech sell-off, riding on the hopes that the Federal Reserve will cut rates again in December.&nbsp; If the ongoing worries about an AI bubble temper spending, it could impair analysts' rosy demand outlook for Micron.The next significant catalyst for the stock is its fiscal 2026, first-quarter earnings report due on Dec. 17. According to the Fiscal.ai-compiled consensus, the company is expected to report adjusted earnings per share (EPS) of $3.78 and revenue of $12.64 billion, up from the year ago's $1.79 and $8.71 billion, respectively.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/the-quiet-surge-in-japanese-yields-is-anything-but-local-and-investors-in-us-stocks-may-feel-it-soon/cLI77BWREiG">&nbsp;The Quiet Surge In Japanese Yields Is Anything But Local — And Investors In US Stocks May Feel It Soon</a>

 The logo for Micron Technology is posted at their headquarters on June 25, 2025 in San Jose, California. 

Micron's Meteoric Year Leaves Nvidia, Other AI Darlings Behind — But Retail Traders Aren't Buying The Hype Yet

The year's hottest chip stock has surged 180% while sentiment on Stocktwits quietly slumps, even as Wall Street raises the ceiling on Micron's AI-fueled memory boom.

<ul class="summary-bullets"><li>Goldman Sachs’ price target implies a 15% upside from the chipmaker’s Tuesday closing price.&nbsp;</li><li>The firm expects fiscal-year 2026 AI revenue guidance to exceed a 100% year-over-year increase.&nbsp;</li><li>For the fourth quarter, analysts expect a revenue of $17.46 billion and earnings per share (EPS) of $1.87.</li></ul>Goldman Sachs on Wednesday boosted its price target on Broadcom Inc. (AVGO) to $435 from $380, while reiterating a ‘Buy’ rating, ahead of fourth-quarter earnings scheduled to be reported on December 11.The new price target represents a 15% upside to the chipmaker’s closing price on Tuesday.&nbsp;<h2 class="st-heading-2">AI Momentum</h2>James Schneider, the Goldman analyst behind the move, pointed to accelerating AI demand, especially from major clients such as Google and OpenAI, as well as improving margins as Broadcom ramps up shipments of custom XPUs, according to TheFly.&nbsp;The firm expects fiscal-year 2026 AI revenue guidance to exceed a 100% year-over-year increase.&nbsp;<a href="https://stocktwits.com/symbol/AVGO">Broadcom’s stock</a> inched 0.6% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:931/100;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_26_080253_png_a8ccd563ed.webp" alt="AVGO’s Sentiment Meter and Message Volume as of 07:45 a.m. ET on Nov. 26, 2025 | Source: Stocktwits" width="931" height="100"><figcaption>AVGO’s Sentiment Meter and Message Volume as of 07:45 a.m. ET on Nov. 26, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Demand For Specialized Accelerators</h2>Broadcom’s custom-chip business is gaining steam as big tech firms pour resources into AI infrastructure. According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/26/broadcom-gets-a-price-target-hike-from-goldman-ahead-of-earnings-next-month.html">report</a>, Goldman Sachs anticipates hefty growth for Broadcom’s AI-related segment as demand for specialized accelerators and networking gear surges.“We believe expectations are elevated heading into the quarter, and investors are positioned positively given strong peer results and positive datapoints related to key XPU customers, most notably Google following its latest Gemini 3 launch”, Schneider said.&nbsp;According to Goldman, the mix between XPU-based hardware and networking products will influence profitability, especially as XPU volumes scale in fiscal 2026.For Q4, analysts expect a revenue of $17.46 billion and earnings per share (EPS) of $1.87, according to Fiscal AI data.&nbsp;AVGO stock has gained 66% in 2025 and over&nbsp;133%&nbsp;in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/who-will-trump-pick-as-next-fed-chair-what-prediction-markets-show/cL53FVmREW7">Who Will Trump Pick As Next Fed Chair? Here’s What Prediction Markets Show</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Broadcom Inc.

Broadcom Gets A 15% Price Target Bump From Goldman Sachs Ahead Of Earnings 

Goldman Sachs’ price target implies a 15% upside from the chipmaker’s Tuesday closing price. 

Analyst James Schneider pointed to accelerating AI demand, especially from major clients such as Google and OpenAI.


<ul class="summary-bullets"><li>According to a report by The Information, ByteDance currently has a large inventory of Nvidia AI chips it can’t use.</li><li>Chinese regulators have reportedly told the company it can’t use the chips in its new data centres.&nbsp;</li><li>The report adds to the growing narrative that China is pushing domestic chip alternatives over Nvidia’s.</li></ul>ByteDance, the parent company of TikTok, was reportedly the largest Chinese buyer of Nvidia (NVDA) chips in 2025, but recent regulatory restrictions in China have left the company holding chips it can’t use.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/china-slowly-surely-breaking-free-nvidia">report</a> from The Information, citing sources,&nbsp;<a href="https://stocktwits.com/symbol/BYTEDANCE">ByteDance</a> purchased more Nvidia chips than any other Chinese firm last year. The report added that Bytedance did so as it was racing to secure computing power for its billion-plus user base amid fears that U.S. supply could be restricted under the Trump administration. However, instead of Washington, Beijing emerged as a blocker.&nbsp;<h2 class="st-heading-2">China Says Bytedance Can’t Use Nvidia Chips</h2>The report said Chinese regulators have recently prohibited the company from using Nvidia chips in newly built data centers. The move leaves Bytedance with a large inventory of high-end chips it cannot currently utilize, creating both operational and financial challenges.Simply put, Bytedance stockpiled Nvidia GPUs in anticipation of potential bottlenecks – and now it can’t use them. On Stocktwits, retail sentiment around Bytedance, which is not a publicly traded company, was in ‘extremely bullish’ territory, accompanied by ‘high’ levels of chatter.Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> edged 0.4% lower in pre-market trade. Retail sentiment around the AI bellwether also remained in ‘extremely bullish’ territory alongside ‘extremely high’ levels of chatter over the past day.&nbsp;<h2 class="st-heading-2">Beijing Pushes Domestic Chip Priorities</h2>The report comes after the Cyberspace Administration of China (CAC) reportedly told companies like ByteDance and Alibaba (BABA) in September to cease testing and ordering the RTX Pro 6000D chip, which Nvidia designed for the Chinese market.&nbsp;According to the report, China’s restrictions are part of a broader policy to reduce reliance on U.S. chips while prioritizing domestic options from companies such as Huawei and Cambricon Technologies.Nvidia CEO Jensen Huang has lobbied to be able to sell advanced chips in China. According to U.S. Commerce Secretary Howard Lutnick, negotiations between the U.S. and China include&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/lutnick-says-nvidia-ceo-has-good-reasons-to-sell-ai-chips-to-china/cL5bX3UREQm">easing export licenses</a> for advanced AI hardware.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-xrp-ada-struggle-ahead-of-thanksgiving-analyst-warns-no-catalyst/cL53V2sREWP">Bitcoin, XRP, ADA Struggle Ahead Of Thanksgiving – Analyst Warns There’s No Clear Catalyst For Q4</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The ByteDance Building is in Shanghai, China, on December 8, 2020. (Photo by Costfoto/NurPhoto via Getty Images)

Bytedance Reportedly Tops Chinese Nvidia Chip Buyers – But Now It Can't Use Them 

The TikTok-owned company stockpiled GPUs to prepare for potential U.S. supply restrictions.

<ul class="summary-bullets"><li>Analysts say Google’s TPUs may not pose a significant threat to Nvidia’s AI chips.</li><li>Cathie Wood’s Ark Invest on Tuesday picked up GOOG stock worth over $56 million.</li><li>Alphabet stock has embarked on a breathtaking rally, gaining 15% so far in November and 71% year-to-date, while Nvidia is down 12% in November.</li></ul>Nvidia Corp.’s (NVDA) stock fell 2.59% on Tuesday, defying the gains of the broader market and the tech sector, dragged by rumors of Alphabet, Inc. (GOOGL) (GOOG) posing a threat to its artificial intelligence (AI) chip dominance. Nvidia downplayed the Alphabet threat, while a Google executive and strategists suggest that the AI chip market may not be a “zero-sum game.”Tuesday’s dip in&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> came even as&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet stock</a> rallied over 1.50% to a fresh high.<h2 class="st-heading-2">Market Clueless</h2>In a post on X, Google DeepMind research scientist Amir Yazdan said, “The selloff shows how clueless the market is about hardware and the demand.” He has been with Google since mid-2018, according to his LinkedIn profile.In the thread, he said AI demand is incredibly high. He, however, clarified that he did not design Google’s AI chips, known as Tensor Processing Units (TPUs).Through a post on Nvidia Newsroom's X handle, the Jensen Huang-led company rubbished talks of Alphabet upsetting its AI chip apple cart. While&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-says-its-delighted-by-googles-success/cL5285cREgf">lauding Alphabet for its success</a> with AI, Nvidia continues to supply to Google. “NVIDIA is a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done,” it said.The Nvidia AI chip vs. Google TPU debate was sparked by an Information report that said Meta and other companies were evaluating the latter for use in their data centers. Alphabet previously deployed TPUs for in-house use and also rented them to companies running large-scale AI workloads in its own cloud data centers.<h2 class="st-heading-2">Analysts Weigh In</h2>Bank of America’s Vivek Arya delved into the issue last Friday, arguing that Alphabet’s custom TPU chip may not pose a significant competitive threat to Nvidia,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/stock-market-news/bank-of-america-defends-nvidia-says-market-is-misreading-the-numbers-5123664">according</a> to Investing.com. The analyst said Nvidia’s AI chips are “ubiquitous/available in every cloud and involved in almost every other LLM” and offer “the fastest time-to-market and best performance/watt.”The Future Fund’s Gary Black sees a potential deal between Google and Meta that would help establish TPUs as an alternative to Nvidia’s chips, the gold standard for big tech firms and startups from Meta to OpenAI that need computing power to develop and run AI platforms.&nbsp; He noted that Google announced last month a deal to supply up to one million of its chips to Anthropic PBC, drawing attention to the potential for long-term challenges to Nvidia’s dominant market position.Futurum Group’s Daniel Newman said, “The zero-sum stupidity has found its peak with this GPU/TPU nonsense. The market will literally be in the trillions for AI infrastructure, and $GOOGL $NVDA $AMD can all do well.” He also expects other names, such as Amazon and Qualcomm, to generate billions in revenue from AI Chips due to the massive scale of the opportunity. This is in contrast to the rumored view of Google executives that TPU usage would cause a 10% dent in Nvidia’s annual revenue.Meanwhile, Alphabet’s stock has embarked on a breathtaking rally, gaining 15% so far in November and 71% year-to-date. It is now the best-performing “Magnificent Seven” stock of 2025. In comparison, Nvidia has shed 12% this month, reducing its YTD gains to 32%, dented by AI bubble fears, questions raised regarding the company’s accounting practices and AI chip competition fears.Cathie Wood’s Ark Invest, which usually picks up portfolio stocks on dips, bought 174,293 Class C shares of Alphabet on its upside on Tuesday, valued at $56.41 million based on Tuesday’s closing price. The firm, however, sold about $22 million worth of AMD shares.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/zsacler-stock-tanks-after-hours-despite-handy-earnings-beat-what-gives/cL53fLrREgY">Zscaler Stock Tanks After Hours Despite Handy Earnings Beat: What Gives?</a>

The NVIDIA logo is displayed on a mobile phone with a visual digital background in this photo illustration in Brussels, Belgium, on November 18, 2025.

Google TPUs Threaten Nvidia’s Dominance? Analyst Slams ‘Zero-Sum Stupidity’ As AI Infra Market Runs Red Hot

Nvidia stock is down about 12% this month as AI chip competition and skeptical comments regarding the company’s accounting practices weighed it down. 

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