SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing heightened volatility and selling pressure as investors digest regulatory news and broader market concerns regarding inflation and rising Treasury yields. Community sentiment remains polarized, with many active traders debating whether recent price action represents a healthy consolidation for a potential supercycle or a deeper structural correction amid skepticism regarding long-term institutional demand.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is trending as investors digest the retailer's robust membership income growth and digital sales momentum following recent earnings. The community is actively debating the company's valuation, its potential as a candidate for the Dow Jones Industrial Average, and speculative catalysts like a possible stock split.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It operates through the following segments: Uranium, Rare Earth Elements (REE), and Heavy Mineral Sands (HMS). The uranium segment engages in conventional and ISR uranium extraction, recovery and sales of uranium from mineral properties and the recycling of uranium-bearing materials generated by third parties along with the exploration, permitting and evaluation of uranium properties in the U.S. The REE segment is engaged in the company’s initiatives to progress towards full REE separation capabilities at the Mill to produce both light and heavy separated REE oxides in the coming years. The HMS segment engages in the exploration, development and recovery of HMS at the Kwale Project, Bahia Project, Vara Mada Project and the company’s equity method investments in the Donald Project JV and Tate. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels Inc. is trending as the community highlights its recent milestone of producing high-purity terbium oxide, positioning the company as a key domestic player in the critical rare earth supply chain. Investors are actively debating the stock's long-term potential as a critical minerals powerhouse, while monitoring how the upcoming leadership transition and broader nuclear energy tailwinds will influence its market performance.

Oatly Group AB is a holding company, which focuses on developing expertise around oats, a global power crop with inherent properties suited for sustainability and human health. It operates through the following geographical segments: Europe & International, North America and Greater China. The company was founded by Björn Öste in 1994 and is headquartered in Malmö, Sweden.

Oatly Group AB - ADR

Oatly Group

Oatly is seeing renewed interest as investors anticipate a major catalyst from a potential China strategic carve-out alongside a strengthening turnaround narrative focused on profitability and cost discipline. Community discussions are centered on the companys improved gross margins, successful expansion of the lifestyle-drink product portfolio, and the belief that the stock's low float could trigger significant upside if institutional sentiment continues to shift.

Dogecoin is an open-source digital currency based on the "Doge" meme that functions as a peer-to-peer medium for fast payments and digital tipping. Unlike projects backed by corporate entities, its value is driven by a global community, and the project is managed by a decentralized group of volunteers and the non-profit Dogecoin Foundation rather than a formal company.  Originally created in 2013 by software engineers Billy Markus and Jackson Palmer as a market parody, the project held no public sale or venture capital rounds. The network operates as a fork of LuckyCoin, which itself was a fork of Litecoin, using a proof of work consensus mechanism. It employs the Scrypt algorithm to ensure the mining process remains fast and efficient, with new blocks processed every 60 seconds. A unique technical feature is its use of merged mining, allowing miners to secure Dogecoin simultaneously with other Scrypt-based networks like Litecoin.  To keep transaction fees low and the network running indefinitely, Dogecoin features an uncapped supply where new coins are added forever. In a major regulatory milestone in March 2026, a joint SEC and CFTC framework officially classified Dogecoin as a digital commodity, placing it in the same asset category as gold or oil.

Dogecoin

Dogecoin is generating significant community debate as traders weigh potential regulatory clarity and speculative price targets against persistent skepticism regarding long-term volatility. The conversation remains highly polarized, with active discussions focused on whether the asset can reclaim its historical momentum or if it is entering another period of significant downward pressure.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is currently navigating a period of heightened volatility as the market balances anticipation for the Clarity Act's progress with concerns over broader economic data and sluggish network performance. While some investors remain fixated on the potential for institutional adoption via tokenized funds, a vocal segment of the community is expressing frustration with the asset's recent underperformance relative to other major cryptocurrencies and broader equity markets.

Evolution Metals & Technologies Corp. engages in developing a global supply chain for critical minerals and materials. It focuses on automotive, renewable energy, and military and defense sectors. The company is headquartered in West Palm Beach, FL.

Evolution Metals & Technologies Corp.

Evolution Metals & Technologies Corp. Common Stock

Evolution Metals & Technologies Corp. is attracting significant retail attention following a recent business combination and strategic agreements designed to scale its domestic rare earth magnet production. Investors are actively discussing its potential as a specialized, low-float domestic play in the critical minerals sector, with many monitoring for volatility and momentum as the company seeks to reduce dependence on foreign supply chains.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

Fannie Mae is gaining momentum as investors react to speculation regarding potential GSE privatization and high-level discussions about releasing the companies from conservatorship. The community remains highly active, closely monitoring signals from political figures and institutional holders while debating whether the current market movement represents a genuine structural shift or continued speculative volatility.

Tidal Trust II - Defiance Daily Target 2x Short RGTI ETF

Defiance Daily Target 2X Short RGTI ETF

RGTZ is trending as traders heavily leverage this inverse ETF to capitalize on the extreme volatility and perceived overvaluation of Rigetti Computing. The community remains focused on aggressive intraday swings and scalping opportunities, fueled by debates over the underlying company's fundamental sustainability and the effectiveness of its algorithmic price movements.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

JasmyCoin is seeing intense community debate driven by speculative interest in its potential for Japan-based data infrastructure expansion and institutional integration. While some investors are aggressively accumulating tokens on the belief that the ecosystem is positioning for major growth, critics are vocal about its recent price volatility and lack of transparent communication from leadership.

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Solana

Ripple

Cardano

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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<ul class="summary-bullets"><li>Nvidia shares rose 1% in overnight trading; the stock has gained for six sessions straight, rising 15%.</li><li>Investors view Huang’s presence positively, seeing it as a potential catalyst for reviving Nvidia’s chip sales in China, which have been stalled for months amid trade issues.</li><li>Stocktwits sentiment for NVDA remained ‘extremely bullish.’</li></ul>Nvidia shares rose 1% in overnight trading heading into Thursday, extending their sharp rally as investors closely monitored developments from China, where U.S. President Donald Trump had just concluded his first meeting with Chinese counterpart Xi Jinping.Nvidia CEO Jensen Huang&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-jumps-overnight-trump-confirms-the-great-jensen-huang-is-part-of-official-china-trip/cZXLe2WRe0B">joined</a> a group of top U.S. tech and business executives on Trump’s visit at the last minute, with the delegation arriving in&nbsp;Beijing&nbsp;on Wednesday.&nbsp;While few details were immediately available about the business-focused discussions, investors viewed Huang’s presence positively, seeing it as a potential catalyst for reviving Nvidia’s chip sales in China, which have been stalled for months amid trade issues.Media outlets broadcast Trump’s and Xi’s opening remarks following an elaborate arrival ceremony. Xi said the two countries “should be partners, not rivals,” while Trump said the U.S. delegation looked forward to discussions around “reciprocal” trade.&nbsp;The two leaders are expected to address issues including trade, the Iran war, and Taiwan. Before departing for Beijing, Trump said in a Truth Social post that he would urge Xi to “open up” the country — a reference to expanding the presence and business opportunities of U.S. companies in China.&nbsp;&nbsp;<h2 class="st-heading-2">NVDA Retail Sentiment Bullish</h2>On Stocktwits, the retail sentiment for NVDA remained ‘extremely bullish’ early Thursday, unchanged from the last week.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_14_at_10_57_56_AM_png_e862758662.webp" alt="Screenshot 2026-05-14 at 10.57.56 AM.png" width="635" height="87"><figcaption>NVDA sentiment and message volume as of May 14 | Source: Stocktwits</figcaption></figure>“NVDA has no presence in China, so any agreements will catapult this higher,”&nbsp;<a href="https://stocktwits.com/crtlabz/message/653316612">said</a> a trader. Another&nbsp;<a href="https://stocktwits.com/Money4all/message/653319732">wrote</a>: “With the momentum that’s built, high probability to $240 as the next stop. Big resistance at that level. Any good news out of Beijing, I would hope to hit that resistance prior to earnings.”<h2 class="st-heading-2">NVDA’s China Pressures</h2>Investor sentiment and gains across semiconductor stocks have surged to record highs lately. Until recently, Nvidia, the sector’s standout player, has curiously lagged behind. Among other factors, the erosion in the company’s business in China due to U.S. export restrictions has been a key overhang.Huang recently said Nvidia’s revenue from China has effectively dropped to zero, reiterating the detail from the company’s latest results. Just two years ago, Nvidia was a dominant chip supplier in the region with $25 billion in sales from the market,&nbsp;representing&nbsp;32% of the company’s total revenue in 2024.<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> gained 14% in April. In comparison, the&nbsp;<a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF (SOXX)</a> rallied 40.4%, recording its best month on record.<h2 class="st-heading-2">NVDA Q1 Results Next Week</h2>The Beijing talks take on even greater significance ahead of Nvidia’s fiscal first-quarter report on May 20. Analysts are expecting another blockbuster quarter from the chip giant, though after the stock’s negative reaction to its previous earnings beat, the market's response this time is difficult to predict.Nvidia’s first-quarter revenue is expected to rise 79% to $78.98 billion, and adjusted profit is expected to increase 119% to $1.78 per share – setting fresh records for both the top- and bottom-line.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/is-nokia-the-ai-infra-dark-horse-new-agentic-rollouts-lift-nok-stock-overnight-win-retail-praise/cZX1XHJReKC">Is Nokia The AI Infra Dark Horse? New Agentic Rollouts Lift NOK Stock Overnight, Win Retail Praise</a>&nbsp;

U.S. President Donald Trump (L) listens as Nvidia CEO Jensen Huang speaks at a White House event on on April 30, 2025 in Washington, DC. (Photo by Andrew Harnik/Getty Images)

NVDA Rallies As CEO Jensen Huang Arrives In China; Traders Eye China Sales Revival Ahead Of Earnings 

U.S. President Donald Trump and about a dozen U.S. tech and business executives are in Beijing for bilateral talks.

Equity

<ul class="summary-bullets"><li>BofA raised its estimate for the total addressable market for AI data center systems in calendar year 2030 to roughly $1.7 trillion, up from its prior forecast of $1.4 trillion.</li><li>The firm said it expects 2026 to remain a year of accelerating AI-related revenue growth and improving returns on investment, as enterprises and hyperscalers continue to ramp up infrastructure spending.</li><li>BofA also noted that 2027 could mark a turning point for AI efficiency and token economics as next-generation compute and memory architectures begin scaling more broadly across the industry.</li></ul>Shares of Micron Technology Inc. (MU) are up nearly 169% year-to-date, but analysts at BofA expect the stock to rally further.According to TheFly, BofA hiked its price target for Micron to $950 from $500, implying an upside potential of about 24% from the current levels. The firm maintained its ‘Buy’ rating on the stock.<a href="https://stocktwits.com/symbol/MU">Micron shares</a> were up more than 4% in Wednesday’s pre-market trade. MU was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">Why Is BofA Bullish On MU?</h2>BofA raised its estimate for the total addressable market for AI data center systems in calendar year 2030 to roughly $1.7 trillion, up from its prior forecast of $1.4 trillion.The firm said it expects 2026 to remain a year of accelerating AI-related revenue growth and improving returns on investment, as enterprises and hyperscalers continue to ramp up infrastructure spending.BofA also noted that 2027 could mark a turning point for AI efficiency and token economics as next-generation compute and memory architectures begin scaling more broadly across the industry.<h2 class="st-heading-2">What Do Retail Traders Think Of MU?</h2>Retail sentiment on Stocktwits around Micron Technology trended in the ‘extremely bullish’ territory with message volumes at ‘extremely high’ levels.One user thinks MU stock could surge to $1,500 by next week after Nvidia’s first-quarter (Q1) results, which are due on May 20, 2026.<stembedurl>https://stocktwits.com/jtru007/message/653174953</stembedurl>Another user thinks that if Micron secures business during the CEO’s trip to China with President Donald Trump, MU stock may soar beyond $1,000 sooner.<stembedurl>https://stocktwits.com/moonstocks777/message/653184492</stembedurl>Micron CEO Sanjay Mehrotra is among a slew of business executives invited to China, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116565066757116256">post</a> by President Trump on Truth Social.<figure class="image"><img src="https://news.stocktwits-cdn.com/image_png_80026cfad5.webp" alt="President Donald Trump's post on Truth Social" width="573" height="615"><figcaption>President Donald Trump's post on Truth Social | @realDonaldTrump/Truth Social</figcaption></figure><h2 class="st-heading-2">MU Delivers 256GB Memory To Key Ecosystem Players</h2>Micron announced on Tuesday that it has sampled 256GB DDR5 memory modules to key ecosystem players. The module is built using Micron’s advanced 1-gamma technology and supports speeds of up to 9,200 MT/s, making it more than 40% faster than memory modules currently in mass production.Micron said the product uses advanced 3D stacking and through-silicon via technology to improve performance, capacity, and power efficiency for AI workloads. The company added that a single 256GB module can reduce operating power consumption by more than 40% compared with using two 128GB modules, helping improve efficiency in AI data centers.“Capacity, bandwidth, and power are the defining drivers of AI efficiency. With our 256GB DDR5 RDIMM, Micron is enabling servers to deliver significantly higher performance,” said Raj Narasimhan, senior vice president and general manager of the Cloud Memory Business Unit at Micron.<h2 class="st-heading-2">IDC Outlines Bullish Case For MU</h2>Industry research firm IDC recently outlined a bullish outlook for Micron and other memory-chip companies.“Hyperscalers are buying a fundamentally different, more expensive class of memory and are willing to pay a premium to secure supply,” the firm stated. IDC added that NAND Flash revenue is expected to reach $174 billion in 2026, representing nearly 139% growth from the prior year.IDC also noted that, unlike the DRAM market, NAND pricing gains are becoming more widespread. The firm said enterprise SSD prices have climbed sharply as hyperscalers lock in supply, reducing availability across consumer and OEM markets.<a href="https://stocktwits.com/symbol/MU">MU stock</a> is up 169% year-to-date and 731% over the past 12 months. The S&amp;P 500 ETF Trust (SPY) is up 27% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 39%.The iShares Semiconductor ETF (SOXX) is up 148% during this period, while the State Street Technology Select Sector SPDR ETF (XLK) is up 54%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nbis-stock-soaring-today-after-nebius-q1-results-ceo-unprecedented-demand/cZXLSpmRe0r">Nebius Reports Whopping 684% Jump In Q1 Revenue, Secures Power For New 1.2 GW Facility — CEO Touts ‘Unprecedented Demand’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone held in a hand shows the logo of Micron Technology Inc. 

MU Stock is Up 169% This Year – BofA Still Expects A Further 24% Upside

BofA hiked its price target for Micron to $950 from $500, while maintaining its ‘Buy’ rating on the stock.

<ul class="summary-bullets"><li>After two days of talks, Samsung and its workers failed to reach a consensus on pay.&nbsp;</li><li>Samsung workers have threatened a major strike starting next week if their requests are not met.</li><li>Investors believe the potential disruption at Samsung could be a positive for rivals like Micron and SK Hynix.&nbsp;</li></ul>Micron shares&nbsp;gained more than 5% in early premarket trading as talks between its rival, Samsung Electronics, and its union failed, raising the probability of a major strike by workers at the South Korean chip giant next week.After marathon talks over two days, mediated by the government, Samsung and its workers could not&nbsp;reach a deal on pay, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/world-at-work/samsung-elec-labour-union-fail-reach-pay-deal-strike-looms-2026-05-12/">reported</a>.&nbsp;The union said over 50,000 workers could go on an 18-day strike starting May 21, an outcome that would significantly affect Samsung's business and might even impact global trade.In essence, the dispute centers around the union’s demand that Samsung uncap performance payouts and set them at 15% of operating profit.<h2 class="st-heading-2">Samsung’s Share Under Pressure, Rivals Gain</h2>SK Hynix, Samsung’s main competitor in Korea, rallied 7.7% in Seoul on Wednesday. Samsung’s shares&nbsp;initially dipped as much as 5% before bouncing back at 1.8% up after the government intervened again to allay investor concerns.South Korean Finance Minister Koo Yun Cheol on Wednesday urged the two sides to continue to negotiate. “A strike must be avoided at all costs,” he said, promising government support, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-05-12/samsung-fails-to-reach-labor-deal-yonhap-says-as-strike-looms">reported</a>.Samsung, which recently achieved a $1 trillion market capitalization, and SK Hynix have been among the biggest beneficiaries of the AI-driven chip boom, to the extent that the South Korean government has acknowledged a sharp rise in tax revenue from the higher taxes paid by the two companies.Over in the U.S., the widely-watched Roundhill Memory ETF (DRAM)&nbsp;jumped over 6% in Wednesday’s premarket session.<h2 class="st-heading-2">Retail’s View</h2>Micron remains the center of intense market attention as traders aggressively buy the dip from Tuesday, fueled by the conviction that surging AI-driven memory demand and potential supply constraints from a Samsung labor strike will drive long-term upside.&nbsp;“Samsung strike in full effect. Bullish a* for $MU,” a trader wrote on the company’s stream on Stocktwits.Investors also appeared to be placing calls based on&nbsp;the expectation of a big move when Nvidia, the chip sector bellwether, reports its quarterly earnings on May 20. “$MU 1000 on Nvda earning day!” one&nbsp;<a href="https://stocktwits.com/Marktraderly/message/653175242">said</a>.&nbsp;On Stocktwits, the retail sentiment for MU and DRAM climbed higher in the ‘extremely bullish’ zone.&nbsp;<a href="https://stocktwits.com/symbol/MU">Micron shares</a> are up 167% year to date, while&nbsp;<a href="https://stocktwits.com/symbol/DRAM">DRAM</a> has surged about 70% since the fund’s launch on April 2.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mrvl-stock-primes-for-rebound-as-amd-reveals-10-m-stake/cZXLBZRRe0Q">MRVL Stock Primes For Rebound As AMD Reveals $10M Stake</a>&nbsp;

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

MU Stock Surges Over 5% Premarket: What’s Driving It Higher?

Samsung rival SK Hynix’s shares jumped as well, fueling a surge in the widely-watched memory ETF, DRAM.

<ul class="summary-bullets"><li>MRVL jumped 1.6% in overnight trading.</li><li>Marvell has a wide portfolio of offerings, including networking chips, custom AI accelerators, optical and silicon photonics components, storage controllers, Ethernet solutions, and telecom semiconductors.</li><li>Stocktwits sentiment for MRVL remained ‘bearish.’</li></ul>Marvell Technology, Inc.’s stock rose 1.6% in overnight trading heading into Wednesday,&nbsp;following a tumble in the previous session, after chip giant Advanced Micro Devices disclosed a tiny yet seemingly strategic stake in the company.AMD held 65,516 million shares of Marvell as of the end of March, it disclosed in an exchange&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/2488/000119312526219769/0001193125-26-219769-index.htm">filing</a> on Tuesday. The stake was worth $6.5 million at the time and is worth $10.8 million as per Marvell’s last closing price.AMD also disclosed shareholdings in the electronics manufacturing firm Sanmina Corp, the AI drug discovery firm ABSCI Corp, and the photonic quantum computing company Xanadu Quantum Technologies.<h2 class="st-heading-2">MRVL Stock On Dream Run</h2><a href="https://stocktwits.com/symbol/MRVL">Marvell shares</a> are on a sharp upward trajectory, having&nbsp;surged about 117% from a recent low just before the company’s last earnings report on March 5. The move underscores how Investors are doubling down on AI infrastructure players amid a rapid buildout of data centers.Marvell has a wide portfolio of offerings, including networking chips, custom AI accelerators, optical and silicon photonics components, storage controllers, Ethernet solutions, and telecom semiconductors.The sentiment for Marvell got another boost from recent reports that Google is in talks with the company to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/marvell-stock-jumps-overnight-on-buzz-of-custom-google-ai-chip-talks-retail-bulls-cheer-loudly/cZB5u6ORIya">co-develop</a> new AI chips, while analysts have been raising price targets as Marvell continues to win hyperscaler business and expand its role in the AI data centers market.&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD’s stock</a>, too, has been gaining sharply and is up about 128% since a recent low on March 30. Earlier this month, AMD&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-stock-soars-q1-data-center-revenue-surge-upbeat-q2-guidance/cZQDf99Re9x">forecast</a> second-quarter revenue above expectations after beating top- and bottom-line expectations, mainly driven by a strong uptick its data center business.&nbsp;<h2 class="st-heading-2">Retail View On MRVL</h2>On Stocktwits, the retail sentiment for MRVL remained ‘bearish,’ although users were posting about the AMD stake acquisition with a positive tone. The sentiment for AMD shifted to ‘bearish’ from ‘bullish’ as market sentiment soured after a hotter-than-expected inflation reading on Tuesday.“Love it when my team is working together - NICE!!”&nbsp;<a href="https://stocktwits.com/wader2k/message/653164011">said</a> a trader,&nbsp;referring to AMD and MRVL.Marvell is scheduled to report its fiscal first-quarter earnings on May 27. Before that, trades would be influenced by the May 20 earnings report from chip sector bellwether Nvidia.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-jumps-overnight-trump-confirms-the-great-jensen-huang-is-part-of-official-china-trip/cZXLe2WRe0B">Nvidia Stock Jumps Overnight: Trump Confirms ‘The Great’ Jensen Huang Is Part Of Official China Trip</a>&nbsp;

Marvell Technology is displayed on a smartphone screen, with the company's geometric black-and-white branding visible in the background. (Photo illustration by Cheng Xin/Getty Images)

MRVL Stock Primes For Rebound As AMD Reveals $10M Stake

AMD’s purchase signals increasing interest in AI infrastructure companies.

<ul class="summary-bullets"><li>CNBC reported that President&nbsp;Donald Trump called Nvidia CEO Jensen Huang to join him on his China trip&nbsp;at the last minute, and the executive flew to Alaska&nbsp;on Tuesday to board Air Force One&nbsp;bound for Beijing.</li><li>Trump dismissed&nbsp;media reports that Huang was not invited as fake.</li><li>Retail traders viewed Huang’s China visit positively since the holdup in sales in the region has been a major overhang for the company.</li></ul>Nvidia Corp. shares&nbsp;rose&nbsp;nearly 1.5% in overnight trading heading into Wednesday,&nbsp;becoming the top trending ticker on Stocktwits, after President Donald Trump confirmed that CEO Jensen Huang was joining him and other U.S. tech leaders in bilateral talks in China.Huang&nbsp;was not originally part of the delegation, but after media coverage&nbsp;of his absence, Trump asked him to join, CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/05/13/nvidia-says-ceo-jensen-huang-is-joining-trumps-china-trip.html">reported</a>, citing a source. Huang then flew to Alaska to join Trump’s Air Force One flight to Beijing on Tuesday. The Nvidia executive had come on board, Trump said in a Truth Social&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/116565066757116256%20CNBC%20incorrectly%20reported%20that%20the%20Great%20Jensen%20Huang,%20of%20Nvidia,%20was%20not%20invited%20to%20the%20incredible%20gathering%20of%20the%20World%E2%80%99s%20Greatest%20Businessmen/women%20proudly%20going%20to%20China.%20In%20actuality,%20Jensen%20is%20currently%20on%20Air%20Force%20One%20and,%20unless%20I%20ask%20him%20to%20leave,%20which%20is%20highly%20unlikely,%20CNBC%E2%80%99s%20reporting%20is%20incorrect%20or,%20as%20they%20say%20in%20politics,%20FAKE%20NEWS!%20It%20is%20an%20Honor%20to%20have%20Jensen,%20Elon,%20Tim%20Apple,%20Larry%20Fink,%20Stephen%20Schwarzmann,%20Kelly%20Ortberg%20(Boeing),%20Brian%20Sikes%20(Cargill),%20Jane%20Fraser%20(Citi),%20Larry%20Culp%20(GE%20Aerospace),%20David%20Solomon%20(Goldman%20Sachs),%20Sanjay%20Mehrotra%20(Micron),%20Cristiano%20Amon%20(Qualcomm),%20and%20many%20others%20journeying%20to%20the%20Great%20Country%20of%20China%20where%20I%20will%20be%20asking%20President%20Xi,%20a%20Leader%20of%20extraordinary%20distinction,%20to%20%E2%80%9Copen%20up%E2%80%9D%20China%20so%20that%20these%20brilliant%20people%20can%20work%20their%20magic,%20and%20help%20bring%20the%20People%E2%80%99s%20Republic%20to%20an%20even%20higher%20level!%20In%20fact,%20I%20promise,%20that%20when%20we%20are%20together,%20which%20will%20be%20in%20a%20matter%20of%20hours,%20I%20will%20make%20that%20my%20very%20first%20request.%20I%20have%20never%20seen%20or%20heard%20of%20any%20idea%20that%20would%20be%20more%20beneficial%20to%20our%20incredible%20Countries!%20President%20DONALD%20J.%20TRUMP">post</a> at 11:09 pm ET.“CNBC incorrectly reported that the Great Jensen Huang, of Nvidia, was not invited to the incredible gathering of the World’s Greatest Businessmen/women proudly going to China,” the President said. “In actuality, Jensen is currently on Air Force One and, unless I ask him to leave, which is highly unlikely, CNBC’s reporting is incorrect or, as they say in politics, FAKE NEWS!”&nbsp; &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_13_at_10_24_47_AM_png_696894d3f3.webp" alt="Screenshot 2026-05-13 at 10.24.47 AM.png" width="531" height="619"><figcaption>Source: Donald Trump's Truth Social account</figcaption></figure> Trump is bringing more than a dozen U.S. business executives to Beijing, where he is scheduled to meet Chinese President Xi Jinping on Thursday and Friday.&nbsp;The delegation includes Elon Musk (Tesla and SpaceX), Tim Cook (Apple), Larry Fink (BlackRock), Stephen Schwarzman (Blackstone), Kelly Ortberg (Boeing), Brian Sikes (Cargill), Jane Fraser (Citi), Larry Culp (GE Aerospace), David Solomon (Goldman Sachs), Sanjay Mehrotra (Micron), and Cristiano Amon (Qualcomm).In his post, Trump called Xi “a Leader of extraordinary distinction” and said he will ask him to “open up” China. “In fact, I promise, that when we are together, which will be in a matter of hours, I will make that my very first request. I have never seen or heard of any idea that would be more beneficial to our incredible Countries!” he said.<h2 class="st-heading-2">Retail Turns More Optimistic On NVDA&nbsp;</h2>On Stocktwits, NVDA was the top trending ticker in early hours on Wednesday, with retail sentiment for the stock shifting to ‘extremely bullish’ from ‘bullish’ the previous day.“Jensen joining Trump halfway to China on a fuel stop in Alaska is the most gangster s*** that’s happened in 2026,”&nbsp;<a href="https://stocktwits.com/iDontknowwhatiamdoin/message/653170463">remarked</a> a trader. Noting the development, another&nbsp;<a href="https://stocktwits.com/SpencerF/message/653169599">wrote</a>: “a good correction should bring this up by 40% or so.”<stembedurl>https://stocktwits.com/iDontknowwhatiamdoin/message/653170463</stembedurl><stembedurl>https://stocktwits.com/SpencerF/message/653169599</stembedurl><h2 class="st-heading-2">China Overhang Pressures NVDA</h2>Investor sentiment and gains across semiconductor stocks have surged to record highs lately. Nvidia, the sector’s standout player, has curiously lagged behind. Among other factors, the erosion in the company’s business in China due to U.S. export restrictions has been a key overhang.Huang recently said Nvidia’s revenue from China has effectively&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-stock-gains-in-premarket-ceo-jensen-huang-says-china-chip-export-ban-largely-backfired/cZQMmoQRe7M">dropped to zero</a>, reiterating the detail from the company’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-gives-up-gains-overnight-after-blowout-q4-as-china-concerns-dampen-ai-euphoria/cZR6vVwRIGz">latest results</a>. Just two years ago, Nvidia was a dominant chip supplier in the region with $25 billion in sales from the market, respenting 32% of the company’s total revenue in 2024.<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> gained 14% in April. In comparison, the&nbsp;<a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF (SOXX)</a> rallied 40.4%, recording its best month on record.<h2 class="st-heading-2">NVDA Q1 Results Next Week</h2>The Beijing talks take on even greater significance ahead of Nvidia’s fiscal first-quarter report on May 20. Analysts are expecting another blockbuster quarter from the chip giant, although after the stock’s negative reaction to its previous earnings beat, the market response this time remains difficult to predict.Nvidia’s first-quarter revenue is expected to rise 79% to $78.98 billion, and adjusted profit is expected to increase 119% to $1.78 per share – setting fresh records for both the top- and bottom-line.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Nvidia Stock Jumps Overnight: Trump Confirms ‘The Great’ Jensen Huang Is Part Of Official China Trip

Trump is bringing along more than a dozen U.S. business executives to Beijing this week, where he said he will urge Chinese President Xi Jinping to “open up” China.

<ul class="summary-bullets"><li>QCOM dropped 11.5% and was the worst&nbsp;performer in&nbsp;the S&amp;P 500 on Tuesday.</li><li>The consumer price index for April rose 3.8% from a year ago, the most since 2023, on the back of soaring fuel prices, new data released on Tuesday showed.</li><li>Last month, Qualcomm discussed its entry into the AI data center market, including a contract win from a hyperscale customer. More details are expected at the company’s investor day event next month.</li></ul>Qualcomm, Inc.￼ emerged as an unexpected casualty of Tuesday’s tech selloff, triggered by a hotter-than-expected inflation reading, although traders largely viewed the pullback as a buying opportunity.<a href="https://stocktwits.com/symbol/QCOM">QCOM stock</a> dropped 11.5%, its worst single-day slide in six years, and was the biggest loser on the S&amp;P 500. Until Monday, the stock had climbed 52% in just eight sessions since the company’s quarterly report on April 22.On Stocktwits, retail sentiment for QCOM edged higher into the ‘bullish’ zone amid ‘high’ message volume, with several&nbsp;traders advising a buy on the dip.“$QCOM way over done, been buying all morning,”&nbsp;<a href="https://stocktwits.com/UVXYtrading/message/653092672">said</a> a trader. Another&nbsp;<a href="https://stocktwits.com/Smoka416/message/653147742">wrote</a> that they “bought a bunch at 205 and 210 and 215 this one’s going 300+ it might take a few months but it’ll get there.”“QCOM This is typical, This is how you miss the boat. They tank these stocks 20% and scare some people out of their shares. Then the next day you wake up and the stock is up 15-20% in the pre market for really no reason… That’s why we buy the dip!! Lets see if they do it again,”&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/FibonacciTwit/message/653137208">said</a> a trader.<h2 class="st-heading-2">Iran War Fuels Inflation, Market Drops</h2>The S&amp;P 500 and Nasdaq declined on Tuesday after the latest data&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spy-qqq-dia-slip-as-inflation-concerns-hinder-ai-rally/cZXXoUvReiC">highlighted</a>&nbsp;that the conflict in Iran is fueling a resurgence in inflation. The consumer price index for April rose 3.8% from a year ago, the most since 2023, on the back of soaring fuel prices.Separately, real wages, adjusted for inflation, declined year over year in April, marking the first such contraction since 2023.The economic print sent investors into risk-off mode and pressured tech stocks – and particularly chip stocks – more than other sectors. Intel and SanDisk dropped by over 6%. Western Digital, NXP Semiconductors, and Micron declined by 3.6% to 5.3%, while Oracle and Salesforce dropped by around 3.5%.<h2 class="st-heading-2">QCOM’s Data Center Momentum</h2>Qualcomm has been high on investors’ radar lately after the smartphone chipmaker announced plans to enter the lucrative smartphone market last month. The company said it had secured a deal with an undisclosed hyperscaler and planned to start shipping in the December quarter.Qualcomm is largely expected to share more about its data center growth plans at its upcoming investor day on June 24.“With the company’s recent datacenter announcements setting up a chance for Qualcomm to silence its critics with a combination of datacenter wins, roadmap announcements, and clarity on how its DC business is setup to be its next $10+ billion annual revenue stream,” Daniel Newman, CEO of The Futurum Group,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/danielnewmanUV/status/2054350246046740772?s=20">said</a> on X.“AI demand opened the door for Qualcomm, execution gives it permission to win a share of more than what will be a trillion+ of annual AI chip spend.”In the last quarter, Qualcomm’s revenue rose 3% to $10.6 billion, in line with expectations. The current quarter forecast of $9.2 billion to $10 billion was, however, below analysts’ $10.19 billion target.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/quantum-scape-stock-is-charging-ahead-retail-is-already-speculating-a-major-order-after-ai-pivot/cZXL2NERe0d">QuantumScape Stock Is Charging Ahead: Retail Is Already Speculating A Major Order After AI Pivot</a>&nbsp;

The logo of the Qualcomm at the Mobile World Congress 2024. (Photo by Ramon Costa/SOPA Images/LightRocket via Getty Images)

QCOM’s Brutal Fall Amid Chip Pullback On Inflationary Pressure Sparks Retail Buy Calls

Retail traders argued the stock had become “way oversold” and was poised for a rebound, particularly amid growing optimism surrounding the company’s push into the lucrative data center market.

<ul class="summary-bullets"><li>Microsoft’s revenue from OpenAI products has jumped year-on-year (YoY).</li><li>OpenAI spent $23 billion on Azure rentals between 2023 and 2025.&nbsp;&nbsp;</li><li>Microsoft has ended its exclusive rights to sell OpenAI products.</li></ul>Microsoft (MSFT) has successfully recouped more than double its initial $13 billion investment in OpenAI, generating approximately $30 billion in related revenue between 2023 and 2025.&nbsp;The findings, based on an analysis of company filings and internal documents, reveal that the strategic partnership has accelerated Microsoft’s financial growth despite increasing competition and a high-stakes legal battle involving Elon Musk, The Information reported.&nbsp;However, investors&nbsp;of late have expressed tech valuation concerns and raised questions over future growth, given the high costs of building the data centers and purchasing the semiconductor and memory chips required to run the large-scale AI models.&nbsp;MSFT shares have dropped about 9% over the past year.&nbsp;&nbsp;<h2 class="st-heading-2">OpenAI Is Microsoft’s Revenue Engine&nbsp;</h2>The bulk of Microsoft’s gains stems from OpenAI’s massive infrastructure needs. OpenAI paid Microsoft roughly $23 billion for Azure server rentals between 2023 and 2025. Beyond hardware, Microsoft’s sales of AI-integrated products—such as Office 365 Copilot and GitHub Copilot—contributed the second most to the total.&nbsp;In April this year, Microsoft gave up its exclusive rights to sell OpenAI’s GPT models. Ever since, OpenAI has sold more of its products compared to MSFT, according to internal financials secured by The Information.&nbsp;In 2025, OpenAI’s direct sales to businesses reached nearly $2 billion, while Microsoft’s revenue from selling the same models through Azure grew to $1.5 billion.&nbsp;<h2 class="st-heading-2">The Musk Lawsuit And Trial Testimony</h2>In a federal trial in Oakland, Elon Musk is seeking $150 billion in damages from OpenAI and Microsoft. Musk alleges the companies breached OpenAI’s original charitable mission by pursuing a profit-driven model.Testifying on Monday, Microsoft CEO Satya Nadella defended the partnership as a "calculated risk". Nadella admitted to prioritizing OpenAI's computing needs over other internal projects to create a "win-win partnership". However, the trial has also exposed internal friction; former OpenAI Chief Scientist Ilya Sutskever testified to a "pattern of lying" by CEO Sam Altman, who took the stand today to firmly deny Musk's claims.<h2 class="st-heading-2">MSFT And OpenAI Retail View</h2>Retail sentiment on Stocktwits was ‘bearish’ for MSFT and ‘bullish’ for OpenAI. Message volumes were ‘normal’ for both.&nbsp;MSFT stock eased about 2% on Tuesday and has lost 16% year-to-date.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/trump-s-pick-kevin-warsh-to-be-next-fed-head-clears-u-s-senate-hurdle/cZXXmuyReiD">Trump’s Pick Kevin Warsh To Be Next Fed Head, Clears US Senate Hurdle</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

The Microsoft logo appears on a smartphone screen with the OpenAI logo in the background. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Microsoft’s OpenAI Bet Pays Off With $30B Revenue Windfall In Two Years: Report

OpenAI has outpaced Microsoft in selling its AI models.

Memory Revenues to Nearly Triple in 2026: Semiconductor ETFs to Buy

 Semiconductor ETFs like SOXX offer broad exposure as AI-driven memory revenues are projected to nearly triple in 2026.

<ul class="summary-bullets"><li>Burry added that even if these parabolic rallies appear to have further upside, investors holding on are ultimately betting on their ability to exit at or near the peak.</li><li>He stated that the Nasdaq 100’s real price-to-earnings ratio is closer to 43x than the 30x Wall Street touts.</li><li>Burry also added that investors who have benefited from the massive run-up in high-momentum stocks should consider taking profits while gains remain elevated.</li></ul>Michael Burry on Monday reiterated his warning about a potential AI bubble, stating that he expects a complete reversal of the Nasdaq 100 index from its current levels.“The Big Short” investor stated in a Substack&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/home/post/p-197176852">post</a> that the Nasdaq 100 is currently trading at levels that are too good and too lucky to be real. “This, all of it, is the scene of the bloody car crash, minutes before it happens,” Burry said.He added that even if these parabolic rallies appear to have further upside, investors holding on are ultimately betting on their ability to exit at or near the peak.<h2 class="st-heading-2">Burry Warns History Is Repeating Itself</h2>Burry warned that history is repeating itself in the stock market and that it is not a good thing.“In the next two days, I will release a valuation exercise that seems to suggest almost no tech stock, not even bombed out software stocks, are inexpensive when held to strict accounting standards, more strict and more forensic in nature than GAAP,” he said.He also stated that the Nasdaq 100’s real price-to-earnings ratio is closer to 43x than the 30x Wall Street touts.Beyond stock-based compensation, he said investors should also account for issues tied to depreciation practices, construction-in-progress spending, M&amp;A expenses, capital leases, and other adjustments needed to determine true owner earnings rather than relying solely on GAAP net income.“In addition, there are the future write-downs, such as Nvidia’s growing contracts with TSMC, securing over one hundred billion dollars of capacity at TSMC. CSCO in 2001 and 2002 wrote down years of its best earnings when it had to write off the same types of contracts with its suppliers,” Burry said.<h2 class="st-heading-2">Burry Recommends Investors Take Profits</h2>Burry also added that investors who have benefited from the massive run-up in high-momentum stocks should consider taking profits while gains remain elevated.He cautioned that short selling is not suitable for most investors, noting that put options are expensive. The investor said that directly shorting stocks can still be highly painful in the current market environment.For most investors, however, he suggested reducing overall stock exposure, particularly to technology and high-momentum names experiencing parabolic rallies.“History tells us that even if the party goes on for another week, month, three months, or year, the resolution will be to much lower prices,” he added.<h2 class="st-heading-2">Burry Adds Nvidia Puts</h2>Burry stated&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-doubles-down-nvda-qqq-puts-ai-trade-dot-com-bubble/cZXbJmJRefp">last week</a> that he has added to his Nvidia January 2027 puts at a strike price of $115 and March 2027 puts at a strike price of $125.He also added to his QQQ puts for January 2027 at a strike price of $550, while loading up on SOXX short for January 2027 at a strike price of $330.The Invesco QQQ Trust (QQQ) is up 16% year-to-date, while the iShares Semiconductor ETF (SOXX) is up 73%.The Direxion Daily Semiconductor Bear 3X Shares ETF (SOXS) is down 87% during this period.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/aspi-stock-in-focus-race-non-russian-haleu-supply/cZXaEeKReh7">ASPI Stock Back In Focus Amid Race For Non-Russian HALEU Supply — Retail Points To Semiconductor Chip Opportunity</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Michael Burry attends the "The Big Short" New York premiere at Ziegfeld Theater on November 23, 2015 in New York City.

Michael Burry Warns Of A Complete Reversal Of Nasdaq 100: 'Scene Of The Bloody Car Crash, Minutes Before It Happens'

“The Big Short” investor stated in a Substack post that the Nasdaq 100 is currently trading at levels that are too good and too lucky to be real.

<ul class="summary-bullets"><li>MRAM stock has more than doubled since April 29, when the company announced its quarterly results and disclosed a $40 million defense contract win.</li><li>The overnight surge came amid strong momentum for semiconductor stocks.</li><li>Stocktwits sentiment from MRAM and HPAI jumped to ‘extremely bullish.’</li></ul>Small-cap stocks Everspin Technologies and Helport AI surged 45% in overnight trading heading into Monday, despite no company-specific news, underscoring how traders continue to pile into smaller, lesser-known AI-linked names in anticipation of upside.Everspin, which had a market capitalization of $632 million as of Friday, develops MRAM (magnetoresistive random access memory) chips, a specialized non-volatile memory used in data centers and industrial systems.&nbsp;<a href="https://stocktwits.com/symbol/MRAM">MRAM stock</a> has more than doubled since April 29, when the company announced its quarterly results and disclosed a $40-million defense contract win. First quarter revenue rose 13% to $14.9 million, while adjusted profit was $0.11 per&nbsp;share, beating estimates on both counts.The stock jumped 25% on Friday amid broader strength in the memory and semiconductor sectors, driven by AI data center demand, with investors hailing MRAM as an undiscovered gem.Helport AI￼ develops AI-powered customer communication and contact-center software for enterprises, with products focused on AI call assistance and BPO operations across sectors such as finance, insurance and e-commerce.&nbsp;Unlike MRAM, HPAI’s jump came after a&nbsp;prolonged weakness and appeared to be tied to speculative trading often seen in low-float stocks, which tend to experience sharp price swings.&nbsp;With the RSI dropping to approximately 22.9 (deeply oversold), buyers stepped in aggressively, and Friday's after-hours volume rose to nearly 7 million shares, about 40 times the daily average.&nbsp;No new fundamental announcements have emerged since the April 2026 partnership with Singaporean e-commerce company QuickCEP; the latest share move aligns with momentum trading typically seen in volatile small-cap stocks.<a href="https://stocktwits.com/symbol/HPAI">HPAI shares</a> dropped 33% last week and are down 76% year-to-date.&nbsp;<h2 class="st-heading-2">Retail’s View Turns Bullish</h2>On Stocktwits, retail sentiment for both MRAM and HPAI climbed sharply over the weekend and was ‘extremely bullish’ early Monday.&nbsp;“$MRAM similar sector but much lower market cap less than $1B as $MU $SNDK starting to move! Should perform similar pattern as MU SNDK and go parabolic given market value and locked up low float!”&nbsp;<a href="https://stocktwits.com/JoeAlerts/message/652902284">said</a> a trader.Another&nbsp;user advised adding the two, and Rackspace Technology (RXT) on&nbsp;watchlists, and said two more companies, Fluence Energy (FLNC) and Antelope Enterprise Holdings (AEHL), could run higher as well.“$HPAI – AH runner with no clear same-night confirmed release. Momentum/thin-float/scanner-driven AI setup, with traders watching volume, liquidity, and whether the enterprise AI/customer-service backdrop keeps attention active,”&nbsp;<a href="https://stocktwits.com/PaulLaurent/message/652903043">they</a> said.“$MRAM – AH runner with momentum building after recent strength. No clear fresh same-night catalyst, but traders are watching prior earnings momentum, semiconductor.”<stembedurl>https://stocktwits.com/PaulLaurent/message/652903043</stembedurl>The rallies come as AI-linked demand is driving&nbsp;substantial momentum in semiconductor stocks, particularly memory chips. And the&nbsp;<a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF (SOXX)</a> has gained 72% year to date, compared with an 8% rise in the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a>.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-investors-shrug-off-marvell-debacle-as-stock-notches-50-weekly-jump-retail-confidence-improves/cZX9MzOReWX">POET Investors Shrug Off Marvell Debacle As Stock Notches 50% Weekly Jump: Retail Confidence Improves</a>&nbsp;

Rising stock market chart on technology background. MRAM and HPAI stocks surged in overnight trading (Image source: Getty Images)

MRAM, HPAI: AI-linked Momentum Drives Two Specialty Small-Cap Plays Nearly 50% Higher Overnight

Traders continue piling into smaller, lesser-known names in anticipation of AI-linked upside.

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