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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio Inc. (IBRX) is experiencing significant bullish momentum driven by its innovative cancer treatment, Anktiva, following recent global regulatory advancements and ongoing clinical discussions, with many investors anticipating a potential short squeeze fueled by considerable short interest.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical (DRTS) is surging following its Japan PMDA marketing approval for Alpha DaRT and encouraging clinical updates for a second Glioblastoma (GBM) patient. The community is highly bullish, anticipating a significant breakout as institutional interest grows and the company transitions to global commercialization of its physics-based 'universal killer' cancer treatment.

DHT Holdings, Inc. engages in the operation of a fleet of crude oil tankers. It operates through its integrated management companies in Monaco, Singapore, and Oslo, Norway. The company was founded in 2005 and is headquartered in Hamilton, Bermuda.

DHT Holdings Inc

Surging VLCC spot rates and advantageous long-term charter agreements are fueling community excitement around DHT Holdings, widely regarded as a "profit machine" due to its 100% net income payout policy and low operational breakeven. Discussion centers on how global tariffs are creating a "tonne-mile explosion" and an undersupplied tanker market as trade routes lengthen and the "shadow fleet" faces disruption, positioning DHT for substantial returns.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending as community discussion explodes following Donald Trump's State of the Union address, with supporters hailing his speech while critics accuse him of delivering a 'clown show' full of lies, alongside renewed chatter around tariffs and ongoing Epstein claims.

Sigma Lithium Corp. engages in the producing of a lithium property. It focuses its project in Minas Gerais. The firm also plans to build a world-class commercial-scale lithium concentration plant. The company was founded on June 8, 2011 and is headquartered in Sao Paulo, Brazil.

Sigma Lithium Corporation

Sigma Lithium is trending after UBS significantly increased its lithium price outlook by 74%, fueling community discussions about an impending lithium deficit and potential short squeeze. This bullish sentiment is further supported by the company's sale of high-purity lithium fines at premium prices, consistent insider buying, and active efforts to counter inaccurate media reports.

Volatility Shares Trust - 2x Long VIX Futures ETF

Volatility Shares 2x Long VIX Futures ETF

UVIX is trending as the community keenly watches escalating tensions surrounding a potential conflict with Iran, driving speculation for a significant surge in market volatility. While many traders are positioning for an upside move, a strong counter-narrative highlights the ETF's inherent decay and the historical tendency of volatility spikes to fade quickly.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

Starknet is trending due to its relentless technical development, including new SDKs for Web2 integration, compliant institutional privacy solutions, and expanding BTCFi capabilities, alongside a surge in on-chain TradFi markets. The community points to its advanced ZK-STARKs, quantum-resistant design, and high developer activity as reasons why the network's long-term infrastructure value is currently being mispriced.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Tempe, AZ.

First Solar Inc

First Solar is seeing a significant pullback following 2026 sales guidance that underwhelmed analyst expectations, driven by concerns over tariffs and policy uncertainty. While many are expressing disappointment and shorting the stock, a segment of the community views the dip as a buying opportunity, citing FSLR's robust U.S. manufacturing and the burgeoning energy demand from AI data centers as long-term tailwinds.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending due to a significant stock drop sparked by concerns that Anthropic's Claude AI could disrupt its lucrative COBOL modernization and mainframe consulting services. The community is split, with some viewing it as an overreaction and a buying opportunity given IBM's own AI strategy and enterprise stickiness, while others fear a real threat to legacy businesses.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

Zcash is trending as its privacy features gain traction, highlighted by BitMEX co-founder Arthur Hayes including ZEC in his portfolio and the recent favorable conclusion of an SEC investigation. The community is actively discussing these catalysts alongside the launch of a new wallet by the original development team, fueling a renewed interest in privacy-focused cryptocurrencies.

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The logo of Nvidia is displayed on a smartphone screen. (Photo by Li Hongbo/VCG via Getty Images)

Nvidia Q4 Earnings Preview: Another Blowout Likely Loading, But Retail Traders Proceed With Caution

Nvidia’s data center revenue and its Q1 forecast will be closely watched, with analysts expecting a more muted spillover effect on the broader market this time around.

Equity

Should You Invest in the iShares Semiconductor ETF (SOXX)?

<ul class="summary-bullets"><li>Micron Technology had appealed two final decisions by the Patent Trial and Appeal Board, which concluded it had not demonstrated that certain patent claims were obvious and hence, not suitable to be patented.</li><li>As per earlier rulings, Micron Technology will be liable to pay $445 million in the patent infringement verdicts.</li><li>Micron had previously filed two separate patent challenges, alleging that Netlist’s memory technology was a variation of existing designs.</li></ul>The U.S. Court of Appeals for the Federal Circuit on Friday rejected Micron Technology Inc.’s (MU) appeal challenging a Netlist Inc. (NLST) memory module patent.Micron Technology had appealed two final decisions by the Patent Trial and Appeal Board, which concluded it had not demonstrated that certain patent claims were obvious and hence, not suitable to be patented.The Federal Circuit upheld the validity of the patents in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cafc.uscourts.gov/opinions-orders/24-1312.OPINION.2-20-2026_2650235.pdf">opinion</a>, saying Micron “failed to prove certain claims would have been unpatentable as obvious,” adding that the arguments from the computer memory manufacturer were “unpersuasive.”As per earlier rulings, Micron Technology will be liable to <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investing.com/news/company-news/court-upholds-445-million-jury-verdict-against-micron-in-netlist-patent-case-93CH-4103592">pay</a> $445 million in the patent infringement verdicts.Shares of NLST soared, ending 20% higher on Friday, while MU shares rose more than 2.5% at market-close.<h2 class="st-heading-2">What Were The Claims?</h2>Micron had previously filed two separate patent challenges, alleging that Netlist’s memory technology was a variation of existing designs. In one case, Micron said an earlier reference, an application known as Halbert, had already disclosed the same kind of data-speed relationship between parts of a memory system, arguing Netlist cannot be granted a patent for it.However, the Board determined that Micron could not convincingly show that Halbert “teaches that its ranks communicate data at the same rate at which data is communicated between the memory module and the memory controller.”In another case, Micron claimed that Netlist’s patent included the combination of two different features from an earlier design that a skilled artisan would have been motivated to combine. However, the Board rejected that claim on the grounds that Micron had failed to explain how an engineer would have made that combination.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NLST">NLST shares</a> jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volumes jumped from ‘normal’ to ‘high’ levels.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/MU">MU shares</a> remained in the ‘bearish’ territory over the past 24 hours, amid ‘low’ message levels.Shares of NLST have gained more than 65% in the past year, while shares of MU have surged more than 314% in the same time.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/conocophillips-reportedly-mulls-sale-of-permian-assets-for-2b/cZRN1FfR4xM">ConocoPhillips Reportedly Mulls Sale Of Permian Assets For $2B</a>

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

Netlist Bags Federal Circuit Win After Court Rejects Micron’s Patent Challenge

The U.S. Court of Appeals for the Federal Circuit upheld the validity of the patents in an opinion on Friday, saying Micron failed to prove unpatentability of Netlist’s memory modules. 

<ul class="summary-bullets"><li>The loan to Crusoe, arranged by Goldman Sachs, will be secured by AMD’s chips and related equipment.</li><li>As part of the deal, AMD has agreed to lease back the processors if Crusoe cannot secure sufficient demand from customers like AI developers, as per the report.&nbsp;</li><li>Nvidia is a key investor in Crusoe, having participated in its Series D funding round in 2024, and in its Series E round in October 2025.</li></ul>Advanced Micro Devices Inc. (AMD) is reportedly gearing up to guarantee up to a $300 million loan for artificial intelligence infrastructure startup Crusoe.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/amd-backstop-300-million-crusoe-loan-following-nvidia-playbook">report</a> from The Information, which cited people familiar with the matter, the deal will allow Crusoe to buy AMD’s AI chips and deploy them in a new Ohio data center.This is reminiscent of Nvidia Corp.'s (NVDA) financial play in Crusoe and other startups to boost sales.<h2 class="st-heading-2">Deal Details</h2>Crusoe will install AMD’s chips in an Ohio data center that 5C, a Canadian developer backed by Brookfield, is building, as per the report.As part of the deal, AMD has agreed to lease back the processors if Crusoe cannot secure sufficient demand from customers like AI developers. The loan to Crusoe, arranged by Goldman Sachs, will be secured by AMD’s chips and related equipment, the report said.AMD’s backstop will help Crusoe secure a lower rate of interest on the loan, at about 6%. Crusoe is expected to spend $4 billion a year over the next decade, The Information reported.<h2 class="st-heading-2">Crusoe-Nvidia Connection</h2>Crusoe partners with Nvidia to build, own, and operate high-performance data centers. Crusoe’s 1.2-gigawatt AI data center campus in Abilene, Texas, for the Stargate project, is designed to host thousands of Nvidia's GPUs.Meanwhile, Nvidia is also a key investor in the AI startup. The company participated in Crusoe’s $600 million Series D funding round in late 2024, and subsequently in its $1.375 billion Series E round in October 2025, which pushed Crusoe's valuation to over $10 billion.Crusoe is an AI infrastructure company that builds and operates energy-efficient data centres and a cloud platform for AI workloads. The company uses a vertically integrated model, including sourcing power, constructing AI-optimized facilities, and providing high-performance cloud services, to help companies train and run AI systems at scale.Apart from being an Nvidia-preferred partner, Crusoe also partners with OpenAI, and Oracle Corp. (ORCL).<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AMD">AMD shares</a> was in the ‘bearish’ territory over the past 24 hours amid ‘low’ message volumes.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA/">NVDA shares</a> was also in the ‘bearish’ territory over the past 24 hours amid ‘normal’ message volumes.Shares of AMD have gained more than 76% in the past year, while shares of NVDA have climbed more than 34% in the same time.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/figma-q4-results-beat-street-expectations-so-why-are-analysts-slashing-targets/cZRk5KmR4De">Figma Q4 Results Beat Street Expectations, So Why Are Analysts Slashing Targets?</a>

In this photo illustration, a AMD logo seen displayed on a smartphone screen. 

AMD Mirrors Nvidia Strategy With $300M Crusoe Backstop Deal: Report

 According to a report from The Information, which cited people familiar with the matter, the deal will allow Crusoe to buy AMD’s AI chips and deploy them in a new Ohio data center. 

<ul class="summary-bullets"><li>Morgan Stanley noted that ownership of large-cap tech has fallen to its lowest point in 17 years.</li><li>Analyst Erik Woodring said Nvidia’s gap between its S&amp;P 500 allocation and active fund ownership was 2.57%.</li><li>The firm stated that other tech giants, such as Apple, Microsoft, and Amazon.com, also lag.</li></ul>Morgan Stanley reportedly highlighted that mega-cap technology stocks are among the most under-owned names among institutional investors, with Nvidia Corp. (NVDA) emerging as the leader in this category.According to an Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investing.com/news/stock-market-news/this-is-the-most-underowned-megacap-tech-stock-according-to-morgan-stanley-4510558">report</a>, reviewing fourth-quarter 13F filings, Morgan Stanley noted that ownership of large-cap tech has fallen to its lowest point in 17 years, with the gap against the S&amp;P 500 benchmark widening to -155 basis points by quarter-end.<h2 class="st-heading-2">Nvidia Tops the Under-Owned List</h2>Morgan Stanley analyst Erik Woodring said Nvidia has the largest shortfall between its S&amp;P 500 allocation and active fund ownership, trailing by 2.57%, according to the report.&nbsp;Nvidia “remains the most under-owned large-cap tech stock,” said&nbsp;Woodring.&nbsp;Other tech giants like Apple Inc. (AAPL), Microsoft Corp. (MSFT), and Amazon.com Inc. (AMZN) also lag, with gaps of 2.16%, 2.13%, and 1.37%, respectively.<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> traded over 2% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock changed to ‘bearish’ from ‘extremely bearish’ territory the previous day. Message volume shifted to ‘normal’ from ‘low’ levels in 24 hours.&nbsp;Woodring highlighted a clear trend of funds favoring AI-related hardware and semiconductor companies over software stocks.&nbsp;<h2 class="st-heading-2">Meta Deepens Nvidia Partnership&nbsp;</h2>On Tuesday, Meta Platforms Inc. (META) announced a multi-year strategic partnership with Nvidia to ramp up its AI infrastructure and enhance performance across its global data centers.The collaboration will deploy Nvidia’s advanced GPUs, networking solutions, and software tools to optimize AI training and inference workloads.&nbsp;Big tech&nbsp;companies like Alphabet (GOOG, GOOGL), Microsoft, Meta, and Amazon.com are investing heavily to secure advantages in computing power and AI capabilities, thereby keeping Nvidia in a leading position for AI-related infrastructure.&nbsp;In early February, Ross Gerber, CEO and co-founder of Gerber Kawasaki Wealth and Investment Management, had indicated that the next three years will see fierce battles in hardware, as companies strive to establish dominant positions in AI technology.NVDA stock has gained over 32% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-mister-car-wash-stock-surge-pre-market-today/cZR0pwER4v5">Why Did Mister Car Wash Stock Surge 15% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The NVIDIA logo appears on a smartphone screen with a GeForce GPU in the background, illustrating branding and technology context.

Nvidia Leads Most Under-Owned Mega-Cap Tech Stocks, Says Morgan Stanley: Report

According to an Investing.com report, Morgan Stanley noted that Nvidia has the largest shortfall between its S&P 500 allocation and active fund ownership.

<ul class="summary-bullets"><li>Summit Insights expects technology shifts across AI, smartphones, PCs, and IoT to drive logic/foundry and DRAM investment in 2026.</li><li>KeyBanc maintained an ‘Overweight’ rating and raised the price target to $450 from $380.</li><li>Applied’s CEO, Gary Dickerson, expects the global semiconductor industry revenue to reach $1 trillion by 2026.</li></ul>Shares of Applied Materials Inc. (AMAT) surged over 11% in pre-market trading on Friday after a wave of bullish brokerage calls, driven by the company’s stronger-than-expected second-quarter earnings forecast and a record quarterly revenue from its dynamic random access memory (DRAM) segment.If pre-market gains hold through the opening bell, <a href="https://stocktwits.com/symbol/AMAT">AMAT shares</a> could climb to record highs.<h2 class="st-heading-2">Applied Materials Expects Q2 Earnings Growth</h2>Applied Materials expects second-quarter (Q2) revenue of about $7.65 billion, plus or minus $500 million, and well above the $7.02 billion that analysts had projected, according to Fiscal.ai data. In the same quarter last year, the company reported a revenue of $7.10 billion. The company also guided for earnings per share of $2.64, topping Street estimates of $2.28.For Q1, revenue slipped 2% to $7.01 billion but still beat expectations of $6.88 billion, while earnings came in at $2.38 per share, above the $2.21 forecast. DRAM revenue surged 34%.Meanwhile, President and CEO Gary Dickerson said on Thursday that he expects global semiconductor industry revenue to reach $1 trillion by 2026, several years earlier than previously forecast.<h2 class="st-heading-2">Summit Sees Applied And Broader Semicap Sector To Outperform This Year</h2>Summit Insights raised Applied Materials’ rating to ‘Buy’ from ‘Hold’, according to The Fly. The firm expects technology shifts across artificial intelligence, smartphones, PCs, and the Internet of Things (IoT) to drive logic/foundry and DRAM investment in 2026, with AI-driven wafer fabrication equipment demand potentially extending into early 2027.While some uncertainty remains around spending at mainstream nodes, the analyst believes Applied Materials’ strong presence in faster-growing markets could help both the company and the broader semiconductor capital equipment sector outperform chip peers in 2026.Meanwhile,&nbsp;KeyBanc maintained an ‘Overweight’ rating and raised the price target to $450 from $380, implying around 37% upside from Thursday’s closing price of $328.4. Analyst Steve Barger added that the main takeaway from the earnings was that AI has sparked a long-term growth cycle, giving the company an unusually strong visibility into future demand.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits flipped to ‘extremely bullish’ from ‘bearish’ a day earlier, amid ‘extremely high’ message volumes.<img src="https://news.stocktwits-cdn.com/AMAT_jpg_93d40c9233.webp" alt="AMAT.jpg">One bullish user expects the stock to surge to $500.<stembedurl>https://stocktwits.com/GiovanniMussi/message/644873065</stembedurl>The stock has gained nearly 37% so far in 2026.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/rivian-rivn-stock-surges-analyst-upgrades-q4-earnings/cZR5pRjR4sA">RIVN Stock Surges 20% Pre-Market On Upgrade: Analysts See Edge With Rivals ‘Slow-Walking’ EV Transition</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an Applied Materials, Inc logo seen displayed on a tablet.

AMAT Stock On Track To Open At An All-Time High –  This Analyst Sees A Potential 37% Upside For The Shares

Brokerages turned bullish after the company issued a stronger-than-expected second-quarter earnings outlook and reported record quarterly revenue from its DRAM segment.

<ul class="summary-bullets"><li>The company also forecast earnings per share of about $2.64, significantly higher than street estimates of $2.28.&nbsp;</li><li>Gary Dickerson, President and CEO of the company, said that the strong performance and future outlook are fueled by accelerating investments in AI computing.&nbsp;</li><li>The company’s CFO, Brice Hill, added that Applied Materials expects to grow its semiconductor equipment business by over 20% in the calendar year.</li></ul>Shares of Applied Materials Inc. (AMAT) rallied nearly 13% on Thursday after the company posted first-quarter (Q1) 2026 earnings results and outlook that beat Wall Street expectations.Gary Dickerson, President and CEO of the company, said that the strong performance and future outlook are fueled by accelerating investments in artificial intelligence computing.“The race to build out AI infrastructure is driving unprecedented spending on semiconductors, semiconductor manufacturing capacity and research and development,” Dickerson said in a call with analysts.He also said that he believes revenues in the global semiconductor industry are poised to hit $1 trillion in 2026, several years ahead of prior predictions. The company’s CFO, Brice Hill, added that Applied Materials expects to grow its semiconductor equipment business by over 20% in the calendar year, signaling that the second half will be higher.<h2 class="st-heading-2">Earnings Snapshot</h2>Although the company’s revenue declined 2% to $7.01 billion in the quarter, it came in higher than analysts’ expectations of $6.88 billion, according to data from Fiscal.ai. Applied Materials also posted earnings per share of $2.38, compared to street expectations of $2.21.Meanwhile, the largest American supplier of chipmaking gear, forecast revenues for the second-quarter (Q2) at about $7.65 billion, with a margin of $500 million on either side. Analysts had estimated about $7.02 billion on average, as per Fiscal.ai data.The company also forecast earnings per share of $2.64&nbsp;&nbsp;&nbsp;&nbsp;with a margin of $0.20 on either side, significantly higher than street estimates of $2.28.<h2 class="st-heading-2">Semiconductor Boost</h2>Management at Applied Materials said that the company’s upbeat outlook is driven primarily by accelerating AI infrastructure investment, which is reshaping semiconductor spending toward leading-edge logic, DRAM (especially high-bandwidth memory), and advanced packaging.In leading-edge logic, the transition to gate-all-around architectures is expanding its market opportunities. In memory, AI demand is boosting HBM, which requires three to four times more wafer starts per bit than standard DRAM and increasing stack heights. Advanced packaging, particularly HBM and 3D chiplet stacking, is among the company’s fastest-growing segments.Applied Materials also highlighted its number-one positions in key process technologies and added that it expects new product launches, including e-beam and deposition systems, to contribute meaningfully to growth.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AMAT">AMAT shares</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.One user praised the company’s earnings beat, adding that semiconductors are back.<stembedurl>https://stocktwits.com/RazorbackAJ/message/644864823</stembedurl>&nbsp;Another bullish user predicted the company’s shares would rise to $400 soon. Shares of AMAT were trading around $370.89 at the time of writing.<stembedurl>https://stocktwits.com/skyzhangty/message/644857360</stembedurl>&nbsp;AMAT stock has risen over 81% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/lunr-stock-is-reportedly-a-buy-at-deutsche-bank-despite-retail-doubt/cZRTrE5R4rq">LUNR Stock Is Reportedly A ‘Buy’ At Deutsche Bank Despite Retail Doubt — Here’s Why</a>

Applied Materials logo is displayed on a smartphone screen in front of a stock chart, on February 10, 2025, in Chongqing, China.

AMAT Shares Surge After-Hours On Blowout Earnings — CEO Says Global Semiconductor Industry Revenues To Hit $1T In 2026

Applied Materials forecast revenues for Q2 at about $7.65 billion, beating analyst expectations of $7.02 billion on average, as per Fiscal.ai data. 

<ul class="summary-bullets"><li>The order is tied to next-generation artificial intelligence chips destined for large-scale data centers.&nbsp;</li><li>The tools will be used to qualify and stress-test the new custom AI accelerator before it is deployed in data center environments.&nbsp;</li><li>Shipments of the systems, along with turnkey burn-in modules and chip-specific sockets, are slated for delivery in the summer of 2026.</li></ul>Aehr Test Systems (AEHR) announced on Wednesday that it has received a purchase order covering several of its Sonoma ultra-high-power package-level test and burn-in systems.The order is tied to next-generation artificial intelligence chips destined for large-scale data centers.&nbsp;<h2 class="st-heading-2">Initial Production Order</h2>The semiconductor equipment supplier said the win comes from its primary production customer and centers on burn-in testing for a more powerful AI processor designed for both training and inference workloads.The tools will be used to qualify and stress-test the new custom AI accelerator before it is deployed in data center environments. Shipments of the systems, along with turnkey burn-in modules and chip-specific sockets, are slated for delivery in the summer of 2026.Following the update,&nbsp;<a href="https://stocktwits.com/symbol/AEHR">AEHR stock</a> traded over 15% higher in Wednesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock shifted to ‘neutral’ from ‘bearish’ territory the previous day amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">Order Momentum</h2>Aehr described the buyer as a major hyperscale datacenter operator.&nbsp;<blockquote>“This customer’s current-generation AI processor is already ramping in volume production today, and they are forecasting a very large expansion of Sonoma system purchases for that device in the second half of calendar 2026 and continuing into 2027.”-Gayn Erickson, President and CEO, Aehr Test Systems</blockquote>Erickson added that the company expects future system orders to coincide with large-scale production of the new processor, thereby increasing its installed equipment and ongoing sales with this customer.AEHR stock has gained over 160% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/centrus-taps-fluor-for-major-ohio-uranium-expansion-amid-nuclear-fuel-push/cZb6QBwR4qZ">Centrus Taps Fluor For Major Ohio Uranium Expansion Amid Nuclear Fuel Push</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the AEHR Test Systems logo is displayed on a smartphone screen, on April 6, 2025, in Chongqing, China. 

AEHR Stock Surged 15% Pre-Market Today — What’s Fueling The Rally?  

The company has bagged a purchase order for its Sonoma ultra-high-power package-level test and burn-in systems.

Traders work on the floor of the New York Stock Exchange.

WDC, SNDK, STX Stocks Lead Memory Chip Dip Despite Soaring Prices: Is AI Rally Stalling?

Western Digital shares declined 8.2% on Tuesday, while Seagate shares dropped 6.8% and Micron shares dropped 2.7%.

<ul class="summary-bullets"><li>The company posted Q4 revenues of $1.53 billion, in line with street expectations, based on data from Fiscal.ai.</li><li>The company posted diluted earnings per share of $0.64, higher than street expectations of $0.62.</li><li>In an earnings call with investors, ON Semiconductor said that artificial intelligence data centers are emerging as a key growth driver for the company.</li></ul>Shares of ON Semiconductor Corp. (ON) declined nearly 6% after-hours on Monday after the company reported fourth-quarter (Q4) 2025 results and projected guidance for the upcoming quarter largely in line with expectations.ON Semiconductor posted Q4 revenues of $1.53 billion, about 11% lower than the same period last year, but in line with street expectations, based on data from 29 analysts on Fiscal.ai.The company posted diluted earnings per share of $0.64, marginally higher than street expectations of $0.62, as per Fiscal.ai data.<h2 class="st-heading-2">2025 Highlights</h2>In 2025, ON Semiconductor reported cash from operations of $1.8 billion and free cash flow of $1.4 billion, achieving a record-high free cash flow margin of 24%.In Q4, the company also announced a new share repurchase program of up to $6 billion over the next three years.“We remained disciplined in our execution and met expectations in the fourth quarter as we saw increasing signs of stabilization in our key markets,” said Hassane El-Khoury, President and CEO at the company.“We continue to invest in intelligent power and sensing technologies that position us to win in the most critical technology transitions shaping our industry," El-Khoury added.<h2 class="st-heading-2">AI Data Centers</h2>In an earnings call with investors, ON Semiconductor said that artificial intelligence data centers are emerging as a key growth driver from the company, after having generated more than $250 million in revenue in 2025 amid accelerating demand for AI compute infrastructure.The management also added that AI was one of the fastest-scaling growing opportunities for the company due to strong customer interest in higher-voltage power architectures and rising design activity.“AI data center is increasingly becoming a meaningful growth engine for the company,” El-Khoury said to investors.<h2 class="st-heading-2">Q1 2026 Guidance</h2>Meanwhile, the semiconductor company projected revenues between $1.435 billion and $1.535 billion for the first quarter of 2026, with the midpoint of $1.49 billion of the estimate coming in lower than street expectations of $1.5 billion.The company also said it estimates EPS for the upcoming quarter to be between $0.56 and $0.66 per share, with the mid-point coming in line with street estimates of $0.61 per share.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ON">ON shares</a> jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.Shares of ON have climbed over 38% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/what-is-benchmark-outlook-on-pagaya-after-its-q4-results/cZbvaqlR4oo">What Is Benchmark’s Outlook On Pagaya After Its Q4 Results?</a>

In this photo illustration, the Onsemi (ON Semiconductor Corporation) logo is seen on a smartphone and in the background. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Why Are ON Shares Falling After-Hours Today?

ON Semiconductor Corp. projected revenues between $1.435 billion to $1.535 billion for the first quarter of 2026, with the midpoint coming in lower than street expectations of $1.5 billion. 

BlackRock Institutional Trust Company N.A. - iShares Semiconductor ETF

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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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