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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA ($NVDA) is trending as it flirts with a $5 trillion valuation, fueled by optimism surrounding AI chip demand and potential breakthroughs in trade talks with China regarding Blackwell chip sales. The community is actively discussing its rich valuation. Several analysts are raising price targets, while others suggest a possible short-term pullback.

Tonix Pharmaceuticals Holding Corp. is a clinical-stage biopharmaceutical company, which focuses on the discovery, acquisition, and development of small molecules and biologics to treat and prevent human disease and alleviate suffering. Its portfolio includes TNX-102 SL, TNX-601, TNX-801, and TNX-1800. The company was founded by Seth Lederman and Donald W. Landry on November 16, 2007 and is headquartered in Chatham, NJ.

Tonix Pharmaceuticals Holding Corp

TNXP is trending as the community discusses the company's transition from a binary risk biotech to an operational, revenue-generating business with its newly approved fibromyalgia drug, Tonmya.  Traders are highlighting the potential for significant upside due to a tight float, rising institutional ownership, and a launch that could catalyze a valuation rerate.  The focus is shifting towards execution, launch metrics, and potential acquisition as TNXP positions itself as a first-mover in a category reset.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

FI is trending due to a significant stock drop following disappointing earnings and lowered guidance, prompting discussions about whether it's oversold or a value trap. The community is actively debating dip-buying strategies and the potential for a rebound, while also scrutinizing unusual options activity and leadership changes. Some are pointing to sector-wide concerns impacting fintech companies.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy ($BE) is trending following strong earnings and a major $5B AI infrastructure partnership with Brookfield, fueling speculation it could be the next Nvidia of clean energy; however, some community members are concerned about the high valuation. The community is actively discussing the potential for a short squeeze and the company's ability to capitalize on the increasing energy demands of AI data centers. Also being watched is how demand from energy and utility sites plays out in coming quarters.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending as investors digest recent earnings news, including a significant charge related to the 777X program and positive free cash flow, a first since 2023. Community discussions revolve around the company's path to profitability, the impact of ongoing strike, and potential catalysts like a trade deal with China. Some traders express concerns about execution risks, while others remain optimistic about Boeing's backlog and long-term potential within the aerospace sector.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending amid a new partnership with Nvidia, sparking excitement about the company's role in AI and potential for increased efficiency in enterprise systems. The community is focused on potential price targets and the impact of the partnership on Palantir's growth trajectory, while some debate the stock's high valuation. Optimism is fueled by expectations for upcoming earnings and the belief that the AI sector has room to run.

Stride, Inc. is a technology-based educational company, which engages in the provision of proprietary and third-party curriculum, software systems and educational services. It also offers online curriculum and career services to middle and high school students, under the Destinations Career Academy brand name. The company was founded by Ronald J. Packard in 2000 and is headquartered in Reston, VA.

Stride Inc

LRN is trending due to a significant stock drop following earnings, with community discussion focused on the reasons behind the plunge and whether the market reaction was an overreaction. The company rollout hit snags, and they are pausing growth. Some investors are seeing this dip as a buying opportunity, while others express concerns and are taking a 'wait and see' approach.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal ($PYPL) is trending as investors weigh its AI partnership with OpenAI and a newly initiated dividend against persistent concerns about competition and consumer spending. While some view the stock as undervalued with promising growth potential, others express frustration with its historical performance and question its ability to sustain gains. Community sentiment is mixed, with some seeing a buying opportunity amid analyst upgrades, and others remaining skeptical.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Energy and Transportation, Financial Products, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Energy and Transportation segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The Financial Products segment provides financing alternatives to customers and dealers for Caterpillar products and services, as well as financing for power generation facilities. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925 and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar is trending amidst discussions about its robust earnings, with some community members suggesting that the company's growth is potentially overvalued while others point to lasting demand from infrastructure, energy, and AI-driven projects. Community members are debating whether the stock's recent performance justifies its valuation, with some even speculating about a potential stock split.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe ($ADBE) is trending as investors discuss its potential in the creative AI space following the annual MAX user conference, where analysts highlighted the company's expanding role and AI feature expansion. While some community members express concerns about AI's impact on designer jobs, others see Adobe as oversold and poised for a rebound, with technical analysis suggesting a potential buying opportunity around certain support levels.

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<ul class="summary-bullets"><li>Nvidia announced $500 billion in AI chip orders and plans seven supercomputers for the U.S. government at GTC 2025.</li><li>Analysts at UBS, Melius Research, DA Davidson, and Bank of America raised price targets citing strong AI demand and partnerships.</li><li>Market attention also focused on U.S.-China AI chip tensions, with Trump set to discuss Nvidia’s Blackwell chips with Xi Jinping on Thursday.</li></ul>Nvidia (NVDA) shares rose to an all-time high of $211.63 as markets opened on Wednesday and the company became the first to reach a $5 trillion market capitalization.The surge in&nbsp;<a href="http://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> comes after the company announced $500 billion in AI chip orders and plans to build seven supercomputers for the U.S. government. It was the top trending ticker on Stocktwits at the time of writing. Retail sentiment around the AI bellwether surged to ‘extremely bullish’ from ‘bullish’ territory, with chatter rising to ‘extremely high’ from ‘normal’ levels over the past day.&nbsp;Multiple analysts on Wall Street have hiked their price targets on Nvidia’s stock after the slew of announcements made by the company at its annual GPU Technology Conference (GTC) in Washington on Tuesday.<h2 class="st-heading-2">Wall Street Becomes More Bullish On Nvidia</h2>Bank of America, UBS, Melius Research, and DA Davidson all increased their price targets on Nvidia’s stock on Wednesday, according to TheFly. UBS analyst Timothy Arcuri raised his price target to $235 from $205, while maintaining a ‘Buy’ rating on the shares. He noted Nvidia’s commentary suggests Street estimates remain too low ahead of earnings in three weeks.DA Davidson increased its target to $250 from $210, citing Nvidia’s leadership across quantum computing, telecommunications, and AI. Meanwhile, Bank of America raised its target to $275 from $235, describing management visibility through 2026 as “very positive.”Melius Research had the most bullish target among its peers. It raised its target on Nvidia’s stock to $300 from $275, projecting potential revenues exceeding $800 billion by decade-end.According to Koyfin data, the average price target on Nvidia’s shares is $221.69, which represents a potential upside of 5.2% from current levels. The stock has gained 54% this year and around 50% over the past 12 months.<h2 class="st-heading-2">Trump To Discuss Nvidia With Chinese President</h2>The bullish momentum coincides with U.S. President Donald Trump’s visit to South Korea, where he is scheduled to meet Nvidia CEO Jensen Huang. Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/trump-says-may-speak-chinas-xi-about-nvidias-super-duper-blackwell-chip-2025-10-29/">reported</a> that Trump plans to discuss Nvidia’s Blackwell AI chips with Chinese President Xi Jinping amid ongoing U.S. restrictions on AI chip sales to China, which previously accounted for 13% of Nvidia’s revenue.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-slips-ahead-of-fed-rate-cut-decision-ethereum-dogecoin-lead-declines/cLGZmVzR3w2">Bitcoin Slips Ahead Of Fed Rate Cut Decision — Ethereum, Dogecoin Lead Declines</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia President and CEO Jensen Huang speaks to the media during the Nvidia GTC at the Walter E. Washington Convention Center on October 28, 2025 in Washington, DC. (Photo by Anna Moneymaker/Getty Images)

Nvidia Becomes First $5 Trillion Company – Wall Street Turns Ultra-Bullish After $500 Billion AI Chip Orders 

Analysts at UBS, Melius Research, DA Davidson, and Bank of America raised price targets, citing strong AI demand and partnerships. 

Equity

Analysts at UBS, Melius Research, DA Davidson, and Bank of America raised price targets, citing strong AI demand and partnerships. 



<ul class="summary-bullets"><li>The Q3 growth was driven primarily by System-on-a-Chip solutions for AI applications and strong performance in memory.</li><li>Teradyne said Sanjay Mehta, who has served as CFO since 2019, will step down and be replaced by Michelle Turner, effective Nov. 3.</li><li>Teradyne stock has gained 15% year-to-date.&nbsp;</li></ul>Teradayne, Inc.’s (TER) stock jumped nearly 22% in Tuesday’s extended trading after the semiconductor testing solutions company reported a quarterly beat and issued a strong outlook, citing strong artificial intelligence (AI)-related demand in compute and memory.If the after-hours buoyancy carries over into Wednesday’s session,&nbsp;<a href="https://stocktwits.com/symbol/TER">Teradyne stock</a> is on track to record its best day ever.<h2 class="st-heading-2">Teradayne’s Q3 Earnings Snapshot</h2>North Reading, Massachusetts-based Teradyne attributed its better-than-expected third-quarter fiscal year 2025 results to substantial chip-testing revenue. CEO Greg Smith said, “Our Semiconductor Test Group delivered third quarter sales that exceeded expectations, driving company sales and profit to the high end of our Q3 guidance range.”“Growth was driven primarily by System-on-a-Chip (SOC) solutions for artificial intelligence applications and strong performance in memory.”Here’s how the headline numbers compare to the consensus:- Revenue: $769&nbsp;million (up 4% YoY) Vs. $743.85&nbsp;million consensus (Fiscal.ai-compiled)-Adjusted earnings per share (EPS): $0.85 Vs. $0.79<h2 class="st-heading-2">Teradyne’s Q4 Outlook</h2>Looking ahead, Smith signaled robust AI-related test demand across compute, networking and memory segments in the fourth quarter. The company forecast fourth-quarter revenue of $920 million to $1 billion, marking a 25% year-over-year (YOY) growth and a 27% sequential increase. It also expects adjusted EPS of $1.20 to $1.46, excluding amortization of acquired intangible assets and amortization of the company’s investment in Technoprobe, as well as the related tax impact.The guidance exceeds the consensus estimates, which call for revenue of $816.64 million and adjusted EPS of $1.02.<h2 class="st-heading-2">What Retail Says About Teradyne’s Results</h2>On Stocktwits, retail sentiment toward Teradyne stock improved to ‘extremely bullish’ as of late Tuesday, from ‘bullish’ a day earlier. The message volume on the Teradyne stream over the 24 hours leading up to late Tuesday jumped 3,700%.A bullish user said they added the Teradyne stock to the ‘longs’ list as they predicted a breakout following a long period of consolidation.<stembedurl>https://stocktwits.com/followtrendm/message/630924372</stembedurl>Another user expected the stock to hit $200 soon. It ended Tuesday’s session down 2.12% at $144.38.<stembedurl>https://stocktwits.com/onlythebestcompanies/message/634073904</stembedurl><h2 class="st-heading-2">CFO Transition</h2>Separately, Teradyne said Sanjay Mehta, who has served as CFO since 2019, will step down and be replaced by Michelle Turner, effective Nov. 3. Mehta will remain as an executive advisor to support capacity expansion driven by semiconductor testing demand before retiring in 2026.Teradyne stock has gained 15% year-to-date. The average price target for the stock is $143.81, according to Koyfin, implying downside potential of 0.40%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-mania-deepens-wedbush-calls-its-chips-new-oil-after-500-b-ai-backlog/cLGZ4MYR3vW">Nvidia Mania Deepens: Wedbush Calls Its Chips The ‘New Oil’ As $500B AI Backlog Fuels Bulls</a>

Teradyne built a sprawling campus in North Reading that has lots of amenities for employees. (Photo by Dina Rudick/The Boston Globe via Getty Images)

Teradyne Stock Soars After-hours As AI Demand Spurs Q3 Beat, CFO To Step Down

The Q3 growth was driven primarily by System-on-a-Chip solutions for AI applications and strong performance in memory.

<ul class="summary-bullets"><li>Wedbush’s Daniel Ives says Nvidia’s GPUs remain a critical part of the tech ecosystem.</li><li>According to Gene Munster, there is likely at least 15% revenue upside for Nvidia relative to the consensus over the next five quarters.</li><li>Retail traders have already set their sights on the $300 mark for the stock.</li></ul>Artificial intelligence (AI) chipmaker Nvidia Corp.’s (NVDA) stock climbed nearly 5% on Tuesday, going past the $200 threshold for the first time, following CEO Jensen Huang’s keynote at the Washington leg of the company’s GTC conference.Thanks to&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s</a> recent momentum, the company’s valuation is fast approaching $5 trillion.&nbsp;<h2 class="st-heading-2">Wedbush Details GTC Takeaways</h2>Following the event, Wedbush analyst Daniel Ives said, despite the rising rivalry from AMD and Qualcomm, “Nvidia's chips remain the new oil or gold in this world for the tech ecosystem, as there is only one chip in the world fueling this AI Revolution...and it's Nvidia.”Calling Huang the “Godfather of artificial intelligence (AI),” Ives said his announcements across AI, robotics, quantum, and telecommunications, along with his commentary that the company is entirely focused on advancing the future of AI, underscore that Nvidia’s GPUs remain a critical part of the tech ecosystem.The analyst noted that the company announced Grace Blackwell NVL72 (GB200 NVL72) as it focuses on “optimizing its infrastructure into one giant rack through extreme codesign to meet the growing number of AI applications and provide greater value with 10x performance per dollar, 10x performance per watt, 10x throughput and 10x revenue per GPU at 10x lower cost.”Nvidia also disclosed at the conference that it has $500 billion in Blackwell and Rubin revenue backlog through 2026, based on expectations for 20 million GPU sales, Ives said, adding that this is 10 times the lifetime value of the previous Hopper architecture. Rubin will be in production at this time next year, he noted.&nbsp;The analyst also mentioned the launch of “Omniverse DSX Blueprint for Gigascale AI factory buildouts by providing a comprehensive blueprint for designing and operating these facilities to maximize throughput.”Among the other announcements by Huang are an updated version of Blackwell, an updated quantum computing platform, and updates to its compute platform, robotics, and more, Ives said.<h2 class="st-heading-2">More Analysts Chime In</h2>Cantor Fitzgerald said it maintained an ‘Overweight’ rating and $300 price target for Nvidia stock, noting the company’s new partnerships for AI infrastructure and Physical AI, and the Department of Energy (DoE) partnership to build seven new supercomputers, among others, the Fly reported. The firm's analysts believe the estimates for Nvidia are “way too low.” Notwithstanding AI bubble concerns, Nvidia is “too inexpensive to ignore,” given its stock trades at only 21 times Cantor’s updated earnings per share (EPS) upside of $9-$10.Deepwater Asset Management’s Gene Munster said Huang’s comments on a $500 billion backlog through 2026 signal 15% revenue upside for Nvidia over the next five quarters. This excluded any incremental revenue contribution from China. Munster’s 15% growth estimate assumes that capacity is available and $41 billion contribution from the networking business.Munster expects the upside to grow as Nvidia continues selling, but flagged supply as a critical factor. “If they can make them, it sounds like they're on track to beat the current Street numbers for CY26 by more than 20%; If they don't make enough, that's good news for CY27,” he added.<h2 class="st-heading-2">What’s Retail Is Feeling About Nvidia’s GTC</h2>On Stocktwits, Nvidia was the top trending equity ticker by late Tuesday, and the optimism&nbsp;has spilled over to other companies in the AI supply chain, including Oracle (ORCL), TSMC (TSM) and Super Micro Computer (SMCI).Retail sentiment toward Nvidia improved to ‘extremely bullish’ by late Tuesday, from ‘bullish’ the day before, and the retail chatter increased to an ‘extremely high’ level. The message volume over the 24 hours leading up to late Tuesday spiked by 3,420%.A bullish user noted that Nvidia stock isn’t expensive and said $300 could be in the cards next year.<stembedurl>https://stocktwits.com/moonstocks777/message/634082419</stembedurl>Another user predicted a stock move to $210-$215 on Wednesday.<stembedurl>https://stocktwits.com/I_spy/message/634080667</stembedurl>For the year-to-date period, Nvidia stock has soared about 50%, outperforming the broader market, the tech sector, and the semiconductor industry.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-uber-partner-to-roll-out-100-000-robotaxis-starting-2027/cLGjoRER3vf">Nvidia, Uber Partner To Roll Out 100,000 Robotaxis Starting 2027</a>

Nvidia President and CEO Jensen Huang speaks to the media during the Nvidia GTC (GPU Technology Conference) at the Walter E. Washington Convention Center on October 28, 2025. 

Nvidia Mania Deepens: Wedbush Calls Its Chips The ‘New Oil’ As $500B AI Backlog Fuels Bulls

According to Gene Munster, there is likely at least 15% revenue upside for Nvidia relative to the consensus over the next five quarters.

<ul class="summary-bullets"><li>The partnership will target the deployment of 100,000 robotaxis by 2027.</li><li>The alliance uses Nvidia’s DRIVE AGX Hyperion 10 platform to power fully self-driving vehicles.</li><li>Automakers, including Stellantis, Lucid, and Mercedes-Benz, are integrating Nvidia’s Level 4 technologies.</li></ul>Nvidia Corp. (NVDA) on Tuesday announced a new partnership with Uber Technologies Inc. (UBER) to build the world’s largest Level 4 autonomous mobility network.&nbsp;The partnership will use Nvidia’s next-generation DRIVE AGX Hyperion 10 platform and DRIVE AV software to scale Uber’s network to as many as 100,000 robotaxis worldwide, beginning in 2027.<h2 class="st-heading-2">Expanding Level 4 Autonomy</h2>The project will integrate Nvidia’s advanced computing systems and sensors to make vehicles “Level 4-ready”, capable of full self-driving (FSD) in most environments without human oversight.&nbsp;The companies are also building a data-processing factory powered by the NVIDIA Cosmos world foundation model platform to curate massive datasets needed for autonomous driving development.<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> traded over 3% higher on Tuesday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:934/108;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_28_141503_png_badc19fdaf.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 02:00 p.m. ET on Oct. 28, 2025 | Source: Stocktwits" width="934" height="108"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 02:00 p.m. ET on Oct. 28, 2025 | Source: Stocktwits</figcaption></figure>The DRIVE AGX Hyperion 10 platform combines Nvidia’s Blackwell GPU architecture with a multimodal sensor suite of cameras, lidar, radar, and ultrasonics.&nbsp;<blockquote>“Together with Uber, we’re creating a framework for the entire industry to deploy autonomous fleets at scale, powered by NVIDIA AI infrastructure. What was once science fiction is fast becoming an everyday reality.”— Jensen Huang, co-founder and CEO, Nvidia</blockquote><h2 class="st-heading-2">Automakers Join AI-Driven Mobility Push</h2>Several major automakers and partners, including Stellantis N.V. (STLA), Lucid Group Inc.(LCID), and Mercedes-Benz Group, are already integrating Nvidia’s technology into their Level 4 platforms.&nbsp;Nvidia’s new Halos AI Systems Inspection Lab aims to establish rigorous testing and certification benchmarks for autonomous systems.Nvidia’s stock has gained over 41% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/two-seas-capital-warns-against-core-weave-acquisition-again/cLGjZ4aR3vR">Two Seas Capital Warns Against CoreWeave Acquisition Again</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A laptop keyboard and Nvidia logo displayed on a phone screen are seen in this illustration photo taken in Krakow, Poland, on October 7, 2025. 

Nvidia, Uber Partner To Roll Out 100,000 Robotaxis Starting 2027

The partnership will target the deployment of 100,000 robotaxis by 2027.

<ul class="summary-bullets"><li>Nokia said it will issue about 166 million new shares to Nvidia at a price of $6.01 each.&nbsp;</li><li>The Finnish telecom equipment maker said proceeds from Nvidia’s investment will be used to accelerate development of its 5G and 6G radio access network software.</li><li>It stated that the goal of the strategic partnership was to become a key supplier of connectivity solutions for the “AI supercycle.”</li></ul>Nvidia (NVDA) announced on Tuesday that it will make a $1 billion equity investment in Nokia (NOK), acquiring a 2.9% stake in the Finnish telecom equipment maker.<a href="http://stocktwits.com/symbol/NOK">NOK’s stock</a> jumped nearly 18% after the news and was among the top trending tickers on Stocktwits. Retail sentiment around the shares surged within the ‘extremely bullish’ zone, accompanied by chatter at ‘extremely high’ levels.Meanwhile,&nbsp;<a href="http://stocktwits.com/symbol/NVDA">NVDA’s stock</a> rose 1.1% and was also among the top trending tickers on Stocktwits. CEO Jensen Huang also delivered a keynote speech at the company’s annual GTC conference, where he announced that the company would be partnering with the Department of Energy to build seven new AI supercomputers.Nokia said it will issue about 166 million new shares to Nvidia at a price of $6.01 each. These shares will be delivered in the form of American Depositary Shares and are expected to be listed on Nasdaq Helsinki, Euronext Paris, and the New York Stock Exchange once registered.<h2 class="st-heading-2">Nokia’s AI Networking Push</h2>Nokia said proceeds from Nvidia’s investment will be used to accelerate development of its 5G and 6G radio access network (RAN) software and strengthen its position in AI and cloud infrastructure. The company plans to allocate part of the capital to broader corporate initiatives aligned with its goal of becoming a key supplier of connectivity solutions for the “AI supercycle.”As part of the agreement, Nokia and Nvidia will collaborate on AI networking technologies and explore ways to integrate Nokia’s data center switching and optical networking systems into Nvidia’s expanding AI infrastructure.&nbsp;Nokia, traditionally known for selling mobile network parts, has been pushing into data centers. In the third quarter (Q3), the company attributed a lot of its growth to revenue coming from AI, cloud, and data center clients. The key growth drivers helped the company beat earnings expectations and lift guidance.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-holds-near-114-k-ahead-of-fed-rate-decision-sol-xrp-edge-higher/cLGjgObR3H9">Bitcoin Holds Near $114K Ahead of Fed Rate Decision — SOL, XRP Edge Higher</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A logo sits illuminated at the Nokia booth at Mobile Congress 2025 on March 06, 2025 in Barcelona, Spain. (Photo by Eric Alonso/Getty Images)

Nokia Shares Surge After Nvidia Announces $1 Billion Investment For Nearly 3% Stake

Nokia said it will issue about 166 million new shares to Nvidia at a price of $6.01 each. 

<ul class="summary-bullets"><li>Intel CEO Lip-Bu Tan said he took charge to “refocus” the company’s engineering and foundry operations.</li><li>The semiconductor major’s Q3 earnings last week beat expectations.</li><li>Retail sentiment on Stocktwits remains bullish; Intel shares have surged 95% year to date.</li></ul>Intel’s new Chief Executive Officer, Lip-Bu Tan, is sharpening focus on the chipmaker’s engineering and foundry operations to reclaim its dominance in the semiconductor market. Tan said that he accepted the role to “refocus” the company’s operations.<a href="https://stocktwits.com/symbol/INTC">Intel stock</a> (INTC) edged 0.13% lower in pre-market hours on Tuesday, just shy of its 52-week high of $41.12.&nbsp; According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-28/intel-ceo-says-he-joined-to-refocus-chip-giant-on-ai-foundry">report</a>, Tan said the firm had grown weighed down by “too many layers of management,” which he believes contributed to its slide.&nbsp;He joined Intel as the CEO in March this year. Speaking at the Future Investment Initiative (FII) in Riyadh, he is said to have reiterated the emphasis on shifting toward the segment that manufactures chips for third-party customers and a stronger focus on AI-related output for the company.<h2 class="st-heading-2">Strong Q3 Earnings Print</h2>The California-based semiconductor manufacturer posted a stronger-than-expected earnings last week, with revenues rising 3% year-over-year (YoY). The earnings showed a renewed momentum in both its core PC and data center businesses. It was Intel’s first earnings report since the U.S. government became the company’s top shareholder in August with a 10% stake.Some brokerage firms have been positive on this chipmaker, with HSBC raising its 12-month target to $26 and BNP Paribas revising its estimate to $30, citing improved fundamentals.&nbsp;<h2 class="st-heading-2">What Is Retail Thinking?</h2>Data on Stocktwits showed that retail sentiment tempered to bullish as of early Tuesday from ‘extremely bullish,’ amid ‘high’ message volumes.&nbsp;<figure class="image"><img style="aspect-ratio:624/80;" src="data:image/png;base64,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" width="624" height="80"><figcaption>Intel sentiment and message volume as of 5:15 am ET, Oct 28. | source: Stocktwits</figcaption></figure>Intel shares have surged 95% year-to-date (YTD).&nbsp;Read Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-jensen-huang-keynote-gtc-washington-what-to-expect/cLGjJqoR3u6">What To Expect From Nvidia CEO Jensen Huang’s GTC Washington Keynote</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Photographer: Alex Wroblewski/Bloomberg via Getty Images

Intel’s Comeback Blueprint: New CEO Reportedly Aims To Shift Focus To Foundry, AI 

Intel CEO Lip-Bu Tan said he took charge to “refocus” the company’s engineering and foundry operations.

<ul class="summary-bullets"><li>Nvidia CEO Jensen Huang will deliver a keynote at the GTC Washington conference today.</li><li>Investors are eyeing updates on Nvidia’s Blackwell architecture and AI partnerships.</li><li>Chipmakers are contending with rising competition in the generative AI space, even as trade tensions between the US and China remain an overhang on the U.S. companies.</li></ul>Nvidia (NVDA) shares will be in focus on Tuesday as investors await&nbsp;CEO Jensen Huang’s much-anticipated keynote address at the GTC Washington conference later today.&nbsp;Huang is scheduled to deliver the keynote on October 28 at 12 p.m. ET. In premarket action,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> was down 0.33% after gaining about 5% in the last five sessions. Meanwhile, the&nbsp;Nasdaq 100 futures held steady.&nbsp;The event, positioned as one of its significant platforms for showcasing artificial intelligence (AI) and accelerated computing innovations, could set the tone for the semiconductor sector ahead of the company’s next earnings report.<h2 class="st-heading-2">Keynote Address: What To Expect?</h2>Huang’s keynote is likely to focus on the developments in Nvidia’s Blackwell architecture and new partnerships across cloud computing and automotive AI. The street is also watching for any updates on Nvidia’s expanding software ecosystem and how the company plans to scale its chip production. According to a UBS analyst, the company is&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investing.com/news/stock-market-news/nvidia-gtc-event-heres-what-to-expect-from-jensens-keynote-on-tuesday-4310883">expected</a> to throw light on developments in data processing and artificial intelligence, Investing.com reported.<h2 class="st-heading-2">Rising Competition In Generative AI Market</h2>On Monday, Qualcomm (QCOM) launched its new AI accelerator chips, entering the generative AI market to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/qcom-stock-jumps-after-company-launches-ai-chips-to-take-on-amd-nvidia/cLG0OGnR3M6">compete</a> with Nvidia and Advanced Micro Devices (AMD).&nbsp;Nvidia is currently a market leader, with its GPUs accounting for over 90% of the AI accelerator sector. Its chips have been instrumental in developing and training OpenAI’s GPT models, which are the foundation of ChatGPT.Huang’s keynote address comes at a time when the trade dynamics between the US and China weigh on chipmakers. US President Donald Trump and Chinese President Xi Jinping are scheduled to meet on Thursday in South Korea during the Asia-Pacific Economic Cooperation summit, where they are likely to finalize a preliminary agreement, announced Sunday by U.S. and Chinese negotiators.<h2 class="st-heading-2">What Is Retail Thinking?</h2>Data on Stocktwits showed that retail sentiment is ‘bullish’ on the counter. It was ‘neutral’ last week.<figure class="image"><img style="aspect-ratio:624/96;" src="data:image/png;base64,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" width="624" height="96"><figcaption>NVIDIA sentiment and message volume as of 4:00 am ET, Oct 28. | source: Stocktwits</figcaption></figure>Nvidia shares have surged nearly 40% year-to-date (YTD).&nbsp;Read Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-to-offer-chat-gpt-go-for-free-in-india-for-a-year/cLGjJbkR3uC">OpenAI To Offer ChatGPT Go For Free In India For A Year</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Chief executive officer of Nvidia Corp., Jensen Huang attends the 9th edition of the VivaTech trade show at the Parc des Expositions de la Porte de Versailles on June 11, 2025, in Paris. (Photo by Chesnot/Getty Images)

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<ul class="summary-bullets"><li>NXP's revenue dipped 2% YoY, but exceeded the midpoint of the guidance slightly.</li><li>The automotive end market reported sequential revenue growth of 6%.</li><li>Rafael Sotomayor, who is set to take over as CEO on Tuesday, said, “Our outlook reflects the strength of our company-specific growth drivers and signs of a cyclical recovery.”</li></ul>Dutch semiconductor NXP Semiconductors N.V. (NXPI) reported third-quarter results after the market closed that aligned with guidance and issued a positive outlook for the current quarter, sending its stock up by nearly 2.50% in extended trading and triggering brisk chatter among retailers on the Stockwits platform.<h2 class="st-heading-2">NXP’s Positive Outlook</h2>Eindhoven, Netherlands-based NXP, which manufactures a range of products including microcontrollers and processors, sensors, analog ICs, and connectivity solutions, guided fiscal year 2025 fourth-quarter revenue&nbsp;of $3.20 billion&nbsp;to&nbsp;$3.40 billion and adjusted earnings per share (EPS)&nbsp;of $3.07&nbsp;to&nbsp;$3.49. The midpoints of the guidance ranges are $3.30 billion and $3.28 per share, respectively, compared to the Fiscal.ai-compiled consensus of $3.23 billion and $3.28 per share.&nbsp;Rafael Sotomayor, who is set to take over as CEO on Tuesday following the retirement of Kurt Sievers, said, “Our outlook reflects the strength of our company-specific growth drivers and signs of a cyclical recovery.”<h2 class="st-heading-2">NXP’s Q3 Revenue Falls</h2>NXP reported revenue of $3.17 billion for the third quarter, down 2% year-over-year (YoY), but slightly above the midpoint of the guidance issued in late July and the $3.16 billion consensus estimate. The company noted that it saw broad-based sequential improvement across regional and end markets. The automotive end market, which generated $1.84 billion in revenue, reported sequential growth of 6%. The YoY growth was flat.The adjusted EPS fell 10% YoY to $3.11, exceeding the midpoint of the guidance range, slightly below the $3.12 consensus estimate.&nbsp;<h2 class="st-heading-2">What Retail Is Saying About NXP’s Q3 Print</h2>Retail traders on Stocktwits remained ‘extremely bullish’ as of late Monday, although the degree of optimism improved within the zone. The message volume perked up to ‘extremely high’ levels.A bullish watcher said they expect the stock to climb to $250 on Tuesday. The stock ended Monday’s session up 1.10% at $221.56.<stembedurl>https://stocktwits.com/StockMachine3/message/633914540</stembedurl>Another user noted a jump in call options volume following the print.<stembedurl>https://stocktwits.com/retiredyoung/message/633888408</stembedurl>NXP is scheduled to hold its earnings call at 8 a.m. ET on Tuesday. The stock has gained a little over 8% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rambus-stock-plunges-in-after-hours-following-q3-earnings/cLGSC5gR3uF">Rambus Stock Plunges In After-Hours Following Q3 Earnings, Here’s Why</a>

In this photo illustration, the NXP Semiconductors company...

Why NXP Semiconductor Stock Rose In Today’s After-hours 

NXP's revenue dipped 2% YoY, but exceeded the midpoint of the guidance slightly.

<ul class="summary-bullets"><li>CEO Luc Seraphin said, “Rambus delivered a very strong third quarter, with record product revenue and excellent cash from operations.”</li><li>Provision for income taxes was significantly higher than a year ago due to recent changes in tax legislation.</li><li>Rambus settled Monday’s regular session up 7.77% at its highest level since its dot.com peak in 2000.</li></ul>Rambus, Inc. (RMBS) shares fell sharply in Monday’s extended session despite the chip interface technologies company announcing a third-quarter revenue beat, underpinned by record product revenue. The company forecast sequentially lower licensing billings, but retail traders aren’t ready to throw in the towel yet.The stock, which has traded in a 52-week range of $40.12 to $114.55, shed nearly 20% in the extended session. It, however, settled Monday’s regular session up 7.77% at its highest level since its dot.com peak in 2000. If the after-hours stock drop is carried over into Tuesday’s regular session, the stock is on track for its worst day in a decade.<h2 class="st-heading-2">Rambus’ Q3 Earnings Snapshot</h2>San Jose, California-based Rambus reported earnings per share (EPS) of $0.44 for the third quarter of the fiscal year 2025, down slightly from $0.45 a year ago. Revenue climbed 22.7% Year-over-Year (YoY) to $178.5 million, exceeding the Fiscal.ai-compiled consensus of $175.67 million. Product revenue (about 53% of the&nbsp;total) jumped 41%. The company noted that the provision for income taxes was significantly higher&nbsp;than a year ago, driven by&nbsp;recent changes in tax legislation.CEO Luc Seraphin said, “Rambus delivered a very strong third quarter, with record product revenue and excellent cash from operations, while continuing to execute on our strategic roadmap.”<h2 class="st-heading-2">Rambus’ Forward Outlook</h2>Seraphin said he expects Rambus’ sustained DDR5 product leadership and ramping contributions from new products will likely help the full-year product revenue growth to outpace the market.For the fourth quarter, the company guided to licensing billings of $60 million to $66 million compared to the third quarter’s $66.1 million. It also expects product revenue of $94 million to $100 million and contract and other revenue of $25 million to $31 million.<h2 class="st-heading-2">What Retail Is Saying About Rambus’ Results</h2>Following the quarterly results, Rambus stock elicited an ‘extremely bullish’ reaction from retailers on Stocktwits, the same level as a day before, while the message volume increased to ‘extremely high’ levels by late Monday.&nbsp;A bullish watcher asked fellow retail traders not to react emotionally to the print.<stembedurl>https://stocktwits.com/SpecialKaz/message/633920818</stembedurl>Another watcher also called the post-market plunge an “overreaction” and noted that the volume was not robust. Although not ruling out a move to $80, they said, “If you read the report, they are fine... just too much high expectation it seems, all upside priced in. Don't trade it, own it - they have 670mm cash on hand - primed for M&amp;A.”<stembedurl>https://stocktwits.com/Edmoon21/message/633920062</stembedurl>Rambus stock has gained over 123% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-s-threads-introduces-ghost-posts-that-disappear-after-24-hours/cLG0KhUR3u1">Meta’s Threads Introduces ‘Ghost Posts’ That Disappear After 24 Hours</a>

 In this photo illustration, the Rambus company logo is seen displayed on a smartphone screen. 

Rambus Stock Plunges In After-Hours Following Q3 Earnings, Here’s Why

CEO Luc Seraphin said, “Rambus delivered a very strong third quarter, with record product revenue and excellent cash from operations.”

&nbsp;<ul class="summary-bullets"><li>The quarterly results also exceeded the company's guidance issued in late July.</li><li>CEO Lip-Bu Tan said, “Our Q3 results reflect improved execution and steady progress against our strategic priorities.”</li><li>Intel’s stock is on track to top the $40 psychological level for the first time since early April in 2024.</li></ul>Intel Corp. (INTC) stock jumped nearly 8% in Thursday’s extended session after the chipmaker announced better-than-expected third-quarter results, riding on the artificial intelligence (AI)-related demand for its PCs and other products. The company also issued a robust forward outlook.Thanks to the company’s strategic initiatives and external investments,&nbsp;<a href="https://stocktwits.com/symbol/INTC">Intel’s stock</a> has gained 90% this year.<h2 class="st-heading-2">Intel’s Q3 Earnings Snapshot</h2>Santa Clara, California-based Intel reported adjusted earnings per share (EPS) of $0.23 for the third quarter of the fiscal year 2025, turning around from a loss of $0.46 in the year-ago quarter. Revenue climbed 3% year-over-year (YoY) to $13.7 billion.&nbsp;According to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a> consensus, the company was expected to report an adjusted EPS of $0.01 and revenue of $13.11 billion. The results also exceeded the company's guidance issued in late July.Commenting on the results, CEO Lip-Bu Tan said, “Our Q3 results reflect improved execution and steady progress against our strategic priorities.” He noted that AI accelerated demand for compute, creating opportunities for the company’s portfolio of products, including its core x86 platforms, new efforts in purpose-built ASICs and accelerators, and foundry services.Among business segments,&nbsp;Intel’s Client Computing Group (CCG) recorded YoY revenue growth of 5% to $8.5 billion, helping to offset the 1% drop in Data Center and AI (DCAI) revenue ($4.1 billion). Intel Foundry revenue fell 2% to $12.7 billion. On the earnings call, management noted better-than-expected PC AI revenue of $4.1 billion, marking 5% sequential growth, according to a transcript of the call provided by Koyfin. The company generated $2.5 billion in cash from operations during the quarter.Intel’s Q3 marked the fourth consecutive quarter of improved execution, the company said. Its balance sheet strengthened during the quarter, thanks to investments by the U.S. government (10% stake), Nvidia ($5 billion) and SoftBank Group ($2 billion). The company said it received $5.7 billion of the total $8.9 billion in earmarked government funding during the quarter.In a post on X, CNBC Mad Money host Jim Cramer&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/1981464740774687231">said</a>, “Lip-Bu Tan is so great. That Intel quarter was something. What a terrific manager he is.” In a separate post, he noted that demand outpaced supply across the PC chain.<h2 class="st-heading-2">What Intel Models For Q4</h2>For the fourth quarter, Intel expects adjusted EPS of $0.08, in line with the Street estimate, and revenue of $12.8 billion to $13.8 billion versus the consensus of $13.35 billion. The company expects adjusted gross margin to be at 36.5%.CFO David Zinser noted that current demand outpaced supply and expected the trend to persist into 2026. The company expects client consumption total addressable market (TAM) to approach 290 million units in 2025, marking the fastest TAM growth since 2021. “We're prudently preparing for another year of strong demand in 2026 as Core Ultra 3 ramps into a healthy PC ecosystem,” Zinser said on the call.<h2 class="st-heading-2">What Retail’s Saying About Intel’s Q3 Print</h2>Intel was the top-trending equity ticker on Stockwits late Thursday. Retail sentiment toward the stock flipped to ‘bullish’ by late Thursday, from ‘bearish’ the day before. Retail chatter also improved to ‘high’ levels, with the 24-hour message volume leading up to late Thursday rising by 285%.A bullish user said Intel’s stock is positioned for the best gains for the year if the company continues to execute.<stembedurl>https://stocktwits.com/CowBoE/message/633526754</stembedurl>Another user lauded the company’s resurgence. “What a comeback! Ending this year close to $60 will be perfect,” they said.<stembedurl>https://stocktwits.com/yooa/message/633522194</stembedurl><h2 class="st-heading-2">Intel Stock Tops $40</h2>Following the post-earnings stock reaction in the after-hours session, Intel’s stock topped the $40 mark. If the gains are sustained in Friday’s regular session, the stock is on track to top the psychological level for the first time since early April in 2024.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ford-stock-rallies-after-hours-as-tariff-relief-novelis-restart-brighten-2025-outlook-for-f-150-trucks/cLGJEunR3rq">Ford Stock Rallies After-Hours As Tariff Relief, Novelis Restart Brighten 2025 Outlook For F-150 Trucks</a>

Intel logo is on a smartphone screen, with the company's branding in the background. Donald Trump posted AI-generated picture showing him trading Intel stock. (Photo by Cheng Xin/Getty Images)

Intel Stock Jumps After-Hours As AI Demand Powers Q3 Beat: Jim Cramer Lauds ‘Terrific’ CEO Lip-Bu Tan

The quarterly results also exceeded the company's guidance issued in late July.

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

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