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Paimon SpaceX SPV Token (SPCX) offers investors exclusive access to SpaceX's growth potential through a British Virgin Islands Special Purpose Vehicle structure. Each token represents fractional ownership in the underlying SPV that invests in venture capital funds with SpaceX exposure. SPCX provides a unique opportunity to participate in the space industry's leading innovator. The token structure enables global qualified investors to access this premium late-stage venture equity that would typically be unavailable to most. SPCX is deployed on BNB Chain with plans for multi-chain expansion.

Paimon SpaceX SPV Token

The ticker SPCX is surging amid widespread speculation and unconfirmed reports regarding a potential SpaceX IPO on the Nasdaq, leading to significant retail enthusiasm and debate over the legitimacy of the token. Community members are actively discussing the possibility of a major public listing while navigating concerns over potential scams and the impact this event could have on other aerospace sector proxies.

Bankr is an advanced AI agent focused on simplifying the process of buying and selling digital assets. Bankr was the first AI agent on Farcaster to help you quickly buy all your favorites coins directly in the social. BankrCoin is the official coin of the agent and was deployed by Bankr itself directly in the Farcaster social feed. Fees from swaps go to support BankrCoin. Bankr is available on Farcaster and will soon be launching a private terminal, token recs, and limit orders on Base.

BankrCoin

BankrCoin ($BNKR) is attracting significant community attention as a foundational infrastructure for autonomous AI agents within the Base ecosystem. Investors are actively debating its potential for utility-driven growth, often highlighting the ongoing development of its bot capabilities and strategic accumulation phase.

ConocoPhillips is an exploration and production company, which engages in the exploration, production, transport, and marketing of crude oil, bitumen, and natural gas. It operates through the following geographical segments: Alaska, Lower 48, Canada, Europe, Middle East, and North Africa, Asia Pacific, and Other International. The Alaska segment explores for, produces, transports and markets crude oil, natural gas and NGLs. The Lower 48 segment consists of operations located in the 48 contiguous U.S. states and the Gulf of Mexico. The Canada segment refers to oil sands development in the Athabasca Region of northeastern Alberta and a liquids-rich unconventional play in western Canada. The Europe, Middle East, and North Africa segment includes operations in the Norwegian sector of the North Sea, the Norwegian Sea, Qatar, Libya, Equatorial Guinea and commercial and terminalling operations in the U.K. The Asia Pacific segment focuses on explorations and product operations in China, Indonesia, Malaysia, and Australia. The Other International segment handles exploration activities in Columbia and Argentina. The company was founded by Isaac Elder Blake on November 25, 1875 and is headquartered in Houston, TX.

Conoco Phillips

ConocoPhillips is currently trending as investors weigh potential production shifts, geopolitical tensions, and recent reports of corporate workforce reductions. The community is actively debating the stock's long-term value, with many focusing on its dividend reliability and the operational impact of upcoming strategic shifts in the global energy market.

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. (EMAT) is gaining significant community attention as investors speculate on its role in domestic critical mineral supply chain independence and its transition toward a vertically integrated industrial platform. While some participants are closely monitoring the stock's recent volatility and low-float dynamics for potential momentum, others are debating the long-term execution of its expansion plans and the impact of its new equipment and funding agreements.

Investment Managers Series Trust II - Tradr 1.5X Short NVDA Daily ETF

Tradr 1.5X Short NVDA Daily ETF

Investors are actively debating the potential for an NVIDIA price correction, with many utilizing $NVDS as a leveraged hedging tool to capitalize on volatility or bet against current valuations. The community remains divided, weighing the risks of hyper-growth against technical indicators that suggest the stock may be overextended.

Orla Mining Ltd. is a capital pool company, which engages in the business of acquisition, exploration, development, and operation of mineral properties. Its material gold projects include Camino Rojo, South Railroad, and Cerro Quema. The company was founded on May 31, 2007 and is headquartered in Vancouver, Canada.

Orla Mining Ltd

Orla Mining is seeing increased investor focus due to its active role in gold sector M&A and ongoing production milestones, despite community frustration over recent equity dilution concerns. The community remains divided between those accumulating shares as a long-term hedge and traders skeptical of its short-term price performance and potential deal structure.

Lantronix, Inc. engages in the provision of software as a service (SaaS), engineering services, and hardware for Edge Computing, the Internet of Things (IoT), and Remote Environment Management (REM). Its services include Embedded IoT Solutions, IoT Systems Solutions, and Software and Engineering Services. The company was founded by Bernhard Bruscha in June 1989 and is headquartered in Irvine, CA.

Lantronix Inc

Lantronix is trending due to heightened investor interest following its recent earnings report and strategic expansion into the AI-driven drone market. Community discussions are centered on the company's partnerships with major tech players, its role in defense-related autonomous systems, and optimism surrounding its long-term growth potential in edge computing.

Waste Management, Inc. is a holding company, which engages in the provision of waste management environmental services. It operates through the following segments: Collection and Disposal-East Tier (East Tier), Collection and Disposal-West Tier (West Tier), Recycling Processing and Sales, Renewable Energy, and Healthcare Solutions. The East Tier segment includes the Eastern United States, the Great Lakes Region, and Canada. The West Tier segment refers to the upper Midwest region and British Columbia, Canada. The Recycling Processing and Sales segment focuses on the processing and sales of materials collected from residential, commercial, and industrial customers. The Renewable Energy segment develops, operates, and promotes projects for landfill gas use. The Healthcare Solutions segment relates to its primarily business to business company providing services that protect people and brands, promote health and well-being and safeguard the environment. The company was founded on September 30, 1987 and is headquartered in Houston, TX.

Waste Management, Inc.

Waste Management continues to be viewed as a defensive 'Steady Eddie' and recession-resistant holding, with recent community discussions focused on its long-term dividend growth, integration of healthcare solutions, and role in modernizing critical infrastructure. Investors are closely watching its performance as a stable rotation play during market volatility, balancing enthusiasm for its consistent cash flow against ongoing concerns regarding valuation and sector-wide regulatory pressures.

Pan American Silver Corp. engages in the operation, development, and exploration of silver and gold producing properties and assets. It operates through the Silver and Gold segments. The Silver segment includes La Colorada, Huaron, Morococha, San Vicente, and Manantial Espejo mines. The Gold segment refers to the Dolores, Shahuindo, La Arena, Timmins West, and Bell Creek mines. The company was founded by Ross J. Beaty and John H. Wright on March 7, 1979 and is headquartered in Vancouver, Canada.

Pan American Silver Corp

Pan American Silver (PAAS) is currently trending as investors focus on the company's strong production growth and its leverage to the ongoing silver price surge, with active community discussions highlighting the widening gap between paper silver prices and physical market shortages. Analysts are bullish on the company's improved outlook, fueled by recent project updates and record cash flow, while the community actively debates whether the stock is undervalued relative to its industrial-critical metal assets and the long-term potential of the precious metals super-cycle.

Starbucks Corp. engages in the production, marketing, and retailing of specialty coffee. It operates through the following segments: North America, International, and Channel Development. The North America segment focuses on the United States and Canada. The International segment is involved in China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America, and Caribbean. The Channel Development segment includes roasted whole bean and ground coffees, Seattle’s Best Coffee, and Teavana-branded single-serve products. The company was founded by Jerry Baldwin and Howard D. Schultz on November 4, 1985, and is headquartered in Seattle, WA.

Starbucks Corp.

Starbucks Corp

Starbucks is trending as investors digest the company's long-term growth targets and restructuring plans following a mixed quarterly earnings report. The community is actively debating the effectiveness of CEO Brian Niccol's turnaround strategy, with sentiment split between optimism over traffic recovery and concerns regarding margin pressure and high valuation.

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<ul class="summary-bullets"><li>Robbins said that the company’s performance during the quarter demonstrated its relevance in terms of connecting and securing AI technology.</li><li>He added that Cisco has already achieved its $5 billion hyperscaler revenue target for the year, with one more fiscal quarter still to go.</li><li>The company has raised its hyperscaler revenue forecast to $9 billion, and Robbins added that it must bring in an additional $3.7 billion in revenue during the fourth quarter.</li></ul>Cisco Systems Inc. (CSCO) shares soared to an all-time high on Thursday after the company’s third-quarter results and fiscal year 2026 forecast blew past Wall Street expectations.Cisco stated that its record third-quarter (Q3) performance was driven by a strong, broad-based demand for its products. CEO Chuck Robbins stated that the company’s performance during the quarter demonstrated its relevance in terms of connecting and securing AI technology.<a href="https://stocktwits.com/symbol/CSCO">Cisco shares</a> were up more than 12% in Thursday’s midday trade, on track for the best single-day gains in over six years.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260514_111026069_png_69cd98ee1b.webp" alt="koyfin_20260514_111026069.png" width="2400" height="1240"><figcaption>Source: Koyfin</figcaption></figure><h2 class="st-heading-2">CSCO CEO Says AI Is Powering Tech Toward A ‘Networking Supercycle’</h2>During an interview with CNBC on Thursday, Robbins said that Cisco’s silicon strategy has allowed it to control more of its destiny and supply chain.He added that Cisco has already achieved its $5 billion hyperscaler revenue target for the year, with one more fiscal quarter still to go. The company has raised its hyperscaler revenue forecast to $9 billion, and Robbins added that it must bring in an additional $3.7 billion in revenue in the fourth quarter (Q4).“It feels like there is a bit of a networking supercycle we’re entering right now. I remember sitting in a board room… seven or eight years ago, when someone said, ‘Are we sure companies are going to continue to buy Ethernet switchboards?’ I think we’ve proven that that’s definitely the case,” Robbins said.He credited the company’s presence in the hyperscaler segment today to its 2016 acquisition of Leaba Semiconductor.Cisco acquired Israeli fabless chip startup Leaba for $320 million, even though the latter had not even taped out its first chip.“We design our own silicon. And what hyperscalers want is… they want silicon diversity. They want multiple sources, and this has always been true in the telecom space forever,” he added.<h2 class="st-heading-2">CSCO CEO Defends Layoffs</h2>Robbins defended the company’s decision to lay off about 5% of its workforce, impacting around 4,000 employees. He said Cisco needs more funding for its silicon, optics, AI, and security segments.“Given the speed at which the market is moving, we need to make a rapid reallocation of resources. By the way, a lot of the people that are potentially impacted will actually go take those jobs,” he said in the interview.<h2 class="st-heading-2">CSCO Results At A Glance</h2>Cisco reported earnings per share (EPS) of $1.06 on revenue of $15.8 billion, compared to Wall Street estimates of an EPS of $1.06 on revenue of $15.6 billion, according to Fiscal.ai data.The company raised its EPS forecast for fiscal year 2026 to $4.27 to $4.29 from $4.13 to $4.17, while the consensus estimate stood at $4.16. It raised its revenue guidance to $62.8 billion to $63 billion from $61.2 billion to $61.7 billion, while the consensus stood at $61.6 billion.<h2 class="st-heading-2">CSCO’s FY26 Guidance Turns Wall Street Bullish</h2>According to TheFly, Rosenblatt raised its price target on Cisco to $150 from $100 while maintaining a ‘Buy’ rating after strong networking growth and stabilizing security trends in the third quarter.The firm said Cisco still has multiple levers to protect operating margins above 34%, despite potential pressure from hyperscale demand and higher input costs.KeyBanc raised its price target on Cisco to $125 from $87 and maintained an ‘Overweight’ rating. The firm cited an acceleration in order growth to 35% and raised FY26 guidance above estimates, supporting its bullish outlook.KeyBanc stated that Cisco’s growth could exceed its long-term targets by 2027 and believes the stock’s premium valuation is justified if double-digit order momentum continues.<h2 class="st-heading-2">How Did Retail Traders React To CSCO?</h2>Retail sentiment on Stocktwits around Cisco trended in the ‘bullish’ territory with message volumes at ‘high’ levels at the time of writing.One user believes that CSCO stock soaring to $175 over the next 12 months is not out of the question.<stembedurl>https://stocktwits.com/SeeingGreen21/message/653316258</stembedurl><a href="https://stocktwits.com/symbol/CSCO">CSCO stock</a> is up 49% year-to-date and 87% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 27% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 39%.The Vanguard Information Technology Index Fund ETF (VGT) is up 50% 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-new-52-week-high-wall-street-says-nebius-innovating-faster/cZX1H0cReSR">NBIS Stock Hits A New 52-Week High — Wall Street Says Nebius Is Innovating Faster Than Its Peers</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cisco is a US company from the telecommunications industry and is primarily known for its routers and switches

CSCO Stock On Track For Best Single-Day Gains In Over 6 Years — CEO Says AI Is Powering Tech Toward A ‘Networking Supercycle’

Cisco Systems Inc. (CSCO) shares soared to an all-time high on Thursday after the company’s third-quarter results and fiscal year 2026 forecast blew past Wall Street expectations.

Equity

During an interview with CNBC on Thursday, CEO Chuck Robbins stated that Cisco’s silicon strategy has allowed it to control more of its destiny and supply chain.

<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.

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Technology ETF (XLK) Hits New 52-Week High

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<ul class="summary-bullets"><li>The company is opening its platform up to more advertisers, which will unlock additional revenue streams.</li><li>For the first quarter, revenue rose nearly 59% to $1.84 billion, and adjusted earnings per share were $3.56, both ahead of estimates.</li><li>For the second quarter, AppLovin expects revenue between $1.92 billion and $1.95 billion.</li></ul>Shares of AppLovin (APP) are up on Thursday after the mobile app advertising company delivered solid first-quarter results and provided commentary on growth opportunities enabled by a more open platform, from which it stands to benefit, as well as advertisers.At the time of writing, APP stock was up more than 7%.<h1 class="st-heading-1">Growth Opportunities For APP</h1>During an earnings call with analysts, CEO Adam Foroughi said that its platform is opening up to more advertisers, which unlocks additional revenue streams. “For 14 years, we have been a closed platform. Come June, advertisers across the world will be able to sign up for Axon and start running campaigns,’ Foroughi said on the call.AppLovin also noted that many game companies that monetize solely through in-app purchases are now considering advertising on its platform as competition fears ease.“For years, a lot of these IAP-only games would not run ads because they did not want to promote competing titles. But as we scale advertisers who are not gaming companies, those concerns go away,” Foroughi said. “A cookware company or a fashion brand is not a competition to a puzzle game. So we fully expect to see a lot of IAP-only games start monetizing with ads that will not be deemed competitive.”<h1 class="st-heading-1">APP Q1 Results At A Glance</h1>For the first quarter (Q1), revenue rose nearly 59% to $1.84 billion, ahead of the Fiscal AI estimate of $1.78 billion. The company's adjusted earnings per share (EPS) were $3.56, exceeding the consensus estimate by $0.10.For the second quarter (Q2), the company expects revenue between $1.92 billion and $1.95 billion, largely in line with the $1.94 billion estimate.At least four analysts raised their price target on the APP stock, with Piper Sandler notably calling the results a “clean beat and raise.”<h1 class="st-heading-1">What Retail Traders Think Of APP Stock</h1>On Stocktwits, retail sentiment about APP turned ‘extremely bullish’ from ‘bullish’ amid ‘extremely high’ message volumes over the last 24 hours.One user said the company’s fundamentals are “just too strong to ignore.”<stembedurl>https://stocktwits.com/RobinCollins1/message/652596356</stembedurl>APP stock is down more than 25% so far this year, but has gained 65% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A smartphone displays the logo of AppLovin Corporation. (Photo illustration by Cheng Xin/Getty Images)

APP Stock Takes Off After Solid Q1 Report – Retail Says Fundamentals ‘Too Strong To Ignore’

AppLovin expects higher advertising revenue going forward as it expands its Axon platform globally.

<ul class="summary-bullets"><li>Micron touted that its new SSD, built with its G9 QLC NAND technology, is at least one generation ahead of any competing QLC used in data center SSDs.</li><li>The company also stated that the 6600 ION SSD requires 82% fewer racks to achieve the same raw storage capacity as hard disk drive (HDD)-based deployments.</li><li>Micron’s Jeremy Werner added that this new SSD will help data center operators improve rack-level total cost of ownership, especially given the power constraints affecting the AI industry.</li></ul>Shares of Micron Technology Inc. (MU) soared more than 13% on Tuesday morning after the company announced it had begun shipping its 245TB Solid State Drive (SSD) for data centers.Micron stated that the new 6600 ION data center SSD is the world’s highest-capacity commercially available SSD.<h2 class="st-heading-2">MU Touts Its New SSD’s Capabilities</h2>Micron touted that its new SSD, built with its G9 QLC NAND technology, is at least one generation ahead of any competing QLC used in data center SSDs.The company also stated that the 6600 ION SSD requires 82% fewer racks to achieve the same raw storage capacity as hard disk drive (HDD)-based deployments.“AI workloads are driving massive growth in shared data, continuing the shift of data center storage share from HDDs toward SSDs. With 245TB in a single SSD, the Micron 6600 ION makes solid state storage the clear choice for modern data centers," said Jeremy Werner, senior vice president and general manager of Micron's Core Data Center Business Unit.Werner added that this new SSD will help data center operators improve rack-level total cost of ownership, especially given the power constraints affecting the AI industry.<h2 class="st-heading-2">MU Stock Hits New All-Time High</h2><a href="https://stocktwits.com/symbol/MU">Micron shares</a> reached a new all-time high of $651.74 on Tuesday before paring some of the gains to hover around $644. MU was the top trending ticker on Stocktwits at the time of writing.Micron stated that its new SSD consumes only half the power of a comparable-capacity HDD, with a maximum power rating of 30 watts. The company added that for AI workloads, this SSD delivers up to 84 times better energy efficiency, 8.6 times faster AI preprocessing, 3.4 times higher ingest throughput, and up to 29 times lower latency.<h2 class="st-heading-2">IDC Lays Down The Bull Case For MU</h2>Industry research firm IDC laid down the bull case for Micron and other storage companies in a recent note.“Hyperscalers are buying a fundamentally different, more expensive class of memory and are willing to pay a premium to secure supply,” the firm stated. It added that NAND Flash revenues are forecast to reach $174 billion in 2026, up nearly 139% from the previous year.IDC added that, unlike DRAM, the NAND market is seeing broader repricing. Enterprise SSD prices have surged as hyperscalers secure supply, which is tightening availability across consumer and OEM channels.<h2 class="st-heading-2">What Do Retail Traders Think Of MU?</h2>Retail sentiment on Stocktwits around&nbsp;Micron Technology trended in the ‘extremely bullish’ territory with message volumes at ‘high’ levels.One user thinks MU stock will continue to rise through its next earnings report.<stembedurl>https://stocktwits.com/stray1000/message/652294826</stembedurl>MU stock is up 126% year-to-date and 702% over the past 12 months. The S&amp;P 500 ETF Trust (SPY) is up 28% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 40%.The iShares Semiconductor ETF (SOXX) is up 154% during this period, while the State Street Technology Select Sector SPDR ETF (XLK) is up 53%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/blze-stock-soaring-today-after-q1-beat-on-ai-buzz/cZQDG58Re94">This Cloud Storage Stock Is Up 68% Today — What’s Fueling The Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Micron Technology Ink logo is displayed on a mobile phone with the company branding visible in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

MU Stock Soars To New All-Time High — A New Product Is Driving The Buzz

Micron announced the new 6600 ION data center SSD, the world’s highest-capacity commercially available SSD.

<ul class="summary-bullets"><li>Alphabet’s Class A shares surged nearly 34% last month, adding nearly $1.17 trillion to its market capitalization and making it the second most valuable company in the world.</li><li>Intel shares surged to a new all-time high as well during the last month, with Wedbush’s Dan Ives comparing the chipmaker’s comeback to Rocky Balboa.</li><li>Analysts at Schwab Center for Financial Research stated that the blended earnings growth rate for the information technology sector was high at 46.3% during the quarter.</li></ul>The Nasdaq Composite index gained more than 15% in April 2026, registering its best month since April 2020, while the S&amp;P 500 index ended the month with gains of 10%, its best since November 2020.Here’s how major U.S. indexes fared in April 2026:<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>April 2026 Performance</td><td>Previous Best</td></tr><tr><td>Nasdaq Composite</td><td>+15.3%</td><td>+15.5% (April 2020)</td></tr><tr><td>Nasdaq 100</td><td>+15.6%</td><td>+16.8% (October 2001)</td></tr><tr><td>S&amp;P 500</td><td>+10.42%</td><td>+10.75% (November 2020)</td></tr></tbody></table></figure></div><h2 class="st-heading-2">GOOGL, INTC Rally On Blowout Earnings</h2>Technology stocks drove most of the gains during the month, with heavyweights such as Alphabet Inc. (GOOG, GOOGL), Intel Corp. (INTC), Amazon.com Inc. (AMZN), and Nvidia Corp. (NVDA) among the major contributors.Alphabet’s Class A shares surged nearly 34% last month, adding nearly $1.17 trillion to its market capitalization and making it the second most valuable company in the world.Aiding the stock’s rally during April 2026 was Alphabet’s blowout first-quarter (Q1) performance, with the company reporting earnings per share (EPS) of $5.11 on revenue of $109.9 billion. According to Fiscal.ai data, Wall Street expected an EPS of $2.63 on revenue of $107.03 billion.Intel shares surged to a new all-time high as well during the last month, with Wedbush’s Dan Ives&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-intel-comeback-rocky-balboa-ai-trade-in-third-innings/cZBWzYEReTv">comparing</a> the chipmaker’s comeback to Rocky Balboa. Like Alphabet, Intel’s Q1 results also blew past Wall Street expectations. The company reported EPS of $0.29 on revenue of $13.6 billion, compared with estimates of $0.01 on $12.36 billion in revenue.<h2 class="st-heading-2">Semiconductor Stocks Make Bank On AI Spending</h2>Analysts at Schwab Center for Financial Research stated that the blended earnings growth rate for the information technology sector was high at 46.3% during the quarter. Blended refers to earnings that have been reported already, as well as estimates for those yet to report.“Investors appear to be viewing this industry as the safest way to participate in the AI trade and avoid AI disruption in software or overspending in hyperscalers,” said Nathan Peterson, director of derivatives research and strategy at the SCFR.The surge in tech stocks also reflected in the Technology Select Sector SPDR Fund’s (XLK) 20% gains during April 2026, its best month since October 2002. The PHLX Semiconductor Index also soared, gaining nearly 40% during the month.The firm stated that more than 90% of the S&amp;P 500 companies surpassed Wall Street estimates in calendar Q1, according to FactSet data as of April 24, 2026.Meanwhile, U.S. equities were mixed in Friday morning’s trade. At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, rose 0.48%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) gained 0.92%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) fell 0.12%. Retail sentiment on Stocktwits regarding the S&amp;P 500 ETF was in the ‘bullish’ territory.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/soun-stock-200-dma-2026-just-once-will-q1-earnings-take-it-there/cZQVaXCRee1">SOUN Stock Has Barely Managed To Nudge Its 200-DMA In 2026 Just Once — Will Q1 Earnings Take It There?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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Nasdaq Composite Posts Best Month In 6 Years As AI Boom Powers Tech Surge — Alphabet, Intel Stocks Power The Super Rally

The Technology Select Sector SPDR Fund posted its best month since October 2002, recording gains of 20%.

Bet on These ETFs as Microsoft's Shares Slip Despite Q3 Earnings Beat

MSFT shares slip despite Q3 earnings beat as heavy AI spending dents sentiment, steering investors toward ETFs for diversified exposure to its cloud growth story.

<ul class="summary-bullets"><li>Susquehanna analysts also noted that a third of SanDisk’s fiscal 2027 revenue is now contracted, and they see similar trends persisting in 2028 and beyond.</li><li>The firm also stated that SanDisk’s commitment to allocating 50% of its free cash flow to stock buybacks over the next two years will drive a 10% earnings accretion.</li><li>Analysts at Citi stated that the announcement of long-term customer agreements reduces the risk of cyclicality that SanDisk faces otherwise.</li></ul>SanDisk Corp. (SNDK) shattered Wall Street estimates with its third-quarter (Q3) earnings, but analysts highlighted the five long-term customer agreements as the key takeaway of the semiconductor company’s announcement.Analysts at Susquehanna were the most bullish on SanDisk’s prospects, doubling their price target to $2,000 from $1,000 while noting increased revenue visibility, according to TheFly. The firm has a ‘Positive’ rating on SNDK stock.<a href="https://stocktwits.com/symbol/SNDK">SanDisk shares</a> were down more than 6% in Friday’s pre-market trade. SNDK was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">SanDisk’s Customer Agreements Reduce Cyclicality Risk, Say Analysts</h2>Susquehanna analysts also noted that a third of SanDisk’s fiscal 2027 revenue is now contracted, while adding that they see similar trends persisting in 2028 and beyond. The firm also stated that SanDisk’s commitment of using 50% of its free cash flow for stock buybacks over the next two years will drive a 10% accretion in earnings.Analysts at Citi stated that the announcement of long-term customer agreements reduce the risk of cyclicality that SanDisk faces otherwise. The firm hiked its price target for SNDK stock to $1,300 from $980 while keeping a ‘Buy’ rating.Jefferies highlighted that some of SanDisk’s long-term customer agreements stretch beyond 2030, while adding that the company remains one of its favorites. The firm stated that SanDisk’s Q3 report was “very strong,” while hiking its price target to $1,400 from $1,000 with a ‘Buy’ rating.Wells Fargo stated in its note that SanDisk’s New Business Model disclosures materially reduced the downside risk and improved the revenue visibility. The firm hiked its price target to $1,250 from $975, while keeping an ‘Equal Weight’ rating on the stock.Barclays hiked its price target for SanDisk to $1,200 from $750 while maintaining an ‘Equal Weight’ rating on the stock. The firm stated that SanDisk’s color regarding the customer agreements provides more confidence with respect to the company’s medium-term outlook.<h2 class="st-heading-2">SanDisk Says Customer Commitments Backed By Financial Guarantees</h2>SanDisk CEO David Goeckeler stated during an earnings call on Thursday that the customer commitments received by the company are backed by firm financial guarantees.“Last quarter, we were engaged in discussions with customers on multi-year supply partnerships, what we refer to as new business models or NBMs. I am pleased to share that we have successfully advanced those conversations with five multi-year partnerships signed so far. These partnerships are structured to lock in committed supply for our customers and committed financials for SanDisk,” he added.He said this represents a fundamental shift in the company’s business, focused on closer customer alignment, greater revenue visibility, and long-term value creation.“While we have made substantial progress, there are significant growth opportunities ahead, driven by the fundamental shift in underlying infrastructure requirements of artificial intelligence,” Goeckeler added.SanDisk reported earnings per share (EPS) of $23.41 on revenue of $5.95 billion, compared to Wall Street estimates of an EPS of $14.66 on revenue of $4.73 billion, according to Fiscal.ai data.The company forecast fourth-quarter (Q4) EPS of $30 to $33, on revenue of $7.75 billion to $8.25 billion. Wall Street expects SanDisk to report EPS of $23.44 on revenue of $6.63 billion.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/SNDK">SanDisk</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.One bullish user recommended investors buy the dip in the SanDisk stock.<stembedurl>https://stocktwits.com/AVGOmysugardaddy/message/651983528</stembedurl>Another user stated that they love the SNDK stock and that they’ve held it since it was at $500.<stembedurl>https://stocktwits.com/Ambitious_Eli/message/651981389</stembedurl><a href="https://stocktwits.com/symbol/SNDK">SNDK stock</a> is up 362% year-to-date and 3,315% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 30% over the past 12 months, while the Vanguard Growth Index Fund ETF (VUG) is up 32%.The Invesco QQQ Trust (QQQ) is up 40% during this period, while the State Street Technology Select Sector SPDR ETF (XLK) is up 52%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/greg-abel-berkshire-hathaway-meeting-2026-will-be-slightly-different/cZQVcwTReed">Berkshire Hathaway CEO Greg Abel Reveals This Year’s Meeting Will Be A Little Different</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, storage chip manufacturer SanDisk is displayed on a smartphone screen on November 10, 2025 in Guangzhou, Guangdong Province of China. (Photo by Qin Zihang/VCG via Getty Images) 

SanDisk’s $2000 Price Target Call Turns Heads After Blockbuster Quarter – Long-Term Contracts Driving Bull Case

Susquehanna analysts were the most bullish on SanDisk’s prospects, doubling their price target to $2,000 from $1,000 while noting increased revenue visibility.

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