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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending due to a contentious short report from Muddy Waters, which has triggered heavy selling volume and intense debate among retail investors. The community remains deeply divided, with many traders dismissing the report as a coordinated "short and distort" tactic to facilitate short covering, while others express growing concern over the potential impact of the allegations on management's credibility.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is currently under intense scrutiny following reports that an audit prompted a major advertising holding company to advise clients against using the platform, sparking volatility and fueling concerns about the firm's transparency and future growth. Investors remain deeply divided, with some pointing to significant insider buying as a sign of value while others focus on negative sentiment, persistent short-selling pressure, and the search for a new CFO as reasons to stay cautious.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is seeing intense investor focus fueled by a flurry of strategic acquisitions and a high-profile partnership with Palantir that has bolstered its status as an emerging defense prime. While the stock experiences significant intraday volatility and selling pressure, the community remains heavily bullish, fixated on the upcoming earnings report and the company's potential to secure major government defense contracts in an increasingly drone-centric global threat landscape.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending following a massive $27 billion AI infrastructure deal with Meta, which effectively cements its status as a leading hyperscaler. While the stock initially surged, it faced downward pressure due to the announcement of a $3.75 billion convertible senior notes offering, sparking intense debate among investors over whether the move represents necessary capital-intensive growth or dilutive overreach.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is seeing increased investor activity as the market prepares for quarterly earnings, with the community actively speculating on potential buyout rumors and monitoring the ramp-up of BRIUMVI sales. Investors are particularly focused on company revenue guidance and the progress of the subcutaneous pipeline as catalysts that could influence the stock's current trading range.

Swarmer, Inc. is an AI-driven software company, which develops software platforms and AI systems for autonomous swarm control of drones and unmanned vehicles. The firm offers STYX AI Command and Control System, MINAS Autonomy and Collaboration AI, and TRIDENT Embedded Drone Operating System. The company was founded by Alex Fink and Serhii Kuprienko in May 2023 and is headquartered in Austin, TX.

Swarmer Inc.

Swarmer Inc. is trending as traders speculate on the aggressive price action following its public debut, with the community actively debating its potential as a low-float play within the drone and defense technology sector. While some are focused on the volatility and IPO-driven momentum, others are highlighting the stock's exposure to AI-driven autonomous systems and battlefield-tested software.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology is experiencing heightened volatility and intense trader interest as the market weighs strong revenue growth and new AI-focused product milestones against broader concerns about copper-versus-optic connectivity trends. The community is actively debating the stock's long-term valuation and potential for institutional accumulation, with many traders closely watching price levels following significant intraday swings.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is trending as investors weigh conflicting forces of milestone euphoria, following a NRC license win for its subsidiary, against pre-earnings anxiety. While the community is actively debating the company's valuation, insider activity, and the viability of its long-term nuclear power narrative for AI, options volume remains high with market participants bracing for significant post-earnings volatility.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon shares are facing intense volatility and downward pressure as investors react to a lack of leadership clarity, a brewing proxy fight with founder Chip Wilson, and broader concerns regarding consumer discretionary spending. While some traders are betting on a potential value recovery or activist-driven turnaround, the community remains divided between those viewing current levels as a generational buying opportunity and others concerned about deteriorating brand momentum and competitive headwinds.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as a major beneficiary of the AI infrastructure boom, with investors closely watching for a breakout ahead of its upcoming earnings report. The stock is seeing significant institutional interest and price target upgrades driven by supply shortages and strong demand for high-bandwidth memory (HBM) used in advanced AI systems.

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ETFs to Gain as NVIDIA Views $1 Trillion in Chip Orders by 2027

NVIDIA sees up to $1T in AI chip orders by 2027, boosting ETFs with heavy exposure as inference demand and new platforms fuel long-term growth.

<ul class="summary-bullets"><li>In January, The New York Times reported that Cook was looking to cut back on his workload, indicating that he may transition from his role as CEO to chairman.</li><li>Apple will celebrate 50 years on April 1, 2026, marking five decades since its founding in 1976.&nbsp;</li><li>Meanwhile, Cook is nearing 15 years as the CEO of Apple.</li></ul>Apple Inc. (AAPL) CEO Tim Cook, in an interview on Tuesday, denied that he is looking to step back from his position at the company, calling the reports a rumor.Speaking at ‘<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=PjehoUu48rY">Good Morning America</a>’ at ABC News, Cook said he loves what he does “deeply,” and that he “can't imagine life without Apple.” The top leader’s comments were in response to a question from the interviewer as they discussed Apple’s upcoming 50th anniversary.“Twenty-eight years ago, I walked into Apple, and I've loved every day of it since. We've had ups and downs, but the people I work with are so amazing,” Cook said.“They bring out the best in me, and hopefully I can bring out the best in them,” he added.<h2 class="st-heading-2">Retirement And Succession</h2>In January, The New York Times <a href="https://stocktwits.com/news-articles/markets/equity/apple-hardware-engineering-head-john-ternus-could-be-ceo-after-tim-cook-report/cmUbg8rR45e">reported</a> that Cook was looking to cut back on his workload, indicating that he may transition from his role as CEO to chairman. The report also claimed that Apple was fast-tracking Cook’s succession plans, with multiple internal candidates being considered for the role.Among the frontrunners for the role is John Ternus, head of hardware engineering, who is reportedly now also overseeing design, a responsibility that is widely seen as being awarded only to senior leaders.Cook is nearing 15 years as the CEO of Apple; he took on the position in Aug. 2011, filling in the shoes of co-founder Steve Jobs. Cook has often been compared unfavorably to Jobs for failing to bring innovation and creativity to the company, although he has been credited for transforming Apple into the world's most valuable company and was the first to reach a $3 trillion market cap in Jan. 2022.<h2 class="st-heading-2">Apple’s Anniversary</h2>Apple will celebrate 50 years on April 1, 2026, marking five decades since its founding in 1976. Speaking about Apple's biggest contributions since, Cook highlighted the company’s innovation. "You know, you can focus on the product moments, reinventing music, reinventing the smartphone, bringing the creative arts to the table, the creative graphics. Saving people's lives with the watch," he said.Meanwhile, <a href="https://stocktwits.com/symbol/AAPL">AAPL shares</a> have gained more than 19% in the past year. The <a href="https://stocktwits.com/symbol/xlk">Technology Select Sector SPDR Fund</a> (XLK) has risen over 29% in the same period, while the <a href="https://stocktwits.com/symbol/vgt">Vanguard Information Technology ETF</a> (VGT) has climbed over 28% higher.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Apple CEO Tim Cook looks on during an event with U.S. President Donald Trump in the Oval Office on August 6, 2025. (Photo by Win McNamee/Getty Images)

Apple’s Tim Cook Shuts Down Retirement Buzz, Says He ‘Deeply’ Loves His Job

In a ‘Good Morning America’ interview at ABC News, Cook said that he cannot imagine life without Apple.

Equity

<ul class="summary-bullets"><li>Huang said that the sales of Nvidia’s Blackwell chips and its next-generation Vera Rubin chips would boost revenue through 2027.&nbsp;</li><li>Nvidia is slated to launch Vera Rubin, the successor to its Grace Blackwell chips, later this year.</li><li>The founder said that the inference inflection had arrived in the market, now that AI was capable of doing productive work.</li></ul>Nvidia Corp. (NVDA) is expecting revenue of at least $1 trillion through 2027 as demand for artificial intelligence computing infrastructure accelerates.Founder and CEO Jensen Huang said in his keynote address at Nvidia GTC 2026 that the surge comes from a sharp increase in computing requirements as AI systems move from training to large-scale inference."The inflection, the inference inflection, has arrived,” Huang said.“Last year at this time, I said that where I stood at that moment in time, we saw about $500 billion. We saw $500 billion of very high confidence demand and purchase orders for Blackwell and Ruben through 2026,” he said. “Well, I'm here to tell you that right now, where I stand, a few short months after GTC DC, one year after last GTC, right here where I stand, I see, through 2027, at least $1 trillion."Shares of NVDA declined 0.04% in Monday’s post-market trade.<h2 class="st-heading-2">Accelerating Chip Demand</h2>At the Nvidia GTC 2026 event in San Jose, Huang said that the sales of Nvidia’s Blackwell chips and its next-generation Vera Rubin chips would boost revenue through 2027. Nvidia is slated to launch Vera Rubin, the successor to its Grace Blackwell chips, later this year.Huang said that AI had finally reached the point where it was able to do productive work. Making a case in point, the founder said that all of Nvidia's software engineers use AI coding assistants, such as Anthropic's Claude Code and OpenAI's Codex.“I believe that computing demand has increased by one million times in the last two years,” Huang said. “It is the feeling that we all have. It is the feeling every startup has.”<h2 class="st-heading-2">GTC Launches</h2>Meanwhile, Huang also announced a slew of launches at the GTC. The founder of the semiconductor company announced seven new chips for the Nvidia Vera Rubin platform, unveiled the Nvidia Vera CPU, calling it "the world's first processor purpose-built for the age of agentic AI and reinforcement learning,” and the Nvidia Vera Rubin DSX AI Factory reference design, a guide for building codesigned AI infrastructure, among other announcements.<h2 class="st-heading-2">Retail Take</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> went to ‘neutral’ from the ‘bearish’ territory over the past 24 hours amid ‘low’ message volumes.One bullish user said the revenue outlook would likely push the company to a $6 trillion market cap.<stembedurl>https://stocktwits.com/Krajisnik/message/647675061</stembedurl>&nbsp;Another user called the outlook “outstanding,” adding that the revenue was much higher than the gross domestic product (GDP) of most countries.<stembedurl>https://stocktwits.com/AlwaysABullNeverABear/message/647677026</stembedurl>&nbsp;Shares of NVDA have risen more than 53% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Nvidia Sees At Least $1T In Revenue Through 2027, Says Jensen Huang At GTC 2026

Huang said that the surge comes from a sharp increase in computing requirements as AI systems move from training to large-scale inference.

Are Tech ETFs New Safe Haven Amid Iran War?

Iran war volatility lifts oil and rattles stocks. But tech ETFs, powered by AI, cloud and cybersecurity demand, are emerging as surprising defensive plays.

<ul class="summary-bullets"><li>On Thursday, Rocket Lab announced its second successful launch in less than a week from two different countries.</li><li>The launch took place within six days of Rocket Lab’s most recent mission from Rocket Lab Launch Complex 2 on Wallops Island, Virginia.</li><li>Last week, Rocket Lab deployed a hypersonic test flight for the Department of War’s Defense Innovation Unit with its HASTE launch vehicle.</li></ul>Rocket Lab shares have risen more than 1% so far this week and, with one trading day&nbsp;left, appear to be regaining momentum after&nbsp;shedding 2.5% last week amid concerns over delays to the company’s Neutron launch.As the week&nbsp;winds down, investor sentiment improved following Rocket Lab’s announcement of its 83rd launch, sending the stock marginally higher in overnight trading.Retail traders are also focusing on the company’s potential role supporting U.S. defense and military operations as the country’s conflict with Iran, which began over the weekend, enters its sixth day.<h2 class="st-heading-2">New Launch Assuages Investor Worries?</h2>On Thursday, Rocket Lab announced its second successful launch in less than a week from two different countries. The launch was the 83rd&nbsp;Electron rocket and is known as the “Insight At Speed Is A Friend Indeed” mission.The company launched the rocket from its New Zealand base on Friday (local time) to deploy a single commercial satellite to a 470 km low Earth orbit for a confidential customer. Rocket Lab said the satellite was also deployed from a Rocket Lab Motorized Lightband, a separation system for satellites, achieving 100% mission success.<h2 class="st-heading-2">The Hypersonic Test Flight</h2>The launch took place within six days of Rocket Lab’s most recent mission from Rocket Lab Launch Complex 2 on Wallops Island, Virginia, which deployed a hypersonic test flight for the Department of War’s Defense Innovation Unit with its HASTE launch vehicle.“I just saw on Fox tv saying the military is testing and planning on using a sixth Generation hyper sonic missile. Calling it "Doomsday Ballistic Missile" That's us boys and girls Team USA and RKLB,” a bullish user on Stocktwits <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Sorny1111/message/646756916">said</a>.<stembedurl>https://www.stocktwits.com/Sorny1111/message/646756916</stembedurl>The hypersonic test flight was launched on Feb. 27, a day before the U.S. and Israel in a coordinated strike, attacked Iran and killed their Supreme Leader Ayatollah Ali Khamenei and his family.Rocket Lab then said that this mission was to support a critical national priority to advance hypersonic technology for the United States and its allies. The mission deployed DART AE, a scramjet-powered aircraft developed by the Australian aerospace engineering firm Hypersonix, into a suborbital hypersonic flight environment, reaching several times the speed of sound.According to Hypersonix, the aircraft is designed to validate advanced propulsion, materials, sensors and guidance systems at real hypersonic flight conditions.<h2 class="st-heading-2">What Is Retail Thinking?</h2>Retail sentiment on Rocket Lab dipped to ‘neutral’ from ‘bullish’ a day ago, with message volumes at ‘low’ levels, according to data from Stocktwits.“$RKLB we're at war... Know who helps launch some of the newest weapons? This place..,” a bullish user on Stocktwits <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/TallGuy77/message/646757310">said</a>.<stembedurl>https://www.stocktwits.com/TallGuy77/message/646757310</stembedurl>Another user <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Cl26/message/646762154">said</a> that the US may need smarter satellite systems and added “it appears that many missiles launched by Iran are hitting their targets in neighboring countries using Chinese satellites systems... :( maybe RKLB can help with this.”<stembedurl>https://www.stocktwits.com/Cl26/message/646762154</stembedurl><a href="https://stocktwits.com/symbol/RKLB">Shares of Rocket Lab</a> have gained 243% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/gap-stock-drops-trump-tariffs-threaten-outlook-ceo-sees-pop-culture-brand-revival/cZdhkznRIE5">GAP Stock Drops As Trump Tariffs Threaten Outlook: CEO Sees Better Days On Pop-Culture Brand Revival</a>

 In this photo illustration, the Rocket Lab logo is seen displayed on a smartphone screen.

Rocket Lab Stock’s Rebound Week: Fresh Launch, Hypersonic Test Calm Neutron Delay Fears A Bit

A recent hypersonic test flight mission for the U.S. Defense Innovation Unit is boosting speculation that Rocket Lab could play a larger role in military and defense technology programs.

<ul class="summary-bullets"><li>The analyst cited Nvidia’s position as the leader in AI data center infrastructure for its target hike.&nbsp;</li><li>The analyst added that its leadership would translate into powerful and durable growth in revenue, cash flow, and profitability, as well as enhanced shareholder value.</li><li>Meanwhile, Wall Street has a 12-month average price target of $264.25 on NVDA shares, an upside of about 44% from its current price.</li></ul>Nvidia Corp. has garnered attention on Wall Street, most recently getting a price target update from Tigress Financial.The analyst on Thursday gave the chipmaker a target of $360, up from $350 it had previously, and reiterated a ‘Strong Buy’ on the shares. This represents an upside of about 97% from its current trading price of $183.03 at the time of writing.Shares of NVDA have gained about 56% in the past year.<h2 class="st-heading-2">Street Consensus</h2>For its target raise, Tigress Financial cited Nvidia’s (NVDA) position as the leader in artificial intelligence data center infrastructure. The analyst added that its leadership would translate into powerful and durable growth in revenue, cash flow, and profitability, as well as enhanced shareholder value.Earlier this week, Wedbush also revised its price target on NVDA shares, raising it to $300 from $230, and maintained an ‘Outperform’ rating. The firm highlighted Nvidia’s first-quarter (Q1) 2027 sales guidance, calling it the highlight of the company’s earnings call. Wedbush said the outlook was far ahead of earlier buy-side expectations.In February, Nvidia reported <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-q4-2026-earnings-smash-estimates-as-ai-demand-drives-optimistic-outlook/cZRyKrSRIGs">results</a> for its fourth-quarter (Q4) 2026, soaring past Wall Street expectations. The company projected revenues of $78 billion, plus or minus 2%, for Q1 2027, while analysts expect it to post $71.64 billion.Meanwhile, the rest of Wall Street has a 12-month average price target of $264.25 on Nvidia’s shares, an upside of about 44% from its current price, according to data from Koyfin.Of the 60 analysts covering the stock, 57 have a ‘Buy’ or higher rating on NVDA stock.<h2 class="st-heading-2">AI Demand</h2>In its results, Nvidia said that its data center division posted sales that rallied 75% year-on-year, on the back of strong demand for accelerated computing and AI.Founder and CEO Jensen Huang noted the growing demand for the company’s Blackwell chips, and highlighted how Vera Rubin chips would extend its leadership in the chip market even further.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> slipped from ‘extremely bullish’ to ‘bullish’ territory over the past 24 hours. Meanwhile, message volumes also declined from ‘extremely high’ to ‘normal’ levels.One bullish user noted the price targets for the company, adding that they believe the market will leverage NVDA shares to prop up indexes. The user suggested a strategy that would involve going long on NVDA shares and shorting the indexes.<stembedurl>https://stocktwits.com/Shutking/message/646688049</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The NVIDIA logo is displayed on a mobile phone. (Photo by Jonathan Raa/NurPhoto via Getty Images)

Nvidia Stock Has Gained 56% In The Past Year — How Much More Upside Does Wall Street See?

Tigress Financial on Thursday raised its price target on Nvidia to $360, up from $350, and reiterated a ‘Strong Buy’ on the shares. 

<ul class="summary-bullets"><li>Stifel said that memory pricing is hitting levels the brokerage “did not envision” as demand continues to outpace supply.</li><li>UBS noted that Micron is trying to leverage the current market tightness into new long-term agreements that would help in some near-term pricing growth.</li><li>The company’s shares have gained more than 33% so far this year, building on the stock’s whopping 240% increase in 2025.</li></ul>Shares of Micron Technology, Inc. slid nearly 8% on Tuesday, making it the worst performer on the Nasdaq-100, as escalating tensions between the U.S. and Iran fueled a broader market sell-off. Wall Street analysts, however, are not that pessimistic on the semiconductor firm.Despite Tuesday's pullback, Micron stock remains up more than 33% year to date, building on a staggering 240% rally in 2025. Still, some investors are growing wary that demand could cool after a sharp surge in memory chip sales tied to the artificial intelligence boom and rapid data center buildouts. At the same time, strong AI-driven demand has tightened supply, leading to shortages across multiple memory chip categories and pushing prices higher.<h2 class="st-heading-2">Wall Street Hopeful On Micron’s Growth</h2>On Tuesday, Goldman Sachs raised the firm's price target on Micron to $360 from $235 and maintained a ‘Neutral’ rating, according to The Fly. On the other hand, Stifel on Monday upped the stock's price target to $550 from $360. Even though Goldman Sachs raised the price target, it was a downside of 5% to Micron’s last closing price, while Stifel’s stock price estimate was a nearly 45% upside.Stifel said that memory pricing is hitting levels the brokerage “did not envision” as demand continues to outpace supply. The firm noted that the real goldmine is not only high-bandwidth memory, but server DDR5. Micron’s DDR5 RDIMM is manufactured to deliver superior performance and reliability for modern servers.&nbsp;The firm said that, as evidence of the widening and persistent gap between supply and demand continues, Stifel added that it believes consensus is "wrong and too low," underestimating the slope and magnitude of upward revision potential over the coming quarters.UBS, which raised the firm's price target on Micron to $475 from $450, said its industry checks point to strengthening pricing dynamics across both core DRAM and NAND flash memory, with the belief that shortages could last through 2026 and even into 2028, particularly for DRAM.The brokerage noted that Micron is trying to leverage the current market tightness into new long-term agreements that would help in some near-term pricing growth, but would also result in more sustainable revenue and earnings over the next few years.Wall Street, on average, has a ‘Strong Buy’ rating on MU, according to Koyfin, with 37 of 42 analysts rating the stock ‘Buy’ or higher, three rating it ‘Hold’, and two ‘Sell.’ The average price target on the stock is $399.61, implying a 5% upside to the last closing price. Micron’s forward price-to-earnings (P/E) ratio is currently at 9.3x, compared with Western Digital’s 22.2x and Broadcom’s 30.4x — making it a more attractive option for investors.<h2 class="st-heading-2">Micron Accelerating Shipments</h2>The company on Tuesday announced that it has begun shipping customer samples of the industry’s highest-capacity LPDRAM module: 256GB SOCAMM2. This represents Micron’s step toward scaling AI data centers, delivering low-power memory capacity.Micron’s 256GB SOCAMM2 delivers higher memory capacity, substantially lower power consumption, and faster performance for a variety of AI and general-purpose computing workloads.<h2 class="st-heading-2">What Is Retail Thinking About MU?</h2>Retail sentiment on Micron improved to ‘bearish’ from ‘extremely bearish’ a day ago, with message volumes at ‘normal’ levels, according to data from Stocktwits.A bullish user on Stocktwits <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/ShadowyForeignExchange/message/646518113">said</a> they were buying the dip and “haven’t had a loss on this ticker since like November.”<stembedurl>https://www.stocktwits.com/ShadowyForeignExchange/message/646518113</stembedurl>In the last 24 hours, retail message volume on Stocktwits for the stock jumped 75%, and the ticker has seen a nearly 11% spike in followers on the platform over the past year.<a href="https://stocktwits.com/symbol/MU">Shares of Micron</a> have more than quadrupled in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/target-stock-soars-as-new-ceo-unveils-2-b-turnaround-bet-to-make-shopping-joyful-again/cZd94WjRI5d">Target Stock Soars As New CEO Unveils $2B Turnaround Bet To Make Shopping Joyful Again: Wall Street Stays Cautious</a>

People visit Micron booth during the 8th China International Import Expo (CIIE) at the National Exhibition and Convention Center (Shanghai) on November 6, 2025 in Shanghai, China. 

Micron Stock Sinks Amid Iran Tensions — But Wall Street Sees Up To 45% Upside As Memory Prices Soar

Even though geopolitical jitters are rattling MU, analysts say tightening DRAM and NAND supply could power the next leg higher.

<ul class="summary-bullets"><li>The MacBook Air now starts with 512GB of storage and is upgradeable to 4TB.</li><li>The Air M5 integrates a 10-core CPU and GPU with Neural Accelerators, delivering up to four times faster AI performance.</li><li>The MacBook Pro’s M5 Pro and M5 Max chips, built on Apple’s Fusion Architecture, offer up to 30% faster CPU performance.</li></ul>Apple Inc. (AAPL) on Tuesday launched its latest lineup of MacBooks, including the 13- and 15-inch MacBook Air powered by the M5 chip, alongside the 14- and 16-inch MacBook Pro with M5 Pro and M5 Max.&nbsp;The tech giant has also increased the prices. The MacBook Air range now starts at $1,099, up from $999, while the MacBook Pro begins at $2,199, up from $1,999.<h2 class="st-heading-2">Performance Upgrades</h2>The MacBook Air now starts with 512GB of storage and is upgradeable to 4TB, featuring faster SSD speeds and the Apple-designed N1 wireless chip for Wi-Fi 7 and Bluetooth 6. The 14- and 16-inch MacBook Pro begin at 1TB and 2TB, respectively, and include similar wireless upgrades along with Thunderbolt 5 and MagSafe charging.The Air M5 integrates a 10-core CPU and GPU with Neural Accelerators, delivering up to four times faster AI performance than the previous M4, supporting workflows like video editing and AI model training.&nbsp;The MacBook Pro’s M5 Pro and M5 Max chips, built on Apple’s Fusion Architecture, combine two dies in a single chip, offering up to 30% faster CPU performance, up to 128GB of unified memory, and up to 614GB/s memory bandwidth for demanding AI and graphics tasks.<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> traded 0.8% lower on Tuesday morning.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">AI And Creative Enhancements</h2>Neural Accelerators in the GPUs boost AI-based tasks, including LLM prompt processing, 3D rendering, and AI video enhancement. Both Air and Pro models support fast read/write speeds up to 14.5GB/s.Both devices offer Liquid Retina displays, 12MP Center Stage cameras, Spatial Audio, and long battery life (Air up to 18 hours, Pro up to 24 hours). The Air comes in sky blue, starlight, midnight, and silver, while the Pro is offered in space black and silver.AAPL stock has gained over 10% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rosenblatt-says-us-iran-war-likely-to-highlight-palantir-s-strength/cZdeKfGRIPQ">Rosenblatt Says US-Iran War ‘Likely To Highlight’ Palantir’s Strength</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A MacBook Pro is displayed inside of the Apple Carnegie Library store on May 30, 2025 in Washington, DC.

Apple Increases Prices Of Its New MacBook Air And Pro Models – Everything To Know About Its Latest Lineup

The MacBook Air range starts at $1,099, while the MacBook Pro begins at $2,199.

<ul class="summary-bullets"><li>Munster also noted that the average selling price (ASP) of iPhone 17e would be about 27% lower compared to the overall iPhone’s ASP, "so the impact to sales will trail impact to units."</li><li>About Apple’s new iPad Air featuring M4 and higher memory at the same $599 entry price, Munster said it doesn't move the needle, given the iPad only accounts for about 7% of Apple’s revenue.&nbsp;</li><li>He added that he would be looking out for the lower-priced MacBook.</li></ul>Apple Inc.’s latest iPhone 17e, open for pre-order on March 4 and expected in stores on March 11, will boost phone sales by around 2%, said Deepwater Management founder Gene Munster.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2028485678904877343">post</a> on X on Monday, Munster noted the improved storage and advanced chip capabilities on the latest release compared to Apple’s (AAPL) earlier iPhone 16e‌ but said the similar starting price would draw in more price-conscious customers to the new version.“$AAPL announces (as expected) iPhone 17e. Same $599 starting price as the 16e, but with 256GB of storage vs. 128GB on the 16e and better chip,” Munster said.<h2 class="st-heading-2">The Rationale</h2>Munster explained that he estimates the "e" iPhone models to account for about 20% of total units sold in March and June, subsequently declining to 15% of total units.If the latest <a href="https://stocktwits.com/news-articles/markets/equity/apple-launches-i-phone-17e-with-a19-chip-advanced-camera/cZd3BiGRI25">iPhone 17e</a> were to increase growth by 15% for a few upcoming quarters, and then normalize, it would boost overall units by 3% for the quarters, and then 1.5% for the next year. &nbsp;Munster also noted that the average selling price (ASP) of iPhone 17e would be about 27% lower compared to the overall iPhone’s ASP, "so the impact to sales will trail impact to units."<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_02_at_11_41_35_PM_png_cc8629103a.webp" alt="Screenshot 2026-03-02 at 11.41.35 PM.png" width="1195" height="914"></figure>&nbsp;About Apple’s new iPad Air featuring M4 and higher memory at the same $599 entry price, Munster <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2028488709855748236">said</a> it “doesn't move the needle,” given the iPad only accounts for about 7% of Apple’s revenue. “The Air accounts for about half of that, or 3.5% of sales. A modest short-term bump is largely irrelevant,” he added.“I'm looking out for that lower priced Mac,” he said in a separate X <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2028489283531624769">post</a>.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AAPL">AAPL shares</a> was in the ‘bearish’ territory over the past 24 hours amid ‘low’ message volumes at the time of writing.Shares of AAPL have gained more than 11% in the past year.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/broadcom-price-target-lowered-amid-anthropic-demand-uncertainty/cZd3XRbRI2e">Broadcom Price Target Lowered Amid Anthropic Demand Uncertainty</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Customers try out iPhone 17 Pro smartphones inside the Apple Store at Sanlitun Taikoo Li on November 8, 2025, in Beijing, China. 

Apple’s New iPhone 17e To Boost Sales From Price-Focused Buyers, Says Gene Munster

In a post on X, Munster noted the improved storage and advanced chip capabilities on iPhone 17e compared to iPhone 16e‌, but said the similar starting price would draw in more price-conscious customers to the new version.

<ul class="summary-bullets"><li>The iPhone 17e features Apple’s A19 chip and C1X modem for faster processing and better battery life.</li><li>The iPhone model features a 6-core CPU and 4-core GPU with Neural Accelerators, enabling console-quality gaming.</li><li>iPhone 17e comes with storage options of 256GB and 512GB, starting at $599.</li></ul>Apple Inc. (AAPL) on Monday unveiled its latest addition to the iPhone lineup, the iPhone 17e, a more affordable model that includes a combination of performance and advanced features.&nbsp;The latest iPhone will be open for pre-order on March 4 and arrive in stores on March 11. The iPhone 17e features Apple’s A19 chip and C1X modem for faster processing, improved connectivity, and better battery efficiency. It is a refreshed version of the ‌iPhone 16e‌ that came out in February 2025.&nbsp;<h2 class="st-heading-2">Design And Performance</h2>The new model comes with a 48MP Fusion camera, optical-quality 2x Telephoto, and 4K Dolby Vision video. The device also supports Apple’s satellite features, including Emergency SOS, Roadside Assistance, Messages, and Find My, allowing users to stay connected even when outside cellular or Wi-Fi coverage.The iPhone 17e sports a 6.1-inch Super Retina XDR display with Ceramic Shield 2, providing three times better scratch resistance and reduced glare compared to previous models. Powered by the A19 chip built on 3-nanometer technology, the iPhone model features a 6-core CPU and 4-core GPU with Neural Accelerators, enabling console-quality gaming and AI processing.&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> inched over 0.8% lower in Monday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">Storage Options And Price&nbsp;</h2>Available in black, white, and soft pink, storage options include 256GB and 512GB, starting at $599. Apple will hold a “special Apple Experience” on March 4 across New York, London, and Shanghai, kicking off a busy lineup of product launches this year.Apple is expected to release several new products this year, including a new budget MacBook powered by the A18 chip, a MacBook Pro with M5 Pro and M5 Max chips, and updated versions of the Studio Display, Apple TV, and HomePod.AAPL stock has gained over 10% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-is-backing-optical-tech-in-next-ai-push-invests-4-billion-in-lumentum-and-coherent/cZd3ewRRI2b">Nvidia Is Backing Optical Tech In Next AI Push – Invests $4 Billion In Lumentum And Coherent</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An iPhone 17 Pro Max is displayed in Athens, Greece, on February 14, 2026.

Apple Launches iPhone 17e With A19 Chip, Advanced Camera 

The latest iPhone will be open for pre-order on March 4 and arrive in stores on March 11. 

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