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Applied Digital Corporation

Applied Digital is surging after announcing a significant 15-year hyperscaler lease for its fourth AI campus, fueling community excitement over a growing multibillion-dollar backlog and rising analyst price targets. Shareholders are actively debating the potential for an imminent short squeeze and expressing high conviction in the firm's long-term infrastructure strategy.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is experiencing extreme volatility as investors digest a combination of robust growth in its AGI CPU pipeline and concerns over supply constraints that capped near-term expectations. The community remains deeply divided, with many traders debating whether current price swings represent a healthy consolidation for a long-term AI infrastructure play or the bursting of a valuation bubble.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is facing high volatility as investors speculate on the timing of the 80th clinical event, with the community actively debating whether the current price pullback is a healthy consolidation driven by warrant exercises and profit-taking or a sign of deeper fundamental issues. Long-term bulls remain focused on the upcoming REGAL Phase 3 data, while vocal dissenters continue to challenge the company's clinical history and transparency.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending following a proposed $100 million equity-backed investment from the U.S. government, sparking intense debate between bulls citing national strategic importance and bears pointing to fundamental concerns regarding low revenue and share dilution. The community remains deeply divided, with active discussion focusing on whether this government endorsement signals a long-term sector mandate or merely a volatile momentum play for speculative traders.

NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

NIO Inc

NIO is trending as the market reacts to strong quarterly financial results, including an earnings beat and bullish delivery guidance, which have fueled ongoing community debate over potential stock manipulation. Investors remain sharply divided between those viewing the current share price as a deep-value accumulation opportunity and those frustrated by persistent price volatility despite the company's improving fundamentals.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware Co. Ltd. (MWC) is experiencing extreme volatility and intense community speculation following a major surge triggered by its recent IPO, with investors heavily debating whether the stock is a high-growth opportunity backed by strategic partnerships with major automakers or a classic pump-and-dump scheme. The community is actively tracking technical support levels, analyzing massive volume spikes, and bracing for continued short-squeeze potential while closely monitoring the stock's wide price swings.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares are facing intense selling pressure following a double-beat earnings report, as investors focus on a 17% workforce reduction and concerns regarding competitive pricing headwinds. The community is sharply divided between those viewing the decline as a major buying opportunity due to strong fundamentals and share buybacks, and those fearing structural disruption from AI alternatives impacting the company's core tax software business.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is seeing massive momentum and extreme trading volume following news that the company secured a significant letter of intent for government funding to accelerate its neutral-atom quantum technology. The community is actively debating the company's valuation relative to its peers and the long-term strategic validation provided by federal equity stakes.

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

International Business Machines Corp.

IBM is trending following the announcement of a 1 billion dollar government grant to establish a domestic quantum chip foundry, sparking intense discussion among investors regarding the company's long-term leadership in quantum computing. The market sentiment is divided, with some community members viewing the funding as a major validation of IBM's strategic pivot to AI and quantum infrastructure, while others remain skeptical about the stock's recent performance and are debating potential entry points for a long-term hold.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is seeing significant investor attention driven by high trading volume, recent FedRAMP government re-certification, and community optimism surrounding its QNX software integration in emerging fields like physical AI and robotics. Long-term shareholders are actively debating the company's growth potential and its evolving role in mission-critical edge computing, with many viewing the current price action as a key consolidation phase.

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Why Arm Holdings Stock Popped Today

Key PointsNvidia expects to earn $20 billion from its Vera CPU revenue this year...

Zacks Investment Ideas feature highlights: USO, Arm, Astera Labs and NVIDIA

USO slid while ARM, ALAB and NVDA rallied as hopes for a U.S.-Iran deal eased oil fears and boosted AI stocks.

<ul class="summary-bullets"><li>Arm Holdings shares climbed for a third straight session, surging to a 52-week high of $259.44 on Wednesday as investors turned bullish on sector-wide AI tailwinds.</li><li>Sellas surged to a 52-week high of $9.10 as investors await the key Phase 3 REGAL trial readout for its Galinpepimut-S drug.&nbsp;</li><li>Shares of eBay climbed to a 52-week high of $119.31in Wednesday’s trading session after GameStop increased its stake in the company.</li></ul>Arm Holdings Plc. (ARM), Sellas Life Sciences Group Inc. (SLS) and eBay Inc. (EBAY) climbed to fresh 52-week highs on Wednesday.Arm Holdings surged on fresh analyst upgrades tied to AI-driven CPU demand, Sellas jumped after updating investors on its late-stage leukemia drug trial progress, and eBay climbed after GameStop increased its stake in the company.ARM shares surged more than 15% while SLS rallied by over 18% and EBAY climbed up 4% at close.<h2 class="st-heading-2">ARM Surges On Wall Street Optimism</h2>Arm Holdings shares climbed for a third straight session, surging to a 52-week high of $259.44 on Wednesday as investors turned bullish on sector-wide AI tailwinds. The rally was bolstered further by the anticipation of AI darling Nvidia’s results.Earlier in the week, Bernstein initiated coverage on the company with an ‘Outperform’ rating and a $300 price target, implying substantial upside from recent levels. Analyst David Dai said the company is the "structural beneficiary of the renaissance" of CPUs for agentic AI. The GPU-CPU ratio is shifting from the current 8:1 to 2:1 or 1:1, with the CPU addressable market quadrupling to $137B by 2030, the analyst said, as per TheFly.Bernstein also said that it believes Arm "stands out in server CPUs given its unparalleled power efficiency."<a href="https://stocktwits.com/symbol/ARM">ARM stock</a> has rallied more than 123% this year. Retail sentiment on the company improved to ‘neutral’ from ‘bearish’ territory amid the surge.<h2 class="st-heading-2">Sellas Climbs On Leukemia Drug Trial Anticipation</h2>Sellas is on track to climb for a fourth consecutive week after it surged to a 52-week high of $9.10 as investors await the key Phase 3 REGAL trial readout for its Galinpepimut-S drug in the treatment of acute myeloid leukemia (AML).<a href="https://stocktwits.com/news-articles/markets/equity/sls-stock-gps-very-good-chance-beat-earlier-survival-outcomes/cZXDpXKReVe">CEO Angelos Stergiou said</a> on Wednesday that there is “a very good chance” the drug could replicate or even outperform earlier survival data.The trial is evaluating GPS against existing treatment options in a randomized study designed to determine whether the therapy can improve overall survival, with Sellas targeting a median survival of roughly 12.6 months versus 8.1 months for standard treatment.Retail investors are ‘extremely bullish’ on <a href="https://stocktwits.com/symbol/SLS">SLS stock</a>, even as the company’s shares have more than doubled so far in 2026.<h2 class="st-heading-2">EBAY Gains From GameStop Stake</h2>Shares of eBay are also on track for a fourth week in the green. The e-commerce platform climbed to a 52-week high of $119.31in Wednesday’s trading session after <a href="https://stocktwits.com/news-articles/markets/equity/game-stop-steps-up-ebay-exposure-ryan-cohen-pushes-takeover-vision/cZXDoY3ReV4">GameStop increased its stake</a> in the company to about 6.5%.According to a filing with the U.S. Securities and Exchange Commission, the video game company now directly owns 25,000 shares of eBay and has economic exposure to more than 29 million additional shares through put/call option structures.Combined, the exposure amounts to roughly 6.55% of eBay’s outstanding common stock, up from the previously held 5%, based on the company’s share count reported in April. The move comes shortly after GameStop’s previously proposed acquisition of eBay in a deal valued at approximately $56 billion.<a href="https://stocktwits.com/symbol/EBAY">EBAY stock</a> has risen more than 36% this year, but retail sentiment on Stocktwits was in the ‘bearish’ territory.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Why Did ARM, SLS, EBAY Stocks Surge To 52-Week Highs?

Arm Holdings surged more than 15%, while Sellas Life Sciences rallied by over 18% and eBay climbed up 4% at close. 

Equity

<ul class="summary-bullets"><li>Nvidia reported blowout first-quarter results on Wednesday, powered by robust demand for its AI&nbsp;data center chips.</li><li>Starting Q1, Nvidia will break down data center revenue into two subgroups: hyperscalers and ACIE (AI Clouds, Industrial, and Enterprise).</li><li>CEO Jensen Huang said the company sees upside beyond its previously discussed $1 trillion revenue forecast for 2025 to 2027.</li></ul>AI chip giant Nvidia reported another blowout quarter on Wednesday, signaling that demand for AI chips remains robust amid a massive global data center buildout.&nbsp;However, the beat was not big enough for Wall Street, sending the company's shares down more than 1% in after-hours and overnight trading.&nbsp;However, Nvidia showed it is expanding deeper into new customer and product categories and widening its total addressable market, countering, for now, the bearish view that its blistering growth pace would eventually slow.The company expanded sales to smaller cloud firms and AI operators and began reporting revenue separately from customers outside the hyperscaler group, which includes Amazon, Microsoft, and Alphabet. Sales to those customers were roughly equal to those of the large cloud players, but grew faster quarter-over-quarter.Nvidia also said that as AI workloads continue to transition from CPU to GPU-based accelerating computing, it is aggressively eyeing the market through its recently launched Vera CPUs and sees at least $20 billion&nbsp;in sales this year.CEO Jensen Huang said the company sees upside beyond its previously discussed $1 trillion revenue visibility from three key areas: gaining a larger share of frontier AI model workloads, expanding sales of its standalone Vera CPUs and adoption of its specialized LPX systems. Huang previously forecast $1 trillion&nbsp;in sales from the company’s Blackwell ​and Rubin AI chips between 2025 and 2027.<h2 class="st-heading-2">NVDA Breaks Down Data Center Sales</h2>Analysts and investors got greater clarity this quarter as Nvidia further broke down sales in its core data center segment – where revenue surged 92% to a better-than-expected $75.25 billion – into Hyperscale and ACIE (AI Clouds, Industrial, and Enterprise).Revenue from server sales to hyperscalers grew 115% year over year and 12% sequentially to $37.87 billion, while revenue from the ACIE customers rose 74% year over year and 31% sequentially to $37.38 billion.&nbsp; &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_21_at_7_05_42_AM_png_87d21e1a6e.webp" alt="Screenshot 2026-05-21 at 7.05.42 AM.png" width="1322" height="629"><figcaption>Source: Nvidia's Q1 earnings presentation.</figcaption></figure><h2 class="st-heading-2">NVDA’s CPU Opportunity</h2>Separately, Nvidia is betting that its CPUs will become a major part of its business going forward. On the analyst call, Chief Financial Officer Colette Kress said, “Vera CPU opens a brand-new $200 billion TAM (total addressable market) for Nvidia, a market we have never addressed before.”“Every major hyperscale and system maker is partnering with us to get it deployed… We have visibility to nearly $20 billion in total CPU revenue this year, setting us up to become the world-leading CPU supplier,” she said.&nbsp;The Vera CPU, unveiled at GTC 2026 as part of Nvidia’s Vera Rubin AI platform, is an Arm-based custom processor designed for AI and data center workloads. It positions Nvidia in more direct competition with server CPU leaders Intel￼ and Advanced Micro Devices.<a href="https://stocktwits.com/symbol/INTC">Intel</a> and&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD</a> shares dropped 0.7% in the overnight session ahead of Thursday.&nbsp;<a href="https://stocktwits.com/symbol/ARM">ARM shares</a> were up nearly 3%, while&nbsp;<a href="https://stocktwits.com/symbol/NVDA">NVDA</a> shares were down 1.2%.<h2 class="st-heading-2">NVDA’s Q1 Recap, Retail View</h2>In the last quarter, Nvidia’s revenue&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-stock-slips-after-hours-expectation-beating-q1-share-buybacks-and-dividends-do-little-to-shake-zero-china-revenue-assumptions/cZXxOZhReno">increased</a> 85% to $81.62 billion, and adjusted&nbsp;earnings came in at $1.87 per share. Analysts had expected $78.86&nbsp;billion in revenue and a $1.76. per share profit.Nvidia also disclosed $30 billion worth of cloud computing ⁠agreements, up sequentially ​from $27 billion. The company increased its quarterly cash dividend to $0.25 per share from $0.01 per share and approved an $80 billion share buyback.On Stocktwits, the retail sentiment for NVDA climbed multiple points higher in the ‘extremely bullish’ zone, amid ‘extremely high’ message volume. After remaining subdued for months, NVDA shares gained over the past month and are now up 19% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;&nbsp;

The Nvidia logo appears on a mobile phone, and a stock market graph is on a laptop screen in the background. (Photo by Firdous Nazir/NurPhoto via Getty Images)

NVDA Stock Extends Fall Overnight Despite Handy Q1 Beat — AI Darling Still Sees Untapped $200B Opportunity

The AI chip giant said its new Vera CPUs open a “market we have never addressed before.”

Nvidia,Intuit, Applied Digital, AMD And ARM Holdings: Why These 5 Stocks Are On Investors' Radars Today

Major U.S. indices closed Wednesday higher, with the Dow Jones Industrial Average gaining 1.3% to 50,009.35.read more...

SoftBank Group shares soar over 16% as Nvidia earnings signal strong AI momentum

SoftBank Group is closely tied to the AI boom through its stake in Arm Holdings, whose chip designs are used in AI servers and data centers powered by Nvidia systems...

Why Arm Holdings Stock Surged to an All-Time High Today

Key PointsAI agents are driving demand for CPUs...

Diplomatic Breakthrough? Stocks Surge on Iran Deal Hopes

U.S. equities are surging as President Donald Trump suggests that the U.S. and Iran are in the 'final stages' of a deal. 

What Is Going On With Arm Stock On Wednesday?

Arm Holdings (ARM) stock explodes 14%. See how Bernstein's $300 price target and a $2 billion surge in agentic AI chip demand ignited the chip giant in 2026.read more...

Nasdaq 100 Movers: INTU, ARM

In early trading on Wednesday, shares of Arm Holdings topped the list of the day's best performing components of the Nasdaq 100 index, trading up 10.1%. Year to date, Arm Holdings registers a 124.8% gain.

And the worst performing Nasdaq 100 component thus far on the day is Int...

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Investors are buzzing over the massive 30%+ gains in just a few days, fueled by extreme momentum and heavy retail/algorithmic participation.

Skeptics warn that a PE ratio over 300 and extreme valuations signal an unsustainable bubble similar to the 2000 dotcom peak.

Bulls are aggressively targeting short positions, with traders highlighting massive 'gamma squeeze' potential as the stock price climbs rapidly.

Optimism surrounds the role of chip architecture in the burgeoning AI data center market and potential long-term growth by 2030.

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