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

ImmunityBio Inc

ImmunityBio is trending as investors react to the sudden resignation of the FDA Commissioner, a development the community perceives as a major catalyst for overcoming regulatory delays and clearing a path for Anktiva approvals. The community is actively discussing the potential for an upcoming short squeeze, high institutional accumulation, and the broader long-term vision for the company's immunotherapy platform.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and décor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is experiencing heightened investor interest as the community weighs recent institutional call buying and potential reversal indicators against ongoing concerns regarding housing market headwinds and consumer spending. Traders are actively debating whether the stock is finding a bottom ahead of its upcoming earnings report or if macroeconomic pressures will continue to weigh on the retail sector.

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 trending as investors and the community closely monitor its upcoming quarterly earnings report, with expectations for significant revenue growth and potential updates on key government and defense contracts. Discussions are heavily focused on the stock's recent volatility, the impact of institutional accumulation versus retail frustration over dilution, and whether the company can successfully leverage its recent acquisitions to drive long-term value.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is rallying following the appointment of a new COO with deep semiconductor manufacturing expertise, signaling a strategic shift toward scaling high-volume production for AI data center infrastructure. The community is actively discussing the stock's resilience amid broader market volatility, with significant debate focused on the company's massive options volume and the potential for a gamma squeeze as investors bet on future hyperscaler adoption.

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

NVIDIA Corp

Nvidia is trending as investors react to the CEO joining a presidential delegation to China, sparking speculation over the potential easing of chip export restrictions and significant new revenue streams. The community is actively debating the impact of this diplomatic trip against a backdrop of short reports alleging hidden China exposure and the stock's recent climb to all-time highs.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is trending as investors weigh significant volatility and heavy speculation ahead of the company's upcoming earnings report. The community is actively debating the impact of recent government contract wins, potential institutional interest, and broader space sector momentum driven by the anticipation of a major SpaceX IPO.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgent Power Solutions is attracting intense investor interest as a critical infrastructure play, with the community highlighting its role in resolving power bottlenecks for the booming AI data center sector. Discussions center on its recent strong earnings growth, substantial order backlog, and the stock's potential to become a key player in the electrical distribution market.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is currently trending as a prominent AI infrastructure play, driven by a surge in hyperscaler demand and strong earnings results that have spurred a significant re-rating of the stock. The community is actively discussing the company's transformation, comparing its current momentum to historical cycles and debating whether the recent rally signals long-term durability or excessive hype.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Canadian Solar is experiencing significant volatility and investor attention as the community fixates on a surprise CEO transition and shifting production strategies. Traders are actively debating the impact of upcoming earnings, the long-term potential of U.S. manufacturing expansion, and whether the stock's recent price action reflects fundamental mispricing or structural manipulation by market participants.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is seeing a surge in retail interest and bullish option activity as the community views the stock as a pivotal AI infrastructure play, fueled by recent agentic AI rollouts and data center networking potential. Investors are actively discussing a significant rotation into the stock, drawing parallels to other hardware incumbents and focusing on its long-term turnaround as a key component of the evolving AI supply chain.

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<ul class="summary-bullets"><li>Marvell stock rose 5% in the Thursday premarket session.</li><li>Earlier this week, AMD disclosed a small yet seemingly strategic stake in Marvell.&nbsp;</li><li>Some retail investors are skeptical about near-term gains after MRVL’s over 130% YTD rally; Stocktwits sentiment for the stock remained ‘bearish’ on Thursday.</li></ul>Marvell Technology shares jumped nearly 5% in premarket trading on Thursday, putting the stock on track for fresh highs, after Cisco’s upbeat quarterly report underscored how the AI boom is trickling down to data center infrastructure and networking solutions companies.The gains come a day after <a href="https://stocktwits.com/symbol/MRVL">MRVL</a> gained over 8%, driven by a new disclosure of Advanced Micro Devices’ stake in Marvell.Meanwhile, Cisco&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/csco-stock-eyes-best-day-in-24-years-as-strong-results-put-spotlight-on-ai-plumbing/cZX1l98Re1J">reported</a> better-than-expected quarterly results after the bell on Wednesday. The company also posted significant growth in AI infrastructure orders from hyperscalers, along with a rising backlog, prompting Cisco to raise its revenue and profit forecasts for the current fiscal year ending in July.“$CSCO shows that AI infrastructure needs networking, security, observability, and operating discipline at scale, and Cisco is now putting numbers behind that position,” Patrick Moorhead, Chief Analyst at Moor Insights,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PatrickMoorhead/status/2054679465457045703?s=20">said</a> on X.“The question from here is how much of the AI networking demand broadens beyond hyperscalers and into enterprise, sovereign, and cloud-adjacent buildouts. That is what I am watching next.”<h2 class="st-heading-2">Marvell, Cisco Seen As Key Players In AI Infra&nbsp;&nbsp;</h2>Marvell and Cisco￼ are competitors in select segments, mainly data center networking and infrastructure silicon. Both compete in areas like Ethernet switches, optical technologies, and AI data center networking gear – Marvell more as a chip and semiconductor supplier.While Marvell￼ also sells enabling silicon to OEMs, Cisco is more focused on end-to-end networking systems and enterprise hardware and software. They overlap most in AI networking and cloud data center buildouts, but Cisco has a much broader enterprise networking business.AMD held 65,516 million shares of Marvell as of the end of March, it disclosed in an exchange filing late Tuesday. The stake was worth $6.5 million at the time and is now worth $10.8 million based on Marvell’s last closing price.<h2 class="st-heading-2">Retail View On MRVL</h2><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_14_at_2_54_29_PM_png_562dba7d48.webp" alt="Screenshot 2026-05-14 at 2.54.29 PM.png" width="1236" height="158"><figcaption>MRVL sentiment and message volume as of May 14 | Source: Stocktwits</figcaption></figure>However, on Stocktwits, the retail sentiment for MRVL remained ‘bearish,’ unchanged from last week. Part of the reason appears to be the stock’s sharp rally over the past few months. MRVL stock is up 133% year to date.“I'm actually bullish (on) $MRVL, but I'm bearish $MRVL at 180; added puts today,” a trader said, summarizing the view.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

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

Why Is MRVL Stock Up 5% In Premarket Today?

Marvell shares gained tracking an upbeat quarterly report from networking market peer Cisco.

Equity

Marvell shares gained tracking an upbeat quarterly report from networking market peer Cisco.


<ul class="summary-bullets"><li>Cisco reported $1.9 billion in AI infrastructure orders from hyperscalers, compared with $600 million in the year prior.</li><li>Analysts and retail investors said Cisco’s role in the AI infrastructure bailout in undeniable.</li><li>Stocktwits sentiment for CSCO was ‘extremely bullish.’&nbsp;</li></ul>Cisco shares gained gained 18.6% in early premarket trading on Thursday, after the networking company reported fiscal third-quarter revenue and profit above analysts’ expectations and raised its forecasts for its financial year, which would end in July 2026.If the move stays in the regular trading session, it would be CSCO's best performance since May 2002.Massive orders for Cisco networking equipment from hyperscale, which are building new data centers at a breakneck pace, boosted the company's Q3 performance.“$CSCO shows that AI infrastructure needs networking, security, observability, and operating discipline at scale, and Cisco is now putting numbers behind that position,” Patrick Moorhead, Chief Analyst at Moor Insights,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PatrickMoorhead/status/2054679465457045703?s=20">said</a> on X.“The question from here is how much of the AI networking demand broadens beyond hyperscalers and into enterprise, sovereign, and cloud-adjacent buildouts. That is what I am watching next.”<h2 class="st-heading-2">Retail View On CSCO</h2>On Stocktwits, the retail sentiment for CSCO climbed to nearly the highest possible level, ‘extremely bullish’ (99/100), and 24-message volume jumped over 1,700%.A trader&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/triniblockchain/message/653295874">said</a> CSCO would be “re-rated as (an) AI stock.” Another&nbsp;<a href="https://stocktwits.com/SeeingGreen21/message/653316258">wrote</a>: “Great time to own a boatload of this (Cisco stock) and see them providing the plumbing for AI infrastructure. Keep going Chuck! Buy some more Astrix type companies… put this company back amongst the hyper scalers.”“4 billion extra revenue to hyperscalers like Google, Amazon, etc. AI buildout doesn’t happen without cisco is all this says,” another trader&nbsp;<a href="https://stocktwits.com/jtstox/message/653287769">said</a>.Over the past year, the company has rolled out a series of products and software targeting AI data centers, a fast-growing segment of the market.The efforts span hardware (chips), software (AgenticOps, IQ, AI agents), and ecosystem partnerships, indicating a shift from traditional networking toward full-stack, AI-ready infrastructure and operational tooling.<h2 class="st-heading-2">CSCO Q3 Earnings Recap</h2>Revenue rose 12% to $15.84 billion, beating analysts’ estimate for $15.56 billion and its own guidance for up to $15.6 billion. The company reported $1.9 billion in AI infrastructure orders from hyperscalers, compared with $600 million in the year prior. Year-to-date orders from hyperscalers have already exceeded the $5 billion target Cisco had set for all of fiscal 2026.Profit in the quarter jumped to $3.37 billion, up from $2.49 billion in the corresponding quarter last year.Cisco now expects $62.8 billion to $63 billion in revenue this fiscal year, which ends in late July,&nbsp; up from a forecast in February for $61.2 billion to $61.7 billion. Profit is expected to be $3.16 to $3.21 a share, up from $3 to $3.08 previously projected, Cisco said.As of their last close,&nbsp;<a href="https://stocktwits.com/symbol/CSCO">Cisco shares</a> had gained over 33% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Cisco logo is displayed on a mobile phone with the digital screen visible in the background in this photo illustration in Brussels, Belgium, on November 11, 2025. 

CSCO Stock Eyes Best Day In 24 Years As Strong Results Put Spotlight On AI Plumbing

Cisco reported better-than-expected third-quarter results and raised its forecasts for the year.

<ul class="summary-bullets"><li>Investors are watching Trump-Xi talks in Beijing and the market implications of Kevin Warsh taking over at the Federal Reserve.&nbsp;</li><li>Reports suggested the U.S. approved several Chinese firms, including Alibaba and Tencent, to purchase Nvidia’s H200 AI chips.&nbsp;</li><li>Cisco shares rose after a major restructuring focused on AI.&nbsp;</li></ul>U.S. stock futures were trending higher early Thursday, driven by a powerful tech rally the previous session that lifted both the S&amp;P 500 and the Nasdaq Composite to fresh record highs. Investors are digesting reports of a potential thaw in U.S.-China tech restrictions and a new era at the Federal Reserve.&nbsp;On Wednesday, the Senate confirmed Kevin Warsh as the new Federal Reserve Chairman in a narrow 54-45 vote. Meanwhile, President Trump and a delegation of tech titans (including Jensen Huang, Elon Musk, and Tim Cook) are meeting President Xi Jinping in Beijing. While the reported H200 chip clearance is a major win for Nvidia, tensions remain high over rare-earth metal supplies and Taiwan.&nbsp;As of 4:00 a.m. ET on Thursday: S&amp;P 500 futures gained 0.2%, Dow futures rose 0.3%, and Nasdaq futures took the lead, rising 0.5%, while Russell 2000 futures were flat.Retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, has risen to ‘extremely bullish’ from ‘bullish’ territory earlier in the week, while the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq-100 Index, has moved back into ‘bullish’ from ‘neutral’.Trending Stocks To WatchChina chip breakthrough:&nbsp;The U.S. has reportedly cleared roughly 10 Chinese firms, including Alibaba and Tencent, to purchase Nvidia’s H200 chips, potentially unlocking $20 billion in revenue. Keep an eye out for&nbsp;NVDA and BABA&nbsp;stocks in trade today. Nvidia stock was up 2% in early premarket trade, shrugging off a short-seller report from Culper Research alleging hidden China exposure.Tesla (TSLA) and Micron (MU):&nbsp;Tesla's CEO, Elon Musk, and Micron's CEO, Sanjay Mehrotra, traveled with President Trump’s delegation to Beijing to meet with President Xi Jinping. Investors continued watching for any signs of easing U.S.-China tensions and its impact on trade and operations.&nbsp;Taiwan Semiconductor Manufacturing (TSM) shares rose 2% in early premarket trade after the company has raised its 2030 global market forecast to $1.5 trillion, citing an 11-fold projected increase in AI accelerator demand.&nbsp;Cisco Systems Inc (CSCO): Surged rose 20% in early premarket trade following a Q3 beat and a major restructuring plan to cut 4,000 jobs to pivot toward AI infrastructure.&nbsp;Klarna Group Plc (KLAR):&nbsp;Inching higher in pre-market trade ahead of its earnings report today.According to SEC filings from Wednesday, BlackRock has disclosed a massive increase in its positions in&nbsp;IREN, AST SpaceMobile Inc. (ASTS) and Opendoor (OPEN).Investors will also be tracking the Senate Banking Committee, which is reviewing the Clarity Act, which could allow crypto firms to pay interest on stablecoins. Watch out for&nbsp;CRCL, COIN&nbsp;in trade today.&nbsp;Chipmaker Cerebras&nbsp;is also set to begin trading on the Nasdaq today.&nbsp;Other tickers trending on Stocktwits at the time of writing included EOS Energy (EOSE), Figma (FIG), Ondas Inc (ONDS), and Ford Motor Co (F).Other Catalysts To WatchOn the economic front, investors will be tracking the release of April retail sales and initial jobless claims data at 8:30 am ET today.&nbsp;On earnings radar, watch out for quarterly reports from Yeti (YETI), Viking Holdings (VIK), among others, before the bell. And from the others, all eyes will be on Applied Materials (AMAT) that reports earnings after market close today.For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Edge Higher As Trump-Xi Meeting Fuels Optimism: Why NVDA, BABA, CSCO, TSM, KLAR, CRCL Are In Focus Today

Data from Stocktwits shows that retail sentiment around SPY flipped to “extremely bullish,” while tech optimism lifted QQQ sentiment back into bullish territory as AI momentum stayed firmly in focus. 

Nasdaq, S&P 500 Futures Rise As Tech Rally Rolls On: Why NVDA, BABA, CSCO, TSM, KLAR, CRCL Are In Focus

Data from Stocktwits shows that retail sentiment around SPY flipped to “extremely bullish,” while tech optimism lifted QQQ sentiment back into bullish territory as AI momentum stayed firmly in focus. 


Dillard's, Cisco Systems And 3 Stocks To Watch Heading Into Thursday

U.S. stock futures up, Dillard's, Cisco, Applied Materials, Doximity, Legence expected to report earnings. Stocks to watch. Photo via Shutterstock.read more...

European Shares Seen Higher With US-China Talks In Focus

(RTTNews) - European shares may open on a firm note on Thursday as Cisco Systems reported record fiscal third-quarter results for fiscal 2026 and investors pinned hopes on U.S.-China talks yielding...

<ul class="summary-bullets"><li>Nokia said it has embedded new agentic AI capabilities into its fixed-network product portfolio.</li><li>Nokia rival Cisco issued results and forward guidance on Wednesday, which were better than analysts’ projections; the report lifted CSCO shares and lent strength to NOK.</li><li>Stocktwits sentiment for NOK shifted to ‘extremely bullish’ from ‘bullish.’</li></ul>U.S. shares of Nokia Corp. rose 4% in overnight trading heading into Thursday, continuing their sharp ascent, driven by new AI launches, which&nbsp;investors believed would&nbsp;put Nokia in the spotlight as an emerging beneficiary of the AI boom.Nokia stock gained 11.7% on Wednesday, its best intra-day move in nearly seven months. The Finnish giant <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nokia.com/newsroom/nokia-appoints-emma-falck-as-president-of-mobile-infrastructure-and-member-of-the-group-leadership-team/">announced</a> the appointment of Siemens senior leader Emma Falck as Nokia’s new President of Mobile Infrastructure. A day earlier the company said it had embedded agentic AI capabilities into its fixed-network products portfolio for enterprises.With AI agents and natural language interactions across its&nbsp;telecom products Altiplano, Corteca, and Broadband Easy platforms, the beefed-up tools will help telecom providers tackle fiber and Wi-Fi challenges, from design and planning to rollout and operations, modernize operations and reduce costs, Nokia&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nokia.com/newsroom/nokia-launches-agentic-ai-for-home-and-broadband-networks/">said</a>. &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_14_at_9_03_24_AM_png_f65495c96a.webp" alt="Screenshot 2026-05-14 at 9.03.24 AM.png" width="841" height="427"><figcaption>Caption: Snapshot of new AI capabilities in Nokia’s products. Source: Company</figcaption></figure>&nbsp;<h2 class="st-heading-2">NOK Stock Rally</h2>NOK’s evening move was supported by a strong report by networking major Cisco, which&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/csco-stock-soars-to-record-highs-amid-expectation-beating-guidance-job-cut-announcement/cZX1I0SReKs">issued</a> results and guidance that topped Wall Street’s projections. CSCO shares were up 20% in overnight trading.NOK stock has surged about 43% since the company’s April 23 earnings report, which impressed investors with progress in shipping hardware for the lucrative data center market.&nbsp;<h2 class="st-heading-2">NOK Q1 Recap, AI Push</h2>Last month,&nbsp;Nokia reported first-quarter comparable sales in line with expectations and comparable profit ahead of expectations. More importantly, the company said its AI-augmented networking offerings are seeing healthy demand and raised the revenue growth target for its network infrastructure segment to 12% to 14% for this year, up from the previous forecast of 6% to 8%."As a result, we are currently tracking somewhat above the ⁠mid-point of ​our full year financial outlook of 2.0 billion to ​2.5 billion euros in comparable operating profit," CEO Justin Hotard said at the time.A series of moves last year had set Nokia on a growth path. The company appointed Justin Hotard – a senior executive with experience at Intel and Hewlett Packard Enterprise – as President and CEO, and acquired Infinera, which significantly strengthened its optical networking portfolio.More recently, Nokia has aggressively expanded its AI-linked portfolio – notably enhancing data center networking switches with breakthrough throughput and AI-enabled automation capabilities – and shifted its focus to only high-margin sectors, such as private 5G for enterprise and defense.<h2 class="st-heading-2">Retail View On NOK</h2>On Stocktwits, the retail sentiment for NOK improved to ‘extremely bullish’ from ‘bullish,’ with the 24-hour message volume jumping 170%.Traders are increasingly viewing the company as an underrated AI play. In the last three months, NOK’s watchers increased nearly 4% and message volume rose over 2,000%.“$NOK waaooh ! Nokia revealed a new agentic AI that lets networks diagnose and repair problems without human technicians,” a trader&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/moidou/message/653291011">said</a>.Another&nbsp;<a href="https://stocktwits.com/MorganHoratio/message/653287605">wrote</a>: “As AI infrastructure matures, capital is rotating from core chips to 'secondary' plays like storage ($MU), cloud power ($NBIS), and networking ($NOK). This rotation is a healthy sign of market deepening.”Nokia shares are up 128% year-to-date. If the gains hold, it would be the best year for the stock since 1999.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cerebras-ipo-priced-above-range-20x-oversubscribed-what-you-need-to-know-about-nvidia-challenger-going-public/cZX1aQ2ReKx">Cerebras IPO Priced Above Range, 20x Oversubscribed: What You Need To Know About Nvidia Challenger Going Public</a>&nbsp;

A Nokia logo is visible at the India Mobile Congress 2025 in Delhi, India, on October 11, 2025. (Photo by Kabir Jhangiani/NurPhoto via Getty Images)

Is Nokia The AI Infra Dark Horse? New Agentic Rollouts Lift NOK Stock Overnight, Win Retail Praise

The AI boom is driving gains for a host of hardware companies in the supply chain, including Nokia.

<ul class="summary-bullets"><li>Nebius reported a 654% year-on-year jump in its Q1 revenue.</li><li>Cisco stock rose after it raised its 2026 AI order forecast to about $9 billion from $5 billion.</li><li>Sellas advanced its leukemia trials, with key Phase 3 results nearing.&nbsp;</li></ul>Nebius Group (NBIS), Cisco Systems (CSCO), and Sellas Life Sciences Group (SLS) each climbed to fresh 52-week highs on Wednesday as investors rewarded companies delivering tangible progress in artificial intelligence infrastructure and drug development.&nbsp;Nebius and Cisco pointed to high demand from hyperscale customers building AI capacity, while Sellas moved closer to a potentially transformative milestone in leukemia treatment.<h2 class="st-heading-2">NBIS Rides AI Infrastructure Momentum</h2>Nebius delivered explosive quarterly growth, with its first-quarter (Q1) revenue surging to $399 million, a dramatic 684% year-over-year increase that exceeded the Wall Street estimate of $388 million. The company also sharply increased its 2026 annual recurring revenue (ARR) outlook, projecting $7 billion to $9 billion.The company further strengthened its AI infrastructure ambitions by securing access to up to 1.2 gigawatts of power capacity for a planned Pennsylvania-based AI computing facility. Investors viewed the move as a sign that Nebius is becoming a major provider of large-scale computing resources.<a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> finished Wednesday’s session over 15% higher. On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day.&nbsp;<h2 class="st-heading-2">CSCO Expands AI Push</h2>Cisco stock continued its rally overnight on&nbsp; Wednesday after the networking giant substantially raised its forecast for AI-related infrastructure orders. The company now expects approximately $9 billion in AI orders this fiscal year, up from its earlier estimate of $5 billion.The company also revealed restructuring plans that include roughly 4,000 job cuts as it reallocates resources toward AI-focused networking hardware and silicon development. Cisco reported a 12% increase in its Q3 revenue to $15.8 billion with earnings per share of of $1.06, both beating the analysts’ consensus estimates of $15.6 billion and $1.04, respectively, according to Fiscal AI data.&nbsp;<a href="https://stocktwits.com/symbol/CSCO">Cisco stock</a> ended the day at nearl;y 3% higher. Retail sentiment around the stock remained in ‘extremely bullish’ territory.&nbsp;<h2 class="st-heading-2">SLS Advances Cancer Programs</h2>Sellas Life Sciences attracted investor attention after updating on the progress of its Phase 3 REGAL study evaluating Galinpepimut-S for acute myeloid leukemia (AML). The New York-based biotech said the trial is nearing its final event threshold needed for a key data readout.The company said it has begun treating patients in a Phase 2 trial of SLS009 for high-risk AML. It also reported higher cash reserves, with over $107 million to fund its studies.&nbsp;<a href="https://stocktwits.com/symbol/SLS">Sellas Life Sciences' stock</a> finished Wednesday 25% higher, with retail sentiment around the stock turning to ‘extremely bullish’ territory.&nbsp;So far this year, NBIS stock has surged over 147%, while SLS and CSCO stocks have gained 73% and 32%, respectively.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wendy-s-stock-eyes-best-month-six-years-analyst-sees-upside-amid-buyout-revival-buzz/cZX1JrwReKv">Wendy's Stock Eyes Best Month In 6 years: Analyst Sees 46% Upside Amid Buyout, Revival Buzz</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nebius Group logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

NBIS, CSCO, SLS Stocks Hit 52-Week Highs Today: What's Behind The Surge?

Nebius and Cisco grew from AI demand, while Sellas neared key leukemia trial results. 

<ul class="summary-bullets"><li>April producer prices rose 1.4% from the previous month, marking the biggest jump since March 2022.</li><li>Semiconductor stocks rallied on Wednesday, with NVDA rising over 2%, MU gaining 5% and the SMH climbing 2%.</li><li>Markets also digested the Senate’s narrow confirmation of Kevin Warsh as the next Federal Reserve chair.</li></ul>U.S. stock futures edged higher late Wednesday after AI-fueled tech gains pushed the S&amp;P 500 and Nasdaq to fresh record highs despite another hot inflation report.As of 9.45 p.m. ET, Nasdaq 100 futures were up 0.6%, while S&amp;P 500 and Dow futures were up 0.2%.On Stocktwits, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> was ‘extremely bullish’ amid ‘normal’ message volume, while sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> was ‘bullish’ amid ‘high’ message volume.<h2 class="st-heading-2">US Market Drivers</h2>Stocks jumped&nbsp;on expectations of a Federal Reserve rate cut following another hotter-than-expected inflation report, with April producer prices&nbsp;rising 1.4% from the previous month,&nbsp;the biggest jump since March 2022 and topping expectations of a 0.5% rise. Annual wholesale inflation rose to 6%.Both the S&amp;P 500 and Nasdaq Composite notched fresh intraday and closing record highs on Wednesday as traders bet that AI-driven spending would remain resilient even in a tougher macro environment.<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>-0.14%</td><td>49,693.2</td></tr><tr><td>S&amp;P 500</td><td>0.58%</td><td>7,444.25</td></tr><tr><td>Nasdaq Composite</td><td>1.2%</td><td>26,402.34</td></tr></tbody></table></figure></div>Semiconductor stocks once again led the rally after Nvidia shares rose over 2% and Micron gained 5%. The VanEck Semiconductor ETF also jumped 2%. The tech rally gained further momentum after Nvidia CEO Jensen Huang joined U.S. President Donald Trump during his Beijing trip to meet Chinese President Xi Jinping, boosting hopes that tensions over AI chip exports to China could eventually ease.The Kobeissi Letter&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2054655260652716149">noted on X</a> that the S&amp;P 500 has rallied 18% since the March 30 low, adding $10.4 trillion in market value in just six weeks.&nbsp;Investors are also monitoring Trump’s upcoming meeting with Xi Jinping in Beijing for potential developments on trade relations, semiconductor exports, and comments on the war in Iran and the Strait of Hormuz.Separately, markets also digested the Senate’s narrow confirmation of&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kevin-warsh-is-the-us-fed-s-17th-chairperson-senate-approves/cZXLHqxReKp">Kevin Warsh</a> as the next Federal Reserve chair, with investors tracking whether Warsh will maintain the Fed’s traditional independence as inflation pressures continue building and Treasury yields climb.<h2 class="st-heading-2">Trending Stocks To Watch On NYSE, Nasdaq</h2>Cisco Systems (CSCO): Shares surged 20% in extended trading after Cisco issued stronger-than-expected&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/csco-stock-soars-to-record-highs-amid-expectation-beating-guidance-job-cut-announcement/cZX1I0SReKs">quarterly guidance</a> and announced 4,000 job cuts to redirect spending towards AI and networking investments.Intuitive Machines (LUNR): Shares jumped 11% on Wednesday and extended gains after-hours on its selection for the U.S. Space Force’s Andromeda contract ahead of quarterly earnings due premarket on Thursday.Ondas Holdings (ONDS): Shares gained 3% in after-hours trading ahead of quarterly results after World View CEO Ryan Hartman highlighted SkyWeaver, the company’s AI mission autonomy platform jointly developed with Palantir.Nvidia (NVDA): Shares added 1% in after-hours trading as investors monitored Jensen Huang’s China visit alongside Trump, even after short seller&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-draws-attention-as-culper-research-takes-short-position-over-china-ties/cZXLrSBReKF">Culper Research</a> warned that Nvidia faces a “significant China problem” from tightening Beijing restrictions and slowing Chinese demand.Nokia (NOK): Shares logged their best session in over six months after Nokia appointed Siemens executive Emma Falck as the president of mobile infrastructure, boosting optimism around the company’s 5G and 6G network strategy.<h2 class="st-heading-2">How Global Markets Are Performing Today</h2>In broader markets, the benchmark 10-year U.S. Treasury yield hovered near its highest level since July. Gold traded at $4,700 an ounce after slipping for a second straight session, while silver hovered around $87.8 an ounce after extending its sharp May rally.Economist Peter Schiff&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PeterSchiff/status/2054639879221350510">warned on X</a> that “The yield on the 10-year Treasury is knocking at the door of 4.5%,” adding that once it breaks above the threshold, yields could climb rapidly toward 5%.Oil prices steadied, with Brent crude trading below $106 a barrel and West Texas Intermediate crude hovering around $101. Meanwhile, MSCI’s broadest index of Asia-Pacific shares outside Japan rose 0.4%, while Japanese markets opened strongly and Australian equities traded lower.Among the catalysts for Thursday are key U.S. economic data releases, including April retail sales, retail sales excluding autos, weekly jobless claims, import price index data and March business inventories.&nbsp;Markets will also monitor speeches from Kansas City Fed President Jeff Schmid, Cleveland Fed President Beth Hammack, New York Fed President John Williams and Federal Reserve Governor Michael Barr for additional clues on the Fed’s interest-rate path.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Wall Street bull stands in the financial district near the New York Stock Exchange (NYSE) on November 18, 2025 in New York City. (Photo by Spencer Platt/Getty Images)

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$CSCO Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.85 up 34.92% YoY
• Reported revenue of $15.84B up 11.96% YoY
• Cisco expects Q4 FY26 revenue between $16.7B and $16.9B, with non-GAAP EPS of $1.16 to $1.18. For full FY26, Cisco forecasts revenue of $62.8B to $63B.

Stocktwits

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.85 up 34.92% YoY
• Reported revenue of $15.84B up 11.96% YoY
• Cisco expects Q4 FY26 revenue between $16.7B and $16.9B, with non-GAAP EPS of $1.16 to $1.18. For full FY26, Cisco forecasts revenue of $62.8B to $63B.

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Traders are buzzing about the stock's transition from a legacy networking player into an essential AI infrastructure component following record-breaking earnings.

Nostalgic traders are comparing the massive momentum to the 1999-2000 dot-com era as shares reclaim historic, multi-decade levels.

The stock surged following an earnings beat that included news of a 4,000-job layoff, fueling debate over margin optimization versus long-term growth.

Aggressive retail buying has ignited intense volatility as traders look to punish those who bet against the sudden overnight price spike.

Analysts and retail enthusiasts highlight that high-performance networking and bandwidth are the critical backbone sustaining the broader AI hardware boom.

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