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Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing a massive rally and significant investor attention driven by strong NAND demand and its upcoming inclusion in the Nasdaq-100, which has fueled widespread debate over whether the stock is undergoing a sustainable AI-driven re-rating or forming a bubble. Community sentiment remains deeply divided, with many bulls anticipating a stock split and further gains toward the $1,000 level, while a vocal group of bears warns of an imminent rug pull due to extreme valuation levels.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is experiencing significant volatility and bearish sentiment as investors weigh concerns over massive AI-related capital expenditures, high debt levels, and recent layoffs against its ambitious cloud infrastructure expansion. While the community is deeply divided between long-term bulls highlighting substantial revenue backlogs and AI-driven growth potential versus skeptics wary of slowing enterprise software demand and valuation risks, the stock continues to face heavy selling pressure.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is currently a focal point for retail investors who are actively debating the potential for a short squeeze, driven by significant short interest and speculation regarding a possible buyout or leadership change. While some in the community remain bullish on the brand's international expansion and dividend yield, others express frustration over the stock's persistent downtrend and the lack of a permanent CEO.

Aeluma, Inc. engages in developing semiconductors for sensing, communication, and computing applications. The firm is also involved in manufacturing devices using compound semiconductor materials on large-diameter substrates that are commonly used to manufacture mass market microelectronics. The company was founded by Jonathan Klamkin and Lee McCarthy on February 28, 2019 and is headquartered in Goleta, CA.

Aeluma Inc

Aeluma is trending as investors rally behind a multi-million dollar government contract win that validates the potential of its semiconductor platform for quantum and high-speed data communications. The community is actively debating the company's long-term commercialization prospects and its ability to scale manufacturing through strategic partnerships while monitoring recent insider activity and price volatility.

Scilex Holding Co. engages in the acquisition, development, and commercialization of non-opioid pain management products for the treatment of acute and chronic pain. Its products include ZTLido, Elyxyb, and Gloperba. The company was founded on February 21, 2020 and is headquartered in Palo Alto, CA.

Scilex Holding Company

Scilex Holding is currently trending due to a federal securities fraud lawsuit the company filed against several financial institutions, alleging they misappropriated Datavault AI collateral shares to manipulate the stock. Investors are actively debating the company's financial viability, its reliance on debt financing, and potential bankruptcy risks, while the community remains divided between those expecting a breakthrough with its non-opioid pipeline and critics warning of past leadership failures and fiscal mismanagement.

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 trending as investors react to bullish analyst upgrades, a major $151 billion defense contract, and strategic partnerships involving AI-driven network infrastructure and data centers. The community is actively discussing its long-term potential as a key player in the 6G and AI-RAN space, with many comparing its current trajectory to other optical powerhouses while debating the impact of increased institutional buying and recent technical breakouts.

The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Goldman Sachs Group, Inc.

Goldman Sachs is facing intensified scrutiny as investors weigh strong earnings and high-growth potential against recent headlines regarding top-level leadership resignations tied to the Epstein documents. The stock remains a focal point for the community, with many debating whether the current pullback offers a strategic buying opportunity or serves as a warning sign of deeper operational risks.

Conagra Brands, Inc. engages in the manufacture and sale of processed and packaged foods. It operates through the following segments: Grocery and Snacks, Refrigerated and Frozen, International, and Foodservice. The Grocery and Snacks segment includes branded, and shelf stable food products sold in various retail channels in the United States. The Refrigerated and Frozen segment is composed of branded, and temperature-controlled food products sold in various retail channels in the United States. The International segment offers branded food products in various temperature states, sold in various retail and foodservice channels outside of the United States. The Foodservice segment focuses on branded and customized food products, including meals, entrees, sauces, and a variety of custom-manufactured culinary products packaged for sale to restaurants and other foodservice establishments in the United States. The company was founded by Alva Kinney and Frank Little in 1919 and is headquartered in Chicago, IL.

Conagra Brands Inc

Conagra Brands is experiencing a significant leadership transition with the appointment of John Brase as CEO, a move that has sparked intense debate among investors regarding the company's future operational strategy. While the stock has faced downward pressure and concerns over dividend sustainability, the community remains deeply divided between those viewing the current valuation as a prime long-term value opportunity and those cautioning against ongoing margin and volume challenges.

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 as investors rally behind its aggressive global data center expansion and major multi-year contracts with top-tier hyperscalers. Community sentiment is overwhelmingly bullish, with many participants highlighting the stock's significant recovery from previous lows and discussing the potential for a long-term squeeze as institutional interest increases.

Revolution Medicines, Inc. is a clinical-stage precision oncology company, which engages in developing novel targeted therapies. It engages in the discovery and development of cancer treatment by pioneering novel combination and monotherapy treatment regimens to maximize the depth and durability of clinical benefit and circumvent adaptive resistance mechanisms for patients which are dependent on the RAS and mTOR pathway. The company was founded by Mark A. Goldsmith, Kevan Shokat, Martin D. Burke, David L. Pompliano and Michael Fischbach in October 2014 and is headquartered in Redwood City, CA.

Revolution Medicines Inc

Revolution Medicines is trending as investors digest a highly anticipated positive data readout for its Phase 3 study in metastatic pancreatic cancer. The community is focused on the drug's potential to significantly improve survival outcomes for a historically difficult-to-treat disease, sparking widespread discussion about its long-term commercial potential and M&A prospects.

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State of Alaska Department of Revenue Sells 28,725 Shares of Intel Corporation $INTC

State of Alaska Department of Revenue trimmed its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 6.1% in the fourth quarter, according to the company in its most recent filing...

Mobileye Announces Timing of its First Quarter 2026 Results

Mobileye Global Inc. (Nasdaq: MBLY) (Mobileye) today announced that it will release its financial results for the first quarter 2026 on Thursday, April 23rd, 2026, before market open. Mobileye will...

5 Stocks In The Spotlight Last Week: Wall Street's Most Accurate Analysts Weigh In

The Dow Jones fell 250 points, consumer sentiment reached a record low, and inflation hit its highest rate in 2022. Benzinga's Analyst Ratings API provides market-beating trading indicators sourced...

Massachusetts Financial Services Co. MA Has $227.87 Million Position in Intel Corporation $INTC

Massachusetts Financial Services Co. MA reduced its position in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 10.8% in the 4th quarter, according to its most recent Form 13F filing with...

<ul class="summary-bullets"><li>Talks between the U.S. and Iran in Pakistan ended without a deal, followed by President Donald Trump ordering a naval blockade targeting shipping linked to Iranian ports.</li><li>Crude surges above $100, fueling a potential rotation into energy and defense stocks.</li><li>Big bank earnings this week, alongside key economic data, are adding to a volatile setup.&nbsp;</li></ul>U.S. stock futures were under pressure early Monday amid escalating geopolitical tensions over the weekend. U.S.-Iran talks in Pakistan ended without a deal, followed by President Donald Trump ordering a naval blockade of the Strait of Hormuz, effective at 10 AM ET on Monday, sending crude prices surging back above $100. Reports suggest the U.S. could consider renewed military strikes, while Iran continues to push demands around nuclear policy and control over key waterways.As of 4:00 a.m. ET on Monday, Dow futures fell 0.5%, S&amp;P 500 futures declined 0.6%, Nasdaq futures were down 0.7%, and Russell 2000 futures slumped 1%.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, and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq-100 Index, has been languishing at ‘extremely bearish’ amid high trading volume.&nbsp;Trending Stocks To WatchA massive week for earnings kicks off with&nbsp;Goldman Sachs (GS) reporting this morning.&nbsp;With crude oil prices rising again, watch out for oil-related stocks (USO, BATL, EONR, XOM, CVX, TPET) in trade today, and a potential rotation into&nbsp;defense stocks as well (AVAV, LMT).Software stocks such as&nbsp;Palantir (PLTR) and ServiceNow (NOW) remain on the retail radar amid fears that AI agents will cannibalize the traditional software model. Meanwhile,&nbsp;Cathie Wood’s ARK Investment Management bought about 85,500 PLTR shares on Friday.Intel (INTC)&nbsp;was among the most overbought stocks last week. However, its 14-day Relative Strength Index (RSI) above 70 suggests a pullback may be looming.&nbsp;Jefferies has raised its price target to $60 from $45 and maintains a Hold rating on the shares.Sandisk (SNDK):&nbsp;Shares rose nearly 2% in early pre-market trade after being tapped to replace Atlassian (TEAM) in the NASDAQ 100, effective April 20.Amid biotech stocks,&nbsp;Ideaya Biosciences (IDYA) is surging nearly 20% in early pre-market trade ahead of critical Phase 2/3 cancer drug data due at 8:00 AM ET today.&nbsp;Regeneron (REGN) and Sanofi earned EU approval for&nbsp;Dupixent&nbsp;to treat chronic spontaneous urticaria in children (ages 2-11).&nbsp;Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Strategy (MSTR), Lightwave Logic (LWLG), Clene (CLNN), and Avis Budget Group (CAR).&nbsp;Other Catalysts To WatchOn the economic front, traders will be watching for the release of March existing home sales data.&nbsp;On earnings radar, watch out for quarterly reports from Goldman Sachs (GS), Iveda Solutions Inc (IVDA), and Fastenal (FAST) before the bell. Meanwhile, ZENA, XTI Aerospace Inc. (XTIA), Ozop Energy Solutions (OZSC), and Dark Pulse Inc (DPLS), among others, report after market close today.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Slip As Hormuz Blockade Escalates Tensions: Why BATL, INTC, PLTR, IDYA Are On Traders' Radar Today

Data from Stocktwits shows that retail sentiment remains deeply bearish on SPY and QQQ.

Equity

Data from Stocktwits shows that retail sentiment remains deeply bearish on SPY and QQQ.


Capital Investment Counsel Inc Sells 10,660 Shares of Intel Corporation $INTC

Capital Investment Counsel Inc decreased its position in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 12.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The...

Altfest L J & Co. Inc. Lowers Stock Holdings in Intel Corporation $INTC

Altfest L J & Co. Inc. lowered its holdings in Intel Corporation (NASDAQ:INTC - Free Report) by 70.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the...

<ul class="summary-bullets"><li>Intel rose after multiple analyst upgrades, with brokerages highlighting stronger demand for server CPUs.</li><li>SanDisk gained after confirmation that it will join the Nasdaq-100 Index on April 20, adding a fresh catalyst alongside firm memory-sector sentiment.</li><li>Lightwave Logic benefited from the growing demand for optical interconnect technology.</li></ul>Shares of Intel (INTC), SanDisk (SNDK) and Lightwave Logic (LWLG) climbed to fresh 52-week highs last week as strong memory pricing, photonics momentum, and renewed confidence in AI infrastructure demand drove investors back into semiconductor supply-chain firms.The rally coincided with broader strength across tech stocks, with the&nbsp;<a href="https://stocktwits.com/symbol/XLK">Tech Select Sector SPDR Fund (XLK)</a> posting eight straight sessions of gains, its best weekly run in nearly a year.<h2 class="st-heading-2">Intel Rises On AI Strategy Validation</h2><a href="https://stocktwits.com/symbol/INTC">INTC</a> gained after multiple brokerages lifted price targets and highlighted strong demand for server processors and heterogeneous AI computing.Jefferies recently raised the firm’s price target to $60 from $45, implying a 4% downside from current levels. The brokerage cited “healthier” server central processing unit demand and favorable pricing conditions, while noting that AI stocks have started to rally with “plenty of room to run with heavily discounted valuations and earnings upside for several names.”Intel has also drawn investor attention through its partnership with SambaNova Systems on inference architectures and its participation in the Terafab initiative alongside SpaceX, xAI, and Tesla.Meanwhile, Benchmark said Intel’s recent deals address “both of the key debates in the stock at once,” referring to the durability of CPUs in AI infrastructure and the commercial credibility of its 18A manufacturing process. Melius Research also lifted its price target to $75 from $58, suggesting a 20% upside, while Cantor Fitzgerald raised its target to $60 from $45, saying a shift back toward a semiconductor “RISK-ON position” could arrive “NOW or SOON.”<h2 class="st-heading-2">SanDisk Gains On AI Flash Storage Demand</h2><a href="https://stocktwits.com/symbol/SNDK">SNDK</a> rallied after confirmation that the company will replace Atlassian Corporation in the Nasdaq-100 Index before the market opens on April 20.Sentiment was further boosted with several analyst upgrades after Jefferies raised its price target to $1,000 from $700, implying a 17% upside from current levels. The brokerage cited “relentless AI demand” and expectations for further NAND price increases. Bernstein also raised its target further to $1,250 from $1,000, implying a 47% upside, noting memory prices continue to “surprise to the upside” with NAND showing the strongest acceleration.Separately, SanDisk has&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.etnews.com/20260413000040">reportedly</a> begun building supply-chain partnerships for High Bandwidth Flash (HBF) architecture, a stacked-NAND technology that increases both storage capacity and bandwidth for AI workloads.<h2 class="st-heading-2">Lightwave Logic Lifted By Photonics Sector Tailwinds</h2>Momentum also extended to shares of optical interconnect suppliers such as&nbsp;<a href="https://stocktwits.com/symbol/LWLG">LWLG</a>, underscoring demand for the networking layer required to scale hyperscale AI infrastructure.The company’s electro-optic polymer modulator platform became available in March as part of the GlobalFoundries silicon photonics ecosystem via the GDSFactory process design kit, enabling customers to integrate high-speed modulators directly into photonic integrated circuit designs.Lightwave Logic also said in February that a Fortune Global 500 customer progressed to a more advanced stage of its commercial evaluation process after testing its Perkinamine technology, which is being developed to support ultra-high-speed connections used in hyperscale AI data centers.Broader sector tailwinds strengthened sentiment last month following Nvidia's $2 billion investment in optical-component supplier Lumentum.<h2 class="st-heading-2">How Do Retail Traders Feel About INTC, SNDK, LWLG?</h2>On Stocktwits, retail sentiment for INTC and SNDK was ‘extremely bullish’, with message volume marked as ‘extremely high’ for INTC and ‘high’ for SNDK, while sentiment for LWLG was ‘bullish’ amid ‘high’ message volume.Over the past year, SNDK shares have surged 2,641%, while LWLG climbed 1,016% and INTC gained 214%For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-trump-hormuz-blockade-markets-underestimating-trump/cZJFZwxRIMS">Michael Burry Says Trump's Hormuz Blockade Is 'Nothing' For Markets, Flags Risk Of 'Underestimating Most Powerful Man In The World'</a>

In this photo illustration, the SanDisk Corporation logo is displayed on a smartphone screen. 

INTC, SNDK, LWLG Stocks Hit 52-Week Highs Last Week: What’s Driving The Rally?

The rally came alongside broader tech strength, with the Tech Select Sector SPDR Fund (XLK) posting its best weekly run in nearly a year.

Intel, Nebius, And Applied Optoelectronics Are Among the Top 10 Large-Cap Gainers Last Week (April 6-April 10): Are the Others in Your Portfolio?

AI-driven data center demand, deal momentum, and short squeezes fueled sharp weekly gains across tech and infrastructure stocks, led by Avis, Applied Optoelectronics, Nebius, and Intel.read more...

Sumitomo Mitsui Trust Group Inc. Buys 759,951 Shares of Intel Corporation $INTC

Sumitomo Mitsui Trust Group Inc. increased its stake in Intel Corporation (NASDAQ:INTC - Free Report) by 7.0% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,662,576 shares of the chip maker's stock afte...

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Warranted - fundamentals justify the decline

Overdone - the market is overreacting

Too early to tell

Is the selloff in software stocks warranted or overdone?

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Intel Corp

The stock has seen a massive, record-breaking surge, with over $100 billion added to market cap in an eight-day rally.

Analysts are fueling momentum with ambitious new price targets as high as $92, citing massive fab potential.

Key partnerships with Google and Musk’s ecosystem, plus strategic helium supply security, are driving long-term confidence.

Longs are enjoying the short squeeze as heavy volumes fuel persistent gains and punish betting against the trend.

Traders are closely watching geopolitical developments in the Middle East and oil price volatility as potential catalysts.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$0.01	--	--	N/A
Q4 '25	$0.08	$0.15	92.29%	BEAT
Q3 '25	$0.02	$0.23	1191.26%	BEAT
Q2 '25	$0.01	-$0.10	-929.12%	MISSED
Q1 '25	$0.01	$0.13	1813.17%	BEAT

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