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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer (SMCI) is trending following a Goldman Sachs downgrade to a "Sell" rating and a $26 price target, which the community widely perceives as an attempt to manipulate shares. Despite concerns over profitability and competition raised by the downgrade, many highlight SMCI's critical role in the expanding AI infrastructure market, anticipating strong revenue growth in upcoming earnings to affirm its undervalued position.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is trending after an analyst upgrade highlighted robust hyperscaler demand and projected sell-outs of its server CPUs for future periods, signaling strong momentum in its AI accelerator pipeline. This news is fueling optimistic community discussions about significant market share gains and potential for continued growth. However, a segment of the community remains cautious, citing the stock's historical volatility and intense competition within the semiconductor industry.

BriaCell Therapeutics Corp. is a clinical-stage biotechnology company, which engages in the development of novel immunotherapies to transform cancer care. It currently advancing its Bria-IMT™ targeted immunotherapy in combination with an immune check point inhibitor in a pivotal 1 Phase 3 study in metastatic breast cancer. The company was founded by Charles L. Wiseman and Isaac Benjamin Maresky on July 26, 2006 and is headquartered in West Vancouver, Canada.

BriaCell Therapeutics Corp - Ordinary Shares - New

BriaCell Therapeutics Corp

BriaCell Therapeutics is trending following news of an upcoming 1-for-10 reverse stock split, stirring significant community concern over its history of repeated dilutions and share price depreciation. Despite recent positive announcements, including a $2 million NCI grant and peer-reviewed publication on its cancer immunotherapies, widespread skepticism persists regarding management's financing strategies. This situation underscores the ongoing tension in clinical-stage biotech between funding scientific advancement and maintaining investor confidence.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is trending following a softer-than-expected core CPI report, signaling inflation may be cooling faster than anticipated. This dovish surprise is fueling widespread market optimism and driving expectations for a strong rally, despite some community members expressing skepticism about the reported economic data. Discussions revolve around whether this signals continued upside or if underlying economic concerns will eventually lead to a shift.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings (RCAT) is trending following strong preliminary Q4 2025 revenue results, generating significant community buzz around its potential for major defense contracts. Investors are highly optimistic about RCAT's Black Widow drones, speculating on their recent use in military operations and eagerly anticipating awards from the upcoming Drone Dominance Program, with many also noting high short interest and perceived undervaluation.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan Chase is a major talking point following its strong quarterly earnings, which showcased robust trading revenue and record performance in its wealth management division, exceeding market expectations. The community is buzzing about the strategic acquisition of the Apple Card portfolio and CEO Jamie Dimon's cautiously optimistic economic commentary, with ongoing speculation about a potential stock split and new ventures into crypto.

Ambitions Enterprise Management Co. LLC operates as a travel agency. It provides event planning and management services. The firm also offers transportation, accommodations, meals, and guided tours or activities under convenient packages. The company was founded on October 26, 2023 and is headquartered in Dubai, United Arab Emirates.

Ambitions Enterprise Management Co LLC - Ordinary Shares - Class A

Ambitions Enterprise Management Co LLC

AHMA is trending sharply upward on unusually high volume, sparking intense community discussion about its low float and potential for a significant short squeeze. Traders are actively drawing parallels to other recent high-flying IPOs, highlighting the price action despite a lack of explicit company news.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as inflation data largely met expectations, fueling a robust market rally and an active debate between bulls celebrating its resilience and skeptics alleging manipulation. The community is buzzing about the market's seemingly unstoppable upward momentum, often citing a pervasive 'buy the dip' mentality even amidst discussions of political pressures on the Federal Reserve and new tariff threats.

Palladyne AI Corp. engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its products include Palldyne IQ and Palladyne Pilot. The company was founded by Fraser M. Smith and Benjamin G. Wolff in 2015 and is headquartered in Salt Lake City, UT.

Palladyne AI Corp.

Palladyne AI Corp. is trending after signaling an operating inflection with substantially raised 2026 revenue guidance, bolstered by recent acquisitions and increasing contracted demand. The community is actively discussing the company's long-term potential within the booming AI and drone defense sector, anticipating significant military contracts and a possible short squeeze. This strategic update highlights the company's positioning to capitalize on the growing demand for embedded AI and autonomous solutions, despite ongoing debates over current revenue figures and market volatility.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending due to surging interest in its Gemini AI, with widespread community discussion around its potential integration into Apple's Siri and expanding partnerships with major retailers like Walmart for AI-powered commerce. This rapidly broadening reach for Gemini and strategic collaborations are seen as solidifying Google's "AI Utility" status and driving conversations about its leadership in the evolving AI ecosystem.

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Lynch Asset Management Inc. Makes New Investment in Eli Lilly and Company $LLY

Lynch Asset Management Inc. bought a new stake in Eli Lilly and Company (NYSE:LLY - Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange...

Janney Montgomery Scott LLC Reduces Stock Holdings in Eli Lilly and Company $LLY

Janney Montgomery Scott LLC lowered its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 3.7% during the 3rd quarter, according to the company in its most recent filing with the...

Tokio Marine Asset Management Co. Ltd. Sells 2,739 Shares of Eli Lilly and Company $LLY

Tokio Marine Asset Management Co. Ltd. decreased its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 5.5% in the 3rd quarter, according to the company in its most recent disclosure with...

Sumitomo Mitsui Trust Group Inc. Has $1.49 Billion Stake in Eli Lilly and Company $LLY

Sumitomo Mitsui Trust Group Inc. lifted its holdings in Eli Lilly and Company (NYSE:LLY - Free Report) by 1.3% during the 3rd quarter, according to its most recent filing with the Securities and...

Lederer & Associates Investment Counsel CA Sells 2,394 Shares of Eli Lilly and Company $LLY

Lederer & Associates Investment Counsel CA lowered its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 86.9% during the 3rd quarter, according to its most recent Form 13F filing...

MGO One Seven LLC Acquires 2,567 Shares of Eli Lilly and Company $LLY

MGO One Seven LLC lifted its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 10.8% during the third quarter, according to its most recent 13F filing with the Securities and...

Meeder Asset Management Inc. Sells 3,902 Shares of Eli Lilly and Company $LLY

Meeder Asset Management Inc. trimmed its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 18.4% in the third quarter, according to its most recent filing with the Securities and Exchange...

Eli Lilly and Company $LLY Shares Acquired by Loring Wolcott & Coolidge Fiduciary Advisors LLP MA

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA boosted its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 30.7% in the 3rd quarter, according to its most recent filing with the...

First Horizon Corp Invests $6.77 Million in Eli Lilly and Company $LLY

First Horizon Corp acquired a new stake in Eli Lilly and Company (NYSE:LLY - Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange...

Citizens Financial Group Inc. RI Acquires 3,600 Shares of Eli Lilly and Company $LLY

Citizens Financial Group Inc. RI lifted its holdings in Eli Lilly and Company (NYSE:LLY - Free Report) by 5.1% in the third quarter, according to its most recent disclosure with the Securities...

<ul class="summary-bullets"><li>The co-innovation lab will use Nvidia’s new Vera Rubin chips and be built on its BioNeMo platform, while leveraging Lilly’s pharmaceutical expertise.</li><li>Apart from drug discovery, the collaboration will also explore AI’s use in clinical development, manufacturing, and commercial operations that can integrate multimodal models, agentic AI, robotics, and digital twins.</li><li>The lab is expected to begin operations early this year.</li></ul>Nvidia Corp. (NVDA) and Eli Lilly (LLY) announced on Monday that the two companies will jointly invest $1 billion over five years to build a new joint research lab in the San Francisco Bay area.The co-innovation lab will leverage Nvidia’s new Vera Rubin chips and be built on the company’s BioNeMo platform, while leveraging Eli Lilly’s pharmaceutical expertise to accelerate medicine development, the companies said.The lab will expand on the U.S. pharma giant’s previously-announced artificial intelligence (AI) supercomputer and will use Nvidia’s next-generation architectures.Apart from drug discovery, the collaboration will also seek to explore ways to use AI in clinical development, manufacturing, and commercial operations that can integrate multimodal models, agentic AI, robotics, and digital twins. The lab is expected to begin operations early this year.<a href="https://stocktwits.com/symbol/NVDA">Shares of NVDA</a> were up 0.09% at the time of writing, while <a href="https://stocktwits.com/symbol/LLY">shares of LLY</a> were up 0.79% at the same time.<h2 class="st-heading-2">Eli Lilly’s AI Push</h2>Nvidia and Lilly’s joint announcement comes at the start of the 44th Annual JPMorgan Healthcare Conference in San Francisco and follows the drugmaker’s announcement from October 2025 of launching a supercomputer, also leveraging 1,000 Nvidia Blackwell Ultra GPUs.The supercomputer would power an AI factory or a specialized computing infrastructure to manage the entire AI lifecycle from data input and training to fine-tuning and high-volume inference, the company had announced then.The AI factory will now be used to train large biomedical foundation and frontier models for identifying, optimizing and validating new molecules with exceptional speed and accuracy while also supporting advanced applications in manufacturing, medical imaging and scientific AI agents.“For nearly 150 years, we’ve been working to bring life-changing medicines to patients,” David A. Ricks, chair and CEO of Eli Lilly said. “Combining our volume of data and scientific knowledge with NVIDIA’s computational power and model-building expertise could reinvent drug discovery as we know it.”Lilly’s competitor Novo Nordisk (NVO) has also been making a significant push into AI, partnering with major tech firms including Nvidia, Microsoft, and AWS across its value chain.<h2 class="st-heading-2">Nvidia’s Healthcare Market Exploration</h2>Nvidia, the most valuable corporation in the world, has been exploring healthcare and pharmaceuticals as new markets for its AI chips.Apart from the deal with Lilly, the semiconductor company also announced a collaboration with research company <a href="https://stocktwits.com/symbol/TMO">Thermo Fisher Scientific Inc.</a> (TMO) for manufacturing scientific instruments that are intelligent as well as autonomous labs.Nvidia’s BioNeMo and NeMo platforms are also being adopted by other firms for biotech and drug discovery to power foundation models, AI-driven molecular design, and autonomous “AI scientist” systems as well as for robotics and lab automation to introduce simulation, and physical AI technologies.“AI is transforming every industry, and its most profound impact will be in life sciences,” said Jensen Huang, Nvidia’s founder and CEO.“NVIDIA and Lilly are bringing together the best of our industries to invent a new blueprint for drug discovery — one where scientists can explore vast biological and chemical spaces in silico before a single molecule is made,” he said about the deal with Lilly.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around NVDA shares were in the ‘extremely bullish’ territory over the past 24 hours amid ‘high’ message volumes at the time of writing.Meanwhile, retail sentiment around LLY shares were ‘bullish’ at the same time with ‘high’ message volumes.Shares of NVDA climbed over 38% in the past year while LLY shares rose over 34% in the same time.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen on November 24, 2025 in Chongqing, China.

Nvidia, Lilly Team Up For $1B Drug AI Lab

The two companies will invest the funds over five years to build a new joint research lab in the San Francisco Bay area. 

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Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Short-Term Volatility, Then Markets Move On

Sustained Risk-Off Until Fed Path Is Clear

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Markets pulled back after reports that the DOJ opened a criminal investigation into Federal Reserve Chair Jerome Powell, raising concerns about central bank independence. With rate cuts, inflation, and political pressure all in focus, how do you think this standoff will impact markets in 2026?

How Will the Powell Investigation Impact Markets in 2026?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$7.22	--	--	N/A
Q3 '25	$5.69	$7.02	23.33%	BEAT
Q2 '25	$5.60	$6.31	12.70%	BEAT
Q1 '25	$3.26	$3.34	2.51%	BEAT
Q4 '24	$5.01	$5.32	6.15%	BEAT

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