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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is rallying as the community intently focuses on whether the company will decline to match a recently deemed superior offer for Warner Bros. Discovery, with many investors hoping this avoids substantial debt and regulatory obstacles, potentially triggering further upside as the crucial decision looms.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending after its latest earnings report revealed record annual revenue, a GAAP profit, and robust 2026 guidance, sparking strong bullish sentiment among investors. The community is actively debating the potential for a short squeeze given high short interest, though some members remain cautious about the company's long-term profitability trajectory.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is sparking intense community debate following its latest earnings report, which featured robust revenue growth and a staggering $66.8 billion backlog but also widening net losses and an EPS miss. Investors are weighing the massive AI infrastructure demand and a new $8.5 billion Meta-backed loan against significant debt, cash burn, and execution challenges, with further clarity anticipated from the earnings call.

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

Despite reporting blockbuster earnings and raising guidance, NVIDIA's stock is experiencing a notable decline, sparking intense community debate over alleged market manipulation and broader AI valuation concerns, even as many investors view this as a prime buying opportunity.

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SPY is trending as community discussion intensifies around whether NVIDIA's earnings, despite beating estimates, mark a "sell the news" event, potentially signaling a broader market pullback as participants question catalysts for continued upward momentum.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is experiencing significant volatility following guidance that prioritizes user growth and AI innovation over immediate financial gains, alongside a $400M share buyback. This has ignited a fierce debate among investors regarding the company's long-term competitive moat against AI translation tools versus its potential to become an education super-app.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is drawing significant attention as the community eagerly anticipates new hyperscaler lease announcements and key earnings reports from NVIDIA and CoreWeave. Discussions revolve around the stock's high short interest and its strategic position within the booming AI data center infrastructure sector amidst recent market volatility.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is trending as a major strategic shift towards AI and high-performance computing data centers, driven by new partnerships and acquisitions, is generating intense community discussion and speculation about a significant short squeeze, largely overshadowing recent disappointing financial results.

Block, Inc. engages in creating ecosystems for distinct customer audiences. It operates through the Square and Cash App segments. The Square segment provides payment services, software solutions, hardware, and financial services to sellers. The Cash App segment includes the financial tools available to individuals within the mobile Cash App, including peer-to-peer payments, bitcoin and stock investments. It also includes Cash App Card, which is linked to customer stored balances that customers can use to pay for purchases or withdraw funds from an ATM. The company was founded by Jack Patrick Dorsey and James Morgan McKelvey in February 2009 and is headquartered in Oakland, CA.

Block Inc - Ordinary Shares - Class A

Block Inc

Block Inc. is surging after announcing a significant workforce reduction and restructuring towards an "AI-first" strategy, coinciding with strong Q4 results. The market is cheering these aggressive cost-cutting measures, sparking community debate over the ethics of rewarding mass layoffs and their implications for the broader tech sector's efficiency through AI.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance (PSKY) is heavily discussed as Warner Bros. Discovery (WBD) considers its revised, potentially superior takeover bid, prompting community debate over whether PSKY is making a transformative move or incurring excessive debt, and if Netflix will counter-bid or accept a breakup fee.

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Bank of America revamps Amazon stock price target

The AI spending scare has hammered Amazon (AMZN) stock, pushing it into the penalty box, but Bank of America analysts have a different perspective.The bank reaffirmed its Buy rating on the stock and...

Westside Investment Management Inc. Has $8.49 Million Stock Holdings in NVIDIA Corporation $NVDA

Westside Investment Management Inc. raised its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 10.3% during the third quarter, according to its most recent disclosure with the...

WCM Investment Management LLC Cuts Position in NVIDIA Corporation $NVDA

WCM Investment Management LLC reduced its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 29.0% in the third quarter, according to its most recent filing with the Securities and...

NVIDIA Corporation $NVDA Stake Raised by Transcendent Capital Group LLC

Transcendent Capital Group LLC grew its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 53.5% in the third quarter, according to its most recent filing with the SEC. The fund...

Veltria Advisors Corp. Has $291,000 Stock Holdings in NVIDIA Corporation $NVDA

Veltria Advisors Corp. decreased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 89.3% during the 3rd quarter, according to the company in its most recent filing with the...

Wallace Hart LLC Makes New Investment in NVIDIA Corporation $NVDA

Wallace Hart LLC purchased a new stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund...

Zacks Research Upgrades NVIDIA (NASDAQ:NVDA) to Strong-Buy

Zacks Research upgraded NVIDIA from a "hold" rating to a "strong-buy" rating in a research report on Wednesday...

<ul class="summary-bullets"><li>Several analysts, including JPMorgan and BofA, raised their price targets on the stock; their average target implies an over 40% upside.</li><li>Nvidia’s fundamental strength persists despite sustainability concerns, said Deutsche Bank analysts. "AI is not in a bubble," Truist said</li><li>Stocktwits sentiment for NVDA holds in the ‘extremely bullish’ zone.</li></ul>Nvidia shares edged higher, rising 0.8% in the premarket session on Friday, amid a string of positive commentary and price target hikes from analysts.&nbsp;Shares fell 5.6% on Thursday, its steepest drop in 10 months, despite upbeat results from the chipmaker, as investors signaled that Nvidia’s growth wasn’t enough to justify its lofty valuation amid intensifying talk of an AI bubble.Tech stocks across the board have been under pressure over the last few weeks, with NVDA now in the red (down 0.9%) for the new year.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260227_033415353_png_a7abdac18d.webp" alt="koyfin_20260227_033415353.png" width="1600" height="800"></figure><h2 class="st-heading-2">Analysts Push Back On ‘AI Bubble’ Narrative</h2>Several analysts nevertheless raised their price targets, noting that fears of an AI bubble may be overstated and that Nvidia’s business, along with demand for AI chips and applications, remains robust.Nvidia’s fundamental strength persists despite sustainability concerns, Deutsche Bank said in an investor note. The research firm raised its price target to $220 from $215 while maintaining a ‘Hold’ rating.&nbsp;"AI is not in a bubble" and that the AI total addressable market CAGR is "realistically 50%," Truist analysts said in their note. They said Nvidia’s growth accelerating despite component shortages is a hearty signal. Trusit raised its price target to $300 from $220.JPMorgan, Morgan Stanley, and Bank of America, among others, raised their Nvidia stock targets from the earnings report.&nbsp;Morgan Stanley separately&nbsp;flagged cash flow pressure at hyperscalers (Nvidia’s customers), raising questions about the sustainability of their committed spending.Currently, 56 of 61 analysts recommend ‘Buy’ or higher on Nvidia stock, two rate it ‘Hold’, and a lone analyst rates it ‘Sell,’ according to Koyfin. Their average price target of 262.29 implies an upside of 42% from the stock’s last close.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_27_at_3_30_19_PM_png_18a241722d.webp" alt="Screenshot 2026-02-27 at 3.30.19 PM.png" width="703" height="94"><figcaption>NVDA sentiment and message volume as of February 27 | Source: Stocktwits</figcaption></figure>Retail sentiment flipped from ‘bearish’ to ‘extremely bullish’ after Wednesday's report and has held up in the territory. Many said they believe the stock’s drop on Thursday was a “distortion” and an opportunity to load up shares.<stembedurl>https://www.stocktwits.com/The__short_squeezer/message/646044067</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/is-snap-stock-past-its-bottom-retail-bulls-slowly-emerge-even-as-insider-selling-keeps-pressure-on/cZTcX0bRIRz">Is SNAP Stock Past Its Bottom? Retail Bulls Slowly Emerge Even As Insider Selling Keeps Pressure On</a>

An illustrative stock graph displayed on a screen and Nvidia logo displayed on a phone screen. 

NVDA Stock Rebounds In Premarket After Worst Drop In 10 Months; Analysts, Retail Investors Remain Optimistic 

Despite blowout results, Nvidia stock had dropped 5.6% on Thursday.

Equity

Despite blowout results, Nvidia stock had dropped 5.6% on Thursday.


Silphium Asset Management Ltd Acquires 9,900 Shares of NVIDIA Corporation $NVDA

Silphium Asset Management Ltd raised its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 17.3% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The...

Nichols & Pratt Advisers LLP MA Sells 4,000 Shares of NVIDIA Corporation $NVDA

Nichols & Pratt Advisers LLP MA lowered its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 10.2% during the 3rd quarter, according to the company in its most recent 13F filing...

$NVDA Q4 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $1.77 up 96.67% YoY
• NVIDIA expects supply constraints to be a headwind to Gaming in the first quarter of fiscal year 2027 and beyond, with no explicit quantified financial guidance for overall revenue or earnings.

Stocktwits

 Q4 '26 Earnings Results & Recap

• Reported GAAP EPS of $1.77 up 96.67% YoY
• NVIDIA expects supply constraints to be a headwind to Gaming in the first quarter of fiscal year 2027 and beyond, with no explicit quantified financial guidance for overall revenue or earnings.

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Stocktwits Earnings

The stock's unexpected dip post-earnings, despite stellar results and raised guidance, sparks debate on market logic and future direction.

Traders are intently focused on options expiration mechanics, with many predicting price "pinning" near the $185-"190 max pain" level due to dealer hedging.

Analysts remain optimistic, raising price targets up to $300, as massive capital expenditure by hyperscalers confirms unyielding long-term AI sector growth.

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