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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir ($PLTR) is trending as investors anticipate upcoming earnings, with debates raging over whether the stock will continue its climb or face a pullback. Community discussions include potential catalysts like a stock split announcement and new government contracts, while some express concerns about its high valuation and potential security flaws.

Superfruits AI is redefining the Web3 landscape with an ecosystem of fruit-themed AI agents offering specialized insights and services, ranging from blockchain security to market sentiment analysis. Building on this vibrant foundation, we're introducing groundbreaking features like a proprietary Web3-trained AI model, an interactive Virtual Research Room, and the innovative concept of "Juices." These "Juices" empower high token holders to mix and match agents' capabilities, creating custom virtual rooms where agents collaborate on tailored analyses for portfolios or projects. By blending cutting-edge AI with gamified user experiences, Superfruits AI positions itself as a pioneer in Web3 analytics, offering unique tools that not only secure but also enrich the decentralized journey for every user.

SuperFruits AI

SuperFruits AI ($SUPAI) is trending as community members discuss its potential breakout and strong chart structure, with many highlighting its resilience amidst broader crypto market fluctuations. Conversations suggest an accumulation phase and anticipation for a significant move, emphasizing the intersection of AI technology and cryptocurrency. The community is closely watching volume and technical indicators, pointing towards growing interest from smart money.

Solana Street Bets is not just a memecoin; it's a symbol of creativity, humor, and the power of a united community. Inspired by the infamous /wallstreetbets subreddit. Solana Street Bets is here to put respect on the Wall St originated memes in the industry. Solana Street Bets is a decentralized Solana meme coin inspired by the infamous /wallstreetbets subreddit.

SatoshiStreetBets

SatoshiStreetBets ($SSB) is gaining traction within the crypto community, especially among those active on Phantom Wallet. Recent discussions highlight the potential of several new tokens like $UPRIGHT, $TYKE, $SMAS, $BOOCOIN.X and $PUPU, with community members emphasizing early adoption and strong fundamentals within the Solana ecosystem.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Biocryst (BCRX) is trending amid discussions of a potential acquisition and strategic portfolio moves, including the recent acquisition of Astria Therapeutics. The community is focused on the implications for BCRX's pipeline, particularly in the hereditary angioedema (HAE) market, and speculating about a possible buyout. Investors are weighing the potential benefits of portfolio expansion against concerns about debt and dilution, especially as it could impact the company's ability to generate revenue.

Bitmine Immersion Technologies, Inc. is a blockchain technology company, which engages in industrial scale digital asset mining, equipment sales, and hosting operations. It operates through the Cryptocurrency Mining Industry segment. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

BMNR is trending amidst discussions about its correlation to Ethereum's price movements and overall crypto market sentiment. Community members are debating whether BMNR is a worthwhile investment compared to direct ETH ownership, with some expressing concerns about potential dilution and the effectiveness of its treasury strategy. Tom Lee's influence and past price predictions are also being heavily scrutinized.

Core Scientific, Inc. engages in the business of operating a purpose-built facility for digital asset mining and provision of blockchain infrastructure, software solutions, and services. It operates under the Mining and Hosting segments. The Mining segment focuses on bitcoin mining for the company's own account. The Hosting segment includes blockchain infrastructure and third-party hosting business. The company was founded by Michael Jeffrey Levitt and Darin Feinstein on December 13, 2017 and is headquartered in Dover, DE.

Core Scientific Inc - Ordinary Shares - New

Core Scientific Inc

Core Scientific is trending due to Roth Capital and Macquarie issuing buy ratings and price target increases, with community members speculating on the potential upside following a deal collapse with CoreWeave. The community is actively discussing Core Scientific's AI/HPC infrastructure pipeline and its low-cost power edge, as well as potential trading halts on platforms like Robinhood. Bullish sentiment is building, with some anticipating further rallies and increased valuations in the AI infrastructure sector.

ProShares Trust - ProShares Ultra Bloomberg Crude Oil 2x Shares

ProShares Ultra Bloomberg Crude Oil

UCO is trending amid concerns over increasing crude oil supply and weakening demand, fueled by OPEC+ production hikes and rising renewable energy initiatives. Community discussions highlight the potential for a price crash due to oversupply, while some traders anticipate a rebound based on geopolitical tensions and technical indicators. Options activity suggests a mixed sentiment, with both bullish and bearish positions being taken.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending as investors discuss the company's potential rebound in the EV sector, driven by improving fundamentals and expansion plans. Community talking points include NIO's unmatched battery-swap network, recurring revenue from Battery-as-a-Service (BaaS), and management's reiterated goal of achieving profitability. The focus is on NIO's expansion of premium and mass-market models, positioning it for significant growth by 2026.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

ARDX is trending as the community analyzes recent executive leadership changes and anticipates upcoming earnings results, with some speculating about the implications for the company's future strategy. Bullish sentiment is fueled by positive analyst ratings and revenue growth expectations, while others remain cautious due to the ongoing CMS dispute and potential impact on XPHOZAH. Discussions revolve around the company's valuation and potential catalysts for a price increase.

BlackRock Institutional Trust Company N.A. - iShares Russell 2000 ETF

iShares Russell 2000 ETF

IWM is gaining attention as it attempts to break out of a multi-year consolidation, with community members closely watching key resistance levels. Bullish sentiment is fueled by trade deal optimism and potential Fed rate cuts, while others remain cautious due to narrow market breadth and economic uncertainties. Discussions revolve around whether small caps can sustain upward momentum or if a pullback is imminent.

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FocusShould You Buy NVIDIA as It Nears $5T Market Cap? ETFs in Focus

NVIDIA inches closer to the $5-trillion market-cap mark. Play the AI chip boom via ETFs SHOC, SMH, SMHX, SOXY & SEMI.

Want to Ride the Halloween Effect: ETF Strategies to Follow

It's time for the Halloween Effect! Check out ETFs like IYG, IYF, KBWB, XLV, XBI, SMH, FTXL, SPSM & VIOO that could shine from November -- April!

<ul class="summary-bullets"><li>Based on Monday’s closing price, Qorvo has a market capitalization of $8.53 billion compared to Skyworks’ $11.3 billion.</li><li>Apple accounted for 63% of Skyworks’ revenue and 41% of Qorvo’s.&nbsp;</li><li>Last week, Mizuho analyst Vijay Rakesh downgraded shares of Skyworks and Qorvo to ‘Underweight’ from ‘Neutral.’</li></ul>&nbsp;Qorvo, Inc. (QRVO) shares climbed sharply in Tuesday’s early premarket session, reacting to a report that suggested a takeover interest from peer Skyworks Solutions, Inc. (SWKS).While&nbsp;<a href="https://stocktwits.com/symbol/QRVO">Qorvo stock</a> climbed 10.24% in premarket,&nbsp;<a href="https://stocktwits.com/symbol/SWKS">Skyworks stock</a> fell 1.6%.<h2 class="st-heading-2">The Qorvo Deal Rumor</h2>An Information&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/apple-supplier-skyworks-held-talks-buy-8-billion-rival-qorvo?utm_campaign=%5BREBRAND%5D+RTSU+-+Aut&amp;utm_content=1109&amp;utm_medium=email&amp;utm_source=cio&amp;utm_term=129">report,</a> citing people familiar with the matter, stated that Skyworks held talks in recent months to buy Qorvo. Both companies have recently warned that sales to their biggest customer — Apple — have weakened. Other rivals were winning business, it added.It wasn’t yet clear whether the struggling Apple suppliers had clinched an agreement.Based on Monday’s closing price, Qorvo has a market capitalization of $8.53 billion compared to Skyworks’ $11.3 billion.Skyworks and Qorvo are manufacturers of high-performance analog and mixed-signal semiconductors. According to Koyfin's transcripts of the latest earnings calls for these companies, Apple accounted for 63% of Skyworks’ revenue and 41% of Qorvo’s. Qorvo’s primary end markets included automotive, consumer, defense &amp; aerospace, industrial &amp; enterprise, infrastructure, and mobile.<h2 class="st-heading-2">What Retail Feels About M&amp;A Rumor</h2>On Stocktwits, retail sentiment toward Qorvo stock improved to ‘bullish’ by early Tuesday, from ‘neutral’ a day ago. The message volume also perked up to ‘high’ levels. Meanwhile, sentiment toward the Skyworks stock remained ‘neutral’ but the message volume declined to ‘low’ levels.Last week, Mizuho analyst Vijay Rakesh&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/skyworks-qorvo-downgraded-to-sell-on-macro-lackluster-i-phone-shipments/ch6CiGtR3oS">downgraded shares&nbsp;</a>of Skyworks and Qorvo to ‘Underweight’ from ‘Neutral.’Mizuho’s Rakesh attributed his downbeat opinion to a tougher macro backdrop and limited stock-moving catalysts for radio-frequency and handsets. The analyst expects 2026 iPhone unit shipments to decline 7% year over year (YoY) following a strong 2025 performance. He also expects the new foldable iPhone with high selling prices to delay upgrades, impacting both Skyworks and Qorvo.More clarity on the fundamental outlook for these companies could emerge when Apple reports quarterly results on Oct. 30. While Qorvo is scheduled to announce its September quarter results after the market closes on Nov. 3, Skyworks is due to report a day later.For the year-to-date period, QRVO stock has gained about 32%, while SWKS shares have lost about 12%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-wobble-after-3-day-rally/cLGjeSpR3uz">&nbsp;</a><a href="https://stocktwits.com/news-articles/markets/equity/fed-decision-nears-as-markets-bet-on-jerome-powell-holding-the-line/cLGjaGDR3Hc">Fed Decision Nears As Markets Bet On Jerome Powell Holding The Line At October Meeting</a>

The technician laying CPU in the motherboard socket.

Apple Supplier Qorvo’s Stock Jumps Over 10% In Premarket, Here’s Why

Apple accounted for 63% of Skyworks’ revenue and 41% of Qorvo’s. 

Equity

<ul class="summary-bullets"><li>Baird’s Tristan Gerra also added a “Fresh Pick” designation to the stock, reasoning that the valuation is attractive.</li><li>The analyst sees the company benefiting from easier revenue and gross margin comparisons throughout 2026.</li><li>STM stock has gained just 2% year-to-date (YTD), underperforming the broader market, the tech sector, and the semiconductor industry.</li></ul>Shares of Netherlands-based chipmaker STMicroelectronics N.V. (STM) were among the top five trending equity tickers on Stocktwits early Friday as retail investors warmed to the stock following Thursday’s earnings-induced slump&nbsp;of over 13%.Traders, however, remained cautious as the<a href="https://stocktwits.com/symbol/STM"> STMicroelectronics stock</a> was marginally higher in the early premarket session on Friday. An analyst, however, issued an upbeat commentary regarding the stock, stating that the worst may be behind.<h2 class="st-heading-2">Baird Designates STM Among Fresh Picks</h2>In a note released late Thursday, Baird analyst Tristan Gerra reiterated an ‘Outperform’ rating on STM stock but reduced the price target to $45 from $50. “At current levels, stock embeds all the grief regarding the 1Q GM reset, positioning investors well for an ongoing revenue and gross margin recovery each following quarter throughout 2026,” the analyst said.Gerra also added a “Fresh Pick” designation to the stock, reasoning that the valuation is attractive, as the stock trades at a five-year trough price-earnings (P/E)&nbsp;ratio of 8x. The analyst sees the company benefiting from easier revenue and gross margin comparisons throughout 2026.Thursday’s stock plunge came despite the company’s third-quarter double-beat, as investors fretted about its gross margin, which was below its long-term targets. The company also issued a sub-par full-year revenue outlook.<h2 class="st-heading-2">What Is Retail Feeling About STM Stock?</h2>Stocktwits users turned ‘extremely bullish’ on STM stock early Friday, improving from the ‘neutral’ sentiment seen a day ago. The message volume also surged to ‘extremely high’ levels.A bullish user states that the positive fourth-quarter outlook is ‘huge’ for the stock.<stembedurl>https://stocktwits.com/SmallCapAlert/message/633540803</stembedurl>Another user included the stock in their watchlist for Friday. “Very strong European chip company, outstanding numbers, strong revenue, and strong profit, but the share price crashed by 13%,” they said.<stembedurl>https://stocktwits.com/SmallCapAlert/message/633478031</stembedurl>STM stock has gained just 2% year-to-date (YTD), underperforming the broader market, the tech sector, and the semiconductor industry.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/super-micro-stock-rises-premarket-as-analyst-points-to-strong-orders/cLGJ0DLR3sh">Super Micro Stock Rises Premarket As Analyst Points To Strong Orders: Retail Traders Look To Capitalize On Thursday Dip</a>

The booth of the company STMicroelectronics markets electronic chips at the tech festival in Grenoble, France, on February 6, 2025. (Photo by Romain Doucelin/NurPhoto via Getty Images)

STM Stock Edges Higher Premarket After Post-Earnings Plunge: Analyst Touts Attractive Valuation, Retail Turns Uber-Bullish

Baird’s Tristan Gerra also added a “Fresh Pick” designation to the stock, reasoning that the valuation is attractive.

<ul class="summary-bullets"><li>First-quarter revenue grew 27.6% YoY, although slowing from the 33.6% pace seen in the previous quarter.</li><li>CEO Tim Archer said the company is executing well in an environment of tremendous opportunity.</li><li>Retail sentiment toward LRCX stock improved to ‘extremely bullish’ on Stocktwits by late Wednesday.</li></ul>Semiconductor equipment maker Lam Research Corp’s (LRCX) stock slipped 0.54% in Wednesday’s extended session following its quarterly results, but it has since wiped the losses. In overnight trading,&nbsp;<a href="https://stocktwits.com/symbol/LRCX">LRCX stock</a> traded up 0.17%, according to Yahoo Finance.Lam Research stock has nearly doubled this year (+97%).<h2 class="st-heading-2">Lam Research’s Q1 Earnings Snapshot</h2>Fremont, California-based Lam Research’s revenue for the first quarter of the fiscal year 2026 grew 27.6% year-over-year (YoY), although slowing from the 33.6% pace seen in the previous quarter, while adjusted earnings per share (EPS) jumped nearly 47%. The revenue marked a quarterly record.-Revenue: $5.32 billion Vs. Fiscal.ai-compiled consensus of $5.23 billion-Adjusted EPS: $1.26 Vs. $1.22 consensus-Adjusted gross margin: 35%, up 60 basis points from Q4’25Lam Research’s CEO Tim Archer said the company’s innovations are helping its customers address major artificial intelligence (AI)-driven manufacturing inflections. “We are executing well in an environment of tremendous opportunity, and with our expanding portfolio of products and solutions across critical device segments, we are strongly positioned for continued growth.”Among business segments, systems revenue, accounting for roughly 67% of the total revenue, jumped about 49% and 3% sequentially. Geographically, China accounted for 43% of the total revenue, Taiwan 19%, Korea 15% and Japan 10%.<h2 class="st-heading-2">Lam Research’s Outlook</h2>The company guided second-quarter revenue in the range of $4.9 billion to $5.5 billion and adjusted EPS of $1.05 to $1.25.&nbsp; Analysts, on average, expect the metrics to be at $5.23 billion and $1.03, respectively. It expects adjusted margins to come in at 33% +/- 1%.On the earnings call, CEO Archer said the quarterly revenue guidance incorporated roughly a $200 million revenue impact from the recently announced 50% affiliate rule restricting shipments to certain domestic&nbsp;Chinese customers, according to a transcript provided by Koyfin. The company expects the rule to impact its full-year revenue by about $600 million.&nbsp;Archer expects the China region to represent less than 30% of our overall revenues in calendar year 2026. Worldwide wafer fabrication equipment (WFE) spending has been shaping up to be slightly better than the company’s prior view of $105 billion in the calendar year 2025, predominantly due to better-than-expected high-bandwidth memory (HBM)-related investments, he added.<h2 class="st-heading-2">What Retail’s Feeling About LRCX Stock</h2>Retail sentiment toward LRCX stock improved to ‘extremely bullish’ on Stocktwits by late Wednesday, from the ‘neutral’ mood seen a day ago. Retail chatter also grew to ‘extremely high’ levels. The message volume on the stream climbed nearly 1,800% over the 24 hours leading up to late Wednesday.A bullish user lamented that “good companies” are being held down as usual, adding that the stock could climb to $300 next year. LRCX stock settled&nbsp;in Wednesday’s regular session at $141.25.<stembedurl>https://stocktwits.com/BigMoneyBenjamins/message/633341030</stembedurl>Another user suggested that the post-earnings stock reaction may have been due to the soft guidance, which potentially triggered profit-taking. ‘Planning to reload later,” they said.<stembedurl>https://stocktwits.com/WhorenLauren/message/633332173</stembedurl>According to Koyfin, the consensus price target for LRCX stock is $130.96, implying over 7% downside from current levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibm-stock-plunges-after-hours-despite-q3-revenue-beat-guidance-hike/cLG4GCYR3qt">IBM Stock Plunges After-Hours Despite Q3 Revenue Beat, Guidance Hike: Analyst Says Buy Any ‘Knee-Jerk’ Weakness</a>

In this photo illustration, a person holds a smartphone displaying the logo of Lam Research Corporation (NASDAQ: LRCX) on July 28, 2025, in Chongqing, China. 

Lam Research Stock Wobbles After-Hours Despite Q1 Beat: Here’s Why

First-quarter revenue grew 27.6% YoY, although slowing from the 33.6% pace seen in the previous quarter.

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Ahead of Apple’s quarterly results, the shares of two of its suppliers received bearish recommendations from analysts.&nbsp;Mizuho analyst Vijay Rakesh downgraded shares of Skyworks Solutions, Inc. (SWKS) and Qorvo, Inc. (Qorvo) from ‘Neutral’ to ‘Underweight,’ the summary of the notes carried by the Fly showed. The analyst also cut the price target for Skyworks stock to $60 from $70, and that for Qorvo to $75 from $87. The new price targets imply downside potential of 20.3% and 18.6%, respectively, for the stocks, from their respective closing prices on Friday.Reacting to the downgrades,&nbsp;<a href="https://stocktwits.com/symbol/SWKS">Skyworks stock</a> fell 2.60% to $73.36 in overnight trading, according to Yahoo Finance, while <a href="https://stocktwits.com/symbol/QRVO">Qorvo stock</a> slipped 2.15% to $90.15.Irvine, California-based Skyworks and Qorvo are manufacturers of high-performance analog and mixed-signal semiconductors. According to transcripts of the latest earnings call of these companies provided by Koyfin, Apple accounted for 63% of Skyworks’ revenue and 41% of Qorvo’s. Qorvo’s primary end markets included automotive, consumer, defense &amp; aerospace, industrial &amp; enterprise, infrastructure and mobile.Mizuho’s Rakesh attributed his downbeat opinion to a tougher macro backdrop and limited stock-moving catalysts for radio-frequency and handsets. The analyst expects 2026 iPhone unit shipments to decline 7% year-over-year (YoY) following a positive performance in 2025. He also expects the new foldable iPhone with high selling prices to delay upgrades, impacting both Skyworks and Qorvo.Mizuho also flagged China headwinds for these companies as subsidies fade into 2026. More clarity on the fundamental outlook for these companies could emerge when Apple&nbsp;reports quarterly results on Oct. 30.On Stocktwits, retail sentiment toward Skyworks stock remained ‘bullish,’ although the reaction to the downgrade hasn’t been fully captured yet. The message volume on the stream increased slightly to ‘normal’ levels. Retail mood toward Qorvo remained ‘neutral,’ with the message volume at a ‘low’ level.For the year-to-date period, Skyworks stock has lost 12.5%, while Qorvo stock has jumped 32%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/activist-investor-turns-up-heat-on-cooper-urges-bausch-lomb-merger-to-boost-returns-report/ch6CWJvR3oK">Activist Investor Turns Up Heat On Cooper, Urges Bausch + Lomb Merger To Boost Returns: Report</a>

The close up image of the CPU and Motherboard - stock photo

Apple Suppliers Skyworks, Qorvo Downgraded To Sell: Analyst Cites Tougher Macro Backdrop, Lackluster iPhone Shipments

According to transcripts of the latest earnings call of these companies provided by Koyfin, Apple accounted for 63% of Skyworks’ revenue and 41% of Qorvo’s.

Taiwan Semiconductor-Heavy ETFs in Focus on Upbeat Earnings

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Jim Cramer reportedly cited ASML Holding N.V. (ASML) as a model for understanding the escalating trade war between the U.S. and China.&nbsp;According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/15/cramer-this-european-company-is-key-to-understanding-us-china-trade-tensions.html">report</a>, Cramer advised investors seeking to understand trade tensions to consider the Dutch manufacturer of advanced lithography systems, which are essential for chip production.&nbsp;The company reported stronger-than-expected third-quarter (Q3) results, with&nbsp;revenue climbing 0.7% year-over-year (YoY) to&nbsp;€7.526 billion ($8.8 billion).&nbsp;However, the company also warned of a sharp decline in Chinese sales in 2026 due to tightening export restrictions. The U.S. has already imposed limits on advanced chip exports over national security concerns, and the Dutch government has introduced licensing requirements impacting ASML’s ability to sell its most sophisticated extreme ultraviolet (EUV) lithography machines to China, the report stated.&nbsp;ASML stock traded over 1% higher on Wednesday afternoon. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:935/108;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_15_140644_png_ac18308c06.webp" alt="ASML’s Sentiment Meter and Message Volume as of 01:30 p.m. ET on Oct. 15, 2025 | Source: Stocktwits" width="935" height="108"><figcaption>ASML’s Sentiment Meter and Message Volume as of 01:30 p.m. ET on Oct. 15, 2025 | Source: Stocktwits</figcaption></figure>ASML continues to sell less advanced lithography tools to China. “That is the crux of what the Chinese are most worried about,” Cramer said. “Without&nbsp;ASML, they can’t do what Nvidia does.&nbsp;ASML is the key. And as long as we continue to put a restriction on ASML, the Chinese have to be going nuts, because they can’t beat,” the U.S. in chip technology,&nbsp;he added.Following its Q3 earnings, ASML also received a boost from BofA, which raised its price target on the company to&nbsp;€986 from&nbsp;€941 and reaffirmed a ‘Buy’ rating, according to TheFly.&nbsp;ASML stock has gained over 37% in the last 12 months.&nbsp;Exchange Rate:&nbsp;€1=$1.16Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/f5-stock-slides-4-percent-after-confirmation-of-cyberattact-by-a-nationa-state-actor/ch6FczhR3NU">F5 Stock Slides 4% After Confirmation Of Cyberattack By A Nation-State Actor</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Jim Cramer Reportedly Highlights ASML’s Central Role In US-China Chip Battle

According to a CNBC report, Cramer advised investors seeking to understand trade tensions to consider the Dutch manufacturer of advanced lithography systems, which are essential for chip production.

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