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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.

Intel Corp

Intel is seeing a massive surge after a strong earnings report that outperformed estimates, with the community celebrating the company's ability to capitalize on AI data center demand. Investors are actively discussing a significant sector rotation into semiconductors, with many focused on the stock shattering long-term resistance levels while shorts face an intense squeeze.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. 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

AMD is trending after breaking through record highs, fueled by intense momentum and community optimism surrounding the broadening demand for AI-driven data center CPUs. While some investors urge caution citing overextended valuation metrics compared to sector peers, the dominant sentiment remains overwhelmingly bullish as the community anticipates further upside leading into upcoming earnings.

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 drawing intense scrutiny as investors debate its role as an AI infrastructure backbone, with community sentiment split between frustration over stagnant short-term price action and long-term conviction in its leadership. Conversations are currently dominated by the stock's massive market valuation, its strategic investments in hardware partners, and the broader debate on whether the AI buildout is a sustainable multi-year story or an over-hyped bubble.

Skillz, Inc. operates a mobile gaming platform that connects players in competition. It helps developers build franchises by enabling social competition in their games. Skillz hosts casual esports tournaments for mobile players worldwide. The company was founded by Andrew C Paradise and Casey Chafkin in 2012 and is headquartered in Las Vegas, NV.

Skillz Inc - Ordinary Shares - Class A

Skillz Inc

Skillz Inc. is surging after a federal jury ruled in its favor, awarding $420 million in damages regarding deceptive advertising and the use of bots by a rival, with potential for even greater profit disgorgement. Community sentiment is electric, with investors actively debating the long-term impact of the windfall on the companys cash position and the potential for a massive, multi-day short squeeze as traders monitor for after-hours momentum.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is currently experiencing a historic rally, driven by aggressive institutional buying and intense investor optimism surrounding the semiconductor super cycle and AI infrastructure demand. While the community is divided between bullish participants celebrating consecutive green days and skeptical traders warning of a potential blow-off top, the overwhelming sentiment remains focused on the momentum that has pushed the ETF to new heights despite broader market volatility.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Investors are actively debating the unprecedented 17-day rally in semiconductor stocks, with the community polarized between those betting on an epic collapse of what they perceive as an AI-driven bubble and those warning against the dangers of holding an inverse, decay-prone asset like SOXS. Sentiment is characterized by deep frustration over the sector's relentless upward momentum, as traders grapple with managing losses on a position that continues to defy conventional technical analysis and market logic.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is rallying as investors react to the strategic announcement that the company is entering the data center CPU market with its own in-house silicon, directly challenging established industry players. The community is actively debating the stock's massive valuation expansion and long-term earnings potential, with many discussing whether the recent parabolic move is a sustainable structural re-rating or an overextended momentum play driven by speculative AI hype.

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 Inc. is trending as investors debate the impact of unverified reports claiming a major contract loss with Oracle, which triggered a significant price drop. The community remains deeply divided, with many traders dismissing the news as a coordinated 'hit piece' by short sellers ahead of the upcoming earnings report while others express frustration over persistent management trust issues and the company's legal volatility.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending as investors aggressively monitor its potential for major compute infrastructure deals, fueled by a high-conviction narrative that the company's secured power and data center capacity make it a key player in the AI hardware supply chain. The community remains deeply divided and highly engaged, with bull-side discussions fixated on upcoming site energization and potential hyperscaler partnerships, while bear-side participants frequently highlight concerns over dilution and price manipulation.

BYTE is a novel meme token that creatively intertwines the worlds of cryptocurrency and popular culture. Inspired by Grok's answer to "What would you name your dog?", Grok answered, 'Byte.' When Grok was asked who created Byte, it says he was created by the xAI team lead by Elon Musk as a gift to Grok AI to keep him company in the metaverse. BYTE serves as a playful reference to the unit of digital information, as well as a nod to the AI's technological nature. Distinctively, Byte acts as a gateway towards Ai adoption and stands out in the crypto space due to its zero-tax policy, a feature that is increasingly appealing to many investors. Additionally, it upholds the principles of transparency and investor trust by having its liquidity permanently burned and the contract ownership renounced. This ensures that Byte remains a community-driven project, with its fate firmly in the hands of its holders. The combination of a playful theme, generative AI, and a nod to a tech icon makes Byte an intriguing addition to the meme token ecosystem, especially AI related meme coins.  Through pioneering AI this story has grown more and more robust and continues to evolve, Byte pledges its dedication to community efforts and and has consistently appeared in the Top 10 of LunarCrush’s social engagement leaderboards on multiple occasions.

BYTE

BYTE is trending as the community highlights its origin as the AI-inspired dog from Grok, emphasizing its narrative as a long-term, community-led project on the Ethereum blockchain. Enthusiasts are actively rallying around the token's decentralized structure and its integration into AI-driven cultural lore, positioning it as a resilient play within the meme coin sector.

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<ul class="summary-bullets"><li>TXN’s revenue in the first quarter grew 19%, also ahead of expectations.</li><li>The chipmaker highlighted industrial and data center consumer segments as driving growth.</li><li>Stocktwits sentiment for TXN climbed higher in the ‘extremely bullish’ zone.</li></ul>Texas Instruments shares gained over 11% in the overnight trading session heading into Thursday, after the chipmaker forecast quarterly revenue and profit above market expectations.If the gains hold in the regular session, it would be the stock’s best day in over a year and set a new record. The results are the first from a chip company this season: Intel will report in post-market hours on Thursday, and others like Qualcomm and Advanced Micro Devices&nbsp;will report in the coming weeks.&nbsp;<h2 class="st-heading-2">TXN’s Quarterly Performance, Q2 Forecast&nbsp;&nbsp;</h2>Texas Instruments expects second-quarter revenue between $5 billion and $5.4 billion and earnings per share between $1.77 and $2.05. Analysts polled by FactSet were expecting revenue of $4.86 billion and earnings of $1.57 a share.In the first quarter, revenue increased 19% to $4.83 billion,&nbsp;exceeding expectations of $4.53 billion. Profit rose 31% to $1.55 billion. The company&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ti.com/about-ti/newsroom/news-releases/2026/2026-04-22-ti-reports-first-quarter-2026-financial-results-and-shareholder-returns.html">highlighted</a> the industrial and data center segments as&nbsp;driving growth.&nbsp;Texas Instruments makes analog chips and embedded processors, the kinds that connect the physical markets like sound, temperature, power, motion and so on to digital systems.&nbsp;Its chips are widely used in industrial equipment, automobiles, consumer electronics, and communications gear for tasks like power management, signal processing, and control.&nbsp;<h2 class="st-heading-2">Retail’s View On TXN</h2>On Stocktwits, the retail sentiment for TXN has climbed higher over the week and was ‘extremely bullish’ in early Thursday hours. Traders were upbeat about the stock’s prospects, although some discussed potential profit-taking in the coming days.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_23_at_9_38_11_AM_png_cbfec97215.webp" alt="Screenshot 2026-04-23 at 9.38.11 AM.png" width="592" height="101"><figcaption>TXN sentiment and message volume as of April 22 | Source: Stocktwits</figcaption></figure>“$TXN nice move…but I predict some profit taking tomorrow and Friday,”&nbsp;<a href="https://stocktwits.com/Lpohc/message/651102810">said</a> a trader.“No doubt profit takes will be around and Friday is traditionally a sell off. But, as an investor, I know this ticker pays good dividends and will always hit a new all time high,” another trader&nbsp;<a href="https://stocktwits.com/2bitinvestor/message/651090410">said</a>.“We might even be looking at a first time ever stock split in the near future. But regardless, this is a great investment in a company with ground breaking advancements over the years.”<a href="https://stocktwits.com/symbol/TXN">TXN stock</a> is up 38% year to date, riding a broader chip-stock rally, with momentum picking up sharply in recent weeks.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mrvl-stock-rally-rolls-on-overnight-after-third-deal-this-year-to-boost-optical-connectivity-portfolio/cZBf16kRebS">MRVL Stock Rally Rolls On Overnight After Third Deal This Year To Boost Optical Connectivity Portfolio</a>&nbsp;

 The Texas Instruments manufacturing facility is seen Thursday, April 7, 2016 in South Portland, Maine. (Photo by Joel Page/Portland Portland Press Herald via Getty Images)

Why Did TXN Stock Jump Over 11% Overnight?

Texas Instruments' quarterly forecasts came in higher than analysts’ targets. 

Equity

Texas Instruments' quarterly forecasts came in higher than analysts’ targets. 


<ul class="summary-bullets"><li>Chip stocks advanced sharply, with the key fund, iShares Semiconductor ETF (SOXX), on track for its best month since 2001.</li><li>With major recent deal wins and a comparatively low P-E ratio, Broadcom stands out.</li><li>Intel has rallied the most in the group in April, and yet analysts expect 22% upside in the stock.</li></ul>Semiconductor stocks staged an incredible rebound in April, with the key sectoral fund, the&nbsp;<a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF (SOXX)</a>, heading for its best month since its launch in 2001.The gain is being driven by Marvell Technology and Intel, each surging roughly 49% so far this month, while memory chipmakers continue to build momentum, with Western Digital, Seagate, and Micron advancing between 33% and 38%.Investors are processing the sharp gains as they prepare for the quarterly earnings. Among the top chip stocks, a few still appear relatively attractive.Amongst Intel, Advanced Micro Devices and Broadcom, analysts are recommending loading up on the latter two. The price-to-earnings (P/E) ratios of AMD and Broadcom are also more attractive than Intel's, which has the second-highest P/E ratio in&nbsp;the Nasdaq-100.<h2 class="st-heading-2">Why AVGO Stands Out</h2>Broadcom is a standout in the group. The company recently expanded its partnership with Google and will now produce AI chips for the search giant through 2031. That came close on the heels of a similar deal with Meta Platforms, turning analysts more bullish on the chip-maker’s prospects, given the significant tie-ups with all major hyperscalers, which are funding the AI and data center boom.Intel shares have rallied on a mix&nbsp;of AI narrative shift, deal momentum, and turnaround optimism. The chip maker has been showing progress in its foundry business – long a source of concern – with the release of PC chips using its advanced 18A process and a steady stream of high-profile partnerships across cloud and AI customers.AMD, Nvidia’s primary rival in the AI server market, is rallying alongside broader optimism around AI-driven data center spending. Sentiment got a major boost in February when the company struck a $100 billion infrastructure and investment deal with Meta, while anticipation is building around its upcoming MI400 and MI450 processors.&nbsp;<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col><col></colgroup><tbody><tr><td>&nbsp;</td><td>Gain From 52-Week Low</td><td>Analyst Buy Calls</td><td>Average Upside Projection</td><td>Forwards 12-Month P/E Ratio</td></tr><tr><td>Intel</td><td>260%</td><td>&nbsp; 9/47</td><td>22.10%</td><td>121.3</td></tr><tr><td>AMD</td><td>228%</td><td>35/48</td><td>6.40%</td><td>41</td></tr><tr><td>Broadcom</td><td>147%</td><td>44/47</td><td>19%</td><td>29.7</td></tr></tbody></table></figure></div>Source: Koyfin Here’s what analysts are expecting for their upcoming earnings:Intel&nbsp; Results: April 23, after the market close Revenue: $122.43 billion, down 2% Profit: $0.01 per share, down 90%AMD Results: May 5, after the market close Revenue: $9.87 billion, up 38% Profit: $1.28 per share, up 33%Broadcom Results: TBA Revenue: $22.06 billion, up 47% Profit: $2.39 per share, up 51%<h2 class="st-heading-2">How Do Intel, AMD, Broadcom Chips Differ?</h2>Intel, AMD, and Broadcom operate at very points in the semiconductor stack.Intel is still one of the largest integrated device manufacturers (IDMs), meaning it designs and manufactures its own chips, with massive fabrication facilities and a broad footprint spanning PCs, servers, and increasingly foundry services for third parties.&nbsp;AMD, by contrast, is fabless – it designs chips but outsources manufacturing (primarily to TSMC). In terms of scale, Intel has historically led in revenue and manufacturing depth, but AMD has narrowed the gap in market value and influence through strong execution in CPUs and data center chips.&nbsp;Broadcom sits differently: it’s not a direct CPU competitor but a diversified semiconductor and infrastructure software giant,&nbsp;On products and sub-sectors, Intel and AMD overlap heavily in CPUs and data center processors, with AMD also strong in GPUs and AI accelerators. Intel is rebuilding its position in GPUs and AI chips.&nbsp;Broadcom, however, dominates in networking, connectivity, and custom silicon,&nbsp; and makes chips for data center switching, broadband, Wi-Fi, and Bluetooth tailored for hyperscaler workloads.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

A robotic machine manufactures a semiconductor chip at a stall to show investors during The Advantage Assam 2.0 Investment Summit in Guwahati, India, on February 25, 2025. (Photo by David Talukdar/NurPhoto via Getty Images)

INTC Vs AMD Vs AVGO: Which Chip Stock Has Most Upside Amid Hot AI Rally?

Intel is reporting its quarterly results on Thursday, and AMD next week.

<ul class="summary-bullets"><li>Marvell drew attention as a notable beneficiary of the AI infrastructure buildout in the U.S., particularly due to the growing need for optical networking in AI data centers.</li><li>Intel is rising amid a repositioning from a traditional chipmaker to a key player in the AI infrastructure market through a pivot to foundry services.</li><li>Advanced Micro Devices has been garnering positive attention after announcing a multi-year deal with Meta to power Meta's AI infrastructure.</li></ul>Shares of chip companies Marvell Technology Inc. (MRVL), Intel Corp. (INTC), and Advanced Micro Devices Inc. (AMD) jumped to 52-week highs on Friday amid growing optimism and investor appetite for chip stocks, part of the artificial intelligence infrastructure boom.On Friday, MRVL stock rose 4.7% higher and climbed to $139.91 during the day’s trading. Meanwhile, INTC stock jumped more than 2% to an intraday high of $70.32 10%, while AMD shares hit $281.05 in intraday trading before closing 0.05% up.Meanwhile, the iShares Semiconductor ETF (SOXX), which tracks semiconductor companies in the U.S., closed up 2.4% on Friday.<h2 class="st-heading-2">Marvell Gains Wall Street Approval</h2>MRVL stock closed in the green in four out of five sessions last week, drawing attention from Wall Street and retail investors as a notable beneficiary of the AI infrastructure buildout in the U.S., particularly the growing need for optical networking in AI data centers.On Thursday, Stifel analyst Tore Svanberg raised the price target on Marvell to $140 from $120 and maintained a ‘Buy’ rating on the shares, saying that volatility in AI-related companies presented long-term buying opportunities. Oppenheimer also raised the price target on Marvell to $170 from $150 and maintained an ‘Outperform’ rating on the shares, indicating an upside potential of 21.7% from the last close. The firm said that after hosting an investor meeting with the company’s management, it was “bullish” that Marvell had highlighted the accelerating growth outlook led by DCAI networking and ASIC.As of Sunday, Marvell continued to garner <a href="https://stocktwits.com/news-articles/markets/equity/marvell-stock-jumps-overnight-on-buzz-of-custom-google-ai-chip-talks-retail-bulls-cheer-loudly/cZB5u6ORIya">attention amid reports</a> that Alphabet Inc.’s (GOOG, GOOGL) Google was in talks with the company to develop two chips aimed at improving the efficiency of AI model operations.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/MRVL/sentiment">MRVL stock</a> was in the ‘bullish’ territory at the time of writing, amid ‘high’ message volumes. MRVL shares have surged more than 56% this year.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_20_at_10_27_18_AM_png_7e5330a777.webp" alt="MRVL sentiment.png" width="1271" height="172"></figure><h2 class="st-heading-2">Intel Runs Higher On Foundry Expansions</h2>INTC stock extended a strong rally, rising for its third consecutive week to reach a 52-week high on Friday. The chip giant is now repositioning itself from a traditional chipmaker to a key player in the AI infrastructure market by pivoting to foundry services.Last week, the company hired Samsung’s Foundry head Shawn Han to <a href="https://stocktwits.com/news-articles/markets/equity/intel-hires-samsungs-shawn-han-for-foundry-services-amid-strategic-pivot/cZJvMB9RID6">lead its own Foundry Services</a>, shortly after announcing a partnership with Elon Musk’s Terafab initiative, as well as an announcement that Alphabet Inc.’s (GOOGL) Google would deploy its Xeon processors in its data centers.Last week, Bernstein raised the price target on Intel to $60 from $36 and kept a ‘Market Perform’ rating on the shares, on higher server assumptions and gross margin estimates. Intel is also set to report earnings on April 23.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/INTC">INTC stock</a> was in the ‘bullish’ territory at the time of writing, amid ‘high’ message volumes. INTC shares have surged more than 73% this year.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_20_at_10_27_35_AM_png_972a6f96dc.webp" alt="INTC sentiment.png" width="1277" height="150"></figure><h2 class="st-heading-2">AMD Rides Chip Wave Optimism</h2>AMD stock was yet another semiconductor company on a winning streak, rising for 13 straight sessions. The company has been turning heads among investors after announcing a multi-year deal with Meta Platforms (META) to power the social media giant’s AI infrastructure.Meanwhile, Bernstein raised the price target on AMD last week to $265 from $235 and kept a ‘Market Perform’ rating on the shares, saying it had adjusted its estimates to reflect better server assumptions and the new Meta deal.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/INTC">AMD stock</a> was in the ‘extremely bullish’ territory at the time of writing, amid ‘high’ message volumes. AMD shares have surged more than 24% this year.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_20_at_10_27_53_AM_png_cff97dd638.webp" alt="AMD sentiment.png" width="1273" height="150"></figure>For updates and corrections, email newsroom[at]stocktwits[dot]com.

MRVL, INTC, AMD Stocks Clocked 52-Week Highs Last Week: What Drove The Chip Stocks Higher?

On Friday, MRVL stock rose 4.7% higher and climbed to $139.91 during the day’s trading, while INTC stock jumped to an intraday high of $70.32 10%, and AMD shares hit $281.05. 

MRVL, INTC, AMD Stocks Clocked 52-Week Highs Last Week: What Drove Chip Stocks Higher?

<ul class="summary-bullets"><li>Marvell shares jumped 10% in the overnight session.</li><li>Marvell will make custom chips for Google; the search giant has previously purchased off-the-shelf data center chips from Marvell.</li><li>Semiconductor stocks, led by Intel, AMD and memory chip firms, have climbed sharply so far in April.</li></ul>Marvell Technology Inc.’s shares jumped&nbsp;nearly 8% in the overnight session heading into Monday, with the ticker trending among the top five on Stocktwits, after reports of talks of a major tie-up with Google.Google is reportedly in discussions with Marvell to develop two chips&nbsp;aimed at&nbsp;improving the efficiency of AI model operations, according to a Sunday report by The Information, citing two people with direct knowledge of the discussions.One of the chips is said to be a memory-focused processor that would complement Google’s existing tensor processing units (TPUs), while the other is a next-generation TPU tailored specifically for AI inference workloads.While Google has bought data center chips from Marvell before, those purchases were off-the-shelf, whereas the current discussions aim to design semiconductors exclusively for Google’s needs, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/google-talks-marvell-build-new-ai-chips-inference?rc=prcjzy">report</a>.<h2 class="st-heading-2">AI Industry Eyes Custom Inference Chips</h2>The development highlights the growing need for inference chips that power real-world AI applications, including autonomous agents and other commercial systems.At its March GTC event, Nvidia unveiled a new inference-focused chip – dubbed a language processing unit – built using technology licensed from startup Groq in a $20 billion deal.Google has been pushing to make its TPUs a viable alternative to Nvidia's dominant GPUs, and their sales have become a key driver of growth in Alphabet’s cloud revenue, according to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/google-works-erode-nvidias-software-advantage-with-metas-help-2025-12-17/">report</a>.<a href="https://stocktwits.com/news-articles/markets/equity/intc-amd-msft-dell-stocks-rally-is-old-guard-of-big-tech-back-in-vogue/cZJUg2xRIxJ">Like its chipmaking peers</a>, Marvell has surged sharply this month,&nbsp;jumping 41%. In March, the company projected nearly 40% revenue growth in fiscal 2028 to around $15 billion – well above the $12.92 billion analyst consensus from LSEG – while also nudging up its fiscal 2027 outlook.<h2 class="st-heading-2">Retail View On MRVL</h2>On Stocktwits, the retail sentiment for MRVL remained ‘bullish,’ unchanged since Friday, while the message volume for the ticker rose 85% in the last 24 hours.“Yes! This is great news and probably accounts for Friday's ramp. Very nice. Curb your enthusiasm though as taco digs his heal [sic] in with Iran. Markets definitely tamped tomorrow. Patience,” a user&nbsp;<a href="https://stocktwits.com/akroller/message/650718597">remarked</a>,&nbsp;referring to the market trader acronym of “Trump Always Chickens Out.”<stembedurl>https://stocktwits.com/akroller/message/650718597</stembedurl>“Can't believe I'm in on this at $87 a share. Beating myself up for not buying more!”&nbsp;<a href="https://stocktwits.com/Opg512/message/650733505">posted</a> another.<stembedurl>https://stocktwits.com/Opg512/message/650733505</stembedurl><a href="https://stocktwits.com/symbol/MRVL">MRVL stock</a> is up 64.5% year-to-date.&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet shares</a>, which were down nearly 1% in the overnight session, have gained 9.2%&nbsp;in 2026.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

The Marvell Technology logo is displayed on a smartphone screen in this photo illustration. (Photo by Jonathan Raa/NurPhoto via Getty Images)

Marvell Stock Jumps Overnight On Buzz Of Custom Google AI Chip Talks: Retail Bulls Cheer Loudly

Marvell could end up designing two chips for Google, including a next-gen TPU, according to a report in The Information.

Chip Boom in Fine Fettle: ETFs in Focus 

AI chip boom stays resilient as ASML & Taiwan Semiconductor Manufacturing Company post strong growth; ETFs in focus.

<ul class="summary-bullets"><li>Earlier this week, Credo announced an acquisition of DustPhotonics, a developer of Silicon Photonics Photonic Integrated Circuit technology for optical transceivers.&nbsp;</li><li>Goldman Sachs analyst James Schneider noted Credo's acquisition of DustPhotonics, saying the deal would accelerate its expansion into optical networking.&nbsp;</li><li>According to data from Koyfin, analysts covering CRDO stock have a 12-month average price target of $204.59, indicating an upside potential of about 28.7%.</li></ul>Shares of Credo Technology Group Holding (CRDO) have rallied more than 46% in the past 5 days, gaining attention from investors and Wall Street analysts alike.The company has been riding the wave of optimism over its <a href="https://stocktwits.com/news-articles/markets/equity/crdo-stock-soars-post-market-on-dustphotonics-acquisition/cZJ8QyZRIuy">acquisition of DustPhotonics</a>, a developer of Silicon Photonics Photonic Integrated Circuit (SiPho PIC) technology for optical transceivers, announced earlier this week.Following the news, Jefferies raised its price target on Credo to $225 from $175, while maintaining a ‘Buy’ rating on the stock, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investing.com/news/analyst-ratings/jefferies-raises-credo-technology-stock-price-target-on-optics-growth-93CH-4619456">according</a> to Investing.com. The updated target represents an upside potential of about 41.6% from the last close.Earlier in the day, Goldman Sachs also raised the price target on Credo to $170 from $150 and kept a ‘Buy’ rating on its shares, as per TheFly.<h2 class="st-heading-2">Street Consensus</h2>Jefferies said that it increased its estimates after Credo’s acquisition of DustPhotonics and the company’s guidance for more than $500 million in total Optics revenue for fiscal 2027. The analyst expects Credo’s Optics business in FY27 to generate approximately $125 million in Optical DSP revenue, more than $300 million in ZF Optics, and approximately $75 million in standalone PIC revenue.Goldman Sachs analyst James Schneider also noted Credo's acquisition of DustPhotonics, saying that the deal would accelerate its expansion into optical networking and strengthen confidence in its diversification beyond copper-based active electrical cables, with improved visibility toward its $500 million optical revenue target by FY27, the analyst said.Meanwhile, Bank of America raised its price target on the company to $210 from $160 and kept a ‘Buy’ rating on the shares after the acquisition. Rosenblatt analyst Mike Genovese also raised the firm's price target on Credo to $175 from $125 and kept a ‘Neutral’ rating on the shares.According to data from Koyfin, 16 out of 17 analysts covering CRDO stock have a ‘Buy’ or higher rating on it, with a 12-month average price target of $204.59, indicating an upside potential of about 28.7%.<h2 class="st-heading-2">Stronger AI Connectivity</h2>Credo’s acquisition of DustPhotonics is aimed at strengthening its optical interconnect roadmap and expanding its footprint in the global optical market. DustPhotonics’ silicon photonics technology will enhance performance, lower costs, and improve reliability for AI data centers, while boosting Credo’s ZeroFlap platform and reducing supply dependencies, the company said.Credo also said that it sees this as a key inflection point, expecting its optical business to surpass $500 million in revenue by FY27, supported by growing hyperscale AI demand. CEO William Brennan called the deal a defining step toward leading AI connectivity.<h2 class="st-heading-2">Retail Reaction</h2>On Stocktwits, retail sentiment around CRDO stock was in the ‘extremely bullish’ territory amid ‘extremely high’ message volumes at the time of writing. Retail chatter around the stock has increased 79% in the past week.While <a href="https://stocktwits.com/symbol/CRDO">CRDO shares</a> closed down 5.6% on Thursday, they have rallied more than 321% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Credo Technology logo is displayed on a smartphone screen

CRDO Stock Has Surged 46% In The Past 5 Days — Does It Have Room For More Upside?

Jefferies raised its price target on Credo Technology to $225 from $175, indicating an upside potential of about 41.6% from last close. 

<ul class="summary-bullets"><li>Credo said that it will pay $750 million in cash upfront and about 0.92 million shares of Credo common stock for DustPhotonics’ acquisition.</li><li>The transaction is expected to close in the second quarter of calendar year 2026.&nbsp;</li><li>Prior to the deal announcement, Jefferies initiated coverage of Credo Technology with a ‘Buy’ rating and $175 price target on Monday.</li></ul>Shares of Credo Technology Group Holding (CRDO) surged more than 10% in Monday’s extended trading hours after the company announced the acquisition of DustPhotonics, a developer of Silicon Photonics Photonic Integrated Circuit (SiPho PIC) technology for optical transceivers.Credo said that it will pay $750 million in cash upfront and nearly 1 million shares of Credo common stock for DustPhotonics’ purchase. Credo said that it may also pay incremental contingent consideration of up to approximately 3.21 million shares in addition, based on the achievement of certain financial milestones.The semiconductor company said that the deal will be accretive to adjusted earnings per share in its fiscal 2027.The transaction is expected to close in the second quarter of calendar year 2026.<h2 class="st-heading-2">Deal Rationale</h2>The acquisition will accelerate Credo's optical interconnect roadmap and expand its served addressable market in the global optical industry. DustPhotonics brings advanced silicon photonics (SiPho PICs) enabling higher speeds, lower costs, and improved reliability for AI data centers, the company said.Integrating these capabilities will boost Credo’s ZeroFlap platform, reduce supply dependencies, and accelerate innovation.Credo said that it believes it has reached an inflection point in its optical business, and the acquisition of DustPhotonics will help its optical portfolio generate more than $500 million in revenue in fiscal 2027, driven by strong customer traction and expanding adoption across hyperscale AI deployments, the company said.William Brennan, Chairman, and CEO, said the deal was “a defining step in Credo’s strategy to lead across the full spectrum of AI connectivity.”<h2 class="st-heading-2">Analyst Confidence</h2>Prior to the deal announcement, Jefferies initiated coverage of Credo Technology with a ‘Buy’ rating and $175 price target on Monday. The analyst said that Credo offered a "meaningful opportunity” to invest in a premium growth company that was trading at a significantly discounted valuation.The analyst said that it sees a "significant disconnect" between the market's perception of Credo's AI opportunity over the next several years relative to its actual opportunity.As per data from Koyfin, analysts have a 12-month average price target of $197.94 on the company’s shares, representing an upside potential of 47.32% from the last close.<h2 class="st-heading-2">Retail Reaction</h2>On Stocktwits, retail sentiment around CRDO shares jumped from ‘neutral’ to ‘bullish’ over the past day, while message volumes surged from ‘low’ to ‘high’ levels.One bullish user called the deal a “Massive Acquisition Move,” while highlighting the key takeaways.<stembedurl>https://stocktwits.com/BottomFisher_/message/650164177</stembedurl>Another user predicted the stock would go back to $200 levels, where it was trading at around December 2025.<stembedurl>https://stocktwits.com/m_23nyc/message/650164814</stembedurl><a href="https://stocktwits.com/symbol/CRDO">CRDO stock</a> has rallied more than 243% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

CRDO Stock Soars Post-Market On DustPhotonics Acquisition: Retail Eyes Surge To Over $200 

Credo Technology said that it believes it has reached an inflection point in its optical business, and the DustPhotonics deal will help its optical portfolio generate more than $500 million in revenue in fiscal 2027.

Is iShares Semiconductor ETF (SOXX) a Strong ETF Right Now?

<ul class="summary-bullets"><li>MRVL jumped nearly 13%, while SNDK rose 11%.</li><li>President Donald Trump said the U.S. would end its military campaign in Iran in two to three weeks.</li><li>iShares Semiconductor ETF (SOXX), which tracks chip stocks, gained 3.1% – its sharpest rise in a month and a half.</li></ul>Semiconductor stocks rallied on Tuesday, led by Marvel Technologies and ON Semiconductor, after the U.S. signaled that the war in Iran could come to a close in the coming weeks.President Donald Trump&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/middle-east/trump-says-us-could-end-war-in-iran-two-three-weeks-2026-03-31/">said</a> during an Oval Office briefing on Tuesday that the U.S. could wrap up its military campaign within two to three weeks, triggering sharp gains in stocks across the board.The benchmark S&amp;P 500 gained 2.9%, its strongest single-day performance in over 10 months. The&nbsp;<a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF (SOXX)</a>, which tracks chip stocks, gained 3.1% – its sharpest rise in a month and a half.Gains were driven by a risk-on macro shift, fresh AI catalysts such as Nvidia’s $2 billion deal with Marvell, and quarter-end position squaring by investors.<a href="https://stocktwits.com/symbol/MRVL">Marvell shares</a> gained 12.8%. Nvidia has invested $2 billion in Marvell, the companies announced on Tuesday, as part of a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mrvl-stock-rallies-nvidia-investment-ai-infrastructure-partnership/cZEPvgNRIVg">tie-up</a> to integrate Marvell’s custom AI and networking chips with Nvidia’s processors and jointly develop new ones for data center use cases.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> gained 5.6%&nbsp;on Tuesday.<a href="https://stocktwits.com/symbol/ON">On Semiconductor</a> shares jumped 11.3%, their best in four months. Shares of Arm Holdings, which has seen renewed interest after&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/arm-holdings-lead-partner-meta-to-scale-agentic-ai-infrastructure-with-new-cpu/cZ3nY5eRI1g">unveiling</a> its first-ever in-house chip, gained 10.5%.&nbsp;After&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-sndk-wdc-stx-memory-chip-stocks-retreat-amid-google-s-turbo-quant-threat-broader-tech-selloff/cZEPkQzRINv">sharp declines</a> over the month, memory chip stocks also rebounded on Tuesday, with SanDisk jumping 11%, Seagate gaining 8%, and Western Digital 7.5%.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_01_at_9_32_16_AM_png_c3914af4ea.webp" alt="Screenshot 2026-04-01 at 9.32.16 AM.png" width="609" height="83"><figcaption>SOXX sentiment and message volume as of March 31 | Source: Stocktwits</figcaption></figure>On Stocktwits, the retail sentiment for SOXX shifted to ‘bullish’ from ‘neutral’ the previous day, with the sentiment improving for several key stocks like NVDA, MRVL, and NBIS.&nbsp;“It was the last day of the quarter, which means a lot of rebalancing by hedge funds, target date funds, etc. A lot of buying in tech today because they were out of whack after the down trend the last few months,” a user&nbsp;<a href="https://stocktwits.com/donttakemyadvice_/message/649132304">said</a>.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apld-iren-nbis-corz-ai-data-center-stocks-jump-sharply-as-trump-signals-exiting-iran-war/cZ7H3AtRIn5">APLD, IREN, NBIS, CORZ: AI Data Center Stocks Jump Sharply As Trump Signals Exiting Iran War</a>

The close-up view of a CPU socket on a computer motherboard. (Representative image courtesy of Narumon Bowonkitwanchai via Getty Images)

MRVL, ON, SNDK Lead Chip Stock Rally As Trump Signals Iran War Nearing End

Gains were driven by a risk-on macro shift, fresh AI catalysts like Nvidia’s $2 billion Marvell deal, and quarter-end position squaring by investors.

<ul class="summary-bullets"><li>Despite the selloff, retail users on Stocktwits remained ‘extremely bullish’ on the stock, citing earnings power and strong valuations.&nbsp;</li><li>Earlier this month, Micron faced a steep decline in share prices following a report from Google on new compression technology, TurboQuant, which is touted to reduce memory usage considerably.</li><li>Separately, U.S. President Donald Trump has also called Micron one of the “hottest” companies in the market.</li></ul>Shares of Micron Technology Inc. (MU) slipped more than 8% on Monday, the steepest slide since early February, amid a broader market selloff.The stock garnered significant retail attention on Stocktwits, with message volumes climbing more than 110% in the past 24 hours and in the ‘high’ territory, as per data from the platform on Monday.Despite the selloff, retail users on Stocktwits remained ‘extremely bullish’ on the stock, citing earnings power and strong valuations.<h2 class="st-heading-2">What Is Retail Saying?</h2>One bullish user noted that Micron’s forward price to earnings ratio was at 3.9, adding that the company’s shares were currently in a bargain territory.<stembedurl>https://stocktwits.com/optioned/message/648923291</stembedurl>&nbsp;Another user attributed the “brutal selloff” to the war in the Middle East and its broader impact on the market. The user added that they believe a turn in market sentiments would send the stock’s price soaring again.<stembedurl>https://stocktwits.com/gabbs/message/648953613</stembedurl>&nbsp;A third user said that while the company had reversed most of its year-to-date gains, it still seemed like a good ‘buy’.<stembedurl>https://stocktwits.com/MegaMoney21/message/648947324</stembedurl><h2 class="st-heading-2">&nbsp;</h2><h2 class="st-heading-2">Memory Concerns, Earnings Results</h2>Earlier this month, Micron faced a steep decline in share prices following a report from Google on new compression technology, TurboQuant, which is touted to reduce memory usage considerably, as well as speed up AI models, stoking concerns for memory demand.However, the company posted <a href="https://stocktwits.com/news-articles/markets/equity/micron-stock-dips-despite-blowout-q2-results/cZ37q2wRIW9">blowout quarterly results</a> on March 18, with revenue nearly tripling to $23.86 billion and earnings beating consensus estimates by a fair margin. The memory-chip maker also forecast revenue of about $33.5 billion, plus or minus $750 million versus street expectations of $22.48 billion, for the upcoming quarter.Separately, U.S. President <a href="https://stocktwits.com/news-articles/markets/equity/micron-stock-extends-slide-despite-hottest-company-nod-from-trump/cZ3uzd4RIlt">Donald Trump has also called Micron</a> one of the “hottest” companies in the market.<a href="https://stocktwits.com/symbol/MU">Micron shares</a> are up more than 276% in one year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

MU Stock Slides Most In Nearly 2 Months, Retail Suggests Buying The Dip

Micron Technology stock garnered significant retail attention on Stocktwits, with message volumes climbing more than 110% in the past 24 hours. 

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