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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending after Elon Musk's recent purchase of $1 billion in TSLA stock, signaling confidence and sparking a short squeeze. The community is debating whether this is a long-term bullish signal or a short-term pump before a potential correction, especially given concerns about sales and expiring EV credits. Broader discussions include Tesla's potential beyond EVs, focusing on energy storage, robotics, and AI, while some remain skeptical, drawing comparisons to past market bubbles.

aTyr Pharma, Inc. engages in the discovery and development of medicines based on novel biological pathways. Its product pipeline includes ATYR1923, ATYR2810, NRP2 mAbs, and AARS-1, DARS-1. The company was founded by Paul Schimmel, Xiang-Lei Yang and Bruce Beutler on September 8, 2005 and is headquartered in San Diego, CA.

Atyr Pharma Inc

aTyr Pharma, Inc

aTyr Pharma ($ATYR) is trending downwards as the community anticipates the release of Phase 3 trial data for its lead drug, efzofitimod, with opinions split on its potential success. Discussions revolve around the trial's design, potential outcomes, and comparisons to past biotech events, highlighting the high stakes and binary nature of the stock's near-term future. Traders are actively debating hedging strategies and speculating on potential price movements based on different data scenarios.

Helius Medical Technologies, Inc. is a neurotech company in the medical device industry that focuses on neurological wellness. The firm develops, licenses and acquires non-invasive platform technologies that amplify the brain’s ability to heal itself and reduce symptoms of neurological disease or trauma. It engages in the development of the investigational portable neuromodulation stimulator, that delivers neurostimulation via the tongue which has been shown in clinical studies to enhance the effectiveness of physical exercises in people with neurological symptoms from disease or trauma such as mild-to-moderate traumatic brain injury. The company was founded on March 13, 2014 and is headquartered in Newtown, PA.

Helius Medical Technologies Inc - Ordinary Shares - Class A

Helius Medical Technologies Inc

HSDT is trending due to speculation around its SOL Treasury company launch and a PIPE offering, with excitement around potential crypto-related gains; however, the community is also discussing concerns regarding dilution, insider trading, and a potential pump and dump scheme, in addition to the inability to trade the stock on some platforms.

Dog (Bitcoin) is a fully decentralized memecoin on the Bitcoin blockchain, backed by a community dedicated to onboarding millions of people to Bitcoin.  Dog is secured by the Bitcoin blockchain and exists on Bitcoin L1, marking a significant innovation compared to Bitcoin with just BTC. Dog is a Bitcoin Runes token with a minimal on-chain footprint, native to Bitcoin, and stored in UTXOs, just like Bitcoin.   What is the project about?  Dog does not do any paid promotion and is fully decentralized just like Bitcoin. Every influencer who chooses to post about Dog either received the airdrop or bought on secondary. Dog leverages the CC0 license to ensure that Dog is not owned by any single entity but rather by everyone. This had lead to the "DOG Army" independently creating art, apps, lotteries, plushies, websites, podcast, magazines, X account, IRL meetups, clothing lines, PFP collections, Telegram groups, and TikTok/Instagram about Dog.  What makes your project unique?  Dog was airdropped in the fairest memecoin launch ever. In early 2024, the Bitcoin Ordinals ecosystem came together in a full volunteer initiative that rewarded early adopters of the Ordinals Protocol. There was no team allocation, and 100% of the supply was airdropped for free. The airdrop algorithm favored neither whales nor influencers; it was determined by the community and made open-source for maximum transparency.

Dog (Bitcoin)

Dog (Bitcoin) is trending as the community rallies around its potential as the top meme coin on the Bitcoin network, emphasizing its fair launch and strong community. Discussion points include its unique position within the Bitcoin ecosystem and comparisons to meme coins on other chains. Some community members highlight the token's fixed supply, decentralized nature, and support for Bitcoin miners.

Asset Entities, Inc. engages in providing social media marketing and content delivery services. It offers its services to Discord, TikTok, and other social media platforms. It also designs, develops and manages servers for communities on Discord. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani and Kyle Fairbanks on August 1, 2020 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Asset Entities Inc.

Asset Entities Inc. is trending due to its recent merger with Strive and a new Bitcoin strategy, including a substantial buyback program, sparking community excitement about a potential short squeeze. Some traders are reporting difficulties trading the stock on certain platforms amidst the CUSIP change, leading to volatility and frustration, while others speculate on the impact of institutional ownership and potential news regarding Bitcoin purchases.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as investors discuss a potential TikTok deal and JD Vance's show on the platform, while also focusing on the high short interest. Community talking points include speculation about a short squeeze, the upcoming Rumble wallet, and the impact of Tether's involvement. Broader discussions revolve around the company's cloud business and potential acquisition of Northern Data.

NanoVibronix, Inc. engages in the development of noninvasive biological response-activating devices. The firm's products include UroShield and PainShield. It operates through the following geographical segments: United States, Europe, Australia, India, Israel, and Other. The company was founded by Harold Jacob and Jona Zumeris in September 2003 and is headquartered in Tyler, TX.

NanoVibronix Inc

NAOV is trending due to a recent patent announcement regarding its ENvue Medical division's technology, sparking significant community interest. Discussions revolve around the stock's low float and potential for a short squeeze, although some traders express caution due to the company's history of reverse stock splits. The stock is seeing increased volume as traders weigh the impact of the patent and speculate on future price movement.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is trending as discussions revolve around potential partnerships and the broader eVTOL sector possibly receiving analyst upgrades. Community members are actively debating short interest, technical levels, and potential catalysts, including the company's participation in a White House eVTOL pilot program. Some investors express concerns about lack of news and relative performance compared to sector peers like Joby Aviation.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending due to analyst upgrades and positive sentiment surrounding its potential in the quantum computing sector, further fueled by news of regulatory clearance for its acquisition of Oxford Ionics. Community members are actively discussing the company's future growth prospects, comparing it to other high-growth tech stocks, and speculating on potential government contracts. However, some caution against the high valuation relative to current revenue and profitability.

Salarius Pharmaceuticals, Inc. is a clinical-stage oncology company, which engages in the development of treatments for cancers with high, unmet medical need. Its pipeline includes SP-3164, a targeted protein degrader and seclidemstat (SP-2577), a targeted protein inhibitor. The company was founded in February 2014 and is headquartered in Houston, TX.

Salarius Pharmaceuticals Inc

SLRX is trending due to a mix of factors, including regained Nasdaq compliance, progress toward a merger, and a potentially developing short squeeze; the stock's low float and high borrowing fees are fueling speculation of a significant price movement, with community members actively discussing squeeze potential and comparing it to other low float plays, while remaining cautiously optimistic.

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Micron Technology Inc. (MU) has received price target hikes from two major firms, signaling growing confidence in the memory chipmaker ahead of its upcoming fourth-quarter (Q4) earnings report on September 23.&nbsp;Deutsche Bank increased its price forecast for Micron shares to $175 from $155, maintaining a ‘Buy’ rating, as per TheFly. The firm believes that the tight DRAM supply, partly due to high-bandwidth memory consuming a large portion of available capacity, will drive prices higher and support improved margins.&nbsp;UBS lifted its target to $185 from $155, also reaffirming a ‘Buy’ rating.&nbsp;<a href="https://stocktwits.com/symbol/MU">Micron stock</a> inched 0.04% higher in Monday’s premarket.&nbsp;Get updates to this developing story directly on Stocktwits.

The Micron Technology logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 17, 2024. 

Micron Stock Gets Dual Price Target Hikes From Deutsche, UBS Ahead Of Earnings

Deutsche Bank noted that the tight DRAM supply, partly due to high-bandwidth memory consuming a significant portion of available capacity, will likely lift prices and support improved margins. 

Equity

Deutsche Bank noted that the tight DRAM supply, partly due to high-bandwidth memory consuming a significant portion of available capacity, will likely lift prices and support improved margins. 


Nvidia (NVDA) stock fell 1.5% in premarket trading on Monday in response to China’s allegations that the chip giant broke the country’s competition laws.The move captured the attention of retail traders on Stocktwits, prompting a slew of responses. A bullish user emphasized China’s slow economy status and that the country needs Nvidia than the other way around.&nbsp;<stembedurl>https://stocktwits.com/Marseea1/message/628656899</stembedurl>Other users said this is a good time to buy on the dip.&nbsp;<stembedurl>https://stocktwits.com/classhopper/message/628658872</stembedurl><stembedurl>https://stocktwits.com/Crakerjac/message/628658676</stembedurl>China’s State Administration for Market Regulation said Monday that a recent review found Nvidia had broken the country’s Anti-Monopoly Law. The probe centers on Nvidia’s $7 billion purchase of Mellanox Technologies in 2019, along with related agreements.Get updates to this developing story directly on Stocktwits.

In this photo illustration, an Nvidia chip is seen through a magnifying glass on August 1, 2025 in Beijing, China. 

China’s Probe On Nvidia: Here’s How Retail Traders Reacted

China’s State Administration for Market Regulation said Monday that a recent review found Nvidia had broken the country’s Anti-Monopoly Law.

Intel Corporation. (INTC) has adjusted its fiscal 2025 adjusted operating expense forecast downward, from $17 billion to $16.8 billion in response to the deconsolidation of its Altera unit.The partial divestiture of the unit shifts majority ownership to private equity firm Silver Lake. The deal, which was announced earlier in 2025, officially closed on Sept. 12, 2025.<a href="https://stocktwits.com/symbol/INTC">Intel stock</a> inched 0.4% higher in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bearish’ territory amid ‘extremely low’ message volume levels.&nbsp;Under the terms of the agreement, Silver Lake has acquired a 51% stake in Altera for an estimated equity valuation of $3.3 billion, resulting in Intel retaining a 49% minority share.The two entities have since rolled their respective stakes into a newly created limited partnership. Altera, known for its programmable logic devices, will now operate more independently, though Intel retains a significant interest and influence through the partnership.In the first half of 2025, Altera generated $816 million in revenue and recorded a gross margin of 55%, alongside $356 million in operating expenses. Intel will begin reporting its remaining investment in Altera using the equity method starting in third-quarter (Q3) 2025. Only financial results through September 11, will be consolidated in Intel’s Q3 earnings.&nbsp;This shift comes as part of a broader reorganization strategy at Intel, aiming to shed non-core assets and tighten operational focus. Recently, the U.S. government, led by President Donald Trump,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-warns-of-multiple-uncertainties/chssxR8RdSJ">converted&nbsp;</a>$11 billion of Intel’s grants into an equity stake of about 9.9%.&nbsp;Intel stock has gained over 20% in 2025 and 15% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-drops-over-2-in-premarket-what-s-denting-sentiment/chwwERURdxx">Nvidia Stock Drops Over 2% In Premarket: What’s Denting Sentiment Toward AI Chip Stalwart?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Intel logo is displayed on a sign in front of Intel headquarters on July 16, 2025 in Santa Clara, California. (Photo by Justin Sullivan/Getty Images)

Intel Trims 2025 Expense Outlook After Altera Stake Sale To Silver Lake

The partial divestiture of Altera shifts majority ownership to private equity firm Silver Lake.

Nvidia (NVDA) stock fell sharply in early premarket trading on Monday after China’s antitrust agency said it&nbsp;launched a probe into the company for violating&nbsp;the country’s anti-monopoly law.“Recently, after preliminary investigation, Nvidia was found to have violated the Anti-Monopoly Law of the People's Republic of China,”&nbsp;its State Administration of Market Regulation&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.samr.gov.cn/xw/zj/art/2025/art_66b8363c3a194ba0a394a843d6cf3fd1.html">said</a> in a statement on Monday.The investigation is focused on Nvidia’s $7 billion acquisition of Mellanox Technologies in 2019, and some agreements&nbsp;related to the deal. Mellanox is an Israeli company that provides networking solutions for data centers and servers.“The State Administration for Market Regulation decided to conduct further investigation into it in accordance with the law,”&nbsp;the statement read.<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> fell 2.41% in premarket trading, and the stock was among the top five trending equity tickers on Stocktwits early Monday. On Stocktwits, retail sentiment toward Nvidia stock stayed ‘bearish’ (43/100) and the message volume remained at ‘low’ levels.<figure class="image"><img style="aspect-ratio:616/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_15_at_5_28_59_AM_png_687d7f2604.webp" alt="Screenshot 2025-09-15 at 5.28.59 AM.png" width="616" height="56"><figcaption>NVDA sentiment and message volume as of 5:30 a.m. Sept. 15 | source: Stocktwits</figcaption></figure>The probe comes&nbsp;as high-level talks are&nbsp;underway between delegations from the U.S. and China in Madrid, Spain. Reports stated that the two sides have discussed trade and the divestiture of TikTok’s U.S. unit by its Chinese parent, ByteDance.Before the trade talks began on Sunday, China&nbsp;launched two probes into U.S. semiconductor companies: an anti-dumping investigation into certain analog IC chips imported from the U.S. and an anti-discrimination probe into U.S. measures against China’s chip sector.The probe against Nvidia will likely strain the relationship between the countries, which are yet to finalize a trade deal to avoid the hefty levies each side has imposed on the other. Also, the U.S. has&nbsp;banned the export of certain high-performance artificial intelligence (AI) chips to China on security grounds.Major AI chipmakers, such as Nvidia and AMD, have developed workaround chips to circumvent the ban. The Trump administration initially banned and then allowed the export of these special chips.Nvidia stock has gained 32% this year despite the geopolitical tensions.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/most-retail-traders-pick-fed-meeting-as-market-driver-this-week/chww5g5RdxM">Most Retail Traders Pick Fed Meeting As ‘Major Market Driver’ This Week: Will Rate Cut Be ‘Sell The News’ Catalyst?</a>

A general view of Nvidia headquarters is seen in Shanghai, China, on May 19, 2025, as Nvidia plans further investment for the Shanghai research center. (Photo by Ying Tang/NurPhoto via Getty Images)

Nvidia Stock Drops Over 2% In Premarket: What’s Denting Sentiment Toward AI Chip Stalwart?

 The probe comes as high-level talks are underway between delegations from the U.S. and China in Madrid, Spain. 

Nvidia Corp. (NVDA) and OpenAI are reportedly in advanced discussions to support a large-scale artificial intelligence infrastructure project in the U.K., aimed at enhancing the country’s tech capabilities.According to unidentified sources cited by a CNBC&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/09/12/nvidia-and-openai-to-back-major-investment-in-uk-ai-infrastructure.html">report</a>, the two U.S.-based tech giants are exploring a multi-billion-dollar plan to fund new data center developments in collaboration with British cloud computing company Nscale.&nbsp;Nvidia stock inched 0.3% lower on Friday, after the morning bell. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:930/106;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_12_094036_png_e0e694380a.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 09:35 a.m. ET on Sep. 12, 2025 | Source: Stocktwits" width="930" height="106"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 09:35 a.m. ET on Sep. 12, 2025 | Source: Stocktwits</figcaption></figure>However, a bullish Stocktwits user stated that they have increased their stock holding.&nbsp;<stembedurl>https://stocktwits.com/Crakerjac/message/628440224</stembedurl>The report noted that although no final agreement has been reached, the deal could be officially announced during President Donald Trump’s upcoming state visit to the U.K.The potential deal could significantly boost the U.K.'s position in the global AI race, particularly in data center capacity, with governments worldwide showing growing interest in developing “sovereign AI”, a term used to describe national efforts to localize critical computing and data infrastructure, cited the report.&nbsp;Additionally, a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/nvidia-steps-back-cloud-effort-compete-aws">report</a> from The Information stated that Nvidia is scaling back its early-stage cloud computing business, which had positioned it as a partial rival to Amazon Web Services. The report noted that the company is no longer focusing heavily on bringing outside customers to its DGX Cloud service.Instead, Nvidia now plans to mainly use the service internally, the report stated. The DGX Cloud, which runs on Nvidia’s own AI chips, will support the company’s in-house research efforts.Nvidia stock has gained over 32% in 2025 and 49% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-reportedly-hits-pause-on-iphone-air-launch-in-china/chw8Yu0RdDQ">Apple Reportedly Hits Pause On iPhone Air Launch In China</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

NVIDIA founder, President and CEO Jensen Huang speaks about the future of artificial intelligence and its effect on energy consumption and production

Nvidia Reportedly Eyes Major UK AI Investment With OpenAI: Retail’s Yet To React

According to a CNBC report, the potential deal could significantly enhance the U.K.'s position in the global AI race, particularly in terms of data center capacity.

Shares of Hynix Semiconductor, listed on the South Korean Exchange, rallied 7% on Friday, closing at their highest levels in 25 years. An announcement from the company regarding the development of its next-generation memory chip stoked the rally.In a press statement released on Friday, SK Hynix said it has completed the development and finished preparation of HBM4. HBM stands for high bandwidth memory chips designed for high-speed data transfer and reduced power consumption, and are particularly used in high-performance computing and AI applications.Seoul-based Hynix said it can now supply the “best-in-class” HMB4 chip to its customers, as per plan, which in turn helps it maintain its competitive positioning. “The product’s bandwidth has doubled and power efficiency has improved 40% compared to the previous generation,” it added.The company claimed that HBM4 has the industry’s best data processing speed and power efficiency, with the bandwidth doubled through the adoption of 2,048 I/O terminals, double from the previous generation. Power efficiency improved by more than 40%. It also stated that it hopes to improve AI service performance by up to 69% when the product is applied, which will help solve the data bottleneck and significantly reduce data center power costs.Rising demand for memory chips used in high-performance computing by hyperscalers and others helped Hynix&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/this-korean-semiconductor-firm-s-blowout-q2-outkook-signal-bullish-days-for-nvidia/ch8y85iR5ur">record&nbsp;</a>70% year-over-year net profit growth and 35% revenue growth for the second quarter.The company is a major supplier to U.S. big tech firms, including Nvidia (NVDA) and Apple (APPL). Riding on the AI revolution that has taken a firm grip,<a href="https://stocktwits.com/symbol/NVDA"> Nvidia stock</a> has gained 32% year-to-date.Retail traders on Stocktwits, however, continued to hold a pessimistic view of the stock, with the Stocktwits sentiment meter for it reading 40/100 early Friday, suggesting a ‘bearish’ disposition. The message volume was also ‘low.’Justin Kim, President &amp; Head of AI Infra at SK hynix, said. “HBM4, a symbolic turning point beyond the AI infrastructure limitations, will be a core product for overcoming technological challenges.”“We will grow into a full-stack AI memory provider by supplying memory products with the best quality and diverse performance required for the AI era in a timely manner.”For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/dow-s-and-p-500-futures-slip-as-major-indices-perch-at-new-highs/chw8jOmRdwY">Dow, S&amp;P 500 Futures Slip As Major Indices Perch At New Highs — Strategist Says We’re Still In Young Bull Market</a>

 In this photo illustration, the SK Hynix logo is seen displayed on a smartphone screen. 

Nvidia Supplier SK Hynix’s ‘Best-In-Class,’ Advanced Next-Gen AI Chip Launch Sends Stock Soaring To 25-Year High

The company claimed that HBM4 has the industry’s best data processing speed and power efficiency, with the bandwidth doubled through the adoption of 2,048 I/O terminals.

Nvidia Corp. (NVDA) shares received an upgrade from D.A. Davidson, which lifted its rating on the stock from ‘Neutral’ to ‘Buy’ and increased its price target to $210, up from $195.The firm’s upgraded stance is based on the growing confidence that demand for AI computing will remain strong well into 2026 and beyond.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> inched 0.03% lower on Thursday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:933/112;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_11_131130_png_e014587679.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 12:50 p.m. ET on Sep. 11, 2025 | Source: Stocktwits" width="933" height="112"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 12:50 p.m. ET on Sep. 11, 2025 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user said the stock is ‘significantly undervalued’.<stembedurl>https://stocktwits.com/Headinghigher/message/628336822</stembedurl>The firm stated that the surging appetite for AI-driven compute capacity outweighs prior concerns about rising competition and regional demand risks. DA Davidson's reassessment is based on the belief that Nvidia is positioned to benefit from an extended wave of AI infrastructure investment.&nbsp;While the firm had previously expressed reservations regarding custom chips developed by customers, such as Alphabet Inc.’s (GOOG, GOOGL) Tensor Processing Units (TPUs), and uncertainties in the Chinese market, those worries now take a back seat to the expected growth in AI-related computing needs.As generative AI applications expand across industries, Nvidia’s GPUs remain central to data center buildouts and AI model training, positioning the company at the forefront of the ongoing transformation in technology.For the second quarter of fiscal 2026, the chip giant reported a revenue of&nbsp;$46.74 billion and earnings per share (EPS) of $1.01, surpassing the analyst’s consensus estimate of $66.91 billion, according to Fiscal AI data.&nbsp;Nvidia’s shares have gained 32% year-to-date and over 51% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/next-technology-stock-rocketed-38-percent-today/chwN8jSRdvt">Next Technology Rocketed 38% Today – Here’s What Retail Investors Feel About The Stock</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The NVIDIA logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on August 17, 2025.

Nvidia Upgraded To Buy By DA Davidson As AI Demand Accelerates: Retail Says Stock ‘Significantly Undervalued’

DA Davidson stated that the surging appetite for AI-driven compute capacity outweighs prior concerns about rising competition and regional demand risks.

Micron Technology Inc. (MU) stock gained attention on Thursday, drawing significant investor interest after the shares rose over 8% in morning trade.&nbsp;The memory and storage solutions provider received a bullish nod from Citi, which lifted its price target on the stock to $175 from $150 while reiterating a ‘Buy’ rating, according to TheFly.&nbsp;The revised forecast comes just ahead of Micron’s upcoming fourth-quarter (Q4) earnings release, scheduled for September 23. On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/MU">Micron stock</a> remained in ‘extremely bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:940/113;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_11_094724_png_9d748d7c29.webp" alt="MU’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Sep. 11, 2025 | Source: Stocktwits" width="940" height="113"><figcaption>MU’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Sep. 11, 2025 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user said raising the price target before the earnings shows confidence in the company’s business.&nbsp;<stembedurl>https://stocktwits.com/optioned/message/628294986</stembedurl>Another user was pleasantly surprised by the stock movement.&nbsp;<stembedurl>https://stocktwits.com/jmays23/message/628283772</stembedurl>While Citi anticipates quarterly results in line with expectations, the firm projects a stronger-than-expected forward outlook, largely due to rising prices in both DRAM and NAND segments. The firm’s updated earnings forecast for fiscal 2026 now stands 26% higher than the current market consensus.The optimistic forecast underscores growing confidence in the recovery of the memory semiconductor cycle, driven by AI infrastructure investments and increased demand for advanced computing capabilities.For Q4, the company anticipates revenue of $10.7 billion ± $300 million and an adjusted earnings per share (EPS) of $2.50 ± $0.15, compared to an estimate of $11.08 billion and $2.85, respectively, according to Fiscal AI data.&nbsp;Micron Technology stock has gained over 79% year-to-date and over 66% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-expands-copilot-ai-to-sales-service-and-finance/chwNSSMRdv1">Microsoft Expands Copilot AI To Sales, Service, And Finance</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Did Micron Technology Stock Surge 8% Today?

Citi said it anticipates quarterly results in line with expectations but projects a stronger-than-expected outlook for the future.

Mistral AI, OpenAI's European rival, said on Tuesday that it raised a 1.7 billion-euro (about $1.8 billion) investment led by semiconductor equipment giant ASML Holding NV.The series C round values&nbsp;Mistral at 11.7 billion euros&nbsp;(about $14 billion), post-money, and includes participation from existing investors, including DST Global, Andreessen Horowitz, and Nvidia.&nbsp;That implies a more than doubling in valuation secured in June last year, with ASML now having an 11% fully diluted stake in Mistral."The collaboration between Mistral AI and ASML aims to generate clear benefits for ASML customers through innovative products and solutions enabled by AI," ASML CEO Christophe Fouquet said in a statement.Reuters first&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/europe/asml-becomes-mistral-ais-top-shareholder-after-leading-latest-funding-round-2025-09-07/">reported</a> the deal, based on information from its sources, on Sunday. That report said ASML was investing $11.5 billion.&nbsp;On Stocktwits, the retail sentiment for ASML improved to 'neutral' as of early Tuesday, from 'bearish' the previous day. A user said the "diversification move that expands ASML's reach beyond cyclical semiconductor equipment into the explosive AI sector."<stembedurl>https://stocktwits.com/Utreggg/message/627933513</stembedurl>Noting the investment news, Bank of America analysts previously&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bofa-applauds-asml-mistral-ai-investment/chwhEd8Rdrp">said</a> the deal helps ASML on multiple levels.&nbsp;The company’s U.S.-listed stock rose nearly 2% on Monday before slipping in extended trading.It would give ASML a peek into AI development trends, particularly regarding future requirements for logic and memory chips, and allow the company to participate in policy discussions surrounding artificial intelligence governance and export controls, BofA stated.Paris, France-headquartered Mistral offers open-source AI models for various tasks, which are also available on leading cloud and AI platforms from Amazon, Microsoft, Google, and IBM.ASML, meanwhile, is a large strategic supplier of chip-making equipment, including extreme ultraviolet (EUV) lithography machines, to the top chip companies in the world, such as Taiwan Semiconductor Manufacturing Co. and Intel.&nbsp;Shares of&nbsp;<a href="https://stocktwits.com/symbol/ASML">ASML</a> on the NYSE, which&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asml-logs-130-b-slide-over-tariff-uncertainty-china-trade-but-analysts-see-upside/ch0oiEfRbsI">took a blow</a> earlier this year from the onset of Trump’s trade war, are now up over 13% in 2025, outpacing gains on the benchmark S&amp;P 500 and Nasdaq indices.(1 euro = $1.08)For updates and corrections, email newsroom[at]stocktwits[dot]com.

ASML Backs OpenAI Rival Mistral To Whopping $14B Valuation Amid Improving Retail Trader Confidence

The deal would help the Dutch chip-making equipment seller gain valuable insights into the AI industry.

ASML Holding NV’s (ASML) reported equity position in the French AI startup Mistral AI has received the attention of BofA, which highlighted the strategic implications of the deal, calling it a potentially good move that could deepen ASML’s understanding of the evolving AI ecosystem.According to a Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/europe/asml-becomes-mistral-ais-top-shareholder-after-leading-latest-funding-round-2025-09-07/">report</a>, the chip equipment maker is expected to commit €1.3 billion ($1.5 billion) as part of Mistral’s €1.7 billion ($2 billion) Series C round, potentially earning a seat on the startup’s board.<a href="https://stocktwits.com/symbol/ASML">ASML stock</a> traded over 1% higher on Monday afternoon. On Stocktwits, retail sentiment toward the stock remained in ‘bearish’ territory, but message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:943/121;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_08_135301_png_5dc894cedc.webp" alt="ASML’s Sentiment Meter and Message Volume as of 01:30 p.m. ET on Sep. 8, 2025 | Source: Stocktwits" width="943" height="121"><figcaption>ASML’s Sentiment Meter and Message Volume as of 01:30 p.m. ET on Sep. 8, 2025 | Source: Stocktwits</figcaption></figure>The stock saw a 100% increase in user message count in the past week. A bullish Stocktwits user called the stock one of the long-term winners.&nbsp;<stembedurl>https://stocktwits.com/603stockgoat/message/627851279</stembedurl>While an investment in an AI model developer might appear outside ASML’s traditional focus on semiconductor equipment, BofA believes it could benefit the company on several levels, according to TheFly.The firm suggested that the stake could give ASML early insight into AI development trends, particularly regarding future requirements for logic and memory chips. Additionally, board involvement might allow the company to participate in policy discussions surrounding artificial intelligence governance and export controls.BofA maintains a ‘Buy’ rating on ASML stock, with a price target of €724. The Reuters report stated that ASML remains the sole supplier of extreme ultraviolet (EUV) lithography machines, a technology crucial for fabricating semiconductors. Clients include major global chipmakers such as Taiwan Semiconductor Manufacturing Co. (TSM) and Intel Corp. (INTC).&nbsp;ASML stock has gained over 14% in 2025 and over 5% in the last 12 months.&nbsp;Exchange Rate:&nbsp;€1=$1.17Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-grabs-wall-street-attention-amid-ai-cloud-momentum-ahead-of-earnings/chwh2huRdrS">Oracle Grabs Wall Street Attention Amid AI Cloud Momentum Ahead Of Earnings: Retail Echoes Confidence</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An illustration photo shows ASML and Mistral AI logo in a smartphone.

BofA Applauds ASML’s Mistral AI Investment: Retail Calls Stock A ‘Long-Term Winner’ 

BofA suggested that the stake in MistralAI could give ASML early insight into AI development trends, particularly regarding future requirements for logic and memory chips. 

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