SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending amid escalating global tensions, which are intensifying the "critical metals arms race" and underscoring the strategic value of its heavy rare earth deposits for Western defense and technology supply chains. The community is actively discussing an upcoming Bankable Feasibility Study update and potential significant undervaluation revealed by alleged errors in past economic assessments, alongside a key partner's recent Department of War deal.

Derive is a decentralized protocol that creates programmable onchain options, perpetuals, and structured products.   Derive is deployed and operates on Derive Chain, an Ethereum rollup built using the OP stack and is the home of the Derive Protocol. It is a permission-less smart contract platform.  The Derive DAO earns trading fees from the Derive Protocol and gas fees from the Derive Chain, governed by DRV token holders. Trading fees accrue to an insurance fund to foster robustness of the protocol and rollup.  Derive has built an AI-powered trading app built for pro traders. In collaboration with Messari, Derive Pro translates market views into trades. The agent then prepares transactions for users and leverages smart contract wallets to make trades one-click, gasless and chainless. The app will support spot, perps and options trading on Derive, and will also plug in to spot AMMs on L2s like Optimism, Arbitrum and Base.

Derive

DRV is generating significant community attention following its collaboration with Synthetix to build derivatives on ETH L1. Traders are also actively discussing potential token buybacks and observing strong technicals that indicate a potential for continued upward movement.

America's Oil Reserve for the Digital Age

U.S Oil

USOR CRYPTO is trending as a highly speculative memecoin, drawing immense community discussion around a potential "Feb 1st announcement" related to U.S. oil and real-world asset tokenization. Many view it as a pump-and-dump, yet others are playing its volatile swings for quick profits, riding the narrative despite widespread scam warnings.

SSgA Active Trust - State Street Energy Select Sector SPDR ETF

Energy Select Sector SPDR Fund

The Energy Select Sector SPDR Fund (XLE) is in focus as escalating Middle East tensions, including disruptions at the Strait of Hormuz, attacks on key oil infrastructure, and production cuts in Gulf states, are driving a significant "physical squeeze" in global oil supply. The community is actively discussing whether the market is fully pricing in the risk of sustained lost barrels, pushing crude prices higher and potentially impacting the broader economy.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

United States Oil Fund is trending as escalating Middle East tensions and reports of strikes on Iranian oil infrastructure, coupled with shipping disruptions in the Strait of Hormuz, fuel community speculation of oil prices surging well above $100 due to a tightening supply.

Automatic Data Processing, Inc. engages in the provision of business outsourcing solutions in cloud-based human capital management. It operates through the following business segments: Employer Services, Professional Employer Organization Services, and Other. The Employer Services segment provides clients from single-employee small businesses to large enterprises offering human resources outsourcing and technology-based human capital management solutions and cloud-based platforms. The Professional Employer Organization Services segment offers small and mid-sized businesses a human resource outsourcing solution through a co-employment mode. The Other segment includes the certain corporate overhead charges and expenses that have not been allocated to the reportable segments. The company was founded by Henry Taub in 1949 and is headquartered in Roseland, NJ.

Automatic Data Processing Inc.

Automatic Data Processing is trending as its closely watched employment reports provide critical early insights into the U.S. labor market, heavily influencing Federal Reserve rate cut expectations. The community is also discussing ADP's robust business performance, consistent dividend growth, and the evolving impact of AI on the HR technology sector.

Dogelon Mars

Dogelon Mars is trending as its community grapples with persistent underperformance, recent exchange delistings, and unfulfilled "great burn" promises, leading many to label it a "shitcoin" despite ongoing efforts to generate interest through "Mars land" metaverse integrations. Investors are debating its long-term viability, contrasting its struggles with the performance of other meme coins in the broader market.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is trending as escalating Middle East tensions have disrupted global LNG supply, notably from Qatar, driving a significant surge in spot prices. The community views the company's strong Q4 earnings and considerable uncontracted capacity as a key advantage, positioning it to capitalize on these elevated prices and reinforce its strategic importance in energy markets.

Grayscale Bitcoin Mini Trust ETF - Common units of fractional undivided beneficial interest

Grayscale Bitcoin Mini Trust ETF

Bitcoin is experiencing intense volatility, swinging from significant dips to rapid rebounds amid speculation about large exchange selling and geopolitical tensions. The community is sharply divided, with bulls seeing a prime accumulation opportunity in oversold conditions, while bears warn of further declines and question its fundamental role as an asset.

Tidal Trust II - YieldMax NVDA Option Income Strategy ETF

YieldMax NVDA Option Income Strategy ETF

NVDY is actively discussed as investors navigate upcoming dividend payouts and NVIDIA's earnings, balancing the fund's attractive high yields and new weekly distributions against ongoing concerns about NAV erosion and its capped upside compared to the underlying stock.

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Nifty 50

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Zomato Ltd.

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ITC Ltd.

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Apple Inc.

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<ul class="summary-bullets"><li>On Thursday, Rocket Lab announced its second successful launch in less than a week from two different countries.</li><li>The launch took place within six days of Rocket Lab’s most recent mission from Rocket Lab Launch Complex 2 on Wallops Island, Virginia.</li><li>Last week, Rocket Lab deployed a hypersonic test flight for the Department of War’s Defense Innovation Unit with its HASTE launch vehicle.</li></ul>Rocket Lab shares have risen more than 1% so far this week and, with one trading day&nbsp;left, appear to be regaining momentum after&nbsp;shedding 2.5% last week amid concerns over delays to the company’s Neutron launch.As the week&nbsp;winds down, investor sentiment improved following Rocket Lab’s announcement of its 83rd launch, sending the stock marginally higher in overnight trading.Retail traders are also focusing on the company’s potential role supporting U.S. defense and military operations as the country’s conflict with Iran, which began over the weekend, enters its sixth day.<h2 class="st-heading-2">New Launch Assuages Investor Worries?</h2>On Thursday, Rocket Lab announced its second successful launch in less than a week from two different countries. The launch was the 83rd&nbsp;Electron rocket and is known as the “Insight At Speed Is A Friend Indeed” mission.The company launched the rocket from its New Zealand base on Friday (local time) to deploy a single commercial satellite to a 470 km low Earth orbit for a confidential customer. Rocket Lab said the satellite was also deployed from a Rocket Lab Motorized Lightband, a separation system for satellites, achieving 100% mission success.<h2 class="st-heading-2">The Hypersonic Test Flight</h2>The launch took place within six days of Rocket Lab’s most recent mission from Rocket Lab Launch Complex 2 on Wallops Island, Virginia, which deployed a hypersonic test flight for the Department of War’s Defense Innovation Unit with its HASTE launch vehicle.“I just saw on Fox tv saying the military is testing and planning on using a sixth Generation hyper sonic missile. Calling it "Doomsday Ballistic Missile" That's us boys and girls Team USA and RKLB,” a bullish user on Stocktwits <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Sorny1111/message/646756916">said</a>.<stembedurl>https://www.stocktwits.com/Sorny1111/message/646756916</stembedurl>The hypersonic test flight was launched on Feb. 27, a day before the U.S. and Israel in a coordinated strike, attacked Iran and killed their Supreme Leader Ayatollah Ali Khamenei and his family.Rocket Lab then said that this mission was to support a critical national priority to advance hypersonic technology for the United States and its allies. The mission deployed DART AE, a scramjet-powered aircraft developed by the Australian aerospace engineering firm Hypersonix, into a suborbital hypersonic flight environment, reaching several times the speed of sound.According to Hypersonix, the aircraft is designed to validate advanced propulsion, materials, sensors and guidance systems at real hypersonic flight conditions.<h2 class="st-heading-2">What Is Retail Thinking?</h2>Retail sentiment on Rocket Lab dipped to ‘neutral’ from ‘bullish’ a day ago, with message volumes at ‘low’ levels, according to data from Stocktwits.“$RKLB we're at war... Know who helps launch some of the newest weapons? This place..,” a bullish user on Stocktwits <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/TallGuy77/message/646757310">said</a>.<stembedurl>https://www.stocktwits.com/TallGuy77/message/646757310</stembedurl>Another user <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Cl26/message/646762154">said</a> that the US may need smarter satellite systems and added “it appears that many missiles launched by Iran are hitting their targets in neighboring countries using Chinese satellites systems... :( maybe RKLB can help with this.”<stembedurl>https://www.stocktwits.com/Cl26/message/646762154</stembedurl><a href="https://stocktwits.com/symbol/RKLB">Shares of Rocket Lab</a> have gained 243% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/gap-stock-drops-trump-tariffs-threaten-outlook-ceo-sees-pop-culture-brand-revival/cZdhkznRIE5">GAP Stock Drops As Trump Tariffs Threaten Outlook: CEO Sees Better Days On Pop-Culture Brand Revival</a>

 In this photo illustration, the Rocket Lab logo is seen displayed on a smartphone screen.

Rocket Lab Stock’s Rebound Week: Fresh Launch, Hypersonic Test Calm Neutron Delay Fears A Bit

A recent hypersonic test flight mission for the U.S. Defense Innovation Unit is boosting speculation that Rocket Lab could play a larger role in military and defense technology programs.

Equity

A recent hypersonic test flight mission for the U.S. Defense Innovation Unit is boosting speculation that Rocket Lab could play a larger role in military and defense technology programs.


<ul class="summary-bullets"><li>The analyst cited Nvidia’s position as the leader in AI data center infrastructure for its target hike.&nbsp;</li><li>The analyst added that its leadership would translate into powerful and durable growth in revenue, cash flow, and profitability, as well as enhanced shareholder value.</li><li>Meanwhile, Wall Street has a 12-month average price target of $264.25 on NVDA shares, an upside of about 44% from its current price.</li></ul>Nvidia Corp. has garnered attention on Wall Street, most recently getting a price target update from Tigress Financial.The analyst on Thursday gave the chipmaker a target of $360, up from $350 it had previously, and reiterated a ‘Strong Buy’ on the shares. This represents an upside of about 97% from its current trading price of $183.03 at the time of writing.Shares of NVDA have gained about 56% in the past year.<h2 class="st-heading-2">Street Consensus</h2>For its target raise, Tigress Financial cited Nvidia’s (NVDA) position as the leader in artificial intelligence data center infrastructure. The analyst added that its leadership would translate into powerful and durable growth in revenue, cash flow, and profitability, as well as enhanced shareholder value.Earlier this week, Wedbush also revised its price target on NVDA shares, raising it to $300 from $230, and maintained an ‘Outperform’ rating. The firm highlighted Nvidia’s first-quarter (Q1) 2027 sales guidance, calling it the highlight of the company’s earnings call. Wedbush said the outlook was far ahead of earlier buy-side expectations.In February, Nvidia reported <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-q4-2026-earnings-smash-estimates-as-ai-demand-drives-optimistic-outlook/cZRyKrSRIGs">results</a> for its fourth-quarter (Q4) 2026, soaring past Wall Street expectations. The company projected revenues of $78 billion, plus or minus 2%, for Q1 2027, while analysts expect it to post $71.64 billion.Meanwhile, the rest of Wall Street has a 12-month average price target of $264.25 on Nvidia’s shares, an upside of about 44% from its current price, according to data from Koyfin.Of the 60 analysts covering the stock, 57 have a ‘Buy’ or higher rating on NVDA stock.<h2 class="st-heading-2">AI Demand</h2>In its results, Nvidia said that its data center division posted sales that rallied 75% year-on-year, on the back of strong demand for accelerated computing and AI.Founder and CEO Jensen Huang noted the growing demand for the company’s Blackwell chips, and highlighted how Vera Rubin chips would extend its leadership in the chip market even further.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> slipped from ‘extremely bullish’ to ‘bullish’ territory over the past 24 hours. Meanwhile, message volumes also declined from ‘extremely high’ to ‘normal’ levels.One bullish user noted the price targets for the company, adding that they believe the market will leverage NVDA shares to prop up indexes. The user suggested a strategy that would involve going long on NVDA shares and shorting the indexes.<stembedurl>https://stocktwits.com/Shutking/message/646688049</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The NVIDIA logo is displayed on a mobile phone. (Photo by Jonathan Raa/NurPhoto via Getty Images)

Nvidia Stock Has Gained 56% In The Past Year — How Much More Upside Does Wall Street See?

Tigress Financial on Thursday raised its price target on Nvidia to $360, up from $350, and reiterated a ‘Strong Buy’ on the shares. 

<ul class="summary-bullets"><li>Stifel said that memory pricing is hitting levels the brokerage “did not envision” as demand continues to outpace supply.</li><li>UBS noted that Micron is trying to leverage the current market tightness into new long-term agreements that would help in some near-term pricing growth.</li><li>The company’s shares have gained more than 33% so far this year, building on the stock’s whopping 240% increase in 2025.</li></ul>Shares of Micron Technology, Inc. slid nearly 8% on Tuesday, making it the worst performer on the Nasdaq-100, as escalating tensions between the U.S. and Iran fueled a broader market sell-off. Wall Street analysts, however, are not that pessimistic on the semiconductor firm.Despite Tuesday's pullback, Micron stock remains up more than 33% year to date, building on a staggering 240% rally in 2025. Still, some investors are growing wary that demand could cool after a sharp surge in memory chip sales tied to the artificial intelligence boom and rapid data center buildouts. At the same time, strong AI-driven demand has tightened supply, leading to shortages across multiple memory chip categories and pushing prices higher.<h2 class="st-heading-2">Wall Street Hopeful On Micron’s Growth</h2>On Tuesday, Goldman Sachs raised the firm's price target on Micron to $360 from $235 and maintained a ‘Neutral’ rating, according to The Fly. On the other hand, Stifel on Monday upped the stock's price target to $550 from $360. Even though Goldman Sachs raised the price target, it was a downside of 5% to Micron’s last closing price, while Stifel’s stock price estimate was a nearly 45% upside.Stifel said that memory pricing is hitting levels the brokerage “did not envision” as demand continues to outpace supply. The firm noted that the real goldmine is not only high-bandwidth memory, but server DDR5. Micron’s DDR5 RDIMM is manufactured to deliver superior performance and reliability for modern servers.&nbsp;The firm said that, as evidence of the widening and persistent gap between supply and demand continues, Stifel added that it believes consensus is "wrong and too low," underestimating the slope and magnitude of upward revision potential over the coming quarters.UBS, which raised the firm's price target on Micron to $475 from $450, said its industry checks point to strengthening pricing dynamics across both core DRAM and NAND flash memory, with the belief that shortages could last through 2026 and even into 2028, particularly for DRAM.The brokerage noted that Micron is trying to leverage the current market tightness into new long-term agreements that would help in some near-term pricing growth, but would also result in more sustainable revenue and earnings over the next few years.Wall Street, on average, has a ‘Strong Buy’ rating on MU, according to Koyfin, with 37 of 42 analysts rating the stock ‘Buy’ or higher, three rating it ‘Hold’, and two ‘Sell.’ The average price target on the stock is $399.61, implying a 5% upside to the last closing price. Micron’s forward price-to-earnings (P/E) ratio is currently at 9.3x, compared with Western Digital’s 22.2x and Broadcom’s 30.4x — making it a more attractive option for investors.<h2 class="st-heading-2">Micron Accelerating Shipments</h2>The company on Tuesday announced that it has begun shipping customer samples of the industry’s highest-capacity LPDRAM module: 256GB SOCAMM2. This represents Micron’s step toward scaling AI data centers, delivering low-power memory capacity.Micron’s 256GB SOCAMM2 delivers higher memory capacity, substantially lower power consumption, and faster performance for a variety of AI and general-purpose computing workloads.<h2 class="st-heading-2">What Is Retail Thinking About MU?</h2>Retail sentiment on Micron improved to ‘bearish’ from ‘extremely bearish’ a day ago, with message volumes at ‘normal’ levels, according to data from Stocktwits.A bullish user on Stocktwits <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/ShadowyForeignExchange/message/646518113">said</a> they were buying the dip and “haven’t had a loss on this ticker since like November.”<stembedurl>https://www.stocktwits.com/ShadowyForeignExchange/message/646518113</stembedurl>In the last 24 hours, retail message volume on Stocktwits for the stock jumped 75%, and the ticker has seen a nearly 11% spike in followers on the platform over the past year.<a href="https://stocktwits.com/symbol/MU">Shares of Micron</a> have more than quadrupled in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/target-stock-soars-as-new-ceo-unveils-2-b-turnaround-bet-to-make-shopping-joyful-again/cZd94WjRI5d">Target Stock Soars As New CEO Unveils $2B Turnaround Bet To Make Shopping Joyful Again: Wall Street Stays Cautious</a>

People visit Micron booth during the 8th China International Import Expo (CIIE) at the National Exhibition and Convention Center (Shanghai) on November 6, 2025 in Shanghai, China. 

Micron Stock Sinks Amid Iran Tensions — But Wall Street Sees Up To 45% Upside As Memory Prices Soar

Even though geopolitical jitters are rattling MU, analysts say tightening DRAM and NAND supply could power the next leg higher.

<ul class="summary-bullets"><li>The MacBook Air now starts with 512GB of storage and is upgradeable to 4TB.</li><li>The Air M5 integrates a 10-core CPU and GPU with Neural Accelerators, delivering up to four times faster AI performance.</li><li>The MacBook Pro’s M5 Pro and M5 Max chips, built on Apple’s Fusion Architecture, offer up to 30% faster CPU performance.</li></ul>Apple Inc. (AAPL) on Tuesday launched its latest lineup of MacBooks, including the 13- and 15-inch MacBook Air powered by the M5 chip, alongside the 14- and 16-inch MacBook Pro with M5 Pro and M5 Max.&nbsp;The tech giant has also increased the prices. The MacBook Air range now starts at $1,099, up from $999, while the MacBook Pro begins at $2,199, up from $1,999.<h2 class="st-heading-2">Performance Upgrades</h2>The MacBook Air now starts with 512GB of storage and is upgradeable to 4TB, featuring faster SSD speeds and the Apple-designed N1 wireless chip for Wi-Fi 7 and Bluetooth 6. The 14- and 16-inch MacBook Pro begin at 1TB and 2TB, respectively, and include similar wireless upgrades along with Thunderbolt 5 and MagSafe charging.The Air M5 integrates a 10-core CPU and GPU with Neural Accelerators, delivering up to four times faster AI performance than the previous M4, supporting workflows like video editing and AI model training.&nbsp;The MacBook Pro’s M5 Pro and M5 Max chips, built on Apple’s Fusion Architecture, combine two dies in a single chip, offering up to 30% faster CPU performance, up to 128GB of unified memory, and up to 614GB/s memory bandwidth for demanding AI and graphics tasks.<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> traded 0.8% lower on Tuesday morning.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">AI And Creative Enhancements</h2>Neural Accelerators in the GPUs boost AI-based tasks, including LLM prompt processing, 3D rendering, and AI video enhancement. Both Air and Pro models support fast read/write speeds up to 14.5GB/s.Both devices offer Liquid Retina displays, 12MP Center Stage cameras, Spatial Audio, and long battery life (Air up to 18 hours, Pro up to 24 hours). The Air comes in sky blue, starlight, midnight, and silver, while the Pro is offered in space black and silver.AAPL stock has gained over 10% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rosenblatt-says-us-iran-war-likely-to-highlight-palantir-s-strength/cZdeKfGRIPQ">Rosenblatt Says US-Iran War ‘Likely To Highlight’ Palantir’s Strength</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A MacBook Pro is displayed inside of the Apple Carnegie Library store on May 30, 2025 in Washington, DC.

Apple Increases Prices Of Its New MacBook Air And Pro Models – Everything To Know About Its Latest Lineup

The MacBook Air range starts at $1,099, while the MacBook Pro begins at $2,199.

<ul class="summary-bullets"><li>Munster also noted that the average selling price (ASP) of iPhone 17e would be about 27% lower compared to the overall iPhone’s ASP, "so the impact to sales will trail impact to units."</li><li>About Apple’s new iPad Air featuring M4 and higher memory at the same $599 entry price, Munster said it doesn't move the needle, given the iPad only accounts for about 7% of Apple’s revenue.&nbsp;</li><li>He added that he would be looking out for the lower-priced MacBook.</li></ul>Apple Inc.’s latest iPhone 17e, open for pre-order on March 4 and expected in stores on March 11, will boost phone sales by around 2%, said Deepwater Management founder Gene Munster.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2028485678904877343">post</a> on X on Monday, Munster noted the improved storage and advanced chip capabilities on the latest release compared to Apple’s (AAPL) earlier iPhone 16e‌ but said the similar starting price would draw in more price-conscious customers to the new version.“$AAPL announces (as expected) iPhone 17e. Same $599 starting price as the 16e, but with 256GB of storage vs. 128GB on the 16e and better chip,” Munster said.<h2 class="st-heading-2">The Rationale</h2>Munster explained that he estimates the "e" iPhone models to account for about 20% of total units sold in March and June, subsequently declining to 15% of total units.If the latest <a href="https://stocktwits.com/news-articles/markets/equity/apple-launches-i-phone-17e-with-a19-chip-advanced-camera/cZd3BiGRI25">iPhone 17e</a> were to increase growth by 15% for a few upcoming quarters, and then normalize, it would boost overall units by 3% for the quarters, and then 1.5% for the next year. &nbsp;Munster also noted that the average selling price (ASP) of iPhone 17e would be about 27% lower compared to the overall iPhone’s ASP, "so the impact to sales will trail impact to units."<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_02_at_11_41_35_PM_png_cc8629103a.webp" alt="Screenshot 2026-03-02 at 11.41.35 PM.png" width="1195" height="914"></figure>&nbsp;About Apple’s new iPad Air featuring M4 and higher memory at the same $599 entry price, Munster <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2028488709855748236">said</a> it “doesn't move the needle,” given the iPad only accounts for about 7% of Apple’s revenue. “The Air accounts for about half of that, or 3.5% of sales. A modest short-term bump is largely irrelevant,” he added.“I'm looking out for that lower priced Mac,” he said in a separate X <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2028489283531624769">post</a>.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AAPL">AAPL shares</a> was in the ‘bearish’ territory over the past 24 hours amid ‘low’ message volumes at the time of writing.Shares of AAPL have gained more than 11% in the past year.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/broadcom-price-target-lowered-amid-anthropic-demand-uncertainty/cZd3XRbRI2e">Broadcom Price Target Lowered Amid Anthropic Demand Uncertainty</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Customers try out iPhone 17 Pro smartphones inside the Apple Store at Sanlitun Taikoo Li on November 8, 2025, in Beijing, China. 

Apple’s New iPhone 17e To Boost Sales From Price-Focused Buyers, Says Gene Munster

In a post on X, Munster noted the improved storage and advanced chip capabilities on iPhone 17e compared to iPhone 16e‌, but said the similar starting price would draw in more price-conscious customers to the new version.

<ul class="summary-bullets"><li>The iPhone 17e features Apple’s A19 chip and C1X modem for faster processing and better battery life.</li><li>The iPhone model features a 6-core CPU and 4-core GPU with Neural Accelerators, enabling console-quality gaming.</li><li>iPhone 17e comes with storage options of 256GB and 512GB, starting at $599.</li></ul>Apple Inc. (AAPL) on Monday unveiled its latest addition to the iPhone lineup, the iPhone 17e, a more affordable model that includes a combination of performance and advanced features.&nbsp;The latest iPhone will be open for pre-order on March 4 and arrive in stores on March 11. The iPhone 17e features Apple’s A19 chip and C1X modem for faster processing, improved connectivity, and better battery efficiency. It is a refreshed version of the ‌iPhone 16e‌ that came out in February 2025.&nbsp;<h2 class="st-heading-2">Design And Performance</h2>The new model comes with a 48MP Fusion camera, optical-quality 2x Telephoto, and 4K Dolby Vision video. The device also supports Apple’s satellite features, including Emergency SOS, Roadside Assistance, Messages, and Find My, allowing users to stay connected even when outside cellular or Wi-Fi coverage.The iPhone 17e sports a 6.1-inch Super Retina XDR display with Ceramic Shield 2, providing three times better scratch resistance and reduced glare compared to previous models. Powered by the A19 chip built on 3-nanometer technology, the iPhone model features a 6-core CPU and 4-core GPU with Neural Accelerators, enabling console-quality gaming and AI processing.&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> inched over 0.8% lower in Monday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">Storage Options And Price&nbsp;</h2>Available in black, white, and soft pink, storage options include 256GB and 512GB, starting at $599. Apple will hold a “special Apple Experience” on March 4 across New York, London, and Shanghai, kicking off a busy lineup of product launches this year.Apple is expected to release several new products this year, including a new budget MacBook powered by the A18 chip, a MacBook Pro with M5 Pro and M5 Max chips, and updated versions of the Studio Display, Apple TV, and HomePod.AAPL stock has gained over 10% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-is-backing-optical-tech-in-next-ai-push-invests-4-billion-in-lumentum-and-coherent/cZd3ewRRI2b">Nvidia Is Backing Optical Tech In Next AI Push – Invests $4 Billion In Lumentum And Coherent</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An iPhone 17 Pro Max is displayed in Athens, Greece, on February 14, 2026.

Apple Launches iPhone 17e With A19 Chip, Advanced Camera 

The latest iPhone will be open for pre-order on March 4 and arrive in stores on March 11. 

<ul class="summary-bullets"><li>Huang also announced that the company recently entered into a non-exclusive licensing agreement with xAI’s Grok for its low latency inference technology.</li><li>Addressing an investor question, Huang said that computing had changed, and agentic AI has started to become profitable.</li><li>Nvidia reported Q4 2026 revenue of $68.1 billion, up 73% from the same period last year, and much above analyst expectations of $66.12 billion.</li></ul>Nvidia Corp. (NVDA) CEO Jensen Huang said on Wednesday that the semiconductor company is close to a partnership deal with OpenAI.Speaking to investors on a call after posting upbeat fourth-quarter (Q4) results, Huang said, “We continue to work with OpenAI toward a partnership agreement and believe we are close. We are thrilled with our ongoing partnership with OpenAI, a once-in-a-generation company.”“Demand is skyrocketing and the ChatGPT moment of agentic AI has arrived,” Huang said.Huang also announced that the company recently entered into a non-exclusive licensing agreement with xAI’s Grok for its low-latency inference technology, adding that more details would be shared at NVIDIA GTC 2026, scheduled in March.<h2 class="st-heading-2">Other Partnerships</h2>Talking about OpenAI, Huang said that Nvidia’s ability to run the AI company’s large collection of open models makes its platform “super fungible, super easy to use, and really safe to invest into.”Huang also highlighted that the company is working closely with other OpenAI's competitors, including Anthropic's Claude, Google's Gemini, and Elon Musk's xAI Grok.“With partnerships spanning Anthropic, Meta, OpenAI and XAI, Nvidia has deployed across every cloud and with our ability to build full-stack AI infrastructure from the ground up or support them in the cloud. We're uniquely positioned to partner with Frontier model builders at every stage,” Huang said.<h2 class="st-heading-2">The Future</h2>Addressing an investor question, Huang said that computing has changed, and agentic AI has started to become profitable. “In this new world of AI, compute is revenue. Without compute, there’s no way to generate tokens. Without tokens, there’s no way to grow revenues,” Huang said. “We’ve reached the inflection point, and we’re generating profitable tokens that are productive for customers and profitable for the cloud service providers”Huang also addressed a question on space data centers, adding that while the economics are poor at the moment, they would improve over time. “Nvidia is already the world's first GPU in space,” he said, adding that imaging is one of the best use cases of GPUs in space.<h2 class="st-heading-2">Earnings Snapshot</h2>Nvidia <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-q4-2026-earnings-smash-estimates-as-ai-demand-drives-optimistic-outlook/cZRyKrSRIGs">reported</a> Q4 2026 revenue of $68.1 billion, up 73% from the same period last year, and much above analyst expectations of $66.12 billion.Most notably, revenue from the company’s data center division surged 75% year-on-year to $62.3 billion, amid accelerated computing and AI demand. On the earnings call, the company said that $51 billion of the data center revenues would come from compute revenue and $11 billion from networking products.Nvidia’s outlook for the upcoming quarter also topped Wall Street projections, with the company forecasting revenues of $78 billion, plus or minus 2%, against a consensus of $71.64 billion.<a href="https://stocktwits.com/symbol/NVDA">Shares of NVDA</a> were up 0.09% at the time of writing, having pared earlier gains following its earnings release.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia CEO Jensen Huang addresses participants at CES 2025 in Las Vegas, Nevada, on January 6, 2025. (Photo by Artur Widak/NurPhoto via Getty Images)

Jensen Huang Says Nvidia Nearing Partnership With OpenAI; Touts Agentic AI Profitability

Nvidia CEO Jensen Guang said the company is working with OpenAI towards a partnership agreement and is close to a deal. 

<ul class="summary-bullets"><li>The company posted Q4 revenue of $68.1 billion, up 73% from the same period last year, and much above analyst expectations.</li><li>Revenue from Nvidia’s data center division surged 75% year-on-year to $62.3 billion, amid accelerated computing and AI demand.&nbsp;</li><li>The semiconductor manufacturer said that it will pay its next quarterly cash dividend of $0.01 per share on April 1 to all shareholders of record on March 11.</li></ul>Shares of Nvidia Corp. (NVDA) surged more than 3% in after-hours trading on Wednesday after the company delivered blockbuster results and an upbeat guidance that helped soothe investor concerns over valuations of artificial intelligence stocks. &nbsp;The world’s most valuable technology company reported fourth-quarter (Q4) 2026 revenue of $68.1 billion, up 73% from the same period last year, and much above analyst expectations of $66.12 billion, according to data from Fiscal.ai.Nvidia’s outlook for the upcoming quarter also topped Wall Street projections, with the company forecasting revenues of $78 billion, plus or minus 2%, against a consensus of $71.64 billion.Meanwhile, the company posted Q4 earnings per share of $1.62, soaring over street expectations of $1.54.<h2 class="st-heading-2">Strong AI Demand</h2>Most notably, revenue from Nvidia’s data center division surged 75% year-on-year to $62.3 billion, amid accelerated computing and AI demand. For the full year, revenue from the segment rose 68% to $193.7 billion.For the quarter, the company’s gross margin came in at 75.2%, while full-year gross margin was 71.3%. For the upcoming quarter, Nvidia expects a gross margin of 75%, plus or minus 50 basis points, inclusive of a 0.1% impact from stock-based compensation expense.“Computing demand is growing exponentially — the agentic AI inflection point has arrived. Grace Blackwell with NVLink is the king of inference today — delivering an order-of-magnitude lower cost per token — and Vera Rubin will extend that leadership even further,” said Jensen Huang, founder and CEO of Nvidia.“Enterprise adoption of agents is skyrocketing. Our customers are racing to invest in AI compute — the factories powering the AI industrial revolution and their future growth,” he added.<h2 class="st-heading-2">Share Repurchase And Cash Dividends</h2>The company said that in fiscal 2026, Nvidia returned $41.1 billion to shareholders in the form of shares repurchased and cash dividends. As of the end of Q4, the company said it had $58.5 billion remaining under its share repurchase authorization.The semiconductor manufacturer said that it will pay its next quarterly cash dividend of $0.01 per share on April 1 to all shareholders of record on March 11.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> soared to ‘extremely bullish’ from ‘bearish’ territory over the past 24 hours. Meanwhile, message volumes increased to ‘extremely high’ from ‘high’ levels.One user said that anyone who was short on the company’s shares should get out now, adding that NVDA stock should be in every portfolio.<stembedurl>https://stocktwits.com/miniatus/message/645911104</stembedurl>&nbsp;Another bullish user said the stock would go ‘to the moon.’<stembedurl>https://stocktwits.com/Ballerdad1/message/645911115</stembedurl>&nbsp;Shares of NVDA have gained more than 54% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-is-massively-underestimated-says-dan-ives-ahead-of-q4-earnings/cZRyQOqRIGV">Nvidia Is ‘Massively Underestimated,’ Says Dan Ives, Ahead Of Q4 Earnings</a>

The NVIDIA logo is displayed on a mobile phone screen. (Photo by Jonathan Raa/NurPhoto via Getty Images)

Nvidia Shares Rise After-Hours Amid Blowout Q4 Earnings Even As AI Demand Drives Optimistic Forecast

Nvidia’s outlook for the upcoming quarter topped Wall Street projections, with the company forecasting revenues of $78 billion, plus or minus 2%, against a consensus of $71.64 billion. 

<ul class="summary-bullets"><li>Net sales for the fourth quarter were $1.7 billion, a 12.6% rise from the prior year’s same quarter.</li><li>The sales increase was primarily driven by an increase in the volume of modules sold in the fourth quarter.</li><li>FirstSolar said it expects FY 2026 net sales to be in the range of $4.9 billion to $5.2 billion. Wall Street expects the company's FY 2026 revenue to be $6.1 billion, as per data from fiscal.ai.&nbsp; &nbsp;</li></ul>Shares of FirstSolar (<a href="https://stocktwits.com/symbol/FSLR">FSLR</a>) plummeted more than 12% in extended hours of trading on Tuesday as it posted lower than expected fourth quarter profit.&nbsp;The company reported fourth quarter net income per diluted share of $4.84, which was well below analysts’ estimates of $5.24 per share, according to data from fiscal.ai.Net sales for the fourth quarter were $1.7 billion, a 12.6% rise from the prior year’s same quarter. The increase was primarily driven by an increase in the volume of modules sold in the fourth quarter.“Our growth journey continued into 2025, with the commissioning of our new Louisiana factory and our decision to establish a new facility in South Carolina,” said CEO Mark Widmar.Cash, cash equivalents, restricted cash, restricted cash equivalents, and marketable securities, less debt at the end of the fourth quarter increased to $2.4 billion from $1.5 billion at the end of the prior quarter.<h2 class="st-heading-2">Outlook</h2>FirstSolar said it expects FY 2026 net sales to be in the range of $4.9 billion to $5.2 billion. Wall Street expects the company's FY 2026 revenue to be $6.1 billion, as per data from&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">fiscal.ai</a>.&nbsp;The company expects FY 2026 adjusted core profit&nbsp; to be in the range of $2.6 billion to $2.8 billion and operating expenses in the range of $610 million to $635 million.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around FSLR trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One user said that the company's big capex forecast is not good for stockholders.&nbsp;<stembedurl>https://stocktwits.com/irishstu/message/645776872</stembedurl>Shares in the company have risen 38.5% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Shares of FirstSolar plummeted more than 12% in extended hours of trading on Tuesday

FirstSolar Stock Plunges 12% — Why Such A Selloff?

The company reported fourth quarter net income per diluted share of $4.84, which was well below analysts’ estimates of $5.24 per share, according to data from fiscal.ai.

<ul class="summary-bullets"><li>The regulator declined to share correspondence between staffers.</li><li>Since October, SEC has investigated allegations that AppLovin has been promoting more targeted advertising to consumers, which has allegedly violated platform partners’ service agreements.</li><li>Convequity in a social media post said there is potential that Applovin stock may drop further and people can wait to invest in the stock at a lower point.</li></ul>Applovin is still reportedly facing a probe from the Securities and Exchange Commission that started in October last year.&nbsp;The regulator stated to Bloomberg News that an “investigation involving AppLovin is still active and ongoing” and the release of any records could interfere with the enforcement proceedings. The SEC didn’t specify the subject or scope of the investigation in its response.The regulator declined to share correspondence between staffers referencing AppLovin because it might “cause harm to the ongoing and active enforcement investigation,” the agency said in a letter to Bloomberg News.&nbsp;At the time of writing, stock was up 4.4%.&nbsp;<h2 class="st-heading-2">SEC Probe</h2>Bloomberg News in October had reported that the SEC has investigated allegations that AppLovin has been promoting more targeted advertising to consumers, which has allegedly violated platform partners’ service agreements.As per the report, SEC was responding to a complaint filed by a whistleblower and multiple short-seller reports published in the past several months.&nbsp;Applovin at the time denied the allegations.&nbsp;<h2 class="st-heading-2">Convequity’s Take On Stock</h2>Convequity in a social media post <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/convequity/status/2024751127796093108?s=12&amp;t=rE034wM2CieAAyfpGyuMWQ">said</a> there is potential that Applovin stock may drop further and people can wait to invest in the stock at a lower point.“Investing in $APP means you are investing in a company before crush and you believe it is going to survive the crush and having a rebirth again. IMO better to wait and invest after there is a total crush. The power and potential of 3D real-time game engine and agent isn't yet to be fully understood by the public at large yet,” the post said.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/convequity_PNG_3c8a483db0.webp" alt="Convequity in a social media post said there is potential that Applovin stock may drop further and people can wait to invest in the stock at a lower point." width="448" height="696"></figure>"Applovin identified an area where strong DLRM players like Google and Meta didn't play" -- which is the modern ads monetization, Convequity noted.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around APP trended in ‘bullish’ territory amid ‘normal’ message volume.&nbsp;Shares in the company have fallen 12% over the past year. &nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the logo of AppLovin is displayed on the screen of a smartphone. 

Applovin Stock In Focus Amid Reportedly Ongoing SEC Probe; Convequity Says Wait For The Dip Before Investing

The SEC stated to Bloomberg News that an “investigation involving AppLovin is still active and ongoing”. 

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