SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Dogecoin is an open-source digital currency based on the "Doge" meme that functions as a peer-to-peer medium for fast payments and digital tipping. Unlike projects backed by corporate entities, its value is driven by a global community, and the project is managed by a decentralized group of volunteers and the non-profit Dogecoin Foundation rather than a formal company.  Originally created in 2013 by software engineers Billy Markus and Jackson Palmer as a market parody, the project held no public sale or venture capital rounds. The network operates as a fork of LuckyCoin, which itself was a fork of Litecoin, using a proof of work consensus mechanism. It employs the Scrypt algorithm to ensure the mining process remains fast and efficient, with new blocks processed every 60 seconds. A unique technical feature is its use of merged mining, allowing miners to secure Dogecoin simultaneously with other Scrypt-based networks like Litecoin.  To keep transaction fees low and the network running indefinitely, Dogecoin features an uncapped supply where new coins are added forever. In a major regulatory milestone in March 2026, a joint SEC and CFTC framework officially classified Dogecoin as a digital commodity, placing it in the same asset category as gold or oil.

Dogecoin

Dogecoin is gaining traction as traders monitor a potential breakout from a cup-and-handle formation, fueled by anticipation surrounding upcoming regulatory clarity acts. The community remains divided between long-term holders debating technical chart signals and skeptics focusing on whale concentration and historical volatility.

Digi Power X, Inc. is a block chain technology company, which engages in crypto currency mining. It focuses on validation through mining, hosting solutions, and blockchain software solutions. It operates through the following segments: Cryptocurrency Mining, Sales of Energy and Electricity, and Colocation Services. The company was founded on February 18, 2017, and is headquartered in Miami, FL.

Digi Power X Inc. - Ordinary Shares (Sub voting)

Digi Power X is rallying as investors pile in ahead of the upcoming Cerebras Systems IPO, viewing the stock as a strategic infrastructure play tied to their significant multi-billion dollar data center contract. The community is buzzing with sentiment surrounding the company's expansion into AI-powered cloud services, while active discussions focus on high volatility, short interest, and optimism that the symbol will break into double digits following the debut of its key partner.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending as investors monitor high short interest and aggressive institutional buying ahead of upcoming earnings, with community members fiercely debating whether AI will displace the platform or serve as a major growth catalyst. Bulls are highlighting Figma's sticky enterprise ecosystem and institutional backing, while bears remain skeptical of the stock's valuation and the long-term impact of AI design tools.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors re-rate the stock from a legacy telecom name into an AI infrastructure powerhouse, fueled by significant optical networking growth and strategic agentic AI rollouts for broadband networks. The community is buzzing over its critical role in Western connectivity, with many traders drawing parallels to other explosive AI infrastructure plays while monitoring heavy institutional call buying.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending as investors react to a significant earnings beat and a major guidance hike fueled by surging AI infrastructure demand. The community is heavily debating whether this momentum marks a sustainable regime shift for the legacy networking giant or a speculative rally reminiscent of the dot-com era.

Robinhood Ventures Fund I invest in companies located in the United States. The fund focuses on a broad range of sectors and industries. It provides financing for early stage transactions.

Robinhood Ventures Fund I - Common shares of beneficial interest

RVI is seeing significant momentum and retail interest as market participants rotate into private equity funds, with many traders speculating on the potential for new high-profile AI and tech portfolio additions. The conversation centers on RVI's valuation relative to its NAV compared to peers, with community members debating whether the recent price surge reflects speculative hype or a justified premium for direct access to pre-IPO growth companies.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is experiencing significant market volatility and high trading volume as investors react to a newly secured Space Force contract and position themselves ahead of upcoming quarterly earnings. While the community is actively debating the company's long-term commercialization potential against its speculative history, bulls are emphasizing major upcoming industry catalysts like the anticipated Lunar Terrain Vehicle contract award and general space sector momentum.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending as investors aggressively sell off the stock following its latest earnings report, with the community actively debating whether this decline represents a major buying opportunity or a deeper issue regarding the company's long-term growth and potential disruption by AI. Investors remain sharply divided, with some highlighting strong fundamentals and cash flow as reasons to accumulate shares at current levels, while others cite persistent insider selling and bearish technical indicators as signs that the downward trend may continue.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

The semiconductor sector remains a polarizing focal point for traders, with many in the community debating whether current parabolic gains represent a sustainable AI-driven supercycle or an unsustainable bubble reminiscent of the dot-com era. Traders are actively monitoring extreme RSI levels and historical overbought signals as they clash over whether to pursue momentum-fueled breakouts or hedge against a potential sharp reversal.

vTv Therapeutics, Inc. is a clinical-stage biopharmaceutical company engaged in the discovery and development of orally administered small molecule drug candidates to fill significant unmet medical needs. Its products target the treatment of central nervous system disorders, diabetes and metabolic disorders, inflammation, and cancer. It offers Azeliragon, TTP399, TTP273, HPP593, HPP737, and the Nrf2/Bach1 program. The company was founded on April 2, 2015 and is headquartered in High Point, NC.

vTv Therapeutics Inc - Ordinary Shares - Class A

vTv Therapeutics is experiencing intense community debate following a clinical hold on its lead type 1 diabetes candidate, with investors split between long-term bullish sentiment over potential breakthrough therapy status and skepticism regarding management's communication and the extended trial delay. The stock remains highly volatile as market participants closely monitor for any regulatory updates that could signal a path forward for the cadisegliatin program.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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SPDR S&P 500 ETF

Apple Inc.

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Microsoft Corporation

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<ul class="summary-bullets"><li>April producer prices rose 1.4% from the previous month, marking the biggest jump since March 2022.</li><li>Semiconductor stocks rallied on Wednesday, with NVDA rising over 2%, MU gaining 5% and the SMH climbing 2%.</li><li>Markets also digested the Senate’s narrow confirmation of Kevin Warsh as the next Federal Reserve chair.</li></ul>U.S. stock futures edged higher late Wednesday after AI-fueled tech gains pushed the S&amp;P 500 and Nasdaq to fresh record highs despite another hot inflation report.As of 9.45 p.m. ET, Nasdaq 100 futures were up 0.6%, while S&amp;P 500 and Dow futures were up 0.2%.On Stocktwits, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> was ‘extremely bullish’ amid ‘normal’ message volume, while sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> was ‘bullish’ amid ‘high’ message volume.<h2 class="st-heading-2">US Market Drivers</h2>Stocks jumped&nbsp;on expectations of a Federal Reserve rate cut following another hotter-than-expected inflation report, with April producer prices&nbsp;rising 1.4% from the previous month,&nbsp;the biggest jump since March 2022 and topping expectations of a 0.5% rise. Annual wholesale inflation rose to 6%.Both the S&amp;P 500 and Nasdaq Composite notched fresh intraday and closing record highs on Wednesday as traders bet that AI-driven spending would remain resilient even in a tougher macro environment.<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>-0.14%</td><td>49,693.2</td></tr><tr><td>S&amp;P 500</td><td>0.58%</td><td>7,444.25</td></tr><tr><td>Nasdaq Composite</td><td>1.2%</td><td>26,402.34</td></tr></tbody></table></figure></div>Semiconductor stocks once again led the rally after Nvidia shares rose over 2% and Micron gained 5%. The VanEck Semiconductor ETF also jumped 2%. The tech rally gained further momentum after Nvidia CEO Jensen Huang joined U.S. President Donald Trump during his Beijing trip to meet Chinese President Xi Jinping, boosting hopes that tensions over AI chip exports to China could eventually ease.The Kobeissi Letter&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2054655260652716149">noted on X</a> that the S&amp;P 500 has rallied 18% since the March 30 low, adding $10.4 trillion in market value in just six weeks.&nbsp;Investors are also monitoring Trump’s upcoming meeting with Xi Jinping in Beijing for potential developments on trade relations, semiconductor exports, and comments on the war in Iran and the Strait of Hormuz.Separately, markets also digested the Senate’s narrow confirmation of&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kevin-warsh-is-the-us-fed-s-17th-chairperson-senate-approves/cZXLHqxReKp">Kevin Warsh</a> as the next Federal Reserve chair, with investors tracking whether Warsh will maintain the Fed’s traditional independence as inflation pressures continue building and Treasury yields climb.<h2 class="st-heading-2">Trending Stocks To Watch On NYSE, Nasdaq</h2>Cisco Systems (CSCO): Shares surged 20% in extended trading after Cisco issued stronger-than-expected&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/csco-stock-soars-to-record-highs-amid-expectation-beating-guidance-job-cut-announcement/cZX1I0SReKs">quarterly guidance</a> and announced 4,000 job cuts to redirect spending towards AI and networking investments.Intuitive Machines (LUNR): Shares jumped 11% on Wednesday and extended gains after-hours on its selection for the U.S. Space Force’s Andromeda contract ahead of quarterly earnings due premarket on Thursday.Ondas Holdings (ONDS): Shares gained 3% in after-hours trading ahead of quarterly results after World View CEO Ryan Hartman highlighted SkyWeaver, the company’s AI mission autonomy platform jointly developed with Palantir.Nvidia (NVDA): Shares added 1% in after-hours trading as investors monitored Jensen Huang’s China visit alongside Trump, even after short seller&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-draws-attention-as-culper-research-takes-short-position-over-china-ties/cZXLrSBReKF">Culper Research</a> warned that Nvidia faces a “significant China problem” from tightening Beijing restrictions and slowing Chinese demand.Nokia (NOK): Shares logged their best session in over six months after Nokia appointed Siemens executive Emma Falck as the president of mobile infrastructure, boosting optimism around the company’s 5G and 6G network strategy.<h2 class="st-heading-2">How Global Markets Are Performing Today</h2>In broader markets, the benchmark 10-year U.S. Treasury yield hovered near its highest level since July. Gold traded at $4,700 an ounce after slipping for a second straight session, while silver hovered around $87.8 an ounce after extending its sharp May rally.Economist Peter Schiff&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PeterSchiff/status/2054639879221350510">warned on X</a> that “The yield on the 10-year Treasury is knocking at the door of 4.5%,” adding that once it breaks above the threshold, yields could climb rapidly toward 5%.Oil prices steadied, with Brent crude trading below $106 a barrel and West Texas Intermediate crude hovering around $101. Meanwhile, MSCI’s broadest index of Asia-Pacific shares outside Japan rose 0.4%, while Japanese markets opened strongly and Australian equities traded lower.Among the catalysts for Thursday are key U.S. economic data releases, including April retail sales, retail sales excluding autos, weekly jobless claims, import price index data and March business inventories.&nbsp;Markets will also monitor speeches from Kansas City Fed President Jeff Schmid, Cleveland Fed President Beth Hammack, New York Fed President John Williams and Federal Reserve Governor Michael Barr for additional clues on the Fed’s interest-rate path.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Wall Street bull stands in the financial district near the New York Stock Exchange (NYSE) on November 18, 2025 in New York City. (Photo by Spencer Platt/Getty Images)

Dow, S&P 500, Nasdaq Futures Climb As AI Frenzy Drives Record Rally: Why CSCO, LUNR, ONDS, NVDA, NOK Are In Focus

Investors monitored Trump’s Beijing trip to meet Chinese President Xi Jinping, fueling hopes of easing tensions around AI chip exports to China.

Equity

<ul class="summary-bullets"><li>The&nbsp;S&amp;P500 hit record highs, the tech-heavy Nasdaq added 1.4%, while the&nbsp;Dow Jones inched 0.2% lower.&nbsp;</li><li>Technology stocks led broader market gains with Nvidia hitting record highs.&nbsp;&nbsp;</li><li>Wholesale prices soared in April to the highest in four years.</li></ul>The S&amp;P500 and Nasdaq ended higher on Wednesday, while the Dow Jones slipped as investors assessed red-hot inflation data and looked for cues from U.S. President Donald Trump’s China visit.The S&amp;P 500 and the Nasdaq gained 0.6% and 1.2%, respectively, and reached new highs. The Dow fell 0.1%.&nbsp;Among ETFs tracking benchmark indexes, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust&nbsp;</a>(QQQ) ended Wednesday around 1% higher, while the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) was flat.&nbsp;Meanwhile, retail sentiment on Stocktwits for SPY, QQQ, and DIA was all in the ‘bullish’ territory.<h2 class="st-heading-2">US Market Drivers</h2><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>-0.1%</td><td>49,693.20</td></tr><tr><td>S&amp;P 500</td><td>0.6%</td><td>7,444.25&nbsp;</td></tr><tr><td>Nasdaq Composite</td><td>1.2%</td><td>24,016.02&nbsp;</td></tr></tbody></table></figure>Technology stocks were the outliers from the rest of the market as inflation fears, spurred by higher wholesale producer prices in the U.S., weighed on other sectors such as retail and banking. NVIDIA (<a href="https://stocktwits.com/symbol/NVDA">NVDA</a>) hit record highs, and Micron Technology (<a href="https://stocktwits.com/symbol/MU">MU</a>) gained more than 3%. The VanEck Semiconductor ETF (<a href="https://stocktwits.com/symbol/SMH">SMH</a>) advanced 2%.&nbsp;Two inflation reports this week showed increasing price pressures on the retail and wholesale markets, leading to mixed signals on future monetary policy.&nbsp;The U.S. Senate on Wednesday&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kevin-warsh-is-the-us-fed-s-17th-chairperson-senate-approves/cZXLHqxReKp">confirmed</a> Kevin Warsh as the 17th chair of the Federal Reserve, succeeding Jerome Powell. Warsh has been advocating for lower rates, but rising inflation signals have led the market to believe otherwise.&nbsp;The producer price index rose 6% from a year ago, topping all estimates in a Bloomberg survey of economists. The monthly advance was also the sharpest since 2022. A core measure increased 5.2% from April 2025 — the most in more than three years.“Wednesday’s PPI was strikingly elevated as producers are feeling the ripple effects of $100 per barrel oil,” said Clark Bellin at Bellwether Wealth in an interview with Bloomberg. “The Federal Reserve has an inflation problem on its hands.”"Near-term inflationary pressure will persist regardless of whether the Strait of Hormuz is reopened, but in the event that sea traffic from the Persian Gulf fails to resume by the summer, the market’s operating assumption is that the inflation outlook will be materially higher," wrote BMO Capital Markets strategist Ian Lyngen in a note, which was accessed by Barron’s.<h2 class="st-heading-2">Trending Stocks To Watch&nbsp;</h2>Fervo Energy (<a href="https://stocktwits.com/symbol/FRVO">FRVO</a>): The Houston, Texas-based geothermal energy firm raised $1.89 billion through an upsized offering, issuing 70 million shares of its common stock.ARM Holdings (<a href="https://stocktwits.com/symbol/ARM">ARM</a>): UK-based ARM Holdings (ARM) and its parent company SoftBank Group (<a href="https://stocktwits.com/symbol/SFTBY">SFTBY</a>) made a last-minute attempt to acquire AI chipmaker Cerebras Systems ahead of its IPO, which Cerebras rejected.&nbsp;Ford (<a href="https://stocktwits.com/symbol/F">F</a>): Shares of Ford Motor crossed the 100-day moving average (DMA) for the first time in two months and was among the top trending stocks on Stocktwits.&nbsp;Cisco (<a href="https://stocktwits.com/symbol/CSCO">CSCO</a>): Cisco, in its quarterly earnings report, which was released after hours, announced job cuts that will affect 4,000 of its employees.Sellas Life Sciences (<a href="https://stocktwits.com/symbol/SLS">SLS</a>): Sellas shares were on track to record their best week in over four months ahead of its upcoming leukemia trial data.&nbsp;<h2 class="st-heading-2">Broader Market Trends&nbsp;</h2>Crude oil prices dipped on Wednesday as fears of higher U.S. interest rates dampened the global demand outlook. Brent crude settled near $104.85 per barrel. Despite the daily decline, the International Energy Agency (IEA) warned that global oil supply could remain below demand for the remainder of 2026 due to ongoing disruptions in the Middle East and restrictions on tanker movement through the Strait of Hormuz.&nbsp;The yield on the 30-year Treasury bond climbed to 5.05%, its highest level since 2007, following a soft auction and hotter-than-expected inflation data. Bond prices, which move inversely to yields, fell as investors processed the reality that inflation—currently at a three-year high of 3.8%—is proving difficult for the Fed to tame.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

The NASDAQ MarketSite in Times Square is seen November 20, 2006 in New York City. (Photo by Spencer Platt/Getty Images)

S&P500, Nasdaq Gain Over Tech Stock Optimism As Nvidia Hits Record Highs, Dow Slips — FRVO, F, SLS, CSCO In Focus

Data showed producer prices soared in April, the highest in four years, amid sticky inflation, while investors turned attention to Trump’s China visit.

<ul class="summary-bullets"><li>Kevin Warsh was President Donald Trump’s pick to head the U.S. Fed after Jerome Powell&nbsp;</li><li>Warsh is known for his hawkish leanings towards monetary policy.</li><li>Warsh’s first meeting as chair of the FOMC is scheduled for June 16-17.</li></ul>The U.S. Senate on Wednesday confirmed Kevin Warsh as the 17th chairperson of the U.S. Federal Reserve, a day after his appointment to the Board of Governors, officially taking over from Jerome Powell at a time when inflationary pressures grip the economy.The Senate confirmed with a vote of 54-45, almost entirely along party lines. Pennsylvania Democrat John Fetterman was the lone crossover.&nbsp;&nbsp;Powell will stay on at the Fed’s board as he has two years left in his term as governor. Powell said last month in a monetary policy press briefing that he will remain at least until ongoing investigations related to the Fed headquarters renovations are complete.&nbsp;Warsh, who has historically shown hawkish tendencies, recently called for regime change and has actively advocated lower interest rates even as inflation remains well above the 2% target.&nbsp;Rep. French Hill, R-Ark., praised the Fed’s decision. “Chairman Warsh has repeatedly emphasized the importance of placing affordability and price stability at the center of our economic agenda,” Hill said in a statement. “His commitment to disciplined monetary policy will help restore confidence in our economy and support long-term prosperity.”Warsh’s first meeting as chair of the FOMC is scheduled for June 16-17.&nbsp;The <a href="https://stocktwits.com/symbol/SPX">S&amp;P500</a> hit record highs, the tech-heavy<a href="https://stocktwits.com/symbol/NDX"> Nasdaq</a> added 1.4%, while the <a href="https://stocktwits.com/symbol/DJI">Dow Jones</a> inched 0.2% lower at the time of writing.&nbsp;<h2 class="st-heading-2">Warsh’s Regime Change Push&nbsp;</h2>Warsh’s appointment is seen by many analysts as a signal of a "regime change" in how the Fed communicates with Wall Street. Unlike several of his predecessors who climbed the ranks through academia, Warsh’s background is rooted in investment banking and practical market mechanics.A Warsh-led Fed is expected to prioritize deregulation and lower interest rates, something President Donald Trump has advocated during his previous and current tenure.&nbsp;Economists suggest his tenure may focus on strengthening the dollar and ensuring that the Federal Reserve’s balance sheet — which swelled during the pandemic — is more aggressively trimmed.“I take my responsibility to be an independent leader of the Federal Reserve very seriously, if confirmed by this body. I take the integrity of the office and my personal integrity very seriously,” Kevin Warsh told senators in April.&nbsp;U.S President Donald Trump has made several statements on how he expects Warsh to lower rates, and earlier in January, jokingly mentioned that he would sue Warsh if he didn’t lower interest rates.&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPY</a>, <a href="https://stocktwits.com/symbol/QQQ">QQQ</a> Retail View&nbsp;Retail sentiment on Stocktwits was "bullish" with "normal" message volumes for the SPY and was "bullish" with "high" message volumes for QQQ.&nbsp;Read More:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/arm-soft-bank-fail-in-bid-to-buy-nvda-rival-cerebras-ahead-of-ipo-report/cZXLo8zReKK">Arm, SoftBank Fail In Bid To Buy NVDA Rival Cerebras Ahead Of IPO: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Kevin Warsh, U.S. President Donald Trump's nominee for Chair of the Federal Reserve

Kevin Warsh Is The US Fed’s 17th Chairperson, Senate Approves

The Senate voted 54-45 on Wednesday to confirm Kevin Warsh as the Federal Reserve’s 17th Chair, succeeding Jerome Powell.

<ul class="summary-bullets"><li>According to a Reuters report, the LinkedIn layoffs are not related to the adoption of artificial intelligence at the social network.</li><li>According to its website, LinkedIn employs more than 17,500 full-time workers, meaning a 5% workforce reduction would affect roughly 875 employees.</li><li>The move comes after LinkedIn reported a 12% year-over-year increase in third-quarter revenue, according to Microsoft’s results released last month.</li></ul>Microsoft Corp.-owned (MSFT) LinkedIn is reportedly planning to cut its headcount by 5% in the latest move to trim its workforce in the technology sector.According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-05-13/microsoft-s-linkedin-is-cutting-jobs-in-latest-industry-cull">report</a> citing a memo from LinkedIn CEO Daniel Shapero, the layoffs will affect employees across engineering, product, and marketing roles.“As part of our regular business planning, we’ve implemented organizational changes to best position ourselves for future success,” a LinkedIn spokesperson stated, according to the report.Microsoft shares were down about 1% in Wednesday morning’s trade.<h2 class="st-heading-2">Cuts Not Related To Adoption Of AI, Says Report</h2>According to a Reuters report, the LinkedIn layoffs are not related to the adoption of artificial intelligence technology at the social network.LinkedIn currently employs more than 17,500 full-time employees, according to its website. A 5% headcount cut would impact about 875 employees. LinkedIn has 38 offices in more than 30 cities around the world, with over 1.3 billion members worldwide using the social network.<h2 class="st-heading-2">Layoffs Amid Revenue Surge</h2>This comes amid a 12% year-on-year surge in LinkedIn’s revenue in the third quarter (Q3), according to Microsoft’s announcement last month.Shapero stated that LinkedIn’s new agentic hiring products crossed $450 million in annual run rate during the quarter, helping companies like Advanced Micro Devices Inc. (AMD) and Palo Alto Networks Inc. (PANW) hire more effectively.He also stated that LinkedIn posts rose 14% YoY and paid video content on the platform soared 30% during this period.<h2 class="st-heading-2">MSFT Plans First-Ever Voluntary Buyout For US Employees</h2>According to a CNBC report, Microsoft is said to be considering voluntary buyouts for some of its employees in the U.S.About 7% of Microsoft’s employees in the U.S. are said to be eligible for the buyouts, in a first-ever move for the tech giant. Employees at the senior director level and below qualify for the plan if their combined age and years of service total at least 70, the report added.<h2 class="st-heading-2">How Did Retail Traders React To MSFT?</h2>Retail sentiment on Stocktwits around Microsoft trended in the ‘bearish’ territory at the time of writing.<a href="https://stocktwits.com/symbol/MSFT">MSFT stock</a> is down 16% year-to-date and 10% over the past 12 months. The S&amp;P 500 ETF Trust (SPY) is up 26% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 38%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/velo-stock-best-single-day-gains-5-months-ceo-inflection-point-velo3d-q1/cZXLNkMReK7">VELO Stock Headed For Best Single-Day Gains In 5 Months — CEO Touts Key Inflection Point For Velo3D In Q1</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A LinkedIn sign is shown on the street in Toronto, Canada

Microsoft’s LinkedIn Reportedly Plans To Cut About 5% Headcount – Layoffs To Affect Employees Across Engineering, Product, Marketing Roles

According to a Bloomberg report, a LinkedIn spokesperson said that as part of the company’s regular business planning, it has implemented organizational changes to best position itself for future success.

<ul class="summary-bullets"><li>BofA raised its estimate for the total addressable market for AI data center systems in calendar year 2030 to roughly $1.7 trillion, up from its prior forecast of $1.4 trillion.</li><li>The firm said it expects 2026 to remain a year of accelerating AI-related revenue growth and improving returns on investment, as enterprises and hyperscalers continue to ramp up infrastructure spending.</li><li>BofA also noted that 2027 could mark a turning point for AI efficiency and token economics as next-generation compute and memory architectures begin scaling more broadly across the industry.</li></ul>Shares of Micron Technology Inc. (MU) are up nearly 169% year-to-date, but analysts at BofA expect the stock to rally further.According to TheFly, BofA hiked its price target for Micron to $950 from $500, implying an upside potential of about 24% from the current levels. The firm maintained its ‘Buy’ rating on the stock.<a href="https://stocktwits.com/symbol/MU">Micron shares</a> were up more than 4% in Wednesday’s pre-market trade. MU was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">Why Is BofA Bullish On MU?</h2>BofA raised its estimate for the total addressable market for AI data center systems in calendar year 2030 to roughly $1.7 trillion, up from its prior forecast of $1.4 trillion.The firm said it expects 2026 to remain a year of accelerating AI-related revenue growth and improving returns on investment, as enterprises and hyperscalers continue to ramp up infrastructure spending.BofA also noted that 2027 could mark a turning point for AI efficiency and token economics as next-generation compute and memory architectures begin scaling more broadly across the industry.<h2 class="st-heading-2">What Do Retail Traders Think Of MU?</h2>Retail sentiment on Stocktwits around Micron Technology trended in the ‘extremely bullish’ territory with message volumes at ‘extremely high’ levels.One user thinks MU stock could surge to $1,500 by next week after Nvidia’s first-quarter (Q1) results, which are due on May 20, 2026.<stembedurl>https://stocktwits.com/jtru007/message/653174953</stembedurl>Another user thinks that if Micron secures business during the CEO’s trip to China with President Donald Trump, MU stock may soar beyond $1,000 sooner.<stembedurl>https://stocktwits.com/moonstocks777/message/653184492</stembedurl>Micron CEO Sanjay Mehrotra is among a slew of business executives invited to China, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116565066757116256">post</a> by President Trump on Truth Social.<figure class="image"><img src="https://news.stocktwits-cdn.com/image_png_80026cfad5.webp" alt="President Donald Trump's post on Truth Social" width="573" height="615"><figcaption>President Donald Trump's post on Truth Social | @realDonaldTrump/Truth Social</figcaption></figure><h2 class="st-heading-2">MU Delivers 256GB Memory To Key Ecosystem Players</h2>Micron announced on Tuesday that it has sampled 256GB DDR5 memory modules to key ecosystem players. The module is built using Micron’s advanced 1-gamma technology and supports speeds of up to 9,200 MT/s, making it more than 40% faster than memory modules currently in mass production.Micron said the product uses advanced 3D stacking and through-silicon via technology to improve performance, capacity, and power efficiency for AI workloads. The company added that a single 256GB module can reduce operating power consumption by more than 40% compared with using two 128GB modules, helping improve efficiency in AI data centers.“Capacity, bandwidth, and power are the defining drivers of AI efficiency. With our 256GB DDR5 RDIMM, Micron is enabling servers to deliver significantly higher performance,” said Raj Narasimhan, senior vice president and general manager of the Cloud Memory Business Unit at Micron.<h2 class="st-heading-2">IDC Outlines Bullish Case For MU</h2>Industry research firm IDC recently outlined a bullish outlook for Micron and other memory-chip companies.“Hyperscalers are buying a fundamentally different, more expensive class of memory and are willing to pay a premium to secure supply,” the firm stated. IDC added that NAND Flash revenue is expected to reach $174 billion in 2026, representing nearly 139% growth from the prior year.IDC also noted that, unlike the DRAM market, NAND pricing gains are becoming more widespread. The firm said enterprise SSD prices have climbed sharply as hyperscalers lock in supply, reducing availability across consumer and OEM markets.<a href="https://stocktwits.com/symbol/MU">MU stock</a> is up 169% year-to-date and 731% over the past 12 months. The S&amp;P 500 ETF Trust (SPY) is up 27% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 39%.The iShares Semiconductor ETF (SOXX) is up 148% during this period, while the State Street Technology Select Sector SPDR ETF (XLK) is up 54%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nbis-stock-soaring-today-after-nebius-q1-results-ceo-unprecedented-demand/cZXLSpmRe0r">Nebius Reports Whopping 684% Jump In Q1 Revenue, Secures Power For New 1.2 GW Facility — CEO Touts ‘Unprecedented Demand’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone held in a hand shows the logo of Micron Technology Inc. 

MU Stock is Up 169% This Year – BofA Still Expects A Further 24% Upside

BofA hiked its price target for Micron to $950 from $500, while maintaining its ‘Buy’ rating on the stock.

<ul class="summary-bullets"><li>Dell clashed with former Labor Secretary Robert Reich on social media.</li><li>The founder and CEO holds a 45% stake in his namesake company, currently valued at approximately $37 billion.</li><li>President Donald Trump recently helped bump up Dell’s valuation.</li></ul>Dell Technologies founder and CEO Michael Dell pushed back late Tuesday on social media against a former cabinet secretary's take on how billionaires make their money.Robert Reich — who served as Secretary of Labor under President Bill Clinton from 1993 to 1997 and sat on President Obama's economic transition advisory board —&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RBReich/status/2054252804324110749">posted on X</a>: "There are basically 5 ways to accumulate a billion dollars: 1) Profiting from a monopoly 2) Insider-trading 3) Political payoffs 4) Fraud 5) Inheritance. Don't believe the self-made myth."Dell quoted the post and<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MichaelDell/status/2054375980110635092">&nbsp;offered</a> a sixth option: "Build something millions of people actually want."Reich's post drew swift&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/i/birdwatch/n/2054346594049311183">Community Notes on X</a>, with one citing a University of Chicago study finding that 69% of the 2011 Forbes 400 had built their own businesses from scratch.<h1 class="st-heading-1">The Broader Context Of Dell's Counter</h1>The exchange occurs amid an intensifying U.S. debate over wealth, capitalism, and taxation. Calls to tax the rich are reverberating across the country, from New York's proposed "pied-à-terre tax" to Washington State's first-ever income tax on millionaires. California may be next: the state is likely to put a "one-time" 5% wealth tax on assets above $1 billion on the November ballot.The prospect has already<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://fortune.com/2026/03/17/6-billionaires-left-california-billionaire-tax-newsom-brin-page-thiel-spielberg-revenue/">&nbsp;prompted</a> several high-profile departures from the Golden State, including Google co-founders Larry Page and Sergey Brin, Meta CEO Mark Zuckerberg, and investor Peter Thiel, with most primarily relocating to Florida.<h1 class="st-heading-1">Dell's Trump Connection And Stock Run</h1>Dell has maintained a warm relationship with President Trump since his first term. In December, Dell and his wife, Susan, announced a $6.25 billion donation to expand a government program that provides savings accounts for U.S. children, amid a wave of corporate contributions to Trump's second-term initiatives, the Wall Street Journal<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/us-news/michael-dell-donates-6-25-billion-to-trump-accounts-for-children-5bbddf33">&nbsp;noted</a>.Trump returned the favor earlier this month,<a href="https://stocktwits.com/news-articles/markets/equity/dell-stock-spikes-to-record-highs-on-president-trump-s-endorsement/cZX2wOvRegV">&nbsp;praising</a> the Dell family and publicly urging people to "go out and buy a Dell," sending the stock to record highs.<h1 class="st-heading-1">The Business Behind Michael Dell</h1>Dell first debuted on the stock market nearly four decades ago, went private in 2013, and returned to public markets via a reverse merger five years later. Since relisting on the NYSE in 2018, the stock has returned over 1,000%, comfortably outpacing the benchmark S&amp;P 500 and Nasdaq indexes.&nbsp;<img src="https://news.stocktwits-cdn.com/koyfin_20260513_030136987_png_422f224b07.webp" alt="koyfin_20260513_030136987.png">Annual revenue has grown by roughly 25% over that period, and profitability has steadily improved since 2020. Dell himself holds a 45% stake in the company, currently valued at approximately $37 billion, according to Fiscal.ai.<img src="https://news.stocktwits-cdn.com/Dell_Annual_Revenue_Operating_Profit_Since_2019_jpg_34a1a3e9e7.webp" alt="Dell_Annual_Revenue__Operating_Profit_Since_2019.jpg"><a href="https://stocktwits.com/symbol/NVDA">DELL stock</a> used to be primarily driven by the PC market. Nowadays, it's riding the AI rally, driven by an explosion in demand for the company's servers powered by Nvidia and AMD chips. Just under half of Dell’s revenue comes from its PC business, and just over half comes from the servers and storage segment, according to a Morningstar report.Wall Street is broadly bullish: 18 of 27 analysts covering DELL rate it 'Buy' or 'Strong Buy,' according to Koyfin. The consensus price target, however, implies the stock is trading at a nearly 20% premium to fair value, suggesting much of the good news may already be priced in.&nbsp;Dell’s closing price on Tuesday was about $239.On Stocktwits, retail enthusiasm has been building steadily. Message volume for DELL has nearly tripled over the past year, followers are up over 16%, and sentiment has climbed from 'neutral' to 'extremely bullish.'For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mrvl-stock-primes-for-rebound-as-amd-reveals-10-m-stake/cZXLBZRRe0Q">MRVL Stock Primes For Rebound As AMD Reveals $10M Stake</a>

Michael Dell at the Featured Session: Business, Life, and the Magic of Austin on March 14, 2024 in Austin, Texas. (Photo by Errich Petersen/SXSW Conference & Festivals via Getty Images)

Michael Dell Hits Back At Robert Reich's Diss Of 'Self-Made' Millionaires: 'Forgot…The Most Common Way'

The exchange occurs amid an intensifying U.S. debate over wealth, capitalism, and taxation.

<ul class="summary-bullets"><li>QCOM dropped 11.5% and was the worst&nbsp;performer in&nbsp;the S&amp;P 500 on Tuesday.</li><li>The consumer price index for April rose 3.8% from a year ago, the most since 2023, on the back of soaring fuel prices, new data released on Tuesday showed.</li><li>Last month, Qualcomm discussed its entry into the AI data center market, including a contract win from a hyperscale customer. More details are expected at the company’s investor day event next month.</li></ul>Qualcomm, Inc.￼ emerged as an unexpected casualty of Tuesday’s tech selloff, triggered by a hotter-than-expected inflation reading, although traders largely viewed the pullback as a buying opportunity.<a href="https://stocktwits.com/symbol/QCOM">QCOM stock</a> dropped 11.5%, its worst single-day slide in six years, and was the biggest loser on the S&amp;P 500. Until Monday, the stock had climbed 52% in just eight sessions since the company’s quarterly report on April 22.On Stocktwits, retail sentiment for QCOM edged higher into the ‘bullish’ zone amid ‘high’ message volume, with several&nbsp;traders advising a buy on the dip.“$QCOM way over done, been buying all morning,”&nbsp;<a href="https://stocktwits.com/UVXYtrading/message/653092672">said</a> a trader. Another&nbsp;<a href="https://stocktwits.com/Smoka416/message/653147742">wrote</a> that they “bought a bunch at 205 and 210 and 215 this one’s going 300+ it might take a few months but it’ll get there.”“QCOM This is typical, This is how you miss the boat. They tank these stocks 20% and scare some people out of their shares. Then the next day you wake up and the stock is up 15-20% in the pre market for really no reason… That’s why we buy the dip!! Lets see if they do it again,”&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/FibonacciTwit/message/653137208">said</a> a trader.<h2 class="st-heading-2">Iran War Fuels Inflation, Market Drops</h2>The S&amp;P 500 and Nasdaq declined on Tuesday after the latest data&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spy-qqq-dia-slip-as-inflation-concerns-hinder-ai-rally/cZXXoUvReiC">highlighted</a>&nbsp;that the conflict in Iran is fueling a resurgence in inflation. The consumer price index for April rose 3.8% from a year ago, the most since 2023, on the back of soaring fuel prices.Separately, real wages, adjusted for inflation, declined year over year in April, marking the first such contraction since 2023.The economic print sent investors into risk-off mode and pressured tech stocks – and particularly chip stocks – more than other sectors. Intel and SanDisk dropped by over 6%. Western Digital, NXP Semiconductors, and Micron declined by 3.6% to 5.3%, while Oracle and Salesforce dropped by around 3.5%.<h2 class="st-heading-2">QCOM’s Data Center Momentum</h2>Qualcomm has been high on investors’ radar lately after the smartphone chipmaker announced plans to enter the lucrative smartphone market last month. The company said it had secured a deal with an undisclosed hyperscaler and planned to start shipping in the December quarter.Qualcomm is largely expected to share more about its data center growth plans at its upcoming investor day on June 24.“With the company’s recent datacenter announcements setting up a chance for Qualcomm to silence its critics with a combination of datacenter wins, roadmap announcements, and clarity on how its DC business is setup to be its next $10+ billion annual revenue stream,” Daniel Newman, CEO of The Futurum Group,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/danielnewmanUV/status/2054350246046740772?s=20">said</a> on X.“AI demand opened the door for Qualcomm, execution gives it permission to win a share of more than what will be a trillion+ of annual AI chip spend.”In the last quarter, Qualcomm’s revenue rose 3% to $10.6 billion, in line with expectations. The current quarter forecast of $9.2 billion to $10 billion was, however, below analysts’ $10.19 billion target.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/quantum-scape-stock-is-charging-ahead-retail-is-already-speculating-a-major-order-after-ai-pivot/cZXL2NERe0d">QuantumScape Stock Is Charging Ahead: Retail Is Already Speculating A Major Order After AI Pivot</a>&nbsp;

The logo of the Qualcomm at the Mobile World Congress 2024. (Photo by Ramon Costa/SOPA Images/LightRocket via Getty Images)

QCOM’s Brutal Fall Amid Chip Pullback On Inflationary Pressure Sparks Retail Buy Calls

Retail traders argued the stock had become “way oversold” and was poised for a rebound, particularly amid growing optimism surrounding the company’s push into the lucrative data center market.

<ul class="summary-bullets"><li>Oil prices remained elevated, with Brent crude near $107 a barrel and WTI above $102 a barrel.</li><li>Markets are closely watching Trump’s May 14-15 summit with Chinese President Xi Jinping.</li><li>Traders now await Wednesday’s producer price index report and speeches from Fed officials Susan Collins and Lorie Logan.</li></ul>U.S. stock futures edged mostly higher late Tuesday as hotter inflation data, surging oil prices and rising Treasury yields kept Wall Street on edge ahead of another key inflation report and U.S. President Donald Trump’s summit with Chinese President Xi Jinping.As of 10:55 p.m. ET, Nasdaq 100 futures rose 0.2% while S&amp;P 500 futures gained 0.1%. Dow futures, meanwhile, reversed earlier gains and traded slightly lower.On Stocktwits, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> was ‘bullish’ amid ‘normal’ message volume, while sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> and&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> was ‘bullish’ amid ‘high’ message volume.<h2 class="st-heading-2">US Market Drivers</h2>Stocks were also weighed down by another sharp surge in oil prices after Trump criticized the ceasefire between the U.S. and Iran as “unbelievably weak” and “on massive life support” after rejecting an “unacceptable” counterproposal from Tehran. “I would call it the weakest, right now, after reading that piece of garbage they sent us — I didn’t even finish reading it,” Trump said.Here’s how the major U.S. indexes fared during Tuesday’s session:&nbsp;<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>0.11%</td><td>49,760.56</td></tr><tr><td>S&amp;P 500</td><td>-0.16%</td><td>7,400.96</td></tr><tr><td>Nasdaq Composite</td><td>-0.71%</td><td>26,088.20</td></tr></tbody></table></figure></div>Brent crude traded near $107 a barrel after rising almost 8% over the past three sessions, while West Texas Intermediate crude hovered near $102.Trump later attempted to calm markets during an interview with&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/FoxNews/status/2054261035519926582">Fox News</a>, saying that oil prices would decline once the war ends.&nbsp; "As soon as this war is over, which will not be long, you're going to see oil prices drop and you're going to see a stock market which is already at the highest point in history, go through the roof.”Markets are also monitoring Trump’s highly anticipated May 14-15 summit with Chinese President Xi Jinping in Beijing, where trade talks are expected to dominate despite the ongoing conflict in Iran. Trump said before departing Washington that trade would be the primary focus of the meeting and said the U.S. had Iran “very much under control.”The summit comes as China remains one of Iran’s largest oil buyers and as global markets continue to grapple with disruptions tied to the Strait of Hormuz blockade. Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-05-12/trump-faces-emboldened-xi-in-china-as-iran-war-clips-us-leverage">reported</a> that Trump is seeking business deals and a possible extension of the trade truce reached with China last fall, while Beijing enters negotiations with stronger leverage tied to its control over critical rare-earth supply chains.Trump called his relationship with Xi “fantastic” and said the two countries were “doing very well.”<h2 class="st-heading-2">Trending Stocks To Watch On NYSE, Nasdaq</h2>Nvidia (NVDA): The stock slipped nearly 1% in after-hours trading after Nvidia confirmed that CEO Jensen Huang joined Trump’s China delegation for trade talks with Xi Jinping after reports that he was initially not invited.Sellas Life Sciences&nbsp;(SLS): The stock jumped 16% in extended trading after the company said its late-stage Regal leukemia trial is now just&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sls-stock-pops-big-after-hours-on-imminent-leukemia-trial-data-readout-optimism/cZXXrpWRe0T">two patient events</a> away from triggering a topline data readout.Wendy’s&nbsp;(WEN): The stock logged its best day in nearly three months on Tuesday after reports said that activist investor Nelson Peltz’s Trian Fund Management is exploring&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wendy-s-stock-gains-premarket-what-s-driving-the-rally/cZXX4pWReLY">financing options</a> for a potential take-private deal.Work Medical Technology Group&nbsp;(WOK): The stock surged another 70% in after-hours trading after the company unveiled an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-wok-stock-skyrocketed-in-just-2-days/cZXLTxmRe05">AI-biotech partnership</a> and expanded its blockchain-based healthcare infrastructure and “BioToken” initiatives.Red Cat Holdings (RCAT): The stock slumped 10% after hours following the drone technology company's announcement of a $200 million underwritten public stock offering priced between $9.4 and $9.9 per share.Robinhood Ventures Fund I&nbsp;(RVI): The stock hit a record high on Tuesday amid Robinhood’s plans for Robinhood Ventures Fund II, which aims to expand retail investor access to private startups, including OpenAI and Stripe.<h2 class="st-heading-2">How Global Markets Are Performing Today</h2>The yield on the benchmark 10-year Treasury note remained near the key 4.5% level, while gold traded around $4,720 an ounce after inflation data boosted expectations for tighter monetary policy. Silver traded above $87 an ounce and remained one of the strongest-performing precious metals this month.The Kobeissi Letter&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2054221057167634685">said on X</a> that the “U.S. bond market crisis is intensifying,” noting that the 30-year Treasury yield moved above 5% while the benchmark 10-year yield approached the closely watched 4.5% level that previously triggered Trump’s “90-day tariff pause” earlier this year. They also warned that mortgage rates could climb back above 7% if long-term yields continue rising.Among the key catalysts for Wednesday are April’s producer price index report and speeches from Boston Fed President Susan Collins and Dallas Fed President Lorie Logan. Economists polled by Dow Jones expect headline PPI to rise 0.5% month over month, matching March’s pace, while core PPI is expected to increase 0.3%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump greets Chinese President Xi Jinping ahead of a bilateral meeting at Gimhae Air Base on October 30, 2025 in Busan, South Korea. (Photo by Andrew Harnik/Getty Images)

S&P 500, Nasdaq, Dow Futures Mixed As Markets Digest Trump’s Iran Ceasefire Remarks, Hot Inflation — Why NVDA, WOK, RCAT, SLS, RVI Are In Focus 

Trump attempted to calm investors, saying that oil prices would fall once the war in Iran ends, and added that the stock market would “go through the roof.”

<ul class="summary-bullets"><li>Markets were weighed down by a dip in technology megacap stocks.&nbsp;</li><li>The S&amp;P500 and the Nasdaq indices fell 0.2% and 0.7% respectively, while the Dow Jones rose 0.1%</li><li>Hot inflation numbers above the U.S. Fed target raised concerns.&nbsp;</li></ul>The S&amp;P 500 slipped from record highs on Tuesday along with the Nasdaq index as red-hot inflation data on the back of soaring fuel prices overshadowed general AI optimism and tech stock strength, while the Dow Jones index eked out minor gains.&nbsp;The tech-heavy Nasdaq was down 0.7%, the S&amp;P 500 was down 0.2%, while the Dow gained 56 points, or 0.1%.&nbsp;Bureau of Labor Statistics data released on Tuesday highlighted the conflict in Iran is fueling a resurgence in inflation, placing additional pressure on consumers who were already reeling under the pressure of rising living costs and poor wage growth.&nbsp;After adjusting for the rise in inflation, real wages saw a year-over-year decline in April, marking the first such contraction since 2023, according to data from Bureau of Labor Statistics.&nbsp;The U.S.-Iran war has had spill over effects across multiple sectors. The consumer price index for April rose 3.8% from a year ago, the most since 2023, data out Tuesday showed. The war pushed gas prices up by 50% since the war began, according to data from the American Automobile Association, and the latest Bureau of Labor Statistics report pointed to rising prices for airfares, housing, clothing and food.&nbsp;Megacap tech stocks dropped the most, pulling the Nasdaq down nearly 1%, on Tuesday. Advanced Micro Devices (AMD) and Qualcomm (QCOM) dropped 2% and 11%, respectively. In April, AMD had surged more than 74%, while Qualcomm gained more than 39%.The PHLX Semiconductor Sector Index (SOX) , which is a strong barometer for performance of chipmaker stocks, fell 3% today.&nbsp;&nbsp;&nbsp;“I think for equity investors, the main takeaway here is that higher energy prices are eroding consumers’ purchasing power,” wrote Neil Dutta of Renaissance Macro Research (RenMac) in a note accessed by Barron’s.&nbsp;<h2 class="st-heading-2">Trending Stocks To Watch&nbsp;</h2>Oklo (OKLO): Stock is trending as investors react to the NRC's approval of the Principal Design Criteria for its Aurora powerhouse, a major regulatory milestone that de-risks the path. The company is also scheduled to release its quarterly earnings after hours.&nbsp;Micron Technology (MU): The stock reversed gains to drop nearly 4% after its gains pushed the S&amp;P500 and Nasdaq to record highs on Monday as investors pulled out of some technology stocks given the recent rally.&nbsp;Wendy’s (WEN): The stock surged 17% on Tuesday amid reports that Nelson Peltz's Trian Fund Management is actively seeking financing to take the company private.&nbsp;&nbsp;Plug Power (PLUG): Plug stock soared to its seven-month high after it reported a 22% jump in Q1 revenue to $163.5 million, topping Wall Street expectations of $139.76 million.Nvidia (NVDA): The stock was the only major AI and megacap technology company to gain on Tuesday after several brokerages raised share price targets ahead of its first-quarter earnings next week.&nbsp;Other tickers trending on Stocktwits at the time of writing included SLS, MRAM, RCAT, WOK, RST and BABA.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Measure Between Bear and Bull - stock photo

SPY, QQQ, DIA Slip As Inflation Concerns Hinder AI Rally

U.S. consumer price index rose 3.8% from a year ago, the most since 2023, data out Tuesday showed, pulling stocks lower. 

U.S. consumer price index rose 3.8% from a year ago, the most since 2023, data out Tuesday showed.

<ul class="summary-bullets"><li>&nbsp;Warsh will face a separate Senate vote on Wednesday for the Fed Chair position.</li><li>Jerome Powell’s eight-year term ends on Friday, May 15.</li><li>Warsh is a lawyer, a financier, a crypto proponent, and a former Fed governor.</li></ul>The U.S. Senate on Tuesday confirmed Kevin Warsh to the Federal Reserve Board of Governors, clearing a major hurdle for the former central banker to potentially take the helm as the eight-year-long tenure of Jerome Powell comes to an end.&nbsp;The confirmation comes on the eve of an expected Wednesday vote to name Warsh as the next Chair of the Federal Reserve, succeeding Jerome Powell. Following the vote, Warsh will take over as the head of the most influential financial institution as the U.S. economy navigates a complex period of rising inflation and shifting labor market dynamics.Warsh, 56, previously served on the Fed board from 2006 to 2011, where he was a key advisor during the 2008 financial crisis. His return to the central bank marks a pivot toward a more market-oriented approach to monetary policy.<h2 class="st-heading-2">A Regime Change?</h2>Warsh’s appointment is seen by many analysts as a signal of a "regime change" in how the Fed communicates with Wall Street. Unlike several of his predecessors who climbed the ranks through academia, Warsh’s background is rooted in investment banking and practical market mechanics.A Warsh-led Fed is expected to prioritize deregulation and lower interest rates, something President Donald Trump has advocated during his previous and current tenure.&nbsp;Economists suggest his tenure may focus on strengthening the dollar and ensuring that the Federal Reserve’s balance sheet — which swelled during the pandemic — is more aggressively trimmed.“I take my responsibility to be an independent leader of the Federal Reserve very seriously, if confirmed by this body. I take the integrity of the office and my personal integrity very seriously,” he told senators in April.&nbsp;<h2 class="st-heading-2">Warsh Vs. Powell</h2>Based on his previous tenure, Warsh has historically been a critic of quantitative easing and been a hawkish governor, while Powell was credited with a "higher for longer" stance to combat the post-pandemic inflation surge.&nbsp;In terms of interest rates, Warsh recently called for a regime change and has been pushing for lower interest rates in support of Trump’s advocacy, but soaring inflation due to rising fuel costs amid the war in Iran has led investors to be skeptical about the possibility of a rate cut.&nbsp;The anticipated vote on Wednesday to confirm Warsh as Chair will be watched closely by global markets. If confirmed, he will take over at a time when the Federal Reserve is attempting to engineer a "soft landing" — bringing inflation down without triggering a recession.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/lunr-stock-gains-after-announcing-u-s-space-force-surveillance-contract/cZXXA4gRe0R">LUNR Stock Gains After Announcing US Space Force Surveillance Contract</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Kevin Warsh, U.S. President Donald Trump's nominee for Chair of the Federal Reserve, testifies during his confirmation hearing in the Dirksen Senate Office Building on April 21, 2026 in Washington, DC. (Photo by Andrew Harnik/Getty Images)

Trump’s Pick Kevin Warsh To Be Next Fed Head, Clears US Senate Hurdle

The Senate voted Tuesday to confirm Kevin Warsh to the Federal Reserve’s board of governors.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

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Investors are fueling a parabolic tech rally as AI adoption transforms industrial productivity despite record-high market valuations.

Markets are obsessively watching the high-stakes trade negotiations in Beijing for signals on tariffs and long-term economic relations.

Traders are increasingly concerned about hot inflation data and surging loan delinquencies threatening to destabilize the ongoing bull market.

Massive call buying and forced dealer hedging are driving violent market extensions, punishing short sellers in a potential gamma trap.

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