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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is a major talking point as investors eagerly await its business update call, expecting Dr. PSS to reveal breakthroughs in Anktiva's global strategy and the BioShield platform, while simultaneously navigating intense community chatter around perceived short interest manipulation.

Indonesia Energy Corp. Ltd. operates as an oil and gas, exploration, and production company. It engages in oil and gas assets portfolio with a mix between medium-sized producing blocks and exploration blocks with significant resources. Its portfolio includes Kruh, Citarum, and Rangkas Area. The company was founded by James J. Huang and Wirawan Jusuf in 2014 and is headquartered in Jakarta, Indonesia.

Indonesia Energy Corp Ltd

Indonesia Energy Corp Ltd (INDO) is trending amidst intense community debate following a steep sell-off, with many questioning potential dilution and market manipulation as the stock paradoxically plummets despite surging crude oil prices and escalating Middle East tensions driving other small-cap energy plays higher.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

Crowdstrike is trending after delivering a double beat on earnings with solid guidance, reinforcing its position as a cybersecurity leader amidst increasing global cyber threats. The community is actively discussing whether AI is a tailwind or a threat to the sector, with many viewing recent dips as a buying opportunity given the crucial and growing demand for advanced security solutions.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin (WEEDCOIN CRYPTO) is seeing strong community interest and positive momentum, largely driven by enthusiasm for the approaching 4/20 cannabis culture event. Investors are discussing its potential as a "culture coin" on the Solana blockchain, citing its consistent development and unique position within the expanding cannabis ecosystem.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is surging amid a flurry of positive developments, including a significant settlement in its patent dispute with Arbutus Biopharma and Genevant, the FDA's reversal to review its seasonal flu vaccine, and a European recommendation for its COVID-19/flu combination shot, driving strong community optimism for its pipeline and a potential short squeeze.

GitLab, Inc. engages in the intelligent DevSecOps platform for software innovation. The firm enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

Gitlab is trending as investors react to its latest financial report, which, despite beating recent revenue and EPS figures, presented weaker-than-anticipated forward guidance, sparking a polarized discussion about its growth trajectory and high stock-based compensation amid broader software sector concerns and persistent buyout speculation.

Kraken Robotics, Inc. engages in the design, manufacture, and sale of software-centric sensors, subsea batteries, thrusters and underwater robotic systems. It operates through the following geographical segments: Asia Pacific, Europe, Middle East and Africa, North America, and Other. The company was founded on May 14, 2008, and is headquartered in Mt. Pearl, Canada.

Kraken Robotics Inc

Kraken Robotics is trending following its strategic acquisition of Covelya Group, a "company-maker" deal that significantly expands its subsea technology offerings and market reach as a global prime contractor. The community is discussing the long-term bullish implications of this vertical integration and significant battery orders, alongside short-term concerns regarding share dilution.

Rigel Pharmaceuticals, Inc. operates as a clinical stage biotechnology company. It discovers and develops novel, targeted drugs in the therapeutic areas of immunology, oncology and immune oncology. The firm focuses on intracellular signalling pathways and related targets that are critical to disease mechanisms. The company's products include Tavalisse, Fostamatinib and R835. Rigel Pharmaceuticals was founded by Donald G. Payan, James M. Gower, Thomas A. Raffin, Garry P. Nolan and Ronald B. Garren on June 14, 1996 and is headquartered in South San Francisco, CA.

Rigel Pharmaceuticals

Rigel Pharmaceuticals is trending due to preliminary Q4 financial results surpassing expectations, confirming profitability and strong product sales growth. This, alongside promising clinical data for its pipeline assets and an active biotech M&A landscape, fuels widespread community speculation about the company's significant undervaluation and potential for a strategic acquisition, despite persistent short interest.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer is trending as investors weigh its recent earnings beat and a new cancer drug approval against a subdued 2026 outlook. Community discussions are heavily focused on concerns about the efficacy and tolerability of its acquired obesity pipeline, particularly when compared to existing market leaders.

Ross Stores, Inc. engages in the operation of off-price retail apparel and home accessories stores. Its products include branded and designer apparel, accessories, footwear, and home fashions through the Dress for Less and dd's DISCOUNTS brands. The company was founded by Stuart G. Moldaw in 1957 and is headquartered in Dublin, CA.

Ross Stores, Inc.

Ross Stores is trending after reporting a significant Q4 earnings beat and robust Q1 sales outlook, fueled by strong customer response and operational improvements, though community conversation remains divided on whether the future guidance justifies its current valuation amidst a value-seeking consumer environment.

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<ul class="summary-bullets"><li>This cap would include shipments of Advanced Micro Devices Inc.’s (AMD) MI325 chips, which are touted to have similar capabilities, as per the report.</li><li>The majority of current applications are from a small number of Chinese tech giants, the report stated.&nbsp;</li><li>As per the report, the 75,000 limit represents less than half of what Chinese firms like Alibaba Group Holding Ltd. and ByteDance Ltd. had privately expressed to Nvidia that they’d like to purchase.</li></ul>The United States is reportedly considering placing upper limits on the number of chips that Nvidia Corp. can sell per Chinese company.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-02/us-mulls-capping-nvidia-h200-sales-at-75-000-per-chinese-customer?srnd=homepage-americas">report</a> from Bloomberg, citing people familiar with the matter, the Trump administration is speaking about implementing a limit of 75,000 Nvidia’s H200 chips per Chinese customer.This cap would include shipments of Advanced Micro Devices Inc.’s (AMD) MI325 chips, which are touted to have similar capabilities, as per the report.<a href="https://stocktwits.com/symbol/NVDA">Shares of Nvidia</a> (NVDA) slipped about 0.13% in after-market hours at the time of writing.<h2 class="st-heading-2">Chinese Shipments</h2>Despite the limitations, total shipments to China is still likely to be as high as a million units, as per the report. The people quoted in the report cited an upper range that President Donald Trump’s team had set out earlier in the regulatory process.The majority of current applications are from a small number of Chinese tech giants, the report stated. Under the per-customer caps, these companies could collectively receive hundreds of thousands of Nvidia H200 chips at most, Bloomberg noted.As per the report, the 75,000 limit represents less than half of what Chinese firms like Alibaba Group Holding Ltd. and ByteDance Ltd. had privately expressed to Nvidia that they’d like to purchase.Meanwhile, a Reuters <a href="https://stocktwits.com/news-articles/markets/equity/china-reportedly-asks-domestic-companies-to-pause-on-nvidia-h200-chip-orders/cmxz4PDR421">report</a> from last week said that none of Nvidia’s H200 chips had been shipped to any Chinese customers yet. U.S. Commerce Assistant Secretary for Export Enforcement David Peters had reportedly confirmed at a congressional hearing that as per his knowledge, none of the chips had been sold to China.President Trump had formally permitted the sale of the company’s second-most advanced AI chips to China under certain conditions. However, Nvidia’s most advanced Blackwell chips are still banned from export to the Asian country.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around NVDA shares was in the ‘extremely bullish’ territory amid ‘extremely high’ message volumes at the time of writing.NVDA stock has gained more than 59% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Nvidia H200 Sales May Be Capped Per Chinese Customer: Report

According to a report from Bloomberg, citing people familiar with the matter, the Trump administration is speaking about implementing a limit of 75,000 Nvidia’s H200 chips per Chinese customer.

Equity

<ul class="summary-bullets"><li>Moore said that skepticism about how long Nvidia can sustain its rapid expansion has weighed on the shares.&nbsp;</li><li>He believes those doubts may soon shift into optimism focused on the company’s longer-term earnings trajectory.</li><li>The analyst said that Nvidia’s valuation now presents an attractive opportunity.</li></ul>Morgan Stanley has once again named Nvidia as its leading semiconductor pick, signaling renewed confidence in the chipmaker after months of muted share performance despite continued operational gains.Analyst Joseph Moore reinstated Nvidia Corp. (NVDA) as the firm’s top choice in the sector, replacing Micron Technology Inc. (MU), according to TheFly.&nbsp;<h2 class="st-heading-2">Why Morgan Stanley Is Bullish On Nvidia</h2>The move comes after two quarters in which Nvidia’s stock price largely stalled even as its underlying business showed further improvement. Moore said that skepticism about how long Nvidia can sustain its rapid expansion has weighed on the shares.&nbsp;However, he believes those doubts may soon shift into optimism focused on the company’s longer-term earnings trajectory, particularly expectations tied to fiscal 2027. Nvidia gave a strong forecast for its first-quarter (Q1) fiscal 2027, predicting revenue of about $78 billion, with a possible 2% variation, compared with analysts’ average estimate of $71.64 billion, according to Fiscal AI data.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> traded over 1% lower in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_02_062725_png_62114ee559.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 06:15 a.m. ET on Mar. 2, 2026 | Source: Stocktwits" width="934" height="107"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 06:15 a.m. ET on Mar. 2, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Morgan Stanley: Valuations Seem Attractive</h2>The analyst said that Nvidia’s valuation now presents an attractive opportunity. Shares currently trade at roughly 18 times projected 2027 earnings, a multiple Morgan Stanley views as compelling given the company’s dominant position in artificial intelligence chips and data center hardware.The firm maintained its ‘Overweight’ rating on Nvidia and reiterated a $260 price target. The firm sees the current trading level as a "surprisingly good entry point" for investors seeking exposure to AI-driven semiconductor growth.While discussing Nvidia’s earnings last week,&nbsp;Dan Ives, managing director at Wedbush Securities, said the company remains far ahead of its competitors in technology and the strength of its overall ecosystem. According to him, rivals trail by about three to four years, giving Nvidia a clear advantage as businesses and governments increase investment in AI-powered data centers.NVDA stock has gained over 55% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-israel-iran-war-iaea-chief-warns-of-evacuating-areas-larger-than-major-cities-nuclear-risks/cZd3dbzRIcu">US-Israel-Iran War: IAEA Chief Warns Of Evacuating Areas ‘Larger Than Major Cities’ As Nuclear Risks Loom</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nvidia logo appears on a mobile phone, and a stock market graph is on a laptop screen in the background. (Photo by Firdous Nazir/NurPhoto via Getty Images)

Morgan Stanley Reinstates Nvidia As Top Chip Pick, Sees ‘Surprisingly Good Entry Point’

Analyst Joseph Moore reinstated Nvidia as the firm’s top choice in the sector, replacing Micron Technology.

 ETFs to Buy as NVIDIA Shares Gain Following Q4 Earnings Beat 

NVDA jumps after crushing Q4 earnings and strong guidance, lifting ETF plays like SMH tied to the AI chip leader. 

<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>The CNode-X solution will integrate Super Micro’s GPU and storage servers with VAST’s InsightEngine and DataBase operating systems.</li><li>The companies unveiled the solution at the VAST Forward conference in Salt Lake City, held from Feb. 24–26.</li><li>The announcement comes ahead of Nvidia’s Q4 earnings, expected after-market hours on Wednesday.</li></ul>Shares of Super Micro Computer Inc. (SMCI) rose more than 8% on Wednesday after the company announced the launch of a new enterprise artificial intelligence data platform in collaboration with New York-based VAST Data.The CNode-X solution will integrate Super Micro’s GPU and storage servers with VAST’s InsightEngine and DataBase operating systems, and leverage Nvidia’s open models, microservices, and libraries to form an AI infrastructure stack that will help enterprises to deploy a fully-integrated AI solution."Together, we enable organizations to accelerate AI factory deployment, whether scaling large AI initiatives or deploying enterprise applications like generative AI and video analytics," said Charles Liang, president and CEO of Super Micro Computers.The announcement comes ahead of Nvidia’s fourth-quarter (Q4) earnings, expected after-market hours on Wednesday.<h2 class="st-heading-2">AI Platform Upgrade</h2>The new CNode-X follows Nvidia’s AI Data Platform reference architecture, which incorporates GPU acceleration to increase data vectorization, vector database searching, and inference workloads.The company said that the new AI data platform combines validated hardware, including the CloudDC AS-1116CS-TN and SYS-212GB-FNR with NVIDIA Blackwell GPUs, with VAST’s AI operating system and Nvidia’s libraries to deliver ready-to-run AI workflows.This would serve as a storage foundation for large AI deployments, support liquid-cooled GPU systems, enable rapid rack-level deployment and installation, and provide centralized management through the SuperCloud Suite.The companies unveiled the solution at the VAST Forward conference in Salt Lake City, held from Feb. 24–26, as per the statement.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SMCI">SMCI shares</a> remained in the ‘bullish’ territory over the past 24 hours amid ‘low’ message volumes.One bullish user touted the Nvidia collaboration as ‘good news.’<stembedurl>https://stocktwits.com/th66/message/645878004</stembedurl>&nbsp;Another user predicted that SMCI shares would surge over $40 if Nvidia posted strong results.<stembedurl>https://stocktwits.com/karuma87/message/645861579</stembedurl>&nbsp;SMCI shares have declined more than 26% 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>

In this photo illustration, the Super Micro Computer, Inc. logo is seen displayed on a smartphone screen. 

SMCI Stock Surges On Launch Of Nvidia-Powered Enterprise AI Data Platform 

Super Micro Computer on Wednesday announced the launch of a new enterprise AI data platform in collaboration with VAST Data that will leverage Nvidia’s open models, microservices, and libraries.

<ul class="summary-bullets"><li>Nvidia’s earnings come amid heightened scrutiny over whether AI-driven investment can maintain its breakneck pace.</li><li>Investors are expected to dissect details about Blackwell shipments and forward-looking commentary on Vera Rubin.</li><li>The stock saw a 25% increase in retail messages on Stocktwits over the last 24 hours.&nbsp;</li></ul>Nvidia Corp. (NVDA) is set to release its fourth-quarter results on Wednesday, with investors watching closely for signals about the durability of the artificial intelligence spending boom that has powered the chipmaker’s meteoric rise.Analysts expect Nvidia to report a 68% YoY rise in fourth-quarter (Q4) revenue to $66.12 billion, and an 80% YoY increase in earnings per share to $1.53, according to Fiscal AI data.<h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2><a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> inched 0.6% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock flipped to ‘neutral’ from ‘bearish’ territory the previous day, and message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_25_074332_png_cb09bbcf57.webp" alt="Screenshot 2026-02-25 074332.png">The stock saw a 25% increase in retail messages over the last 24 hours.&nbsp;True to the sentiment meter, Stocktwits users were divided in their opinion about the AI bellwether’s earnings. One user said the ‘pressure is worse this time.’<stembedurl>https://stocktwits.com/tommy_john/message/645816590</stembedurl>Another user echoed the sentiment, asking retail longs to lower their expectations.&nbsp;<stembedurl>https://stocktwits.com/_Stonkytonk_/message/645817063</stembedurl>However, a bullish user suggested the stock could reach $205 after earnings.&nbsp;<stembedurl>https://stocktwits.com/MikeTB/message/645817383</stembedurl><h2 class="st-heading-2">AI Spending Surge Fuels Expectations</h2>The earnings update comes amid heightened scrutiny over whether AI-driven investment can maintain its breakneck pace, as market participants look to Nvidia’s numbers and guidance for clues about what comes next.Investors are expected to dissect details about Blackwell shipments and forward-looking commentary on Nvidia’s next platform, Vera Rubin. Major cloud providers, including Amazon, Microsoft, and Alphabet, rank among the top purchasers of Nvidia’s chips.On Monday,&nbsp;DA Davidson and JPMorgan gave bullish recommendations, citing that while Nvidia’s peers’ stock prices already factor in a multi-year AI expansion, the chip giant’s current valuation primarily anticipates peak AI demand in 2026, presenting a potential opportunity for investors.NVDA stock has gained over 52% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crowd-strike-selloff-overdone-anthropic--security-tool-debut-jp-morgan/cZRyPmfRIGT">CrowdStrike Selloff ‘Overdone’ After Anthropic’s Security Tool Debut, Says JPMorgan</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An illustrative stock graph displayed on a screen and Nvidia logo displayed on a phone screen. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Nvidia Q4 Earnings Today – Retail Says 'Pressure Is Worse This Time’ 

Analysts expect Nvidia to report a 68% YoY rise in Q4 revenue to $66.12 billion, and an 80% YoY increase in earnings per share to $1.53, according to Fiscal AI data. 

<ul class="summary-bullets"><li>CEO Christophe Fouquet said AI’s influence became unmistakable in 2025, prompting chipmakers to ramp up orders.</li><li>ASML reported 2025 revenue of €32.7 billion, marking a 15.6% year over year growth.</li><li>ASML’s&nbsp;extreme ultraviolet lithography (EUV) systems portfolio remained central to the surge in demand from logic and DRAM customers.</li></ul>ASML Holding NV closed 2025 with increased momentum, as the rapid expansion of artificial intelligence reshaped demand across the semiconductor industry and lifted the Dutch chip-equipment giant’s results.The company’s annual report detailed how AI-driven investments broadened beyond an initial niche customer base, fueling capacity expansion across logic and memory manufacturers worldwide.&nbsp;<h2 class="st-heading-2">AI Boom Expands Customer Demand</h2>Chief Executive Officer Christophe Fouquet said AI’s influence became unmistakable during the year, prompting chipmakers to ramp up orders for advanced lithography systems.&nbsp;<blockquote>“At the end of the year, we saw that new and significant demand for AI was starting to fuel capacity build-up across our broad customer base – a powerful trend that we believe will continue in 2026 and beyond.”-Christophe Fouquet, President, CEO and Chair of the Board, ASML</blockquote>ASML had reported 2025 revenue of €32.7 billion, marking a 15.6% year-on-year (YoY) growth. Gross margin reached 52.8%, an improvement of 1500. The company returned €8.5 billion to shareholders and ended the year with a backlog of €38.8 billion, despite geopolitical and market volatility.ASML stock traded over 1% higher in premarket on Wednesday. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_25_060141_png_aa4ab56daf.webp" alt="ASML’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Feb. 25, 2026 | Source: Stocktwits" width="929" height="100"><figcaption>ASML’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Feb. 25, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">EUV Systems Power Chipmaking Demand</h2>ASML’s&nbsp;extreme ultraviolet lithography (EUV) systems portfolio remained central to the demand surge, particularly the TWINSCAN NXE:3800E, which gained traction among leading logic and DRAM customers seeking higher throughput and lower cost per chip layer.The company also advanced its High-NA EUV program, shipping the first fully specified TWINSCAN EXE:5200B to a customer after nearly a decade of development. Customers processed more than 400,000 wafers on High-NA systems during the year as ASML advanced the technology toward volume manufacturing.In 2025, ASML invested €1.3 billion in French startup Mistral AI, securing a roughly 11% fully diluted stake to integrate advanced AI models into its product development and operations.&nbsp;ASML stock has gained over 105% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-first-solar-stock-falling-premarket-today/cZRUCWhR46V">Why Is First Solar Stock Falling Premarket Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The ASML Holding logo is displayed on a mobile phone with a visual digital background. (Photo Illustration by Jonathan Raa/NurPhoto via Getty Images)

ASML Gains Over 100% In A Year As AI Spending Fuels Record Backlog And Investment

The company’s annual report projected in detail how AI-driven investments broadened beyond an initial niche customer base, fueling capacity expansion across logic and memory manufacturers.

<ul class="summary-bullets"><li>The NYSE insider reportedly said that it would be even more vital to consider the earnings’ impact on the S&amp;P 500 due to Nvidia’s 7% stake in the broader market.</li><li>Woods said the focus is because of how recent tech stock earnings results impacted the broader market, citing a decline in both Meta’s and Palantir’s shares despite the companies reporting strong results.</li><li>Apart from Nvidia, results from Salesforce and Snowflake, also due on Wednesday, are also likely to impact markets, Woods said.</li></ul>Nvidia Corp.’s (NVDA) fourth-quarter (Q4) earnings results will test important levels in the stock market this week, Jay Woods, chief market strategist at Freedom Capital Markets, reportedly said.According to a CNBC <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/23/nyse-insider-jay-woods-is-watching-this-key-level-in-nvidia-as-a-tell-for-the-sp-500.html">report</a>, Woods said that he is keeping an eye on Nvidia stock to note whether it will move steadily higher after its results, due on Wednesday.The NYSE insider reportedly said that it would be even more vital to consider the earnings' impact on the S&amp;P 500 due to Nvidia’s 7% stake in the broader market.The S&amp;P 500 has been testing the 7,000 levels recently, and that is putting a focus on the index’s 100-day moving average at 6,822, he told CNBC.<h2 class="st-heading-2">The Rationale</h2>Woods said the focus is because of how recent tech stock earnings results impacted the broader market, citing a decline in both Meta’s and Palantir’s shares despite the companies reporting strong results.“Watch how [Nvidia] closes on Thursday. ... We want to see it open strong, stay strong. If not, if it pulls back, watch the 200-day moving average, this $173 area in Nvidia,” Woods told CNBC.“If it breaks it, that would be a tell for this entire market. We could get a big flush out to 6,600 in the S&amp;P 500 and Nvidia could go back to $150 over the next several months. So, very critical to watch the price action in Nvidia,” he added.Apart from Nvidia, results from Salesforce Inc. (CRM), and Snowflake Inc. (SNOW), also due on Wednesday, are also likely to impact markets, Woods said.<h2 class="st-heading-2">Earnings Expectations</h2>For the upcoming quarter, Wall Street analysts expect Nvidia to post a 68% increase in revenues, of $66.12 billion, according to data from Fiscal.ai. Meanwhile, the street expects an earnings per share (EPS) of $1.53 for the quarter, up from $0.89 posted in the same period last year. Other market experts are also anticipating a strong quarter from the company.Meanwhile, <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> climbed 0.05% in after-market hours at the time of writing. The company’s stock has surged about 47% in the past year.Simultaneously, U.S. equities climbed in Monday’s post-market hours. The <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was up by 0.04% at the time of writing, the <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) climbed 0.09%, and the <a href="https://stocktwits.com/symbol/DIa">SPDR Dow Jones Industrial Average ETF Trust </a>(DIA) was 0.04% higher.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-teams-up-with-top-firms-to-bring-ai-driven-push-to-ot-cybersecurity/cZRtwiMR4yn">Nvidia Teams Up With Top Firms To Bring AI-Driven Push To OT Cybersecurity</a>

Nvidia To Test S&P 500 Strength, NYSE Insider Reportedly Says

According to a report from CNBC, Jay Woods, chief market strategist at Freedom Capital Markets, said that he is keeping an eye on Nvidia stock to note whether it will move steadily higher after its Q4 results.

<ul class="summary-bullets"><li>The firm assigned a $250 price target and suggested the upcoming report might not carry the market-moving weight it once did.</li><li>The firm suggested that investors diversify their attention across multiple AI-focused firms.</li><li>JPMorgan has reaffirmed its “Overweight” rating for Nvidia, projecting that the company will exceed expectations when it reports results.</li></ul>Nvidia Corp. (NVDA) received bullish recommendations from DA Davidson and JPMorgan ahead of its fourth-quarter (Q4) earnings, scheduled on Wednesday.&nbsp;DA Davidson has assigned a $250 price target and suggested the upcoming report might not carry the market-moving weight it once did, as investors have diversified their attention across multiple AI-focused firms, according to TheFly.According to the firm, companies such as Alphabet (GOOG, GOOGL), Broadcom (AVGO), memory chip makers, and optical technology firms are increasingly capturing investor attention, reflecting broader optimism about AI developments.&nbsp;The firm noted that while these peers’ stock prices already factor in a multi-year AI expansion, Nvidia’s current valuation primarily anticipates peak AI demand in 2026, presenting a potential opportunity for investors.Analysts expect Nvidia to report Q4 revenue of $66.12 billion, a 68% year-on-year (YoY) increase, and earnings per share (EPS) of $1.53, a 80% YoY increase, according to Fiscal AI data.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> inched 0.6% higher on Monday mid-morning. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_23_115709_png_25cc5684f8.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 11:45 a.m. ET on Feb. 23, 2026 | Source: Stocktwits" width="925" height="102"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 11:45 a.m. ET on Feb. 23, 2026 | Source: Stocktwits</figcaption></figure>According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/23/monday-wall-street-analysts-calls-like-nvidia.html">report</a>, JPMorgan has reaffirmed its “Overweight” rating for Nvidia, projecting that the company will exceed expectations when it reports results. The firm highlighted that despite the positive developments since the previous quarter, Nvidia’s stock has shown limited movement, reflecting heightened market expectations entering the Q4 reporting period.<h2 class="st-heading-2">Citrini’s Outlook To 2028</h2>Citrini Research, a firm specializing in thematic equity strategies, has issued a cautionary&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.citriniresearch.com/p/2028gic">report</a> on the rapid expansion of artificial intelligence (AI) in the economy. The research suggests that while AI continues to drive corporate spending and market enthusiasm, its long-term effects may ultimately harm both investors and the average American worker.Unlike typical bearish AI analyses that focus on infrastructure challenges, Citrini envisions a future where AI advances relentlessly but undermines economic stability by displacing white-collar jobs and reducing consumer spending power.However, acceleration in AI, as noted in the research, could benefit Nvidia, as it is one of the biggest enablers of AI infrastructure.&nbsp;NVDA stock has gained over 46% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gossamer-bio-stock-plummeted-today-what-is-behind-the-crash/cZRtwTVR4ym">Gossamer Bio Stock Plummeted 82% Today — What’s Behind The Crash?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nvidia logo appears on a smartphone. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Nvidia Gets Backing From DA Davidson, JPMorgan Ahead Of Q4 Earnings And AI Growth Surge

DA Davidson said Nvidia’s current valuation primarily anticipates peak AI demand in 2026, presenting a potential opportunity for investors.

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