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Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

GRRR is trending due to a recently announced $1.4 billion contract to build AI data centers in Southeast Asia, sparking excitement about the company's growth potential. The community is actively discussing the potential impact of this deal, especially given GRRR's current market cap relative to the contract's value. This news positions Gorilla Technology as a key player in the expanding AI infrastructure sector.

BrokeCoin is a meme-meets-utility cryptocurrency project operating under the ethos of Transparency, Community, and Respect. Formally registered as an LLC in Wyoming, USA, BrokeCoin is building an expansive ecosystem that combines light-hearted spirit of meme culture with real-world crypto utilities—spanning gaming, staking, NFTs, web services, and an e-commerce platform. Brokecoin believes in developing useful and interesting meme-inspired utilities to both service the crypto industry, and generate value for holders.

Brokecoin

Brokecoin is trending as the community rallies around recent price dips, viewing them as opportunities to "load up" before the next breakout. Discussions highlight the coin's resilience over the past nine months, coupled with upcoming catalysts like a potential Bifinance listing and ongoing contests. The community emphasizes its strong commitment and active engagement, dismissing concerns and promoting confidence in the project's long-term growth within the Solana ecosystem.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan Green in 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyft's stock is trending amid discussions about its partnerships, particularly with Waymo and Baidu, which are viewed as catalysts for expansion in the autonomous vehicle market. The community is weighing the potential for a takeover and analyzing the company's valuation relative to competitors like Uber. Bullish sentiment is fueled by positive free cash flow and the company's moves in the European market.

TOSHI

TOSHI.X is trending as traders discuss its recent price surge and potential listings on major exchanges. The community is excited about the possibility of significant gains, with some highlighting its association with Coinbase and the Base network. Many are watching for a potential Binance listing and anticipating further upward movement.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending amid discussions around partnerships, including potential integrations with Tesla and robotaxi services, while some traders express frustration with the stock's price action. Community members are analyzing technical patterns and considering options strategies, particularly regarding a push towards all-time highs. News of a partnership with Dollar Tree is also circulating, contributing to discussions about Uber's expanding reach.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire Corp is experiencing significant volatility, with community members pointing to the lockup period expiration and broader market concerns as potential catalysts; volume is high, and the stock is seeing notable premarket movement. Some investors view the dip as a buying opportunity, while others express concern about the lack of clear news driving the price action; speculation includes potential dilution or insider activity.

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

Dog (Bitcoin)

Dog (Bitcoin) is trending due to a recent collaboration between C2 Blockchain and the Dog of Bitcoin Foundation, sparking community excitement. Discussions center on the project's unique position as a memecoin secured by Bitcoin and its potential for significant growth. The community also anticipates potential listings on major exchanges.

Vyome Holdings, Inc. engages in the development of immuno-inflammatory assets. It focuses on therapeutic solutions that target formulations for site-targeted applications. The company was founded on January 2, 2008 and is headquartered in San Clemente, CA.

Vyome Holdings Inc.

Vyome Holdings ($HIND) is trending due to positive preclinical data for its VT-1908 uveitis eye drop treatment, potentially opening a significant market and making it an attractive M&A target for major pharmaceutical companies. Community discussions revolve around pre-market gains, potential for a short squeeze, and trading strategies, while also expressing concerns about potential pump and dump scenarios. The stock is also being mentioned in the context of gappers and premarket movers.

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

IonQ Inc

IONQ is trending amid news of regulatory approval for its acquisition of Oxford Ionics and the launch of IonQ Federal, sparking optimism about the company's growth potential. Community members are actively discussing the company's positioning in the quantum computing landscape and potential catalysts such as upcoming presentations and government contracts. Bullish sentiment is fueled by analyst price target increases and comparisons to other high-growth tech stocks.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is trending as investors discuss its potential to catch up with the recent rallies of other Chinese tech stocks like BABA and BIDU, with some highlighting its attractive valuation and strong fundamentals. Community members are watching for a breakout above the \$34 resistance level, fueled by optimism around potential catalysts and large call option buying. There's also chatter around partnerships and expansion plans that could boost future growth.

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NVIDIA Corp

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Jensen Huang, CEO of Nvidia Corp. (NVDA), has reportedly expressed his disappointment after reports that China has directed domestic firms to avoid purchasing the company's AI chips.&nbsp;According to a CNBC<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/09/17/nvidia-ceo-disappointed-after-reports-china-has-banned-its-ai-chips.html"> report</a>, in a press briefing held in London, Huang also acknowledged the&nbsp;political complexities of the U.S.-China relationship.“We can only be in service of a market if the country wants us to be. We probably contributed more to the China market than most countries have. And I’m disappointed with what I see,” Huang said.&nbsp;Earlier, a&nbsp;Financial Times&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-draws-significant-investor-interest-after-this-development-in-china/chDGVuRRd6c">report</a> stated that the Cyberspace Administration of China (CAC) has instructed major firms, including Alibaba Group Holding (BABA) and ByteDance, to halt the testing and procurement of Nvidia’s RTX Pro 6000D, a chip specifically designed for the Chinese market.Get updates to this developing story directly on Stocktwits.

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

Nvidia CEO Reportedly Expresses Disappointment Over China’s AI Chips Ban 

According to a CNBC report, in a press briefing held in London, Huang also acknowledged the broader political complexities of the U.S.-China relationship.

Equity

According to a CNBC report, in a press briefing held in London, Huang also acknowledged the broader political complexities of the U.S.-China relationship.


Nvidia Corp. (NVDA) stock gained the spotlight on Wednesday after it was reported that Beijing has issued a sweeping prohibition on the purchase of Nvidia’s artificial intelligence chips by the country’s leading tech companies.According to a Financial Times&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/12adf92d-3e34-428a-8d61-c9169511915c">report</a>, the directive, delivered this week by the Cyberspace Administration of China (CAC), instructed major firms, including Alibaba Group Holding (BABA) and ByteDance, to halt testing and procurement of Nvidia’s RTX Pro 6000D, a chip specifically designed for the Chinese market.<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> traded over 1% lower in Wednesday’s premarket. A Stocktwits user opined that China will never win the AI war with a ban on Nvidia.&nbsp;<stembedurl>https://stocktwits.com/Krajisnik/message/628930492</stembedurl>The report noted that&nbsp;the latest move extends previous regulatory guidance that focused on another Nvidia product for China, the H20 chip. Officials now believe domestic AI processors have reached, or even surpassed, the performance levels of the restricted U.S. chips.Nvidia’s operations in China took a hit after the U.S. government restricted the export of its advanced chips to the country last year, citing national security concerns. In response, the company created a special version of its chip for China, called the H20, designed to meet the regulations. However, the new Trump administration later decided to block that version as well.Since then, the White House has eased the restrictions slightly and is now approving export licenses for Chinese firms on an individual basis.Nvidia’s stock has gained over 30% in 2025 and 51% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-connect-2025-kicks-off-stock-edges-down-premarket/chDGjTfRdCH">Meta Connect 2025 Kicks Off Today: Stock Edges Down Premarket</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Nvidia Corporation logo is seen displayed on a smartphone screen and the Chinese flag in the background. 

Nvidia Stock Draws Significant Investor Interest After This Development In China – Find Out More

According to a Financial Times report, the Cyberspace Administration of China has instructed major tech firms to halt testing and procurement of Nvidia’s RTX Pro 6000D, a chip specifically designed for the Chinese market.

Nvidia Corp. (NVDA) shares fell modestly in the early premarket session on Tuesday, signaling that the stock could clock back-to-back losses.&nbsp;A Reuters report, citing two people,&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/nvidias-new-rtx6000d-chip-china-finds-little-favour-with-major-firms-sources-say-2025-09-16/">stated</a> that the Jensens Huang-led company’s latest artificial intelligence (AI) chip, RTX6000D, built exclusively for the Chinese market, did not find many takers and saw only lukewarm demand from local tech companies.&nbsp;The RTX6000D designed mainly for AI inference tasks, was perceived to be expensive vis-a-vis its performance. Testing found that the chip’s performance lagged that of the RTX5090, which the U.S. government has banned for use in China. This is despite the RTX5090 being available through grey market channels at a price less than half that of the RTX6000D.The report stated that the RTX 6000D costs 50,000 yuan ($7,000).<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> slipped 0.29% to $177.55 in premarket trading. The Nvidia stock continued to elicit ‘bearish’ sentiment (41/100) from among the retail users of Stocktwits by early Tuesday, and the message volume also stayed at ‘low’ levels.<figure class="image"><img style="aspect-ratio:626/55;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_16_at_4_57_02_AM_png_2aa0b65b7a.webp" alt="Screenshot 2025-09-16 at 4.57.02 AM.png" width="626" height="55"><figcaption>NVDA sentiment and message volume as of 4:55 a.m. ET, Sept. 16 | source: Stocktwits</figcaption></figure>Nvidia’s China business has suffered due to the U.S. government’s decision last year to curb exports of the company’s high-performance chips to the Asian country, citing a security threat. After the chipmaker developed a China-specific chip — the H20 — that sidesteps the restrictions, the incoming Trump administration chose to ban the compliant chip.Since then, the White House has relaxed its restriction and has begun to give export licenses to Chinese companies on a case-by-case basis.On the earnings call, Nvidia CFO Colette Kress said the company’s current guidance did not include any H20 shipments to China. “If geopolitical issues subside, we should ship $2 billion to $5 billion in H20 revenue in Q3,” she said.Last week, Kress said at Goldman’s Communacopia Technology Conference that several of its key Chinese customers received licenses from the U.S. government, paving the way for the company to ship China-specific H20 AI chips to the country.On Monday, Nvidia's stock underperformed the broader market after China’s antitrust regulator announced it had begun a preliminary investigation into the company’s 2019 acquisition of Mellanox.The stock has gained 32.4% year-to-date (YTD).For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-rise-ahead-of-crucial-fed-meeting/chwyazwRdym">Nasdaq, S&amp;P 500 Futures Rise Ahead Of Crucial Fed Meeting — Economist Says 50bps Cut Still Possible If This Happens</a>

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

Nvidia Stock Slips Premarket: China-Focused AI Chip Reportedly Struggles To Win Big Buyers

Testing found that the chip’s performance lagged that of the RTX5090, which the U.S. government has banned for use in China.

ASML Holding NV (ASML) stock gained over 5% by mid-morning on Monday, and retail traders on Stocktwits expressed optimism about the company’s prospects, driven by increasing demand for artificial intelligence computing.On Friday, the company received a bullish upgrade from Arete, which upgraded the stock from ‘Neutral’ to ‘Buy’, as per TheFly. The firm also set a new price target of&nbsp;€879 ($1033), reflecting confidence in ASML’s growth trajectory amid rising global demand for advanced chipmaking tools.At the time of writing, the stock was trending at number seven on Stocktwits. Retail traders commended the company, with one bullish user saying nothing moves in the AI world without this company.&nbsp;<stembedurl>https://stocktwits.com/Jasper2017/message/628627055</stembedurl>Another user said there is generational wealth to be made with this stock&nbsp;<stembedurl>https://stocktwits.com/DocDee/message/628697045</stembedurl>Retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels. Arete’s upgrade attains importance as it&nbsp;marks the first time since 2018 that the firm has rated ASML a ‘Buy.’&nbsp;It expects ASML to benefit from substantial capital expenditure plans by customer, Taiwan Semiconductor Manufacturing Co. (TSM), whose spending could exceed $50 billion in both 2026 and 2027 due to surging demand for artificial intelligence infrastructure.&nbsp;According to a report by&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.wiwo.de/finanzen/boerse/asml-aktie-asml-haengt-sap-ab-und-ist-jetzt-das-wertvollste-unternehmen-europas/100154726.html">WirtschaftsWoche</a>,&nbsp;ASML has overtaken German software giant SAP SE (SAP) to become the most valuable publicly traded company in Europe.On September 9, the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asml-backs-openai-rival-mistral-to-whopping-14-b-valuation-amid-improving-retail-trader-confidence/chw0DesRdsQ">invested&nbsp;</a>€1.7 billion (about $1.8 billion) in the AI startup, Mistral AI. ASML stock has gained 24% year-to-date and 7% in the last 12 months.&nbsp;Exchange Rate: 1€=1.18USDAlso See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oklo-stock-hits-all-time-high/chww0jXRdUs">Oklo Stock Hits All-Time High: Retail Says ‘Unreal Strength’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

ASML Is Trending And Retail Investors Are Excited About It: ‘Generational Wealth To Be Made With This Stock’

Arete upgraded the stock from ‘Neutral’ to ‘Buy’, citing confidence in ASML’s growth trajectory amid rising global demand for advanced chipmaking tools.

Micron Technology Inc. (MU) has received price target hikes from two major firms, signaling growing confidence in the memory chipmaker ahead of its upcoming fourth-quarter (Q4) earnings report on September 23.&nbsp;Deutsche Bank increased its price forecast for Micron shares to $175 from $155, maintaining a ‘Buy’ rating, as per TheFly. The firm believes that the tight DRAM supply, partly due to high-bandwidth memory consuming a large portion of available capacity, will drive prices higher and support improved margins.&nbsp;The firm also pushed back on investor concerns about potential softness in high-bandwidth memory prices in 2026, calling them overstated. UBS lifted its target to $185 from $155, also reaffirming a ‘Buy’ rating.&nbsp;<a href="https://stocktwits.com/symbol/MU">Micron stock</a> inched 0.04% higher in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘high’ message volume levels.&nbsp;UBS cited its recent industry checks, which suggest that demand remains solid heading into the first quarter. Specifically, hyperscalers continue to show strong interest in DDR5 server memory. According to the firm, all major cloud providers in the U.S. are actively negotiating long-term agreements that extend into 2026, indicating a strong demand cycle for Micron’s products.For Q4, the company anticipates revenue of $10.7 billion ± $300 million and an adjusted earnings per share (EPS) of $2.50 ± $0.15, compared to an estimate of $11.08 billion and $2.85, respectively, according to Fiscal AI data.&nbsp;Micron Technology stock has gained over 86% year-to-date and over 80% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-probe-on-nvidia-here-is-how-retail-traders-reacted/chwwJtQRdU4">China’s Probe On Nvidia: Here’s How Retail Traders Reacted</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

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

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

Nvidia (NVDA) stock fell 1.5% in premarket trading on Monday in response to China’s allegations that the chip giant broke the country’s competition laws.The move captured the attention of retail traders on Stocktwits, prompting a slew of responses. A bullish user emphasized China’s slow economy status and that the country needs Nvidia than the other way around.&nbsp;<stembedurl>https://stocktwits.com/Marseea1/message/628656899</stembedurl>Other users said this is a good time to buy on the dip.&nbsp;<stembedurl>https://stocktwits.com/classhopper/message/628658872</stembedurl><stembedurl>https://stocktwits.com/Crakerjac/message/628658676</stembedurl>China’s State Administration for Market Regulation said Monday that a recent review found Nvidia had broken the country’s Anti-Monopoly Law. The probe centers on Nvidia’s $7 billion purchase of Mellanox Technologies in 2019, along with related agreements.The timing of the announcement appears strategic, as advanced semiconductor technology remains a central issue in U.S.-China trade talks. At the time of writing,&nbsp;high-level talks are underway between delegations from the U.S. and China in Madrid, Spain.According to analysts cited by a Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/boards-policy-regulation/china-says-preliminary-probe-shows-nvidia-violated-anti-monopoly-law-2025-09-15/">report</a>,&nbsp;the move by Chinese regulators may be a tactical response to the U.S. government’s decision to blacklist several Chinese firms last week.Before trade discussions started on Sunday, China began two&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-drops-over-2-in-premarket-what-s-denting-sentiment/chwwERURdxx">investigations</a> targeting U.S. chip companies. One investigation is looking into whether certain analog IC chips from the U.S. are being sold too cheaply, and the other is examining whether U.S. actions toward China’s chip industry are unfair.On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid’ low message volume levels. Nvidia stock has gained over 32% in 2025 and over 52% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-trims-2025-expense-outlook-after-altera-stake-sale-to-silver-lake/chwwe59RdUR">Intel Trims 2025 Expense Outlook After Altera Stake Sale To Silver Lake</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

BlackRock Institutional Trust Company N.A. - iShares Semiconductor ETF

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