SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

The Rage Guy meme coin is trending as the community rallies around a return to OG meme culture and strong community values. Active community engagement, Telegram raids, and an ongoing art contest are fueling excitement. Discussions center around building a strong base and the potential for a moonshot.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining ($CIFR) is trending following news of a $5.5 billion deal with Amazon Web Services (AWS) to provide AI infrastructure, alongside a mixed earnings report. The community is discussing the significance of the AWS partnership and the company's pivot towards AI, while some express concerns about short sellers and potential market manipulation. Overall sentiment seems bullish, with some traders setting new price targets, emphasizing the increasing demand for AI data centers.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending due to a recently announced multi-year GPU cloud services contract with Microsoft valued at nearly $9.7 billion, sparking community excitement. The deal includes access to NVIDIA GB300 GPUs and a significant prepayment, solidifying IREN's position in the AI infrastructure space. Bullish investors anticipate further upside, while some debate the deal's value and the company's future earnings potential ahead of its upcoming earnings report.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UNH is trending downwards, sparking concerns and frustration among investors following recent earnings despite positive analyst ratings. Community discussions revolve around potential market manipulation, government shutdown impacts, and speculation about the stock's future direction. Some traders are taking losses, while long-term investors are holding, hoping for a rebound.

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

Tesla Inc

Tesla is trending as investors react to news of a potential flying car and anticipate Thursday's shareholder meeting, where Elon Musk's compensation package will be voted on. Community chatter is focused on the potential for a significant price surge, with some drawing comparisons to Nvidia's recent AI-driven growth and others cautioning against the stock's high valuation and dependence on Musk.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TGTX is trending as investors discuss recent earnings and future growth prospects, especially the potential of Briumvi and the upcoming subq formulation. The community is split between those pushing for a buyout and those who believe in the company's long-term potential as an independent entity. Discussions also revolve around share buybacks and the impact of market dynamics on the stock's performance.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: Cybersecurity, Internet of Things (IoT), and Licensing and Other. The Cybersecurity segment includes the brand Cylance, BlackBerry Spark, AtHoc, and SecuSUITE. The IoT segment focuses on software licenses, support, maintenance, and professional services. The Licensing and Other segment involves the intellectual property licensing arrangements and settlement awards. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors discuss the potential of its QNX operating system in automotive and IoT, particularly its integration with NVIDIA and other major tech partners. The community is focused on BlackBerry's partnerships and potential revenue growth, with some suggesting the stock is undervalued. Talk surrounds upcoming earnings and the anticipation of QNX adoption numbers.

Mannatech, Inc. engages in the development of nutritional supplements, topical and skin care products and weight-management products that target optimal health and wellness. Its product category includes integrative health, targeted health, wealth and fitness, skin care, essentials, and home. The company was founded by Marlin Ray Robbins and Samuel L. Caster in November 1993 and is headquartered in Flower Mound, TX.

Mannatech Inc

MTEX is trending due to discussions around its low float and potential for a significant rally, with traders actively monitoring key breakout levels. The community is debating whether the stock will break resistance and experience a large upward move, or if it's a pump and dump scheme. Many are drawing comparisons to other low-float stocks that have recently seen parabolic runs.

Kenvue, Inc. is a consumer health company, which engages in manufacturing and selling healthcare products which includes cosmetics, drugs, and medical devices. Its brands include Aveeno, BAND-AID Brand, Johnson’s, Listerine, Neutrogena, and Tylenol. It operates through the following segments: Self Care, Skin Health and Beauty, and Essential Health. The Self Care segment includes cough, cold and allergy, pain care, digestive health, and smoking cessation. The Skin Health and Beauty segment offers face and body care, and others. The Essential Health segment focuses on oral care, baby care, women's health, and wound care. The company was founded on February 23, 2022 and is headquartered in Summit, NJ.

Kenvue Inc

Kenvue ($KVUE) is trending amid discussions about its acquisition by Kimberly-Clark ($KMB) in a deal involving cash and stock, with some arguing about its valuation and potential regulatory risks. The community is actively debating the deal's terms, potential upside, and the impact of lawsuits concerning Tylenol and its alleged link to autism. Some traders express frustration over option premiums, while others speculate on further developments and potential competing bids.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladoc is trending as investors react to preliminary earnings and the announcement of the CFO's departure, sparking speculation about a potential turnaround. The community is buzzing about the company's undervaluation, potential for AI integration, and the possibility of a short squeeze, with some eyeing price targets and buyout scenarios. Despite mixed sentiment and profit taking, bullish investors believe the stock is poised for a rally, citing strong cash flow and a potential return to growth.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

<ul class="summary-bullets"><li>OpenAI will immediately start utilizing AWS compute as part of this partnership, with all capacity targeted for deployment by the end of 2026, and the ability to expand further into 2027 and beyond.</li><li>The companies stated that this agreement would enable them to expand to tens of millions of CPUs, allowing for rapid scaling of agentic workloads.</li><li>Last week, Amazon raised its 2025 capital expenditure estimate to $125 billion, up from the prior expectation of $118 billion, as it scales up its AI investment.</li></ul>Amazon Web Services (AWS) and OpenAI announced on Monday a multi-year, strategic partnership that provides AWS’s infrastructure to run and scale the ChatGPT maker’s core artificial intelligence (AI) workloads, effective immediately.&nbsp;The companies said that under the $38 billion agreement, which is expected to continue growing over the next seven years, OpenAI is accessing AWS compute, comprising hundreds of thousands of state-of-the-art Nvidia (NVDA) Graphic Processing Units (GPUs).This would help with the ability to expand to tens of millions of CPUs to rapidly scale agentic workloads. “Clustering the NVIDIA GPUs—both GB200s and GB300s—via Amazon EC2 UltraServers on the same network enables low-latency performance across interconnected systems, allowing OpenAI to efficiently run workloads with optimal performance,” Amazon said.Retail sentiment on Amazon remained unchanged in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels, according to data from Stocktwits. Shares of the company were up nearly 5% in early trading.<h2 class="st-heading-2">AI Scaling And Partnerships</h2>Amazon.com (AMZN) said that the swift scaling of AI technology has now created “unprecedented demand” for computing power. The company stated that as frontier model providers seek to elevate their models to new heights of intelligence, they are increasingly turning to AWS.According to the companies, OpenAI will immediately start utilizing AWS compute as part of this partnership, with all capacity targeted for deployment by the end of 2026, and the ability to expand further into 2027 and beyond.Amazon said that the clusters are designed to support various workloads, from serving inference for ChatGPT to training next-generation models, with the flexibility to adapt to OpenAI's evolving needs.Last week, Amazon raised its 2025 capital expenditure estimate to $125 billion, up from the prior expectation of $118 billion, as it scales up its AI investment.<h2 class="st-heading-2">Executive Take On The Partnership</h2>AWS CEO Matt Garman said that as OpenAI continues to push its boundaries, AWS’ infrastructure will serve as a “backbone for their AI ambitions.”“Scaling frontier AI requires massive, reliable compute," said OpenAI co-founder and CEO Sam Altman. “Our partnership with AWS strengthens the broad compute ecosystem that will power this next era and bring advanced AI to everyone,” he added.<a href="https://stocktwits.com/symbol/AMZN">Shares of Amazon</a> have gained over 17% this year and have jumped nearly 32% in the last 12 months.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/mongo-db-names-cloudflare-s-chirantan-desai-as-new-ceo-stock-jumps-9/cL2N4YOR3zm">MongoDB Names Cloudflare’s Chirantan Desai As New CEO, Stock Jumps 9%</a>

OpenAI CEO Sam Altman with a smartphone displaying OpenAI logo. The ChatGPT operator is expected to announce a slew of product updates at its developer conference, DevDay 2025, on Monday. (Photo by Didem Mente/Anadolu via Getty Images)

OpenAI Partners With AWS In $38B Cloud Pact To Scale AI Workloads Using Nvidia GPUs

The companies stated that this agreement would enable them to expand to tens of millions of CPUs, allowing for rapid scaling of agentic workloads.

Equity

The companies stated that this agreement would enable them to expand to tens of millions of CPUs, allowing for rapid scaling of agentic workloads.


<ul class="summary-bullets"><li>The new price target represents a 73% upside to Nvidia’s closing price as of Friday.</li><li>Analyst Ananda Baruah said the firm expects Nvidia’s shipments of graphics processing units (GPUs) to nearly double over the next 12 to 15 months.</li><li>Nvidia has $500 billion in Blackwell and Rubin revenue backlog through 2026.</li></ul>NVIDIA Corp. (NVDA) could be on the verge of another growth phase as Loop Capital raised its price target on the chipmaker to $350 from $250, maintaining a ‘Buy’ rating. The new price target represents a 73% upside to Nvidia’s closing price as of Friday, according to TheFly.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> traded over 1% higher 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 style="aspect-ratio:935/99;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_03_081348_png_b83456272d.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 07:45 a.m. ET on Nov. 3, 2025 | Source: Stocktwits" width="935" height="99"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 07:45 a.m. ET on Nov. 3, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Loop Capital Sees AI-Fueled Upside For Nvidia</h2>Analyst Ananda Baruah&nbsp;of Loop Capital&nbsp;said the firm expects Nvidia’s shipments of graphics processing units (GPUs) to nearly double over the next 12 to 15 months, supported by rising demand for AI hardware and higher selling prices.According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/03/nvidia-will-soar-nearly-75percent-says-loop-capital.html">report</a>, Baruah projects that Nvidia will ship about 2.1 million GPUs by early 2026 as part of what he calls the “next Golden Wave” of Gen AI adoption.&nbsp;<blockquote>“NVDA is at the front-end of another material leg of stranger-than-anticipated demand”.-Ananda Baruah, Loop Capital&nbsp;</blockquote>Goldman Sachs also raised the price target on Nvidia to $240 from $210 and reiterated a ‘Buy’ rating on the shares.<h2 class="st-heading-2">Blackwell Momentum&nbsp;</h2>The chip behemoth’s stock has gained over 50% year-to-date.&nbsp;In his keynote address at the GTC conference in Washington, Huang&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-jensen-huang-holds-out-hope-for-blackwell-chip-sales-to-china-why-it-matters/cLGqGr4R3UY">disclosed&nbsp;</a>that Nvidia has $500 billion in Blackwell and Rubin revenue backlog through 2026.Also,&nbsp;Huang has reportedly stated that he remains optimistic about eventually selling the company’s new Blackwell AI chips in China.The Blackwell family represents Nvidia’s most advanced line of AI chips, which set the benchmark for training and running large language models, such as OpenAI’s ChatGPT.&nbsp; Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-allows-microsoft-to-export-nvidia-chips-to-uae/cL2N5QkR3zg">Microsoft Gets US Approval To Export Nvidia Chips In $15.2B UAE AI Push</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An illustration photo shows the NVIDIA LOGO displayed in a smartphone with the Blackwell AI logo in the background in Chongqing, China on June 11, 2025. 

NVDA Stock Has Doubled In Value So Far In 2025, But Loop Capital Sees 73% Upside 

The new price target represents a 73% upside to Nvidia’s closing price as of Friday.

Analyst Ananda Baruah said the firm expects Nvidia’s shipments of graphics processing units (GPUs) to nearly double over the next 12 to 15 months.


<ul class="summary-bullets"><li>The initiative builds on a long-term partnership with G42, an Abu Dhabi-based company.</li><li>Microsoft’s spending includes $1.5 billion in equity investment in G42.</li><li>The company has secured U.S. export licenses to ship advanced GPUs, including Nvidia A100, H100, and GB300 chips, to the UAE.&nbsp;</li></ul>Microsoft Corp. (MSFT) announced on Monday a sweeping $15.2 billion investment plan for&nbsp;the&nbsp;United Arab Emirates aimed at strengthening the Gulf nation’s AI, cloud, and digital infrastructure through 2029.&nbsp;The initiative builds on a long-term partnership with G42, an Abu Dhabi-based company.<h2 class="st-heading-2">Massive Investment To Drive AI Growth</h2>The company began the initiative in 2023, marking a major milestone in U.S.-UAE tech collaboration. By the end of the decade (2029), Microsoft expects to spend $15.2 billion in the UAE on data centers, operational costs, and AI-focused ventures.Microsoft’s spending includes $1.5 billion in equity investment in G42. The company has secured U.S. export licenses to ship advanced GPUs, including Nvidia A100, H100, and GB300 chips, to the UAE.&nbsp;<blockquote>“Microsoft was also the first company this year under the Trump administration to secure export licenses from the Commerce Department to ship GPUs to the UAE.”- Brad Smith, Vice Chair &amp; President, Microsoft</blockquote>These GPUs help power access to AI models from OpenAI, Anthropic, Microsoft, and various open-source developers. They also support AI-based tools, including Microsoft’s Copilot apps, offered by both local and global partners.<a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> inched 0.4% higher in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<h2 class="st-heading-2">Building Infrastructure</h2>Between early 2026 and the end of 2029, Microsoft plans to invest over $7.9 billion in the UAE. Approximately $5.5 billion of that will be allocated toward building and expanding its AI and cloud infrastructure. The remaining $2.4 billion will cover local operating costs and expenses related to goods and services.In the first quarter (Q1),&nbsp;revenue from Azure and cloud services increased 40% year-over-year (YoY). Overall, Microsoft Cloud revenue was up 26% YoY at $49.1 billion.&nbsp;Microsoft's stock has gained over 26% in the last 12 months.&nbsp;Also See:<a href="https://stocktwits.com/news-articles/markets/equity/nvda-has-doubled-in-value-so-far-in-2025-but-loop-capital-sees-73-upside/cL2N3AQR3zj"> NVDA Has Doubled In Value So Far In 2025, But Loop Capital Sees 73% Upside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Microsoft logo represents the American multinational corporation and technology company best known for its software products like Windows.

Microsoft Gets US Approval To Export Nvidia Chips In $15.2B UAE AI Push 

The initiative builds on a long-term partnership with G42, an Abu Dhabi-based company.

The tech giant has secured U.S. export licenses to ship advanced GPUs, including Nvidia A100, H100, and GB300 chips, to the UAE. 


<ul class="summary-bullets"><li>IREN said that, as per the deal terms, IREN will provide Microsoft with access to Nvidia (NVDA) GB300 GPUs over a five-year term, with the contract also including a 20% prepayment.</li><li>The company added that it has also agreed with Dell Technologies to purchase the GPUs and ancillary equipment for about $5.8 billion.</li><li>IREN noted that the GPUs are expected to be deployed in phases through 2026 at IREN’s 750MW Childress, Texas campus.</li></ul>IREN (IREN) said on Monday that it has signed a multi-year Graphics Processing Unit (GPU) cloud services contract&nbsp;valued at nearly $9.7 billion with Microsoft (MSFT).Shares of IREN jumped nearly 22% in premarket trading on Monday, while Microsoft stock was marginally up.IREN said that, as per the deal terms, IREN will provide Microsoft with access to Nvidia (NVDA) GB300 GPUs over a five-year term, with the contract also including a 20% prepayment.The company added that it has also agreed with Dell Technologies to purchase the GPUs and ancillary equipment for about $5.8 billion. The company noted that the GPUs are expected to be deployed in phases through 2026 at IREN’s 750MW Childress, Texas campus.The deployment will be conducted in conjunction with the delivery of new liquid-cooled data centers, which will collectively support 200 megawatts of critical IT load, according to IREN.<h2 class="st-heading-2">Executive View On The Contract</h2>Co-Founder &amp; Co-CEO of IREN, Daniel Roberts, said that the agreement also opens access to a new customer segment among global hyperscalers.“It marks another major step forward for IREN as we continue to expand large-scale GPU deployments across our 3GW secured power portfolio in North America, reinforcing our position as a leading AI Cloud Service Provider,” Roberts said.“IREN’s expertise in building and operating a fully integrated AI cloud — from data centers to GPU stack — combined with their secured power capacity, makes them a strategic partner,” said Jonathan Tinter, President of Business Development and Ventures at Microsoft.<h2 class="st-heading-2">AI Boost And Partnerships</h2>The announcement of IREN’s partnership with Microsoft comes on the heels of Nvidia's announcement last week, which included a slew of partnerships aimed at scaling artificial intelligence.Nvidia is collaborating with the U.S. Department of Energy to develop seven new artificial intelligence-powered supercomputers and launching its NVQLink architecture.&nbsp;The company also announced a $1 billion investment in the Finnish telecom equipment maker Nokia (NOK) to accelerate AI-RAN innovation and lead the transition from 5G to 6G.Retail sentiment on IREN remained unchanged in the ‘bearish’ territory, with message volumes at ‘low’ levels, according to data from Stocktwits.<a href="https://stocktwits.com/symbol/IREN">Shares of IREN</a> have gained nearly 614% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/li-auto-deliveries-drop-38-percent-in-october-but-global-expansion-plans-accelerate/cL2NTYxR3z4">Li Auto Deliveries Drop 38% In October, But Global Expansion Plans Accelerate</a>

In this photo illustration, a person holds a smartphone displaying the logo of Iren Energy Limited. 

Microsoft Signs $9.7B AI Cloud Deal With IREN For Nvidia GPU Access

IREN added that it has also agreed with Dell Technologies to purchase the GPUs and ancillary equipment for about $5.8 billion.

<ul class="summary-bullets"><li>Trump stated in the interview that the U.S. is not willing to give other countries even an equal advantage in AI.</li><li>After topping $5 trillion in market capitalization last week, Nvidia’s valuation is now slightly below that level.&nbsp;</li><li>Retail investors on Stockwits remained very bullish on Nvidia.</li></ul>Nvidia Corp. (NVDA) stock rose over 1% in Monday’s early premarket session, signaling that it may snap a two-session losing streak. The premarket strength came even as President Donald Trump said that export of the company’s Blackwell artificial intelligence (AI) chips to overseas customers could be restricted.<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> has traded within a 52-week range of $86.62 and $212.19, with the upper bound representing an all-time high set on October 29.<h2 class="st-heading-2">What Trump Said About Nvidia</h2>While appearing on CBS ‘60 Minutes’ interview on Sunday, Trump&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=dAvuTHIyUTo">said&nbsp;</a>the U.S. wouldn’t allow Nvidia to sell its most advanced, high-performance computing Blackwell chip to China. The President said the U.S. will allow China to deal with Nvidia but “not in terms of the most advanced.”“The most advanced, we will not let anybody have them other than the United States,” Trump said. When asked if the pushback was due to fears that the other countries would win the AI race, he said, “Well, they wouldn't win it necessarily, but they would certainly have-- an equal advantage.”“Right now we're winning it because we're producing electricity like never before by allowing the companies to make their own electricity, which was my idea, which nobody, frankly, had thought of.”&nbsp;Trump said the companies are generating electricity themselves and then selling any excess electricity back into the grid. “We benefit in all ways.” The president also highlighted that approvals for the companies, which used to take 20 years, are now done in two to three weeks.&nbsp;<h2 class="st-heading-2">Why It’s Important</h2>Trump’s comments&nbsp;could temper Wall Street hopes&nbsp;that Nvidia can reap the windfall of shipping its most advanced GPUs to China. The company now ships a stepped-down version of its AI chips, the H20, to China, but the Asian nation has put restrictions on the use of these chips by government establishments, citing security concerns.<h2 class="st-heading-2">What Retail Feels About Nvidia</h2>On Stocktwits, retail sentiment toward Nvidia stock has stayed ‘extremely bullish’ as of early Monday. The message volume on the stream is ‘extremely high.’A bullish user shrugged off Trump’s comments, stating that “China has been off the NVIDIA revenue forecast for a long time now…”<stembedurl>https://stocktwits.com/FUST248/message/634650725</stembedurl>Another user pointed to the company’s recent partnership with Samsung and said Nvidia’s earnings would be good.<stembedurl>https://stocktwits.com/Wallstreetfinalboss/message/634651685An</stembedurl>After topping $5 trillion market capitalization last week, marking the first company to do so, Nvidia’s valuation is now slightly below&nbsp;that&nbsp;level.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/crwd-stock-rises-premarket-analyst-bumps-up-price-target-by-14/cL2Nb4JR3z2"> CrowdStrike Stock Rises Premarket: Analyst Bumps Up Price Target By 14% On Optimism Over Cyber Platform Approach</a>

In this photographic illustration, the Nvidia logo appears on a smartphone reflecting an illustration of printed circuit boards in Creteil, France, on September 22, 2025. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Nvidia Investors Shrug Off Trump’s Blackwell AI Chip’s US Exclusivity Comment: Stock Rises Premarket

Nvidia stock appears on track to bounce back from the losses in the past two sessions and reclaim the $5 trillion market capitalization mark.

Bank of America reconsiders Alphabet stock price target after earnings

The bar has been set high for Alphabet, one of the world's largest companies and a member of the closely watched "magnificent seven."The company is best known for its Google internet search dominance...

Germany's High-Tech Agenda: Trapped In The Subsidy Loop

Germany's High-Tech Agenda: Trapped In The Subsidy Loop Submitted by Thomas Kolbe Germany is falling behind in the economy's future fields. Whether artificial intelligence, autonomous driving...

Investors ask whether $5 trillion Nvidia can sustain our faith in AI

Nvidia is the first company in history to attain a market cap of more than $5 trillion. The milestone marks the end of a run that has made the chip designer the de facto engine of the...

Nvidia's big week: Company reaches $5T market cap, Jensen Huang unveils new partnership, products

Nvidia's market cap crossed above $5 trillion on Wednesday morning, making it the first company in history to reach such a valuation. This comes after Nvidia CEO Jensen Huang delivered his keynote...

Weekly Market Wrap: First Solar, Amazon lead, Starbucks slips

An overall mixed week in terms of the major indices' performances and the stock market's reaction to earnings from big tech companies.The S&P 500 was up 0.71% this week, buoyed by Amazon and...

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

Will Palantir ($PLTR) beat quarterly earnings? 
 
*Powered by Polymarket

Stocktwits

Palantir Technologies Inc

) beat quarterly earnings? 
 
*Powered by Polymarket

Current Price	$207.63
Prev Close	$202.49
Open	$208.04
Dividend Yield	0.02%
50-Day Moving Average	$181.92
Beta	2.15
Avg. Volume	185.26M
PE Ratio	57.63

52-Week High	$212.19
52-Week Low	$86.62
Market Capitalization	$4.92T
EPS (Annual)	$2.94
Price to Book	49.24
Revenue Per Employee	$3.62M
Enterprise Value/EBITDA	N/A

NVDA
NVIDIA Corp

Feed

News

Sentiment

Earnings

Fundamentals

Info

Latest NVDA News

NVDANVIDIA Corp