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Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is trending as community members discuss the company's aggressive bidding war with Pfizer to acquire Metsera, a biotech firm focused on obesity drugs. Some believe Novo's move is a strategic effort to bolster its pipeline and stay competitive in the lucrative weight loss market, while others express concern that the company is overspending and diverting focus from its core business. Traders are also awaiting upcoming earnings data and FDA updates, contributing to the heightened interest in NVO.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is trending due to positive third-quarter financial results, with revenue and EPS exceeding expectations, sparking bullish sentiment. The community is discussing the company's AI integration and potential beyond just gaming, as well as the growth of Unity Vector. Some investors see the recent earnings as a sign of improved execution and an attractive adtech/fintech ecosystem.

MannKind Corp. is a biopharmaceutical company, which focuses on the development and commercialization of innovative therapeutic products and devices to address serious unmet medical needs for those living with endocrine and orphan lung diseases. Its products and pipeline include Afrezza, Pediatric Afrezza, V-Go, Tyvaso DPI, MNKD-101, MNKD-201, MNKD-301, and MNKD-501. The company was founded by Alfred E. Mann on February 14, 1991 and is headquartered in Danbury, CT.

Mannkind Corp

MannKind ($MNKD) is trending due to recent quarterly results showing increased Afrezza sales and royalties, alongside the completed acquisition of scPharmaceuticals. The community is actively discussing the potential impact on future coverage from Morgan Stanley and Goldman Sachs, as well as updates on clinical trials and revenue projections. Some investors are expressing frustration with the stock's movement despite positive news.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending amid political chatter and election outcomes, with community members debating the stock's valuation and its ties to narratives and emotion rather than fundamentals. Some traders are pointing to the stock's volatility, while others are highlighting alternative investments with stronger data or enterprise growth. The broader discussion includes contrasting perspectives on the political climate and potential impacts on the market.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending amid mixed sentiment following recent Q3 earnings and key strategic updates, including reaffirmed timelines for the R2 launch and the introduction of Mind Robotics. While some community members express bullish views on long-term potential, others remain skeptical about profitability and execution, particularly regarding the R2's success. Discussions also revolve around Rivian's positioning in the EV market relative to competitors like Tesla, as well as potential impacts from partnerships and industry trends.

Digital Turbine, Inc. is a mobile growth platform that offers solutions for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The firm operates through the On Device Solutions (ODS) and App Growth Platform (AGP) segments. The ODS segment generates revenue from the delivery of mobile application media or content to end users with solutions for all participants in the mobile application ecosystem that want to connect with end users and consumers who hold the device. This includes mobile carriers and device OEMs that participate in the app economy, app publishers and developers, and brands and advertising agencies. The AGP segment provides platforms that allow mobile app publishers and developers to monetize their monthly active users via display, native, and video advertising. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

APPS is trending due to positive sentiment around its potential to capitalize on the changing app store landscape after recent rulings, with community members discussing possible revenue boosts and increased valuations. Some are pointing towards a potential run to double digits, and short squeezes. Also named as being a top value stock, the company is being closely watched for its ability to leverage AI and partnerships.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending amidst analyst optimism and community discussion around its growth strategy, particularly highlighting Needham's updated rating to "Buy". Investors are contrasting ZETA's acquisition approach with other AI players and anticipating an upgrade cycle, while also noting the company's OpenAI partnership. The community is actively debating fundamentals and potential price movements, with some focusing on its ability to quietly add enterprise clients and deliver measurable growth.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is trending due to recent earnings and concerns about its loan portfolio, sparking debate among investors. While some believe Upstart's AI-driven lending model positions it for long-term growth, others fear a potential credit crunch and the impact of macro factors. The community is actively discussing management's strategy and the company's ability to navigate the current economic climate.

What is Chromia? Chromia is an open source public blockchain conceived of by Swedish company Chromaway AB. The Chroma token (CHR) was launched in May of 2019. The technology behind the Chromia blockchain is adapted from an earlier technology called ‘Postchain’, a solution provided by Chromaway AB for enterprise clients.   How does Chromia work? Chromia is a standalone Layer-1 blockchain and EVM compatible Layer-2 enhancement for Binance Smart Chain and Ethereum. It is designed to enhance existing dApps and allow for the creation of next-generation dApps by providing scalability, improved data handling, and customizable fee structures. The blockchain uses a unique architecture called relational blockchain, as well as a custom programming language called Rell.  Rell is designed to code and function very similarly to SQL, allowing developers to leverage the security and immutability of blockchain while storing and handling data with the efficiency of a relational database.  Each dApp running on Chromia operates on its own sidechain which is rooted in the main blockchain. This allows each application to scale more efficiently and gives each application developer the freedom to choose from a variety of fee structures. For example, one application may require users to pay transaction fees in CHR (similar to how Ethereum or Bitcoin work), while another application could stake enough CHR to reserve computational power and allow their users to make unlimited transactions without paying any fees at all.   What applications have been built on Chromia? Chromia already has a wide variety of applications building upon their blockchain, using their chain as a decentralized storage layer, and using their Layer-2 enhancements. These applications range from DeFi options trading platform Hedget, to open world farming game My Neighbor Alice, to government land registry initiative LAC PropertyChain.  One of the latest features in development is a new NFT standard called Chromia Originals, which will operate both as a native standard on Chromia’s chain as well as an enhancement layer for existing ERC-721 and BEP-721 tokens. Work on these Layer-2 enhancements are being developed in cooperation with My Neighbor Alice.  Who is behind Chromia? Chromia’s core team consists of industry veterans Or Perelman, Henrik Hjelte and Alex Mizrahi. All three have deep roots in the crypto space, going back to the early days of Bitcoin and Ethereum. For example, Alex published several early academic papers on Proof of Stake consensus and was also one of the key figures behind Colored Coins, one of the first projects to develop the idea of ‘tokens’ that would later be brought to prominence by Ethereum.  In summary, Chromia is a Layer-1 and Layer-2 blockchain solution under active development, with the goal of delivering enhanced features and data handling and storage capabilities to decentralized applications.

Chromia

Chromia is trending amid discussions of potential buyout offers, with community members highlighting proposed prices per share. Some investors are also drawn to its financials, including reported cash reserves and book value, while others are excited about the future potential of the project as the leading blockchain for gaming.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MLTX is trending as investors anticipate potential catalysts from upcoming conferences and earnings, while also weighing in on recent trial data. Community members are discussing the possibility of a buyout and the company's future FDA interactions. Bullish sentiment remains, with some viewing the current price as a buying opportunity, despite recent volatility.

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<ul class="summary-bullets"><li>The new opening comes as the company is looking to launch entirely autonomous ride-hailing operations in Austin this year.</li><li>The job will be based in California, and the expected annual compensation is between $60,000 and $132,000, in addition to cash and stock awards and benefits. &nbsp;</li></ul>Tesla Inc. (TSLA) is now on the lookout for a senior insurance claims specialist to join its team in California to manage incident reporting and claim processes for its robotaxis and ride-hailing operations.The employee hired into the role will join Tesla’s Global Risk Management and Insurance Team, which oversees corporate insurance, risk management, and surety programs across all business components.<h2 class="st-heading-2">Responsibilities Of Senior Insurance Claims Specialist</h2>The individual hired for the role will<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.tesla.com/careers/search/job/sr-insurance-claims-specialist-robotaxi-255046"> review </a>incident submissions related to the robotaxi and report or escalate incidents to the appropriate teams, while also supervising claim activity. They will collaborate with third-party administrators, insurers, and legal counsel to ensure effective and timely resolutions.They will also assess liability, damages, and settlement recommendations, approving payments within authority limits and analysing trends to identify patterns, root causes, and opportunities for risk mitigation.The expected compensation for the role is a salary range of $60,000 to $132,000 per year, in addition to cash and stock awards, and benefits. The new opening comes as the company is looking to launch entirely autonomous ride-hailing operations in Austin this year.<h2 class="st-heading-2">Tesla’s Ride-Hailing Operations</h2>Tesla launched its robotaxi services in Austin, Texas, in June, and later launched them in San Francisco. However, the vehicles have a safety monitor in the front seat to take over as required.“We are expecting to have no safety drivers in at least large parts of Austin by the end of this year. Within a few months, we expect to have no safety drivers at all, at least in parts of Austin,” CEO Elon Musk said on Tesla’s earnings call last month about safety drivers on robotaxis.The Tesla CEO, however, added that the company is being “very cautious” about the deployment. “Just to make sure that we're being paranoid about safety, I think it makes sense to have a sort of either safety driver or safety occupant in the car when we first go to new markets to just confirm that there's not something we're missing,” he added.Musk also added that the company intends to operate the robotaxi in about eight to 10 metro areas by the end of the year, marking a scale-down of his former ambitions of reaching half the U.S. population.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> stayed within the ‘bearish’ territory while message volume fell from ‘normal’ to ‘low’ levels.<figure class="image"><img style="aspect-ratio:620/62;" 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AED+oltsBzYwYkXBW2Vlc5P1zrhskebKAbEY9rMZMyg9Nw4RIf06MPlg2MCdgmwzgEcsNn9enABE+gGBOrrYfiPNwCxddjbkBAoXv9XKN75T0hRUQ7NnTUIDg4QU6hhoLtHnalTXV0rP3TXGVu2YQJMgAmQvrHOdY+Ajb+tTIAJ2CFg+NMm0CM87BRbsqWhQ+C3cyt8nn3GkteZO75iirVfv1B5WtUZv1ptFehhu87Ysg0TYAK9mwDrnOnz9zFteM0EmEB3I0A3CzSd/KvDbksPj4Zf+kZI/fs7tO2oAd24QNfCOfJDv1Wq09U5MuNyJtDJBNhddyPAOnf3E+OA7S4L3mMC3YpAfVAw+nzyEXznzBZj5bb/lKXRD8Fv/X8BgYEeOzZHQZtCoUC/fir5BgdnnufmsY5zQ0yACXgdAda5ux+JbZW/W857TIAJeJCAs001NBjkZ5uV1ejRmLYIfnt2gUbSrOtL/fvBb91awM/POtsj+xS0tb6mzcdHkh8dEhGhkq9hKy3Vgm9A8MjHwY0wgW5JgHWuVgOtCAAADtNJREFU5cfm0/Kti+/qKlBSUmJJFdUu1nfJvA6HfqVGWPRqnDa0VzEbq6PVUL+S3Z4RlzGBbk2gqsr080IkaPS7nRVBfeHz7noo3l4LaaAaoMdxvPlbIKQv7tUrPDxEfiQItU/TpJGR/US3JJSWloNuPKBnstXV6Z361QTycc9Ss85V1N2zHnDDTKBXEmCda/mxuxiwtayMo8uhVovgqDmF9ZUgRc/GjoJWdp31VgimWBx4q4OmWASRtxxbOnDExUzAKwnQNCIFOtad0+n0ciBUM/oRKP57BxR//AOkUSOtTTy+L0kSwsND5TtI6Rlut29XoKKi7c0GFLx5vHOuNNisc8uPulKJbZkAE+gIAda5tvQ6FrA1+5u1RwONRqRL25F0KxOLlu1ASXNZ5238kbRVA93N9Zig6Dyv5OnNN9/E888/T7ucmIDXE6CferLVSRqxqqqqQam2CtK4sbZM7OZ98803iI2NlUfAJEnCa6+9hoaGBtm+uroaTz/9tKVMkiT5PeXLBu2sFApf1NXVg0YBaTTQlikFm9R3W2W9Na9XaFJv/XD5uJ0i0BU6Z264uLhY1rugoCCcO3dOzqbZQooDJEkMPIlEeki6KBc6WHlK5zolYPNXRSEqSqRRszFrsjiyqgroxIaWusubMTvaBEDyi8Pq4xWUDRhKkPnKFNwX0FwWMOZuGUzTmiuy8rFhUoD4RxGHDdeA7FfEaJ6YEjVNdlbg9G8nIkCAlSTho/XIniEXm5PUoq4o85uIDe2M+pE4xsXFcdBm+mR47eUE7AmZudskHpIkmd863NbU1OCNN97A5MmTUVRUhM2bN2P9+vXYs2ePXJfKb968ifnz5+Ozzz6TE/3N+Pv7y+WOVvSQ3fZsKFijoK49G68tM1Tg0CtjLDoUEL8ah26Zepv/3kSooxchs/lSEbqkQx09BZuFlpFF4ZbpcvkhG5MBxJc1iShx6q0EOlvnzBxJb0jfSNOUSqU5Gz/88AO0Wi2+/fZbnDlzBvX19Vi5ciXu3LljsWlvxxM61ykBW+HJTGR+lonNryRh9WEVZr2Sghg6soqPMfuhFciOXY9jhX/HsVf9sSFRTJnKw2+FOP+NCvO3HhPb7ZgflYsNSWtwmuqhTp7W3PxPcdisXoeMTzOQcj9Qd6sEJcUaUSqMru1A6lunMfGDPDG6l4eDv0pEjPWzQP+8HpnjNmD/nuWIN5zGagejfiyQgikv1gS8cr++vgH0SIz2OhccHNRecZsyOsvMysqSA7UhQ4Zg5syZGDx4MP7yl7/IttSewWDA6NGjMWfOHDk9/fTToLs9ZQMHK6WyDxyJma6bPuIj97djMP29QiT98ZjQsU1IKtqA6ePXINcAxI4fg4riHTh0kgDlIucz0q9sZB4nAazD6cOHUDJ8AsbYiXtZk4gbp95IoCt0zszxyy+/xO7du7Fo0SLo9XpzNh599FEcPXoUY8eOxWOPPYYnnnhCxBYa1Naarhe2GNrZ8YTOdUrAdnrbcix/ZTnWbTmNCoVQn+JC0Dha4a71OIR4rP59CuL8AxC3bDmSxOhZ9jcAFBOw7uR+rJs7Bmr/GEycECUishzkFIky85KwCTmfrsL8ufEQpebcFltNfiG0wbFIenU5ElVWRS9m4Nja+Zj14nqsThb5ZRXQiU17Cwtke3S4zBsIOBqJ8vX1gVLp+l2hvr6+kCRJPsTbt2+jsrISNMJDGY2NjaCUl5eHtLQ0vPXWW2KK8xYVOZ3oN0jbM9brG9or9tKyQ9j8h0IgeTMyXk1E/LjlyEhPAorexma63i0hEbNEz3Mu5Iu8bBwqSUTis0D28RyRKwI4YROVMMautgkjsCYRBU69jUBX6Rxp2+uvv4558+bhySefbIOVdI4u79q2bRv279+P5ORkREREtLGzl2Ff50w1OqpzPiY3HVvPp2vYbmqg0RmRtzYMmb9JwfrLQH5urnCcizXj1ZBvThDTA4dEjrzQlGhaHKSAMKgnpWDdAdNZJwxyqWk1PMa+mN2/Cvu3zoJ223TE9ZWgnrUD+dZ1TR7E2h8qFfjFBHoEAXvXgZkPzpFgmO3sbRsaGvDBBx8gICAAs2fPls3oLHTgwIEIDQ3FL37xC3m6lEbYSktL4ewrIMC/XVOapjAYGtu18brCCg1EuIbYSRNgPjr/8YmIFR3NuSxKFBOROFno4NEcFJ7ORm7UBKyamwgcyMbpaznIrvPH7KR48IsJMIGWBLpC50hjtm7diqqqKlDQ5mfjcUekaQkJCfKJ6ZgxY/Dqq686PZNAR9DVOtcpARt11JxiJyUK8SpEodCr2IdIuiZg000jCJY5ZYgRr5JdKZi9rQ7Lj2hh1GqQs5ZszV6c28Yu3i+CRB3yPp2PgAOLMH2tOJN1rqpNKzqbpVGETz/91GY5ZzKBe02AAqr2+kDD8u2Vt1dGf5/vvfcedu3ahY0bN+L++++XzYcNG4avv/5aDuTWrFmD9PR0fPfdd5aLdWUjByt6Bpufn6JdK0fH1m7le1GoUiNGtGs6MRU7tOSfB6nQxFFUEoXEaULXjp/GjkvngcljkBQ/AVF1Ocg5cF7YzUJiAlWyn9588014QpPs94BLmIDnCTjSAnd07vz581i3bh3oEpC1a9fKGqfT6eS8CxcuyAdJA0s3btwA3YBA1+U/99xzoBsU5EInVl2tc50SsNVVlIgDLETu4c1Y9PJm1ImJgOmTgZiZqYjHaaxZuAHZRWSTj0MHckU5oKvWisP3hzqsDiVF2djxKcmcyHJ2KdiB1e9ko0ScpcZONp3V6gw2rt510h8Lo5Og2OyeEaDf3mxqMrbbvqOgyF5lCtbouo7f/e53oKBt1qxZFlOaJqByc0aAGH2jfYPBQBunk6O+NTR49wib+VrdzM8ykflZLkqQhNSVKuDP67DmeKGsY2vWfgyoUjFrkglLzORZiMJ+bN5Sgvjx8cAjYtQNudixU8w+TE7ERIXJztaaNckWFc7r6QS6SufohoJ+/fqBRtG++OIL+eYC0rVTp07Jl3hY69yAAQPw4osvoqCgALnyTKHz1LtS5zolYMtcQFOe92FM0grsF2K1/2oG5geLAxTTltnZq6A+vhpTYsgmDtP/fT9yRVwV8/I6pEblm6ZLh69AyYQk+Isqzi4VFRXIf3cK1GI6VIpYhEMPrkLGb+Kdrd7CbujQoXwW24KIt73h/hCBpqYm2thNCsXd69DsGtkoINGiO0NTU1PxnDijJLHav38/Dh8+LF9w++6772Lp0qW4evUq8vPz8f7772PQoEEYNWqUDW/2sxwJmaPjs+/ZMyWn35mN2c+bUwoyrgET3s3B9mkavJ14H9QxU/B2cRK2n96OJNI/6ta4iZiOClRU+GPi+BhAMQbyNGlBPmKnJSIKtl+sSba5cG7PJ+BIB9zVuWeeeUa+E5TuBqVEJ6iBgYGyzk2ZMgWkc3PnzpU1jnRuy5YtUKlUiIkRf7dw/tWVOufjfDdsWCZntJjqJOHXfrMds+73txirJq9HXoMOWo0GGq0Oxvx1mEDFqiRs11C+FjpdHrZ/cBA6Yx5WybMwScgwGmHck2TxQztJe0SeMUOc1wKqhFU4qDFCV6Zp9ru++aaDtnXlepdWwR72oqIi8DQoEebkzQQcCZmPj3t/zjT8/84778h3n2ZmZsqPt5krhGvJkiXyLe10vdqJEycwYsQI+UYEOuuki3JdFTJf3/b75+j47tlnY0PnjGatUsQi9ZAGxiotNGVC3zQHkfqgdU+FzpGWGXXY9ATlRyE12yjrZt6r9hQJYE0iVpx6IwFHOuDjps5ZWNrYkSQJpHN0qQfdbEXpq6++Al3PO3Kkaw8g70qda19BbRyYe1n+UNFz2lT+aPnyF/kq+Cvg9su/fxSi2vh12x1XZAJeS6DJwXSoj4/kVt/N123QCZd1oms5qGz8+PHyWSdNKfz888/yre7Tpk1zuS1HQtvkYATR5QY9WSFYhaj+rfXNkx3gtphAzyDQ1EU615pOcnIy6BmTY8eOlYta6xzdnEDTopLkmq52pc55KGCTefCKCTCBDhCgn3caODAC9hL9DFQH3DusqlKpEBkZCV9fX4e2tgz69PGz23c6pv79w2xV6215fLxMoFcTYJ2z//FzwGafDZcwASbABJgAE2ACTMArCHDA5hUfQzfqBHeVCTABJsAEmAAT8DgBDtg8jpwbZAJMgAkwASbABJiAawQ4YHONF1szASbABJgAE2ACTMDjBFoEbHSHmMd7wA0yASbABFwk0BGtcr6ui51icybABJhAJxJorVWWgI0eRmfobr/l14lg2BUTYALdhwBpFWmWqz2mOlTX1XpszwSYABPwNAHSKtIsc7uWgI1uue/oL8mbnfLWMwS4FSbQWwmQVpFmuXr8VIfqulqP7ZkAE2ACniZAWkWaZW7XErAFBvqjpqZWfgK3uZC3TIAJMAFvI0DTBKRVpFmu9o3qUF3y4WpdtmcCPZgAH5qXESCNIq0izTJ3zRKwURSnVPbBnTvV5jLeMgEmwAS8jgBpFGkVaZarnaM6VJd8uFqX7ZkAE2ACniJAGkVaRZplbtMSsFGGStUXjY1NqKio4pE2AsKJCTAB7yAgekFnnKRNpFGkVSLLrYXqkg/yRT7dcsKVmAATYAJdQIA0ibSJNIq0yrqJFgEbFfTrF0oblJaWo7pah4YGAwdvMhFeMQEm4GkCJF6kQaRFpEnUvlmjaN/dZPZBPsk3tUFtueuP6zEBJsAE3CVA2kMaRFpEmkR+zBpF++bUJmCjAorqwsJCYDAYoNVWQqO5hZ9+KuNknwGzYTb8HeiC7wBpD2kQaRFpEmkTaVRnJPJFPsk3tUFtsc6xzvN3gL8Dnv4OkPaQBpEWkSaRNtnSOJsBGxnSvClViowMx8CBEZyYAX8H+DtwT74DpEGkRaRJpE2dmcgn+aY2WOdY573jO8CfQ2/8HEiDSItIk+xpnN2AzV4FzmcCTIAJMAEmwASYABPwLAEO2DzLm1tjAt2eAB8AE2ACTIAJeJ4AB2yeZ84tMgEmwASYABNgAkzAJQI9MGBz6fjZmAkwASbABJgAE2ACXk/g/wEAAP//IKESNwAAAAZJREFUAwBlYZjpk8GXhgAAAABJRU5ErkJggg==" width="620" height="62" alt="TSLA's Sentiment Meter and Message Volume as of 8:00 a.m. ET on Nov. 5, 2025 | Source: Stocktwits"><figcaption>TSLA's Sentiment Meter and Message Volume as of 8:00 a.m. ET on Nov. 5, 2025 | Source: Stocktwits</figcaption></figure>TSLA stock is up 10% this year and has increased by approximately 77% over the past 12 months.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/bhvn-stock-tumbles-pre-market-after-fda-refuses-approval-for-neurodegenerative-disorder-drug/cL2q0wsREGi">BHVN Stock Tumbled A Whopping 44% Today – What Did The FDA Letter Say?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A driverless Tesla Robotaxi, with a man serving as a safety monitor in the front passenger seat, rolls along Laguna Drive in Southeast Austin, Friday, June 27, 2025. (Jay Janner/Austin American-Statesman via Getty Images)

Tesla Looks To Hire Senior Insurance Claims Specialist To Manage Incident Reporting For Robotaxis

The individual hired for this role will review incident submissions related to the robotaxi and report or escalate incidents to the appropriate teams.

Equity

<ul class="summary-bullets"><li>Chinese authorities have instructed data centers that are less than 30% complete to remove all foreign-made AI chips.</li><li>The move is part of a broader effort to achieve AI chip independence amid ongoing tensions with Washington.&nbsp;</li><li>The directive poses a threat&nbsp;to Nvidia’s ambitions of reclaiming its Chinese market share.</li></ul>China has reportedly instructed that all new data centers receiving government funding must exclusively use locally produced artificial intelligence chips.&nbsp;According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/china-bans-foreign-ai-chips-state-funded-data-centres-sources-say-2025-11-05/">report</a>, individuals familiar with the directive said that projects that have already installed foreign-made chips but are less than 30% complete have been told to remove them.&nbsp;<h2 class="st-heading-2">Push For Technological Self-Reliance</h2>The move marks a significant attempt by China to reduce its reliance on foreign technology in key infrastructure sectors, part of a broader effort to achieve AI chip independence amid ongoing tensions with Washington.&nbsp;The order comes as the U.S. maintains curbs on the export of advanced semiconductors, particularly those produced by Nvidia Corp. (NVDA), to prevent their potential use in military applications.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> inched 0.9% lower in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<h2 class="st-heading-2">Nvidia’s Blackwell AI Chip Caught In Export Ban&nbsp;</h2>On Tuesday, a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/nvidia-cannot-sell-its-most-advanced-ai-chip-china-white-house-says-2025-11-04/">report</a> stated that the Trump administration confirmed its decision not to grant Nvidia permission to sell its latest and most advanced artificial intelligence chip, known as the Blackwell, to China.&nbsp;Last week, Nvidia CEO Jensen 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">stated</a> that he remained optimistic about eventually selling the new Blackwell AI chips in China. The Blackwell family represents Nvidia’s most advanced line of AI chips, which far exceed the capabilities of Chinese alternatives from Huawei Technologies Co.Currently, H20 is Nvidia’s only approved product for China. The latest directive from Beijing&nbsp;poses a significant blow to Nvidia’s ambitions of reclaiming its Chinese market share.NVIDIA's stock has gained over 47% year-to-date and 42% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-renominates-jared-isaacman-to-head-nasa/cL2qBeRREG5">Trump Renominates Jared Isaacman To Head NASA After Interim Chief Duffy’s Rift With Musk Over Moon-Landing Contracts</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the NVIDIA logo is displayed on a smartphone with national flag of USA and China in the background.

China Ditching Foreign AI Chips? Report Says New Data Centers With Government Funding Must Rely On Local Ones

Chinese authorities have instructed data centers that are less than 30% complete to remove all foreign-made AI chips.

The move marks a significant effort by China to reduce its reliance on foreign technology in its key infrastructure sectors.

<ul class="summary-bullets"><li>Baird’s Tristan Gerra maintained an ‘Outperform’ rating for the stock and raised the price target to $300 from $240.</li><li>Retail sentiment toward AMD stock shifted to ‘neutral’ by early Wednesday, following the bearish mood observed a day prior.</li><li>The stock has more than doubled this year.</li></ul>Advanced Micro Devices, Inc. (AMD) stock received a price target boost following the chipmaker’s third-quarter results, but the stock slid over 4% in Wednesday’s early premarket session.<a href="https://stocktwits.com/symbol/AMD">AMD’s stock</a> elicited a bullish reaction from retailers on the Stocktwits platform.<h2 class="st-heading-2">AMD Analyst Looks Ahead To Next Big Catalysts</h2>With earnings in the rearview, Baird analyst Tristan Gerra now looked ahead to AMD’s financial analyst day, scheduled for Nov. 11. The analyst expects the company to raise its artificial intelligence (AI) total addressable market (TAM) estimate, which is currently at $500 billion. Gerra also sees the ramp of MI450 as another drive for the stock.“Potential resumption of MI308 shipments, for which there is no visibility currently, would also bring material upside,” the analyst said. MI308 is AMD’s China-specific AI chip. The company said in its earnings release that its fourth-quarter revenue outlook did not include any contribution from the chip.Gerra said he sees meaningful upside for the stock from current levels based on his expectations of $12 in 2028 earnings per share (EPS). He clarified that the estimate does not embed the full OpenAI ramp. The chipmaker inked a multi-billion-dollar, multi-year deal with OpenAI in October to deploy 6 gigawatts (GW) of AMD GPUs.That said, the analyst believes that the focus will be on execution.Gerra maintained an ‘Outperform’ rating for the stock and raised the price target to $300 from $240, implying about 20% upside from the stock’s Monday close.<h2 class="st-heading-2">AMD’s Near-term Bright</h2>Baird stated that hyperscalers are significantly increasing their general-purpose compute capacity, with larger CPU build-outs coming in the next few quarters to support increased AI. The firm noted that AMD reiterated the potential for its OpenAI engagement to generate well over $100 billion in revenue over the next few years, starting in the second half of 2026. It said Oracle will also begin to ramp up MI450 in 2026. “Baird sees these engagements validating the “very competitive specs for MI450 discussed in industry circles since earlier this year.”<h2 class="st-heading-2">What Retail Feels About AMD Stock After Q3 Results</h2>On Stocktwits, retail sentiment toward AMD stock shifted to ‘neutral’ by early Wednesday, following the bearish mood observed a day prior. The message volume also increased to ‘high’ levels.The chipmaker&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-stock-slides-after-hours-despite-robust-q3-results-positive-guidance/cL2qTWBR36y">reported</a> third-quarter adjusted EPS and revenue ahead of expectations and issued an upbeat Q4 guidance.AMD stock has gained 107% year-to-date.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-pull-back-as-market-mood-remains-cautious/cL2qfHJREGe">Nasdaq, S&amp;P 500 Futures Pull Back As Market Mood Remains Cautious: Traders Mull Election Results, AMD Earnings</a>

Binary code displayed on a laptop screen and AMD logo displayed on a phone screen are seen in this illustration photo taken in Krakow, Poland on January 6, 2025. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

AMD Analyst Lifts Price Target, Eyes 2 Big Catalysts: Stock Slides Premarket Despite Q3 Beat

An AMD analyst is highly optimistic about the company’s near-term prospects, citing strong hyperscale spending on AI.

<ul class="summary-bullets"><li>The companies said the agreement terms will provide significant benefits to Android users and developers by promoting competition on the Android platform.</li><li>Google and Epic Games now await U.S. District Court Judge James Donato’s approval to implement the settlement agreement.</li><li>Google’s Android head said that, if approved, this would resolve our litigation.</li></ul>Alphabet Inc.’s (GOOGL) (GOOG) has clinched a comprehensive settlement deal with Epic Games in the antitrust lawsuit the Fortnite maker had filed in 2020, which alleged that Google illegally monopolized how users access apps and make in-app purchases on Android devices.<a href="https://stocktwits.com/symbol/GOOGL">Alphabet’s Class A stock</a> traded nearly flat with a slight negative bias in overnight trading, recovering from the 2%+ drop on Tuesday amid the broader tech-led sell-off.<h2 class="st-heading-2">Google’s Epic Tiff In Rearview?</h2>In a joint filing by Google and Epic Games in the U.S. District Court for the Northern District of California, the companies stated that the agreement terms will provide significant benefits to Android users and developers by promoting competition on the Android platform. Many key provisions of the agreement will remain in effect through 2032.Among the provisions of the agreement are:- Promotion of Android app store competition across Android by introducing a greatly simplified flow for the installation from the web of Registered App Stores.- Google allowing developers to offer alternative payment options, including through links to payment websites- Provide developers with the immediate benefit of a reduction to Google’s service feesGoogle and Epic Games now await U.S. District Court Judge James Donato’s approval to implement the settlement agreement.On Stocktwits, retail sentiment toward GOOGL stock remained ‘extremely bullish’ as of early Wednesday, and the message volume on the stream was ‘extremely high.’<h2 class="st-heading-2">Google, Sweeney Excited About Proposed Settlement</h2>Commenting on the proposal, President of Android Ecosystem, Sameer Samat,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ssamat/status/1985920218602918343">said</a>, “Exciting news! Together with Epic Games, we have filed a proposed set of changes to Android and Google Play that focus on expanding developer choice and flexibility, lowering fees, and encouraging more competition, all while keeping users safe.”“If approved, this would resolve our litigations. We look forward to discussing further with the Judge on Thursday.”Epic Games’ Tom Sweeney called the agreement a “comprehensive solution, which stands in contrast to Apple’s model of blocking all competing stores and leaving payments as the only vector for competition. The public filings are live.”“It genuinely doubles down on Android's original vision as an open platform to streamline competing store installs globally, reduce service fees for developers on Google Play, and enable third-party in-app and web payments.”For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-renominates-jared-isaacman-to-head-nasa/cL2qBeRREG5">Trump Renominates Jared Isaacman To Head NASA After Interim Chief Duffy’s Rift With Musk Over Moon-Landing Contracts</a>

The Epic Games Store logo appears on a smartphone screen, and Google Play Store is displayed as the background, in a photo illustration in Athens, Greece, on August 5, 2025. 

Google, Epic Games Strike Comprehensive Deal In Long-Running Antitrust Case

Google struck a settlement agreement with Epic Games, which includes a set of changes to Android and Google Play.

<ul class="summary-bullets"><li>Trump previously withdrew his nomination for Isaacman, a close ally of Elon Musk, after the president’s public spat with the Tesla CEO.</li><li>While renominating Isaacman, the president said the billionaire is ideally suited to “lead NASA into a bold new Era.”</li><li>To be successful, Isaacman must obtain confirmation from the Senate, where the GOP has a 53-47 majority.</li></ul>President Donald Trump did an about-face on Tuesday as he renominated Jared Isaacman for the post of administrator of the National Aeronautics and Space Administration (NASA), a little over five months after he withdrew his earlier nomination.The president subsequently named Transportation Secretary Sean Duffy to the post on an interim basis in July.<h2 class="st-heading-2">Isaacman Back In Contention</h2>Announcing his nomination through a Truth Social post, Trump said, “This evening, I am pleased to nominate Jared Isaacman, an accomplished business leader, philanthropist, pilot, and astronaut, as Administrator of NASA.” “Jared’s passion for Space, astronaut experience, and dedication to pushing the boundaries of exploration, unlocking the mysteries of the universe, and advancing the new Space economy make him ideally suited to lead NASA into a bold new Era.”Trump previously withdrew his nomination for Isaacman, a billionaire and close ally of Elon Musk, after his ugly public spat with the Tesla CEO over his opposition to the ‘One Big Beautiful’ tax bill. Isaacman is the founder of payment processor Shift4 Payments and Draken International, which provides adversary training to NATO air forces. He had flown to orbit twice on SpaceX’s rockets and spacecraft.&nbsp;The development comes close on the heels of Musk locking horns with Duffy over the latter’s statement that he will open NASA’s Artemis U.S. moon-landing contract to other companies, such as Jeff Bezos’ Blue Origin. SpaceX is among the contractors participating in the project that aims to take astronauts to the moon by 2027. In an interview with CNBC in late October, the Transportation Secretary hinted that SpaceX was falling behind the timeline.&nbsp;Duffy was also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://edition.cnn.com/2025/10/27/politics/sean-duffy-nasa-transportation">reportedly</a> striving to fold NASA into DoT, which, however, was opposed by other Trump administration officials. In a sharp criticism against the move, Musk said, “Sean Dummy is trying to kill NASA!”To be successful, Isaacman must obtain confirmation from the Senate. The Republican Party holds a 53-47 majority in the upper house.<h2 class="st-heading-2">What Isaacman Hopes To Accomplish</h2>While thanking the president for the renomination, Isaacman said, “We have an extraordinary responsibility--but the clock is running. The journey is never easy, but it is time to inspire the world once again to achieve the near-impossible--to undertake and accomplish big, bold endeavors in space...and when we do, we will make life better here at home and challenge the next generation to go even further.”In another X post made ahead of Trump’s announcement, Isaacman said the focus will be on putting “more astronauts in space with greater frequency, including rebooting the Payload Specialist programs.” He delved into the “Project Athena” draft document, which he put together, outlining his vision for NASA.&nbsp;According to a Politico&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.politico.com/news/2025/11/03/jared-isaacman-confidential-manifesto-nasa-00633858">report,</a> Isaacman’s manifesto called for purchasing scientific data from commercial companies instead of launching its own satellite, and for terminating NASA’s Space Launch System and the Gateway lunar space station after two additional planned missions, centralizing aviation programs in Armstrong Flight Research Center in California, and to “flatten and streamline” NASA’s headquarters.The development has not significantly impacted stock prices, with&nbsp;<a href="https://stocktwits.com/symbol/RKLB">Rocket Labs (RKLB)</a> down nearly 1% overnight after an almost 8% plunge on Tuesday. The company provides launch services and space systems solutions globally. On Stockwits, retail sentiment toward the stock remained ‘bearish’ as of early Wednesday, and the message volume on the stream was ‘low.’The&nbsp;<a href="https://stocktwits.com/symbol/SPACEX">SpaceX stream</a> setup on Stocktwits showed a ‘bullish’ reaction toward the Musk-owned, privately held company, but retail hasn’t chatted about the development.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibm-plans-to-eliminate-thousands-of-jobs-in-q4/cL2q4f3REGb">IBM Joins Big Tech Layoff Wave With Plans To Eliminate Thousands Of Jobs In Q4</a>

Jared Isaacman, Trump's nominee to be National Aeronautics and Space Administration (NASA) Administrator, testifies during a confirmation hearing on Capitol Hill on April 09, 2025 in Washington, DC.

Trump Renominates Jared Isaacman To Head NASA After Interim Chief Duffy’s Rift With Musk Over Moon-Landing Contracts

Among Isaacman’s agenda, which he re-upped through a post, is to “undertake and accomplish big, bold endeavors in space.”

<ul class="summary-bullets"><li>A 1%-3% cut by IBM would translate to the elimination of 2,700-8,100 positions.</li><li>The company had flagged earlier that it used AI, specifically AI agents, to replace a couple of hundred human resources jobs.&nbsp;</li><li>IBM’s stock is up about 40% year-to-date.</li></ul>IT consulting services giant International Business Machines Corp. (IBM) is reportedly set to cut thousands of jobs in the fourth quarter, aligning with the trend seen in the tech industry as the macro and geopolitical environment remains challenging.IBM stock, which fell 1.27% in Tuesday’s regular trading amid the broader market sell-off, dropped 0.78% in the after-hours. The stock is up about 40% year-to-date.<h2 class="st-heading-2">IBM’s Layoff Plans</h2>IBM flagged a low single-digit percentage of job cuts in the fourth quarter, impacting its global workforce, a company spokesperson&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/04/ibm-layoffs-fourth-quarter.html">told</a> CNBC. “While this may impact some U.S.-based roles, we anticipate that our U.S. employment will remain flat year over year.”IBM likely hinted at what was to come when its CEO, Arvind Krishna, reportedly&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/articles/ibm-ceo-says-ai-has-replaced-hundreds-of-workers-but-created-new-programming-sales-jobs-54ea6b58">stated</a> in early May that the company had used AI, specifically AI agents, to replace a couple of hundred human resources jobs.&nbsp;At the end of the fiscal year 2025, IBM employed 270,000 people. A 1%-3% cut would translate to the elimination of 2,700-8,100 positions. The Armonk, New York-based company reported&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibm-stock-plunges-after-hours-despite-q3-revenue-beat-guidance-hike/cLG4GCYR3qt">robust quarterly results</a> last month. CEO Krishna stated that the generative AI (GenAI) book of business totaled $9.5 billion, up 26% from $7.5 billion in the previous quarter. IBM also raised its fiscal year 2025 outlook. The CNBC report noted that IBM eliminated 200 marketing and communications jobs in March 2024.&nbsp;<h2 class="st-heading-2">What Retail Feels About IBM Stock</h2>Retail users of the Stocktwits platform remained ‘bearish’ on IBM stock as of late Tuesday, with the message volume on the stream at ‘extremely low’ levels.A bearish watcher did not take kindly to the rumored job cuts. “Dump their shares after mass layoffs, and maybe they'll learn a lesson. Who are they creating all this optimized value for? Sub $250 coming soon,” they stated.<stembedurl>https://stocktwits.com/hs21/message/634956071</stembedurl><h2 class="st-heading-2">Techs Bring Axe Down Hard</h2>According to Layoffs.fyi, about 218 tech companies have laid off about 112,732 employees this year. Amazon has recently confirmed that it is laying off 14,000 employees.&nbsp;Giving the rationale behind the move, Beth Galetti, SVP of People Experience &amp; Technology&nbsp;at Amazon, said, “The reductions… are a continuation of this work to get even stronger by further reducing bureaucracy, removing layers, and shifting resources to ensure we’re investing in our biggest bets and what matters most to our customers’ current and future needs.” CEO Andy Jassy hinted at a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-aims-to-leverage-genai-to-slash-corporate-jobs/chlrHnjRRcp">leaner workforce in mid-June</a> as he elaborated on the virtues of GenAI.&nbsp;Microsoft announced&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-ceo-satya-nadella-breaks-silence-on-layoffs-ahead-of-earnings-next-week/choGy3zR5vA">multiple rounds of job cuts this year</a>, including 6,000 positions in May, 305 permanent job cuts in early June, and an additional 9,000 jobs in early July. While CEO Satya Nadella expressed remorse, analysts saw it as a signal that the company is committed to profitable growth. Mega-cap peer and&nbsp;Google parent Alphabet also laid off hundreds of employees from its Platforms and Devices business. It followed up with a cut of a much smaller magnitude (around 200) in May.&nbsp;Social media giant Meta&nbsp;Platforms Inc.&nbsp;(META) cut 600 jobs in its Superintelligence Labs division last month, according to a New York Times report. The trimming came after Mark Zuckerberg went on a rapid hiring spree of key AI researchers and scientists following the unit's setup earlier this year. Sources reportedly told the publication that the job cuts were aimed at reducing organizational bloat following three years of rapid investment in AI.&nbsp;<h2 class="st-heading-2">Why Techs Are Resorting to Job Cuts</h2>While the efficiency mantra to tide over inflation-induced softness was the motive behind the massive layoffs the tech world announced in 2022, this time around, companies are looking to cut costs to meet their artificial intelligence (AI)-related spending. Goldman Sachs estimates that AI spending by the four hyperscalers — Microsoft, Amazon, Meta, and Alphabet — could reach $4 trillion by 2030, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/markets/big-tech-big-spend-big-returns-2025-11-03/">according</a> to a Reuters report. Additionally, productivity gains from AI deployment have enabled companies to operate efficiently with a trimmed-down workforce.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/super-micro-stock-plunges-after-hours-after-q1-double-miss/cL2q5mrR36C">Super Micro Stock Plunges After-Hours After Q1 Double Miss: Investors Shrug Off FY26 Guidance Hike, But Retail Looks To Buy The Dip</a>

A logo sits illuminated at the IBM booth at Mobile Congress 2025 on March 06, 2025 in Barcelona, Spain. (Photo by Eric Alonso/Getty Images)

IBM Joins Big Tech Layoff Wave With Plans To Eliminate Thousands Of Jobs In Q4

The use of AI has posed a threat to the workforce, rendering some positions superfluous, while the rising capital expenditure needs of big tech companies have also prompted them to trim jobs.

<ul class="summary-bullets"><li>Super Micro’s first-quarter gross margin contracted to 9.3% from 9.5% in the fourth quarter and 13.1% in the year-ago quarter.</li><li>The CEO said the order book was expanding rapidly, including more than $13 billion in Blackwell Ultra orders.</li><li>Super Micro stock has gained more than 55% for the year-to-date period.&nbsp;</li></ul>Super Micro Computer, Inc. (SMCI) stock plunged over 9% in Tuesday’s extended session after the artificial intelligence (AI) server maker reported subpar quarterly results and issued fourth-quarter mixed guidance, but a rosy fiscal year 2026 outlook sent retail sentiment soaring.<h2 class="st-heading-2">Super Micro’s Q1 Earnings Snapshot</h2>San Jose, California-based Super Micro reported adjusted earnings per share (EPS) of $0.35 for the first quarter of the fiscal year 2026, sharply lower than the year-ago’s $0.73 and trailing the Fiscal.ai-compiled consensus estimate of $0.39.Net sales declined by more than 15% year over year (YoY) to $5.02 billion, compared to the $5.80 billion consensus estimate.&nbsp;The company warned in late October that design-win upgrades had pushed back some of the first-quarter revenue to the second quarter and preannounced first-quarter revenue of $5 billion, below the previously guided range of $6 billion to $7 billion.&nbsp;<a href="https://stocktwits.com/symbol/SMCI">Super Micro’s stock</a> fell by about 9% in the session that followed the warning.Super Micro’s first-quarter gross margin contracted to 9.3% from 9.5% in the fourth quarter and 13.1% in the year-ago quarter. It generated cash flow from operations of $918 million in the first quarter and incurred capital expenditure (Capex) of $32 million.<h2 class="st-heading-2">Super Micro’s Outlook</h2>Founder and CEO Charles Liang said, “With a rapidly expanding order book, including more than $13B in Blackwell Ultra orders, we expect at least $36 billion in revenue for fiscal year 2026.” This marked an upward revision from the “at least $33 billion” guidance, which the company reiterated in its first-quarter preannouncement.&nbsp;For the second quarter, the company guided to adjusted EPS of $0.46 to $0.54, missing the consensus estimates of $0.62, and net sales of $10 billion to $11 billion, versus the average analyst’s estimate of $7.93 billion.On the earnings call, CFO David Weigand said, “Our long-term goal is to expand revenues in higher-margin segments such as data center building block solutions, emerging global CSPs, sovereign mega projects, enterprise data centers, IoT and telco solutions and software service offerings.”<h2 class="st-heading-2">What Retail Feels About SMCI Stock After Q1 Results</h2>On Stocktwits, retail sentiment toward SMCI stock shifted from ‘bearish’ to ‘extremely bullish’ the day before. The message volume on the stream increased to ‘high’ levels. Retail chatter rose more than 250% over the 24 hours leading up to late Tuesday.<figure class="image"><img style="aspect-ratio:686/59;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_04_at_10_12_37_PM_png_3b68392b39.webp" alt="Screenshot 2025-11-04 at 10.12.37 PM.png" width="686" height="59"><figcaption>SMCI sentiment and message volume as of 10:10 p.m. ET, Nov. 4 | source: Stocktwits</figcaption></figure>A bullish user said they added more SMCI shares following the dip.<stembedurl>https://stocktwits.com/tradeformade/message/634957973</stembedurl>Another watcher blamed bears for dragging the stock down and believed that it would bounce back.<stembedurl>https://stocktwits.com/robsmi63/message/634955202</stembedurl>Super Micro stock has gained more than 55% for the year-to-date period.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-stock-slides-after-hours-despite-robust-q3-results-positive-guidance/cL2qTWBR36y">AMD Stock Slides After-Hours Despite Robust Q3 Results, Positive Guidance — Retail Traders Position For Rebound</a>

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

Super Micro Stock Plunges After-Hours After Q1 Double Miss: Investors Shrug Off FY26 Guidance Hike, But Retail Looks To Buy The Dip

Super Micro Computer, Inc. (SMCI) stock plunged over 9% in Tuesday’s extended session after the artificial intelligence (AI) server maker reported subpar quarterly results and issued fourth-quarter mixed guidance

Super Micro (SMCI) Stock Plunges After-Hours After Q1 Double Miss:

Following a lackluster first quarter, the AI server maker said its long-term goal is to expand revenues in higher-margin segments.


<ul class="summary-bullets"><li>Lisa Su said record revenue and profitability reflected broad-based demand for its high-performance EPYC and Ryzen processors and Instinct AI accelerators.</li><li>Client revenue clocked another record due to its 46% YoY growth.</li><li>Cloud customer Amazon sold all of the 822,234 AMD shares it held at the end of the second quarter.</li></ul>Advanced Micro Devices, Inc. (AMD) stock fell nearly 4% in Tuesday’s extended session despite the chipmaker reporting strong quarterly results, but retail sentiment flipped to positive. Separately, Amazon, which uses AMD chips to power its cloud, disclosed in a filing that it has sold its stake in AMD.<a href="https://stocktwits.com/symbol/AMD">AMD’s</a> after-hours drop came after it fell 3.70% in the regular session amid the broader market sell-off. The major index futures plunged overnight, indicating another session of selling on Wednesday.<h2 class="st-heading-2">AMD’s Q3 Earnings Snapshot</h2>Santa Clara, California-based AMD’s revenue for the third quarter of the fiscal year 2025 rose 36% year over year (YoY) and 20% sequentially, thanks primarily to strong Client and Gaming segment revenue.CEO Lisa Su said, “We delivered an outstanding quarter, with record revenue and profitability reflecting broad-based demand for our high-performance EPYC and Ryzen processors and Instinct AI accelerators.”Here’s how the headline number panned out:-Adjusted earnings per share (EPS): $1.20 (up 30% YoY) vs. $1.17 consensus (<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a>)-Revenue: $9.25 $9.25B vs. $8.75B consensus-Adj. gross margin: 54%Data center revenue rose 22% YoY to $4.3 billion, driven by strong demand for the company's 5th-generation EPYC server processors and its MI350 artificial intelligence (AI) chip. Client and Gaming revenue jumped 73% to $4 billion, with client revenue&nbsp;setting another record at 46% YoY growth and Gaming sales soaring 181%.<h2 class="st-heading-2">AMD’s Q4 Outlook</h2>For the fourth quarter, AMD forecast revenue of approximately $9.6 billion, plus or minus $300 million, compared to the $9.20 billion consensus. The company also clarified that the revenue outlook did not include any revenue from its China-specific MI308 AI chip shipments. The company also guided gross margin to be about 54.5%. A CNBC report said the after-hours stock drop may have been due to soft gross margin guidance.Su said, “Our record third quarter performance and strong fourth quarter guidance marks a clear step up in our growth trajectory as our expanding compute franchise and rapidly scaling data center AI business drive significant revenue and earnings growth."<h2 class="st-heading-2">Amazon Cashes Out</h2>A 13F filing by Amazon showed that the e-commerce giant sold all of the 822,234 AMD shares it held at the end of the second quarter.<h2 class="st-heading-2">What Retail Feels About AMD Stock After Q3 Results</h2>On Stocktwits, retail sentiment toward AMD stock shifted to ‘bearish’ by late Tuesday, following the bearish mood observed a day prior. The message volume also increased to ‘high’ levels.<figure class="image"><img style="aspect-ratio:675/64;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_04_at_8_53_05_PM_png_f663b48a26.webp" alt="Screenshot 2025-11-04 at 8.53.05 PM.png" width="675" height="64"><figcaption>AMD sentiment and message volume as of 8:50 p.m. ET, Nov. 4 | source: Stocktwits</figcaption></figure>Calling the earnings “great,” a bullish user predicted the stock would hit $300 by year-end.<stembedurl>https://stocktwits.com/tucker202/message/634950704</stembedurl>Another user expected analysts to upgrade AMD stock on Wednesday.<stembedurl>https://stocktwits.com/DocDee/message/634947634</stembedurl>AMD stock has gained approximately 107% this year, receiving a significant boost in early October when it struck a multi-billion-dollar, multi-year deal with OpenAI to deploy 6 gigawatts (GW) of AMD GPUs.In a note previewing the results, Morgan Stanley analyst Joseph Moore did not sound optimistic about the near term. The focus will be on next year’s rack-scale MI450, Moore said. “Given the rally, we need very strong outcomes from MI450 to be bullish from here, which remains a show-me situation.”For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/tesla-s-uk-sales-crash-as-european-buyers-flock-to-cheaper-ev-rivals/cL2qRUWR36x">Tesla’s UK Sales Crash As European Buyers Flock To Cheaper EV Rivals; Retail Sentiment Turns ‘Extremely Bearish’</a>

The audience visited the AMD booth at an exhibition in Hangzhou, Zhejiang Province, China on September 24, 2025 

AMD Stock Slides After-Hours Despite Robust Q3 Results, Positive Guidance — Retail Traders Position For Rebound

AMD’s strong results did not serve to offset investors’ negative sentiment toward the stock, with some viewing soft margin guidance as the sore spot. 

<ul class="summary-bullets"><li>Ondas said that Sentry CS has seen rapid growth, with combat-proven deployments across 25 countries, and has achieved fully operational threat mitigation.</li><li>The company expects the transaction to close in November 2025, and the terms of the deal have not been disclosed.</li><li>Last week, Ondas announced a definitive agreement to acquire a controlling interest in 4M Defense, an Israeli smart demining company specializing in advanced demining capabilities.</li></ul>Ondas Holdings Inc. (ONDS) became one of the top trending tickers on Stocktwits and the company’s shares rose 4% in early trading on Tuesday following the announcement that it has entered into a definitive agreement to acquire Sentry CS, an Israel-based company in Cyber-over-RF (CoRF) and Protocol-Manipulation counter-Unmanned Aerial Systems (UAS) technology."The addition of Sentrycs will strengthen our leadership in counter-UAS and solidify Ondas' position as a full-spectrum provider of autonomous defense solutions," said Eric Brock, Chairman and CEO of Ondas Holdings.&nbsp;Ondas expects the transaction to close in November 2025. The terms of the deal were not disclosed.Retail sentiment on Ondas jumped to ‘bullish’ from ‘bearish’ territory compared to a day ago, with message volumes at ‘high’ levels, according to data from Stocktwits.<h2 class="st-heading-2">Sentry CS’ Technology</h2>Ondas said that Sentry CS has seen rapid growth, with combat-proven deployments across 25 countries, and has achieved fully operational threat mitigation."Passive RF detection and tracking are essential to modern layered defense, and Sentrycs brings a proven technology platform already deployed across sensitive airspace, critical infrastructure, and border environments,” Brock said.Brock added that by integrating Sentry CS with Ondas’ Iron Drone Raider system, the company expects to deliver a unified detect-to-defeat solution that addresses the rapidly evolving threat landscape for its defense and homeland security customers worldwide.<h2 class="st-heading-2">Ondas’ Recent Slew Of Acquisitions</h2>Last week, Ondas announced a definitive agreement to acquire a controlling interest in 4M Defense, an Israeli smart demining company specializing in advanced demining capabilities, including robotic systems with terrestrial and subsurface AI-powered intelligence technologies.Ondas had noted that 4M Defense will expand Ondas Autonomous Systems’ addressable market into the large global landmine and UXOs clearance and subsurface intelligence platforms market.The company had also announced the acquisition of a controlling interest in Insight Intelligent Sensors, an Israeli developer of AI-driven electro-optical sensing systems.<a href="https://stocktwits.com/symbol/ONDS">Shares of Ondas</a> have gained over 771% 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/dennys-620-million-deal-oppenheimer-says-not-expecting-competitive-bidding-process/cL28guSR36a">Denny's $620 Million Deal: Oppenheimer Says Not Expecting ‘Competitive Bidding Process’</a>

In this photo illustration, a person holds a smartphone displaying the logo of Ondas Holdings Inc. 

ONDS Stock Rises Following Acquisition Of Israel-Based Sentry CS

Ondas expects the transaction to close in November 2025, and the terms of the deal have not been disclosed.

<ul class="summary-bullets"><li>Currently, H20 is Nvidia’s only approved product for China.</li><li>Bessent noted that Blackwell chips could fall several generations behind as chip technology continues to evolve.</li><li>The U.S. provided an&nbsp;export license to Microsoft for&nbsp;shipping advanced GPUs, including Nvidia GB300 chips.</li></ul>U.S. Treasury Secretary Scott Bessent suggested on Tuesday that NVIDIA Corp. (NVDA) could, in the future, be permitted to sell its high-end Blackwell chips to China as the technology advances.&nbsp;His remarks signal a potential easing of export restrictions if newer, more powerful chips surpass Blackwell’s current capabilities.<h2 class="st-heading-2">When Will Blackwell Chips Be Eligible For Export?&nbsp;</h2>During an interview with CNBC, Bessent highlighted the rapid pace of innovation in the semiconductor industry and noted that Nvidia’s Blackwell chips, which are currently among the most advanced AI processors on the market, could fall several generations behind as chip technology continues to evolve.&nbsp;He noted that within the next 12 to 24 months, Blackwell could become two, three, or four levels down the chip giant’s performance measure, a scenario where the chips might then be eligible for export under U.S. trade rules.<blockquote>"There may be a case down the road. I don't know whether it's 12 or 24 months, given the incredible innovation that goes on at Nvidia, where the Blackwell chips may be two, three, four (levels) down their chip stack in terms of efficacy.”&nbsp;-Scott Bessent, U.S. Treasury Secretary</blockquote>"And at that point, they could be sold off."<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> traded over 1% lower on Tuesday morning. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory. Message volume shifted to ‘high’ from ‘extremely high’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:929/110;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_04_100511_png_1c19a6b34d.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Nov. 4, 2025 | Source: Stocktwits" width="929" height="110"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Nov. 4, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Balancing Innovation With National Security</h2>The administration under President Donald Trump has maintained strict controls on the export of advanced AI semiconductors to China, citing national security concerns tied to artificial intelligence and military applications.&nbsp;Currently, H20 is Nvidia’s only approved product for China. However, the company’s CEO, Jensen Huang, has&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">recently</a> stated that he remains optimistic about eventually selling the new Blackwell AI chips in China.On Monday, the U.S. granted Microsoft (MSFT) an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-allows-microsoft-to-export-nvidia-chips-to-uae/cL2N5QkR3zg">export license</a> to ship advanced GPUs, including Nvidia's A100, H100, and GB300 chips, to the U.A.E.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-cipher-mining-stock-tumble-6-percent-pre-market-today/cL28gvdR36f">Why Did Cipher Mining Stock Tumble 6% Pre-Market Today?</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. 

Scott Bessent Says NVIDIA’s Blackwell Chips May Qualify For China Export As Advanced Models Emerge

Currently, H20 is Nvidia’s only approved product for China.

During an interview with CNBC, Bessent noted that Blackwell chips could fall several generations behind as chip technology continues to evolve.


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