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Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Morgan Stanleys designation of Amazon as a top pick, alongside optimism about AWS growth and AI initiatives such as Trainium, is driving attention. Many traders welcomed the sharp move, while others questioned the rally or discussed taking profits and looking for a pullback.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine is surging after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial for erythropoietic protoporphyria, strengthening the companys path toward an FDA resubmission. Traders are broadly bullish and debating a possible short squeeze, while some cite dizziness concerns and potential profit-taking.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Sea shares are drawing attention after a sharp slide and technical breakdown, with traders repeatedly pointing to insider share sales as added selling pressure. Some view the sales as planned and the decline as disconnected from the companys growth, while others worry about management confidence and cite broader Southeast Asian market and oil-related risks.

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

ImmunityBio Inc

IBRX is drawing attention for a sharp selloff despite the FDAs expanded ANKTIVA approval for papillary bladder cancer and encouraging long-term trial data. Traders debate whether the decline reflects sell-the-news profit-taking and broader biotech weakness, while others blame options-related pressure or short selling; concerns about revenue growth and future dilution also surface.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs stronger-than-guided third-quarter results and upbeat 2027 EBITDA outlook have driven a sharp rally, with traders also pointing to short-covering and higher steel prices. The reaction is divided: bulls see room for continued gains, while skeptics warn the rally could fade and question whether the outlook can overcome the companys debt concerns.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras is drawing attention after a steep post-IPO selloff, with traders citing share-unlock and insider-selling pressure, valuation and growth concerns, and broader weakness in AI and semiconductor stocks. Bulls are buying the dip and arguing the decline is overdone, while bears warn that selling could continue.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Goldman Sachs upgrade of CoreWeave to Buy after a sharp selloff sparked a rebound attempt, but traders debated whether the call could overcome persistent selling. The main divide is between optimism about AI-compute demand and contracted backlog, and concern that heavy debt and financing costs could threaten the business.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

Almonty is drawing attention after a sharp selloff around its investor day, with traders divided over CEO Lewis Blacks presentation: some found the remarks positive, while others read his delivery as a sign of undisclosed problems. Bullish holders continue to cite the Sangdong production ramp and tungsten-supply outlook, while skeptics are focused on execution and the lack of clear reassurance.

Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

Sunrun Inc

Sunruns continued share-price decline and heavy short interest dominate the discussion, with traders debating whether rate-sensitive solar-sector pressures and weak guidance outweigh the companys storage, virtual-power-plant, and AI data-center potential. Some see a possible short squeeze or recovery, while others expect further downside.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Attention centers on the FDA-cleared expansion of Alpha Taus REGAIN trial for recurrent glioblastoma and anticipated clinical data at the SNO meeting. Traders are bullish on early tumor-control findings and the broader pipeline, though some note the evidence comes from a small initial cohort.

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QCOM, AVGO, NVDA Stocks In Focus As ByteDance Reportedly Closes In On A MediaTek Pact For AI Data Center Chips

Equity

MediaTek’s potential deal with ByteDance highlights the growing competition in custom AI chips.

META Stock Muted After Report Of Trump’s Purchase: Meta Bans TikTok Ads in US, Six Other Regions 

The move comes close on the heels of TikTok removing dedicated Instagram links from user profiles.


NVDA Stock In Focus: China Reportedly Weighs Letting ByteDance, Alibaba Buy Some Nvidia AI Chips

Nvidia’s potential China opening adds another catalyst for investors as Beijing weighs purchases of the company’s lower-end GPUs.


Chinese Tech Giants Pivot Away From Gaming To Fuel Artificial Intelligence Race 

Alibaba, ByteDance, and Tencent are shedding noncore gaming and retail holdings to concentrate capital on data infrastructure and artificial general intelligence. 

Why Is QCOM Stock Rising Premarket?

The chipmaker is reportedly in talks with ByteDance about a deal for its chip design services.


Extremely Bullish Sentiment

<ul class="summary-bullets"><li><a class="mention" data-mention="$BYTEZZX.P" data-symbol-id="BYTEZZX.P" href="https://stocktwits.com/symbol/BYTEZZX.P" target="_blank">ByteDance</a> is close to contracting MediaTek for AI data center chips, Bloomberg reported.</li><li>Earlier this year, ByteDance agreed to buy millions of AI chips from Qualcomm.</li><li>Retail sentiment was ‘bearish’ on QCOM and ‘extremely bearish’ on AVGO and NVDA on Thursday.</li></ul>Qualcomm (QCOM) and Broadcom (AVGO) shares are in focus after a Bloomberg report said ByteDance is close to a deal to buy custom AI chips from Taiwan’s MediaTek for its data centers.MediaTek would supply ByteDance with application-specific integrated circuits (ASICs), which are designed for particular computing tasks. MediaTek is a major vendor for Google’s tensor processing units (TPUs).The deal is a competitive signal for Qualcomm and Broadcom. ByteDance agreed earlier this year to buy millions of AI chips from Qualcomm, while it would give&nbsp; MediaTek a stronger foothold in a market where Broadcom is already well established.&nbsp;Nvidia (NVDA) could also face pressure if ByteDance shifts more AI workloads to custom ASICs, reducing its reliance on GPUs, although U.S. export restrictions on advanced chips are already forcing Chinese companies to look for alternatives.<h2 class="st-heading-2">ASIC Chips Market</h2>Demand for ASICs has grown as AI companies seek alternatives to general-purpose GPUs, with major cloud providers such as Amazon and Google and AI developers increasingly investing in their own chips to cut costs.Bloomberg reported that ByteDance is considering capital expenditure of up to $70 billion this year, more than double last year’s total, as it builds out its AI infrastructure.&nbsp;MediaTek expects AI-chip sales to reach about $2 billion this year and is targeting 15% of an $80 billion market next year, according to Bloomberg.&nbsp;<h2 class="st-heading-2">Global Chip Rout</h2>Global semiconductor stocks extended their selloff on Thursday as hotter-than-expected U.S. inflation data heightened interest-rate concerns, compounding worries about AI spending and intensifying Chinese competition.The iShares Semiconductor ETF (SOXX) fell for a seventh consecutive session on Wednesday and dropped 1.7% overnight, while South Korea’s Kospi tumbled more than 7% on Thursday, with Samsung and SK Hynix among the biggest decliners.&nbsp;AVGO, AVGO and NVDA were down 0.7% to 1.3% overnight ahead of Thursday’s session.&nbsp;<h2 class="st-heading-2">Retail View On QCOM, AVGO, NVDA</h2>On Stocktwits, the retail sentiment was ‘bearish’ for QCOM, and ‘extremely bearish’ for AVGO and NVDA.“NVDA all I can say is the stock market is bipolar. One day Nvidia is changing planet earth and next world is going bankrupt. The amount of manipulation is unreal. It’s not even weeks but days that story lines change,” a trader&nbsp;<a href="https://stocktwits.com/Co8bra/message/666554694">wrote</a>.&nbsp;Year to date, QCOM stock is up 2.5%, while AVGO is up 0.5% and NVDA is up 19%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Qualcomm booth is seen during 2026 Mobile World Congress (MWC) on March 2, 2026 in Barcelona, Spain. (Photo by VCG/VCG via Getty Images)

Broadcom Inc

ByteDance

Qualcomm, Inc.

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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ByteDance is a technology company that builds and operates a family of digital platforms focused on content creation, discovery, and sharing, using algorithms to personalize user experiences across media formats such as short videos, news, and creative tools. It develops and supports a wide range of consumer-facing applications and services that enable people to make, interact with, and distribute content in engaging and intuitive ways.

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