Nvidia sentiment sours on Reddit while Meta and Microsoft heat up

As seen on the 24/7 Wall St. homepage on September 28, 2026.

Reddit's most-discussed stocks · Sep 28 9:35am ET

1NVDAsplit72 comments · 465 upvotes
2DISbearish43 comments · 347 upvotes
3SPYsplit97 comments · 192 upvotes
4CMGbullish90 comments · 129 upvotes
5METAbullish139 comments · 372 upvotes

MSFTheating up

NVDAsouring fast

Nvidia is still the board's busiest chip name, but the mood there is souring fast even as Microsoft chatter heats up. Meta draws the heaviest traffic of the day at 139 comments with traders leaning bullish, while Disney is the clear downbeat name.

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Nvidia carries the most divided crowd on the board today, drawing 72 comments with sentiment landing in split territory. When a name this prominent stops generating consensus, traders are waiting for a catalyst.

Meta is the day's standout by raw traffic, pulling in 139 comments with the crowd leaning bullish. That is the highest comment count of any ticker tracked today, and the bullish tilt gives the activity real weight.

Disney is the session's clearest downbeat name, with 347 upvotes behind an unambiguous bearish lean. For a company of Disney's size, that kind of one-sided Reddit sentiment is a signal worth keeping an eye on.

Chipotle draws 90 comments with the crowd tilting bullish, while SPY, the broad market proxy, sits in split territory and reflects genuine disagreement about near-term market direction. Microsoft is the rising name to watch, with chatter heating up before it ranks among the top movers by volume.

Sources

Mentioned: NVDA, META, DIS, MSFT, CMG

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David Sacks @davidsacks Quote post

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The White House AI czar is backing Nvidia's new safety platform as the answer to the rogue-agent breaches, signaling Washington wants guardrails built in silicon instead of slowing development.

Nvidia’s OpenShell announcement is a reminder that agent safety is an engineering problem. Recent breakouts weren’t proof that development must stop. They were proof that the sandbox was too weak. The runtime environment was poorly designed and misconfigured. The right response https://t.co/98NSeJL8U7 [Quoted @JensenHuang]: Today, with over 100 industry partners, we introduced the NVIDIA Open Agent Safety Platform, bringing together OpenShell and Sentry. Artificial intelligence is extraordinary technology that will advance discovery, productivity, security, health, and prosperity for generations to https://t.co/dReAxwpRUn

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PRESS RELEASE NVIDIA

7:00am ET

NVIDIA Announces a $150 Billion Share Repurchase Authorization Increase

The board just committed to buying back $235 billion of stock through fiscal 2028, a standing bid under roughly 4% of the company's market cap. Jensen Huang framed it as cash generation strong enough to fund the AI buildout and return capital at the same time.

PRESS RELEASE NVIDIA

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MSFT Microsoft

Regular session

Sep 25, 11:20am ET

$516.67

+3.64% open $498.50

A 3.64% intraday move to $516.67 is a big day for a $3.8 trillion company, adding more market value in hours than most S&P names carry outright. Whether it holds into the close is the thing to watch.

Reddit's most-discussed stocks · Sep 25 Sep 25, 9:35am ET

1METAbullish392 comments · 1.4K upvotes
2TLTbearish177 comments · 943 upvotes
3NVDAsplit62 comments · 293 upvotes
4GOOGLsplit64 comments · 145 upvotes
5SBUXbearish97 comments · 269 upvotes

AMDsouring

Meta is the day's magnet on Reddit with 392 comments and traders leaning bullish, while the long-bond fund and Starbucks draw the complaints. Nvidia and Alphabet split the room, and chatter on AMD keeps souring.

PODCAST Mad Money w/ Jim Cramer Jim Cramer · 44 min

Sep 24, 7:02pm ET

Mad Money w/ Jim Cramer 9/24/26

Cramer pushes back on index-fund supremacy, calling the absolutist version of it wrong
Still recommends 50% of savings in an S&P 500 fund as a hedge against your own mistakes
Argues the S&P holds far fewer than 500 good stocks, so you buy the bad with the good
Caller questions on portfolio structure for young investors, 529 plans, and retirement vs. mad money

Put half in an index fund as insurance, the other half in individual names you have actually done the homework on. Cramer's case is that an S&P 500 fund gives you 8% to 10% a year and mediocrity alongside the winners, which is why he says it will not make you rich on its own.

the digital-ads duopoly · 1y Sep 24, 6:00pm ET

$10K invested in each — worth today:

GOOGL$13.9K1.4×

META$10.2K1.0×

A $10,000 stake in Google grew to $13,872 over the past year, while the same amount in Meta reached $10,239. Picking the wrong half of the ad duopoly cost $3,633 in twelve months.

META Meta

Sep 24, 6:00pm ET

New 52-week high $777.59 +2.4% vs prior high · 2025-09-24

Meta just set a fresh 52-week high at $777.59, 2.39% above the prior peak from exactly a year ago, with the stock landing there the same day its Connect 2026 announcements hit. A full year of chop is now resolved to the upside.

Biggest movers · At the close Sep 24, 4:11pm ET

Gainers

BRKRBruker$64.13+7.5%
TEMTempus AI$82.15+7.3%
IONQIonQ$45.01+5.8%
AFRMAffirm$71.54+5.1%
METAMeta$778.35+4.6%

Losers

ARMArm$304.35-8.5%
APPSDigital Turbine$10.94-5.2%
GPROGoPro$1.25-4.6%
GMGeneral Motors$80.22-4.2%
SNDKSanDisk$1,753.24-3.5%

Arm's 8.5% slide was the deepest move in a 111-stock priority list at Wednesday's close, with Bruker leading the upside at 7.5%.

Reddit's most-discussed stocks · Sep 23 Sep 23, 9:35am ET

1RIVNbearish716 comments · 1.2K upvotes
2AMDsplit273 comments · 1.8K upvotes
3SPYsplit242 comments · 1.4K upvotes
4METAbullish213 comments · 996 upvotes
5NETsplit79 comments · 802 upvotes

METAheating up fast

SPYsouring fast

Rivian is drawing more heat than anything else on the board with 716 comments, and the mood there is bearish. Meta is the one traders are warming to fast, while the broad market ETF is going the other way.

Reddit's most-discussed stocks · Sep 22 Sep 22, 9:35am ET

1METAsplit408 comments · 528 upvotes
2SPYbullish281 comments · 485 upvotes
3NVDAsplit101 comments · 423 upvotes
4ASTSsplit181 comments · 193 upvotes
5RKLBsplit181 comments · 193 upvotes

AMDheating up

RKLBsouring fast

Meta drew 408 comments today and the crowd still cannot agree on it, with Nvidia just as divided while the S&P 500 ETF stays the one clear bullish call. AMD is heating up in the chatter and Rocket Lab is souring fast.