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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.

NVIDIA Corp

NVIDIA is surging, nearing a $5 trillion market cap, driven by announcements around new AI deals and partnerships with companies like Palantir and Uber. Community chatter revolves around the potential impact of these partnerships and the possibility of a deal with China, with some analysts suggesting significant upside. Some investors remain cautious, pointing to concerns about valuation and the cyclical nature of the semiconductor industry.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending amid discussions of its AI capabilities, particularly following news of a partnership with Nvidia that is expected to drive significant revenue. The collaboration focuses on integrating Nvidia's chips and software into Palantir's platforms to enhance decision-making in logistics and supply chain management, sparking bullish sentiment and speculation about Palantir's potential market cap growth.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending after news of Nvidia's significant equity investment and partnership to advance AI-driven 5G and 6G technology, with the community speculating on price targets and potential long-term impact. Discussions also involve the broader implications for AI in telecommunications and Nokia's role in the evolving tech landscape. Some traders are also noting the high trading volume and potential short squeeze.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid is trending amid discussions about Gravity SUV deliveries, new partnerships, and concerns over potential dilution. Community members are weighing the company's growth prospects against its cash burn rate and production targets. Recent collaborations and expansion plans are also being actively discussed.

Another token of MartyrFi narrative to remember Tyke the Elephant. She was a female African bush elephant captured as a baby and shipped to the United States, where She was brutalised and instilled fear upon during the training for the circus, and shot 87 times whilst on the streets of Honolulu, Hawaii. She died of her injuries. She was forgotten but she will have a special place in our hearts forever  The token is built to remember and honour Tyke the elephant. The project is also built around being charitable towards elephants who may go through the same sort of abuse.

Tyke The Elephant

Tyke The Elephant ($TYKE) is gaining attention, particularly for its association with Phantom Wallet. The community is using bullish language like "moonshot" and "rocket" while emphasizing early entry and strong breakout potential. The coin's connection to popular cryptocurrencies like Bitcoin and Solana is also being highlighted.

Richtech Robotics, Inc. engages in the development of robotic technologies. The firm designs, manufactures, and sells robots to restaurants, hotels, senior living centers, casinos, factories, and movie theaters. Its robots perform a variety of services including restaurant running and bussing, hotel room service delivery, floor scrubbing and vacuuming, and beverage and food preparation. The company was founded by Zhen Wu Huang and Zhen Qiang Huang on July 19, 2016 and is headquartered in Las Vegas, NV.

Richtech Robotics Inc. - Ordinary Shares - Class B

Richtech Robotics Inc.

Richtech Robotics ($RR) is trending due to its partnership with the Vegas Golden Knights and anticipation surrounding its humanoid robot reveal at NVIDIA's GTC conference. The community is actively discussing the potential of AI and robotics in sports and hospitality, with differing opinions on the company's long-term prospects versus short-term volatility. Some skepticism exists around the robots being genuine and the company's overall valuation.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy ($BE) is trending following news of a significant partnership with Brookfield to power AI data centers, sparking optimism about the company's role in meeting the increasing energy demands of AI. Community discussions revolve around the potential for sustainable growth and whether the current valuation reflects reality, with some pointing to a possible short squeeze due to high short interest.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors anticipate upcoming earnings, with discussions focusing on the potential impact of its AI ventures and Azure cloud services on financial results. Community members are debating whether the stock can break resistance levels and reach new highs, while also assessing its valuation in comparison to peers. The prevailing sentiment suggests that a positive earnings report could trigger a significant price surge, further solidifying its position in the tech sector.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

Lumen Technologies is trending as traders discuss a potential short squeeze and increased buying volume, potentially leading to a significant price increase. The community is closely watching for upcoming earnings and speculating on potential catalysts, including partnerships and AI-related developments. Some investors see LUMN as undervalued and essential for AI infrastructure.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending due to optimism surrounding AI, fueled by Nvidia's potential partnerships and overall tech sector strength, although some community members are pointing out the narrower market breadth. Ongoing discussion centers on the impact of anticipated Fed decisions and upcoming earnings reports from major tech companies. Some traders are wary of a potential pullback or correction given the overbought conditions.

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Can Centene's Q3 Earnings Escape Industry's Cost Headwinds?

CNC braces for Q3 results as revenue growth may be offset by rising medical costs and shrinking Medicaid memberships.

Stock Market Today: Stocks Sink, Oil Surges After U.S. Imposes New Russian Sanctions

This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here.Happy Thursday. This is TheStreet's Stock...

Wellcare Enhances Offering of Affordable, Quality Medicare Advantage and Medicare Prescription Drug Plans in 2026

Wellcare Enhances Offering of Affordable, Quality Medicare Advantage and Medicare Prescription Drug Plans in 2026 Wellcare Enhances Offering of Affordable, Quality Medicare Advantage and Medicare...

Mizuho Securities raised price targets on several large U.S. health insurers following the release of the latest Medicare Advantage star ratings, noting improved visibility into earnings.Analyst Ann Hynes raised her target on CVS Health to $88 from $76, UnitedHealth to $430 from $300, Elevance Health to $420 from $342 and Humana to $345 from $300 and maintained an 'Outperform' rating on all four stocks. The firm also lifted Centene’s target to $40 from $28 with a 'Neutral' rating.Hynes said the target changes were driven by a broader rotation into the healthcare sector after the U.S. government released its 2026 quality ratings for Medicare Advantage and prescription drug plans, which help determine bonus payments to insurers.Barclays also raised its price targets in the group, lifting UnitedHealth’s to $386 from $352 and Elevance Health’s to $395 from $373, both with Overweight ratings. The firm said Medicare remains the most stable business line, Medicaid the most uncertain, and Affordable Care Act exchanges are improving both “fundamentally and from a policy perspective.”CVS Health’s Aetna unit led with over 81% of members in top-rated programs, followed by UnitedHealth at 78%, Elevance at 55%, and Humana at 20%, according to federal data and company disclosures.In all, 64% of Medicare Advantage members with drug coverage are signed up for plans that get four or five stars, Oppenheimer said. The Centers for Medicare &amp; Medicaid Services rates plans on metrics including patient satisfaction, and performance on cancer screenings and management of chronic conditions, among others, according to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/legal/litigation/cvs-says-over-81-members-are-high-rated-medicare-advantage-plans-2026-2025-10-09/">report</a>.Four and five-star plans receive bigger government payments that could add up to billions of dollars and have a financial impact in 2027, Oppenheimer said. The research firm added that results broadly matched expectations following company pre-announcements.&nbsp;Elevance showed one of the largest year-over-year gains, with 55% of its membership now in plans rated four stars or higher, up from 40% a year ago, while CVS said 63% of Aetna members are in 4.5-star plans. UnitedHealth said 40% of its members are in 4.5-star plans, and Humana reported 1.2 million members in highly rated offerings.Centene’s Wellcare CEO Michael Carson said the company was encouraged by progress in its star ratings.On Stocktwits, retail sentiment was ‘bullish’ for CVS Health amid ‘normal’ message volume, while sentiment for UnitedHealth, Elevance Health, Humana, and Centene was ‘bearish’ with ‘low’ message volume.So far this year, CVS Health shares are up 77%, while Humana has gained 16%. In contrast, UnitedHealth is down 26%, Elevance Health has slipped 2%, and Centene has dropped 38%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the United States Medicare logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

CVS, UnitedHealth, Elevance, Humana Gain Price Target Hikes On Wall Street After Medicare Star Ratings Update

Barclays raised targets on UnitedHealth and Elevance, saying Medicare remains the most stable business line, Medicaid the most uncertain, and Affordable Care Act exchanges are improving both fundamentally and from a policy standpoint.

Equity

CVS Health's Aetna Advances Initiative to Curb Hospital Readmissions

CVS company, Aetna, expands its Aetna Clinical Collaboration program to 10 hospitals, aiming to cut readmissions and ease hospital workloads.

Centene Sits at 13.25X P/E: Time to Load Up or Look Away for Now?

CNC's low 13.25X P/E may look attractive, but falling margins, heavy debt and shrinking memberships paint a tougher picture.

Centene Corporation (CNC) announced on Thursday that the company’s business and financial results through August are consistent with its full-year forecast.The company <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/ix?doc=/Archives/edgar/data/0001071739/000107173925000168/cnc-20250911.htm">said</a> in a filing with the U.S. Securities and Exchange Commission that members of its management will discuss the company’s financial results through August at the Deutsche Bank 2025 Healthcare Summit on Thursday. These results, it said, are consistent with the company’s outlook from the July second-quarter earnings call, which stated that it expects full-year adjusted and diluted earnings per share of $1.75.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/CNC">CNC stock</a> jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘high’ to ‘extremely high’ levels. Shares of the company traded 10% higher at the time of writing.<figure class="image"><img style="aspect-ratio:576/61;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_11_at_11_29_55_AM_png_418f9b242e.webp" alt="CNC's Sentiment Meter and Message Volume as of 11:30 a.m. ET on Sept. 11, 2025 | Source: Stocktwits" width="576" height="61"><figcaption>CNC's Sentiment Meter and Message Volume as of 11:30 a.m. ET on Sept. 11, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user sees the rally as the beginning of a recovery back to $50.<stembedurl>https://stocktwits.com/Hornito/message/628314829</stembedurl>Another user expressed optimism that the stock could reach as high as $70.<stembedurl>https://stocktwits.com/Zado148/message/628307192</stembedurl>“...the Medicaid results for July and August were supportive of the HBR (health benefit ratio) improvement trajectory that we're looking for in the back half of the year,” Centene CEO Sarah London said at the event, according to the transcript provided by Fiscal AI. She also added that the medicare segment continues to be on track for the roughly $700 million of improvement the company talked about in July.After the company’s second-quarter earnings fell below Wall Street estimates, London had <a href="https://stocktwits.com/news-articles/markets/equity/centene-reports-unexpected-q2-loss/chobP3PR5w5">said</a> in July that the company has a clear understanding of the trends that impacted its quarterly performance and is working with urgency to restore its earnings trajectory.CNC stock is down by 43% this year and by about 53% over the past 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wolfpack-research-reveals-short-position-in-faraday-future/chwNmHARdvm">Wolfpack Research Reveals Short Position In EV Maker Faraday Future</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration a Centene Corporation logo seen displayed on a smartphone with the stock market information of Centene Corporation in the background. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)

Centene Stock Rises After Insurer Reaffirms Full-Year Guidance: Retail Sees Stock Rallying Up To $70

The company said that its July and August results are consistent with the company’s outlook from the July second-quarter earnings call.

CVS Health Makes Headway in Stabilizing Aetna: What's Driving It?

CVS makes progress in stabilizing Aetna with leadership, risk management and operational changes.

Humana Wins TVH Assets in Bankruptcy Sale, But Cut Points Drag Shares

HUM scoops up $68M Florida care centers, but star rating hurdles send shares tumbling 12%. Can HUM turn risk into reward?

UnitedHealth Finds Its Stars, Soars 8.6% as Humana Trips on Cut Points

UNH surges 8.6% as it projects stable Medicare Advantage star ratings, easing investor worries over performance.

Centene Corp. is a healthcare enterprise, which engages in the provision of programs and services to government sponsored healthcare programs. It operates through the following segments: Medicaid, Medicare, Commercial, and Other. The Medicaid segment includes the Temporary Assistance for Needy Families program, Medicaid Expansion programs, the Aged, Blind or Disabled program, the Children's Health Insurance Program, Long-Term Services and Supports, Foster Care, Medicare-Medicaid Plans, which cover beneficiaries who are dually eligible for Medicaid and Medicare, and other state-based programs. The Medicare segment consists of Medicare Advantage, Medicare Supplement, Dual Eligible Special Needs Plans, and Medicare Prescription Drug Plans. The Commercial segment is involved in the Health Insurance Marketplace product along with individual, small group, and large group commercial health insurance products. The Other segment refers to pharmacy operations, Envolve Benefit Options’ vision and dental services, clinical healthcare, behavioral health, the TRICARE program, and corporate management companies. The company was founded in 1984 and is headquartered in St. Louis, MO.

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