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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 trending due to optimism surrounding its AI technology and potential partnerships, including robotaxis and quantum computing, with community members actively discussing the company's growth prospects and recent announcements around new infrastructure and AI capabilities. Some are pointing to the potential impact of upcoming meetings between Trump and Xi Jinping on NVIDIA's access to the Chinese market. While bullish sentiment is high, concerns about valuation and the sustainability of the AI boom are also present.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending due to a new joint venture with Fluidstack, backed by Google, to develop a hyperscale data center, projecting significant long-term revenue. Community discussions highlight the potential for a short squeeze given the high short interest, coupled with positive analyst ratings and the company's shift towards AI data center infrastructure. Some traders are closely watching price levels and short positions.

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.

Centene Corp.

Centene Corp. is trending due to positive earnings news and raised guidance, sparking optimism among investors after a prior period of uncertainty. The community is actively discussing analyst upgrades and potential price targets, with some bulls envisioning a return to higher price levels. However, some investors remain cautious, pointing to potential headwinds and the broader industry context.

Verizon Communications, Inc. is a holding company, which engages in the provision of communications, information, and entertainment products and services. It operates through the Consumer and Business segments. The Consumer segment provides consumer-focused wireless and wire line communications services and products. The Business segment offers wireless and wireline communications services and products, including FWA broadband, data, video and conferencing services, corporate networking solutions, security and managed network services, local and long-distance voice services, and network access to deliver various IoT services and products. The company was founded in 1983 and is headquartered in New York, NY.

Verizon Communications Inc

Verizon Communications Inc.

Verizon is trending as investors weigh its appeal amid fluctuating market conditions and a high dividend yield. Community discussions involve the company's strategic direction and potential for subscriber growth in a competitive wireless landscape. Some are pointing towards a possible boost for Verizon once interest rates decrease.

Solana is a highly functional open source project that banks on blockchain technology’s permissionless nature to provide decentralized finance (DeFi) solutions. It is a layer 1 network that offers fast speeds and affordable costs. While the idea and initial work on the project began in 2017, Solana was officially launched in March 2020 by the Solana Foundation with headquarters in Geneva, Switzerland.

Solana

Solana is trending as the community discusses potential ETF approvals and new projects building on the network. Positive sentiment is fueled by anticipation of staking rewards becoming more accessible and the potential for a new all-time high. The community is also focused on the "We're All Gonna Make It" ($WAGMI) mentality, emphasizing long-term growth and community support.

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 is trending as United Therapeutics reported strong Tyvaso DPI sales, fueling speculation about its impact on MNKD's royalties and potential future collaborations. The community is buzzing over the potential for MNKD to improve on Tyvaso DPI using its Isperse technology, while also debating the performance and leadership of the current CEO. Bullish investors express confidence in the pipeline and future growth, while others voice concerns about past performance and call for leadership changes.

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 due to a major $5 billion partnership with Brookfield to power AI data centers, driving significant investor optimism. The community is buzzing about the potential for substantial revenue growth and a possible short squeeze, though some express concerns about high valuation multiples and profitability. Overall, the stock's surge reflects the increasing demand for clean and reliable on-site power solutions in the rapidly expanding AI sector.

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 following news of a significant investment from Nvidia to advance AI and 6G technologies, sparking excitement about potential growth. Community members are discussing the long-term implications of the partnership and comparing Nokia's potential to other tech companies. This collaboration aims to boost connectivity and efficiency, potentially redefining Nokia's role in the telecom space.

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 results and evaluate the potential impact of AI-driven cloud growth. Community discussions revolve around the company's strong position in AI, partnerships like OpenAI, and the possibility of a stock split. Traders are weighing the stock's steady performance against the more volatile gains of its tech peers.

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 ($PLTR) is trending as investors discuss its potential following a partnership announcement with Nvidia, which the community views as a major endorsement. Bullish sentiment highlights Palantir's AI capabilities and potential for long-term growth, while bears cite valuation concerns and the stock's rapid price appreciation. Anticipation is building ahead of upcoming earnings, with some expecting positive results to propel the stock higher.

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<ul class="summary-bullets"><li>According to a Reuters report, Oracle CEO Mike Sicilia emphasized there is real value in artificial intelligence as demand far outpaces supply.</li><li>Bank of America pegs Oracle as the emerging ‘fourth hyperscaler’ in the market.</li><li>Koyfin data shows Wall Street has an average price target of $345 for Oracle, implying a potential upside of 21% from current prices.&nbsp;</li></ul>Oracle (ORCL) CEO Mike Sicilia reportedly said on Tuesday that fears of an ‘AI bubble’ are overblown.Speaking at the annual Future Investment Initiative (FII) summit in Riyadh, as cited by&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/oracle-says-there-is-real-value-ai-demand-far-outpaces-supply-2025-10-28/">Reuters</a>, Sicilia emphasized there is real value in artificial intelligence as demand far outpaces supply.&nbsp;<a href="http://stocktwits.com/symbol/ORCL">ORCL’s stock</a> traded flat in pre-market trade, with retail sentiment on Stocktwits around the company trending in ‘bearish’ territory<h2 class="st-heading-2">Oracle As The ‘Fourth Hyperscaler’</h2>Oracle’s AI growth strategy has been fueled by major cloud agreements, including a multi-year partnership with OpenAI to develop Stargate AI. The company has also announced plans with AMD to stand up a publicly available AI supercluster with 50,000 AMD Instinct MI450 GPUs beginning in calendar Q3 2026.Sicilia’s comments come amid an expanding AI landscape, where software giants are competing to provide both cloud infrastructure and application-level AI solutions. Analysts have&nbsp;tagged Oracle as the emerging ‘fourth hyperscaler’ with planned capital&nbsp;expenditure&nbsp;of over $300 billion by 2030, following Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOG/GOOGL).According to a note by the Bank of America,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://finance.yahoo.com/news/oracle-reaches-hyperscaler-heights-300-104606841.html">cited</a> by Benzinga, Oracle's accelerated investments in GPU infrastructure and data center capacity position it to compete better. The firm estimates Oracle's cumulative capital expenditures will exceed $300 billion by fiscal 2030. It has a ‘Buy’ rating on the stock with a price target of $368.Koyfin data shows Wall Street has an average price target of $345 for Oracle, implying a potential upside of 21% from current prices. Out of the 43 analysts covering the stock, 30 give it ‘Buy’-equivalent ratings, while 12 recommend ‘Hold’, and only one analyst recommends selling the stock.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-holds-near-114-k-ahead-of-fed-rate-decision-sol-xrp-edge-higher/cLGjgObR3H9">Bitcoin Holds Near $114K Ahead of Fed Rate Decision — SOL, XRP Edge Higher</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Oracle Corporation is a leading American multinational technology company known for its enterprise software, database management systems and cloud computing solutions

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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

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