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NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending due to mixed reactions to its latest earnings report, particularly lowered Q4 guidance despite improvements in margins and reduced losses. The community is debating the significance of the guidance cut, with some interpreting it as strategic under-promising, while others worry about the path to profitability and potential cash flow issues. Overall, discussion revolves around NIO's financial health, delivery targets, and competitive positioning in the EV market.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending as traders discuss a potential breakout, driven by optimism around AI and foundry prospects. Community members are pointing to potential deals and government backing as catalysts, while also debating whether the stock is undervalued relative to competitors like Nvidia and AMD. Some are skeptical of the AI bubble, but see Intel as a safe haven with American-based manufacturing.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending as investors react to mixed earnings results, focusing on the company's revenue beat and significant AI-driven cloud growth. Community discussion centers on the potential of Alibaba's AI investments, particularly the Qwen app, to drive future growth, while some are wary of profit declines due to heavy investments. The stock's movement reflects the ongoing debate about the balance between near-term profitability and long-term growth in the competitive tech and AI landscape.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is trending following news of Meta potentially utilizing Google's TPUs, which some see as a challenge to Nvidia's dominance in AI chips. The community is buzzing about the implications for competition in the AI space, with some highlighting GOOGL's potential to become a leader, while others remain skeptical of the long-term impact. Additionally, there's discussion around Warren Buffett's investment and Google's AI advancements with Gemini.

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 amid discussions around competition from Google's TPUs, potentially impacting its dominance in the AI chip market, with some interpreting this as a buying opportunity while others express concern over future growth. Skepticism from figures like Michael Burry adds to the debate, as the community analyzes the long-term implications for NVDA's valuation and market position. Overall, the conversation revolves around whether this marks a fundamental shift in the AI landscape or a temporary setback for the leading chipmaker.

Alphabet Inc - Ordinary Shares - Class C

GOOG is trending as community members discuss its potential to overtake NVDA in the AI race, fueled by positive sentiment around its Gemini AI model and its custom TPU chips. Some investors are noting that Buffet has a stake in the company. There is also discussion on analysts' price targets, with some seeing further upside despite recent gains.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending amid discussions about its role in AI, particularly regarding Google's TPUs and potential partnerships, with the community weighing its prospects against competitors like Nvidia. Bullish sentiment is fueled by analysts setting high price targets and anticipating strong earnings, while some caution that the stock may be overvalued or due for a pullback. High trading volume and notable options activity also contribute to the stock's current buzz.

Jiayin Group, Inc. engages in the operation of an online individual finance marketplace in China, which connects individual investors and individual borrowers. The company was founded by Dinggui Yan in 2011 and is headquartered in Shanghai, China.

Jiayin Group Inc - ADR

Jiayin Group Inc.

Jiayin Group (JFIN) is trending due to positive community sentiment surrounding its earnings report and perceived undervaluation, with some anticipating significant price movement. Discussions highlight the company's low P/E ratio and potential for dividend payouts, while also noting market volatility. Community members are also discussing the possibility of regulatory impacts on Chinese fintech companies.

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SRRL is trending as social media conversations highlight its steady price action and clean chart patterns, with many noting the "quiet accumulation" and "methodical movement." The community is closely watching the trendline and anticipating a potential breakout, while also discussing where to purchase the crypto. However, some users are warning about potential pump and dump schemes.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending due to recent momentum and sector rotation, with discussions focusing on its potential as a low-float crypto play and AI infrastructure stock. Community members are also highlighting the company's assets, power capacity, and possible undervaluation relative to peers, speculating about a potential short squeeze or acquisition. The stock's recent price movement and potential catalysts, such as news regarding NASDAQ compliance and developments in legacy legal matters, are also driving interest.

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Creative Planning Raises Position in Axcelis Technologies, Inc. $ACLS

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Primecap Management Co. CA Purchases 17,230 Shares of Axcelis Technologies, Inc. $ACLS

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Axcelis Technologies, Inc. engages in the manufacture of capital equipment for the semiconductor chip manufacturing industry. Its ion implantation systems product line includes high and medium current, and energy implanters. It also offers post-sales equipment service and support, such as spare parts, equipment upgrades, used equipment, maintenance services, and customer training. The company was founded in 1978 and is headquartered in Beverly, MA.

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