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PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending following a significant plunge after an earnings miss and weak guidance, compounded by a CEO shake-up. The community is sharply divided, with some calling it an obsolete "dinosaur" while others view its low valuation and strong cash flow as a compelling buying opportunity.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending due to strong Q2 financial results and significantly raised full-year revenue outlook, fueled by robust AI server demand. While investors celebrate explosive growth, the community actively debates the implications of declining gross margins on the stock's valuation amidst rapidly expanding sales.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending after beating earnings and revenue estimates, but a significant after-hours sell-off has ignited community debate, with many viewing it as market manipulation to destroy options before a rebound, while others point to high AI growth expectations and perceived modest guidance as catalysts for the dip.

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 amidst reports of US security reviews stalling its H200 AI chip sales to China, leading to paused orders, while community discussion focuses on CEO Jensen Huang's denials of "drama" surrounding the company's significant investment plans with OpenAI.

Magnite, Inc. provides a technology solution to automate the purchase and sale of digital advertising inventory for buyers and sellers. It features applications and services for digital advertising sellers including websites, mobile applications, and other digital media properties. The company was founded by Frank Addante, Duc Chau, Craig Roah, Julie Mattern and Brian D. Baumgart on April 20, 2007 and is headquartered in New York, NY.

Magnite Inc

Magnite (MGNI) is trending amidst deep investor frustration over its sharp stock decline, which many attribute to market manipulation despite its growing Connected TV (CTV) segment and strategic partnerships with major streamers. The community is actively discussing upcoming earnings and the potential for significant upside from anticipated Google antitrust remedies, while criticizing management's conservative outlook.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma ($FIG) is trending amid a sharp price decline to new lows, with community discussions largely centered on significant insider selling and the impending impact of lock-up expirations. While bulls view the current valuation as a compelling buying opportunity for a leading design platform integrating AI, bears are concerned about fundamental challenges and the stock potentially being rendered obsolete by broader AI advancements.

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 C

Alphabet is actively trending ahead of its highly anticipated earnings, fueled by community debate over its positioning as the leading AI player against competitors and the mixed sentiment surrounding Waymo's recent valuation surge alongside new safety investigations.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is trending due to the ongoing 'AI killing software' narrative, which has led to widespread selling pressure across the SaaS sector and sent its stock to multi-year lows. Despite this bearish sentiment, many investors view the current valuation as a compelling long-term buying opportunity, citing Adobe's strong fundamentals and potential to integrate AI effectively.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is trending after an unexpected pre-release of cautious 2026 guidance, projecting a sales and profit decline, triggered a sharp market sell-off. The community is deeply divided between those panicking over intensifying competition and pricing pressures in the GLP-1 market, and those viewing it as a significant "buy the dip" opportunity.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is trending after reporting stronger-than-anticipated earnings and providing upbeat guidance, which is fueling investor enthusiasm and discussions around a significant short squeeze due to high short interest. The community is also noting the company's recent advancements in commercial microinverters and bidirectional EV charging, signaling a potential turnaround and broader solar sector recovery.

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ETFs to Play the Potential $10 Trillion Nuclear Surge

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Shares of Oklo (OKLO) hit a new record on Tuesday, reaching a high of $85.20, after a report that the U.S. is planning to set up a nuclear reactor on the moon.&nbsp;&nbsp;<a href="https://stocktwits.com/symbol/OKLO">Oklo’s stock</a> was up more than 7% at the time of writing, having pared some gains to trade at $81.70.&nbsp;On Stocktwits, retail sentiment around the stock moved higher over the past day, but remained in ‘bearish’ territory.&nbsp;The jump comes after Politico&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.politico.com/news/2025/08/04/nasa-china-space-station-duffy-directives-00492172">reported</a> late Monday that Transportation Secretary and interim NASA head Sean Duffy plans to unveil expedited plans for a nuclear reactor on the moon by the end of the week. According to documents reviewed by Politico, the White House is ordering the agency to solicit industry proposals for a 100-kilowatt (KW) nuclear reactor to launch by 2030.President Donald Trump named Duffy as interim administrator of NASA in July after withdrawing the nomination of billionaire Jared Isaacman while he was caught up in an online feud with the nominee’s ally, Elon Musk.The report noted that NASA had previously funded research for setting up a 40 KW reactor on the moon, with plans to have a reactor ready for launch by the early 2030s. The first country to have a reactor could “declare a keep-out zone which would significantly inhibit the United States,” the directive stated, according to the report. The directive also orders NASA to assign a leader for the effort and to get industry input within 60 days of being issued.&nbsp;The report said NASA would be looking for companies that can launch a nuclear reactor by 2030 to counter China’s timeline, which intends to land its first astronaut on the moon that same year.&nbsp;Oklo’s stock has gained more than 50% this month and over 200% in 2025. In the past 12 months, the shares have rocketed more than 1,000% in value.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-warns-eu-of-35-tariff-confirms-india-hike-within-24-hours/chrLqunRd2a">Trump Warns EU Of 35% Tariff, Confirms India Hike Within 24 Hours</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Oklo Stock Jumps To Record High On Reported Trump-Backed Push For Nuclear Reactor On The Moon

Politico reported late Monday that Transportation Secretary and interim NASA head Sean Duffy plans to unveil expedited plans for a nuclear reactor on the moon by the end of the week. 

Equity

Politico reported late Monday that Transportation Secretary and interim NASA head Sean Duffy plans to unveil expedited plans for a nuclear reactor on the moon by the end of the week. 


Zacks Investment Ideas feature highlights: Range Nuclear Renaissance Index ETF, GE Vernova, Talen, Amazon and Rolls-Royce

GE Vernova surges to record highs as AI-driven nuclear energy demand powers a broad rally in next-gen energy stocks.

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Exchange Traded Concepts Trust - Range Nuclear Renaissance Index ETF

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