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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 ($NVDA) is trending due to multiple partnerships and product announcements driving optimism around its role in AI, autonomous vehicles, and 6G. Community discussions highlight the company's potential for continued revenue growth and market dominance. Recent news includes collaborations with Palantir, Uber, and Nokia, as well as updates on Blackwell GPU production and supercomputer projects.

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.

Oracle Corp.

Oracle ($ORCL) is trending due to its involvement in AI infrastructure projects, particularly related to NVIDIA and the Department of Energy. The community is discussing Oracle's potential to reach a $1T market cap and its role in partnerships with companies like Uber and Eli Lilly. Despite positive news, some traders express frustration with the stock's recent performance, citing a high debt ratio.

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

Nvidia's recent $1 billion investment in Nokia to advance AI-driven 5G and 6G technology is driving significant interest in the stock. Community discussions revolve around the potential for a short squeeze and Nokia's renewed relevance in the AI and telecom landscape, with some seeing parallels to past meme stock rallies.

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 is trending due to a recently announced $5 billion partnership with Brookfield to power AI data centers, driving investor optimism and discussions about the company's role in meeting the increasing energy demands of AI. The community is analyzing the potential long-term impact of this deal, with some highlighting the company's strong position in the energy sector and others questioning the current valuation. This surge comes amid a broader conversation about the energy needs of AI and the potential for alternative power solutions.

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

SMCI is trending due to its strong connection to the AI infrastructure boom and recent news highlighting collaborations with NVIDIA, Intel, and Micron, driving optimism about future growth. Community discussions revolve around Supermicro's potential to capitalize on increasing AI demand, with debates on whether the recent dip presents a buying opportunity or signals deeper issues. Investors are closely watching for news of a CFO hire and the upcoming earnings report, anticipating further details on the company's strategic direction and financial performance.

Anavex Life Sciences Corp. is a clinical stage biopharmaceutical company, which engages in the development of different therapeutics for the treatment of neurodegenerative and neurodevelopmental diseases. Its lead compound, ANAVEX2-73, is being developed to treat Alzheimer's and Parkinson's disease and central nervous system diseases, including Rett syndrome. The company was founded by Harvey Lalach and Athanasios Skarpelos on January 23, 2004 and is headquartered in New York, NY.

Anavex Life Sciences Corporation

Anavex Life Sciences Corp

AVXL is trending as investors closely monitor the EMA's decision on Blarcamesine, its Alzheimer's drug, with community chatter focused on potential approval outcomes and a possible short squeeze. Discussions also involve opinions on the drug's commercial viability and the impact of recent analyst reports, with some suggesting coordinated efforts to suppress the stock price.  The EMA decision is a key catalyst for the stock as the community weighs the potential for approval.

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 ($MSFT) is trending as investors discuss its AI strategy, particularly its stake in OpenAI and the potential for further gains in cloud revenue. The community is weighing the impact of these factors on upcoming earnings, with some anticipating a run to \$600, while others are focused on technical indicators and potential breakout levels. Broader market sentiment and the tech sector's overall health are also influencing the conversation around MSFT.

THE TIME HAS COME TO FORM AN ALLIANCE TO TAKE OVER THE MEMESPACE, THE CRYPTO CABAL, AND THE WORLD PROPAGANDA MACHINE. WELCOME TO THE MEME ECONOMIC FORUM $MEF. THE MEME ECONOMIC FORUM (MEF) WILL SOON FLIP THE WORLD ECONOMIC FORUM (WEF). YOU WILL OWN MEMES AND YOU WILL BE HAPPY IS OUR SLOGAN.  FOR NOW, THERE IS NO UTILITY FOR WE ARE A MEME COIN. THANK YOU FOR YOUR CONSIDERATION.

Meme Economic Forum

Meme Economic Forum ($MEF) is trending, with community members highlighting its potential for momentum and profits. Discussions revolve around its chart structure and accumulation phase, as well as how to purchase it. The crypto is associated with bullish sentiment within the meme coin sector.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending amid discussions around its autonomous vehicle strategy, particularly its partnership with NVIDIA to deploy robotaxis by 2027. Community talking points include the competitive landscape with Tesla and potential impacts from new AI integrations, as well as debate over the company's valuation and long-term growth prospects in the evolving transportation sector.

Stride, Inc. is a technology-based educational company, which engages in the provision of proprietary and third-party curriculum, software systems and educational services. It also offers online curriculum and career services to middle and high school students, under the Destinations Career Academy brand name. The company was founded by Ronald J. Packard in 2000 and is headquartered in Reston, VA.

Stride Inc

Stride ($LRN) is trending due to a massive earnings beat and strong guidance, leading to a significant price surge. While some analysts are raising price targets, the community is debating whether the stock is overvalued and if a pullback is imminent, especially given recent insider selling. Discussions also involve the company's growth strategy and its position in the online education market.

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$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Skyworks Solutions, Inc. (NASDAQ: SWKS)

$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Skyworks Solutions, Inc. (NASDAQ: SWKS) $HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Skyworks...

Skyworks (SWKS) Upgraded to Buy: What Does It Mean for the Stock?

Skyworks (SWKS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Analysts Estimate Skyworks Solutions (SWKS) to Report a Decline in Earnings: What to Look Out for

Skyworks (SWKS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

SWKS Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of Skyworks Solutions, Inc. Is Fair to Shareholders

Halper Sadeh LLC, an investor rights law firm, is investigating whether the merger of Skyworks Solutions, Inc. (NASDAQ: SWKS) and Qorvo, Inc. is fair to Skyworks shareholders. Upon completion of the...

<ul class="summary-bullets"><li>The merger will create a company with about $7.7 billion in annual revenue.</li><li>Skyworks expects the deal to deliver more than $500 million in annual cost synergies within three years.</li><li>The transaction, subject to regulatory and shareholder approvals, is expected to close in 2026.</li></ul>Skyworks Solutions (SWKS) announced on Monday that it will acquire Qorvo (QRVO) in a cash-and-stock transaction valuing the combined company at about $22 billion.<a href="https://stocktwits.com/symbol/QRVO">QRVO’s stock</a> rose as much as 13% in pre-market trade, with retail sentiment on Stocktwits surging from ‘extremely bullish’ to ‘neutral’ territory as chatter jumped to ‘high’ from ‘low’ levels over the past day. Meanwhile,&nbsp;<a href="http://stocktwits.com/symbol/SWKS">SWKS’ stock</a> rose as much as 12% with retail sentiment climbing to ‘bullish’ from ‘neutral’ territory, as chatter ticked higher within ‘neutral’ levels.<h2 class="st-heading-2">Terms Of Skyworks-Qorvo Merger</h2>Under the agreement, Qorvo shareholders will receive $32.50 in cash and 0.96 Skyworks shares for each Qorvo share. Following the merger, Skyworks shareholders will own roughly 63% of the combined entity, while Qorvo investors will hold 37%. The transaction will be funded through Skyworks’ cash reserves and debt financing arranged by Goldman Sachs Bank USA, the company said.Phil Brace, currently chief executive of Skyworks, will lead the merged company, while Qorvo CEO Bob Bruggeworth will join its board. The combined board will include 11 members, eight from Skyworks and three from Qorvo.The transaction, subject to regulatory and shareholder approvals, is expected to close in 2026.<h2 class="st-heading-2">Scale And Synergies</h2>Skyworks said the merger will create a company with about $7.7 billion in annual revenue and $2.1 billion in adjusted earnings before interest, tax, depreciation, and amortization (EBITDA). It added that this would position both entities to better compete with larger chipmakers. According to Skyworks, the deal is expected to deliver more than $500 million in annual cost synergies within three years.&nbsp;The combined firm will operate a $5.1 billion mobile business and a $2.6 billion “Broad Markets” segment focused on defense, aerospace, edge IoT, automotive, and AI data center applications. Those end-markets, both companies said, offer longer product cycles and higher-margin opportunities.Skyworks and Qorvo said the merger will expand U.S. manufacturing capacity and improve factory utilization across their domestic network. The combined firm will employ about 8,000 engineers and hold more than 12,000 issued and pending patents.By consolidating R&amp;D and production, the new company aims to compete more effectively with global semiconductor rivals and capture growth from rising demand for advanced RF systems and AI-driven electronics.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.

In this photo illustration, the logo of Skyworks Solutions, Inc. is displayed on a smartphone screen with a stock market chart in the background, on May 04, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

Skyworks, Qorvo To Merge In $22 Billion Semiconductor Deal

The merger will create a company with about $7.7 billion in annual revenue.

Equity

The merger will create a company with about $7.7 billion in annual revenue.


<ul class="summary-bullets"><li>Based on Monday’s closing price, Qorvo has a market capitalization of $8.53 billion compared to Skyworks’ $11.3 billion.</li><li>Apple accounted for 63% of Skyworks’ revenue and 41% of Qorvo’s.&nbsp;</li><li>Last week, Mizuho analyst Vijay Rakesh downgraded shares of Skyworks and Qorvo to ‘Underweight’ from ‘Neutral.’</li></ul>&nbsp;Qorvo, Inc. (QRVO) shares climbed sharply in Tuesday’s early premarket session, reacting to a report that suggested a takeover interest from peer Skyworks Solutions, Inc. (SWKS).While&nbsp;<a href="https://stocktwits.com/symbol/QRVO">Qorvo stock</a> climbed 10.24% in premarket,&nbsp;<a href="https://stocktwits.com/symbol/SWKS">Skyworks stock</a> fell 1.6%.<h2 class="st-heading-2">The Qorvo Deal Rumor</h2>An Information&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/apple-supplier-skyworks-held-talks-buy-8-billion-rival-qorvo?utm_campaign=%5BREBRAND%5D+RTSU+-+Aut&amp;utm_content=1109&amp;utm_medium=email&amp;utm_source=cio&amp;utm_term=129">report,</a> citing people familiar with the matter, stated that Skyworks held talks in recent months to buy Qorvo. Both companies have recently warned that sales to their biggest customer — Apple — have weakened. Other rivals were winning business, it added.It wasn’t yet clear whether the struggling Apple suppliers had clinched an agreement.Based on Monday’s closing price, Qorvo has a market capitalization of $8.53 billion compared to Skyworks’ $11.3 billion.Skyworks and Qorvo are manufacturers of high-performance analog and mixed-signal semiconductors. According to Koyfin's transcripts of the latest earnings calls for these companies, Apple accounted for 63% of Skyworks’ revenue and 41% of Qorvo’s. Qorvo’s primary end markets included automotive, consumer, defense &amp; aerospace, industrial &amp; enterprise, infrastructure, and mobile.<h2 class="st-heading-2">What Retail Feels About M&amp;A Rumor</h2>On Stocktwits, retail sentiment toward Qorvo stock improved to ‘bullish’ by early Tuesday, from ‘neutral’ a day ago. The message volume also perked up to ‘high’ levels. Meanwhile, sentiment toward the Skyworks stock remained ‘neutral’ but the message volume declined to ‘low’ levels.Last week, Mizuho analyst Vijay Rakesh&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/skyworks-qorvo-downgraded-to-sell-on-macro-lackluster-i-phone-shipments/ch6CiGtR3oS">downgraded shares&nbsp;</a>of Skyworks and Qorvo to ‘Underweight’ from ‘Neutral.’Mizuho’s Rakesh attributed his downbeat opinion to a tougher macro backdrop and limited stock-moving catalysts for radio-frequency and handsets. The analyst expects 2026 iPhone unit shipments to decline 7% year over year (YoY) following a strong 2025 performance. He also expects the new foldable iPhone with high selling prices to delay upgrades, impacting both Skyworks and Qorvo.More clarity on the fundamental outlook for these companies could emerge when Apple reports quarterly results on Oct. 30. While Qorvo is scheduled to announce its September quarter results after the market closes on Nov. 3, Skyworks is due to report a day later.For the year-to-date period, QRVO stock has gained about 32%, while SWKS shares have lost about 12%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-wobble-after-3-day-rally/cLGjeSpR3uz">&nbsp;</a><a href="https://stocktwits.com/news-articles/markets/equity/fed-decision-nears-as-markets-bet-on-jerome-powell-holding-the-line/cLGjaGDR3Hc">Fed Decision Nears As Markets Bet On Jerome Powell Holding The Line At October Meeting</a>

The technician laying CPU in the motherboard socket.

Apple Supplier Qorvo’s Stock Jumps Over 10% In Premarket, Here’s Why

Apple accounted for 63% of Skyworks’ revenue and 41% of Qorvo’s. 

Ahead of Apple’s quarterly results, the shares of two of its suppliers received bearish recommendations from analysts.&nbsp;Mizuho analyst Vijay Rakesh downgraded shares of Skyworks Solutions, Inc. (SWKS) and Qorvo, Inc. (Qorvo) from ‘Neutral’ to ‘Underweight,’ the summary of the notes carried by the Fly showed. The analyst also cut the price target for Skyworks stock to $60 from $70, and that for Qorvo to $75 from $87. The new price targets imply downside potential of 20.3% and 18.6%, respectively, for the stocks, from their respective closing prices on Friday.Reacting to the downgrades,&nbsp;<a href="https://stocktwits.com/symbol/SWKS">Skyworks stock</a> fell 2.60% to $73.36 in overnight trading, according to Yahoo Finance, while <a href="https://stocktwits.com/symbol/QRVO">Qorvo stock</a> slipped 2.15% to $90.15.Irvine, California-based Skyworks and Qorvo are manufacturers of high-performance analog and mixed-signal semiconductors. According to transcripts of the latest earnings call of these companies provided by Koyfin, Apple accounted for 63% of Skyworks’ revenue and 41% of Qorvo’s. Qorvo’s primary end markets included automotive, consumer, defense &amp; aerospace, industrial &amp; enterprise, infrastructure and mobile.Mizuho’s Rakesh attributed his downbeat opinion to a tougher macro backdrop and limited stock-moving catalysts for radio-frequency and handsets. The analyst expects 2026 iPhone unit shipments to decline 7% year-over-year (YoY) following a positive performance in 2025. He also expects the new foldable iPhone with high selling prices to delay upgrades, impacting both Skyworks and Qorvo.Mizuho also flagged China headwinds for these companies as subsidies fade into 2026. More clarity on the fundamental outlook for these companies could emerge when Apple&nbsp;reports quarterly results on Oct. 30.On Stocktwits, retail sentiment toward Skyworks stock remained ‘bullish,’ although the reaction to the downgrade hasn’t been fully captured yet. The message volume on the stream increased slightly to ‘normal’ levels. Retail mood toward Qorvo remained ‘neutral,’ with the message volume at a ‘low’ level.For the year-to-date period, Skyworks stock has lost 12.5%, while Qorvo stock has jumped 32%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/activist-investor-turns-up-heat-on-cooper-urges-bausch-lomb-merger-to-boost-returns-report/ch6CWJvR3oK">Activist Investor Turns Up Heat On Cooper, Urges Bausch + Lomb Merger To Boost Returns: Report</a>

The close up image of the CPU and Motherboard - stock photo

Apple Suppliers Skyworks, Qorvo Downgraded To Sell: Analyst Cites Tougher Macro Backdrop, Lackluster iPhone Shipments

According to transcripts of the latest earnings call of these companies provided by Koyfin, Apple accounted for 63% of Skyworks’ revenue and 41% of Qorvo’s.

Skyworks Introduces Expanded Wi-Fi 7 Portfolio with Next-Generation, High-Efficiency and High-Performance Front-End Modules and Filters

Skyworks Solutions, Inc. (Nasdaq: SWKS), a global leader in high-performance analog and mixed-signal semiconductors, today introduced the expansion of its Wi-Fi 7 portfolio. Skyworks new...

RF Industries Plunges 25% in a Month: Buy, Sell or Hold the Stock?

RFIL's shares have slid 24.6% this month, but strong backlog, rising margins, and growing adoption highlight a mixed outlook.


Zacks Industry Outlook Highlights Skyworks and RF Industries

RF chipmakers Skyworks and RF Industries gain from Wi-Fi 7, edge IoT, and EV demand, even as tariffs and weak end-markets pose challenges.

Skyworks Solutions, Inc. engages in the development, manufacture, and provision of analog and mixed-signal semiconductor products and solutions for applications including aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet, and wearables. Its products include amplifiers, attenuators, circulators, demodulators, detectors, diodes, directional couplers, front-end modules, hybrids, isolators, lighting and display solutions, mixers, modulators, optocouplers, opt isolators, phase shifters, synthesizers, power dividers and combiners, receivers, switches, and technical ceramics. The company was founded in 1962 and is headquartered in Irvine, CA.

Skyworks Solutions, Inc.

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