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nLIGHT, Inc. engages in the provision of semiconductor and fiber lasers for aerospace and defense, industrial, and microfabrication applications. It operates through the Laser Products and Advanced Development segments. The Laser Products segment designs, manufactures, and sells a range of semiconductor lasers and fiber lasers that are typically integrated into laser systems or manufacturing tools built by customers. The Advanced Development segment focuses on research, design, and prototyping of next-generation laser technologies, leveraging expertise in laser technology, development, beam control, and advanced optics. The company was founded by Scott H. Keeney, Mark DeVito, and Jason Farmer in June 2000 and is headquartered in Camas, WA.

nLIGHT Inc

nLIGHT ($LASR) is trending amid community discussion about its potential role in the "Golden Dome" defense project, with some anticipating significant contract news. The stock has seen a substantial year-to-date increase, and investors are closely watching for a breakout, particularly in the aerospace and defense sector.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending as the community discusses its recent price action and potential breakout, with focus on fully autonomous testing of Robotaxis in Austin. Bullish sentiment seems to be fueled by upgrades and technical analysis suggesting further upside, while bears cite valuation concerns and potential pullbacks. Community members are actively debating potential price targets, key support levels, and whether the stock is overbought.

AMC Robotics Corp. engages in developing and deploying AI-enabled robotics and smart security solutions, especially for warehouse automation, enterprise security, robotics patrol/incident-response and logistics automation. The company is headquartered in New York, NY.

AMC Robotics Corp.

AMCI is trending due to a significant surge in price and trading volume, sparking discussions about a potential short squeeze. Community members are actively debating entry and exit points, with some comparing it to previous high-flying stocks. The company's focus on AI-powered robotics, a sector with growing interest, may also be contributing to the heightened attention.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital ($APLD) is trending due to significant price volatility and discussions around potential hyperscaler partnerships, particularly with Microsoft. Community chatter revolves around whether the recent price drops are a buying opportunity or a sign of broader market concerns affecting AI infrastructure stocks. Investors are closely watching for news and updates from the company regarding new deals and revenue generation.

Radiopharm Theranostics Ltd. operates as a pre-clinical and clinical research company. It focuses on the development of radiopharmaceutical products for diagnostic and therapeutic uses in areas of high unmet medical need. The company is founded by Paul A. Hopper in 2021 headquartered Carlton, Australia.

Radiopharm Theranostics Ltd - ADR

RADX is trending due to positive interim data from its RAD 101 Phase 2b imaging trial, showing promising results in brain metastases patients. The community is discussing the potential for a short squeeze and speculating on price targets, with some highlighting the company's cash runway through 2026. High trading volume and aggressive volatility, paired with a webinar scheduled, are contributing to the heightened interest.

x402jobs is a platform for creating, running, and monetizing structured automated workflows as pay-per-use APIs using the x402 payment standard. The project allows developers to bundle one or more programmable steps—such as data collection, content generation, analysis, or on-chain interactions—into a single executable “job.” Each job can be triggered manually, on a schedule, via webhook, or by another agent or application. Every execution includes a fixed platform fee and optional pricing set by the job creator. The core purpose of x402jobs is to provide a practical marketplace where software agents and humans can invoke reliable, repeatable automation without subscriptions, long-term contracts, or trust assumptions. Jobs are registered as x402 resources, making them discoverable, composable, and payable using standardized, machine-readable payment rails.

x402jobs

x402jobs ($JOBS) is trending as the community discusses the locking of a significant portion of the token supply. Social media mentions suggest excitement about potential price movement. Chatter also points to the project being a revenue-sharing coin.

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 the company launches new AI-powered smart glasses to rival Meta, sparking discussions about its AI strategy and potential for growth in the wearables market. Community members are weighing bullish prospects against concerns about geopolitical risks and regulatory pressures affecting Chinese stocks. Investors are closely monitoring technical indicators and analysts' ratings for potential entry points.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending as the stock experiences a significant pullback, sparking debates about its valuation and the sustainability of the AI data center boom. Community discussions revolve around whether the recent drop represents a buying opportunity or reflects deeper concerns about the company's financials and competitive landscape. Bearish sentiment is fueled by concerns of a potential AI bubble and recent market correction.

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 downwards as investors react to concerns about AI revenue specifics and lower margin expectations despite strong earnings and a substantial AI product backlog, leading to a significant stock decline. The community is debating whether this drop is an overreaction or a correction, with some seeing a buying opportunity while others anticipate further declines. Some traders point towards analysts' upgrades and strong fundamentals as reasons for an imminent rebound.

Nektar Therapeutics is a biotechnology company, which engages in the discovery and development of novel therapies which selectively modulate the immune system to treat autoimmune disorders. It also focuses on immunology and unparalleled expertise in polymer chemistry to create one-of-a-kind, highly-selective medicines with optimal therapeutic benefit. The company was founded in 1990 and is headquartered in San Francisco, CA.

Nektar Therapeutics

Nektar Therapeutics is trending as investors await topline results from its Phase 2b study of Rezpegaldesleukin for alopecia areata, with the community speculating on the potential impact of the data on the company's value. Discussions also revolve around an ongoing lawsuit with Eli Lilly, and whether a settlement or buyout is on the horizon. Bullish sentiment is fueled by analysts setting high price targets, though some caution that a data miss could significantly impact the stock.

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<ul class="summary-bullets"><li>Stripe is expected to tap into the $350 billion market opportunity of AI-powered commerce and digital asset infrastructure by the end of the decade, according to analysts at JPMorgan.</li><li>Stripe has also developed Tempo, which is a Layer-1 payments-focused blockchain.</li></ul>Stripe reportedly stands to benefit from the traction it has gained with AI startups amid a rise in “agentic commerce.”According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theblock.co/post/376005/jpmorgan-stripe-ai-money-movement-unlock-billion-market">report</a> by TheBlock citing a recent note by JPMorgan analysts, Stripe is expected to tap into the $350 billion market opportunity of AI-powered commerce and digital asset infrastructure by the end of the decade.While&nbsp;<a href="https://stocktwits.com/symbol/STRIPE">Stripe</a> is not listed at the moment, retail sentiment on Stocktwits around the firm trended in the ‘bullish’ territory at the time of writing.<h2 class="st-heading-2">Beneficiary Of Borderless Financial Services</h2>The firm stated that Stripe is poised to lead “twin revolutions in intelligence and money movement.” It also noted that Stripe could emerge as a beneficiary of “borderless” financial services.This comes after Stripe acquired multiple firms in the cryptocurrency sector, including Bridge, a stablecoin orchestration platform, and Privy, a provider of crypto wallets. Stripe has also developed Tempo, which is a Layer-1 payments-focused blockchain.Tempo recently raised $500 million in a Series A round led by Greenoaks and Joshua Kushner’s Thrive Capital, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://fortune.com/crypto/2025/10/17/stripe-paradigm-tempo-series-a-5-billion-thrive-capital-greenoaks-joshua-kushner/">report</a> by Fortune. This fundraising round values Tempo at $5 billion. Sequoia and SV Angel were also among the participants in the round.<h2 class="st-heading-2">Stripe’s Payment Volumes Rise</h2>Stripe announced that its total payment volume for 2024 reached $1.4 trillion, up 38% from the prior year. The company’s co-founders, Patrick and John Collison, credited the growth to Stripe’s investments in AI. “We believe this ability will prove particularly important in the coming years, as stablecoins, AI, and other forces reshape the landscape,” they said.Stripe announced that half of the Fortune 100 companies use its services, including Nvidia Corp., PepsiCo Inc., and Comcast Corp., among others.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mortgage-rates-fall-to-lowest-levels-in-2025/cLG4FBXR3rS">Mortgage Rates Fall To Lowest Levels In 2025</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Stripe logo is displayed on a smartphone with Stripe Payment Processing Website in the background

Stripe’s Early Traction With AI Startups Gives It An Edge As ‘Agentic Commerce’ Gathers Steam, Says JPMorgan: Report

Stripe is expected to tap into the $350 billion market opportunity of AI-powered commerce and digital asset infrastructure by the end of the decade, according to analysts at JPMorgan.

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