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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.

Oracle Corp.

Oracle is surging after delivering a robust earnings beat, significantly raising its fiscal 2027 revenue guidance, and reporting record remaining performance obligations driven by accelerating AI cloud demand. The community is actively discussing Oracle's solidified position as a major AI infrastructure provider, with bullish sentiment prevailing despite some calls for caution regarding potential pullbacks.

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 seeing active debate and high options volatility, with bulls pointing to a significant jump in China-made EV sales and a new coalition with Google to enhance grid capacity, while bears emphasize executive departures and ongoing market manipulation concerns.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as NVIDIA confirms a $2 billion strategic investment to scale its AI cloud infrastructure, further bolstered by approval for a massive 1.2 GW AI factory and growing customer demand exemplified by upfront payments for capacity. The community views these developments as strong validation, solidifying NBIS's leadership in the rapidly expanding AI data center sector.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Round Rock, TX.

TSS Inc

TSS Inc. is surging following exceptional Q4 earnings that significantly beat expectations, driven by strong AI rack integration demand and an extended multi-year agreement with its largest customer. The community is actively discussing the potential for a massive short squeeze as the company projects doubling its AI integration volumes amid the broader data center buildout.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending with high anticipation for its upcoming earnings report, as its recent AIUC-1 certification highlights its role in secure enterprise AI agent orchestration, driving polarized community discussion and short-squeeze speculation around its valuation and position in the Agentic AI landscape.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending as investors digest mixed earnings and its CEO's upcoming retirement, while the imminent departure of a key FDA official sparks widespread optimism for gene therapy regulatory pathways, with the community keenly focused on crucial upcoming data for its DM1 and FSHD programs.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending following multiple analyst price target increases and robust clinical data from its Investor Day, highlighting strong Phase 2 results in axial spondyloarthritis and promising long-term Phase 3 data in hidradenitis suppurativa. The community is vigorously discussing the stock's significant undervaluation and alleged market manipulation, despite the positive readouts and progress towards regulatory submission.

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 following a flurry of strategic partnerships, including deploying Amazon's Zoox robotaxis and Joby's air taxis, alongside investments in autonomous vehicle infrastructure and the acquisition of SpotHero. The community is buzzing about Uber's aggressive expansion into a comprehensive mobility ecosystem through these collaborations, though some express frustration over the stock's recent performance despite the positive long-term vision.

AeroVironment, Inc. engages in the design, development, and production of multi-domain robotic systems and related services for government agencies and businesses. It operates through the following business segments: UnCrewed Systems, Loitering Munitions Systems, and MacCready Work. The UnCrewed Systems segment focuses primarily on small UAS products designed to operate reliably at lower altitudes in a wide range of environmental conditions. The Loitering Munitions Systems segment focuses primarily on tube-launched aircraft that deploy with the push of a button, fly at higher speeds than small UAS products, and perform either effects delivery or reconnaissance missions, and related support services including training, spare parts, product repair, and product replacement. The MacCready Works segment focuses on customer-funded research and development in the areas of HAPS, robotics, sensors, software analytics, data intelligence, and connectivity. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment's recent earnings miss and lowered guidance, specifically impacted by the US Space Force terminating the SCAR contract, are driving current conversations; however, many investors believe the market has disproportionately reacted, highlighting strong demand for defense drones amid global tensions and ongoing efforts to secure the SCAR program.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is experiencing intense volatility, influenced by conflicting reports regarding the Iran conflict and news of a proposed record global oil reserve release aimed at stabilizing crude prices. Oracle's strong earnings are also contributing, fueling a community divide between those anticipating new highs and others concerned about market "manipulation".

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You can soon listen to Apple Music inside of TikTok and artists get paid for it

Apple Music subscribers are getting new music discovery tools on TikTok. | Image: Apple / TikTok Apple Music subscribers will soon be able to listen to full-length music tracks on TikTok without...

How many employees does Apple have? A deeper look at the tech giant's workforce

As Apple has grown its product lines (like MacBooks and iPhones) and expanded the services it offers (like cloud storage and Apple TV) over recent years and decades, it has needed to employ more and...

<ul class="summary-bullets"><li>Assuming an average retail price of $900, TrendForce says notebook brands may need to raise prices by at least 30% to maintain current margins across the supply chain.</li><li>If both memory and CPU prices rise, their combined share of the bill of materials (BOM) costs for notebooks could climb from 45% to around 58%.</li><li>HP said it has formed strategic inventory positions with a new supplier, while Dell said it would make adjustments to keep its hardware within customers’ budgets.&nbsp;</li></ul>The next laptop upgrade could come with a steeper price tag as tight supply and surging memory chip prices have pressured companies from consumer electronics makers and even automakers. According to a new analysis by TrendForce, the price of a laptop could rise as much as 40% this year.Notebook makers are facing pressure on multiple fronts: DRAM and NAND flash memory have become more expensive and harder to secure, while the cost of core processors is also rising, against the backdrop of broadly weak demand for new notebooks.Assuming the average retail price is $900, TrendForce&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.trendforce.com/presscenter/news/20260310-12959.html">notes</a> that notebook brands would need to bump that by at least 30% just to maintain existing profit margins across the supply chain.&nbsp;If both memory and CPU prices rise, their combined share of the bill of materials (BOM) costs could climb from 45% to around 58%.Here’s a look at what key notebook producers have said on how they are looking to mitigate the pressure from issues in the memory market:<h2 class="st-heading-2">Apple&nbsp;</h2>“Memory had a minimal impact on the Q1, so the December quarter gross margin. We do expect it to be a bit more of an impact to the Q2 gross margin and that was comprehended in the outlook of 48% to 49%,’ Apple CEO Tim Cook said on Apple’s earnings call on Jan. 29.“We do continue to see market pricing for memory increasing significantly… Beyond Q2, I don't really want to comment on supply,” he said, sharing little in terms of what the company is doing to mitigate higher prices.Earlier this month, Apple released new MacBook Pro and MacBook Air models with its latest M5 chip. Although they pack more storage, their starting price is higher than that of the previous versions.<h2 class="st-heading-2">Dell Technologies</h2>Dell is working with its partners to secure the memory supply, relying on its long-term service agreements, and said it would make adjustments to keep its hardware within customers’ budgets.&nbsp;“We continue to work with our long-term partners. We've had LTAs in place. We've had capacity agreements in place,” Chief Operating Officer Jeffrey Clarke said on the company’s earnings call on Feb. 26.Clarke said the cost of a gigabyte of DRAM over the last 6 months is up nearly 5.5x at $2.39, while the cost of NAND per gigabyte is up four times to $0.20. “Those are probably in ballparks where things are,” he said.<h2 class="st-heading-2">HP Inc</h2>HP said it would also rely on its long-standing agreements to secure memory supply on priority and favourable pricing.“We've qualified new suppliers built in strategic inventory positions for key platforms and cut the time to qualify new material in half to accelerate our product configuration changes,” interim CEO Bruce Broussard said on HP’s earnings call on Feb. 24.“Second, on the cost side, we've expanded lower-cost sourcing across our commodity basket, lowering logistics costs with agile end-to-end planning processes as part of the company-wide AI-enabled program. And we've accelerated company-wide productivity efforts as part of this program to use the company-wide broader cost base to execute offset. “For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/orcl-vs-crm-is-heating-up-oracle-now-has-3-products-that-salesforce-doesn-t-says-co-ceo/cZdArybRIJB">ORCL Vs CRM Is Heating Up: Oracle Now Has 3 Products that Salesforce Doesn't, Says Co-CEO</a>&nbsp;

New Dell, HP, and Lenovo laptops on display at at the Consumer Electronics Show (CES) 2025. (Photo by Artur Widak/NurPhoto via Getty Images)

Laptop Prices Could Rise Up To 40% In 2026: How Apple, HP And Dell Are Plotting To Navigate Rising Memory Prices

How Apple, HP And Dell Are Plotting To Navigate Rising Memory Prices

Equity

A spike in memory chip prices is emerging as the latest challenge for laptop makers.


Apple Inc. $AAPL Stake Raised by K.J. Harrison & Partners Inc

K.J. Harrison & Partners Inc lifted its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 19.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange...

Intech Investment Management LLC Decreases Stock Position in Apple Inc. $AAPL

Intech Investment Management LLC trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 10.4% in the third quarter, according to its most recent filing with the Securities and...

Mitsubishi UFJ Asset Management Co. Ltd. Grows Stock Holdings in Apple Inc. $AAPL

Mitsubishi UFJ Asset Management Co. Ltd. grew its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 3.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange...

Apple Inc. $AAPL is Interchange Capital Partners LLC's 3rd Largest Position

Interchange Capital Partners LLC boosted its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 3.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange...

Apple Inc. $AAPL Shares Purchased by Mar Vista Investment Partners LLC

Mar Vista Investment Partners LLC lifted its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 13.1% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange...

Hurley Capital LLC Increases Stock Position in Apple Inc. $AAPL

Hurley Capital LLC boosted its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 45.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange...

Montrusco Bolton Investments Inc. Buys 34,961 Shares of Apple Inc. $AAPL

Montrusco Bolton Investments Inc. grew its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 3.9% in the third quarter, according to the company in its most recent Form 13F filing with the...

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

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Significant bullish call option activity, including large blocks on April and January 2027 strikes, signals conviction for an immediate breakout.

Apple postponed its smart home display launch again, reportedly struggling with an upgraded Siri AI, fueling concerns about its generative AI progress.

Apple significantly increased iPhone production in India to 25% of total, up 53% in 2025, strategically shifting supply chains away from China.

Apple is strategically launching lower-priced products like the $599 iPhone 17e and MacBook Neo to capture market share and offset rising memory costs.

Traders are closely watching key technical levels, including $261.66 resistance and $254.40 support, anticipating a major breakout or breakdown after prolonged consolidation.

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