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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 is trending as it breaks $200, fueled by AI optimism and new partnerships announced at its conference. The community is buzzing about its potential to reach a $5 trillion market cap and how its advancements are impacting various sectors. Some are concerned about a potential bubble, while others highlight the company's dominance and future growth prospects in AI.

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 newly announced $5 billion partnership with Brookfield Asset Management to power AI data centers, sending the stock to new highs. The community is buzzing about the significance of this deal, viewing it as validation of Bloom's technology and a sign of continued growth in the AI sector. Some investors are wary of the company's high valuation, while others are optimistic about its potential for future expansion and profitability.

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 significant investment in Nokia is fueling excitement around a new strategic partnership focused on AI-driven networking and 6G technology. Community members are discussing the potential for Nokia to become a key player in the AI telecom space and the possibility of future US investments. Some traders express long-term bullish sentiment, while others are wary of short-term volatility and potential profit-taking.

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 ($ENPH) is trending due to mixed sentiment following its recent earnings report, with investors focusing on forward guidance and potential impacts from tariffs. While some community members see the dip as a buying opportunity given the company's profitability and long-term potential in renewable energy, others express concern over management and competitive pressures. Discussions also revolve around potential catalysts, including stock buybacks and the broader context of the solar sector amid evolving energy policies.

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 as investors digest recent Q3 earnings and FY28 guidance, with community members debating the stock's fair value and future prospects. While some view LRN as a strong long-term play due to enrollment growth and AI integration, others express concern about potential overvaluation and recent insider selling. The stock's volatility is also highlighted, with discussions around short squeezes and potential pullbacks.

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 after reporting earnings, announcing a partnership with OpenAI, and initiating a dividend, yet the stock's volatile reaction has the community debating whether the gains can hold. Some traders believe the partnership with OpenAI signals a new growth phase, while others are concerned about single-digit account growth and profit-taking. The conversation also highlights the stock's struggle to break through resistance levels despite positive news.

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 due to its autonomous vehicle initiatives, particularly a recent partnership with NVIDIA to deploy a robotaxi network by 2027, sparking discussions about lidar suppliers and competition with Tesla. The community is also focused on Uber's investments in Chinese robotaxi firms and the potential impact on the company's financials, contrasting its performance with other trending tickers.

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 trending amid news of its involvement in building AI supercomputers with Nvidia and the U.S. Department of Energy, fueling community discussion about its potential in the AI infrastructure landscape. Investors are weighing Oracle's AI prospects against concerns around debt and recent insider selling, resulting in a volatile mix of bullish and bearish sentiment. The community is closely watching for further developments, particularly those related to potential TikTok deal finalization.

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 close ties with Nvidia, as the latter makes AI partnership announcements. Community members are actively discussing SMCI's potential revenue growth in the coming quarters, particularly its expected role in supplying AI servers. Broader market trends in AI infrastructure and data centers are also impacting the stock's movement.

Aurora Innovation, Inc. engages in the design and development of automobile hardware, software, and provision of data services. It offers the Aurora Driver which allows a vehicle to drive itself. The company was founded by Christopher Urmson, Sterling Anderson and James Andrew Bagnell in 2017 and is headquartered in Pittsburgh, PA.

Aurora Innovation Inc - Ordinary Shares - Class A

Aurora Innovation is trending as investors discuss the company's progress in autonomous trucking, particularly its expanded driverless route and upcoming earnings call. Community members are analyzing the potential impact of partnerships and the deployment of next-generation hardware in 2026. Despite mixed sentiment, many express optimism about the company's long-term prospects in the autonomous vehicle space.

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