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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

NVDA is trending as traders brace for its highly anticipated quarterly report, with debate centered on whether a blowout beat and guidance can break the post-earnings sell-off pattern and quell circular-financing concerns. Community sentiment is split between expectations of a massive move higher and fears of another 'sell the news' drop despite strong fundamentals.

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 surging on the back of its new Cisco AI infrastructure partnership, which is fueling intense bullish chatter and speculation about a potential short squeeze. Traders are increasingly positioning for the upcoming Nvidia earnings report as a key catalyst that could further drive momentum in the stock.

Dick's Sporting Goods, Inc. engages in the retailing of an extensive assortment of authentic sports equipment, apparel, footwear, and accessories. It also offers its products both online and through mobile applications. The company was founded by Richard T. Stack in 1948 and is headquartered in Coraopolis, PA.

Dicks Sporting Goods, Inc.

DKS is trending after a record single-day plunge on missed Q2 results and a full-year guidance cut, with analysts slashing price targets and the Foot Locker acquisition dragging the athletic retailer. Retail traders on Stocktwits are sharply split, debating whether the selloff is an overreaction and a potential bounce setup or a falling knife with more downside ahead.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

INTU is tumbling after beating Q4 estimates but issuing weak FY2027 guidance, with the CEO admitting pricing is driving TurboTax customers away and plans to cut prices to retain users. Retail sentiment on Stocktwits is extremely bullish despite the drop, as traders debate whether the sell-off is a buying opportunity or a sign of deeper AI-driven disruption to its core software business.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

NKE is trending as a sharp drop in Dick's Sporting Goods guidance spooks the athletic retail sector, amplifying existing bearishness over Nike's prolonged slump to 12-year lows. The community is polarized between 'value trap' and 'turnaround opportunity' narratives, with bulls citing the brand's iconic status and bears pointing to weak China sales and a broken chart.

CF Acquisition Corp. VI operates as a blank check company. It focuses on the search of companies in the financial services, healthcare, real estate services, technology and software industries. The company was founded on April 17, 2020 and is headquartered in New York, NY.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUM is surging to 52-week highs after announcing a massive $13.7 billion GPU services contract, a deal that has ignited intense retail speculation over the unnamed client and fueled expectations of a short squeeze. The pivot toward AI infrastructure is driving the community's extremely bullish sentiment, with many seeing this as a transformational moment for the company.

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

APLD is surging on renewed AI infrastructure enthusiasm, with traders citing high short interest, Nvidia earnings as a catalyst, and a Needham note praising a $5.2B hyperscaler deal. Community chatter focuses on a potential short squeeze, with options activity showing bullish call buying.

Ginkgo Bioworks Holdings, Inc. engages in developing biological engineering products and custom microbes. Its platform enables biotechnology applications across diverse markets, from food, agriculture, industrial chemicals, and pharmaceuticals. It operates through the Cell Engineering and Biosecurity segments. The Cell Engineering segment includes end-to-end cell engineering solutions and cell engineering tools offerings for biological research and development. The Biosecurity segment focuses on biomonitoring and bioinformatics support services, offered to both government and non-government customers through its Canopy and Horizon offerings. The company was founded by Jason Kelly, Reshma Shetty, Bartholomew Canton, Austin Che, and Thomas F. Knight, Jr. in 2008 and is headquartered in Boston, MA.

Ginkgo Bioworks Holdings Inc - Ordinary Shares - Class A

Ginkgo Bioworks is surging after unveiling breakthrough results from an AI-driven autonomous lab built with OpenAI's GPT-5, which cut cell-free protein synthesis costs by 40%, sparking debate over whether this pivot to AI-powered bio-manufacturing justifies the rally or is another fleeting pump amid persistent cash-burn concerns. The buzz is amplified by the Biosecure Act's restrictions on Chinese biotech rivals, positioning DNA as a domestic beneficiary, though skeptics question the lack of near-term revenue.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is under pressure after its Q2 earnings and weaker-than-expected Q3 guidance triggered a selloff and multiple analyst price-target cuts, even as the market weighs the bullish $900M Dogotix robotics financing against ongoing margin and delivery concerns. The stock's slide to a 52-week low has split the community, with bulls citing the robotics valuation and a potential bottom while bears call it a China scam amid broader EV sector weakness.

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 is surging after Nancy Pelosi's recent share and call purchases, fueling retail enthusiasm and speculation about S&P 500 inclusion. The move aligns with the broader AI data center power-demand narrative, positioning the company as a key solution to energy bottlenecks.

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$CRCL Bernstein says Circle&#39;s growth cycle can continue without the Clarity Act, sees 59% upside. 

Bernstein reiterated its $140 price target for Circle after USDC supply expanded by $1.7 billion in the past week following six months of sideways decline.

The firm said Circle’s growth cycle is independent of Clarity Act passage, driven instead by growing stablecoin payments, tokenization, and broader regulatory clarity.

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https://share.google/5fE3JVEHqZ1mJwDG7

Cheese Head

Bernstein says Circle can sustain growth without the Clarity Act as USDC supply rebounds and stablecoin volumes continue expanding.

The Block

Bernstein says Circle's growth cycle can continue without the Clarity Act, sees 59% upside

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Circle

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Coinbase Global Inc

 Bernstein says Circle's growth cycle can continue without the Clarity Act, sees 59% upside. 

Bernstein reiterated its $140 price target for Circle after USDC supply expanded by $1.7 billion in the past week following six months of sideways decline.

The firm said Circle’s growth cycle is independent of Clarity Act passage, driven instead by growing stablecoin payments, tokenization, and broader regulatory clarity.

