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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 as shareholders react to a recent buyout offer from Stripe and Advent International, with many in the community rejecting the bid as a lowball attempt that significantly undervalues the company's growth and massive free cash flow. While the stock has seen a sharp increase on the news, investors remain focused on the potential for a bidding war or aggressive internal moves to force a higher valuation.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM shares are experiencing a historic sell-off following a preliminary earnings warning, with investors reacting to the company's shift in client spending toward AI infrastructure and away from traditional enterprise software. The community is sharply divided, with many traders viewing the double-digit plunge as a significant overreaction and a long-term buying opportunity, while others are bracing for further downside amid concerns regarding the firm's leadership and execution.

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 facing intense selling pressure as investors weigh concerns over high capital expenditures and debt levels against its position as a key AI cloud infrastructure provider. The community is deeply polarized, with many retail investors expressing frustration over the recent, rapid valuation decline while others view current price levels as an oversold entry point for a long-term play on enterprise AI demand.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML is trending due to reports of rising institutional interest and bullish price target upgrades, with investors focusing on the company's critical role in the semiconductor supply chain as a bottleneck for advanced AI and memory chip production. The community is actively discussing the stock's long-term dominance in EUV lithography and its strategic position relative to global fab capacity expansions.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is seeing heightened activity as market participants debate whether its strong earnings report and aggressive FY27 revenue guidance justify its premium valuation in the AI hardware testing space. While some investors point to a growing backlog and strategic pivots into silicon photonics as indicators of a sustained growth trajectory, skeptical traders are highlighting high price-to-sales ratios and the potential for upcoming share offerings as reasons for caution.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit Inc. is experiencing significant investor attention as its stock demonstrates strong relative strength and momentum, fueled by high-conviction growth narratives around its data licensing and ad monetization potential. The community is actively discussing bullish chart setups and the company's unique role as a critical data pipeline for AI training models.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

Ripple's new partnership with the University of Kansas is driving buzz around real-world adoption, while the community remains hyper-focused on the legislative progress of the Clarity Act. Amidst broad market volatility, retail participants are fiercely debating the project's long-term utility against lingering concerns over institutional adoption and regulatory delays.

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.

Apple Inc

Apple is trending following a high-profile lawsuit filed against OpenAI alleging the theft of trade secrets related to consumer hardware. The community remains focused on how this legal battle may impact the existing partnership between the two companies, alongside broader institutional interest in Apple as it hovers near all-time highs.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Biocryst Pharmaceuticals is generating significant market interest following a strategic shift to close its internal discovery facility and prioritize external partnerships, which investors are interpreting as a potential signal for a future buyout. Community discussion is heavily focused on the company's path to improved profitability, with many actively debating whether this pivot makes the stock a more attractive acquisition target or if it signals an end to the company's long-term internal growth prospects.

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 seeing strong bullish momentum driven by U.S. government approval for the export of H200 AI chips to Chinese firms, reigniting optimism around its addressable market and data center growth. The community remains focused on this institutional-led rally, debating whether the stock can sustain its breakout above key technical resistance levels amid broader semiconductor sector recovery.

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$MBLY  What car maker will be the first to offer FSD using MBLY ?  I am ready to buy such a car.  I am a camera guy who doesn&#39;t believe the Tesla camera only FSD will ever be safe in snow and fog.

Thinking101

Alan Gourley

StockTwits Web

MOBILEYE GLOBAL INC

  What car maker will be the first to offer FSD using MBLY ?  I am ready to buy such a car.  I am a camera guy who doesn't believe the Tesla camera only FSD will ever be safe in snow and fog.

Thomas Soundswell

@Curly1WNY FSD is Elon’s ketamine dream