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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 ($NVDA) is trending as investors await earnings, with anticipation high for another strong report driven by AI and data center demand; however, some community members are concerned about already high expectations and potential for a sell-off, regardless of the results. Discussions also include the stock's influence on broader market trends and potential shifts in the AI sector.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is trending following news of Berkshire Hathaway taking a significant stake in the company, signaling confidence in its AI and data center initiatives. The community is discussing the implications of this investment, with many viewing it as a bullish signal, while some debate whether the stock is currently overvalued. Broader discussions include Google's AI leadership, competition in the search engine space, and the potential for future growth.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending as investors react to news of a large bond offering and a Rothschild downgrade, leading to discussions about AI spending and near-term growth prospects. The community is debating whether the recent pullback represents a buying opportunity or signals deeper issues, with some expressing frustration over the stock's underperformance compared to its tech peers. Despite strong earnings, AMZN is struggling to maintain gains, prompting concerns about market manipulation and the company's long-term strategy.

Alphabet Inc - Ordinary Shares - Class C

GOOG is trending as investors discuss the implications of Alphabet's Gemini 3 AI model launch and its potential impact on the competitive landscape with OpenAI. Community members are also reacting to news of a significant investment by Berkshire Hathaway, sparking debates about valuation and future growth prospects for the tech giant. Some traders are looking at technical indicators and potential resistance levels, while others focus on broader sector trends and the increasing demand for AI infrastructure.

Nuvation Bio, Inc. is a biopharmaceutical company tackling some of the unmet needs in oncology by developing differentiated and novel therapeutic candidates. Its proprietary portfolio includes six novel and mechanistically distinct oncology therapeutic product candidates, each targeting some of the most difficult-to-treat types of cancer. The company was founded by David Hung on March 20, 2018 and is headquartered in New York, NY.

Nuvation Bio Inc - Ordinary Shares - Class A

NUVB is trending as chatter increases about its potential value compared to competitors, particularly NUVL, with discussions focusing on Ibtrozi's market performance and upcoming catalysts. Community members are closely watching for developments related to EU partnerships and progress on the IDH1 program. Bullish sentiment is building as investors anticipate positive updates and potential for a short squeeze, viewing the current price as undervalued given the company's prospects in the oncology space.

Target Corp. engages in the operation and ownership of general merchandise stores. It offers food and general merchandise, clothing and household goods, electronics, and toys. Its brands include A New Day, All in Motion, Art Class, Auden, AVA & VIV, Boots and Barkley, Brightroom, Bullseye's Playground, Casaluna, Cat & Jack, Cloud Island, Colsie, dealworthy, Embark, Everspring, Favorite Day, Figmint, Future Collective, Gigglescape, Good & Gather, Goodfellow & Co, Hearth & Hand with Magnolia, Heyday, Hyde & EEK! Boutique, JoyLab, Kindfull, Kona Sol, Made By Design, Market Pantry, Mondo Llama, More Than Magic, Opalhouse, Open Story, Original Use, Pillowfort, Project 62, Room Essentials, Shade & Shore, Smartly, Smith & Hawken, Sonia Kashuk, Spritz, Sun Squad, Threshold, Universal Thread, up&up, Wild Fable, Wondershop, Xhilaration, California Roots, Casa Cantina, The Collection, Headliner, Jingle & Mingle, Rosé Bae, Photograph, SunPop, and Wine Cube. The company was founded by George Draper Dayton in 1902 and is headquartered in Minneapolis, MN.

Target Corp

Target's stock is trending as investors digest recent earnings and guidance, with discussions focused on the impact of consumer spending trends and a planned AI partnership. Community perspectives are split, with some seeing a buying opportunity due to cost-cutting measures and a focus on customer experience, while others express concerns about competition and broader economic headwinds. The announcement of a new CEO and a major investment in store upgrades and technology are also key talking points.

Tempest Therapeutics, Inc. is a clinical-stage oncology company advancing a diverse portfolio of small molecule product candidates containing tumor-targeted and/or immune-mediated mechanisms with the potential to treat a wide range of tumors. The company’s novel programs range from early research to later-stage investigation in a randomized global study in first-line cancer patients. Tempest Therapeutics was founded in 2011 and is headquartered in Brisbane, CA.

Tempest Therapeutics Inc

TPST is trending due to uncertainty surrounding a potential acquisition following a recent announcement about acquiring new CAR-T programs and extending their financial runway. The community is debating the implications of this strategic shift, with some seeing it as a positive long-term move while others express disappointment over the delay of a potential buyout. Discussions also revolve around the company's financials, upcoming trial data, and potential acquirers, especially Roche.

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 amid positive sentiment following Jefferies naming it a top pick with a raised price target, citing growth in AI-related business with major clients. The community is actively discussing the potential for significant revenue growth and earnings expansion, particularly related to custom AI chips, with some comparing it favorably to other AI plays. However, some traders are expressing caution due to overall market conditions and potential overvaluation.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending amid discussions around critical mineral supply chains and potential government support for deep-sea mining. Community members are debating the stock's volatility and future catalysts, particularly regarding regulatory approvals and partnerships. Bullish sentiment is building, with some traders anticipating a significant price increase soon.

Kazia Therapeutics Ltd. is an oncology-focused biotechnology company, which engages in the business of pharmaceutical drug development. It focuses on its Paxalisib program, which is designed to treat brain cancer. The company was founded by Graham Edmund Kelly in March 1994 and is headquartered in Sydney, Australia.

Kazia Therapeutics Limited - ADR

Kazia Therapeutics

KZIA is trending due to positive initial results from a clinical trial involving a metastatic breast cancer patient, sparking optimism in the biotech community. Bullish investors are hoping for a short squeeze, while others express caution, citing past dilutions and the need for further data. Discussions include the company's financial health and potential for future growth in the oncology sector.

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B of A Securities updates rating for Bread Finl Hldgs ( $BFH ) to Buy, target set at 69 → 74.

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Bread Financial Holdings Inc

B of A Securities updates rating for Bread Finl Hldgs ( 