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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is receiving attention due to a combination of institutional ownership momentum and investor optimism regarding its ANKTIVA cancer immunotherapy platform and potential international expansion, despite ongoing volatility from short-interest activity. While there is no new clinical PR, the community remains focused on pending regulatory catalysts and the potential for a short squeeze.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending downward as traders react negatively to the company's announcement of a $3 billion convertible note offering and an at-the-market share program. The community is split, with bears citing dilutive debt as evidence of poor capital management, while bulls view the pullback as a buying opportunity based on strong compute demand and the company's massive contracted revenue backlog.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending due to strong buying interest and bullish sentiment as investors ignore AI sector slowdown concerns, with many traders anticipating a continued rally toward price levels near 600. The conversation is characterized by a divide between bullish momentum traders chasing the move and skeptics who view the price action as an exit liquidity trap or bubble, particularly in light of upcoming Federal Reserve rate decisions.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors anticipate upcoming earnings on September 24, with debate centering on management's ability to demonstrate significant revenue growth for its QNX and IoT divisions. Sentiment is divided between long-term investors pointing to expanding partnerships in physical AI and automotive software, and skeptics expressing frustration over stagnant revenue and executive share sales.

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

Super Micro Computer is trending as traders debate the stock's potential for a short squeeze, bolstered by a significant backlog and high-volume interest despite recent range-bound trading. The conversation is largely characterized by a sharp divide between bullish sentiment regarding the company's valuation and long-term AI infrastructure growth, and skeptical traders who anticipate further volatility or continued downward pressure.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovance is trending as traders react to positive updates from an industry conference, where management highlighted a clear path to profitability and reaffirmed the timeline for critical lung cancer data. Bullish sentiment remains dominant, with many investors anticipating further price appreciation driven by the company's commercial execution and upcoming pipeline milestones.

Generac Holdings, Inc. engages in the business of designing and manufacturing energy technology solutions. It operates under the Domestic and International segments. The Domestic segment includes the legacy Generac business and the acquisitions that are based in the United States and Canada. The International segment focuses on Generac business' Latin American export operations. The company was founded in 1959 and is headquartered in Waukesha, WI.

Generac Holdings Inc

Generac is trending following a supply agreement with Amazon for backup data center generators, which traders view as a significant catalyst that expands the company's role in AI infrastructure. While bullish sentiment dominates the discussion around the deal's long-term revenue potential and analyst price target hikes, some investors are debating potential short-term profit-taking or dilution concerns.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending following reports that the company is in exploratory discussions with SK Hynix regarding a potential partnership to manufacture memory chips at Intel's Ohio facility. While the news initially fueled optimism, the sentiment turned volatile as traders debated the validity of the rumors and monitored the broader impact of upcoming Federal Reserve rate decisions.

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 after announcing significant price hikes for its on-demand GPU compute services, which the community views as a strong signal of persistent AI demand despite concerns over sector-wide volatility and sympathy moves from peer companies.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

Lockheed Martin is trending following a positive second-quarter earnings report that featured a record-high order backlog and a raised full-year financial outlook, which investors attribute to sustained demand for missile systems. While some market participants remain focused on the company's role in global defense and potential upside from defense spending legislation, sentiment is mixed due to ongoing sector volatility and debates regarding the stock's recent performance relative to the broader market.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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$WRD I like this one from Tony on X but it&#39;s a message to his 70 followers. He tagged Elon Musk so the message will go further this time. 
 
&quot;As the market watches cybercab @elonmusk Autonomous Driving is emerging as the first large-scale commercial application of Physical AI. Today, WeRide’s Robobus has tested and operated in 40+ cities globally.&quot; 
https://x.com/TonyHan_WeRide/status/2100494973036540196/video/1

As the market watches cybercab @elonmusk, Autonomous Driving is emerging as the first large-scale commercial application of Physical AI. Today, WeRide's Robobus has tested and operated in 40+ cities globally. pic.twitter.com/MzEXlt2z9A

X (Formerly Twitter)

Tony Han on X (formerly Twitter): "As the market watches cybercab @elonmusk, Autonomous Driving is emerging as the first large-scale commercial application of Physical AI. Today, WeRide's Robobus has tested and operated in 40+ cities globally. pic.twit...

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WeRide Inc. - ADR

 I like this one from Tony on X but it's a message to his 70 followers. He tagged Elon Musk so the message will go further this time. 
 
"As the market watches cybercab 

 Autonomous Driving is emerging as the first large-scale commercial application of Physical AI. Today, WeRide’s Robobus has tested and operated in 40+ cities globally." 
