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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 sharply upward ahead of its highly anticipated earnings report later today, with the community divided between strong bullish sentiment driven by massive AI demand and new product excitement, and cautious predictions of a "sell the news" event following the recent rally.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending amid a significant stock price decline, fueling community debate over broader software sector weakness and perceived threats from AI, contrasted by conviction from investors who highlight strong fundamentals, strategic AI pivots, and upcoming earnings as catalysts for a major rebound and short squeeze.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is trending after reporting strong quarterly earnings that surpassed expectations, showcasing robust growth in USDC adoption and transaction volume, which has ignited bullish sentiment and discussions around its pivotal role as foundational digital dollar infrastructure amid debates on its valuation and market sensitivity.

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 (IBRX) is trending with high community anticipation for upcoming ASCO GU data on its ANKTIVA immunotherapy. Many expect this data to solidify the drug's position as a standard-of-care backbone for various cancers, driving strong conviction and 'buy the dip' sentiment despite persistent short pressure.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending following its recent earnings, which showed a revenue decline but emphasized a strategic pivot to high-power AI data centers with new GaN and SiC solutions. The community is actively discussing the technology's critical role in addressing AI's escalating energy demands, with significant anticipation for definitive, revenue-generating contracts from hyperscalers like NVIDIA.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics is trending after its experimental Friedreich's ataxia treatment received FDA Breakthrough Therapy designation, with the agency open to accelerated approval using a novel biomarker. The community is buzzing with high price targets and buyout speculation, navigating discussions around potential future dilution and the drug's safety profile.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA Group is trending following strong Q4 earnings that surpassed analyst expectations, fueled by double-digit revenue growth and upbeat FY26 guidance for restaurant expansion and same-store sales. The market is buzzing with a perceived short squeeze, as bulls celebrate the upward momentum and increased price targets, while some express skepticism over the stock's high valuation despite its growth in the fast-casual dining sector.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is a hot topic following activist investor Jana Partners' reported stake and mixed Q4 earnings, with community sentiment sharply divided between those who see a "massively undervalued" fintech leader on the cusp of a turnaround and skeptics concerned about sector headwinds and debt. Discussions also center on aggressive call buying and ongoing insider accumulation as signs of potential future upside for the stock.

Oddity Tech Ltd. engages in the online retail sale of cosmetics and beauty products. Its products include lipsticks, makeup brushes, mascara, eyelash curlers, and makeup brush cleansers. The company was founded by Oran Holtzman and Shiran Holtzman-Erel on March 23, 2013 and is headquartered in Tel Aviv, Israel.

ODDITY Tech Ltd. - Ordinary Shares - Class A

ODDITY Tech Ltd. is trending after a dramatic share price fall, driven by a forecast of substantial revenue decline in the upcoming quarter due to an advertising algorithm issue, as the community intensely debates if the sell-off is an overreaction or signals deeper concerns about the company's operational integrity.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is trending after its latest earnings revealed impressive revenue growth, particularly in diagnostics, and a record total contract value with pharma partners for its AI-driven oncology platform. However, a wider net loss and anticipated slower revenue growth are sparking a debate among investors, with many seeing a buy-the-dip opportunity fueled by institutional interest and short-squeeze potential.

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https://finance.yahoo.com/news/trump-lays-out-a-new-ground-rule-for-big-techs-ai-build-out-bring-your-own-power-161403379.html

During his State of the Union address, President Trump announced a "ratepayer protection pledge" requiring Big Tech AI developers to fund their own energy usage.