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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 trending amidst mixed reactions to its earnings report and future guidance, sparking debate about its valuation and management. While the company projects substantial revenue growth in the AI server market, concerns linger around margins and historical performance, leading to community discussions on whether the dip presents a buying opportunity or signals deeper issues.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is trending as investors discuss the potential impacts of a bidding war with Pfizer for Metsera, with community members debating the company's strategy and valuation. Discussions also involve speculation around upcoming earnings, potential FDA approvals for oral treatments, and the competitive landscape with Eli Lilly. Some traders express concerns about the stock's recent performance and management decisions, while others see it as an oversold value opportunity.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart ($UPST) is trending due to a significant after-hours drop following its latest earnings report, despite some positive metrics; the report included revenue -.9%, EPS +23.5%. The community is debating the validity of Upstart's AI-driven lending model and its loan portfolio, with some questioning the company's future prospects in the face of broader economic uncertainty and rising interest rates. Some community members expect a run up to earnings while others are planning to short.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. 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 mixed sentiment following its recent earnings report; despite beating expectations, concerns over revenue guidance and competition in the AI chip market are weighing on the stock. The community is actively debating AMD's valuation, growth prospects, and potential impact from export restrictions to China, while analysts adjust price targets to reflect both optimism and caution.

Hertz Global Holdings, Inc. engages in the vehicle rental business through the Hertz, Dollar, and Thrifty brands. It operates under the Americas Rental Car (RAC) and International Rental Car (RAC) segments. The Americas RAC segment focuses on operations in the United States, Canada, Latin America, and the Caribbean. The International RAC segment includes the provision of rental and sales of vehicles and value-added services in other locations. The company was founded in 1918 and is headquartered in Estero, FL.

Hertz Global Holdings Inc. - Ordinary Shares (New)

Hertz is trending amid discussions of a potential short squeeze, fueled by high short interest and a recent earnings report that sparked debate about the company's turnaround. The community is weighing the potential for a squeeze against underlying financial concerns and the broader market's volatility, with some drawing comparisons to past meme stock rallies.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is trending despite a post-earnings selloff, with the community debating whether the guidance was weaker than anticipated and if the stock was overly punished.  Bulls view the dip as a buying opportunity, citing the company's strong fundamentals, growth potential in the AI sector, and positive long-term prospects. Some messages point to the broader AI valuation concerns impacting the stock.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

Zebec Network is trending amid mixed sentiment, with community members debating its potential partnerships and upcoming token unlock. Some express concerns about fraud accusations against the founder and potential dilution, while others highlight the project's technology and stake positions. The community is closely watching for news and catalysts that could impact the price.

Biohaven Ltd. is a global clinical stage biopharmaceutical company, which engages in the discovery, development, and commercialization of therapies for people with neurological and neuropsychiatric diseases. The company was founded on May 2, 2022 and is headquartered in New Haven, CT.

Biohaven Ltd

Biohaven Pharmaceutical Holding Company Ltd

Following the FDA's complete response letter for its spinocerebellar ataxia drug, Biohaven's stock is facing significant pressure as the community discusses the implications of the regulatory setback. Despite the negative news, some investors are optimistic, pointing to the company's obesity program and pipeline as potential catalysts. Discussions revolve around the path forward with the FDA, potential cost-cutting measures, and the possibility of future insider buying.

Lemonade, Inc. is a holding company, which engages in the provision of insurance services. The firm's products include renters and homeowners insurance, and pet insurance. It offers insurance coverage under the homeowners multi-peril, inland marine, and general liability lines of business. The company was founded by Daniel Asher Schreiber and Shai Wininger on June 17, 2015 and is headquartered in New York, NY.

Lemonade Inc

Lemonade is trending as investors discuss its recent earnings report and future potential, with some expressing concerns about an upcoming stock crash. The community is focused on whether the company can maintain its earnings surprise streak, while others eye a potential short squeeze. Broader discussions include comparisons with other insurtech companies and the potential impact of AI on the sector.

BlackRock Institutional Trust Company N.A. - iShares Russell 2000 ETF

iShares Russell 2000 ETF

IWM is trending amid discussions about market breadth, potential rate cuts, and the upcoming Fed decision, with community members debating whether small caps can sustain their recent outperformance relative to larger indices. Ongoing macro uncertainties, such as the government shutdown and US-China trade relations, add another layer of complexity to the ETF's price action. The options flow indicates increased hedging activity with traders closely monitoring key support and resistance levels.

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$AMZN $MSFT $META $GOOGL $GRPN   CWEB Business News: The Magnificent Seven’s AI Gambit Sends Mixed Signals, Meta Plunges on Spending Fears https://cweb.com/cweb-business-news-the-magnificent-sevens-ai-gambit-sends-mixed-signals-meta-plunges-on-spending-fears/

Mike frassinone

BIG FAN

The latest earnings season has delivered a stark tale of two strategies within the tech sector's elite "Magnificent Seven," with investor sentiment sharply divided over the aggressive-and expensive-pivot to artificial intelligence. This week, a clear narrative emerged: strong current earnings are no longer enough to satisfy the market.

CWEB

CWEB Business News: The Magnificent Seven's AI Gambit Sends Mixed Signals, Meta Plunges on Spending Fears

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Amazon.com Inc

Microsoft Corp

Meta Platforms Inc

Alphabet Inc Class A

Groupon Inc

   CWEB Business News: The Magnificent Seven’s AI Gambit Sends Mixed Signals, Meta Plunges on Spending Fears 