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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 due to multiple partnerships and product announcements driving optimism around its role in AI, autonomous vehicles, and 6G. Community discussions highlight the company's potential for continued revenue growth and market dominance. Recent news includes collaborations with Palantir, Uber, and Nokia, as well as updates on Blackwell GPU production and supercomputer projects.

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 ($ORCL) is trending due to its involvement in AI infrastructure projects, particularly related to NVIDIA and the Department of Energy. The community is discussing Oracle's potential to reach a $1T market cap and its role in partnerships with companies like Uber and Eli Lilly. Despite positive news, some traders express frustration with the stock's recent performance, citing a high debt ratio.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is trending due to a recently announced $5 billion partnership with Brookfield to power AI data centers, driving investor optimism and discussions about the company's role in meeting the increasing energy demands of AI. The community is analyzing the potential long-term impact of this deal, with some highlighting the company's strong position in the energy sector and others questioning the current valuation. This surge comes amid a broader conversation about the energy needs of AI and the potential for alternative power solutions.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nvidia's recent $1 billion investment in Nokia to advance AI-driven 5G and 6G technology is driving significant interest in the stock. Community discussions revolve around the potential for a short squeeze and Nokia's renewed relevance in the AI and telecom landscape, with some seeing parallels to past meme stock rallies.

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 due to its close ties with Nvidia, as the latter makes AI partnership announcements. Community members are actively discussing SMCI's potential revenue growth in the coming quarters, particularly its expected role in supplying AI servers. Broader market trends in AI infrastructure and data centers are also impacting the stock's movement.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending amid discussions around its autonomous vehicle strategy, particularly its partnership with NVIDIA to deploy robotaxis by 2027. Community talking points include the competitive landscape with Tesla and potential impacts from new AI integrations, as well as debate over the company's valuation and long-term growth prospects in the evolving transportation sector.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid is trending amid news of Gravity SUV deliveries beginning in Saudi Arabia and the Air Sapphire winning German Performance Car of the Year, yet concerns persist around production, dilution, and the lack of a permanent CEO. The community is actively discussing the company's partnerships, potential for a short squeeze, and overall financial health in light of recent market activity. Some investors express frustration with the stock's performance despite what they perceive as superior EV technology.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors anticipate upcoming earnings results and analyze its stake in OpenAI. The community is closely watching for cloud growth and AI contributions to revenue, with some analysts predicting a strong quarter. Discussions also highlight Microsoft's steady performance amidst market volatility and its potential for further upside.

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Meme Economic Forum

$MEF is trending as traders discuss its potential, citing bullish sentiment and a possible breakout. Community members are actively discussing accumulation strategies and where to purchase the token, highlighting its availability on Phantom Wallet. The crypto is associated with the Solana ecosystem and other meme coins, contributing to the increased attention.

Stride, Inc. is a technology-based educational company, which engages in the provision of proprietary and third-party curriculum, software systems and educational services. It also offers online curriculum and career services to middle and high school students, under the Destinations Career Academy brand name. The company was founded by Ronald J. Packard in 2000 and is headquartered in Reston, VA.

Stride Inc

Stride ($LRN) is trending due to a massive earnings beat and strong guidance, leading to a significant price surge. While some analysts are raising price targets, the community is debating whether the stock is overvalued and if a pullback is imminent, especially given recent insider selling. Discussions also involve the company's growth strategy and its position in the online education market.

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Current Report: Brookfield Infrastructure $BIP https://talkmarkets.com/content/stocks--equities/current-report-brookfield-infrastructure?post=525669

Adam J. Garcia

Brookfield has paid dividends quarterly since March 31, 2008. The current forward looking annual $1.72 dividend yields 5.16% per Monday's $33.33 share price.