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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 amidst buzz around potential new partnerships and optimism following its GTC conference, with the stock price approaching a $5 trillion market cap. The community is actively discussing the implications of these developments for AI and the competitive landscape. Bullish sentiment prevails as investors weigh NVIDIA's future growth prospects and its role in shaping the AI industry.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy ($ENPH) is trending amid discussions around its recent performance and future outlook, with the community focusing on poor guidance despite a massive beat. Concerns about management's communication and shareholder value are prominent, alongside debates on the impact of potential shifts in the solar sector. Some investors express frustration with the stock's performance compared to its peers, while others remain optimistic about its long-term potential in the growing energy market.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending after reporting earnings, initiating a dividend, and announcing a partnership with OpenAI, though some investors are concerned about single-digit account growth and spending deceleration. The community is discussing whether this is a turning point for the stock after years of sideways trading, with some citing valuation metrics and buyback programs as reasons for optimism, while others believe it will continue to struggle. There's also considerable debate about whether the stock can hold its gains, especially with potential analyst downgrades looming.

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 recent partnership with Brookfield Asset Management focused on powering AI data centers, driving investor optimism. Community members are impressed with the company's execution and potential for further growth, with some expressing regret for not investing earlier. This positive sentiment contrasts with frustration around other companies in the sector, as investors see Bloom Energy as a key player in meeting the increasing energy demands of AI.

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

Nokia is trending due to Nvidia's strategic investment and partnership focused on AI-driven networking and 6G technology, igniting excitement among investors. Community members are discussing the potential for Nokia to redefine its role in the AI and telecom space, with some speculating on significant long-term gains. The news has sparked a surge in trading volume as investors assess the implications for Nokia's future in the evolving technology landscape.

Aurora Innovation, Inc. engages in the design and development of automobile hardware, software, and provision of data services. It offers the Aurora Driver which allows a vehicle to drive itself. The company was founded by Christopher Urmson, Sterling Anderson and James Andrew Bagnell in 2017 and is headquartered in Pittsburgh, PA.

Aurora Innovation Inc - Ordinary Shares - Class A

AUR is trending as investors discuss the company's progress in autonomous trucking, including service expansion and next-generation hardware development, highlighted in a recent investor presentation. Community members are focused on the potential for partnerships with tech giants like Nvidia or OpenAI. Bullish sentiment is building around the company's plans to deploy driverless trucks in 2026 and recent earnings beat.

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.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visa is trending following its Q3 earnings release, which beat expectations on both EPS and revenue; however, the stock is trading slightly lower after hours. Community discussion revolves around the company's future growth prospects and potential impact from stablecoin adoption, despite a solid quarter. Some investors express frustration over the stock's price action, while others view the dip as a buying opportunity, given Visa's established position in the payment processing sector.

Caesars Entertainment, Inc. engages in the management of casinos and resorts under the Caesars, Harrah's, Horseshoe, and Eldorado brands. It operates through the following segments: Las Vegas, Regional, Caesars Digital, Managed and Branded, and Corporate and Other. The company was founded in 1937 and is headquartered in Reno, NV.

Caesars Entertainment Inc

CZR is trending due to mixed reactions to its recent earnings report, with discussions focusing on revenue versus EPS and the impact of Vegas visitation. Community perspectives range from concerns about management and debt to optimism about long-term potential and oversold conditions. Some traders are discussing potential mergers and acquisitions.

Booking Holdings, Inc. engages in the provision of online travel and related solutions. The firm offers services through the following brands: Booking.com, Priceline, Agoda, KAYAK, and OpenTable. It provides accommodation reservations including hotels, hostels, apartments, vacation rentals, and other properties. The company was founded by Jay Scott Walker on July 18, 1997, and is headquartered in Norwalk, CT.

Booking Holdings Inc

Booking Holdings is trending following Q3 earnings, with community members discussing the company's growth, AI initiatives, and performance in Asian markets. Despite some CEO pushback on the importance of AI for travel booking, others point to strong revenue and bookings growth, leading to bullish sentiment. Analyst upgrades and price target adjustments are contributing to the increased attention on $BKNG.

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$INTC Big things happening for $INTC Oct 9th that will put $TSM $AMD $NVDA ON  NOTICE. 
&quot;The company conducted hours of technical briefings &amp; factory tours in Arizona for industry analysts last week on the new Panther Lake microarchitecture, including detailed explanations of the graphics &amp; central processor cores &amp; its media engine, according to the sources. Intel revealed a redesigned AI engine &amp; the company&#39;s efficiency &amp; performance processor cores, which were redesigned for the 18A manufacturing process.&quot;
https://finance.yahoo.com/news/intel-reveal-tech-details-forthcoming-225159709.html
&quot;They&#39;re a really exciting prospect as potential handheld gaming chips. 50%-plus more gaming performance in a handheld could be very sweet indeed. &quot;
￼https://www.pcgamer.com/hardware/processors/the-latest-intel-panther-lake-cpu-leak-details-next-gen-core-ultra-300-range-with-high-performance-graphics-restricted-to-a-new-x-model-line/
 @ 17:30 min,  https://youtu.be/eUmFbgkfXLg?si=vprePfekEjnbbBtZ

SAN FRANCISCO (Reuters) -Intel plans to release technical details about its forthcoming chip for laptops, known as Panther Lake, on Thursday, four sources briefed on the plans told Reuters. It is part of an effort to reassure investors about Intel's first product made entirely using its next-generation manufacturing process called 18A, the sources said.

Intel to reveal tech details on forthcoming PC chip, sources say

Our first taste of Intel's 18A silicon is approaching fast.

The latest Intel Panther Lake CPU leak details next-gen Core Ultra 300 range with high-performance graphics restricted to a new 'X' model line

Panther Lake is the first processor to use the Intel 18A process node. This episode of Talking Tech, we take a deeper loop at this cutting-edge manufacturing technology and why it's so important for next-gen processors. Hear about why we chose to implement two fundamentally new technologies in this node, debuting RibbonFET gate-all-around transistors and PowerVia backside power delivery.