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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

Advanced Micro Devices is surging following news of a multi-year agreement to supply AI chips to Meta, a deal valued at over $100 billion, though the community is sharply divided on the true accretive value due to performance-based stock warrants granted to Meta.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is drawing significant attention after reporting an earnings miss, prompting a polarized community debate: while some investors are concerned about current financial losses, many are dismissing the backward-looking results to focus on the company's strategic pivot to AI/HPC data centers, supported by new hyperscaler contracts and a recent analyst upgrade to a $38 price target.

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 actively trending ahead of its highly anticipated earnings report, with significant community debate around continued insatiable AI chip demand and a potentially sold-out product pipeline, contrasted by some investors anticipating a 'sell the news' reaction and observing rising competition.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is trending following its recent corporate update and strong financial results, highlighted by a major global collaboration with Astellas for its VIR-5500 prostate cancer program, which includes substantial upfront payments and significant milestone potential. Community discussion is actively debating the new cash influx, promising early clinical data, and potential for a short squeeze, while others predict a 'rug pull' based on the stock's historical tendency for gains to reverse.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is actively discussed following news of significant multi-year agreements with both Nvidia and AMD for AI chips; bulls view these massive investments as a strategic move to dominate the AI landscape, while bears express concern over escalating capital expenditures impacting profitability amid market volatility and ongoing regulatory scrutiny.

The AES Corp. engages in the provision of power generation and utility services through its renewable and thermal generation facilities and distribution businesses. It operates through the following segments: U.S. and Utilities Strategic Business Unit (SBU), South America SBU, MCAC SBU, Eurasia SBU. The U.S. and Utilities SBU segment consists of facilities in the United States, Puerto Rico and El Salvador. The South America SBU segment covers Chile, Colombia, Argentina, and Brazil. The MCAC SBU segment refers to Mexico, Central America, and the Caribbean. The Eurasia SBU segment handles operations in Europe and Asia. The company was founded by Dennis W. Bakke and Roger W. Sant in 1981 and is headquartered in Arlington, VA.

AES Corp.

AES Corporation is trending amid widespread reports that BlackRock's Global Infrastructure Partners is nearing a multi-billion-dollar takeover, a move seen to capitalize on the utility's strategic position in supplying renewable energy to fast-growing tech and AI data centers. The community is intensely debating the potential acquisition price, weighing the company's significant debt against its long-term growth prospects and perceived undervaluation.

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 generating significant buzz following robust revenue growth for ANKTIVA and an ambitious plan to expand its BioShield platform across multiple cancer indications and global markets. The community is actively discussing the potential for a substantial short squeeze, propelled by strong bullish sentiment and anticipation of further positive catalysts.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending on high expectations for its upcoming earnings report, with the community anticipating significant AI semiconductor revenue growth, driven by its critical role in providing custom AI accelerators and indispensable networking solutions for major hyperscaler infrastructure buildouts.

DigitalOcean Holdings, Inc. engages in the provision of providing cloud infrastructure. It operates through the following geographical segments: United States, Netherlands, Germany, Canada, Singapore, and Other. The company was founded in 2012 and is headquartered in Broomfield, CO.

DigitalOcean Holdings Inc

DigitalOcean is trending as investors react to its latest earnings report, which showcased accelerating revenue growth guidance for 2026 and 2027, robust expansion in AI workloads, and a successful shift towards larger enterprise customers. The community is actively discussing DOCN's enhanced position as a crucial AI inference and cloud infrastructure provider, fueling a strong re-evaluation of its growth trajectory.

GraniteShares ETF Trust - GraniteShares 2x Long AMD Daily ETF

GraniteShares 2x Long AMD Daily ETF

AMDL is drawing strong investor interest following several bullish catalysts for its underlying asset, AMD, including major AI chip deals and government partnerships, coupled with rising institutional ownership. The community is actively discussing AMD's accelerating market share in the AI sector and the magnified returns offered by this 2x leveraged ETF.

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Telsey Advisory Group maintains Tapestry $TPR at Outperform and raises the price target from $150 to 
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Tapestry Inc

Telsey Advisory Group maintains Tapestry 

 at Outperform and raises the price target from $150 to 
