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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel's stock is trending following its latest earnings report, where strong Q4 results were overshadowed by weaker-than-expected Q1 guidance and acknowledged production bottlenecks. The community is sharply divided, with bears pointing to overvaluation and manufacturing challenges, while bulls emphasize Intel's strategic national security importance and long-term turnaround potential amid government backing.

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

Advanced Micro Devices is trending strongly as competitor Intel's disappointing earnings outlook fuels expectations of AMD gaining significant market share. This momentum is further amplified by news of a large AI company's commitment to AMD's advanced AI chips for massive data center expansion, underscoring its pivotal role in the burgeoning AI and server markets. The community is actively discussing AMD's competitive edge and potential for new highs amidst a backdrop of anticipated CPU shortages.

Sensei Biotherapeutics, Inc. is a clinical-stage biopharmaceutical company which focuses on the discovery, development, and delivery of next generation immunotherapies for the treatment of cancer and infectious diseases. The company was founded in 1999 and is headquartered in Rockville, MD.

Sensei Biotherapeutics Inc

Sensei Biotherapeutics (SNSE) is trending due to its exceptionally low public float and an ongoing strategic review that has ignited intense speculation about a potential sale or merger. Community sentiment is deeply divided, with bullish traders eyeing a significant short squeeze and highlighting the company's robust cash position, while skeptics caution about a pump-and-dump given its discontinued drug pipeline and planned operational wind-down.

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 as news breaks of China approving H200 chip orders, fueling speculation about accelerating demand for its next-gen Rubin architecture and solidifying its role in global AI infrastructure. The community is actively debating its market performance, with many highlighting its expanding reach into diverse sectors like AI PCs and sovereign AI factories, especially in contrast to competitors' recent struggles.

Movano, Inc. is a health-focused technology company. The firm uses non-invasive technology to enable individuals and their healthcare partners to measure and manage their health conditions. It offers solutions through the app, the cloud, the wearable, and the sensor. The company was founded by Michael Aaron Leabman in January 2018 and is headquartered in Pleasanton, CA.

Movano Inc

Movano Inc. is experiencing significant trading activity following news that its merger partner, Corvex, secured a long-term NVIDIA H200 GPU deployment, fueling speculation about its future in the AI sector. Community chatter is highly polarized, with many investors anticipating substantial price appreciation due to the low float and NVIDIA association, while others caution about the stock's pump-and-dump history and question the true depth of the NVIDIA relationship.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune (ALT) is generating significant buzz after its MASH drug, pemvidutide, received Breakthrough Therapy Designation, signaling strong potential in a rapidly evolving market. The community is intensely discussing the drug's differentiated 'best-in-class' profile, particularly its weight loss and liver benefits, fueling widespread speculation about an imminent partnership or acquisition by a major pharmaceutical player.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital (NUAI) is trending intensely following its strategic partnership with Primary Digital Infrastructure to co-develop a massive hyperscale data center campus and the completed acquisition of Texas Critical Data Centers. Community discussion is rife with anticipation for a major hyperscale tenant announcement, fueling significant bullish sentiment around its AI and energy infrastructure capabilities. Amidst a recent strong rally, investors are weighing long-term growth potential against concerns regarding upcoming share offerings and the project's current development phase.

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 (AVGO) is trending due to recent market underperformance and investor debate, despite receiving multiple analyst upgrades and notable institutional buying. The community is actively discussing potential headwinds from a reported Chinese regulatory directive impacting its VMware software segment and intensifying competition in custom chips. This has created a polarized sentiment as market participants weigh these concerns against AVGO's strong fundamentals and position in the AI infrastructure space.

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

Super Micro Computer (SMCI) is actively discussed as its Q2 earnings report on February 3rd approaches, notably without a preceding business update. This has fueled community speculation that the company is poised to meet or exceed revenue and EPS expectations, driving strong calls for a short squeeze given its perceived undervaluation in the crucial AI infrastructure sector. Despite ongoing discussions around gross margins, many view SMCI as a pivotal player poised for significant movement.

RYVYL Inc. is a financial technology company that develops software platforms and tools that are focused on providing global payment acceptance and disbursement capabilities. It offers an innovative payment platform-as-a-service that redefines global payment solutions, enabling seamless business-to-business, consumer-to-business, and peer-to-peer transactions worldwide. The company leverages advanced electronic payment technology to deliver seamless financial solutions across global markets. It operates through two geographical segments: North America and International. The company was founded on April 10, 2007 and is headquartered in San Diego, CA.

Ryvyl Inc

Ryvyl Inc. is experiencing significant trading activity driven by its extremely low public float and high volume, sparking community discussions around a potential short squeeze. Recent filings for its merger with Roundtable, including a significant strategic partnership with The Hockey News, are fueling speculation about its future as a Web3 digital media and fintech platform. The company's ongoing efforts to maintain NASDAQ compliance are also a key focus among investors.

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TD Cowen upgrades $FTNT  to Buy, citing stable performance, upside to revenue, and AI boosting—not replacing—security software. https://notreload.xyz/fortinet-upgraded-to-buy-as-ai-boosts-security-growth/

TD Cowen upgrades Fortinet to Buy, citing stable 2026 outlook, AI-driven security demand, and potential upside to billings and revenue.

NOTRELOAD AI

Fortinet Upgraded to Buy as AI Boosts Security Growth

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Fortinet Inc

  to Buy, citing stable performance, upside to revenue, and AI boosting—not replacing—security software. 