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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

APLD is trending as investors anticipate earnings, with many hoping for news on potential hyperscaler deals that could boost AI infrastructure growth. Community discussions center on the timing of a new lease and the impact of Macquarie's recent funding draw. Bullish sentiment remains strong due to expectations for increased AI data center demand and APLD's strategic positioning in the sector.

SEALSQ Corp. is a holding company, which engages in the security of microcontrollers. It operates through the following geographical segments: North America, Europe, Middle East, Africa, Asia Pacific, and Latin America. It focuses on authentication process, digital certification, and covering individual patents of semiconductors. The company was founded on April 1, 2022 and is headquartered in Cointrin, Switzerland.

SEALSQ Corp

SEALSQ ($LAES) is trending due to a new partnership to develop quantum-resistant chips for US government and defense, sparking excitement about potential government contracts and long-term growth. Community members are discussing the possibility of a short squeeze and comparing $LAES to other quantum computing stocks, with many anticipating a multi-day run. The stock's significant trading volume and the bullish outlook for the quantum computing sector are also fueling the conversation.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath ($PATH) is trending due to a significant surge fueled by new AI partnerships with industry leaders like OpenAI, Google, NVIDIA, and Snowflake. The community is buzzing about the company's shift towards agentic automation and its potential to become a central player in enterprise AI, drawing comparisons to Palantir ($PLTR). Many believe $PATH has been undervalued and are anticipating further gains, citing its strong cash position and strategic partnerships as catalysts for future growth.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf ($WULF) is trending as investors discuss a potential short squeeze, fueled by its high short interest and growing optimism around its transition to AI and high-performance computing. Community members are pointing to the stock's setup mirroring past breakouts, while also highlighting analyst price targets and the increasing open interest in call options. Some are closely watching for news regarding the Lake Cayuga site approval, which could act as a further catalyst.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

SLV is trending as silver prices approach multi-decade highs, sparking discussions about a potential breakout. Community members are debating whether demand is crushing short positions and anticipating further gains, with some pointing to a possible short squeeze. The broader context involves rising interest in precious metals as a hedge against economic uncertainty, amplified by a potentially weaker dollar and a possible government shutdown.

TOSHI

TOSHI is trending as the community rallies behind the token, pointing to strong chart patterns and increasing volume. Many are drawing comparisons to previous meme coin surges, speculating on potential listings on major exchanges like Robinhood and Binance. The community emphasizes its strong organic growth and active engagement.

HIVE Digital Technologies Ltd. engages in building a bridge between the digital currency and blockchain sector and traditional capital markets. It operates data centers for computing and mining cryptocurrencies, including Bitcoin and other coins. The firm owns and operates green energy-powered data center facilities in Canada, Sweden, and Iceland. Its project includes Iceland Cryptocurrency Mining. HIVE Digital Technologies was founded on June 24, 1987 and is headquartered in San Antonio, TX.

HIVE Digital Technologies Ltd.

HIVE Digital Technologies Ltd

HIVE Digital Technologies is trending amid increased Bitcoin production and expansion into AI cloud services, sparking community excitement around its potential in both sectors. Some investors are drawing comparisons to IREN, while others highlight HIVE's strong assets and growing hashrate, anticipating further upward momentum. Discussions also focus on potential partnerships and undervaluation relative to peers.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending amidst high volatility and a debate over its valuation as a quantum computing company. Community members are actively discussing potential short squeezes, the launch of a new 2x short ETF (RGTZ), and whether the stock's price is sustainable given its current revenue. Some investors express concerns about a potential bubble, while others remain bullish, citing the future potential of quantum computing and the company's technological advancements.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense & Security is trending as investors discuss its potential due to increased defense spending and the company's focus on drones and hypersonic technology. Community members are closely watching for upcoming contract announcements and potential partnerships, with some suggesting a significant long-term upside. Recent news highlights Kratos's growing role in advanced defense systems, further fueling optimism.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

NBIS is trending as investors actively discuss the potential impact of data center constraints and new partnerships on the company's growth. Community members are speculating about upcoming news and potential deals, particularly related to its stake in Clickhouse and its role in AI infrastructure. The stock's volatility and potential for significant gains are also prominent talking points.

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Accenture plc (ACN) is initiating a workforce overhaul as it sharpens its focus on artificial intelligence, with plans to phase out employees who are unable to adapt to the company’s evolving AI-first strategy.During the fourth-quarter (Q4) earnings call on Thursday, CEO Julie Sweet emphasized that AI will soon become integral to all aspects of the company's operations, and those unable to transition into AI-focused roles will be let go under an accelerated timeline.“We are reinventing what we sell, how we deliver, how we partner, and how we operate Accenture,” said Sweet. “We are exiting, on a compressed timeline, people where re-skilling based on our experience is not a viable path for the skills we need.”<a href="https://stocktwits.com/symbol/ACN">Accenture stock</a> inched 0.2% higher in Friday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.<figure class="image"><img style="aspect-ratio:933/115;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_26_075501_png_b988961d86.webp" alt="ACN’s Sentiment Meter and Message Volume as of 08:40 a.m. ET on Sep. 26, 2025 | Source: Stocktwits" width="933" height="115"><figcaption>ACN’s Sentiment Meter and Message Volume as of 08:40 a.m. ET on Sep. 26, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 122% surge in user message count over 24 hours, as of Friday morning. A bullish Stocktwits user said the AI-related business should ‘drive up some enthusiasm’.<stembedurl>https://stocktwits.com/diguzman29/message/630039847</stembedurl>Another user lauded the earnings.<stembedurl>https://stocktwits.com/Bobky2030/message/629961168</stembedurl>During the fourth quarter (Q4), the company initiated a six-month restructuring plan to enhance operations and recorded a charge of $615 million. It also expects to add about $250 million in costs in the first quarter (Q1) of fiscal year 2026, bringing the total to around $865 million over the six months.&nbsp;These expenses primarily cover severance payments and the write-down of certain assets associated with Accenture’s workforce strategy. CFO Angie Park stated that the restructuring is projected to yield over $1 billion in savings. These funds, she added, will be redirected toward growth initiatives and further upskilling programs.Guggenheim has reduced its price target on Accenture to $285, down from $305, but maintained a ‘Buy’ rating, according to TheFly. The firm noted that the recent restructuring provides bearish investors with more reason to question the reliability of Accenture’s profit strategy, especially given the ongoing margin issues and the fact that this is the second restructuring in three years.Accenture's stock has lost over 33% in 2025.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-iren-stock-falling-today/chDVXt1R3IC">Why Is IREN Stock Falling Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone held in a hand shows the logo of Accenture Plc.

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During the fourth-quarter earnings call on Thursday, CEO Julie Sweet emphasized that those unable to transition into AI-focused roles will be let go under an accelerated timeline.

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During the fourth-quarter earnings call on Thursday, CEO Julie Sweet emphasized that those unable to transition into AI-focused roles will be let go under an accelerated timeline.


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Accenture is a global professional services company that helps the world’s businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The firm combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. It operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1951 and is headquartered in Dublin, Ireland.

Accenture plc - Ordinary Shares - Class A

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