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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 (NBIS) is trending after announcing a multi-billion dollar AI infrastructure agreement with Microsoft, sparking excitement and speculation of further deals. The community is buzzing about the potential impact on revenue and valuation, with some predicting significant future growth and comparing NBIS to other AI infrastructure players. Discussions also include potential impacts on related stocks and the broader AI sector.

Eightco Holdings, Inc. is a publicly traded holding company, which operates in the consumer products and e-commerce markets, focusing on developing and deploying innovative technology, and capital solutions to empower small to medium-sized businesses. It operates through the North America and Europe geographical segments. The company was founded in 1966 and is headquartered in Easton, PA.

Eightco Holdings Inc

Eightco Holdings Inc ($OCTO) is trending due to a massive surge following news of a $250 million private placement to launch a Worldcoin treasury strategy. Community members are discussing potential short squeezes, comparing it to previous high-flying stocks, and debating whether the valuation is justified given the company's plans and the volatility of crypto-related investments, with some expressing concerns about a potential pump and dump.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor ($OPEN) is trending as community members debate the influence of known short sellers, like Martin Shkreli and Citron Research, on the stock. Some traders are dismissing the impact of these short positions, citing upcoming catalysts such as potential interest rate cuts and new business developments for Opendoor. The discussion also includes speculation about a potential short squeeze and the company's long-term prospects in the evolving real estate market.

The mission of the Worldcoin project is to build the world’s largest identity and financial network as a public utility, giving ownership to everyone. A key component of the Worldcoin project is the development of the foundational infrastructure that will be important for a world where AI plays an increasingly large role.  The Worldcoin system revolves around World ID, a privacy-preserving global identity network. World ID enables users to verify their humanness online while maintaining their privacy through zero-knowledge proofs.  Using World ID, individuals will be able to prove that they are a real, unique human to any platform that integrates with the protocol, including to web3 systems, social networking sites, and governmental programs. This will enable fair airdrops or token/NFT sales, provide protection against bots/sybil attacks on social media, and enable the fairer distribution of limited governmental resources. Furthermore, World ID can also enable global democratic processes and novel forms of governance (e.g., via quadratic voting), and it may eventually show a path to AI-funded UBI. The Worldcoin token (WLD), alongside World ID, will let users participate in governing the Worldcoin protocol.   To engage with the Worldcoin protocol, individuals must first download a first wallet app that supports the creation of a World ID. Users visit a physical imaging device called the Orb to get their World ID Orb-verified. Orbs are operated by a network of independent local businesses called Orb Operators. The Orb uses multispectral sensors to verify humanness and uniqueness to issue an Orb-verified World ID, with all images being promptly deleted on-device per default (absent explicit consent to Data Custody). All Orb-verified World IDs holders are entitled to claim recurring grants of free WLD tokens, subject to certain availability restrictions. The WLD token is designed as a utility token with governance properties.

Worldcoin

Worldcoin is trending as the community discusses its potential linked to Sam Altman's ventures and its role in AI-driven identity verification, with some speculating on future partnerships. Community members are actively debating price targets and whether it can distinguish itself from other crypto projects. However, others express concerns over its tokenomics, limited utility, and privacy implications related to its iris-scanning technology.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

Sentage Holdings, Inc. engages in the financial services, which offers a comprehensive range of financial services across consumer loan repayment and collection management, loan recommendation, and prepaid payment network services in China. The company was founded on September 16, 2019 and is headquartered in Shanghai, China.

Sentage Holdings Inc - Ordinary Shares - Class A

Sentage Holdings Inc

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It also operates the Nichols Ranch, Alta Mesa, and White Mesa Mill projects. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Memecoin on Injective taken over by the community.

Nonja

Nonja is trending due to excitement around Injective's growing ecosystem and potential ETF, with the community emphasizing Nonja's strong position as a leading meme coin on the Injective chain. Bullish sentiment is fueled by Nonja's unique features, including a high percentage of its market cap burned to liquidity, a thriving NFT collection, and a dedicated community. Many believe that Nonja offers amplified gains compared to Injective ($INJ.X) itself, making it an attractive option for investors seeking high-potential plays within the Injective ecosystem.

Dog (Bitcoin) is a fully decentralized memecoin on the Bitcoin blockchain, backed by a community dedicated to onboarding millions of people to Bitcoin.  Dog is secured by the Bitcoin blockchain and exists on Bitcoin L1, marking a significant innovation compared to Bitcoin with just BTC. Dog is a Bitcoin Runes token with a minimal on-chain footprint, native to Bitcoin, and stored in UTXOs, just like Bitcoin.   What is the project about?  Dog does not do any paid promotion and is fully decentralized just like Bitcoin. Every influencer who chooses to post about Dog either received the airdrop or bought on secondary. Dog leverages the CC0 license to ensure that Dog is not owned by any single entity but rather by everyone. This had lead to the "DOG Army" independently creating art, apps, lotteries, plushies, websites, podcast, magazines, X account, IRL meetups, clothing lines, PFP collections, Telegram groups, and TikTok/Instagram about Dog.  What makes your project unique?  Dog was airdropped in the fairest memecoin launch ever. In early 2024, the Bitcoin Ordinals ecosystem came together in a full volunteer initiative that rewarded early adopters of the Ordinals Protocol. There was no team allocation, and 100% of the supply was airdropped for free. The airdrop algorithm favored neither whales nor influencers; it was determined by the community and made open-source for maximum transparency.

Dog (Bitcoin)

Dog (Bitcoin) is trending as the community rallies around its position as the top meme coin on the Bitcoin network, emphasizing its fair launch and strong community. Many see it as a way to bring new users to the Bitcoin ecosystem and are actively discussing its potential to outperform other meme coins. The conversation highlights its unique status as a Bitcoin-native meme with a decentralized and community-driven approach.

Fangdd Network Group Ltd. is an investment holding company, which engages in the provision of real estate information services through its online platform. It also offers integrated marketing services for individual customers, real estate developers, and agents. The company was founded by Yi Duan, Xi Zeng, and Jian Cheng Li in October 2011 and is headquartered in Shenzhen, China.

Fangdd Network Group Ltd - Ordinary Shares - Class A

Fangdd Network Group

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Wall Street Bulls Look Optimistic About Applied Materials (AMAT): Should You Buy?

According to the average brokerage recommendation (ABR), one should invest in Applied Materials (AMAT). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

AMAT vs. AMD: Which Semiconductor Stock Has an Edge Now?

Advanced Micro Devices' AI-driven growth, fueled by new GPUs, software, and data center demand, makes it more attractive than Applied Materials right now.

ASML Aims 60B Euros in Sales by 2030: Can High NA Tools Lead the Way?

ASML targets revenues of 60 billion euros by 2030, banking on High NA EUV tools to drive chip advances despite near-term headwinds.

AMAT Rides on the Strength in Semiconductor Systems: Will it Last?

Applied Materials posts record Q3 revenues on Semiconductor Systems strength, but softer Q4 guidance raises questions on momentum.

Taiwan Semiconductor Stock Up 26% in 6 Months: Hold or Book Profits?

TSM outpaces peers with a 26% stock surge, boosted by AI-driven growth and record earnings, but macro risks and costs make holding the wiser play.

Is Coherent Well-Positioned to Sail Through the EV Wave?

COHR's leading position in SiC substrates, collaboration with DENSO and Mitsubishi Electric, and divestiture ease its ride through the EV revolution.

Applied Materials, Inc. (AMAT) is Attracting Investor Attention: Here is What You Should Know  

Applied Materials (AMAT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

The U.S. announced on Friday plans to tighten restrictions on global chipmakers operating in China, revoking authorizations that allowed Samsung Electronics, SK Hynix, and Intel (INTC) to receive American semiconductor manufacturing equipment in the country.According to a notice in the Federal Register, the restrictions take effect in 120 days. Intel continues to produce wafers in China even though it sold its Dalian NAND plant to SK Hynix in 2021. Now, the companies will need to obtain licenses to buy the equipment in China.&nbsp;<a href="http://stocktwits.com/symbol/INTC">Intel’s stock price</a> edged 1% lower in morning trade. The broader market is also trending lower after it was&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-pce-index-july-2025/chtTiOCRdNX">reported</a> that the personal consumption expenditure (PCE) index rose 2.6% in July, higher than the Federal Reserve’s 2% target. On Stocktwits, retail sentiment around the former PC giant trended lower but remained in ‘bullish’ territory as chatter dipped to ‘normal’ from ‘high’ levels over the past day.&nbsp;The rule change could weigh on sales by U.S. equipment makers KLA Corp. (KLAC), Lam Research (LRCX), and Applied Materials (AMAT). At the same time, it may create openings for Chinese suppliers and benefit Micron (MU), a key U.S. rival to Samsung and SK Hynix in the memory market.<a href="https://stocktwits.com/symbol/LRCX">Lam Research’s stock</a> dropped nearly 3.5% in morning trade, while <a href="https://stocktwits.com/symbol/KLAC">KLA’s stock</a> fell 2.2% and <a href="https://stocktwits.com/symbol/AMAT">shares of Applied Materials</a> were down 2%. However, retail sentiment on Stocktwits around Lam Research improved to ‘bearish’ from ‘extremely bearish’ territory over the past day. Retail sentiment around Applied Materials and KLA Corp. continued to trend in ‘bearish’ territory.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fannie-mae-freddie-mac-ipo-plans-face-democratic-pushback-on-mortgage-rate-risks/chtTihmRdNg">Fannie Mae, Freddie Mac IPO Plans Face Democratic Pushback On Mortgage Rate Risks: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Intel logo is displayed on a sign in front of Intel headquarters on July 16, 2025 in Santa Clara, California. (Photo by Justin Sullivan/Getty Images)

US Revokes Intel, Samsung, SK Hynix Waivers On China Chip Equipment

According to a notice in the Federal Register, the restrictions take effect in 120 days and the companies will now need to obtain licenses to buy the equipment in China.

Equity

LRCX's Akara Etch Wins Gain Momentum: Can it Expand DRAM Share?

Lam Research's Akara etch tool gains early traction in DRAM production, positioning LRCX to expand its memory market share.

AMAT's Etch Business Crosses $1B: Can DRAM Momentum Continue?

Applied Materials' etch business surpasses $1B in Q3 as DRAM demand for AI workloads fuels momentum and future market share gains.

Applied Materials, Inc. provides manufacturing equipment, services and software to the semiconductor, display and related industries. It operates through the following segments: Semiconductor Systems, Applied Global Services, and Display. The Semiconductor Systems segment includes semiconductor capital equipment for etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The Applied Global Services segment provides solutions to optimize equipment, performance, and productivity. The Display segment offers products for manufacturing liquid crystal displays, organic light-emitting diodes, equipment upgrades, and other display technologies for TVs, monitors, laptops, personal computers, smart phones, and other consumer-oriented devices. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

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