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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 trending following the inclusion of ANKTIVA in the 2026 NCCN clinical guidelines for treating papillary-only bladder cancer, a move that significantly expands the eligible patient population and facilitates broader insurance reimbursement. The community is actively discussing the potential for accelerated revenue growth and a possible short squeeze, as bullish investors view this as a major commercial catalyst that bypasses traditional regulatory delays.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is currently a major focus for investors navigating high volatility as they weigh the company's long-term nuclear energy ambitions against immediate regulatory and financial pressures. The community remains deeply polarized, with bulls pointing to strategic partnerships and potential government-backed clean energy catalysts, while bears express significant skepticism regarding the firm's pre-revenue status, insider selling, and extended development timelines.

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. 

Nebius Group is surging after securing a major five-year AI infrastructure agreement with Meta valued at up to $27 billion, further validating its position as a key player in the hyperscale compute market alongside recent NVIDIA backing. While the community is debating the stock's valuation and potential for further dilution, sentiment remains heavily bullish among long-term holders who view the consistent pipeline of tier-one contracts as a fundamental rerating for the company.

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 capturing massive investor attention following the GTC event where CEO Jensen Huang announced a significant multi-year revenue opportunity driven by surging demand for Blackwell and Vera Rubin AI platforms. The community remains deeply divided, with many bullish investors highlighting the stock's role as the engine of a global AI infrastructure buildout, while others express frustration over persistent price consolidation and the influence of institutional hedging strategies.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

American Airlines is trending as investors weigh strong travel demand against significant operational headwinds, including government shutdown-related disruptions, labor tensions, and high jet fuel costs that are pressuring thin profit margins. The community is actively debating the company's high debt load and leadership effectiveness, with many traders closely monitoring how rising fuel prices could limit upside potential despite optimistic revenue guidance.

Greenwich LifeSciences, Inc. engages in the development of a breast cancer immunotherapy designed to prevent the recurrence of breast cancer following surgery. The company was founded by Eric Rothe on August 29, 2006 and is headquartered in Stafford, TX.

Greenwich LifeSciences Inc

Greenwich LifeSciences is seeing significant investor attention following a positive clinical trial update that confirms a continued reduction in breast cancer recurrence rates within the open-label arm of its FLAMINGO-01 study. The community is actively discussing the stock's resilience, high insider conviction from management, and the potential for upcoming abstract titles at a major oncology conference to serve as a catalyst for a sustained move to new highs.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology is experiencing heightened volatility and community debate as investors weigh the company's strong revenue growth against broader market concerns regarding AI infrastructure spending and the copper versus optical interconnect narrative. While the stock has faced sharp pullbacks, bulls are highlighting its record-breaking revenue figures and critical role in server rack connectivity, leading to significant ongoing discussions about potential institutional accumulation and the stock's future trajectory ahead of upcoming earnings.

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), 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 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 is capturing market attention as traders monitor rumors of a potential x86 CPU collaboration with Nvidia, while community members weigh the stock's long-term potential amid significant government support and geopolitical manufacturing shifts. Despite ongoing volatility and concerns regarding supply chain constraints, investors remain intensely focused on key support levels and the possibility of a near-term breakout driven by high options volume.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart Holdings is trending as investors react to a new $1B forward-flow agreement, sparking debates between bulls betting on a potential short squeeze and bears concerned about continued downward momentum. Community discourse is heavily focused on the stock's high short interest and volatility, with participants actively tracking technical indicators and institutional sentiment while expressing frustration over the persistent gap between positive business developments and the current price action.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is experiencing high volatility as investors weigh escalating geopolitical tensions in the Middle East against persistent tech-driven optimism. The community is deeply polarized, with many traders debating whether recent price action is a sustainable rally or a deceptive bull trap intended to shake out those holding short positions ahead of upcoming interest rate decisions.

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<ul class="summary-bullets"><li>AI coding startup Cursor is now valued at $29.3 billion, nearly twelve times what it was in early 2025.</li><li>New investors include Alphabet Inc.’s Google and Nvidia Corp.&nbsp;</li><li>Cursor unveiled its in-house AI model, ‘Composer,’ in late October.&nbsp;</li></ul>Cursor, a rapidly growing startup known for its AI-powered coding assistant, has secured $2.3 billion in new funding, pushing its valuation to an astonishing $29.3 billion.In a blog post on Thursday, Cursor announced that it has surpassed $1 billion in annual revenue, with the team expanding to more than 300 engineers, researchers, designers, and operators.According to The Wall Street Journal’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/the-ai-coding-startup-favored-by-tech-ceos-is-now-worth-29-3-billion-14c72c02?gaa_at=eafs&amp;gaa_n=AWEtsqc8EeBQ77BYbOBB1BfrkBbroXEPi9WUcXfHjIxL1PdDkfiboYUGmPJFsETzCpQ%3D&amp;gaa_ts=6915fc1f&amp;gaa_sig=EkFE9m1pArw9vnIccdbMcNJk_QXgbt7txhbekUe6U44VtxBf7NHAjY_5uYywC0aeoe1GfmMrLX3VRP0XxWLvLw%3D%3D">report</a>, the current valuation is nearly twelve times what it was in early 2025.&nbsp;<h2 class="st-heading-2">Deepening Ties With Tech Giants</h2>The latest round was co-led by venture firm Accel and Coatue, with participation from returning investors Thrive Capital and DST Global. New backers include Alphabet Inc.’s (GOOG, GOOGL) Google and Nvidia Corp. (NVDA).&nbsp;Google, through its cloud and AI services, supports Cursor’s growing infrastructure, while Nvidia is a customer. Nvidia CEO Jensen Huang, in an interview with&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/08/cnbc-transcript-nvidia-co-founder-president-ceo-jensen-huang-speaks-with-cnbcs-squawk-box-today.html">CNBC</a>, said that all of the chip giant’s engineers use the AI coder.&nbsp;<blockquote>“Cursor is AI software coder. Is incredibly useful. All of our engineers use it.”-Jensen Huang, CEO, Nvidia</blockquote>Cursor develops an AI coding tool that adapts to each developer’s style to help complete, edit, and review code.<h2 class="st-heading-2">Funding To Fuel Growth</h2>The company was founded by four graduates from the Massachusetts Institute of Technology, all of whom were still in their mid-20s. Since its launch in 2023, it has earned a strong following among professional engineers and industry leaders, according to the report.The platform allows users to switch between leading AI models from OpenAI, Anthropic, and Google, making it a versatile option for engineers. Its simplicity and adaptability have drawn widespread acclaim, though Cursor pays substantial licensing fees to these major AI labs for access to their technology.However, competition has intensified since OpenAI and Anthropic introduced their own coding assistants. In response, Cursor unveiled its in-house AI model, ‘Composer,’ in late October.&nbsp;Cursor said the latest funding will enable the company to invest in its research and develop new tools.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oppenheimer-sees-another-nvidia-earnings-beat-hikes-price-target-before-q3-results/cLP93ufRE3s">Oppenheimer Sees Another Nvidia Earnings Beat, Hikes Price Target Before Q3 Results</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A computer with the acronym AI for Artificial Intelligence.

This AI Coding Startup Backed By Nvidia, Google Is Now Valued At $29B – Revenue Tops $1B

AI coding startup Cursor is now valued at $29.3 billion, nearly twelve times what it was in early 2025.

Nvidia, Google-Backed AI Coding Startup Now Valued At $29 Billion

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In a blog post on Thursday, Cursor announced that it has surpassed $1 billion in annual revenue, with the team expanding to more than 300 people.


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