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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 following news of partnerships and developments in AI, autonomous vehicles, and supercomputing, sparking excitement among investors. The community is actively discussing the company's potential revenue growth and market dominance in the AI sector. This comes amid broader conversations about the AI infrastructure boom and NVIDIA's strategic positioning.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia ($NOK) is trending due to news of a significant investment from Nvidia ($NVDA) to collaborate on AI and 6G technology, sparking optimism among investors. The community is discussing potential short squeezes and new price targets, while also considering the long-term implications of this partnership for Nokia's role in the telecommunications sector.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is trending due to a recently announced $5 billion partnership with Brookfield to power AI data centers, driving investor optimism and discussions about the company's role in meeting the increasing energy demands of AI. The community is analyzing the potential long-term impact of this deal, with some highlighting the company's strong position in the energy sector and others questioning the current valuation. This surge comes amid a broader conversation about the energy needs of AI and the potential for alternative power solutions.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle ($ORCL) is trending due to its involvement in AI infrastructure projects, particularly related to NVIDIA and the Department of Energy. The community is discussing Oracle's potential to reach a $1T market cap and its role in partnerships with companies like Uber and Eli Lilly. Despite positive news, some traders express frustration with the stock's recent performance, citing a high debt ratio.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft ($MSFT) is trending as investors discuss its AI strategy, particularly its stake in OpenAI and the potential for further gains in cloud revenue. The community is weighing the impact of these factors on upcoming earnings, with some anticipating a run to \$600, while others are focused on technical indicators and potential breakout levels. Broader market sentiment and the tech sector's overall health are also influencing the conversation around MSFT.

Anavex Life Sciences Corp. is a clinical stage biopharmaceutical company, which engages in the development of different therapeutics for the treatment of neurodegenerative and neurodevelopmental diseases. Its lead compound, ANAVEX2-73, is being developed to treat Alzheimer's and Parkinson's disease and central nervous system diseases, including Rett syndrome. The company was founded by Harvey Lalach and Athanasios Skarpelos on January 23, 2004 and is headquartered in New York, NY.

Anavex Life Sciences Corporation

Anavex Life Sciences Corp

AVXL is trending as investors closely monitor the EMA's decision on Blarcamesine, its Alzheimer's drug, with community chatter focused on potential approval outcomes and a possible short squeeze. Discussions also involve opinions on the drug's commercial viability and the impact of recent analyst reports, with some suggesting coordinated efforts to suppress the stock price.  The EMA decision is a key catalyst for the stock as the community weighs the potential for approval.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending amid discussions around its autonomous vehicle strategy, particularly its partnership with NVIDIA to deploy robotaxis by 2027. Community talking points include the competitive landscape with Tesla and potential impacts from new AI integrations, as well as debate over the company's valuation and long-term growth prospects in the evolving transportation sector.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is trending due to discussions around recent earnings, forward guidance, and overall valuation, with community members debating whether the stock is oversold or a gift at current prices. The company's growth potential in the clean energy sector, particularly with new product launches, is also a key talking point, alongside concerns about macro headwinds and potential impacts from changes in solar incentives. Community members are actively weighing whether to buy the dip, await further price declines, or consider activist investor scenarios.

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

SMCI is trending due to its strong connection to the AI infrastructure boom and recent news highlighting collaborations with NVIDIA, Intel, and Micron, driving optimism about future growth. Community discussions revolve around Supermicro's potential to capitalize on increasing AI demand, with debates on whether the recent dip presents a buying opportunity or signals deeper issues. Investors are closely watching for news of a CFO hire and the upcoming earnings report, anticipating further details on the company's strategic direction and financial performance.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Recent price action in GRRR is generating considerable discussion, with community members debating whether current levels represent a buying opportunity or signal deeper issues. Some investors express frustration with the stock's performance despite positive news and a substantial contract, while others point to potential short squeezes and upcoming earnings as catalysts for a turnaround. Ongoing concerns include the company's credibility and market manipulation.

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Ongoing unrest in the Middle East triggered sharp oil price swings on Monday, after Iran’s parliament approved a bill to close the Strait of Hormuz.&nbsp;The waterway handles 20% of the world’s oil and LNG trade, and any disruption would have major implications for global supply chains.Brent crude rose 72 cents to $77.73 a barrel and WTI gained 71 cents to $74.55 by 0806 GMT.&nbsp;Both benchmarks had surged over 3% earlier, hitting five-month highs of $81.40 and $78.40, before paring gains.SEBI-registered analysts have flagged heightened volatility after the approval of the bill.&nbsp;<a href="https://stocktwits.com/frontwave">Front Wave Research</a> said odds of a full closure, as reflected on prediction platform Polymarket, had declined to around 50% from a peak of 77% last week, signaling a moderation in sentiment but continued concern.<stembedurl>https://stocktwits.com/frontwave/message/618630519</stembedurl>Meanwhile,&nbsp;<a href="https://stocktwits.com/ketan_SEBIRegistered">Ketan Mittal</a> said Brent crude holding below the $80 mark despite geopolitical uncertainty was a positive signal for Indian equities, but noted that oil prices would remain a key driver of market direction in the near term.<stembedurl>https://stocktwits.com/ketan_SEBIRegistered/message/618628716</stembedurl><a href="https://stocktwits.com/orchidresearch">Suryansh Singh Chandel</a> said India’s reliance on Gulf oil—about 40% of total crude imports—made the country vulnerable to price shocks.&nbsp;<stembedurl>https://stocktwits.com/orchidresearch/message/618599160</stembedurl>He added that while alternative sources were available, they would likely be more expensive.&nbsp;The analyst described the current environment as conducive to short-term trading opportunities amid expected volatility.<a href="https://stocktwits.com/VIKASHBAGARIA">Vikash Bagaria</a> said the potential closure of the Strait could lead to one of the biggest oil shocks of 2025, with 20% of global oil and 25% of LNG exports at risk.&nbsp;<stembedurl>https://stocktwits.com/VIKASHBAGARIA/message/618598568</stembedurl>He flagged the possibility of a sharp breakout in crude and natural gas futures, noting that natural gas prices could spike by as much as 20–35% if the situation escalates.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Oil rigs at sunset. (Photo: Getty Images)

Oil Prices Volatile As Iran Vote Raises Strait Closure Risks; SEBI RAs Flag Market Impact 

India’s reliance on Gulf oil imports and potential natural gas supply disruptions has raised concerns about energy security and short-term price shocks. Several analysts see tactical trading opportunities.

Equity

Brent crude’s 2.5% surge to $64.34 per barrel in early Asian trading on Monday could trigger margin pressure across Indian oil marketing companies, aviation, and paints sectors, according to SEBI-registered analyst&nbsp;<a href="https://stocktwits.com/HarikaEnjamuri_SEBI_RA">Harika Enjamuri</a>.<stembedurl>https://stocktwits.com/HarikaEnjamuri_SEBI_RA/message/616472705</stembedurl><a href="https://stocktwits.com/symbol/BZG23">Brent crude</a> was trading at $64.14, up 2.17% or $1.36, as of 2:12 AM EDT.She said the move, driven by intensifying Russia-Ukraine tensions and a fresh U.S. sanction push, supports upstream players like ONGC and Oil India but poses headwinds for IOC, BPCL, and Hindustan Petroleum.Enjamuri noted that a proposed 500% U.S. tariff on crude importers engaging with Russia, including China and India, is compounding supply fears.She added that continued Brent strength could also weigh on the rupee and inflation outlook.WTI futures also rose 3% to $62.63 on Monday, while a planned 411,000 bpd OPEC+ output hike for July failed to offset market concerns.Brent crude is down 13.8% year-to-date despite the recent rebound.So far this year,&nbsp;<a href="https://stocktwits.com/symbol/ONGC.NSE">ONGC</a>,&nbsp;<a href="https://stocktwits.com/symbol/IOC.NSE">Indian Oil</a>, and&nbsp;<a href="https://stocktwits.com/symbol/BPCL.NSE">BPCL shares</a> have gained 0.4%, 0.2%, and 7.4% respectively, while&nbsp;<a href="https://stocktwits.com/symbol/OIL.NSE">Oil India</a> slipped 3.7% and&nbsp;<a href="https://stocktwits.com/symbol/HINDPETRO.NSE">Hindustan Petroleum</a> fell nearly 1%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

India’s Oil Sector In Focus As Brent Jumps On Geopolitical Risks: SEBI RA Harika Enjamuri

The analyst said upstream firms may benefit, but refiners and downstream players face pressure.

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