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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 as strong earnings from major chip manufacturer TSMC are energizing the AI and semiconductor sector, with many in the community anticipating a significant upward movement. Despite this positive catalyst, active discussions persist around geopolitical developments concerning chip sales to China and broader market resistance, causing some to eye potential pullbacks for better entry points. The general sentiment, however, reflects a bullish outlook for NVIDIA given the strength of its core industry.

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 is trending after a prominent financial institution issued a 'Sell' rating, with many in the community interpreting this as an attempt to drive down the share price and acquire shares at a discount. While the institution cited concerns over margin compression, bullish investors remain focused on the company's significant revenue growth, its critical role in the booming AI infrastructure sector, and the potential for a short squeeze heading into anticipated earnings.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Taiwan Semiconductor Manufacturing is trending following a robust earnings report that exceeded expectations, fueled by strong demand for its advanced AI and high-performance computing chips. The community is actively debating whether these positive results, including strong margins and a promising growth outlook, were fully priced into the stock or if it remains undervalued, influencing sentiment across the semiconductor sector.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is currently trending amidst discussions regarding its potential to significantly benefit from proposed credit card interest rate caps, which could drive adoption of its Buy Now, Pay Later offerings. Despite persistent frustration over its stock's underperformance, many in the community view its notably low valuation, robust cash flow, and expanding AI partnerships as a compelling long-term buying opportunity. Investors are actively debating whether these strategic developments, including a potential banking charter, will finally lead to a re-rating of the digital payments giant.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is actively trending as it navigates a strategic shift, marked by recent layoffs in its Reality Labs division to refocus on AI, alongside reports of ramping up production for its Ray-Ban AI glasses. The market is sharply divided, with many debating if its current valuation presents a significant buying opportunity after a notable decline, while others express deep skepticism over its extensive AI investments and past Metaverse spending ahead of its upcoming earnings report.

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 is experiencing a significant rally driven by a recent analyst upgrade and widespread speculation about major design wins, including Apple leveraging its advanced manufacturing processes. The bullish sentiment is further fueled by reports of surging demand for its server CPUs and the broader context of its strategic importance with government backing in the semiconductor sector, leading to active discussions about its turnaround potential.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending due to robust demand for high-bandwidth memory (HBM) driven by the AI sector, reinforced by strong sector earnings and expectations of prolonged memory supply tightness extending for several years. The community is largely bullish, highlighting Micron's crucial role as a leading US supplier for AI infrastructure and anticipating significant future earnings growth, leading to numerous analyst price target upgrades. Many investors view recent pullbacks as buying opportunities, citing the company's perceived undervaluation despite its strong market position.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is a major focus as market participants actively debate the implications of the Digital Asset Market Clarity Act's delayed markup, especially concerning stablecoin incentives. Despite a strong underlying crypto market, the community expresses frustration over the stock's relative price performance, while many anticipate significant upside once regulatory clarity is achieved.

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 (AMD) is trending as analysts highlight robust hyperscaler demand for its server CPUs, reportedly leading to supply sell-outs through 2026 and potential price adjustments. This comes alongside a strategic collaboration with Tata Consultancy Services to accelerate enterprise AI adoption. The community is actively discussing AMD's strong positioning within the expanding AI market and its potential to significantly grow its market share.

High Roller Technologies, Inc. is an evolving and growth-oriented iCasino and entertainment company, which engages in the business of operating an online gaming business offering casino betting games to customers. The firm also offers a wide range of games including many that are available in land-based casinos, such as blackjack, roulette, baccarat, poker, and slot machines. The company was founded by Michael Alexander Cribari and Brandon Christopher Eachus on December 21, 2021 and is headquartered in Las Vegas, NV.

High Roller Technologies Inc.

High Roller Technologies Inc

High Roller Technologies (ROLR) is trending due to a new strategic partnership with crypto.com/us to enter the rapidly growing U.S. prediction markets and expand its sports betting platform. The community is buzzing with excitement over the stock's parabolic move, fueled by a low float and discussions around a potential short squeeze, with many anticipating continued upward momentum.

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Chemours (NYSE:CC) Stock Crosses Below 50 Day Moving Average - Here's What Happened

Chemours (NYSE:CC) Shares Cross Below 50-Day Moving Average - Should You Sell...

Chemours (NYSE:CC) Share Price Crosses Below Fifty Day Moving Average - What's Next...

The Chemours Company $CC Stake Decreased by Luminus Management LLC

Luminus Management LLC lowered its stake in shares of The Chemours Company (NYSE:CC - Free Report) by 14.4% in the 3rd quarter, according to the company in its most recent disclosure with the SEC...

The Chemours Company $CC Shares Acquired by Vision One Management Partners LP

Vision One Management Partners LP increased its position in shares of The Chemours Company (NYSE:CC - Free Report) by 10.4% during the second quarter, according to the company in its most recent...

The Chemours Company $CC Stock Position Cut by Marshall Wace LLP

Marshall Wace LLP decreased its stake in shares of The Chemours Company (NYSE:CC - Free Report) by 57.9% during the 2nd quarter, according to the company in its most recent 13F filing with the...

Chemours (NYSE:CC) Stock Price Up 6.1% - What's Next?

Chemours (NYSE:CC) Stock Price Up 6.1% - Time to Buy...

Hsbc Holdings PLC Buys Shares of 398,271 The Chemours Company $CC

Hsbc Holdings PLC bought a new position in shares of The Chemours Company (NYSE:CC - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and...

The Chemours Company $CC Shares Purchased by Rhumbline Advisers

Rhumbline Advisers lifted its holdings in The Chemours Company (NYSE:CC - Free Report) by 28.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange...

Chemours Appoints Michael Foley as President of Titanium Technologies; Announces Departure of Damin Gumpel

The Chemours Company (Chemours) (NYSE: CC), a global chemistry company with leading market positions in Thermal & Specialized Solutions, Titanium Technologies, and Advanced Performance Materials...

JPMorgan Chase & Co. Has Lowered Expectations for Chemours (NYSE:CC) Stock Price

JPMorgan Chase & Co. reduced their price objective on shares of Chemours from $15.00 to $13.00 and set a "neutral" rating for the company in a research report on Wednesday...

The Chemours Co. is a holding company, which engages in the provision of performance chemicals. The firm delivers solutions, which include a range of industrial and chemical products for markets including coatings, plastics, refrigeration and air conditioning, transportation, semiconductors and consumer electronics, and general industrial. It operates through the following segments: Titanium Technologies, Thermal and Specialized Solutions, Advanced Performance Materials, and Other. The Titanium Technologies segment is involved in the manufacture of titanium dioxide pigment. The Thermal and Specialized Solutions segment offers refrigerants, propellants, blowing agents, and specialty solvents. The Advanced Performance Materials segment produces polymers and advanced materials that deliver attributes, including chemical inertness, thermal stability, low friction, weather and corrosion resistance, extreme temperature stability, and di-electric properties. The Other segment consists of performance chemicals and intermediates business. The company was founded on February 18, 2014 and is headquartered in Wilmington, DE.

Chemours Company

Short-Term Volatility, Then Markets Move On

Sustained Risk-Off Until Fed Path Is Clear

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Markets pulled back after reports that the DOJ opened a criminal investigation into Federal Reserve Chair Jerome Powell, raising concerns about central bank independence. With rate cuts, inflation, and political pressure all in focus, how do you think this standoff will impact markets in 2026?

How Will the Powell Investigation Impact Markets in 2026?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$0.07	--	--	N/A
Q3 '25	$0.25	$0.20	-19.95%	MISSED
Q2 '25	$0.46	$0.58	27.12%	BEAT
Q1 '25	$0.20	$0.13	-33.85%	MISSED
Q4 '24	$0.12	$0.11	-10.14%	MISSED

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