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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SOFI is trending as investors anticipate upcoming earnings, with community members debating whether the stock will surge or face a "rug pull." Bullish sentiment is fueled by potential S&P 500 inclusion and expansion into crypto, while bears cite valuation concerns and historical post-earnings sell-offs, creating a volatile atmosphere.

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 trending as investors eagerly anticipate the upcoming earnings report, with many debating whether the report will unlock upward movement after years of sideways trading. Community discussions revolve around the technical setup and potential for a significant move, while others analyze new partnerships and the growth of Venmo. Overall, the focus is on whether PayPal can meet expectations and reignite momentum in a competitive fintech landscape.

Hedera is a decentralized public network where developers can build secure, fair applications with near real-time consensus. The platform is owned and governed by a council of global innovators including Avery Dennison, Boeing, Deutsche Telekom, DLA Piper, FIS (WorldPay), Google, IBM, LG Electronics, Magalu, Nomura, Swirlds, Tata Communications, University College London (UCL), Wipro, and Zain Group.   The Hedera Consensus Service (HCS) acts as a trust layer for any application or permissioned network and allows for the creation of an immutable and verifiable log of messages. Application messages are submitted to the Hedera network for consensus, given a trusted timestamp, and fairly ordered. Use HCS to track assets across a supply chain, create auditable logs of events in an advertising platform, or even use it as a decentralized ordering service.

Hedera Hashgraph

Hedera Hashgraph is trending as the community anticipates potential ETF developments and discusses its real-world applications. Conversations revolve around network growth, ecosystem expansion, and speculation on institutional investment following ETF news. Community members are weighing in on its long-term potential amid broader discussions of crypto adoption.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is trending as investors digest news of the company's expansion into the AI data center market with its new AI200 and AI250 chips, positioning it as a competitor to Nvidia and AMD. The community is discussing the potential impact of this move on Qualcomm's growth, particularly its ability to diversify beyond mobile chips and capitalize on the growing AI infrastructure market. Some traders are weighing whether the surge is justified or represents an overextended move, while others are considering Qualcomm's valuation relative to its peers.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

GOOG is trending amid ongoing discussions around AI, cloud services, and quantum computing, with the community weighing the potential impact of new technologies and partnerships. Some traders are taking profits after a recent run-up, while others remain bullish, citing the company's strong position in multiple sectors and potential for future growth. Upcoming earnings are a key point of focus, with many anticipating a positive catalyst for the stock.

Project Nema is a research initiative enhancing AI memory and companionship by integrating the C. elegans neural connectome with a large language model (LLM). The LLM translates human language to interact with the worm's simulated brain, addressing LLMs' lack of persistent emotional or psychological states beyond context windows. This creates a stable, evolving neural state that retains history across sessions. For example, user inputs like "good morning Nema" fetch state and history for processing. Utilities include companionship, where Nema acts as the LLM's "soul" for long-term personality building, and dynamic adaptation mimicking life. It also aims to boost LLM outputs via extended memory. The project involves user management and visualizations.

NEMA LAB

Nema Labs ($NEMA) is trending as its "Worminal" platform gains traction, simulating a digital organism's nervous system. Community members are excited about its AI brain tech and comparing it to the previous $WORM project, while also highlighting the ability to create NemaPets. The project is built on the Solana blockchain and is drawing comparisons to other meme coins in the ecosystem.

United Parcel Service, Inc. is a package delivery company, which engages in the provision of global supply chain management solutions. It operates through the following segments: U.S. Domestic Package, International Package, and Supply Chain Solutions. The U.S. Domestic Package segment includes time-definite delivery of letters, documents, and packages. The International Package segment focuses on delivery and shipments in Europe, Asia, the Indian sub-continent, the Middle East, Africa, Canada, and Latin America. The Supply Chain Solutions is involved in forwarding, logistics, Coyote, Marken, and UPS Mail Innovations. The company was founded by James E. Casey and Claude Ryan on August 28, 1907 and is headquartered in Atlanta, GA.

United Parcel Service, Inc. - Ordinary Shares - Class B

United Parcel Service, Inc.

UPS is trending as investors anticipate upcoming earnings, with community members weighing in on potential outcomes amidst restructuring efforts and dividend concerns. Some traders express bullish sentiment, while others are wary of potential downside, discussing factors like insider activity and volume trends. The broader discussion encompasses the company's strategy to enhance profitability and navigate evolving market dynamics within the logistics sector.

What is Amp?  Amp is described as the new digital collateral token offering instant, verifiable assurances for any kind of value transfer. Using Amp, networks like Flexa can quickly and irreversibly secure transactions for a wide variety of asset-related use cases.  How does Amp work?  Amp claims to offer a straightforward but versatile interface for verifiable collateralization through a system of collateral partitions and collateral managers. Where collateral partitions can be designated to collateralize any account, application, or even transaction, and carry balances which are directly verifiable on the Ethereum blockchain, collateral managers are smart contracts that can lock, release, and redirect collateral in these partitions as needed in order to support value transfer activities. Amp supports a wide variety of use cases for collateralization, and also introduces the concept of predefined partition strategies, which can enable special capabilities such as collateral models through which tokens can be staked without ever leaving their original address.

AMP Token

AMP Token is trending as the community debates its potential after recent news and partnerships, while others express frustration over the lack of significant price movement despite developments. Some community members are focused on technical analysis, looking for signs of a breakout, while others discuss long-term potential versus short-term price action and recent retracement. The conversation also includes speculation about market manipulation and the impact of broader economic factors.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USAR is trending as investors discuss its recent price decline despite a signed framework agreement between the U.S. and Japan to secure critical minerals and rare earths supply. The community is debating whether this dip is a buying opportunity or a sign of a larger correction in the rare earth mineral sector, with some expressing frustration and questioning the stock's future prospects. Discussions also involve potential government stakes and comparisons to other companies in the sector.

Bed Bath & Beyond, Inc. engages in the provision of an e-commerce platform. It offers furniture and home furnishing products and services. The company was founded on May 5, 1997 and is headquartered in Murray, UT.

Bed Bath & Beyond Inc.

Bed Bath & Beyond Inc

Bed Bath & Beyond ($BBBY) is trending amid discussions about its new ticker symbol and potential connections to blockchain through Tzero. The community is drawing comparisons to the GameStop ($GME) saga, with speculation rising about Ryan Cohen's possible involvement.  The stock is up over 11% today, adding to the buzz.

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JPMorgan Chase &amp; Co. (JPM) and Japan’s Mitsubishi UFJ Financial Group Inc. (MUFG) are reportedly in talks to underwrite a $22 billion financing deal for a new data center in Texas.According to a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/00261ab8-64d8-43a4-99d9-35a2017dbe2b">report</a> by The Financial Times, the deal involves a Vantage Data Centers facility, which is owned by Silver Lake and DigitalBridge Group Inc. (DBRG).<a href="https://stocktwits.com/symbol/JPM">JPMorgan’s shares</a> traded 0.23% lower in Wednesday’s morning session, while DigitalBridge’s shares were up 1.44%. Retail sentiment on Stocktwits around JPMorgan was in the ‘bullish’ territory, while users felt ‘bearish’ about DigitalBridge.Vantage’s data center facility in Texas requires an investment of $25 billion. As part of the deal, JPMorgan and MUFG will reportedly underwrite $22 billion, while Silver Lake and DigitalBridge will commit $3 billion in combined equity.The $22 billion financing from JPMorgan and MUFG comes after Meta Platforms Inc. (META)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-reportedly-taps-pimco-blue-owl-captial-for-louisiana-data-center-financing/chrV6aCRd3v">reportedly</a> tapped Pacific Investment Management Co. (PIMCO) and Blue Owl Capital to lead a $29 billion financing for its data center expansion project in rural Louisiana.Last week, OpenAI co-founder Sam Altman warned about an AI bubble. “When bubbles happen, smart people get overexcited about a kernel of truth,” said Altman, according to a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.theverge.com/ai-artificial-intelligence/759965/sam-altman-openai-ai-bubble-interview">report</a> by The Verge.UBS strategists have also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ubs-private-credit-ai-boom-overheating-sam-altman-ai-bubble/chsOSfKRdXl">warned</a> that the artificial intelligence boom led by investments from private credit firms and lenders is increasing the risk of overheating in the sector. The firm cautioned that private credit has grown beyond lending to small companies to tech giants–the technology sector’s debt from private lenders rose by nearly 29% or $100 billion in the last 12 months.<a href="https://stocktwits.com/symbol/JPM">JPM stock</a> is up 21% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/DBRG">DBRG stock</a> is down 1%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-futures-edge-lower-as-investors-await-fed-minutes/chsiVx6Rdh4">Dow Futures Edge Lower As Investors Await Fed Minutes: TGT, PLTR, TOL, LOW Among Stocks To Watch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of a data center. (Photo by Yui Mok/PA Images via Getty Images)

JPMorgan, Japan’s MUFG Near $22 Billion Financing Deal For Data Center In Texas: Report

According to a report by The Financial Times, the deal involves a Vantage Data Centers facility, which is owned by Silver Lake and DigitalBridge.

Equity

DigitalBridge (DBRG) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Although the revenue and EPS for DigitalBridge (DBRG) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

DigitalBridge (DBRG) Reports Q2 Loss, Misses Revenue Estimates

DigitalBridge (DBRG) delivered earnings and revenue surprises of -211.11% and -103.12%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

Zacks Investment Ideas feature highlights: Nvidia, Advanced Energy and DigitalBridge

While Nvidia leads AI headlines, AEIS and DBRG are quietly gaining traction with strong growth and undervalued fundamentals.

2 AI Infrastructure Stocks Nobody is Talking About (AEIS, DBRG)

DigitalBridge Group and Advanced Energy Industries stocks are gaining attention as investors realize their key roles in the AI infrastructure buildout 

DigitalBridge (DBRG) Upgraded to Buy: What Does It Mean for the Stock?

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Buy the Dip in these Intriguing REITs: DBRG, IVR, NYMT

DigitalBridge Reports Fourth Quarter and Full Year 2024 Financial Results

DigitalBridge Group, Inc. (DigitalBridge or the Company) (NYSE: DBRG), a leading global alternative asset manager dedicated to investing in digital infrastructure, today announced financial results...

DigitalBridge Group, Inc. is a global alternative asset manager, which engages in investing in digital infrastructure. The firm focuses on operating businesses across the digital ecosystem, including cell towers, data centers, fiber, small cells, and edge infrastructure. It operates through the following segments: Investment Management, Operating, and Corporate and Other. The Investment Management segment represents the global investment management platform, deploying, and managing capital on behalf of a diverse base of global institutional investors. The Operating segment refers to the digital infrastructure and real estate operating companies, which generally earn rental income from providing use of digital asset space and capacity through leases, services, and other agreements. The Corporate and Other segment includes investment and corporate level activities. The company was founded in 1991 and is headquartered in Boca Raton, FL.

DigitalBridge Group Inc - Ordinary Shares - Class A

Will Alphabet ($GOOGL) beat quarterly earnings? 
 
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Alphabet Inc Class A

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Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '25	$0.01	--	--	N/A
Q2 '25	$0.02	$0.10	400.00%	BEAT
Q1 '25	-$0.07	-$0.01	85.37%	BEAT
Q4 '24	-$0.03	-$0.12	-269.04%	MISSED
Q3 '24	$0.06	-$0.01	-115.83%	MISSED

DBRG
DigitalBridge Group Inc - Ordinary Shares - Class A

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DBRGDigitalBridge Group Inc - Ordinary Shares - Class A