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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 after announcing stellar earnings and strong forward guidance, primarily driven by its AI data center business; however, the stock's mixed after-hours reaction has sparked widespread community debate on whether the AI growth narrative is fully priced in or if market makers are actively suppressing its price movement.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is trending after a significant stock decline, driven by first-quarter revenue guidance falling short of analyst expectations despite beating fourth-quarter earnings. The community is largely frustrated over the ongoing value destruction and management's stock-based compensation, while a few see the deep dip as an oversold opportunity.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce (CRM) is trending following its earnings report, where an increased dividend and a substantial $50 billion share buyback program are being heavily discussed, contrasting with mixed guidance and ongoing community debate about AI's potential impact on the SaaS sector; investors are divided between seeing a significant buying opportunity and remaining cautious.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

C3.ai is trending amid unconfirmed merger talks with Automation Anywhere, fueling speculation about a potential buyout and short squeeze, even as the community remains divided on the company's past performance and future viability given its declining revenues.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics is seeing intense trading activity after receiving FDA Breakthrough Therapy Designation for its Friedreich's ataxia drug, nomlabofusp, leading to strong investor optimism for accelerated approval and significant upside. However, an upsized public offering and inherent biotech volatility are fueling active debate among the community about its immediate price trajectory.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending after reporting strong financial results, including significant revenue growth and strategic acquisitions like a major defense contract win, fueling community debate between those optimistic about its long-term potential and critics concerned by ongoing losses and high valuation.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Bozeman, MT.

Snowflake Inc

Snowflake is trending after reporting Q4 earnings that surpassed estimates, but its conservative guidance for future product revenue and a lack of clarity on AI monetization disappointed investors. This fuels community discussion about AI's impact on consumption models and contributes to a broader sell-off in the software sector.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix is trending following its recent earnings report, where a new production purchase order for smart eyewear is being seen by optimists as a significant commercial validation and pivot toward AI-wearables, while others remain concerned about ongoing delays in smartphone battery qualification and soft revenue guidance.

Infinite Money Glitch ($IMG) is revolutionizing DeFi on Solana by leveraging the Token2022 program's advanced tax extension capabilities to create a truly innovative reward system for token holders.  At its core, $IMG implements a seamless 5% tax on all transactions - whether buying, selling, or transferring tokens. This tax is automatically collected and distributed to holders in SOL, creating a sustainable passive income stream for the community. 4.5% of the tax gets sent to holders, while .5% gets sent to an Infrastructure wallet to help with development, marketing and general infrastructure.  What sets $IMG apart is its implementation of Solana's Token2022 program, enabling automated and efficient reward distribution without relying on external smart contracts.

Infinite Money Glitch

IMG CRYPTO is trending as its dedicated community celebrates a significant milestone, highlighting the "Infinite Money Glitch" model that provides passive Solana rewards to holders based on transaction volume. Despite community discussions around past volatility and allegations of it being a "scam," supporters emphasize its resilience, battle-tested nature, and anticipated new features like enhanced liquidity pool rewards and a live audit platform.

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 Inc. is trending as its long-term potential to power AI data centers with advanced nuclear reactors, supported by political tailwinds and a Meta deal, faces scrutiny from recent analyst downgrades, notable insider selling, and ongoing concerns about its pre-revenue status. The community is actively debating whether current dips represent a buying opportunity for future growth or reflect risks associated with its lengthy path to commercialization.

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Trump targets Biden appointee over jobs data accuracy

Investing.com -- President Donald Trump announced plans to fire Dr. Erika McEntarfer, Commissioner of Labor Statistics, accusing her of manipulating employment data for political purposes during the election.

Fed’s Bostic: Jobs data show economy may be weakening

Investing.com -- Federal Reserve Bank of Atlanta President Raphael Bostic said Friday’s employment numbers raise concerns about risks to the job market, suggesting the economy may be weakening more broadly.

Wall Street strategist explains how to navigate an ’AI Bubble’

Investing.com -- The latest Sevens Report on Friday warned that a divergence between AI chipmakers and the broader equity market may be signaling early risks of an “AI bubble,” advising investors to monitor the semiconductor sector for signs of a market peak.

Barclays continues to prefer U.S. vs. Rest of the World stocks

Investing.com -- In a note on Friday, Barclays reiterated its preference for U.S. equities over international markets, pointing to an improving earnings outlook, relatively resilient valuations, and favourable positioning across investor groups.

BCA’s ’MacroQuant Model’ is flashing amber, but not yet red

Investing.com -- BCA Research’s MacroQuant model is signaling rising risks for equity investors, though the firm stopped short of calling for an imminent bear market. 

Equity sentiment stable, no euphoric signals—BofA

Investing.com -- Wall Street equity sentiment held steady in July, with no signs of excessive optimism, according to Bank of America’s latest Sell Side Indicator (SSI) report.

US stock futures dip as markets weigh Apple, Amazon earnings; jobs report awaited

Bessent compiling Fed chair candidates, expects announcement by year-end

Investing.com -- U.S. Treasury Secretary Scott Bessent said Thursday he is assembling a list of potential candidates to lead the Federal Reserve, with an announcement expected before the end of 2025.

Equity pullback by macro and quant funds may signal trouble ahead, strategist says

Investing.com - Macro and quantitative hedge funds have "gone cold on equities," possibly signaling poor returns for stocks going forward, according to macro strategist Simon White.

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