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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 rallying following a strong earnings report that beat analyst estimates for both revenue and earnings per share, signaling a potential turning point for the stock. The community is actively debating whether this movement represents a sustainable recovery for the solar sector or if it is merely a temporary bounce driven by short covering and speculative trading.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is trending as investors weigh strong Q3 revenue beats and international growth against continued concerns over management's diversification strategy and potential dilution. The community remains deeply divided, with bulls pointing to the company's evolving global medical cannabis footprint as a long-term catalyst, while vocal skeptics remain focused on historical share price declines and skepticism toward the CEO's leadership.

Plasma is the layer 1 blockchain building the stablecoin infrastructure for a new global financial system.   It is purpose-built for global stablecoin payments, offering zero-fee USD₮ transfers and custom gas tokens to help realise the stablecoin promise of permissionless access to financial services for everyone, everywhere.   Plasma’s global payments coverage and inbound suite of products position it as the native chain for stablecoin payments.

Plasma

XPL is experiencing high volatility as investors debate whether the recent price swings and exchange listings represent a genuine utility-driven recovery or a pump-and-dump scheme. The community remains deeply divided, with some highlighting the project's stablecoin infrastructure and potential for adoption, while others express frustration over significant price declines and lack of transparency.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently facing significant selling pressure and heightened volatility as investors weigh disappointing delivery figures against the company's aggressive pivot toward AI, robotics, and the potential SpaceX IPO. The community remains deeply divided, with bears pointing to stagnating core automotive demand and leadership concerns, while bulls continue to focus on the long-term potential of the autonomous technology and energy storage sectors.

Investment Managers Series Trust II - Tradr 2X Long AAOI Daily ETF

The Tradr 2X Long AAOI Daily ETF

Investors are actively trading AAOX, a newly launched 2X leveraged ETF designed to amplify the daily performance of Applied Optoelectronics within the high-growth optical networking and AI sector. The community is focused on technical setups and the potential for increased volatility, while navigating the accessibility of this new leveraged instrument across various brokerage platforms.

Algorand is a scalable, secure, and decentralized digital currency and smart contract platform. Its protocol uses a variation of Proof-of-Stake (PoS) called Pure PoS (PPoS) to secure the network and reach consensus on block production. Developers can build decentralized applications (dApps) using familiar programming languages, including Python, which Algorand supports natively. Its infrastructure enables various use cases, including payment systems, digital identity solutions, supply-chain tracking, and financial services. The protocol's architecture allows for tokenization of assets and the development of smart contracts, while its technical specifications support both retail users seeking basic transaction capabilities and enterprises requiring more, complex, blockchain solutions.

Algorand

Algorand is currently a focal point for investors due to its advanced post-quantum cryptographic security features, which are gaining recognition following recent industry research. While the community remains divided between long-term bulls betting on its technological utility and bears skeptical of its price trajectory, sentiment is shifting as discussions highlight its potential role in secure blockchain infrastructure.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune is trending as investors react to the FDA's acceptance of its BLA resubmission for RP1 in advanced melanoma, setting a PDUFA date of April 10, 2026. The community remains deeply divided, with some traders betting on a turnaround and potential short squeeze, while skeptics warn of persistent regulatory hurdles and the risk of further delays similar to the previous rejection.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is experiencing significant upward momentum and high trading volume driven by multiple large orders for its 800G data center transceivers from a major hyperscale customer. The stock is currently a primary focus for traders, with community discussions heavily centered on potential short squeezes, its role in the AI infrastructure supercycle, and the aggressive positioning of institutional players like Jane Street.

Globalstar, Inc. engages in the provision of mobile satellite services. It offers voice and data communications services to the following markets: recreation and personal, government, public safety and disaster relief, oil and gas, maritime and fishing, natural resources, mining, and forestry, construction, utilities, and transportation. The company was founded in November 2003 and is headquartered in Covington, LA.

Globalstar Inc.

Globalstar is experiencing intense speculative activity as investors speculate on potential buyout interest from tech giants like Amazon, Apple, and SpaceX, fueled by reports of emerging strategic partnerships and the broader space sector's push toward direct-to-device connectivity. The community remains deeply divided between those betting on an imminent acquisition at a significant premium and those cautioning that these valuation expectations rely on unverified rumors.

Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF

Fidelity MSCI Communication Services Index ETF

Fidelity MSCI Communication Services Index ETF is currently gaining attention from investors evaluating top-tier communication sector holdings for long-term growth. Discussions center on the fund's heavy exposure to major tech and media companies, with active debate among the community regarding the potential influence of artificial intelligence on the broader industry and its impact on performance.

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HP Now #391 Largest Company, Surpassing PTC

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, HP Inc (Symbol: HPQ) has taken over the #391 spot from PTC Inc (Symbol: PTC), according to The Online Investor.

 Market capitalization is an important data point for i...

Assenagon Asset Management S.A. Trims Stock Holdings in HP Inc. $HPQ

Assenagon Asset Management S.A. lowered its stake in shares of HP Inc. (NYSE:HPQ - Free Report) by 94.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 70,837 shares of the computer maker's stock after...

DAVENPORT & Co LLC Sells 2,235,079 Shares of HP Inc. $HPQ

DAVENPORT & Co LLC cut its holdings in HP Inc. (NYSE:HPQ - Free Report) by 96.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional...

Generali Investments CEE investicni spolecnost a.s. Buys 88,707 Shares of HP Inc. $HPQ

Generali Investments CEE investicni spolecnost a.s. grew its stake in HP Inc. (NYSE:HPQ - Free Report) by 110.9% in the fourth quarter, according to the company in its most recent Form 13F filing...

HP (HPQ) Up 6.9% Since Last Earnings Report: Can It Continue?

HP (HPQ) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Rising Memory Prices Slam PC Sales Outlook For 2026

Global PC shipments to drop 5% in 2026 as rising memory prices force OEMs to hike costs. Read the latest Counterpoint Research forecast.read more...

Why Is Advanced Micro Devices Stock Trading Lower On Thursday?

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SG Americas Securities LLC Raises Stock Position in HP Inc. $HPQ

SG Americas Securities LLC grew its stake in shares of HP Inc. (NYSE:HPQ - Free Report) by 341.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and...

<ul class="summary-bullets"><li>Arm Holding and Nvidia are targeting AI data centers, which is contributing to a sentiment lift for Intel and AMD.</li><li>Stocktwits sentiment for INTC and AMD improved a rung to ‘bullish’ and ‘neutral’, respectively.</li><li>Some traders speculate there is a shortage of CPUs in the market.</li></ul>Shares of Advanced Micro Devices and Intel Corp. rose sharply on Wednesday after reports of forthcoming price increases and broader market signals underscoring surging interest in central processing units (CPUs) for AI.AMD gained 7.3%,&nbsp;its best session in a month, while INTC rose 7.1% to mark its best day in nearly two months. Japanese newspaper Nikkei&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://asia.nikkei.com/business/tech/semiconductors/supply-crunch-in-intel-amd-cpus-deal-fresh-blow-to-pc-and-server-makers">reported</a> that both companies informed customers of price hikes for CPUs starting in March and April.Intel told Nikkei that it had "informed customers of planned pricing updates on select products," while AMD was not immediately available for comment. CPU quote prices have already spiked several times this year, by 10% to 15% on average or even higher, the report added, citing multiple sources with direct knowledge of the matter.<h2 class="st-heading-2">CPUs In Mainframe</h2>The development comes amid the launch of new CPUs from Arm Holding and Nvidia targeting AI data centers, marking a shift as graphic processing units (GPUs) have typically been the hardware of choice for AI-related workloads.A CPU handles a few complex tasks quickly, while a GPU processes many simpler tasks simultaneously in parallel. At its developer conference earlier this month, Nvidia&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-gtc-2026-so-what-s-wall-street-s-verdict/cZ33vbxRIQl">unveiled</a> its Vera CPUs for data centers and said that the orchestration of work divided among various types of computers and software — a job performed by general-purpose CPUs — is becoming more important.Earlier this week, Arm launched its AGI CPU, designed for inference, or running the cloud processing for AI tools like AI agents, and signed on Meta Platform as its first customer for those chips. The news, along with the fact that it’s the first in-house Arm release after 35 years of licensing its technology to other chipmakers, sent the company's shares&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-arm-stock-close-16-percent-higher-today/cZ3p3P4RIj73">soaring 17%</a> on Wednesday.CPU-linked stocks such as computer makers Dell Technologies and HP Inc. jumped 4% and 3%, respectively, on Wednesday.“We’re seeing a growing investor view that CPU-driven server demand may be more resilient than previously expected, driven both by general enterprise-server refresh but also the need for CPUs around AI infrastructure where they’re required to orchestrate workloads, manage data movement and handle pre/post-processing tasks,” Evercore ISI&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.marketwatch.com/story/super-micro-dell-and-hpe-have-been-red-hot-stocks-this-week-whats-behind-the-big-moves-9fc8acc7?mod=stockoverview">said</a> in an investor note on Wednesday.<h2 class="st-heading-2">Retail’s View On INTC, AMD</h2>The moves helped improve retail investors’ view&nbsp;of CPU makers, but caution&nbsp;prevailed. On Stocktwits, retail sentiment for AMD shifted to ‘neutral’ from ‘bearish’ late Wednesday, while the sentiment for INTC shifted to ‘bullish’ from ‘neutral.’&nbsp;“$AMD strong close, bullish long term. but staying away in short term, overall market sentiment is bad right now. won't be surprised with pull back on war, oil etc. news,”&nbsp;<a href="https://stocktwits.com/chrisjohnasd/message/648579568">said</a> a user.Some users also pointed to speculation that CPUs were in short supply. “$INTC CPU shortage chirps keep getting louder. It’s starting to get real real. Arm to Intel foundry,”&nbsp;<a href="https://stocktwits.com/MoonOil/message/648495349">said</a> a user.Shortages often lead to higher demand and higher prices, which boost shares, as has been the case in the memory chips market over the past year.Year to date,&nbsp;<a href="https://stocktwits.com/symbol/INTC">Intel shares</a> are up 28% while&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD shares</a> are up just 3%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dkng-flut-drop-to-multi-year-lows-analyst-warns-prediction-market-regulation-may-be-delayed/cZ3r0XGRIjf">DKNG, FLUT Drop To Multi-Year Lows: Analyst Warns Prediction Market Regulation May Be Delayed</a>

In this photo illustration, a close-up of a printed circuit board (PCB) is seen, while the Intel logo is displayed on a screen in the background. (Photo by Nikos Pekiaridis/NurPhoto via Getty Images)

INTC, AMD Stocks Rally: CPU Price Hikes Signal AI Demand Shift Beyond GPUs

Chip companies are launching new CPUs targeting AI workloads, arguing that a mix of GPUs and CPUs is the ideal framework.

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Apple Surpasses Nvidia as the Most Popular Stock on Zacks.com: Time to Buy AAPL? 

Nvidia (NVDA) has typically been the most searched for stock on Zacks.com, but has been surpassed by Apple (AAPL).

HP Inc. is an information technology company, which engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.

HP Inc

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Ondas Inc. ($ONDS)

The stock that proved the power of the crowd. Fueled by community energy and social momentum, this winner captivated retail investors regardless of what the "experts" or traditional fundamentals had to say.

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