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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 is trending amid ongoing discussion around AI infrastructure and increasing demand for advanced chip production. Community members are analyzing the latest earnings report and revenue outlook, with some anticipating significant growth while others point to short-term pullbacks. Geopolitical factors and potential impacts from U.S.-China trade relations also remain a key focus.

FuelCell Energy, Inc. engages in the business of developing, designing, producing, constructing, and servicing high temperature fuel cells for clean electric power generation. It operates through the following geographical segments: the United States, South Korea, and Europe. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is trending due to increased interest in fuel cell technology for AI data centers, sparked by a competitor's significant partnership. The community is discussing FCEL's potential to secure similar deals, especially given its existing relationship with ExxonMobil and its advantageous MCFC tech. Investors are weighing FCEL's future prospects against sector leader Bloom Energy, comparing market caps and revenue growth.

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 is trending amidst discussions around AI infrastructure, particularly following news of a partnership with NVIDIA to build a supercomputer for the U.S. Department of Energy. Community members are weighing the potential of AI and cloud growth against concerns about the company's debt and insider selling, with some anticipating a boost from a potential TikTok deal.

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 amid positive sentiment surrounding AI infrastructure and anticipation of upcoming earnings, with community members discussing potential government deals and revenue growth. Recent news highlights the company's expanded collaboration with NVIDIA and focus on U.S.-based manufacturing for government applications. Despite some skepticism and past volatility, the stock is seen by some as undervalued, with a potential for significant upside.

Amprius Technologies, Inc. engages in the development, manufacture, and market lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the United States and Rest of the World geographical segments. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is trending as investors react positively to news of a significant battery order for UAS applications, potentially signaling wider adoption of their high-density silicon anode batteries in the defense and aerospace sectors. The community is buzzing about upcoming earnings and the possibility of an Amazon partnership, speculating on future contracts and expansion opportunities. Bullish sentiment is strong, with some anticipating a continued climb and long-term growth for this battery technology leader.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is trending due to upcoming Q3 financials, with the community anticipating a potential EPS beat and revenue guidance. Investors are drawing attention to the stock's history of double-digit swings following earnings releases, contributing to heightened speculation. Traders are also watching for a possible buyout.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

NBIS is trending amid discussions around AI infrastructure and data center investments, particularly in relation to Nvidia's developments and potential benefits for GPU suppliers. Community members are actively analyzing the stock's potential, with some highlighting the company's unique positioning and awaiting further catalysts.

Mannatech, Inc. engages in the development of nutritional supplements, topical and skin care products and weight-management products that target optimal health and wellness. Its product category includes integrative health, targeted health, wealth and fitness, skin care, essentials, and home. The company was founded by Marlin Ray Robbins and Samuel L. Caster in November 1993 and is headquartered in Flower Mound, TX.

Mannatech Inc

MTEX is trending due to a significant price and volume surge, sparking excitement among traders. Community members highlight the stock's small float, anticipating a potential parabolic run similar to other low float tickers recently. With increased attention and volume, the stock is being closely watched for continued upward momentum.

Newsmax Inc. is a holding company, which engages in television broadcasting and multi-platform content publishing that produces original news and editorial content for consumers through various media outlets, including TV new channels, digital and print publications. It operates through the Broadcasting and Digital Segments. The Broadcasting segment produces and licenses news, business news and lifestyle content for distribution through both MVPDs and free OTT streaming platforms. The Digital segment is composed of Newsmax.com and affiliated websites. The company was founded by Christopher Ruddy in 1998 and is headquartered in Boca Raton, FL.

Newsmax Inc. - Ordinary Shares - Class B

Newsmax Inc

Newsmax (NMAX) is trending amid discussions about its market performance and a potential lawsuit against Fox News. Community members are debating the stock's valuation, potential for growth, and alleged market manipulation. Some investors view NMAX as a long-term play, while others express concerns about short-selling and the stock's correlation with political sentiment.

Dash (DASH) is digital cash designed to offer financial freedom to everyone. Payments are instant, easy and secure, with near-zero fees. Built to support real life use cases, Dash is the leading decentralized payment solution. Users can purchase goods at thousands of merchants and trade it at major exchanges and brokers around the globe. Since its creation in 2014, Dash has demonstrated leadership in innovation and pioneered groundbreaking features such as: -Two-tier network with incentivized nodes and decentralized project governance (Masternodes) -Instantly settled payments (InstantSend) -Instantly immutable blockchain (ChainLocks) -Optional privacy (PrivateSend)

Dash

DASH is trending as the community speculates on potential price surges, with some highlighting its limited supply and comparing it to ZEC. Discussions revolve around DASH's ability to break through resistance levels, with some traders pointing out key price levels to watch. The community also mentions potential integrations and developments within the Dash ecosystem as possible catalysts.

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Alibaba’s (BABA) Vice President Kaifu Zhang reportedly told reporters on Thursday that the company was seeing a recovery from its artificial intelligence investment in the e-commerce operations.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/16/alibaba-says-ai-spending-for-e-commerce-taobao-tmall-is-breaking-even.html">CNBC report</a>, Zhang, who looks after the company’s e-commerce AI applications, shared that Alibaba deployed multiple AI tools aimed at boosting personalized user experience and also virtual try-ons of clothing. The report, citing Zhang, said that the initial testing has shown that AI has generated steady results with a 12% rise in advertising spend returns.“It’s very rare to see double-digit changes” in such tests, Zhang said in Mandarin and translated by CNBC. The report noted that he forecast a “very significant” positive impact mainly from the company’s AI investment, which will help boost Alibaba’s gross merchandise volume during the November 11 Singles Day shopping period.<a href="https://stocktwits.com/symbol/BABA">NYSE-listed shares of BABA</a> traded nearly 0.5% higher in Thursday’s pre-market session. Retail sentiment on Alibaba remained unchanged in the ‘bearish’ territory compared to a day ago, with message volumes at ‘normal’ levels, according to data from Stocktwits.The report said that research firm Syntun had forecast a 20.1% rise in sales to 1.11 trillion yuan ($155.75 billion), compared to a year ago, for Alibaba’s Tmall, JD.com and PDD during the Singles Day last year. This came at a time when consumer spending in China had been lull in the last few years.&nbsp;According to the CNBC report, Alibaba had noted during its last earnings that AI and consumption were “two major historic opportunities” making it a need to invest at a “historic scale” in these two.&nbsp;In September, a CNBC report cited CEO Eddie Wu saying, “We are vigorously advancing a three-year, 380 billion [yuan] AI infrastructure initiative with plans to sustain and further increase our investment according to our strategic vision in anticipation of the [artificial superintelligence] era.”U.S.-listed shares of Alibaba have gained over 95% this year.1 Yuan = $0.14For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/bitfarms-slides-after-rallying-to-near-4-year-high-on-300-million-offering/ch6pbe9R3nP">Bitfarms Slides After Rallying To Near 4-Year High On $300 Million Offering, Retail Buzz Stays Elevated</a>

The logo of Alibaba Group is displayed on a smartphone screen. (Photo illustration by Cheng Xin/Getty Images)

Alibaba Executive Reportedly Says Firm Beginning To See Return On AI Investment In E-Commerce: Expects ‘Very Significant’ Positive Impact

According to a CNBC report, Vice President Kaifu Zhang said initial testing has shown that AI has generated steady results with a 12% rise in advertising spend returns.

Equity

Meta, Microsoft Spark $500B Rally in AI Leaders and ETFs

META's and Microsoft's blowout earnings triggered a $500B surge in AI stocks and ETFs like WTAI, IVES and others.


ETF Strategies to Follow in 2H 2025

Markets hit new record with bets on a "Goldilocks" economy, but volatility persists. AI and international ETFs like QQQ, IVES and EZU could be good bets for 2H. 

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