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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Democrats midterm gains and expected control of Congress are driving selling in DJT, which traders view as a politically sensitive bet on Trumps fortunes. The discussion is overwhelmingly bearish, with many arguing the results weaken the stocks political support, while a few point to the TAE merger as a potential counterweight.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. 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

Strong quarterly results and an upbeat outlook tied to AI and data-center demand sparked a rally, but the gains faded as traders worried that a Democratic congressional sweep could bring tighter restrictions on data-center construction. The community is split between bullish investors focused on AMDs growth outlook and traders citing political uncertainty, valuation, and profit-taking as reasons the earnings beat may not sustain the move.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Democratic midterm gains and a Texas political shift have fueled concern that SpaceX could face greater scrutiny of government contracts and obstacles to data-center expansion. Traders are divided between viewing the selloff as political overreaction with the launch and Starlink businesses intact, and expecting prolonged volatility or damage to Musks government-facing plans.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riots announcement of a long-term Corsicana data-center lease with a Frontier AI lab is driving attention, alongside its earnings and the stocks sharp rally. Bulls see the deal as validation of Riots AI-infrastructure pivot, while skeptics question execution, buildout costs and whether the gains will hold.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

Googles credit backstop for financing tied to TeraWulfs Anthropic data-center lease is driving attention; bulls see it as easing funding concerns and potentially pressuring short sellers. Skeptics question whether it resolves the companys debt, construction and permitting risks, and some consider the news overblown.

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 Micros strong quarterly results and raised outlook, driven by AI-server demand, are the main focus, but the initial earnings-driven gain faded. Traders are split between bullish views on rapid growth and concerns about thin margins, cash flow, customer concentration, and possible data-center policy risks after the Democratic gains.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers quarterly results and outlook are driving discussion: traders note better-than-expected results and strong bookings and cash generation, but debate whether softer-than-expected forward guidance and weakness in Mobilityamid driver-supply and fuel-cost headwindsjustify the muted stock reaction. Bulls focus on growth and profitability, while bears worry about the core ride business and continued share-price weakness.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisks quarterly sales beat and raised full-year outlook, supported by strong Wegovy pill and broader GLP-1 demand, are driving attention. Bulls see signs of a recovery, while skeptics point to profit pressure, diabetes weakness, Lillys competition and lingering doubts about management and execution.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCrysts third-quarter earnings beat and higher full-year total revenue outlook are drawing attention, alongside FDA approval of ORLADEYO pellets for adolescents and adults. Traders are divided: some see solid commercial momentum, while others question the unchanged ORLADEYO outlook and worry about rising HAE competition, fueling frustration over the stocks muted response to the results.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadogs strong quarterly results were overshadowed by an outlook that roughly matched expectations, prompting a sharp post-earnings selloff as traders focused on potentially slowing growth. The community is split between calling the reaction an overreaction and buying the dip, and warning that high valuation and possible moderation in cloud and AI spending leave further downside risk.

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Jabil

Jabil, Inc. engages in the provision of manufacturing services and solutions. It operates through the following segments: Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce. The Regulated Industries segment includes revenues from customers primarily in the automotive and transportation, healthcare and packaging, and renewable and energy infrastructure industries. The Intelligent Infrastructure segment includes artificial intelligence (“AI”) infrastructure and includes revenues from customers primarily in the capital equipment, cloud and data center infrastructure, and networking and communications industries. The Connected Living and Digital Commerce segment includes warehouse automation and robotics, and includes revenues from customers primarily in the connected living and digital commerce industries. The company was founded by William E. Morean and James Golden in 1966 and is headquartered in St. Petersburg, FL.

Jabil Inc

JBL Stock Jumps 6% After UBS Upgrade — How Amazon, Meta, Google Could Power Jabil’s AI Growth

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Neutral Sentiment

<ul class="summary-bullets"><li>UBS raised Jabil to ‘Buy’ while maintaining its $430 price target, implying nearly 28% upside from Monday’s close.</li><li>AI-related revenue is projected to climb 50% to $20.3 billion in fiscal 2027, from $13.5 billion in fiscal 2026.</li><li>Amazon is Jabil’s largest AI partner, while product road maps from Meta and Google could also drive faster growth than previously expected, according to UBS.</li></ul><p>Shares of Jabil Inc. (JBL) jumped nearly 6% on Tuesday after UBS upgraded the stock to ‘Buy’ from ‘Neutral,’ as the firm sees Big Tech’s AI investments providing a boost to the company in the coming years.</p><p>By midday Tuesday,&nbsp;<a href="https://stocktwits.com/symbol/JBL">JBL stock</a> had pared some of its gains but was still trading 4.3% higher.</p><h2 class="st-heading-2">UBS Sees AI-Driven Growth Ahead For JBL</h2><p>UBS analyst David Vogt upgraded Jabil to ‘Buy’ while keeping the price target unchanged at $430, implying nearly 28% upside from Monday’s close.</p><p>The firm said “product road maps” from key customers, including Amazon.com Inc. (AMZN), Meta Platforms Inc. (META), and Alphabet Inc. (GOOGL), could mean potentially faster growth than previously expected.</p><p>“We upgrade Jabil to Buy on a multi-year growth cycle fueled by AI investment from Amazon, Meta, and Google,” the analyst wrote, according to a report in Barron’s. UBS added that rising health care demand and “scaling automation and robotics markets” will also be tailwinds for the company.</p><p>The firm forecasts Jabil’s AI-related revenue growing by about 50% to $20.3 billion in fiscal 2027, up from $13.5 billion in fiscal 2026.</p><h2 class="st-heading-2">Amazon Emerges As Key AI Partner</h2><p>Amazon is the key for Jabil, according to UBS, the Barron’s report stated. “Amazon, Jabil’s largest AI partner, plans to accelerate deployment of its Graviton CPUs and Trainium AI ASICs over the next several years,” the analyst wrote.</p><p>Graviton is Amazon Web Services’ family of custom-designed processors for cloud computing, while Trainium is a family of purpose-built AI chips designed for machine-learning training and inference.</p><p>Jabil has become a key “picks and shovels” play in the broader AI sector, a far cry from its roots in assembling and repairing printed circuit boards, the Barron’s report said.</p><h2 class="st-heading-2">JBL’s Broader Outlook</h2><p>Jabil in June raised its fiscal-year profit guidance to $12.70 a share from $12.25, while increasing its revenue outlook to roughly $35 billion from $34 billion.</p><p>Management cited better-than-expected performance in areas of the portfolio that had previously come under pressure, notably its automotive segment and connected living business, which centers on components found in smart home appliances.</p><p>But AI has been the big growth engine for both the stock and the business. UBS, by all accounts, sees that continuing, Barron’s stated.</p><h2 class="st-heading-2">JBL Stock: What Stocktwits Retail Sentiment Says</h2><p>On Stocktwits, retail sentiment for JBL was ‘neutral’ over the past 24 hours, while message volume was ‘low’ at the time of writing.</p><p><a href="https://stocktwits.com/symbol/JBL">JBL stock</a> has gained over 50% this year and has advanced nearly 57% over the past 12 months.</p><p><strong>Also See:</strong>&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-faces-20-000-vehicle-recall-just-weeks-after-regulatory-probe-on-suspension-failure-retail-flags-asymmetric-risk-in-near-term/cZoZyjxRJQw">Tesla Faces 20,000-Vehicle Recall Just Weeks After Regulatory Probe On Suspension Failure — Retail Flags Asymmetric Risk In Near Term</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The logo of Jabil Inc. is displayed on a smartphone screen, with the company's stock market chart in the background. (Photo Illustration by Cheng Xin/Getty Images)

Shares of Jabil Inc. (JBL) jumped nearly 6% on Tuesday after UBS upgraded the stock to ‘Buy’ from ‘Neutral,’ as the firm sees Big Tech’s AI investments providing a boost to the company in the coming years.

UBS sees Jabil’s AI revenue jumping 50% by fiscal 2027 as spending from Amazon, Meta and Google fuels demand for its data-center infrastructure.

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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$JBL - blockbuster earnings from $CLS will rally whole sector $JBL $SANM …back to 300 possible this week

Future_billionaire

$JBL Jabil seeing lots of net call premium around ATM. Price just defended its 50 week MA and right at the apex of this triangulation. Watch for a breakout 📈

PeloSwing

$JBL: $JBL builds the boxes the boom ships in, on contract margins with no pricing power. seems like when the orders pause, the assembler holds the inventory and the big names keep the story

Clam Clamwell

$JBL $DELL 
 These are looking like a bargain! see how next week shakeout goes! Welcome the sell offs !

Chris

$JBL Technical wise nothing to rave about. Mentioned this last week, something feels brewing in this name, price action is very bullish imo. A massive shakeout on earnings piercing through 50ma and 200ma. Then immediately volume comes in and now back above 200ma. Fundamental is very healthy. Q to Q sequential growing fast. Took some the other day with a tad bit under 200ma

Albino

$JBL Double bagger on calls and took a week. Thank you MM crooks. Waiting for reentry. Much more green to come imho.

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