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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.

Democratic midterm gains and expected divided government are dominating discussion, with traders viewing the results as a political setback that could weaken Trumps influence and pressure DJT. Most commentary is bearish, though some argue the reaction may be excessive and point to the TAE merger as a separate potential driver.

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

AMDs stronger-than-expected results and upbeat sales outlook sparked a rally, but traders focused on the sharp reversal as election results raised concerns about possible limits on data-center expansion. The community is split between viewing that policy risk and AMDs valuation as reasons for caution, and seeing the fears as overblown given strong AI demand.

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 quarterly results beat expectations and its raised outlook, attributed to strong AI-server demand, are driving attention. Traders are frustrated that the post-earnings rally faded: bulls emphasize growth and valuation, while skeptics point to thin margins, cash flow and customer concentration; some also speculate that election-related data-center restrictions could weigh on the business.

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 gains in the midterms have driven concern that SpaceX could face greater scrutiny of Musks government contracts and data-center expansion, weighing on the shares. Traders are split between expecting regulatory and political fallout and viewing the selloff as an overreaction, with bullish posts also pointing to SpaceXs Qualcomm 5G partnership and buying the dip.

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 reported 15-year lease for 910 MW at its Corsicana campus with a leading AI lab, alongside its earnings update, is driving attention as investors focus on its shift from Bitcoin mining toward AI data centers. Traders welcomed the contract as validation of that strategy, while others questioned execution, construction costs and whether the deal will translate into reliable cash flow, amid complaints that the rally could fade.

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 quarterly results beat expectations and lifted total-revenue guidance, but Orladeyo guidance was unchanged, prompting debate over whether inventory timing and emerging HAE competition could slow its growth. Many traders are frustrated that the stock has barely responded to the strong results, questioning managements capital-allocation strategy and calling for buybacks or a sale; others remain focused on the longer-term Navenibart pipeline catalyst.

Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

Hut 8s mixed Q3 report and revenue miss are driving the sharp selloff, with traders questioning current operating performance and noting that much of the reported net income came from unrealized Bitcoin gains. Bears say the AI data-center leases are years from generating revenue, while bulls view the drop as an overreaction and point to the long-term lease pipeline and expanded buyback authorization.

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.

Qualcomms reported multi-year deal with SpaceX to develop 5G base stations for Starlink Mobile is drawing attention, with traders viewing it as a major network opportunity while some argue the news is already priced in. The discussion is also focused on Qualcomms upcoming earnings report and whether results can support the optimism.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingos quarterly results are driving attention, with stronger-than-expected revenue, accelerating user growth and a raised outlook outweighing an earnings-per-share miss for many traders. Bulls are celebrating the sharp rally and speculating about short covering, while skeptics question the valuation and whether the gains will hold.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

Solar shares are rallying as traders attribute the move to Democrats sweeping Congress and expectations that clean-energy policy and tax-credit support could become more favorable. Bulls see a renewed sector rotation and potential short-covering, while skeptics argue the gains may fade because policy changes are uncertain and could face presidential vetoes.

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Flex's CPI Sales Surge 54%: Can AI Infrastructure Sustain Gains?

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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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<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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