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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix ($NFLX) is trending down after Q3 earnings, with discussions focusing on an EPS miss attributed to a surprise Brazil tax charge, despite record revenue and viewership. The community is debating whether the dip is an overreaction or a sign of deeper valuation concerns, with some citing 'woke' content as a factor while others highlight ad revenue growth potential. Investors are actively discussing potential support levels and whether to buy the dip or anticipate further decline.

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 downwards, sparking heavy debate among investors about potential bottom levels and the sustainability of its valuation despite a major Microsoft deal and upcoming earnings; community sentiment is mixed, with some calling for aggressive dip buying while others express concern over the stock's persistent decline amid broader market strength. Discussions also involve the potential impact of AI spending trends and the company's diverse business segments beyond data centers.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending amid community discussion of a major new lease agreement with a top-tier hyperscaler for AI infrastructure. While the specific tenant remains undisclosed, the potential impact of this multi-billion dollar deal on future revenue is a key talking point. Community members are also closely watching for further news and catalysts related to this deal and the broader AI sector.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X ($CCCX) is trending as the stock experiences significant volatility, leading to a mix of bullish and bearish sentiment within the trading community. Discussions revolve around the recent price drop, potential support levels, and comparisons to other quantum computing stocks, with some traders viewing it as a buying opportunity while others express concerns about the SPAC structure and sector-wide pressures. Despite the turbulence, the upcoming NVIDIA GTC event and Infleqtion's involvement are focal points for potential catalysts.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

GLXY is trending amidst discussions of potential market manipulation following its earnings report, with community members expressing frustration over the stock's price action despite strong results. Some investors believe large entities are strategically driving the price down to profit from put options, while others remain optimistic about the company's long-term potential within the crypto and AI sectors.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. It also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment offers products and services sold for applications within the data center, communication networks, and commercial and industrial markets in North America and Latin America. The Asia Pacific segment includes products and services sold for applications within the data center, communication networks, and commercial or industrial markets throughout Greater China, Australia and New Zealand, Southeast Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Columbus, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv is trending as investors digest recent Q3 earnings, which beat estimates and raised forward guidance, though the stock experienced a sharp reversal following the ER call. Community discussions revolve around speculation of a potential rug pull and market manipulation by shorts, while others see it as a buying opportunity. VRT's connection to the AI data center infrastructure boom and partnerships with companies like NVIDIA continue to be a key talking point.

GE Vernova, Inc. is a electric power industry. Its products and services generate, transfer, orchestrate, convert, and store electricity. The firm operates through the following segments: Power, Wind and Electrification. The Power segment includes design, manufacture, and servicing of gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment includes wind generation technologies, inclusive of onshore and offshore wind turbines and blades. The Electrification segment includes grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The Company was founded November 09, 2021 and is headquartered in Cambridge, Massachusetts.

GE Vernova Inc.

GE Vernova is trending as traders digest the implications of strong earnings and soaring orders, particularly related to AI-driven data center demand. Despite positive results, the stock experienced volatility, leading to community discussions about market manipulation and potential buying opportunities. Some investors see GEV as a long-term play in the energy sector, while others are wary of its valuation.

Arcturus Therapeutics Holdings, Inc. operates as a late-stage clinical mRNA medicines and vaccine company, which engages in the development of infectious disease vaccines and significant opportunities within liver and respiratory rare diseases. Its products include LUNAR-COV19, LUNAR-FLU, LUNAR-OTC, and LUNAR-CF. The company was founded in 2013 and is headquartered in San Diego, CA.

Arcturus Therapeutics Holdings Inc

Arcturus Therapeutics is trending as investors discuss its potential following a significant drop and subsequent recovery, focusing on the company's progress report and financial standing. Community talking points revolve around whether the sell-off was an overreaction, with some seeing it as a buying opportunity while others express concerns about market manipulation in bio stocks. Discussions also mention institutional investor positions and potential catalysts, like upcoming trial data.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is trending as the community debates the impact of recent analyst ratings, particularly one from JPM, and its influence on the stock's price movement. Discussions revolve around the company's fundamentals, debt restructuring, and potential connections to subprime auto lending concerns highlighted by recent bankruptcies in the sector. Some traders are pointing to technical indicators and unusual options activity while also drawing parallels to other meme stocks.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&T is trending after Q3 earnings revealed a revenue miss, overshadowing strong subscriber growth; the earnings release has sparked discussions around the company's debt and valuation. While some investors see the dip as a buying opportunity and praise the company's convergence strategy, others are concerned about its near-term upside and cash flow. Community members are closely watching for a potential recovery and debt reduction initiatives.

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FedEx, Tripadvisor and Datadog rise premarket; Alibaba falls

Investing.com -- U.S. stock futures traded marginally higher, with investors digesting a new trade deal with Vietnam ahead of the release of the widely-watched monthly jobs report.

Hewlett Packard Enterprise (HPE) on Wednesday finalized its acquisition of Juniper Networks, Inc. (JNPR), an AI-native networking company, marking a major shift in its strategy toward hybrid cloud and artificial intelligence solutions.The deal, which was originally announced in January 2024 and approved by Juniper shareholders in April, brings Juniper under the HPE umbrella.Following the news,&nbsp;<a href="https://stocktwits.com/symbol/HPE">Hewlett Packard Enterprise stock</a> traded 3.1% higher in Wednesday afternoon trade.&nbsp;The acquisition expands HPE’s networking division twofold, equipping the company with a full, contemporary infrastructure, from core silicon to cybersecurity tools.&nbsp;The combination is expected to boost HPE’s transition into more profitable, fast-growing market segments, strengthening its long-term earnings potential.The unified product lineup now includes AI-enhanced networking solutions tailored for hybrid cloud environments.&nbsp;Clients will now access a unified ecosystem featuring HPE’s compute, storage, hybrid cloud, and software tools paired with Juniper’s advanced networking expertise.&nbsp;The acquisition is expected to be immediately accretive to non‑GAAP earnings, with the enriched networking division projected to generate over half of HPE’s operating income.&nbsp;Following the closing of the deal, Juniper’s common shares, previously traded on the NYSE under the ticker ‘JNPR’ will stop trading on Wednesday and will be removed from the exchange.HPE and Juniper Networks&nbsp;reached a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hpe-juniper-14-billion-dollar-merger-clears-doj-review-after-divestiture-deal/chmZI7URRel">settlement</a> with the U.S. Department of Justice (DOJ) recently to resolve antitrust concerns over the $14 billion merger.&nbsp;As part of the settlement, HPE must divest its “Instant On” WLAN business and auction Juniper’s AI Ops for Mist source code. The DOJ stated the terms would maintain competitive balance.On Stocktwits, retail sentiment toward Hewlett Packard Enterprise remained in ‘bullish’ territory with ‘high’ message volume levels.<figure class="image"><img style="aspect-ratio:963/123;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_02_135839_png_e864686892.webp" alt="HPE’s Sentiment Meter and Message Volume as of 1.45 p.m. ET on July 2, 2025 | Source: Stocktwits" width="963" height="123"><figcaption>HPE’s Sentiment Meter and Message Volume as of 1.45 p.m. ET on July 2, 2025 | Source: Stocktwits</figcaption></figure>Hewlett Packard Enterprise stock has lost over 1% year-to-date and 0.1% in the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-proposes-new-search-changes-ahead-of-eu-antitrust-showdown/chF0rArRcRr">Google Proposes New Search Changes Ahead Of EU Antitrust Showdown</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the logo of Hewlett Packard Enterprise Company (HPE) is displayed on a smartphone screen.

HPE Stock Gains After Absorbing Juniper To Build AI‑Native Hybrid Cloud Platform: Retail’s Bullish

The acquisition expands HPE’s networking division twofold, equipping the company with a full, contemporary infrastructure, from core silicon to cybersecurity tools. 

Equity

The acquisition expands HPE’s networking division twofold, equipping the company with a full, contemporary infrastructure, from core silicon to cybersecurity tools. 


Will Arista's VeloCloud Buyout to Boost SD-WAN Unit Aid ANET Stock?

ANET's VeloCloud buyout adds 20K clients and proven SD-WAN tech, boosting its edge in secure cloud networking.

Orange Strengthens Sovereignty With New Defense & Security Division

ORANY's new Defense & Security Division taps into the rising demand for sovereign, resilient digital tools across Europe's critical sectors.

FRSH Streamlines EX Management With AI-Powered Freshservice Journeys

Freshworks launches Freshservice Journeys to streamline IT, HR and facilities workflows, driving employee engagement and enterprise growth.

ONTO Inks Deal to Buy Semilab's Materials Analysis Business for $545M

Onto Innovation to acquire Semilab's materials analysis unit for $545 million, boosting margins and expanding in high-growth semiconductor markets.

Strength Seen in Juniper (JNPR): Can Its 8.5% Jump Turn into More Strength?

Juniper (JNPR) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Nvidia, JPMorgan and Walt Disney rise premarket; Tesla, Stellantis fall

Investing.com -- U.S. stock futures rose Monday, continuing the recent positive tone as investors digested ongoing trade negotiations as well as the potential for future Federal Reserve rate cuts.

Juniper Networks, Inc. engages in the business of designing, developing, and selling products and services for networks to enable customers to build networks for their businesses. The firm also offers routing, switching, Wi-Fi, network security, artificial intelligence-enabled enterprise networking operations, and software-defined networking technologies. The company was founded by Pradeep S. Sindhu on February 6, 1996 and is headquartered in Sunnyvale, CA.

Juniper Networks Inc

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