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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending amidst buzz around potential new partnerships and optimism following its GTC conference, with the stock price approaching a $5 trillion market cap. The community is actively discussing the implications of these developments for AI and the competitive landscape. Bullish sentiment prevails as investors weigh NVIDIA's future growth prospects and its role in shaping the AI industry.

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 ($ENPH) is trending amid discussions around its recent performance and future outlook, with the community focusing on poor guidance despite a massive beat. Concerns about management's communication and shareholder value are prominent, alongside debates on the impact of potential shifts in the solar sector. Some investors express frustration with the stock's performance compared to its peers, while others remain optimistic about its long-term potential in the growing energy market.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending after reporting earnings, initiating a dividend, and announcing a partnership with OpenAI, though some investors are concerned about single-digit account growth and spending deceleration. The community is discussing whether this is a turning point for the stock after years of sideways trading, with some citing valuation metrics and buyback programs as reasons for optimism, while others believe it will continue to struggle. There's also considerable debate about whether the stock can hold its gains, especially with potential analyst downgrades looming.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is trending due to a recent partnership with Brookfield Asset Management focused on powering AI data centers, driving investor optimism. Community members are impressed with the company's execution and potential for further growth, with some expressing regret for not investing earlier. This positive sentiment contrasts with frustration around other companies in the sector, as investors see Bloom Energy as a key player in meeting the increasing energy demands of AI.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending due to Nvidia's strategic investment and partnership focused on AI-driven networking and 6G technology, igniting excitement among investors. Community members are discussing the potential for Nokia to redefine its role in the AI and telecom space, with some speculating on significant long-term gains. The news has sparked a surge in trading volume as investors assess the implications for Nokia's future in the evolving technology landscape.

Aurora Innovation, Inc. engages in the design and development of automobile hardware, software, and provision of data services. It offers the Aurora Driver which allows a vehicle to drive itself. The company was founded by Christopher Urmson, Sterling Anderson and James Andrew Bagnell in 2017 and is headquartered in Pittsburgh, PA.

Aurora Innovation Inc - Ordinary Shares - Class A

AUR is trending as investors discuss the company's progress in autonomous trucking, including service expansion and next-generation hardware development, highlighted in a recent investor presentation. Community members are focused on the potential for partnerships with tech giants like Nvidia or OpenAI. Bullish sentiment is building around the company's plans to deploy driverless trucks in 2026 and recent earnings beat.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors anticipate upcoming earnings results and analyze its stake in OpenAI. The community is closely watching for cloud growth and AI contributions to revenue, with some analysts predicting a strong quarter. Discussions also highlight Microsoft's steady performance amidst market volatility and its potential for further upside.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visa is trending following its Q3 earnings release, which beat expectations on both EPS and revenue; however, the stock is trading slightly lower after hours. Community discussion revolves around the company's future growth prospects and potential impact from stablecoin adoption, despite a solid quarter. Some investors express frustration over the stock's price action, while others view the dip as a buying opportunity, given Visa's established position in the payment processing sector.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending as investors discuss the potential impact of its growing partnership with Nvidia, particularly around AI, with some speculating about future market capitalization. Community members are debating the stock's valuation, with bullish investors citing long-term growth potential, while others point to high P/E ratios. Some are anticipating the upcoming earnings report and potential new deals with Poland and the US government.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe ($ADBE) is trending as investors discuss its generative AI offerings and potential partnerships with Google Cloud and OpenAI. Community members are weighing the company's AI strategy against competitors, with some expressing concerns about its stock performance and others anticipating a breakout due to its strong fundamentals and upcoming investor day.  Discussions also involve potential acquisitions and comparisons to other SaaS companies.

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Rocket Companies (RKT) stock slipped in extended trading on Thursday after the company forecast second-quarter revenue below Wall Street’s estimates and flagged a slowdown in homebuying due to tariff uncertainty.The mortgage lender forecasted second-quarter revenue between $1.175 billion and $1.325 billion, which fell short of analysts’ expectations of $1.36 billion, according to FinChat data.“We think the home buying season got delayed a bit with the volatility in April, but has potential to finish strong,” CEO Varun Krishna said.While mortgage rates scaled down during the first quarter, U.S. President Donald Trump’s tariff announcements pushed them up again amid a decline in consumer sentiment.The company said weekly purchase applications declined by double-digit percentage points throughout April, which the industry hadn’t witnessed since the financial crisis of 2008.It reported a net loss of $212 million, or $0.08 per share, for the first quarter, compared with a profit of $291 million, or $0.11 per share.According to FinChat data, the company’s adjusted revenue of $1.30 billion topped estimates of $1.25 billion.The company said Rocket Mortgage generated $26.1 billion in net rate lock volume, a 17% increase from last year. A rate lock denotes a fixed mortgage rate agreed upon between the lender and borrower.The company's sold loan volume in the direct-to-consumer segment rose to $11.30 billion during the quarter, up from $9.05 billion last year.The Detroit-based company has been looking to cement its position as an industry leader by acquiring rivals Redfin and Mr. Cooper.Retail sentiment on Stocktwits was in the ‘bullish’ (59/100) territory, while retail chatter was ‘high.’<figure class="image"><img style="aspect-ratio:872/84;" src="https://news.stocktwits-cdn.com/RKT_May_9_JPG_3e5288429f.webp" alt="RKT’s Sentiment Meter and Message Volume as of 01:17 a.m. ET on May 9, 2025 | Source: Stocktwits" width="872" height="84"><figcaption>RKT’s Sentiment Meter and Message Volume as of 01:17 a.m. ET on May 9, 2025 | Source: Stocktwits</figcaption></figure>One user was optimistic about the stock on the company’s forecast for a potential market stabilization in May and June.<stembedurl>https://stocktwits.com/Carlos_Slim/message/614019526</stembedurl>Another user said that the company’s recent acquisitions and potential interest rate cuts in the future could push the stock higher.<stembedurl>https://stocktwits.com/lonzo75lonzo75/message/614025325</stembedurl><a href="https://stocktwits.com/symbol/RKT">Rocket Companies' stock</a> has risen 8.7% year-to-date (YTD).Also See: <a href="https://stocktwits.com/news-articles/markets/equity/lyft-stock-rallies-after-750-m-buyback-boost/chiWgGURbkv">Lyft Stock Rallies After $750M Buyback Boost, Eyes Expansion In Europe And Smaller Cities: Retail’s Bullish</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Rocket Mortgage logo is pictured before the third round of the Rocket Mortgage Classic on June 29, 2024 at Detroit Golf Club in Detroit, Michigan. (Photo by Joseph Weiser/Icon Sportswire via Getty Images)

Rocket Companies Stock Slips After Tepid Q2 View, Top Mortgage Lender Says Homebuying Season Delayed: Retail’s Still Bullish

The company said weekly purchase applications declined by double-digit percentage points throughout April, which the industry hadn’t witnessed since the financial crisis of 2008.

Rocket Companies Stock Slips After Tepid Q2 View, Top Mortgage Lender Says Homebuying Season Delayed

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Citigroup Stock: Is Wall Street Bullish or Bearish?

Citigroup has outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.

What Are Wall Street Analysts' Target Price for Wells Fargo Stock?

Wells Fargo has outperformed the S&P 500 Index over the past year, and Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.

Rocket Companies (RKT) stock gained 6.6% in aftermarket trading on Thursday after the company’s fourth-quarter earnings topped Wall Street’s estimates.The financial technology firm reported adjusted net income of $0.04 per share, while analysts, on average, expected it to post earnings of $0.03 per share, according to FinChat data.Its fourth-quarter adjusted revenue of $1.19 billion exceeded Wall Street’s estimated $1.15 billion.The Detroit-based company posted a fourth-quarter net income of $649 million, or $0.23 per share, compared with a loss of $233 million, or $0.09 per share, in the year-ago quarter.The top mortgage lender said adjusted revenue in its direct-to-consumer segment jumped to $904 million from $675 million for the same period last year.The company's sold loan volume in this segment spiked to $16.53 billion during the quarter, up from $10.36 billion last year.Its partner network segment adjusted revenue rose $135 million from $110 million last year.Rocket Companies said its servicing fee income rose to about $388 million in the fourth quarter, compared to $347.7 million in the year-ago quarter.The company said Rocket Mortgage generated $23.6 billion in net rate lock volume, a 47% increase from last year. Rate lock denotes a fixed mortgage rate agreed between the lender and borrower.While Federal Reserve rate cuts helped lower mortgage rates in September, they began to rise again towards the end of 2024 on inflation worries.It also said that Rocket Mortgage net client retention rate was 97% for the year ended Dec. 31.The company forecasted first-quarter adjusted revenue between $1.18 billion and $1.33 billion.Retail sentiment on Stocktwits jumped to ‘extremely bullish’ (85/100) territory from ‘bullish’(74/100) a day ago and hit the highest score in a year, while retail chatter moved higher in the ‘extremely high’ zone.<figure class="image"><img style="aspect-ratio:807/179;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/RKT_Feb_27_4a9c0cd017.JPG" alt="RKT’s Sentiment Meter and Message Volume as of 10:32 p.m. ET on Feb. 27, 2025 | Source: Stocktwits" width="807" height="179"><figcaption>RKT’s Sentiment Meter and Message Volume as of 10:32 p.m. ET on Feb. 27, 2025 | Source: Stocktwits</figcaption></figure>One user hoped the stock would go back to $40 soon.<stembedurl>https://stocktwits.com/JustAnotherDreamer/message/606114810</stembedurl>Over the past year, <a href="https://stocktwits.com/symbol/RKT">Rocket Companies shares</a> have gained 10.4%.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/eog-resources-stock-falls-as-q4-revenue-falls-short-of-expectations-retail-remains-skeptical/chdg9lGRyo">EOG Resources Stock Falls As Q4 Revenue Falls Short Of Expectations, Retail Remains Skeptical</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rocket Companies Stock Rises After Q4 Profit Beat, Retail Sentiment Hits 1-Year High

The mortgage lender’s fourth-quarter adjusted revenue of $1.19 billion exceeded Wall Street’s estimated $1.15 billion.

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