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Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is actively discussed following its recent earnings report, which saw revenue exceed expectations but a reduced profit outlook for upcoming quarters, sparking a significant sell-off. The community is divided, with many attributing the decline to broader "AI panic" impacting software, while others see it as an attractive long-term buying opportunity for a leading cybersecurity firm.

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 on news of Meta Platforms significantly expanding its multi-year AI infrastructure partnership with a commitment to millions of advanced chips, alongside a major investment in an Indian AI supercluster using NVIDIA technology. The community is actively discussing the company's sustained dominance in the foundational AI infrastructure layer amid accelerating global demand.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as major hyperscalers like Google and Amazon unveil massive capital expenditure plans for AI infrastructure, positioning the company as a key beneficiary for its custom AI accelerators and networking solutions. The community is actively discussing its undervalued status and significant growth potential, particularly with strong AI revenue expectations for its upcoming earnings report.

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

Riot Platforms is trending due to its announced data center lease with AMD, signaling a significant strategic pivot toward AI and high-performance computing infrastructure, leveraging its substantial power capacity beyond pure Bitcoin mining. The community is actively discussing how this multi-year deal could diversify revenue and unlock long-term value, though some still question its ability to fully decouple from Bitcoin's volatility.

NANO Nuclear Energy, Inc. is a microreactor and nuclear technology company, which provides supply energy services. Its products in technical development are ZEUS, a solid core battery reactor, and ODIN, a low-pressure coolant reactor. The company is founded by Jiang Yu in February, 2022 and is headquartered in New York, NY.

Nano Nuclear Energy Inc.

Nano Nuclear Energy is gaining attention as it advances microreactor development, highlighted by commencing drilling for its KRONOS system and expanding through a recent Canadian acquisition and South Korean partnership, fueling community discussions about its potential to meet the surging energy demands of AI data centers amidst broader nuclear sector tailwinds.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is trending as the community awaits a Supreme Court ruling on tariffs that could significantly impact its margins, with the company's "innovation reset" and recent layoffs at Converse sparking debate between those anticipating a rebound and skeptics.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Jana Partners' new stake is sparking investor conversation around Fiserv, with bulls citing extreme undervaluation, strong cash flow, and management's turnaround plan, contrasting with concerns over mixed earnings and wider fintech sector challenges like potential AI disruption.

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 as news emerges of NVIDIA reportedly exiting its stake, sparking a divided community response with some citing a loss of confidence while others view it as an overreaction given APLD's core AI infrastructure business and upcoming contracts.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending as the community eagerly awaits definitive news on large orders and strategic partnerships, particularly with industry-validating events like the OFC Conference and institutional ownership filings imminent, while simultaneously debating the impact of recent capital raises on its future revenue growth for high-speed AI data center connectivity.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending amidst analyst upgrades and strategic acquisitions in identity and browser security, as the community actively debates whether broader "AI panic" affecting software stocks presents a significant buying opportunity or a new challenge for the cybersecurity sector's essential role in an AI-driven world.

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Kingsoft Cloud Holdings Limited Sponsored ADR (NASDAQ:KC) Sees Significant Drop in Short Interest

Kingsoft Cloud Holdings Limited Sponsored ADR (NASDAQ:KC - Get Free Report) saw a large decline in short interest during the month of January. As of January 30th, there was short interest totaling...

Kingsoft Cloud (NASDAQ:KC) Shares Gap Up - Should You Buy?

Kingsoft Cloud (NASDAQ:KC) Shares Gap Up - Still a Buy...

Top China Tech Plays in the US That Could Boost Returns in 2026

Chinese tech stocks like Tencent gain momentum in 2026 as a U.S.-China trade detente stabilizes tariffs and opens a window for AI, EV and chip advances.

Kingsoft Cloud Holdings Limited Sponsored ADR (NASDAQ:KC) Given Consensus Recommendation of "Moderate Buy" by Brokerages

Shares of Kingsoft Cloud Holdings Limited Sponsored ADR (NASDAQ:KC - Get Free Report) have earned an average rating of "Moderate Buy" from the five brokerages that are presently covering the company...

Kingsoft Cloud Holdings Limited Sponsored ADR $KC Shares Purchased by Penserra Capital Management LLC

Penserra Capital Management LLC increased its stake in shares of Kingsoft Cloud Holdings Limited Sponsored ADR (NASDAQ:KC - Free Report) by 32.8% in the third quarter, according to its most recent...

New Strong Buy Stocks for February 3rd

UCB, CX, TCBI, LC and KC have been added to the Zacks Rank #1 (Strong Buy) List on February 3, 2026.

Wall Street Analysts Think Kingsoft Cloud (KC) Could Surge 31.95%: Read This Before Placing a Bet

The mean of analysts' price targets for Kingsoft Cloud (KC) points to a 32% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

New Strong Buy Stocks for January 30th

KC, FOR, WNEB, HSY and WASH have been added to the Zacks Rank #1 (Strong Buy) List on January 30th, 2026.

Kingsoft Cloud (NASDAQ:KC) Upgraded by Zacks Research to "Strong-Buy" Rating

Zacks Research upgraded Kingsoft Cloud from a "hold" rating to a "strong-buy" rating in a report on Tuesday...

Kingsoft Cloud (KC) Soars 8.8%: Is Further Upside Left in the Stock?

Kingsoft Cloud (KC) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Kingsoft Cloud Holdings Ltd. provides cloud storage and cloud computation services. It offers cloud platform consisting of cloud infrastructure, cutting-edge cloud products and architected industry-specific solutions across public cloud, enterprise cloud and AIoT cloud services. The firm’s products include computing, networking, storage & CDN, database, data analysis and security. It offers medical & healthcare solutions, supply chain finance solutions, e-government solutions, internet of vehicles solutions, media cloud solutions, big data education & training solutions, cloud integrated service and cloud gaming service. The company was founded in 2012 and is headquartered in Beijing, China.

Kingsoft Cloud Holdings Ltd - ADR

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