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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 shares are under pressure after the board opened an independent investigation into CEO Jensen Huangs relationship with a businesswoman reportedly suspected by U.S. intelligence officials of ties to China. Traders are split over potential leadership and national-security fallout versus the view that the controversy does not change Nvidias AI-chip business, with many treating the decline as a buying opportunity.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

A weaker-than-expected Q3 revenue report and sequential sales decline drove a sharp selloff, with traders questioning ANKTIVAs commercial uptake and raising dilution concerns. The reaction is split: some see a buying opportunity and emphasize ANKTIVAs positive BCG-naive trial result and Israeli approval, while others argue the clinical progress does not offset disappointing sales execution.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims is in focus around its quarterly results and its Eli Lilly deal to offer branded obesity drugs through its platform. Traders are split on whether the expanded GLP-1 offering can support growth, with concerns that lower margins could offset the benefit; some also speculate about an earnings leak, without evidence.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Attention centers on the FDAs pending decision on Capricors deramiocel for Duchenne muscular dystrophy, with traders focused on whether the HOPE-3 upper-limb data will support approval by the PDUFA date. Many are bullish, citing the trial investigators support and the drugs potential for patients, while others worry the FDA may reject the application over data-analysis concerns; the binary outcome is also fueling discussion of short-squeeze potential.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

A sharp rally into The Trade Desks quarterly earnings has traders debating whether optimism about a possible beat and heavy short interest could fuel further gains. Others see the move as a pre-earnings pump and expect a reversal, citing the companys recent weakness and concerns about advertising growth and guidance.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Concern over a congressional report alleging Webull understated its China tiesand related securities lawsuitsdominates discussion of the stocks weakness. Bulls call the claims misleading and view the selloff as a buying opportunity ahead of earnings, while bears worry the allegations could sustain a China-risk discount.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A quarterly revenue beat and raised full-year outlook, driven by BRIUMVI growth, dominate discussion. Many traders view the update and buyback positively, but frustration over the share-price decline has fueled sell-the-news and short-selling speculation; the subcutaneous BRIUMVI Phase 3 readout is seen as a key upcoming catalyst.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXOs preliminary third-quarter results and Brad Jacobs bullish conference-call remarks have energized traders, who are cheering the update and speculating about short covering. Some remain cautious about acquisition-related debt and the stocks volatile price action.

Clover Health Investments Corp. is a physician enablement technology company, which engages in the provision of Medicare Advantage plans in the United States. Its strategy is powered by its proprietary software platform, Clover Assistant, which aggregates patient data from across the healthcare ecosystem to support clinical decision-making and improve health outcomes through the early identification and management of chronic diseases. The company offers PPO and HMO Medicare Advantage plans in several states, with a differentiated focus on its flagship wide-network, high-choice PPO plans. The company was founded by Vivek Garipalli and Andrew Toy on July 17, 2014 and is headquartered in Wilmington, DE.

Clover Health Investments Corp - Ordinary Shares - Class A

Clover Health Investments Corp

Clover Healths quarterly results, improved full-year outlook, and continued profitability are driving bullish attention, with traders also citing strong membership growth and its high-rated PPO plan. The reaction is tempered by disappointment that Counterparts software business had no clear revenue update, alongside debate over whether the gains can hold above a persistent technical resistance level.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Arrowheads interim ARO-MAPT results showing substantial tau reduction in healthy volunteers have drawn attention as early evidence that its subcutaneous RNAi platform can reach the central nervous system. Many traders view the data as important platform validation, while others note that clinical benefit in Alzheimers patients remains unproven and are frustrated by the stocks muted reaction.

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The move appears tied to traders focusing on JPMorgan adding Meta to its Analyst Focus List with an Overweight rating, citing AI-driven ad improvements and potential Muse expansion and monetization. Broad premarket strength among mega-cap tech stocks may also have provided support.

Futures Rise As Dip Buyers Shrug Off Jensen's Spy Scandal, Oil Slides On Iran Hopes

Futures Rise As Dip Buyers Shrug Off Jensen's Spy Scandal, Oil Slides On Iran Hopes

 US futures are higher as dip buyers return after the S&P's worst week since April 2025, oil extends its biggest weekly drop since April 2020 on Iran diplomacy hopes, and the market decides that Jensen...

"Whole World Repeating A Lie": EU Lawmaker Challenges "Far-Right" MSM Narrative For Polish Gunman

"Whole World Repeating A Lie": EU Lawmaker Challenges "Far-Right" MSM Narrative For Polish Gunman

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Is Apple the Best Mag-7 Stock Now? ETFs in Focus 

Apple's limited AI exposure, strong iPhone demand and solid cash position could make it a winner as the AI trade falters.

AMD’s Server And Data Center Success Is ‘Undeniable,’ Says Oppenheimer — Sees Favorable Pricing Ahead

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Oppenheimer projects 135% data center revenue growth in 2027 as AMD expands AI chip deployments and ramps up its Helios platform.


Pardoned Jan. 6 Defendant Charged With Threatening Federal Judges

Pardoned Jan. 6 Defendant Charged With Threatening Federal Judges

 Authored by Zachary Stieber via Epoch Times,A man who served time in prison for a crime related to the 2021 breach of the U.S. Capitol is facing a new charge after allegedly threatening to kill federal judges involved in...

Should You Buy Meta Platforms Before Its Stock Split?

Key PointsCEO and founder Mark Zuckerberg is locking in his majority voting power permanently with this action...

"Defend Us Against The Lunatic Left": Trump Wants UFC's Dana White As Press Secretary

"Defend Us Against The Lunatic Left": Trump Wants UFC's Dana White As Press Secretary

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Paraguay Ousts Its President As His Daughter's "Tax The Poor" Shirt Goes Viral

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Tech ETFs to Buy as AMD Tops Q3 Earnings, Data Center Revenues Up 97%

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Meta Platforms, Inc. (META) is Attracting Investor Attention: Here is What You Should Know  

Meta Platforms (META) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Bullish Sentiment

<ul class="summary-bullets"><li>Oppenheimer upgraded AMD to ‘Outperform’ with a $600 price target, citing strong server and data center demand.</li><li>The firm projects data center revenue growth of 135% in 2027, accounting for about 85% of AMD's total sales.</li><li>CEO Lisa Su expects company-wide revenue growth exceeding 80% in 2027, despite supply constraints.</li></ul><p>Advanced Micro Devices (AMD) stock drew an upgrade from Oppenheimer on Monday, with the firm calling the semiconductor company's server and data center success “undeniable” following another bullish earnings report.</p><p>According to TheFly, Oppenheimer analyst Rick Schafer upgraded AMD to ‘Outperform’ from ‘Perform’ with a $600 price target. The analyst sees favorable pricing trends as AMD negotiates next-generation deals from its position as an incumbent supplier.</p><p>As of this writing, <a href="https://stocktwits.com/symbol/AMD"><a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD stock</a></a> was up more than 2% in Monday’s premarket and was among the top-trending tickers on Stocktwits.</p><h2 class="st-heading-2">Oppenheimer Sees AI Chip Sales Accelerating</h2><p>According to Investing.com, Oppenheimer raised its estimates following AMD's latest earnings call and discussions with Chief Financial Officer (CF)) Jean Hu and Vice President of Investor Relations Matt Ramsay.</p><p>The firm expects data center revenue to accelerate significantly in 2027 as AI graphics processing unit (GPU) sales overtake EPYC server central processing unit (CPU) revenue.</p><p>Oppenheimer projects 135% data center revenue growth next year, representing 85% of total company sales, the report&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investing.com/news/analyst-ratings/oppenheimer-upgrades-amd-stock-rating-on-data-center-growth-93CH-5010588">said</a>. Its forecasts incorporate roughly 3 gigawatts of deployments in 2027 and 4 gigawatts in 2028.</p><p>The firm expects OpenAI and Meta (<a href="https://stocktwits.com/symbol/META">META</a>) to drive AI chip growth through the first quarter of 2027, with Anthropic (<a href="https://stocktwits.com/symbol/ANT">ANT</a>) ramping later in that quarter.</p><h2 class="st-heading-2">AMD's Q3 Earnings Show Data Center Momentum</h2><p>AMD's fiscal third-quarter revenue rose 45% year over year to a record $13.4 billion, while adjusted earnings per share climbed 74% to $2.09. Data Center revenue nearly doubled to $8.5 billion, increasing 97% year over year, driven by EPYC processors and the launch of Instinct MI450 Series GPUs.</p><p>The company expects fourth-quarter revenue of approximately $17 billion, implying 66% year-over-year growth at the midpoint.</p><h2 class="st-heading-2">What Management Expects In 2027</h2><p>During the earnings call, CEO Lisa Su said AMD expects company-wide revenue growth above 80% in 2027, with server CPU revenue nearly doubling and data center AI revenue growing much faster.</p><p>Su also said data center AI revenue is expected to surpass server CPU revenue in the fourth quarter of 2026. However, supply remains a constraint. Su acknowledged that demand exceeds available supply, while AMD continues working with suppliers to increase capacity.</p><p>Management expects accelerating growth as Helios deployments expand, with Su highlighting strong demand across its data center customer base.</p><h2 class="st-heading-2">What Retail Thinks About AMD Stock</h2><p>On Stocktwits, retail investors’ sentiment around AMD stock remained ‘extremely bullish’ amid extremely high user message volume.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/image_54_3492b356eb.png" alt="image (54).png" width="797" height="430"><figcaption>AMD stock retail sentiment on November 9, as of 06:30 a.m. ET | Source: Stocktwits</figcaption></figure><p>So far this year, AMD's share price has more than doubled, surging over 100%. By comparison, the iShares Semiconductor ETF (<a href="https://stocktwits.com/symbol/SOXX">SOXX</a>), which holds the stock, has risen over 30% during this period.</p><p><strong>See Also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/yardeni-research-sees-45-gap-in-2028-s-and-p-500-earnings-forecasts-says-analysts-miss-ai-speed-bumps/cNGr4YDR9eZ"><strong>Yardeni Research Sees $45 Gap In 2028 S&amp;P 500 Earnings Forecasts — Says Analysts Miss AI ‘Speed Bumps’</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

AMD logo at its office building in Zhongguancun, Beijing, China. (Photo credit should read Stringer/Future Publishing via Getty Images)

Advanced Micro Devices (AMD) stock drew an upgrade from Oppenheimer on Monday, with the firm calling the semiconductor company's server and data center success “undeniable” following another bullish earnings report.

Advanced Micro Devices Inc

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Investors are closely debating whether the massive multibillion-dollar investment into AI data centers will generate sustainable cash flow or erode shareholder value.

Heavy institutional call and put volume suggests major disagreement over the stock's short-term direction, fueling volatility in dark pool markets.

The company’s recent $15 billion bond sale to fund infrastructure plans has sparked concerns about balance sheet leverage and future debt obligations.

Bulls are pointing to the accelerating user adoption and review counts for the Muse mobile app as a key driver for long-term platform monetization.

Current Price	$641.14
Prev Close	$610.15
Open	$631.52
Dividend Yield	0.32%
50-Day Moving Average	$674.92
Beta	1.44
Avg. Volume	22.19M
PE Ratio	20.81

52-Week High	$779.82
52-Week Low	$520.26
Market Capitalization	$1.56T
EPS (Annual)	$23.49
Price to Book	5.73
Revenue Per Employee	$2.55M

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