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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 sharply upward ahead of its highly anticipated earnings report later today, with the community divided between strong bullish sentiment driven by massive AI demand and new product excitement, and cautious predictions of a "sell the news" event following the recent rally.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending following its recent earnings, which showed a revenue decline but emphasized a strategic pivot to high-power AI data centers with new GaN and SiC solutions. The community is actively discussing the technology's critical role in addressing AI's escalating energy demands, with significant anticipation for definitive, revenue-generating contracts from hyperscalers like NVIDIA.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending amid a significant stock price decline, fueling community debate over broader software sector weakness and perceived threats from AI, contrasted by conviction from investors who highlight strong fundamentals, strategic AI pivots, and upcoming earnings as catalysts for a major rebound and short squeeze.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is experiencing a significant surge following a strong Q4 earnings report that exceeded expectations and showcased robust USDC adoption, fueling widespread discussion of a short squeeze and its long-term potential as a core financial infrastructure as stablecoin regulatory clarity is anticipated. However, a divided community also highlights concerns regarding its valuation and sustainability amid the rapid climb.

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.

Fiserv is a hot topic following activist investor Jana Partners' reported stake and mixed Q4 earnings, with community sentiment sharply divided between those who see a "massively undervalued" fintech leader on the cusp of a turnaround and skeptics concerned about sector headwinds and debt. Discussions also center on aggressive call buying and ongoing insider accumulation as signs of potential future upside for the stock.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics is trending after its experimental Friedreich's ataxia treatment received FDA Breakthrough Therapy designation, with the agency open to accelerated approval using a novel biomarker. The community is buzzing with high price targets and buyout speculation, navigating discussions around potential future dilution and the drug's safety profile.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

A robust earnings report, featuring beats on revenue and earnings per share, alongside strong same-store sales and ambitious plans for new restaurant openings, is driving significant bullish sentiment for CAVA; the community is actively debating its potential for a short squeeze and sustained growth versus its high valuation compared to peers.

Oddity Tech Ltd. engages in the online retail sale of cosmetics and beauty products. Its products include lipsticks, makeup brushes, mascara, eyelash curlers, and makeup brush cleansers. The company was founded by Oran Holtzman and Shiran Holtzman-Erel on March 23, 2013 and is headquartered in Tel Aviv, Israel.

ODDITY Tech Ltd. - Ordinary Shares - Class A

ODDITY Tech is seeing a surge in conversation following its announcement of a $150 million share buyback program and raised Q2 guidance, which is fueling investor hopes for a short squeeze and a rebound from prior declines linked to an unexpected marketing glitch.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending after its latest earnings report, where despite beating EPS and revenue, shares dropped significantly due to weaker subscription revenue guidance and a slower pace of margin expansion. The community is split, with bulls citing the co-founder's return as CEO and AI adoptionincluding by Anthropicas catalysts for a rebound, while bears highlight decelerating growth and broader AI disruption concerns for the software sector.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is trending after its latest earnings revealed impressive revenue growth, particularly in diagnostics, and a record total contract value with pharma partners for its AI-driven oncology platform. However, a wider net loss and anticipated slower revenue growth are sparking a debate among investors, with many seeing a buy-the-dip opportunity fueled by institutional interest and short-squeeze potential.

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 What Lies Ahead of Mag-7 Earnings? ETFs in Focus 

Magnificent 7 earnings are heating up as Apple, Microsoft, Meta and Tesla report, putting AI strategy, valuations and Mag-7 ETFs in the spotlight.

<ul class="summary-bullets"><li>Last year, Amazon had agreed to raise prices for some of its suppliers selling tariffed goods in a bid to limit the impact of President Trump’s tariffs, as long as they guaranteed the company minimum margins.&nbsp;</li><li>Amazon is now seeking to pull back on those concessions on the grounds that U.S. tariffs were less sweeping than first feared, according to the report.&nbsp;</li><li>The tech company is looking to offload any further trade volatility risk onto its suppliers by getting them to agree to take responsibility for paying any duties on goods they sell, as per the report.</li></ul>Amazon.com (AMZN) is reportedly looking to slash its payments to its e-commerce suppliers for goods on its platform in a bid to reverse the concessions it had provided to limit the impact of U.S. President Donald Trump’s tariffs.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/6f7ad580-a237-4cb7-86bc-f68e4e44f511">report</a> from the Financial Times on Tuesday that cited several vendor consultants, the tech giant has asked for discounts from its suppliers ranging from low single digits to as high as 30%.The e-commerce company had sped up talks by many weeks with some suppliers, while considering imposing a January 1 deadline in some individual cases, the report noted.Amazon’s alleged concession reversal comes ahead of a Supreme Court ruling expected this week about the legality of Trump’s trade tariffs. &nbsp;<h2 class="st-heading-2">Amazon’s Earlier Supplier Deal</h2>Last year, Amazon had agreed to raise prices for some of its suppliers selling tariffed goods as long as they guaranteed the company minimum margins. However, Amazon was seeking to pull back on those concessions on the grounds that U.S. tariffs were less sweeping than first feared, according to people cited in the report.President Trump has cut back on some levies after making a series of trade deals with countries.As per the report, Amazon said that its annual vendor negotiation cycles had not changed and there was no rigid deadline for talks. However, the report noted that Amazon said that it had begun conversations with some suppliers after tariff rates for Chinese imports were brought down at the end of October.Through these negotiations, the tech company is looking to offload any further trade volatility risk onto its suppliers by getting them to agree to take responsibility for paying any duties on goods they sell, as per the report.Amazon would be willing to accept smaller discounts from suppliers if they would be willing to be on the hook for paying tariffs, and also spend more on marketing and promotions, as per the people cited in the report.“We work closely with vendors to understand all the cost pressures they’re facing — tariffs, supply chain, raw materials, labour — and factor those into negotiations,” Amazon said, as per FT.<h2 class="st-heading-2">Trump Tariffs</h2>In 2025, President Trump announced a sleuth of tariffs on trading partners that impacted global trade relations.The uncertainty around rates and frequent changes upended many businesses, including Amazon’s, which operates on razor thin margins in the e-commerce business.<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AMZN">AMZN shares</a> slipped to ‘neutral’ territory from ‘bullish’ a day ago. Message volumes remained ‘high’.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_14_at_4_00_26_AM_png_9ff0a40bae.webp" alt="On Stocktwits, retail sentiment around AMZN shares slipped to ‘neutral’ territory from ‘bullish’ a day ago. Message volumes remained ‘high’." width="1299" height="157"></figure>Shares of AMZN have gained over 11% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Amazon website displayed on a laptop screen is seen in this illustration photo taken in Krakow, Poland on September 9, 2024. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Amazon Seeks Supplier Price Cuts Of Up To 30% As It Reverses Tariff Concessions: Report

According to a report from the Financial Times, Amazon.com had sped up talks by many weeks with some suppliers, while considering imposing a January 1 deadline in some individual cases, for these negotiations. 

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What Lies Ahead for Mag-7 ETFs in Q3 Earnings Season?

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Growth ETFs Set New Records, Brush Off Tariff Headwinds

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Vanguard Group, Inc. - Vanguard Mega Cap Growth ETF

Beat EPS and revenue

Beat EPS, miss revenue

Miss EPS, beat revenue

Miss EPS and revenue

Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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