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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

APLD is trending as investors anticipate upcoming earnings and potential hyperscaler announcements, crucial for the company's AI infrastructure growth. Community discussions revolve around the timing of a new lease and the impact of Macquarie's recent funding draw. Bullish sentiment remains high due to the expected increase in AI data center demand and APLD's strategic position.

SEALSQ Corp. is a holding company, which engages in the security of microcontrollers. It operates through the following geographical segments: North America, Europe, Middle East, Africa, Asia Pacific, and Latin America. It focuses on authentication process, digital certification, and covering individual patents of semiconductors. The company was founded on April 1, 2022 and is headquartered in Cointrin, Switzerland.

SEALSQ Corp

SEALSQ (LAES) is trending due to a strategic partnership to develop 'Made in US' post-quantum cryptography solutions for US government and defense, sparking bullish sentiment. The community is actively discussing the potential for a short squeeze and significant upside, drawing comparisons to other quantum stocks. With high trading volume and positive news, investors are optimistic about the company's future growth and potential double-digit price targets.

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 ($PATH) is trending due to a significant surge fueled by new AI partnerships with industry leaders like OpenAI, Google, NVIDIA, and Snowflake. The community is buzzing about the company's shift towards agentic automation and its potential to become a central player in enterprise AI, drawing comparisons to Palantir ($PLTR). Many believe $PATH has been undervalued and are anticipating further gains, citing its strong cash position and strategic partnerships as catalysts for future growth.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

SLV is trending as silver prices approach multi-decade highs, sparking discussions about a potential breakout. Community members are debating whether demand is crushing short positions and anticipating further gains, with some pointing to a possible short squeeze. The broader context involves rising interest in precious metals as a hedge against economic uncertainty, amplified by a potentially weaker dollar and a possible government shutdown.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf ($WULF) is trending as investors discuss a potential short squeeze, fueled by its high short interest and growing optimism around its transition to AI and high-performance computing. Community members are pointing to the stock's setup mirroring past breakouts, while also highlighting analyst price targets and the increasing open interest in call options. Some are closely watching for news regarding the Lake Cayuga site approval, which could act as a further catalyst.

TOSHI

TOSHI is trending as the community rallies behind the token, pointing to strong chart patterns and increasing volume. Many are drawing comparisons to previous meme coin surges, speculating on potential listings on major exchanges like Robinhood and Binance. The community emphasizes its strong organic growth and active engagement.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense & Security Solutions is trending amid discussions about defense spending, potential contract wins, and comparisons to other high-growth tech and defense companies. The community is actively debating its valuation, potential for acquisitions, and upcoming catalysts like government contracts and drone technology advancements. Some traders are taking profits after a significant run-up, while others see it as a long-term growth play.

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 amid discussions around its valuation, potential for a short squeeze, and a recent healthcare partnership with OneMedNet; the community is debating whether the stock is overvalued and if it can sustain its high growth, while some point to the potential for breakout traders to drive the price higher. Bullish sentiment remains strong despite some concerns about the company's valuation and the sustainability of its growth.

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

SERV is trending as investors discuss its growth potential in the autonomous delivery market, especially following recent acquisitions and partnerships with major platforms like DoorDash and Uber Eats. Community members are weighing the stock's valuation and future prospects, noting the high short interest and potential for a squeeze. Bullish sentiment is fueled by expectations of revenue growth and expansion into new markets, although some caution against potential pullbacks.

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 as investors actively discuss the potential impact of data center constraints and new partnerships on the company's growth. Community members are speculating about upcoming news and potential deals, particularly related to its stake in Clickhouse and its role in AI infrastructure. The stock's volatility and potential for significant gains are also prominent talking points.

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The Trade Desk Registers 55% YTD Decline: Is the Stock Still a Hold?

TTD's 55% YTD drop underscores ad-market caution and rising competition, but innovation in CTV and AI could steady its long-term play.

TTD to Rollout Audience Unlimited: Monetization Tailwind Ahead?

The Trade Desk introduces Audience Unlimited and AI-powered trading modes to cut costs and boost ad campaign efficiency.

TTD's JBP Momentum Hits Record High: Unlocking Durable Growth Ahead?

The Trade Desk's record-high JBPs and rapid adoption of Kokai and OpenPath highlight its expanding role in ad tech growth.

The Trade Desk vs. Magnite: Which Ad-Tech Stock is the Better Buy Now?

TTD expands with Kokai and CTV gains, but MGNI's partnerships, AI tools, and stock surge make the ad-tech battle tighter.

Magnite (MGNI) Upgraded to Buy: What Does It Mean for the Stock?

Magnite (MGNI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Will Live Sports Be the Next Revenue Driver for TTD's CTV Business?

Live sports streaming is becoming integral to The Trade Desk's CTV push, offering advertisers precision targeting during peak moments.

Can TTD's Strategies & Innovations Shield Stock in an Uncertain Market?

The Trade Desk drives growth with AI, key partnerships and new tools like OpenSincera and Deal Desk, targeting resilient ad performance amid volatility.

AppLovin's International Expansion Poised to Supercharge Growth

APP is rolling out its AXON platform globally, targeting Europe and Asia to drive growth beyond its U.S. base.

Magnite (MGNI) announced on Tuesday that it has filed a lawsuit against Alphabet’s (GOOG/GOOGL) Google in the U.S. District Court for the Eastern District of Virginia, seeking damages tied to antitrust violations.&nbsp;<a href="https://stocktwits.com/symbol/MGNI">Magnite’ stock</a> rose more than 1% in pre-market trade on Tuesday. On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory over the past day. Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/GOOG">Alphabet’s stock</a> edged 0.46% higher but retail sentiment continued to trend in ‘bearish’ territory even as chatter rose to ‘high’ from ‘normal’ levels.&nbsp;One of the largest independent sell-side advertising platforms alleges that Google’s practices locked publishers into its systems and steered business to its own exchange, harming rivals and stifling innovation.&nbsp;“Google did not earn its privileged position in the ad tech ecosystem through innovation or competition on the merits. Instead, it first bought its way to dominance,” the lawsuit said.&nbsp;The move follows an April 2025 federal ruling that found Google “willfully engaged in a series of anticompetitive acts” to maintain monopoly power in ad exchange and ad server markets.&nbsp;Magnite CEO Michael Barrett said the company was built to help publishers improve ad revenue through technology and transparency, but argued that Google’s self-preferencing practices made that mission harder to achieve. He added that Magnite hopes the legal action will help restore competition and innovation across the digital ad ecosystem.Magnite had previously signaled potential action. On its second-quarter (Q2) earnings call, Barrett told investors the company was “looking at” litigation and saw “a lot of merit there.”The lawsuit follows similar actions by publishers and rivals. Gannett filed a complaint in 2023, and in August, supply-side platform OpenX&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.openx.com/news/openx-accuses-google-of-rigging-ad-auctions-in-new-antitrust-lawsuit/">sued</a> Google in federal court, accusing it of abusing its dominance through a decade-long pattern of self-preferencing.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-ethereum-trade-cautiously-ahead-of-fed-meeting-congress-to-weigh-btc-reserve/chwyiE1RdzT">Bitcoin, Ethereum Trade Cautiously Ahead Of Fed Meeting – Congress To Weigh BTC Reserve</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Google brand logo (logo, symbol, emblem) can be seen at the company's stand at the IAA Mobility (International Motor Show) in a hall at Messe München (Bavaria, Germany) on September 12, 2025.

Magnite Files Antitrust Suit Against Google Over Ad Market Monopoly

Magnite has alleged Google’s practices locked publishers into its systems and steered business to its own exchange, harming rivals and stifling innovation. 

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Is the Options Market Predicting a Spike in Magnite Stock?

Investors need to pay close attention to MGNI stock based on the movements in the options market lately.

Magnite, Inc. provides a technology solution to automate the purchase and sale of digital advertising inventory for buyers and sellers. It features applications and services for digital advertising sellers including websites, mobile applications, and other digital media properties. The company was founded by Frank Addante, Duc Chau, Craig Roah, Julie Mattern and Brian D. Baumgart on April 20, 2007 and is headquartered in New York, NY.

Magnite Inc

Will JP Morgan Chase ($JPM) beat quarterly earnings?  
 
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JPMorgan Chase & Co

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Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '25	$0.19	--	--	N/A
Q2 '25	$0.17	$0.20	20.19%	BEAT
Q1 '25	$0.07	$0.12	81.13%	BEAT
Q4 '24	$0.36	$0.34	-6.20%	MISSED
Q3 '24	$0.16	$0.17	5.08%	BEAT

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