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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is surging after delivering a robust earnings beat, significantly raising its fiscal 2027 revenue guidance, and reporting record remaining performance obligations driven by accelerating AI cloud demand. The community is actively discussing Oracle's solidified position as a major AI infrastructure provider, with bullish sentiment prevailing despite some calls for caution regarding potential pullbacks.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is seeing active debate and high options volatility, with bulls pointing to a significant jump in China-made EV sales and a new coalition with Google to enhance grid capacity, while bears emphasize executive departures and ongoing market manipulation concerns.

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. 

Nebius Group is trending as NVIDIA confirms a $2 billion strategic investment to scale its AI cloud infrastructure, further bolstered by approval for a massive 1.2 GW AI factory and growing customer demand exemplified by upfront payments for capacity. The community views these developments as strong validation, solidifying NBIS's leadership in the rapidly expanding AI data center sector.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Round Rock, TX.

TSS Inc

TSS Inc. is surging following exceptional Q4 earnings that significantly beat expectations, driven by strong AI rack integration demand and an extended multi-year agreement with its largest customer. The community is actively discussing the potential for a massive short squeeze as the company projects doubling its AI integration volumes amid the broader data center buildout.

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 with high anticipation for its upcoming earnings report, as its recent AIUC-1 certification highlights its role in secure enterprise AI agent orchestration, driving polarized community discussion and short-squeeze speculation around its valuation and position in the Agentic AI landscape.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending as investors digest mixed earnings and its CEO's upcoming retirement, while the imminent departure of a key FDA official sparks widespread optimism for gene therapy regulatory pathways, with the community keenly focused on crucial upcoming data for its DM1 and FSHD programs.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending following multiple analyst price target increases and robust clinical data from its Investor Day, highlighting strong Phase 2 results in axial spondyloarthritis and promising long-term Phase 3 data in hidradenitis suppurativa. The community is vigorously discussing the stock's significant undervaluation and alleged market manipulation, despite the positive readouts and progress towards regulatory submission.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending following a flurry of strategic partnerships, including deploying Amazon's Zoox robotaxis and Joby's air taxis, alongside investments in autonomous vehicle infrastructure and the acquisition of SpotHero. The community is buzzing about Uber's aggressive expansion into a comprehensive mobility ecosystem through these collaborations, though some express frustration over the stock's recent performance despite the positive long-term vision.

AeroVironment, Inc. engages in the design, development, and production of multi-domain robotic systems and related services for government agencies and businesses. It operates through the following business segments: UnCrewed Systems, Loitering Munitions Systems, and MacCready Work. The UnCrewed Systems segment focuses primarily on small UAS products designed to operate reliably at lower altitudes in a wide range of environmental conditions. The Loitering Munitions Systems segment focuses primarily on tube-launched aircraft that deploy with the push of a button, fly at higher speeds than small UAS products, and perform either effects delivery or reconnaissance missions, and related support services including training, spare parts, product repair, and product replacement. The MacCready Works segment focuses on customer-funded research and development in the areas of HAPS, robotics, sensors, software analytics, data intelligence, and connectivity. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment's recent earnings miss and lowered guidance, specifically impacted by the US Space Force terminating the SCAR contract, are driving current conversations; however, many investors believe the market has disproportionately reacted, highlighting strong demand for defense drones amid global tensions and ongoing efforts to secure the SCAR program.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is experiencing intense volatility, influenced by conflicting reports regarding the Iran conflict and news of a proposed record global oil reserve release aimed at stabilizing crude prices. Oracle's strong earnings are also contributing, fueling a community divide between those anticipating new highs and others concerned about market "manipulation".

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AMD CEO Heads To South Korea To Secure AI Chips, Challenge Nvidia

AMD CEO Lisa Su heads to South Korea to meet Samsung and Naver leaders to secure AI memory chips and challenge Nvidia.read more...

NVIDIA Corp. (NVDA) announced on Wednesday that it has entered into a partnership with Nebius Group N.V. (NBIS) to build advanced hyperscale cloud infrastructure designed for artificial intelligence workloads.&nbsp;As part of the agreement, Nvidia plans to invest $2 billion in Nebius, boosting the company’s technical capabilities and AI-focused cloud platform.<blockquote>“Nebius is building an AI cloud designed for the agentic era, fully integrated from silicon to software and powered by NVIDIA’s next-generation accelerated compute.”-Jensen Huang, Founder and CEO, NVIDIA</blockquote>Following the update,&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> traded over 8% higher in Wednesday’s premarket.&nbsp;Get updates to this developing story directly on Stocktwits.

In this photo illustration, the Nebius Group logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

NBIS Stock Rockets 10% Today – What’s The $2B Nvidia Connection?

Nvidia has announced a partnership with Nebius that will help boost the company’s technical capabilities and its AI-focused cloud platform.

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Nvidia has announced a partnership with Nebius that will help boost the company’s technical capabilities and its AI-focused cloud platform.


Nebius stock pops 10% on Nvidia $2 billion investment announcement

Nebius stock pops 10% on Nvidia $2 billion investment announcement...

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The Zacks Analyst Blog  Analog Devices, NXP, Taiwan and NVIDIA 

Global semiconductor sales jumped 46% year over year in January amid the AI boom, highlighting strong growth potential for chip leader NVIDIA.

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100,000 Shares in NVIDIA Corporation $NVDA Bought by Headwater Capital Co Ltd

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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.

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NVIDIA's $2 billion investment in Nebius Group fuels the development of hyperscale AI cloud infrastructure, with plans to deploy over 5 gigawatts of computing capacity by 2030 for advanced AI applications.

Strong Oracle earnings, driven by surging OCI demand for AI, reinforces robust cloud infrastructure expansion and signals continued demand for NVIDIA's powerful hardware.

High anticipation builds for NVIDIA's upcoming GPU Technology Conference, where new AI hardware, inference chips, and infrastructure advancements are expected to be unveiled.

Traders are keenly watching NVIDIA's price action, with many eyes on the $185 resistance level as a potential launchpad towards the psychological $200 mark.

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