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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 & Hers is trending intensely as a recent partnership with Novo Nordisk has resolved a major legal overhang, igniting a fervent community belief in an impending short squeeze due to high short interest and the perceived destruction of the bear thesis in the GLP-1 market.

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 reporting strong earnings, driven by explosive AI-driven cloud infrastructure growth and a massive increase in remaining performance obligations, which has ignited a fierce debate among investors eager to capitalize on the stock's AI transformation while others anticipate profit-taking and a potential fade.

The Campbell's Co. engages in the business of manufacturing and marketing food and beverage products. It operates under the Meals and Beverages, and Snacks segments. The Meals and Beverages segment includes soup, meals, and beverage products in retail and foodservice. The Snacks segment offers cookies, crackers, bakery, and frozen products. The company was founded by Joseph Campbell and Abraham Anderson in 1869 and is headquartered in Camden, NJ.

Campbells Co (The)

Campbell Soup Co.

Campbell Soup Co. is trending after reporting a disappointing Q2, missing earnings and revenue estimates, and subsequently lowering its full-year profit and organic sales outlook primarily due to weaker snack performance. This has ignited community debate, with many expressing deep concern about the company's trajectory and broader sector headwinds, while others are bottom-fishing at multi-decade lows, citing strong brands like Rao's and potential tariff relief as long-term tailwinds.

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 trending after reporting a strong Q4 and full-year earnings beat, highlighting significant growth in its AI rack integration business and securing a two-year extension with its largest customer, Dell. The community is actively discussing TSSI's crucial role in the booming AI infrastructure buildout, driven by Dell's escalating AI server backlog, with many anticipating substantial price appreciation and a potential short squeeze.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital (NUAI) is trending on widespread anticipation of a significant hyperscaler tenant announcement for its Texas Critical Data Centers campus, strategically located for AI workloads requiring substantial and reliable behind-the-meter power. The community actively discusses the delayed tenant reveal, recent land acquisition, and a 450 MW generation plan, while also navigating a selling stockholder offering amidst strong short interest.

Domo, Inc. designs, develops, and markets executive management software solutions. It offers customized software tools for business operations, customer relationship management, human resources, and financial reporting. The company was founded by Joshua G. James in September 2010 and is headquartered in American Fork, UT.

Domo Inc. - Ordinary Shares - Class B

Domo Inc.

Domo Inc. is trending following better-than-expected earnings, marked by improved cash generation and profitability, alongside news of the company actively exploring strategic alternatives. This has sparked a lively debate among traders, with many anticipating further upside from potential M&A or renewed interest in AI data analytics, while others remain wary of the company's historical volatility and debt.

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 as its new SiC power solutions, critical for advancing AI data center efficiency and high-power applications, are generating significant community buzz. Investors are closely watching for potential partnership announcements, particularly in connection with major AI players, despite discussions around its current revenue figures and high short interest.

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

Serve Robotics is actively discussed after its Q4 earnings highlighted strong revenue growth and increased 2026 guidance, alongside expanding autonomous delivery with White Castle on Uber Eats and a strategic healthcare robotics acquisition. This confluence of developments is driving community debate on its significant valuation against its long-term potential in the burgeoning physical AI sector.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Historic proposed oil reserve releases by the IEA and rising U.S. inventories are clashing with ongoing geopolitical tensions and reports of potential mining in the Strait of Hormuz, creating intense volatility and sharply dividing the community on the future direction of oil prices.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending as its CEO converted a significant amount of company debt to equity at a substantial premium, bolstering the balance sheet and signaling strong confidence. This is compounded by its new 1 million square foot factory, U.S. Army qualification, and an $11.5 million defense contract, which solidify its critical role in advanced manufacturing for aerospace and defense.

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Meta rolls out in-house AI chips weeks after massive Nvidia, AMD deals

Meta's latest generations of its MTIA series of in-house chips for artificial intelligence will help support the company's massive data center expansion plans...

Wall Street Analysts See Nvidia (NVDA) as a Buy: Should You Invest?

The average brokerage recommendation (ABR) for Nvidia (NVDA) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Stock Market News for Mar 11, 2026

U.S. stocks ended mostly lower on Tuesday in a volatile trading session, with the S&P 500 giving up most of the gains to slip into negative territory, while investors closely monitored the Iran war.

Nvidia plows $2 billion into an AI cloud company and the stock pops 10%

Nebius will use the investment to deploy more than 5 gigawatts of Nvidia systems by the end of 2030, the companies said...

Palantir, Nvidia, Oracle, Microsoft, Alphabet, IBM Listed As Iran's New 'Targets' Amid Middle East Conflict

Iran's IRGC-linked Tasnim news agency listed Google, Microsoft, Palantir, IBM, Nvidia, and Oracle offices as war targets on March 11 as conflict enters its 12th day. Here's what traders need to...

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...

TSM Soars 34% in Six Months: Is the Stock Still Worth Buying?

Taiwan Semiconductor surges 34% in six months as AI chip demand fuels record revenues and profits, with advanced nodes driving growth and 2026 sales seen rising about 30%.

<ul><li>The companies intend to create large-scale AI “factories” capable of training and deploying sophisticated models.</li><li>Nvidia will help Nebius with system design and technical guidance to optimize data center architecture and operational efficiency.</li><li>Nebius plans to integrate upcoming Nvidia technologies into its cloud platform.</li></ul>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.<h2 class="st-heading-2">Investment Targets Expanding AI Cloud Capacity</h2>The partnership centers on developing next-generation AI cloud environments capable of handling increasingly complex computing tasks. By combining Nvidia’s computing technologies with Nebius’s cloud infrastructure capabilities, the companies intend to create large-scale AI “factories” capable of training and deploying sophisticated models.<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;On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">Collaboration Across The AI Technology Stack</h2>The companies will cooperate across multiple layers of the AI ecosystem. Nvidia will work with Nebius on system design, offering engineering resources and technical guidance to optimize data center architecture and operational efficiency.<blockquote>“Nebius has been built for AI since day one — not adapted from a general-purpose cloud, but designed for what developers actually need.”-Arkady Volozh, CEO, Nebius</blockquote>The initiative will also focus on building a strong inference platform. Nebius plans to incorporate upcoming Nvidia technologies into its cloud platform, including the Rubin computing architecture, Vera central processing units and BlueField data processing units.&nbsp;NBIS stock has gained over 323% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tssi-stock-surge-pre-market-q4-profit-margin-jums-ai-demand/cZdAyQLRIJZ">TSSI Stock Just Shot Up 17% Today – Q4 Profit Margin Jumps 57% On AI Infra Demand</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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.

Equity

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...

Here are Wednesday's biggest analyst calls: Nvidia, Netflix, Tesla, Oracle, Nike, Mattel, Planet Fitness & more

Here are the biggest calls on Wall Street on Wednesday...

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.

Iran / Geopolitical tensions

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NVIDIA announces a significant $2 billion investment in Nebius Group, forming a strategic partnership to develop and deploy hyperscale AI cloud infrastructure with over 5 gigawatts of capacity by 2030.

Anticipation builds for the upcoming GTC conference next week, where NVIDIA is expected to unveil new advancements in AI infrastructure and potentially new product partnerships.

Rising WTI crude oil prices and escalating geopolitical tensions in the Middle East, particularly around Iran, are influencing market sentiment and observed as an inverse variable for performance.

Traders are eagerly watching for a breakout above $187.50 to $190, with many expecting a significant upward move to higher price targets in the near term.

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