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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 as it pushes toward a $5T market cap, fueled by enthusiasm around AI and recent news, including potential China deals and partnerships. The community is buzzing about the stock hitting all-time highs and debating whether it's in a bubble, with some highlighting the company's dominance in the AI liquidity supercycle while others express concern about exuberance.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is surging due to a newly announced partnership with OpenAI, which will integrate the payment platform into ChatGPT, sparking excitement about AI-driven commerce. Community members are also encouraged by positive earnings and the initiation of a dividend, seeing this as a catalyst for renewed growth and a higher stock price. Discussions highlight the potential for PayPal to capitalize on the growing adoption of AI in the financial technology sector.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is trending after a strong earnings report and raised guidance, though the stock experienced a dip, typical post-earnings. The community is actively discussing potential catalysts like upcoming rate cuts and S&P inclusion, with some speculating about a possible buyout. Despite the volatility, many investors express long-term confidence in SoFi's growth.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is trending as investors discuss whether the stock has finally bottomed out after recent earnings, despite a revenue beat, with concern around Q4 guidance and the sunset of tax credits driving community sentiment; some are hopeful for a rebound, while others express frustration with the stock's performance relative to its peers in the solar sector.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia ($NOK) is trending following news of a significant investment from Nvidia ($NVDA) to advance AI-driven telecom infrastructure, causing the stock to jump. The community is buzzing with excitement, discussing the potential impact on 5G/6G technology and whether this partnership will mark Nokia's true AI era. Some traders are taking profits, while others are holding, anticipating further gains as Nokia strengthens its position in the AI-telecom landscape.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

GRRR is trending amid discussions of a potential short squeeze and increased buyback program, with community members debating its legitimacy and future prospects. Some investors express frustration with the stock's sideways movement despite positive news and contracts, while others remain optimistic, citing the company's cash position and potential for growth in the AI sector. The stock's low float and upcoming earnings are also key points of discussion.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy ($MSTR) is trending downwards, sparking concerns about its correlation with Bitcoin's performance and anxieties around upcoming earnings.  Community sentiment is largely bearish, with discussions focused on dilution, potential price targets, and disappointment in Saylor's leadership. Some traders are considering short positions or shifting investments to other crypto-related assets.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy (BE) is trending due to a newly announced $5 billion partnership with Brookfield Asset Management to power AI data centers, leading to a significant pre-market surge. The community is buzzing about the company's potential to capitalize on the increasing energy demands of AI and its deployment of fuel cell technology, while some express concerns about valuation and potential retracement. This news is seen as validation for the company's role in AI infrastructure.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid is trending as investors discuss the start of Gravity SUV deliveries in Canada and a recent award for the Lucid Air Sapphire. Despite positive milestones, the community remains concerned about dilution, production targets, and the company's cash burn. Discussions also include potential partnerships and overall sentiment regarding the EV sector.

Aurora Innovation, Inc. engages in the design and development of automobile hardware, software, and provision of data services. It offers the Aurora Driver which allows a vehicle to drive itself. The company was founded by Christopher Urmson, Sterling Anderson and James Andrew Bagnell in 2017 and is headquartered in Pittsburgh, PA.

Aurora Innovation Inc - Ordinary Shares - Class A

AUR is trending as investors anticipate potential catalysts from upcoming earnings, with significant discussion around a possible partnership with OpenAI and the company's relationship with NVIDIA. Community members are actively trading options and calls, while also debating the company's long-term prospects in the autonomous trucking sector amid competition. Partnerships with FedEx, Uber, Toyota, and Volvo are also seen as potential assets for Aurora.

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Analysts Estimate Portillo's Inc. (PTLO) to Report a Decline in Earnings: What to Look Out for

Portillo's Inc. (PTLO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

In this photo illustration, Portillo's Restaurant Group Inc. logo is seen on a smartphone screen and in the background.

Portillo’s Stock Slides 5% After Slashing 2025 Growth Outlook, Same-Store Sales Forecast

Portillo’s expects to open only eight new units this year, compared to the 12 openings it had estimated earlier.

Equity

Portillo's Inc. (PTLO) Meets Q2 Earnings Estimates

Portillo's Inc. (PTLO) delivered earnings and revenue surprises of 0.00% and -3.50%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

McDonald's (MCD) Reports Next Week: Wall Street Expects Earnings Growth

McDonald's (MCD) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Portillo's Inc. (PTLO) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Portillo's Inc. (PTLO) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Will Portillo's Inc. (PTLO) Beat Estimates Again in Its Next Earnings Report?

Portillo's Inc. (PTLO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Chipotle Q2 Earnings Top, Revenues Lag Estimates, Stock Down

CMG beats Q2 EPS estimates as new units and digital sales boost revenues. However, comps fall and outlook dims on weak demand.

Are Retail-Wholesale Stocks Lagging  Brinker International (EAT) This Year?

Here is how Brinker International (EAT) and Portillo's Inc. (PTLO) have performed compared to their sector so far this year.

Portillo's Growth Pipeline Looks Strong: Is Demand Keeping Pace?

PTLO's 12-store expansion aims high for 2025, but weak transactions and margin pressure test its growth strategy.

Shares of Portillo's Inc. ($PTLO) soared more than 7% on Monday, rising 0.7% in the after-hours session, after the restaurant company got an upgrade from analyst firm Stifel, lifting retail sentiment.Stifel analyst Chris O'Cull upgraded Portillo's to Buy from Hold with a price target of $16, raising it from $13, Fly.com reported.According to the analyst, the company has recently boosted efforts to combat weak traffic trends and shown intent to promote value more aggressively.Stifel has an optimistic view about the company’s new store performance and “the long runway for unit growth,” said the report.Stifel had downgraded shares of the company based on its assessment of the traffic performance and disappointing third-quarter performance. The company had posted $178.25 million in revenue in Q3, below the $182.07 million that Wall Street analysts expected, according to Stocktwits data.BofA analyst Sara Senatore also raised the firm's price target to $18 from $16 with a ‘Buy’ rating. According to Fly.com, the firm based its price target bump on new estimates for companies across its restaurant coverage in a Q4 results preview for the group. According to its Black Box industry data, same-store sales growth increased in November from October for all restaurant segments.Sentiment on Stocktwits improved to ‘bullish’ from ‘bearish’ a day ago. Message volumes moved to ‘high’ from ‘normal.<figure class="image"><img style="aspect-ratio:1286/296;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_01_28_at_7_02_17_AM_611533edf9.png" alt="Screenshot 2025-01-28 at 7.02.17 AM.png" width="1286" height="296"><figcaption>PTLO sentiment meter and message volumes on Jan 27 as of 8:41 pm ET</figcaption></figure>&nbsp;<stembedurl>https://stocktwits.com/AnonMav/message/601467890</stembedurl>Message volumes about Portillo’s stock jumped by 9,000% on Stocktwits on Monday.Wall Street analysts expect the company to post $0.05 in earning per share on revenue of $185.87 million for its fourth-quarter results.Portillo's stock reached a one-month high on Monday; the stock is up 42.39% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Portillo's Stock Surges On Analyst Upgrade, PT Bump: Retail's Excited

Sentiment on Stocktwits improved to ‘bullish’ from ‘bearish’ a day ago. Message volumes moved to ‘high’ from ‘normal.

Portillo's, Inc. serves street food through high-energy, multichannel restaurants designed to ignite the senses and create a memorable dining experience. The company was founded on June 8, 2021 and is headquartered in Oak Brook, IL.

Portillos Inc - Ordinary Shares - Class A

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