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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel ($INTC) is trending following news of a significant investment from Nvidia ($NVDA), sparking discussions about the future of domestic chip manufacturing and potential partnerships with other major tech players like Tesla and Apple. The community is buzzing with speculation about Intel's potential resurgence and what this means for competitors like AMD. Some investors are expressing caution, citing concerns about Intel's historical performance and potential dilution, while others are optimistic about a long-term turnaround.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is trending as the stock price continues to fall despite positive earnings and guidance, sparking discussions about potential market manipulation and the CEO's silence. The community is debating whether it's an oversold opportunity or a value trap, with some pointing to strong fundamentals and a potential bounce, while others express concerns about competition and slowing growth. Recent news of Amazon partnering with Netflix on ads has added to the negative sentiment surrounding the stock.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending amid speculation about Panasonic's new battery technology and potential partnerships with Tesla, sparking significant community discussion. Bullish investors believe a major announcement is imminent, while others remain cautious about the company's commercialization timeline. The stock's volatile price action is also fueling conversations around potential short squeezes.

Brera Holdings Plc engages in the business of football division progression, global football player transfer service, sponsorship services, football school services, and consulting services on football projects. The company was founded on June 30, 2022 and is headquartered in Dublin, Ireland.

Brera Holdings PLC - Ordinary Shares - Class B

Brera Holdings PLC

BREA is trending due to a planned rebrand to Solmate, a Solana-backed digital asset treasury, fueled by a recently secured $300M private placement and ARK Invest involvement. Community members are weighing the long-term potential against short-term volatility, drawing comparisons to other crypto treasury plays like QMMM. Discussion centers on whether it can sustain its gains and reach new highs, particularly in after-hours trading.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co.

Disney is trending amid discussions about the cancellation of Jimmy Kimmel's show and its potential implications for free speech and political influence, sparking calls for boycotts from various groups. Community viewpoints are divided, with some praising the decision and others condemning it as a capitulation to political pressure. The situation is drawing broader context to Disney's handling of controversial content and its position in the culture wars.

FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Freight, Corporate, Other, and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.

Fedex Corp

FedEx is trending due to its recent earnings report, which initially sparked a positive after-hours reaction before concerns about forward guidance and the impact of tariffs led to a sell-off. Community discussion revolves around the company's ability to navigate trade uncertainties and potential cost-cutting measures, with some highlighting the long-term strength of the brand despite short-term volatility.

Oscar Health, Inc. is a health insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health is trending as the stock bounces off a key Fibonacci level, leading to community excitement and discussions about potential upside. The company's recent offering of convertible notes to raise capital for AI and strategic initiatives has sparked debate, with some seeing it as a positive move for growth and others expressing concerns about potential dilution. Positive sentiment is building around potential ACA extensions and the company's long-term prospects.

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 Health is trending as traders debate whether a recent dip represents a buying opportunity or signals deeper problems amid news of an FDA warning letter regarding allegedly misleading claims. The community is closely watching key support levels and speculating on potential short squeezes, with some expressing long-term confidence in the company's growth prospects despite regulatory scrutiny. Discussions also include analysis of technical indicators, options activity, and potential price targets, reflecting a mix of bullish and bearish sentiment.

Intellia Therapeutics, Inc. is a clinical stage genome editing company, which engages in the development of curative therapeutics using the CRISPR/Cas9 system. Its CRISPR/Cas9 system transforms medicine by both producing therapeutics that permanently edit and/or correct disease-associated genes in the human body with a single treatment course, and creates engineered cells that can treat oncological and immunological diseases. The company was founded by Andrew May, Luciano Marraffini, Rodolphe Barrangou, Nessan Bermingham, Rachel Haurwitz, Erik Sontheimer, Jennifer Doudna, and Derrick Rossi in May 2014 and is headquartered in Cambridge, MA.

Intellia Therapeutics Inc

NTLA is trending following positive data from its HAE trial, specifically the three-year data from the Phase 1 study of Lonvo-z. The community is discussing the potential for a short squeeze given the high short interest and positive momentum in the gene editing sector, with some anticipating further gains and long-term growth potential for Intellia.

Charter Communications, Inc. engages in providing broadband communications services. Its services include Spectrum TV, Spectrum Internet, and Spectrum Voice. It offers business-to-business Internet access, data networking, business telephone, video and music entertainment services, and wireless backhaul. Its advertising sales division, Spectrum Reach, offers local, regional, and national businesses the opportunity to advertise in individual and multiple service areas on cable television networks and advanced advertising platforms. The company was founded in 1993 and is headquartered in Stamford, CT.

Charter Communications Inc. - Ordinary Shares - Class A

Charter Communications is trending due to a mix of factors, including analyst upgrades citing improving financials and potential for free cash flow growth. The community is discussing the stock's oversold conditions, potential for a short squeeze, and strategic moves like buybacks and debt repayment. However, concerns persist around broadband subscriber losses and competition from wireless and fiber providers.

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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.

The Trade Desk Declines 28% in 3 Months: How to Play the Stock Now?

TTD has slid 28% in three months as macro headwinds and rising competition weigh on investor sentiment.

PubMatic Inc. (PUBM) has reportedly sued Alphabet Inc.’s (GOOG) (GOOGL) Google in a federal court in Virginia over allegations of monopoly violations in the advertising technology field.According to a Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-08/google-sued-over-monopoly-violations-by-advertising-exchange">report</a>, PubMatic CEO Rajeev Goel stated that a prior federal judge's ruling in April, which determined that Google had illegally monopolized the advertising services market, was “meaningful but not complete.”<a href="https://stocktwits.com/symbol/GOOGL">Google’s shares</a> were up 0.4% in Monday’s opening trade, while&nbsp;<a href="https://stocktwits.com/symbol/PUBM">PubMatic’s shares</a> gained 0.6%. Retail sentiment on Stocktwits around Google trended in the ‘extremely bullish’ territory, while users were ‘bearish’ about PubMatic.“It felt like for many years no matter how well we innovated there was a barrier holding us back. That barrier wasn’t the limits of our technology. It was Google’s illegal monopoly. Every time we adapted or innovated, Google found new ways to stack the deck,” Goel said in an interview, according to the report.In April, Judge Leonie Brinkema&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-has-illegal-online-advertising-tech-monopoly/chQEvQQRbfo">observed</a> that Google had broken the law to dominate the online advertising technology space. A part of Google’s advertising business is aided by the acquisition of DoubleClick for $3.1 billion in 2008. The antitrust lawsuit was brought by the U.S. Department of Justice in 2023, which sought to break up Google’s advertising business, or at least force it to divest Google Ad Manager.On Friday, the European Union&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-to-be-hit-with-eu-antitrust-fine-over-adtech-practices-on-friday-report/chwIik5RdqB">hit</a> Google with a $3.27 billion antitrust fine over its advertising tech practices in the region.“Today’s decision shows that Google abused its dominant position in adtech, harming publishers, advertisers, and consumers. This behaviour is illegal under EU antitrust rules. Google must now come forward with a serious remedy to address its conflicts of interest, and if it fails to do so, we will not hesitate to impose strong remedies,” said Teresa Ribera, European Commission’s Executive Vice-President for Clean, Just and Competitive Transition.<a href="https://stocktwits.com/symbol/GOOGL">GOOGL stock</a> is up 25% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/PUBM">PUBM stock</a> is down 43%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-asts-stock-falling-today-after-spacex-echostar-deal/chwWyHXRdr3">Why Is ASTS Stock Falling Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Google LLC, a subsidiary of Alphabet Inc. (NASDAQ: GOOGL), with the word Alphabet visible in the background.

Google Hit By Lawsuit For Alleged Monopoly Violations In Advertising Technology: Report

According to a Bloomberg report, PubMatic CEO Rajeev Goel stated that a prior federal judge's ruling in April, which determined that Google had illegally monopolized the advertising services market, was “meaningful but not complete.”

Equity

Can The Trade Desk's CTV Momentum Fend Off Rising Competition?

TTD's CTV momentum, fueled by Kokai adoption and live sports targeting, faces stiff competition from rivals like Magnite and PubMatic.

PubMatic, Inc. (PUBM) Surpasses Q2 Earnings and Revenue Estimates

PubMatic (PUBM) delivered earnings and revenue surprises of +150.00% and +5.18%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

Definitive Healthcare Corp. (DH) Q2 Earnings and Revenues Top Estimates

Definitive Healthcare (DH) delivered earnings and revenue surprises of +40.00% and +2.63%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

Dayforce (DAY) Q2 Earnings and Revenues Beat Estimates

Dayforce (DAY) delivered earnings and revenue surprises of +17.31% and +1.41%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

Can Retail Media be the Next Major Growth Driver for TTD After CTV?

The Trade Desk bets on retail media as its next growth engine, building on CTV success and deepening ties with major retailers.

Can Trade Desk Sustain Double-Digit Revenue Growth Amid Headwinds?

TTD expects Q2 revenues to rise 17% YoY, with AI adoption and CTV gains offsetting macro headwinds and rising costs.


AppLovin's Premium Valuation Rests on Margin Strength and AXON Scale

APP's 34X forward P/E may look steep, but strong margins and AXON's ad spend scale help justify the premium.

PubMatic, Inc. engages in the provision of specialized cloud infrastructure platform for advertising transactions. Its technology and infrastructure caters both Internet content creators and advertisers. It operates through the following geographical segments: United States, EMEA, APAC, and Rest of the World. The company was founded by Anand Das, Rajeev Kumar Goel, Amar Goel, and Mukul Kumar in 2006 and is headquartered in Redwood City, CA.

PubMatic Inc - Ordinary Shares - Class A

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Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '25	-$0.21	--	--	N/A
Q2 '25	-$0.16	-$0.11	30.43%	BEAT
Q1 '25	-$0.21	-$0.20	5.51%	BEAT
Q4 '24	$0.23	$0.26	11.05%	BEAT
Q3 '24	-$0.06	-$0.02	68.42%	BEAT

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