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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs stronger-than-expected quarterly results and upbeat next-quarter outlook, powered by surging data-center demand, drove a sharp rally and renewed optimism about the AI trade. Traders celebrated the growth and contrasted AMDs performance with Intels weakness, while others cautioned about valuation, cash-flow and margin concerns, and the risk of a sell-the-news pullback.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

A strong quarterly earnings beat and raised revenue outlook, supported by AI-server demand, are driving attention. Bulls see the shares as undervalued, while skeptics cite compressed margins, cash-flow and inventory concerns, and lingering doubts about managementfueling frustration over the stocks muted, volatile reaction.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Midterm-election uncertainty is driving attention, with traders debating whether expected Democratic gains could weaken Trumps political position and weigh on DJT, while supporters anticipate a Republican red wave and a rally. The discussion is sharply divided, and some traders describe the stocks rise as election-related speculation or short covering rather than a change in the companys fundamentals.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include core, cognitive adjacencies, and cognitive networks. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Aristas quarterly results beat expectations and its forward revenue guidance came in well above consensus, driving a sharp post-earnings rally as traders highlighted AI-networking demand. Many welcomed the strong report, while others cautioned that the volatile move could face profit-taking or a sell-the-news reversal.

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

AMDs earnings beat and upbeat outlook are driving discussion, with traders viewing its AI and data-center growth as evidence of resilient demand that could support Nvidia and the broader chip sector. Bulls see potential for a semiconductor rebound, while skeptics point to Nvidias choppy trading and lingering concerns about AI spending, financing and valuations.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs strong quarterly results and upbeat guidance are driving attention, but the stocks weak post-earnings reaction has sparked debate over whether growth is already priced in. Bulls point to AI infrastructure demand and buy-the-dip potential, while bears cite the premium valuation and sell-the-news risk.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Apples warning that memory costs are expected to keep rising has renewed attention on Microns pricing power and the AI-driven memory shortage. Bulls see the comments and strong AMD results as support for semiconductor demand, while skeptics focus on MUs sharp, repeated selloffs and the risk that memory pricing or AI demand could turn.

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 drew attention with quarterly results ahead of expectations and a stronger outlook, alongside its NVIDIA collaboration on an 800V AI data-center power board. Bulls see the results and AI-power opportunity as evidence of a growth pivot, while skeptics argue that design work has yet to translate into meaningful customer orders and revenue.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digitals sharp rebound alongside other AI-infrastructure and mining stocks has traders debating whether it reflects a sector recovery and short covering or only a temporary bounce. Bulls point to analyst views that the shares are undervalued and the companys AI data-center leases, while bears remain focused on the quarterly revenue miss and execution risks.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ousters third-quarter results beat expectations and its fourth-quarter revenue outlook was broadly in line with estimates, prompting praise for growth and execution. Traders remain divided, with optimism about accelerating demand countered by concerns over continued losses, cash burn, and volatile price action.

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CRML Stock Set To Snap Six-Session Losing Streak After Critical Metals Secures Tanbreez Approval – CRML Bulls Eye 175% Upside

Equity

Greenland approved the Mining Plan and Closure Plan for its Tanbreez rare-earth project till 2050.


USAR Stock Tumbles 7% Overnight On Q2 Revenue Miss: Why Are Retail Traders Loading Up On It? 

 Despite USA Rare Earth’s second-quarter revenue miss, strong cash reserves, government funding, and expansion plans stoked optimism. 

Sprott Funds Trust. - Sprott Rare Earths Ex-China ETF

Neutral Sentiment

<ul class="summary-bullets"><li>The permit includes 19 critical elements, including dysprosium, terbium and yttrium.</li><li>The company still needs activity-specific operating permits before it can begin construction.</li><li>The development comes shortly after the U.S., Denmark and Greenland signed a new Arctic security agreement.</li></ul>Shares of Critical Metals (CRML) jumped more than 10% on Monday before shedding most of the gains, after Greenland approved the Mining Plan and Closure Plan for its Tanbreez rare-earth project, marking a major milestone as the U.S. looks to build alternative critical-mineral supply chains and reduce its reliance on China.At the time of writing, <a class="mention" data-mention="$CRML" data-symbol-id="CRML" href="https://stocktwits.com/symbol/CRML" target="_blank">CRML shares</a> were up 4% and on track for their first gain in seven sessions, snapping a six-day selloff.<h2 class="st-heading-2">Approval Runs Through 2050</h2>Greenland’s approvals run through September 2050 and cover 19 critical elements, including dysprosium, terbium and yttrium, as well as magnet metals neodymium and praseodymium. However, the company still needs activity-specific operating permits before it can begin construction.Independent director Michael Hanson said the approvals help de-risk Tanbreez.“It gives investors and potential financing partners greater clarity on the path to development of one of the most significant rare earth projects outside of established supply chains,” Hanson said.<h2 class="st-heading-2">Why Greenland And Tanbreez Matter To The US</h2>The development comes shortly after the U.S., Denmark and Greenland signed a new Arctic security agreement that allows Washington to expand operations at Pituffik Space Base and establish additional defense areas. The agreement is expected to counter growing Russian and Chinese influence in the region.It also comes as the U.S. seeks to build alternative supply chains for rare earths and reduce its dependence on China, which reportedly controls more than 85% of global rare-earth refining and processing.U.S. President Donald Trump had previously pushed to acquire Greenland, arguing that the island was strategically important for U.S. national security. Greenland’s location between North America and Europe also makes it important for Arctic defense and shipping routes.The Tanbreez project adds another layer to that importance. Its heavy rare earths are used in high-temperature permanent magnets for electric vehicles, wind turbines, aerospace, and defense systems.<h2 class="st-heading-2">CRML Bulls Eye $20</h2>Retail sentiment surrounding CRML on Stocktwits remained in the ‘bearish’ zone over the past 24 hours. However, chatter was more positive.<img src="https://news.stocktwits-cdn.com/CRML_1_08e5ad7274.png" alt="CRML (1).png">One user expects the stock to climb to $20 in three to six months. This represents a 175% upside from current levels.<stembedurl>https://stocktwits.com/LadsAndGents/message/665749108</stembedurl>The stock has declined around 10% so far this year.Also read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rezolute-gets-fda-nod-for-pre-bla-meeting-despite-phase-3-miss-retail-expects-huge-rerating/cZDpxXRRBjG">Rezolute Gets FDA Nod For Pre-BLA Meeting Despite Phase 3 Miss — Retail Expects ‘Huge Rerating’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, the Critical Metals Corp. logo is seen displayed on a smartphone screen

- The permit includes 19 critical elements, including dysprosium, terbium and yttrium.

Current Price	$12.64
Prev Close	$12.86
Open	$12.87
Dividend Yield	N/A
50-Day Moving Average	$15.67
Beta	N/A
Avg. Volume	149,764.74
PE Ratio	N/A

52-Week High	$25.39
52-Week Low	$12.26
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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