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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 facing significant volatility following a mixed quarterly earnings report where a surprise profit beat was overshadowed by a warning of substantial capital expenditure increases and delays for key robotaxi projects. Community sentiment is deeply fractured, with bulls emphasizing the long-term AI and robotics transformation while bears highlight concerns over shrinking margins, negative free cash flow, and the CEO's shifting timelines.

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

Super Micro Computer is seeing heavy volume and volatility as investors weigh lingering legal concerns against strong demand in the AI infrastructure sector, fueling intense community debate about whether this is a genuine recovery or a temporary rebound ahead of the next earnings report. Traders are closely tracking the stock's struggle to break key resistance levels while weighing potential impacts from the company's DOJ-related investigations and broader sector competition.

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 seeing heightened activity as investors anticipate its upcoming earnings report, with community sentiment heavily focused on potential production breakthroughs from the Eagle Line and speculation regarding new OEM partnerships. While some traders are positioning for a breakout driven by interest in solid-state battery applications for AI data centers and defense, others remain cautious, citing a history of volatility and ongoing concerns about revenue scale.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending as a major sell-off follows its latest earnings report, with the community sharply divided between those viewing the decline as a manipulative 'buy the dip' opportunity and those concerned about margin compression and perceived geopolitical headwinds. While the company beat earnings expectations and raised guidance, the broader software sector is facing increased volatility as investors debate whether AI adoption is a growth accelerator or a long-term threat to SaaS margins.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

American Airlines is seeing heavy volatility as investors weigh the impact of surging jet fuel costs on an already debt-laden balance sheet against ongoing rumors regarding potential M&A activity. The community is actively debating whether the carrier's future lies in a forced consolidation or a government rescue as macro-level fuel price pressures continue to squeeze profit margins across the 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 is trending due to strong earnings and a surge in its optical network business, with investors particularly focused on the company's expanding role as an AI and cloud infrastructure powerhouse. Community sentiment is highly bullish as market participants look for long-term growth driven by AI-native connectivity demand and potential industrial infrastructure contracts.

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF is trending as investors react to President Trump's public frustration over the 'slow-walking' of federal marijuana rescheduling, fueling optimism for an imminent policy shift. The community is heavily debating whether this rhetoric signals an immediate administrative breakthrough or another classic sector pump-and-dump scenario.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

Lockheed Martin is under intense focus as investors monitor the impact of a large-scale defense budget expansion and aggressive production ramp-up mandates aimed at replenishing munitions depleted by ongoing geopolitical conflicts. The community is actively debating the stock's stability as a long-term compounder amid structural shifts in warfare, with many highlighting its critical role in government contracts despite recent volatility and broader market rotation.

Mobileye Global, Inc. engages in the business of developing and deploying driver assistance systems and autonomous driving technologies and solutions. It operates under the Mobileye and Other segments. The company was founded by Amnon Shashua and Ziv Aviram in 1999 and is headquartered in Jerusalem, Israel.

Mobileye Global Inc - Ordinary Shares - Class A

MOBILEYE GLOBAL INC

Mobileye is rallying on investor optimism surrounding its definitive agreement to acquire Mentee Robotics for $900 million, a strategic pivot toward physical AI and humanoid robotics. The market is actively debating this expansion beyond traditional automotive ADAS, weighing the potential for long-term growth against the near-term costs of integration and the company's established position as a supplier for major global automakers.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is facing intense investor debate as the company attempts to balance a massive new stock buyback program against market concerns over soft forward guidance and broader media industry volatility. While some participants are aggressively buying the dip, citing strong underlying fundamentals and the potential for a rebound, others remain skeptical and are betting on further downside as the stock struggles to find footing following its latest earnings report.

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Renesas Electronics shares fall as major supplier Wolfspeed files for bankruptcy

Investing.com-- Shares of  Renesas Electronics Corp  (TYO:6723) fell in Tokyo trade on Tuesday after Wolfspeed Inc (NYSE:WOLF), a major U.S. supplier of the company, filed for bankruptcy and outlined plans to slash its debt commitments. 

Shares of Nvidia Corp. (<a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">$NVDA</a>) fell by more than 1% on Monday following a report by Edgewater Research suggesting that performance problems with Monolithic Power's (<a class="mention" data-mention="$MPWR" data-symbol-id="MPWR" href="https://stocktwits.com/symbol/MPWR" target="_blank">$MPWR</a>) components could reduce or even eliminate the company's role in Nvidia's next-generation Blackwell processors.&nbsp;As a result, Monolithic Power’s stock dropped sharply by over 20%.The report claimed that while Nvidia will honor existing orders, it has canceled much of Monolithic's future business and redirected orders to other suppliers, Renesas Electronics Corp. (<a class="mention" data-mention="$RNECY" data-symbol-id="RNECY" href="https://stocktwits.com/symbol/RNECY" target="_blank">$RNECY</a>) and Infineon Technologies AG (<a class="mention" data-mention="$IFNNY" data-symbol-id="IFNNY" href="https://stocktwits.com/symbol/IFNNY" target="_blank">$IFNNY</a>).&nbsp;"We hear NVDA will go through their confirmed orders to MPWR for the next few quarters, but we hear NVDA has canceled half of MPWR's backlog, cutting all of their unconfirmed orders," the report said.Both companies saw their stock prices rise by over 3% in mid-day trading on Monday.Issues with Monolithic Power’s voltage regulator module and power management IC&nbsp;"appear likely to severely limit or eliminate"&nbsp;the company’s role in the production of Nvidia’s Blackwell chips, according to Edgewater Research.&nbsp;Renesas and Infineon are set to take over key components for Nvidia's upcoming chips, with Renesas stepping in for the B200 allocation and Infineon handling the GB200 allocation.Both companies have received urgent orders in recent weeks, according to Edgewater’s report.Despite these concerns, Deutsche Bank remains skeptical that Monolithic will lose all of its Nvidia business.&nbsp;The brokerage argues that the strong relationship and incumbent position Monolithic holds with Nvidia makes it unlikely that the performance issues are as severe as reported.&nbsp;However, if the claims prove accurate, Monolithic could see up to 15% of its revenue at risk.Deutsche Bank has maintained its ‘Buy’ rating on Monolithic Power’s stock with a price target of $900.<figure class="image"><img style="aspect-ratio:1283/291;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_11_11_113659_3e2c467748.png" alt="Screenshot 2024-11-11 113659.png" width="1283" height="291"><figcaption>Nvidia Sentiment and Message Volume on Nov 9 as of 11:35 a.m. ET | Source: Stocktwits</figcaption></figure>Retail sentiment around Nvidia has flipped to ‘bullish’ (58/100) despite the dip in stock value.&nbsp;Nvidia’s stock hit a new all-time high on Friday after joining the Dow Jones Industrial Average ($DJIA).&nbsp;<stembedurl>https://stocktwits.com/TheProphetOfProfit/message/591996154</stembedurl>As Nvidia gears up to report its third-quarter results on Nov. 20, analysts are largely optimistic. Wall Street expects earnings of $0.74 per share on $32.96 billion in revenue, according to Stocktwits data.Morgan Stanley raised its price target on Nvidia to $160 from $150, maintaining an ‘Overweight’ rating on Monday.&nbsp;While the brokerage anticipates a strong quarterly showing, it suggests the bigger upgrades may come later, as Nvidia’s supply remains tight for Blackwell and partly for H200 processors.Piper Sandler also lifted its price target, going from $140 to $175, citing Nvidia’s “dominant positioning” in AI accelerators and the anticipated Blackwell launch.&nbsp;With Nvidia’s stock already up over 200% this year, investors will be closely watching the company's Q3 performance and outlook, especially given its strategic moves in AI and chip technology.For updates and corrections email newsroom@stocktwits.com.Read more:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-all-time-high-after-dow-jones-entry/cJ44fBdRaM">NVIDIA Stock Rallies To Record High After Dow Entry, Retail Sentiment Cools From Peak Levels</a>

Nvidia's is scheduled to report its third-quarter results on Nov. 20. | Source: Will Buckner via Flickr

Nvidia Stock Dips As Monolithic Power Crashes On Concerns of Supplier Allocation For Blackwell AI Chips: Retail Focuses On Earnings

A report by Edgewater Research cited issues with Monolithic Power’s voltage regulator module and power management IC as the reason behind the company getting edged out of the production of Nvidia’s Blackwell chips. 

Equity

A report by Edgewater Research cited issues with Monolithic Power’s voltage regulator module and power management IC as the reason behind the company getting edged out of the production of Nvidia’s Blackwell chips. 


Renesas Electronics Corp. engages in the design, research, development, manufacture, sale and servicing of semiconductor products. Its products include 'in-vehicle control' semiconductors that control engines and car bodies, and 'car information' semiconductors for in-vehicle information such as navigation systems. It also provides semiconductors for industrial equipment, home appliances, and network infrastructure. The company was founded on November 1, 2002 and is headquartered in Tokyo, Japan.

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