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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), 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 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 is seeing a massive surge after a strong earnings report that outperformed estimates, with the community celebrating the company's ability to capitalize on AI data center demand. Investors are actively discussing a significant sector rotation into semiconductors, with many focused on the stock shattering long-term resistance levels while shorts face an intense squeeze.

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

AMD is trending after breaking through record highs, fueled by intense momentum and community optimism surrounding the broadening demand for AI-driven data center CPUs. While some investors urge caution citing overextended valuation metrics compared to sector peers, the dominant sentiment remains overwhelmingly bullish as the community anticipates further upside leading into upcoming earnings.

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 drawing intense scrutiny as investors debate its role as an AI infrastructure backbone, with community sentiment split between frustration over stagnant short-term price action and long-term conviction in its leadership. Conversations are currently dominated by the stock's massive market valuation, its strategic investments in hardware partners, and the broader debate on whether the AI buildout is a sustainable multi-year story or an over-hyped bubble.

Skillz, Inc. operates a mobile gaming platform that connects players in competition. It helps developers build franchises by enabling social competition in their games. Skillz hosts casual esports tournaments for mobile players worldwide. The company was founded by Andrew C Paradise and Casey Chafkin in 2012 and is headquartered in Las Vegas, NV.

Skillz Inc - Ordinary Shares - Class A

Skillz Inc

Skillz Inc. is surging after a federal jury ruled in its favor, awarding $420 million in damages regarding deceptive advertising and the use of bots by a rival, with potential for even greater profit disgorgement. Community sentiment is electric, with investors actively debating the long-term impact of the windfall on the companys cash position and the potential for a massive, multi-day short squeeze as traders monitor for after-hours momentum.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is currently experiencing a historic rally, driven by aggressive institutional buying and intense investor optimism surrounding the semiconductor super cycle and AI infrastructure demand. While the community is divided between bullish participants celebrating consecutive green days and skeptical traders warning of a potential blow-off top, the overwhelming sentiment remains focused on the momentum that has pushed the ETF to new heights despite broader market volatility.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Investors are actively debating the unprecedented 17-day rally in semiconductor stocks, with the community polarized between those betting on an epic collapse of what they perceive as an AI-driven bubble and those warning against the dangers of holding an inverse, decay-prone asset like SOXS. Sentiment is characterized by deep frustration over the sector's relentless upward momentum, as traders grapple with managing losses on a position that continues to defy conventional technical analysis and market logic.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is rallying as investors react to the strategic announcement that the company is entering the data center CPU market with its own in-house silicon, directly challenging established industry players. The community is actively debating the stock's massive valuation expansion and long-term earnings potential, with many discussing whether the recent parabolic move is a sustainable structural re-rating or an overextended momentum play driven by speculative AI hype.

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 Inc. is trending as investors debate the impact of unverified reports claiming a major contract loss with Oracle, which triggered a significant price drop. The community remains deeply divided, with many traders dismissing the news as a coordinated 'hit piece' by short sellers ahead of the upcoming earnings report while others express frustration over persistent management trust issues and the company's legal volatility.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending as investors aggressively monitor its potential for major compute infrastructure deals, fueled by a high-conviction narrative that the company's secured power and data center capacity make it a key player in the AI hardware supply chain. The community remains deeply divided and highly engaged, with bull-side discussions fixated on upcoming site energization and potential hyperscaler partnerships, while bear-side participants frequently highlight concerns over dilution and price manipulation.

BYTE is a novel meme token that creatively intertwines the worlds of cryptocurrency and popular culture. Inspired by Grok's answer to "What would you name your dog?", Grok answered, 'Byte.' When Grok was asked who created Byte, it says he was created by the xAI team lead by Elon Musk as a gift to Grok AI to keep him company in the metaverse. BYTE serves as a playful reference to the unit of digital information, as well as a nod to the AI's technological nature. Distinctively, Byte acts as a gateway towards Ai adoption and stands out in the crypto space due to its zero-tax policy, a feature that is increasingly appealing to many investors. Additionally, it upholds the principles of transparency and investor trust by having its liquidity permanently burned and the contract ownership renounced. This ensures that Byte remains a community-driven project, with its fate firmly in the hands of its holders. The combination of a playful theme, generative AI, and a nod to a tech icon makes Byte an intriguing addition to the meme token ecosystem, especially AI related meme coins.  Through pioneering AI this story has grown more and more robust and continues to evolve, Byte pledges its dedication to community efforts and and has consistently appeared in the Top 10 of LunarCrush’s social engagement leaderboards on multiple occasions.

BYTE

BYTE is trending as the community highlights its origin as the AI-inspired dog from Grok, emphasizing its narrative as a long-term, community-led project on the Ethereum blockchain. Enthusiasts are actively rallying around the token's decentralized structure and its integration into AI-driven cultural lore, positioning it as a resilient play within the meme coin sector.

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Oklo Announces Changes to its Board of Directors and Management Team to Support its Continued Growth

Oklo Inc. (NYSE: OKLO), an advanced nuclear technology company, today announced changes to its Board of Directors and management team designed to enable Oklo to meet its ambitious deployment goals...

<ul class="summary-bullets"><li>The U.S. Department of Energy awarded Standard Lithium a $225 million grant in January to advance lithium processing from the Smackover.</li><li>The first production from Arkansas is expected in 2028.</li><li>CEO David Park said the U.S. government continued funding during the shutdown and holds weekly meetings.</li></ul>&nbsp;Standard Lithium (SLI) is gaining significant support from the U.S. government as it competes with Exxon Mobil (XOM) to become the first company to produce lithium in Arkansas, according to a Reuters report on Friday.Arkansas is the home to one of North America’s largest untapped lithium resources. The state lies atop the Smackover formation, a massive brine reservoir holding more than five million metric tons of lithium. Extracting that resource depends on a technology called Direct Lithium Extraction (DLE).DLE extracts lithium straight from underground brines using advanced filters or chemical materials. It operates much faster than traditional evaporation ponds and requires less water and land.<h2 class="st-heading-2">Government Support</h2>In a recent letter seen by Reuters, three U.S. senators described <a href="https://stocktwits.com/symbol/SLI">Standard Lithium</a> as having the only proven DLE technology and operating team in the country. The U.S. Department of Energy awarded Standard Lithium a $225 million grant in January to advance lithium processing from the Smackover. The first production is expected in 2028.CEO David Park said the government continued funding during the shutdown and that it holds weekly meetings, adding that the grant does not require an equity stake, unlike deals with other lithium developers.The project will undergo a federal permitting review, but SLI has reportedly been placed on an accelerated timeline.SLI expects lithium prices to rebound to an average of $22,000 per ton over the 20-year project life, which is well above its estimated production cost of approximately $5,900 per ton. The company is also in advanced talks with banks and foreign governments to secure roughly $1 billion in project financing.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Despite the latest development, SLI stock traded 4.6% lower on Friday, at the time of writing. Retail sentiment on Stocktwits remained in the ‘bearish’ territory for the past 24 hours.SLI shares have more than doubled so far this year.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-believes-pullback-in-tech-stocks-was-short-lived-mini-panic-moment-says-investors-will-look-to-play-ai-revolution/cLPQ9LIRE4O">Dan Ives Believes Pullback In Tech Stocks Was Short-Lived Mini Panic Moment, Says Investors Will Look To Play AI Revolution</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A lithium mining machine moves a salt by-product at the mine in the Atacama Desert in Salar de Atacama, Chili on October 25, 2022. Albemarle stock has slipped this year amid a fall in prices.

Standard Lithium Gets Major US Government Backing In Race With Exxon To Mine Lithium In Arkansas

Three U.S. senators described Standard Lithium as having the only proven DLE technology and operating team in the country

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Standard Lithium Ltd. engages in the testing and proving of the commercial viability of lithium extraction. Its projects include Arkansas Lithium, Lithium Brine Processing, and California Lithium. The company was founded by Alvaro Anthony on August 14, 1998 and is headquartered in Vancouver, Canada.

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