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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle's stock is under pressure following earnings results that sparked concerns about heavy AI-related spending and its impact on future profitability; the community is closely watching key support levels. Some believe this is an overreaction and a buying opportunity, while others fear the company's debt and cash flow issues could continue to weigh on the stock. Chatter suggests a broader reassessment of AI-exposed companies is underway as investors digest the implications of Oracle's report.

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 downwards as investors discuss customer losses and a recent analyst price cut, leading to concerns about its competitive position against larger platforms; the stock is nearing 52-week lows, sparking debates about potential takeover bids and whether it's a buying opportunity or a value trap given tax-loss selling pressures and potential Nasdaq 100 exclusion.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending due to its upcoming Autonomy and AI Day, with community members anticipating announcements around self-driving capabilities and in-house chip technology. Discussions also involve Rivian's potential to compete with Tesla and other EV makers, alongside mentions of production improvements and expansion plans. Overall, the community buzz reflects excitement and high expectations for Rivian's technological advancements in the EV sector.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

CADL is trending as investors discuss its potential in treating cancers, particularly after positive data in prostate cancer trials, while also citing undervaluation. The community is actively discussing the possibility of a short squeeze given the high short interest. Some also speculate about potential partnerships and acquisitions in the near future! LOAD!

Gemini Space Station, Inc. is a holding company, which offers a mobile and web based crypto asset exchange platform, proprietary wallet infrastructure and custody solutions, over-the-counter trading solutions tailored to institutions and professionals, a digital art auction platform, a proprietary United States dollar backed stablecoin, and a credit card product that offers crypto asset rewards on customer purchases. The company was founded by Tyler Winklevoss and Cameron Winklevoss in 2014 and is headquartered in New York, NY.

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

GEMI is trending due to its derivatives arm, Gemini Titan, securing a CFTC license to launch regulated prediction markets in the U.S., a move celebrated by CEO Tyler Winklevoss. Community chatter highlights the potential for a short squeeze and increased valuation, with some drawing comparisons to prediction market competitors. The license is viewed as a significant catalyst, potentially unlocking substantial growth amid the broader crypto adoption boom.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending as traders anticipate news from an upcoming conference and potential operational updates, focusing on the company's shift towards AI infrastructure and efficient energy use. Community members are actively discussing price targets and potential short squeezes, citing the stock's low float and past volatility. This buzz comes after the company resolved a legal battle with its former CEO, which is now seen as a positive catalyst for its re-emergence.

Black Titan Corp. was formed for the purpose of effecting a merger between Titan Pharmaceuticals Inc. and TalenTec Sdn Bhd. It intends to explore and identify viable business opportunities. The company was founded on July 11, 2024 and is headquartered in Petaling Jaya, Malaysia.

Black Titan Corp.

Black Titan Corp. is trending as community members discuss its recent surge following news of its strategic entry into digital assets. Traders are actively debating holding strategies amidst volatility, with some pointing to dilution concerns and potential short squeeze opportunities. The stock's low float and potential for further news related to its digital asset framework are also fueling interest.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as investors anticipate earnings, especially in light of potential AI chip deals with major tech companies like Microsoft. Community discussions revolve around whether Broadcom can deliver strong guidance and justify its valuation amidst broader concerns of an AI spending slowdown. Bullish sentiment is fueled by expectations of significant AI revenue growth and the company's history of exceeding estimates.

ProShares Trust - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

BOIL is trending as traders weigh the impact of colder weather forecasts against high natural gas production and storage levels. Community discussions revolve around potential rallies, pullbacks, and the effects of contract rollovers on the ETF. Sentiment appears mixed, with some anticipating further upside and others bracing for a potential downturn.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood ($HOOD) is trending amid discussions about its recent price action and correlation with crypto markets like Bitcoin, with some traders pointing to potential overbought conditions and profit-taking. Community members are also weighing in on the stock's long-term potential, the impact of news, and the potential implications of regulatory actions and expansion into new markets. The stock's performance is being actively compared to competitors like SoFi.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

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Wall Street strategist explains how to navigate an ’AI Bubble’

Investing.com -- The latest Sevens Report on Friday warned that a divergence between AI chipmakers and the broader equity market may be signaling early risks of an “AI bubble,” advising investors to monitor the semiconductor sector for signs of a market peak.

Buy gold, crypto and China, tread carefully on rich U.S. tech: BofA’s Hartnett

Investing.com -- Global equities took in $19.6 billion and bonds added $19.2 billion in the week through July 30, continuing one of the strongest flow years on record, according to Bank of America (BofA).

Semiconductor cos to likely posts earnings beat, says Oppenheimer as it bumps PT

Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth. It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon. Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and  Monolithic Power  Systems Inc (NASDAQ:MPWR).

Tech rally has legs amid rising AI adoption, says UBS

Investing.com -- The rally in tech stocks still has room to run as adoption of AI continues to spread across industries, UBS said citing a sharp rise in enterprise AI usage.

Cantor bullish on analog stocks near-term, but challenges remain through year-end

Investing.com -- Cantor Fitzgerald has turned bullish on analog semiconductor stocks in the near term, pointing to improving cyclical indicators and favorable investor positioning.

Nvidia (NVDA) CEO Jensen Huang praised the custom chip powering Nintendo’s (NTDOY) upcoming Switch 2 console on Tuesday, calling it the most advanced graphics solution ever developed for a mobile device.In a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/NintendoAmerica/status/1929886108113932624">video</a> posted by Nintendo ahead of the console’s launch Thursday, Huang said the Switch 2 integrates “three breakthroughs”–full hardware ray tracing, high dynamic range support, and a new architecture enabling backward compatibility.“It’s unlike anything we’ve built before,” Huang said. He added that the console includes dedicated artificial intelligence processors to “sharpen, animate, and enhance gameplay in real time.”Huang didn't mention any specifications but said that Switch 2 would have "the most advanced graphics ever in a mobile device."Huang also credited former Nintendo CEO Satoru Iwata for the vision behind the hybrid system. “Switch 2 is more than a new console,” he said. “It’s a new chapter worthy of Iwata Son’s vision.”The two companies began collaborating in 2015, when Nintendo selected a prototype based on Nvidia’s Tegra X1 system-on-chip (SoC) to power the original Switch. At the time, Huang described the relationship between the two companies&nbsp;as potentially lasting 20 years, given Nintendo’s history of sticking with hardware partners for the long haul.That custom chip helped enable the Switch’s hybrid form factor and has been included in all 132 million units sold since the console's 2017 debut.Nvidia dedicated what Huang previously described as “several hundred engineering years” to customizing the SoC and logic board for Nintendo’s needs. Nintendo acquired the intellectual property and used it as the basis for its hardware.While Nvidia no longer breaks out Tegra revenue separately, the business generated $1.45 billion in fiscal 2020, accounting for 13% of the company’s total.<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> was up 3% in midday trade on Tuesday. The shares have gained 4% this year and 24% over the past 12 months.&nbsp;<a href="https://stocktwits.com/symbol/NTDOY">Nintendo’s stock</a> edged 0.1% higher in midday trade. The shares have jumped nearly 40% this year and 50% over the past 12 months.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-android-power-faces-new-threat-from-samsung-perplexity-talks/chkrJ8dRbvj">Google’s Android Power Faces New Threat From Samsung-Perplexity Talks, Says BofA</a>

 President and CEO of Nvidia Jensen Huang speaks on AI at the return of American manufacturing at the Hill and Valley Forum at the U.S. Capitol on April 30, 2025 in Washington, DC. (Photo by Kevin Dietsch/Getty Images)

Jensen Huang Says Nvidia’s Chip For Nintendo Switch 2 Is ‘Unlike Anything We’ve Built Before’ 

Huang credited former Nintendo CEO Satoru Iwata for the vision behind the hybrid system, calling the Switch 2 a “new chapter worthy of Iwata Son’s vision.”

Equity

Chip stocks slide on Trump plan to expand China tech restrictions

Investing.com -- Chip stocks slid lower on Monday on reports that the Trump administration is preparing to tighten restrictions on China’s tech sector by expanding existing rules to include subsidiaries of sanctioned firms.

Equity flows: U.S. large caps, gold see records; small caps, real estate hit lows

Investing.com -- U.S. equity funds recorded their first inflow in five weeks, while money market funds saw sizable outflows, suggesting a risk-on shift among investors.

Bernstein on Trump changing AI diffusion rules: ’Nothing is surprising anymore’

Investing.com -- The Trump administration is reportedly considering changes to the Biden-era AI export rules, a move that Bernstein analysts say could worsen an already problematic framework for chipmakers like Nvidia (NASDAQ:NVDA).

Nvidia stock dips amid Reuters report on AI chip export rule review

Investing.com -- Shares of Nvidia (NASDAQ:NVDA) edged lower, but remained higher by 0.5% as the market responded to a report from Reuters that Trump administration officials are considering changes to a Biden-era AI chip export rule. The potential revision could impact how advanced semiconductors are distributed globally, stirring a cautious reaction among investors.

Bullish: S&P grinds higher

Choppy but up: buy dips

Sideways: fade the move

Bearish: this rally falls off

The Federal Reserve just announced a 0.25 percentage point interest rate cut at its December 10, 2025 meeting.​ Share your outlook on how the latest Federal Reserve interest rate cut will impact stocks and the S&P 500 over the next month.

How do you think today’s Fed rate cut impacts stocks over the next month?

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