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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 the center of intense market speculation as investors brace for its upcoming earnings, with community discussions heavily split between anticipation of another blowout report and fears of a "sell the news" correction. Traders are closely monitoring the massive build-up in options activity and volatility, while simultaneously debating how the company's chip export challenges and broader macroeconomic pressures could impact its market-leading position.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit Inc. is trending as investors debate whether recent price volatility and a potential S&P 500 inclusion create a long-term opportunity or if ongoing concerns regarding AI-driven search competition and platform growth will continue to pressure the stock. Community members are actively split between those accumulating shares at current levels and others expressing frustration over the stock's recent performance compared to broader market trends.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is trending due to the unveiling of an AI-powered shopping integration with Google Gemini, sparking optimism among bulls about a potential rebound. While some investors view the news as a pivotal growth catalyst for a struggling stock, skeptics remain focused on long-term brand challenges, intense retail competition, and lingering concerns over market demand.

T1 Energy, Inc. engages in developing battery solutions. It focuses on energy storage systems and commercial mobility. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy Inc. is experiencing intense market activity driven by a major institutional stake from Leopold Aschenbrenner's Situational Awareness fund and community sentiment regarding a short report that sparked a massive squeeze. The stock remains a high-conviction momentum play among retail traders who are focused on the company's U.S. solar infrastructure narrative and its aggressive production ramp in Texas.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware is seeing intense volatility and heavy retail interest as a recently IPO'd low-float stock, drawing comparisons to other speculative momentum plays. Community discussion is sharply divided between traders chasing rapid price swings and those expressing caution over potential pump-and-dump mechanics given the stock's wide intraday fluctuations.

Vital Farms, Inc. packages, markets and distributes pasture-raised shell eggs, pasture-raised butter and other products. Its products are sold under the trade names Vital Farms, Alfresco Farms, Lucky Ladies and RedHill Farms, primarily to retail foodservice channels. The company was founded by Catherine Stewart, Matthew O'Hayer and Jason Jones in 2007 and is headquartered in Austin, TX.

Vital Farms Inc

Vital Farms is trending due to speculative investor interest in a potential short squeeze, driven by a high short interest and retail buzz surrounding its valuation as an egg producer. Community discourse remains divided between those betting on a rapid price recovery and takeover potential and those concerned about the company's recent earnings guidance, management credibility, and ongoing litigation.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit is trending as traders debate whether AI partnerships and restructuring plans will drive long-term margin expansion or if the stock remains vulnerable to competition and market skepticism. The community is sharply divided between those viewing the pullback as a buying opportunity in a resilient software leader and those who fear AI could eventually commoditize its core tax and accounting services.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is facing significant volatility following a negative report from Manatee Research that alleged order exaggeration, though the community is largely dismissing these claims as a coordinated short attack aimed at inducing panic. Investors remain focused on the company's growth trajectory and recent warrant exchange transaction, with many viewing the dip as a strategic opportunity to accumulate shares while anticipating a potential short squeeze.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is surging as investors anticipate institutional interest ahead of a key fireside chat, with the community laser-focused on the potential for an imminent short squeeze. Bullish sentiment is being driven by the belief that the companys lead immunotherapy, GPS, shows superior survival outcomes compared to current standards, making it an attractive target for a major pharmaceutical acquisition.

Target Corp. engages in the operation and ownership of general merchandise stores. It offers food and general merchandise, clothing and household goods, electronics, and toys. Its brands include A New Day, All in Motion, Art Class, Auden, AVA & VIV, Boots and Barkley, Brightroom, Bullseye's Playground, Casaluna, Cat & Jack, Cloud Island, Colsie, dealworthy, Embark, Everspring, Favorite Day, Figmint, Future Collective, Gigglescape, Good & Gather, Goodfellow & Co, Hearth & Hand with Magnolia, Heyday, Hyde & EEK! Boutique, JoyLab, Kindfull, Kona Sol, Made By Design, Market Pantry, Mondo Llama, More Than Magic, Opalhouse, Open Story, Original Use, Pillowfort, Project 62, Room Essentials, Shade & Shore, Smartly, Smith & Hawken, Sonia Kashuk, Spritz, Sun Squad, Threshold, Universal Thread, up&up, Wild Fable, Wondershop, Xhilaration, California Roots, Casa Cantina, The Collection, Headliner, Jingle & Mingle, Rosé Bae, Photograph, SunPop, and Wine Cube. The company was founded by George Draper Dayton in 1902 and is headquartered in Minneapolis, MN.

Target Corp

Target is drawing significant investor attention as it reports a notable earnings beat and provides an optimistic sales outlook for the coming year, signaling a potential turnaround under new leadership. The community is actively debating the company's long-term durability and the effectiveness of its latest strategic shifts, with discussions sharply divided between those betting on a recovery and others skeptical of the retailer's ability to overcome persistent consumer cost pressures.

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<ul class="summary-bullets"><li>Fouquet added that projects like Musk’s Terafab will stretch the capacity of chip toolmakers in the coming years, adding that the Tesla CEO is “very serious” about these projects, referring to Starlink satellites and Terafab.</li><li>He said the first logic chips produced using ASML’s next-generation High-NA EUV lithography machines are expected within months.</li><li>Fouquet said that he sees the chip market remaining supply-constrained for the foreseeable future due to strong AI demand.</li></ul>ASML Holding NV (ASML) CEO Christophe Fouquet on Wednesday said that projects like Elon Musk’s Terafab and Starlink will drive huge chip demand.During an interview with Reuters on the sidelines of a tech event in Antwerp, Fouquet said that Terafab and Starlink satellites could drive a new wave of chip demand.“One of the most fascinating projects for me is Starlink because we talk a lot about chips, humanoids, self-driving cars, and all those products have to be connected to data,” he said.<a href="https://stocktwits.com/symbol/ASML">ASML shares</a> were up more than 3% in Wednesday’s opening trade.<h2 class="st-heading-2">Musk’s Terafab To Stretch Toolmakers’ Capacity, Says Fouquet</h2>Fouquet added that projects like Musk’s Terafab will stretch the capacity of chip toolmakers in the coming years, adding that the Tesla CEO is “very serious” about these projects, referring to Starlink satellites and Terafab.He said the first logic chips produced using ASML’s next-generation High-NA EUV lithography machines are expected within months, marking a major milestone for advanced chipmaking.The High-NA EUV systems, which enable smaller and more powerful semiconductors, are expected to become a key long-term growth driver for ASML, with Intel among the earliest adopters of the technology.<h2 class="st-heading-2">ASML CEO Sees Tight Supply Due To Strong AI Demand</h2>Fouquet said that he sees the chip market to remain supply-constrained for the foreseeable future due to strong AI demand. He also sees demand from robotics and satellites as contributing to this tight supply situation.“Demand on AI is coming so strongly that we will be in a supply-limited market for quite ​a while,” Fouquet said.He added that ASML is ramping up production and improving the efficiency of its chipmaking tools to meet surging demand, while continuing to roll out next-generation technologies.However, Fouquet warned that the scale and speed of the AI-driven semiconductor boom remain difficult to forecast and could outpace the industry’s ability to plan capacity and supply chains effectively.<h2 class="st-heading-2">What Does ASML Do?</h2>ASML is a Dutch technology company that makes highly advanced machines used to manufacture semiconductor chips.The company is best known for its EUV lithography machines, which are extremely complex systems that use ultraviolet light to print tiny transistor patterns onto silicon wafers.Chipmakers like Nvidia Corp. (NVDA), Taiwan Semiconductor Manufacturing Co. (TSMC), Intel Corp. (INTC), Micron Technology Inc. (MU), and others use ASML’s tools.<h2 class="st-heading-2">TSLA Loops In INTC For Terafab Project</h2>Last month, Tesla&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-repositions-as-foundry-powerhouse-with-space-x-and-tesla-s-terafab-deal-retail-cheers-the-move/cZJJuD5RIpA">entered</a> into a partnership with Intel for the Terafab project to make processors to power the EV giant’s robotics and data center ambitions.“Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab’s aim to produce 1 TW/year of compute to power future advances in AI and robotics,” Intel said.<a href="https://stocktwits.com/symbol/ASML">ASML stock</a> is up 36% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> is down 9%. The iShares Semiconductor ETF (SOXX) is up 142% over the past 12 months, while the Global X Artificial Intelligence &amp; Technology ETF (AIQ) is up 49%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jeff-bezos-backs-elon-musk-data-centers-space-calls-realistic-ahead-spacex-ipo/cZXDUb6ReVH">Jeff Bezos Backs Elon Musk's 'Very Realistic' Plan For Space-Based Data Centers Ahead Of SpaceX IPO</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The ASML Holding logo is displayed on a mobile phone with a visual digital background. (Photo Illustration by Jonathan Raa/NurPhoto via Getty Images)

ASML CEO Reportedly Says Elon Musk's Terafab, Starlink Will Drive Huge Chip Demand — ‘One Of The Most Fascinating Projects For Me Is Starlink’

ASML Holding NV (ASML) CEO Christophe Fouquet on Wednesday said that projects like Elon Musk’s Terafab and Starlink will drive huge chip demand.

ASML CEO Warns AI Chip Crunch Is Far From Over — And Elon Musk's Terafab, Starlink Could Make It Worse

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During an interview with Reuters on the sidelines of a tech event in Antwerp, ASML CEO Christophe Fouquet said that Terafab and Starlink satellites could drive a new leg of demand for chips.

<ul class="summary-bullets"><li>Bezos added that he doesn’t think anyone knows how long it will take to set up data centers in space, while laying down the ground rules for what would need to happen if this ambitious idea were to be realized.</li><li>He predicted that energy costs will eventually increase for terrestrial data centers and semiconductor chips, which are expensive today, will become cheaper.</li><li>Bezos also downplayed fears of an AI bubble and widespread job losses, saying the technology will enhance existing roles rather than replace workers.</li></ul>Amazon.com Inc. (AMZN) and Blue Origin founder Jeff Bezos on Wednesday backed rival Elon Musk’s proposal of data centers in space, ahead of the $1.75 trillion initial public offering (IPO) of SpaceX.During an interview with CNBC, Bezos said that data centers in space are a “very realistic” idea, but differed with Musk on the timeline to set them up.“What Elon would tell you is, if we don't set an ambitious timetable... if you want it in six years, say three…” he said, while adding that the two to three years timeline to achieve this feat is very short and ambitious.<h2 class="st-heading-2">Don’t Think Anyone Knows How Long It Will Take, Says Bezos</h2>Bezos added that he doesn’t think anyone knows how long it will take to set up data centers in space, while laying down the ground rules for what would need to happen if this ambitious idea were to be realized.“Energy needs to become a bigger percentage of the cost of terrestrial data centers. Today, terrestrial data centers spend less than 15% of their total cost of ownership on energy. The biggest advantage to being in space is that the energy is free,” he said.Bezos predicted that energy costs will eventually increase for terrestrial data centers and semiconductor chips, which are expensive today, will become cheaper.“The second thing is, the launch cost has to come down, and very significantly, by a factor of 10. That’s what we’re working on right here, that’s what Blue Origin is doing,” he added.Bezos owns Blue Origin, and the aerospace startup is a rival of Musk-led SpaceX.<h2 class="st-heading-2">Space-Based Data Centers Don’t Change Investing Thesis For Those On Ground</h2>Bezos added that his belief that data centers in space are realistic does not change the investment thesis for terrestrial data centers.“I don’t think so, because the timeline again is very different. You’re going to need as much terrestrial data center capacity as you can arrange in the near-term,” he said.Blue Origin filed plans with the Federal Communications Commission (FCC) in March this year to deploy 51,600 low-Earth orbit data center satellites under its “Project Sunrise” initiative.<h2 class="st-heading-2">Bezos Downplays AI Bubble Concerns</h2>Bezos also downplayed concerns of an AI bubble, urging investors not to worry about it.“Even if it does turn out to be a bubble, you shouldn’t worry about it because the bubble is driving investment and a lot of the investment is going to turn out to be very healthy,” he added.Bezos also downplayed concerns of AI causing job losses, saying that the technology will help elevate existing jobs instead.The iShares Semiconductor ETF (SOXX) is up 134% over the past 12 months, while the Global X Artificial Intelligence &amp; Technology ETF (AIQ) is up 48%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/analog-devices-posts-record-q2-but-investors-are-not-impressed/cZXDw6kReVs">Analog Devices Posts Record Q2, CEO Sees Positive Demand Signals Persisting In Q3 – But Investors Want More From Chip Rally</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Amazon and Blue Origin founder Jeff Bezos, Alphabet's CEO Sundar Pichai and Tesla CEO Elon Musk attend the inauguration of President-elect Donald Trump

Jeff Bezos Backs Elon Musk's 'Very Realistic' Plan For Space-Based Data Centers Ahead Of SpaceX IPO

Amazon.com Inc. (AMZN) and Blue Origin founder Jeff Bezos on Wednesday backed rival Elon Musk’s proposal of data centers in space, ahead of the $1.75 trillion initial public offering (IPO) of SpaceX.

During an interview with CNBC, Bezos said that data centers in space are a “very realistic” idea, but differed with Musk on the timeline to set them up.

Chamath Palihapitiya, known for his bold moves with special purpose acquisition companies (SPACs), has filed for the public market offering of a new blank-check firm, according to a securities filing on Monday.Palihapitiya's American Exceptionalism Acquisition Corp. A is seeking to raise $250 million via an IPO by selling 25 million shares at $10 each. According to the filing on Monday, the blank-check firm will focus mainly on energy, artificial intelligence, decentralized finance, and defense areas.In a letter accompanying the&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/ix?doc=/Archives/edgar/data/2079173/000119312525182758/d38750ds1.htm">filing</a>, Palihapitiya wrote: "I believe the biggest gains in the future will come from companies that are involved in fixing the fundamental risks that come from our interconnected global order while reinforcing American exceptionalism."&nbsp;&nbsp;He also acknowledged that SPACs are not suited to every company.A SPAC or blank-check firm lists on the stock exchange and aims to acquire one or multiple companies through investors' money. The process helps companies avoid the paperwork, compliance, and investor marketing otherwise required through a direct IPO.SPACs boomed in 2020 and 2021, raising record sums and taking hundreds of companies public, but the frenzy quickly cooled. By 2022, the market soured due to a combination of poor post-merger performance, regulatory scrutiny, and blank-check firms failing to close acquisitions.Palihapitiya, who has floated 10 blank-check vehicles since his first one in 2017, became the face of the SPAC mania before throwing in the towel in 2022.SPACs have seen renewed momentum lately, driven by a surge in crypto-related deals and a frothy market for IPOs in general. More than $16 billion has been raised across 81 SPACs this year, according to a Bloomberg <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-18/spac-king-palihapitiya-returns-nearly-three-years-after-retreat">report</a>.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the performance of the broader S&amp;P 500 gauge, has gained over 10% this year.&nbsp;Palihapitiya is the founder of venture capital firm Social Capital and has earlier worked at Meta, then known as Facebook.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crypto-lender-figure-technology-files-for-nyse-ipo-amid-booming-us-listings/chsgch4RdXr">Crypto Lender Figure Technology Files For NYSE IPO Amid Booming US Listings</a>

Chamath Palihapitiya speaks onstage during an event Arts on October 19, 2016 in San Francisco, California. (Photo by Michael Kovac/Getty Images for Vanity Fair)

SPAC King Strikes After 3-Year Hiatus: Chamath Palihapitiya Files For $250M Blank-Check IPO — Can The Move Spur Deal Activity?

Palihapitiya, who has floated 10 blank-check vehicles since his first one in 2017, became the face of the SPAC mania before throwing in the towel.

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