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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 surging amid excitement around its AI technology, spurred by new partnerships with companies like Palantir and Uber and a projected $500 billion in revenue. Community members are actively discussing the potential for significant gains and the possibility of a 'melt-up' scenario, while also weighing concerns about valuation and market conditions. Some analysts are pointing to a potential trade deal with China and recent comments from Trump regarding NVIDIA's Blackwell chip as catalysts for further growth.

BrokeCoin is a meme-meets-utility cryptocurrency project operating under the ethos of Transparency, Community, and Respect. Formally registered as an LLC in Wyoming, USA, BrokeCoin is building an expansive ecosystem that combines light-hearted spirit of meme culture with real-world crypto utilities—spanning gaming, staking, NFTs, web services, and an e-commerce platform. Brokecoin believes in developing useful and interesting meme-inspired utilities to both service the crypto industry, and generate value for holders.

Brokecoin

Brokecoin is trending as the community rallies around upcoming developments and utilities, emphasizing their commitment to building and grinding. A key talking point is the anticipation of a token burn at 3000 watchers, with community members highlighting staking opportunities and revenue-generating utilities. The focus remains on community strength and long-term growth within the $SOL ecosystem; some are drawing comparisons to other meme coins.

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 after news of a significant investment from Nvidia to collaborate on AI and 6G technology, sparking optimism about the company's future in telecommunications. The community is discussing potential price targets and whether this signals a long-term turnaround for the stock. Some are cautious, pointing out possible short-term pullbacks or dilution.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is trending due to a recently announced $5 billion partnership with Brookfield to supply clean energy solutions to AI data centers, sparking significant community excitement. Bullish sentiment is fueled by the company's potential to capitalize on the surging energy demands of AI and the potential for a short squeeze, while others question the current valuation relative to earnings.

Aurora Innovation, Inc. engages in the design and development of automobile hardware, software, and provision of data services. It offers the Aurora Driver which allows a vehicle to drive itself. The company was founded by Christopher Urmson, Sterling Anderson and James Andrew Bagnell in 2017 and is headquartered in Pittsburgh, PA.

Aurora Innovation Inc - Ordinary Shares - Class A

Aurora Innovation is trending as investors discuss its earnings beat and potential upside, with community members highlighting its partnerships with NVIDIA and Volvo for autonomous trucking technology. The expansion of driverless routes and the unveiling of next-generation hardware are also key discussion points. While some express concerns about valuation, there's a general sentiment of optimism for long-term growth in the autonomous freight sector.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending following a Q3 earnings call that highlighted rapid progress in obesity studies and potential M&A interest in its MASH assets, leading to analyst upgrades and renewed optimism. Community discussions focus on the company's strategic options, including partnerships and going it alone, with many believing Viking is undervalued given its pipeline. The stock is seen as a key player in the competitive GLP-1 and MASH space, with potential for significant growth.

Another token of MartyrFi narrative to remember Tyke the Elephant. She was a female African bush elephant captured as a baby and shipped to the United States, where She was brutalised and instilled fear upon during the training for the circus, and shot 87 times whilst on the streets of Honolulu, Hawaii. She died of her injuries. She was forgotten but she will have a special place in our hearts forever  The token is built to remember and honour Tyke the elephant. The project is also built around being charitable towards elephants who may go through the same sort of abuse.

Tyke The Elephant

Tyke The Elephant ($TYKE) is gaining attention, particularly within the Phantom Wallet community, with users reporting increasing volume and accumulation. The community is closely watching the chart for a potential breakout, fueled by 'early moonshot vibes' and 'rocket energy'. Overall sentiment suggests that $TYKE is still under the radar but may be gaining traction.

Solana is a highly functional open source project that banks on blockchain technology’s permissionless nature to provide decentralized finance (DeFi) solutions. It is a layer 1 network that offers fast speeds and affordable costs. While the idea and initial work on the project began in 2017, Solana was officially launched in March 2020 by the Solana Foundation with headquarters in Geneva, Switzerland.

Solana

Solana is trending as the community discusses its ecosystem and potential ETF approvals. Conversations revolve around the network's efficiency and the integration of real-world partnerships, as well as airdrops. Certain meme tokens built on $SOL, like $WAGMI and $BROKE, are also seeing increased attention.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group (UNH) is trending amid discussions surrounding its earnings report and future outlook. While the company beat expectations, some investors express concern over rising medical costs and margin compression, while others highlight the long-term potential and reaffirm confidence in the stock, especially after the worst quarter in the history of the company is now in the past.

Solana Street Bets is not just a memecoin; it's a symbol of creativity, humor, and the power of a united community. Inspired by the infamous /wallstreetbets subreddit. Solana Street Bets is here to put respect on the Wall St originated memes in the industry. Solana Street Bets is a decentralized Solana meme coin inspired by the infamous /wallstreetbets subreddit.

SatoshiStreetBets

SatoshiStreetBets ($SSB) is trending as the community discusses its potential and recent BitMart listing, with many expressing bullish sentiment and highlighting staking opportunities. Conversations also mention a forthcoming Ethereum bridge and DAO.  However, some users caution about potential scams and express concerns about the project's legitimacy and marketing.

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$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Skyworks Solutions, Inc. (NASDAQ: SWKS)

$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Skyworks Solutions, Inc. (NASDAQ: SWKS) $HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Skyworks...

Skyworks (SWKS) Upgraded to Buy: What Does It Mean for the Stock?

Skyworks (SWKS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Analysts Estimate Skyworks Solutions (SWKS) to Report a Decline in Earnings: What to Look Out for

Skyworks (SWKS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

SWKS Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of Skyworks Solutions, Inc. Is Fair to Shareholders

Halper Sadeh LLC, an investor rights law firm, is investigating whether the merger of Skyworks Solutions, Inc. (NASDAQ: SWKS) and Qorvo, Inc. is fair to Skyworks shareholders. Upon completion of the...

<ul class="summary-bullets"><li>The merger will create a company with about $7.7 billion in annual revenue.</li><li>Skyworks expects the deal to deliver more than $500 million in annual cost synergies within three years.</li><li>The transaction, subject to regulatory and shareholder approvals, is expected to close in 2026.</li></ul>Skyworks Solutions (SWKS) announced on Monday that it will acquire Qorvo (QRVO) in a cash-and-stock transaction valuing the combined company at about $22 billion.<a href="https://stocktwits.com/symbol/QRVO">QRVO’s stock</a> rose as much as 13% in pre-market trade, with retail sentiment on Stocktwits surging from ‘extremely bullish’ to ‘neutral’ territory as chatter jumped to ‘high’ from ‘low’ levels over the past day. Meanwhile,&nbsp;<a href="http://stocktwits.com/symbol/SWKS">SWKS’ stock</a> rose as much as 12% with retail sentiment climbing to ‘bullish’ from ‘neutral’ territory, as chatter ticked higher within ‘neutral’ levels.<h2 class="st-heading-2">Terms Of Skyworks-Qorvo Merger</h2>Under the agreement, Qorvo shareholders will receive $32.50 in cash and 0.96 Skyworks shares for each Qorvo share. Following the merger, Skyworks shareholders will own roughly 63% of the combined entity, while Qorvo investors will hold 37%. The transaction will be funded through Skyworks’ cash reserves and debt financing arranged by Goldman Sachs Bank USA, the company said.Phil Brace, currently chief executive of Skyworks, will lead the merged company, while Qorvo CEO Bob Bruggeworth will join its board. The combined board will include 11 members, eight from Skyworks and three from Qorvo.The transaction, subject to regulatory and shareholder approvals, is expected to close in 2026.<h2 class="st-heading-2">Scale And Synergies</h2>Skyworks said the merger will create a company with about $7.7 billion in annual revenue and $2.1 billion in adjusted earnings before interest, tax, depreciation, and amortization (EBITDA). It added that this would position both entities to better compete with larger chipmakers. According to Skyworks, the deal is expected to deliver more than $500 million in annual cost synergies within three years.&nbsp;The combined firm will operate a $5.1 billion mobile business and a $2.6 billion “Broad Markets” segment focused on defense, aerospace, edge IoT, automotive, and AI data center applications. Those end-markets, both companies said, offer longer product cycles and higher-margin opportunities.Skyworks and Qorvo said the merger will expand U.S. manufacturing capacity and improve factory utilization across their domestic network. The combined firm will employ about 8,000 engineers and hold more than 12,000 issued and pending patents.By consolidating R&amp;D and production, the new company aims to compete more effectively with global semiconductor rivals and capture growth from rising demand for advanced RF systems and AI-driven electronics.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-holds-near-114-k-ahead-of-fed-rate-decision-sol-xrp-edge-higher/cLGjgObR3H9">Bitcoin Holds Near $114K Ahead of Fed Rate Decision — SOL, XRP Edge Higher</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Skyworks Solutions, Inc. is displayed on a smartphone screen with a stock market chart in the background, on May 04, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

Skyworks, Qorvo To Merge In $22 Billion Semiconductor Deal

The merger will create a company with about $7.7 billion in annual revenue.

Equity

The merger will create a company with about $7.7 billion in annual revenue.


<ul class="summary-bullets"><li>Based on Monday’s closing price, Qorvo has a market capitalization of $8.53 billion compared to Skyworks’ $11.3 billion.</li><li>Apple accounted for 63% of Skyworks’ revenue and 41% of Qorvo’s.&nbsp;</li><li>Last week, Mizuho analyst Vijay Rakesh downgraded shares of Skyworks and Qorvo to ‘Underweight’ from ‘Neutral.’</li></ul>&nbsp;Qorvo, Inc. (QRVO) shares climbed sharply in Tuesday’s early premarket session, reacting to a report that suggested a takeover interest from peer Skyworks Solutions, Inc. (SWKS).While&nbsp;<a href="https://stocktwits.com/symbol/QRVO">Qorvo stock</a> climbed 10.24% in premarket,&nbsp;<a href="https://stocktwits.com/symbol/SWKS">Skyworks stock</a> fell 1.6%.<h2 class="st-heading-2">The Qorvo Deal Rumor</h2>An Information&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/apple-supplier-skyworks-held-talks-buy-8-billion-rival-qorvo?utm_campaign=%5BREBRAND%5D+RTSU+-+Aut&amp;utm_content=1109&amp;utm_medium=email&amp;utm_source=cio&amp;utm_term=129">report,</a> citing people familiar with the matter, stated that Skyworks held talks in recent months to buy Qorvo. Both companies have recently warned that sales to their biggest customer — Apple — have weakened. Other rivals were winning business, it added.It wasn’t yet clear whether the struggling Apple suppliers had clinched an agreement.Based on Monday’s closing price, Qorvo has a market capitalization of $8.53 billion compared to Skyworks’ $11.3 billion.Skyworks and Qorvo are manufacturers of high-performance analog and mixed-signal semiconductors. According to Koyfin's transcripts of the latest earnings calls for these companies, Apple accounted for 63% of Skyworks’ revenue and 41% of Qorvo’s. Qorvo’s primary end markets included automotive, consumer, defense &amp; aerospace, industrial &amp; enterprise, infrastructure, and mobile.<h2 class="st-heading-2">What Retail Feels About M&amp;A Rumor</h2>On Stocktwits, retail sentiment toward Qorvo stock improved to ‘bullish’ by early Tuesday, from ‘neutral’ a day ago. The message volume also perked up to ‘high’ levels. Meanwhile, sentiment toward the Skyworks stock remained ‘neutral’ but the message volume declined to ‘low’ levels.Last week, Mizuho analyst Vijay Rakesh&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/skyworks-qorvo-downgraded-to-sell-on-macro-lackluster-i-phone-shipments/ch6CiGtR3oS">downgraded shares&nbsp;</a>of Skyworks and Qorvo to ‘Underweight’ from ‘Neutral.’Mizuho’s Rakesh attributed his downbeat opinion to a tougher macro backdrop and limited stock-moving catalysts for radio-frequency and handsets. The analyst expects 2026 iPhone unit shipments to decline 7% year over year (YoY) following a strong 2025 performance. He also expects the new foldable iPhone with high selling prices to delay upgrades, impacting both Skyworks and Qorvo.More clarity on the fundamental outlook for these companies could emerge when Apple reports quarterly results on Oct. 30. While Qorvo is scheduled to announce its September quarter results after the market closes on Nov. 3, Skyworks is due to report a day later.For the year-to-date period, QRVO stock has gained about 32%, while SWKS shares have lost about 12%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-wobble-after-3-day-rally/cLGjeSpR3uz">&nbsp;</a><a href="https://stocktwits.com/news-articles/markets/equity/fed-decision-nears-as-markets-bet-on-jerome-powell-holding-the-line/cLGjaGDR3Hc">Fed Decision Nears As Markets Bet On Jerome Powell Holding The Line At October Meeting</a>

The technician laying CPU in the motherboard socket.

Apple Supplier Qorvo’s Stock Jumps Over 10% In Premarket, Here’s Why

Apple accounted for 63% of Skyworks’ revenue and 41% of Qorvo’s. 

Ahead of Apple’s quarterly results, the shares of two of its suppliers received bearish recommendations from analysts.&nbsp;Mizuho analyst Vijay Rakesh downgraded shares of Skyworks Solutions, Inc. (SWKS) and Qorvo, Inc. (Qorvo) from ‘Neutral’ to ‘Underweight,’ the summary of the notes carried by the Fly showed. The analyst also cut the price target for Skyworks stock to $60 from $70, and that for Qorvo to $75 from $87. The new price targets imply downside potential of 20.3% and 18.6%, respectively, for the stocks, from their respective closing prices on Friday.Reacting to the downgrades,&nbsp;<a href="https://stocktwits.com/symbol/SWKS">Skyworks stock</a> fell 2.60% to $73.36 in overnight trading, according to Yahoo Finance, while <a href="https://stocktwits.com/symbol/QRVO">Qorvo stock</a> slipped 2.15% to $90.15.Irvine, California-based Skyworks and Qorvo are manufacturers of high-performance analog and mixed-signal semiconductors. According to transcripts of the latest earnings call of these companies provided by Koyfin, Apple accounted for 63% of Skyworks’ revenue and 41% of Qorvo’s. Qorvo’s primary end markets included automotive, consumer, defense &amp; aerospace, industrial &amp; enterprise, infrastructure and mobile.Mizuho’s Rakesh attributed his downbeat opinion to a tougher macro backdrop and limited stock-moving catalysts for radio-frequency and handsets. The analyst expects 2026 iPhone unit shipments to decline 7% year-over-year (YoY) following a positive performance in 2025. He also expects the new foldable iPhone with high selling prices to delay upgrades, impacting both Skyworks and Qorvo.Mizuho also flagged China headwinds for these companies as subsidies fade into 2026. More clarity on the fundamental outlook for these companies could emerge when Apple&nbsp;reports quarterly results on Oct. 30.On Stocktwits, retail sentiment toward Skyworks stock remained ‘bullish,’ although the reaction to the downgrade hasn’t been fully captured yet. The message volume on the stream increased slightly to ‘normal’ levels. Retail mood toward Qorvo remained ‘neutral,’ with the message volume at a ‘low’ level.For the year-to-date period, Skyworks stock has lost 12.5%, while Qorvo stock has jumped 32%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/activist-investor-turns-up-heat-on-cooper-urges-bausch-lomb-merger-to-boost-returns-report/ch6CWJvR3oK">Activist Investor Turns Up Heat On Cooper, Urges Bausch + Lomb Merger To Boost Returns: Report</a>

The close up image of the CPU and Motherboard - stock photo

Apple Suppliers Skyworks, Qorvo Downgraded To Sell: Analyst Cites Tougher Macro Backdrop, Lackluster iPhone Shipments

According to transcripts of the latest earnings call of these companies provided by Koyfin, Apple accounted for 63% of Skyworks’ revenue and 41% of Qorvo’s.

Skyworks Introduces Expanded Wi-Fi 7 Portfolio with Next-Generation, High-Efficiency and High-Performance Front-End Modules and Filters

Skyworks Solutions, Inc. (Nasdaq: SWKS), a global leader in high-performance analog and mixed-signal semiconductors, today introduced the expansion of its Wi-Fi 7 portfolio. Skyworks new...

RF Industries Plunges 25% in a Month: Buy, Sell or Hold the Stock?

RFIL's shares have slid 24.6% this month, but strong backlog, rising margins, and growing adoption highlight a mixed outlook.


Zacks Industry Outlook Highlights Skyworks and RF Industries

RF chipmakers Skyworks and RF Industries gain from Wi-Fi 7, edge IoT, and EV demand, even as tariffs and weak end-markets pose challenges.

Skyworks Solutions, Inc. engages in the development, manufacture, and provision of analog and mixed-signal semiconductor products and solutions for applications including aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet, and wearables. Its products include amplifiers, attenuators, circulators, demodulators, detectors, diodes, directional couplers, front-end modules, hybrids, isolators, lighting and display solutions, mixers, modulators, optocouplers, opt isolators, phase shifters, synthesizers, power dividers and combiners, receivers, switches, and technical ceramics. The company was founded in 1962 and is headquartered in Irvine, CA.

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