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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

AMDs quarterly results and forward guidance are the main focus, with traders debating whether data-center demand can offset concerns about PC demand and broader chip weakness after Intels cautious outlook. The community is split between hopes that a strong report could lift semiconductor stocks and fears that shares may fall even on a beat if guidance disappoints or market sentiment stays weak.

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

SMCI is drawing attention ahead of its quarterly earnings report, with traders weighing its favorable preliminary revenue and margin update against the need for confirmation, stronger forward guidance, and improved cash flow. Bulls expect a strong report to help the shares recover, while skeptics point to thin margins, cash burn, and lingering distrust of management, noting that the stock has remained weak despite the upbeat update.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Anticipation of the FDAs November 22 decision on Capricors Duchenne muscular dystrophy therapy deramiocel is driving attention, with traders debating whether its HOPE-3 upper-limb data could support approval and whether heavy short interest could amplify the move. Optimists point to physician support and recent FDA flexibility in another rare-disease case, while skeptics cite the negative advisory committee outcome and statistical concerns; approval remains uncertain.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Midterm-election outcomes are driving the discussion, with traders debating whether a Republican showing could support DJT or a Democratic blue wave could pressure the Trump-linked stock. Some point to election-related hopes and possible short covering behind the gains, while others expect a selloff and question the companys fundamentals.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Upcoming quarterly results and guidance are the main focus, with traders split over whether strong AI-data-center demand can overcome the stocks sharp pullback, valuation concerns, and broader semiconductor de-risking. Elevated options activity reflects expectations for a large post-earnings move, but direction is disputed.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include core, cognitive adjacencies, and cognitive networks. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista is drawing attention ahead of its quarterly earnings report, with traders positioning for a potentially sharp move after a steep pullback. Bulls expect AI and hyperscaler networking demand to support results, while skeptics worry about capex uncertainty and the stocks history of selling off after earnings.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingos post-earnings selloff is drawing attention after investors focused on softer-than-expected next-quarter revenue guidance despite solid results and accelerating daily-user growth. Bulls argue engagement and the long-term business remain strong, while bears question whether user growth can translate into revenue and justify the valuation amid AI competition concerns.

Madrigal Pharmaceuticals, Inc. engages in the development and commercialization of therapeutics for metabolic dysfunction-associated steatohepatitis. The company was founded by Rebecca A. Taub, Frederick Bernard Craves, and Edward Chiang on March 10, 2000 and is headquartered in West Conshohocken, PA.

Madrigal Pharmaceuticals Inc

Madrigals strong Q3 Rezdiffra growth and first profitable quarter are drawing attention as MDGL sells off sharply despite the results. Traders are divided over whether the decline reflects concerns about near-term profitability and commercial spending, or the reported whistleblower lawsuit; bulls emphasize continued patient and prescriber growth, while skeptics question the durability of profits and the drugs longer-term clinical evidence.

Toast, Inc. engages in the development and provision of consumer payment application for restaurants. It offers terminals, kiosk, guest facing display, and system accessories. The firm also offers point of sale, reporting and analytics, online ordering and delivery, and kitchen display system. The company was founded by Jonathan Grimm, Aman Narang, and Stephen J. Fredette in December 2011 and is headquartered in Boston, MA.

Toast Inc - Ordinary Shares - Class A

Toast Inc

Toasts quarterly report is driving attention: traders point to continued growth and raised full-year profit guidance, while noting an earnings-per-share miss against expectations. The community is split between optimism about the business and concern that the stock may sell off after results, as it has in past earnings periods.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers quarterly earnings beat and raised full-year outlook are driving discussion, but shares have slipped despite the results. Bulls point to growth in newer non-COVID products and cost cuts, while skeptics cite flat overall revenue, falling COVID sales, and looming patent expirations as reasons the report may not mark a durable turnaround.

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Why Is ORCL Stock Jumping Over 2.5% In Overnight Trading?

Equity

Tencent has reportedly signed a $7 billion, five-year cloud deal with Oracle.


Chinese Tech Giants Pivot Away From Gaming To Fuel Artificial Intelligence Race 

Alibaba, ByteDance, and Tencent are shedding noncore gaming and retail holdings to concentrate capital on data infrastructure and artificial general intelligence. 

NVDA Stock Hovers Near $6 Trillion Market Cap, US Reportedly Clears Path for AI Chip Sales to China

10 Chinese firms have been cleared to buy Nvidia’s H200 chips, according to a report from Reuters.

Why Did BIDU Stock Jump Nearly 5% After-Hours Today?

Baidu joins peers Alibaba and Tencent in enhancing shareholder returns.


China Tech Is Back — AI Boom Drives Hong Kong Stocks To Best Run In 8 Years

Mainland Chinese firms dominate the Hong Kong Stock Exchange.

Alibaba Cloud To Power NBA China Operations In Multi-Year Deal

Bagging a prominent American brand as a cloud customer marks a shift in the status quo amid U.S.-China tech tensions.


China's Top AI Bots From Alibaba, Tencent, Others Go Dark On Key Features During High-Stakes Gaokao Exam To Curb Cheating

Approximately 13.4 million students will take the “gaokao” between June 7 and 10.


Bearish Sentiment

<ul class="summary-bullets"><li>Tencent will lease Oracle data centers in Southeast Asia for five years and gain access to about 100,000 advanced AI chips, the Financial Times reported.</li><li>The $7 billion contract is said to be Tencent’s largest overseas cloud deal.</li><li>The deal could help Oracle diversify beyond OpenAI and ease concerns around its debt-fueled AI infrastructure expansion.</li></ul>Oracle Corp. (<a class="mention" data-mention="$ORCL" data-symbol-id="ORCL" href="https://stocktwits.com/symbol/ORCL" target="_blank">ORCL</a>) shares rose more than 2.5% in overnight trading late Wednesday after a report said Chinese tech giant Tencent has signed a $7 billion deal to lease Oracle’s data centers for artificial intelligence workloads.The social media and gaming group would lease multiple Oracle data centers in Southeast Asia for five years and gain access to about 100,000 advanced AI chips that are not available in China in a bid to further advance its AI models and agentic tools, The Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/8799b33d-f07c-4a03-82f0-bf5d3d1d29e9?syn-25a6b1a6=1">reported</a>, citing people familiar with the matter.The deal is reportedly Tencent’s largest overseas cloud deal to date, with the company set to pay Oracle 30% of the $7 billion contractual fee upfront.Oracle’s stock shot up on the trending list on Stocktwits after the report, although retail sentiment remained ‘bearish.’“<a class="mention" data-mention="$ORCL" data-symbol-id="ORCL" href="https://stocktwits.com/symbol/ORCL" target="_blank">$ORCL</a> news is not out to all folks. 7B dollars. it is validation more than dollar amount. Let’s go,” a trader&nbsp;<a href="https://stocktwits.com/Nevendhakal/message/665507422">posted</a>.Another&nbsp;<a href="https://stocktwits.com/JDKING/message/665507147">wrote</a>: “<a class="mention" data-mention="$ORCL" data-symbol-id="ORCL" href="https://stocktwits.com/symbol/ORCL" target="_blank">$ORCL</a> With earnings this strong and several major contracts signed back-to-back, if this thing still can’t rally 10% tomorrow, I honestly don’t know what the hell it takes.”<h2 class="st-heading-2">Chinese Tech Firm Look To Overseas Cloud Capacity&nbsp;</h2>A shortage of domestic computing capacity and tighter U.S. export controls have pushed Chinese tech groups to seek more computing power overseas. Such leases are allowed under current U.S. rules, according to FT, and could give companies access to Nvidia’s advanced processors that are not available in China.With the latest deal, Tencent is now joining ByteDance and Alibaba, which remain among the biggest data-center clients in Southeast Asia.Demand for overseas capacity has intensified recently because of U.S. restrictions. They have contributed to higher prices, longer lease terms and larger upfront payments for data-center deals, according to FT.<h2 class="st-heading-2">Confidence Boost For Oracle</h2>Although Oracle&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/orcl-stock-jumps-after-strong-q1-report-analyst-says-oracle-cloud-demand-is-growing-faster-than-aws-azure/cZtXRT5RJ6M">reported</a> strong revenue and profit growth in the first quarter and raised its fiscal 2027 forecast last month, concerns remain over its reliance on OpenAI, debt-fueled data center buildout and whether the company can successfully convert its enormous backlog into revenue.Last week, Oracle invoked a “force majeure” clause tied to Project Jupiter, its $165 billion AI data-center campus in New Mexico. The company reportedly sent a notice to the project’s developer, a unit of Blue Owl Capital (OWL), seeking protection from payments and other costs if the facility is delayed and fails to come online as planned in 2028. The move highlighted potential risks around the massive project and weighed on Oracle shares.<a href="https://stocktwits.com/symbol/ORCL">ORCL stock</a> declined 8% last month and is down nearly 30% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-accuses-kimi-operator-china-s-moonshot-ai-of-copying-ai-model-reasoning/cZDiqBPRBLq">OpenAI Accuses Kimi Operator China’s Moonshot AI Of Copying AI Model Reasoning</a>

In this photo illustration, the logo of Oracle Corporation is displayed on a smartphone screen, with the company's signature red branding visible in the background, on June 08, 2025, in Chongqing, China. 

Tencent has reportedly signed a $7 billion, five-year cloud deal with Oracle.

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