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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 stronger-than-expected quarterly results and upbeat next-quarter outlook, supported by surging data-center and AI demand, sparked a rally and renewed optimism in semiconductors. Traders welcomed the results as evidence the AI trade remains strong, while others questioned the valuation and cash-flow outlook and warned of a possible sell-the-news reversal.

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 Micros strong quarterly results and raised sales outlook, attributed to robust AI-server demand, are driving attention. Bulls call the report a major beat and see the shares as undervalued, while others question the muted price reaction and point to margin pressure, negative operating cash flow, inventory growth, and lingering concerns about management credibility.

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 uncertainty is driving attention to DJT, with traders linking the shares move to expectations around the vote and debating whether Democratic gains would pressure the Trump-linked stock or a Republican showing could support it. Discussion is sharply divided, while the TAE Technologies merger and possible short covering appear as secondary themes.

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

Aristas quarterly results beat expectations and its forward outlook exceeded forecasts, driving a positive reaction. Traders view the results as support for AI data-center networking demand, though some remain wary of volatile post-earnings swings.

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

Astera Labs quarterly results beat expectations and its forward guidance came in stronger than anticipated, but the stocks volatile post-earnings reaction has fueled debate. Bulls point to accelerating AI-infrastructure demand, while skeptics argue the growth is already reflected in a premium valuation.

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

Trading is focused on the FDAs pending decision on Capricors deramiocel therapy for Duchenne muscular dystrophy, with traders debating the chances of approval and anticipating a possible short-covering run-up. Many are bullish on the upper-limb data and physician support, while others point to FDA advisory-panel concerns and the risk of a rejection; some also attribute recent strength to short covering or spillover from another biotech approval.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital is rebounding after a steep selloff, with traders pointing to a broader rally in AI-infrastructure and mining stocks and speculating about oversold conditions or short covering. The bullish reaction also draws on analyst support and the companys early HPC leasing progress, while skeptics view the move as a temporary bounce after a revenue miss and ongoing execution and financing concerns.

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

AMDs strong earnings and data-center outlook are dominating discussion, with traders treating the results as a read-through for AI-chip demand and a possible lift for Nvidia and the broader semiconductor sector. Bulls say the report supports continued AI spending, while bears point to NVDAs recent weakness, valuation and financing concerns, and election-related uncertainty.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas drew attention with quarterly results ahead of expectations and a stronger outlook, alongside its NVIDIA collaboration on an 800V AI data-center power board. Bulls see the results and AI-power opportunity as evidence of a growth pivot, while skeptics argue that design work has yet to translate into meaningful customer orders and revenue.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ousters third-quarter results are driving attention, with traders highlighting a revenue and EPS beat and continued growth, while debating whether ongoing losses and cash burn outweigh the operating progress. Reactions are mixed, with some buying the dip and others citing weak price action and broader pressure on growth stocks.

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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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