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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending after reporting robust earnings and significantly raising its revenue guidance, with supporters celebrating a "historical breakout" driven by strong U.S. commercial and AI demand. However, the community remains divided, with skeptics highlighting the stock's elevated valuation and questioning the long-term sustainability of its growth trajectory.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending after announcing strategic acquisitions that more than double its power infrastructure capacity to 2.8 gigawatts, significantly expanding its footprint for AI and high-performance computing. The community is actively discussing this move as a strong validation of the company's pivot from traditional Bitcoin mining to a major AI infrastructure platform, with many anticipating a potential short squeeze.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending as it approaches its earnings report, fueling a polarized community debate between those who see deep undervaluation and strong fundamentals with aggressive buybacks, and an overwhelmingly bearish sentiment anticipating further declines regardless of results due to a challenging fintech narrative.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is trending as its stock has plummeted ahead of its Q4 earnings, fueling intense debate between frustrated investors demanding accountability from management and opportunistic buyers betting on a rebound, while the potential of its large user base and AR glasses remains a core talking point.

Rambus, Inc. engages in the provision of cutting-edge semiconductor and Internet Protocol products, spanning memory and interfaces to security, smart sensors and lighting. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in Sunnyvale, CA.

Rambus Inc.

Rambus (RMBS) is trending following its recent earnings report and Q1 guidance, which triggered a significant price drop and fueled a fierce bull-bear debate. Bulls perceive the downturn as an overreaction, highlighting solid results and the company's crucial role in the booming AI and data center memory sector, while bears argue the guidance was soft and the stock remains overvalued.

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 is experiencing a sharp decline, largely driven by its strong correlation with recent cryptocurrency market weakness and expectations of reduced prediction market activity. The community is actively discussing whether current oversold conditions present a buying opportunity or signal further downside ahead of upcoming new product reveals and earnings.

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 trending due to initial reports suggesting OpenAI's dissatisfaction with its chips and a stalled $100 billion investment, which sparked community debate and accusations of market manipulation before OpenAI's CEO publicly affirmed strong satisfaction and a long-term commitment to NVIDIA's AI technology.

Teradyne, Inc. engages in the development and sale of automatic test systems. It operates through the following business segments: Semiconductor Test, Robotics, and All Other. The Semiconductor Test segment designs, manufactures, and markets semiconductor test products and services. The Robotics segment includes operations related to the design, manufacturing, and marketing of collaborative robotic arms, autonomous mobile robots, and advanced robotic control software. The company was founded by Alexander V. d'Arbeloff and Nicholas DeWolf in 1960 and is headquartered in North Reading, MA.

Teradyne, Inc.

Teradyne is experiencing a significant surge after reporting strong Q4 earnings and providing upbeat Q1 guidance, which analysts attribute to robust demand for chip testing fueled by AI data center expansion. The community is actively discussing the stock's impressive move and AI-driven growth, though some express caution regarding its valuation following the sharp increase.

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 is trending due to its plan to raise up to $50 billion through a mix of debt and equity for AI and cloud infrastructure expansion, which has sharply divided community sentiment between those who see it as a strategic move to meet strong AI demand and those concerned about potential dilution, increasing debt, and the viability of its AI commitments.

The AES Corp. engages in the provision of power generation and utility services through its renewable and thermal generation facilities and distribution businesses. It operates through the following segments: U.S. and Utilities Strategic Business Unit (SBU), South America SBU, MCAC SBU, Eurasia SBU. The U.S. and Utilities SBU segment consists of facilities in the United States, Puerto Rico and El Salvador. The South America SBU segment covers Chile, Colombia, Argentina, and Brazil. The MCAC SBU segment refers to Mexico, Central America, and the Caribbean. The Eurasia SBU segment handles operations in Europe and Asia. The company was founded by Dennis W. Bakke and Roger W. Sant in 1981 and is headquartered in Arlington, VA.

AES Corp.

The AES Corporation is trending amid reports that BlackRock's Global Infrastructure Partners is nearing a $38 billion takeover, sparking intense investor debate over the potential acquisition price. The community is weighing AES's significant debt against its strategic position in renewable energy and battery storage, crucial for powering the surging demand from AI and data centers, with many suggesting its intrinsic value warrants a substantially higher offer.

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The Travelers Companies, Inc. $TRV Shares Bought by National Pension Service

National Pension Service increased its stake in The Travelers Companies, Inc. (NYSE:TRV - Free Report) by 1.8% in the third quarter, according to the company in its most recent disclosure with the...

Y Intercept Hong Kong Ltd Reduces Position in The Travelers Companies, Inc. $TRV

Y Intercept Hong Kong Ltd cut its holdings in shares of The Travelers Companies, Inc. (NYSE:TRV - Free Report) by 46.7% during the third quarter, according to its most recent disclosure with the...

Top Research Reports for Meta, Palantir and Amphenol

Today's Research Daily features new research reports on 16 major stocks, including Meta Platforms, Inc. (META), Palantir Technologies Inc. (PLTR) and Amphenol Corporation (APH), as well as a micro-cap stock, National Research Corp. (NRC).

HIG Posts Q4 Earnings Beat on Higher Premiums & Investment Income

Hartford posts Q4 2025 adjusted EPS of $4.06, beating estimates by 27.9% as improved combined ratios and higher investment income lift results

Selective Insurance 4Q Earnings Beat Estimates on Solid Underwriting

SIGI posts strong 4Q earnings with operating income up 59%, record NPW for 2025, improved combined ratio and higher investment income.

Travelers and National Trust Take Resilience Initiative to Los Angeles

The Travelers Companies, Inc. (NYSE: TRV) and the National Trust for Historic Preservation today announced the next step in their yearlong national preservation initiative, Travelers Across America...

Arthur J. Gallagher Q4 Earnings & Revenues Beat, Dividend Raised

AJG's fourth-quarter results reflect higher commissions, fees, supplemental revenues, improved EBITDAC and margin expansion in the Risk Management segment.

New York State Common Retirement Fund Lowers Position in The Travelers Companies, Inc. $TRV

New York State Common Retirement Fund decreased its position in shares of The Travelers Companies, Inc. (NYSE:TRV - Free Report) by 6.1% during the third quarter, according to its most recent 13F...

AXIS Capital Reports Q4 Earnings Growth Despite Higher Expenses

AXS posted a Q4 earnings beat as higher premiums and underwriting gains lifted results, helping offset weaker investment income and rising expenses

JSF Financial LLC Takes Position in The Travelers Companies, Inc. $TRV

JSF Financial LLC acquired a new position in shares of The Travelers Companies, Inc. (NYSE:TRV - Free Report) in the third quarter, according to its most recent disclosure with the Securities and...

The Travelers Cos., Inc. is a holding company, which engages in the provision of commercial and personal property and casualty insurance products and services. It operates through the following business segments: Business Insurance, Bond and Specialty Insurance, and Personal Insurance. The Business Insurance segment offers an array of property and casualty insurance, and insurance related services to its customers primarily in the U.S., as well as in Canada, the United Kingdom, the Republic of Ireland and throughout other parts of the world as a corporate member of Lloyd's. The Bond and Specialty Insurance segment includes surety, fidelity, management liability, professional liability, and other property and casualty coverage and related risk management services. The Personal Insurance segment is involved in a range of property and casualty insurance products and services covering individuals' personal risks, primarily in the U.S. and Canada. The company was founded in 1853 and is headquartered in New York, NY.

Travelers Companies Inc.

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What do you expect from $AMD earnings on Tuesday?

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$6.84	--	--	N/A
Q4 '25	$8.80	$11.13	26.50%	BEAT
Q3 '25	$6.39	$8.14	27.40%	BEAT
Q2 '25	$3.65	$6.51	78.29%	BEAT
Q1 '25	$0.79	$1.91	143.26%	BEAT

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