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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 experiencing a significant surge as investors cheer reports that the U.S. government has approved the sale of advanced H200 AI chips to major Chinese tech firms, effectively reopening a key revenue channel. The community is actively debating the stock's massive market valuation and geopolitical implications, with many traders leaning into a bullish momentum play leading up to next week's earnings.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending as investors react to a new deal for 200 jets from China, with the community actively debating whether the order size meets market expectations or represents a significant positive catalyst. Many traders are focused on the stock's volatility and the influence of geopolitical discussions between the U.S. and China on long-term production and order backlogs.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is rallying as a massive earnings beat and upward revenue guidance reinforce its status as a core infrastructure player in the AI semiconductor supercycle. The community is actively debating the company's long-term growth potential and durability of AI-driven capital expenditure, while traders closely monitor its role in enabling leading-edge logic, memory, and advanced packaging technologies.

Gemini Space Station, Inc. is a holding company, which offers a mobile and web based crypto asset exchange platform, proprietary wallet infrastructure and custody solutions, over-the-counter trading solutions tailored to institutions and professionals, a digital art auction platform, a proprietary United States dollar backed stablecoin, and a credit card product that offers crypto asset rewards on customer purchases. The company was founded by Tyler Winklevoss and Cameron Winklevoss in 2014 and is headquartered in New York, NY.

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

Gemini Space Station is rallying following a $100M strategic investment from the Winklevoss Capital Fund and better-than-expected quarterly earnings. Investors and the community are actively debating the stock's massive short squeeze potential, fueled by high short interest and renewed optimism regarding the broader crypto ecosystem's regulatory tailwinds.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is capturing investor attention as it progresses through FAA certification phases while maintaining a significant cash runway to support its commercialization timeline. The community is actively debating the company's competitive standing, focusing on its strategic partnerships with major aerospace and technology firms, and closely tracking management's progress toward achieving key piloted flight milestones.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as investors weigh the impending acquisition of Northern Data and its significant AI infrastructure assets against an upcoming earnings release. The community remains highly focused on the potential for a short squeeze, driven by high short interest and the company's shift toward becoming a sovereign AI and cloud compute powerhouse.

Elicio Therapeutics, Inc. is a clinical-stage biotechnology company, which engages in the development of cancer immunotherapies. It focuses on its Amphiphile platform for trafficking lymph nodes. The company was founded by Darrell Irvine in August 2011 and is headquartered in Boston, MA.

Elicio Therapeutics Inc.

Elicio Therapeutics Inc

Elicio Therapeutics is trending as investors focus on the company's proprietary AMP technology and upcoming data readouts for its lead cancer vaccine candidate, ELI-002, which targets KRAS-driven tumors. The community is actively debating the company's long-term potential as an acquisition target versus the risks associated with the clinical-stage biotech's capital requirements and the potential for future share dilution.

Asana, Inc. engages in the business of developing a work management platform that helps organizations orchestrate work from daily tasks to cross-functional strategic initiatives. The company was founded by Dustin Moskovitz and Justin Michael Rosenstein on December 16, 2008 and is headquartered in San Francisco, CA.

Asana Inc - Ordinary Shares - Class A

Asana Inc

Asana is seeing significant volatility as investors debate its long-term viability against AI-driven software competition, while ongoing aggressive insider buying by co-founder Dustin Moskovitz fuels speculation of a potential buyout or long-term value play. Community sentiment remains sharply divided between those viewing the stock as a distressed asset and others positioning for a sharp reversal driven by upcoming earnings catalysts and share buyback support.

ProShares Trust II - ProShares Ultra Bloomberg Crude Oil 2x Shares

ProShares Ultra Bloomberg Crude Oil

ProShares Ultra Bloomberg Crude Oil (UCO) is currently at the center of intense trading volume and community discourse as market participants react to extreme volatility and supply chain disruptions resulting from escalating U.S.-Iran hostilities in the Strait of Hormuz. Traders are actively debating whether the current price elevation is a sustainable reflection of physical market tightness or a tactical bubble fueled by geopolitical maneuvering and the potential for a swift diplomatic ceasefire.

Edesa Biotech, Inc. is a biopharmaceutical company, which focuses on acquisition, development, and commercialization of drug candidates for medical dermatology and respiratory diseases. Its clinical studies include EB05 for Acute Respiratory Distress Syndrome (ARDS), EB07 for systemic sclerosis (SSc), EB01 for chronic Allergic Contact Dermatitis (ACD), and EB06 for vitiligo. The company was founded by Pardeep Nijhawan on June 12, 2007 and is headquartered in Markham, Canada.

Edesa Biotech Inc

Edesa Biotech is trending as investors anticipate key clinical presentations at the upcoming ATS International Conference, with community discourse heavily focused on potential M&A activity and the impact of recent institutional accumulation on a tight float. Discussion is centered on the company's Phase 3 data for paridiprubart and speculation regarding strategic partnerships or buyouts amid high short-interest dynamics.

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<ul><li>Palantir CEO Alex Karp identified two AI markets - broad basic-use AI and a results-driven subset.</li><li>He said the subset capable of changing revenue, margins, or operational outcomes is Palantir’s focus.</li><li>He also warned that other countries cannot easily replicate U.S. advantages across the technology stack.</li></ul>Palantir (PLTR) CEO Alex Karp reportedly said on Thursday that while the overall AI market is large, only a fraction&nbsp;of it produces meaningful results, capable of driving revenue or margin improvements.&nbsp;“There are really two AI markets,” Karp said during an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://finance.yahoo.com/video/palantir-downstream-americas-success-ceo-143534800.html">interview</a> at Yahoo Finance Invest. “From Palantir's perspective, people using AI call it enhanced intelligence to do basic things, but things that are not sophisticated enough so that they would change your revenue or margins – that is a very large market.”<a href="http://stocktwits.com/symbol/PLTR">PLTR’s stock</a> fell 1.2% in pre-market trade amid broader weakness in the market. On Stocktwits, retail sentiment around the company remained in ‘bullish’ territory over the past day.&nbsp;<h2 class="st-heading-2">Two AI Markets –&nbsp; Hype Vs. Impact</h2>Karp differentiated between the “enhanced intelligence” applications that are widely discussed but often fail to move the needle, and the subset of AI that produces quantifiable results.&nbsp;“The part of the market that is weak… is in the institutional context,” he said. “The part of the market we’re in—where we can show results quickly and get paid—is expanding, and that part will dominate the rest of the institutional market.”According to him, this results-driven segment can rapidly influence business performance or battlefield outcomes, allowing organizations to capture value without restructuring or isolating operations for years.“While most developers are focused on supporting basic AI models, we intend to lead in applications that deliver measurable impact quickly,” Karp said. “The subset of the market we target is expanding and will dominate institutional AI adoption.”<h2 class="st-heading-2">Economic Strength Tied To National Security</h2>Karp also tied AI adoption to broader U.S. economic and strategic strength. He emphasized that America is uniquely positioned with dominance across the technology stack, which allows the country to leverage AI both commercially and militarily.“The ability to defend ourselves and grow our economy is tied to the same resources,” Karp said. “Our challenge is to grow GDP in a way that positively affects skilled workers—welders, truck drivers, engineers—while maintaining technological leadership globally.”He also warned that replicating the U.S. advantage would be difficult for other countries due to the country’s unique concentration of resources and talent. “Europe, for example, does not control any part of the stack as a dominant player,” Karp said. “Our role is to leverage what we have, not squander it.”Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/circle-stock-gains-after-jpmorgan-turns-bullish-cathie-woods-ark-invest-buys-the-dip/cLP9RYgRE3X">Circle Stock Gains Pre-Market After JPMorgan Turns Bullish, Cathie Wood’s Ark Invest Buys The Dip</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Alex Karp, CEO of Palantir Technologies, talks to members of the media at the Allen & Company Sun Valley Conference on July 10, 2025 in Sun Valley, Idaho. (Photo by Kevin Dietsch/Getty Images)

Palantir CEO Alex Karp Says There Are Two AI Markets And Only One ‘Actually Works’: Report 

Speaking at Yahoo Finance Invest, Karp said consumer-oriented AI may create hype without tangible benefits.

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