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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 a mixed earnings report, with concerns arising from increased spending on AI infrastructure and rising debt despite strong cloud growth and a large backlog. Community discussions revolve around whether Oracle can effectively monetize its AI investments, with some questioning the long-term viability of its strategy, while others see a buying opportunity amid the selloff. The broader market is reacting, with some fearing a potential AI bubble burst.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending due to its low float and upcoming conference, where the company may share updates on its shift towards AI and high-performance computing. Community members are discussing potential short squeezes and high price targets, fueled by the company's expanding infrastructure and possible new contracts. Sentiment remains volatile, with traders closely monitoring key price levels and potential catalysts.

Rezolute, Inc. operates as a biopharmaceutical company, which engages in the development of drug therapies for patients with metabolic and orphan diseases. The firm's antibody therapy, ersodetug, is designed to treat all forms of hyperinsulinism. The company was founded by Nevan Charles Elam, Ho Young Huh, and Sankaram Mantripragada in March 2010 and is headquartered in Redwood City, CA.

Rezolute Inc

Rezolute Inc is trending as investors digest the implications of its failed Phase 3 trial for congenital hyperinsulinism, with discussions focusing on the company's remaining cash runway and potential strategic alternatives. The community is debating the stock's valuation relative to its cash reserves, with some speculating about a dead cat bounce or bottom fishing opportunities. Despite the setback, Rezolute's other assets and cash position are generating interest among some investors.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is trending as traders debate whether its S&P 500 inclusion justifies its high valuation, with some calling it a "scam" and others predicting further gains. Community discussions revolve around potential short squeezes, the influence of interest rate cuts, and concerns about the company's fundamentals versus market hype. Despite the debate, the stock's strong upward momentum has captured significant attention.

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 downwards amidst analyst downgrades, most recently from BofA and JP Morgan, with concerns stemming from slowing growth in branded checkout and a perceived lack of management confidence. The community is debating the impact of buybacks, the CEO's performance, and whether the stock is undervalued or a value trap. Some traders express frustration, while others see an opportunity for long-term gains if PayPal can turn things around.

AXIL Brands, Inc. engages in the manufacture, market, sale and distribution of hearing and audio enhancement, and protection products. It operates through the Hearing Enhancement and Protection, and Hair Care and Skin Care segments. The Hearing Enhancement and Protection segment includes ear buds, earmuffs, ear plugs, outdoor speakers, and ear care items. The Hair Care and Skin Care segment focuses on expanding its business-to-business salon sales through its network of domestic and international distributors. The company was founded on May 21, 2015 and is headquartered in Beverly Hills, CA.

AXIL Brands Inc.

AXIL Brands is trending following news of a national retail distribution agreement with Walmart, causing significant premarket gains. The community is actively discussing potential price targets and whether the stock can sustain its momentum, while also considering potential resistance levels. This development marks AXIL's largest retail placement, expanding access to its hearing protection products.

iRobot Corp. is a robot company, which engages in designing and building robots. The firm's products include robot vacuums and maps, and pool cleaners. It operates through Domestic and International geographical segments. The company was founded by Rodney Allen Brooks, Colin M. Angle, and Helen Greiner in August 1990 and is headquartered in Bedford, MA.

Irobot Corp

iRobot Corp

IRBT is trending due to speculation around a potential short squeeze, driven by high short interest and increasing borrow fees, as well as discussion of government support for domestic robotics. The community is debating potential price targets and whether the rally is sustainable, given the company's financial situation. Some traders are also pointing to the stock's low float as a catalyst for further gains.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending due to a recent debt refinancing announcement, sparking mixed reactions within the community. While some view the move as a strategic advantage for potential buyout negotiations and extended financial flexibility, others express concerns about higher interest rates and management's financial decisions. Community members are actively debating the implications of the refinancing on the company's future and potential acquisition prospects.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

TTD is trending as it approaches new lows, sparking discussions about its future and potential S&P 500 exclusion. The community is debating factors like competition from Amazon, tax-loss harvesting, and the CEO's performance amid the stock's significant year-to-date decline. Some investors see a buying opportunity, while others express concerns about the company's ability to compete and innovate.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe ($ADBE) is trending as analysts debate whether strong Q4 earnings and AI integration are enough to offset concerns about 2026 guidance and competition from firms like Figma. The community is discussing recent price target adjustments and whether the stock is currently undervalued, presenting a buying opportunity, or if it's a value trap due to broader market sentiment.

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Nvidia CEO Jensen Huang reportedly&nbsp;spoke to President Donald Trump on the strategic importance of ensuring Chinese developers use American technology rather than China’s own tech stack&nbsp;to convince him to approve the export of Nvidia’s H200 chips to China.U.S. Commerce Secretary Howard Lutnick&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/live-tv/">told</a> CNBC on Thursday that the two discussed the deal at least a dozen times before it was finalized. He explained that Huang’s central argument was around long-term U.S. advantage in artificial intelligence.&nbsp;<blockquote>“They talked about it a lot. More than a dozen times.”Howard Lutnick, U.S. Secretary of Commerce</blockquote><a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> fell as much as 1.4% in pre-market trading. On Stocktwits, retail sentiment around the AI bellwether trended in ‘bearish’ territory over the past day.<h2 class="st-heading-2">Keeping Talent On American Platforms</h2>The CEO reportedly told Trump that if Chinese developers become accustomed to domestic technology, they would gain expertise that could eventually challenge U.S. leadership. By contrast, requiring them to work on American systems would maintain leverage, ensuring that Chinese developers remain partially dependent on U.S. innovations.Get updates to this developing story directly on Stocktwits.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/paypal-faces-wall-street-pessimism-over-q4-slump-bofa-downgrades-stock/cLIxOKqREnX">PayPal Faces Growing Wall Street Pessimism Over Q4 Growth Slump – BofA Latest To Downgrade Stock</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump (L) invites Nvidia CEO Jensen Huang to speak in the Cross Hall of the White House during an event on "Investing in America" on April 30, 2025 in Washington, DC. (Photo by Andrew Harnik/Getty Images)

Nvidia CEO Reportedly Spoke To Trump On The Importance Of Keeping Chinese Developers On The American Tech Stack, Says Howard Lutnick

The Commerce Secretary told CNBC that the two met over a dozen times to discuss the possibly of exporting Nvidia’s H200 chips to China before making a decision.

Equity

The Commerce Secretary told CNBC that the two met over a dozen times to discuss the possibly of exporting Nvidia’s H200 chips to China before making a decision.


Should You Invest in the Technology Select Sector SPDR ETF (XLK)?

Fed Watch: Will Jerome Powell Goose the Stock Market?

Healthcare and Energy stocks have perked up ahead of this meeting--should investors favor defensive positioning going forward?

<ul class="summary-bullets"><li>Citi revised MU’s price target to $300, up from $275, and reiterated a ‘Buy’ rating, as per TheFly.</li><li>HSBC and Deutsche Bank also maintained a ‘Buy’ rating on the stock with price targets of $330 and $280, respectively.&nbsp;</li><li>Citi expects the company’s results and outlook to be significantly above consensus estimates in its upcoming quarterly results scheduled for December 17. &nbsp;</li></ul>Micron Technology (MU) became one of the top-trending tickers on Stocktwits on Wednesday morning following multiple price target hikes on Wall Street.&nbsp;According to TheFly, Citi raised its target on the memory and storage solutions designer to $300 from $275. The firm reiterated a ‘Buy’ rating on the stock, joining Deutsche Bank and HSBC in their bullish view.&nbsp;This week, HSBC initiated coverage of MU with a ‘Buy’ rating and $330 price target, while Deutsche Bank raised its target on the stock to $280 from $200 with a ‘Buy’ rating, as per TheFly.<h2 class="st-heading-2">What’s Driving The Price Hikes?</h2>While Citi noted that MU will benefit from the "unprecedented increases" in DRAM (Dynamic Random Access Memory) pricing, HSBC noted that the market is severely underestimating the impact of the DRAM commodity rally while also not factoring in the upside from eSSD market share gain, adding that it believes there is "plenty of room for further growth”.DRAM is a high-speed working memory deployed in devices like computers and servers to store and process data. It is critical to power the growing demand for AI and surging data center workloads. According to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.trendforce.com/news/2025/11/19/insights-memory-spot-price-update-ddr5-prices-up-307-since-september-as-module-costs-poised-to-surge/">latest TrendForce report,</a> spot prices of DRAM DDR5 2Gx8 chips soared by over 307% from September to November.&nbsp;Analysts are focusing on MU ahead of its quarterly report, scheduled for December 17. Citi said in its note that it expects the company’s results and outlook to be significantly above consensus estimates.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around MU jumped from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume remained at ‘normal’ levels.<figure class="image"><img style="aspect-ratio:1283/162;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_10_at_6_36_34_PM_png_6f5eaa0081.webp" alt="Retail sentiment is at 'neutral' and message volume is at 'normal'." width="1283" height="162"></figure>One user indicated their ‘bullish’ stance on the stock and predicted it could hit $300. MU shares were trading around $253 levels at the time of writing.&nbsp;<stembedurl>https://stocktwits.com/Tradingistheway/message/638703589</stembedurl>Micron Technology shares are up about 0.6% pre-market at the time of writing.&nbsp;<a href="https://stocktwits.com/symbol/MU">Shares of Micron Technology</a> are up over 189% year-to-date and have surged by over 257% in the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone held in a hand shows the logo of Micron Technology Inc. 

MU Stock In Spotlight Following Multiple Price Target Hikes – Citi Believes Micron Will Benefit From Unprecedented Increases In DRAM Pricing 

Micron Technology shares have surged over 189% in the past year amid the rally of dynamic random access memory chips.

Tech ETF XLK on Its Way for Longest Rally Since 2020: Here's How

XLK hits a multi-year streak, helped by semiconductor and software. ETFs like XSW and SMH may gain strength with strong growth outlooks.

SSgA Active Trust - State Street Technology Select Sector SPDR ETF

Bullish: S&P grinds higher

Choppy but up: buy dips

Sideways: fade the move

Bearish: this rally falls off

The Federal Reserve just announced a 0.25 percentage point interest rate cut at its December 10, 2025 meeting.​ Share your outlook on how the latest Federal Reserve interest rate cut will impact stocks and the S&P 500 over the next month.

How do you think today’s Fed rate cut impacts stocks over the next month?

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