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Globalstar, Inc. engages in the provision of mobile satellite services. It offers voice and data communications services to the following markets: recreation and personal, government, public safety and disaster relief, oil and gas, maritime and fishing, natural resources, mining, and forestry, construction, utilities, and transportation. The company was founded in November 2003 and is headquartered in Covington, LA.

Globalstar Inc.

Globalstar Inc. is trending as investors react to reports of advanced acquisition talks with Amazon, sparking widespread community debate over whether the reported deal valuation reflects a fair price or a strategic floor for a bidding war. Shareholders are intensely focused on the potential impact of Apple's existing stake and the broader race for critical satellite spectrum, with many long-term investors holding out for a premium valuation well beyond current market levels.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors capitalize on massive AI infrastructure momentum, with the stock hitting all-time highs fueled by major hyperscaler partnerships and positive analyst revisions. The community is actively debating the stock's premium valuation and potential for further short squeezes, while many remain bullish on the long-term potential of its expanding data center network and AI-platform integration.

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 as investors debate whether the recent sharp sell-off presents a long-term entry point for its cloud and AI infrastructure buildout or a structural trap due to debt and valuation concerns. The community is actively discussing the stock's massive RPO backlog and potential for recovery versus ongoing price pressure that has left many holders significantly underwater.

Back in 2011, long before “crypto Twitter”, NFTs, or VC-backed chains existed, users of the BitcoinTalk forum came up with a new currency - not to launch a network, but to make fun of btc.... and so: The first memecoin/memecurrency was born.  On May 23, 2011, a Something Awful poster cracked, “Has anyone called them buttcoins yet?”. It was sophomoric and perfect. Within weeks the gag metastasized into Buttcoin.org, a parody blog that described a “peer to peer butt” economy while cataloging mining fiascos, exchange blowups, and MLM-adjacent “innovations”.

Buttcoin

Buttcoin is trending as a long-standing crypto parody project that originated in 2011, with the community actively highlighting its historical significance as the first memecoin. Investors are currently focused on its potential for long-term growth, citing the project's institutional-style supply locks and ongoing efforts to differentiate this official version from earlier, abandoned iterations.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing a massive rally driven by a structural shift in AI-driven NAND storage demand and the anticipation of its upcoming inclusion in the Nasdaq-100 index, which forces passive fund buying. The community remains sharply divided, with bulls pointing to fundamental AI infrastructure dominance and analysts raising price targets, while bears warn of a parabolic blow-off top and unsustainable institutional speculation.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

$IREN is currently navigating a period of high volatility and intense community debate as shareholders look for a decisive breakout fueled by the activation of its Sweetwater 1 facility and the potential for a significant hyperscaler deal. While some investors are concerned by dilution fears and the stock's relative lag compared to peers like $NBIS and $WULF, others remain bullish on its vertically integrated infrastructure and long-term potential in the high-performance compute market.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending as investors digest significant insider debt-to-equity conversions that have fortified the company's balance sheet and signaled executive confidence ahead of the upcoming Q4 earnings report. The community is actively discussing how this debt restructuring, combined with recent high-profile defense contract wins and the company's strategic position in the SpaceX and Anduril supply chains, may catalyze a potential short squeeze given the stock's elevated short interest.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is surging as investors double down on its role in providing scalable, clean fuel cell infrastructure for AI data centers struggling with grid capacity. The community is actively discussing the company's critical utility-scale partnerships and its ability to bypass power shortages, viewing the stock as a key beneficiary of the long-term energy infrastructure supercycle.

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 Mining Inc

Cipher Mining is trending as investors react to the company securing a new 15-year hyperscaler lease, fueling optimism around its pivot toward AI-ready data center infrastructure. While the community is debating the impact of management's decision to withhold specific financial terms and tenant details, many traders remain bullish, viewing the stock as an undervalued long-term play in the power-hungry AI sector.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending as the stock surges following high-profile infrastructure deals with Meta and Anthropic, triggering significant institutional options flow and a wave of analyst price target upgrades. While bulls point to the company's role as a critical AI compute backbone, market participants are actively debating the sustainability of its rapid expansion and the impact of continued capital raises on share valuation.

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Why Big Tech Stocks Are Powering Market Gains Again

Vertiv Holdings (VRT) surged more than 13% on Wednesday after the AI infrastructure firm raised its full-year guidance and signaled confidence in managing new tariffs under President Donald Trump’s trade policy.First-quarter (Q1) earnings came in at $0.64 per share, slightly above the $0.62 consensus estimate, according to Koyfin. Revenue for the quarter rose 24% year-over-year (YoY) to $2.04 billion, beating Wall Street’s $1.94 billion forecast. Organic net sales climbed 25%.The maker of power and cooling equipment for data centers said it now expects full-year 2025 revenue between $9.325 billion and $9.575 billion, up from its prior range of $9.125 billion to $9.275 billion.&nbsp;“We’re seeing accelerated scaling of AI deployments across the data center market,” said CEO Giordano Albertazzi. “Our partnership with Nvidia continues to place us at the heart of industrial-scale AI factory deployments.”He added that the updated forecast takes into account the anticipated impact of new U.S. tariffs, which have become a growing concern for manufacturers with global supply chains.“Although the tariff environment remains fluid, our goal is to significantly mitigate the effect of tariffs as we enter 2026,” he stated, adding that the company is working to mitigate the tariff impact through operational flexibility, a diversified manufacturing footprint, and commercial strategy shifts.The company said it continues to shift production to Mexico under the USMCA trade framework, and said only a single-digit percentage of its U.S. factory inputs currently come from China. Vertiv said it aims to have all U.S.-bound components manufactured in Mexico.Despite Wednesday’s rally,&nbsp;<a href="https://stocktwits.com/symbol/VRT">Vertiv’s stock</a> remains down more than 30% year-to-date, though it has held a 4% gain over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ge-vernova-cfo-sees-no-material-impact-from-trump-tariffs-on-outlook-q1-2025-earnings/chQmzXGRbgO">GE Vernova CFO Sees No ‘Material Impact’ From Trump Tariffs On Outlook – Stock Surges On Q1 2025 Earnings Beat</a>&nbsp;

In this photo illustration, the logo of Vertiv Holdings Co is displayed on a smartphone screen on April 20, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

Vertiv Stock Surges On Q1 Beat, Improved 2025 Outlook — CEO Says Trump Tariff Impact Will Be Mitigated By 2026

The company now expects full-year 2025 revenue between $9.325 billion and $9.575 billion, up from its prior guidance of $9.125 billion to $9.275 billion. 

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Is it time to abandon Magnificent 7 stocks? There's an ETF for that

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