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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 trending sharply upward ahead of its highly anticipated earnings report later today, with the community divided between strong bullish sentiment driven by massive AI demand and new product excitement, and cautious predictions of a "sell the news" event following the recent rally.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending amid a significant stock price decline, fueling community debate over broader software sector weakness and perceived threats from AI, contrasted by conviction from investors who highlight strong fundamentals, strategic AI pivots, and upcoming earnings as catalysts for a major rebound and short squeeze.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is experiencing a significant surge following a strong Q4 earnings report that exceeded expectations and showcased robust USDC adoption, fueling widespread discussion of a short squeeze and its long-term potential as a core financial infrastructure as stablecoin regulatory clarity is anticipated. However, a divided community also highlights concerns regarding its valuation and sustainability amid the rapid climb.

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 Semiconductor is trending following its recent earnings, which showed a revenue decline but emphasized a strategic pivot to high-power AI data centers with new GaN and SiC solutions. The community is actively discussing the technology's critical role in addressing AI's escalating energy demands, with significant anticipation for definitive, revenue-generating contracts from hyperscalers like NVIDIA.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is a top discussion point as the community anticipates an imminent ASCO GU data release and digests recent NCCN guideline updates for its ANKTIVA cancer immunotherapy. This comes amidst significant price volatility, which high-conviction longs see as a buying opportunity against a backdrop of heavy short interest, believing ANKTIVA is positioned to become a global standard of care.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is a hot topic following activist investor Jana Partners' reported stake and mixed Q4 earnings, with community sentiment sharply divided between those who see a "massively undervalued" fintech leader on the cusp of a turnaround and skeptics concerned about sector headwinds and debt. Discussions also center on aggressive call buying and ongoing insider accumulation as signs of potential future upside for the stock.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

A robust earnings report, featuring beats on revenue and earnings per share, alongside strong same-store sales and ambitious plans for new restaurant openings, is driving significant bullish sentiment for CAVA; the community is actively debating its potential for a short squeeze and sustained growth versus its high valuation compared to peers.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics is trending after its experimental Friedreich's ataxia treatment received FDA Breakthrough Therapy designation, with the agency open to accelerated approval using a novel biomarker. The community is buzzing with high price targets and buyout speculation, navigating discussions around potential future dilution and the drug's safety profile.

Oddity Tech Ltd. engages in the online retail sale of cosmetics and beauty products. Its products include lipsticks, makeup brushes, mascara, eyelash curlers, and makeup brush cleansers. The company was founded by Oran Holtzman and Shiran Holtzman-Erel on March 23, 2013 and is headquartered in Tel Aviv, Israel.

ODDITY Tech Ltd. - Ordinary Shares - Class A

ODDITY Tech is seeing a surge in conversation following its announcement of a $150 million share buyback program and raised Q2 guidance, which is fueling investor hopes for a short squeeze and a rebound from prior declines linked to an unexpected marketing glitch.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is trending after its latest earnings revealed impressive revenue growth, particularly in diagnostics, and a record total contract value with pharma partners for its AI-driven oncology platform. However, a wider net loss and anticipated slower revenue growth are sparking a debate among investors, with many seeing a buy-the-dip opportunity fueled by institutional interest and short-squeeze potential.

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Thoroughbred Financial Services LLC Acquires 9,958 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Thoroughbred Financial Services LLC raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 12.0% in the third quarter, according to the company in its most...

 ETFs to Buy as META-AMD Sign $100 Billion Worth AI Chip Deal

Meta's $100B AI chip deal with AMD is reshaping the AI race - here's why ETFs may be the smarter way to play the next wave of spending.

Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Ramirez Asset Management Inc.'s Largest Position

Ramirez Asset Management Inc. cut its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 31.2% in the third quarter, according to the company in its...

Jag Capital Management LLC Grows Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Jag Capital Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 22.7% during the 3rd quarter, according to its most recent...

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Lessened by Magellan Asset Management Ltd

Magellan Asset Management Ltd reduced its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 21.8% in the third quarter, according to its most recent disclosure...

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Clearstead Advisors LLC

Clearstead Advisors LLC reduced its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 25.5% during the 3rd quarter, according to the company in its most recent...

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Bradley Foster & Sargent Inc. CT

Bradley Foster & Sargent Inc. CT trimmed its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 4.7% in the third quarter, according to its most recent 13F filing...

The NVIDIA logo is displayed on a mobile phone. (Photo by Jonathan Raa/NurPhoto via Getty Images)

Nvidia Earnings Today Could Swing AI Trade: AMD, Intel, TSMC Among Stocks To Watch 

For Nvidia stock, earnings have historically triggered muted or negative reactions despite strong fundamentals.

Equity

For Nvidia stock, earnings have historically triggered muted or negative reactions despite strong fundamentals.


Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Receives Consensus Rating of "Buy" from Brokerages

Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Get Free Report) have been given a consensus rating of "Buy" by the fifteen ratings firms that are covering the firm, Marketbeat...

<ul class="summary-bullets"><li>Cook’s post-briefing remark comes just as Apple had begun to steady its relationship with the Donald Trump administration.</li><li>The NYT reports that Apple and other companies are beginning to test chip manufacturing in the U.S.</li><li>Apple announced Tuesday that it is moving production of some Mac Mini desktops from Asia to the U.S.</li></ul>The chief executives of Apple, Nvidia, Advanced Micro Devices and Qualcomm received a classified Central Intelligence Agency briefing in July 2023 on China’s potential plans to attack Taiwan by 2027, as part of a U.S. government effort to push them to reduce reliance on chips made in Taiwan, according to an investigative report by The New York Times.After the briefing by CIA director William Burns and director of national intelligence Avril Haines, Cook reportedly told officials afterward that he slept "with one eye open," according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/2026/02/24/technology/taiwan-china-chips-silicon-valley-tsmc.html">report</a>.<h2 class="st-heading-2">AAPL Steadying Boat With Trump</h2>The&nbsp;report about the remark emerges&nbsp;just as Apple&nbsp;has begun to steady its relationship with the Donald Trump administration.In May 2025, Trump openly rebuked Cook over Apple’s plan to shift iPhone manufacturing to India, saying, “I had a little problem with Tim Cook … I don’t want you building in India,” and urging Apple to produce more in the U.S. rather than in India or China. He even threatened to impose tariffs on foreign-made iPhones.In August, Cook met with Trump in the Oval Office and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-s-fresh-100-billion-us-manufacturing-bet-could-be-a-masterstroke/chrlYpwRd5u">committed</a> to investing $100 billion in U.S. manufacturing, which soothed relations. “They’re coming home,” Trump said about Apple at the time.Still, Apple and other Silicon Valley companies continue to rely heavily on TSMC, which produces around 90% of the world's most advanced chips, including all of Apple's custom silicon for iPhone, iPad, and Mac, according to&nbsp;the NYT.<h2 class="st-heading-2">U.S.’s Heavy Dependence On TSMC&nbsp;</h2>The NYT reported that a confidential 2022 study commissioned by the Semiconductor Industry Association warned that losing access to Taiwan’s chip supply could trigger the worst economic crisis since the Great Depression, slashing U.S. GDP by 11%.Apple Inc. and other firms were initially hesitant to commit to purchasing higher-cost chips from U.S. factories, but have recently begun moving in that direction, according to the report. Apple has reportedly also begun holding all-day engineering meetings with Intel to evaluate its manufacturing capabilities.Companies are also eyeing TSMC’s upcoming foundries in Arizona. The Taiwanese company has now committed to roughly $165 billion in U.S. investment, including land for at least five additional plants in Phoenix.<h2 class="st-heading-2">Retail’s View</h2>On Tuesday, Apple&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/apple-plans-manufacture-mac-mini-houston-wsj-reports-2026-02-24/">said</a> it would move some production of its Mac Mini desktop computer from Asia to the U.S., with a new manufacturing effort set to begin later this year at a facility in Houston.AAPL was among the top five trending tickers on Stocktwits early Wednesday. Although some retail traders&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/MikeTB/message/645804146">expected</a> the developments to lift Apple’s shares, the broader sentiment remained ‘bearish,’ unchanged since last Wednesday.<a href="https://stocktwits.com/symbol/AAPL">Apple shares</a> rose for a third straight session, gaining 4.4% in total, and have now turned positive for the year.&nbsp;&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/as-ibm-stock-rebounds-from-historic-selloff-analysts-downplay-anthropic-ai-threat-retail-bulls-pile-in/cZRUofbR46d">As IBM Stock Rebounds From Historic Selloff, Analysts Downplay Anthropic AI Threat: Retail Bulls Pile In</a>

Apple CEO Tim Cook looks on during an event with U.S. President Donald Trump in the Oval Office on August 6, 2025. (Photo by Win McNamee/Getty Images)

Apple CEO Tim Cook ‘Slept With One Eye Open’ After CIA Secret Brief About China Possibly Striking Taiwan: Report

CEOs of Apple and major chip-makers like Nvidia were briefed by the CIA in 2023 on intelligence indicating China could move to take over Taiwan in 2027, according to the NYT.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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