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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending with high anticipation ahead of its earnings report, as the community eagerly discusses whether its AI advancements like Gemini and strong cloud growth can deliver a market-saving beat amidst broader tech sector uncertainty, or if a 'sell the news' reaction is likely after its recent significant run.

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 heavily discussed ahead of its earnings report, with community sentiment divided between optimists highlighting its vast user base and potential for monetization amidst oversold conditions, and skeptics focusing on its consistent profitability challenges, intense competition, and management issues compounded by growing concerns over social media restrictions for minors.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending ahead of its upcoming earnings report, as the community debates whether its strong AI momentum with Gemini and Waymo will drive a market rally or if a "sell the news" reaction will trigger a broader tech sector pullback following its significant run.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is trending after its strong Q4 earnings were overshadowed by conservative Q1 guidance, particularly concerning AI chip sales to China, triggering a significant sell-off across the semiconductor sector. The community is divided between those buying the dip, seeing an overreaction given long-term AI demand, and others who view the guidance as a necessary reality check on high valuations.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is actively discussed after its strong financial report, with the community balancing optimism for its AI and automotive growth against concerns regarding guidance and persistent competitive pressures in the semiconductor market.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is the subject of intense investor conversation, grappling with concerns over its premium valuation and market reactions to guidance, even as its foundational technology is critical for advancing AI, robotics, and data center compute. The community is deeply split, with many highlighting its expanding "Physical AI" division and strategic position, while others remain skeptical about its near-term execution and market performance.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is trending following mixed earnings, where an EPS beat was overshadowed by slightly missed revenue and lowered guidance, causing a sharp decline in share price. The community is actively debating whether this presents an oversold buying opportunity or reflects ongoing concerns about growth and tariff impacts.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is surging amid heightened community discussion driven by Google's substantial capital expenditure, signaling strong demand for its AI infrastructure, and fresh speculation about a massive custom silicon deal with OpenAI, positioning it as a key beneficiary in the rapidly expanding AI sector.

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 the acquisition of two new strategic sites that more than double its digital and power capacity to 2.8 GW, significantly advancing its pivot into AI and high-performance computing. This transformative news is fueling community discussion about a potential short squeeze and a major re-valuation of the stock, with many expecting further decoupling from Bitcoin's performance.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is surging due to strong earnings and an elevated 2026 outlook, fueled by robust demand for its Mounjaro and Zepbound drugs, solidifying its competitive leadership in the rapidly expanding GLP-1 market. The community is actively discussing its sustained growth trajectory and strategic initiatives, including a major AI partnership.

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Summit Draws Frenzied Retail Chatter After Akeso Drug Shows Survival Benefit In Lung Cancer; Retail Sees More Upside

$SMMT $MRK $AKESF

https://stocktwits.com/news/equity/markets/summit-draws-frenzied-retail-chatter-after-akeso-drug-shows-survival-benefit-in-lung-cancer-retail-sees-more-upside/chsx8BdRdkg

Analysts at Bernstein called the survival data "a positive surprise," framing it as Akeso's biggest catalyst since the drug previously outperformed Merck's top-selling cancer therapy.