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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 as it breaks $200, fueled by AI optimism and new partnerships announced at its conference. The community is buzzing about its potential to reach a $5 trillion market cap and how its advancements are impacting various sectors. Some are concerned about a potential bubble, while others highlight the company's dominance and future growth prospects in AI.

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 trending due to a recent partnership with Brookfield Asset Management focused on powering AI data centers, driving investor optimism. Community members are impressed with the company's execution and potential for further growth, with some expressing regret for not investing earlier. This positive sentiment contrasts with frustration around other companies in the sector, as investors see Bloom Energy as a key player in meeting the increasing energy demands of AI.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy ($ENPH) is trending amid discussions around its recent performance and future outlook, with the community focusing on poor guidance despite a massive beat. Concerns about management's communication and shareholder value are prominent, alongside debates on the impact of potential shifts in the solar sector. Some investors express frustration with the stock's performance compared to its peers, while others remain optimistic about its long-term potential in the growing energy market.

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 after reporting earnings, initiating a dividend, and announcing a partnership with OpenAI, though some investors are concerned about single-digit account growth and spending deceleration. The community is discussing whether this is a turning point for the stock after years of sideways trading, with some citing valuation metrics and buyback programs as reasons for optimism, while others believe it will continue to struggle. There's also considerable debate about whether the stock can hold its gains, especially with potential analyst downgrades looming.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

NVIDIA's significant investment in Nokia is fueling excitement around a new strategic partnership focused on AI-driven networking and 6G technology. Community members are discussing the potential for Nokia to become a key player in the AI telecom space and the possibility of future US investments. Some traders express long-term bullish sentiment, while others are wary of short-term volatility and potential profit-taking.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors anticipate upcoming earnings results and analyze its stake in OpenAI. The community is closely watching for cloud growth and AI contributions to revenue, with some analysts predicting a strong quarter. Discussions also highlight Microsoft's steady performance amidst market volatility and its potential for further upside.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending as investors discuss the potential impact of its growing partnership with Nvidia, particularly around AI, with some speculating about future market capitalization. Community members are debating the stock's valuation, with bullish investors citing long-term growth potential, while others point to high P/E ratios. Some are anticipating the upcoming earnings report and potential new deals with Poland and the US government.

Aurora Innovation, Inc. engages in the design and development of automobile hardware, software, and provision of data services. It offers the Aurora Driver which allows a vehicle to drive itself. The company was founded by Christopher Urmson, Sterling Anderson and James Andrew Bagnell in 2017 and is headquartered in Pittsburgh, PA.

Aurora Innovation Inc - Ordinary Shares - Class A

AUR is trending as investors discuss the company's progress in autonomous trucking, including service expansion and next-generation hardware development, highlighted in a recent investor presentation. Community members are focused on the potential for partnerships with tech giants like Nvidia or OpenAI. Bullish sentiment is building around the company's plans to deploy driverless trucks in 2026 and recent earnings beat.

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 investors discuss its generative AI offerings and potential partnerships with Google Cloud and OpenAI. Community members are weighing the company's AI strategy against competitors, with some expressing concerns about its stock performance and others anticipating a breakout due to its strong fundamentals and upcoming investor day.  Discussions also involve potential acquisitions and comparisons to other SaaS companies.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visa is trending as the community digests its earnings report, which beat expectations, although the stock is seeing mixed reactions. Discussions revolve around the company's cross-border volume growth and expansion into areas like AI and stablecoins. Some investors express frustration with the stock's price action despite positive financial results, while others see a buying opportunity.

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Cameco, Nuclear Names Soar After US Government Invests $80BN In Nuclear Reactors

Cameco, Nuclear Names Soar After US Government Invests $80BN In Nuclear Reactors WHAM: White House Asset Management strikes again. Back in May, immediately after Trump issued his "nuclear" order (a...

<ul class="summary-bullets"><li>Cameco and Brookfield Asset Management formed a strategic partnership with the U.S. Department of Commerce to expand Westinghouse’s nuclear reactor deployment.</li><li>The U.S. government plans to facilitate financing and approvals for new reactors, representing an investment of $80 billion.</li><li>Cameco shares surged over 14% in premarket trading, as investor sentiment turned bullish on the company’s nuclear growth prospects.</li></ul>Cameco Corp. (CCJ) announced on Tuesday that it has entered into a binding term sheet with Brookfield Asset Management and the U.S. Department of Commerce to create a strategic partnership aimed at expanding the deployment of Westinghouse Electric Company’s nuclear reactor technologies.&nbsp;The collaboration seeks to boost nuclear power generation capacity in the United States and strengthen the global nuclear supply chain.<h2 class="st-heading-2">Details Of The Agreement&nbsp;</h2>The partnership outlines plans for the U.S. government to support financing and facilitate approvals for the construction of new Westinghouse reactors within the country.&nbsp;<a href="https://stocktwits.com/symbol/CCJ">Cameco stock</a> traded over 14% higher in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume improved to ‘high’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:929/109;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_28_084734_png_b5c02a5984.webp" alt="CCJ’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Oct. 28, 2025 | Source: Stocktwits" width="929" height="109"><figcaption>CCJ’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Oct. 28, 2025 | Source: Stocktwits</figcaption></figure>The total investment is estimated&nbsp;at approximately $80 billion, which includes near-term funding for equipment with extended production timelines.&nbsp;<h2 class="st-heading-2">Revitalizing Nuclear Infrastructure</h2>Once operational, these reactors are expected to deliver secure, stable power to the American grid and to supply energy for data centers and artificial intelligence infrastructure.<blockquote>“This new partnership highlights the role that Westinghouse’s reactor technologies, based on fully designed, licensed and operating reactors, are expected to play in the planned expansion of nuclear capacity and diversification of global nuclear supply chains.”–Tim Gitzel, CEO, Cameco.</blockquote>The U.S. government will obtain a ‘Participation Interest’ that, once vested, gives it a 20% share of any cash distributions above $17.5 billion from Westinghouse. Cameco and Brookfield acquired Westinghouse in November 2023.Cameco stock has gained over 68% year-to-date and 57% in the last 12 months.&nbsp;Also See:<a href="https://stocktwits.com/news-articles/markets/equity/tera-wulf-stock-just-shot-up-8-today-why-is-fluidstack-partnership-drawing-investor-attention/cLGjLQBR3Hk">TeraWulf Stock Just Shot Up 8% Today: Why Is Fluidstack Partnership Drawing Investor Attention?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Cameco Corporation.

Cameco, Brookfield Team With US Government For $80B Nuclear Reactor Drive

Cameco and Brookfield Asset Management formed a strategic partnership with the U.S. Department of Commerce to expand Westinghouse’s nuclear reactor deployment.

Equity

United States Government, Brookfield and Cameco announce transformational partnership to deliver long-term value using Westinghouse nuclear reactor technology

Westinghouse Electric Company (Westinghouse), Cameco Corporation (Cameco) and Brookfield Asset Management (Brookfield) today announced that the United States Government (U.S. Government) has entered...

Cameco and Brookfield Establish Transformational Partnership With United States Government to Accelerate Deployment of Westinghouse Nuclear Reactors

Cameco Corporation (TSX: CCO; NYSE: CCJ) today announced that it, along with Brookfield Asset Management (Brookfield), has entered into a binding term sheet with the United States Department of...

Cameco (CCJ) Laps the Stock Market: Here's Why

In the closing of the recent trading day, Cameco (CCJ) stood at $88.13, denoting a +2.12% move from the preceding trading day.

Cameco (CCJ) Stock Moves -3.64%: What You Should Know

Cameco (CCJ) concluded the recent trading session at $82.77, signifying a -3.64% move from its prior day's close.

Wall Street Analysts See Cameco (CCJ) as a Buy: Should You Invest?

According to the average brokerage recommendation (ABR), one should invest in Cameco (CCJ). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

LEU vs. CCJ: Which Stock Has More Power for Growth Right Now?

As nuclear demand surges worldwide, Centrus Energy and Cameco stand out, but Centrus' HALEU edge makes it the brighter investment bet.

Can CCJ Meet Its FY25 Uranium Sales Target Amid Production Constraints?

Cameco projects 2025 uranium revenues of CAD 2.8-3.0B, driven by higher realized prices despite lower production from McArthur River.

Centrus Energy's Revenues Slip 2% in 1H25: Recovery Ahead?

LEU's 1H25 revenues dip 2% as weak uranium sales offset solid gains in its Technical segment.

Cameco Corp. engages in the provision of uranium. It operates through the Uranium and Fuel Services segments. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

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Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '25	$0.21	--	--	N/A
Q2 '25	$0.37	$0.51	37.88%	BEAT
Q1 '25	$0.13	$0.12	-12.01%	MISSED
Q4 '24	$0.22	$0.25	12.89%	BEAT
Q3 '24	$0.19	-$0.01	-103.85%	MISSED

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