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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 due to multiple partnerships and product announcements made at its GTC conference, including collaborations with Palantir, Uber, and Nokia, and a projected $500B in AI bookings. The community is buzzing about the implications of these deals for NVIDIA's growth and its role in the AI landscape. Also, NVIDIA will take a $1 billion stake in Nokia.

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 its involvement in several AI-related partnerships and infrastructure projects, particularly those involving Nvidia and the U.S. Department of Energy. The community is actively discussing Oracle's potential in the AI space, weighing it against concerns about debt and insider selling. Some believe Oracle is poised for significant growth, while others suggest it may be overvalued.

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

TSMC is trending due to anticipation of strong earnings, fueled by robust AI chip demand and potential revenue growth. Community discussions revolve around the company's key role in AI infrastructure and expectations for future performance. Several analysts are also weighing in, pointing to strong AI-related demand.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is trending due to numerous partnerships and product launches with NVIDIA, particularly regarding AI infrastructure and supercomputing solutions, leading to community excitement about future gains. The community is discussing when these partnerships will translate to significant financial benefits for the company. Despite a recent dip, investors are optimistic about SMCI's long-term potential in the expanding AI sector, especially with potential government contracts on the horizon.

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 ($BE) is surging due to a new $5B Brookfield deal to power AI data centers with clean energy, fueling excitement around the company's potential to capitalize on the growing energy demands of AI. Community members are debating whether the valuation is justified and if the narrative can translate into sustainable growth, while some anticipate a significant short squeeze given the high short interest.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is trending as the community debates the potential impact of prediction markets and recent news of an NBA gambling scandal on the stock. Some investors believe the stock is oversold and poised for a rebound, pointing to Cathie Wood's recent purchases and the company's acquisition of Railbird, a prediction market platform. Others express concern over increasing competition and potential regulatory headwinds, questioning the long-term outlook for DKNG.

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

Nokia ($NOK) is trending following news of a significant AI partnership and a $1 billion equity investment from NVIDIA, igniting excitement around its potential in the 5G and 6G space. The community is actively discussing new price targets and whether this marks a long-term turnaround for the company. Some are drawing parallels to past market trends and NVIDIA's previous investments, while others are weighing the potential for short squeezes.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group (LCID) is trending amid news of a collaboration with NVIDIA on Level 4 autonomous EVs and AI-driven manufacturing, sparking community discussion about the potential for increased autonomy and production efficiency.  While some investors are optimistic about the partnership and future investments from NVIDIA, others remain cautious, citing concerns about dilution and the timeline for new vehicle production. The stock's volatility and potential impact of this tech advancement on the luxury EV market are also being actively debated.

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's stock is trending amid discussions about its Q3 earnings, guidance, and potential impact from tariffs, with community sentiment split between those seeing a buying opportunity and those concerned about the company's future prospects. The stock's volatile price movement and comparison to sector peers like SEDG are also fueling conversation. Some investors are speculating on potential activist investor involvement or future catalysts like interest rate cuts.

Meet Mochi, the cutest IP on Base – Named after Coinbase CEO Brian Armstrong’s pet cat! Launched before Base’s main-net launch in August 2023, Mochi is a first mover on Base, and is committed to help Base and Coinbase is their mission to bring the next billion users onchain.   Mochi has already received a grant from Coinbase for its efforts to onboard new users and continues to release news and developments that see recognition from Coinbase and Base team members and the wider Base community.   Designed by the artist behind Pudgy Penguins, Antoine Mingo - Mochi’s IP has accrued billions of GIF views globally and gained a large non-crypto native following on social media platforms such as Instagram. Mochi’s mission is to become the most retail friendly IP on Base and position itself for the millions of retail investors being onboarded to Base in 2025 through Coinbase and Base’s efforts.   Join Mochi and the vibrant Mochi community in achieving this mission through weekly initiatives and many exciting developments yet to come and be a part of Base’s journey to becoming the largest onchain economy in crypto!

Mochi

MOCHI CRYPTO is gaining attention as the "sister cat" of TOSHI, with community members highlighting its potential for significant gains and a possible Coinbase listing. Some believe MOCHI complements TOSHI, while others suggest it offers better upside due to its lower market cap. The locked liquidity and community-driven momentum are also attracting investors looking for the next big meme coin on the Base chain.

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EU stocks poised for breakout as tariff fears ease: Barclays

Investing.com -- Easing tariff concerns could fuel a breakout in European equities after months of market stagnation, according to Barclays analysts. 

BofA on European earnings: Upside surprise to low expectations

Investing.com -- Second-quarter earnings for European companies have come in ahead of expectations, with financials and U.S.-exposed sectors leading the surprise, Bank of America (BofA) analysts said.

ECB policymakers face uphill battle for further rate cuts - Bloomberg

Investing.com -- European Central Bank policymakers advocating for additional interest rate reductions are facing resistance, according to a Bloomberg report citing people familiar with the matter.

EU said to plan 30% tariffs on $117 billion of US goods if Trump imposes levies

Investing.com -- The European Union is preparing to impose 30% tariffs on approximately €100 billion ($117 billion) worth of US goods if no deal is reached and if US President Donald Trump follows through on his threat to place that rate on most EU exports after August 1, according to a report from Bloomberg. 

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