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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 surging amid excitement around its AI technology, spurred by new partnerships with companies like Palantir and Uber and a projected $500 billion in revenue. Community members are actively discussing the potential for significant gains and the possibility of a 'melt-up' scenario, while also weighing concerns about valuation and market conditions. Some analysts are pointing to a potential trade deal with China and recent comments from Trump regarding NVIDIA's Blackwell chip as catalysts for further growth.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

GRRR is trending as the company increases its share buyback program amidst community discussion of potential SEC investigations into unusual trading patterns. Community members are debating the legitimacy of the company's contracts and the impact of potential revenue on future growth, as well as potential short squeezes. Some investors express frustration with the stock's performance despite seemingly positive news and potential catalysts.

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 is trending after news of a significant investment from Nvidia to collaborate on AI and 6G technology, sparking optimism about the company's future in telecommunications. The community is discussing potential price targets and whether this signals a long-term turnaround for the stock. Some are cautious, pointing out possible short-term pullbacks or dilution.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

KENDU is trending because of its strong, active community and real-world presence through various businesses and initiatives, like KENDU ENERGY and KENDU UNLEASHED. The community emphasizes building, onboarding, and spreading the word, with holders showcasing their conviction and promoting the brand across social media and IRL. Despite market volatility, the community's diamond-handed approach and continuous building efforts are fueling bullish sentiment.

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 following news of a major partnership with Brookfield to power AI data centers, driving optimism around its growth potential in the energy sector. Community discussions revolve around the deal's implications for revenue and profitability, as well as potential short squeezes given the stock's high short interest. Some express concerns about valuation, while others believe Bloom is well-positioned to capitalize on increasing energy demands for AI.

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 anticipate potentially positive earnings and forward guidance, with some highlighting its AI capabilities and a recent tie-up with Nvidia. The community is debating whether the stock's valuation is justified given its growth prospects in the AI and data analytics space. Some bulls are very optimistic about the stock reaching new highs, while bears express concerns about an overvalued stock price and potential disappointment.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as investors analyze potential market catalysts, including upcoming earnings reports from major tech companies and the Fed's interest rate decision, amid debates on whether the current AI-driven rally is sustainable. Community members are actively discussing market manipulation, potential pullbacks, and the impact of various economic factors. The overall sentiment is mixed, with some expressing concerns about overbought conditions, while others foresee further gains.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Canadian Solar is trending as investors discuss the potential for a short squeeze, driven by high short interest and optimism surrounding the company's position in the growing solar and battery storage markets. Community members are also weighing in on the valuation gap between CSIQ and its subsidiary, CSI Solar, listed on the Shanghai exchange, as well as potential impacts from trade rulings.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group (UNH) is trending amid discussions surrounding its earnings report and future outlook. While the company beat expectations, some investors express concern over rising medical costs and margin compression, while others highlight the long-term potential and reaffirm confidence in the stock, especially after the worst quarter in the history of the company is now in the past.

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 due to disappointing guidance despite a strong quarter, sparking concerns about future performance and profitability. The community is debating the impact of tariffs, potential management changes, and whether the dip represents a buying opportunity or a sign of deeper troubles for the solar sector. Some investors are comparing ENPH's situation to other solar stocks and discussing potential catalysts for a rebound, including AI-driven energy demand and possible acquisitions.

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<ul class="summary-bullets"><li>Choi Yun-birm, the Chair of Korea Zinc, has been invited to attend a meeting of the U.S. and South Korean business leaders in Gyeongju.</li><li>The South Korean firm agreed to invest $85 million in The Metals Company in June, which enabled it to acquire a 5% stake in the deep-sea mining firm.</li><li>The U.S. is looking to ramp up production of critical minerals to reduce its reliance on China.</li></ul>TMC stock drew bullish chatter late on Tuesday on Stocktwits after media reports said that the U.S. has invited Choi Yun-birm, the Chair of Korea Zinc, a strategic investor in the deep-sea mining firm, for a business roundtable on the sidelines of President Donald Trump’s visit to South Korea. &nbsp;According to South Korea’s Chosun Daily newspaper, citing government sources, U.S. Secretary of Commerce Howard <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.chosun.com/english/industry-en/2025/10/29/2FFI4XOMOVEXNMS3HCHRNU436E/">Lutnick will host</a> a summit of key U.S. and South Korean business leaders at the Gyeongju Arts Center at 5 p.m. local time on Wednesday on the sidelines of the Asia-Pacific Economic Cooperation summit. The other attendees include the chairs of Samsung Electronics, SK Group, Hyundai Motors, and LG Group.The report added that the meeting will be a reciprocal event after the U.S.-South Korea business roundtable organized after South Korean President Lee Jae-myung’s summit with Trump in Washington, D.C., last August. Back then, Korea Zinc signed a non-binding agreement to supply germanium to Lockheed Martin under a long-term contract starting in 2028.<h2 class="st-heading-2">What Is Retail Thinking?</h2>Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/TMC">TMC stock </a>was in the ‘bearish’ territory at the time of writing, amid recent declines spurred by the increased hopes of a trade deal between the U.S. and China.<figure class="image"><img style="aspect-ratio:795/99;" src="https://news.stocktwits-cdn.com/Oct_28_TMC_JPG_b5703f4c81.webp" alt="TMC’s Sentiment Meter and Message Volume as of 11:51 p.m. ET on Oct. 28, 2025 | Source: Stocktwits" width="795" height="99"><figcaption>TMC’s Sentiment Meter and Message Volume as of 11:51 p.m. ET on Oct. 28, 2025 | Source: Stocktwits</figcaption></figure>However, retail chatter indicated that the overall mood could change quickly.One retail trader hoped that the stock could hit $8 soon.<stembedurl>https://stocktwits.com/Prestor8/message/634082180</stembedurl>Another trader expected a positive development to be announced soon, possibly including regulatory approval or contracts with defense manufacturers.<stembedurl>https://stocktwits.com/Jordy23/message/634050491</stembedurl><h2 class="st-heading-2">Why Did Korea Zinc Become A TMC Shareholder?</h2>The South Korean firm agreed to invest $85 million in The Metals Company in June, which enabled it to acquire a 5% stake in the deep-sea mining firm. The Korean firm also obtained a bulk sample of nodule material from the seabed to test processing and refining pathways.“Korea Zinc is probably the only company outside of China that has the capability to take TMC USA’s materials and turn them into metal product formats required in the United States,” TMC CEO Gerard Baron said in June.The U.S. is looking to ramp up production of critical minerals to reduce its reliance on China, which has used them as a bargaining chip in trade negotiations. Trump also issued an executive order to expedite the approval process of deep-sea mining. TMC stock has jumped over sixfold this year.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-joby-aviation-stock-jump-over-7-after-hours/cLGZIIyR3vL">Why Did Joby Aviation Stock Jump Over 7% After-Hours?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Gerard Barron, Chairman and CEO of The Metals Company, in front of a ship.

TMC Stock Bulls Bet On Policy Tailwinds As US Reportedly Invites Korea Zinc Chair To Roundtable Amid Trump's Seoul Visit

The South Korean firm agreed to invest $85 million in The Metals Company in June, which enabled it to acquire a 5% stake in the deep-sea mining firm.

Equity

MP Materials to Participate in Upcoming Conferences

MP Materials Corp. (NYSE: MP) today announced that Ryan Corbett, Chief Financial Officer, will participate in the following conferences: Gabellis 49th Annual Automotive Symposium on Tuesday, November...

Daily market wrap: top stocks - Qualcomm, Keurig Dr Pepper, and Albemarle

Monday, October 27, 2025The Market was bullish today, with a new wave of fresh records in the three major indices.The S&P 500 was up 1.2% at closing, thanks to easing US-China trade tensions.The...

<ul class="summary-bullets"><li>U.S. Treasury Secretary Scott Bessent said on Sunday that Beijing is expected to delay the implementation of its licensing regime for rare earth minerals and magnets by a year.</li><li>China dominates over 90% of refined rare earth, which are used in a wide range of applications, ranging from semiconductors to missile defense systems.</li><li>Trump and Xi are scheduled to meet on Thursday to take the final call on a trade deal.</li></ul>Critical Minerals stocks fell in premarket trading on Monday after the U.S. and China agreed to a framework agreement of a trade deal, which eased some concerns about Chinese critical minerals exports.MP Materials fell 5.3%, Critical Metals stock slipped 8.5%, USA Rare Earth, Lithium Americas, and Trilogy Metals fell between 4.3% and 7%.<h2 class="st-heading-2">Beijing To Pause Rare Earth Export Restrictions, Bessent Says</h2>According to a Reuters News <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/bessent-says-china-delay-rare-earths-rules-by-year-buy-us-soybeans-2025-10-26/">report</a>, U.S. Treasury Secretary Scott Bessent said on Sunday that Beijing is expected to delay the implementation of its licensing regime for rare earth minerals and magnets by a year while the policy is reconsidered.China dominates over 90% of refined rare earth, which are used in a wide range of applications, ranging from semiconductors to missile defense systems. The latest dispute between the two countries began after China imposed export curbs on rare earths, especially to chipmakers and defense firms.Rare earths were part of a broader framework agreement between the two sides on the sidelines of an Association of Southeast Asian Nations meeting in Kuala Lumpur, Malaysia. &nbsp;“We are moving forward to the final details of the type of agreement that the leaders can review and decide if they want to conclude together,” Jamieson Greer, the United States trade representative, said to reporters, according to a New York Times report.While China’s top trade negotiator, Li Chenggang, described the talks between the two countries as “candid and in-depth discussions” on the trade deal, adding that the two sides had reached a “preliminary consensus.” Trump and Xi are scheduled to meet on Thursday to take the final call on a trade deal.<h2 class="st-heading-2">What Is Retail Thinking?</h2>Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/MP">MP Materials</a>, USA Rare Earth, and Lithium Americas moved to ‘bearish’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:797/96;" src="https://news.stocktwits-cdn.com/MP_Oct_27_JPG_ba13aaa1bf.webp" alt="MP’s Sentiment Meter and Message Volume as of 06:11 a.m. ET on Oct. 27, 2025 | Source: Stocktwits" width="797" height="96"><figcaption>MP’s Sentiment Meter and Message Volume as of 06:11 a.m. ET on Oct. 27, 2025 | Source: Stocktwits</figcaption></figure>However, some traders were looking to buy the dip, citing fundamentals. “I’m buying the dips. U.S. won’t depend on China regardless of trade deals. It would be fool[ish] of us to repeat the same mistake,” one trader said about MP stock.<stembedurl>https://stocktwits.com/qzz5013/message/633773893</stembedurl>“The core thesis for $USAR isn’t built on day-to-day politics — it’s built on structural demand, domestic policy momentum, and a longer-term shift toward U.S. mineral independence,” another user wrote.<stembedurl>https://stocktwits.com/SatuchusNakamoto/message/633772646</stembedurl><h2 class="st-heading-2">What Has The US Done To Navigate The Trade Restrictions?</h2>The White House has stepped up its efforts over the past months to increase domestic production of critical minerals. The U.S. has taken stakes in companies such as Lithium Americas, MP Materials, Critical Metals, and Trilogy Metals.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/argentina-focused-equities-rally-after-milei-s-crucial-election-victory/cLG0d52R3M9">Argentina-focused Equities Rally After Milei’s Crucial Election Victory — ‘That Was A Big Win,’ Trump Says</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, metal cubes representing rare earth elements stacked in a stepped formation in front of the national flag of China.

Critical Minerals Stocks Fall Premarket As US, China Near Trade Deal

China dominates over 90% of refined rare earth, which are used in a wide range of applications, ranging from semiconductors to missile defense systems.

Trump admin denies report it's seeking stakes in quantum computing firms amid China tech race

The Trump administration is not in talks to take equity stakes in U.S. quantum computing firms, the Commerce Department confirmed to FOX Business Thursday, pushing back on a Wall Street Journal...

MP vs. LYSDY: Which Non-China Rare-Earth Stock Has More Upside?

Lynas shines brighter than MP Materials as rare earth demand surges, backed by a stronger growth outlook and rising investor confidence.

"As If Millions Of Shorts Suddenly Cried Out In Terror": Trump Admin To Take Equity Stakes In Quantum Computing Firms

"As If Millions Of Shorts Suddenly Cried Out In Terror": Trump Admin To Take Equity Stakes In Quantum Computing Firms A few days ago, when we were looking at the rapidly growing list of companies...

What's Driving the Surge in Rare Earth Stocks

Here's what you need to know about critical materials, the latest front in the trade war.

UUUU's Donald Project Gains EFA Support: Will It Fast-Track Financing?

Energy Fuels secures EFA backing for up to A$80M in debt financing to advance the rare earth-rich Donald Project in Australia.

Ride the Rare Earth Stock's Trade Wave? 

The hottest trade of late hasn't been in AI, instead, stocks of companies that are engaged in the production or servicing of rare earth minerals and elements have taken the spotlight.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the Materials and Magnetics segments. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

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Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '25	-$0.17	--	--	N/A
Q2 '25	-$0.20	-$0.13	34.02%	BEAT
Q1 '25	-$0.13	-$0.12	10.00%	BEAT
Q4 '24	-$0.13	-$0.12	8.04%	BEAT
Q3 '24	-$0.13	-$0.12	5.71%	BEAT

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