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GSI Technology, Inc. engages in the design, development and marketing of memory products primarily for the networking, and telecommunications markets. Its product includes Static Random Access Memory, or SRAM, which incorporated in networking and telecommunications equipment, such as routers, switches, wide area network infrastructure equipment, wireless base stations and network access equipment. It also offers services to the ongoing needs of the military, industrial, test and measurement equipment, automotive and medical markets for SRAMs .The company was founded by Lee-Lean Shu and Robert Yau in March 1995 and is headquartered in Sunnyvale, CA.

GSI Technology Inc

GSIT is trending due to positive news regarding its APU CIM architecture achieving GPU-class AI performance with significantly lower energy consumption, sparking community discussion about potential buyouts and comparisons to other AI and chip companies like NVDA. The community is actively debating whether the stock is primed for a short squeeze and discussing strategies to capture further upside. Some traders express concerns about potential dilution and the company's history, while others focus on the potential for long-term growth in the AI and edge computing sectors.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending as users report widespread platform outages, potentially linked to Amazon Web Services, sparking frustration and concerns about accessibility during trading. The community is debating the cause of the issues, with some questioning the reliability of the platform and others attributing it to broader internet service disruptions. Despite the technical difficulties, the stock price has shown surprising resilience, leading to discussions about market dynamics and potential manipulation.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

REPL is trending due to news of FDA acceptance of its Biologics License Application resubmission, sparking optimism and driving discussions around potential price targets. Community members are actively debating the company's future prospects, with some highlighting new price targets and potential breakouts, while others express skepticism and point to potential shorting opportunities. The stock's collaborations and setup are also being closely watched by traders.

Verastem, Inc. is a biopharmaceutical company, which engages in the development and commercialization of drugs for the treatment of cancer. The company was founded by Richard H. Aldrich, Michelle Dipp, Piyush Gupta, Satish Jindal, Eric S. Lander, Robert F. Weinberg, and Christoph H. Westphal on August 4, 2010 and is headquartered in Needham, MA.

Verastem Inc

Verastem ($VSTM) is trending as investors discuss the implications of new data, with some citing a strong response rate in lung cancer patients from a GenFleet study. While some view the sell-off as an overreaction or manipulation, others question the long-term impact and management's spending. The community is actively debating the data's significance and comparing it to competitors in the KRAS G12D space.

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 as analysts debate the achievability of its ambitious long-term growth targets outlined during its Analyst Day, specifically regarding revenue and AI infrastructure spending. The community is actively discussing whether AI infrastructure investments will impact profitability, and some are drawing comparisons to past optimistic guidance from the company. Overall, sentiment appears mixed as investors weigh the potential for future growth against possible short-term financial strain.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is trending as the company explores rare earth mineral production, potentially transforming it into a strategic metals player amid tightening export controls from China. This pivot is sparking discussions about the company's growth potential beyond steel, with some seeing it as a smart move while others question execution and debt. Community members are closely monitoring its Q3 earnings report to determine if it can meet expectations.

FLOKI is the utility token of the Floki Ecosystem. The Floki Ecosystem is a community-powered ecosystem that aims to give people control of their finances through four key utility offerings:  - The Valhalla NFT Metaverse Game. - The Floki University Crypto Education platform. - DeFi. - The FlokiPlaces NFT & Merchandise Marketplace.

Floki Token

Floki is trending as the community anticipates potential benefits from its recent listing on Robinhood. Discussions revolve around whether this listing will act as a catalyst for price appreciation, with some drawing comparisons to Dogecoin's earlier success, while others point to Floki's unique utility and deflationary mechanisms.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as the stock flirts with all-time highs, driven by positive sentiment around iPhone 17 sales and potential AI integration. Community discussions revolve around analyst upgrades, revenue projections, and the ongoing battle for AI talent with companies like Meta. Some investors express concerns about valuation and potential market corrections, while others remain bullish, anticipating a continued rally.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon's stock is trending due to a significant AWS outage impacting numerous websites and services, sparking concerns about the company's reliability and the internet's dependency on its cloud infrastructure. While some traders anticipate a dip due to potential customer refunds and reputational damage, others see the event as a reminder of AWS's central role in the digital economy, viewing it as a buying opportunity. Community discussions revolve around the outage's impact on various sectors and whether it will affect Amazon's upcoming earnings.

Celcuity, Inc. operates as a cellular analysis company. The company discovers new cancer sub-types and commercializing diagnostic tests designed to improve the clinical outcomes of cancer patients treated with targeted therapies. The firm's proprietary CELx diagnostic platform is the commercially ready technology that uses a patient's living tumor cells to identify the specific abnormal cellular process driving a patient's cancer and the targeted therapy that treats it. The company was founded by Brian F. Sullivan and Lance G. Laing in January 2012 and is headquartered in Minneapolis, MN.

Celcuity Inc

CELC is trending after Phase 3 trial results showed significant improvement in survival rates for HR+/HER2- breast cancer patients, leading to analyst upgrades and community excitement. Some traders are discussing potential buyout scenarios and the possibility of this therapy becoming the new standard of care. However, caution is also present as some community members point to potential dilution and the need for further catalysts.

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Blue Owl Capital Hires Greg Porteous to Lead Defined Contribution Retirement Solutions

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Blue Owl Capital's Packer: First Brands & Tricolor collapses were idiosyncratic, not broader risk

Craig Packer, co-president of Blue Owl Capital, joins CNBC's 'Money Movers' to discuss how investors should think about the collapse of First Brands and Tricolor, whether this has implications for...

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PayPal's Buy Now Pay Later Grows Fast: What Drives This Surge? 

PYPL's BNPL jumped with 20% volume growth in Q2 2025. Its new financing from Blue Owl, big merchant wins, and its higher order value remain encouraging.

PayPal Holdings Inc. (PYPL) on Wednesday announced a multi-year deal with Blue Owl Capital Inc. (OWL) to sell nearly $7 billion of its buy now, pay later (BNPL) receivables originated in the U.S.According to the company’s announcement, funds managed by Blue Owl will purchase these BNPL receivables as part of a two-year agreement. PayPal stated it will continue to be responsible for all customer-facing activities, including underwriting and servicing, associated with its U.S. Pay in four BNPL products.<a href="https://stocktwits.com/symbol/PYPL">PayPal shares</a> were up 1% in Wednesday’s pre-market trading, while&nbsp;<a href="https://stocktwits.com/symbol/OWL">Blue Owl’s shares</a> were up more than 2%. Retail sentiment around PayPal was in the ‘extremely bullish’ territory, while it was ‘neutral’ for Blue Owl.“This transaction reflects our disciplined approach to capital allocation. Partnering with Blue Owl helps support the growth of our Pay Later portfolio and gives us greater ability to invest in our strategic initiatives and innovation,” said Jamie Miller, Chief Financial &amp; Operating Officer of PayPal.PayPal clarified that the transaction has already been considered in the company’s third-quarter and full-year 2025 guidance for earnings per share (EPS). It launched BNPL services in 2020, while consumer financing has been a part of its portfolio since 2008. PayPal stated that it processed $33 billion of BNPL payment volume globally, representing an approximately 21% increase from 2023.The company stated that customers who use BNPL services have an average order value that is 80% higher than that of a standard transaction. PayPal’s “Pay in 4” offers consumers&nbsp;the ability to pay for eligible purchases over four interest-free payments in six weeks.<a href="https://stocktwits.com/symbol/PYPL">PYPL stock</a> is down 21% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/OWL">OWL stock</a> is down 20%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-futures-decline-as-jerome-powell-outlines-risks-ahead/chDK6sBR33E">Dow Futures Edge Lower As Investors Brace For Key Economic Data Releases This Week: BABA, MU, LAC, GM Among Stocks To Watch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of PayPal Holdings Inc. 

PayPal Enters Multi-Year Deal With Blue Owl Capital For Nearly $7 Billion Buy Now, Pay Later Receivables

PayPal stated it will continue to be responsible for all customer-facing activities, including underwriting and servicing, associated with its U.S. Pay in four BNPL products.

Equity

Jim Cramer on Friday said that the data center story will get a boost following two major deals by Meta Platforms Inc. (META) and SoftBank Group Corp. (SFTBY).In a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/1953782992494567535">post</a> on X, the ‘Mad Money’ host sounded optimistic about Meta’s $29 billion deal with Pacific Investment Management Co. and Blue Owl Capital Inc. (OWL), and SoftBank’s acquisition of Apple supplier Foxconn’s Ohio plant.<figure class="image"><img style="aspect-ratio:587/177;" src="https://news.stocktwits-cdn.com/Jim_Cramer_post_jpg_0ee9fb86f2.webp" alt="Jim Cramer's post on X" width="587" height="177"><figcaption>Jim Cramer's post on X | @jimcramer/X</figcaption></figure>Meta has chosen Pacific Investment Management and Blue Owl Capital to lead a $29 billion financing round for its data center expansion plans, according to a Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-08/meta-picks-pimco-blue-owl-for-29-billion-data-center-financing">report</a>.<a href="https://stocktwits.com/symbol/META">Meta’s shares</a> traded 0.05% higher in Friday’s pre-market session. Stocktwits data showed the retail sentiment around the company on the platform was in the ‘bearish’ territory.According to the report, Pimco is expected to lead a $26 billion debt financing round for Meta’s data expansion efforts in Louisiana. The remaining $3 billion fundraising would be through the equity route, but final details are not known yet.Earlier on Friday, Masayoshi Son-led SoftBank acquired Foxconn’s Ohio plant, according to a Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-08/softbank-buys-foxconn-s-ohio-plant-to-jumpstart-stargate-ai-push">report</a>, as the company looks to push its $500 billion Stargate data center project announced earlier this year with OpenAI and Oracle Corp. (ORCL).The Foxconn plant in question is an electric vehicle facility, and the deal is valued at $375 million, according to the report.In March, during Nvidia Corp.’s (NVDA) annual GTC&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://youtu.be/_waPvOwL9Z8">event</a>, CEO Jensen Huang said data center buildouts are expected to hit the $1 trillion mark by 2028.<a href="https://stocktwits.com/symbol/META">META’s stock</a> is up 30% year-to-date and 49% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-futures-rise-as-wall-street-focuses-on-earnings/chrn9aLRdEV">Dow Futures Rise As Investors Shift Focus To Earnings: FLY, XYZ, SOUN, TTD Among Stocks To Watch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Jim Cramer discusses Twitter Inc.'s (TWTR) initial public offering (IPO) on the floor of the NYSE. 

Jim Cramer Says SoftBank’s Acquisition Of Foxconn’s Ohio Plant, Meta’s $29 Billion Pimco Deal Will Boost Data Center Story

Meta has reportedly chosen Pacific Investment Management and Blue Owl Capital to lead a $29 billion financing round for its data center expansion plans.

Blue Owl Capital Inc. (OWL) Meets Q2 Earnings Estimates

Blue Owl Capital (OWL) delivered earnings and revenue surprises of 0.00% and +1.44%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

T. Rowe Price (TROW) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release

T. Rowe (TROW) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Blue Owl Capital Inc. (OWL) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Blue Owl Capital (OWL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Can Voya Tap Into New Growth Opportunities Through Blue Owl Alliance?

VOYA teams up with Blue Owl to bring private market strategies to retirement plans, aiming to boost diversification and long-term outcomes.

Blue Owl Capital, Inc. operates as an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions products. The company offers a platform of capital solutions to both middle market companies and large alternative asset managers. The company was founded by Doug Irving Ostrover, Michael Rees and Craig W.Packer in 2009 and is headquartered in New York, NY.

Blue Owl Capital Inc - Ordinary Shares - Class A

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