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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 after delivering a strong quarterly earnings report that exceeded expectations, with management signaling accelerating AI demand and robust future growth. The results have fueled bullish sentiment among retail traders, who see the company as a key driver of the AI infrastructure buildout.

Abercrombie & Fitch Co. engages in the retail of apparel, personal care products, and accessories. The firm operates through following geographical segments: Americas, Europe, the Middle East and Africa (EMEA), and Asia-Pacific (APAC). Its brands include Abercrombie and Hollister. The company was founded by David Abercrombie in 1892 and is headquartered in New Albany, OH.

Abercrombie & Fitch Co. - Ordinary Shares - Class A

Abercrombie & Fitch Co.

Abercrombie & Fitch (ANF) is trending after a blowout Q2 earnings report and aggressive full-year guidance lift sparked a massive rally and short squeeze, with retail traders buzzing about the strength of the underlying business versus one-time tariff benefits. Analysts remain bullish on momentum, but some traders question the sustainability of the move given the retail environment.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is trending as traders react to the company's $600M ATM equity offering, with sentiment split between those viewing dilution as bearish and others seeing it as a necessary capital raise for growth. The broader AI and photonics sector context, including recent moves in peers like $LITE and $COHR, is also fueling the conversation.

Hyperliquid is a layer one (L1) blockchain best known for perpetual futures and spot trading. Beyond its flagship DEX trading platform, the ecosystem supports borrowing, lending, real world assets (RWAs), and a full-fledged Ethereum Virtual Machine (EVM), making it a leading force in decentralized finance (defi).   Just as electronic trading dramatically improved markets in the 2000s, Hyperliquid offers an opportunity for a massive technical upgrade of the existing financial system through a transparent, efficient, and resilient blockchain. HYPE is the native token of the Hyperliquid blockchain, with a maximum supply of 1 billion.

Hype

HYPE is trending as traders spotlight its record-breaking exchange volume and deflationary fee-burn model, framing it as a central player in a potential altcoin resurgence. The community's bullish sentiment is fueled by comparisons to early Bitcoin and Solana, with many viewing it as a superior bet amid growing institutional interest.

Sharplink, Inc. is an institutional-grade Ethereum treasury platform that provides public market investors with exposure to Ether. It operates through the following segments: ETH Treasury Management and Affiliate Marketing. The ETH Treasury Management segment focuses on the accumulation and active management of ETH as a long-term treasury asset. The Affiliate Marketing segment focuses on performance-based customer acquisition services for sportsbooks and online casino gaming operators worldwide. The company was founded in 2019 and is headquartered in Miami, FL.

Sharplink Inc.

SharpLink Gaming Ltd

The market is hyper-focused on SBET's persistent discount to its Ethereum-backed net asset value as the primary speculative driver, with the potential passage of the CLARITY Act seen as the key catalyst to close that gap. Bullish sentiment is tied to ETH momentum and possible short squeezes, though frustration over price lag and dilution remains a vocal undercurrent.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is trending as retail traders debate Michael Burry's reported pivot from Alibaba to JD, with bulls citing its low valuation relative to cash reserves and buyback potential. The community remains split, highlighting frustration over persistent underperformance and macro headwinds, while others see a potential turnaround ahead of anticipated China stimulus.

The Last Play is Crypto’s 401k.  RETIRE is more than a coin; it’s The Last Play. We are a community dedicated to breaking free from the grind and building true generational wealth. With RETIRE, our mission is simple yet profound: to provide a pathway to retire yourself and secure financial freedom for your bloodline. While others chase hype and trends, we’re focused on creating a legacy that lasts beyond the typical cycle. RETIRE is about making the one move that matters, with a vision for long-term value, freedom, and impact. This isn’t just a meme —it’s a purpose-driven commitment to building a legacy.

The Last Play

The token is gaining traction as a 'tokenized 401(k)' narrative, positioning itself as a community-driven alternative to traditional retirement funds. The discussion centers on its relatable mission of financial freedom and a dedicated community that promotes weekly 'DCA Fridays', contrasting with skepticism from some traders who view it as another speculative meme coin.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

WEN is under pressure after Reuters reported that Trian Fund Management has backed away from a potential take-private bid, citing performance and valuation concerns, a major blow to retail traders who had speculated on a buyout. The news has sparked a highly divided retail reaction, with some viewing the sharp drop as a dip-buying opportunity given high short interest, while others see the end of the takeover thesis. The stock had been rallying on those takeover hopes alongside a new CEO's turnaround plan, making the sudden reversal a significant narrative shift for the ticker.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

CRM is surging after-hours following a blowout Q2 earnings report that beat expectations, raised full-year guidance, and unveiled a strategic AI partnership with Anthropic called Claudeforce. Retail sentiment on Stocktwits has flipped from bearish to bullish as traders view this as a narrative-shifting moment for enterprise software, potentially ending the 'SaaSpocalypse' doom narrative and fueling a broader software sector rotation.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

MRVL is surging into its upcoming earnings report, driven by a major custom AI silicon deal with Google and a wave of bullish analyst price target hikes. Retail sentiment is highly charged, with bulls expecting an NVDA-style beat while bears warn of a potential sell-the-news reaction, making the AI infrastructure demand commentary the key focus.

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SPCX Stock Rises Overnight: Analyst Says Nvidia’s Results Reveal SpaceX’s Growing Hyperscaler Status 

Equity

Munster said SpaceX has effectively become a hyperscaler, citing 8 GW of AI capacity expected next year.

Another Major Russian Refinery Up In Flames As Diesel Nears Historic Highs

Another Major Russian Refinery Up In Flames As Diesel Nears Historic Highs

 On Wednesday Ukrainian forces struck a Wildberries facility deep inside of Russian territory for the second time this summer.

The warehouse in the central Tambov region city of Kotovsk was first targeted in...

Nvidia Beats Expectations On All Q2 Metrics And Estimates 70% Jump In FY28 Revenue —  NVDA Stock Gains 5% After-Hours

Jensen Huang said, “The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.”  

Billionaires Are Quietly Loading Up on Amazon While It Trades Like a Value Stock

Key PointsStanley Druckenmiller, Peter Thiel, Seth Klarman, and David Tepper all bought Amazon stock recently...

"This Is Crazy" - FTC Chair Responds To Soaring Chip Costs, Floats Possible Antitrust Action

"This Is Crazy" - FTC Chair Responds To Soaring Chip Costs, Floats Possible Antitrust Action

 We've covered soaring "chipflation" for months and the trend does not seem to be abating. Nvidia is reportedly informing its largest customers to expect price hikes of at least 15% for next...

MSFT, AMZN, GOOGL Reportedly In Revenue-Sharing Talks With China's Moonshot AI Over Kimi K3 Model

The Chinese startup is reportedly seeking as much as a 30% share of revenue generated from K3-related services.


Futures Flat Ahead Of Key PCE Report, Nvidia Earnings

Futures Flat Ahead Of Key PCE Report, Nvidia Earnings

 Stock futures are are flat and Treasuries slipped while oil stumbled heading into today's PCE report and NVDA earnings. As of 8:00am ET, S&P Futures are unchanged and Nasdaq futures drop 0.2% as?NVDA and MRVL both rise 0.2% with...

Zacks Investment Ideas feature highlights: SpaceX, Zoom, Salesforce, Amazon, Alphabet and SK Telecom 

SpaceX, Zoom, Salesforce, Amazon, Alphabet and SK Telecom have been highlighted in this Investment Ideas article.

From OpenAI To Google To Amazon: Nvidia’s Biggest Customers Are Becoming Its Biggest Rivals — The Custom Silicon Race Explained

As the AI boom enters its next phase, investors and analysts have increasingly begun asking if — and when — Nvidia’s growth supercycle could slow. 

Amazon.com vs. e.l.f. Beauty: Which High-Growth Consumer Stock Is a Better Investment in 2026?

Key PointsAmazon.com continues to dominate global e-commerce and cloud infrastructure while generating significant net income...

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 sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, 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.

Bearish Sentiment

Buying / putting cash to work

Selling / trimming positions

Doing nothing / waiting for the signing

The US-Iran MOU to end the war and reopen The Strait of Hormuz is set for a Friday signing and markets are popping on the headline. Are you deploying cash here, taking profits into strength, or waiting until we see ink on paper?

With the U.S. and Iran announcing a preliminary deal, what&#39;s your move today?

Stocktwits

With the U.S. and Iran announcing a preliminary deal, what's your move today?

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Amazon.com Inc

Amazon is significantly expanding its AI footprint by deploying 2 million additional GPUs and accelerating data center infrastructure builds.

Amazon's cloud unit is seeing record growth with a massive $496B backlog, reinforcing its status as a core engine for AI-driven revenue.

New initiatives like Project Tetromino use AI and robotics to dramatically increase package processing speeds in warehouse and delivery centers.

Traders are closely watching the tight trading range between 260 and 270, waiting for a breakout from recent consolidated movement.

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