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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending strongly following a KeyBanc upgrade, positive reports on its 18A and 14A foundry progress with potential major client wins like Apple, and significant public endorsement from the US government highlighting domestic chip manufacturing. The community is buzzing about Intel's potential return to technological leadership and its role as a "National Champion" amid broader geopolitical shifts, with many anticipating substantial long-term growth driven by these strategic foundry advancements and government backing.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending with strong community anticipation for its pivotal role in next-generation AI data centers, leveraging advanced GaN and SiC power solutions for architectures like NVIDIA's 800V AI factory. This foundational technology, coupled with substantial short interest, is fueling speculation of a significant short squeeze and potential breakout, especially ahead of upcoming industry conference appearances.

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 following its confirmed partnership with Google to integrate Gemini AI into Siri, a development many in the community view as addressing prior concerns about its artificial intelligence strategy without incurring significant R&D expenses. This catalyst, coupled with recent reports highlighting strong iPhone market share and anticipation of upcoming earnings, is fueling broad discussions about the company's future trajectory after a period of price fluctuations.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices (AMD) is a hot topic following a significant analyst upgrade, underscoring its pivotal role in the burgeoning AI and data center sectors. The community is engaged in a lively debate, weighing AMD's strong long-term AI growth potential with its advanced GPU and EPYC offerings against short-term price movements and competitive landscape considerations.

Travere Therapeutics, Inc. is a biopharmaceutical company. It engages in the identification, development, commercialization, and distribution of therapies to people living with rare diseases. The firm's products include Chenodal, Cholbam, and Thiola. The company was founded by Martin Shkreli on February 7, 2008 and is headquartered in San Diego, CA.

Travere Therapeutics Inc

Travere Therapeutics is trending following news that the FDA requested additional information to characterize the clinical benefit of FILSPARI for its Focal Segmental Glomerulosclerosis (FSGS) approval, triggering a significant market sell-off. The community is sharply divided, with many anticipating a Complete Response Letter (CRL) and noting recent insider selling as a red flag, while others view the dramatic dip as an overreaction, highlighting FILSPARI's existing success and the high unmet medical need in FSGS.

Albemarle Corp. engages in the development, manufacture, and marketing of chemicals for consumer electronics, petroleum refining, utilities, packaging, construction, transportation, pharmaceuticals, crop production, food-safety, and custom chemistry services. It operates through the following segments: Energy Storage, Specialties, Ketjen, and All Other. The Energy Storage segment develops and manufactures a broad range of basic lithium compounds, including lithium carbonate, lithium hydroxide, and lithium chloride. The Specialties segment focuses on optimizing a portfolio of bromine and specialized lithium solutions. The Ketjen segment consists of clean fuels technologies, fluidized catalytic cracking catalysts and additives, and performance catalyst solutions, which is primarily composed of organometallics and curatives. The All Other segment refers only to the FCS business that did not fit into any of the company’s core businesses. The company was founded in 1993 and is headquartered in Charlotte, NC.

Albemarle Corp.

Albemarle Corp

Albemarle is experiencing a powerful surge driven by a significant rebound in lithium prices and heightened demand from the EV and energy storage sectors. Recent analyst upgrades and speculation about potential government backing for domestic critical mineral producers amid evolving trade policies are fueling widespread bullish sentiment and discussions about a major market 'regime shift'.

NANO Nuclear Energy, Inc. is a microreactor and nuclear technology company, which provides supply energy services. Its products in technical development are ZEUS, a solid core battery reactor, and ODIN, a low-pressure coolant reactor. The company is founded by Jiang Yu in February, 2022 and is headquartered in New York, NY.

Nano Nuclear Energy Inc.

Nano Nuclear Energy is actively discussed amidst a burgeoning nuclear sector, fueled by urgent AI data center power demands and favorable regulatory tailwinds. The company is trending following recent milestones, including a federal lawsuit dismissal, acquisition news, commencement of drilling for its KRONOS microreactor, and substantial institutional investment, though community debate on its valuation and dilution persists. Investors are closely watching its progress in developing microreactors to address the critical need for clean, reliable energy solutions.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Zevra Therapeutics is trending amid the recent departure of its CFO and a judge's ruling favoring Commave in a patent dispute, sparking community debate over potential financial implications. These executive changes, alongside scrutiny over recent earnings and an expanded access agreement for MIPLYFFA, are fueling intense speculation about an imminent buyout and renewed criticism of management's shareholder value efforts. Investors are closely watching for European commercialization and how ongoing litigation will impact the company's rare disease pipeline.

Synopsys, Inc. engages in the provision of electronic design automation (EDA) software that engineers use to design and test integrated circuits (ICs). It also offers semiconductor intellectual property (IP) products. It operates through the following segments: Design Automation, Design IP, and Software Integrity. The Design Automation segment includes silicon design, verification products and services, system integration products and services, digital, custom, and FPGA IC design software, verification software and hardware products, and manufacturing software products. The Software Integrity segment includes a solution for building security and compliance testing into the customers' software development lifecycle and supply chain. The company was founded by Aart J. de Geus, Bill Krieger, Dave Gregory, and Rick Rudell in December 1986 and is headquartered in Sunnyvale, CA.

Synopsys, Inc.

Synopsys Inc

Synopsys is actively discussed after Nvidia's substantial equity investment and an expanded partnership aimed at AI-driven chip design, which some view as a strong endorsement. However, this bullish momentum is tempered by recent analyst downgrades citing shifts in the chip industry and concerns regarding its IP business. The community is weighing these opposing views as the company continues to play a pivotal role in the semiconductor sector.

Bright Minds Biosciences, Inc. is a biotechnology company, which engages in the development of therapeutics. The company was founded by Ian B. McDonald and Alan P. Kozikowski on May 31, 2019 and is headquartered in Chicago, IL.

Bright Minds Biosciences Inc

Bright Minds Biosciences is trending due to positive Phase 2 clinical trial results for its BMB-101 epilepsy treatment, which demonstrated high efficacy and improved sleep. The community is actively discussing the drug's superior data, fueling speculation about a significant valuation increase and the potential for a short squeeze, especially given its history of rapid price movements.

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Currency ETFs to Watch as the Dollar Struggles

The dollar faces its worst first-half since the 1970s as looming Fed cuts and political uncertainty weigh heavily.

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Markets pulled back after reports that the DOJ opened a criminal investigation into Federal Reserve Chair Jerome Powell, raising concerns about central bank independence. With rate cuts, inflation, and political pressure all in focus, how do you think this standoff will impact markets in 2026?

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