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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 is trending after a strong earnings report, particularly driven by growth in AWS and positive sentiment around AI initiatives. The community is discussing upgraded price targets and the potential for continued gains, with some speculating about a run toward new all-time highs. Some believe Amazon is undervalued compared to peers.

Solana is a highly functional open source project that banks on blockchain technology’s permissionless nature to provide decentralized finance (DeFi) solutions. It is a layer 1 network that offers fast speeds and affordable costs. While the idea and initial work on the project began in 2017, Solana was officially launched in March 2020 by the Solana Foundation with headquarters in Geneva, Switzerland.

Solana

Solana is trending as discussions focus on its potential to revisit all-time highs, driven by expanding liquidity depth and positive sentiment. Community members are closely monitoring volume and wallet accumulation, with assets like WAGMI showing resilience. Some traders are pointing to accumulation patterns in related plays like UPRIGHT and awaiting a breakout.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

LUMN is trending due to recent earnings and new Private Connectivity Fabric deals, particularly a partnership with Palantir, which is fueling AI-driven interest. The community is weighing the impact of debt against potential growth, and assessing if the recent surge is sustainable or a short-term reaction. Discussions also involve potential partnerships with major players and the company's shift towards AI/fiber optics.

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 it approaches the $200 mark, fueled by AI hype and a recent partnership with NVIDIA. The community is debating the stock's valuation, potential for a stock split, and speculating on earnings outcomes, with both bullish and bearish sentiments present. Discussions also involve the company's role in government contracts and the broader AI landscape.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is trending as community members discuss recent earnings and its correlation to Bitcoin's price movements, with some highlighting a potential inclusion in the S&P 500. Bullish investors express optimism for a significant rise, while bears voice concerns about its business model and debt. Discussions also center on the company's digital credit instruments and their impact on retirement savings.

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 despite mixed sentiment following earnings, as the community debates whether positive guidance and a strong iPhone outlook outweigh concerns about declining sales in China. Bulls are hopeful for a continued rally, while bears point to the already high valuation and potential for a sell-off. Discussion also revolves around Apple's AI strategy relative to its tech peers.

NLS Pharmaceutics Ltd. is a clinical-stage biopharmaceutical company, which engages in the discovery and development of therapeutics for the treatment of neurobehavioral and neurocognitive disorders. Its product portfolio includes Quilience, a treatment for excessive daytime sleepiness and cataplexy associated with narcolepsy; and Nolazol, a treatment for attention deficit hyperactivity disorder. The company was founded by Ronald Hafner, Eric Konofal, and Alexander Zwyer on June 10, 2015 and is headquartered in Zurich, Switzerland.

NLS Pharmaceutics Ltd

NLS Pharmaceutics is trending due to its upcoming merger with Kadimastem, set to finalize with a ticker change to NCEL and a reverse stock split; however, the merger's implications and the stock's volatile price action are sparking mixed reactions within the investment community, with some anticipating a squeeze while others express concerns about dilution and the company's future prospects post-merger.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

Ardelyx is trending following news of raising its FY2025 revenue forecast for its flagship drug, IBSRELA, leading to community excitement and discussion about potential future growth. Community members are actively discussing the potential for a significant price increase and the possibility of upgrades from analysts. Despite some profit-taking, the overall sentiment appears optimistic, with many emphasizing the company's strong fundamentals and long-term potential.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. It provides online news services where users can select and rank web content. The firm also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit ($RDDT) is trending following its earnings report, with the community actively discussing the company's revenue growth and future potential. Bullish sentiment is fueled by analyst upgrades and strong forecasts, while some traders express caution, citing moderation challenges and a possible short squeeze. Discussions also involve the impact of AI-driven advertising and data licensing partnerships on Reddit's overall performance.

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the Platform and Devices segments. The Platform segment includes digital advertising and related services including the demand-side platform and content distribution services such as subscription and transaction revenue shares, media and entertainment promotional spending, the sale of premium subscriptions, and the sale of branded channel buttons on remote controls. The Devices segment is involved in the sale of streaming players, audio products, smart home products, and accessories that are sold through retailers and distributors, as well as directly to customers through the company’s website. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Roku Inc - Ordinary Shares - Class A

Roku Inc

Roku is trending as investors discuss the potential impact of recent news and partnerships, particularly the Amazon advertising deal, on future revenue. Community members are debating whether the stock can finally break through the \$100 resistance level, while analysts are weighing in with price target upgrades. Some traders express frustration over the stock's historical volatility and sensitivity to market fluctuations, but remain optimistic about its long-term prospects in the streaming landscape.

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Amazon & Apple Lift Sentiment, Nvidia Hopes to Sell China Blackwell Chips  The Opening Trade 10/31

US stock futures advanced after strong earnings from Amazon and Apple. Amazon surged 12% in premarket trading on its fastest cloud-unit growth in nearly three years, while Apple gained on a revenue...

Nvidia's Huang downplays concerns over selling AI chips to Beijing: It has 'plenty' of its own

"It's in the best interest of America to serve that China market. It's in the best interest of China to have the American technology," the Nvidia CEO said...

Futures Rebound Lifted By Strong Amazon, Apple Earnings

Futures Rebound Lifted By Strong Amazon, Apple Earnings US equity futures rebound from the Thursday drop, led by Mag 7. As of 8:00am ET, S&P futures are 0.8% higher and Nasdaq futures gain 1.2%, on...

<ul class="summary-bullets"><li>At the GTC conference in Washington, Huang disclosed that Nvidia has a $500 billion&nbsp;revenue backlog from Blackwell and Rubin through 2026.</li><li>U.S. President Donald Trump kept the issue of Blackwell chip out in the meeting with his Chinese&nbsp;counterpart, Xi Jinping.</li><li>The Blackwell models&nbsp;exceed the capabilities of Chinese alternatives from Huawei Technologies Co.</li></ul>NVIDIA Corp. (NVDA) Chief Executive Officer Jensen Huang has reportedly stated that he remains optimistic about eventually selling the company’s new Blackwell AI chips in China, despite no such plans currently being underway.&nbsp;Huang’s hopeful statement comes even as U.S. President Donald Trump kept the issue of Blackwell chip out in the meeting with his Chinese&nbsp;counterpart, Xi Jinping, earlier this week.<h2 class="st-heading-2">Why is the Blackwell Chip Sale Important?</h2>In his keynote address at the GTC conference in Washington, Huang disclosed that Nvidia has a $500 billion&nbsp;in Blackwell and Rubin revenue backlog through 2026. A green flag for China sales would mean a significant jump in the chip giant’s revenue backlog.&nbsp;Currently,&nbsp;H20 is Nvidia’s only approved product for China. The company has also developed a&nbsp;new chip, B30A, a watered-down version of its flagship B300, to qualify for export to the Chinese market.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> traded over 2% higher in Friday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:934/102;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_31_081337_png_7f8778647d.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Oct. 31, 2025 | Source: Stocktwits" width="934" height="102"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Oct. 31, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">New Generation of AI Power</h2>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-31/nvidia-still-hopes-to-sell-blackwell-chips-to-china-huang-says">report</a>, the Blackwell family represents Nvidia’s most advanced line of AI chips,&nbsp;which&nbsp;set the benchmark for training and running large language models, such as OpenAI’s ChatGPT.&nbsp;These chips outperform earlier models, which were restricted by U.S. export bans, and far exceed the capabilities of Chinese alternatives from Huawei Technologies Co.,&nbsp;as cited in the report.&nbsp;A nod for Blackwell’s sale to China would represent a major shift from the Trump administration’s existing export policy, which aims to block advanced AI technology from reaching key competitors.NVIDIA's stock has gained over 52% in the last 12 months.&nbsp;Also See:<a href="https://stocktwits.com/news-articles/markets/equity/etsy-names-kruti-patel-goyal-as-next-ceo-stock-slides-on-lower-sales-outlook/cLGZYvuR3w8">&nbsp;</a><a href="https://stocktwits.com/news-articles/markets/equity/why-did-castellum-stock-rocket-40-percent-premarket-today/cLGpCj2R3Uk">Castellum Lands Second-Largest Contract In History, Stock Rockets 40% In Pre-Market</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An illustration photo shows the NVIDIA LOGO displayed in a smartphone with the Blackwell AI logo in the background in Chongqing, China on June 11, 2025. 

Nvidia’s Jensen Huang Holds Out Hope For Blackwell Chip Sales To China: Why It Matters?

At the GTC conference in Washington, Huang disclosed that Nvidia has a $500 billion revenue backlog from Blackwell and Rubin through 2026.

Equity

Jensen Huang’s hopeful statement comes even as U.S. President Donald Trump kept the issue of Blackwell chip out in the meeting with his Chinese counterpart, Xi Jinping.


Mag-7 Earnings: Trick or Treat for ETF Investors?

Mag 7 earnings came in at mixed but AI momentum strong, which could prove to be a bullish setup for ETFs like MAGS, FNGS, MGK & XLG.

Amazon and Apple Results; Nvidia Hopes to Sell Blackwell Chips to China  Bloomberg Brief 10/31/2025

US equity futures rise as Amazon's results fueled a rebound in stocks with the company set for a $300 billion rally. Apple predicts a major sales surge during the holiday season after the release of...

Nvidia strikes bumper AI deals with Asia tech giants

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Nvidia CEO Jensen Huang says AI is in a 'virtuous cycle.' Here's what he means

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Apple & Amazon Buoy Expectations & Xi's Supply Chain Warning  Daybreak Europe 10/31/2025

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And...

Bull of the Day: Vertiv Holdings Co (VRT)

Wall Street loves picks-and-shovels artificial intelligence stock Vertiv Holdings Co (VRT). Investors still have a great chance to buy one of the best-in-class AI infrastructure stocks for long-term upside.

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.

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