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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is trending as a significant analyst downgrade has intensified market debate around its valuation and future prospects. Many in the community are interpreting the price action as institutional maneuvering to acquire shares, citing the company's critical role in AI server infrastructure and rapid revenue expansion. Despite ongoing discussions about profitability and governance, investors are weighing SMCI's essential position in the AI sector.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending with strong community buzz fueled by a recent positive analyst rating and high short interest, igniting speculation of a potential squeeze. Investors are keenly anticipating announcements from the ongoing J.P. Morgan Healthcare Conference regarding new partnerships, strategic updates, and the broader application of its Matrix-M platform, amidst ongoing discussions about management performance.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath (PATH) is gaining significant attention for its strategic pivot to Agentic AI orchestration and recent inclusion in the S&P MidCap 400. Investors are actively debating the stock's volatility, often attributed to perceived manipulation and insider selling, while many view current price levels as a prime opportunity to accumulate shares, anticipating substantial long-term growth as a pure-play leader in the AI space.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is actively trending as it pivots from Reality Labs layoffs towards a massive AI infrastructure buildout, highlighted by new "Meta Compute" initiatives and significant nuclear energy deals to power future data centers. This strategic shift is fueling intense debate, with some investors bearish on current spending and predicting further declines, while others view the moves as a fundamental re-rating opportunity and an attractive dip to buy for long-term AI-driven growth.

Ambitions Enterprise Management Co. LLC operates as a travel agency. It provides event planning and management services. The firm also offers transportation, accommodations, meals, and guided tours or activities under convenient packages. The company was founded on October 26, 2023 and is headquartered in Dubai, United Arab Emirates.

Ambitions Enterprise Management Co LLC - Ordinary Shares - Class A

Ambitions Enterprise Management Co LLC

AHMA is experiencing significant momentum, driven by its extremely low public float as a recent IPO, sparking intense discussion about a potential short squeeze. The community is actively debating its trajectory, with many speculating on substantial price targets by drawing parallels to past low-float runners, while others urge caution regarding its high volatility. Amidst the speculative fervor, some traders are also highlighting the company's underlying business, focusing on its scalable energy solutions for the healthcare sector.

RYVYL Inc. is a financial technology company that develops software platforms and tools that are focused on providing global payment acceptance and disbursement capabilities. It offers an innovative payment platform-as-a-service that redefines global payment solutions, enabling seamless business-to-business, consumer-to-business, and peer-to-peer transactions worldwide. The company leverages advanced electronic payment technology to deliver seamless financial solutions across global markets. It operates through two geographical segments: North America and International. The company was founded on April 10, 2007 and is headquartered in San Diego, CA.

Ryvyl Inc

Ryvyl (RVYL) is experiencing intense community interest, primarily fueled by its impending merger with Roundtable to form a Web3 digital media platform with a Bitcoin treasury. The stock's notably low float and high short interest are driving widespread speculation of a significant short squeeze, with investors also closely watching progress on Nasdaq compliance and the resolution of prior litigation.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is heavily discussed following its pledge to bear the electricity costs for new AI data centers, a move seen by some as bullish for accelerating infrastructure growth. Despite this, community sentiment is sharply divided, with many lamenting the stock's recent underperformance compared to other major tech companies while others view current levels as a prime accumulation opportunity for its long-term AI and cloud dominance.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visa is trending amid political proposals for a 10% cap on credit card interest rates, sparking widespread debate about its potential impact. While some investors fear a significant stock decline, many in the community view this as an overreaction and a buying opportunity, emphasizing that Visa primarily profits from transaction fees and not direct interest charges. The broader discussion highlights Visa's robust global network and ongoing initiatives in digital payments and stablecoins as key long-term growth drivers.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is trending amid a mixed market reaction to its latest earnings, where strong financial results and robust future guidance are being overshadowed by a wave of analyst downgrades citing intensified AI competition. The community is sharply divided, with frustrated long-term investors questioning the market's bearish narrative and perceived manipulation, while others view the current valuation as a compelling buying opportunity for a fundamentally sound company actively leveraging AI and executing significant share buybacks.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan Chase is trending following its earnings report, which, despite surpassing expectations, led to a stock decline as investors focused on elevated expectations, a substantial reserve build for the Apple Card transfer, and broader credit market concerns. The community is actively debating the potential impact of a proposed cap on credit card interest rates, adding another layer of uncertainty for the banking sector. Jamie Dimon's cautious economic outlook further contributes to the conversation around financial stability.

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Futures Rise, Japanese Yields Surge, Gold And Silver Soar

Futures Rise, Japanese Yields Surge, Gold And Silver Soar As we previewed late last week, the Santa Rally is back all right, and US equity futures are trading near session highs with the Nasdaq 100...

T1 Energy's Texas Solar Push Pays Off With Major Multi-Year Deal

T1 Energy Inc. (NYSE: TE) stock rose after disclosing a 3-year contract with Treaty Oak Clean Energy, LLC for 900 MW of solar modules.read more...

T1 Energy Prices $140 Mln Convertible Notes And 28.28 Mln Share Offering At $4.95/shr

(RTTNews) - T1 Energy Inc. (TE) announced the pricing of its underwritten public offerings, which include $140.0 million aggregate principal amount of 5.25% convertible senior notes due 2030 and...

Nextracker and T1 Energy Sign Multi-Year Agreement for Supply of Advanced Solar Panel Frames Engineered and Made in the USA

Nextracker (NASDAQ: NXT), a leading solar technology platform provider, and T1 Energy Inc. (NYSE: TE), an advanced manufacturer of solar modules, today announced a strategic framework agreement to...

T1 Energy Inc. (TE) shares soared nearly 20% by Friday morning after the solar company announced the signing of an agreement with Corning Inc. (GLW) to boost the U.S. solar supply chain to manufacture solar energy in the country by sourcing polysilicon and solar wafers.Retail sentiment on <a href="https://stocktwits.com/symbol/TE">T1 Energy</a> improved to ‘bullish’ from ‘neutral’ territory a day ago, with chatter at ‘high’ levels, according to data from Stocktwits.<figure class="image"><img style="aspect-ratio:792/85;" src="https://news.stocktwits-cdn.com/T1_sentiment_png_8959853b01.webp" alt="T1 sentiment.png" width="792" height="85"><figcaption>TE sentiment and message volume August 15, 2025, as of 11:15 am ET | Source: Stocktwits</figcaption></figure>The One Big Beautiful Bill Act was passed in July, aiming to make significant changes to the tax credits available for eligible clean energy components and facilities, while increasing support for fossil fuels. Solar companies will face limits on accessing federal clean energy tax credits under this bill if their projects include equipment made by foreign countries.The companies said Corning will produce the polysilicon and solar wafers at its Michigan campus. They added that starting in the second half of 2026, Corning’s solar wafers will be delivered to T1’s G2 Austin solar cell facility, which is currently under development, and these cells will then be used to manufacture solar modules at T1’s operational G1 Dallas site.&nbsp;“Supply chain certainty remains a top priority for customers, and the expanded agreement between T1 and Corning delivers a more stable and predictable supply of domestically sourced solar components,” the companies said.Both companies intend to support a total of nearly 6,000 American jobs. “This landmark supply chain agreement with Corning will help invigorate America with scalable, reliable, low-cost energy,” said T1 Energy’s CEO Daniel Barcelo. “This is American companies building in America and protecting American energy security,” he added.<a href="https://stocktwits.com/symbol/GLW">Corning shares</a> were down 1% in early trading. Retail sentiment on the stock fell to ‘bearish’ from ‘bullish’ territory a day ago, with message volume at ‘low’ levels, according to Stocktwits data.<figure class="image"><img style="aspect-ratio:802/96;" src="https://news.stocktwits-cdn.com/GLW_sentiment_png_742af030cd.webp" alt="GLW sentiment.png" width="802" height="96"><figcaption>GLW sentiment and message volume August 15, 2025, as of 11:25 am ET | Source: Stocktwits</figcaption></figure>Shares of T1 Energy have declined nearly 44% so far this year, and Corning stock has gained 37% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/us-inflation-jitters-drag-consumer-sentiment-down-5-in-august/chsPMkzRdfY">US Inflation Jitters Drag Consumer Sentiment Down 5% In August, First Dip In Four Months</a>

Experts installing no-cost solar panels on the rooftop of a low-income household on October 19, 2023 in Pomona, California.(Photo by Mario Tama/Getty Images)

This Energy Stock Surged 20% Today After Signing A ‘Made In America’ Deal To Make Solar Panels – Find Out More

Beginning in the second half of 2026, Corning’s solar wafers will be delivered to T1’s G2 Austin solar cell facility, which is currently under development, and these cells will then be used to manufacture solar modules at T1’s operational G1 Dallas site.

Equity

The U.S. Department of Commerce has imposed tariffs as high as 3,521% on solar equipment imported from four Southeast Asian nations, concluding a&nbsp;year-long trade probe that found manufacturers from Southeast Asia were undercutting domestic producers through unfair pricing and subsidies.The new measures build on broader tariffs introduced by President Donald Trump in early April.While domestic manufacturers welcomed the outcome, clean energy developers warn the tariffs could increase costs and delay projects.&nbsp;The Solar Energy Industries Association stated that the move could hinder the growth of U.S.-based panel assembly facilities that rely on imported components.&nbsp;“The U.S. Department of Commerce is out of step with the administration’s clean energy goals,” the group said in a statement.Supporters of the investigation, including the American Alliance for Solar Manufacturing Trade Committee, argued the duties were necessary. “This is a decisive victory for American manufacturing,” said Tim Brightbill, lead counsel to the group.<a href="https://stocktwits.com/symbol/FSLR">Shares of First Solar</a> (FSLR) rose as much as 10% on Tuesday, while shares of&nbsp;<a href="https://stocktwits.com/symbol/TE">T1 Energy</a> (TE), which recently launched operations in Texas, gained 9.2%.&nbsp;<a href="https://stocktwits.com/symbol/MAXN">Maxeon Solar Technologies</a> (MAXN) stock climbed 5%.Cambodian exporters that did not fully cooperate with the inquiry are facing the steepest penalties, including tariffs of 3,521%.&nbsp;Products made in Malaysia by Chinese manufacturer Jinko Solar will face some of the lowest duties, at just over 41%, while Trina Solar’s Thailand-made goods will be subject to a 375% duty.The final determination from the International Trade Commission is expected in June. The countervailing and anti-dumping tariffs vary based on&nbsp;the company and&nbsp;the country of origin.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ecb-largard-says-trump-firing-powell-should-not-be-on-the-table/chQSwVVRbXV">ECB President Lagarde Hopes Firing Powell Is ‘Not On The Table’ Despite Trump’s Attacks</a>

Solar photovoltaic power generation project

US Solar Panel Tariffs Spark Debate: Manufacturers Cheer, Developers Warn Of Delays

The duties, reaching as high as 3,521%, conclude an investigation by domestic solar manufacturers who claimed that solar imports from Southeast Asia were unfairly subsidized.

Technip Energies to propose a 49% dividend hike after strong Q4 sales; shares jump

Investing.com --  Technip  (EPA:FTI) Energies BV (EPA:TE) proposed a 49% increase in its dividend on Thursday as it reported stronger-than-expected fourth-quarter sales, sending its shares 9% higher in Paris trading.

T1 Energy, Inc. engages in developing battery solutions. It focuses on energy storage systems and commercial mobility. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

Short-Term Volatility, Then Markets Move On

Sustained Risk-Off Until Fed Path Is Clear

Little Impact — Fundamentals Still Rule

Other – Comment Below

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?

How Will the Powell Investigation Impact Markets in 2026?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	-$0.10	--	--	N/A
Q3 '25	-$0.15	-$0.22	-48.65%	MISSED
Q2 '25	-$0.13	-$0.20	-53.85%	MISSED
Q1 '25	-$0.07	-$0.11	-57.14%	MISSED
Q4 '24	-$0.13	-$2.59	-1875.59%	MISSED

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