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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 amid discussions around potential trade deals with China, particularly regarding access to NVIDIA's Blackwell chips. The community is weighing the implications of these discussions, with some anticipating a positive catalyst and others expressing skepticism about the outcomes. NVIDIA recently achieved a $5 trillion market cap, fueling debates about its valuation and future growth prospects within the AI sector.

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 trending downwards as investors react to the company's earnings report, which included a significant one-time tax charge and forecasts of increased capital expenditures for AI development. The community is debating whether this decline presents a buying opportunity or signals concerns about future profitability and spending discipline. Some believe the market is overreacting to a non-recurring event, while others worry about the long-term implications of Meta's aggressive AI investments.

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 trending amid discussions surrounding its recent earnings report and forward guidance, with some investors expressing concern about increased spending on AI and its impact on profitability.  Community talking points include the company's Azure cloud growth, its stake in OpenAI, and reactions to the Trump-Xi meeting. The stock's movement is also being discussed in the context of broader market trends and the performance of other tech giants.

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 all-time highs, fueled by its AI narrative and a recent partnership with NVIDIA, leading to speculation about a potential stock split. Community members are debating the company's valuation and earnings potential, with some anticipating a continued surge while others foresee a pullback. The stock's momentum and strong retail interest have created a battleground between bulls and bears as earnings approach.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf ($WULF) is trending amid discussions of its recent $900M convertible note offering and its implications for dilution and growth, with community members debating the bullish and bearish interpretations of the financing structure. Bullish sentiment highlights the potential for expansion in AI and data centers, while bears focus on the risk of short-term price decline. The conversation also includes speculation around potential partnerships with major players like Google.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is trending as investors anticipate earnings, with community members discussing potential upgrades and a possible run to $300, fueled by AI, cloud, and advertising services growth. The stock is also benefiting from a lifted DOJ overhang and renewed interest from analysts, with some highlighting its relative undervaluation compared to peers. Additionally, a partnership with NextEra Energy to power AI data centers with nuclear energy is driving positive sentiment.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARBB is trending due to after-hours momentum and a low float, sparking community interest in a potential short squeeze. Discussions revolve around its potential to reach higher price levels, with some comparing it to other recent high-flying stocks. However, caution is advised as some traders are calling it a pump and dump scheme.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is trending downwards after a significant earnings miss and slashed guidance, prompting analyst downgrades and heavy discussion of potential corporate fraud. The community is debating whether the steep drop represents a buying opportunity or a sign of deeper issues, with some pointing to management changes and oversold conditions as potential catalysts for a rebound. Discussions also involve the company's long-term debt and a potential shift to the NASDAQ.

Alphabet Inc - Ordinary Shares - Class C

Recent reports of Google's Q3 earnings exceeding expectations, along with growth in its AI and cloud services, have generated significant buzz around $GOOG. Community members are discussing the potential for the stock to reach new heights, fueled by optimism around Google's advertising, AI strategy, and cloud computing.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The Invesco QQQ Trust Series 1 (QQQ) is trending amid discussions around potential trade deal implications after recent communications between global leaders. The market is analyzing the potential impacts of these discussions on sectors heavily represented in the fund, particularly technology. Community sentiment appears cautiously optimistic, yet acknowledges that previous similar announcements have not led to substantial long-term gains.

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Qualcomm (QCOM) Earnings Expected to Grow: Should You Buy?

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

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Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why

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QUALCOMM Incorporated (QCOM) is Attracting Investor Attention: Here is What You Should Know  

Qualcomm (QCOM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

<ul class="summary-bullets"><li>Qualcomm CEO Christiano Amon told CNBC that Qualcomm’s value proposition lies in energy efficiency and lower operating costs.</li><li>His comments come after Qualcomm launched new chips on Monday, marking its foray into the AI accelerator space.&nbsp;</li><li>Qualcomm’s first major customer for the new AI chips is the Saudi AI startup, Humain.&nbsp;</li></ul>Qualcomm (QCOM) is positioning itself to compete in the fast-growing AI data center market, targeting inferencing workloads where enterprises deploy AI models rather than creating them.&nbsp;CEO Cristiano Amon&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/video/2025/10/28/qualcomm-ceo-on-new-ai-chips-trying-to-prepare-for-the-next-phase-of-ai-data-center-growth.html">told</a> CNBC that while Nvidia (NVDA) dominates AI training, Qualcomm sees an opportunity in AI inference, a segment that supports enterprise and consumer applications after AI models are developed. He was speaking at the annual Future Investment Initiative (FII) summit in Riyadh.<a href="https://stocktwits.com/symbol/QCOM">QCOM’s stock</a> slipped more than 3% in morning trade on Tuesday and was among the top trending tickers on Stocktwits. Despite the dip in its stock price, retail sentiment around the company surged to ‘extremely bullish’ from ‘neutral’ and chatter jumped to ‘extremely high’ from ‘normal’ levels over the past day.<h2 class="st-heading-2">Efficiency As A Competitive Edge</h2>“You train on Nvidia, run on Qualcomm,” Amon said, emphasizing that standard software frameworks allow enterprises to deploy models on different hardware without significant barriers. Qualcomm has spent years developing software to support its chips and believes it can create a competitive environment in a space currently supplied by multiple vendors.<blockquote>“If you have something that is innovative, there's always room for you.”– Christiano Amon, CEO, Qualcomm</blockquote>Amon stressed that Qualcomm’s value proposition lies in energy efficiency and lower operating costs, leveraging expertise from its mobile and automotive chip designs for battery efficiency. “One of the bottlenecks of the data center is energy. We have the ability to do that with less power, and then have much lower operating costs,” he said.His comments come after Qualcomm&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/qcom-stock-jumps-after-company-launches-ai-chips-to-take-on-amd-nvidia/cLG0OGnR3M6">launched</a> new chips on Monday, marking its foray into the AI accelerator space.&nbsp;<h2 class="st-heading-2">Qualcomm’s Saudi Partnership And Market Entry</h2>The company’s first major customer for the new AI chips is the Saudi AI startup, Humain. Amon said the partnership aligns with Saudi Arabia’s goal to not only export energy but also “export tokens,” creating an ideal intersection with Qualcomm’s expansion into AI data centers.&nbsp;Qualcomm plans to ship the AI 200 chip next year, followed by AI 250. Amon said the company is also in discussions with hyperscale cloud providers and expects additional customer traction in early 2026. Amon noted that despite regulatory scrutiny in China over a prior acquisition, Qualcomm’s automotive business and long-term presence in China remain resilient.QCOM’s stock has gained more than 16% this year and around 6.7% in the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-holds-near-114-k-ahead-of-fed-rate-decision-sol-xrp-edge-higher/cLGjgObR3H9">Bitcoin Holds Near $114K Ahead of Fed Rate Decision — SOL, XRP Edge Higher</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cristiano Amon, CEO & President, Qualcomm, on Centre Stage during day one of Web Summit 2024 at the MEO Arena in Lisbon, Portugal. (Photo By Shauna Clinton/Sportsfile for Web Summit via Getty Images)

Qualcomm CEO Says ‘There’s Always Room’ In AI Market Despite Nvidia Dominance: Report 

His comments come after Qualcomm launched new chips on Monday, marking its foray into the AI accelerator space. 

Equity

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

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