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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

Super Micro Computer is trending after its strong earnings report, which massively beat revenue and EPS estimates and significantly raised full-year guidance, driving community discussion around its undervalued status and potential for a short squeeze despite ongoing concerns about gross margin compression in the booming AI server market.

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

AMD is trending after delivering strong recent earnings, largely driven by robust data center performance and progress in its AI GPU roadmap, prompting community discussion around whether the post-earnings dip presents a buying opportunity or reflects high valuation and typical 'sell the news' market behavior within the semiconductor sector.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending as investors discuss its strategic shift towards short-form video and user-generated content on Paramount+, boosted by strong viewership from its recent UFC streaming debut, amidst continued uncertainty surrounding its contentious bid for Warner Bros. Discovery.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical is drawing significant bullish community and institutional interest, as investors eagerly await an imminent Japan PMDA decision for commercial approval and are buoyed by strong clinical data, including an 81% disease control rate in pancreatic cancer, for its revolutionary Alpha DaRT oncology platform. The company's progress in expanding its clinical trials and manufacturing capabilities suggests a future global commercial launch for its innovative cancer treatment.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma ($FIG) is experiencing intense community debate following a significant price decline that has pushed the stock below its IPO price and prior private valuation. Bulls argue it is severely oversold, citing strong fundamentals and AI integration potential, while bears emphasize persistent selling pressure, insider activity, and fears of AI disruption within a broader software sector correction.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

Kendu Crypto is experiencing a 'Kendu Trendu' as its highly engaged community consistently launches real-world products and initiatives, distinguishing itself as a 'permissionless brand' in the crypto space. This organic, builder-focused approach fosters strong conviction for significant long-term growth, despite broader market sentiment.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is trending upwards after reporting strong earnings and an optimistic outlook, fueling community discussions of a short squeeze as new product launches and broader sector tailwinds signal a significant turnaround for the stock.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is experiencing heightened trading activity ahead of its earnings report, with community sentiment sharply divided between those viewing current multi-year lows as a generational buying opportunity due to its vast user base and growing monetization efforts, and bears concerned about sustained profitability, intense competition, and potential global regulatory pressures impacting its core youth demographic.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is trending as it reached a $1 trillion market capitalization for the first time, signaling its successful transformation into a tech-driven retail powerhouse. The community is actively discussing its strong e-commerce growth and strategic AI partnerships, with many anticipating further upside and significant volume driven by its Nasdaq-100 inclusion.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery is heavily trending amid an intensifying bidding war for its assets, primarily between Netflix and Paramount Skydance, both vying to consolidate their positions in the evolving media landscape. The community is actively debating the merits and regulatory hurdles of Netflix's recently amended all-cash offer versus Paramount's competing bid, alongside persistent speculation about potential higher offers and the valuation of WBD's remaining businesses.

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<ul class="summary-bullets"><li>The move signals a shift in how China balances access to foreign chips with domestic semiconductor ambitions.</li><li>The report indicated that regulators are still finalizing requirements tied to the licenses.</li><li>The regulatory sign-off coincided with Nvidia CEO Jensen Huang’s visit to China.</li></ul>Beijing has reportedly authorized several of its largest technology firms to move forward with purchases of advanced artificial intelligence hardware from Nvidia Corp. (NVDA). The move signals a shift in how China balances access to foreign chips with domestic semiconductor ambitions.<h2 class="st-heading-2">Conditional Green Light</h2>According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28/">report</a>, the Chinese government approved applications from ByteDance, Alibaba Group (BABA), and Tencent (TCEHY) to collectively acquire more than 400,000 of Nvidia’s H200 AI processors.However, the approvals come with strings attached. The report indicated that regulators are still finalizing requirements tied to the licenses. Following the update,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia's stock</a> traded over 1% higher in Wednesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_28_050159_png_47793a8864.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on Jan. 28, 2026 | Source: Stocktwits" width="930" height="107"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on Jan. 28, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Timing Matters</h2>The regulatory sign-off coincided with Nvidia CEO Jensen Huang’s visit to China, where he met employees as part of long-planned engagements.&nbsp;Earlier this month at the Consumer Electronics Show in Las Vegas, Huang said Chinese buyers are showing strong interest in Nvidia’s H200 chips and that the company has begun manufacturing them again.In December, President Trump announced that shipments of the H200 chip could proceed, provided a 25% sales charge is paid. The H200 is considered the second-most powerful Nvidia chip approved for export and remains the highest-level graphics processor permitted under current U.S. regulations.Chinese companies have submitted orders for over 2 million H200 chips expected to be delivered in 2026, which is much higher than the about 700,000 units Nvidia currently has available.NVDA stock has gained over 46% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-uuuu-stock-jumping-in-premarket-trading-today/cmyXzFRR4iY">Why Is UUUU Stock Jumping Over 3% In Premarket Trading Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen.

NVDA Stock Gains Pre-Market: China Reportedly Clears H200 Chip Orders For Big Tech With Conditions

According to a Reuters report, the Chinese government approved applications from tech companies to collectively acquire more than 400,000 of Nvidia’s H200 AI processors.

Equity

According to a Reuters report, the Chinese government approved applications from tech companies to collectively acquire more than 400,000 of Nvidia’s H200 AI processors.


<ul class="summary-bullets"><li>According to a CNBC report, Nvidia CEO Jensen Huang is slated to visit China in his latest bid to discuss logistical challenges involved in supplying U.S.-approved chips to buyers in the country.</li><li>Huang is also expected to attend an Nvidia party in Beijing on Monday next week.</li><li>This comes after a report by The Information last week stated that Chinese authorities will only approve purchases of Nvidia H200 chips for limited purposes, such as research.</li></ul>Chinese authorities have reportedly granted in-principle approval to Alibaba Group Holdings (BABA), Tencent Holdings (TCEHY), and ByteDance to prepare their orders for Nvidia Corp.’s (NVDA) H200 AI chips.According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-23/china-tells-alibaba-top-tech-firms-to-prep-nvidia-h200-orders?srnd=homepage-americas">report</a> citing people familiar with the matter, regulators in the country have told top technology firms they can move to the next stage in preparing orders for Nvidia H200 chips.<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> were up nearly 2% in Friday’s pre-market trade. Retail sentiment on Stocktwits around the company was in the ‘neutral’ territory, with the stock being among the top trending tickers on the platform at the time of writing.<h2 class="st-heading-2">Huang Heads To China</h2>According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/23/nvidia-ceo-jensen-huang-china-visit-chip-sales-restrictions.html">report</a>, Nvidia CEO Jensen Huang is slated to visit China in his latest bid to discuss logistical challenges involved in supplying U.S.-approved chips to buyers in the country.Huang is also expected to attend an Nvidia party in Beijing on Monday next week. This comes after a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/china-restricts-nvidia-chip-purchases-special-circumstances?rc=73cmd4">report</a> by The Information last week stated that Chinese authorities will only approve purchases of Nvidia H200 chips for limited purposes, such as research.During the Consumer Electronics Show in Las Vegas earlier this month, Huang said demand for Nvidia H200 chips in China is very strong. He also said that the company has restarted production and is awaiting approvals from the U.S.<h2 class="st-heading-2">China’s Reported Flip-Flops</h2>Earlier this month, China reportedly asked domestic companies to pause their orders for Nvidia H200 chips as it sought to strengthen its local semiconductor industry. While the H200 is not the most powerful AI chip in Nvidia’s portfolio, it is currently the highest-level chip allowed for export by the Trump administration.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> is down 2% year-to-date and 88% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-expands-review-meta-manus-2-billion-acquisition/cmyRbzhR4gP">China Expands Review Of Meta's $2 Billion Manus Acquisition To Cross-Border Currency Flows, Tax Issues: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Nvidia Corporation logo is seen displayed on a smartphone screen and the Chinese flag in the background. 

China Reportedly Signals Green Light For Nvidia H200 Chips — NVDA Stock Rises Pre-Market

Chinese regulators have told top technology firms that they can move to the next stage in preparing orders for the Nvidia H200 chips.

In this photo illustration US flag is displayed on computer screen while Chinese flag is displayed on mobile phone screen. (Photo by Dilara Irem Sancar/Anadolu via Getty Images)

China Tech Is Back — AI Boom Drives Hong Kong Stocks To Best Run In 8 Years

Hong Kong’s benchmark Hang Seng Index rose 26.7% – its best annual gain since 2017 – while the Shanghai Composite Index climbed 19.7%, its best performance in six years.

Mainland Chinese firms dominate the Hong Kong Stock Exchange.

Can ERNIE 5.0 and Qianfan Strengthen Baidu's AI Cloud Advantage?

BIDU sharpens its AI Cloud strategy with ERNIE 5.0 and an agent-centric Qianfan, aiming to scale enterprise adoption.

Akamai Introduces ISV Catalyst to Accelerate Cloud Growth

AKAM launches ISV Catalyst, a referral-based partner program that cuts first-year fees and helps ISVs build, market and sell on its global cloud.

Top China Tech Plays in US Markets Amid Trade Deal Progress

Chinese technology stocks in U.S. markets are rebounding as trade deal progress lifts sentiment and major advances in chips, EVs and AI boost confidence.

The Zacks Analyst Blog Tencent, Bilibili, Baidu, Alibaba and JD.com 

China's shift to looser policy and rising tech momentum set the stage for a 2026 rebound, with Tencent among top U.S.-listed plays.

China Turnaround in 2026? 3 Stocks to Play the Rebound

China's policy pivot and tech momentum are lifting U.S.-listed names like Tencent Holdings as Beijing gears up for an economic rebound in 2026.

Will Rising Capex Pressure Hurt Alibaba's Margin and AI Strategy?

BABA's RMB 380B AI and cloud capex plan clouds margin outlook as management guides to prolonged compression and unclear payoff timing.

<ul class="summary-bullets"><li>The U.S. recently allowed exports of Nvidia’s H200 chips to China, reportedly affecting Beijing’s self-sufficiency plans.</li><li>The report said Chinese officials asked the big tech firms to report demand and will decide after reviewing the responses.</li><li>Major companies involved include Alibaba, ByteDance, and Tencent.</li></ul>China reportedly called the country’s largest tech companies, such as Alibaba (BABA), ByteDance (BYTEDANCE), and Tencent (TCEHY), to the table to discuss whether they should be allowed to buy Nvidia’s (NVDA) advanced H200 chips.&nbsp;According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/china-weighs-nvidia-chip-purchase-emergency-meetings-tech-companies">report</a> by The Information, President Donald Trump’s announcement on Monday to approve exports of these high-performance chips to China has complicated Beijing’s plan to become self-sufficient.<a href="https://stocktwits.com/symbol/NVDA/">Nvidia’s stock</a> edged 0.8% higher in pre-market trade, amid weakness in the broader market ahead of the Federal Reserve’s rate cut decision later today. Retail sentiment on Stocktwits around the AI bellwether trended in ‘bearish’ territory over the past day.&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA’s stock</a> was also in the green, edging 0.5% higher in pre-market trade. On Stocktwits, retail sentiment around the Chinese tech giant trended in ‘bearish’ territory over the past day. The iShares MSCI China ETF (MCHI) gained 0.3%, with retail sentiment improving to ‘neutral’ from ‘bearish’ territory over the past day, accompanied by ‘high’ levels of chatter.<h2 class="st-heading-2">Gauging Demand For Nvidia H200 Chips</h2>The report said government officials asked these companies to report their demand for the H200 chips. It added that once the officials collect these responses, they will decide whether the companies can purchase the chips.The move comes after Trump&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-greenlights-shipping-nvidia-h200-chips-to-china/cLIpcS9REmC">announced</a> Monday that H200 exports would be permitted, subject to a 25% sales fee. The H200, described as the “second-best” Nvidia chip allowed for shipment, remains the most advanced GPU available under U.S. rules, while Blackwell-class B300 parts continue to be restricted.This was followed by a Financial Times report&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-to-reportedly-restrict-nvidia-h200-chip-use/cLIruVQREZO">stating</a> that Beijing intends to restrict access to H200 chips even after the U.S. greenlight, signaling efforts to discourage Chinese companies from relying on U.S. high-end GPUs.The chips are also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-china-bound-h200-chips-to-undergo-us-security-screening/cLIs4K4RENk">expected</a> to undergo security screening measures before being exported to China.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-volatility-may-be-mispriced-on-ahead-of-fed-rate-cut-decision/cLIu6xuRENu">Bitcoin Volatility May Be ‘Mispriced’ On Prediction Markets Ahead Of Fed Rate Decision, Says Analyst</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

 In this photo illustration, the NVIDIA logo is displayed on a smartphone with national flag of USA and China in the background.

Nvidia H200 Export Approval To China Prompts Beijing’s Emergency Meetings With Alibaba, ByteDance, Tencent: Report

According to a report by The Information, China is reportedly evaluating whether its tech firms should buy Nvidia’s H200 chips.

Nvidia H200 Export Approval To China Prompts Beijing’s Emergency Meetings With Alibaba, ByteDance, Tencent: Report 

Tencent Holdings Ltd. provides value-added services, online advertising services, and fintech and business services. It operates through the following segments: Value-Added Services, FinTech and Business Services, Online Advertising, and Others. The Value-Added Services segment is involved in online and mobile games, community value-added services, and applications across various Internet and mobile platforms. The FinTech and Business Services segment offers fintech and cloud services, which include commissions from payment, wealth management and other services. The Online Advertising segment refers to the display based and performance-based advertisements. The Other segment is composed of trademark licensing, software development services, software sales, and other services. The company was founded by Yi Dan Chen, Hua Teng Ma, Chen Ye Xu, Li Qing Zeng, and Zhi Dong Zhang on November 11, 1998, and is headquartered in Shenzhen, China.

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