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@Trade_The_News Avatar @Trade_The_News TradeTheNews.com

TradeTheNews.com posts on X about $nvda, oracle, open ai, $orcl the most. They currently have XXXXXX followers and 6906 posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence stocks technology brands finance countries automotive brands cryptocurrencies travel destinations currencies

Social topic influence $nvda #541, oracle #583, open ai #1190, $orcl #41, $amd #482, momentum #2809, china #3876, advanced micro devices #1279, microsoft #567, $msft #52

Top assets mentioned NVIDIA Corp. (NVDA) Oracle Corporation (ORCL) Advanced Micro Devices (AMD) Microsoft Corp. (MSFT) USA Rare Earth, Inc. Class A Common Stock (USAR) Rocket Lab USA, Inc. Common Stock (RKLB) Merus N.V. Common Shares (MRUS) Akropolis (AKRO) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Bloom Energy Corporation (BE) Critical Metals Corp. Ordinary Shares (CRML) Morgan Stanley (MS) Bitcoin (BTC) Veritaseum (VERI) Metadium (META) Apple, Inc. (AAPL) BlackRock Inc (BLK) BlackCoin (BLK) CarMax, Inc (KMX) TeraWulf Inc. (WULF) Intel Corporation (INTC) DoorDash, Inc. (DASH) OpenServ (SERV) Neogen Corp (NEOG) Verizon Communications Inc. (VZ) Hundred Million (100M) Eli Lilly and Company (LLY) Sanmina Corp (SANM) Novo-Nordisk (NVO) General Motors Company (GM) GM (GM) Marvell Technology Inc (MRVL) United Parcel Service, Inc. (UPS) Block, Inc. (XYZ)

Top Social Posts #

Top posts by engagements in the last XX hours

"$NVDA Reportedly investment consortium that includes BlackRock $BLK Nvidia xAI and Microsoft $MSFT to acquire Texas-based Aligned Data Centers from Macquarie Asset Management for $40B - FT (Nvidia Corporation) (More at"
X Link @Trade_The_News 2025-10-15T11:29Z 32.6K followers, 1928 engagements

"$KMX TTN Summary of 09:00ET Earnings Call: Tariff speculation in Q1 led to $1000 depreciation in Q2 pressuring price competitiveness; responded by lowering retail margins and rightsizing inventory (CarMax Inc) (More at"
X Link @Trade_The_News 2025-09-25T13:52Z 32.6K followers, 1674 engagements

"$SSNLF Reportedly Nvidia $NVDA has virtually confirmed that it will be equipped with Samsung Electronics' 5th generation high-bandwidth memory (HBM3E) in its latest AI accelerator GB300 - press (Samsung Electronics Co. Ltd) - The two companies said to be coordinating at the last minute on specific supply volumes prices and schedules (More at"
X Link @Trade_The_News 2025-10-09T07:21Z 32.6K followers, 1791 engagements

"$ASML Reports Q3 Net 2.13B v 2.08Be Net order bookings 5.40B v 5.36Be Rev 7.52B v 7.79Be; Sees FY26 Rev "not to be below" y/y; Intend to announce new share buyback in Jan 2026 (ASML Holding N.V.) - Guides Q4 Rev 9.2-9.8B v 9.48Be Gross Margin 51-53% - Affirms FY25 Rev +15% y/y (prior: +15% y/y) - Guides initial FY26 Rev "not to be below y/y" - Gross margin XXXX% v XXXX% q/q v 51.3%e (More at"
X Link @Trade_The_News 2025-10-15T07:31Z 32.6K followers, 1757 engagements

"$ERICB.SE TTN Summary of 03:00ET Earnings Call: As AI workloads increase network demands will rise; Previous actions are working through the P&L establishing profitability at new level (Telefonaktiebolaget LM Ericsson (publ)) - FX continues to be a headwind and we had a negative year-over-year impact of SEK 4.2B this quarter - As we plan for a flattish market going forward we will continue our cost measures on level similar to what weve done in the past years - We see scope for increased shareholder returns through extra dividends and or share buy-back program and the board will revert with a"
X Link @Trade_The_News 2025-10-14T07:30Z 32.6K followers, 1666 engagements

"$WULF Announces Proposed Offering of $3.2B of Senior Secured Notes; To use the net proceeds from the offering to finance a portion of its data center expansion at its Lake Mariner campus in Barker New York (Terawulf Inc) (More at"
X Link @Trade_The_News 2025-10-14T11:51Z 32.6K followers, 5899 engagements

"(EU) Select European Premarket Movers **Note: Broad gains from risk on flows after Trump announced tariff pause Upside - Banco BPM BAMI.IT +1.5-2.0% Anima ANIM.IT +1.0% (set to take over Anima after reaching XX% of capital) - Volkswagen VOW3.DE +0.5-1.0% (affirms FY25 guidance - post close) Downside - Tesco TSCO.UK -XXX% (FY results weakness attributed to adj op profit guidance for next year declining) - Prosieben PSM.DE -XXX% (analyst downgrade) - Air France AF.FR -XXX% (analyst downgrade) - DocMorris DOCM.CH -XXX% (Q1 results and CHF200M capital increase) - Barry Callebaut BARN.CH -XXX% (H1"
X Link @Trade_The_News 2025-04-10T06:47Z 32.6K followers, 1973 engagements

"Upside: $MRUS +37% (confirms to be acquired by Genmab at $97.00/shr in $8.0B deal anticipated to be accretive to EBITDA by end of 2029) $TLRY +20% (recent notable strength in cannabis stocks being attributed Trump posted a video promoting the health benefits of cannabis suggesting that covering CBD under Medicare would be the most important senior health initiative of the century) $BCAX +16% (higher off MRUS deal) $ORKA +12% (higher off MLTX drug data) $DGNX +6.9% (Diginex and Allocations sign strategic relationship to integrate Diginexs advanced ESG data collection framework creation and"
X Link @Trade_The_News 2025-09-29T13:06Z 32.6K followers, 2975 engagements

"$INTC Unveils Intel Core Ultra series X processors (code-named Panther Lake) - the first client SoCs built on Intel 18A; Panther Lake will begin ramping high-volume production this year with the first SKU slated to ship before the end of the year and broad market availability starting January 2026 (Intel Corporation) (More at"
X Link @Trade_The_News 2025-10-09T13:01Z 32.6K followers, 2018 engagements

"Upside: $RELL +20% (earnings) $AKRO +18% (to be acquired by Novo Nordisk at $54.00/shr in cash in up to $5.2B deal) $TLRY +14% (earnings guidance) $SERV +12% (DoorDash and Serve to bring Serve robots to DoorDash platform for autonomous deliveries across the US starting in Los Angeles) $BYRN +9.7% (earnings) $NEOG +8.6% (earnings guidance) $USAR +7.3% (China tightens rare earth export curbs) $DAL +6.4% (earnings guidance) $AAL +4.8% (higher in sympathy with DAL) $IMMP +3.9% (announces Update for TACTI-004 (KEYNOTE-F91) Phase III Trial in First Line Non-Small Cell Lung Cancer) $RGP +3.4%"
X Link @Trade_The_News 2025-10-09T12:37Z 32.6K followers, 2999 engagements

"$ASTS Signs definitive commercial agreement with Verizon $VZ to provide direct-to-cellular AST SpaceMobile service when needed for Verizon customers starting in 2026 (AST SpaceMobile Inc) (More at"
X Link @Trade_The_News 2025-10-08T11:31Z 32.6K followers, 11K engagements

"$ORCL Reportedly internal company data show financial challenge of renting out Nvidia chips; Oracle has lost $100M on renting out Blackwell chips in most recent quarter - The Information (Oracle Corporation) (More at"
X Link @Trade_The_News 2025-10-07T15:07Z 32.6K followers, 2036 engagements

"$LLY Lilly's oral GLP-1 orforglipron demonstrated superior glycemic control in two successful Phase X trials reconfirming its potential as a foundational treatment in type X diabetes (Eli Lilly and Company) (More at"
X Link @Trade_The_News 2025-10-15T10:45Z 32.6K followers, 1889 engagements

"$BE Brookfield to invest up to $5B to deploy Blooms advanced fuel cell technology; Bloom Energy to become preferred onsite power provider for Brookfields global AI factories (Bloom Energy Corporation) **TTN Note: Bloom Energy is the solid-oxide fuel-cell supplier turning on-site baseload into a data-center staple. Bloom already supplies XXX MW+ across XX Equinix sites is powering CoreWeaves Illinois AI facility and crucially has committed to energize entire Oracle data centers in XX days. The engineering pitch is simple and sharp: near-zero local pollutants no water in steady-state operation"
X Link @Trade_The_News 2025-10-13T11:32Z 32.6K followers, 4125 engagements

"$ORCL TTN Summary of 09:00ET Call: Off to a strong start in Q2 with AI data platform deals multiple times larger than past engagements. (Oracle Corporation) (More at"
X Link @Trade_The_News 2025-09-22T13:19Z 32.6K followers, 1726 engagements

"Upside: $SPRB +129% (receives U.S. FDA Breakthrough Therapy Designation for Tralesinidase Alfa Enzyme Replacement Therapy (TA-ERT) in Sanfilippo Syndrome Type B (MPS IIIB)) $SOPA +123% (reports Q2 revenue) $SANM +62% (earnings guidance) $CRML +39% (earnings guidance) $AMD +35% (confirms AMD and OpenAI Announce Strategic Partnership to Deploy X Gigawatts of AMD GPUs) $AIP +26% (momentum following AMD and OpenAI Announce Strategic Partnership to Deploy X Gigawatts of AMD GPUs) $PALI +18% (momentum) $ALAB +14% (Realta Investment Advisors acquires shares) $PLUG +14% (momentum) $CMA +13% (to be"
X Link @Trade_The_News 2025-10-06T12:56Z 32.6K followers, 2914 engagements

"$AKRO To be acquired by Novo Nordisk $NVO at $54.00/shr in cash in up to $5.2B deal (Akero Therapeutics Inc) - Shareholders to Receive $XX Per Share in Cash and CVR of $X Per Share (More at"
X Link @Trade_The_News 2025-10-09T10:04Z 32.6K followers, 2024 engagements

"$AMD To supply AI chips to OpenAI in a multi-year deal that would bring in tens of billions of dollars in annual revenue and give the ChatGPT creator the option to buy up to roughly XX% of AMD at $0.01/shr - press (Advanced Micro Devices Inc) (More at"
X Link @Trade_The_News 2025-10-06T10:51Z 32.6K followers, 2407 engagements

"$AMD Oracle Cloud to deploy 50K AMD AI chips in H2 2026; Oracle will use AMDs Instinct MI450 chips - CNBC (Advanced Micro Devices Inc) $NVDA **Reminder: In September OpenAI entered into a five-year cloud deal with Oracle $ORCL that could be worth as much as $XXX billion. - Earlier this month OpenAI announced a deal with AMD for processors requiring six gigawatts of power over multiple years with a 1-gigawatt rollout starting in 2026. As part of the deal and if the deployment goes well OpenAI may end up owning as many as XXX million shares of AMD or about XX% of the company. (More at"
X Link @Trade_The_News 2025-10-14T12:07Z 32.6K followers, 1924 engagements

"$NVDA TTN Research Alert: The race to kill latency by packing GPUs ever tighter has created a new bottleneck that silicon cannot solve: power density is now the gating variable for AI (Nvidia Corporation) - Chasing microseconds has made power density - not silicon - the binding constraint for AI. Tier1 analysts notes put the mismatch in stark relief: fewer than X% of data centers run average rack densities above XX kW while reference paths step from roughly XX kW per H200 rack to about XXX kW for Blackwell and a startling XXX kW for Rubin Ultra. That is not an upgrade curve. It is a regime"
X Link @Trade_The_News 2025-10-08T10:52Z 32.6K followers, 2051 engagements

"$GM Records $1.6B EV realignment charges; Strategic shift slows EV expansion; See's EV adoption rate to slow - filing (General Motors Company) - GM recognized $1.6B in charges for Q3 2025 following reassessment of EV capacity and manufacturing footprint due to slower adoption from U.S. policy changes - Charges include $1.2B non-cash impairments and $0.4B cash costs from contract cancellations and commercial settlements - Additional material cash and non-cash charges are possible as realignment continues potentially affecting future results and cash flows - Strategic shift does not impact"
X Link @Trade_The_News 2025-10-14T10:19Z 32.6K followers, 2340 engagements

"$NVDA CEO: For every gigawatt of AI factories will need $50-60B; OpenAI will need to raise money - CNBC (Nvidia Corporation) - $AMD deal is imaginative unique and surprising (More at"
X Link @Trade_The_News 2025-10-08T12:05Z 32.6K followers, 1788 engagements

"$MRVL Achieves full memory interoperability; hyperscaler-ready CXL infrastructure; Makes Structera the only CXL XXX product family with completed interoperability testing across both leading CPU architectures and all three major memory suppliers (Marvell Technology Inc) (More at"
X Link @Trade_The_News 2025-09-02T13:06Z 32.6K followers, 2866 engagements

"$ORCL Announces Oracle Cloud Infrastructure (OCI) Zettascale10 the largest AI supercomputer in the cloud delivers 10X the amount of zettaFLOPS of peak performance; Initially OCI Zettascale10 clusters will target deployments of up to 800000 NVIDIA GPUs $NVDA (Oracle Corporation) (More at"
X Link @Trade_The_News 2025-10-14T12:26Z 32.6K followers, 2049 engagements

"Upside: $BE +28% (Brookfield to invest up to $5B to deploy Blooms advanced fuel cell technology; Bloom Energy to become preferred onsite power provider for Brookfields global AI factories) $USAR +17% (rare earth miners strength following renewed China trade tensions) $ASPI +16% (acquires independent radiopharmacy located in Florida) $RKLB +7.1% (hearing Morgan Stanley raises target price to $XX from $20) $BCAX +6.9% (Ficerafusp Alfa Granted Breakthrough Therapy Designation by U.S. FDA for 1L HPV-Negative R/M HNSCC) $IREN +6.6% (positive broker commentary) $SNDK +6.5% (Citi Wells Fargo raises"
X Link @Trade_The_News 2025-10-13T12:55Z 32.6K followers, 4944 engagements

"$UPS Said to be disposing of thousands of US-bound packages over customs paperwork problems; Shifting Trump tariffs have created a nightmare for UPS as thousands of packages from overseas pile up at its hubs while they await customs clearance - NBC News (United Parcel Service Inc) (More at"
X Link @Trade_The_News 2025-10-10T08:46Z 32.6K followers, 2117 engagements

"$XYZ TTN Summary of 16:00ET Call: Square Bitcoin payments to roll out to all eligible U.S. sellers on November XX 2024 offering near-instant settlement and no chargebacks while default converting receipts to USD; Zero processing fees for Bitcoin payments through 2026 (Block Inc) - Bitcoin conversions live today letting merchants automatically convert a chosen percentage of daily card sales into Bitcoin; early adopters see real growth (Pink Owl Coffee accumulated X BTC in under two years from a XX% daily slice). - Integrated native Bitcoin wallet in the Square dashboard for buying selling"
X Link @Trade_The_News 2025-10-09T07:25Z 32.6K followers, 1656 engagements

"$TSM Reports Sept (NT$) Rev 331.0B v 335.8B m/m and +31.4% y/y v +33.8% prior; Q3 Rev 989.9B v 973.3Be; YTD Rev 2.76T +36.4% y/y v +37.1% prior (2nd straight deceleration in YTD growth pace) (Taiwan Semiconductor Manufacturing Company Limited (TSMC)) ** Note: Aug sales was 1st acceleration in annual growth pace in X months (More at"
X Link @Trade_The_News 2025-10-09T05:33Z 32.6K followers, 12.5K engagements

"$MRUS Confirms to be acquired by Genmab at $97.00/shr in $8.0B deal anticipated to be accretive to EBITDA by end of 2029; Genmab will have four proprietary programs expected to drive multiple new drug launches by 2027 (Merus N.V) (More at"
X Link @Trade_The_News 2025-09-29T05:11Z 32.6K followers, 2074 engagements

"$PYPL Unveils PayPal Ads Manager allowing the tens of millions of small businesses that use PayPal to become their own retail media networks and generate new revenue streams (PayPal Holdings Inc) (More at"
X Link @Trade_The_News 2025-10-07T12:02Z 32.6K followers, 1885 engagements

"Upside: $FLD +29% (launches Bitcoin Credit Card with up to XXX% rewards powered by Stripe and Visa) $UAMY +11% (awarded $245M Sole-Source Five-Year Contract by the U.S. Defense Logistics Agency for the Purchase of Antimony Ingots) $VERI +7.0% (adds ESPN audio content to NCAA Championship licensing) $LB +5.9% (announces strategic agreement with NRG to power potential data center in the Delaware Basin Texas) $KVUE +5.6% (EMA Notes Use of paracetamol (acetaminophen) during pregnancy unchanged in the EU following Trump Administration linking drug to autism) $ACMR +5.3% (to replace KLG in the S&P"
X Link @Trade_The_News 2025-09-23T12:58Z 32.6K followers, 2256 engagements

"$TSLA TTN Preview: Teslas Tuesday cost-down gambit: we likely to see de-contented LFP-leaning Model Y that trades light bars and luxuries for BOM discipline as the $7500 credit disappears and rivals press the mid-$30K line (Tesla Inc) - According to press reports Teslas Oct 7th reveal looks like a low-drama web-only flip of the Design Studio for a stripped back Model Y with Bloomberg flagging the timing and fresh teasers on X pointing to 10/7 consistent with reporting that Tesla will unveil a cheaper Model Y on Tuesday to re-ignite demand. The under-the-skin story is aggressive de-contenting"
X Link @Trade_The_News 2025-10-07T07:17Z 32.6K followers, 2168 engagements

"(EU) Select European Morning Movers - LVMH $MC.FR +12.5% Hermes $RMS.FR +7.0% (LVMH earnings; China sales; French political turmoil recede) - ASML $ASML.NL +3.0% (earnings; guidance) - PageGroup $PAGE.UK +4.0% (trading update) - TotalEnergies $TTE.FR +3.0% (trading update) - Stellantis $STLA.NL +2.5% (US investment) - Rexel $RXL.FR +2.5% (earnings) - Entain $ENT.UK -XXX% (trading update) - Siemens Energy $ENR.DE -XXX% (analysts downgrade) (More at"
X Link @Trade_The_News 2025-10-15T08:01Z 32.6K followers, 1572 engagements

"🚨⚠ Early Q4 Update of Risk Radar Oct XX - LVMH and Volkswagen Q3 updates Oct 13-14 - Reappointed French PM Lecornu to present 2026 budget draft to parliament Oct XX - Samsung Electronics' Q3 prelim results Oct 13-16 - Oracle AI World conf. Oct XX - Japan PM-elect Takaichi's LDP party to meet with opposition party Komeito Oct XX - Section XXX China ships port fee enforcement begins Oct XX - ASML quarterly results + US Pentagon staff set to release paycheck Mid-Oct - IMF/World Bank Annual Meetings Oct XX - TSMC quarterly results Oct XX - the end of the reference week for the US household"
X Link @Trade_The_News 2025-10-13T09:18Z 32.6K followers, 1756 engagements

"Upside: $DGNX +27% (momentum) $CFLT +17% (data streaming software maker Confluent said to explore a sale) $ASTS +12% (signs definitive commercial agreement with Verizon to provide direct-to-cellular AST SpaceMobile service when needed for Verizon customers starting in 2026) $PUBM +12% (delivers 5x faster smarter advertising decisions with NVIDIA) $RKLB +5.5% (secures multi-launch contract with iQPS for Three Dedicated Electron Missions) $QS +5.2% (Murata Manufacturing signs agreement with QuantumScape for ceramic separator production) $AG +4.8% (TD Cowen Raised to Buy from Hold price target:"
X Link @Trade_The_News 2025-10-08T12:29Z 32.6K followers, 3357 engagements

"âš  TTN Research Alert: OpenAIs trillion-dollar plan is forcing finance physics and policy into the same machine - and the weak link may be hiding in the plumbing; The $ORCL RPO bonds data centers chain is effectively OpenAIs off-balance-sheet capex line - OpenAI has reportedly sketched a five-year blueprint to justify $X trillion in spending anchored by commitments to procure XX GW of capacity from Oracle Nvidia AMD and Broadcom and to expand revenue beyond ChatGPTinto Instant Checkout commerce Sora video agents bespoke government work and even consumer hardware with Jony Ive. The company says"
X Link @Trade_The_News 2025-10-15T07:40Z 32.6K followers, 2057 engagements

"(US) S&P Global: Sept GEP Global Supply Chain Volatility Index shows Chinese manufacturers sharply increased purchasing in September propelling Asia's supply chains to their busiest level since June 2022; In sharp contrast North American supply chains lost momentum. (More at"
X Link @Trade_The_News 2025-10-10T12:08Z 32.6K followers, 1909 engagements

"$DIS Reportedly Disney has considered a co-CEO structure to replace Bob Iger; Disney executives Dana Walden and Josh D'Amaro are both frontrunners for CEO job but naming Walden and D'Amaro as co-CEOs could also be an option for the Disney board - press (The Walt Disney Company) (More at"
X Link @Trade_The_News 2025-10-14T10:09Z 32.6K followers, 2108 engagements

"Upside: $OMER +72% (Novo Nordisk and Omeros announce asset purchase and license agreement for Omeros clinical-stage MASP-3 inhibitor zaltenibart (OMS906)) $VERI +47% (reports prelim Q3; announces VDR contracts) $TE +27% (Nextracker and T1 Energy partner on US-made steel solar frames; Deal valued over $75M) $BTDR +21% (reports Sept BTC Produced XXX v XXX m/m) $HI +19% (to be acquired by Lone Star for $32.00/shr cash at EV $3.8B) $FLNC +18% (hearing BMO raises price target) $PZZA +11% (renewed talk of $64/share bid from Apollo) $SPRC +9.6% (to acquire Miza III Ventures at EV $3.3M to which it"
X Link @Trade_The_News 2025-10-15T12:47Z 32.6K followers, 2225 engagements

"Upside: $KVYO +5.6% (Morgan Stanley Raised KVYO to Overweight from Equal Weight price target: $XX from $40) $NTSK +5.4% (post-IPO momentum) $SPRY +4.7% (neffy (epinephrine nasal spray) approved in Japan as first only needle-free emergency treatment of allergic reactions) $LNC +3.5% (Morgan Stanley Raised LNC to Overweight from Equal Weight price target: $XX from $41) $KSS +2.3% (hearing Citi raises price target to $XX from $16) Downside: $SCHL -XX% (earnings guidance) $JSPR -XXX% (prices $30M of shares warrants at $2.43/shr) $ORLA -XXX% (Newmont sells 43M ORLA shares) $MU -XXX% (Barclays"
X Link @Trade_The_News 2025-09-19T12:42Z 32.6K followers, 3076 engagements

"$APP IR statement to TTN: Generally we do not comment on the existence or non-existence of any potential regulatory matters. That said as a global public company we regularly engage with regulators and if we get inquiries we address them in the ordinary course. Material developments if any would be disclosed through the appropriate public channels. (AppLovin Corporation) (More at"
X Link @Trade_The_News 2025-10-06T20:23Z 32.6K followers, 9638 engagements

"$CMA To be acquired by Fifth Third in all-stock $10.9B deal with implied price of $82.88/shr; Fifth Third shareholders will own XX% and Comerica shareholders will own XX% of the combined company; Expected to close at end-Q1 2026 (Comerica Incorporated) (More at"
X Link @Trade_The_News 2025-10-06T10:36Z 32.6K followers, 3590 engagements

"Upside: $APLD +28% (earnings) $SWKH +17% (Runway Growth Finance Corp. to acquire SWK Holdings Corporation for $145M cash) $CRML +15% (critical metal strength) $ESTC +13% (earnings guidance) $USAR +9.2% (critical metal strength) $IREN +6.3% (crypto strength) $RKLB +6.1% (secures multiple launches with Japan Aerospace Exploration Agency) $ODC +5.7% (earnings) $AMCR +3.1% (names new CFO) $VKTX +3.1% (momentum) $CIEN +2.2% (Morgan Stanley Raised CIEN to Equal Weight from Underweight price target: $140) $ORCL +2.1% (reportedly among Nvidia customers approved for shipments to UAE) Downside: $ANVS"
X Link @Trade_The_News 2025-10-10T12:54Z 32.6K followers, 3301 engagements

"$MSFT Reportedly Microsoft forecasts show data center crunch persists into 2026 (prior saw through end-2025); Said to be struggling with lack of supply for Azure Cloud; Many of Microsofts US data center regions are experiencing shortages of physical space or servers - press (Microsoft Corporation) - Several crucial components for data centers ranging from the semiconductors themselves to electricity infrastructure like transformers are subject to long delivery times (More at"
X Link @Trade_The_News 2025-10-10T12:34Z 32.6K followers, 7810 engagements

"$MSFT Reportedly UK data centre start-up Nscale strikes $14B Microsoft deal in push for IPO; Nscale said to deploy about 104000 of the latest Nvidia GB300 chips for Microsoft at a facility in Texas over the next 12-18 months - FT (Microsoft Corporation) (More at"
X Link @Trade_The_News 2025-10-15T08:05Z 32.6K followers, 1689 engagements

"$VOW3.DE Reports Q2 Op 3.83B v 3.89Be Rev 80.8B v 82.2Be; Cuts outlook; Notes ongoing product offensive and consistently good demand expect the positive trend to continue in second half of the year (Volkswagen AG (VW)) - Cuts FY25 Rev flat y/y Op ROS 4-5% Automotive Net Clean Net Cash Flow 1-3B v Be (prior: Rev up to +5% y/y Op ROS 5.5-6.5% Automotive Net Clean Net Cash Flow 2.0-5.0B) - Cuts FY25 Net Liquidity in Auto Division 31-33B (prior: 34-37B) - Automotive Division Net Cash Flow -1.4B v +0.4B y/y (More at"
X Link @Trade_The_News 2025-07-25T05:40Z 32.6K followers, 4193 engagements

"$BABA Qwen exec: Alibaba sets up in-house robot AI team (Alibaba Group Holding Limited) (More at"
X Link @Trade_The_News 2025-10-08T10:18Z 32.6K followers, 1461 engagements

"$JPM TTN Summary of 08:30ET Earnings Call: The consensus of about XXX billion for next year does look a little bit low; Consumers and small businesses remain resilient but management is closely monitoring potential labor market softening. (JPMorgan Chase & Co) (More at"
X Link @Trade_The_News 2025-10-14T12:45Z 32.6K followers, 2043 engagements

"$AMD TTN Research Alert: Markets are undoubtedly cheering the AMD-OpenAI X GW pact and Oracles AI backlog but the financing stack beneath them is getting very very delicate; Now everyone is financing everyone else (Advanced Micro Devices Inc) Oracles $XXX bn multi-year OpenAI cloud pact helped blow its RPO to $XXX bn; to build it Oracle just sold $XX bn of bonds and is running negative free cash flow as capex surgeswhile Moodys flags counterparty concentration risk. AMD expects $XXX bn of incremental revenue over four years from OpenAI ripple-effects. Meanwhile OpenAI is reportedly set to"
X Link @Trade_The_News 2025-10-06T11:46Z 32.6K followers, 4716 engagements

"$UNH Announces 2026 Medicare Advantage Plans; Expects to see Medicare members move next year to HMO plans; To stop offering Medicare advantage plans in XX US counties in 2026 impacting 180000 members (UnitedHealth Group Incorporated) - To cease operating over XXX plans representing about 600000 members in total (More at"
X Link @Trade_The_News 2025-10-01T12:32Z 32.6K followers, 2167 engagements

"(US) Punchbowl: White House is girding for a long shutdown and has found several new funding streams for critical programs; Open enrollment begins Nov. X which Democrats say is the real deadline for the Obamacare subsidies (More at"
X Link @Trade_The_News 2025-10-14T09:21Z 32.6K followers, 1756 engagements

"$META Reportedly Meta and Apple $AAPL close to settling EU antitrust cases; Would mean both Apple and Meta would avoid daily financial penalties of up to X% of average daily worldwide revenue - FT (Meta Platforms Inc.) (More at"
X Link @Trade_The_News 2025-10-08T10:26Z 32.6K followers, 1901 engagements

"$GS Reports Q3 $XXXXX v $11.11e Rev $15.2B v $14.0Be (The Goldman Sachs Group Inc) - Annualized ROE XXXX% v XXXX% y/y - Avg Daily VAR $91M v $98M q/q v $92M y/y - Tier X Capital Ratio (Advanced) XXXX% v XXXX% q/q - Book value per share $XXXXXX v $XXXXXX q/q - Compensation and benefits expenses $4.68B v X% q/q v +14% y/y - Total loans $222B v $217B q/q v $218.0Be - Total deposits $490B +5.2% q/q - Efficiency ratio XXXX% -XXX ppts y/y - Provision for credit losses $339M v $397M y/y v $369Me - Op expenses $9.45B +14% y/y - Headcount 48.3K +5% q/q (More at"
X Link @Trade_The_News 2025-10-14T11:29Z 32.6K followers, 1914 engagements

"$DOW Q3 results expected in line with current consensus (est for EBITDA cited at $770M); Export momentum continues to recover - investor slides (Dow Inc) (More at"
X Link @Trade_The_News 2025-09-11T11:09Z 32.6K followers, 2247 engagements

"(US) Pres. Trump: STUPID AND UGLY WINDMILLS ARE KILLING NEW JERSEY. Energy prices up XX% this year and not enough electricity to take care of state. STOP THE WINDMILLS $VWDRY $ORSTED.DK $ENR.DE (More at"
X Link @Trade_The_News 2025-08-19T11:28Z 32.6K followers, 1432 engagements

"*(CN) Reportedly Chinese rare earth magnet companies have been facing tighter scrutiny on export license applications since September; Scrutiny is similar to April at height of trade war - press - Applications are now being returned more often with requests for extra information; Approvals are taking longer although generally still within the commerce ministry's XX business day deadline (More at"
X Link @Trade_The_News 2025-10-14T07:41Z 32.6K followers, 1972 engagements

"$AMD Expects to receive more than $100B in new revenue over four years from OpenAI and other customers - press (Advanced Micro Devices Inc) - OpenAI to deploy X gigawatts of AMD GPUs based on a multi-year multi-generation agreement - Initial X gigawatt OpenAI deployment of AMD Instinct MI450 Series GPUs starting in 2H 2026 $NVDA (More at"
X Link @Trade_The_News 2025-10-06T11:01Z 32.6K followers, 2560 engagements

"$AVGO Said to launch new networking chip called the Thor Ultra which aims to scale up AI networks; Broadcom's engineers doubled the bandwidth on Thor Ultra compared with the prior version; Chip launch to represent hardening of AI battle with Nvidia $NVDA - press (Broadcom Inc) (More at"
X Link @Trade_The_News 2025-10-14T11:11Z 32.6K followers, 2656 engagements

"$ORCL TTN Preview: Oracle AI World runs Mon-Thu 13-16 Oct 2025 and it is an AI financing test as much as a product show (Oracle Corporation) - Oracle AI World is a financing test as much as a product show. Oracle AI World runs Mon-Thu 13-16 Oct 2025 at The Venetian Las Vegas with the expo and "On Air" stream concentrated on Tue-Wed. The public agenda lists Tue XX Oct keynotes at 1:00-2:00 PM ET (Mike Sicilia) 4:30-5:30 PM ET (Larry Ellison) and 7:00-8:15 PM ET on Tue XX (listed as Wed XX Oct in CEST) for Juan Loaiza & T.K. Anand. Oracles free "On Air" stream on Tue includes a 12:15 PM ET Clay"
X Link @Trade_The_News 2025-10-13T07:11Z 32.6K followers, 2298 engagements

"$EL.FR CEO: See Meta glasses as replacement for phone; To reach 10M smart glasses production capacity in 2026 (EssilorLuxottica Socit anonyme) - Open to more cooperation with tech firms $META $AAPL (More at"
X Link @Trade_The_News 2025-10-09T08:20Z 32.6K followers, 1513 engagements

"Upside: $LAC +37% (US Energy Sec Wright: US to take a X% stake in Lithium Americas and X% stake in Nevada mine project; reaches agreement with GM and U.S. DOE regarding First Draw on DOE Loan) $RZLV +21% (earnings guidance) $VECO +7.3% (Axcelis Technologies and Veeco Instruments to combine in $4.4B merger) $ENTO +6.6% (acquires GRID AI to expand Into High-Growth AI Energy Infrastructure Market) $RUN +5.1% (Jefferies Raised RUN to Buy from Hold price target: $21) $NKE +4.5% (earnings guidance) $PLUG +3.9% (delivers First Electrolyzer for 100MW Green Hydrogen Project at Galps Sines Refinery)"
X Link @Trade_The_News 2025-10-01T12:43Z 32.6K followers, 4043 engagements

"$WBD Still talking with Paramount Skydance over price but not a lot of progress being made; Trying to get up to a price near $24/shr but unable to get there thus far - CNBC (Warner Bros. Discovery Inc) (More at"
X Link @Trade_The_News 2025-10-10T13:44Z 32.6K followers, 2077 engagements

"$SMH TTN Reminder: Phoenix Convention Center hosts top US semiconductor conf during Oct 7-9 for the first time expected to be the largest SEMICON West in XX years (Semiconductors Holders Trust) (More at"
X Link @Trade_The_News 2025-10-07T05:33Z 32.6K followers, 2138 engagements