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# ![@Trade_The_News Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::47519668.png) @Trade_The_News TradeTheNews.com

TradeTheNews.com posts on X about $nvda, nvda, $amd, summary the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::47519668/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::47519668/c:line/m:interactions.svg)

- X Week XXXXXXX +23%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +15%
- X Year XXXXXXXXX -XXXX%

### Mentions: XX [#](/creator/twitter::47519668/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::47519668/c:line/m:posts_active.svg)

- X Week XXX +9.80%
- X Month XXX -XX%
- X Months XXXXX -XX%
- X Year XXXXX +21%

### Followers: XXXXXX [#](/creator/twitter::47519668/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::47519668/c:line/m:followers.svg)

- X Week XXXXXX +0.25%
- X Month XXXXXX +1.10%
- X Months XXXXXX +6.90%
- X Year XXXXXX +14%

### CreatorRank: XXXXXXX [#](/creator/twitter::47519668/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::47519668/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::47519668/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [currencies](/list/currencies)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[$nvda](/topic/$nvda) #573, [nvda](/topic/nvda) #159, [$amd](/topic/$amd) #703, [summary](/topic/summary) #388, [announces](/topic/announces) #931, [open ai](/topic/open-ai) 1.7%, [momentum](/topic/momentum) #1338, [oracle](/topic/oracle) #255, [taiwan semiconductor](/topic/taiwan-semiconductor) #201, [$tsm](/topic/$tsm) #78

**Top accounts mentioned or mentioned by**
[@customer](/creator/undefined) [@hiteshkar](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [Alibaba Group (BABA)](/topic/$baba) [Oracle Corporation (ORCL)](/topic/$orcl) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Vertiv Holdings Co (VRT)](/topic/$vrt) [GM (GM)](/topic/$gm) [Beyond Meat, Inc. (BYND)](/topic/$bynd) [United Parcel Service, Inc. (UPS)](/topic/$ups) [Palantir (PLTR)](/topic/$pltr) [DisChain (DIS)](/topic/$dis) [Eli Lilly and Company (LLY)](/topic/$lly) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [IonQ, Inc. (IONQ)](/topic/$ionq) [General Motors Company (GM)](/topic/general-motors) [Spacemesh (SMH)](/topic/$smh) [Amphenol Corporation (APH)](/topic/$aph) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Micron Technology, Inc. (MU)](/topic/$mu) [Danaher Corporation (DHR)](/topic/$dhr) [Tesla, Inc. (TSLA)](/topic/tesla) [American Airlines Group Inc (AAL)](/topic/american-airlines-group-inc) [Blackstone, Inc. (BX)](/topic/$bx) [Plug Power, Inc. (PLUG)](/topic/$plug) [Twilio, Inc. (TWLO)](/topic/$twlo) [Datadog Inc (DDOG)](/topic/$ddog) [US Foods Holding Corp. (USFD)](/topic/$usfd) [Tyson Foods, Inc. (TSN)](/topic/$tsn) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Lucid Group Inc (LCID)](/topic/$lcid)
### Top Social Posts [#](/creator/twitter::47519668/posts)
---
Top posts by engagements in the last XX hours

"$MU Reportedly Micron exec warns DRAM market tightness to worsen through 2026 - DigiTimes (Micron Technology Inc.) **Reminder: Sept 12th Reportedly Micron freezes prices on all products for one week and even unwilling to discuss long-term contracts for 2026 as inference AI fuels surge in SSD demand and supply shortages amid memory supply constraints migrate from DRAM to NAND - TrendForce (More at"  
[X Link](https://x.com/Trade_The_News/status/1980244154979332443) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-20T12:06Z 32.7K followers, 5621 engagements


"$DHR TTN Summary of 08:00ET Earnings Call: Guides initial FY26 Core Rev growth 3-6%; Based on what were seeing today we expect cautious equipment spending through the remainder of the year -; Pharma end market robustglobal monoclonal antibody production remained strong; pharma R&D saw a modest recovery while academic/government demand stayed soft amid funding uncertainty. (Danaher Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1980611566920667281) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T12:26Z 32.7K followers, 1752 engagements


"$TSM Said to be developing its own EUV pellicle shields to lower defect rates and capital intensity for sub-2 nm production a move that could extend the lifespan of current EUV tools delay costly High-NA adoption $ASML - press (Taiwan Semiconductor Manufacturing Company Limited) (More at"  
[X Link](https://x.com/Trade_The_News/status/1980869064101593543) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-22T05:29Z 32.7K followers, 2122 engagements


"$RMS.FR TTN Summary of 03:00ET Earnings Call: For the first week of Octoberwe saw quite strong and dynamic business; Price increases for next year will be below the price increase of this year (Hermes) - Q4 will face a XXX million higher comparison basis but early October trends leave us confident across all regions - Our stocks have been rebuilt and will be at a similar level to that same time last year to prepare for the end of the year and for the Chinese New Year - We have no business in Russia anymore; all stores are closed and were exiting leases keeping only one for legal obligations -"  
[X Link](https://x.com/Trade_The_News/status/1980912042815979910) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-22T08:20Z 32.7K followers, 1804 engagements


"$VRT Reports Q3 $XXXX v $1.00e Rev $2.68B v $2.58Be; Raises outlook; Sees Vertiv is strategically positioned to deliver strong growth for the balance of 2025 and for 2026; Notes "the digital age is just beginning" (Vertiv Holdings Co) - Guides Q4 Adj EPS $1.23-1.29 v $1.25e Rev $2.81-2.89B v $2.81Be - Raises FY25 EPS $4.07-4.13 v $3.84e Rev $10.16-10.24B v $10.1Be (More at"  
[X Link](https://x.com/Trade_The_News/status/1980936407121080367) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-22T09:56Z 32.7K followers, 1933 engagements


"$TSLA TTN Summary Earnings Call: Confident we can expand Tesla's production does not provide timeline; production-intent Optimus prototype will be ready to show off in Q1 likely February or March; Musk says Teslas idle cars could provide XXX GW of distributed inference capacity (Tesla Inc) - No safety drivers in large parts of Austin by year-end; robotaxi operations in XXX regions (including NV FL AZ) by year-end subject to regulatory approvals. - Vehicle capacity expansion to X million annual units within XX months; Cybercab (no steering wheel or pedals) volume production starts Q2"  
[X Link](https://x.com/Trade_The_News/status/1981219000387313992) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T04:39Z 32.7K followers, 5941 engagements


"$AAL Reports Q3 -$0.17 v -$0.27e Rev $13.7B v $13.6Be; Guides Q4 strong and raises FY outlook (American Airlines Group Inc) - Raises FY25 adj EPS $0.65-0.95 v $0.35e (prior: -$0.20 to +$0.80) - Guides Q4 adj EPS $0.45-0.75 v $0.30e Guides Q4 Rev +3-5% y/y (implies $14.5B v $13.9Be) Capacity (ASM) +3-5% y/y CASM ex fuel +2.5-4.5% y/y Adj Op Margin 5-7% (More at"  
[X Link](https://x.com/Trade_The_News/status/1981315538807558574) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T11:03Z 32.7K followers, 1484 engagements


"$BX President Gray: Feels like things are changing in M&A markets can feel animal spirits recovering; Inflation trends lines are still good; Our inflation data on rental housing is running at XXX% hourly wages running at X% v X% year ago - CNBC (The Blackstone Group Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1981335060163838414) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T12:21Z 32.7K followers, 1782 engagements


"What earnings to watch this week (roughly XX% of S&P500 index still due to report their quarterly results): $UPS $BABA $SONY $DIS $PLTR $TWLO $PLUG $LLY $DDOG $TSN $USFD $RIVN $LCID $TTD $2317.TW"  
[X Link](https://x.com/Trade_The_News/status/1688474335898427392) [@Trade_The_News](/creator/x/Trade_The_News) 2023-08-07T08:57Z 32.7K followers, 5747 engagements


"(EU) Select European Premarket Movers Upside - Gerresheimer GXI.DE +4.5-5.0% (Warburg and KKR said to pair up in advanced discussions to bid for Gerresheimer after other suitors drop out) - Hugo Boss BOSS.DE +4.5% (results) - Hannover Re HNR1.DE +2.0-2.5% (results) - Schneider Electric SU.FR +2.5% (Goldman raised to buy) - K+S SDF.DE +2.0% (results) - Halma HLMA.UK +0.5% (results) - Savills SVS.UK +0.5% (results) Downside - DocMorris DOCM.CH -XXX% (final FY24 results) - Grenke GLJ.DE -XXX% to -XXX% (results) - Bilfinger GBF.DE -XXX% (HSBC cuts to hold) - PKO PKO.PL -XXX% (Q4 results) -"  
[X Link](https://x.com/Trade_The_News/status/1900090378922934580) [@Trade_The_News](/creator/x/Trade_The_News) 2025-03-13T07:43Z 32.7K followers, 1469 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](https://x.com/Trade_The_News/status/1910223014395797877) [@Trade_The_News](/creator/x/Trade_The_News) 2025-04-10T06:47Z 32.7K followers, 1986 engagements


"$WAT Waters and BD's $BDX Biosciences & Diagnostic Solutions Business to Combine in $17.5B Deal Creating a Life Science and Diagnostics Leader Focused on Regulated High-Volume Testing (Waters Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1944703656642716004) [@Trade_The_News](/creator/x/Trade_The_News) 2025-07-14T10:20Z 32.7K followers, 3181 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](https://x.com/Trade_The_News/status/1948619354012057854) [@Trade_The_News](/creator/x/Trade_The_News) 2025-07-25T05:40Z 32.7K followers, 4214 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](https://x.com/Trade_The_News/status/1962864612795191661) [@Trade_The_News](/creator/x/Trade_The_News) 2025-09-02T13:06Z 32.7K followers, 2868 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](https://x.com/Trade_The_News/status/1966096634229501979) [@Trade_The_News](/creator/x/Trade_The_News) 2025-09-11T11:09Z 32.7K followers, 2251 engagements


"Upside: $GCTK +135% (secures $20M investment) $HCWB +79% (momentum following T-cell engager targeting solid tumors data) $IBEX +25% (earnings guidance) $ANEB +18% (announces update on Going Private Transaction and strategic alternatives; after announcing a going private transaction on July XX 2025 the Company received inbound interest from potential financial and strategic partners) $WLDS +11% (prices $4M Registered Direct Offering and Concurrent Private Placement of 670K shares at $6.00/shr) $FUN +9.7% (reports Aug attendance; affirms FY25 guidance) $WBD +8.9% (NY Times Dealbook piece on"  
[X Link](https://x.com/Trade_The_News/status/1966482759766933671) [@Trade_The_News](/creator/x/Trade_The_News) 2025-09-12T12:43Z 32.7K followers, 3410 engagements


"$EMR TTN Summary of 09:00ET JPMorgan U.S. All Stars Conference: Q4 orders expected at the lower end of the XX% growth guide; sales likely at the lower end of the XX% range but earnings projected at the upper end of guidance due to strong execution (Emerson Electric Co) (More at"  
[X Link](https://x.com/Trade_The_News/status/1967944099832463522) [@Trade_The_News](/creator/x/Trade_The_News) 2025-09-16T13:30Z 32.7K followers, 1873 engagements


"$LYV FTC sues Live Nation and TicketMaster for engaging in illegal ticket resale tactics and deceiving artists and consumers over price and ticket limits (Live Nation Entertainment Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1968693599479992339) [@Trade_The_News](/creator/x/Trade_The_News) 2025-09-18T15:08Z 32.7K followers, 2176 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](https://x.com/Trade_The_News/status/1969019359830966713) [@Trade_The_News](/creator/x/Trade_The_News) 2025-09-19T12:42Z 32.7K followers, 3086 engagements


"(EU) Select European Morning Movers Upside - Ipsen +2.5-3.0% (initiates Phase III of LANTIC trial of IPN10200) - Idorsia +3.0% (launches Simcere in China) - Banco de Sabadell +1.0-2.0% (BBVA raises bid offer by 10%) - Novo Nordisk +1.0-1.5% (readacross from FT reporting Pfizer is near $7.3B takeover of Metsera) Downside - Porsche -XXX% (Cuts FY25 return on sales and automotive margins) - Volkswagen -XXX% (Cuts FY25 return on sales and automotive net clean net cash flow) - EasyJet -XXX% Ryanair -XXX% Lufthansa -XXX% IAG -XXX% (Cyber-attack on weekend across several major European airlines)"  
[X Link](https://x.com/Trade_The_News/status/1970029883112685628) [@Trade_The_News](/creator/x/Trade_The_News) 2025-09-22T07:38Z 32.7K followers, 2116 engagements


"$NVDA OpenAI and NVIDIA Announce Strategic Partnership to Deploy XX Gigawatts of NVIDIA Systems; Nvidia to invest up to $100B in OpenAI (Nvidia Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1970157773686980658) [@Trade_The_News](/creator/x/Trade_The_News) 2025-09-22T16:06Z 32.7K followers, 1804 engagements


"$SAP EU opens anti-competitive probe over possible restrictions in maintenance and support services for its ERP software (SAP SE) (More at"  
[X Link](https://x.com/Trade_The_News/status/1971150154007822663) [@Trade_The_News](/creator/x/Trade_The_News) 2025-09-25T09:49Z 32.7K followers, 1689 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](https://x.com/Trade_The_News/status/1971211089753895154) [@Trade_The_News](/creator/x/Trade_The_News) 2025-09-25T13:52Z 32.7K followers, 1677 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](https://x.com/Trade_The_News/status/1972529626443366535) [@Trade_The_News](/creator/x/Trade_The_News) 2025-09-29T05:11Z 32.7K followers, 2076 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](https://x.com/Trade_The_News/status/1972649088844808653) [@Trade_The_News](/creator/x/Trade_The_News) 2025-09-29T13:06Z 32.7K followers, 2983 engagements


"$FICO CEO: We have responed to the call in trying to keep prices down in the industry; The news today is good for FICO but in quiet period and won't comment on specific guidance - CNBC (Fair Isaac Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1973772230388568537) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-02T15:29Z 32.7K followers, 1652 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](https://x.com/Trade_The_News/status/1975154391473705451) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-06T11:01Z 32.7K followers, 2569 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](https://x.com/Trade_The_News/status/1975165669873258537) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-06T11:46Z 32.7K followers, 4736 engagements


"$BABA Qwen exec: Alibaba sets up in-house robot AI team (Alibaba Group Holding Limited) (More at"  
[X Link](https://x.com/Trade_The_News/status/1975868451634692272) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-08T10:18Z 32.7K followers, 1465 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](https://x.com/Trade_The_News/status/1976570081271239021) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-10T08:46Z 32.7K followers, 2132 engagements


"$LIT Reportedly Chinese team makes decisive step towards holy grail of next-gen batteries; The team led by researchers from the Chinese Academy of Sciences developed a self-healing interface that works like a liquid seal - SCMP (Global X Lithium ETF) - This development could bring solid-state batteries out of the lab and into practical use delivering safer and more efficient power for products ranging from humanoid robots to electric aircraft and vehicles (More at"  
[X Link](https://x.com/Trade_The_News/status/1976619279475671302) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-10T12:02Z 32.7K followers, 1905 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](https://x.com/Trade_The_News/status/1978040465069891625) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-14T10:09Z 32.7K followers, 2156 engagements


"$CRM Salesforce and OpenAI sign expanded strategic partnership establishing a new generation of employee and consumer experiences powered by Salesforce's Agentforce XXX and OpenAI frontier models. (Salesforce Inc.) - This first of its kind partnership will let companies access Salesforce's Agentforce XXX platform in ChatGPT querying sales records reviewing customer conversations or building Tableau visualizations simply by typing a query into ChatGPT. They can also use OpenAIs latest frontier models including GPT-5 to build AI agents and prompts within the Salesforce Platform. And a new"  
[X Link](https://x.com/Trade_The_News/status/1978068763506327870) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-14T12:01Z 32.7K followers, 2602 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](https://x.com/Trade_The_News/status/1978070094828675431) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-14T12:07Z 32.7K followers, 1961 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](https://x.com/Trade_The_News/status/1978363064882786664) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-15T07:31Z 32.7K followers, 1902 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](https://x.com/Trade_The_News/status/1978412028994765281) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-15T10:45Z 32.7K followers, 2295 engagements


"$TSM *CFO: GUIDES Q4 REV $32.2-33.4B V $32.0BE - EARNINGS CALL (Taiwan Semiconductor Manufacturing Company Limited (TSMC)) - Guides Q4 op margin 49-51% v XXXX% q/q gross margin 59-61% v XXXX% q/q (More at"  
[X Link](https://x.com/Trade_The_News/status/1978704562304225730) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-16T06:08Z 32.7K followers, 2166 engagements


"$TSM *RAISES AGAIN FY25 REV MID-30%S Y/Y IN USD TERMS (IMPLIES $117.4-121.9B V $120.6BE) (PRIOR +30% Y/Y IMPLIED $117B) (Taiwan Semiconductor Manufacturing Company Limited (TSMC)) - AI-related demand continues to be very strong prompting sustained investment to support customer growth in next-gen computing. (More at"  
[X Link](https://x.com/Trade_The_News/status/1978706078402580916) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-16T06:14Z 32.7K followers, 1939 engagements


"$SBUX Ticks higher after CNBC's Cramer clarifies that CEO sees value of China business $10B (Starbucks Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1978818609699852375) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-16T13:41Z 32.7K followers, 3048 engagements


"$AMD Tier1 analysts: After OpenAI deal now see X% AI accelerator share for AMD by CY27 vs. just 3-4% prior; Note at full XXX% deployment AMD share could further expand toward 7.5%. (Advanced Micro Devices Inc) - Risks include rack-scale execution - it took industry leader $NVDA 2-3 quarters to figure out the yield/supply chain/logistics of ramping the new type of product (More at"  
[X Link](https://x.com/Trade_The_News/status/1979060131787604394) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-17T05:41Z 32.7K followers, 2085 engagements


"(EU) Select European Morning Movers - Deutsche Bank $DBK.DE -XXX% (two US regional banks weighed on sentiment and raised concerns about the credit market) - ASML $ASML.NL -XXX% (Oracle has not provided Capex outlook) - Novo Nordisk $NOVOB.DK -XXX% (Trump: Think cost of GLP-1 weight loss drugs will come down 'pretty fast' we are negotiating for lower prices) - Sabadell $BBVA.ES -XXX% (BBVA's takeover fell short to reach a minimum acceptance threshold) - Rheinmetall $RHM.DE -XXX% (Trump-Putin agreed to meet again) - Volvo $VOLVA.SE -XXX% (earnings) - EssilorLuxottica $EL.FR +12.0% (earnings) -"  
[X Link](https://x.com/Trade_The_News/status/1979100433818730945) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-17T08:21Z 32.7K followers, 2668 engagements


"(CN) China Cabinet meeting: To integrate AI in logistics system **Note: in Aug $BABA Alibaba International announces the next iteration in the evolution of its B2B search engine Accio with the addition of the world's first AI Agent for global trade; Automating XX% of traditionally manual workflows slashing weeks of research and sourcing coordination into minutes (More at"  
[X Link](https://x.com/Trade_The_News/status/1979144572774084638) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-17T11:16Z 32.7K followers, 1768 engagements


"$BABA Said to have introduced Aegaeon computing pooling solution that it said led to an XX% cut in the number of Nvidia graphics processing units (GPUs) needed to serve its AI models and potentially reshaping AI workloads - SCMP (Alibaba Group Holding Limited) $NVDA $AMD $GOOGL $MSFT $ORCL $CRWV (More at"  
[X Link](https://x.com/Trade_The_News/status/1980141277459923094) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-20T05:17Z 32.7K followers, 2519 engagements


"$BABA TTN Research Alert: If Aegaeons results generalize Alibaba is claiming a step-change in AI serving economics: an XX% reduction in GPUs for a live model marketplace by turning request-level autoscaling into token-level preemption; This is a serving breakthrough - If Aegaeons numbers hold outside Alibabas marketplace the most overlooked point is not the headline XX% cut in GPUs but the mechanism: it monetizes slack at the token boundary and arbitrages long-tail demand into near-full GPUs. In the papers production trace Alibaba moved a mixed fleet of XX models from 1192 H20s to XXX H20s"  
[X Link](https://x.com/Trade_The_News/status/1980150533236138355) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-20T05:54Z 32.7K followers, 3168 engagements


"⚠ $EWJ *TTN Election Preview: Japans new minority math: why an LDP-JIP deal is consequential in ways most observers are missing; With XXX not XXX in the lower house the government will likely live by micro-alliances (MSCI Japan iShares) - Japans new arithmetic is narrow but pivotal: LDP plus JIP totals XXX Lower House and XXX Upper House seatsstill two and six short of outright majoritiesand JIPs support is explicitly external with no cabinet posts. That is enough to elect Sanae Takaichi in the October XX Diet vote where the Lower House prevails if the chambers disagree but not enough to pass"  
[X Link](https://x.com/Trade_The_News/status/1980233371448963162) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-20T11:23Z 32.7K followers, 1753 engagements


"$ASML Reportedly AMIES Technology a newly emerged Chinese lithography equipment maker unveiled products seen as signaling renewed momentum in Chinas push to reduce reliance on ASML - TrendForce (ASML Holding N.V.) **Note: Tier1 analysts citing call with lithography expert: EUV will become a reality in China in five years with an indigenous EUV ecosystem albeit at performance levels similar to ASML in 2014; Although inferior in performance to ASML such tools would be "good enough" for China (More at"  
[X Link](https://x.com/Trade_The_News/status/1980510068962451724) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T05:42Z 32.7K followers, 2131 engagements


"$IONQ Achieves the worlds highest two-qubit gate performance with fidelity exceeding XXXXX% the first and only quantum computing company to cross the four-nines benchmark surpasses the previous world record of XXXXX% set in 2024 by Oxford Ionics now part of IonQ (IONQ Inc) - Says now on a clear path to millions of qubits whilst unlocking powerful new commercial applications sooner (More at"  
[X Link](https://x.com/Trade_The_News/status/1980545356396962021) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T08:03Z 32.7K followers, 2358 engagements


"$GM Reports Q3 $XXXX v $2.25e Rev $48.6B v $44.2Be; Raises outlook (General Motors Company) - Raises FY25 EPS $9.75-10.50 v $9.45e Adj EBIT $12.0-13.0B (prior: EPS $8.25-10.00 Adj EBIT $10-12.5B) - Cuts calendar 2025 gross tariff impact at $3.5-4.5B (prior: $4-5B); Tariff mitigation actions are expected to offset XX% due to a lower tariff base - earnings slides - Affirms 2025 North America pricing +0.8-1.0% (prior up 0.51.0% YoY) - Tracking to 5060 day end of year inventory target; EV inventory down almost XX% since the end of June (More at"  
[X Link](https://x.com/Trade_The_News/status/1980583767153496476) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T10:35Z 32.7K followers, 1794 engagements


"$GM Its clear that ICE volumes will remain higher for longer; expect to reduce EV losses in 2026 and beyond; Sees Orion Assembly comes back online in early 2027 - shareholder letter (General Motors Company) (More at"  
[X Link](https://x.com/Trade_The_News/status/1980584546136461806) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T10:38Z 32.7K followers, 1714 engagements


"$VKTX Initiates exploratory maintenance dosing study of VK2735 the company's dual agonist of the glucagon-like peptide X (GLP-1) and glucose-dependent insulinotropic polypeptide (GIP) receptors (Viking Therapeutics Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1980591427105988795) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T11:06Z 32.7K followers, 1796 engagements


"Upside: $ETWO +26% (Wisetech Global (Australia) announces strategic acquisition of cloud-based logistics software provider E2Open for $3.30/shr in cash for EV $2.1B) $MTAL +17% (Harmony Gold to buy Australian MAC Copper for $1B) $ATS +16% (earnings guidance) $DJT +9.8% (plans to raise $3B to spend on cryptocurrencies) $INFA +5.5% (confirms to be acquired by Salesforce at $25/shr in cash-debt) $CRWV +4.3% (momentum) $WRD +4.3% (announces expansion into Saudi Arabia; will be launching Robotaxi trial operations in Saudi Arabia on Uber in the coming months) $ONC +3.6% (launches following"  
[X Link](https://x.com/Trade_The_News/status/1927346505741918321) [@Trade_The_News](/creator/x/Trade_The_News) 2025-05-27T12:49Z 32.7K followers, 1911 engagements


"$SE Reports Q2 $XXXX v $0.99e (unclear if comp) Rev $5.26B v $5.12Be; Expect Shopee GMV growth momentum to carry into Q3 (Sea Limited) - Adj EBITDA $829M v $448.5M y/y v $788Me margin XXXX% - E-commerce GMV $29.8B +28.2% y/y v $28.6B q/q - CEO: After a record-high Q1 Shopee has delivered another record-breaking Q2. GMV grew XX% year-on-year in the first half and we expect this growth momentum to carry into Q3. On Brazil he added This quarter we celebrated Shopees 5-year anniversary in Brazil and I am very proud of what the team has achieved: we have become the market leader by order volume we"  
[X Link](https://x.com/Trade_The_News/status/1955215950556356986) [@Trade_The_News](/creator/x/Trade_The_News) 2025-08-12T10:33Z 32.7K followers, 5748 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](https://x.com/Trade_The_News/status/1973365408716542331) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-01T12:32Z 32.7K followers, 2170 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](https://x.com/Trade_The_News/status/1977665283700465826) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-13T09:18Z 32.7K followers, 1796 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](https://x.com/Trade_The_News/status/1978066140367581422) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-14T11:51Z 32.7K followers, 6023 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](https://x.com/Trade_The_News/status/1978074974117138925) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-14T12:26Z 32.7K followers, 2076 engagements


"$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](https://x.com/Trade_The_News/status/1978422949573976397) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-15T11:29Z 32.7K followers, 2140 engagements


"$TSM Reports Q3 (NT$) Net 452.3B v 417.7Be Op 500.7B v 360.8B y/y Rev 989.9B v 989.9B prelim (Taiwan Semiconductor Manufacturing Company Limited (TSMC)) - Rev $33.1B v $31.5Be - Op margin: XXXX% v XXXX% y/y - Gross margin: XXXX% v XXXX% y/y - Capex $9.7B v $9.63B q/q - Comments: By technology 3nm process technology contributed XX% of total wafer revenue in 3Q25 while 5nm and 7nm accounted for XX% and XX% respectively. Advanced technologies (7nm and below) accounted for XX% of total wafer revenue From a geographic perspective revenue from customers based in North America accounted for XX% of"  
[X Link](https://x.com/Trade_The_News/status/1978695697667887490) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-16T05:33Z 32.7K followers, 23.5K engagements


"$TRV Reports Q3 $XXXX adj v $6.01e Rev $12.5B v $12.4Be; Net Written Premiums missed est (The Travelers Companies Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1978787591131447396) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-16T11:38Z 32.7K followers, 1538 engagements


"$GTLB Datadog said to explore fresh takeover bid for Gitlab - press (GitLab Inc. Class A Common Stock) (More at"  
[X Link](https://x.com/Trade_The_News/status/1978910563833979332) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-16T19:46Z 32.7K followers, 2531 engagements


"$NVDA Nvidia and TSMC $TSM unveil first completed US-made wafer that will eventually become Blackwell chips for AI purposes; Note this is "the single most important chip is now being produced in America" - Axios (Nvidia Corporation) - CEO Huang repeatedly made clear this is "just the beginning" of AI-related manufacturing in US. $AMD $SMH (More at"  
[X Link](https://x.com/Trade_The_News/status/1979461007387885815) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-18T08:14Z 32.7K followers, 3107 engagements


"Upside: $REPL +90% (US FDA accepts BLA Resubmission of RP1 for Treatment of Advanced Melanoma) $BYND +56% (sets date for Special Meeting for proposals related to Exchange Offer) $RAPT +52% (announces with Shanghai Jeyou Pharmaceutical Positive Topline Data from Phase X Trial of RPT904 (JYB1904) in Chronic Spontaneous Urticaria) $CELC +51% (detailed Results from PIK3CA Wild-Type Cohort of Phase X VIKTORIA-1 Trial Presented at 2025 ESMO Congress Demonstrate Potential for Gedatolisib Regimens to be Practice Changing for Patients with HR+/HER2- Advanced Breast Cancer) $DVLT +17% (partners with"  
[X Link](https://x.com/Trade_The_News/status/1980257736806862892) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-20T13:00Z 32.7K followers, 3252 engagements


"$SMR TTN Research Alert: Can SMRs save the grid on todays AI build cadence SMRs match the type of power AI wants (firm local 247) but they just dont match the upcoming multi-GWs 2026-2028 calendar (Nuscale Power Corp) - Short answer: SMRs are the right asset but the wrong clock for 2026-2028. The demand shock is arriving on a hardware timetable while nuclear still moves on a licensing and EPC timetable. In the U.S. the median project that reached service in 2023 spent about X years in the interconnection queue and it is very likely longer now as the overall trend is worsening as larger loads"  
[X Link](https://x.com/Trade_The_News/status/1980607275224973545) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T12:09Z 32.7K followers, 2090 engagements


"$GE TTN Summary of 07:30ET Earnings Call: We dont expect 2025 growth to repeat in 2026 instead normalizing toward our projected double-digit medium-term levels (GE Aerospace) (More at"  
[X Link](https://x.com/Trade_The_News/status/1980612454410293444) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T12:29Z 32.7K followers, 1625 engagements


"Upside: $NERV +168% (announces financing of up to $200M to advance Roluperidone for Treatment of Negative Symptoms in Patients with Schizophrenia through a Phase X Confirmatory Trial and Resubmission of NDA and preparation for US Commercial Launch if Approved) $BYND +48% (momentum) $BOF +28% (reports prelim Q3 revenue) $EOSE +19% (announces Strategic Collaboration with Talen Energy to Advance Power Capacity for AI Infrastructure in Pennsylvania) $FLXS +14% (earnings) $GM +11% (earnings guidance) $GLXY +10% (earnings) $CCK +7.5% (earnings guidance) $BILI +6.1% (successful game launch) $FLR"  
[X Link](https://x.com/Trade_The_News/status/1980615680706666887) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T12:42Z 32.7K followers, 2694 engagements


"$HAL TTN Summary of 09:00ET Earnings Call: 2026 capex reset to about $X billion a nearly XX% reduction vs. 2025 spend (Halliburton Company) (More at"  
[X Link](https://x.com/Trade_The_News/status/1980623047125061973) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T13:11Z 32.7K followers, 1645 engagements


"$CCK TTN Summary of 09:00ET Earnings Call: North American beverage shipments down X% in Q3 after slow July/August but rebounding +3% in September with October volumes remaining strong. (Crown Holdings Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1980624823731556481) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T13:18Z 32.7K followers, 1690 engagements


"AI Risk Radar Coming weeks - Hyperscalers (Microsoft Meta Google Amazon) issue formal FY26 Capex guidance Oct 2729 2025 - NVIDIA GTC Washington D.C. spotlights GPU and AI computing leadership across industries. Nov 1821 2025 - Microsoft Ignite (San Francisco) showcases Azure AI cloud developer tools and enterprise integrations. Nov XX 2025 - NVIDIA Q3 FY2026 earnings reveal AI data center revenue trajectory and H100/GB200 supply guidance. Dec XX 2025 - AWS re:Invent (Las Vegas) unveils new generative AI services and Trainium/Inferentia silicon roadmap. Late 2025 - OpenAI completes Broadcom"  
[X Link](https://x.com/Trade_The_News/status/1980704468988477727) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T18:35Z 32.7K followers, 2064 engagements


"$NFLX TTN Summary earnings call: Business is very healthy; Op Income would have exceeded forecast if not for Brazilian tax dispute (Netflix Inc) - Canelo-Crawford fight drove 41m live+1 viewers top boxing viewership of the century in XX countries; live events yield outsized acquisition and engagement boosts; upcoming lineup includes Jake Paul vs Tank (Nov 14) NFL Christmas doubleheader Skyscraper Live WWE weekly 2026 World Baseball Classic (Japan) and 2027/31 Womens World Cup. - Unchanged 2026 objectives: full-year 2026 guidance to be issued in January targeting healthy revenue growth margin"  
[X Link](https://x.com/Trade_The_News/status/1980866724246221244) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-22T05:20Z 32.7K followers, 1892 engagements


"$VRT Provides look into 2026; Expecting AI infrastructure deployment in EMEA to accelerate in 2026; While tariffs remain fluid and uncertain our execution of tariff countermeasures remains in focus - earnings slides (Vertiv Holdings Co) - We are currently positioned to materially offset this impact exiting first quarter 2026 driving a year-over-year tailwind for full year 2026 (More at"  
[X Link](https://x.com/Trade_The_News/status/1980947294888382613) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-22T10:40Z 32.7K followers, 2277 engagements


"$APLD Signs $5B lease agreement with a U.S. Based Investment Grade Hyperscaler at its state-of-the-art purpose-built Polaris Forge X Campus currently under construction near Harwood North Dakota (Applied Digital Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1980967703020974267) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-22T12:01Z 32.7K followers, 1602 engagements


"$APH Reports Q3 $XXXX v $0.79e Rev $6.19B v $5.48Be; Organic net sales +41% y/y (Amphenol Corporation) - Guides Q4 $0.89-0.91 v $0.79e (More at"  
[X Link](https://x.com/Trade_The_News/status/1980968576241578319) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-22T12:04Z 32.7K followers, 1682 engagements


"Upside: $BYND +80% (expands distribution with Walmart) $VICR +27% (earnings) $DNUT +23% (momentum) $FLWS +23% (momentum) $ISRG +18% (earnings guidance) $NRIX +14% (initiates DAYBreak Pivotal Study of Bexobrutideg in Relapsed or Refractory Chronic Lymphocytic Leukemia; files to sell $250M Registered Offering of 24.5M Shares at $10.21/shr) $WGO +13% (earnings guidance) $PEGA +12% (earnings) $APH +9.1% (earnings guidance) $HCSG +8.6% (earnings) $VRT +7.6% (earnings guidance) $BIOA +6.6% (CitiGroup Raised BIOA to Buy from Neutral price target: $10) $APLD +6.4% (signs $5B 15-year lease agreement"  
[X Link](https://x.com/Trade_The_News/status/1980978464720126070) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-22T12:44Z 32.7K followers, 3015 engagements


"$MHO TTN Summary of 10:30ET Earnings Call: New contracts down X% y/y in Q3 with monthly trends flat in July +4% in August and -XX% in September; cancellation rate steady at XX% mirroring last Septembers elevated baseline. (M/I Homes Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1981011299363377542) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-22T14:54Z 32.7K followers, 1621 engagements


"*(US) TRUMP ADMIN SAID TO BE IN TALKS FOR STAKES IN SOME US QUANTUM COMPUTING COMPANIES - WSJ - Companies said to include IonQ Rigetti Computing D-Wave Quantum $IONQ $QBTS $RGTI - Minimum US govt funding awards said to be $10M each (More at"  
[X Link](https://x.com/Trade_The_News/status/1981221027783864429) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T04:47Z 32.7K followers, 1786 engagements


"$BABA Said to be opening pre-orders for its AI glasses as of midnight tonight; the glasses cost CNY4.7K- US financial press (Alibaba Group Holding Limited) - Deliveries are planned to begin from December - The AI Glasses support hands-free calling music streaming real-time translation (More at"  
[X Link](https://x.com/Trade_The_News/status/1981235642840355159) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T05:46Z 32.7K followers, 1518 engagements


"$SMH Tier1 analysts: Nexperia can trigger a new chip shortage; Nexperia chips are simple but crucial for the auto industry; Nexperia sells over 100B semiconductor chips p.a. which accounts for XX% of the global supply of basic semiconductors with XX% of these chips are sold to the auto industry $GM $F $STLA - The entire Western auto industry now gets a reminder that it should better get not too dependent on Chinese auto parts even if they are cheaper. (More at"  
[X Link](https://x.com/Trade_The_News/status/1981245567901524342) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T06:25Z 32.7K followers, 1799 engagements


"$AIQ TTN Research Alert: When beats dont bid: what Vertiv Oracle repricing of AI impact on CRM and the circular AI flywheel say about the next leg; Markets seem to be starting to grade AI on FCF and physics not poetry $ORCL $VRT $NVDA 1) The tape is whispering before the headlines do. Data center power-and-cooling bellwether Vertiv (VRT) has become a kind of Geiger counter for AI infrastructure demand. Its post-earnings reaction yesterday has been erratic even on strong print and enormous jump in organic orders despite upbeat guidancean early hint that perfection is priced in. Meanwhile"  
[X Link](https://x.com/Trade_The_News/status/1981278141441044728) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T08:34Z 32.7K followers, 1533 engagements


"$UNP TTN Summary of 08:45ET Earnings Call: Q4 volumes running down X% y/y driven by a tough comp in international intermodal; merger costs and a pause in share repurchases set to pressure Q4 EPS and operating ratio versus last years record quarter. (Union Pacific Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1981344260147368448) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T12:57Z 32.7K followers, 1485 engagements


"Upside: $VTYX +94% (Phase X Study of VTX3232 in Participants with Obesity and Cardiovascular achieved XX% reduction in hsCRP within the first week) $QBTS +18% (Trump Administration reportedly in discussion for stakes in US quantum computing companies) $QUBT +11% (Trump Administration reportedly in discussion for stakes in US quantum computing companies) $RGTI +11% (Trump Administration reportedly in discussion for stakes in US quantum computing companies) $LC +10% (earnings guidance) $IONQ +9.0% (Trump Administration reportedly in discussion for stakes in US quantum computing companies) $LVS"  
[X Link](https://x.com/Trade_The_News/status/1981347763699745086) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T13:11Z 32.7K followers, 2494 engagements


"$ITGR TTN Summary of 09:00ET Earnings Call: Preliminary 2026 guidance: organic sales flat to +4% (down in 1H26 recovering in 2H26) reported sales X% to +2% (includes X% headwind from final portable medical time buys); return to above-market organic growth expected in 2027. (Integer Holdings Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1981348043279516071) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T13:12Z 32.7K followers, 2033 engagements


"$MDM.FR TTN Summary of 12:00ET Earnings Call: Guidance for Q4 2025 calls for a slight positive top-line growth despite early October trading under pressure. (Maisons du Monde) (More at"  
[X Link](https://x.com/Trade_The_News/status/1981420685302903188) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T18:01Z 32.7K followers, 1369 engagements


"🟠 TTN Research Alert: The New #Gerrymander (Dummymander) Trilemma: Inside the State-by-State Redistricting Blitz That Sets the House Math Before a Single Ad Airs; How Texas Missouri and North Carolina Built a Quiet R+7 and Why Californias Prop XX Could Lower Bar for Dems Next Month - Republicans are using mid-decade map changes in states they control (Texas Missouri North Carolina) while Democrats are counter-mobilizing in states they control (California) and in court (Utah). Layer on the long arc of legal rulings that weakened federal guardrails (Shelby County) and narrowed"  
[X Link](https://x.com/Trade_The_News/status/1980974380592005291) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-22T12:27Z 32.7K followers, 1606 engagements


"*(JP) RENGO LARGEST TRADE UNION IN JAPAN SEEK WAGE HIKES OF X% OR MORE IN 2026 V XXXX% ON AVERAGE IN 2025 - PRESS **Note: Steady wage rises are prerequisite for BOJ to resume rate hikes (More at"  
[X Link](https://x.com/Trade_The_News/status/1981255034030412118) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T07:03Z 32.7K followers, 1422 engagements


"$INTC Reports Q3 $XXXX adj v $0.01e Rev $13.7B v $13.1Be; "Current demand is outpacing supply a trend we expect will persist into 2026. (Intel Corporation) - Guides Q4 $XXXX v $0.08e Rev $12.8-13.8B v $13.4Be (More at"  
[X Link](https://x.com/Trade_The_News/status/1981451201125240958) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T20:02Z 32.7K followers, XXX 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](https://x.com/Trade_The_News/status/1957766735647457514) [@Trade_The_News](/creator/x/Trade_The_News) 2025-08-19T11:28Z 32.7K followers, 1436 engagements


"$NVDA CEO: Today's OpenAI announcement is "additive" to what we have announced thus far (when asked it today's news is in the numbers yet) - CNBC (Nvidia Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1970164102619070576) [@Trade_The_News](/creator/x/Trade_The_News) 2025-09-22T16:31Z 32.7K followers, 2003 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](https://x.com/Trade_The_News/status/1973368063492813267) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-01T12:43Z 32.7K followers, 4054 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](https://x.com/Trade_The_News/status/1975148105931669618) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-06T10:36Z 32.7K followers, 3595 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](https://x.com/Trade_The_News/status/1975151899738251430) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-06T10:51Z 32.7K followers, 2413 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](https://x.com/Trade_The_News/status/1975876890054332817) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-08T10:52Z 32.7K followers, 2057 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](https://x.com/Trade_The_News/status/1975895442186531171) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-08T12:05Z 32.7K followers, 1792 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](https://x.com/Trade_The_News/status/1976186277625041380) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-09T07:21Z 32.7K followers, 1800 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](https://x.com/Trade_The_News/status/1976620932463472698) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-10T12:08Z 32.7K followers, 1913 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](https://x.com/Trade_The_News/status/1978370711455408153) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-15T08:01Z 32.7K followers, 1680 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](https://x.com/Trade_The_News/status/1978442608058794487) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-15T12:47Z 32.7K followers, 2833 engagements


"$2330.TW *CFO: GUIDES Q4 REV $32.2-33.4B V $32.0BE - EARNINGS CALL (Taiwan Semiconductor Manufacturing Company Limited (TSMC)) (More at"  
[X Link](https://x.com/Trade_The_News/status/1978704296808964565) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-16T06:07Z 32.7K followers, 1307 engagements


"$TSM *EXEC: AI DEMAND STRONGER THAN WE BELIEVED X MONTHS AGO - EARNINGS CALL (Taiwan Semiconductor Manufacturing Company Limited (TSMC)) $NVDA $AMD $ORCL $AVGO $GOOGL $MRVL $MSFT $AMZN (More at"  
[X Link](https://x.com/Trade_The_News/status/1978709271928820107) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-16T06:27Z 32.7K followers, 1638 engagements


"$SNOW Snowflake and Palantir $PLTR Announce Strategic Partnership for Enterprise-Ready AI & Analytics (Palantir Technologies Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1978777837185204686) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-16T10:59Z 32.7K followers, 2192 engagements


"$ORCL Tier1 analysts: Notably the company did not provide CapEx targets or commentary suggesting limited visibility into supply chain and availability of components required to build out multi year capacity. (Oracle Corporation) $NVDA $AMD $MSFT $GOOGL (More at"  
[X Link](https://x.com/Trade_The_News/status/1979057731173581202) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-17T05:31Z 32.7K followers, 2110 engagements


"Upside: $RANI +152% (signs $1B+ collaboration with Chugai; secures $60.3M financing to extend cash runway to 2028) $ARTV +107% (announces Refractory Rheumatoid Arthritis as Lead Indication Upcoming Data Releases and Corporate Update; FDA feedback expected in 1H26) $AKAN +26% (awarded XX tower expansion agreement in $7B Mexican telecom project) $ACHV +19% (receives FDA Commissioner's National Priority Voucher for Cytisinicline for Treatment of Nicotine Dependence for E-cigarette or Vaping Cessation) $ALLY +6.6% (earnings guidance) $LUNR +5.2% (Deutsche Bank Raised LUNR to Buy from Hold price"  
[X Link](https://x.com/Trade_The_News/status/1979164578870157413) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-17T12:36Z 32.7K followers, 2519 engagements


"$SLB TTN Summary of 09:30ET Earnings Call: Guides Q4 adj EBITDA margin +50-150 bps q/q; Data Center Solutions revenue more than doubled y/y in Q3first time disclosedwith plans to expand beyond the U.S. and onboard new hyperscaler customers (SLB (formerly Schlumberger Limited)) (More at"  
[X Link](https://x.com/Trade_The_News/status/1979182455882973331) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-17T13:47Z 32.7K followers, 2127 engagements


"$MSFT Reportedly Microsoft leaders worried that meeting OpenAIs rapidly escalating compute demands could lead to overbuilding servers that might not generate a financial return - TheInformation (Microsoft Corporation) $CRWV $NBIS **Reminder: CEO Nadella comments from Feb 19th's podcast saying that there will be an overbuild in AI compute" and that "supply and demand must have some equilibrium; Also plans to lease a lot of compute capacity in 2027-2028 - Microsoft CEO did not explicitly say that his company will stop building AI data centers; However it seems that hes already put a cap on"  
[X Link](https://x.com/Trade_The_News/status/1979825013604691977) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-19T08:20Z 32.7K followers, 8816 engagements


"$AMZN Reportedly many websites and apps using AWS are down; Include Amazon Snapchat Fortnite Roblox - press Inc) **AWS statement: Oct XX 12:51 AM PDT We can confirm increased error rates and latencies for multiple AWS Services in the US-EAST-1 Region. This issue may also be affecting Case Creation through the AWS Support Center or the Support API. We are actively engaged and working to both mitigate the issue and understand root cause. We will provide an update in XX minutes or sooner if we have additional information to share. (More at"  
[X Link](https://x.com/Trade_The_News/status/1980184078683935058) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-20T08:07Z 32.7K followers, 4862 engagements