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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Jensen Huangs resignation as CEO amid reports of personal relationshipsincluding one involving a woman suspected of ties to Chinahas focused attention on Nvidias leadership transition and possible national-security, governance, and export-control scrutiny. Traders are split between fearing further investigations and uncertainty without the founder, and arguing that Nvidias business and AI-chip demand remain intact.

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

Microsoft Corporation

Microsoft Corp

Anthropics launch of Claude workplace tools, including spreadsheet and collaboration products, has fueled concern that it could challenge Microsoft 365 and Copilot. Traders debate whether the threat is overstated given Microsofts entrenched enterprise ecosystem, while some also point to heavy AI infrastructure spending as a risk.

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

Reports of DOJ inquiries involving Super Micro and Megaspeed, centered on Alice Huang and possible diversion of servers to China, drove attention as SMCI shares fell sharply. Traders debated whether the scrutiny signals deeper company risk or recycles old allegations; Supermicro says Megaspeed was never a customer and that it has cooperated with authorities, while many bullish traders called the selloff an overreaction.

Cardinal Infrastructure Group, Inc. provides infrastructure services to the residential, commercial, industrial, municipal, and state infrastructure markets. It delivers wet utility installations of water, sewer, and stormwater systems, as well as grading, site clearing, erosion control, drilling and blasting, paving, and other related site services. The company was founded on June 12, 2025 and is headquartered in Raleigh, NC.

Cardinal Infrastructure Group Inc - Ordinary Shares - Class A

A sharp selloff followed Cardinals weak Q3 results, withdrawal of its 2026 outlook and disclosure of project-related margin pressure; the postponed Hughes Brothers acquisition and CFOs planned departure have added to concerns about execution and management. Traders are split between viewing the announced buyback and reported net cash as support for an overdone decline and fearing further deterioration in the business.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius shares sold off despite a strong quarterly report as traders focused on 2026 revenue guidance at the low end of the outlook, delayed capacity coming online and sharply higher infrastructure spending. The community is divided between dip buyers pointing to strong AI demand and customer prepayments, and skeptics worried about execution, financing and whether spending will translate into revenue on schedule; Nvidia-related uncertainty added to volatility.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba shares are under pressure amid Nvidia-related reports linking data-center firm Megaspeed to the company and concerns that the probe could bring tighter U.S. controls on AI-chip access to China; any direct Alibaba involvement remains unconfirmed. Traders debate whether the fallout threatens its AI ambitions or could benefit its T-Head chip business, while others see the selloff as an overreaction and are buying the dip.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs strong quarterly results and raised full-year outlook are driving attention, but the shares have remained volatile despite the upbeat report. Bulls point to growing demand, backlog and commercial milestones, while skeptics question acquisition-driven growth, cash burn and dilution, alongside weakness in high-growth tech.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials quarterly results and forward guidance are the main focus, with traders looking for clues about AI- and memory-related fab spending. Views are split between optimism about demand and concern that high expectations, capex uncertainty, and weakness across semiconductor stocks could weigh on the shares.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines record Q3 results, expanding backlog, and move to positive adjusted EBITDA and free cash flow are driving attention, with traders debating whether the strong report justifies a higher valuation. Bullish reactions point to improved financial momentum, while skeptics note continued losses, execution risks, and a pullback after the earnings-driven jump.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Ciscos quarterly results and guidance are the main focus, with traders watching whether AI-infrastructure orders translate into sustained demand and revenue. Optimists expect strong results and continued networking growth, while skeptics question reliance on hyperscaler spending and potential margin pressure.

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AB InBev Q3 Earnings Beat Estimates on Revenue Growth & Premiumization

BUD's Q3 earnings and revenues beat estimates, fueled by premiumization, strong megabrands and digital growth, despite regional weakness and margin pressures.

Anheuser-Busch Inbev (BUD) is a Top-Ranked Value Stock: Should You Buy?

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Anheuser-Busch Inbev (BUD) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for Anheuser-Busch Inbev (BUD) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

AB InBev Reports Third Quarter 2026 Results

Anheuser-Busch InBev (Brussel:ABI) (BMV:ANB) (JSE:ANH) (NYSE:BUD): This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261028546637/en/ Regulated and inside information1 Delivering solid growth today while investing for tomorrow - our...

AB InBev's Q3 Earnings on Deck: What Surprise Awaits Investors?

BUD is poised for Q3 earnings and revenue growth, fueled by premium beer demand and brand strength, but China weakness and rising costs pose challenges.

Wall Street's Insights Into Key Metrics Ahead of Anheuser-Busch Inbev (BUD) Q3 Earnings

Get a deeper insight into the potential performance of Anheuser-Busch Inbev (BUD) for the quarter ended September 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Why Anheuser-Busch Inbev (BUD) is a Top Growth Stock for the Long-Term

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Why Anheuser-Busch Inbev (BUD) is a Top Momentum Stock for the Long-Term

Boston Beer's Q3 Earnings on Horizon: What Surprise Awaits Investors?

SAM is poised for Q3 earnings growth despite declining sales, as strong pricing, Sun Cruiser momentum and cost savings help offset market headwinds.

Here's Why Anheuser-Busch Inbev (BUD) is a Strong Value Stock

• Reported GAAP EPS of $1.21 up 22.22% YoY
• Reported revenue of $16.51B up 9.11% YoY
• AB InBev expects FY26 EBITDA to grow in line with its medium-term outlook of 4-8%; normalized ETR 26% to 28%, and net capital expenditure $3.5B.

AB InBev faced China volume and EBITDA declines amid a challenging industry, 3Q26 margin contraction with commodity cost headwinds, and lower United States revenue and EBITDA.

AB InBevs global premium brands grew revenue outside home markets, no-alcohol beer and Beyond Beer revenue increased, and BEES Marketplace GMV increased 45% to $1.4B.

Anheuser-Busch InBev SA/NV is a holding company, which engages in the manufacture and distribution of alcoholic and non-alcoholic beverages. It operates through the following geographical segments: North America, Middle Americas, South America, EMEA, Asia Pacific, Global Export and Holding Companies, and Worldwide. The company was founded on August 2, 1977 and is headquartered in Leuven, Belgium.

Anheuser-Busch InBev SA/NV - ADR

American Spirits Losing Their Buzz? US Alcohol Drinking Hits Record Low — Booze Stocks Are Already Feeling The Pain

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Neutral Sentiment

Americans are drinking less alcohol than ever before, a new survey of consumption habits by an analytics firm, Gallup, published on Wednesday, showed.The latest annual review showed that about 54% Americans reported drinking alcohol, compared with 58% in 2024 and 62% in 2023. The figure is below the previous record of 55% in 1958;&nbsp;Gallup has been tracking the metric since Americans' drinking behavior since 1939.The results are the latest warning to spirit brands selling to American consumers, who are already facing weak sales as consumers tighten their purse strings due to inflation and economic uncertainty.U.S. firms like Constellation Brands (STZ), which sells Corona beer, and The Boston Beer Company (SAM) have seen their shares slide over 20% so far this year.Bank of America recently downgraded Molson Coors Beverage's (TAP), another U.S. beer company, adding that it expects U.S. beer volumes to shrink by 4% next year, steeper than its earlier prediction of 1% decline.Major foreign liquor companies are also under pressure, as the U.S. is one of their key market. U.S.-listed shares of Johnnie Walker whiskey maker Diageo (DEO) are down 11% year-to-date, heading for their fourth straight year of stock decline.Belgium's Anheuser-Busch InBev (BUD), which sells Budweiser beer, and the Netherlands' Heineken (HEINY) are outliers, with their shares 24% and 15%, respectively, year-to-date.The Gallup survey trends indicate that drinking has been falling since the pandemic-time surge in binge drinking, and as consumers have grown more health-conscious in recent years.Fifty-three percent of Americans say moderate drinking is bad for health, up from 45% last year. Fewer U.S. drinkers are consuming alcohol regularly, with a record-low 24% saying they had a drink in the previous day and 40% reporting more than a week since their last, the highest share since 2000, the survey found."The declines in alcohol consumption does not appear to be caused by people shifting to other mood-altering substances — in particular, recreational marijuana, which is now legal in about half of U.S. states," Lydia Saad, Gallup's director of social research, said."Although marijuana use is higher today than a decade ago, it has been fairly steady over the past four years and thus doesn't appear to be a factor in people choosing not to drink alcohol."On Stocktwits,&nbsp;<a href="https://stocktwits.com/symbol/WSKY">Spirited Funds ETF Whiskey &amp; Spirits (WSKY)</a>, which exclusively covers stocks of premium alcohol companies, was 'neutral.' The sentiment for&nbsp;<a href="https://stocktwits.com/symbol/VICE">AdvisorShares Vice ETF (VICE)</a>,&nbsp;which has one-third of its portfolio&nbsp;in alcohol sectors, alongside tobacco and gaming, was 'extremely bullish.'For updates and corrections, email newsroom[at]stocktwits[dot]com.

A male enjoys a drink at a bar. A new survey shows that Americans are drinking less and more admit that it's bad for their health.

A survey by analytics firm Gallup found that 54% Americans reported drinking alcohol, compared with 58% in 2024 and 62% in 2023.

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Nvidia ($NVDA) is moving lower after Jensen Huang resigned as CEO. Are you buying the dip?

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$BUD Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $1.21 up 22.22% YoY
• Reported revenue of $16.51B up 9.11% YoY
• AB InBev expects FY26 EBITDA to grow in line with its medium-term outlook of 4-8%; normalized ETR 26% to 28%, and net capital expenditure $3.5B.

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