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

NVIDIA Corp

NVIDIA is trending following strong quarterly results and robust guidance, primarily driven by its data center business, though its after-hours performance saw an initial surge cool off. Community discussion focuses on market manipulation affecting options and a nuanced interpretation of the AI growth story, particularly after commentary on future China revenue for its advanced chips was perceived as a headwind despite the overall positive report.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is trending after a significant stock decline driven by softer-than-expected Q1 revenue and EBITDA guidance, despite an EPS beat for Q4. This has sparked intense debate among the community, with some investors viewing the multi-year low as a prime 'buy the dip' opportunity given strong fundamentals and buyback programs, while others express deep concern over its long-term competitive position against rivals like $ZETA and management's strategy.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending after its Q4 earnings report, which delivered strong beats on revenue and EPS, a dividend increase, and an impressive $50 billion share buyback program. Despite these positives, mixed guidance and persistent AI disruption fears for the software sector caused an initial market sell-off, leading to a contentious debate among investors.

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

IonQ is surging following its strong Q4 earnings beat and robust future revenue projections, further bolstered by securing a key position on a major government defense contract for quantum computing solutions. This news is driving spirited debate among investors, weighing the company's strategic importance and growth against its current valuation and path to profitability.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

C3.ai is trending amid abysmal financial results and deeply negative guidance, contrasted by circulating rumors of a potential merger with Automation Anywhere. The community is sharply divided, with many dismissing the company as "garbage" despite its prime ticker, while others speculate on a short squeeze or a turnaround from merger news.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics is trending after securing FDA Breakthrough Therapy Designation for its Friedreich's ataxia drug, Nomlabofusp, validating its accelerated path toward a planned 2026 BLA submission. The community is actively debating the implications of a concurrent upsized public offering, with some anticipating a short squeeze and others concerned about dilution.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix is trending following a mixed earnings report that beat revenue expectations but offered weaker Q1 guidance, sparking debate. While the first commercial purchase order for smart eyewear batteries is seen by some as a crucial validation of their technology, the community is actively discussing persistent delays in smartphone qualification and manufacturing yield challenges, leading to significant investor frustration and a divided outlook.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending amidst mixed Q4 earnings, the announced retirement of CEO Doug Ingram, and the commercial launch of Elevidys in Japan. The community is highly focused on potential buyout opportunities and the stock's perceived undervaluation given its nearly $2 billion in annual revenue and robust pipeline, with many frustrated by persistent short-seller activity.

Zoom Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Zoom Communications Inc. - Ordinary Shares - Class A

Zoom Video Communications, Inc.

Zoom is currently trending as its strategic investment in AI powerhouse Anthropic is gaining significant market attention and value, complemented by recent analyst upgrades, sparking renewed bullish sentiment and a notable breakout in the stock price.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is trending following stronger-than-expected Q4 earnings, significant progress in FAA certification, and the launch of its Uber Air booking service in Dubai, signaling a major step towards commercial eVTOL operations. Despite initial concerns over a recent capital raise aimed at funding manufacturing scale-up, the community is focused on robust partnerships with Toyota and Uber, along with expanding military applications, as key drivers for its long-term growth in the burgeoning air mobility sector.

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$BWXT Q4 &#39;25 Earnings Results &amp; Recap

• Reported GAAP EPS of $1.02 up 30.77% YoY
• Reported revenue of $885.84M up 18.70% YoY
• BWX Technologies Inc expects to recognize approximately 40% of its $7,260.7 million backlog by the end of 2026, with the remainder recognized thereafter, and plans additional capital expenditures and personnel investments.

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BWX Technologies Inc

 Q4 '25 Earnings Results & Recap

• Reported GAAP EPS of $1.02 up 30.77% YoY
• Reported revenue of $885.84M up 18.70% YoY
• BWX Technologies Inc expects to recognize approximately 40% of its $7,260.7 million backlog by the end of 2026, with the remainder recognized thereafter, and plans additional capital expenditures and personnel investments.