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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's blowout earnings and unprecedented 70% FY28 growth forecast are fueling a retail frenzy, with bulls celebrating AI demand while bears point to margin compression and memory costssparking heated debate over valuation and the sustainability of the AI trade.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

WEN is trending after Reuters reported Trian Fund Management is dropping its take-private bid plans, triggering a sharp sell-off. Retail traders remain extremely bullish, labeling the drop as manipulation and anticipating a short squeeze, while others warn of further downside without the buyout.

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 stock is soaring after a strong Q2 earnings beat and raised guidance, highlighted by an expanded AI partnership with Anthropic that is fueling a shift in retail sentiment from bearish to bullish as traders see the results as a potential end to the 'SaaSpocalypse' narrative for the software sector.

Kura Oncology, Inc. operates as a clinical-stage biopharmaceutical company, which engages in the research and development of medicines for the treatment of cancer. Its pipeline includes Tipifarnib, which is a Farnesyl transferase inhibitor for HRAS Mutant Solid Tumors, Chronic Myelomonocytic Leukemia, KO-947, which is an ERK inhibitor for MAPK Pathway Tumors, and KO-539, which is a Menin MLL inhibitor for acute leukemias. The company was founded by Troy E. Wilson, Yi Liu, Pingda Ren and Antonio Gualberto on August 22, 2014 and is headquartered in San Diego, CA.

Kura Oncology Inc

Kura Oncology is surging after its CEO made a significant open-market share purchase, which retail investors view as a strong confidence signal and potential precursor to M&A activity. The stock has also been lifted by a solid commercial launch of KOMZIFTI, positive analyst updates, and anticipation of upcoming pipeline data.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Nvidia's strong earnings and bullish commentary on AI infrastructure demand are serving as the primary catalyst, with traders viewing the results as a direct positive for data center operators like Applied Digital. The community remains frustrated by the stock's recent price action, which they largely attribute to Citadel's liquidation of the Situational Awareness portfolio and perceived short-selling pressure, while simultaneously expressing a long-term bullish thesis centered on the company's contracted revenue backlog and the broader AI buildout.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending as Michael Burry's disclosed short position against the stock fuels intense debate among traders, with bulls dismissing him as a broken clock and citing strong fundamentals, upcoming earnings, and analyst upgrades, while bears point to his concerns over AI spending sustainability and the company's debt.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPY is trending as Nvidias blowout quarterly results and strong fiscal 2028 revenue forecast ignite a risk-on surge across index futures, though retail sentiment remains divided between bullish momentum plays and worries about bond-market pressure ahead of Jackson Hole.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Shares fell as Dick's Sporting Goods' earnings miss and guidance cut sparked sector-wide contagion fears, hitting athleisure names amid anxiety over consumer spending and tariffs; the community is also dissecting Michael Burry's large disclosed stake and debating whether the stock's low valuation is a value trap, especially with the company potentially set to cut its annual outlook due to weak US and China sales.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing intense focus as Nvidia's blockbuster earnings and 70% growth forecast ripple through markets, with retail traders on Stocktwits buzzing over a potential AI-driven melt-up while others warn of circular financing risks and an overheated sector. Sentiment is split between bulls eyeing the next leg higher and bears calling the AI trade a bubble built on unsustainable spending.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is under heavy selling pressure, tumbling for a third straight session despite a major bullish signal: Berkshire Hathaway added ~48M shares in Q2, making it the fund's No. 3 holding. Traders are splitsome see the dip as a bargain at a low P/E, while others warn the stock is still heading toward $300 amid relentless algo-driven selling and fears over the company's massive AI capex spending. The Meta settlement, which could pressure YouTube's teen engagement, adds to the regulatory overhang as GOOGL continues to lag the broader AI rally.

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$AIZ Q2 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $5.98 up 30.00% YoY
• Reported revenue of $3.45B up 9.37% YoY
• Assurant now expects 2026 Adjusted EBITDA and Adjusted earnings per share growth of mid-single digits, or approximately 10% on an underlying basis, both metrics excluding the impact of reportable catastrophes.

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Assurant Inc

 Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $5.98 up 30.00% YoY
• Reported revenue of $3.45B up 9.37% YoY
• Assurant now expects 2026 Adjusted EBITDA and Adjusted earnings per share growth of mid-single digits, or approximately 10% on an underlying basis, both metrics excluding the impact of reportable catastrophes.

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