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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 Q2 earnings report due after the bell is the key event, with Wall Street expecting ~$92B revenue; retailers are split between a beat-and-sell-off and a rally, amid rising competition from custom chips like OpenAI's Jalapeo that could pressure future growth.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares tumbled after fiscal 2027 revenue guidance fell short of expectations, with management admitting that high TurboTax pricing is driving quality DIY customers to cheaper alternatives. The market is expressing significant concern over the company's slowing growth pace and the potential for generative AI to disrupt its core tax and accounting business model.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summit Therapeutics is trending as positive Phase 3 data for ivonescimab published in The Lancet Oncology and China approval fuel bullish sentiment, with traders highlighting heavy insider buying and the upcoming FDA decision while bears question Western data and dilution.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWM is trending as traders position ahead of key PCE inflation data and Nvidia earnings, which could sway rate expectations and risk appetite. The Russell 2000 has been outperforming recently, but options flow shows heavy put buying for protection, reflecting a divided communitysome see small-cap strength continuing, while others anticipate a pullback amid mixed macro signals.

Kohl's Corp. engages in the operation of family-oriented department stores. Its business line includes apparel, footwear, and accessories for women, men, and children, home products, beauty products, and accessories. The stores generally carry a consistent merchandise assortment with some differences attributable to regional preferences. The company was founded in 1962 and is headquartered in Menomonee Falls, WI.

Kohl`s Corp.

Kohl's Corp

Kohl's is drawing intense scrutiny after a massive earnings beat and improved profit guidance failed to offset a drop in comparable sales, leaving the stock under pressure and sparking a heated debate between short-squeeze bulls and bears who call the beat a cost-cutting mirage. The community is sharply divided, with optimism over the balance sheet and share buyback clashing against skepticism over the weak top-line trajectory.

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's post-earnings selloff reflects a mixed reception: quarterly results topped estimates and AI-driven enterprise momentum impressed, but the lukewarm FY27 outlook has retail debating whether the Anthropic stake, buybacks, and analyst price-target hikes make the dip a buying opportunity.

Semtech Corp. engages in the manufacture and supply of analog and mixed signal semiconductor products for high-end consumer, enterprise computing, communications, and industrial equipment. It operates through the following segments: Signal Integrity, Analog Mixed Signal and Wireless, and Internet of Things (IoT) Systems and Connectivity. The Signal Integrity segment includes designing, development, manufacturing, and marketing of a portfolio of optical and copper data communications and video transport products used in a wide variety of infrastructure and industrial applications. The Analog Mixed Signal and Wireless segment focus on designing, development, manufacturing, and marketing of transient voltage suppressors and specialized sensing products. The IoT Systems and Connectivity segment includes designing, development, operation, and marketing of a portfolio of IoT solutions that enable businesses to connect and manage devices, collect and analyze data, and improve decision-making. The company was founded in 1960 and is headquartered in Camarillo, CA.

Semtech Corp.

SMTC is trending after a Q2 earnings beat and raised guidance, but the stock's volatile reaction has traders debating whether the reversal is sustainable or a potential short-term dump. Strong AI/data center demand supports bullish calls, yet some see the muted initial response as a red flag.

Dick's Sporting Goods, Inc. engages in the retailing of an extensive assortment of authentic sports equipment, apparel, footwear, and accessories. It also offers its products both online and through mobile applications. The company was founded by Richard T. Stack in 1948 and is headquartered in Coraopolis, PA.

Dicks Sporting Goods, Inc.

DKS is trending after a record single-day plunge and wave of analyst downgrades tied to a weaker-than-expected quarterly report, with the Foot Locker acquisition and soft athletic footwear demand fueling debate over whether the selloff is an overreaction or a sign of deeper sector woes. Retail traders are split between dip-buying opportunities, short-squeeze hopes, and calls for more downside, while the weakness is also dragging down names like Nike.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cathie Wood's ARK Invest has been aggressively buying the dip in Cerebras ($CBRS) after its post-earnings selloff, totaling over $60 million this month, which has sparked intense debate among traders about whether this signals a bottom or a falling knife. The stock's slide is being attributed to lockup expirations, insider selling, and margin concerns, but bulls are positioning for a potential rebound tied to Nvidia's earnings and Cerebras' upcoming product event, while bears argue the high valuation and heavy insider sales leave more downside risk.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

The stock is trending as the community rallies around the upcoming BLA filing for CAN-2409 in prostate cancer and planned ASTRO data, while also excitedly discussing the therapy's systemic immune effect across lung and brain cancer trials.

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