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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

NVDA is trending on a massive Q2 earnings beat and raised FY28 revenue guidance, with retail traders cheering an AWS mega-deal for 2 million GPUs and Jensen Huang's buyback hints. The bull-bear fight is fierce, though, as skeptics point to Margins compression from memory costs, Michael Burry's bearish hedge, and questions about whether 'circular financing' can sustain the AI capex cycle.

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

Wendy's is plunging after-hours following a Reuters report that Trian Fund Management has shelved its take-private bid for now, a sharp reversal from earlier buyout speculation that had fueled a recent rally. Traders are heavily split, with many retail investors dismissing the report as a short-and-distort tactic to suppress the price ahead of a potential squeeze, while others see the pullback as the end of the buyout catalyst.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

AVGO is trending as traders cheer OpenAI's Jalapeo chip benchmarks showing superior efficiency versus Nvidia, and a reported massive AI debt financing package that signals surging demand, with consensus focused on upcoming earnings as the next catalyst.

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's blowout earnings and raised full-year guidance, paired with an expanded Anthropic partnership, are fueling a market narrative shift as traders declare the 'SaaSpocalypse' dead. The community is heavily focused on the company's AI monetization momentum, with many calling the report a turning point for the entire software sector.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending as traders react to Nvidia's blowout earnings and guidance, which has yet to lift the stockdown over 6%as the community eyes IREN's own report due imminently. Bulls call the drop a manipulative shakeout ahead of a potential short squeeze, while bears cite dilution and weak hyperscaler signings.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is surging after reporting a fiscal Q2 beat with record net new ARR and raising its full-year guidance, which traders are attributing to booming AI security demand and the success of its Falcon Flex platform. While the earnings sparked bullish chatter around a ~12% pre-market jump and comparisons to fellow cybersecurity winners Okta and Palo Alto Networks, some users are questioning the valuation and the sustainability of the move, creating a sharp debate on the stock's near-term upside.

Okta, Inc. engages in the provision of an identity management platform for enterprises. The firm operates through the following geographical segments: United States and International. Its products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Okta's post-earnings surge is fueled by a Q2 beat and raised full-year outlook, with the community buzzing about AI-agent identity security as the next growth driver. Traders are split on the move's sustainability, citing insider selling and valuation concerns.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

**NOK is surging as traders pile into an AI-driven thesis, fueled by a potential FCC ban on Chinese optics, its Nvidia partnership for AI-RAN infrastructure, and growing speculation about a U.S. government investment following a key official's Finland visit.** **The StockTwits crowd is torn between excitement over JPMorgan's 100% upside call and frustration from bagholders, with the conversation heavily focused on whether this is the start of a sustained breakout or just another hype-driven pump.**

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

QBTS is trending as the CFO's retirement and a revenue miss fuel a selloff, while bulls point to record bookings and the sector's anticipation of Nvidia's earnings. Traders are split on whether the pullback is justified or an overreaction.

HP Inc. is an information technology company, which engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.

HP Inc

HPQ is trending after its earnings beat and raised outlook were overshadowed by worries that the results were flattered by one-time tariff refunds, with the market also weighing weaker PC unit volumes and rising memory chip costs. This has fueled a split in sentiment, with notable put options activity and fresh hedging as some traders question the durability of the beat, while others point to the AI PC refresh cycle and a stabilizing free cash flow story as reasons to stay long.

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