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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 under pressure amid CEO Jensen Huangs acknowledged affair with a businesswoman reportedly suspected of ties to Chinese intelligence and the boards independent investigation; the espionage allegations remain unverified, and the company says it has no reason to believe secrets were compromised. Traders debate leadership and governance risks, including whether Huang could leave, against the view that the controversy does not change Nvidias underlying chip business and may be a buying opportunity.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It 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 shares are rallying sharply ahead of quarterly results, with traders speculating about a positive surprise and possible short covering; claims of an earnings leak remain unsubstantiated. The move is contested, as skeptics point to slowing growth and weak guidance expectations and fear the pre-earnings bounce could reverse.

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 quarterly results and raised full-year revenue outlook are driving attention, with traders pointing to strong growth and a larger backlog. The reaction is broadly bullish, though some question cash burn, acquisition-driven revenue and dilution.

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

New SITC data on CAN-2409s prostate program showing systemic immune activation and transient vector shedding has renewed attention, with traders viewing it as supportive of the planned BLA package ahead of the Q4 filing. Bulls see added scientific and regulatory support, while skeptics remain focused on filing execution, CEO credibility and dilution risk.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims Q3 earnings are in focus after a sharp selloff, with traders weighing the impact of its Eli Lilly deal to offer branded obesity drugs on the platform. Bulls see expanded GLP-1 access as a growth opportunity, while skeptics worry the shift from compounded products could pressure margins; claims of leaked results remain speculation.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys QNX and Valeo collaboration on a production-ready smart-camera platform, with design wins at multiple Chinese automakers, is driving attention. Many traders view it as evidence of expanding QNX adoption in automotive and a growth catalyst, while skeptics question how quickly wins will translate into meaningful revenue.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs rebound is drawing attention after an Oppenheimer upgrade, while traders also speculate that Nvidia CEO-related headlines are prompting money to rotate toward AMD. Some cite AMDs AI and data-center momentum, while others question whether the rally can hold.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Fireflys large AST SpaceMobile agreement to supply engines, license propulsion technology and provide engineering support for ASTs planned Blacklift rocket is driving attention, alongside NASA lunar-program prospects. Traders see the deal as validation and a boost to Fireflys backlog, while debating execution, potential dilution and what upcoming earnings guidance will show.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Take-Two is drawing attention ahead of earnings and the anticipated GTA VI launch, with traders focused on preorder demand, managements outlook, and the games potential for ongoing online revenue. Bulls see a major growth catalyst, while skeptics point to the stocks weakness, argue expectations may already be priced in, and debate whether the launch could become a sell-the-news event.

Digital Turbine, Inc. engages in mobile growth platform solutions for advertisers, publishers, carriers, and device original equipment manufacturers. It operates through the following segments: On Device Solutions and App Growth Platform. The On Device Solutions segment consists of products and services that simplify the discovery and delivery of mobile apps and content media for device end users. The App Growth Platform segment provides Advertising Solutions and Ad Monetization Solutions. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbines quarterly earnings are driving attention, with traders describing the results as a broad beat and pointing to improving growth and cash flow. Optimism about the turnaround is tempered by frustration that the post-earnings gains have faded and by concerns about debt and volatile price action.

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

• Reported GAAP EPS of -$0.14 down -27.27% YoY
• Reported revenue of $2M up 100.00% YoY
• Aurora Innovation, Inc. is fully allocated to exit the year with 200 driverless trucks in operation and is in negotiations with a number of customers for its business model.

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Aurora Innovation Inc - Ordinary Shares - Class A

 Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of -$0.14 down -27.27% YoY
• Reported revenue of $2M up 100.00% YoY
• Aurora Innovation, Inc. is fully allocated to exit the year with 200 driverless trucks in operation and is in negotiations with a number of customers for its business model.

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