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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 as investors brace for its quarterly earnings, with the community sharply divided between expectations of a post-report selloff and a continued rally. The competitive threat from OpenAI's custom Jalapeo chip and Nvidia's broader rivalry with its own largest customers are fueling the debate around its long-term dominance.

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's steep selloff is dominating discussions after its Q4 earnings and weak FY27 guidance ignited a wave of analyst downgrades and a disaster sentiment among traders. The community is laser-focused on CEO Sasan Goodarzi's admission that pricing is driving TurboTax users to cheaper rivalsframing this as a critical test of the company's AI strategy amid broader fears of AI disruption across the software sector.

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 is trending on back-to-back positive Phase III readoutsthe HARMONi lung cancer analysis in The Lancet Oncology and a HARMONi-GI1 win in biliary tract canceras the community debates whether the accumulating efficacy data will translate to FDA approval. Bulls highlight ivonescimab's reinforcing profile across indications and insider buying, while bears focus on dilution and whether Chinese trial results will carry over to Western patients.

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 moving on its latest earnings report, which delivered an EPS beat thanks to tariff refunds and cost discipline, but also showed declining sales and cautious guidance. The stock is under pressure as traders debate whether the beat is sustainable, with some pointing to short interest and real-estate value for a potential squeeze.

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 slide is driven by a lukewarm FY27 outlook that overshadowed its Q2 beat, sparking intense debate in the community. Traders are split between the bullish AI-driven enterprise momentum and the bearish view that conservative guidance signals slowing growth, with options flow heavily skewed toward puts.

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.

Semtech is surging after a blowout earnings report with strong EPS and revenue beats, plus robust Q3 guidance, driven by exceptional data center and AI demand. Analysts raised price targets and traders are betting on further upside despite mixed short-term price action.

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 triggered by a Q2 earnings miss and a slashed outlook, with analysts downgrading and cutting price targets on weak athletic footwear demand and concerns over the Foot Locker acquisition. Retail traders are split between calling it a massive overreaction and a potential short squeeze versus expecting further downside.

Goodyear Tire & Rubber Co. engages in the development, manufacture, distribution, and sale of tires. It operates through the following geographical segments: Americas, Europe, Middle East, and Africa, and Asia Pacific. The Americas segment is involved in the development, manufacture, distribution, and sale of tires and related products and services in North, Central, and South America. The Europe, Middle East, and Africa segment focuses on the development, manufacture, distribution, and sale of tires for automobiles, trucks, buses, aircraft, motorcycles, earthmoving, mining, and industrial equipment throughout Europe, the Middle East, and Africa. The Asia Pacific segment refers to the development, manufacture, distribution, and sales of tires for automobiles, trucks, buses, aircraft, farm, earthmoving, mining, and industrial equipment throughout the Asia Pacific region. The company was founded by Frank A. Seiberling on August 29, 1898 and is headquartered in Akron, OH.

Goodyear Tire & Rubber Co.

Bitdeer Technologies Group engages in the cryptocurrency mining industry. It generates income through its proprietary mining datacenters. The firm handles complex processes involved in computing such as equipment procurement, transport logistics, datacenter design and construction, equipment management, and daily operations. The company was founded by Wu Jihan in December 2021 and is headquartered in Singapore.

Bitdeer Technologies Group. - Ordinary Shares - Class A

Bitdeer Technologies Holding Co

Bitdeer's AI/HPC colocation deal momentum and strong July production growth are fueling bullish retail sentiment, highlighted by Druckenmiller's stake and calls for a short squeeze given high short interest, while the announced $1B ATM offering tempers some enthusiasm.

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

CBRS remains under pressure with a fourth straight losing month, yet Cathie Woods ARK has been aggressively adding shares on the dip, sparking a polarizing debate among retail traders about whether the continued insider selling signals fundamental weakness or a contrarian opportunity. Bulls are pinning hopes on a potential squeeze ahead of Nvidia earnings and the upcoming Supernova event, while bears argue the stock remains richly valued against a weakening AI narrative.

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$SHOP Strong earnings remind everyone why execution matters. Revenue growth is important, but what impressed me most was management&#39;s ability to continue expanding the business while improving profitability. Momentum is back, but I&#39;ll still respect the chart and let price action confirm the next move

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Shopify Inc

 Strong earnings remind everyone why execution matters. Revenue growth is important, but what impressed me most was management's ability to continue expanding the business while improving profitability. Momentum is back, but I'll still respect the chart and let price action confirm the next move

@rewte Gross Margin Compression: Gross margin fell to a multi-year low of 47.7% (down from 52.6% in Q3 2023).

 Gross Margin Compression: Gross margin fell to a multi-year low of 47.7% (down from 52.6% in Q3 2023).

@ZilogZ80 Fair point. Margin compression is something investors shouldn&#39;t ignore. I&#39;m interested to see if management can stabilize margins while continuing to grow the business. That&#39;s what I&#39;ll be watching next

 Fair point. Margin compression is something investors shouldn't ignore. I'm interested to see if management can stabilize margins while continuing to grow the business. That's what I'll be watching next