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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 delivered a robust earnings report characterized by significant revenue growth, a massive dividend increase, and an expanded share buyback, yet the stock remains volatile as the community debates whether the results are already priced in. Investors are currently divided between bullish long-term holders highlighting Nvidia's dominance in AI infrastructure and skeptical traders concerned about potential market manipulation and 'sell the news' price action.

Applied Digital Corporation

Applied Digital is trending as investors react to a major new fifteen-year lease agreement with a hyperscaler that pushes its contracted data center capacity past the one-gigawatt milestone. The community is actively debating the company's long-term growth potential and revenue visibility against broader market volatility and uncertainty surrounding data center expansion.

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 are seeing significant volatility as investors debate the impact of generative AI on its tax software dominance, with sentiment split between those viewing the recent sell-off as an oversold buying opportunity and those fearing long-term structural disruption. The community is actively discussing the company's recent workforce reductions, ongoing share buybacks, and the broader valuation reset currently affecting the software and SaaS sectors.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently trending due to a massive three billion dollar at-the-market equity offering, which has sparked intense debate among investors regarding whether this represents strategic growth capital or unnecessary dilution. The community is sharply divided, with bulls viewing the raise as a tactical 'war chest' ahead of the anticipated SpaceX IPO, while bears and skeptics express concern over valuation, insider selling, and the recurring nature of these capital raises.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty shares are experiencing high volatility as investors weigh the company's strong revenue growth and international expansion against concerns over tariff impacts and softer forward guidance ahead of its upcoming earnings call. The community remains deeply divided, with many bulls highlighting the brand's 'lipstick effect' resilience and potential for a short squeeze, while bears point to financial pressures and valuation concerns as reasons for the stock's recent downtrend.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech 100 is trending due to heightened volatility surrounding its pre-IPO holdings in SpaceX, OpenAI, and Anthropic, with investors closely watching for an official S-1 filing that could act as a major catalyst. While community sentiment remains divided over legal questions regarding the fund's SPV investment structures and a newly announced equity offering, many retail participants are actively buying dips in anticipation of a potential squeeze as the SpaceX IPO timeline approaches.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is experiencing significant momentum and investor interest as the community positions for the upcoming SpaceX IPO, viewing the company as a vital infrastructure backbone for the space economy. Traders are closely monitoring the stock's volume and recent defense contract wins, with many debating the impact of ongoing institutional accumulation against potential volatility as the sector remains in the spotlight.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Investors are actively debating the upcoming earnings report, with community members polarized between expecting a breakout move and fearing a sharp sell-off following similar patterns in other fintech stocks. The discussion is heavily centered on the potential impact of the upcoming PDT rule change, the company's recent share buyback authorization, and the persistent technical struggle to break out of the current trading range.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware Co. Ltd. (MWC) is experiencing extreme volatility following its recent IPO, with the community actively debating whether the aggressive price swings represent a genuine move driven by institutional backing or a classic pump-and-dump scheme. Investors are closely tracking the stock's low float and after-hours activity while clashing over the legitimacy of its automotive software partnerships and recent valuation shifts.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors weigh an aggressive build-out of AI infrastructure against significant capital expenditure requirements and execution risks. Community discussion is focused on the recent partnership with Bloom Energy, concerns over power supply constraints, and the stock's high volatility leading up to major semiconductor earnings.

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Analog Devices Cashes In On AI Infrastructure Boom

Analog Devices (ADI) beats Q2 expectations with $3.62B in revenue and $3.09 EPS, driven by massive AI data center and industrial demand.read more...

Analog Devices, Inc. Q2 2026 Earnings Call Summary

Analog Devices, Inc. Q2 2026 Earnings Call Summary...

Analog Devices Q2 Earnings Beat Estimates, Revenues Rise Y/Y

ADI tops Q2 estimates as revenues jump 37% Y/Y and margins expand, with upbeat Q3 guidance signaling continued momentum.

Analog Devices (ADI) Q2 2026 Earnings Transcript

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Analog Devices Q2 2026 Earnings Call: Complete Transcript

Compared to Estimates, Analog Devices (ADI) Q2 Earnings: A Look at Key Metrics

While the top- and bottom-line numbers for Analog Devices (ADI) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

<ul class="summary-bullets"><li>The industrials segment, which contributed to about half of Analog Devices’ revenue in the quarter, registered a surge of 56% year-on-year.</li><li>The communications segment accounted for 15% of the company’s sales during the quarter and grew 79% during this period.</li><li>Analog Devices credited record demand and operational discipline for results that came in above the top end of its outlook.</li></ul><p>Analog Devices Inc. (ADI) reported record second-quarter (Q2) results on Wednesday, blowing past Wall Street expectations.</p><p>Analog Devices reported earnings per share of $3.09 on revenue of $3.62 billion during Q2, surpassing Wall Street expectations of an EPS of $2.91 on revenue of $3.52 billion, according to Fiscal.ai data.</p><p><a href="https://stocktwits.com/symbol/ADI">Analog Devices shares</a> were up nearly 1% in Wednesday’s pre-market trade, reversing a decline from earlier in the session. ADI was among the top trending tickers on Stocktwits at the time of writing.</p><h2 class="st-heading-2">ADI Q2 Beat Powered By Industrials, Communications</h2><p>Analog Devices reported a major surge in its industrials and communications segments during the quarter. The company credited record demand and operational discipline for its results coming in higher than the top-end of its outlook.</p><p>The industrials segment, which contributed to about half of Analog Devices’ revenue in the quarter, registered a surge of 56% year-on-year.</p><p>The communications segment accounted for 15% of the company’s sales during the quarter and grew 79% during this period.</p><p>“Our innovation-led value creation strategy targets our customers’ most complex and consequential challenges with a goal of delivering substantial and sustained business impact,” said Analog Devices CEO Vincent Roche.</p><h2 class="st-heading-2">ADI Sees Positive Demand Signals In Q3</h2><p>Analog Devices CFO Richard Puccio stated that the company continued to see growing demand during Q2, registering record bookings in its business-to-business markets of industrial, automotive, and communications segments.</p><p>The company added that it sees these positive demand signals to persist in the third quarter (Q3), which is reflected in its earnings and revenue outlook for the quarter.</p><p>Analog Devices expects revenue of $3.9 billion in Q3, plus or minus $100 million. It expects EPS of $3.3, plus or minus $0.15. Wall Street expects revenue of $3.63 billion and EPS of $3.01 during the quarter.</p><h2 class="st-heading-2">ADI To Acquire Empower Semiconductor</h2><p>Analog Devices announced on late Tuesday that it had agreed to acquire Empower Semiconductor for $1.5 billion in cash, aiming to strengthen its AI power management capabilities as rising compute density increases demand for more efficient power delivery.</p><p>The companies said the deal will help enable higher-performance AI systems by bringing power conversion closer to processors, improving efficiency, density and overall system performance.</p><p>“DI already delivers some of the highest-performance power management solutions in the industry, and with Empower we are further expanding our portfolio to help customers rearchitect their power systems and achieve the compute densities next-generation AI demands,” Roche said.</p><h2 class="st-heading-2">How Did Retail Traders React To ADI?</h2><p>Retail sentiment on Stocktwits around Analog Devices trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.</p><p><a href="https://stocktwits.com/symbol/ADI">ADI stock</a> is up 53% year-to-date and 85% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 23% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 34%.</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/target-doubles-fy26-sales-outlook-consumers-return-to-stores/cZXDHFWReVm"><strong>Target’s New CEO Delivers As Traffic Growth Returns – Sees Faster FY26 Sales Growth</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The Analog Devices logo appears on a smartphone screen in this illustration photo

Analog Devices Posts Record Q2, CEO Sees Positive Demand Signals Persisting In Q3 – But Investors Want More From Chip Rally

Analog Devices Inc. (ADI) reported record second-quarter (Q2) results on Wednesday, blowing past Wall Street expectations.

Equity

Analog Devices reported earnings per share of $3.09 on revenue of $3.62 billion during Q2, surpassing Wall Street expectations of an EPS of $2.91 on revenue of $3.52 billion.

Analog Devices (ADI) Surpasses Q2 Earnings and Revenue Estimates

Analog Devices (ADI) delivered earnings and revenue surprises of +6.81% and +3.14%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Analog Devices Takes Aim At AI Energy Bottlenecks With Empower Buy

Analog Devices tops Q2 estimates and buys Empower Semiconductor for $1.5B. See the latest ADI stock analysis.read more...

Analog Devices Sees Strong Growth In Q3; Declares Dividend 11% - Update

(RTTNews) - While reporting financial results for the second quarter on Wednesday, semiconductor company Analog Devices, Inc. (ADI) provided earnings and revenue guidance for the third quarter of fiscal 2026...

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

• Reported GAAP EPS of $2.41 up 109.57% YoY
• Reported revenue of $3.62B up 37.25% YoY
• Analog Devices forecasts Q3 FY26 revenue of $3.9B, +/- $100M, with adjusted operating margin of approximately 49.0%, +/-100 bps, and adjusted EPS of $3.30, +/-$0.15.

Stocktwits

Analog Devices Inc.

 Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $2.41 up 109.57% YoY
• Reported revenue of $3.62B up 37.25% YoY
• Analog Devices forecasts Q3 FY26 revenue of $3.9B, +/- $100M, with adjusted operating margin of approximately 49.0%, +/-100 bps, and adjusted EPS of $3.30, +/-$0.15.

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Analog Devices, Inc. is a semiconductor company, which engages in the combination of analog, digital, and software technologies into engineering solutions. Its products include analog and mixed signals, power management and reference, amplifiers radio frequency, and reference, sensors and actuators, and digital signal processing and system. The company was founded by Raymond P. Stata and Matthew Lorber in 1965 and is headquartered in Wilmington, MA.

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