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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

Jensen Huangs immediate resignation as CEO has driven attention to leadership succession and governance uncertainty, with traders debating whether his departure threatens Nvidias execution or leaves its AI business largely intact. The sharp selloff prompted dip-buying and a volatile rebound, while others warned that the transition could weigh on the shares.

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. 

Nebiuss strong quarterly results were overshadowed by a softer 2026 outlook tied to delayed capacity and sharply higher infrastructure spending, prompting concerns about execution, funding and possible dilution. Traders also blame speculation around Nvidia leadership for adding pressure to AI-related stocks, while bulls argue the selloff overlooks customer demand and prepayments.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Q3 results and stronger revenue outlook are driving discussion, with traders highlighting the revenue beat, growing backlog, and earlier expected path to profitability. The market reaction is sharply debated: some see solid growth and guidance, while others focus on weaker margins, ongoing losses and dilution, alongside broader market weakness and short-selling pressure.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

A stronger-than-expected Q3 report, positive free cash flow and a record backlog are driving LUNRs sharp rally, with traders also citing its NASA contract pipeline. Bulls see evidence of improving execution and a shift toward space infrastructure, while skeptics point to ongoing losses and uncertainty around converting backlog into sustained profitability.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,110,893. The last known price of Bitcoin is 73,962.09788083 USD and is up 0.65 over the last 24 hours. It is currently trading on 12778 active market(s) with $24,126,519,221.27 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins sharp selloff and tests of key support dominate discussion, with traders linking the weakness to broader tech-market pressure and macro concerns; some blame Nvidia-related headlines, while others say the connection is overblown. Bulls are buying the dip and calling the market oversold, while bears warn of further declines and question whether Bitcoin can decouple from risk assets.

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

AMD is drawing attention as traders rotate toward it amid reports of leadership turmoil at Nvidia, viewing AMD as a potential beneficiary. Some see an opening for share gains, while skeptics call the move a sympathy trade and argue Nvidias product and software advantagesand broader AI-sector riskslimit any direct benefit.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

Figures Q3 earnings and revenue beat, alongside an expanded share-repurchase authorization, are driving attention. Bulls point to strong growth and the results as support for the long-term story, while bears focus on the stocks struggle to hold its post-earnings gains and cite short pressure.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Attention centers on the FDAs November 22 decision on Capricors deramiocel for Duchenne muscular dystrophy, with the application focused on preserving upper-limb function. Traders are divided between optimism about approval and a possible short squeeze, and caution that the decision remains uncertain, especially after the earlier advisory committee vote; some also attribute the sharp swings to profit-taking and broader market weakness.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba shares are under pressure amid concerns that alleged links to Megaspeed, a firm at the center of the Nvidia-Jensen Huang spy controversy, could expose the company to scrutiny or tighter U.S. restrictions on AI-chip access; the reported Alibaba connection remains unconfirmed. Traders debate whether the selloff is an overreaction and a buying opportunity or a sign of greater risks to Alibabas AI and cloud ambitions.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Reports of leadership turmoil and allegations involving Nvidia CEO Jensen Huang have fueled a broader AI-stock selloff, with traders saying SMCI is being dragged down because of its close Nvidia ties. The community is divided between dip-buyers pointing to AI demand and new AMD-powered servers, and bears worried about spillover from Nvidia and SMCIs own governance concerns.

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Eaton Q3 Earnings Top Estimates on Strong Organic Sales, View Up

ETN's Q3 2026 earnings beat estimates as organic sales rise 19%, data center demand surges and management has raised its full-year earnings and growth outlook.

AOS Q3 Earnings Beat Estimates on Boiler Growth, Pricing

A. O. Smith beats third-quarter earnings estimates as boiler growth and pricing benefits offset weaker water heater demand, while its China divestiture reshapes its 2026 outlook.

A. O. Smith Updates 2026 Guidance To Exclude China Business For All Of 2026

(RTTNews) - A. O. Smith (AOS) said it expects to classify the China business as held for sale and report it as discontinued operations beginning in the fourth quarter of 2026, with prior periods recast accordingly. Upon closing of the transaction, the company expects to deconsoli...

A.O. Smith Q3 26 Earnings Conference Call At 10:00 AM ET

(RTTNews) - A.O. Smith Corp (AOS) will host a conference call at 10:00 AM ET on Oct 29, 2026, to discuss Q3 26 earnings results...

A.O. Smith (AOS) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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

A.O. Smith (AOS) Q3 Earnings Top Estimates

A.O. Smith (AOS) delivered earnings and revenue surprises of +3.33% and -2.03%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

A. O. Smith Reports Third Quarter 2026 Results

A. O. Smith Reports Third Quarter 2026 Results A. O. Smith Reports Third Quarter 2026 ResultsPR NewswireMILWAUKEE, Oct. 29, 2026 Third Quarter 2026 Highlights(Comparisons are year-over-year ("YoY"), unless otherwise noted)Sales of $941 million; net earnings of $126 million and diluted earnings per...

A.O. Smith To Divest Majority China Business Stake, Reward Shareholders

A.O. Smith China deal unlocks cash for buybacks as investors watch earnings, technical signals and analyst targets.read more...

A. O. Smith Gears Up to Report Q3 Earnings: Here's What to Expect

AOS gears up for Q3 earnings with modest revenue growth expected, while weak China demand, rising costs and North American strength shape its outlook.

A.O.Smith To Sell 81% Stake In China Business To CPE

(RTTNews) - A. O. Smith Corporation (AOS), a global water technology company, announced agreements to sell an 81% stake in its China business to alternative asset manager CPE, while retaining a 19% interest and securing long-term brand licensing royalties...

• Reported GAAP EPS of $0.93 down -1.06% YoY
• Reported revenue of $940.5M down -0.21% YoY
• A. O. Smith updated full-year 2026 guidance to exclude China for all of 2026, forecasting net sales growth of approximately 4% and adjusted EPS between $3.42 and $3.52.

A. O. Smith faced lower North America residential water heater volumes and higher input costs, continued weakness in China, and identified new technologies and competitors among business risks.

A. O. Smiths North America sales increased 3% with boiler growth and pricing benefits; nine-month free cash flow increased 4%, and the China transaction retains a 19% stake and brand license.

A. O. Smith Corp. manufactures residential and commercial gas and electric water heaters, boilers, tanks, and water treatment products. It operates through the North America and Rest of World segments. The North America segment manufactures and markets comprehensive lines of residential and commercial gas and electric water heaters, boilers, and tanks. The Rest of World segment markets water treatment products in China, Europe, and India. The company was founded by Charles Jeremiah Smith in 1874 and is headquartered in Milwaukee, WI.

A.O. Smith Corp.

 A.O. Smith Stock Sinks After Lennox’s Entry Into Water Heater Market, Retail’s Still Bullish

Equity

Bearish Sentiment

A.O. Smith Corp (AOS) stock fell 6.3% on Wednesday on concerns over a new water heater joint venture between Lennox and Ariston Group.The stock logged its worst day in over 10 months after air conditioner maker Lennox announced it would start selling water heaters under its own branding from 2026.Lennox said on Tuesday that it would own 49.9% of the joint venture, with Italian water heater maker Aristone owning the remaining 50.1%.“This strategic partnership brings the trusted brands, distribution channels, and expansive customer network of Lennox with Ariston Group's advanced global and regional expertise in water heating technology, R&amp;D, and manufacturing,” the companies said.Brokerage Jefferies saw risks to A.O. Smith, the top seller of water heaters in North America, with the joint venture focusing on rapid expansion in the U.S. and Canada. Aristone would continue to sell its heaters under its branding. &nbsp;According to TheFly, Jefferies analysts noted that the joint venture will leverage Lennox's robust distribution network, an obstacle previously faced by GE and Haier when entering the market.“While we don't foresee this joint venture resulting in a major competitive shift in the North American water heater market, we've slightly tempered our long-term growth outlook for A.O. Smith to account for a now more competitive, albeit still small, player in the space,” Morningstar analysts said in a note.Retail sentiment on Stocktwits was in the ‘bullish’ (65/100) territory, while retail chatter was ‘high.’<figure class="image"><img style="aspect-ratio:884/103;" src="https://news.stocktwits-cdn.com/AOS_May_28_JPG_aafcb9d20c.webp" alt="AOS’s Sentiment Meter and Message Volume as of 10:25 p.m. ET on May 28, 2025 | Source: Stocktwits" width="884" height="103"><figcaption>AOS’s Sentiment Meter and Message Volume as of 10:25 p.m. ET on May 28, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/AOS">A.O. Smith stock</a> has fallen over 6% this year.The company in April reiterated its annual earnings forecast but warned of tariff-related costs.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-bows-out-of-doge-thanks-trump/ch0A7qaRbsv">Elon Musk Bows Out Of DOGE, Thanks Trump For 'Opportunity To Reduce Wasteful Spending'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the A.O. Smith company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Jefferies analysts noted that the joint venture will leverage Lennox's robust distribution network.

Jefferies analysts noted that the joint venture will leverage Lennox's robust distribution network, an obstacle previously faced by GE and Haier when entering the market.

Lennox International Inc

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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