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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 after a blowout Q2 earnings report with revenue up 106% and data center revenue up 117%, plus strong Q3 guidance and a $12.9B Hugging Face acquisition, igniting a broad chip rally and bullish retail sentiment amid short-squeeze chatter.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Traders are fixated on Canadian Solar's Q2 earnings as a potential catalyst, debating whether the company will finally recognize 45X tax credits and unlock value from its CSI Solar stake or a Recurrent Energy sale. High short interest and claims of price manipulation have fueled a tense, bullish-leaning sentiment ahead of the report.

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

BlackBerry is trending as retail traders link Nvidia's strong earnings and physical AI pushcovering robotics, autonomous vehicles, and a massive Amazon GPU dealdirectly to QNX's future growth potential. The community is split between bulls arguing QNX is an underappreciated linchpin in the AI/robotics boom and bears frustrated by stagnant price action, management's stock sales, and perceived execution failures, with all eyes on the next earnings report for validation.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

BMNR is surging as Tom Lee's BitMine continues accumulating Ethereum, nearing its 5% supply target, which traders view as a bullish catalyst for the crypto-treasury stock. Sentiment is extremely bullish, with the community highlighting its outperformance relative to ETH and framing it as a leveraged bet on Ethereum's future.

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 crushed Q2 estimates, raised full-year guidance, and expanded its Anthropic partnership with ClaudeForce, sending shares up 13% after hours and reigniting the enterprise software trade. The beat debunks the 'SaaSpocalypse' narrative, with retail sentiment on Stocktwits flipping extremely bullish as traders call for a run toward $275$300.

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

CRWD is trending after posting a strong quarterly beat and raising its full-year outlook, driven by surging AI-driven cybersecurity demand. Retail sentiment on Stocktwits flipped to extremely bullish, though some traders remain cautious on valuation.

Abercrombie & Fitch Co. engages in the retail of apparel, personal care products, and accessories. The firm operates through following geographical segments: Americas, Europe, the Middle East and Africa (EMEA), and Asia-Pacific (APAC). Its brands include Abercrombie and Hollister. The company was founded by David Abercrombie in 1892 and is headquartered in New Albany, OH.

Abercrombie & Fitch Co. - Ordinary Shares - Class A

Abercrombie & Fitch Co.

Abercrombie & Fitch is surging after a blowout Q2 earnings beat and raised guidance, with a short squeeze amplifying gains as traders debate whether tariff refunds inflated results. Community sentiment is mixed, with bulls citing buybacks and growth while bears call the move overextended and expect a pullback.

Synopsys, Inc. engages in the provision of electronic design automation (EDA) software that engineers use to design and test integrated circuits (ICs). It also offers semiconductor intellectual property (IP) products. It operates through the Design Automation and Design IP segments. The Design Automation segment includes silicon design, verification of products and services, and Ansys products, and system integration of products and services. The Design IP segment refers to interface, foundation, security, and embedded processor IP, IP subsystems, and IP implementation services that serve companies primarily in the semiconductor and electronics industries. The company was founded by Aart J. de Geus, Bill Krieger, Dave Gregory, and Rick Rudell in December 1986 and is headquartered in Sunnyvale, CA.

Synopsys, Inc.

Synopsys Inc

Synopsys is trending after its latest earnings beat and Nvidia's $2B strategic investment, but traders are divided on the mixed outlookbulls see a cheap entry into AI chip design, while bears flag China weakness, dilution, and slower organic growth. Analyst upgrades (BofA, JPM, KeyBanc) clash with downgrades (Piper), fueling heavy options activity and sharp pre-market swings.

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 under heavy fire post-earnings as a double beat-and-raise was overshadowed by a sharp selloff, with traders dissecting the one-time tariff refunds propping up the numbers and flagging persistent margin pressure from memory chip costs. The community is locked on the $20 breakdown, with calls for a continued slide toward the mid-teens clashing against dip-buyers arguing the 6% dividend and buyback math make it a deep-value trap worth catching.

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 on a post-Nvidia-earnings semiconductor rally, with retail traders pointing to Broadcom's own upcoming results, a reported $60B+ AI-chip financing deal for Anthropic, and Cathie Wood's recent purchases as bullish catalysts, despite recent weak price action.

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INTC, AMD, AVGO: Chip Stocks Jump Premarket After Nvidia's Blowout Report

Equity

Chip and AI-linked stocks gained in sympathy after Nvidia’s Q2 report.


The Zacks Analyst Blog Highlights Advanced Micro Devices and Broadcom 

AMD???s AI momentum, expanding margins and stronger technical setup give it more upside potential than Broadcom despite strong AI growth at both.

On Nvidia Earnings Day, Cathie Wood’s ARK Loaded Up $20M On Rival Chip Stock

Cathie Wood’s ARK Investment Management bought a total of 57,705 AVGO shares across three of its funds. 

MXL's AI Optical Growth Accelerates: Can It Challenge AVGO & MRVL?

MaxLinear's Keystone ramp, rising 800G demand and next-generation 1.6T pipeline strengthens its AI optical push against larger rivals.

Broadcom's Massive $100B AI Target vs. a High-Stakes Valuation

Broadcom (NASDAQ: AVGO) could emerge as one of the biggest beneficiaries of big tech's custom AI chip push. This video examines why that expanding role could support Broadcom's next phase of AI growth, even as its premium valuation raises the stakes...

A Leading Hedge Fund Just Placed Massive Bets on Broadcom and Intel Stocks. Should You Follow Suit?

Key PointsBroadcom and Intel both expect major revenue growth in 2027...

PCE Inflation Increased More Than Expected

PCE Ticks Higher in July, NVIDIA Reports After the Close

While Q2 GDP stayed at a still-low +1.5%, PCE figures were mostly higher than expected. Will NVIDIA beat earnings and lay out a long-term game plan for AI development?

Here are Wednesday's biggest analyst calls: Nvidia, SpaceX, Broadcom, SolarEdge, Nike, Oracle & more

Here are Wednesday's biggest calls on Wall Street...

Photronics (PLAB) Surpasses Q3 Earnings and Revenue Estimates

Photronics (PLAB) delivered earnings and revenue surprises of +25.00% and +3.50%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

$AVGO Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $1.96 up 86.67% YoY
• Reported revenue of $22.19B up 47.87% YoY
• Broadcom expects third quarter fiscal year 2026 revenue of approximately $29.4 billion, an 84 percent increase year-over-year, with non-GAAP operating income and Adjusted EBITDA guidance both around 67-68 percent of projected revenue.

Bullish Sentiment

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AVGO Broadcom Stock Price Today, News, Analysis and Trading Ideas

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Traders are intensely debating Broadcom's competitive edge in custom AI silicon and its Jalapeño chip versus Nvidia’s dominance.

Investors are speculating whether a strong Q3 earnings report on September 2nd will spark a major rally after weeks of heavy downward pressure.

Market sentiment remains weighed down by persistent skepticism regarding Broadcom’s massive $64.9B debt pile and long-term capital efficiency.

Bargain hunters are eyeing the stock's severely oversold RSI and trendline support as potential entry points for a long-term rebound.

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