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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 following strong earnings and an optimistic outlook for its AI-driven data center business, but the stock's muted reaction and subsequent dip have ignited community discussion debating whether the growth is already priced in, if market manipulation is at play, or if future revenue without China sales is a growing concern.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm 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 (TTD) experienced a sharp decline following its earnings report, as weaker-than-expected Q1 guidance overshadowed a beat on Q4 revenue and EPS. The community is deeply divided, with many citing competitive pressures and ongoing underperformance as reasons for the sell-off, while others view the reaction as overblown, highlighting strong fundamentals and significant share buybacks as a generational buying opportunity.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

C3.ai is trending due to reports of potential merger talks with private firm Automation Anywhere, which could take the automation company public through the deal. This follows a disappointing earnings report and weak guidance, leading to community debate over whether it's a lifeline for the underperforming AI stock or further evidence of its struggles.

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 is trending after reporting strong Q4 earnings, raising its dividend, and announcing a significant $50 billion share buyback, yet the stock saw an after-hours dip. This performance has sparked a community debate between dip-buyers optimistic about its valuation and capital return, and those concerned about ongoing AI disruption fears impacting the broader software sector.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix is trending after its mixed earnings report, where an EPS beat and early demand for smart eyewear are overshadowed by persistent delays in smartphone qualification with its lead customer Honor, sparking a community debate over long-term execution and manufacturing yields.

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

IonQ is actively discussed after exceeding Q4 revenue expectations and forecasting strong 2026 revenue, with many in the community celebrating its "major earnings blowout" and potential as a long-term play following a significant defense contract award and institutional investment, while others remain critical of its valuation and continued losses.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics (LRMR) is surging after its nomlabofusp received FDA Breakthrough Therapy Designation for Friedreich's ataxia, which the community sees as a major step toward a potential blockbuster drug and has prompted analyst price target increases. However, a proposed public offering is generating mixed sentiment regarding near-term dilution despite the positive regulatory news.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Bozeman, MT.

Snowflake Inc

Snowflake Inc. is trending after reporting strong Q4 performance but providing forward guidance that projects a slowdown in product revenue growth. This has sparked community discussions regarding the company's ability to monetize AI adoption and whether concerns about AI disruption in the broader software sector are justified for its data platform.

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 Video Communications, Inc.

Zoom is trending following its recent earnings report, which showcased robust cash flow and a substantial buyback authorization, further fueling discussions around its significant strategic investment in AI company Anthropic as a hidden asset. However, community sentiment reflects frustration that the stock's valuation has not yet fully appreciated these strong fundamentals and its AI-first vision, especially amid competitive pressures from platforms like Microsoft Teams.

Sezzle, Inc. engages in the operation of a digital payment platform that enables bank-to-bank transfer of money between consumers and businesses. The company was founded by Charlie G. Youakim, Killian Brackey and Paul V. Paradis on January 4, 2016 and is headquartered in Minneapolis, MN.

Sezzle Inc.

Sezzle is trending after reporting strong earnings that beat expectations and significantly raising its future guidance, fueling widespread community discussion about its perceived undervaluation compared to peers. With high short interest and a new $100 million share buyback program, many anticipate a substantial short squeeze and potential analyst upgrades.

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Nuclear Stocks To Follow Today - February 25th

Oklo, NuScale Power, BWX Technologies, Centrus Energy, and Nano Nuclear Energy are the five Nuclear stocks to watch today, according to MarketBeat's stock screener tool. "Nuclear stocks" commonly...

Waratah Capital Advisors Ltd. Acquires 26,468 Shares of BWX Technologies, Inc. $BWXT

Waratah Capital Advisors Ltd. raised its holdings in BWX Technologies, Inc. (NYSE:BWXT - Free Report) by 382.3% in the third quarter, according to its most recent Form 13F filing with the Securities...

What is Northland Securities' Forecast for BWXT Q1 Earnings?

BWX Technologies, Inc. (NYSE:BWXT - Free Report) - Northland Securities cut their Q1 2026 earnings per share (EPS) estimates for BWX Technologies in a report issued on Tuesday, February 24th...

JPMorgan Chase & Co. Buys 84,085 Shares of BWX Technologies, Inc. $BWXT

JPMorgan Chase & Co. raised its stake in shares of BWX Technologies, Inc. (NYSE:BWXT - Free Report) by 32.9% in the third quarter, according to its most recent Form 13F filing with the Securities and...

Don't Overlook These Top Stocks After Q4 EPS Beats: ALSN, BWXT, VIV, VVX

Several top-rated Zacks stocks are standing out from a variety of sectors after exceeding Q4 EPS expectations on Monday. 

Best Nuclear Stocks To Follow Today - February 24th

Oklo, NuScale Power, and BWX Technologies are the three Nuclear stocks to watch today, according to MarketBeat's stock screener tool. "Nuclear stocks" are publicly traded companies whose primary...

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Jittery Futures Erase Gains Amid AI Doomsday Fears A short rebound in stocks fizzled after Monday's drop, as worries about the disruptive impact of artificial intelligence continued to unsettle...

7,000 Shares in BWX Technologies, Inc. $BWXT Purchased by Monetta Financial Services Inc.

Monetta Financial Services Inc. acquired a new stake in BWX Technologies, Inc. (NYSE:BWXT - Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the...

Citigroup Inc. Purchases 30,329 Shares of BWX Technologies, Inc. $BWXT

Citigroup Inc. increased its holdings in BWX Technologies, Inc. (NYSE:BWXT - Free Report) by 11.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and...

$BWXT Q4 &#39;25 Earnings Results &amp; Recap

• Reported GAAP EPS of $1.02 up 30.77% YoY
• Reported revenue of $885.84M up 18.70% YoY
• BWX Technologies Inc expects to recognize approximately 40% of its $7,260.7 million backlog by the end of 2026, with the remainder recognized thereafter, and plans additional capital expenditures and personnel investments.

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BWX Technologies Inc

 Q4 '25 Earnings Results & Recap

• Reported GAAP EPS of $1.02 up 30.77% YoY
• Reported revenue of $885.84M up 18.70% YoY
• BWX Technologies Inc expects to recognize approximately 40% of its $7,260.7 million backlog by the end of 2026, with the remainder recognized thereafter, and plans additional capital expenditures and personnel investments.

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BWX Technologies, Inc. engages in the supply and provision of nuclear components and products. It operates through the Government Operations and Commercial Operations segments. The Government Operations segment manufactures naval nuclear reactors, including the related nuclear fuel, for the U.S. Naval Nuclear Propulsion Program for use in submarines and aircraft carriers. The Commercial Operations segment fabricates commercial nuclear steam generators, nuclear fuel, fuel handling systems, pressure vessels, reactor components, heat exchangers, tooling delivery systems, and other auxiliary equipment, including containers for the storage of spent nuclear fuel and other high-level waste and supplies nuclear-grade materials and precisely machined components for nuclear utility customers. The company was founded by Stephen Wilcox and George Babcock in 1867 and is headquartered in Lynchburg, VA.

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