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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is caught in a semiconductor selloff as traders worry that Democratic gains and calls for tighter AI oversight could slow data-center expansion and weaken future memory demand. The community is split between bearish views that AI spending and the memory cycle are turning, and bulls who see the decline as an overreaction because demand and company fundamentals remain intact.

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

Super Micros sharp post-earnings selloff despite a strong results-and-guidance beat is driving discussion. Bulls call the reaction disconnected from growth, while cautious traders point to margin pressure, heavy reliance on one customer, and concerns that election-related data-center uncertainty could weigh on AI infrastructure demand.

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

Fears that the Democratic midterm sweep could bring tighter AI regulation and slow U.S. data-center construction are weighing on Nvidia alongside weakness across semiconductor stocks. Traders debate whether policy concerns threaten AI spending or are overblown; some also question the sustainability of AI financing, while bulls argue demand will persist and view the pullback as a buying opportunity.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is under pressure amid fears that Democratic control could bring tighter regulation and permitting delays for U.S. data-center projects, compounded by a report linking IREN site delays to lower Microsoft AI data-center spending and uncertainty ahead of earnings. Traders are divided between concerns about execution, funding and growth timelines and the view that existing power assets and contracted capacity could benefit if new supply is constrained.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is under pressure amid a sharp semiconductor selloff, with traders tying the weakness to concerns that Democratic control of Congress could bring tighter AI and data-center regulation and slow infrastructure spending. The community is split between fears that the AI trade is breaking down and dip-buyers who see the reaction as overdone; the funds 3x daily leverage is amplifying volatility.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Fears that a Democratic sweep could bring tighter AI and data-center rules and slow future buildouts are weighing on Sandisk and other memory stocks. Traders debate whether the selloff overstates that risk given ongoing memory demand and buybacks, while bearish voices point to continued selling and the sectors cyclical risks.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is being swept into a selloff in AI data-center stocks, with traders concerned that election results could bring tougher permitting and slow new projects, alongside worries about the sectors financing needs and execution risks. Bullish traders counter that APLDs campuses in North Dakota, Louisiana, and Alabama and its contracted capacity may be less exposed to local restrictions and could become more valuable if new supply is constrained.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells proposed all-stock acquisition of Lumentum is dominating discussion amid a steep selloff: traders criticize the deals scale, dilution risk, and lengthy path to closing, while others see strategic value in combining AI chips and optical networking and are buying the dip. Election-related concerns about data-center development and broader weakness in AI and semiconductor stocks are adding pressure, with debate over how much of the decline is deal-specific.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins record third-quarter results, stronger-than-expected outlook, expanded buyback authorization, and progress rolling out its AI advertising model have sparked a sharp rally after a steep drawdown. Bulls see the results as evidence of renewed growth, while others question how durable the gains are and warn the post-earnings surge could fade.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell is falling with AI hardware stocks as traders reassess the data-center buildout, raising concerns about customer financing, capex sustainability and delays. The community is split between viewing the selloff as an oversold buying opportunity, citing Dells AI-server demand, and expecting further downside.

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Columbia Financial (CLBK) Reports Q3 Earnings: What Key Metrics Have to Say

The headline numbers for Columbia Financial (CLBK) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Columbia Financial (CLBK) Q3 Earnings Top Estimates

Columbia Financial (CLBK) delivered earnings and revenue surprises of +23.08% and -19.63%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

NewtekOne (NEWT) Lags Q3 Earnings and Revenue Estimates

NewtekOne (NEWT) delivered earnings and revenue surprises of -15.00% and -4.19%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Are You Looking for a Top Momentum Pick? Why Columbia Financial (CLBK) is a Great Choice

Does Columbia Financial (CLBK) have what it takes to be a top stock pick for momentum investors? Let's find out.

Columbia Financial (CLBK) is a Great Momentum Stock: Should You Buy?

Can Columbia Financial (CLBK) Run Higher on Rising Earnings Estimates?

Columbia Financial (CLBK) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Columbia Financial (CLBK) Surpasses Q2 Earnings and Revenue Estimates

Columbia Financial (CLBK) delivered earnings and revenue surprises of +200.00% and +3.40%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Canada Seizes 7 Tons Of Drugs, Fentanyl Chemicals, And Signal Jammers In China-Linked Narco Bust

Canada Seizes 7 Tons Of Drugs, Fentanyl Chemicals, And Signal Jammers In China-Linked Narco Bust

 Authored by The Bureau's Sam Cooper?(emphasis our own),?

A Burnaby RCMP investigation that began with a routine traffic stop last summer has ended in one of the largest drug-chemical...

$HAREHOLDER ALERT: The M&A Class Action Firm Encourages $hareholders to Act Before the Vote--HCBN, NFBK, CLBK, and TBRG

$HAREHOLDER ALERT: The M&A Class Action Firm Encourages $hareholders to Act Before the Vote--HCBN, NFBK, CLBK, and TBRG $HAREHOLDER ALERT: The M&A Class Action Firm Encourages $hareholders to Act Before the Vote--HCBN, NFBK, CLBK, and TBRG PR Newswire NEW YORK, May 22, 2026 NEW YORK, May 22, 2026...

$HAREHOLDER ALERT: The M&A Class Action Firm Launches Legal Inquiry for the Merger--CLBK, NFBK, AFBI, and CNTA

$HAREHOLDER ALERT: The M&A Class Action Firm Launches Legal Inquiry for the Merger--CLBK, NFBK, AFBI, and CNTA $HAREHOLDER ALERT: The M&A Class Action Firm Launches Legal Inquiry for the Merger--CLBK, NFBK, AFBI, and CNTA PR Newswire NEW YORK, May 11, 2026 NEW YORK, May 11, 2026 /PRNewswire...

$CLBK Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.16
• Reported revenue of $100.47M
• Columbia Financial expects to earn approximately $9.3M in additional interest income over the next twelve months from securities purchased at a yield 445 basis points higher than securities sold.

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Columbia Financial, Inc

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.16
• Reported revenue of $100.47M
• Columbia Financial expects to earn approximately $9.3M in additional interest income over the next twelve months from securities purchased at a yield 445 basis points higher than securities sold.

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Stocktwits Earnings

• Reported GAAP EPS of $0.16
• Reported revenue of $100.47M
• Columbia Financial expects to earn approximately $9.3M in additional interest income over the next twelve months from securities purchased at a yield 445 basis points higher than securities sold.

Columbia Financial's Q3 2026 net income was $5.2M versus $14.9M; non-interest expense increased to $97.5M, and multifamily and commercial real estate loans represented 60.0% of gross loans.

Columbia Financial's Q3 2026 net interest margin increased to 2.96%, core net income was $40.6M, and Columbia Financial expects approximately $9.3M in additional interest income over twelve months.

Columbia Financial, Inc. is a holding company, which engages in the provision of traditional banking and other financial services. It offers personal and business banking, wealth management, and other banking services such as online banking, bills payment, and mobile check deposit. The company is headquartered in Fair Lawn, NJ.

Columbia Financial Inc.

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$CLBK Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.16
• Reported revenue of $100.47M
• Columbia Financial expects to earn approximately $9.3M in additional interest income over the next twelve months from securities purchased at a yield 445 basis points higher than securities sold.

$CLBK is estimated to report earnings today after the close. I used Stock Meadow’s earnings dashboard to review its history: CLBK has beaten EPS estimates in 4 of its last 8 reports.

john

$CLBK is expected to report earnings today after the close; the date is estimated. I used Stock Meadow’s earnings dashboard to review its history: CLBK has beaten EPS estimates in 3 of its last 8 reports. Analysts expect EPS of $0.15. What are you watching for?

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