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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves better-than-expected quarterly results, raised outlook and growing AI-compute backlog have shifted attention toward strong demand and managements plan to fund expansion with customer prepayments and contract-backed financing. Many traders see the call as easing debt concerns and anticipate short covering, while skeptics remain focused on heavy borrowing, capital spending and the path to sustainable cash flow.

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

Nvidias selloff is centered on governance and national-security concerns surrounding CEO Jensen Huangs relationship with a customer suspected of ties to Chinese intelligence, with traders debating whether the investigation and China chip-export questions could threaten his leadership or the business. Others see the drop as an overreaction and are buying the dip, while looking to the upcoming earnings report for a business-focused counterpoint.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

INFQ is drawing attention ahead of its quarterly report, with traders looking for revenue, guidance and commercialization updates that could set it apart from other quantum companies. Optimism about its products and technical progress is countered by concerns over weak price action and volatility alongside the broader quantum and tech sectors.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNavs Q3 report, which traders say beat EPS expectations, is drawing attention as shares fell despite a generally positive reaction to the results and call. The debate remains split between near-term sellers and bulls focused on the still-pending FCC NPRM for the companys spectrum proposal.

Autonomi (ANT) is a cryptocurrency launched in 2025and operates on the Arbitrum platform. Autonomi has a current supply of 1,200,000,000 with 346,011,579 in circulation. The last known price of Autonomi is 0.03102024 USD and is up 12.83 over the last 24 hours. It is currently trading on 15 active market(s) with $148,822.58 traded over the last 24 hours. More information can be found at https://autonomi.com.

Aragon

The ticker is being confused with Anthropics heavily discussed IPO, while Aragon-specific posts focus on the projects dissolution, completed ANT redemption, and questions about token delisting or conversion. Crypto traders also mention the tokens price move, but no clear new Aragon catalyst dominates.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong quarterly earnings beat and raised guidance have driven attention, with traders citing accelerating growth, improving profitability and analyst upgrades as support for the rally. The reaction is split between bulls expecting momentum to continue and skeptics focused on volatile post-earnings trading and resistance near recent levels.

Citigroup, Inc. is a holding company, which engages in the provision of financial products and services. It operates through the following segments: Services, Markets, Banking, Wealth, U.S. Personal Banking (USPB), and All Other. The Services segment includes Treasury and Trade Solutions (TTS) which provides an integrated suite of tailored cash management, trade, and working capital solutions to multinational corporations, financial institutions and public sector organizations, and Securities Services, which offers cross-border support for clients, providing on-the-ground local market expertise, post-trade technologies, customized data solutions, and a wide range of securities services solutions that can be tailored to meet client needs. The Markets segment provides corporate, institutional, and public sector clients around the world with a full range of sales and trading services across equities, foreign exchange, rates, spread products, and commodities. The Banking segment offers Investment Banking and Corporate Lending services. The Wealth segment includes Private Bank, Wealth at Work, and Citigold and provides financial services to a range of client segments through banking, lending, mortgages, investment, custody, and trust product offerings. The USPB segment includes Branded Cards and Retail Services, which have proprietary card portfolios and co-branded card portfolios within Branded Cards, and co-brand and private label relationships within Retail Services. The All Other segment consists of activities not assigned to the reportable operating segments, including certain unallocated costs of global functions, other corporate expenses, and net treasury results. The company was founded in 1812 and is headquartered in New York, NY.

Citigroup Inc

Citigroups quarterly earnings beat expectations, but the shares faced selling despite the strong report. Traders are debating whether higher expenses and credit-loss provisions in the card business outweigh growth elsewhere, while some view the pullback as a buying opportunity near technical support.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Q3 results and earnings call dominate discussion, with traders weighing improved profitability, margins and cash from Samsung licensing against the gap between reported results and some elevated estimates, as well as weaker sequential product sales. Many are bullish on recurring Samsung and Micron licensing revenue and growth plans, while a possible SK Hynix deal and Nasdaq uplisting remain speculation rather than confirmed developments.

Cameco Corp. engages in the provision of uranium. It operates through the following segments: Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Camecos steep correction is dominating discussion, with traders sharing bearish technical outlooks and speculating that large funds are selling; those selling claims are unconfirmed. The decline has fueled debate over whether uranium stocks are being repriced amid doubts about the timing of AI-related power demand, or whether the pullback is an opportunity given the sectors longer-term nuclear outlook.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs quarterly report and announced share-repurchase authorization are driving attention, with traders welcoming debt reduction and an Exaion GPU-services contract as signs of progress beyond Bitcoin mining. Optimism is tempered by a revenue miss and concerns that larger AI/HPC leases remain unsigned, while the reported profit was boosted by Bitcoin valuation gains.

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Cirrus Logic (CRUS) Q2 2027 Earnings Call Transcript

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Cirrus Logic (CRUS) Q2 Earnings and Revenues Surpass Estimates

Cirrus Logic (CRUS) delivered earnings and revenue surprises of +10.66% and +3.50%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Cirrus Logic Reports Fiscal Second Quarter Revenue of $559.5 Million

Cirrus Logic, Inc. (Nasdaq: CRUS) posted on its website at investor.cirrus.com the quarterly Shareholder Letter that contains the complete financial results for the second quarter of fiscal year 2027, which ended September 26, 2026, as well as the companys current business outlook. Cirrus Logic...

ASE Technology Hldg (ASX) Beats Q3 Earnings and Revenue Estimates

ASE Technology Hldg (ASX) delivered earnings and revenue surprises of +8.82% and +3.33%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Earnings Preview: Cirrus Logic (CRUS) Q2 Earnings Expected to Decline

Cirrus Logic (CRUS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

SCI Stock Surges More Than 111% in 6 Months: Can the Momentum Continue?

SCIA is benefiting from stronger demand, new customers, higher volumes and advanced-materials expansion, but customer concentration and raw material cost risks remain.

This Align Technology Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Thursday

Analysts downgraded Envista, Cirrus Logic, ZTO Express, Align Technology and Par Pacific, with mixed price-target changes.read more...

GFS Stock Bucks Market Weakness: GlobalFoundries To Add Up To 1.8 Million Wafers Of Annual Capacity With 2 New York Fabs 

Equity

GlobalFoundries said the first fab is expected to involve approximately $10 billion in investment and begin operations in 2029.


Cirrus Logic to Report Second Quarter Fiscal Year 2027 Results

Cirrus Logic, Inc. (Nasdaq: CRUS) will post its second quarter fiscal year 2027 financial results and business outlook on the Investor Relations area of its website on Wednesday, November 4, at approximately 4 p.m. ET.Cirrus Logic will host a live Q&A webcast session at 5 p.m. ET that same day to...

Cirrus Logic Announces Acquisition of INVENTVM Semiconductor

Cirrus Logic, Inc. (NASDAQ: CRUS) announced that it has acquired INVENTVM, a fabless semiconductor company based in Pavia, Italy that specializes in mixed-signal power management and audio integrated circuits. INVENTVM brings deep engineering expertise, intellectual property, and an established...

Cirrus Logic, Inc. engages in the development of mixed-signal processing solutions. Its product lines include audio and High-Performance Mixed-Signal (HPMS) products. It operates through the following geographical segments: China, Hong Kong, Vietnam, South Korea, India, United States, and Rest of World. The company was founded by Suhas S. Patil and Michael L. Hackworth in 1984 and is headquartered in Austin, TX.

Cirrus Logic, Inc.

Bullish Sentiment

<ul class="summary-bullets"><li>The company said its second facility could receive another roughly $10 billion.</li><li>It estimated that both facilities could add around 1.8 million 300-millimeter wafers of annual U.S. manufacturing capacity once fully operational.</li><li>GlobalFoundries said the expansion has support from customers and industry partners, including Apple, Cirrus Logic and General Motors.</li></ul>GlobalFoundries (GFS) shares bucked the broader market weakness on Wednesday morning after the company announced that it had been chosen to run two new chip fabrication sites at its New York campus as part of the $21 billion investment push between the U.S. and Japan.The company said the first fab will receive approximately $10 billion in investment and is expected to begin operations in 2029. A second fab could receive another approximately $10 billion, subject to the initiative's plans.<a href="https://stocktwits.com/symbol/GFS">GFS stock</a> gained nearly 5% in morning trade on Wednesday amid broader weakness in the market after the consumer price index (CPI) year-over-year gain came in hotter than expected at 3.7%, compared to economists’ estimate of 3.6%.The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust</a> (SPY) edged 0.3% lower, while the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust Series 1</a> (QQQ) fell 0.6%. Both were among the top trending on Stocktwits. Retail sentiment around GFS shares on the platform remained in ‘bullish’ territory over the past day.&nbsp;GlobalFoundries said the expansion has support from customers and industry partners, including Renesas Electronics, Tokyo Electron, Apple (AAPL), Cirrus Logic (CRUS) and General Motors (GM).<h2 class="st-heading-2">GlobalFoundries Could Add 1.8M Wafers Of Annual Capacity</h2>GlobalFoundries said its first facility is expected to add approximately 900,000 300-millimeter wafers of annual U.S. manufacturing capacity once it’s fully operational.&nbsp;The company added that the second fab could contribute a similar amount, bringing the potential combined addition to roughly 1.8 million wafers annually.GlobalFoundries also said it expects to break ground on the first facility later in 2026, stating that the site is already permitted and ready for construction. It estimated that the projects could add around 27,000 construction and broader ecosystem jobs, alongside more than 1,000 high-skilled manufacturing positions.<h2 class="st-heading-2">GlobalFoundries To Redirect $955M In CHIPS Act Funding</h2>In addition to the two new chip manufacturing facilities, GlobalFoundries said an amended award under the U.S. CHIPS and Science Act will redirect $955 million toward accelerating investments in silicon photonics, silicon-germanium (SiGe) technology and advanced packaging.The technologies are used in applications including high-speed communications and advanced semiconductor systems. The investments are aimed at supporting operations at its plants in New York and Vermont.The company also said the U.S. Department of Commerce will receive an approximately 4% equity stake in GlobalFoundries under a separate agreement.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-says-semiconductor-sell-off-is-way-overdone-nvda-mu-skhy-sndk-stocks/cZxBWE1RBoV">Dan Ives Says Semiconductor Sell-Off Is ‘Way Overdone’ As AI Spending Fears Rattle NVDA, MU, SKHY, SNDK</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

GlobalFoundries (GFS) shares bucked the broader market weakness on Wednesday morning after the company announced that it had been chosen to run two new chip fabrication sites at its New York campus as part of the $21 billion investment push between the U.

GFS Stock Bucks Market Weakness: GlobalFoundries To Add Up To 1.8 Million Wafers Of Annual Capacity With 2 New York Fabs

Apple Inc

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Yes, by year-end

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He steps down on his own

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$CRUS Q2 '27 Earnings Results & Recap

• Reported GAAP EPS of $2.70 down -4.59% YoY
• Reported revenue of $559.46M down -0.27% YoY
• Cirrus Logic expects Q3 FY27 revenue between $510M and $570M, GAAP gross margin between 51% and 53%, and non-GAAP operating expenses between $152M and $158M.

Stocktwits Earnings

$CRUS 
Koombayah my lord koombayah. Wow. I bought this stock at 18 3/4 in 1996. 30 years plus later it’s given a 6.5x return. Imagine putting $10,000 in this and having 65-70k now. Wow! Now imagine buying the same amount of Microsoft back then? 1mil plus is what the value would be with dividends re invested

Jack

The Nasdaq is sitting near record highs, and $CRUS just posted its lowest close since August 2025. It finished Friday at 106.87 on heavier-than-normal volume, down about 41% from its May high and stuck under a falling 50-day and 200-day. I want to see it get back above the 50-day near 118 before I'd even think about it.

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