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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 shares are under pressure amid reports about CEO Jensen Huangs relationship with a businesswoman suspected by U.S. officials of ties to Chinese intelligence, prompting an independent board investigation. Traders are split between concerns over national-security questions and Huangs leadership risk, and the view that the controversy does not change Nvidias underlying business and may present a buying opportunity.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims shares are drawing attention for a steep selloff ahead of Q3 results, with traders speculatingwithout confirmationthat weak results or an earnings leak are behind the decline. The debate centers on margin and guidance risks tied to branded weight-loss drugs, including the Lilly deal, versus optimism about expanded GLP-1 access and the potential peptide business.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It 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

The Trade Desks sharp rally ahead of its Q3 earnings report has traders speculating about short covering or an earnings surprise, though claims of a leak are unverified. The community is split between hopes that low expectations and improving ad-tech results will support a rebound and concern that weak growth or guidance could reverse the move.

XRP (XRP) is a cryptocurrency . XRP has a current supply of 99,985,583,260 with 63,516,606,953 in circulation. The last known price of XRP is 1.11892236 USD and is down -3.62 over the last 24 hours. It is currently trading on 1894 active market(s) with $1,884,610,999.15 traded over the last 24 hours. More information can be found at https://xrpl.org/.

Ripple

XRPs sharp slide toward the $1 area amid a broader crypto selloff is driving the discussion, with traders debating whether support will hold or the decline will deepen. Some blame market-wide weakness and regulatory uncertainty, while others criticize XRPs utility and Ripples token economics; a smaller group sees the dip as an accumulation opportunity.

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

AMDs rally is drawing support from Oppenheimers upgrade, optimism about AI and data-center growth, and Google Clouds use of EPYC processors in its TPU infrastructure. Traders also see the Nvidia CEO investigation as prompting some rotation into AMD, though others caution that the sharp move may be momentum-driven and question the valuation.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeings earnings outlook and call disappointed investors, with a slower 737 MAX production ramp and delayed cash-flow recovery fueling a sharp selloff and analyst estimate cuts. Traders are split between viewing the drop as an oversold opportunity backed by Boeings backlog and defense business, and doubting managements ability to deliver on production and financial targets.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Agility Robotics Inc.

Agility Robotics Inc. - Ordinary Shares - Class A

AGLT is drawing attention after a sharp post-merger selloff, with traders attributing the pressure to de-SPAC selling and the risks of SPAC share supply. The debate pits optimism about Agilitys humanoid-robot orders and long-term potential against concerns about losses, dilution, valuation, and whether the business can scale.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

SITC data from Candels PrTK05 prostate-cancer study, highlighting systemic immune activation and transient vector clearance, has renewed attention on the planned CAN-2409 BLA submission, following positive Phase 3 results. Bulls view the findings as supportive of the regulatory package, while skeptics question whether the biomarker data materially reduce BLA risk and remain concerned about timing, CEO transparency and possible dilution.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Fireflys engine, technology-licensing and engineering agreement with AST SpaceMobile for its planned Blacklift rocket is driving attention, alongside NASAs selection of Firefly to compete for future lunar-delivery work. Traders are upbeat about the deals potential to expand Fireflys backlog and fund growth, while debating payment structure, dilution risk and execution ahead of earnings.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXOs preliminary third-quarter resultsreported as a revenue beat, with growth driven largely by acquisitionssparked a sharp rally. Traders welcomed the update and speculated that short covering added fuel, while some remained cautious about integration, dilution, and whether the results will support sustained growth.

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Commercial Breakthroughs and AI Expansion Drive Fresh Investor Attention

A diverse group of emerging growth companies captured investor attention as themes ranging from advanced building materials and streaming media monetization to artificial intelligence infrastructure, defense technology, and photonics continued driving market activity. While mega-cap AI stocks dominate headlines, several smaller companies are advancing potentially significant commercial milestones that could reshape their respective industries. $XERI, $CAST, $GPUS, $CTM, $POET

“Genius Plan” and More Market Drivers

Speculative growth stocks continue attracting aggressive trader attention. From AI machine-economy ecosystems and Bitcoin-driven capital recycling models to cybersecurity backlog expansion and fire-resistant construction innovations, several NASDAQ and OTC-listed companies are positioning themselves at the center of emerging high-growth sectors. $XERI, $CTM, $AEHL, $AIIO, $GDC, $MASK

Castellum Lands Second-Largest Contract In History, Stock Rockets 40% In Pre-Market 

Equity

The five-year deal covers logistics, engineering, and cybersecurity services for the Mission Operations & Integration (MO&I) Department.


Core Scientific, HUBC, Castellum, Applied Digital, Shopify: Top 5 IT Stocks With Highest Retail Chatter Surge Last Week

Information technology stocks were buzzing among retail traders on Stocktwits last week as investors weighed in on the growing demand for AI data centers and more.

Castellum Rises Pre-Market After Subsidiary Bags Navy Contract For AI-Powered Cybersecurity System: Retail Sentiment Mixed

Castellum’s subsidiary will support the Naval Air Warfare Center Aircraft Division in Lakehurst in developing an automated enterprise cybersecurity framework.

CTM Stock Surges Over 45% After $3.7M Public Offer Announcement: Retail Mood Bullish

Castellum provides cybersecurity, and support for information and electronic warfare, among other services to US government and commercial clients.

Castellum expects record revenue for full year 2026 and remains focused on growing existing business through new contract awards, expansion of current programs, and improved execution; quantified revenue, margin, and earnings targets were not provided.

Castellum's 9M Adjusted EBITDA was $1M versus $1.8M, Q3 produced a net loss versus prior-year net income, and Castellum cited competition and acquisition execution risks.

Castellum's 9M revenue increased to $42.9M from $40.3M, its qualified pipeline reached $1.66B, and its debt-free balance sheet included $24.5M in cash and accounts receivable.

Castellum, Inc. is a technology firm. It operates in the development of strategic acquisitions in cyber security, information technology, information warfare, electronic warfare, software engineering, data analytics and program support. The company was founded on September 30, 2010 and is headquartered in Vienna, MD.

Castellum Inc

Bullish Sentiment

<ul><li>Castellum’s subsidiary secured a $66.2 million contract from the Naval Air Warfare Center Aircraft Division.</li><li>The five-year deal covers logistics, engineering, and cybersecurity services for the Mission Operations &amp; Integration (MO&amp;I) Department.</li><li>The contract also covers work tied to the Department of Defense and foreign military programs.</li></ul>Castellum Inc. (CTM) announced on Friday that its subsidiary Specialty Systems Inc. (SSI) has secured a $66.2 million contract from the Naval Air Warfare Center Aircraft Division (NAWCAD) in New Jersey.&nbsp;The deal is the cybersecurity and defense technology contractor’s second-largest win in its history.&nbsp;Following the contract win,&nbsp;<a href="https://stocktwits.com/symbol/CTM">Castellum’s stock</a> traded over 40% higher in Friday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<h2 class="st-heading-2">Agreement Components</h2>The five-year deal covers logistics, engineering, and cybersecurity services for the Mission Operations &amp; Integration (MO&amp;I) Department, which supports aircraft launch and recovery systems used across Navy carriers and air-capable ships.<blockquote>“It is an example that our targeted strategy to focus on full and open opportunities in our pipeline as we transition to a large business is working.”&nbsp;-Drew Merriman, COO, Castellum</blockquote><h2 class="st-heading-2">Expanding Role in Naval Operations</h2>Under the new agreement, SSI will provide ongoing support to NAWCAD’s Digital Engineering, Engineering Integration, and Logistics and Maintenance Integration divisions. The contract also covers work tied to the Department of Defense and foreign military programs.The firm said the win strengthens its foundation for continued growth, both through expanded federal partnerships and investments in proprietary technologies.“First our $103M+ win, which we announced in February, and now this $66M+ win in the Full and Open category amongst SeaPort contract holders, overcoming keen competition from a number of other very capable large businesses,” added Merriman.&nbsp;Castellum stock has lost over 48% in 2025 but gained over 586% in the last 12 months.&nbsp;Also See:<a href="https://stocktwits.com/news-articles/markets/equity/etsy-names-kruti-patel-goyal-as-next-ceo-stock-slides-on-lower-sales-outlook/cLGZYvuR3w8">&nbsp;</a><a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-jensen-huang-holds-out-hope-for-blackwell-chip-sales-to-china-why-it-matters/cLGqGr4R3UY">Nvidia’s Jensen Huang Holds Out Hope For Blackwell Chip Sales To China: Why It Matters?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Castellum company logo is seen displayed on a smartphone screen. 

Castellum’s subsidiary secured a $66.2 million contract from the Naval Air Warfare Center Aircraft Division.

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Nvidia ($NVDA) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

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) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$0.00	--	--	N/A
Q3 '26	$0.00	-$0.01	100.00%	MISSED
Q2 '26	$0.00	-$0.01	100.00%	MISSED
Q1 '26	$0.00	$0.00	100.00%	EXPECTED
Q4 '25	$0.00	--	--	N/A

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