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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

Reports that Nvidias board may oust Jensen Huang amid allegations involving workplace relationships and a suspected Chinese intelligence operative have driven attention to CEO succession and governance risk. Traders are divided between fearing leadership disruption and further scrutiny, and viewing the selloff as overdone because Nvidias business and chip demand remain intact; the allegations and Huangs future remain uncertain.

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

Traders linked AMDs sharp rally to rotation from Nvidia amid reports of leadership and governance uncertainty around Jensen Huang, with some viewing AMD as a potential beneficiary. Others argued the scandal does not change chip competitiveness or fundamentals and questioned whether the rapid move was sustainable.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is rallying on a read-through from CoreWeaves strong results and outlook, which eased concerns about demand for AI-cloud providers ahead of Nebiuss Q3 report. Traders are debating whether the sector momentum can continue, with attention on Nebiuss capacity expansion and funding needs and some warning that high expectations could set up a sell-the-news reaction.

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 stronger-than-expected quarterly results and raised outlook fueled a sharp rebound in AI infrastructure stocks. Traders remain divided over its debt-heavy expansion and a reported Nvidia leadership shake-up: bears see financing and partnership risks, while bulls argue demand and the Nvidia relationship extend beyond one executive.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Dip-buying in NVDL is prominent amid Nvidias share-price swings, while traders also circulate unverified claims about CEO Jensen Huang and an alleged insider or spy scandal. The reaction is divided: some see a buying opportunity, while others expect more downside and warn that the ETFs 2x daily leverage can magnify losses.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras upcoming earnings and the final IPO lockup expiration are driving discussion, with traders debating whether results and guidance can reverse the steep post-IPO decline or whether newly eligible shares and a repeat of the prior earnings selloff could add pressure. Bulls are positioning for a rebound or short squeeze, while bears remain wary of insider selling and execution risks.

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

Supermicros H15 servers powered by AMDs latest EPYC processors are now shipping, drawing attention to its AI and data-center hardware business and its reach beyond Nvidia. Traders welcomed the launch and recent rebound, while others questioned whether server demand can translate into stronger margins and cash flow amid the stocks volatility.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondass Q3 earnings report is the main focus, with traders debating whether revenue growth and guidance can offset concerns about losses, cash burn, and dilution. The recent Digital Bat drone order adds to the growth discussion, while high reported short interest fuels speculation about a squeeze; others warn that earnings could trigger another selloff.

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

Nvidia CEO Jensen Huang-related scrutiny is driving speculation that investors may rotate toward Broadcom and other chipmakers; traders describe AVGOs strength as benefiting from Nvidias weakness, though some doubt the move will hold and warn that both companies remain exposed to AI spending trends.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor shares rallied after management reaffirmed confidence in deramiocel and discussed possible labeling ahead of the FDAs November 22 decision on the Duchenne muscular dystrophy therapy. Traders are positioning for approval and speculating about short covering, while others stress that the outcome remains uncertain given the FDA advisory committees earlier concerns.

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Why Epam (EPAM) is a Top Value Stock for the Long-Term

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Is Innodata Worth Buying as AI Growth Collides With Premium Valuation?

INOD's AI growth, hyperscaler wins and strong cash position support its outlook, but a premium valuation and customer concentration raise execution risks.

INOD Drops 15.5% in a Week as Program Loss and Margin Risks Resurface

Innodata shares fall 15.5% as a terminated program creates a $12 million revenue gap, raising concerns over customer concentration, timing and margins.

Epam (EPAM) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for Epam (EPAM) 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.

Epam (EPAM) Q3 Earnings and Revenues Surpass Estimates

Epam (EPAM) delivered earnings and revenue surprises of +2.93% and +0.56%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

EPAM Reports Results for Third Quarter 2026

EPAM Reports Results for Third Quarter 2026 EPAM Reports Results for Third Quarter 2026PR NewswireNEWTOWN, Pa., Nov. 5, 2026 Third quarter revenues of $1.426 billion, up 2.3% year-over-year and 2.5% on an organic constant currency basisThird quarter GAAP income from operations increased to 12.3% of...

Taboola.com Ltd. (TBLA) Meets Q3 Earnings Estimates

Taboola.com (TBLA) delivered earnings and revenue surprises of 0.00% and -0.91%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Leidos' Q3 Earnings Beat Estimates, Revenues Miss, '26 EPS View Raised

LDOS beats Q3 earnings estimates by 19.1% but misses revenue forecasts, raising its 2026 EPS and cash flow guidance while cutting sales outlook.

Innodata vs. Accenture: Which AI Stock Has More Growth Potential?

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ServiceNow (NOW) Lags Q3 Earnings Estimates

ServiceNow (NOW) delivered earnings and revenue surprises of -1.96% and +0.46%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

For FY2026, EPAM expects revenue growth of 3.5% to 3.7%, GAAP and non-GAAP operating margins of 10.7% to 10.9% and 15.9% to 16.1%, and diluted EPS of $8.41 to $8.49 and $13.23 to $13.31, respectively.

EPAMs Q4 2026 revenue outlook spans a year-over-year change of (0.2)% to 0.9%; several industry verticals declined, and nine-month operating cash flow was lower than in 2025.

EPAM expanded GAAP and non-GAAP operating margins year over year, launched Frontier AI Services while scaling strategic partnerships, and committed to return at least 50% of free cash flow annually during 20272029.

EPAM Systems, Inc. engages in the provision of digital engineering, cloud, and artificial intelligence-enabled transformation services. The firm combines software engineering with customer experience design, business consulting, strategy, and technology innovation services in areas such as cloud platforms, cybersecurity, and artificial intelligence. It operates through the North America and Europe geographical segments. The company was founded by Leonid Lozner and Arkadiy Dobkin in 1993 and is headquartered in Newtown, PA.

EPAM Systems Inc

EPAM Systems Stock Plunges After Weak Guidance Overshadows Earnings Beat, Denting Retail Optimism

Equity

Bearish Sentiment

EPAM Systems Inc. (EPAM) shares tumbled by more than 13% in afternoon trade on Thursday after the IT services provider reported fourth-quarter results above market estimates but issued an earnings outlook below the Street’s expectations.According to Koyfin, the company reported earnings of $2.84 per share for the quarter, beating analysts’ estimates of $2.75.&nbsp;Revenue rose 7.9% year-over-year to $1.25 billion, slightly above Wall Street’s projection of $1.21 billion.However, the company forecasts first-quarter (Q1) earnings per share to be between $2.22 and $2.32, falling short of analysts' expectations of $2.59.&nbsp;Revenue is projected to be between $1.28 billion and $1.29 billion, marking a 10% year-over-year increase at the midpoint, roughly in line with estimates.For fiscal 2025, EPAM anticipates earnings per share in the range of $10.45 to $10.75, below analysts’ consensus of $11.32.&nbsp;The weaker outlook raised concerns about the company's growth trajectory, particularly as macroeconomic uncertainty weighed on the IT services sector.<figure class="image"><img style="aspect-ratio:1299/300;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_02_20_125504_8ecb516ded.png" alt="Screenshot 2025-02-20 125504.png" width="1299" height="300"><figcaption>EPAM Systems Sentiment and Message Volume on Feb.20 as of 12:55 p.m. ET | Source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment around the shares sipped into the ‘neutral’ (53/100) territory from ‘bullish’ a day ago, as chatter increased to ‘high’ levels.&nbsp;Some users remained cautiously optimistic, arguing that EPAM’s guidance was conservative given its expanding contract base.<stembedurl>https://stocktwits.com/RugRatStonker/message/604989221</stembedurl>Others were more skeptical.<stembedurl>https://stocktwits.com/Outslickd/message/604998788</stembedurl><a href="https://stocktwits.com/symbol/EPAM">EPAM shares </a>have fallen 27% over the past year, with losses totaling 5% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/first-majestic-silver-stock-jumps-record-free-cash-flow-q4-2024-earnings/ch5HQmQRD2">First Majestic Silver Stock Jumps On Record Free Cash Flow, Q4 Revenue Beat– But Retail Wants More</a>

Epam logo is seen on the office building in Krakow, Poland on April 8, 2022. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

For fiscal 2025, EPAM anticipates earnings per share in the range of $10.45 to $10.75, below analysts’ consensus of $11.32. 

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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$EPAM mixed Shelf offering was filed last evening. It looks like there is a secondary underway. All the brokers are going to raise their estimate to try and get to be the underwriter for this.

Gil Avidar

$EPAM Q3 '26 Earnings Results & Recap

For FY2026, EPAM expects revenue growth of 3.5% to 3.7%, GAAP and non-GAAP operating margins of 10.7% to 10.9% and 15.9% to 16.1%, and diluted EPS of $8.41 to $8.49 and $13.23 to $13.31, respectively.

Stocktwits Earnings

$EPAM selling digital transformation hours in an ai boom cuts both ways. seems like clients buying ai to cut vendors start with the vendors billing by the hour, and that math is not subtle

Clam Clamwell

$EPAM outsourced coding bills by the engineer hour. seems like if ai tools really cut coding time, the customer asks why the hour bill stayed the same, and that question spreads fast in a budget cut

$EPAM spent 171 sessions under its 200-day average and closed above it today. The last close above it was Feb 11. The stock scores a 5 at the moment, Below Average, and it's #149 of 280 in its industry.

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