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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 remove Jensen Huang amid allegations of workplace relationships and scrutiny over his alleged links to a suspected Chinese intelligence operative are driving attention. Traders disagree on the business impact: some fear leadership, governance, and security uncertainty, while others view the controversy as separate from Nvidias fundamentals and are treating the selloff as a buying 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 widely attributed to traders rotating from Nvidia amid reports that its board may consider ousting CEO Jensen Huang, though some argue a leadership scandal does not change AMDs competitive position and question the sharp move. A broader rebound in AI and semiconductor stocks, supported by CoreWeaves outlook, also features in the discussion.

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. 

CoreWeaves strong results and outlook lifted sentiment across AI-cloud providers, with traders treating the report as evidence of resilient demand and improved financing prospects for the neocloud sector ahead of Nebiuss Q3 results. The rally has fueled bullish expectations, but others warn that optimism may already be priced in and are focused on Nebiuss capacity expansion, funding needs, and ability to sustain demand.

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.

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.

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 AI servers powered by AMDs latest EPYC processors are drawing attention as traders see a step toward diversifying beyond Nvidia and serving continued AI-infrastructure demand. The community is upbeat about the launch and recent rebound, but skeptics question whether gains will hold given SMCIs volatility and sensitivity to Nvidia and broader AI-sector moves.

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

Broadcom is rising with semiconductor peers as CoreWeaves stronger outlook renewed confidence in AI infrastructure spending, while traders also see Nvidia CEO controversy prompting a rotation toward rivals such as AVGO. Some remain wary that a sector bounce does not resolve Broadcoms exposure to hyperscaler capex and concentrated custom-chip customers.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Reports that Nvidias board may consider removing Jensen Huang amid allegations of workplace relationships and security concerns dominate discussion, with traders debating whether leadership uncertainty at a major tech holding could weigh on QQQ. Some fear broader weakness in AI and tech, while others call the reaction an overreaction and point to CoreWeaves upbeat outlook and the market rebound as counterweights.

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

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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

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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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