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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

Jensen Huangs immediate resignation as CEO has driven attention to leadership succession and governance uncertainty, with traders debating whether his departure threatens Nvidias execution or leaves its AI business largely intact. The sharp selloff prompted dip-buying and a volatile rebound, while others warned that the transition could weigh on the shares.

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. 

Nebiuss strong quarterly results were overshadowed by a softer 2026 outlook tied to delayed capacity and sharply higher infrastructure spending, prompting concerns about execution, funding and possible dilution. Traders also blame speculation around Nvidia leadership for adding pressure to AI-related stocks, while bulls argue the selloff overlooks customer demand and prepayments.

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

Ondas Q3 results and stronger revenue outlook are driving discussion, with traders highlighting the revenue beat, growing backlog, and earlier expected path to profitability. The market reaction is sharply debated: some see solid growth and guidance, while others focus on weaker margins, ongoing losses and dilution, alongside broader market weakness and short-selling pressure.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

A stronger-than-expected Q3 report, positive free cash flow and a record backlog are driving LUNRs sharp rally, with traders also citing its NASA contract pipeline. Bulls see evidence of improving execution and a shift toward space infrastructure, while skeptics point to ongoing losses and uncertainty around converting backlog into sustained profitability.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,110,893. The last known price of Bitcoin is 73,962.09788083 USD and is up 0.65 over the last 24 hours. It is currently trading on 12778 active market(s) with $24,126,519,221.27 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins sharp selloff and tests of key support dominate discussion, with traders linking the weakness to broader tech-market pressure and macro concerns; some blame Nvidia-related headlines, while others say the connection is overblown. Bulls are buying the dip and calling the market oversold, while bears warn of further declines and question whether Bitcoin can decouple from risk assets.

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

AMD is drawing attention as traders rotate toward it amid reports of leadership turmoil at Nvidia, viewing AMD as a potential beneficiary. Some see an opening for share gains, while skeptics call the move a sympathy trade and argue Nvidias product and software advantagesand broader AI-sector riskslimit any direct benefit.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

Figures Q3 earnings and revenue beat, alongside an expanded share-repurchase authorization, are driving attention. Bulls point to strong growth and the results as support for the long-term story, while bears focus on the stocks struggle to hold its post-earnings gains and cite short pressure.

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

Attention centers on the FDAs November 22 decision on Capricors deramiocel for Duchenne muscular dystrophy, with the application focused on preserving upper-limb function. Traders are divided between optimism about approval and a possible short squeeze, and caution that the decision remains uncertain, especially after the earlier advisory committee vote; some also attribute the sharp swings to profit-taking and broader market weakness.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba shares are under pressure amid concerns that alleged links to Megaspeed, a firm at the center of the Nvidia-Jensen Huang spy controversy, could expose the company to scrutiny or tighter U.S. restrictions on AI-chip access; the reported Alibaba connection remains unconfirmed. Traders debate whether the selloff is an overreaction and a buying opportunity or a sign of greater risks to Alibabas AI and cloud ambitions.

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

Reports of leadership turmoil and allegations involving Nvidia CEO Jensen Huang have fueled a broader AI-stock selloff, with traders saying SMCI is being dragged down because of its close Nvidia ties. The community is divided between dip-buyers pointing to AI demand and new AMD-powered servers, and bears worried about spillover from Nvidia and SMCIs own governance concerns.

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Wall Street Analysts Think Extreme Networks (EXTR) Could Surge 31.37%: Read This Before Placing a Bet

The consensus price target hints at a 31.4% upside potential for Extreme Networks (EXTR). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Extreme Networks Announces Investor Conferences for November and December 2026

Extreme Networks, Inc. (Nasdaq: EXTR), a leader in AI-powered automation for networking, today announced its investor conference schedule for November and December 2026: BMO Technology and Innovation Leaders Conference Stan Kovler, SVP, Finance and Corporate Development New York, NY Thursday...

All You Need to Know About Extreme Networks (EXTR) Rating Upgrade to Strong Buy

Extreme Networks (EXTR) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Extreme Networks (EXTR) Surpasses Q1 Earnings and Revenue Estimates

Extreme Networks (EXTR) delivered earnings and revenue surprises of +17.86% and +0.37%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Extreme Networks Reports First Quarter Fiscal Year 2027 Financial Results

Extreme Networks, Inc. (Extreme) (Nasdaq: EXTR) today released financial results for its first quarter ended September 30, 2026. Extreme delivered its seventh consecutive quarter of double-digit year-over-year growth in Q1. Demand for Extreme Platform ONE continues to accelerate, with strong...

Extreme Previews Industrys First On-Prem Enterprise AI Infrastructure for Networking

Extreme Networks, Inc. (NASDAQ: EXTR) today previewed its roadmap for on-prem enterprise AI. Extreme Exchange zones bring enterprise AI on-premises, allowing customers to choose their level of data sovereignty and control. Enterprises can run the same AI applications locally and in the cloud...

Extreme Agent ONE Coworker Saves Customers 1,000 Hours in First Month of Availability

Extreme Networks, Inc. (NASDAQ: EXTR) today announced strong early momentum with Extreme Agent ONE Coworker, the built-in, ambient, context-aware AI agent for Extreme Platform ONE. In the first month of availability, customers collectively saved an estimated 1,000 hours of troubleshooting, and...

Here's How Much $1000 Invested In Extreme Networks 10 Years Ago Would Be Worth Today

Extreme Networks (NASDAQ:EXTR) has outperformed the market over the past 10 years by 4.67% on an annualized basis producing an average annual return of 18.43%. Currently, Extreme Networks has a market capitalization ofread more...

Extreme Networks Schedules First Quarter 2027 Financial Results Conference Call

Extreme Networks, Inc. (Nasdaq: EXTR), a leader in AI-powered automation for networking, today announced plans to release financial results for its first fiscal quarter 2027, ended September 30, 2026. The company will announce before market open on Wednesday, October 28, 2026, followed by an...

If You Invested $100 In Extreme Networks Stock 15 Years Ago, You Would Have This Much Today

Extreme Networks (NASDAQ:EXTR) has outperformed the market over the past 15 years by 1.69% on an annualized basis producing an average annual return of 15.56%. Currently, Extreme Networks has a market capitalization ofread more...

• Reported GAAP EPS of $0.33 up 50.00% YoY
• Reported revenue of $341.09M up 9.94% YoY
• For Q2 FY'27 ending December 31, 2026, Extreme Networks targets revenue of $345.8M and non-GAAP EPS of $0.32-$0.34; full-year FY'27 revenue is $1.4B and non-GAAP EPS is $1.35-$1.39.

Extreme Networks cites a highly competitive business environment and supply-chain risks, limited end-customer usage and renewal visibility through channel partners, and Q1 FY2027 increases in restructuring charges and interest expense.

Extreme Networks reported double-digit Q1 revenue growth, Platform ONE bookings above 50% of subscription bookings, roughly 10x Agent ONE engagement, and a hospital deployment that cut support tickets by more than 90%.

Extreme Networks, Inc. engages in the development and marketing of network infrastructure equipment and related software. It is involved in the design, development, and manufacture of wired, wireless, and software-defined wide area-network infrastructure equipment, software, and cloud-based network management solutions. The company was founded in May 1996 and is headquartered in Morrisville, NC.

Extreme Networks Inc.

ANET, CLS, EXTR, LITE Stock In Focus — UBS Sees Data Center Investments To Drive Demand, But Supply Constraints Persist

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Bullish Sentiment

<ul class="summary-bullets"><li>Networking and optical equipment providers have seen strong order volumes over the past three months.&nbsp;</li><li>Despite strong demand, longer lead times for key components such as networking chips, CPUs and indium phosphide are expected to slow the industry's ability to meet and ship orders.</li><li>Top AI infrastructure players, including Arista Networks, Celestica, Extreme Networks and Lumentum, remain well-positioned to beat near-term financial estimates.</li></ul>Rapid acceleration in data center infrastructure spending over the last quarter is driving a major wave of demand for technology suppliers, even as persistent supply chain bottlenecks threaten to cap near-term revenue potential.Expanding investments in digital infrastructure have generated strong order volumes and healthy backlogs across the networking and optical equipment sectors, according to a UBS research note published on Seeking Alpha.&nbsp;But lengthening delivery times for critical components, including advanced CPUs, networking silicon and specialized raw materials, are preventing some corporations from fully converting this surging demand into immediate shipments.Despite these fulfillment challenges, industry indicators reveal strong underlying dynamics for market leaders preparing to report quarterly earnings.Arita Networks (ANET) gained 1% and Lumentum Holdings (LITE) jumped 5.5%, while Celestica (CLS) and Extreme Networks (EXTR) slipped about 0.5%.&nbsp;<h2 class="st-heading-2">Networking Giants Maintain Upward Momentum</h2>Arista Networks Inc. stands out as a primary beneficiary of the sector's momentum. Driven by deeper integration with large-scale "hyperscaler" cloud providers and neocloud operators, the company is anticipated to exceed consensus revenue and earnings forecasts.UBS analyst David Vogt projected that building order strength and rising deferred product revenue over the past year could prompt Arista to significantly raise its calendar year 2026 revenue growth guidance, pushing it to 33% from the previously forecast 27.5%.Meanwhile, manufacturing partner Celestica Inc. appears to have successfully resolved past supply disruptions. Channel checks indicate that lingering issues that previously dragged down server and tensor processing unit (TPU) metrics are resolved.Strong appetite for ethernet switches from corporate giants like Amazon (AMZN) and Meta (META) platforms is expected to boost Celestica's quarterly revenue by 3% to 4% above projections, potentially pushing total sales to approximately $4.5 billion, UBS noted.<h2 class="st-heading-2">Wired, Wireless And Optical Segments Also See Strong Demand</h2>Vogt believes that strong demand for Extreme Networks' wired and wireless networking equipment will propel its revenue beyond his initial estimates, potentially reaching the upper limit of the company's guidance at around $335 million during the current quarter.In the optical infrastructure market, Lumentum Holdings Inc. is capitalizing on the broader scale-out of hardware networks. Accelerated volumes of optical circuit switches and growing demand for high-speed transceivers are serving as material tailwinds, Vogt noted.<h2 class="st-heading-2">ANET, CLS, EXTR, LITE: Retail View&nbsp;</h2>Retail sentiment on Stocktwits on ANET stock was ‘extremely bullish’ and was ‘bullish’ for EXTR and LITE stock, while retail investors were ‘bearish’ on CLS.&nbsp;<a href="https://stocktwits.com/symbol/ANET">ANET stock</a> has jumped 39%, <a href="https://stocktwits.com/symbol/LITE">LITE</a> soared 120%, <a href="https://stocktwits.com/symbol/CLS">CLS</a> gained 16% and <a href="https://stocktwits.com/symbol/EXTR">EXTR</a> rose 94% year-to-date.&nbsp;&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

A close-up of AI cloud data center racks with servers, cables, and blinking lights. (Photo by Joan Cros/NurPhoto via Getty Images)

Rapid acceleration in data center infrastructure spending over the last quarter is driving a major wave of demand for technology suppliers, even as persistent supply chain bottlenecks threaten to cap near-term revenue potential.

A UBS research note indicates that while skyrocketing investments in data center infrastructure are fueling strong order backlogs for major tech hardware suppliers, persistent component shortages could limit immediate revenue recognition.

Amazon.com Inc

Arista Networks Inc

Celestica, Inc.

Lumentum Holdings Inc

Hold rates steady

Cut 25 bps

Hike 25 bps

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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '27	--	$0.32	--	N/A
Q2 '27	$0.33	--	--	N/A
Q1 '27	$0.28	$0.33	18.79%	BEAT
Q4 '26	$0.29	$0.32	10.36%	BEAT
Q3 '26	$0.24	$0.26	9.55%	BEAT

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EXTR Earnings

Latest Earnings Results: Q2 '27

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