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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 involving workplace relationships and suspected Chinese intelligence links have dominated discussion, with traders debating leadership and governance risks while others dismiss the reports as unconfirmed and view the selloff as a buying opportunity. The boards reported deliberations and possible congressional scrutiny have intensified uncertainty around Huangs future, though no removal is confirmed.

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

Reports that Nvidias board may oust Jensen Huang amid misconduct and national-security scrutiny have fueled bets that customers and capital could shift toward AMD. Traders are divided over whether the move signals lasting market-share gains or is a sentiment-driven rally, arguing Nvidias leadership turmoil does not by itself change chip competitiveness.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Reports and speculation that Nvidias board may oust CEO Jensen Huang are driving attention, with traders debating whether the controversy and related selloff are a buying opportunity or a sign of further downside. Many are buying the dip in NVDL ahead of Nvidia earnings, while noting that the ETFs 2 daily exposure can magnify moves in either direction.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

AMATs upcoming quarterly earnings report has traders focused on equipment orders and guidance as a read-through on whether AI-driven fab spending is holding up. The community is split between optimism about chipmaking demand and concern that capex could slow, with recent price strength prompting both rebound hopes and caution about the outlook.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Ciscos upcoming earnings report has traders focused on whether AI infrastructure orders will translate into durable revenue and cash flow, or reflect hyperscalers potentially lumpy data-center spending. Optimists point to strong networking demand, while skeptics highlight margin and inventory risks and question whether the order momentum is sustainable.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUMs quarterly results highlighted rapid growth in its Quake AI infrastructure business and a first positive adjusted EBITDA quarter, fueling a sharp rally. Traders are debating whether high short interest could amplify the move, while others point to the softer next-quarter outlook and uncertainty around financing further data-center expansion.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Strong Q3 growth led by Recorlev and raised revenue expectations, including an accelerated long-term sales outlook, are driving bullish discussion around Xeriss earnings-based rerating. Some traders also speculate about a buyout, but that remains unconfirmed, while others warn the sharp rally could pull back.

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

Capricors rally is centered on the FDAs November 22 decision on deramiocel for Duchenne muscular dystrophy, with managements confidence in the trial data and comments about possible labeling fueling optimism. Traders are also discussing analyst upgrades and a potential short squeeze, while others stress that approval remains uncertain given prior FDA concerns and the binary nature of the decision.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

SMHs rebound is drawing attention as traders point to CoreWeaves upbeat outlook as support for AI-chip demand, while reported uncertainty around Nvidia CEO Jensen Huang and doubts about debt-funded AI spending keep some traders cautious. Others see the move as a buying opportunity, with chip stocks rebounding despite Nvidia-specific pressure.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

China-related security allegations and congressional scrutiny are a major focus, with traders debating whether the resulting pressure is overdone or signals lasting risk. Attention is also building around Webulls upcoming quarterly results: bulls cite growth and profitability and expect a recovery, while skeptics point to weak trading and persistent selling.

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Freshpet: 3 Key Takeaways for Long-Term Investors

Key PointsFreshpet reached an adjusted gross margin of 50% in Q3 2026...

Freshpet (FRPT) Beats Q3 Earnings and Revenue Estimates

Freshpet (FRPT) delivered earnings and revenue surprises of +65.71% and +2.06%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Freshpet (FRPT) Increases Despite Market Slip: Here's What You Need to Know

Freshpet (FRPT) reached $66.12 at the closing of the latest trading day, reflecting a +1.63% change compared to its last close.

US Foods (USFD) Earnings Expected to Grow: Should You Buy?

US Foods (USFD) 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.

Darling Ingredients (DAR) Q3 Earnings and Revenues Surpass Estimates

Darling (DAR) delivered earnings and revenue surprises of +1.83% and +0.13%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Earnings Preview: Freshpet (FRPT) Q3 Earnings Expected to Decline

Freshpet (FRPT) 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.

Altria Q3 Earnings on the Horizon: Essential Insights for Investors

MO's third-quarter results are likely to show sales and earnings growth as pricing and nicotine pouch momentum offset lower cigarette volumes.

Freshpet (FRPT) Declines More Than Market: Some Information for Investors

Freshpet (FRPT) closed at $64.12 in the latest trading session, marking a -4.3% move from the prior day.

Medifast Q3 Earnings on the Horizon: Key Insights for Investors

MED's Q3 results are likely to face pressure from GLP-1 adoption, shrinking coach numbers and lower sales, while strategic initiatives may offer some support.

Wall Street Analysts Predict a 31.35% Upside in Freshpet (FRPT): Here's  What You Should Know

The average of price targets set by Wall Street analysts indicates a potential upside of 31.4% in Freshpet (FRPT). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Freshpet raised and narrowed full-year 2026 guidance: net sales growth 12% to 13%, $215T, positive Free Cash Flow, and $125T.

Freshpet's SG&A increased as a percentage of sales with higher logistics costs and variable compensation; $29.7M $101.7M, while disclosed risks include competitive products and economic uncertainty.

Freshpet reported 10.0% sales growth primarily from volume gains and continued market-share growth, alongside higher gross margin and improved leverage on plant expenses, reduced quality costs and lower input costs.

Freshpet, Inc. engages in the manufacturing, marketing, and distribution of pet food and pet treats for dogs and cats. Its products are blends of fresh meats, vegetables, and fruits farmed locally and made at Freshpet kitchens. Its products include Deli Fresh Grain Free Chicken Recipe for Dogs, Joy Turkey and Apple Bites Treats, Nature's Fresh Grain Free Chicken Recipe for Cats, and Vital Grain Free Chicken and Ocean Whitefish Recipe for Cats. The company was founded by Scott Morris and Cathal Walsh in November 2004 and is headquartered in Bedminster, NJ.

Freshpet Inc

Booz Allen, FreshPet, Rocket Pharma Downgraded, While Vail Resorts And FICO Get An Upgrade – Top Wall Street Analyst Calls Today

Equity

Neutral Sentiment

Wall Street analysts issued a fresh round of ratings changes on Wednesday, including notable upgrades for State Street (STT) and FICO (FICO) and downgrades for Booz Allen (BAH) and Rocket Pharmaceuticals (RCKT), according to TheFly.Top 3 Upgrades:State Street received an upgrade from Truist, raising the stock to ‘Buy’ from ‘Hold’ and increasing its price target to $112 from $85. The brokerage sees the company as the biggest beneficiary among trust banks from the recent equity market rebound.<a href="https://stocktwits.com/symbol/STT">State Street’s stock</a> was up 0.71% in morning trade on Wednesday.JPMorgan upgraded Vail Resorts’ (MTN) shares to ‘Neutral’ from ‘Underweight,’ keeping the $167 target, citing improved risk-reward at current levels.&nbsp;The upgrade comes after the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/vail-resorts-brings-back-longtime-ceo-rob-katz/ch0odyHRbrF">announced</a> on Tuesday that Rob Katz will return as CEO, effective immediately, replacing Kirsten Lynch, who has served as chief executive for three years.<a href="https://stocktwits.com/symbol/MTN">Vail Resorts’ stock</a> rocketed 14.44% in morning trade on Wednesday.Baird shifted its outlook on FICO’s shares to a more bullish stance, raising the stock to ‘Outperform’ from ‘Neutral’ but with a lower price target of $1,900, down from $2,021. The brokerage said the stock’s recent sell-off, tied to regulatory risk, creates upside potential.<a href="https://stocktwits.com/symbol/FICO">Fico’s stock</a> traded up 6.3%&nbsp;on Wednesday morning.Top 3 Downgrades:Goldman Sachs cut its&nbsp;rating on Booz Allen’s stock to ‘Sell’ from ‘Neutral,’ trimming the price target to $94 from $108, citing limited medium-term growth and downside valuation risk.<a href="https://stocktwits.com/symbol/BAH">Booz Allen’s stock</a> fell 2.24% in morning trade on Wednesday.Meanwhile, TD Cowen downgraded Freshpet (FRPT) shares to ‘Hold’ from ‘Buy’, maintaining a price target of $96. The brokerage said slowing retail sales growth triggered the call.<a href="https://stocktwits.com/symbol/FRPT">Freshpet’s stock</a> was down 4.18%&nbsp;on Wednesday morning.&nbsp;Jefferies slashed its rating on Rocket Pharmaceuticals stock to ‘Hold’ from ‘Buy’ and the price target to $2.50 from $29, citing an FDA&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rckt-stock-downgraded-after-patient-death-but-retail-bullish/ch0oee8RbrA">clinical hold</a> on a key gene therapy trial.&nbsp;<a href="https://stocktwits.com/symbol/RCKT">Rocket Pharmaceutical’s</a> stock was up 3.6% at the start of Wednesday’s session despite the bearish outlook.The broader market traded in the red as investors watched for Nvidia’s (NVDA) earnings after the closing bell. The SPDR&nbsp;<a href="https://stocktwits.com/symbol/SPY">S&amp;P 500</a> ETF Trust (SPY) fell 0.14%, and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ</a> Trust (QQQ), which tracks the Nasdaq 100, edged 0.04% lower. The SPDR&nbsp;<a href="https://stocktwits.com/symbol/DIA">Dow Jones Industrial Average</a> ETF (DIA) was down 0.1%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/game-stop-stock-climbs-after-first-ever-bitcoin-buy-worth-half-a-billion/ch0oSz2RbsX">GameStop Stock Declines After First-Ever Bitcoin Buy Worth Half A Billion</a>

The Wall Street Bull statue in Manhattan. (Photo by Erik McGregor/LightRocket via Getty Images)

State Street received an upgrade from Truist, raising the stock to ‘Buy’ from ‘Hold’ and increasing its price target to $112 from $85.

Booz Allen Hamilton Holding Corp

Fair, Isaac Corp.

Vail Resorts Inc.

Rocket Pharmaceuticals Inc

State Street Corp.

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 '26	$0.50	--	--	N/A
Q3 '26	$0.39	$0.77	99.89%	BEAT
Q2 '26	$0.22	$0.42	95.55%	BEAT
Q1 '26	$0.08	-$0.03	-143.97%	MISSED
Q4 '25	$0.38	$0.64	68.45%	BEAT

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Latest Earnings Results: Q3 '26

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