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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is caught in a broad semiconductor selloff as traders worry that election results could bring tighter scrutiny or delays for data-center construction, slowing AI infrastructure spending and future memory demand. The community is split between fears that the AI trade and memory cycle are rolling over and views that the selloff overstates the risk because data-center projects and AI demand could continue elsewhere.

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

NVIDIAs selloff is tied to traders concerns that the Democratic sweep could bring tighter AI and data-center rules, delaying projects and weighing on chip demand. The community is divided between fears of an AI-capex slowdown and a broader bubble unwind, and bulls who view the decline as an overreaction and point to ongoing AI demand.

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. 

A post-election selloff has focused attention on fears that Democratic-led restrictions or local opposition could slow U.S. data-center construction and weigh on AI infrastructure stocks. Bulls argue Nebiuss international footprint and lack of Texas data centers limit its exposure, while bears point to permitting and buildout risks across the neocloud sector.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Concerns that election results could bring tighter oversight or delays for data-center construction are weighing on SanDisk and other AI-linked memory stocks, as investors question the pace of infrastructure spending. Traders are split between viewing the selloff as an overreaction to political uncertainty and warning that slower buildouts could undermine future memory demand.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

A stronger-than-expected quarterly report, upbeat forward guidance, and expanded share-repurchase authorization sparked a sharp rebound after a steep decline. Many traders welcomed the results and anticipated further gains, while others cautioned that the rally could fade and questioned whether growth can hold up amid rising AI costs and a slower growth outlook.

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

A strong earnings beat and raised revenue outlook have failed to prevent a sharp post-report selloff, leaving traders divided between those focused on AI-driven growth and low valuation and those concerned about margin pressure and reliance on one large customer. Some also blame election-related uncertainty over data-center expansion, while others view the decline as an overreaction.

Roundhill ETF Trust - Roundhill Memory ETF

A sharp selloff in memory and semiconductor shares has traders debating whether AI-spending concerns and fears of a cyclical downturn or added supply from China threaten the memory boom. Some see more downside, while others are buying the dip on expectations that AI demand and tight memory supply will persist.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells proposed all-stock acquisition of Lumentum is dominating discussion amid the sharp selloff, with traders worried about dilution, the deals price and execution risks, and uncertainty before closing. Some see strategic potential in combining chips and optical components for AI data centers and view the drop as overdone, while broader concerns about AI infrastructure spending add pressure.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Gold is rallying alongside silver after the U.S. midterm results, with traders pointing to a weaker dollar and lower Treasury yields as support for precious metals. The community is broadly bullish on the move but some traders question whether it will hold, citing volatile price action and nearby technical resistance.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

Fears that election results could bring tighter data-center permitting, particularly in Texas, are weighing on IREN and the broader AI infrastructure trade; traders disagree over whether existing powered sites could instead benefit from limits on new competition. Earnings uncertainty and reported Microsoft-related project delays add to the concern, while bulls are looking for updates on delivery timelines and capacity.

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First Watch Restaurant Group: 3 Key Takeaways for Long-Term Investors

Key PointsFirst Watch raised its long-term annual adjusted EBITDA target above 15...

First Watch Restaurant Group, Inc. (FWRG) Q3 Earnings Surpass Estimates

First Watch Restaurant Group (FWRG) delivered earnings and revenue surprises of +166.67% and -0.21%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Wingstop (WING) Surpasses Q3 Earnings Estimates

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12 Consumer Discretionary Stocks Moving In Friday's After-Market Session

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First Watch Restaurant Gr Reports Q2 2026 Results: Full Earnings Call Transcript

First Watch Restaurant Gr (NASDAQ:FWRG) released second-quarter financial results and hosted an earnings call on Tuesday. Read the complete transcript below.
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Although the revenue and EPS for First Watch Restaurant Group (FWRG) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

First Watch Restaurant Group, Inc. (FWRG) Lags Q2 Earnings Estimates

First Watch Restaurant Group (FWRG) delivered earnings and revenue surprises of -33.33% and +1.04%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

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Yum (YUM) delivered earnings and revenue surprises of +1.89% and -0.55%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

$FWRG Q3 &#39;26 Earnings Results &amp; Recap

First Watch expects annual same-restaurant sales growth of approximately 2.0%, full-year commodity inflation to be approximately flat, restaurant-level wage inflation of approximately 4.0%, and 2026 capital expenditures of approximately $145M.

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First Watch Restaurant Group Inc

 Q3 '26 Earnings Results & Recap

First Watch expects annual same-restaurant sales growth of approximately 2.0%, full-year commodity inflation to be approximately flat, restaurant-level wage inflation of approximately 4.0%, and 2026 capital expenditures of approximately $145M.

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Stocktwits Earnings

First Watch expects annual same-restaurant sales growth of approximately 2.0%, full-year commodity inflation to be approximately flat, restaurant-level wage inflation of approximately 4.0%, and 2026 capital expenditures of approximately $145M.

First Watch reported negative same-restaurant traffic alongside 1.0% same-restaurant sales growth; restaurant level operating profit margin decreased, and its system-wide restaurant base is geographically concentrated in the southeast.

First Watch expanded to 681 restaurants after 16 Q3 openings, while Q3 revenues and system-wide sales rose; Adjusted EBITDA and net income also increased year over year.

First Watch Restaurant Group, Inc. owns and operates restaurants. It provides breakfast, brunch and lunch with alcohol and cocktails. The company was founded by John Sullivan in 1983 and is headquartered in Bradenton, FL.

First Watch Stock In Focus After Bid To Add 16 East Coast Restaurants: Retail Sentiment Brightens

Equity

Bullish Sentiment

Shares of First Watch Restaurant Group Inc. ($FWRG) were in focus on Monday morning after the daytime dining chain announced it will buy 15 of its franchise-owned restaurants, lifting retail sentiment.The company plans to pay $49 million for the deal, funded through a combination of cash-on-hand and available borrowings under a credit facility, according to a company statement. The deal is expected to close by mid-April 2025 pending customary closing conditions.The 16 restaurants in the deal represent a “significant incremental addition” to the 45 total franchised restaurants the company has acquired across six transactions since May 2023.The company also reported its third-quarter earnings last week, posting $25.6 million in adjusted earnings before interest, tax, depreciation, and amortization (EBITDA), up from $21.6 million in the year-ago period. It registered $291.8 million in system-wide sales, up 8% from last year, and $251.6 million in total revenues, up 14%.Retail sentiment on the stock has turned ‘bullish’ (57/100) compared to ‘bearish’ (43/100) a month ago, while the message volumes have remained in the high zone.<figure class="image"><img style="aspect-ratio:1300/290;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_11_11_at_9_41_00_PM_dba1ea76e4.png" alt="Screenshot 2024-11-11 at 9.41.00 PM.png" width="1300" height="290"><figcaption>FWRG sentiment meter and message volumes as of 11:10 am&nbsp;</figcaption></figure>“Strategic acquisitions of franchise-operated restaurants like this one continues to be an important part of our long-term growth and value creation strategy,” Chris Tomasso, First Watch CEO &amp; President, said in a statement. “These 16 restaurants and the corresponding development rights will help solidify corporate ownership of First Watch restaurants along the East Coast – and provide us with additional territories in which to grow organically for years to come.”Bradenton, Fla.-based First Watch boasts on its menu classics such as lemon ricotta pancakes and some new age fare such as “Chickichanga,” and “Morning Meditation.”In a recent earnings <a target="_blank" rel="noopener noreferrer nofollow" href="https://seekingalpha.com/article/4735820-first-watch-restaurant-group-inc-fwrg-q3-2024-earnings-conference-call-transcript">call</a>, Tomasso said the company plans to open 23 new restaurants in the fourth quarter. “With the expectation of increasing the size of the system by 10% or more annually, we're currently shepherding more than 120 projects in our development pipeline, many of which are slated to open in 2025 and 2026,” Tomasso said during the call with analysts.First Watch, which was named the top restaurant brand in Yelp’s inaugural list of the top 50 most-loved brands in the US, currently operates more than 540 restaurants in 29 states.Its stock is up 6.32% year-to-date.For updates and corrections, email newsroom@stocktwits.com&nbsp;

xhe company plans to pay $49 million for the deal} Source: Pixabay

The 16 restaurants in the deal represent a “significant incremental addition” to the 45 total franchised restaurants the company has acquired across six transactions since May 2023.

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$FWRG tried it for the first time over the weekend. Impressed with the quality, taste and service. 💯 Reminds me of how $CBRL used to be years ago.

wofwallst

$FWRG First Watch is growing profitability faster than revenue: revenue +11% Y/Y to $350M, adj. EBITDA +16% to ~$40M with margins up ~50bps, and management raised full-year EBITDA guidance to ~$136M while lowering CapEx.

Sean D. Emory

Ticker SCAG had news today:  
     
Scage Future Enters into Strategic Cooperation Agreement with China Huaye Group     
     
SCAG only 1.3 million shares float - Chinese - On watch. 
    
Also watching^ $FWRG & $CURX

Juan

$FWRG Q3 '26 Earnings Results & Recap

First Watch expects annual same-restaurant sales growth of approximately 2.0%, full-year commodity inflation to be approximately flat, restaurant-level wage inflation of approximately 4.0%, and 2026 capital expenditures of approximately $145M.

$FWRG potential profit taking in these call spreads for $1.12 ahead of earnings tomorrow. Will have to see what OI shows tomorrow. 
 
They've nearly doubled since the 10/13 buyer came in

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