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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFis quarterly results beat expectations, with raised full-year guidance and a new 2027 outlook drawing bullish reactions. Traders remain divided over whether the strong report can sustain a rebound or whether the stock will repeat its pattern of fading after earnings.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPals quarterly results and raised full-year earnings outlook are driving attention: traders point to earnings and operating-income beats, while revenue and payment volume fell short of estimates. The stocks decline despite the guidance raise has left the community divided between optimism about the results and frustration over weak growth and the muted market reaction.

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

Broadcoms $63 billion financing arrangement to supply AI chips and networking equipment to Anthropic is driving attention, with traders viewing it as a sign of future demand. Others question the financing and residual-value risks, and argue the news has not resolved the stocks relative weakness.

United Parcel Service, Inc. is a package delivery company, which engages in the provision of global supply chain management solutions. It operates through the following segments: U.S. Domestic Package and International Package. The U.S. Domestic Package segment includes time-definite delivery of letters, documents, and packages. The International Package segment focuses on delivery and shipments in Europe, Asia, the Indian sub-continent, the Middle East, Africa, Canada, and Latin America. The company was founded by James E. Casey and Claude Ryan on August 28, 1907 and is headquartered in Atlanta, GA.

United Parcel Service, Inc. - Ordinary Shares - Class B

United Parcel Service, Inc.

UPS is drawing attention after third-quarter results beat expectations and management raised its full-year outlook, though traders are debating the muted share-price reaction. Bulls point to a shift toward higher-margin shipments and network efficiencies, while skeptics question whether margins and peak-season execution can sustain the improvement as Amazon volume declines.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Cornings quarterly results modestly topped expectations, while its outlook pointed to continued growth, drawing attention ahead of the earnings reaction. Traders are split on whether the beat and guidance can overcome caution about the stocks history of post-earnings declines and whether strong results were already priced in.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celesticas stronger-than-expected quarterly results and upbeat 2027 outlook, supported by demand for AI data-center infrastructure, drove the dominant discussion and a sharp post-report rebound after a steep selloff. Traders are divided on whether the growth outlook supports the valuation, citing concerns about margins, cash flow and customer concentration alongside optimism about sustained AI spending.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Attention centers on the anticipated final analysis of SELLASs Phase 3 REGAL trial of GPS in AML, which is triggered at 80 events; traders are focused on when the milestone and topline results will be disclosed, with ASH as a possible venue for an update. Bulls interpret the prolonged wait as a sign patients may be living longer and speculate about a favorable readout or a buyout, while bears say the delay and company silence raise concerns about the trial and its results.

Royal Caribbean Group is a cruise company, which engages in the ownership and operation of the following global cruise brands: Royal Caribbean International, Celebrity Cruises, and Silversea Cruises. The firm also holds interest in TUI Cruises GmbH, which operates the German brands TUI Cruises and Hapag-Lloyd Cruises. The company was founded by Arne Wilhelmsen in 1968 and is headquartered in Miami, FL.

Royal Caribbean Group

Royal Caribbeans Q3 earnings beat and higher full-year guidance drew attention, while a softer-than-expected Q4 outlook and expenses shifting into the next quarter prompted questions about the durability of the beat. Traders are weighing strong demand and bookings against near-term guidance concerns and debt risks.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPY is drawing attention after a broad-market bounce, with traders linking the move to optimism around possible Iran de-escalation and strength in AI and semiconductor shares, while watching the Fed and major tech earnings. The reaction is divided: some expect the rally to continue, while others see a fragile, headline-driven bounce and anticipate a fade.

Whirlpool Corp. engages in the manufacturing and marketing of home appliances. Its products include home laundry appliances, refrigerators and freezers, cooking appliances, home dishwashers, and room air-conditioning equipment, mixers, and portable household appliances. The firm's brands include Whirlpool, KitchenAid, Maytag, Consul, Brastemp, Amana, Bauknecht, JennAir, and Indesit. It operates through the following geographical segments: Major Domestic Appliances (MDA) North America, Major Domestic Appliances (MDA) Latin America, Small Domestic Appliances (SDA) Global, and Others. The company was founded by Emory Upton, Fred Upton, and Louis C. Upton on November 11, 1911 and is headquartered in Benton Harbor, MI.

Whirlpool Corp.

Whirlpools weaker-than-expected Q3 results and another cut to its 2026 outlook, now calling for an adjusted loss, are driving the discussion. Traders are largely concerned about continued declines, weak demand and debt, while some see the selloff as a potential bottom and hope managements conference-call comments offer reassurance.

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HPE vs. AGYS: Which Stock Is the Better Value Option?

Here's Why Hewlett Packard Enterprise (HPE) is a Strong Value Stock

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

NVDA Logs Best Day In Over A Month: Burry Spotlights Partnership Blitz — Analyst Calls Full-Stack Strategy ‘Underappreciated’

Equity

Gene Munster sees AI agents driving token demand and physical AI eventually contributing a third of Nvidia’s revenue.

SMCI Teams Up With Nokia, Nvidia To Bring AI Computing To 5G Networks — Eyes AI-Native 6G Expansion

The announcement follows Supermicro's preliminary fiscal first-quarter update, which raised its revenue outlook to as much as $19.5 billion on stronger AI platform demand.

HPE Teams With NVIDIA to Advance Secure Agentic AI Across Enterprises and Industrial Environments

NVIDIA GTC Berlin 2026-- HPE (NYSE: HPE) today announced new innovations across the HPE AI Factory with NVIDIA portfolio that help enterprises securely deploy and operate increasingly autonomous AI across hybrid and sovereign environments. HPE AI Factory with NVIDIA brings together models...

HPE Spaceborne Computer to Power High Performance Computing and AI on the Moon

HPE today announced HPE Spaceborne Computer-4, an advanced compute module built for space environments, plans to power artificial intelligence (AI) and the first high performance computing (HPC) benchmarks on the surface of the Moon1. The system will deploy on Astrolabs FLIP rover for an upcoming...

Looking for Stocks with Positive Earnings Momentum? Check Out These 2 Computer and Technology Names

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

HPE and Miami HEAT transform Kaseya Center fan experience with AI-native wireless connectivity powered by an HPE Self-Driving Network

HPE (NYSE: HPE) and the Miami HEAT today announced a network modernization project at Kaseya Center designed to enhance connectivity and create a more intelligent, resilient digital foundation for fans, staff and venue operations. This connectivity refresh is part of a series of updates being made...

4 Stocks Trading Near 52-Week High With Room to Rise Further

Investors target stocks that have been on a bullish run. Stocks like HPE, ARW, KSS and GCT are seeing price strength, and the momentum is likely to continue.

HPE, DELL, NTAP Stocks Downgraded, Barclays Sees No ‘Meaningful AI Inflection’ 

Barclays downgraded Dell Technologies, Hewlett Packard Enterprise and NetApp to ‘Equal Weight’ from ‘Overweight’.


Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

Extremely Bearish Sentiment

<ul class="summary-bullets"><li>Michael Burry spotlighted Nvidia’s partnership blitz, including Google Cloud’s plans to scale infrastructure to as many as 960,000 Rubin GPUs.</li><li>Munster called Nvidia’s full-stack strategy underappreciated, citing higher switching costs and recurring upgrade cycles.</li><li>Nvidia’s DSX Pod could shorten deployment from four to five months to about one month, reducing idle computing capacity.</li></ul>Shares of Nvidia Corp. (NVDA) logged their best day in over a month on Wednesday as “The Big Short” investor Michael Burry spotlighted a wave of partnership announcements and analyst Gene Munster argued that investors still underappreciated the company’s full-stack AI strategy.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> closed nearly 3% higher at $221.97 after a string of announcements at GTC Berlin, before slipping about 1.6% overnight early on Thursday.<h2 class="st-heading-2">Michael Burry Flags Major Partnership Blitz</h2>“Massive Partnership news day for NVDA,” Burry said in a subscriber chat on Cassandra Unchained.&nbsp;Google Cloud plans to launch general availability of its Vera Rubin-powered A5X instances in November, with European expansion planned. Its infrastructure could eventually scale to 960,000 Rubin GPUs across multiple sites.Dell’s AI Factory with Nvidia now serves more than 6,500 customers, up from 5,000 last quarter. HPE expanded its enterprise AI offerings, while Nutanix and Netris announced infrastructure work for AI cloud providers. Meanwhile, CrowdStrike is integrating Falcon Guardian with Nvidia OpenShell and plans to add Sentry integration on BlueField-4 processors to enforce security policies in hardware.Quantum X Labs reported improved error-correction results using Nvidia’s CUDA-Q software. Nvidia is also in talks about further investment in GPU cloud provider Firmus, The Information&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/nvidia-moves-back-gpu-cloud-provider-firmus-investors-balk-ipo">reported</a>.<h2 class="st-heading-2">Beyond GPUs: Munster Sees A Lasting Advantage</h2>Deepwater Asset Management managing partner Gene Munster said Nvidia’s integrated platform creates a lasting business advantage. “Software + libraries + hardware form a full stack that raises switching costs and supports recurring upgrade cycles,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112837788009685200">said on X</a>, calling the strategy “Still underappreciated by investors.”CEO Jensen Huang echoed the message: “NVIDIA today is really a full stack, end-to-end, complete AI factory platform.”Huang said Nvidia had invested nearly $10 billion in Europe over the past year and established more than 12,000 partnerships across the region. Vera Rubin is in full production, he said, claiming 30 times Blackwell’s performance in large language model processing.<h2 class="st-heading-2">DSX Pod Promises Faster AI Deployment</h2>Nvidia’s factory-assembled DSX Pod integrates computing, networking and cooling. Huang said it could cut the time from equipment arrival to token production from four to five months to about one month. “The wasted idle compute, the wasted idle CapEx will reduce, and everybody becomes more profitable,” he said.Vertiv said its Nvidia DSX-based approach could produce up to 30% more cumulative tokens in the first 12 months from project kickoff under modeled assumptions, using the same installed capacity. Polar Data Centers is applying the approach to a 41-megawatt development phase in Norway.<h2 class="st-heading-2">AI Agents Send GPU Demand ‘Through The Roof’</h2>“Agents think, reason, iterate, use tools, and as a result, consume an enormous amount of tokens,” Huang said. “GPU demand has really gone through the roof.”Munster sees the trend sustaining computing demand. “Agents can consume 10-15x the tokens of a chatbot. Today roughly 15m consumers use bots daily. In a few years that could be billions,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112843978642956740">said</a>.Nvidia’s OpenShell controls agents’ access to files, networks and tools, with Sentry adding hardware-based monitoring. “I'm delighted to say that Anthropic and NVIDIA are partnering to create Claude OpenShell agents,” Huang said. He also expects software suppliers to become agent providers. Munster was more selective,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112849895405023531">saying</a> that Salesforce and Adobe could struggle while security and data-monitoring companies benefit from increased activity and complexity.<h2 class="st-heading-2">Physical AI Offers Nvidia Its Next Growth Engine</h2>Huang announced Hyperion-compatible vehicles from Volkswagen, JLR, Volvo and Mercedes. Munster estimated that physical AI could eventually contribute a third of Nvidia’s revenue, versus less than 5% today. Still, he cautioned that automakers face substantial development work. “Hyperion helps traditional automakers build autonomy, but it’s not a turnkey solution, they still lack the data and model,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112853017217151110">said</a>.Nvidia also introduced the Agile ONE reference robot with Agile Robots, expected in the first quarter of 2027, and RTX Spark, developed through a four-year Microsoft partnership. Huang said RTX Spark offers one petaflop of computing performance and 128 gigabytes of memory for local AI development.The keynote included no new financial metrics or guidance, Munster&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112872417068564514">noted</a>. Instead, he highlighted SpaceX’s spending plans ahead of Nvidia’s next earnings report. “Last night’s $SPCX December quarter capex guide of $35-40B (street was at $19B) is a positive read-through for what we should hear from Nvidia on the earnings call in about a month,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112872417068564514">said</a>.<h2 class="st-heading-2">How Do Retail Traders Feel About NVDA?</h2>On Stocktwits, retail sentiment for NVDA slipped to ‘neutral’ from ‘bullish’ levels a day ago amid ‘normal’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/nvda_ss_675347d308.png" alt="nvda ss.png" width="632" height="336"><figcaption>NVDA sentiment and message volume as of October 22 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/Horseblushew/message/667075014">said</a>, “$NVDA you guys remember when $230 was ”rock solid support”??&nbsp; sorta shows ya how little you actually know.”<stembedurl>https://stocktwits.com/Horseblushew/message/667075014</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/jimandjr/message/667040283">said</a>, “$NVDA DSX Pods are a real game changer. Plug and play.”<stembedurl>https://stocktwits.com/jimandjr/message/667040283</stembedurl>NVDA stock has risen 19% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spcx-stock-analyst-investors-wait-decades-justify-valuation/cZxvUQLRBwa">SPCX Stock Eyes Best Week In Nearly 3 Months — But Analyst Warns Investors May Have To ‘Wait Decades’ To Justify Its Valuation&nbsp;</a>

Nvidia Unveils Robot Training Tech, New Gaming Chips, and Toyota Deal

Adobe Inc

Salesforce Inc

Crowdstrike Holdings Inc

Dell Technologies Inc

Alphabet Inc - Ordinary Shares - Class C

Alphabet Inc Class A

Microsoft Corp

Nutanix Inc

Quantum X Labs Inc.

Direxion Daily Semiconductor Bull 3X Shares

Direxion Daily Semiconductor Bear 3X ETF

iShares Semiconductor ETF

Vertiv Holdings Co

$DELL

$SMCI

$HPE

$VRT

AI server stocks like $DELL and $SMCI have rallied this year on booming AI infrastructure demand. Which are you most bullish on right now? Vote and explain your reasoning in the comments.

Which AI server stock are you most bullish on right now - $DELL, $SMCI, $HPE, or $VRT? 
 
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Super Micro Computer Inc

Which AI server stock are you most bullish on right now - 

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