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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

A quarterly earnings beat, raised outlook and record AI-compute backlogalongside managements emphasis on customer prepayments and contract-backed financingsparked an after-hours rebound and widespread short-squeeze chatter. Bulls see strong demand and improved financing prospects, while skeptics remain concerned about heavy debt, interest costs, capital spending and the path to sustained cash flow.

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 centered on governance and national-security concerns surrounding CEO Jensen Huangs relationship with a customer suspected of ties to Chinese intelligence, with traders debating whether the investigation and China chip-export questions could threaten his leadership or the business. Others see the drop as an overreaction and are buying the dip, while looking to the upcoming earnings report for a business-focused counterpoint.

Autonomi (ANT) is a cryptocurrency launched in 2025and operates on the Arbitrum platform. Autonomi has a current supply of 1,200,000,000 with 346,011,579 in circulation. The last known price of Autonomi is 0.03102024 USD and is up 12.83 over the last 24 hours. It is currently trading on 15 active market(s) with $148,822.58 traded over the last 24 hours. More information can be found at https://autonomi.com.

Aragon

Attention is heavily muddied by Anthropic IPO chatter mistakenly tagged to Aragons ANT token. The Aragon-specific discussion centers on the projects dissolution and completed token-redemption initiative, with holders unsure about conversion or exchange availability; other posts are mostly speculative trading reactions.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Q3 results and conference call are driving attention, with traders debating the shift to recurring Samsung and Micron licensing revenue and the stronger balance sheet against an apparent estimates miss caused partly by amortizing Samsungs upfront fee over the agreement term. Bullish traders point to higher expected Q4 revenue, while skeptics cite lower product sales and the lack of a confirmed SK Hynix deal or Nasdaq uplisting.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNavs Q3 earnings report and conference call are driving immediate discussion, with traders noting an EPS beat but reacting to the share-price decline and debating whether the call offered meaningful progress. Many see the pending FCC rulemaking on the companys spectrum as the more important catalyst, while the bullish SpaceX-related thesis remains speculative and others point to regulatory delays and downside risk.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

INFQ is drawing attention ahead of its quarterly report, with traders looking for revenue, guidance and commercialization updates that could set it apart from other quantum companies. Optimism about its products and technical progress is countered by concerns over weak price action and volatility alongside the broader quantum and tech sectors.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong quarterly earnings beat and raised guidance have driven attention, with traders citing accelerating growth, improving profitability and analyst upgrades as support for the rally. The reaction is split between bulls expecting momentum to continue and skeptics focused on volatile post-earnings trading and resistance near recent levels.

Cameco Corp. engages in the provision of uranium. It operates through the following segments: Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Camecos weaker-than-expected quarterly update and narrowed production outlook, amid Cigar Lake operating setbacks, are driving a sharp selloff and bearish discussion about further downside. Some traders see the decline as an opportunity, arguing that firm uranium-market fundamentals and longer-term nuclear demand remain intact.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs quarterly resultsstrong revenue and backlog growth but a wider-than-expected loss and Neutrons first launch pushed to 2027are driving the discussion. Traders are split between viewing the demand and backlog as evidence of growth and worrying about execution delays, ongoing losses, and dilution; shares have rebounded after the initial post-earnings selloff.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Anthropics new Claude workplace tools, including a spreadsheet product positioned against Excel, have raised concerns that Microsofts Office and Copilot franchises face stronger competition. Traders debate whether the threat is material or overstated given Microsofts entrenched enterprise ecosystem.

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Gilat Satellite (GILT) Surpasses Q3 Earnings Estimates

Gilat (GILT) delivered earnings and revenue surprises of +5.88% and -7.90%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

HP (HPQ) Sees a More Significant Dip Than Broader Market: Some Facts to Know

The latest trading day saw HP (HPQ) settling at $28.43, representing a -1.22% change from its previous close.

Apple (AAPL) Q4 Earnings and Revenues Beat Estimates

Apple (AAPL) delivered earnings and revenue surprises of +3.54% and +1.35%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

HPQ, DELL Stocks Plunge After Intel Flags Prolonged PC Market Weakness

Equity

Shares of HP and Dell fell over 7% after Intel’s quarterly report.


Apple's Q4 Earnings Loom: Buy or Sell AAPL Stock Ahead of Results?

AAPL's fiscal Q4 earnings outlook points to strong iPhone demand, Services growth and AI momentum, but supply constraints and a stretched valuation raise concerns.

HPQ vs. AAPL: Which Computer Stock Offers Better Investment Potential?

HP combines growing AI PC adoption, premium commercial device demand and a lower sales multiple to offer a valuation-driven alternative to Apple's expanding ecosystem.

One Stop Systems, Inc. (OSS) Q3 Earnings Meet Estimates

One Stop Systems (OSS) delivered earnings and revenue surprises of 0.00% and +14.40%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

HP (HPQ) Rises Higher Than Market: Key Facts

In the latest trading session, HP (HPQ) closed at $34.09, marking a +1.34% move from the previous day.

Microsoft Stock Before Q1 Earnings: Buy Now or Wait for Results?

MSFT's cloud growth and Azure acceleration face mounting capacity constraints, while PC market weakness and capex above $50 billion weigh on the outlook.

HPQ's AI PC Demand Rises: Can it Offset Declining PC Shipments?

HP is growing AI PCs and premium computing sales despite falling shipments, as pricing actions and higher-value products support revenue growth.

HP Inc. is an information technology company, which engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.

HP Inc

Bearish Sentiment

<ul class="summary-bullets"><li>Intel CEO projected PC shipments to decline 12% this year and 10% in 2027.&nbsp;</li><li>“The pace of this PC correction has accelerated over the last 2 months,” Lip-Bu Tan said.</li><li>Retail sentiment was ‘bearish’ for HPQ and DELL.</li></ul>Shares of computer makers HP Inc. (HPQ) and Dell Technologies (DELL) fell hard after chipmaker Intel Corp. (INTC) forecast a prolonged slowdown in personal-computer sales.HPQ dropped 7.4% in the overnight session following Intel’s report, after a nearly 2% drop in the regular session. DELL shares fell 7.2%, after closing 3.7% lower in the regular session.<h2 class="st-heading-2">Intel Flags PC Market Slowdown</h2>“The pace of this PC correction has accelerated over the last 2 months, as our OEM partners are aggressively managing inventory to match the softer sell-through,” Intel CEO Lip-Bu Tan said in the company’s analyst call. “We expect the current environment to persist until memory availability and prices begin to normalize."The chipmaker projects the PC market slump will persist through at least the first half of 2027, with shipments declining 10% next year after a 12% slide in 2026.<h2 class="st-heading-2">Intel, Amazon Reports Pressure Tech Stocks&nbsp;</h2>“Despite near-term headwinds across the PC industry, demand for our CPUs remains robust, reinforcing our confidence in the long-term growth opportunities for our business,” Tan said.&nbsp;Nevertheless, INTC stock tumbled over 23% overnight after the chipmaker&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-stock-tumbles-after-hours-after-q3-pc-slump-and-supply-bottlenecks-cloud-fourth-quarter-guidance/cZUQyleR9Rf">forecast</a> December quarter sales and profit below expectations and flagged manufacturing bottlenecks ‌and heavy spending to expand production.Separately, Amazon.com, Inc. (AMZN)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amzn-stock-drops-7-as-ai-spending-soars-past-expectations-while-e-commerce-growth-cools/cZUXG0SR9RX">missed</a> Q3 revenue and profit targets and reported a massive cash burn, sending its shares down 8% overnight.The report weighed particularly on chipmakers. Nvidia (NVDA) fell 3%, while Advanced Micro Devices (AMD), which competes with Intel in CPUs, slid nearly 8%. Micron (MU) dropped 5%.<h2 class="st-heading-2">Retail View On PC Makers</h2>On Stocktwits, retail sentiment was ‘bearish’ for HPQ and DELL. The sentiment for INTC shifted to ‘extremely bullish’ from ‘bullish.’“$DELL long and strong. Back to where the earnings spike started. What a gift from back seat INTC,” a trader&nbsp;<a href="https://stocktwits.com/Tkobreakout123/message/667715462">wrote</a>, while another&nbsp;<a href="https://stocktwits.com/Dijon02/message/667692553">called</a> the drop in <a class="mention" data-mention="$HPQ" data-symbol-id="HPQ" href="https://stocktwits.com/symbol/HPQ" target="_blank">HPQ stock</a> “wipeout.”As of their last close, Dell had gained 282% year to date, while HPQ had gained 48%.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

New Dell, HP, and Lenovo laptops on display at at the Consumer Electronics Show (CES) 2025. (Photo by Artur Widak/NurPhoto via Getty Images)

Shares of HP and Dell fell over 7% after Intel’s quarterly report.

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Intel Corp

Yes, by year-end

Yes, but not this year

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He steps down on his own

Do you think Jensen Huang will be removed as Nvidia’s ($NVDA) CEO?

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