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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

Nvidia shares are under pressure amid its boards investigation into CEO Jensen Huangs admitted affair with a businesswoman alleged to have ties to Chinese intelligence, raising speculation about national-security scrutiny and Huangs job security. Traders are split between fearing leadership disruption or further damaging disclosures and viewing the controversy as separate from Nvidias business and a buying opportunity.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

A sharp selloff ahead of Hims & Hers Q3 results has traders debating whether the weakness reflects concern about the report or simply volatile positioning; unverified earnings-leak claims are speculation, not confirmed news. Bulls cite the Eli Lilly obesity-drug partnership and growth prospects, while bears focus on potential margin pressure and the outlook.

XRP (XRP) is a cryptocurrency . XRP has a current supply of 99,985,583,260 with 63,516,606,953 in circulation. The last known price of XRP is 1.11892236 USD and is down -3.62 over the last 24 hours. It is currently trading on 1894 active market(s) with $1,884,610,999.15 traded over the last 24 hours. More information can be found at https://xrpl.org/.

Ripple

XRPs steep drop amid a broader crypto sell-off and reports of heavy liquidations has traders focused on whether the decline will continue or find support. The conversation is sharply divided between bearish calls for further losses and holders buying the dip, while some attribute weakness to broader market and regulatory uncertainty.

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

AMDs rally is being tied to an Oppenheimer upgrade and Googles use of AMD EPYC processors in its new AI infrastructure, reinforcing the companys data-center growth story. Traders also speculate that Nvidias CEO controversy is prompting a rotation into AMD, though some question the valuation and warn the sharp move could fade.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

A sharp, high-volume run-up ahead of Trade Desks Q3 earnings has put the report in focus, with traders speculating about short covering and an unverified earnings leak. Bulls see room for a rebound, while skeptics warn that weak ad-growth expectations could erase the gains and question whether to hold through the release.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWM is drawing attention after a sharp, near-vertical rally that traders describe as a low-volume squeeze despite reported ETF outflows and little apparent news. Some attribute the move to optimism about a possible Iran de-escalation and cooler inflation, while others question its sustainability and warn it may be an artificial or short-lived bounce.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Take-Twos earnings report ahead of the scheduled GTA VI launch is driving attention, with traders focused on managements guidance and whether it will provide preorder details. Many expect the blockbuster game and its online monetization to boost the business, while others warn that high expectations may already be priced in and the stock could fall on cautious commentary or a sell-the-news reaction.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Agility Robotics Inc.

Agility Robotics Inc. - Ordinary Shares - Class A

AGLT is drawing attention after a sharp post-merger selloff, with traders blaming typical de-SPAC selling and questioning the companys finances, profitability, and valuation ahead of a financial report. Some see the weakness as a chance to accumulate, citing Agilitys humanoid-robot orders and long-term potential, while others remain bearish on the SPAC and its execution risks.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics BRIUMVI growth drove a third-quarter revenue beat and higher full-year guidance, but the share-price pullback despite the results has fueled a sell the news debate. Traders are also focused on Phase 3 data for a subcutaneous BRIUMVI formulation as a future catalyst.

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 pending FDA decision on deramiocel for Duchenne muscular dystrophy is driving attention, with traders focused on the Nov. 22 PDUFA date and HOPE-3 upper-limb results. Bulls cite the trial data and support from treating physicians, while skeptics emphasize FDA concerns and the risk of a rejection; whether any approval would also cover cardiac benefits remains debated.

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AMAT to Post Q4 Earnings: Time to Buy, Sell or Hold the Stock?

Applied Materials heads into Q4 FY26 with strong AI-driven chip equipment demand, advanced packaging growth and rising memory investments.

LRCX Gains 8% on a $25B Buyback Plan: Is the Stock Worth Holding Now?

Lam Research shares jump 8.2% on a $25B buyback plan. Strong AI demand, record earnings and a lower valuation support holding the stock.

How to Approach Onto Innovation Stock Ahead of Q3 Earnings?

ONTO heads into Q3 earnings with strong AI-driven demand, a record backlog and rising advanced-packaging sales, but execution risks remain.

KLA Declares Regular Cash Dividend

KLA Declares Regular Cash Dividend KLA Declares Regular Cash DividendPR NewswireMILPITAS, Calif., Nov. 5, 2026 MILPITAS, Calif., Nov. 5, 2026 /PRNewswire/ -- The KLA Corporation (NASDAQ: KLAC) Board of Directors today declared a quarterly cash dividend of $0.23 per share on its common stock...

Rockwell Automation Q4 Earnings Beat Estimates on Margin Gains

ROK beats Q4 earnings estimates as margin gains and strong segment performance support profit growth.


Where Chip Charts Stand After Today's Slide, and What Their Latest Earnings Reports Said

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AMAT Shares Plunge 30% in a Month: Should You Buy, Sell or Hold?

Applied Materials' stock declines amid semiconductor industry concerns, but AI-driven equipment demand and advanced packaging growth are tailwinds.

Should You Buy, Sell, or Hold TER Stock After a 53% Rise in One Year?

Teradyne stock rallies 53% in a year, driven by strong AI infrastructure demand, semiconductor testing growth, and robotics momentum, supporting a positive outlook.


KLAC Q1 Earnings Call Highlights AI Demand and 2027 Growth Outlook

KLA sees accelerating AI-driven semiconductor demand, with the equipment market set to exceed $200 billion in 2027 as advanced packaging and memory fuel growth.

The Zacks Analyst Blog Highlights Lilly, Cisco, KLA, Oil-Dri Corp. of America and NVE

Lilly, Cisco and KLA lead five featured analyst reports, highlighting growth drivers ranging from GLP-1 demand and AI infrastructure to semiconductor advances.

• Reported GAAP EPS of $1.22 up 38.64% YoY
• Reported revenue of $4.14B up 28.86% YoY
• KLA expects Q2 FY2027 revenue of $4.7B +/- $200M, GAAP/non-GAAP gross margins of 61.8% +/- 1.0% and 62.5% +/- 1.0%, and diluted EPS of $1.41 +/- $0.11 and $1.44 +/- $0.11, respectively.

KLA recorded a $433.84M inventory-related operating cash outflow; its filing cites China sales and service impacts from evolving export rules, customer concentration, and industry cyclicality.

KLA beat guidance midpoints across all key metrics, described process control as critical to AI ecosystem buildout, and said its market-leading products and services remain well positioned.

KLA Corp. engages in the supply of process control and yield management solutions for the semiconductor and related nano-electronics industries. The company operates through the following segments: Semiconductor Process Control, Specialty Semiconductor Process, and PCB, Display and Component Inspection. The Semiconductor Process Control segment provides a comprehensive portfolio of inspection, metrology and data analytics products and related services. The Specialty Semiconductor Process segment develops and sells advanced vacuum deposition and etching process tools. The PCB, Display and Component Inspection segment enables electronic device manufacturers to inspect, test and measure PCBs, flat panel displays and ICs to verify their quality. Its products include manufactured chips, reticle, packaging, surface profilers, nanochemical testers, KT pro equipment, and compound semiconductors. The company was founded on July 9, 1975 and is headquartered in Milpitas, CA.

KLA Corp.

AMAT Stock Has Doubled This Year: Analyst Trims Price Target But Sees Higher 2027 Sales, Profit

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>Morgan Stanley raised its 2027 revenue forecast for Applied Materials to $50.7 billion and its EPS estimate to $20.92, citing higher NAND demand and better margins.</li><li>KIOXIA will join Applied Materials’ EPIC Center to collaborate on advanced memory structures, stacking, packaging and materials engineering.</li><li><a class="mention" data-mention="$AMAT" data-symbol-id="AMAT" href="https://stocktwits.com/symbol/AMAT" target="_blank">AMAT</a> stock doubled year to date, and retail traders see Micron’s quarterly report, due on Wednesday, as a fresh catalyst.</li></ul>Applied Materials (<a class="mention" data-mention="$AMAT" data-symbol-id="AMAT" href="https://stocktwits.com/symbol/AMAT" target="_blank">AMAT</a>) shares jumped 5.2% on Tuesday, making the semiconductor equipment maker the top gainer on the Nasdaq-100 and pushing the stock to its highest level since Aug. 18, after Morgan Stanley raised its expectations for the company’s 2027 financials.In after-hours trading, the company announced a partnership with Japan’s KIOXIA to develop next-generation memory technologies. The stock, however, dipped 0.2% in overnight trading following the announcement.<h2 class="st-heading-2">Morgan Stanley Ups <a class="mention" data-mention="$AMAT" data-symbol-id="AMAT" href="https://stocktwits.com/symbol/AMAT" target="_blank">AMAT</a>’s 2027 Forecasts</h2>Morgan Stanley on Monday cut its price target for <a class="mention" data-mention="$AMAT" data-symbol-id="AMAT" href="https://stocktwits.com/symbol/AMAT" target="_blank">AMAT</a> to $563 from $642, which still signals a 25% upside, while maintaining an ‘equal weight’ rating. However, the research firm simultaneously raised its projections for Applied Materials’ 2027 revenue and EPS, signaling stronger earnings expectations despite the lower valuation target.Morgan Stanley raised the revenue forecast to $50.7 billion and EPS estimate to $20.92, driven primarily by expectations for higher NAND demand and improved gross margins.<h2 class="st-heading-2"><a class="mention" data-mention="$AMAT" data-symbol-id="AMAT" href="https://stocktwits.com/symbol/AMAT" target="_blank">AMAT</a>-KIOXIA Partnership</h2>Applied Materials said KIOXIA, a major supplier of flash memory and solid-state drives, will join its EPIC Center in Silicon Valley as an innovation partner.&nbsp;The companies will work on advanced memory structures, multi-chip stacking, advanced packaging and materials engineering aimed at increasing memory density, bandwidth and energy efficiency for AI applications.&nbsp;&nbsp;The announcement does not represent a newly disclosed equipment purchase by KIOXIA. Instead, KIOXIA will collaborate with Applied Materials on research and development at the EPIC Center to accelerate the commercialization of new memory and packaging technologies.&nbsp;<h2 class="st-heading-2">Applied Materials: AI Memory Opportunity</h2>Applied Materials’ $5 billion EPIC Center is designed to bring chipmakers, equipment companies, universities and other partners together to develop semiconductor processes and move them more quickly from research into high-volume manufacturing.The center gives chipmakers earlier access to Applied Materials’ technologies and the company said in August that its EPIC Center had expanded to 11 R&amp;D engagements.For investors, the KIOXIA tie-up reinforces the potential for AI-driven memory demand to translate into equipment spending. As memory architectures become more complex, manufacturers require additional process steps, materials and advanced packaging capabilities, potentially increasing the amount of semiconductor equipment required per wafer.<h2 class="st-heading-2"><a class="mention" data-mention="$AMAT" data-symbol-id="AMAT" href="https://stocktwits.com/symbol/AMAT" target="_blank">AMAT</a> Stock Move, Retail View</h2>These developments come as semiconductor equipment stocks have gained significantly in 2026, despite a pullback from their June peaks, driven by expectations of elevated AI-related chip spending.Applied Materials stock has doubled this year, while KLA Corp. (KLAC) is up 62.3% and Lam Research (LRCX) is up 90%.On Stocktwits, retail sentiment for <a class="mention" data-mention="$AMAT" data-symbol-id="AMAT" href="https://stocktwits.com/symbol/AMAT" target="_blank">AMAT</a> dipped in recent days and was ‘neutral’ on Tuesday, with traders linking gains in <a class="mention" data-mention="$AMAT" data-symbol-id="AMAT" href="https://stocktwits.com/symbol/AMAT" target="_blank">AMAT</a> and peers KLA Corp. and Lam Research to Micron's upcoming quarterly report.“Bullish prelude to Micron's $MU future Earnings are already here. Semi equipment names related to Micron's capex - <a class="mention" data-mention="$AMAT" data-symbol-id="AMAT" href="https://stocktwits.com/symbol/AMAT" target="_blank">$AMAT</a> $KLAC $LRCX&nbsp; were all trending down. But recently all of them together got above all moving averages and trending up,” a trader&nbsp;<a href="https://stocktwits.com/followtrendm/message/665385916">said</a>.&nbsp;&nbsp;“Certainly a strong indication that Micron's sustained demand and earnings are going to be good.”&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Applied Materials logo is displayed on a smartphone screen in front of a stock chart, on February 10, 2025, in Chongqing, China.

AI-driven memory demand puts semiconductor equipment spending back in focus.

Applied Materials Inc.

Lam Research Corp.

Micron Technology Inc

Buying the dip

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Waiting for the investigation results to decide

Nvidia ($NVDA) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

Stocktwits

) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

Current Price	$150.55
Prev Close	$138.49
Open	$143.25
Dividend Yield	0.27%
50-Day Moving Average	$174.84
Beta	2.15
Avg. Volume	11.42M
PE Ratio	34.61

52-Week High	$307.37
52-Week Low	$107.20
Market Capitalization	$180.45B
EPS (Annual)	$3.66
Price to Book	27.67
Revenue Per Employee	$789,107.56

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