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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 semiconductor selloff as traders worry that calls for tighter AI regulation and scrutiny of data-center projects could slow infrastructure spending and weaken memory demand. The community is split between fears of a broader AI-trade and memory-cycle downturn and views that long-term demand remains intact and the selloff is an overreaction.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms earnings and outlook are prompting debate: traders cite handset weakness and rising component costs as reasons for caution, despite a revenue beat and stronger sales guidance, while the SpaceX/Starlink 5G agreement is viewed by some as a longer-term diversification opportunity. The community is split between dip buyers betting on auto, data-center and infrastructure growth and skeptics focused on near-term margin pressure and the shrinking phone business.

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

AppLovins record quarterly results and stronger outlook, alongside improving AI-driven ad performance and expanded buybacks, sparked a sharp rebound after a steep decline. Bulls are celebrating the earnings-driven move and potential short squeeze, while skeptics warn that gains could fade and question whether the growth and valuation are sustainable.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm shares sold off despite a quarterly beat, as traders focused on slower royalty growth and an outlook offering limited upside rather than strong licensing revenue. The debate is whether data-center and AI demand can translate into faster recurring royalties, or whether those growth expectations and Arms valuation leave the stock vulnerable.

ADMA Biologics, Inc. operates as a biopharmaceutical company, which is engaged in manufacturing, marketing, and developing specialty plasma-derived biologics. The firm operates through the following business segments: ADMA BioManufacturing and Plasma Collection Center. The ADMA BioManufacturing segment consists of immune globulin manufacturing and development operations. The Plasma Collection Center consists of source plasma collection facilities. The company was founded by Adam S. Grossman and Jerrold B. Grossman on June 24, 2004 and is headquartered in Ramsey, NJ.

Adma Biologics Inc

ADMA is drawing attention after strong third-quarter results, led by ASCENIV growth, and a higher adjusted earnings outlook. Traders welcomed the report and speculated that short covering could extend the rally, while others questioned whether the post-earnings gains would hold.

Sezzle, Inc. engages in the operation of a digital payment platform that enables bank-to-bank transfer of money between consumers and businesses. The company was founded by Charlie G. Youakim, Killian Brackey and Paul V. Paradis on January 4, 2016 and is headquartered in Minneapolis, MN.

Sezzle Inc.

A strong third-quarter report, higher 2026 guidance and an upbeat initial 2027 outlook have driven SEZLs sharp advance. Bulls point to continued growth and execution, while skeptics question whether 2027 growth will slow enough to pressure the valuation; short-squeeze talk is also circulating.

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

Fears that election results could bring tighter AI regulation and delays to data-center construction have pressured NVIDIA and other chip stocks, with traders also questioning the sustainability of AI infrastructure spending and its financing. The community is divided between concerns that slower or more concentrated hyperscaler spending could hurt chip demand and bullish views that regulation will not stop the buildout and the selloff is a buying opportunity.

Rigel Pharmaceuticals, Inc. operates as a clinical stage biotechnology company. It discovers and develops novel, targeted drugs in the therapeutic areas of immunology, oncology and immune oncology. The firm focuses on intracellular signalling pathways and related targets that are critical to disease mechanisms. The company's products include Tavalisse, Fostamatinib and R835. Rigel Pharmaceuticals was founded by Donald G. Payan, James M. Gower, Thomas A. Raffin, Garry P. Nolan and Ronald B. Garren on June 14, 1996 and is headquartered in South San Francisco, CA.

Rigel Pharmaceuticals

Anticipation around Rigels Q3 results is driving discussion, especially estimates for the initial VEPPANU sales contribution and continued growth in its established products; traders are also watching for updated R289 data at ASH. Sentiment is largely optimistic about a beat, though some expect the stocks familiar earnings-related volatility or a sell-the-news reaction.

Immix Biopharma, Inc. operates as a biopharmaceutical company that engages in the development of therapies for cancer and inflammatory diseases. The company was founded by Ilya Rachman, Sean Senn, and Vladimir Torchilin in 2012 and is headquartered in Los Angeles, CA.

Immix Biopharma Inc

ASH 2026 abstracts have drawn attention to Immixs NXC-201 CAR-T program, including an oral presentation on relapsed/refractory AL amyloidosis and reported encouraging response and safety findings. Many traders view the clinical data and presentation slot positively, while others remain skeptical about the stocks reaction and past dilution.

Bitdeer Technologies Group engages in the cryptocurrency mining industry. It generates income through its proprietary mining datacenters. The firm handles complex processes involved in computing such as equipment procurement, transport logistics, datacenter design and construction, equipment management, and daily operations. The company was founded by Wu Jihan in December 2021 and is headquartered in Singapore.

Bitdeer Technologies Group. - Ordinary Shares - Class A

Bitdeer Technologies Holding Co

Bitdeers AI/HPC expansion and Bitcoin-mining growth are drawing attention, including its newly announced Nevada facility to manufacture Sealminer hardware. Traders are split between optimism about its data-center contracts and vertical integration and concern that dilution, debt, and weak share performance are overshadowing the companys developments.

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Manhattan Associates Investigation Initiated: Kahn Swick & Foti, LLC Investigates the Officers and Directors of Manhattan Associates, Inc. - MANH

Former Attorney General of Louisiana, Charles C. Foti, Jr., Esq., a partner at the law firm of Kahn Swick & Foti, LLC (KSF), announces that KSF has commenced an investigation into Manhattan Associates, Inc. (Manhattan) (NasdaqGS: MANH).Manhattan is a global software company that sells solutions for...

Manhattan Associates (MANH) Q3 2026 Earnings Call Transcript

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Manhattan Associates (MANH) Reports Q3 Earnings: What Key Metrics Have to Say

The headline numbers for Manhattan Associates (MANH) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Manhattan Associates Q3 2026 Earnings Call Transcript

Manhattan Associates (NASDAQ:MANH) reported third-quarter financial results on Tuesday. The transcript from the company's third-quarter earnings call has been provided below.Benzinga APIs provide real-time access toread more...

Manhattan Associates (MANH) Surpasses Q3 Earnings and Revenue Estimates

Manhattan Associates (MANH) delivered earnings and revenue surprises of +6.16% and +3.16%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Manhattan Associates Elects Juan Perez to its Board of Directors

Manhattan Associates Inc. (NASDAQ: MANH), a global leader in supply chain commerce solutions, today announced that its Board of Directors has elected Juan Perez, a seasoned technology executive and advisor, to the Board, effective January 28, 2027.Mr. Perez brings extensive experience leading...

Manhattan Associates Reports Third Quarter Results

Leading Supply Chain and Omnichannel Commerce Solutions provider Manhattan Associates, Inc. (NASDAQ: MANH) today reported revenue of $306.2 million for the third quarter ended September 30, 2026, compared to $275.8 million in Q3 2025. GAAP diluted earnings per share for Q3 2026 was $1.04 compared...

Will Manhattan Associates (MANH) Beat Estimates Again in Its Next Earnings Report?

Manhattan Associates (MANH) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Microsoft (MSFT) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Microsoft (MSFT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Manhattan Associates (MANH) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Manhattan Associates (MANH) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

• Reported GAAP EPS of $1.55 up 13.97% YoY
• Reported revenue of $306.19M up 11.02% YoY
• Manhattan Associates' 2026 full-year guidance is total revenue of $1.18B, GAAP operating margin of 24.1%-24.3%, adjusted operating margin of 35.2%-35.4%, GAAP EPS of $3.62-$3.64, and adjusted EPS of $5.54-$5.56.

Manhattan Associates reported lower year-over-year operating cash flow and nine-month GAAP EPS, higher sequential DSO, and disclosed risks including competitive and pricing pressures, security breaches, and use of generative and agentic artificial intelligence.

Manhattan Associates posted Q3 revenue of $306.2M and adjusted EPS of $1.55, reported increased cloud revenue and RPO, and achieved another record bookings quarter on strong demand.

Manhattan Associates, Inc. engages in the business of developing, selling, deploying, servicing, and maintaining software solutions designed to manage supply chains, inventory, and omnichannel operations for retailers, wholesalers, manufacturers, logistics providers, and other organizations. It operates through the following geographical segments: North and Latin America, Europe, Middle East, and Africa, and Asia Pacific. The company was founded by Deepak Raghavan in October 1990 and is headquartered in Atlanta, GA.

Manhattan Associates, Inc.

Alphabet, Manhattan Associates, AT&T Draw Heavy Retail Chatter On Stocktwits Among Tech Stocks: More Details Inside

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The tech-heavy Nasdaq Composite Index closed 0.61% higher at 21,020 on Wednesday, with earnings providing a boost. Here are the top three tech companies that saw the highest retail chatter on Stocktwits in the last 24 hours.1. Alphabet Inc. (GOOGL) (GOOG):&nbsp;The technology giant saw retail chatter surge 506% in 24 hours after the company reported better-than-expected second-quarter (Q2) earnings.Retail sentiment around the stock improved to ‘extremely bullish’ (92/100) from ‘bullish’ territory the previous day. Message volume jumped as well, to ‘extremely high’ (88/100) from ‘high’ levels in the last 24 hours.<figure class="image"><img style="aspect-ratio:963/121;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_24_065910_png_9d76cde2b5.webp" alt="GOOGL’s Sentiment Meter and Message Volume as of 07.15 a.m. ET on July 24, 2025 | Source: Stocktwits" width="963" height="121"><figcaption>GOOGL’s Sentiment Meter and Message Volume as of 07.15 a.m. ET on July 24, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/GOOGL">Alphabet stock</a> traded over 3% higher in Thursday’s premarket.&nbsp;A bullish Stocktwits believes the stock is undervalued.<stembedurl>https://stocktwits.com/illbebackT2/message/622230690</stembedurl>Another user expressed skepticism about the company.<stembedurl>https://stocktwits.com/antoinemassih/message/622223049</stembedurl>Alphabet’s Q2 revenue increased 14% year-on-year (YoY) to $96.43 billion, exceeding the analysts’ consensus estimate of $94.02 billion, as per Fiscal AI data. Google Search revenue climbed 12% to $54.19 billion.The earnings per share (EPS) of $2.31 also exceeded the consensus estimate of $ 2.20.Alphabet stock has gained only 0.4% year-to-date and more than 10% over the last 12 months.2. Manhattan Associates Inc. (MANH): The software solutions provider saw retail message count explode by 500% in 24 hours on sustained momentum after better-than-expected Q2 earnings on Tuesday.Retail sentiment around the stock remained in ‘extremely bullish’ (77/100) territory amid ‘extremely high’ (81/100) message volume levels. Both the retail sentiment and message volume hit a three-month high.<figure class="image"><img style="aspect-ratio:962/112;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_24_071750_png_116e448c99.webp" alt="MANH’s Sentiment Meter and Message Volume as of 07.15 a.m. ET on July 24, 2025 | Source: Stocktwits" width="962" height="112"><figcaption>MANH’s Sentiment Meter and Message Volume as of 07.15 a.m. ET on July 24, 2025 | Source: Stocktwits</figcaption></figure>The company’s Q2 revenue increased 2.3% YoY to $272.4 million with an adjusted EPS of $1.31, both above the analysts’ consensus estimate of $263.74 million and $1.13, respectively, as per Fiscal AI data.<a href="https://stocktwits.com/symbol/MANH">Manhattan Associates stock</a>&nbsp;inched 0.5% lower in Thursday’s premarket.&nbsp;The stock has lost over 19% in 2025 and 12% in the past 12 months.3.&nbsp;AT&amp;T Inc. (T): The company experienced a 430% surge in retail message count in the last 24 hours after better-than-expected Q2 earnings.Retail sentiment around the stock remained in ‘extremely bullish’ territory with ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:965/124;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_24_074625_png_4604f17a6d.webp" alt="T’s Sentiment Meter and Message Volume as of 07.15 a.m. ET on July 24, 2025 | Source: Stocktwits" width="965" height="124"><figcaption>T’s Sentiment Meter and Message Volume as of 07.15 a.m. ET on July 24, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/T">AT&amp;T stock</a> inched 0.3% lower in Thursday’s premarket. The stock has gained over 21% in 2025 and over 44% in the last 12 months.The telecom giant’s Q2 revenue increased 3.5% year-on-year (YoY) to $30.8 billion, beating the analysts' consensus estimate of $30.4 billion as per Fiscal AI data.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-schedules-rare-fed-visit-as-tensions-with-powell-simmer/ch8yZ5AR5ul">Trump Schedules Rare Fed Visit As Tensions With Powell Simmer</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Google LLC, a subsidiary of Alphabet Inc. (NASDAQ: GOOGL), with the word Alphabet visible in the background.

Alphabet saw retail chatter surge 506% in 24 hours after the company reported better-than-expected second-quarter earnings.

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