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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

Allegations involving Jensen Huangincluding a reported relationship with a suspected Chinese intelligence assetand speculation that Nvidias board could remove him are driving concern about leadership, governance and potential national-security scrutiny. Traders are split between fears of further disruption and the view that Nvidias AI business can remain strong regardless of who leads it.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is drawing attention over traders concerns that alleged links to AI cloud provider Megaspeed could connect it to the Nvidia espionage probe and raise the risk of tighter U.S. chip-export controls, potentially limiting its AI ambitions. The allegations remain disputed and unproven; bearish reactions dominate, though some traders argue Alibabas own chip efforts could cushion the impact.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, and Defense. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royces trading update is the main focus, particularly its accelerated share buyback, reaffirmed outlook and reports of resilient engine flying hours and strong orders. Traders largely view the update as reassuring and the buyback as supportive, while some expect the February results and business performance to matter more than repurchases alone.

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

Reports that Nvidias board may replace Jensen Huang have fueled a rotation into AMD, with traders betting that customers and investor capital could shift toward competing chipmakers. Some see a potential market-share opportunity, while others argue the rally is sentiment-driven and that Nvidias turmoil or a broader AI-sector pullback could also weigh on AMD.

Midnight (NIGHT) is a cryptocurrency launched in 2025and operates on the BNB Smart Chain (BEP20) platform. Midnight has a current supply of 24,000,000,000 with 16,607,399,401 in circulation. The last known price of Midnight is 0.04761111 USD and is up 12.90 over the last 24 hours. It is currently trading on 208 active market(s) with $35,829,003.37 traded over the last 24 hours. More information can be found at https://midnight.network/.

Midnight

NIGHT is drawing attention amid volatile trading and heavy volume as traders watch whether it can hold support; some attribute selling pressure to continuing airdrop distributions, while others see the recent strength as buyers absorbing supply. Lingering concerns about the earlier Wanchain bridge exploit and the volume of tokens still potentially being sold compete with optimism about Midnights privacy-network development.

PepGen Inc. develops oligonucleotide therapies. It is a clinical-stage biotechnology company advancing the next generation of oligonucleotide therapeutics with the goal of transforming the treatment of severe neuromuscular and neurologic diseases. The company was founded on November 9, 2020 and is headquartered in Boston, MA.

PepGen Inc

Positive Phase 2 data for PepGens DM1 treatment, including strong splicing-correction results and reported functional gains, drove a sharp rally and heightened trading activity. The debate centers on whether the early results can outweigh the small patient sample and the announced $125 million stock offering, which traders fear could dilute shareholders, while some bulls point to the data and continued price strength.

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. 

Nebius is rallying with neocloud peers after CoreWeaves strong results, as traders focus on Nebiuss upcoming quarterly report and outlook. Bulls see sustained AI-cloud demand supporting growth, while skeptics say the run-up may already price in good results and question the funding demands of expansion; Nvidia CEO rumors are adding volatility.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Attention centers on Ondass Q3 earnings and whether growth and defense orders translate into stronger margins, a path to profitability, and credible guidance. Bulls point to heavy short interest as potential fuel for a squeeze, while skeptics question cash burn, dilution, and execution and warn that even strong results may prompt a sell-the-news reaction.

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.

Infleqtions Q3 results and guidance are the main focus, with traders watching for signs of revenue growth, contract wins, and progress toward quantum milestones. Longs argue its products and technical execution distinguish it from other quantum names, while skeptics point to commercialization risks and weak trading amid a broader tech and quantum-sector selloff.

The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Goldman Sachs Group, Inc.

Goldmans strong quarterly earnings, driven by equities trading and investment-banking activity, remain a major focus. Traders are divided over the sharp pullback that followed: some see an opportunity after the beat, while others are frustrated that the stock fell despite the results.

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Understanding NETGEAR (NTGR) Reliance on International Revenue

Explore NETGEAR's (NTGR) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.

NETGEAR and AT&T Business Expand Collaboration with Nighthawk 5G M8 Pro Mobile Hotspot

NETGEAR, Inc. (NASDAQ: NTGR), a global leader in intelligent networking solutions designed to power extraordinary experiences, today announced the Nighthawk 5G M8 Pro, its most advanced Wi-Fi 7 mobile hotspot, now available to AT&T Business customers in North America. Pairing AT&Ts nationwide...

NETGEAR, Inc. (NTGR) Surpasses Q3 Earnings Estimates

NETGEAR (NTGR) delivered earnings and revenue surprises of +360.00% and -1.59%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

NetGear Inc. Q3 Earnings Summary

(RTTNews) - Below are the earnings highlights for NetGear Inc. (NTGR...

NETGEAR Reports Third Quarter 2026 Results

NETGEAR, Inc. (NASDAQ: NTGR), a global leader in intelligent networking solutions designed to power extraordinary experiences, today reported financial results for the third quarter ended September 27, 2026. Q3 2026 Net revenue of $167.3 million, down 9.3% as compared to Q3 prior year GAAP gross...

Bitdefender and NETGEAR 2026 IoT Report Reveals Growing Threat Exposure Throughout the Connected Home

Bitdefender, a global cybersecurity leader, today released joint research with NETGEAR titled the 2026 IoT Security Landscape Report, an in-depth look at how threats to connected homes are evolving. The research details how the growing Internet of Things (IoT) ecosystem, from smart TVs and...

NETGEAR Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)

NETGEAR, Inc. (Nasdaq: NTGR), a global leader in intelligent networking solutions designed to power extraordinary experiences, today announced that it has granted restricted stock units (RSUs) as an inducement material to employment under its inducement plan. NETGEARs inducement plan is used...

NETGEAR Schedules Third Quarter 2026 Results Conference Call

NETGEAR, Inc. (NASDAQ: NTGR), a global leader in intelligent networking solutions, today announced that it will hold a conference call with investors and analysts on Wednesday, November 4 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Companys third quarter 2026 results and fourth quarter 2026...

CIEN Q3 Earnings Beat on AI-Led Cloud Demand, Top Line Climbs 37% Y/Y

Ciena's fiscal Q3 2026 earnings jumped 215% as AI-driven cloud demand powered a record quarter, optical momentum and a higher 2026 revenue outlook.

Deciphering NETGEAR (NTGR) International Revenue Trends

Explore how NETGEAR's (NTGR) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.

• Reported GAAP EPS of $0.13 up 8.33% YoY
• Reported revenue of $167.34M down -9.33% YoY
• NETGEAR expects fourth-quarter 2026 net revenue of $160M to $175M, GAAP operating margin of (8.7)% to (5.7)%, and non-GAAP operating margin of 0% to 3%.

NETGEAR faced manufacturing constraints that limited demand conversion and are expected into Q1 2027; Consumer revenue and contribution margin fell, and Q4 outlook included consolidated gross-margin pressure from memory and transportation costs.

NETGEAR reported Enterprise sell-through growth and elevated backlog, software and services strengthening competitive differentiation, 12% annual recurring revenue growth, and Enterprise's over-54% revenue and approximately 70% non-GAAP gross-profit contribution.

NETGEAR, Inc. operates as a global provider of networking technologies for businesses, homes, and service providers. It delivers a range of networking hardware, software, and services designed to enable reliable connectivity and security. The company operates through the Enterprise and Consumer segments. The Enterprise segment includes small and medium enterprises and provides solutions for audio and video over Ethernet for AV applications, enterprise networking solutions, including wireless local area network and cloud-managed networking capabilities, software platforms for deployment and remote management , and security offerings, including firewall and SASE functionality, designed to address the networking, security, and manageability requirements of organizations seeking reliable and cost-effective connectivity solutions. The Consumer segment focuses on consumers and provides high-performance, dependable and easy-to-use WiFi internet networking solutions such as multi-band WiFi 7 mesh systems and routers, subscription services offering performance, security, privacy and support, and 4G/5G mobile products, including WiFi 7 and WiFi 6/6E-enabled portable mobile hotspots and mobile routers, designed to address the demand for reliable, high-speed connectivity at home and on the go. The company was founded by Patrick C. S. Lo and Mark G. Merrill on January 8, 1996 and is headquartered in San Jose, CA.

Netgear Inc

Why Is Netgear Stock Surging Nearly 20% In Overnight Trading?

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Bullish Sentiment

<ul class="summary-bullets"><li>The FCC said new foreign-produced routers will no longer receive equipment authorization required for import and sale in the U.S., citing “unacceptable risks” to national security.</li><li>The decision does not affect routers already authorized or currently in use and follows similar restrictions on certain foreign-produced drones last year.</li><li>Overseas suppliers control roughly 60% of the U.S. home-router market, and the move could eventually give a competitive edge to domestic vendors like Netgear.</li></ul><p>Shares of Netgear, Inc. (NTGR) shares surged nearly 20% in overnight trading late Monday after U.S. regulators moved to block approval of new foreign-made consumer routers over cybersecurity risks in a market long dominated by Chinese manufacturers.</p><p><a href="https://stocktwits.com/symbol/NTGR">NTGR stock</a> jumped nearly 6% on Monday to $22.06 , logging its best session in over a month.</p><h2 class="st-heading-2"><strong>FCC Blocks New Foreign Routers Over Security Risks</strong></h2><p>The Federal Communications Commission (FCC) said on Monday that newly developed foreign-produced consumer routers will no longer be eligible for equipment authorization required before they can be imported, marketed or sold in the U.S.</p><p>Executive-branch national security agencies determined the devices pose “unacceptable risks to the national security of the United States or the safety and security of United States persons,” the FCC said.</p><p>However, routers already authorized and those currently in use are not affected by the decision. The move follows similar steps taken last year restricting imports of certain foreign-produced drones.</p><h2 class="st-heading-2"><strong>Domestic Router Makers Gain Tailwind</strong></h2><p>The move comes in a market where overseas manufacturers are estimated to control roughly 60% of U.S. home-router sales and could eventually give domestic vendors such as Netgear a competitive edge.</p><p>The decision also comes amid broader scrutiny of overseas communications hardware. Last month, Ken Paxton, attorney general of Texas, sued TP-Link Systems, alleging that the company marketed its networking devices deceptively and allowed Beijing access to American consumers’ devices, saying the products had been used by China’s state-sponsored hacking entities in cyber-attack operations against the U.S.&nbsp;</p><p>Paxton said the alleged misrepresentations posed “a national security threat,” while TP-Link said it would “vigorously defend” its reputation and that the Chinese government has no ownership or control over the company, its products, or user data.</p><h2 class="st-heading-2"><strong>Netgear Q4 Beat Supports Stock Rally</strong></h2><p>The rally also follows improving financial performance at Netgear, which reported fourth-quarter (Q4) revenue of $182.5 million versus estimates of $177.26 million and non-GAAP earnings per share of $0.26 compared with estimates of $0.05.</p><p>CEO CJ Prober said the results marked the company’s first year of revenue growth in five years and reflected a record quarterly non-GAAP gross margin of 41.2%, supported by strength in its enterprise segment and improvements in product mix. For the first quarter, Netgear expects revenue between $145 million and $160 million.</p><p>Separately, Stifel last month lowered its price target on the stock to $36 from $40 while maintaining a 'Buy' rating, saying the company delivered a “nice” Q4 earnings beat even as its longer-term turnaround remains the key focus for investors.</p><h2 class="st-heading-2"><strong>How Did Stocktwits Users React?</strong></h2><p>On Stocktwits, retail sentiment for NTGR jumped to ‘extremely bullish’ from ‘bearish’ levels over the past day amid ‘extremely high’ message volume.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/ntgr_ss_png_abc983d5a4.webp" alt="ntgr ss.png" width="969" height="143"><figcaption>NTGR sentiment and message volume as of March 23 | Source: Stocktwits</figcaption></figure><p>NTGR stock has declined 7% over the past year.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The Netgear logo is on display at the International Broadcasting Convention (IBC2025) on September 12, 2025 in Amsterdam, Netherlands. (Photo by Michel Porro/Getty Images)

Netgear shares surged in overnight trading after U.S. regulators blocked approval of new foreign-made consumer routers over cybersecurity risks.

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$0.12	--	--	N/A
Q3 '26	-$0.05	$0.13	360.00%	BEAT
Q2 '26	$0.01	$0.16	1100.03%	BEAT
Q1 '26	-$0.08	$0.06	180.00%	BEAT
Q4 '25	$0.05	$0.26	420.00%	BEAT

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NTGR Earnings

Latest Earnings Results: Q3 '26

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