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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

Jensen Huangs resignation as CEO and CFO Colette Kresss appointment as interim leader dominate discussion. Traders debate whether Nvidia can execute without its founder, with some concerned about leadership and governance risks while others call the selloff an overreaction and buy the dip, citing the companys AI business and upcoming earnings.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Traders are linking SMCIs sharp decline to reports and speculation about DOJ scrutiny involving Super Micro, Nvidia and Megaspeed over alleged chip diversion to China, as well as uncertainty around Nvidia CEO Jensen Huang and SMCIs close Nvidia ties. Some see the move as an overreaction and a buying opportunity; others fear renewed compliance and governance risks.

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. 

Nebiuss quarterly results and outlook are driving attention: despite a revenue beat, investors focused on a delayed capacity ramp, a more cautious near-term revenue outlook, and sharply higher planned capital spending. Traders are split between viewing the selloff as an overreaction given strong demand and customer prepayments, and worrying about execution delays and financing needs; weakness in Nvidia and other AI-linked stocks added pressure.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines stronger-than-expected Q3 resultsalong with record backlog, positive free cash flow, and reaffirmed growth guidanceare driving the rally and bullish re-rating discussion. Traders are also debating whether the gains can hold, citing continuing operating losses and the need to convert backlog into sustained cash generation, while some speculate about short covering.

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

Jensen Huangs resignation and Nvidias leadership upheaval have fueled a rotation into AMD as traders speculate that customers, investment, or talent could shift toward chip rivals. The community is divided over whether the rally signals lasting market-share gains or is a temporary sympathy move, with some also warning that AMDs valuation is stretched.

Cardinal Infrastructure Group, Inc. provides infrastructure services to the residential, commercial, industrial, municipal, and state infrastructure markets. It delivers wet utility installations of water, sewer, and stormwater systems, as well as grading, site clearing, erosion control, drilling and blasting, paving, and other related site services. The company was founded on June 12, 2025 and is headquartered in Raleigh, NC.

Cardinal Infrastructure Group Inc - Ordinary Shares - Class A

Cardinals Q3 resultsrapid revenue growth overshadowed by sharply compressed margins, a net loss, and withdrawal of its full-year outlookhave fueled a severe selloff; the Hughes Brothers acquisition was also postponed. Traders are split between blaming execution and management credibility, and viewing the decline as excessive given the companys cash position and authorized buyback.

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 under pressure amid trader concerns that reported links to Megaspeed, a firm tied to allegations involving Nvidia CEO Jensen Huang, could draw scrutiny or tighter U.S. controls on advanced-chip access to China; Alibabas direct involvement remains unconfirmed. The community is split between seeing the selloff as an overreaction and fearing restricted Nvidia-chip access could hurt Alibabas AI and cloud competitiveness.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

GLD is drawing attention after a sharp gold selloff tied in community discussion to hotter-than-expected inflation, rising Treasury yields and a stronger dollar, which have revived expectations of tighter Fed policy and weighed on non-yielding bullion. Traders are split between calling the decline a buying opportunity or expecting more downside, with some arguing longer-term demand for gold remains supportive.

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

Ondas quarterly results beat expectations, with higher revenue guidance, a larger backlog and an earlier adjusted EBITDA break-even timeline driving bullish reactions. The stocks weak response has sharpened debate over compressed gross margins, cash burn and dilution, while some traders blame short selling or broader market pressure.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobiles Blacklift rocket unveiling and plans to bring launch capability in-house are driving discussion, with bulls seeing a way to reduce reliance on outside launch providers. Skeptics question the rockets timeline, added spending and execution risk while BlueBird deployments and commercial service remain delayed; traders also point to elevated short interest.

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12 Information Technology Stocks Moving In Tuesday's Intraday Session

Gainers

Parabolic Technologies (NASDAQ:PARA) stock increased by 153.2% to $4.28 during Tuesday's regular session.
Hub Cyber Security (NASDAQ:HUBC) shares increased by 40.6% to $0.12.
Braiin (NASDAQ:BRAI) sharesread more...

National CineMedia (NCMI) Reports Q2 Loss, Lags Revenue Estimates

National CineMedia (NCMI) delivered earnings and revenue surprises of -11.11% and -3.31%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Warner Bros. Discovery Q2 Earnings Beat Estimates, Revenues Rise Y/Y

WBD's second-quarter 2025 results reflect improvement in Distribution and Content revenues, offset by sluggishness in ad revenues.

Paramount, Apple, Lucid, Lyft, Nvidia: What Sparked Heavy After-Hours Trading In These 5 Stocks?

Equity

The Tim Cook-led company upped the ante by committing an incremental $100 billion toward bringing manufacturing onshore amid President Donald Trump’s threat of 100% tariffs on chip imports. 


After Stephen Colbert, Trump Goes After 'CBS Mornings' Co-Host: 'Gayle King's Career Is Over'

In recent days, Trump has also stepped up attacks on primetime talk show hosts Jimmy Kimmel and Jimmy Fallon.


Paramount Names David Ellison CEO Following Merger With Skydance

Under Ellison’s leadership, Skydance released films like ‘Top Gun: Maverick,’ ‘Mission Impossible: Dead Reckoning’ (Parts 1 and 2), and ‘World War Z,’ among others.

Paramount Global Q2 Earnings Beat Estimates, Revenues Rise Y/Y

PARA tops Q2 earnings estimates with strong DTC growth, rising revenues, and blockbuster box office returns.

Paramount Global-B (PARA) Reports Q2 Earnings: What Key Metrics Have to Say

The headline numbers for Paramount Global-B (PARA) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Paramount Global-B (PARA) Surpasses Q2 Earnings Estimates

Paramount Global-B (PARA) delivered earnings and revenue surprises of +12.20% and -0.22%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

Trump Denies Role In Colbert’s CBS Exit, Renews Attacks On Kimmel And Fallon: ‘Who Will Go First?

“Colbert became a victim to himself, the other two will follow," the president said.


Parabolic Technologies, Inc. engages in the provision of data-driven marketing and sales solutions. It provides AI-enabled marketing and sales solutions for businesses of all sizes. The company was founded by Joseph Davy and Roland A. Linteau in 2016 and is headquartered in Bainbridge Island, WA.

Parabolic Technologies Inc. - Ordinary Shares - Class A

Extremely Bullish Sentiment

Apple stock’s resurgence,&nbsp;driven by reports of additional investment in U.S. manufacturing, set in motion a rally on Wall Street. The optimism was despite an earnings-led slump in two artificial intelligence-leveraged stocks, namely AMD (AMD) and Super Micro Computer (SMCI).The Tim Cook-led company upped the ante by committing an incremental $100 billion toward bringing manufacturing onshore amid President Donald Trump’s threat of 100% tariffs on chip imports.&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://finance.yahoo.com/quote/PARA/">Paramount (PARA)</a>After-hours move: +1.18%Trading volume: 29.11 millionParamount Global stock saw brisk trading volume ahead of the Aug. 7 timeline for the closure of the media conglomerate’s merger with Skydance. Skydance CEO David Ellison will lead the combined company. Trading in the Class A and Class B shares will be halted post the consummation of the deal. Paramount Skydance Class B shares are expected to be listed on the Nasdaq under the ticker symbol PSKY.&nbsp;Paramount shareholders were given the choice to receive cash or stock, and those electing to hold onto the shares would be issued 1.5333 shares of PSKY for each Paramount Global stock they hold.On Stocktwits, sentiment toward Paramount stock&nbsp;remained ‘bullish,’ and message volume remained ‘high.’<a href="https://stocktwits.com/symbol/AAPL">Apple (AAPL)</a>After-hours move: +2.82%Trading volume: 12.29 millionApple shares climbed over 5% in Wednesday’s regular session. They rose further in extended trading after the company confirmed via a press release the additional $100 billion it committed to expand manufacturing in the U.S.&nbsp;CEO Tim Cook met with President Donald Trump earlier in the day to discuss the additional investment.&nbsp;The company has decided to invest in its supply chain partners who have onshore manufacturing bases, including TSMC (TSM), Samsung, and Corning (GLW).On Stocktwits, retail sentiment toward Apple stock stayed ‘extremely bullish’ and the message volume also remained ‘extremely high.’Apple shares are down about 14.5% this year.<a href="https://stocktwits.com/symbol/LCID">Lucid Group (LCID)</a>After-hours move: +1.14%Trading volume: 10.1 millionLucid stock, which fell nearly 10% on Wednesday in reaction to the premium electric-vehicle (EV) maker’s second-quarter results, rebounded in the extended session. Since then, overnight, the stock has trimmed its gains.The EV maker reported lackluster results and also toned down its 2025 production guidance amid industry-wide and geopolitical challenges.Retail sentiment toward Lucid stock continued to be ‘bearish,’ with the sour mood accompanied by ‘normal’ message volume.The stock is down nearly 28% for the year.<a href="https://stocktwits.com/symbol/LYFT">Lyft (LYFT)</a>After-hours move: -3.93%Trading volume: 9.39 millionRide-hailing service Lyft fell 3.58% on Wednesday, defying the broader market strength, and extended its losses in the overnight session.The weakness can be traced back to its second-quarter print, which showed a revenue miss amid intensifying competition. The bottom-line results, however, exceeded expectations.Retail investors, however, became more optimistic about Lyft stock, harboring an ‘extremely bullish’ sentiment, and the message volume was also ‘extremely high.’The stock is up 8.5% year-to-date.<a href="https://stocktwits.com/symbol/NVDA">Nvidia (NVDA)</a>After-hours move: +0.59%Trading volume: 8.59 millionNvidia stock has continued to feature in the most actively traded list in extended hours. After rising by 0.65% on Wednesday compared to the Nasdaq 100’s 1.29% jump, the shares of artificial intelligence (AI) chip maker have seen incremental gains in the overnight session.Retail traders’ mood toward the stock stayed ‘bullish’ by late Wednesday, but the message volume dipped to ‘normal’ levels.Nvidia shares have soared over 33% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-cheers-billions-of-dollars-flowing-into-us-as-tariffs-finally-kick-in/chrlwhORddB">Trump Cheers ‘Billions Of Dollars’ Flowing Into US As Tariffs Finally Kick In, Flags One Big Threat That Can Stop ‘America’s Greatness’</a>

 Traders work on the floor of the New York Stock Exchange (NYSE) on July 07, 2025, in New York City. Most major markets were down in morning trading as investors showed concern about Donald Trump's tariff policy. 

The Tim Cook-led company upped the ante by committing an incremental $100 billion toward bringing manufacturing onshore amid President Donald Trump’s threat of 100% tariffs on chip imports. 

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Lucid Group Inc

Lyft Inc

Nvidia ($NVDA) is moving lower after Jensen Huang resigned as CEO. Are you buying the dip?

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) is moving lower after Jensen Huang resigned as CEO. Are you buying the dip?

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