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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 acknowledged affair with a businesswoman reportedly suspected of ties to Chinese intelligence, and Nvidias board investigation into related concerns, are weighing on shares. Traders disagree on whether the episode threatens leadership and investor confidence or is an overreaction with little impact on Nvidias AI-chip business; dip-buying and bearish calls are both prominent.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs stronger-than-expected Q3 results and raised full-year revenue outlook are driving attention, with traders also pointing to record backlog and demand for its quantum systems. Bulls welcome the growth and commercial momentum, while skeptics question cash burn, acquisition-driven revenue, and dilution.

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

Hims Q3 earnings are in focus after a sharp selloff, with traders weighing the impact of its Eli Lilly deal to offer branded obesity drugs on the platform. Bulls see expanded GLP-1 access as a growth opportunity, while skeptics worry the shift from compounded products could pressure margins; claims of leaked results remain speculation.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candels positive Phase 3 prostate cancer results and planned CAN-2409 BLA filing are the main focus, with recent SITC immune-profiling and viral-shedding data drawing added attention to the program. Bulls see the data and filing as potential catalysts, while skeptics question the timeline, financing needs and managements transparency.

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

Trade Desk shares are surging ahead of its Q3 earnings report, with traders attributing the move to short covering and speculating about a possible earnings leak, though no leak is confirmed. The rally is contentious: some expect a turnaround or squeeze, while others fear the report and outlook will disappoint after weakening growth.

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-Two is drawing attention ahead of its earnings report and the scheduled GTA VI launch, with traders focused on preorder demand, managements outlook and the games potential for ongoing online revenue. Many expect the blockbuster to drive growth, while others argue its success is already priced in and the shares may need concrete sales results to move higher.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Fireflys engine, technology-licensing and engineering agreement with AST SpaceMobile for its planned Blacklift rocket, alongside NASAs CLPS 2 selection, is driving attention. Traders see the deal as validation and a boost to Fireflys backlog, while debating execution, the stock component of the agreement and funding risks ahead of earnings.

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

CAPR is drawing attention ahead of the FDAs decision on deramiocel for Duchenne muscular dystrophy, with traders focused on whether the amended applications HOPE-3 upper-limb data will support approval; the trial investigators support letter is a bullish talking point, while the earlier advisory-panel vote concerned the cardiac indication. Sentiment is largely optimistic, with calls and short-squeeze potential frequently discussed, but traders also acknowledge the binary risk of a rejection or another delay.

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 sharp rebound is being linked to Oppenheimers upgrade and Google Clouds use of AMD EPYC processors in its AI infrastructure, while traders also see Nvidias CEO investigation as a reason for money to rotate toward AMD. Bulls view the companys data-center momentum and rival-related headlines as supportive, while skeptics warn the move may be a volatile bounce after the recent semiconductor selloff.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys QNX and Valeo collaboration on a production-ready smart-camera platform, with design wins at multiple Chinese automakers, is driving attention. Many traders view it as evidence of expanding QNX adoption in automotive and a growth catalyst, while skeptics question how quickly wins will translate into meaningful revenue.

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Poppi founders look to disrupt hydration market with new electrolyte drink

The husband-and-wife duo behind Poppi is taking on another corner of the beverage industry, launching a new hydration brand after selling their prebiotic soda company to PepsiCo for nearly $2 billion.Allison and Stephen Ellsworth are investing $2.5 million of their own money into Jetty, a new...

Poppi founders are going after PepsiCo's Gatorade with new beverage startup Jetty

Poppi founders Allison and Stephen Ellsworth are launching Jetty, a hydration brand selling bottled drinks and powders at Whole Foods, Target and Amazon...

3 Dividend Stocks I'd Buy With $5,000 Before the End of November

Key Points$5,000 split equally among PepsiCo, Hershey, and Home Depot would pay about $176 a year in dividends...

PepsiCo Secures Renewal Across Select KFC International Markets

PepsiCo Secures Renewal Across Select KFC International Markets PepsiCo Secures Renewal Across Select KFC International MarketsPR NewswirePURCHASE, N.Y., Nov. 6, 2026 Renewed partnership builds on decades of collaboration and positions PepsiCo to help modernize KFC's beverage and culinary offerings...

PepsiCo Jumps 15.1% in a Month as Investors Weigh What Comes Next

PEP shares surge 15.1% in a month as strong international growth and a valuation discount face North American margin pressures and a weaker earnings outlook.

Is PepsiCo a Buy or a Wait as Value Clashes With Slower EPS Growth?

PEP's discounted valuation and strong international growth attract attention, but sluggish EPS growth, debt and North American margin pressures favor caution.

PepsiCo Lowers 2026 EPS Outlook as North America Pressures Margins

PEP cuts its 2026 EPS growth outlook as North American margin pressures persist, while strong international growth and productivity savings offer support.

Can Coca-Cola Keep Expanding Margins While Investing More?

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Investors Heavily Search PepsiCo, Inc. (PEP): Here is What You Need to Know

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Can PepsiCo's Snack Pricing Strategy Drive Volume Growth?

PEP's snack pricing and affordability actions are fueling volume gains and stronger consumer demand, while rising costs and margin pressures remain challenging.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: PepsiCo Foods North America (PFNA), PepsiCo Beverages North America (PBNA), International Beverages Franchise (IB Franchise), Europe, Middle East and Africa (EMEA), Latin America Foods (LatAm Foods), and Asia Pacific Foods. The PFNA segment refers to the food businesses in the United States and Canada. The PBNA segment includes beverage businesses in the United States and Canada. The IB Franchise segment involves the international franchise beverage businesses, as well as the SodaStream business. The EMEA segment pertains to food businesses and beverage businesses with company-owned bottlers in Europe, the Middle East, and Africa. The LatAm Foods segment consists of food businesses in Latin America. The Asia Pacific Foods segment is associated in food businesses in Asia Pacific, including China, Australia and New Zealand, as well as India. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

Coca-Cola Vs. PepsiCo: Which Beverage Giant Offers Stronger Upside After Q3 Earnings?  

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Coca-Cola’s Q3 revenue rose 7% to $13.4 billion, beating estimates, while comparable EPS increased to $0.91.&nbsp;</li><li>Despite beating Q3 earnings estimates, PepsiCo lowered its 2026 core EPS outlook.</li><li>According to Koyfin data, PEP trades at a lower valuation compared to KO.&nbsp;&nbsp;</li></ul>Coca-Cola (KO) stock may get a boost from strong fiscal third-quarter (Q3) results and a new KFC deal, while PepsiCo (PEP) faces earnings headwinds and growth concerns. But with PepsiCo trading at a steep discount and offering a higher dividend, Wall Street sees a potential turnaround opportunity.&nbsp;<a href="https://stocktwits.com/symbol/KO">Coca-Cola stock</a> inched 0.5% lower in Wednesday’s premarket, while&nbsp;<a href="https://stocktwits.com/symbol/PEP">PepsiCo stock</a> traded down nearly 1%.<h2 class="st-heading-2">Coca-Cola Gains Momentum As PepsiCo Faces Growth Challenges&nbsp;</h2>For decades, the battle between Coca-Cola and PepsiCo was defined by predictable, steady growth across North American retail and fountain channels. However, Q3 earnings performance signaled a widening operational divide between the two soft-drink giants.&nbsp;Coca-Cola’s Q3&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coca-cola-raises-fy-2026-outlook-ceo-cites-sustained-momentum-after-q3-earnings-beat/cZUeJfIRBCO">revenue</a> rose 7% year-on-year to $13.4 billion, beating analysts’ estimate of $12.92 billion, according to Fiscal.ai. Comparable earnings per share increased 11% to $0.91, above expectations of $0.88. Global sales volume grew 5%, led by India, China, Mexico and Brazil. Coca-Cola Zero Sugar volume jumped 16%, while its main Coca-Cola brand grew 5%. In North America, sales volume remained flat as growth in Coca-Cola drinks was offset by lower sales of water, sports drinks, coffee and tea.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_28_3ff544d52c.png" alt="fiscal-ai-chart-export (28).png" width="1400" height="1000"></figure>Meanwhile, though PepsiCo’s Q3 earnings beat estimates, it lowered its 2026 earnings growth forecast, expecting core earnings per share to rise 1%-2%, down from a prior outlook of 4%-6%. The company now expects core EPS growth of 2.5%-3.5%, down from 5%-7%.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_29_e735522a84.png" alt="fiscal-ai-chart-export (29).png" width="1400" height="1000"></figure>Additionally, KFC, owned by Yum! Brands (YUM), announced that it will switch to Coca-Cola beverages across the U.S. starting in January 2027. The move ends PepsiCo’s decades-long role as KFC’s exclusive U.S. beverage supplier. Coca-Cola products are expected to reach all U.S. KFC locations by spring 2027, giving it access to new customers and helping strengthen its presence in the fast-food industry.&nbsp;<h2 class="st-heading-2">PEP, KO Stocks: Wall Street Analysis&nbsp;</h2>Morningstar analyst Kristoffer Inton said Coca-Cola stock’s rally this year leaves limited room for further gains, while rival PepsiCo I could offer investors a more attractive opportunity.Inton attributed Coca-Cola’s Q3 results to its brand strength, demand for lower-cost options, zero-sugar products and effective execution in local markets. Prices increased 4%, although changes in geographic and product-category mix created a 3% drag.Coca-Cola’s gross margin improved by 170 basis points, outpacing the increase in its comparable operating margin. Higher marketing spending contributed to the difference. The firm said it saw few major surprises in the results. The stock has gained more than 30% year to date, leading the analyst to consider it slightly overvalued, with investors seemingly expecting near-perfect execution.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261028_045235859_51af61600b.png" alt="koyfin_20261028_045235859.png" width="2400" height="1240"></figure>Morningstar sees greater growth potential in PepsiCo, saying investors may be undervaluing its leading snacks business. The analyst expects new products and a stronger focus on affordable prices to help the company grow its annual revenue by around 4% to 6% over the next 10 years.&nbsp;According to Koyfin data, Coca-Cola has a higher valuation, with a price-to-earnings ratio (P/E) of 26.3x. This reflects its strong business performance, asset-light bottling model, and growing market share. PepsiCo is cheaper, trading at a 15.8x P/E, and offers a higher dividend yield of about 3.4%.&nbsp;Among 24 analysts covering PEP stock, 23 rate the stock either a ‘Buy’ or ‘Hold’ with a price target of $141.59, implying a 6% upside from the stock’s last close. For KO, 24 analysts out of 25 rate it either a ‘Buy’ or ‘Hold’ with a price target of $95.63, implying a 4% upside.&nbsp;<h2 class="st-heading-2">KO, PEP Stocks: Retail View&nbsp;</h2>On Stocktwits, retail sentiment around KO stock remained ‘bullish’, while sentiment around PEP stock remained ‘bearish’.&nbsp;&nbsp;KO stock has gained 29% over the past twelve months, while PEP stock has declined 11%.&nbsp;Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bbai-stock-drops-overnight-retail-shrugs-off-big-bear-s-profit-concerns-focused-on-growth/cZU9IowRB6k">BBAI Stock Drops Overnight: Retail Shrugs Off BigBear's Profit Concerns, Focused On 'Growth'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Coca cola logo is seen displayed on a smartphone with a Pepsico logo in the background

Coca-Cola (KO) stock may get a boost from strong fiscal third-quarter (Q3) results and a new KFC deal, while PepsiCo (PEP) faces earnings headwinds and growth concerns. But with PepsiCo trading at a steep discount and offering a higher dividend, Wall Stre

KO Vs. PEP: Which Beverage Giant Offers Stronger Upside After Q3 Earnings? 

Morningstar favors PepsiCo’s recovery potential, citing its cheaper valuation.


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