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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 is caught in a sharp AI and semiconductor selloff as traders worry that election-driven resistance to data-center construction could slow infrastructure spending and chip demand. The community is divided between viewing the move as an overreaction to political uncertainty, with AI demand still intact, and seeing it as a broader repricing of an overheated AI trade and its financing risks.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IRENs quarterly results and conference call are driving discussion: traders point to rapid AI-cloud growth, a larger backlog and new customer contracts, while the rollout of its contracted revenue target has slipped and substantial capital needs remain. The reaction is divided, with bulls emphasizing demand and execution and bears focused on debt, funding and delivery risk amid a sharp selloff in AI-infrastructure stocks.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings Q3 results missed expectations and the company cut its full-year outlook, prompting a sharp selloff and criticism of management. Traders are debating whether heavy investment in its Predictions business and promotional spending can drive future growth or are weighing on profitability, while some remain bullish on customer growth and the platforms potential.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOIs earnings-driven selloff dominates discussion: despite strong revenue and EPS growth, traders focused on fourth-quarter revenue guidance below expectations and delays to U.S. capacity expansion, alongside broader weakness in AI-linked stocks. Bulls view the decline as an overreaction given data-center demand and a new hyperscaler agreement, while bears question execution, margins and the growth outlook.

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 broad semiconductor and AI-stock selloff as traders worry that political uncertainty and possible data-center restrictions could slow AI infrastructure spending; forced selling and market-wide weakness appear to have intensified the drop. The community is split between calling the move an overreaction and buying on valuation and continued memory demand, and warning that the decline may deepen if AI spending expectations weaken.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

A sharp semiconductor selloff has focused attention on fears that post-election opposition or regulation could slow data-center construction and weaken AI chipmakers capital-spending outlook; traders also cite crowded positioning and possible forced selling. The community is split between warnings that AI spending and returns may disappoint and dip buyers who view the decline as an overreaction to still-strong demand.

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

AMD is drawing attention after plunging with semiconductor and AI-infrastructure stocks as traders reassess whether election-related scrutiny of data centers could slow construction and chip spending. The community is split between viewing the selloff as an overreaction while AI demand remains strong and warning that slower investment or an unwind of the AI trade could keep pressure on shares.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is caught in a sharp semiconductor selloff as traders worry that election results and calls for AI regulation could slow data-center expansion and weaken demand expectations. The community is split between fears of further forced selling and views that the decline is an overreaction because memory demand and company fundamentals remain strong.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELH is drawing attention after reporting better-than-expected third-quarter results, with Alani Nu growth lifting the portfolio while the flagship Celsius brand declined. Traders welcomed the earnings beat but debated whether core-brand weakness and margin pressure could limit the upside, with some attributing the muted share reaction to broader market weakness.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP is drawing attention amid a steep decline alongside the broader rare-earth and critical-minerals sector, despite traders highlighting a quarterly earnings beat, expected GM magnet deliveries, and strong demand for domestic supply. The community is split between frustration over the selloff and concerns about execution, profitability, and China-related uncertainty, versus long-term optimism about MPs strategic position and government support.

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Cars.com (CARS) Q3 Earnings Surpass Estimates

Cars.com (CARS) delivered earnings and revenue surprises of +5.46% and -0.52%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

PetMed Express (PETS) Q1 2027 Earnings Call Transcript

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Image source: The Mo...

PetMed Express Q1 Earnings Miss Estimates, Sales Decline Y/Y

PETS' fiscal first-quarter 2027 sales decline year over year, but lower costs, stronger recurring sales and new partnerships offer signs of progress.

PetMed (PETS) Reports Q1 Loss, Misses Revenue Estimates

PetMed (PETS) delivered earnings and revenue surprises of -333.33% and -20.64%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Commerce.com (CMRC) Q2 Earnings Surpass Estimates

Commerce.com (CMRC) delivered earnings and revenue surprises of +100.00% and -0.77%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

eBay (EBAY) Q2 Earnings and Revenues Top Estimates

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Chewy (CHWY) Up 10.1% Since Last Earnings Report: Can It Continue?

Chewy (CHWY) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

SilverCape Investments Announces Revised Proposal To Buy PetMed Express For $3/Share

(RTTNews) - Monday, Singapore-based SilverCape Investments Limited announced a revised proposal to acquire all outstanding shares of PetMed Express, Inc. (PETS) for $3.00 per share in cash...

PETS Q4 Earnings Call Focuses on Turnaround Foundation

PetMed says FY26 reset is working. Its Q4 sales top estimates, margins improve, and it stays independent after $4-$4.25 offers and touts B2B expansion.

PetMed Express (PETS) Q4 2026 Earnings Transcript

PetMed Express, Inc. markets prescription and non-prescription pet medications, health products and supplies for dogs, cats, and horses. The firm provides treatments for allergies, arthritis, anxiety, dermatitis, diabetes, and heartworms. It offers access to a range of non-prescription health and wellness products and Rx food, non-Rx food, and treats. The company was founded in January 1996 and is headquartered in Delray Beach, FL.

Petmed Express, Inc.

Petmed Express Stock Jumps On Buyout Offer From Largest Shareholder SilverCape Investments

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>The pet healthcare provider has been facing declining sales and heightened competition from the likes of Chewy and Amazon for some time.</li><li>It also launched an internal investigation after a whistleblower complaint regarding the timing of revenue recognition and specific autoship orders.</li><li>SilverCape holds a 12.28% stake in the company.</li></ul>Petmed Express (PETS) stock jumped over 51% in early trading on Thursday after its largest shareholder, SilverCape Investments, sent a non-binding proposal to buy the company for $4 per share in cash."We believe the company would be best positioned as a private company, and we are prepared to attribute significant value to the Company’s brand and licenses, and to work with the current leadership team to execute on a transaction to leverage these assets," SilverCape Managing Director Peter Kennedy said in a letter.The company said the deal would be funded with cash on hand at SilverCape and would not be subject to any financing conditions or contingencies. SilverCape holds a 12.28% stake in the company.<h2 class="st-heading-2">Offer Comes Amid Recent Troubles</h2>The pet healthcare provider has been facing declining sales and heightened competition from the likes of Chewy and Amazon for some time. It has also curbed marketing spend, which has affected its capabilities to add new users. &nbsp;It also launched an internal investigation after a whistleblower complaint regarding the timing of revenue recognition and specific autoship orders. The firm later stated that its fiscal 2023 and 2024 earnings could not be relied upon, which eventually led to the ouster of both the company’s CEO and CFO.<h2 class="st-heading-2">What Are Stocktwits Users Thinking?</h2>Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/PETS">Petmed</a> was in the ‘extremely bullish’ territory at the time of writing.“Audit mess + lawsuits, but someone wants to buy the entire company anyway. Expect volatility,” one user wrote.<stembedurl>https://stocktwits.com/BlinkyKai/message/638844510</stembedurl>Petmed stock has fallen by over 47% this year.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/why-is-planet-labs-stock-rising-today/cLIxQWkREn0">Why Is Planet Labs Stock Rising Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 The company said the deal would be funded with cash on hand at SilverCape and would not be subject to any financing conditions or contingencies. 

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$PETS probably the worst mismanaged public company I've seen, wrt investor interests. ZERO accountability.

Bob Jenkins

$PETS
Matt Hullet – walked away with millions. 
Sandra Campos – walked away with millions.
Leslie Campbell – walked away with millions.
Shareholders – lost $500 million over the past five years. ￼

Errorsmith

$PETS 4 years ago their EPS was higher than today’s stock price. The annual dividend was almost as big as today’s stock price too. Epic obliteration of shareholder value.

$PETS need to announce completion of sale leaseback, with buyback authorization and improvement in losses.

$PETS how is it acceptable to not address the rejected BO offers and now almost 30% of price ar 14 RSI. Im starting to think something is going on under the table.

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PETS Petmed Express, Inc.

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