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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weak fourth-quarter outlook, citing PC-market softness and manufacturing constraints, overshadowed its quarterly results and prompted analyst downgrades, driving a steep selloff. Traders are split between calling the drop an overreaction and buying the dip, and expecting further downside as the outlook and turnaround remain concerns.

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 drawing attention after a sharp selloff despite an earnings beat, higher guidance and a planned 8-for-1 split, amid broader weakness in tech and memory stocks. Traders are split between viewing the drop as an overreaction to strong AI-related demand and warning that slowing growth and possibly peaking memory prices point to a cyclical earnings risk.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits sharp post-earnings selloff centers on weaker-than-expected user growth and fourth-quarter guidance, alongside falling Google search referrals and plans to test a logged-in-only experience. Traders are split between viewing these as serious threats to traffic and advertising growth and calling the reaction an overdone response to an otherwise strong quarter.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a broad tech selloff, with traders pointing to Amazons heavy AI spending and cash-flow concerns alongside Intels weak outlook as signs that investors are scrutinizing the returns on AI investment. The conversation is largely bearish, though some traders see the decline as an oversold pullback and are watching for a rebound.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff, fueled by Intels weak outlook and softness across tech after earnings, is weighing on SOXL; the funds 3x leverage magnifies the move. Traders are split between warning that the AI and chip trade may be breaking down and viewing the plunge as an oversold buying opportunity.

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 broader AI and tech sell-off following Amazon and Intel results, as investors question whether heavy data-center spending will generate adequate returns. Traders are also debating reports that Nvidia may guarantee financing for an Nscale facility serving Anthropic: bears see added circular-financing risk, while bulls view ongoing infrastructure spending as support for chip demand and treat the drop as a buying opportunity.

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 caught in a broader tech and semiconductor selloff, with traders pointing to Intels weak outlook and concerns about AI spending and stretched valuations. Some see the decline as sector-driven and an opportunity ahead of AMDs earnings, while others fear further downside and question the AI trade.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

Concerns about DefenCaths commercial outlook are driving the discussion: traders cite DaVitas warning that its post-TDAPA reimbursement contribution could decline and Fresenius data showing no significant difference in bloodstream-infection outcomes versus ClearGuard. Bears see pressure on adoption and revenue, while bulls argue the reimbursement estimates are preliminary and the retrospective study does not prove the products are equivalent.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A sharp, tech-led market selloff amid concerns about big techs AI spending and returns after Amazon and Intel results has driven SPY discussion. Traders are split between expecting further downside and looking for a bounce, while oil and geopolitical concerns and midterm uncertainty add to caution.

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

A sharp selloff across AI-infrastructure and optical stocks is driving discussion, with traders pointing to broader risk-off pressure and concerns about dilution and capital needs rather than a clearly identified company-specific development. Bulls argue demand for AI data-center optics remains intact and look to upcoming results, while bears warn that financing and customer-concentration risks could prolong the decline.

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Polaris Declares Regular Cash Dividend

Polaris Declares Regular Cash Dividend Polaris Declares Regular Cash DividendPR NewswireMINNEAPOLIS, Oct. 29, 2026 MINNEAPOLIS, Oct. 29, 2026 /PRNewswire/ -- Polaris Inc. (NYSE: PII) announced today that its Board of Directors has declared a regular quarterly cash dividend of $0.68 per share...

Polaris Q3 Earnings: 3 Key Takeaways for Long-Term Investors

Key PointsPolaris raised EPS guidance for the second quarter in a row...

Boats And RVs Still Break The Bank. Citi Reveals Which Leisure Vehicles Are Becoming More Affordable

Boats And RVs Still Break The Bank. Citi Reveals Which Leisure Vehicles Are Becoming More Affordable

 Citi analysts examined recreational vehicles and boats and found that high prices and elevated financing costs are keeping much of the market under pressure. There's some good news...

Polaris (PII) Q3 2026 Earnings Call Transcript

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Polaris Inc (PII) Reports Q3 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for Polaris Inc (PII) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Polaris Inc (PII) Surpasses Q3 Earnings and Revenue Estimates

Polaris Inc (PII) delivered earnings and revenue surprises of +74.19% and +6.59%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Polaris Reports Net Income In Q3; Increases 2026 Guidance

(RTTNews) - Polaris Inc. (PII) reported third quarter net income attributable to Polaris of $38 million, or $0.66 per diluted share, compared to a net loss attributable to Polaris of $16 million, or $0.28 net loss per diluted share in the third quarter of 2025. Adjusted net incom...

Polaris Inc. Third Quarter 2026 Financial Results Available on Company's Website

Polaris Inc. Third Quarter 2026 Financial Results Available on Company's Website Polaris Inc. Third Quarter 2026 Financial Results Available on Company's WebsitePR NewswireMINNEAPOLIS, Oct. 27, 2026 MINNEAPOLIS, Oct. 27, 2026 /PRNewswire/ -- Polaris Inc. (NYSE: PII) reported third quarter 2026...

POLARIS SIGNS OFF-ROAD CHAMPION KYLE CHANEY TO MULTI-YEAR RACING AGREEMENT WITH RZR FACTORY RACING

POLARIS SIGNS OFF-ROAD CHAMPION KYLE CHANEY TO MULTI-YEAR RACING AGREEMENT WITH RZR FACTORY RACING POLARIS SIGNS OFF-ROAD CHAMPION KYLE CHANEY TO MULTI-YEAR RACING AGREEMENT WITH RZR FACTORY RACINGPR NewswireMINNEAPOLIS, Oct. 26, 2026 Multi-Discipline Champion Joins RZR Factory Racing, Featuring...

Polaris Expands Call of Duty Collaboration as Polaris DAGOR Joins Modern Warfare 4

Polaris Expands Call of Duty Collaboration as Polaris DAGOR Joins Modern Warfare 4 Polaris Expands Call of Duty Collaboration as Polaris DAGOR Joins Modern Warfare 4PR NewswireMINNEAPOLIS, Oct. 23, 2026 Longstanding collaboration continues to bridge real-world Polaris performance with one of...

• Reported GAAP EPS of $1.08 up 163.41% YoY
• Reported revenue of $2.04B up 11.09% YoY
• Polaris raised 2026 adjusted sales guidance to $7.55B-$7.6B from $7.3B-$7.5B and adjusted EPS to $3.50-$3.60 from $3.00-$3.10, including approximately $1.09 from tariff refunds recorded during the second and third quarters.

Polaris reported lower international and Aixam & Goupil sales, recorded $24.6M in litigation-related expenses, and identified consumer-demand uncertainty, competitor offerings and pricing, input costs, and supply-chain disruptions as risks.

Polaris recorded sales growth and market-share gains in Powersports and Marine, improved adjusted gross margin through positive net price and operational efficiencies, and raised FY2026 adjusted sales and EPS guidance.

Polaris Inc. engages in designing, engineering, manufacturing, and marketing power sports vehicles. It operates through the following segments: Off Road, On Road, and Marine. The Off Road segment includes off-road vehicles (ORV) and snowmobiles. The On Road segment is involved in the design and manufacture of motorcycles, moto-roadsters, light duty hauling, and passenger vehicles. The Marine segment focuses on the design and manufacture of boats. The company was founded by Edgar E. Hetteen, Allan Hetten, and David E. Johnson in 1954 and is headquartered in Medina, MN.

Polaris Inc

PII Stock Sees Biggest Intraday Gains In 9 Months – Polaris Reaffirms FY2026 Guidance After Rival BRP Suspends Outlook

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<ul class="summary-bullets"><li>Polaris projected FY2026 sales growth of 1% to 3% compared to FY2025.</li><li>The company expects to turn profitable in FY2026 and guided earnings of $1.5 to $1.6 per share.</li><li>Earlier, BRP estimated the tariffs could add more than $500 million in costs for the rest of 2026.</li></ul>Shares of Polaris Inc (PII) jumped around 15% on Thursday, recording their biggest intraday gains since July 29, 2025, after the firm said recent tariff changes on materials like steel and aluminum are not expected to materially impact its full-year 2026 outlook.PII shares fell nearly 17% on Wednesday after rival BRP Inc. (DOO) <a href="https://stocktwits.com/news-articles/markets/equity/why-is-pii-stock-down-11-percent-today/cZJtjbURIwS">suspended</a> its fiscal 2027 guidance, citing uncertainty around changes in U.S. tariffs on materials. Polaris and BRP operate competing businesses, targeting the same customer base across segments such as off-road vehicles and snowmobiles.Meanwhile, retail sentiment surrounding PII on Stocktwits remained ‘extremely bullish’ over the past 24 hours, amid ‘extremely high’ message volumes.<h2 class="st-heading-2">FY2026 Revenue Could Grow 3%&nbsp;&nbsp;</h2>During its fiscal 2025 presentation in January, the company projected 2026 sales growth of 1% to 3% compared to 2025. It also expects adjusted diluted earnings per share to range between $1.50 and $1.60. Polaris had posted a revenue of $7.15 billion and a loss of $5.34 per share for the full year 2025.The company said it maintains a robust domestic manufacturing footprint, with facilities in Alabama, Indiana, and Minnesota, and has strong relationships with U.S.-based suppliers.Polaris will report its first-quarter (Q1) earnings on April 28.<h2 class="st-heading-2">Changes To US Tariff Policy</h2>Earlier this month, President Donald Trump introduced changes to U.S. tariff policy on steel, aluminum, and copper, expanding duties to cover the entire value of imported goods. The revised framework keeps a 50% tariff on these raw materials.Following the change, BRP said the new structure results in a 25% tariff on the full value of imported snowmobiles and most off-road vehicles, replacing the earlier system that applied a higher rate only to the metal content.The company estimated the tariffs could add more than $500 million in costs for the rest of 2026, though it is exploring measures to reduce the financial impact.PII shares are down 16% so far this year, while DOO has fallen around 24%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Polaris logo is seen in Tbilisi, Georgia on September 23, 2025. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

The company said that recent tariff changes on materials such as steel and aluminum are not expected to materially impact its full-year 2026 outlook.

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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.

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Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$0.41	--	--	N/A
Q3 '26	$0.59	$1.08	82.00%	BEAT
Q2 '26	$0.75	$1.97	160.93%	BEAT
Q1 '26	-$0.31	$0.13	141.33%	BEAT
Q4 '25	$0.04	$0.08	81.55%	BEAT

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PII Earnings

Latest Earnings Results: Q3 '26

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