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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 current-quarter outlook, attributed to softer PC demand and manufacturing constraints, overshadowed its quarterly results and triggered a historic selloff, with analyst downgrades adding pressure. Traders are split between viewing the decline as an overreaction and buying opportunity and expecting more downside as they question the companys turnaround.

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

SanDisks sharp selloff despite a strong earnings beat, higher guidance and an announced stock split is driving discussion, with traders pointing to the broader tech and memory-sector pullback and worries that memory pricing and earnings growth may be nearing a cyclical peak. Many see the decline as an overreaction and are buying the dip, while others argue the stock is being repriced for slowing growth and future memory-cycle risks.

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 selloff follows a strong quarterly report that was overshadowed by weaker-than-expected user metrics and revenue guidance, declining Google search referrals, and plans to test a logged-in-only experience. Traders debate whether the reaction is excessive given revenue growth and profitability or whether traffic and login barriers threaten future user growth and ad revenue.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff, amplified by Intels weak outlook and concerns about tech earnings and AI spending, has hit SOXL; traders are split between buying an oversold dip and expecting further downside, with the funds 3x leverage magnifying the volatility.

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.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a tech-led selloff, as traders focus on weak outlooks from major companies and concerns that heavy AI infrastructure spending may not pay off quickly enough. The conversation is broadly bearish, though some traders view the pullback as a buying opportunity and expect a bounce.

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 linking the pressure to Intels weak outlook and renewed concerns about AI spending and stretched valuations. The community is divided over whether Intels struggles could benefit AMD through market-share gains or whether sector-wide risk-off sentiment will dominate ahead of AMDs earnings.

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

Shares are under pressure as traders react to DaVitas preliminary outlook that DefenCaths post-TDAPA reimbursement contribution could fall significantly after the first quarter of 2027, raising concerns about the drugs revenue and adoption outlook. The community is divided: some see DaVitas comments as limited modeling rather than a company-wide forecast and point to CMSs finalized add-on rate, while others want management to clarify the impact and criticize its focus on acquisitions over buybacks.

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

A broad equity selloff, amplified by tech weakness after Amazons AI-spending outlook and Intels forecast disappointed investors, is driving SPY discussion. Traders debate whether this signals a deeper unwind of the AI trade or a pullback to buy, while some also point to oil and geopolitical risks and midterm uncertainty.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

A sharp semiconductor-sector selloff, with traders pointing to Intels weak forward outlook and PC-demand concerns alongside broader tech earnings pressure and worries about AI valuations and spending. The community is split between calling the drop a buying opportunity on persistent AI-chip demand and warning that the correction could deepen.

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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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Image source: The Mo...

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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