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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

Fears that a Democrat-controlled Congress could tighten AI and data-center rules, slowing infrastructure spending, are weighing on Nvidia alongside broader semiconductor weakness. Traders are split between concerns about a prolonged buildout slowdown and dip-buyers who argue AI demand will persist and the political fears are overstated.

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

Democratic wins in key data-center states have fueled concerns that tighter permitting could slow AI infrastructure construction, weighing on Micron and other semiconductor stocks. Traders disagree on whether the risk threatens future memory demand and pricing or is an overreaction, with some also pointing to fears that the memory cycle is nearing a peak.

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 is being tied by traders to concerns that Democratic election gains could bring tighter oversight or delays for U.S. data-center construction, threatening the AI and memory growth outlook. The community is divided between expecting further declines amid uncertainty over the buildout and memory-cycle risks, and viewing the drop as an overreaction given strong earnings, constrained memory supply, and continued AI demand.

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. 

Fears that Democratic election gains could slow U.S. data-center permitting and AI infrastructure expansion dominate discussion around Nebiuss selloff. Bulls argue its global footprint and limited Texas exposure reduce the risk, while bears remain concerned about regulatory friction and delayed capacity across the neocloud sector.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells proposed all-stock acquisition of Lumentum is dominating discussion as shares sell off, with traders citing dilution, the deals price and long approval process as risks. Some see the combination as a strategic expansion into optical connectivity for AI data centers, while broader concerns about semiconductor valuations and data-center investment add to the pressure.

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

Super Micros strong earnings and raised outlook have been overshadowed by a sharp selloff, prompting traders to debate whether margin pressure, reliance on one major customer, and fears that election-driven data-center restrictions could slow AI infrastructure spending justify the reaction. Many bullish traders call the decline disconnected from the results, while others question the quality and durability of growth and cash generation.

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

Direxion Daily Semiconductor Bull 3X Shares

Fears that Democratic gains could bring tighter AI and data-center rules are driving discussion of the semiconductor selloff, with SOXLs 3 leverage amplifying the swings. Traders are divided between expecting further downside as the AI trade cools and viewing the drop as an overreaction and a dip-buying opportunity.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins stronger-than-expected quarterly results and upbeat outlook, alongside an expanded share-repurchase authorization, sparked a sharp rebound after a steep decline. Bulls see evidence that growth remains strong, while skeptics warn the rally could fade and cite slower expected growth, higher AI costs, and valuation concerns.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps quarterly report is driving attention, with traders focused on daily active users and revenue falling short of expectations despite stronger profitability and a favorable next-quarter outlook. The selloff has prompted a split between critics worried about user and ad-growth weakness and bulls emphasizing improving cash generation and the companys turnaround progress.

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 strong quarterly results and upbeat data-center-led outlook are the main focus, but traders are frustrated that shares gave back much of their earnings-driven gains. The debate centers on midterm-related concerns about data-center regulation and broader semiconductor weakness, while bulls argue AI demand remains intact.

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Frits Dirk van Paasschen Joins PVH Corp. Board of Directors

PVH Corp. [NYSE: PVH] today announced the appointment of Frits Dirk van Paasschen to its Board of Directors, effective immediately.We are delighted to welcome Frits to PVHs Board of Directors, said Michael Calbert, PVH Board Chair. Throughout his career, he has successfully navigated complex and...

Calvin Klein Launches Icon Cotton Stretch Underwear Campaign Starring Global Football Star Jude Bellingham

Calvin Klein, Inc., part of PVH Corp. [NYSE:PVH], today launches a new campaign celebrating the brands signature Icon Cotton Stretch underwear with global football star Jude Bellingham, marking his debut campaign for the brand. Pairing one of footballs defining talents with Calvin Kleins enduring...

PVH Corp. Declares Quarterly Cash Dividend

PVH Corp. [NYSE:PVH], announced the Executive Committee of the Board of Directors of PVH Corp. declared a quarterly cash dividend of $0.0375 per share payable on December 16, 2026 to stockholders of record on November 25, 2026. About PVH Corp. PVH is one of the worlds largest fashion companies...

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Here's Why PVH (PVH) is a Strong Growth Stock

Calvin Klein, Inc. Appoints Ayub Mohamed as Chief Product Officer

Calvin Klein, Inc., part of PVH Corp. [NYSE: PVH], today announced the appointment of Ayub Mohamed as Chief Product Officer, effective January 25, 2027. Mr. Mohamed will oversee Calvin Kleins global product organization, including design and merchandising, with a focus on advancing and executing a...

Can PVH Leverage Brand Strength and Digital Initiatives to Drive Growth?

PVH Corp.'s powerful Calvin Klein and Tommy Hilfiger brands, digital expansion and AI investments bolster consumer engagement and long-term growth prospects.

PVH Corp. engages in the design and marketing of dress shirts, neckwear, sportswear, jeans wear, intimate apparel, swim products, handbags, footwear, and other related products. It operates through the following segments: Tommy Hilfiger, Calvin Klein, and Heritage Brands. The Tommy Hilfiger segment consists of the Tommy Hilfiger North America and Tommy Hilfiger International. The Calvin Klein segment includes Calvin Klein North America and Calvin Klein International. The Heritage Brands segment focuses on the Heritage Brands Wholesale segment. The company was founded in 1881 and is headquartered in New York, NY.

PVH Corp

Sadie Sink Is Making Calvin Klein Viral — But PVH Stock Isn't Getting The Sydney Sweeney Effect

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<ul class="summary-bullets"><li>Sadie Sink’s “Feel the Fit” campaign is drawing comparisons to Sydney Sweeney’s viral American Eagle campaign, which helped drive sales, engagement, and a major AEO stock rally.</li><li>PVH trades at just 5.9x forward earnings, with analysts seeing roughly 26% upside, but message volumes on Stocktwits have plunged 96% over the past year.</li><li>Wall Street expects EPS of $3.08 on $2.09 billion in revenue Wednesday; PVH has beaten earnings expectations in each of the past four quarters.</li></ul>"Stranger Things" star Sadie Sink is generating buzz for PVH Corp.'s Calvin Klein in a style reminiscent of how Sydney Sweeney made American Eagle Outfitters go viral last year and drove a surge in denim sales. There's just one problem: PVH stock isn't seeing the same kind of pop AEO did from the Sweeney moment, and quarterly earnings are right around the corner.Calvin Klein on Tuesday launched the second installment of its Fall 2026 "Feel the Fit" denim campaign fronted by 24-year-old Sink, who recently starred in Marvel's "Spider-Man: Brand New Day" and received a Tony Award nomination on Broadway. The commercial shows Sink&nbsp;prancing&nbsp;around in Calvin Klein underwear before pulling on a perfectly fitting pair of jeans, with electronics sparking around her, then turning to the camera with the tagline "Feel the fit." Media coverage has described the campaign as "flirty," "bold," and steeped in Y2K nostalgia.The campaign has drawn polarizing reactions. On X, users quickly noted the contrast with Calvin Klein's 2020 Pride ads, which featured diverse body types, LGBTQ+ models, and a body-positive message.&nbsp;<img src="https://news.stocktwits-cdn.com/Sadie_Sink_Calvin_Klein_X_post_01_94bed5673f.png" alt="Sadie Sink Calvin Klein X post 01.png">Side-by-side comparisons circulated widely: some users welcomed what they called the end of the "woke" era, while others connected the pivot to the rise of GLP-1 weight-loss drugs or questioned the commercial implications. Calvin Klein has not commented publicly.<figure class="image"><img src="https://news.stocktwits-cdn.com/Sadie_Sink_Calvin_Klein_X_post_02_f2e2368a37.png" alt="Sadie Sink Calvin Klein X post 02.png" width="1178" height="1000"></figure>The Sydney Sweeney Effect On AEO<figure class="image"><img src="https://news.stocktwits-cdn.com/Getty_Images_2228080321_845f188414.jpg" alt="GettyImages-2228080321.jpg" width="6000" height="4000"><figcaption>Billboards of actress Sydney Sweeney is seen outside of an American Eagle store on August 01, 2025 in New York City. (Photo by Michael M. Santiago/Getty Images)</figcaption></figure>American Eagle's fall 2025 campaign starring Sydney Sweeney set the template. The ads were described as equally provocative and bold and built around the tagline "Sydney Sweeney has great jeans."&nbsp; Its deliberate double meaning sparked great controversy but eventually led to a genuine commercial payoff. AEO&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/american-eagle-stock-rockets-24-after-hours-on-sydney-sweeney-hype-and-q2-sales-beat/chw5pP8RdoQ">saw</a> meaningful gains in sales, customer counts, and online engagement, with President Donald Trump even weighing in to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-praises-american-eagle-sidney-sweeney-ad-stock-soars/chrXVomRdTq">praise</a> the ads while criticizing what he called "woke" campaigns from brands like Jaguar and Budweiser. AEO's stock surged with&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sydney-sweeney-fuels-meme-stock-euphoria-for-american-eagle-outfitters-retail-crowd-piles-in-amid-after-hours-surge/ch8y1ZOR5uX">meme-stock-like</a> energy, and retail trader interest on Stocktwits spiked sharply.The broader trend has been partly attributed to a post-election cultural shift, with conservative fashion sensibilities reasserting themselves. Victoria's Secret has leaned back into its glamorous roots under CEO Hillary Super, abandoning its earlier neutral rebranding in favor of the sensuality and spectacle the brand built its identity on, even changing its ticker from VSCO to VSXY to signal the pivot. The strategy has paid off:&nbsp;<a href="https://stocktwits.com/symbol/VSXY">VSXY</a> has outperformed&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/no-ai-no-problem-5-consumer-stocks-quietly-outperforming-nvidia-this-year/cZY8qSVRJpm">even Nvidia</a> this year on the back of strong earnings and an upbeat outlook.GLP-1 anti-obesity drugs are another factor. As the drugs become more accessible and more U.S. consumers drop sizes and refresh their wardrobes, apparel retailers stand to benefit, with Bernstein&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/04/09/weight-loss-pills-glp-1s-stitch-fix-apparel-retailers.html">estimating</a> the category could see an annual boost of up to $13 billion in consumer spending.So Why Isn't PVH Catching The Wave?PVH generates more revenue than AEO, but the owner of Calvin Klein and Tommy Hilfiger has significantly more exposure to Europe, the Middle East, and Asia — markets that have faced headwinds from the U.S.-Israeli siege on Iran and its broader economic ripple effects. That exposure forced PVH to reaffirm an outlook that missed consensus estimates, even as retailers were already absorbing the impact of Trump's tariff war.<img src="https://news.stocktwits-cdn.com/PVH_Revenue_By_Region_1f46283591.jpg" alt="PVH_Revenue_By_Region.jpg"><img src="https://news.stocktwits-cdn.com/American_Eagle_Revenue_By_Region_825d683670.jpg" alt="American_Eagle_Revenue_By_Region.jpg">Over the past 12 months, PVH stock has lagged&nbsp;<a href="https://stocktwits.com/symbol/AEO">AEO</a>,&nbsp;<a href="https://stocktwits.com/symbol/ANF">Abercrombie &amp; Fitch</a>,&nbsp;<a href="https://stocktwits.com/symbol/GAP">Gap</a>, and other retail peers, as well as the Consumer Discretionary sector (<a href="https://stocktwits.com/symbol/XLY">XLY</a>), in what remains a difficult macro environment.<img src="https://news.stocktwits-cdn.com/koyfin_20260902_110844364_cb4e130995.png" alt="koyfin_20260902_110844364.png">PVH Stock: Are Wall Street And Retail Traders In Sync?On paper, PVH looks attractively valued. The stock trades at a forward price-to-earnings ratio of 5.9x — cheaper than AEO at 9.3x, Gap at 8.7x, and ANF at 11.4x. The consensus among 13 analysts covering the stock is 'Buy,' with an average price target implying roughly 26% upside from current levels.Retail engagement, however, tells a different story. One-year message volumes on Stocktwits have fallen 96% for PVH, and watcher counts have slipped 0.4% — a stark contrast to AEO's 5% follower growth and VSXY's 11% bump over the same period. Sentiment has remained broadly 'bullish,' with recent posts acknowledging the potential GLP-1 tailwind and looking ahead to Wednesday's quarterly results.Last month, JPMorgan flagged "double-digit downside risk" to PVH's fiscal 2028 consensus estimates, citing concerns about in-season wholesale sell-throughs and "choppy" direct-to-consumer store traffic. Extreme heat in Europe, the firm added, is providing an additional drag on the current quarter.Analysts expect earnings per share of $3.08, up from $2.52 a year earlier, with revenue forecast to slip slightly to $2.09 billion from $2.17 billion. PVH has beaten expectations in each of the past four quarters.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gpro-stock-heads-for-best-week-ever-go-pro-targets-a-bigger-future-beyond-cameras-in-defense-and-ai-starman-optical-has-the-resources/cZsAgnGRJue">GPRO Stock Heads For Best Week Ever: GoPro Targets A Bigger Future Beyond Cameras In Defense And AI</a>&nbsp;

Sadie Sink attends the Los Angeles Premiere of Columbia Pictures' "Spider-Man: Brand New Day" at Dolby Theatre on July 27, 2026 in Hollywood, California. (Photo by Axelle/Bauer-Griffin/FilmMagic)

Calvin Klein’s provocative new denim campaign is drawing attention, but PVH heads into Wednesday’s earnings with weak retail engagement, international headwinds, and a stock that has lagged apparel peers.

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