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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 surging as investors closely monitor CEO Jensen Huang's inclusion in the high-stakes U.S.-China trade summit, fueling optimism for potential breakthroughs in restricted chip exports to Chinese markets. The community is actively debating the stock's massive rally and future growth potential while dismissing recent short-seller reports as noise against the backdrop of record-breaking institutional demand and upcoming earnings.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending as investors weigh significant AI infrastructure investments against a mixed earnings report, with community sentiment split between skepticism over profitability and bullish hopes driven by a potential breakthrough in trade relations during the Trump-Xi summit.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is surging following a strong earnings report that highlighted a significant re-rating of its AI infrastructure capabilities and record-breaking demand for networking products. The community is actively discussing the stock's massive overnight gain, drawing parallels to the dot-com era while debating if this rally represents a fundamental shift in its role as a key AI plumbing provider.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix is trending as investors react to the company's shift from a pure development story to a commercialization phase, despite lingering concerns over smartphone battery qualification timelines. The community is actively debating the significance of recent leadership appointments and the potential for new revenue streams from smart eyewear and drone applications to offset delays.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy is trending following a massive quarterly revenue surge and the launch of a new joint venture with Cerberus aimed at scaling long-duration energy storage. The community is actively debating the stock's future, highlighting a significant short interest squeeze potential versus concerns over capital dilution and the company's long-term operational execution.

Energy Vault Holdings, Inc. engages in the provision of energy storage solutions. The company was founded in September 2020 and is headquartered in Westlake Village, CA.

Energy Vault Holdings Inc

Energy Vault Holdings is gaining attention as investors weigh the company's expanding backlog and strategic agreements against short-term market volatility and sector-wide sentiment. The community is actively debating the stock's potential to capitalize on the growing demand for AI data center energy infrastructure and grid stability, with many closely watching for upcoming earnings catalysts.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending as a battleground stock, with bullish retail investors banking on a massive short squeeze ahead of earnings, while bears and skeptics argue that AI competition from tools like Anthropic's Claude poses an existential threat to its design-software dominance. The community is deeply polarized, with bulls pointing to heavy institutional loading and high short interest as catalysts for a potential rally, while critics dismiss the company as an overvalued, struggling asset susceptible to technological displacement.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is trending as investors weigh significant insider buying, including a major stake acquisition by the board chair, against continued volatility and concerns regarding credit quality ahead of the upcoming PriceRunner lawsuit verdict. The community remains deeply divided, with many traders attempting to scalp the stock's high volatility while long-term bulls defend its potential for growth following recent strategic partnerships with Google.

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

Intel is currently at the center of intense debate as traders weigh its rapid valuation surge against concerns over persistent institutional selling and its reliance on foundry partnerships. The community remains deeply divided, with bulls pointing to strategic AI collaborations and political backing as indicators of long-term growth, while skeptics warn of an overextended technical setup and potential price corrections.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is seeing increased investor activity driven by the launch of Ford Energy, a new subsidiary focused on battery storage systems for data centers and industrial clients to support surging AI power demands. While some traders are reacting to this strategic pivot as a potential long-term re-rating, community discussion remains divided between those betting on an AI-driven energy play and others skeptical of the company's historical performance and reliance on legacy auto revenue.

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Best Quantum Stock Following Q1 2026: IONQ, QBTS or RGTI?

IONQ leads quantum stocks after Q1 2026 with surging revenues and backlog, while QBTS and RGTI chase growth through bookings and tech advances.

D-Wave Quantum Analysts Slash Their Forecasts After Q1 Results

D-Wave reported mixed Q1 results, beating on earnings but missing revenue estimates. Bookings increased significantly. Analysts have lowered price targets.read more...

D-Wave Quantum Bookings Surge 16x To $32 Million In Q1

Rosenblatt analyst John McPeake maintains a $43 price target for D-Wave Quantum (QBTS), highlighting strong 1Q bookings and the upcoming June 1st Analyst Day.read more...

RGTI Hits Technical Milestones Amid Early Demand: Time to Buy or Hold?

Rigetti's Cepheus-1-108Q launch and expanding cloud reach highlight progress, but limited commercial adoption keeps RGTI in hold territory.

Is D-Wave Quantum Stock a Buy After Its Latest Earnings Report?

Key PointsInvestors have poured money into quantum computing stocks in recent years, seeing significant potential in the technology...

D-Wave Quantum Q1 2026 Earnings Call Transcript

D-Wave Reports EPS Beat, 1,994% Bookings Growth, Stock Falls

D-Wave Quantum Inc. (NYSE: QBTS) reported first-quarter earnings on Tuesday before the market opened. Here's a rundown of the report.read more...

D-Wave Quantum Q1 2026 earnings: revenue miss, stock rises

D-Wave Quantum Q1 2026 earnings: revenue miss, stock rises...

QBTS Q1 Earnings Top Estimates, Revenues Miss, Stock Up

D-Wave Quantum's Q1 loss is narrower than estimates. The company posts record bookings despite a revenue miss, as it expands commercial adoption and quantum initiatives.

<ul class="summary-bullets"><li>D-Wave Quantum reported $15 million in revenue during the same period a year ago.</li><li>The company stated that its Q1 2025 revenue included a $12.6 million sale of an Advantage annealing quantum computer, with the remaining $2.4 million from regular business rather than a one-time sale.</li><li>D-Wave Quantum reported a 1,994% YoY surge in Q1 bookings to $33.4 million, up from $1.6 million a year earlier.</li></ul><p>D-Wave Quantum Inc. (QBTS) shares tumbled on Tuesday morning after the company reported its first-quarter earnings, citing an 81% decline in revenue.</p><p>D-Wave Quantum reported a loss of $0.05 per share on revenue of $2.9 million, compared to Wall Street estimates of a loss of $0.08 per share on revenue of $4.14 million, according to Fiscal.ai data.</p><p><a href="https://stocktwits.com/symbol/NVDA">D-Wave shares</a> were down nearly 7% in Tuesday’s pre-market trade. QBTS was among the top trending tickers on Stocktwits at the time of writing.</p><h2 class="st-heading-2">QBTS Revenue Tanks 81% YoY</h2><p>D-Wave Quantum’s Q1 revenue of $2.9 million not only fell short of Wall Street estimates, but it also declined 81% YoY from $15 million during the same period a year ago.</p><p>The company stated that the year-ago period’s revenue included a $12.6 million sale of an Advantage annealing quantum computer, with the remaining $2.4 million from regular business rather than a one-time sale.</p><p>During the same quarter in 2024, D-Wave Quantum’s revenue stood at $2.5 million.</p><h2 class="st-heading-2">QBTS Reports 1994% Jump In Bookings</h2><p>D-Wave Quantum reported a massive surge of 1,994% year-on-year in bookings during the first quarter. The company stated that bookings totaled $33.4 million, up from $1.6 million in the same period a year ago.</p><p>D-Wave stated that Q1 bookings include a $20 million agreement with Florida Atlantic University to install an Advantage2 annealing quantum computer at its Boca Raton campus.</p><p>The company stated that the deployment of the quantum computer is expected later in the year. D-Wave Quantum also launched a training program at Florida Atlantic University to help faculty integrate quantum resources into research and coursework, with system installation expected to begin before the end of 2026.</p><h2 class="st-heading-2">QBTS Signs 2-Year Agreement With Fortune 100 Company</h2><p>The company also stated that it signed a two-year Quantum Computing as a Service (QCaaS) agreement with a Fortune 100 company. The agreement is worth $10 million.</p><p>Together, these two bookings account for about 90% of D-Wave Quantum’s bookings during the quarter. The company stated that it will recognize revenue from these bookings in subsequent quarters.</p><p>“Our acquisition of Quantum Circuits is expected to meaningfully accelerate our delivery of a scalable, error-corrected gate model system, while our record-setting $10 million quantum computing as a service agreement with a Fortune 100 company reinforced growing demand for our annealing systems,” said D-Wave Quantum CEO Alan Baratz.</p><h2 class="st-heading-2">How Did Retail Traders React To QBTS?</h2><p>Retail sentiment on Stocktwits around QBTS trended in the ‘bullish’ territory, with message volumes at ‘high’ levels at the time of writing.</p><p><a href="https://stocktwits.com/symbol/QBTS">QBTS stock</a> is down 8% year-to-date, but up 117% over the past 12 months. The iShares Russell 2000 ETF (IWM) is up 42% over the past 12 months, while the Vanguard Total Stock Market Index Fund ETF (VTI) is up 31%.</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/se-stock-soars-despite-mixed-q1-ceo-says-significant-growth-ahead/cZXX9ziReLz"><strong>Sea Delivers A Mixed Q1, CEO Highlights Improving Unit Economics — 'Significant Runway For Growth Still Ahead Of Us'</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

D-Wave Systems Inc. logo of a Canadian quantum computing company is seen on a smartphone screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

QBTS Stock Gets A Thumbs Down From Investors After 81% Revenue Decline – But Bookings Soar By A Whopping 1994%

D-Wave Quantum reported a loss of $0.05 per share on revenue of $2.9 million, compared to Wall Street estimates of a loss of $0.08 per share on revenue of $4.14 million.

Equity

$QBTS Q1 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of -$0.05 down -150.00% YoY
• Reported revenue of $2.86M down -80.95% YoY

Stocktwits

 Q1 '26 Earnings Results & Recap

• Reported GAAP EPS of -$0.05 down -150.00% YoY
• Reported revenue of $2.86M down -80.95% YoY

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D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

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Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	-$0.09	--	--	N/A
Q1 '26	-$0.08	-$0.03	63.20%	BEAT
Q4 '25	-$0.06	-$0.09	-40.96%	MISSED
Q3 '25	-$0.07	-$0.05	23.77%	BEAT
Q2 '25	-$0.05	-$0.08	-56.85%	MISSED

QBTS
D-Wave Quantum Inc

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