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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

Jensen Huangs admission of an affair with a woman suspected of links to Chinese intelligence, and Nvidias board investigation, dominate discussion, with traders focused on possible leadership and national-security fallout. Views are split between concerns about uncertainty and potential export-control scrutiny and buyers who see the scandal as separate from Nvidias business fundamentals; the board has said it has no reason to believe company secrets were compromised.

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 sharp rebound after a broad AI-chip selloff has traders debating whether buyers are returning or the move is a temporary bounce, amid concerns about data-center spending, regulation and valuations. Some also speculate that controversy around Nvidias CEO could prompt a rotation toward AMD, while bulls point to AMDs strong data-center growth and outlook.

Nasdaq, Inc. is a holding company, which engages in trading, clearing, exchange technology, regulatory, securities listing, information, and public and private company services. It operates through the following segments: Capital Access Platforms, Financial Technology, and Market Services. The Capital Access Platforms segment delivers liquidity, transparency, and integrity to the corporate issuer and investment community by empowering clients to effectively navigate the capital markets, achieve their sustainability goals, and drive governance excellence. The Financial Technology segment offers platforms that improve the liquidity, transparency, and integrity of the global economy by architecting and operating the markets. The Market Services segment includes equity derivative trading and clearing, cash equity trading, fixed income, currency, and commodities trading. The company was founded by Gordon S. Macklin in 1971 and is headquartered in New York, NY.

Nasdaq Inc

Discussion is fragmented, with traders mostly reacting to swings in the broader Nasdaq and tech market, debating whether pullbacks will deepen or rebound. Scattered posts also focus on options activity and Nasdaqs plans for extended-hours trading and tokenized equities, but no single company-specific catalyst clearly dominates.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Virs Phase 3 ECLIPSE-1 trial met its primary endpoint for its hepatitis delta combination, with traders highlighting the high rate of patients reaching undetectable virus and viewing the results as supportive of the upcoming ECLIPSE-2 and -3 readouts. The reaction is broadly optimistic, though expectations for future approval and commercial success remain uncertain.

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 amid a sharp memory and AI-hardware selloff, with traders worried that data-center buildouts could slow after election-related pushback and reports of Microsoft pulling back from some neocloud providers. The community is split between expecting further downside as AI demand and memory pricing are reassessed and viewing the drop as an opportunity, citing buybacks, fundamentals, and the upcoming stock split.

GLOBALFOUNDRIES, Inc. provides foundry services and manufactures semiconductors. It offers global shuttle, mask, post-fab and turnkey services. The company was founded on October 7, 2008 and is headquartered in Malta, NY.

GlobalFoundries Inc

GlobalFoundries earnings beat and better-than-expected earnings outlook are drawing attention, but traders are debating why the shares have remained weak amid analyst target cuts. Some see the pullback as a buying opportunity, while others worry about mature-node demand, customer orders, and excess capacity.

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

Traders are debating whether reports of an affair involving Nvidia CEO Jensen Huang and a suspected Chinese intelligence asset, along with an independent board probe, pose a real risk to Nvidia and the broader AI-heavy market. Some fear governance or national-security fallout, while others dismiss the story as noise and expect a rebound; Iran headlines and inflation data expectations add to the volatility.

Interactive Brokers Group, Inc. is an investment holding company, which engages in broker or dealer and proprietary trading businesses. It offers custody and service accounts for hedge and mutual funds, exchange-traded funds, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors. The company was founded by Thomas Pechy Peterffy in 1977 and is headquartered in Greenwich, CT.

Interactive Brokers Group Inc - Ordinary Shares - Class A

Interactive Brokers Group Inc 

IBKR is drawing attention after a rally followed by a pullback, with traders debating whether an Elliott Wave correction is underway and whether buyers will return or the decline will deepen. Some remain bullish on the longer-term trend, while others are cautious; traders also note elevated options and off-exchange activity but disagree on what it signals.

The Last Play is Crypto’s 401k.  RETIRE is more than a coin; it’s The Last Play. We are a community dedicated to breaking free from the grind and building true generational wealth. With RETIRE, our mission is simple yet profound: to provide a pathway to retire yourself and secure financial freedom for your bloodline. While others chase hype and trends, we’re focused on creating a legacy that lasts beyond the typical cycle. RETIRE is about making the one move that matters, with a vision for long-term value, freedom, and impact. This isn’t just a meme —it’s a purpose-driven commitment to building a legacy.

The Last Play

A community-led campaign is promoting RETIRE as a Solana memecoin with an on-chain 401(k) and early-retirement theme, alongside calls for weekly DCA and claims of renewed momentum. Supporters point to its active following and price swings, while skeptics warn it is speculative and criticize selling pressure and pump-and-dump risks.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

SMH is drawing attention after a sharp semiconductor selloff, with traders questioning whether AI and data-center spending can deliver sufficient returns amid financing concerns and possible regulatory headwinds. The community is split between viewing the decline as an oversold buying opportunity and warning that the AI trade remains under pressure and losses could continue.

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Is McDonald's Stock Worth Buying Amid Growth and Valuation Risks?

MCD's franchise model, global growth and strong cash generation support its long-term outlook, but weak U.S. traffic and valuation risks favor patience.

McDonald's Jumps 21.4% in a Month, but Can MCD Keep Climbing Higher?

MCD's 21.4% rally gains support from stronger earnings and international sales, but weak U.S. traffic and inflation pose challenges to sustaining momentum.

McDonald's Q3 Earnings Beat, but U.S. Traffic Still Pressures Growth

MCD beats Q3 earnings estimates as franchised margins and international growth support results, but weak U.S. traffic and modest revenue growth pose challenges.

Should You Buy, Sell or Hold Chipotle Stock Post Q3 Earnings?

CMG's Q3 revenue growth and positive traffic trends signal progress, but shrinking margins, rising costs and premium valuation warrant caution.

Restaurant Brands (QSR) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

Although the revenue and EPS for Restaurant Brands (QSR) 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.

Restaurant Brands (QSR) Beats Q3 Earnings Estimates

Restaurant Brands (QSR) delivered earnings and revenue surprises of +1.85% and -0.43%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Restaurant Brands International Inc. Reports Third Quarter 2026 Results

Restaurant Brands International Inc. Reports Third Quarter 2026 Results Restaurant Brands International Inc. Reports Third Quarter 2026 ResultsPR NewswireMIAMI, Oct. 29, 2026 Consolidated System-wide Sales grow 6.2% year-over-year, including 9.0% in InternationalGlobal Comparable Sales of 3.8...

Starbucks to Post Q4 Earnings: What's in the Cards for the Stock?

SBUX's fiscal fourth-quarter results are likely to reflect China's shift to a licensed model, stronger U.S. comparable sales and cost-saving initiatives supporting earnings.

Analysts Estimate Yum Brands (YUM) to Report a Decline in Earnings: What to Look Out for

Yum (YUM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Will Restaurant Brands (QSR) Beat Estimates Again in Its Next Earnings Report?

Restaurant Brands (QSR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

• Reported GAAP EPS of $1.10 up 6.80% YoY
• Reported revenue of $2.52B up 3.10% YoY
• Restaurant Brands International remains on track for 8% organic Adjusted Operating Income growth in 2026 and continues to expect Segment G&A (excluding RH) between $600M and $620M.

Restaurant Brands International's PLK comparable sales were (1.8)% and AOI was $58M versus $63M; RH AOI was $5M versus $10M; franchisee development execution is a stated risk.

Restaurant Brands International posted 8.4% BK US comparable sales and is executing Reclaim the Flame; INTL recorded 9.0% system-wide sales growth; organic AOI and adjusted EPS grew, alongside $1.3B returned year to date.

Restaurant Brands International, Inc. is a holding company, which engages in the operation of quick service restaurants. It operates through the following segments: Tim Hortons, Burger King, Popeyes Louisiana Kitchen, Firehouse Subs, International, and Restaurant Holdings. The company was founded on August 25, 2014 and is headquartered in Miami, FL.

Restaurant Brands International Inc

Seth Klarman’s Baupost Loads Up On AMZN, GOOGL — Takes New Stake In Bill Ackman’s Pershing Square

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Baupost bought nearly $13 million worth of Pershing Square Inc. in the second quarter.</li><li>The firm established a nearly $137-million position in CME Group, parent of the Chicago Mercantile Exchange.</li><li>Baupost increased its Amazon stake, making it the firm’s largest disclosed equity holding, and raised its position in Alphabet.</li></ul><p>Billionaire investor Seth Klarman’s Baupost Group took a new position in Bill Ackman’s asset management company, Pershing Square Inc. (PS), in the second quarter while adding to some of its biggest technology bets and establishing a much larger position in CME Group Inc. (CME). Among those technology bets were Amazon.com Inc. (AMZN) and Alphabet Inc. (GOOGL), with Baupost increasing its positions in both during the quarter.</p><p>At the time of writing on Friday afternoon,&nbsp;<a href="https://stocktwits.com/symbol/AMZN">AMZN stock</a> was trading 0.65% lower,&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">GOOGL shares</a> were down 0.42%, and&nbsp;<a href="https://stocktwits.com/symbol/PS">PS stock</a> was lower by 0.24%.&nbsp;</p><h2 class="st-heading-2">Baupost Takes New Positions</h2><p>The Boston-based investment firm disclosed a small stake in Pershing Square, valued at nearly $13 million as of June 30, in a filing with the Securities and Exchange Commission on Thursday. Baupost established a much larger position in CME Group, the parent of the Chicago Mercantile Exchange, valued at nearly $137 million at quarter-end, according to a regulatory filing.</p><p>Klarman also leaned further into two of the biggest technology companies in the quarter. Baupost increased its Amazon position by about 20%, to 3.74 million shares valued at roughly $892 million.</p><p>The firm boosted its Alphabet stake by about 16%, to roughly 1.37 million shares. The position was valued at nearly $490 million at the end of June.</p><h2 class="st-heading-2">Klarman Cuts Restaurant Brands Stake</h2><p>Klarman pared several sizable holdings. Baupost cut its Restaurant Brands International Inc. (QSR) position by more than 16% to about 6.75 million shares, worth around $490 million.</p><p>The regulatory filings offer only a snapshot of Baupost’s U.S.-listed equity holdings at the end of the quarter and don’t disclose short positions.</p><h2 class="st-heading-2">AMZN, GOOGL, PS Stocks: Retail Sentiment</h2><p>On Stocktwits, retail sentiment for both AMZN and GOOGL was ‘bearish,’ while message volume was ‘low.’ Meanwhile, retail sentiment for PS was ‘bullish,’ while message volume was ‘high.’</p><p><a href="https://stocktwits.com/symbol/GOOGL">GOOGL stock</a> has gained nearly 11% year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/AMZN">AMZN shares</a> have added 13.5%, and&nbsp;<a href="https://stocktwits.com/symbol/PS">PS stock</a> has gained nearly 72% during the same period.&nbsp;</p><p><strong>Also See:</strong>&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/psx-mpc-reportedly-weighed-giant-merger-what-sank-the-180b-deal-between-phillips66-and-marathon-petroleum/cZotoFARJ0V">PSX, MPC Reportedly Weighed A Giant Merger — What Sank The $180B Deal Between Phillips 66 And Marathon Petroleum</a>&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Billionaire investor Seth Klarman. (Photo by Scott Olson/Getty Images)

Seth Klarman’s Baupost Group took a new position in Pershing Square Inc. (PS) in the second quarter, while adding to its stakes in Amazon (AMZN), Alphabet (GOOGL) and CME Group (CME).

The billionaire investor’s hedge fund also established a sizable position in CME Group while trimming Restaurant Brands International.

Amazon.com Inc

CME Group Inc

Alphabet Inc - Ordinary Shares - Class C

Alphabet Inc Class A

Pershing Square Inc

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