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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), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), 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 NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. 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 trending following an earnings report that exceeded expectations, sparking optimism about the company's turnaround and future growth prospects in areas like AI. The community is focused on potential short squeezes, new partnerships, and the impact of government investments, while some are wary of overvaluation. Discussions also involve confidence in the CEO's strategy and broader sector dynamics.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers Outdoor (DECK) is trending due to a mix of reactions to earnings, including a beat on estimates coupled with concerns about slowing growth and tariff impacts. The community is debating whether the stock's dip represents a buying opportunity or signals deeper issues with leadership and market sentiment in the retail apparel sector. Discussions also focus on the potential impact of share buybacks and shifting consumer trends in the outdoor and footwear markets.

BigBear.ai Holdings, Inc. engages in data-driven decision dominance and advanced analytics that provide its customers with a competitive advantage in a world driven by data that is growing in terms of volume, variety, and velocity. The firm operationalizes artificial intelligence and machine learning at scale through its end-to-end data analytics platform. It deploys its observe, orient and dominate products to customers throughout the defense, intelligence, and commercial markets. The company was founded in 2020 and is headquartered in McLean, VA.

BigBear.ai Holdings Inc

BigBear.ai (BBAI) is trending as investors discuss the company's potential role in airport security and biometric identity solutions, particularly following news of its technology being deployed at Chicago O'Hare International Airport. Community members are debating the significance of this deployment, with some seeing it as a major catalyst and others wanting to see larger government contracts. Bullish sentiment revolves around BBAI's presence in national security and the potential for further expansion, while bears express concern over dilution and earnings.

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 Next, 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 Next segment is involved in the expenses and investments for emerging business initiatives aimed at creating value for Ford in vehicle-adjacent market segments. 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 trending amid discussions around its Q3 earnings, production adjustments, and the broader EV market. Community sentiment is mixed, with some expressing concerns about lowered profit guidance and the impact of a supplier fire, while others highlight positive sales figures and potential tariff relief. Overall, the stock's movement is tied to both company-specific news and the evolving dynamics of the automotive industry.

Newmont Corp. engages in the exploration and acquisition of gold properties, containing copper, silver, lead, zinc or other metals. It operates through the following geographical segments: Canada, Mexico, Suriname, Argentina, Peru, Australia, Papua New Guinea, Ghana, and U.S. The company was founded by William Boyce Thompson on May 2, 1921 and is headquartered in Denver, CO.

Newmont Corp

Newmont Corp ($NEM) is trending as investors discuss the implications of its recent earnings beat and potential future growth amid rising gold prices. Community members are weighing in on the impact of increased capital spending and debt reduction, as well as the company's exposure to gold's performance. There's also chatter about a potential acquisition and a shift in leadership.

Inhibrx Biosciences, Inc. is a clinical-stage biopharmaceutical company, which includes a pipeline of novel biologic therapeutic candidates, developed using proprietary modular protein engineering platforms. Its clinical pipeline of therapeutic candidates includes INBRX-109 and INBRX-106, both of which utilize multivalent formats where the precise valency can be optimized in a target-centric way to mediate what is believed to be the most appropriate agonist function. The company was founded by Brendan P. Eckelman on January 8, 2024 and is headquartered in La Jolla, CA.

Inhibrx Biosciences Inc.

Inhibrx Inc

Inhibrx is trending due to positive news regarding a potential accelerated approval pathway for its INBRX-101 drug, leading to a significant pre-market surge. The community is actively discussing the validity and impact of this news, with some expecting further gains while others anticipate a pullback. Analysts are weighing in, with raised price targets reflecting optimism about the drug's prospects in treating AATD.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending due to Jane Street disclosing a 5% stake, sparking discussions about potential manipulation and future deals, especially given the company's transition to HPC/data centers. The community is debating whether this investment is a positive catalyst or a strategic move to drag the stock down, while also anticipating news regarding a potential deal for 300 MW. Broader sentiment suggests a battle between bulls and bears, with some highlighting the company's strong positioning in the AI infrastructure space.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladoc is trending due to CFO Mala Murthy's departure, sparking community discussion about potential replacements and a shift in company direction. Community members are speculating on a potential rally driven by new leadership and cost-cutting measures. Some investors view the stock as undervalued, while others remain cautious, recalling past performance and leadership concerns.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

Lumen Technologies is trending as investors discuss its potential role in AI infrastructure, fueled by a $200M deal with Palantir and upcoming earnings. Community talking points include LUMN being undervalued like PLTR was years ago and its fiber optic network being essential for AI data centers. Some are drawing attention to LUMN's debt, while others suggest the company's strategic shift and AI-driven demand could lead to significant growth.

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 Micro Computer is trending due to a lowered Q1 revenue outlook, despite design wins exceeding $12 billion slated for future delivery. The community is debating whether this is a temporary setback or a sign of deeper issues with the company's execution and management, especially concerning consistent revenue forecasting. Some investors view the dip as a buying opportunity, citing the company's strong position in the AI server market and reaffirmed fiscal year 2026 revenue guidance.

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Simply Good Foods (SMPL) Misses Q4 Earnings Estimates

Simply Good Foods (SMPL) delivered earnings and revenue surprises of -4.17% and +0.83%, respectively, for the quarter ended August 2025. Do the numbers hold clues to what lies ahead for the stock?

Quest Nutrition Expands Its Lineup with Protein Donuts

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Simply Good Foods (SMPL) Meets Q3 Earnings Estimates

Simply Good Foods (SMPL) delivered earnings and revenue surprises of 0.00% and +0.23%, respectively, for the quarter ended May 2025. Do the numbers hold clues to what lies ahead for the stock?

Simply Good Foods narrows full-year outlook, reports mixed Q3; shares down

Investing.com -- Simply Good Foods Co (NASDAQ:SMPL) saw its shares slide more than 3% in premarket trading Thursday after the company narrowed its full-year outlook and reported a slight miss in Q3 revenue.

Simply Good Foods (SMPL) Reports Next Week: Wall Street Expects Earnings Growth

Simply Good Foods (SMPL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Brown-Forman's Q4 Earnings on the Deck: Is a Beat Likely in the Cards?

UBS initiates coverage of these food stocks

Investing.com -- UBS has initiated coverage on six packaged food companies, with diverging views based on top-line growth prospects, valuation, and market dynamics. 

Shares of Simply Good Foods (SMPL) rose 1% on Monday as the company received an ‘equal weight’ rating from Morgan Stanley, but retail watchers turned cautious.According to Morgan Stanley analyst Megan Alexander Clapp, who also launched coverage of the U.S. packaged food industry with an in-line view, the packaged foods company’s earnings visibility remains low, and sales growth may "remain muted" with consumption headwinds and constrained pricing power, The Fly reported.Additionally, accelerating commodity inflation and ongoing need for reinvestment limits margin expansion potential, said the report.The firm took a positive view of companies with "advantaged categories, demonstrated pricing power, and thriving brands" &nbsp;but warned about the potentially slower growth and higher reinvestment risks.Among large-caps companies, Morgan Stanley gave an ‘Overweight’ rating for Mondelez (MDLZ), citing its "superior" long-term growth algorithm.Sentiment on Stocktwits was ‘neutral’ on Monday compared to ‘bullish’ a day ago. Message volume was extremely low.<figure class="image"><img style="aspect-ratio:1308/326;" src="https://news.stocktwits-cdn.com/Screenshot_2025_03_25_at_1_55_35_PM_png_20b4c18d11.webp" alt="Screenshot 2025-03-25 at 1.55.35 PM.png" width="1308" height="326"><figcaption>SMPL sentiment meter and message volume on March 23</figcaption></figure>Simply Good Foods will report second-quarter earnings in April. Wall Street analysts expect the company to post earnings per share of $0.40 on revenue of $354.52 million.In January, Simply Good Foods reaffirmed its fiscal year 2025 outlook based on solid retail takeaway, visibility into second quarter orders and strong Adjusted EBITDA growth.It has said it expects organic sales growth to be driven primarily by volume and strong advertising and marketing plans.The company did not make any changes to its expectation of gross margin outlook and highlighted productivity and cost savings initiatives for the rest of the year.Simply Good Foods’ stock is down 14% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Simply Good Foods Stock Rises On Morgan Stanley’s ‘Equal Weight’ Stance: Retail Stays Cautious

The firm took a positive view of companies with "advantaged categories, demonstrated pricing power” and thriving brands

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US Food outlook for 2025 - M&A, GLP-1s and RFK Jr

Investing.com -- The US food sector appears very inexpensive relative to the broader market, raising questions among investors whether this is a good entry opportunity, Bernstein analysts said in a note.

Quest Launches "Sweet on Protein" Campaign to Debut New Bake Shop Line

Quest Launches 'Sweet on Protein' Campaign to Debut New Bake Shop Line Quest Launches 'Sweet on Protein' Campaign to Debut New Bake Shop Line PR Newswire DENVER, Oct. 29, 2024 'Sweet on Protein...

The Simply Good Foods Co. is a consumer packaged food and beverage company, which engages in the development, marketing, and sale of nutritional food and snacking products. Its products include protein bars, ready-to-drink shakes, snacks, confectionery, and frozen meals under the Atkins and Quest brands. The company was founded on March 30, 2017 and is headquartered in Denver, CO.

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