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Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell shares surged following a fiscal second-quarter earnings report that exceeded analyst expectations across revenue and earnings, driven by record AI server orders and a significant backlog. While traders debated the durability of margins and the impact of market-wide volatility on the stock's price action, the community generally viewed the results as a strong validation of the AI infrastructure supercycle.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology shares are experiencing intense volatility following fiscal first-quarter earnings that, while beating analyst estimates, disappointed some investors due to margin compression and the pace of future growth. While some traders view the resulting sell-off as a buying opportunity, others are concerned by the stock's recent price action and broader macroeconomic headwinds.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending following a new Buy rating and price target initiation by Berenberg, while the community remains divided between optimism over recent insider purchases and US Mobile's upcoming Q4 launch partnership, and concerns regarding production cadence and broader space sector volatility.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is experiencing high volatility as investors weigh disappointing revenue results against the company's long-term growth pipeline, particularly its 10-gigawatt sales pipeline and new data center power agreements. While some traders express frustration over consistent quarterly revenue misses and share dilution, others maintain a bullish outlook based on the potential for AI-driven energy demand to validate the company's technology.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is experiencing high trading volatility following a strong fiscal fourth-quarter performance and optimistic fiscal 2027 guidance. Traders are actively debating the company's valuation against its organic growth trajectory and aggressive acquisition strategy, while sentiment remains mixed between long-term bullishness on cybersecurity demand and concerns over its high price-to-earnings multiple.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is trending as traders analyze the stock's consolidation patterns, valuation, and potential upside driven by AI infrastructure demand, while monitoring its performance relative to peers like DELL and SMCI. Community sentiment is largely focused on the stock's technical levels and its positioning for an expected earnings-driven rally.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB is experiencing significant volatility as investors weigh a strong earnings beat and raised guidance against concerns over the company's forward-looking growth trajectory. While many traders view the sharp selloff as a potential buying opportunity, others are expressing skepticism due to the stock's valuation and the lack of immediate acceleration in Atlas growth.

GitLab, Inc. engages in the intelligent development, security, and operations (DevSecOps) platform for software innovation. It enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab is trending following a strong fiscal second-quarter earnings report that beat analyst estimates for revenue and earnings per share. Investors are reacting positively to the company's raised full-year guidance and record gross bookings, though some traders are debating whether to lock in profits or short the stock following the sharp post-earnings rally.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is trending as part of a sector-wide rally in space stocks, driven by positive momentum following sector-related acquisition news and ongoing retail interest in the stock's long-term potential despite recent volatility. Traders are debating whether the price action marks a sustainable turnaround or a temporary bounce, with many focusing on the company's data backlog and its strategic position in the space economy.

PG&E Corp. operates as a holding company, which engages in generation, transmission, and distribution of electricity and natural gas to customers. It specializes in energy, utility, power, gas, electricity, solar, and sustainability. The company was founded on November 17, 1995 and is headquartered in Oakland, CA.

PG&E Corp.

PG&E shares are trending following the failed passage of California wildfire liability legislation, which has sparked investor concerns over unresolved financial exposure and led to analyst downgrades. While some traders view the resulting selloff as an overreaction, others remain cautious due to continued legislative and wildfire-related risks.

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Semtech (SMTC) Q2 2027 Earnings Call Transcript

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Buy Analog-Mixed Signal Players MACOM, Monolithic & Semtech

AI strength, recovery in auto and industrial are driving growth in the Analog/Mixed-signal industry. MTSI, MPWR and SMTC are riding these trends.

Buy 5 AI-Powered Momentum Stocks for September After a Strong August

NVDA, SMCI, SMTC, SITM and KEYS are five AI-powered stocks that combine strong momentum with robust growth prospects as September begins.


If You Invested $1000 In Semtech Stock 10 Years Ago, You Would Have This Much Today

Semtech (NASDAQ:SMTC) has outperformed the market over the past 10 years by 3.58% on an annualized basis producing an average annual return of 16.91%. Currently, Semtech has a market capitalization of $12.30 billion.read more...

Wall Street Analysts Predict a 56.44% Upside in Semtech (SMTC): Here's  What You Should Know

The mean of analysts' price targets for Semtech (SMTC) points to a 56.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Here's How Much a $1000 Investment in Semtech Made 10 Years Ago Would Be Worth Today

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

Why Semtech Stock Was Flying This Week

Key PointsThis featured record net sales and a bottom line that expanded by 89...

Top Research Reports for Goldman Sachs, TotalEnergies & Prologis

Goldman Sachs, TotalEnergies and Prologis headline 16 research reports, with growth drivers and risks shaping each investment case.

These Analysts Revise Their Forecasts On Semtech After Upbeat Q2 Results

Semtech Corp (NASDAQ: SMTC) reported Q2 earnings & sales above expectations and issued strong Q3 guidance. Analysts raised price targets on SMTC stock.read more...

Abercrombie & Fitch Posts Upbeat Q2 Results, Joins Semtech, Summit Therapeutics And Other Big Stocks Moving Higher On Wednesday

U.S. stocks mixed, Nasdaq up 0.1%. Abercrombie & Fitch shares surge 31.6% after beating earnings and raising forecasts. Other top gainers include Kanzhun, Capricor Therapeutics, Semtech Corp, and more.read more...

Semtech Corp. engages in the manufacture and supply of analog and mixed signal semiconductor products for high-end consumer, enterprise computing, communications, and industrial equipment. It operates through the following segments: Signal Integrity, Analog Mixed Signal and Wireless, and Internet of Things (IoT) Systems and Connectivity. The Signal Integrity segment includes designing, development, manufacturing, and marketing of a portfolio of optical and copper data communications and video transport products used in a wide variety of infrastructure and industrial applications. The Analog Mixed Signal and Wireless segment focus on designing, development, manufacturing, and marketing of transient voltage suppressors and specialized sensing products. The IoT Systems and Connectivity segment includes designing, development, operation, and marketing of a portfolio of IoT solutions that enable businesses to connect and manage devices, collect and analyze data, and improve decision-making. The company was founded in 1960 and is headquartered in Camarillo, CA.

Semtech Corp.

Semtech Acquires HieFo For $34 Million After Nvidia’s Photonics Investments

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Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$1.06	--	--	N/A
Q2 '26	$0.61	$0.71	15.61%	BEAT
Q1 '26	$0.45	$0.51	12.40%	BEAT
Q4 '25	$0.43	$0.44	2.08%	BEAT
Q3 '25	$0.44	$0.48	7.90%	BEAT

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