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Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

GRRR's post-earnings drop despite doubled revenue and raised guidance has retail traders split, with bulls focused on 2027 growth potential and bears citing widening losses and dilution risks.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas' acquisition of Claros, a vertical power delivery and integrated voltage regulator developer, is dominating the conversation as it expands the company's AI data-center power stack from grid to GPU. While investors are weighing dilution and patent litigation concerns, the community views the strategic move as bullish for long-term AI infrastructure exposure.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is surging as retail traders pile in following news that Nancy Pelosi took multi-million dollar long positions in BE stock and options, fueling a wave of bullish sentiment across the platform. The trade is amplifying the existing AI data-center power narrative, with traders viewing her involvement as a strong bullish catalyst while debating the stock's upside potential.

Personalis, Inc. engages in the provision of advanced genomic tests for cancer. The firm is also involved in providing sequencing and data analysis services to support population sequencing initiatives. The company was founded by Euan A. Ashley, Michael Snyder, Atul J. Butte, John S. West, and Russ B. Altman in February 2011 and is headquartered in Fremont, CA.

Personalis Inc

PSNL is trending due to intense debate over Tempus AI's acquisition, with traders speculating on a potential higher bid and questioning the deal's valuation. The stock's move above the offer price is fueled by optimism around the Merck/Moderna cancer vaccine collaboration and hopes for a competing offer.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Traders are split on NCLH as falling oil and hopes for geopolitical de-escalation clash with frustration over the stock's sustained weakness and management's cautious guidance. Insider buying and Elliott's involvement fuel optimism for a turnaround, but the broader sentiment remains wary of further downside.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Traders are focused on escalating U.S.-Iran tensions and new sanctions threatening oil flows through the Strait of Hormuz, driving volatility in USO as bulls bet on supply disruptions outweighing inventory builds.

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

NVDA is trending as traders brace for its make-or-break earnings report, with retail sentiment flipping bullish despite a seven-session losing streak. The broader chip sector is moving in anticipation, with many expecting a beat and strong guidance to potentially reignite the AI trade.

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

SPY is trending as traders react to the Treasury's expanded bond buyback program, with sentiment split between concerns over intervention risks and hopes it will cap yields. The broader market remains focused on the bond market as the central driver, with retail sentiment cautious but active.

ProShares Trust II - ProShares Ultra VIX Short-Term Futures ETF 1.5x Shares

ProShares Ultra VIX Short-Term Futures ETF

Community sentiment remains heavily divided, with many traders labeling the ETF a manipulated "scam" due to its persistent decay and failure to track volatility spikes, while some contrarians continue to hunt for entry points amid ongoing geopolitical tensions and market uncertainty. Discussions focus on the inherent structural drag of its underlying futures-based strategy, leaving many investors frustrated by its lack of effectiveness as a reliable market hedge.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth (USAR) is surging as retail traders and investors rally around the completion of its $1.55 billion government-backed SPV for the Serra Verde offtake, which they view as a major bullish catalyst for the company's critical minerals strategy. The community is buzzing with calls to buy the dip, citing the company's role in US national security and the broader push to shift rare earth supply chains away from China.

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CoStar Group Q2 Earnings Beat Estimates, Revenues Increase Y/Y

CSGP Q2 earnings top estimates as revenues rise 18.4%, margins widen and residential EBITDA turns positive despite a lower 2026 outlook.

SWKS Q3 Earnings Beat on Broad Markets, AI Data Center Growth

Skyworks Solutions tops fiscal Q3 estimates as Broad Markets growth, led by AI data center, offsets weaker revenues and margin pressure.

Should You Buy, Sell, or Hold TER Stock After a 38% Rise in 3 Months?

Teradyne stock gains 38% in three months as AI demand boosts semiconductor testing, acquisitions expand capabilities, and a strong Q2 guidance supports growth.


The Zacks Analyst Blog Highlights Apple, Tokyo Electron, Advantest and Infineon

Apple's chip-related pricing moves and Asian semiconductor stocks take center stage as investors weigh AI momentum heading into the second half of 2026.

Tokyo Electron Ltd. (TOELY) Is Up 16.55% in One Week: What You Should Know 

Does Tokyo Electron Ltd. (TOELY) have what it takes to be a top stock pick for momentum investors? Let's find out.

Tokyo Electron (TOELY) Upgraded to Buy: Here's What You Should Know

Tokyo Electron (TOELY) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

All You Need to Know About Tokyo Electron (TOELY) Rating Upgrade to Buy

Tokyo Electron (TOELY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Tokyo Electron shares slump 18% on weak earnings, guidance downgrade

Investing.com-- Tokyo Electron (TYO:8035) shares fell sharply on Friday after the chip equipment maker slashed its full-year operating profit forecast by 21.6%, citing adjustments in capital investment plans by semiconductor manufacturers.

Garmin's Q2 Earnings Beat Expectations, Revenues Increase Y/Y

GRMN's Q2 earnings and sales beat estimates, with strong growth across segments prompting a raised full-year revenue and EPS outlook.


Tokyo Electron (TOELY) Upgraded to Strong Buy: What Does It Mean for the Stock?

Tokyo Electron (TOELY) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Tokyo Electron Ltd. engages in the development, manufacture, and sale of semiconductor production equipment and industrial electronics products for flat panel display manufacturing equipment. It operates through the Semiconductor Production Equipment (SPE) segment. SPE handles the development, manufacture, service, and distribution of coaters/developers, plasma etch systems, thermal processing systems, single wafer deposition systems, cleaning systems, wafer probers, and other semiconductor production equipment. The company was founded on November 11, 1963 and is headquartered in Tokyo, Japan.

Tokyo Electron Ltd - ADR

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Nvidia ($NVDA) reports Q2 earnings Wednesday with Wall Street expecting roughly $91.7 billion in revenue — about 80% year-over-year growth — and EPS near $2.08. What do you expect in terms of revenue and EPS? Vote and explain your reasoning in the comments.

What do you expect from Nvidia ($NVDA) earnings on Wednesday?

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