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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 amid news of a strategic partnership with IREN to deploy 5 gigawatts of AI infrastructure, which includes a potential $2.1 billion investment from NVIDIA. Community discourse is heavily focused on the stock's resilience, with investors debating the durability of the AI infrastructure supercycle versus rising concerns over semiconductor valuations and geopolitical tensions.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is currently the focus of intense trading activity following the announcement of a multi-billion dollar AI infrastructure partnership with NVIDIA, which includes a warrant for potential equity investment at a fixed strike price. While the stock initially surged on the news, the community is actively debating the strength of the firm's underlying earnings performance versus the long-term potential of its pivot from bitcoin mining to AI cloud services.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is facing extreme volatility ahead of its earnings report, with community sentiment deeply polarized between hopeful investors citing the CEO's personal stock purchases and frustrated shareholders reacting to recent executive departures and ongoing market underperformance. Discussion is heavily focused on potential partnership rumors with OpenAI and whether management can finally provide the catalyst needed to reverse the stock's persistent downward trend.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is currently the focus of intense investor attention ahead of upcoming earnings, with the community actively debating whether the company's turnaround efforts and shift toward unit-level profitability will successfully offset broader housing market headwinds. Discussion is dominated by speculative theories about potential catalysts, such as new service product rollouts, and a split sentiment between bulls who see a long-term growth story and bears who remain skeptical of continued financial losses.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant volatility ahead of its earnings, with investors divided between confidence in its massive revenue backlog and concerns over high debt and capital expenditures. While community sentiment is split, many are closely watching whether the company can demonstrate a clear path to profitability or if history will repeat itself with a post-earnings sell-off.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata is trending due to the release of record-breaking Q1 results that surpassed revenue and EBITDA consensus, with investors highlighting significant operating leverage and increased FY2026 guidance. The community is actively discussing the stock's potential for a massive rally driven by a combination of bullish technicals, institutional FOMO, and the need for short covering following the strong print.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is capturing attention as market participants weigh long-term nuclear energy potential against heavy short interest and significant insider divestment from major stakeholders. While retail sentiment remains divided, community discourse heavily focuses on the companys regulatory status and its role in meeting the massive power demands of AI data centers.

The Internet Computer is a decentralized cloud blockchain designed to run applications, websites, and backend systems fully on-chain. Its architecture provides robust security, resilience, and built-in multi-chain support.  A key focus of the network is enabling a “self-writing cloud,” where AI tools allow users generate applications through natural-language instructions.  Developers and users can experiment with the platform using AI app-generation tools like caffeine.ai or by writing serverless code directly through online IDEs such as icp.ninja.  The ICP token is used to pay for computation (through a burn-based model) and to participate in network governance through staking.

Internet Computer

Internet Computer (ICP) is attracting community interest due to its focus on decentralized cloud infrastructure and sovereignty, with ongoing discussions centered on its potential as a long-term alternative to centralized tech giants. Traders are actively debating its current accumulation phase, monitoring network usage and burn rates, while some express frustration over price volatility and project dilution.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as shareholders weigh the impact of an active lawsuit against distribution partner NS Pharma, which the community views as a strategic effort to reclaim commercial rights before the upcoming FDA decision. Investors are closely monitoring the leadership transition at the FDA, hoping that a new CBER appointment will clear the regulatory path for Deramiocel's approval.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning is trending due to a major multi-year partnership with Nvidia to expand U.S. manufacturing of optical connectivity for AI infrastructure, including a $500 million equity investment. The community is actively discussing this news as a significant long-term catalyst for data center buildouts, while some investors remain cautious about the stock's valuation and volatility following its recent vertical price run.

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Robbins LLP Reminds UPST Investors of the Pending Class Action Lawsuit; Harmed Investors Should Contact the Firm for Information About Leading the Class Action Against Upstart Holdings, Inc.

Robbins LLP Reminds UPST Investors of the Pending Class Action Lawsuit; Harmed Investors Should Contact the Firm for Information About Leading the Class Action Against Upstart Holdings, Inc. Robbins...

Why Upstart Stock Is Trading Flat Following Revenue Beat, EPS Miss

Upstart Holdings Inc (NASDAQ: UPST) is trading flat on Thursday as buyers cautiously step back into high-beta fintech.read more...

Upstart Co-founder and CEO to Participate in Fireside Chat at the J.P. Morgan Global Technology, Media & Communications Conference

Upstart Holdings, Inc. (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, today announced that Paul Gu, Co-founder and CEO, will participate in a fireside chat at the J.P...

Upstart (NASDAQ:UPST) Shares Gap Down  on Disappointing Earnings

Upstart (NASDAQ:UPST) Shares Gap Down After Earnings Miss...

B. Riley Financial Issues Pessimistic Forecast for Upstart (NASDAQ:UPST) Stock Price

B. Riley Financial decreased their target price on shares of Upstart from $66.00 to $54.00 and set a "buy" rating for the company in a research report on Wednesday...

Upstart (NASDAQ:UPST) Given New $37.00 Price Target at Needham & Company LLC

Needham & Company LLC lowered their price target on shares of Upstart from $40.00 to $37.00 and set a "buy" rating on the stock in a research note on Wednesday...

Upstart (NASDAQ:UPST) Given Buy Rating at BTIG Research

BTIG Research reiterated a "buy" rating and issued a $43.00 price target on shares of Upstart in a research report on Wednesday...

<ul class="summary-bullets"><li>The company posted a 44% year-over-year growth in quarterly revenue, driven by a surge in loan originations.&nbsp;</li><li>Upstart’s total loan originations grew 77% YoY, with the total volume at about $3.4 billion.&nbsp;</li><li>Management attributed the decline in profit to seasonal headwinds, while CEO Paul Gu told investors that Upstart was not past its high-growth years.</li></ul>Shares of AI lending platform Upstart Holdings Inc. (UPST) fell nearly 15% in Tuesday’s overnight trading after the company reported first-quarter (Q1) 2026 earnings that came in well below Wall Street expectations.While Upstart’s revenue of $308 million beat consensus estimates, the company reported a loss per share of $0.07 compared to analysts’ projections of an earnings per share of $0.43 for the quarter, according to Fiscal.ai.However, management attributed the decline in profit to seasonal headwinds and reiterated the company’s growth momentum. CEO Paul Gu told investors in a call that Upstart was not past its high-growth years.“In recent decades, there’s been a growing trend for the fastest-growing companies to stay private. As a result, public companies are typically past their high-growth years. We believe Upstart is not,” Gu said. “As reflected in our three-year outlook of 35% annualized revenue growth, we expect to be one of the fastest multi-year compounders at our scale,” Gu added.<h2 class="st-heading-2">Upstart Q1 Snapshot</h2>The San Mateo, California-based lending marketplace that connects consumers with banking partners, posted a 44% year-over-year growth in quarterly revenue, driven by a surge in loan originations, particularly in the auto and home loan segments.Upstart also reiterated its full-year 2026 guidance, projecting total revenues of about $1.4 billion and adjusted earnings before interest, tax, depreciation, and amortization of $294 million. In addition, Upstart continues to expect total revenue growth of about 35% from 2025 to 2028.The company also said that it expects continued growth in loan originations and margin improvements in the latter half of 2026.<h2 class="st-heading-2">Upstart’s Highlight Segments</h2>Upstart’s total loan originations grew 77% YoY, with the total volume at about $3.4 billion. In its auto segment, originations grew more than 300% YoY while home loan originations grew about 250%, the company said.“Auto retail was the standout, with originations up roughly 13 times year-over-year and nearly doubling sequentially, driven by our rapidly expanding active dealer network. Our work to reduce friction for dealers is paying off,” Gu said.Additionally, more than one-quarter of the company’s home loans were fully automated, with the average time to close clocking in at six days from application to signing, compared to an industry average of roughly 40 days, Gu told investors.“Home and auto have found their places in the market, and it’s time to make them profitable,” he said.<h2 class="st-heading-2">Retail Stance On UPST</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/UPST">UPST stock</a> jumped from ‘neutral’ to ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.One bullish user said UPST stock “will be worth double in the next few months.”<stembedurl>https://stocktwits.com/Messerschmittbf109/message/652357176</stembedurl>Another user cited the management’s guidance, adding that they were “not even worried, the rest is just noise designed to scare you from your shares.”<stembedurl>https://stocktwits.com/Nicksliick/message/652367623</stembedurl>UPST stock has declined 32% so far in 2026.For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of Upstart Holdings Inc.

UPST Stock Craters Overnight After Big Q1 Miss — Retail Bulls Are Far From Shaken

Upstart Holdings posted a loss per share of $0.07, compared to expectations of earnings per share of $0.43 for the first quarter of 2026.

Equity

Upstart Q1 Earnings Call Highlights

Upstart (NASDAQ:UPST) reported strong first-quarter 2026 growth while reiterating full-year guidance, as newly appointed CEO Paul Gu and newly hired CFO Andrea Blankmeyer emphasized a strategy centered on capital-efficient expansion, improving AI-driven underwriting, and scaling newer lending produc...

Upstart (UPST) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

While the top- and bottom-line numbers for Upstart (UPST) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

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

• Reported GAAP EPS of -$0.07 down -133.33% YoY
• Reported revenue of $308.21M up 44.45% YoY

Stocktwits

Upstart Holdings Inc

 Q1 '26 Earnings Results & Recap

• Reported GAAP EPS of -$0.07 down -133.33% YoY
• Reported revenue of $308.21M up 44.45% YoY

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Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

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Upstart Holdings Inc

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