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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 shares are under pressure as traders react to the boards investigation into Jensen Huangs admitted affair with a businesswoman reported to have suspected ties to Chinese intelligence, raising concerns about governance, possible information leaks, and Huangs future as CEO. The community is divided between seeing the probe and leadership uncertainty as a serious overhang and treating the controversy as unrelated to Nvidias AI-chip business and a buying opportunity.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is under heavy selling pressure ahead of its Q3 earnings report, with traders speculating about a possible leak while others see the decline as pre-report positioning; a leak is unconfirmed. Bulls point to growth and potential upbeat guidance, while bears worry that the Eli Lilly obesity-drug deal could pressure margins and profitability.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWMs sharp rally is drawing attention as small caps outperform, with traders describing a possible low-volume short squeeze and rotation into the Russell 2000. Bulls are chasing calls and citing hopes for easing inflation, while skeptics question the moves strength given reported weak flows and limited volume.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics quarterly revenue beat and higher full-year outlook, driven by BRIUMVI growth, are the main focus; shares saw a sharp post-results dip and recovery, prompting debate over a sell the news reaction versus short-driven volatility. Traders are also watching for Phase 3 results on subcutaneous BRIUMVI as a next potential catalyst.

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 rally is drawing attention after Oppenheimer upgraded the stock, while Google Clouds use of EPYC processors in its AI infrastructure added a company-specific catalyst. Traders also point to money rotating from Nvidia amid a CEO-related investigation, though some see the move as sentiment-driven and question AMDs valuation.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It 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 shares are rallying sharply ahead of its Q3 earnings report, with traders speculating about short covering and an earnings leak, though neither explanation is confirmed. The move has fueled hopes for a turnaround, while many investors worry that weak results or guidance could erase the gains.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

A quarterly earnings shortfall and reduced full-year revenue guidance, tied largely to federal Dedrone drone deployments being delayed, have driven a sharp selloff. Traders debate whether the decline overreacts to a timing issue or reflects high valuation and weaker near-term growth, with some buying the dip and others expecting further downside.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Agility Robotics Inc.

Agility Robotics Inc. - Ordinary Shares - Class A

Post-merger selling in Agility Robotics is drawing attention, with traders pointing to typical de-SPAC volatility and questioning the companys steep losses, limited revenue, and path to commercial scale. Some remain bullish on humanoid robotics and the companys reported orders, but the discussion is dominated by skepticism about valuation and near-term execution.

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

Capricors pending FDA decision on deramiocel for Duchenne muscular dystrophy, focused on the amended upper-limb-function evidence from HOPE-3, is driving attention ahead of the Nov. 22 PDUFA date. Bulls cite the trial data and a letter urging approval from 28 investigators, while skeptics point to FDA scrutiny and the earlier negative advisory-panel vote on the cardiac indication; short-squeeze speculation adds to the debate.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

SITC data from Candels PrTK05 prostate-cancer study, highlighting systemic immune activation and transient vector clearance, has renewed attention on the planned CAN-2409 BLA submission, following positive Phase 3 results. Bulls view the findings as supportive of the regulatory package, while skeptics question whether the biomarker data materially reduce BLA risk and remain concerned about timing, CEO transparency and possible dilution.

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US Foods Q3 Earnings Surpass Estimates, Sales Increase Y/Y

USFD's Q3 earnings beat estimates on stronger margins and case volumes, but sales fall short as it narrowed the fiscal 2026 growth outlook.

US Foods (USFD) Surpasses Q3 Earnings Estimates

US Foods (USFD) delivered earnings and revenue surprises of +0.80% and -1.53%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

US Foods Reports Third Quarter Fiscal Year 2026 Earnings

US Foods Holding Corp. (NYSE: USFD), one of the largest foodservice distributors in the United States, today announced results for the third quarter of fiscal year 2026. Third Quarter Fiscal 2026 Highlights Total case volume increased 1.3%; independent restaurant case volume increased 5.0% Net...

US Foods Q3 Earnings on the Horizon: Essential Insights for Investors

USFD's third-quarter results are likely to benefit from customer wins, digital capabilities and operational efficiencies, despite weak restaurant traffic and rising costs.

Is USFD Worth Buying as Fast EPS Growth Meets a Premium Valuation?

USFD's projected 20.1% earnings growth and strong cash flow bolster its appeal, but a premium valuation and rising costs raise questions about buying now.

USFD Jumps 11.8% in the Past Month as Growth Momentum Accelerates

USFD shares jump 11.8% in a month as customer growth, margin gains and AI initiatives strengthen, but restaurant traffic pressure and rich valuation pose risks.

USFD Q2 Earnings Jump as Restaurant Growth and Margins Strengthen

US Foods' Q2 earnings rise 21% as independent restaurant demand accelerated and margins widened, supporting its reaffirmed fiscal 2026 growth outlook.

Analysts Estimate JBS N.V. (JBS) to Report a Decline in Earnings: What to Look Out for

JBS N.V. (JBS) 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.

US Foods (USFD) Earnings Expected to Grow: Should You Buy?

US Foods (USFD) 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.

US Foods to Host Third Quarter 2026 Financial Results Conference Call and Webcast

US Foods Holding Corp. (NYSE: USFD) will host a live conference call and webcast to discuss third quarter 2026 results on Thursday, November 5, 2026, at 8 a.m. CST. The conference call can be accessed live over the phone by dialing (888) 660-6196. Listeners should dial in 10 minutes prior to the...

• Reported GAAP EPS of $1.26 up 17.76% YoY
• Reported revenue of $10.4B up 2.07% YoY
• US Foods tightened FY2026 guidance to Net Sales growth of 4% to 5%, Adjusted EBITDA growth of 9% to 11%, and Adjusted Diluted EPS growth of 18% to 20%.

US Foods tightened FY2026 growth ranges amid sustained slower macroeconomic conditions and elevated fuel costs, reported higher operating expenses, and cited consumer-behavior and pharmaceutical risks to away-from-home food consumption.

US Foods recorded independent restaurant case growth and consecutive share gains, increased Adjusted EBITDA and margin, and advanced digital and AI initiatives while acquiring Prime Line to broaden specialty and imported assortment.

Foods Holding Corp. engages in the marketing, sales, and distribution of fresh, frozen, and dry food and non-food products to foodservice customers. It offers services under the brands of Chef’s Line, Rykoff Sexton, Metro Deli, Stock Yards, Cattleman’s Selection, Cross Valley Farms, del Pasado, Devonshire, Glenview Farms, Harbor Banks, Hilltop Hearth, Molly’s Kitchen, Monarch, Monogram, Pacific Jade, Patuxent Farms, Rituals, Roseli, Superior, Thirster, Harvest Value, and Valu+Plus. The company was founded on May 23, 2007 and is headquartered in Rosemont, IL.

US Foods Holding Corp

Performance Food Stock Jumps On Reports Of Acquisition Interest From US Foods

Equity

Neutral Sentiment

Performance Food Group’s (PFGC) shares surged 10% in premarket trading on Friday after reportedly receiving a takeover interest from US Foods Holding Corp (USFD), a potential deal that would create a food distribution company with combined sales of roughly $100 billion.US Foods has been evaluating an acquisition of Performance Food and expressed interest in a potential combination in recent months, according to a Bloomberg News report, citing people familiar with the matter.<a href="https://stocktwits.com/symbol/USFD">US Foods</a> shares fell 1.3% in premarket trading. Retail sentiment around the stock improved to ‘extremely bullish,’ from ‘bullish’ a day ago, with chatter being ‘high,’ according to Stocktwits data.The retail sentiment on<a href="https://stocktwits.com/symbol/PFGC">&nbsp;Performance Food’s</a>, on the other hand, improved to ‘bullish,’ from ‘neutral’ a day ago, Stocktwits data showed.Performance Food and US Foods serve a wide range of products, including fresh produce, meats, seafood, and dairy, to restaurants, schools, and hotels.The report said that any deal between the companies could face regulatory scrutiny and that there was no certainty that the deliberations would lead to a transaction.US Foods had a market capitalization of $18.57 billion as of last close, while Performance Food’s had a value of $14.12 billion.In 2013, Sysco Corp (SYY) agreed to buy US Foods for $8.2 billion in a bid to consolidate its position as a leading national foodservice distributor. However, the Federal Trade Commission (FTC) moved to block the merger, citing antitrust concerns that it could stifle competition and drive up prices.To address regulatory objections, Sysco proposed divesting 11 US Foods distribution centers to Performance Food Group. But in 2015, a federal judge ruled in favor of the FTC, issuing an injunction that halted the transaction.Sysco subsequently terminated the deal and paid US Foods a $300 million breakup fee.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See:<a href="https://stocktwits.com/news-articles/markets/equity/opec-sees-oil-demand-climbing-through-2050-thanks-in-part-to-trump-s-paris-climate-accord-exit/ch8cIMRR5mr">&nbsp;OPEC Sees Oil Demand Climbing Through 2050 — Thanks In Part To Trump’s Paris Climate Accord Exit</a>

Pre-cut and pre-packaged veggies in produce aisle of supermarket, Queens, New York.

US Foods signaled interest in pursuing a strategic combination with Performance Food in recent months; however, any deal between the companies could face regulatory scrutiny, according to a Bloomberg News report.

Performance Food Group Company

Sysco Corp.

Buying the dip

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Holding

Waiting for the investigation results to decide

Nvidia ($NVDA) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

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) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

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$USFD Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $1.26 up 17.76% YoY
• Reported revenue of $10.4B up 2.07% YoY
• US Foods tightened FY2026 guidance to Net Sales growth of 4% to 5%, Adjusted EBITDA growth of 9% to 11%, and Adjusted Diluted EPS growth of 18% to 20%.

Stocktwits Earnings

$USFD  with all that is going with Internet connected freezers, buy yourself a small farm when you can grow food

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