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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), 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 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

Intels weaker-than-expected fourth-quarter outlook, tied to soft PC demand, memory-cost pressures and supply constraints, drove a sharp selloff despite stronger data-center growth. Traders are split between calling the drop an overreaction and buying the dip, and viewing the guidance as evidence of deeper execution and PC-market problems.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results have focused attention on heavy AI infrastructure spending, negative free cash flow and modest earnings and revenue misses, weighing on the shares. Traders are split: some see the spending and cash burn as a risk to returns, while others point to strong AWS growth as evidence the investment is paying off.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances updated Lifileucel lung-cancer data sparked a sharp selloff: the overall response rate was broadly unchanged, while a retrospective biomarker-selected subgroup showed a much higher response rate. Traders are split between viewing the subgroup findings and planned prospective study as promising and worrying that immature durability data, regulatory uncertainty, and managements presentation could delay or narrow the path to approval.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

A reported massive Binance security breach is driving Bitcoin discussion and selling pressure, with traders concerned about crypto security and broader confidence even as some fear contagion to the market. Others argue the incident concerns an exchange rather than Bitcoins network and view the pullback as a buying opportunity.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits strong quarterly results were overshadowed by a below-consensus outlook, declining search referrals and weaker U.S. user metrics; plans to require logins for some browsing also raised fears of further traffic losses. Traders largely focused on the sharp selloff, with bears questioning growth and the login strategy while some investors called the reaction excessive and viewed the stock as a buying opportunity.

BNB is the native utility token of the BNB Chain ecosystem, acting as a multi-chain asset that powers decentralized applications and facilitates value exchange across its network. It serves as the primary asset for paying transaction gas and smart contract deployment fees while providing users with tiered fee discounts on the Binance exchange. The project’s main value proposition lies in its unified multi-chain architecture, which integrates a smart contract platform, a Layer 2 scaling solution, and a decentralized data storage network into a cohesive settlement and data availability layer.  The network operates on a Proof of Staked Authority consensus mechanism, utilizing a group of 21 active validators known as the Cabinet to verify transactions and produce blocks every 3 seconds. Validators are elected daily based on the amount of BNB staked or delegated to them, and the system employs fast finality and slashing penalties to maintain security and integrity. To manage its long-term economy, the project uses a programmatic dual-burn strategy that permanently removes tokens through real-time fee destruction and quarterly buybacks.  Launched in 2017 by the Binance platform, the project initially distributed 50% of its 200 million token supply to the public, while the founding team received 40% and angel investors were allocated 10%. Though it began as a token on the Ethereum network, it eventually migrated to its own autonomous architecture that remains fully compatible with the Ethereum Virtual Machine. Today, the token's utility includes paying for network gas, participating in staking rewards, and enabling decentralized governance through which holders can vote on technical upgrades and economic changes.

Binance

A suspected Binance security breach is driving attention, with traders expressing concern about exchange safety, withdrawal access, and possible spillover across crypto. Some view the incident as a serious security risk, while others speculate the hack reports are exaggerated or being used as market shakeout FUD.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

Silvers persistent selloff and breach of a closely watched support area dominate discussion, with many traders frustrated by continued losses despite safe-haven and supply-deficit arguments. Some attribute the pressure to firmer yields and rate concerns or profit-taking, while bullish traders call the decline oversold or manipulated and continue buying physical silver.

Listed Funds Trust - Roundhill Magnificent Seven ETF

Roundhill Magnificent Seven ETF

MAGS is drawing attention as traders reassess Magnificent Seven stocks amid concerns that heavy AI investment is pressuring cash flow and may take time to pay off, with Alphabets softer Search growth adding to the scrutiny. Views are split between expecting further weakness and seeing the pullback as a rotation or buying opportunity.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

BMNRs Ethereum-treasury strategy and progress toward its ETH accumulation target dominate discussion, alongside volatility in ETH and broader crypto markets. Traders debate whether the treasurys holdings, buybacks, and discount to net asset value support the bull case, while others worry that nearing the accumulation goal removes a buying catalyst and criticize the stocks sharp declines and weak performance relative to ETH.

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 caught in a broader AI and semiconductor selloff as investors question whether hyperscalers heavy AI spending will generate adequate returns, with weak Amazon and Intel results and Alphabets decline weighing on tech sentiment. Traders are divided between seeing an AI-bubble or circular-financing risk and arguing that continued cloud growth and infrastructure spending support chip demand; reports alleging China-related ties to CEO Jensen Huang are another source of concern, though Nvidia has disputed the claims.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

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NVDA Stock Slips After Hours: Expectation-Beating Q1, Share Buybacks, And Dividends Do Little To Shake Zero China Revenue Assumptions

Equity

NVDA sees Q2 revenue at $91 billion and is not assuming any Data Center compute revenue from China in its outlook.

iShares Trust - iShares ESG Advanced MSCI USA ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Raises dividend to $0.25 per share from $0.01 per share.&nbsp;</li><li>Announces $80 billion worth of share repurchases.</li><li>Q1 revenue and earnings beat analyst expectations.&nbsp;</li></ul>Nvidia shares eased about 1% in after-hours trading after the chipmaker’s strong Q2 revenue guidance failed to excite investors amid its decision to assume zero China data-center revenue.&nbsp;&nbsp;Sales in the second quarter of FY27 will be about $91 billion, the company said in a statement. According to Bloomberg, analysts estimated $87 billion on average, while&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a> estimated&nbsp;as high as $97 billion for the current quarter.&nbsp;Nvidia has also been keen on selling its chips in Chinese markets. While NVDA’s CEO Jensen Huang joined U.S. President Donald Trump on his recent visit to China, which resulted in talks around selling its H200 chips, there has been no concrete deal signed yet.&nbsp;“NVIDIA is not assuming any Data Center compute revenue from China in its outlook,” the chipmaker wrote in its earnings statement.&nbsp;&nbsp;Nvidia currently is the top seller of AI chips and a market leader, but is facing intense competition from other U.S. chipmakers as well as hyperscalers like Amazon and Alphabet, who are trying to develop their own chips to reduce their reliance on Nvidia.&nbsp;Recently listed Cerebras and its silicon are also being touted as rivals to Nvidia’s chips.&nbsp;The company undoubtedly retains its top position so far and has consistently beaten earnings expectations over several quarters, which analysts have begun to price into the stock, with most attention on the expected growth and new markets the company can tap in the coming years.&nbsp;“Nvidia delivered another beat, but at this point that’s essentially priced in as it keeps beating quarter after quarter,” Emarketer analyst Jacob Bourne said in a note, accessed by Bloomberg. “The lingering question is whether it can convince investors the AI build-out has durability into 2027 and 2028.”&nbsp;Nvidia boosted shareholder rewards by increasing its quarterly dividend to $0.25 a share from a $0.01. The chipmaker also announced $80 billion in stock repurchases.&nbsp;<h2 class="st-heading-2">NVDA’s New Reporting Framework&nbsp;</h2>NVIDIA is transitioning to a new reporting framework that better reflects its current and future growth drivers. NVIDIA will have two market platforms — Data Center and Edge Computing. Within Data Center, NVIDIA will report two sub-markets, Hyperscale and ACIE, which&nbsp;include AI Clouds, Industrial, and Enterprise.&nbsp;Hyperscale will include revenue from the public clouds and the world’s largest consumer internet companies, while ACIE addresses NVIDIA’s growth opportunity in diverse AI purpose-built data centers and AI factories across industries and countries. Edge Computing highlights data processing devices for agentic and physical AI, including PCs, game consoles, workstations, AI-RAN base stations, robotics, and automotive.&nbsp;<h2 class="st-heading-2">NVDA’s Q1 Highlights&nbsp;</h2>Nvidia reported record revenue for the first quarter ended April 26, 2026, of $81.6 billion, up 20% from the previous quarter and up 85% from a year ago, while also beating analyst expectations of&nbsp; $78.86 billion.&nbsp;The company reported adjusted earnings of $1.87 per share, beating estimates of $1.76 per share.“Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries,” said Jensen Huang, founder and CEO of NVIDIA. “NVIDIA is uniquely positioned at the center of this transformation as the only platform that runs in every cloud, powers every frontier and open source model, and scales everywhere AI is produced — from hyperscale data centers to the edge.”&nbsp;&nbsp;<h2 class="st-heading-2">NVDA Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘extremely bullish’ with ‘extremely high’ message volumes.&nbsp;&nbsp;One user highlighted possible competition from China in the chipmaking business.&nbsp;<stembedurl>https://stocktwits.com/mokena1234/message/653985882</stembedurl>The stock has soared 20% year-to-date.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/dow-clocks-best-day-so-far-this-month-s-and-p-500-and-nasdaq-climb-as-oil-yields-cool-off-meta-low-has-nvda-intu-in-focus/cZXxB4ORenn">Dow Clocks Best Day So Far This Month, S&amp;P 500 And Nasdaq Climb As Oil, Yields Cool Off— META, LOW, HAS, NVDA, INTU In Focus</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nvidia logo is displayed on a smartphone screen placed on a reflective surface onto which the company's logo is projected. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Nvidia shares eased about 1% in after-hours trading after the chipmaker’s strong Q2 revenue guidance failed to excite investors amid its decision to assume zero China data-center revenue.&nbsp;&nbsp;

Cerebras Systems Inc

Alphabet Inc Class A

VanEck Semiconductor ETF

iShares ESG Advanced MSCI USA ETF

Vanguard Information Technology ETF

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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