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Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull is currently drawing heavy retail interest as traders bet on a potential post-earnings breakout, with massive call volume and discussions centered on the upcoming results acting as a catalyst for a possible price squeeze. Despite the persistent frustration over the stock's long-term stagnation in the seven-dollar range, the community remains divided between those viewing current volatility as a manipulation-driven stop-loss raid and those aggressively loading positions in anticipation of a significant move.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is facing significant volatility as investors debate whether AI adoption will act as a major growth catalyst or a competitive threat to its core business. The community remains deeply divided, with many traders focused on technical support levels and massive buyback programs, while others remain skeptical about the software sector's resilience against the rapid advancement of generative AI tools.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending as investors react to a significant government funding initiative, where the company signed a letter of intent for a multimillion-dollar investment in exchange for equity. While the community remains sharply divided, with some highlighting record-breaking bookings and others expressing skepticism over profitability and potential share dilution, the stock continues to see high volume and intense volatility as traders debate its long-term viability in the quantum sector.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is currently experiencing high volatility driven by extreme FOMO and investor speculation, with the community sharply divided between those betting on the company's long-term potential in AI and data center architectures and those warning that the recent price surge is a manipulated bubble disconnected from fundamentals. Market participants are intensely debating the impact of SoftBank's heavy float ownership, recent insider selling, and analyst skepticism, while traders actively seek to capitalize on or hedge against the stock's parabolic momentum.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is capturing significant investor attention following a major government commitment of $100 million in funding to accelerate its quantum R&D, a move widely viewed as a signal of long-term strategic importance. The community is actively debating the stock's valuation relative to its revenue, with some bullish participants pointing to sovereign-backed validation as a catalyst for future growth while skeptics express caution regarding dilution and the long timeline to commercial scalability.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware Co. Ltd. (MWC) is experiencing intense volatility and trading activity as investors react to its recent IPO status and strategic partnerships with major automotive manufacturers like Toyota and Honda. The community is sharply divided, with bulls anticipating a short squeeze or significant upside potential, while bears frequently label the aggressive price swings as a classic pump-and-dump scheme.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is currently in focus as investors balance its reputation as a defensive, high-valuation retail leader against potential margin pressures from persistent inflation and broader consumer spending headwinds. The community is actively debating the stock's elevated P/E ratio, with bullish traders highlighting its strategic e-commerce and advertising growth, while bears express concern over the company's sensitivity to rising fuel costs and shifting discretionary demand.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire Corp is seeing significant volatility and high retail engagement as investors position themselves ahead of the SpaceX IPO, viewing the stock as an undervalued infrastructure play for the space economy. Community sentiment remains bullish, with traders actively discussing recent contract awards and dismissing short-term dips as institutional manipulation or shakeouts of weaker hands.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending following a double earnings beat that topped revenue and EPS estimates, sparking a volatile market reaction as investors weigh the results against concerns about software-as-a-service (SaaS) demand and AI-driven disruption. The community is actively debating whether the stock is undervalued after a significant decline or if the sector remains fundamentally pressured by artificial intelligence shifting corporate spending patterns.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is seeing heightened market activity following a major government announcement that it will receive $100 million in federal funding alongside equity participation as part of a $2 billion strategic investment across the quantum sector. Investors are actively discussing the firm's pivot to a state-backed infrastructure role, with sentiment split between excitement over this long-term technological validation and intense debate regarding potential share dilution and price support levels.

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NVIDIA Corp

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<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)

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

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;

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

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