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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's blowout earnings and bullish 70% fiscal 2028 revenue growth forecast have ignited intense retail excitement, with traders celebrating the results and targeting new highs. The report detailed surging data center demand and an acquisition, fueling the AI trade's momentum despite analyst warnings on margins and valuation, while the community's focus is squarely on the stock's next moves versus persistent bears.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is surging past $100 with record ETF inflows driving the breakout, and the community is buzzing with bullish calls and long-term targets after a brutal downtrend. The broader crypto market recovery is supporting the move, with traders eager to see if resistance at $100 flips into new support.

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

Intel is drawing heavy retail attention as a battle plays out between bullish catalystslike Nancy Pelosi's large reported stake and a potential Nvidia partnershipand persistent fears over government share sales and alleged price manipulation. The broader semiconductor rally, fueled by Nvidia's earnings, is seen as a key swing factor for INTC's next move.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is surging after posting a strong Q2 earnings beat and raising its full-year guidance, with retail sentiment on Stocktwits turning extremely bullish as traders highlight the company's expanded Anthropic partnership and the end of the 'SaaSpocalypse' narrative, signaling a potential rotation back into software stocks.

HP Inc. is an information technology company, which engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.

HP Inc

HPQ is under heavy fire after its earnings beat was overshadowed by sliding PC unit volumes, memory-chip cost pressure from AI demand, and reliance on one-time tariff refunds that masked weaker core operations. Bears are calling for a breakdown toward the low-$20s, while value bulls defend the cheap multiple and dividend, framing the selloff as an overreaction in a tough hardware cycle.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo is drawing heavy debate as traders weigh worries about Google/Broadcom/Marvell routing shifts and possible China-related optical-component restrictions against confidence in its AI connectivity/AEC demand ahead of earnings. The community is split between dead money frustration and dip-buying conviction that the business momentum is intact.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is trending as retail traders react to reports that Nelson Peltz's Trian Fund Management has dropped plans for a take-private bid, sparking a sharp selloff. The community is split between those expecting a short squeeze and those worried about the stock's fundamentals without a buyout.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

ZEC is ripping higher on Grayscale's Zcash ETF (ZCSH) securing NYSE approval, fueling a massive bullish wave as traders pile in with $1,000+ targets and comparisons to Bitcoin's early days. The privacy coin momentum is drawing heavy attention, with CYPH's treasury angle adding fuel.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell is surging as traders pile in ahead of its earnings report, fueled by Nvidia's blowout results and the recent Google custom-chip deal that has the community buzzing about AI networking and custom silicon demand.

Fabrinet engages in the provision of optical packaging and electronic manufacturing services to original equipment manufacturers. The firm's engineering services include process design, failure analysis, reliability testing, tooling design, and real-time traceability system. Its manufacturing operations offer sensors, subsystems, customized optics, and optical modules and components. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

FN is trending after its earnings beat was overshadowed by a sharp selloff on margin and cash-flow worries, sparking debate over whether the drop is an overreaction. Multiple analysts raised price targets, and traders are actively discussing dip-buying and a potential rebound, while bears highlight the negative cash flow and margin pressures.

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CRWD Stock Soars After Firm Lifts Full-Year Growth Outlook On AI Security Demand

CRWD is ripping after a blowout quarterrecord net new ARR, raised full-year guidance, and CEO Kurtz calling it the best quarter in company historywith traders framing the surge as proof that AI adoption is fueling a cybersecurity demand boom, pushing retail sentiment to "extremely bullish."

CrowdStrike shares surged in after-hours trading after reporting second-quarter revenue of $1.47 billion and adjusted earnings of 31 cents per share, both beating Wall Street expectations. The cybersecurity firm also raised its full-year revenue outlook and net new annual recurring revenue growth forecast, driven by accelerating enterprise demand for AI security.

Nasdaq, S&P 500, Dow Futures Climb As Nvidia Outlook Boosts Markets: WEN, CRWD, CRM Stocks Also In Focus

Equity

Nvidia posted strong second-quarter results, reporting revenue of $96.2 billion, more than double the prior-year period, while earnings per share came in at $2.22 per share. 

The Austin-based company said it now expects full-year net new annual recurring revenue (ARR) to grow 34% at the midpoint, a sharp upgrade from its prior plan of 27.7% growth at the midpoint.


NVIDIA Reports +120% Earnings Growth: Ho-Hum, Just Another Day

The AI-chip leader posted a +120% year-over-year increase on its bottom line and +106% on the top.

Here's What Key Metrics Tell Us About CrowdStrike (CRWD) Q2 Earnings

The headline numbers for CrowdStrike (CRWD) give insight into how the company performed in the quarter ended July 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

CrowdStrike Holdings (CRWD) Q2 Earnings and Revenues Top Estimates

CrowdStrike (CRWD) delivered earnings and revenue surprises of +6.90% and +2.15%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

CrowdStrike Reports Beat-and-Raise Q2: 'Best Quarter' in Company History

CrowdStrike Holdings Inc (NASDAQ:CRWD) posts financial results for the second quarter of fiscal 2027 after the market close on Wednesday.read more...

CrowdStrike to Webcast Investor Briefing

CrowdStrike Holdings, Inc. (NASDAQ: CRWD) today announced that it will host a briefing for investors on September 2, 2026 during its Fal.Con 2026 conference. Event: CrowdStrike Investor Briefing Location: Las Vegas Date: Wednesday, September 2, 2026 Presentation time: 11:30 a.m. PDT Space for the...

CrowdStrike Reports Second Quarter Fiscal Year 2027 Financial Results

CrowdStrike Holdings, Inc. (Nasdaq: CRWD), today announced financial results for the second quarter fiscal year 2027, ended July 31, 2026. "Q2 was the best quarter in CrowdStrike's history," said George Kurtz, CrowdStrikes Founder and Chief Executive Officer. "Delivering record Falcon Flex results...

Can Rising Network Security Demand Boost PANW's Long-Term Growth?

Palo Alto Networks' strong firewall bookings, software growth and AI-driven traffic demand are strengthening its Network Security growth outlook.

NVIDIA and 4 Other Spectacular Earnings Charts You Must See

All five of these companies are earnings all-stars. Will they beat again?

$CRWD Q2 &#39;27 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.31 up 34.78% YoY
• Reported revenue of $1.47B up 25.83% YoY
• For full-year fiscal 2027, CrowdStrike expects total revenue of $5.99B, non-GAAP income from operations of $1.5B, and non-GAAP diluted net income per share of $1.25 to $1.26.

Stocktwits

Crowdstrike Holdings Inc

 Q2 '27 Earnings Results & Recap

• Reported GAAP EPS of $0.31 up 34.78% YoY
• Reported revenue of $1.47B up 25.83% YoY
• For full-year fiscal 2027, CrowdStrike expects total revenue of $5.99B, non-GAAP income from operations of $1.5B, and non-GAAP diluted net income per share of $1.25 to $1.26.

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Stocktwits Earnings

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Extremely Bullish Sentiment

$CRWD

$PANW

$NET

Cybersecurity is one of the market's most crowded trades right now, and $CRWD, $PANW, $NET, and $ZS each represent a different bet on where the next leg of growth comes from. If you had to put your money behind just one for the next 12 months, which are you choosing? Explain your reasoning in the comments.

Which cybersecurity stock will post the best performance over the next 12 months? 
 
Drop a comment for other tickers.

Stocktwits Polls

Investors are hyper-focused on how AI-driven threats are creating record demand for cybersecurity and high-quality security training data.

Bullish sentiment exploded after strong earnings beats and raised guidance validated software growth amid an AI-focused market rally.

Traders are identifying a wider sector rotation where enterprise software firms are finally getting rewarded for strong AI monetization.

Smart money was seen positioning aggressively with heavy call spreads and whale-sized strangle activity ahead of the earnings print.

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