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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 trending as traders bet on a semiconductor sympathy rally following Nvidia's earnings, while also debating the impact of the upcoming government share lockup expiry and recent $20 billion capital raise. The stock is also drawing attention from political trading circles following Nancy Pelosi's significant purchase and ongoing accusations of market manipulation.

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 trending as its post-earnings reaction sparks debate over the quality of its beat, with bears highlighting declining PC unit shipments and margin pressure from AI-driven memory chip cost spikes, while bulls tout the better-than-expected results and raised outlook.

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

The community is closely watching CRDO's sharp price swings, with sentiment split between those frustrated by its underperformance relative to peers like AAOI and ALAB, and bulls who view the dip as a buying opportunity. A TD Cowen note reiterating a Buy rating and highlighting potential upside ahead of earnings is serving as a key reference point, with many members debating whether the recent volatility is a precursor to a rebound or a sign of further downside.

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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ServiceNow is drawing heavy attention as the software sector rotates back into focus, with traders citing Salesforce's strong earnings as a positive read-through for NOW and the broader enterprise AI narrative. The community is split between bullish longs pushing for a breakout above key resistance and skeptics warning of continued valuation pressure, while many highlight the upcoming Snowflake earnings as the next potential catalyst for the group.

ServiceNow shares gained momentum alongside other enterprise software stocks following strong earnings results and raised guidance from Salesforce, which helped alleviate broader market concerns regarding AI disruption in the software sector.

ServiceNow (NOW) Stock Is Trending After Hours: Here's Why

ServiceNow shares jumped 3.37% in after-hours trading on Wednesday, following renewed attention from Jim Cramer's remarks.read more...

What's Going On With ServiceNow Stock Wednesday?

ServiceNow (NOW) shares fell ~2% on profit-taking. Read the latest technical analysis, cooling momentum indicators, and levels.read more...

Intuit CEO Admits Pricing Is Driving TurboTax Customers Away, Says Low-Cost Fix Coming As Stock Extends Tumble Overnight  

Equity

CFO Sandeep Aujla said the company’s fiscal 2027 outlook reflects “deliberate actions” to improve the price-value equation for customers.


DDOG vs. NOW: Which Cloud Software Stock Has an Edge Right Now?

Datadog edges out ServiceNow as faster growth, stronger earnings surprises and expanding AI opportunities help support its premium valuation.

Can Rising Adoption of Rovo Help Atlassian Accelerate Its ARR Growth?

Rovo adoption is strengthening TEAM's customer expansion, seat growth and cross-selling, supporting its ARR growth opportunity.

Can NOW's Tech Mahindra Deal Boost Its AI Edge Over CRM & MSFT?

ServiceNow's expanded Tech Mahindra deal aims to scale enterprise AI, strengthen governance and support AI monetization amid rising competition.

Salesforce Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?

CRM heads into Q2 earnings with 10.6% revenue growth expected as AI cloud demand, acquisitions and disciplined spending support results.

ServiceNow (NOW) Faces Questions Over Acquisitions and Capital Allocation

ServiceNow (NOW) Faces Questions Over Acquisitions and Capital Allocation...

Is UiPath's Expanding ARR Strengthening Its Long-Term Growth Story?

PATH's ARR increases from $1.46 billion in Q4 fiscal 2024 to $1.9 billion in Q1 fiscal 2027, highlighting resilient demand for AI-powered automation.

ServiceNow (NOW) Up 41.1% Since Last Earnings Report: Can It Continue?

ServiceNow (NOW) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

$NOW Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.29 down -21.62% YoY
• Reported revenue of $3.99B up 24.01% YoY
• ServiceNow expects Q3 2026 subscription revenues between $3,975 million and $3,980 million, representing 20.5% year-over-year growth, while raising full-year 2026 subscription revenue guidance to $15,760 million to $15,780 million.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

Extremely Bearish Sentiment

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$TSLA

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$IBM

Alphabet, Tesla, ServiceNow, and IBM all report earnings after the close today. Which earnings release will you be watching the closest? Vote and explain your reasoning in the comments.

Which earnings release after the close today are you most excited for: $GOOGL, $TSLA, $NOW, or $IBM? 
 
Drop a comment for other companies that are reporting.

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Alphabet Inc Class A

International Business Machines Corp.

Which earnings release after the close today are you most excited for: 

? 
 
Drop a comment for other companies that are reporting.

Stocktwits Polls

Investors are shifting focus back to enterprise software as strong sector earnings and AI integrations challenge the bearish SaaS narrative.

Traders are closely watching the $130 price level as the stock struggles to break through a significant technical wall.

Market sentiment is growing around how major platforms are successfully leveraging proprietary data to drive AI-powered revenue growth.

A segment of the community is betting on a rapid move upward, fueled by anticipation of short-covering and potential breakout momentum.

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