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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 is trending amid discussions around potential trade deals with China, particularly regarding access to NVIDIA's Blackwell chips. The community is weighing the implications of these discussions, with some anticipating a positive catalyst and others expressing skepticism about the outcomes. NVIDIA recently achieved a $5 trillion market cap, fueling debates about its valuation and future growth prospects within the AI sector.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending downwards as investors react to the company's earnings report, which included a significant one-time tax charge and forecasts of increased capital expenditures for AI development. The community is debating whether this decline presents a buying opportunity or signals concerns about future profitability and spending discipline. Some believe the market is overreacting to a non-recurring event, while others worry about the long-term implications of Meta's aggressive AI investments.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending amid discussions surrounding its recent earnings report and forward guidance, with some investors expressing concern about increased spending on AI and its impact on profitability.  Community talking points include the company's Azure cloud growth, its stake in OpenAI, and reactions to the Trump-Xi meeting. The stock's movement is also being discussed in the context of broader market trends and the performance of other tech giants.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending as it approaches all-time highs, fueled by its AI narrative and a recent partnership with NVIDIA, leading to speculation about a potential stock split. Community members are debating the company's valuation and earnings potential, with some anticipating a continued surge while others foresee a pullback. The stock's momentum and strong retail interest have created a battleground between bulls and bears as earnings approach.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf ($WULF) is trending amid discussions of its recent $900M convertible note offering and its implications for dilution and growth, with community members debating the bullish and bearish interpretations of the financing structure. Bullish sentiment highlights the potential for expansion in AI and data centers, while bears focus on the risk of short-term price decline. The conversation also includes speculation around potential partnerships with major players like Google.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is trending as investors anticipate earnings, with community members discussing potential upgrades and a possible run to $300, fueled by AI, cloud, and advertising services growth. The stock is also benefiting from a lifted DOJ overhang and renewed interest from analysts, with some highlighting its relative undervaluation compared to peers. Additionally, a partnership with NextEra Energy to power AI data centers with nuclear energy is driving positive sentiment.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARBB is trending due to after-hours momentum and a low float, sparking community interest in a potential short squeeze. Discussions revolve around its potential to reach higher price levels, with some comparing it to other recent high-flying stocks. However, caution is advised as some traders are calling it a pump and dump scheme.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is trending downwards after a significant earnings miss and slashed guidance, prompting analyst downgrades and heavy discussion of potential corporate fraud. The community is debating whether the steep drop represents a buying opportunity or a sign of deeper issues, with some pointing to management changes and oversold conditions as potential catalysts for a rebound. Discussions also involve the company's long-term debt and a potential shift to the NASDAQ.

Alphabet Inc - Ordinary Shares - Class C

Recent reports of Google's Q3 earnings exceeding expectations, along with growth in its AI and cloud services, have generated significant buzz around $GOOG. Community members are discussing the potential for the stock to reach new heights, fueled by optimism around Google's advertising, AI strategy, and cloud computing.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The Invesco QQQ Trust Series 1 (QQQ) is trending amid discussions around potential trade deal implications after recent communications between global leaders. The market is analyzing the potential impacts of these discussions on sectors heavily represented in the fund, particularly technology. Community sentiment appears cautiously optimistic, yet acknowledges that previous similar announcements have not led to substantial long-term gains.

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<ul class="summary-bullets"><li>Azure's constant-currency revenue growth was 39%.</li><li>On Capex, CFO Amy Hood said, “Total spend will increase sequentially, and we now expect the FY'26 growth rate to be higher than FY'25.”</li><li>Microsoft stock has gained 29% year to date, outpacing the broader market and the tech sector.</li></ul>Microsoft Corp. (MSFT) stock slipped nearly 4% in Wednesday’s extended trading after the software giant’s second-quarter revenue guidance, which was in line with&nbsp;Wall Street’s expectations, disappointed investors.&nbsp;Deepwater Asset Management’s Gene Munster, however, said, “The big picture remains intact.”&nbsp;The company entered the $4 trillion market-capitalization club on Monday amid a series of positive artificial intelligence (AI) tidings from companies, including Nvidia (NVDA).&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> has gained 29% year to date, outpacing the broader market and the tech sector.<h2 class="st-heading-2">Analyst Laud MSFT’s Q1 Print</h2>Microsoft analysts were largely bullish, while traders bid the stock down in the after-hours session. While appearing on Yahoo Finance, RBC Capital Markets analyst Rishi Jaluria&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/YahooFinance/status/1983638459274162355">said</a>, “This is everything we could've asked for.” He underscored the 39% constant-currency revenue growth in Azure, the broad-based beat across every single metric, and the company’s continued cost discipline. “If the stock is down tomorrow morning, I would be a buyer.”Munster said Microsoft provided second-quarter Azure constant-currency growth guidance of 37%, slightly above the 36.5% consensus estimate. He noted that in the past, the upside relative to the consensus was 2-3 percentage points. “People wanted a little bit more,” he added.On the earnings call, CFO Amy Hood said second-quarter revenue will likely be $79.5 billion to $80.6 billion compared to the Fiscal.ai-compiled consensus of $80.10 billion, according to a transcript of the call made available by Koyfin. The executive said the operating margin will be flat year over year (YoY), in line with historical seasonality.While refraining from giving capital expenditure (Capex) guidance in dollar terms, Hood said Microsoft was increasing its spend on GPUs and CPUs due to accelerating demand and a growing remaining performance obligation (RPO) balance. “Therefore, total spend will increase sequentially, and we now expect the FY'26 growth rate to be higher than FY'25,” she said.&nbsp;Munster said he estimates that capex will increase by 45%-50%. “The overall takeaway is that they are fully bought into the opportunity around AI [artificial intelligence] and may want to continue to invest in infrastructure, part for Azure, part for getting a big AI brain that they love third parties to leverage.”&nbsp;In a statement, Chairman and CEO Satya Nadella said, “Our planet-scale cloud and AI factory, together with Copilots across high-value domains, is driving broad diffusion and real-world impact,” adding that “It’s why we continue to increase our investments in AI across both capital and talent to meet the massive opportunity ahead.”<h2 class="st-heading-2">Microsoft’s Q1 Earnings Snapshot</h2>CFO Amy Hood said, “We delivered a strong start to the fiscal year, exceeding expectations across revenue, operating income, and earnings per share.”&nbsp;Here are MSFT’s headline Q1 metrics:-GAAP earnings per share (EPS): $3.66 (up 13% YoY) Vs. $3.55 consensus-Revenue: $77.7B (up 18.4%) Vs. $75.39B consensusMicrosoft noted that its adjusted EPS climbed 23% to $4.13. Azure and cloud services revenue climbed 40% on a reported basis and 39% on a constant-currency basis. Intelligent Cloud revenue, which includes Azure, rose 28% to $30.9 billion, and overall Microsoft Cloud revenue was up 26% at $49.1 billion. Meanwhile, More Personal Computing revenue rose 4% to $13.8 billion.<h2 class="st-heading-2">How Retail Feels About MSFT’s Q1 Print</h2>On Stocktwits, Microsoft stock was among the top five trending equity tickers by late Wednesday. Retail sentiment toward the stock improved a few notches within the ‘extremely bullish’ territory, and the message volume stayed ‘extremely high.’A bullish watcher predicted a stock rebound, banking on potential analysts’ price target revisions and ratings upgrades.<stembedurl>https://stocktwits.com/Fire_Monkey/message/634251776</stembedurl>Another user shrugged off the post-earnings decline as a “one-day” move and predicted the stock would run toward $600. On Wednesday, the stock settled at $541.55.<stembedurl>https://stocktwits.com/scotttrader213/message/634250876</stembedurl>The average analyst’s price target for Microsoft stock is $621.07, according to Koyfin, implying nearly 15% upside from its closing price on Tuesday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-crushes-q3-stock-soars-after-hours/cLGFQ9qR3DJ">Alphabet Crushes Q3: Stock Soars After-Hours As Retail Traders Hail Google Parent As Next $4 Trillion Giant</a>

The Microsoft logo represents the American multinational corporation and technology company best known for its software products like Windows.

Microsoft Analyst Says ‘This Is Everything We Could Have Asked For’ After Q1 Beat: Soft Guidance Throws Wrench In Stock Rally

On Capex, CFO Amy Hood said, “Total spend will increase sequentially, and we now expect the FY'26 growth rate to be higher than FY'25.”

Equity

<ul class="summary-bullets"><li>OpenAI has reportedly kicked off IPO talks, with plans to raise at least $60 billion.</li><li>The company might appoint advisors as early as the second half of 2026,&nbsp;according to a new report.</li><li>The IPO, while planned for 2027, could also come by late 2026.&nbsp;</li></ul>OpenAI has kicked off discussions for its initial public offering (IPO) that could value the ChatGPT maker at $1 trillion — an unprecedented feat for a company going public — Reuters reported on Wednesday, citing unnamed sources.It is considering filing with securities regulators as soon as the second half of 2026, with preliminary plans to raise at least $60 billion, according to the <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/openai-lays-groundwork-juggernaut-ipo-up-1-trillion-valuation-2025-10-29/">report</a>. CFO Sarah Friar has reportedly told some associates the company is aiming for a 2027 listing, but some advisers predict it could come even sooner, around late 2026.The Reuters report comes a day after OpenAI announced it had completed its shift to a for-profit company.Under the new structure, the non-profit OpenAI Foundation will have legal control over a public benefit corporation called OpenAI Group, which is free to raise funding. OpenAI Foundation will own a 26% stake in the for-profit entity, Microsoft will own 27%,&nbsp;and investors and employees will hold the remaining stake.Although the timing and quantum of fundraising would depend on market conditions, an IPO would open the door to more efficient capital raising and enable larger acquisitions using public stock, helping to finance CEO Sam Altman's plans to pour trillions of dollars into AI infrastructure, according to people familiar with the company's thinking."I think it's fair to say it is the most likely path for us, given the capital needs that we'll have," Altman said in a livestream on Tuesday, referring to the IPO plans.A successful offering would also mark a win for its major investors such as SoftBank, Microsoft, Thrive Capital, and Abu Dhabi's MGX, among others.&nbsp;Since the launch of ChatGPT in 2022, OpenAI has been at the forefront of global AI proliferation, with several companies in the domain swelling to multi-billion-dollar valuations. Meanwhile, AI-driven optimism at Big Tech has driven public markets to record highs.Earlier this year, AI cloud company CoreWeave went public at a $23 billion valuation and has roughly tripled since. On Wednesday, Nvidia became the first company to reach a $5 trillion market value, powered by a rally that has cemented its role at the center of the global AI boom.On Stocktwits, retail sentiment for OpenAI, a private company, was 'neutral' as of late Wednesday.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The OpenAI logo displays on a smartphone screen reflecting green beams. (Photo by Samuel Boivin/NurPhoto via Getty Images)

OpenAI IPO Could Be The Biggest Ever, Aiming For A Whopping $1 Trillion Valuation: Report

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$MSFT Q1 &#39;26 Earnings Results &amp; Recap 
 
Microsoft reported adjusted earnings per share of $4.13, topping analyst estimates of $3.67, and revenue of $77.7 billion, ahead of the expected $75.38 billion. The company saw revenue climb 18% year-over-year, driven by cloud and AI growth. Microsoft’s forward guidance projects continued top-line growth fueled by its ongoing investments in AI infrastructure and cloud services.

Stocktwits

 Q1 '26 Earnings Results & Recap 
 
Microsoft reported adjusted earnings per share of $4.13, topping analyst estimates of $3.67, and revenue of $77.7 billion, ahead of the expected $75.38 billion. The company saw revenue climb 18% year-over-year, driven by cloud and AI growth. Microsoft’s forward guidance projects continued top-line growth fueled by its ongoing investments in AI infrastructure and cloud services.

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