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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 surging after its blowout Q2 earnings and a stronger-than-expected 70% FY2028 revenue growth forecast, which traders are calling the ultimate validation of the AI trade. While the community celebrates the beat as a win against bears and a catalyst for the whole sector, some remain skeptical, pointing to circular financing concerns and supply constraints.

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

CRM is ripping after crushing Q2 earnings with a massive EPS beat, raised full-year guidance, and an expanded Anthropic partnership via Claudeforce, igniting a retail sentiment swing to bullish and fueling the 'software is back' narrative that directly challenges the SaaSpocalypse thesis.

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 (WEN) is tumbling after a Reuters report revealed Trian has dropped its take-private bid over valuation and performance concerns, sparking intense retail debate. The Stocktwits community is splitbulls are calling it a bear trap and doubling down on short-squeeze hopes fueled by high short interest and the CEO's turnaround plan, while bears are gloating that the buyout was the stock's only real support, leaving it exposed to further downside.

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

Crowdstrike Holdings Inc

CrowdStrike is surging after posting a record quarter and raising its full-year outlook, with the company framing AI-driven security demand as the core growth catalyst. Retail sentiment has turned extremely bullish, with traders highlighting the strong ARR growth and the broader sector rally in cybersecurity peers.

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

MRVL is trending as traders focus on its upcoming earnings, driven by the recent $12.2B Google custom silicon deal and a bullish read on Nvidia's strong data center results. The conversation centers on Marvell's positioning in the AI infrastructure buildout, with the community framing it as a key competitor to AVGO in custom chips.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as retail traders focus on a dense pipeline of September investor conferences and a planned Q4 BLA submission, with excited chatter highlighting strong Phase 3 prostate data and a potential platform read-through from systemic immune activation. The community is highly bullish on a valuation repricing, with many calling it a coiled spring and anticipating a major buyout.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as retail traders buzz over reports of a massive, multi-billion-dollar debt financing package aimed at funding AI chip purchases for customers like Anthropic, which many interpret as a powerful signal of insatiable AI demand. The community is framing this as a potential catalyst for an earnings beat, with bullish sentiment clashing against recent share-price weakness.

Johnson & Johnson is a holding company, which engages in the research, development, manufacture, and sale of products in the healthcare field. It operates through the Innovative Medicine and MedTech segments. The Innovative Medicine segment focuses on immunology, infectious diseases, neuroscience, oncology, cardiovascular and metabolism, and pulmonary hypertension. The MedTech segment includes a portfolio of products used in interventional solutions, orthopaedics, surgery, and vision categories. The company was founded by Robert Wood Johnson I, James Wood Johnson, and Edward Mead Johnson Sr. in 1887 and is headquartered in New Brunswick, NJ.

Johnson & Johnson

Johnson & Johnson is trending as investors and traders debate the impact of its proposed talc settlement to end litigation, while FDA approvals for IMAAVY and the Ottava surgical robot reinforce pipeline strength, fueling a defensive healthcare rotation into the stock near all-time highs.

Lowe's Companies, Inc. engages in the retail sale of home improvement products. The firm offers products for maintenance, repair, remodeling, home decorating, and property maintenance. It also provides home improvement products in the following categories: appliances, seasonal & outdoor living, lumber, lawn & garden, kitchens & bath, hardware, building materials, millwork, paint, rough plumbing, tools, electrical, flooring, and décor. The company was founded in 1946 and is headquartered in Mooresville, NC.

Lowe`s Cos., Inc.

Lowe's Companies, Inc.

Lowe's is under pressure after a mixed Q2 miss on revenue and a cut to full-year guidance, with management pointing to persistent weakness in discretionary DIY spending despite strength in Pro and online sales. Traders are contrasting the stock with Home Depot's more positive report, debating whether the lower valuation makes LOW a bargain or a falling knife in a still-challenging housing market.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

AUPH is trending on the recent Teva patent settlement that extends Lupkynis exclusivity to 2036, fueling buyout speculation and optimism among long-term holders, while many express frustration over the CEO's silence regarding earnings and perceived stock manipulation.

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ANF Stock Heads For Its Best Day In History – Increased Buyback Target, Raised Outlook And Record-Breaking Q2 Gets Investors Buzzing

ANF is surging to its best day in history after a massive Q2 earnings beat that more than doubled expectations, coupled with a sharply raised full-year outlook and an increased buybacksparking intense debate on Stocktwits as traders argue over whether the move is a sustainable re-rating or a short squeeze fueled by one-time tariff refunds.

Abercrombie & Fitch shares surged after reporting record second-quarter net sales of $1.27 billion and a profit of $4.17 per share that easily beat Wall Street estimates. The company also raised its full-year fiscal 2026 sales and earnings outlook and increased its share repurchase target.

Nvidia, Salesforce, CrowdStrike, Okta and Abercrombie & Fitch: Why These 5 Stocks Are on Investors' Radars Today

Major U.S. indices ended lower on Wednesday, with the Dow Jones Industrial Average falling 0.21% to 53,463.88read more...

ANF Stock Is On Fire After ‘Strong Q2’ — Why Jefferies Still Sees 18% More Upside

Equity

Abercrombie & Fitch’s blowout second-quarter earnings were supported by improving sales, margins, buybacks, and growth. 


Why Abercrombie & Fitch Stock Surged 35% Today

Key PointsNew partnerships are accelerating Abercrombie & Fitch's sales growth...

American Eagle Outfitters Stock Climbs Wednesday: What's Driving the Action?

American Eagle Outfitters is trading higher Wednesday. The move comes after peer Abercrombie & Fitch delivered massive earnings beat.read more...

Abercrombie & Fitch Just Delivered Its 15th Consecutive Quarter of Sales Growth. Here's the Real Reason the Stock Is Skyrocketing.

Key PointsAbercrombie & Fitch's second-quarter adjusted earnings per share of $4.17 beat consensus estimates by over $2 per share...

Is Abercrombie & Fitch (ANF) Stock Still a Buy After Its Q2 Surge?

Abercrombie & Fitch (ANF) shares have surged over 30% on Wednesday after reporting stronger-than-expected Q2 results this morning and a substantial increase in full-year guidance. 

Abercrombie reported record second-quarter net sales of $1.27 billion, up 5% from last year and marking its 15th consecutive quarter of growth


Stocks making the biggest moves midday: Meta, Abercrombie & Fitch, Zoom, Intuit & more

These are some of the stocks posting the largest moves in midday trading...

Wednesday Sector Leaders: Apparel Stores, Computers

In trading on Wednesday, apparel stores shares were relative leaders, up on the day by about 2.6%. Leading the group were shares of Abercrombie & Fitch, up about 37.4% and shares of Urban Outfitters up about 4.9% on the day.

Also showing relative strength are computers sha...

Retail's Big Q2 Beats Came From Washington, Not the Consumer

Any Q2 retail EPS comparison that ignores tariff refunds is measuring the refund, not the business.

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

• Reported GAAP EPS of $4.17 up 79.74% YoY
• Reported revenue of $1.27B up 4.81% YoY
• Abercrombie &amp; Fitch Co. now expects full-year fiscal 2026 net sales growth of around 5%, an operating margin of 14.5% to 15.0%, and net income per diluted share of $13.10 to $13.60.

Stocktwits

Abercrombie & Fitch Co.

 Q2 '27 Earnings Results & Recap

• Reported GAAP EPS of $4.17 up 79.74% YoY
• Reported revenue of $1.27B up 4.81% YoY
• Abercrombie & Fitch Co. now expects full-year fiscal 2026 net sales growth of around 5%, an operating margin of 14.5% to 15.0%, and net income per diluted share of $13.10 to $13.60.

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Abercrombie & Fitch Co. engages in the retail of apparel, personal care products, and accessories. The firm operates through following geographical segments: Americas, Europe, the Middle East and Africa (EMEA), and Asia-Pacific (APAC). Its brands include Abercrombie and Hollister. The company was founded by David Abercrombie in 1892 and is headquartered in New Albany, OH.

Abercrombie & Fitch Co. - Ordinary Shares - Class A

Extremely Bullish Sentiment

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.

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Aggressive buying pressure is forcing massive gains as traders scramble to cover short positions, fueling intense intraday volatility.

Discussions center on a one-time $100M IEEPA tariff refund that significantly bolstered EPS and margins, prompting debate over the stock's long-term sustainability.

The stock's meteoric rise is igniting conversations about a broader recovery for retail legacy brands amidst changing consumer preferences.

Bears and bulls are locked in a heated standoff over whether the current valuation is a justifiable growth phase or an irrational bubble.

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