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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

A quarterly revenue miss and large non-cash impairment tied to decommissioning bitcoin-mining equipment triggered a sharp selloff, with traders also concerned about heavy future capex, dilution risk, and unclear guidance. Bulls argue the charge reflects IRENs transition to AI cloud infrastructure and point to rising AI revenue, contracted capacity, and the Microsoft ramp, while bears question execution, valuation, and management credibility.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

Reports that Advent International and Stripe abandoned their potential PayPal takeover have erased the acquisition premium and shifted attention back to the companys standalone fundamentals. Traders are divided between bears citing competitive and growth concerns and bulls arguing the offer undervalued PayPal, with cash generation, buybacks and potential renewed interest supporting the long-term case.

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

A post-earnings selloff is driving attention after Marvell delivered a modest beat and raised its multi-year outlook, but traders focused on lower near-term gross margins and the view that the Google AI-chip deals major revenue contribution arrives later than expected. Bulls see the decline as an overreaction to strong AI infrastructure demand and analyst upgrades, while bears argue the valuation and elevated expectations left little room for disappointment.

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Federal Reserve Chair Kevin Warshs Jackson Hole speech, which emphasized persistent inflation and a less predictable, data-dependent policy approach, has centered debate on the possibility of a September rate hike. Despite the hawkish interpretation, SPY rallied, leading traders to argue that markets are shrugging off rate risks while others view the move as a fragile, positioning-driven rally vulnerable to a pullback.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Post-earnings selling, tied to a slight revenue miss and below-consensus guidance, has kept AppLovin in focus alongside a wave of analyst price-target cuts. Bulls view the decline as an overreaction and point to e-commerce ad expansion, strong fundamentals, buybacks and possible short covering, while bears remain concerned about slowing growth, execution and the stocks persistent downtrend.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

A better-than-expected quarterly report and upbeat forward outlook are driving attention, with traders highlighting strong growth, profitability, and continued merchant adoption. The community is split between bullish views that the results validate Affirms growth story and concerns that a one-time profit boost, elevated valuation, credit risk, and the stocks recurring post-earnings selloff could limit the move.

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

A blowout quarterly report and stronger forward outlook have renewed enthusiasm around NVIDIAs AI-chip demand and the broader AI infrastructure trade. Traders remain divided as the stock pulls back after the earnings surge, with profit-taking, options positioning, valuation and balance-sheet concerns competing with bullish views that demand remains robust; Federal Reserve rate uncertainty is adding volatility.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitass quarterly report is driving attention: revenue beat expectations and management projected continued growth in high-power AI infrastructure, but a wider loss, ongoing dilution concerns, and the lack of confirmed hyperscaler contracts have triggered a sharp debate between long-term AI-power bulls and more cautious traders.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

An expanded AWSNVIDIA partnership, including plans to deploy additional GPUs for AI infrastructure, agentic AI and warehouse robotics, is driving attention and a sharp bullish reaction. Traders view the deal as confirmation of AWSs AI and cloud growth potential, while others remain cautious about the capital intensity, rising depreciation and pressure on free cash flow.

LightPath Technologies, Inc. engages in the design, development, manufacture, and distribution of optical and infrared components. Its products include molded glass and assemblies, infrared molded lenses, diamond turned, conventional ground and polished ground lenses and assemblies, and collimator assemblies, which are used in applications involving light detection and ranging technology. The firm supports a range of customers in the field of industrial, laser, defense, medical, telecommunications, and instrumentation. The company was founded in1985 and is headquartered in Orlando, FL.

Lightpath Technologies, Inc. - Ordinary Shares - Class A

The selloff is centered on the Armys notice seeking additional potential sources for the NGSRI Stinger replacement program, which traders fear could increase competition or delay the down-selection tied to LightPaths Lockheed-related opportunity. Other traders argue the notice does not change the targeted production timeline or eliminate LightPaths seeker exposure, calling the reaction an overinterpretation amid broader weakness in drone and defense stocks.

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Why Is GAP Stock Jumping Nearly 14% Overnight?

A quarterly profit beat, stronger margins, robust comparable-sales growth at the namesake Gap brand, and a raised full-year profit outlook have driven the sharp rally, with traders also focusing on Michael Francis taking over Old Navy. The community is broadly bullish and discussing short covering and momentum, though some caution that tariff-related benefits, weaker Old Navy and Athleta performance, and profit-taking could limit the move.

The move appears tied to Gaps fiscal Q2 results, with adjusted EPS of $0.52 beating the $0.48 estimate on stronger margins and the Gap brand delivering 10% comparable-sales growth despite a revenue miss. Investors also responded to raised full-year adjusted EPS guidance of $2.35-$2.45 and the appointment of Michael Francis as Old Navy president and CEO effective November 2.

GAP Stock Heads For Best Day In 16 Months, But Old Navy’s Prospects Divide Wall Street

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Comparable sales of Old Navy, Gap’s largest clothing brand, fell 4% due to weaker demand for women’s seasonal clothing.
 

Gap Posts Upbeat Q2 Earnings, Joins Solstice Advanced Materials, N-Able And Other Big Stocks Moving Higher On Friday

U.S. stocks mixed, Nasdaq falls 0.1%. Gap Inc shares rise 15.2% on strong earnings and raised guidance. Other big gainers include Elastic NV, Solstice Advanced Materials Inc, and Pagerduty Inc.read more...

Gap Analysts Raise Their Forecasts After Better-Than-Expected Q2 Earnings

Gap Inc. (NYSE: GAP) reported strong Q2 earnings and raised FY26 EPS guidance. Revenue and EPS exceeded estimates. Analysts maintain Buy and Neutral ratings with higher price targets.read more...

Gap Scores Highs As Namesake Brand Delivers Double-Digit Growth

Gap beats Q2 EPS estimates and raises FY26 guidance, while strong Gap brand growth offsets weakness at Old Navy and Athleta.read more...

Futures Flat, Bonds Drop Ahead Of Warsh Jackson Hole Speech

Futures Flat, Bonds Drop Ahead Of Warsh Jackson Hole Speech

 US stock futures are flat and rates rise ahead of today's main event: Fed chief Kevin Warsh's Jackson Hole speech at 10am ET (full preview here) as traders seek clarity on his economic outlook and his strategy for lowering...

Warsh speaks from Wyoming, Old Navy's new CEO, how Taylor Farms became so massive and more in Morning Squawk

Here are five key things investors need to know to start the trading day...

12 Consumer Discretionary Stocks Moving In Friday's Pre-Market Session

Gainers

Gap (NYSE:GAP) shares rose 16.0% to $24.12 during Friday's pre-market session. The market value of their outstanding shares is at $7.4 billion. As per the press release, Q2 earnings came out yesterday.
Arkread more...

Why Elastic Shares Are Trading Higher By 22%; Here Are 20 Stocks Moving Premarket

Elastic NV (ESTC) stock rose 21.8% in pre-market trading after reporting strong Q1 results and raising FY27 guidance. Other top gainers include WHLR, QNRX, AEMD, NA, SOLS, HYNE, GAP, AFRM, and ARKR. Top losers are BTAI, LGPS, FGL, HCWC, and KTCC.read more...

Stock Market Today: S&P 500, Nasdaq 100 Futures Slip Ahead of Kevin Warsh's Jackson Hole Speech  MRVL, PYPL, IREN, GAP in Focus

U.S. stock futures were mixed on Friday, as the Dow Jones index advanced while the S&P 500 and Nasdaq 100 indices fell.read more...

Why Is GAP Stock Jumping Nearly 14% Overnight? 

Strong Gap brand sales offset weakness at Old Navy, while investors welcomed new leadership.

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

• Reported GAAP EPS of $0.52 down -8.77% YoY
• Reported revenue of $3.65B down -1.99% YoY
• For fiscal 2026, Gap Inc. expects net sales growth of 1% to 1.5%, adjusted operating margin of 7.4% to 7.6%, and raised adjusted diluted earnings per share to $2.35 to $2.45.

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Gap, Inc.

 Q2 '27 Earnings Results & Recap

• Reported GAAP EPS of $0.52 down -8.77% YoY
• Reported revenue of $3.65B down -1.99% YoY
• For fiscal 2026, Gap Inc. expects net sales growth of 1% to 1.5%, adjusted operating margin of 7.4% to 7.6%, and raised adjusted diluted earnings per share to $2.35 to $2.45.

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Gap, Inc. operates as a global apparel retail company, which offers clothing, apparel, accessories, and personal care products for men, women, and children. The firm operates through the following segments: Gap Global, Old Navy Global, Banana Republic Global, Athleta, and Other. The Gap Global segment includes apparel and accessories for men and women under the Gap brand, along with the GapKids, BabyGap, GapMaternity, GapBody, and GapFit collections. The Old Navy Global segment offers clothing and accessories for adults and children. The Banana Republic Global segment provides clothing, eyewear, jewelry, shoes, handbags, and fragrances. The Athleta segment offers fitness apparel for women. The company founded by Donald G. Fisher and Doris F. Fisher in July 1969 and is headquartered in San Francisco, CA.

GAP Stock Heads For Best Day In 16 Months, But Old Navy’s Turnaround Divide Wall Street

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The S&P 500 ($SPY) is headed towards a positive week. What do you think the index's return will look like next week? Vote and explain your reasoning in the comments.

What do you think the S&amp;P 500&#39;s ($SPY) return will be next week?

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Retail investors are rallying behind a strong earnings beat and positive full-year guidance that has sparked a double-digit share price surge.

Traders are reacting to the strategic appointment of a former Target executive to lead the retailer's largest brand, Old Navy.

Bullish investors are calling for a short squeeze as positive momentum forces hedge funds and skeptics to rethink their bearish positions.

Traders are comparing the stock's recent performance to other retail sector leaders like ANF to gauge if this is the start of a broader trend.

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