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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.

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 a massive AI financing deal to support customer chip purchases signals surging demand, while the community buzzes over its upcoming earnings, potential for an AI beat, and debate over the strategic use of debt. Retail sentiment is mixed, ranging from bullish 'monster in making' calls to frustration over recent weakness, with the sector-wide AI narrative and comparisons to Nvidia dominating the discussion.

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.

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.

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 trending as investors weigh softer DIY demand and a trimmed full-year outlook against Morningstar's view that it offers a cheaper entry than Home Depot, sparking debate over whether the pullback is a buying opportunity.

ZIM Integrated Shipping Services Ltd. engages in the provision of shipping and logistics services. It offers shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. The company was founded on June 7, 1945 and is headquartered in Haifa, Israel.

Zim Integrated Shipping Services Ltd

ZIM is trending as its Q2 earnings beat and raised full-year guidance collide with intense speculation over the Hapag-Lloyd buyout and shareholder frustration over a skipped dividend, fueling arguments about whether the stock's current value already prices in a potential $35+ takeover.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare is trending as it hits new all-time highs, driven by investor optimism over its role as an infrastructure backbone for the "agentic internet" and AI-native applications. Community sentiment is overwhelmingly bullish, with many investors holding for long-term growth while debating its premium valuation relative to its rapid revenue scaling.

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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 alongside the broader enterprise software sector following strong earnings results and raised guidance from Salesforce, which helped alleviate concerns regarding AI disruption.

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

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

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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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