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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 shares are attracting heavy retail interest following a blowout earnings report where the company shattered revenue expectations and projected 70% growth despite supply constraints. Community sentiment is overwhelmingly bullish, with many traders focused on a potential short squeeze and predicting a rapid climb toward new highs as hyperscalers double down on infrastructure spending.

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.

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 (CRWD) is soaring after-hours following a fiscal Q2 earnings beat and a raised full-year outlook, with traders on Stocktwits calling it a 'monster' quarter and hyping the 'peanut butter and jelly' combo of cybersecurity and AI demand. The bullish chatter is centered on the company's record net new ARR and the accelerating need for AI security, with retail sentiment turning 'extremely bullish' as the stock rides this momentum.

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 surging into its upcoming earnings report, driven by a major custom AI silicon deal with Google and a wave of bullish analyst price target hikes. Retail sentiment is highly charged, with bulls expecting an NVDA-style beat while bears warn of a potential sell-the-news reaction, making the AI infrastructure demand commentary the key focus.

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

A Reuters report that Trian has shelved its take-private bid sent shares tumbling, but the retail crowd is calling the plunge a bear trap, pointing to extreme short interest with over 10 days to cover as a setup for a squeeze. The community is torn between scooping up the dip riding the new CEO's turnaround narrative and those declaring the buyout premium dead, sparking a heated debate over the stock's trajectory.

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

Alphabet is at the center of the AI-capex debate after Nvidia's strong results and outlook, with retail traders weighing whether hyperscaler GPU spending and Google's TPU push will pay off. Sentiment is split between bulls calling GOOGL undervalued and bears focused on heavy AI spending, custom-silicon competition, and dilution fears.

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

CADL is trending on a packed September catalyst schedule featuring three major investor conferences and an ASTRO presentation, fueling speculation over a BLA filing and potential buyout. The community remains highly bullish, focusing on a key technical breakout level, CEO actions, and the drug's differentiated platform.

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.

Pump.fun

Pump.fun (PUMP) is trending as traders highlight its price surge and breakout potential, with recent coverage pointing to renewed momentum and whale activity. The community is largely bullish, citing strong revenue and buybacks while debating whether the move can sustain, even as some remain cautious over legal overhangs and broader market conditions.

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OKTA Stock Soars 20% After-Hours — Okta Lifts FY27 Revenue Forecasts As AI Buildout Sparks Surge In Cybersecurity Demand

Okta is surging after a Q2 earnings beat and raised full-year guidance, with the market rewarding the company's positioning as the identity layer for the AI agent boom. Trader chatter is intensely focused on the AI-driven cybersecurity demand narrative, though sentiment is split between bullish momentum chasers and those calling the pop an overreaction.

OKTA shares surged following strong fiscal second-quarter financial results that beat Wall Street estimates for both revenue and adjusted earnings per share, alongside an upward revision to its full-year fiscal 2027 revenue outlook driven by increased demand for cybersecurity management tied to enterprise artificial intelligence adoption.

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...

Equity

Okta expects FY27 revenue of $3.216 billion to $3.226 billion, representing a growth rate of 10% to 11% year-over-year.

Okta Reports Q2 2027 Results: Full Earnings Call Transcript

Okta (NASDAQ:OKTA) held its second-quarter earnings conference call on Wednesday. Below is the complete transcript from the call.
This content is powered by Benzinga APIs. For comprehensive financial data andread more...

Okta (OKTA) Reports Q2 Earnings: What Key Metrics Have to Say

The headline numbers for Okta (OKTA) give insight into how the company performed in the quarter ended July 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Okta (OKTA) Surpasses Q2 Earnings and Revenue Estimates

Okta (OKTA) delivered earnings and revenue surprises of +9.38% and +1.62%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

12 Information Technology Stocks Moving In Wednesday's After-Market Session

Gainers

Okta (NASDAQ:OKTA) stock rose 19.0% to $159.95 during Wednesday's after-market session. The company's market cap stands at $22.7 billion. As per the news, the Q2 earnings report came out today.
CIDread more...

Okta, Inc. Profit Climbs In Q2

(RTTNews) - Okta, Inc. (OKTA) announced earnings for its second quarter that Increases, from last year...

Okta Stock Rallies After Q2 Earnings Beat Estimates

Here's a detailed look inside the Q2 earnings report from Okta.read more...

Okta Announces Second Quarter Fiscal Year 2027 Financial Results

Okta, Inc. (Nasdaq: OKTA), the leading independent identity provider, today announced financial results for its second quarter ended July 31, 2026. As AI agents transform every layer of technology, every agent needs a trusted identity and clear controls over what it can access and do, said Todd...

Noteworthy Wednesday Option Activity: KSS, GEF, OKTA

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Kohl's Corp. (Symbol: KSS), where a total of 45,380 contracts have traded so far, representing approximately 4.5 million underlying shares. That amounts to about 120.9...

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

• Reported GAAP EPS of $1.05 up 15.38% YoY
• Reported revenue of $805M up 10.58% YoY
• For full year fiscal 2027, Okta expects total revenue of $3.22B to $3.23B, non-GAAP operating income of $830M to $840M, and non-GAAP diluted net income per share of $3.90 to $3.94.

Stocktwits

Okta Inc

 Q2 '27 Earnings Results & Recap

• Reported GAAP EPS of $1.05 up 15.38% YoY
• Reported revenue of $805M up 10.58% YoY
• For full year fiscal 2027, Okta expects total revenue of $3.22B to $3.23B, non-GAAP operating income of $830M to $840M, and non-GAAP diluted net income per share of $3.90 to $3.94.

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Okta, Inc. engages in the provision of an identity management platform for enterprises. The firm operates through the following geographical segments: United States and International. Its products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Extremely Bullish Sentiment

$CRWD

$PANW

$NET

Cybersecurity is one of the market's most crowded trades right now, and $CRWD, $PANW, $NET, and $ZS each represent a different bet on where the next leg of growth comes from. If you had to put your money behind just one for the next 12 months, which are you choosing? Explain your reasoning in the comments.

Which cybersecurity stock will post the best performance over the next 12 months? 
 
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Shares soared over 20% after the company topped revenue expectations and raised its full-year guidance on strong AI-driven demand.

The company is positioning its platform as the identity layer for enterprise AI agents, fueling new cybersecurity demand.

Traders are intensely debating suspicious volume spikes and call buying that occurred minutes before the official earnings print.

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