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SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros preliminary quarterly update sharply raised its revenue and gross-margin outlook on stronger AI-platform demand, driving a major after-hours rally. Many traders welcomed the improved outlook and anticipated further gains or short covering, while others questioned whether the momentum would hold given the companys volatile history and lingering trust concerns.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs quarterly results beat expectations, with rapid growth in its AI compute business and an aggressive buildout outlook driving strong enthusiasm. Traders are also debating whether the ambitious growth targets justify the valuation given heavy capital spending and uncertain execution.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs quarterly profit beat expectations, but softer forward guidance and a reduced advertising-revenue outlook have intensified concerns about slowing growth and weighed on the shares. Traders are debating whether the ad business and content strategy can revive momentum, with many bearish while some view the selloff as overdone and are buying the dip.

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

TeraWulf Inc

A sharp, high-volume rebound has put WULF in focus, with traders crediting CEO Paul Pragers CNBC interview and his explanation of the companys powered-shell model: leasing data-center infrastructure and power rather than buying GPUs. Bulls see its AI/HPC contracts and buildout as differentiating it from debt-heavy neocloud peers, while skeptics call the move a relief bounce and remain concerned about financing, execution, and the broader sector selloff.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapports RAP-219 Phase 2 trial in acute bipolar mania met its primary and secondary endpoints, drawing attention to the drugs potential beyond epilepsy. Traders are split: some view the results as validation of the pipeline, while others cite the modest placebo-adjusted benefit and higher agitation-related discontinuations as reasons for caution as the early gains faded.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

ZBCN is drawing attention amid a price rebound and breakout chatter, with bullish traders pointing to Zebecs reported payroll, card and network adoption, including its Stellar deployment. Skeptics counter that the token has struggled to sustain gains and say adoption must translate into stronger usage, volume and token demand.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgicals quarterly results beat expectations, but shares sold off sharply as traders focused on a narrower procedure-growth outlook, planned pricing reductions, and a litigation settlement. The community is split between viewing the reaction as an overdone dip-buying opportunity and seeing the outlook and pricing pressures as reasons for caution.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as traders react to Middle East shipping and infrastructure threats that raise fears of oil-supply disruptions. Bulls see the geopolitical risk premium supporting crude, while bears expect it to unwind if shipping flows normalize or peace talks progress, fueling debate over the funds volatile moves.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Anticipation of Reddits upcoming quarterly results is driving discussion, with traders watching for evidence that ad growth and AI data licensing can support the stock. Bulls expect strong results to break its recent range, while bears point to insider selling, valuation concerns, and frustrating price action.

Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF

Invesco S&P 500 Equal Weight ETF

RSP is drawing attention for outperforming the cap-weighted S&P 500 as gains spread across more constituent stocks while mega-cap technology lagged. Traders view the strength as evidence of broader participation and rotation beyond tech, though some caution that the improvement may not last.

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Reliance Industries Ltd.

Zomato Ltd.

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HDFC Bank Ltd.

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Amkor Surges 84% in a Year: Should You Hold or Fold the Stock?

AMKR's 84% rally in a year reflects AI-driven advanced-packaging growth, but premium valuation and capital-heavy expansion support a Hold stance.

NVTS Stock Surges 72% YTD: Should You Hold or Book Profits?

Navitas Semiconductor's 72.2% YTD surge reflects AI power demand and 800V opportunities, but declining mobile revenues and a premium valuation warrant caution.

Are Options Traders Betting on a Big Move in Ambarella Stock?

Investors need to pay close attention to AMBA stock based on the movements in the options market lately. 

SCI Stock Surges Nearly 113% in a Year: What's Behind the Rally?

SCIA is benefiting from stronger demand, new customers, higher volume and advanced-materials expansion, but concentration and supply-chain risks remain.

Ambarella CEO Disposes of Over 6,000 Shares Worth Nearly $400,000

Key PointsThe transaction involved 6,086 shares with an estimated value of ~$395,000 on September 17, 2026...

Can LSCC's FPGA Portfolio Expansion With Mach-N2 Drive Growth?

Lattice launches Mach-N2 FPGAs with up to 2x logic density, advanced connectivity and security for long-lifecycle infrastructure systems.

AXT Stock Falls 22% in Three Months: 3 Reasons the Dip Looks Attractive

AXTI's 22% pullback looks attractive as surging InP demand, capacity expansion and supply deals support its AI data-center growth outlook.

Ambarella Q2 2027 Earnings Call Transcript

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

Ambarella (AMBA) Q2 Earnings and Revenues Surpass Estimates

Ambarella (AMBA) delivered earnings and revenue surprises of +12.50% and +0.09%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Ambarella Shares Sink After Q2 Print: What to Know

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

Ambarella, Inc. engages in the development of low-power system-on-a-chip (SoC), semiconductors, and software for edge artificial intelligence (AI) applications and intelligent automation. The firm's products include video security, advanced driver assistance (ADAS), electronic mirror, drive recorder, driver or cabin monitoring, autonomous driving, and other robotics applications. It operates through the following geographical segments: Taiwan, Asia Pacific, Europe, North America, and United States. The company was founded by Feng Ming Wang and Leslie D. Kohn on January 15, 2004 and is headquartered in Santa Clara, CA.

Ambarella Inc

AMBA Stock Rockets 18% On NXP Buyout Talks For Self-Driving Chip Maker  

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Bullish Sentiment

<ul class="summary-bullets"><li>Talks are ongoing but not guaranteed to succeed—other bidders could reportedly appear, or the discussions could fall apart.</li><li>Adding Ambarella’s specialized image-processing and edge-AI technology would let the Dutch firm offer a more complete package of sensors, processors and software.</li><li>NXP itself has stayed mostly on the sidelines of big acquisitions for years after an earlier attempt to sell the company for $47 billion collapsed over regulatory hurdles.</li></ul><p>Shares of Ambarella (AMBA) jumped nearly 18% on Friday, on track to clock its best day in a month, after reports that NXP Semiconductors (NXPI) is in talks to buy the company.</p><p>Nasdaq-listed shares of NXP, however, fell 5% at the time of writing.</p><h2 class="st-heading-2">The Potential Deal</h2><p>NXP, the Netherlands-based large chipmaker, is discussing an acquisition of Ambarella, the San Francisco-based designer of AI-powered chips used in cameras for self-driving cars and security systems, Financial Times <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/f02ce02b-fa33-49ad-b8c7-81ab5cec3de0?syn-25a6b1a6=1">reported</a>, citing people familiar with the matter.</p><p>Talks are ongoing but not guaranteed to succeed—other bidders could appear, or the discussions could fall apart, the report said. The deal would strengthen NXP’s position supplying chips to carmakers, a segment expected to make up roughly half of the Dutch company’s $15.1 billion in revenue this year, FT noted.</p><p>AMBA was valued at about $3.3 billion before the report. FT did not detail the financial terms of the proposed buyout.</p><h2 class="st-heading-2">Boost For NXP’s Auto Business</h2><p>NXP Semiconductors generated $7.116 billion in revenue from its automotive end market in 2025, accounting for a lion’s share of its total revenue of $12.27 billion. Adding Ambarella’s specialized image-processing and edge-AI technology would let the Dutch firm offer a more complete package of sensors, processors and software that carmakers increasingly demand as vehicles become smarter and more connected.</p><p>Ambarella’s chips excel at running complex AI models directly on the device rather than in the cloud. That capability is critical for real-time camera vision in cars, where split-second decisions matter for safety. The same technology also serves security cameras and industrial systems, giving NXP exposure beyond the auto sector.</p><h2 class="st-heading-2">A Sector On The Move</h2><p>The possible deal comes as semiconductor companies race to consolidate and lock in AI-related assets. In recent months, several multi-billion-dollar transactions have reshaped the industry as chipmakers position themselves for the next wave of artificial intelligence applications. NXP itself has stayed mostly on the sidelines of big acquisitions for years after an earlier attempt to sell the company for $47 billion collapsed over regulatory hurdles.</p><p>As for Ambarella, it signed a landmark long-term agreement with South Korea’s Hanwha Group in May for the sourcing and co-development of Ambarella’s edge AI technology, a deal valued at more than $800 million in potential revenue over more than a decade. Under the partnership, Ambarella's current and next-generation systems-on-chip and software will be integrated across Hanwha's product lines in video security, robotics, industrial automation and life sciences. The collaboration, Ambarella's broadest to date and among the first of its kind in the edge AI chip market, will also leverage Hanwha Vision's expertise in vision systems and cybersecurity.</p><h2 class="st-heading-2">How Did Retail Traders React?</h2><p>On Stocktwits, retail sentiment around NXPI stayed within the ‘bullish’ territory over the past 24 hours, while message volume remained at ‘high’ levels.</p><p>Meanwhile, sentiment around AMBA jumped from ‘bearish’ to ‘bullish,’ accompanied by an increase in retail chatter from ‘extremely low’ to ‘normal’ levels.</p><p>“BO (buyout) would actually be a little disappointing for what I was hoping to get out of this hold. I'd take it I guess,” a user <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Curiousoso/message/660613602">wrote</a>.</p><p><stembedurl>https://www.stocktwits.com/Curiousoso/message/660613602</stembedurl></p><p>Another voiced hopes for a “competitive bid.”</p><p><stembedurl>https://www.stocktwits.com/Jumpinjackflash33/message/660612753</stembedurl></p><p>While <a href="https://stocktwits.com/symbol/NXPI">NXPI shares</a> have gained 7% this year, <a href="https://stocktwits.com/symbol/AMBA">AMBA</a> has gained 22%.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/capr-stock-on-track-for-worst-week-ever-after-regulatory-setback-for-dmd-therapy/cZN4ib6RJPH">CAPR Stock On Track For Worst Week Ever After Regulatory Setback For DMD Therapy</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The logo of US semiconductor company Ambarella Inc. is displayed on a smartphone. (Photo Illustration by Timon Schneider/SOPA Images/LightRocket via Getty Images)

Talks are ongoing but not guaranteed to succeed—other bidders could reportedly appear, or the discussions could fall apart.Adding Ambarella’s specialized image-processing and edge-AI technology would let the Dutch firm offer a more complete package of sen

AMBA Stock Rockets 18% On NXP Buyout Talks For Self-Driving Chip Maker

NXP, the Netherlands-based large chipmaker, is reportedly discussing an acquisition of Ambarella, the San Francisco-based designer of AI-powered chips used in cameras for self-driving cars and security systems. 


NXP Semiconductors NV

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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.31	--	--	N/A
Q2 '26	$0.17	$0.18	5.26%	BEAT
Q1 '26	$0.10	$0.11	10.85%	BEAT
Q4 '25	$0.10	$0.13	27.07%	BEAT
Q3 '25	$0.20	$0.27	32.79%	BEAT

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