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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending due to a significant earnings beat, sparking optimism about the company's turnaround and increased demand for its processors. Community members are actively discussing the potential for a short squeeze, fueled by positive sentiment around the stock and government investment. The focus is on Intel's growth story amidst broader "make America" narratives, with anticipation for further announcements during the earnings call.

BigBear.ai Holdings, Inc. engages in data-driven decision dominance and advanced analytics that provide its customers with a competitive advantage in a world driven by data that is growing in terms of volume, variety, and velocity. The firm operationalizes artificial intelligence and machine learning at scale through its end-to-end data analytics platform. It deploys its observe, orient and dominate products to customers throughout the defense, intelligence, and commercial markets. The company was founded in 2020 and is headquartered in McLean, VA.

BigBear.ai Holdings Inc

BigBear.ai is trending as community members discuss its potential expansion and TSA connections, particularly following news of its biometric platform deployment at Chicago O'Hare airport. The focus is on speculation around future airport contracts and the potential impact on earnings. Bullish sentiment seems to be building, with some anticipating a move towards double digits.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers ($DECK) is trending due to concerns about weakening consumer spending and the potential impact of tariffs, which have overshadowed strong brand performance from Hoka and UGG. Despite a recent earnings beat, the community is debating whether a buyback program will be enough to offset negative sentiment, with some fearing further downgrades and institutional sell-offs. Others see the dip as a buying opportunity, citing appealing valuation and potential for a quick bounce.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum (QBTS) is trending amid speculation around potential U.S. government investment in quantum computing, fueled by a recent report. Community discussions revolve around whether this signals a long-term bullish outlook or is simply a pump and dump scheme, with some drawing comparisons to other hyped sectors and questioning the company's fundamentals and valuation.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending due to Jane Street disclosing a 5% stake, sparking discussions about potential manipulation and future deals, especially given the company's transition to HPC/data centers. The community is debating whether this investment is a positive catalyst or a strategic move to drag the stock down, while also anticipating news regarding a potential deal for 300 MW. Broader sentiment suggests a battle between bulls and bears, with some highlighting the company's strong positioning in the AI infrastructure space.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It also operates the Nichols Ranch, Alta Mesa, and White Mesa Mill projects. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels Inc. is trending due to increased investor interest in rare earth minerals and uranium, fueled by geopolitical tensions and potential government contracts. The community is actively discussing unusual options activity, suggesting insider knowledge of upcoming positive news or government support. With significant call buying and a strategic position in domestic resource independence, UUUU is gaining attention as a key player in the energy and defense supply chain.

$WAGMI is a community-driven meme token built on the Solana blockchain, designed to bring positivity, unity, and humor into the crypto space. The project encourages community engagement through memes, social interaction, and token-based activities. It leverages Solana’s fast and low-cost infrastructure to allow for smooth on-chain interactions, such as token transfers, community games, and NFT integration. The goal is to foster a fun, inclusive ecosystem where holders feel they are part of a larger movement – "We Are Gonna Make It."

WAGMI

WAGMI is trending as the community rallies around the "We're All Gonna Make It" mantra, expressing strong conviction and long-term belief in the project. Discussions highlight the strength and support of the WAGMI community, with some anticipating significant growth and a potential surge in valuation. The meme-driven token is also drawing attention within the Solana ecosystem.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Next, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Next segment is involved in the expenses and investments for emerging business initiatives aimed at creating value for Ford in vehicle-adjacent market segments. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is trending amid discussions around its Q3 earnings, production adjustments, and the broader EV market. Community sentiment is mixed, with some expressing concerns about lowered profit guidance and the impact of a supplier fire, while others highlight positive sales figures and potential tariff relief. Overall, the stock's movement is tied to both company-specific news and the evolving dynamics of the automotive industry.

Newmont Corp. engages in the exploration and acquisition of gold properties, containing copper, silver, lead, zinc or other metals. It operates through the following geographical segments: Canada, Mexico, Suriname, Argentina, Peru, Australia, Papua New Guinea, Ghana, and U.S. The company was founded by William Boyce Thompson on May 2, 1921 and is headquartered in Denver, CO.

Newmont Corp

Newmont (NEM) is trending amid discussions around its earnings call and CEO's response to questions about cash allocation, with some investors expressing frustration with the company's performance relative to gold. Despite an earnings beat, the stock's reaction is muted, leading to debates about valuation and future prospects, including potential share buybacks and the impact of gold prices. The community is also closely watching progress on the Ahafo North Project.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending as the community draws parallels to other meme stocks like $BYND, sparking discussions around potential short squeezes and unusual options activity. Investors are closely monitoring the stock's support levels and potential catalysts, while also debating the influence of key figures like Ryan Cohen. Some users are speculating about a potential share buyback or insider buying, while others remain skeptical.

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Supermicro Expands Its Portfolio of Cloud Service Provider Solutions with New 6U 20-Node MicroBlade Powered by AMD's EPYC 4005 Series Processors

Supermicro Expands Its Portfolio of Cloud Service Provider Solutions with New 6U 20-Node MicroBlade Powered by AMD's EPYC 4005 Series Processors Supermicro Expands Its Portfolio of Cloud Service...

<ul class="summary-bullets"><li>Supermicro now expects Q1 revenue to come in around $5 billion, down from earlier guidance of $6 billion to $7 billion.</li><li>The company will release its Q1 earnings on November 4.</li><li>Supermicro sees continued demand for its advanced GPU and server solutions.</li></ul>Super Micro Computer Inc. (SMCI) slashed its first-quarter (Q1) revenue guidance on Thursday,&nbsp;stating that some of the expected Q1 revenue had been deferred to the next quarter.&nbsp;&nbsp;The high-performance computing systems provider disclosed that recent design wins exceeding $12 billion are now slated for delivery during the second quarter of fiscal 2026.<h2 class="st-heading-2">Revised Q1 Revenue Outlook</h2>Supermicro now expects Q1 revenue to be around $5 billion, down from earlier guidance of $6 billion to $7 billion. The company is slated to release its Q1 earnings on November 4.&nbsp;The firm plans to provide more detailed guidance and an outlook on expected Q2 deliveries and financial performance during the upcoming earnings call.Following the business update,&nbsp;<a href="https://stocktwits.com/symbol/SMCI">Super Micro Computer stock</a> traded 5% lower after the morning bell, and it was the top-most trending equity ticker on Stocktwits. However, retail sentiment around the stock remained in ‘bearish’ territory, and message volume shifted to ‘normal’ from ‘low’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Demand Remains High</h2>Supermicro said it continues to see substantial demand for its advanced GPU and server solutions, including systems built with Nvidia GB300, B300, and RTX Pro chips, as well as Advanced Micro Devices 355X LC processors.<blockquote>“Supermicro is seeing outstanding levels of customer engagements for newly released AI liquid cooled solutions along with numerous key customers ramping large, multi-quarter, volume deployments.”&nbsp;–Charles Liang, President and CEO, Supermicro.&nbsp;</blockquote>“We see customer demand accelerating, and we are gaining AI share, reiterating revenue of at least $33B for FY 2026 with the expectation of delivering more,” he said.Super Micro Computer stock has gained over 67% in 2025 and over 12% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-nio-corp-stock-rising-today/cLG4iKMR3AC">Why Is NioCorp Stock Rising Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Supermicro (Super Micro Computer) logo is seen displayed on a smartphone screen.

Super Micro Stock Tumbles After Company Slashes Q1 Revenue Outlook

Supermicro now expects Q1 revenue to come in around $5 billion, down from earlier guidance of $6 billion to $7 billion.

Equity

Supermicro Provides First Quarter of Fiscal Year 2026 Business Update

Super Micro Computer, Inc. (Nasdaq: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today is providing a business update for the first quarter of fiscal year 2026 (Q1'26...

Is SMCI Stock a Buy, Sell or Hold at a P/E Multiple of 23.39X?

Super Micro Computer's strong AI-driven growth meets rising competition and margin pressure, leaving the stock a Hold despite its discounted valuation.

Super Micro Computer, Inc. (SMCI) is Attracting Investor Attention: Here is What You Should Know  

Zacks.com users have recently been watching Super Micro (SMCI) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

5 Must-See AI Infrastructure Stock Charts

Forget the chips. These companies are building the data center infrastructure.

HPE Gains From Server Refresh Cycle: Sign of More Growth?

Hewlett Packard Enterprise's record Server revenues, powered by AI demand and the global server refresh cycle, point to continued growth momentum into 2026.

SMCI vs. VRT: Which Liquid Cooling Provider is a Better Pick Now?

Vertiv Holdings' robust growth, AI-driven cooling innovations, and strong financial outlook position it ahead of Super Micro Computer in the data center race.

Supermicro Introduces New Business Line, Data Center Building Block Solutions, for Data Center Facilities Equipment and Management Services

Supermicro Introduces New Business Line, Data Center Building Block Solutions, for Data Center Facilities Equipment and Management Services Supermicro Introduces New Business Line, Data Center...

SMCI Deepens its AI-Centric Server Expertise: Will it Deliver Growth?

Super Micro Computer expands its AI-focused server lineup with new edge systems and integrated NVIDIA and AMD solutions to fuel rapid revenue growth.

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.

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