After Hours Summary: Very large number of NVDA-related announcements from various companies; SMTC -1.8% lower on earnings
After Hours Gainers:
Companies trading higher in after hours in reaction to earnings/guidance: PLBY +9.5%, GDOT +6.9%, BALY +3.6%
Companies trading higher in after hours in reaction to news: KLTR +9.4% (to acquire PathFactory, also reports earnings), NUAI +8.8% (names new CFO), PENG +4.8% (OriginAI factory platform delivers optimized performance for AI Inference), FLR +2.1% (signs notice to proceed with TeraWulf large-scale data center project), SIMO +2% (showcases SSD controllers and PCIe NVMe Boot Drive aligned with NVIDIA AI ecosystem), STM +1.8% (accelerates global adoption and market growth of Physical AI with NVIDIA), LYFT +1.6% (to make rides smarter and more efficient through Agentic AI, accelerate AV future with NVIDIA), PL +1.5% (to build world's first GPU-Native AI engine for planetary intelligence with NVIDIA), SEI +1.2% (closes two transactions), FROG +1% (new JFrog Agent Skills Registry validated through early integration with NVIDIA), MU +0.9% (high-volume production of HBM4; also co and Leopard Imaging accelerate robotics with NVIDIA module), FG +0.7% (authorizes new $100 mln share repurchase program), HYMC +0.7% (extends high-grade silver at Brimstone), CAAP +0.7% (Feb traffic), SLG +0.6% (to sell 7 Dey Street), DELL +0.5% (provides update on FY26 headcount in 10-K filing; also First to Ship NVIDIA GB300 Desktop for Autonomous AI Agents; also AI Data Platform with NVIDIA Supercharges Enterprise AI), FLEX +0.3% (architecture will integrate protection from the Falcon platform with NVIDIA), ETN +0.3% (collaborates with NVIDIA to unveil the Eaton Beam Rubin DSX platform), SMCI +0.3% (reveals DCBBS with new NVIDIA Vera Rubin NVL72 and more), TMUS +0.3% (NVIDIA, T-Mobile and partners integrate physical AI applications), HSAI +0.3% (joins NVIDIA Halos AI Systems Inspection Lab), NVTS +0.3% (debuts 800 V--6 V Power Delivery Board), DSGR +0.3% (confirms offer from LKCM Headwater), HPE +0.2% (unveils AI factory and supercomputing advancements with NVIDIA; also helping customers advance sovereign AI initiatives), AVAV +0.1% (acquires Empirical Systems Aerospace), DIS +0.1% (sets leadership team for expanded Disney entertainment segment)
After Hours Losers:
Companies trading lower in after hours in reaction to earnings/guidance: MVST -20.8%, CWCO -12.8%, AP -9.6%, CMTL -9.6%, FF -8%, NGS -7.8%, SMTC -1.8%, AGRO -1.5%, GETY -1.4%, BNC -1.2% (also CEO to step down), FINV -0.5% (also increases dividend)
Companies trading lower in after hours in reaction to news: LNSR -23.1% (LNSR and ALC terminate merger), RYTM -6.1% (topline results from Phase 3 EMANATE trial), TBRG -5.9% (postpones Q4 earnings), BHP -1.9% (RIO and BHP joint venture completes a land exchange, unlocking next phase of one of the world's largest untapped copper deposits), KDK -1.9% (scales autonomous driving with NVIDIA DRIVE Hyperion), CTMX -1.5% (commences $250 mln stock offering; also files mixed securities shelf offering), ATR -1.5% (nasal delivery system being utilized in LTR Pharma Limited's Phase II clinical study of SPONTAN), SDRL -1.5% (contract extension in Angola), PCOR -1.2% (accelerates construction of AI factories with NVIDIA), RIO -1% (RIO and BHP joint venture completes a land exchange, unlocking next phase of one of the world's largest untapped copper deposits), INTU -1% (founder and execs terminate stock sales plans; co reiterates intent to substantially accelerate repurchases), AKAM -0.7% (launches AI Grid Intelligent Orchestration), IPGP -0.6% (unfavorable decision from German court, but affects less than 1% of sales), PI -0.6% (partial repurchase of convertible notes), ALB -0.5% (files mixed securities shelf offering), CRWV -0.5% (advances AI-Native platform), NVDA -0.4% (makes a series of announcements, including launches space computing, rocketing AI into orbit an CSCO expands AI factory), NTAP -0.2% (accelerates momentum in AI leadership with NVIDIA), AMZN -0.2% (collaborates with NVIDIA on advanced AI assistants for cars), PBR -0.2% (to acquire 50% interests in Tartaruga Verde and Espadarte), CSCO -0.1% (major expansion of its Secure AI Factory with NVDA), NXPI -0.1% (delivers new innovations for advanced physical AI with NVIDIA), NBIS -0.1% (teams with NVIDIA to build cloud for robotics and physical AI)