Stocks making the biggest moves after hours: Nvidia, Palo Alto Networks, Oddity Tech, AMD and more

Nvidia topped Q3 expectations—$1.30 adjusted EPS on $57.01 billion revenue versus Street estimates of $1.25 and $54.92 billion—and guided to roughly $65 billion for the current quarter, sending its shares up more than 6% after hours and reinforcing optimism around the AI-driven chip cycle. The beat sparked broader gains in AI-related names (AMD +5%, Broadcom +2%, TSMC +3%, Super Micro +6%) and lifted data-center and power infrastructure stocks such as Vertiv (+6%), Constellation Energy (+3%) and Eaton (+2%) as investors priced stronger demand for AI compute and capacity buildout. Other movers included Palo Alto Networks (down >3%) after a slight, mixed FY‑Q guidance despite narrowly beating Q1 estimates, Oddity Tech (up ~21%) on better-than-expected results, and Datadog (down ~3%) following an $18.3 million insider share sale.

Analysis

Nvidia materially outperformed expectations in its fiscal third quarter, reporting $1.30 adjusted EPS on $57.01 billion of revenue versus LSEG consensus of $1.25 and $54.92 billion, and guided to roughly $65 billion for the current quarter compared with analysts’ $61.66 billion estimate; the beat and aggressive guide sent NVDA shares up more than 6% in after-hours trading. The print immediately lifted sentiment across AI-related semiconductors and suppliers: AMD jumped ~5%, Broadcom ~2%, TSMC ~3%, and Super Micro ~6%, while Oracle rose ~3%, indicating investor conviction that Nvidia’s results signal broader demand for AI compute. Data-center and power infrastructure names also rallied—Vertiv +6%, Constellation Energy +3%, Eaton +2%—consistent with an expected capex cycle to expand capacity to host AI workloads. Offsetting signals include Palo Alto Networks’ >3% decline after a narrow beat and slightly disappointing FY1Q guidance ($2.57–$2.59B vs $2.58B consensus), Oddity’s one-off upside (+21% on 40c adj EPS on $148M revenue), and Datadog’s ~3% dip after a CEO $18.3M share sale, highlighting that company-specific guidance and insider activity still drive dispersion despite the positive AI narrative.

Key Decisions for Investors

• Consider increasing selective exposure to Nvidia on the stronger-than-expected results and bullish $65B guide, while managing position size for potential volatility as expectations re-rate
• Rotate into high-conviction AI supply-chain and data-center beneficiaries (AMD, AVGO, TSM, SMCI, VRT, ETN, CEG) given the signaling effect of Nvidia’s guide, but monitor order-book and margin commentary for signs of sustainability
• Be cautious on security names like Palo Alto Networks despite an earnings beat—prioritize firms with clear, upward guidance rather than single-quarter beats
• Treat Datadog’s near-term weakness following an $18.3M insider sale as a catalyst for short-term volatility and reassess exposure if insider activity continues,