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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles planned stock and bond offerings to fund its AI infrastructure buildout have fueled concerns about shareholder dilution, rising debt and whether the spending will generate returns. Traders are split between viewing the selloff as an overreaction to a previously outlined funding plan and seeing the capital needs as evidence of mounting financial risk.

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

Marvells all-stock agreement to acquire Lumentum is the dominant topic, with traders debating whether the move strengthens its position in AI data-center optics or brings too much dilution and deal risk for existing shareholders. The reaction is largely negative, while some investors see long-term strategic value in combining Marvells connectivity business with Lumentums optical technology.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum is driving attention, with many traders criticizing the fixed share exchange and long closing timeline because LITEs value now depends on Marvells stock; others see strategic value in combining their technologies for AI data-center connectivity. The deals AI-optics rationale is competing with concerns about dilution and whether Lumentum shareholders are getting a favorable outcome.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras is drawing attention after a short report from Culper Research alleged its wafer-scale chips have durability and power-use problems that could undermine the companys economics, while challenging its accounting assumptions. Traders are divided over the unverified claims, and IPO lockup share releases are adding to concerns about selling pressure.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

UBSs upgrade to Buy has added to attention around Rivians stronger quarterly results, raised delivery outlook and R2 ramp. Traders are largely welcoming the potential turnaround, while others remain wary of cash burn, profitability and execution risks; some attribute the move to options activity or a possible short squeeze.

Cipher Digital, 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 Digital Inc.

Q3 earnings and the call have fueled debate as traders react to a weak revenue print and the companys early HPC lease revenue. Bears focus on debt, dilution and execution risks amid a steep selloff, while bulls point to contracted AI data-center leases and operational progress as reasons for longer-term optimism.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

UPST is drawing attention for its prolonged selloff and repeated 52-week lows, with traders citing rising yields and rate-hike concerns alongside worries about the companys debt and funding model. Bulls counter that the debt is manageable and point to improving profitability, upcoming earnings and a potential bank charter, while some traders speculate about a short squeeze.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

A third-party report and photo placing POET optical-engine hardware in Foxconns photonics ecosystem have renewed interest, with traders viewing it as validation of the existing FIT relationship and a possible path into AI data-center deployments. Bulls speculate about future orders and production, while skeptics say a showcase is not proof of commercial shipments; the MarvellLumentum deal has also sparked debate about whether industry consolidation helps or sidelines POET.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons post-earnings rebound is drawing attention after results missed expectations, while accelerating AWS growth and its outlook reassured many traders. Bulls are framing the recovery as dip-buying on cloud demand; skeptics remain focused on heavy AI capital spending and negative free cash flow.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is drawing attention after a sharp selloff despite strong results and an improved outlook. Traders are weighing robust AI and data-center demand against concerns that Kioxias cautious forecast signals slowing NAND price growth, alongside broader weakness in chip stocks; some see the drop as an overreaction, while others worry the memory cycle is peaking.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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$CAT is quietly one of the clearest reads on the AI power crunch. 
 
From the Q3 release: Power Generation sales were 3,421M USD vs 2,634M USD a year ago, up 30%, mainly turbines and large reciprocating engines &quot;primarily in data center applications.&quot; Sales to users in power generation grew 75%. 
 
What stuck with me is from the call. CEO Joe Creed said they&#39;re &quot;now taking some large reciprocating orders as far out as 2029 and turbine orders into 2030.&quot; Backlog hit a record 78 billion USD, and 58% of it is expected to ship within 12 months. 
 
So the limit isn&#39;t demand, it&#39;s how fast they can build engines. The plan is to take large reciprocating engine output to nearly three times the 2024 level by 2030. 
 
Sources: https://www.sec.gov/Archives/edgar/data/18230/000001823026000052/ex991toformcat3q2026earnin.htm and https://www.fool.com/earnings/call-transcripts/2026/10/29/caterpillar-cat-q3-2026-earnings-call-transcript/

Bernard

JOHN M MANLEY

Record $78B backlog and 45% EPS growth highlight capacity constraints in power generation.

The Motley Fool

Caterpillar (CAT) Q3 2026 Earnings Call Transcript | The Motley Fool

Document Third Quarter Please see a reconciliation of GAAP to non-GAAP financial measures in the appendix on pages 12 and 13. IRVING, Texas, Oct. 29, 2026 - Caterpillar Inc. (NYSE: CAT) announced third-quarter 2026 results. "Our third-quarter results reflect the durability of our end markets, with strong order rates and a record backlog," said Caterpillar Chairman and CEO Joe Creed.

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Caterpillar Inc.

 is quietly one of the clearest reads on the AI power crunch. 
 
From the Q3 release: Power Generation sales were 3,421M USD vs 2,634M USD a year ago, up 30%, mainly turbines and large reciprocating engines "primarily in data center applications." Sales to users in power generation grew 75%. 
 
What stuck with me is from the call. CEO Joe Creed said they're "now taking some large reciprocating orders as far out as 2029 and turbine orders into 2030." Backlog hit a record 78 billion USD, and 58% of it is expected to ship within 12 months. 
 
So the limit isn't demand, it's how fast they can build engines. The plan is to take large reciprocating engine output to nearly three times the 2024 level by 2030. 
 
Sources: 

Bet The Decade

@BetTheDecade Thank you for that research.