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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Microns fiscal fourth-quarter earnings report is the main focus, with traders looking beyond an expected strong quarter to guidance on AI-driven HBM and DRAM demand, pricing, margins, and how long the memory upcycle can last. The community is broadly optimistic about a beat but split on the stock reaction, with some expecting further gains and others warning that strong results may already be priced in and could trigger a sell-the-news pullback.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins sharp selloff toward 52-week lows is being linked to bearish analyst commentary questioning growth in its AXON/MAX ad platform, e-commerce expansion, and competitive position against Unity; the Unity data dispute also features in the debate. Bulls argue the reports overlook improving adoption data and view the decline as an opportunity, while bears see signs of slowing growth and continued downside risk.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

New 24-month HOPE-3 extension data showing slower upper-limb decline among Duchenne patients treated with deramiocel has driven attention to Capricors therapy and its pending FDA review. Traders are upbeat about the efficacy signal but debate whether the open-label findings address the FDAs prior statistical concerns; short-squeeze talk remains speculative.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

A Delaware court ruled that two United Therapeutics patent claims are valid and infringed by Liquidias YUTREPIA, prompting a trading halt and a steep selloff; Liquidia says it plans to appeal, while potential remedies remain uncertain. Traders are split between viewing the ruling as a serious threat to YUTREPIAs availability and calling the decline an overreaction, with some betting on a rebound.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following segments: Walmart U.S., Walmart International, and Sam's Club U.S. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club U.S. segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmarts steep post-earnings pullbackdespite a reported beat, traders point to weak U.S. comparable sales and a soft near-term outlookhas kept the stock in focus. Bearish posts cite its premium valuation, consumer pressures and downtrend, while dip buyers argue its value positioning and defensive retail business support a recovery.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

ZETA is drawing attention after a sharp, high-volume rebound, with traders noting that it rose even as the broader market weakened. The move has no clearly established single catalyst; community speculation points to software-sector strength, CNBC exposure and a reported William Blair endorsement, while some emphasize that the rally followed a recent pullback.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobiles new change-of-control severance policy has fueled speculation about a potential buyout or strategic investment, though traders note there is no confirmed deal. The chatter is tempered by concerns about satellite shipment and launch timing, alongside frustration over volatile price swings.

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

The selloff is being attributed mainly to IPO lockup expirations and insider share sales, with traders also debating a report that OpenAIs latest Ultrafast model runs on Nvidia rather than Cerebras hardware. Bears see the newly tradable shares as continued supply pressure, while some investors are buying the dip and arguing the OpenAI report does not negate Cerebrass broader business prospects.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhoods product summit announcementsAI trading agents, weekend stock trading, crypto perpetual futures and earnings-linked contractsare the main focus. Traders are split on the expansions potential versus concerns that it makes the platform more like a gambling app, while many express frustration that shares sold off sharply after an initial premarket pop, describing it as a sell the news move or profit-taking.

Synopsys, Inc. engages in the provision of electronic design automation (EDA) software that engineers use to design and test integrated circuits (ICs). It also offers semiconductor intellectual property (IP) products. It operates through the Design Automation and Design IP segments. The Design Automation segment includes silicon design, verification of products and services, and Ansys products, and system integration of products and services. The Design IP segment refers to interface, foundation, security, and embedded processor IP, IP subsystems, and IP implementation services that serve companies primarily in the semiconductor and electronics industries. The company was founded by Aart J. de Geus, Bill Krieger, Dave Gregory, and Rick Rudell in December 1986 and is headquartered in Sunnyvale, CA.

Synopsys, Inc.

Synopsys Inc

Synopsys expanded multi-year agreement with Amazon to provide application-optimized silicon IP and chip-design tools is driving attention, with traders viewing the collaboration as a boost from custom-chip and AI infrastructure demand. The community is broadly positive about the deal, though some are also looking for clearer guidance and details at the companys investor day.

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$ASML translation: ai demand peaked last quarter and this is the highest this stock will ever be as we head into a recession next quarter

Dogenation.dog

Edward Jones

bigboydaddytrader

$ASML ladies and gentlemen pack your bags apparently AI peaked 🤣🤣🤣🤣🤣🤣🤣🤣🤣 because that is what companies do now. They raise guidance from slow demand

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ASML Holding NV

 translation: ai demand peaked last quarter and this is the highest this stock will ever be as we head into a recession next quarter

DaddysHome1007

@Bigbiydaddytrader I&#39;m marking this post for every new 52 week high I will need to use this as a meme 

Absolutely hilarious

 I'm marking this post for every new 52 week high I will need to use this as a meme 

Absolutely hilarious

@Bigbiydaddytrader I don&#39;t understand they beat estimates and you think demand peaked.   Very interesting.   Sounds like demand is up and you are comparing the wrong quarters.

StockTwits Web

 I don't understand they beat estimates and you think demand peaked.   Very interesting.   Sounds like demand is up and you are comparing the wrong quarters.

Sofa King

@Bigbiydaddytrader arnt you marry sunshine , wow