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BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys CEO appearance on CNBCs Mad Money, alongside CrowdStrikes CEO, is driving attention, with many traders praising the interview and speculating about potential ties between the companies security businesses; no deal is confirmed. The discussion also centers on QNXs growing royalty backlog and Alloy Kore momentum, while some investors remain wary of insider selling and the stocks volatility.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts voluntary buyout offer to roughly 60,000 eligible employees is driving discussion, with traders debating whether workforce cuts will improve efficiency and support AI investment or reflect pressure from the costly buildout. Attention is also on the upcoming results, particularly Azure growth and whether AI spending is generating returns.

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

Rivians prolonged slide to fresh 52-week lows and its quarterly results dominate discussion, with traders focused on cash burn, profitability, and execution. Bears fear another weak report or outlook, while bulls point to delivery growth and the R2 ramp as reasons for optimism.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celesticas stronger-than-expected Q3 results and ambitious forward guidance have refocused attention on its role in AI data-center infrastructure. Bulls see hyperscaler demand supporting further growth, while skeptics point to thin margins, customer concentration, cash-flow concerns and volatile price action.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

BMNR is drawing attention amid a sharp selloff and debate over its Ethereum-treasury strategy: traders say shares are lagging ETH and trading below net asset value, while bulls view the discount, continued ETH purchases and buybacks as positives. Some worry that nearing the companys 5% ETH accumulation goal could reduce buying support, while others point to broader crypto weakness and question Tom Lees bullish outlook.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Reports of cracked inner screens on Apples new foldable iPhone Duo are driving discussion, with Apple acknowledging a small number of affected devices and offering replacements. Traders are divided over whether the failures are isolated or signal a broader design and demand problem, while rumors of a recall remain unconfirmed.

Whirlpool Corp. engages in the manufacturing and marketing of home appliances. Its products include home laundry appliances, refrigerators and freezers, cooking appliances, home dishwashers, and room air-conditioning equipment, mixers, and portable household appliances. The firm's brands include Whirlpool, KitchenAid, Maytag, Consul, Brastemp, Amana, Bauknecht, JennAir, and Indesit. It operates through the following geographical segments: Major Domestic Appliances (MDA) North America, Major Domestic Appliances (MDA) Latin America, Small Domestic Appliances (SDA) Global, and Others. The company was founded by Emory Upton, Fred Upton, and Louis C. Upton on November 11, 1911 and is headquartered in Benton Harbor, MI.

Whirlpool Corp.

A sharp post-earnings selloff after Whirlpool missed expectations and cut its outlook has focused attention on weak appliance demand and the companys heavy debt burden. Many traders fear further declines or insolvency, while others see a deeply discounted value opportunity if demand and the balance sheet improve.

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

XP Inc - Ordinary Shares - Class A

Lulas election victory has triggered a sharp sell-off across Brazilian assets, with traders linking XPs steep decline to concerns about government spending and fiscal discipline. Many see the drop as an overreaction and are looking for a rebound, while others warn that political uncertainty could keep pressure on the shares.

Maplebear, Inc. engages in the design and development of an online application that offers grocery delivery and pick-up services. The firm offers Instacart which enables users to connect with personal shoppers in the area who pick up and deliver groceries from local stores. The company was founded by Apoorva Mehta, Brandon Leonardo, and Max Mullen in 2012 and is headquartered in San Francisco, CA.

Maplebear Inc.

Instacart

Instacart shares are drawing attention after reports that DoorDash is in advanced talks to acquire the company, with a possible deal reportedly valuing it around $17 billion; the talks remain unconfirmed and could fall apart. Traders are debating the potential buyout premium against the risk that the rumored price caps further upside, while some question whether a deal will close.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

DIA is caught in a broad risk-off discussion as technology and AI concerns combine with Iran-related oil-supply fears, stoking inflation and interest-rate worries. Traders debate whether the Dows relative resilience reflects rotation into blue chips or whether selling will spread further.

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$CLS $LITE $COHR $AAOI $AXTI Nailed the call, but not the timing. Congrats to everyone who bought, especially during that afternoon dip. Anyone who bought in the regular session, regardless of price, is looking good right now! 📈🎯

Allen

🚨 BULLSEYE STRONG BUY ALERT: $CLS 🚨

$CLS reports Q3 earnings after the close today with their massive 2026 Investor &amp; Analyst Day following tomorrow morning at 8:00 AM ET. While Wall Street still prices $CLS like a commoditized, low-margin assembly house, $CLS is slowly transforming into a high-margin custom AI infrastructure company. Their Hardware Platform Solutions unit is capturing massive market share in 800G and 1.6T networking switches and custom ASIC rack builds for hyperscale cloud giants.

Expect management to expand long-term operating margin targets past their current 8.4% guide as high-margin custom silicon dominates their revenue mix. A monster print and guidance raise from $CLS won&#39;t just trigger a massive valuation re-rate for $CLS—it instantly ignites the high-beta optical supply chain. Surging 800G/1.6T switch deployments could drive sympathy moves across pure-play optical transceivers, laser engines, and InP substrates including $LITE, $COHR, $AAOI, and $AXTI.

Bullseye Private Alerts members have already gotten our preferred play. Grab your 7-day free trial and 50% off for life before the the bell—all details are in our profile.

Good luck to all! 🎯

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BullseyeGains

 Nailed the call, but not the timing. Congrats to everyone who bought, especially during that afternoon dip. Anyone who bought in the regular session, regardless of price, is looking good right now! 📈🎯