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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas quarterly results, driven by strong advertising growth and an upbeat revenue outlook, have drawn attention, but traders are divided over whether that strength justifies the costly AI buildout. Concerns about negative free cash flow and the new non-voting share classs potential to fund spending have fueled skepticism despite bullish reactions to the results.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas quarterly results and earnings call are driving attention, with traders weighing an adjusted earnings and cash-flow beat against flat revenue, weaker operating profitability, and the companys heavy investment plans. Many focused on the post-report pullback and reduced capex guidance, while optimism around AI and autonomyand speculation about a possible SpaceX mergercompetes with concerns about execution and valuation.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBMs quarterly results beat expectations, led by software growth and the closing of previously delayed deals, while the company raised its free-cash-flow outlook. Traders are split after an initial post-earnings surge faded: bulls cite the stronger results, while skeptics point to unchanged revenue guidance and flat consulting growth as reasons for a sell-the-news reaction.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Researchs strong quarterly results were overshadowed by an outlook that traders viewed as merely in line or soft against elevated expectations, prompting a selloff. The debate is whether cleanroom and supply-chain constraints are only delaying AI- and memory-driven equipment demand, as dip buyers argue, or signal a more concerning slowdown.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

A report that the U.S. Navy halted new orders for AEVEXs GARC drone boats over performance concerns sparked a sharp selloff. AEVEX disputes that orders were halted and says it fulfilled its delivery obligation, leaving traders divided between calling the drop an overreaction and worrying about future procurement and management credibility.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is drawing attention after falling alongside Chinese internet stocks as the Hang Seng Tech Index slipped below 4,000, despite gains in U.S. markets; traders point to broader China-market weakness rather than a clear company-specific trigger. The discussion is split between buyers calling the selloff oversold and expecting a rebound, and bearish traders warning that China-tech weakness and lingering economic concerns could prolong the decline.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoins rebound is driving renewed buying in Strategy as a leveraged BTC proxy, with bulls pointing to momentum and a possible short squeeze. The rally is contested by concerns over Bitcoin volatility, shareholder dilution and a potential MSCI index exclusion.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Aurinias ongoing patent litigation with generic-drug challengers is the dominant focus, with traders parsing court deadline extensions as possible signs of settlement talks and debating whether resolution could pave the way for a buyout. Optimism about a favorable outcome and the TD Cowen Buy reiteration is tempered by frustration over delays, limited company communication, and the shares stagnant trading.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

ARMs steep pullback and volatility are prompting debate over whether its valuation is too high amid weakness in AI and semiconductor stocks. Bears also cite the Qualcomm licensing dispute as a risk to future royalties, while bulls argue that demand for Arm-based CPUs in AI data centers supports the longer-term story.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is drawing attention as part of a broader selloff in Chinese stocks, with traders pointing to persistent weakness, fresh lows, and concerns about fading ad revenue, limited market liquidity, and a lack of meaningful stimulus. The community is split between bearish value trap views and dip-buyers citing oversold conditions, buybacks, and hopes for AI or Kunlunxin chip-business growth.

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$BE Trump said on Truth Social that he believes Data Centers should provide their own energy. I believe that favors Bloom in a significant way. Now we will have to see if there are any laws passed to support it. Holding 1k shares at 260 cost basis. The ER will have it over 300 next week.

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Bloom Energy Corp - Ordinary Shares - Class A

 Trump said on Truth Social that he believes Data Centers should provide their own energy. I believe that favors Bloom in a significant way. Now we will have to see if there are any laws passed to support it. Holding 1k shares at 260 cost basis. The ER will have it over 300 next week.

Trevor

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Lynda nickerson

@Fundamentals101 I read this. The author is concerned of a AI slowdown because of this.  Cmon. The grid cannot handle the load anyway. Bloom can. It’s a no brainer. I hope Trump buys some stock. More fuel for the Dems to orgasm over. 😂

 I read this. The author is concerned of a AI slowdown because of this.  Cmon. The grid cannot handle the load anyway. Bloom can. It’s a no brainer. I hope Trump buys some stock. More fuel for the Dems to orgasm over. 😂