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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

A widespread Microsoft 365 outage disrupted Outlook, Teams, Copilot and other services, prompting traders to highlight business interruptions and question Microsofts reliability. Some expect a stronger stock reaction, while others note the shares have held relatively steady; speculation about a cyberattack remains unconfirmed.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Jensen Huangs reported departure has left traders weighing leadership uncertainty against Nvidias established AI-chip business, while scrutiny over alleged China-linked chip access and sales raises concerns about export restrictions and future revenue. Some see the selloff as a buying opportunity, while others worry the investigations and transition could weaken growth.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

FDA discussions over assay refinement have pushed Candels planned prostate-cancer BLA submission to mid-2027, prompting a sharp selloff and criticism of managements communication and credibility. Traders disagree on the implications: some see a serious execution and financing risk, while others view it as a CMC-related delay rather than evidence that the clinical data have weakened.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Reports of a DOJ inquiry into whether entities linked to Alice Huang were involved in smuggling Supermicro products to China have fueled a sharp selloff. Traders debate the seriousness of the allegations, with some citing renewed compliance and governance concerns and others arguing the reports are recycled or overblown; Supermicro says Megaspeed was never its customer and that it has cooperated with authorities.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Ciscos fiscal first-quarter results topped expectations and the company raised its outlook, with AI data-center networking demand a central focus. Traders welcomed the results and stronger AI guidance but debated the muted, volatile share reaction, citing concerns about margins, valuation and broader Nvidia-linked market swings.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials quarterly results beat expectations and its forward outlook was stronger than forecast, but the shares fell despite the report. Traders debated whether the good news was already priced in and options volatility was unwinding, while bulls pointed to sustained AI-driven chip demand and fab investment.

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 under pressure amid fallout from Nvidia CEO Jensen Huangs resignation and allegations surrounding chip shipments to China, prompting trader concerns about tighter export controls and access to Nvidia GPUs. The community is divided between fears that chip constraints could hurt Alibabas AI and cloud ambitions and the view that its in-house T-Head chips could benefit; the upcoming earnings report is also adding caution.

Cardinal Infrastructure Group, Inc. provides infrastructure services to the residential, commercial, industrial, municipal, and state infrastructure markets. It delivers wet utility installations of water, sewer, and stormwater systems, as well as grading, site clearing, erosion control, drilling and blasting, paving, and other related site services. The company was founded on June 12, 2025 and is headquartered in Raleigh, NC.

Cardinal Infrastructure Group Inc - Ordinary Shares - Class A

Cardinals steep selloff is tied to Q3 margin deterioration, project cost revisions, withdrawn 2026 guidance and news that the CFO plans to leave; the company also postponed its Hughes Brothers acquisition. Traders are split between concerns about management and execution and the view that the stock is oversold, with the announced buyback authorization cited as a potential support but not a guaranteed near-term purchase.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is caught in a broader software-sector selloff as traders debate whether AI agents will disrupt traditional SaaS and per-seat pricing. Many worry that customers cutting headcount will limit seat-based growth and that Agentforce adoption may be hard to monetize, while others see Salesforces enterprise platform and AI push as a buying opportunity.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

The EMA upheld its recommendation to refuse EU marketing authorization for Meplyffa (arimoclomol) for Niemann-Pick disease type C, disappointing traders focused on the regulatory decision. The community is divided between concern about the European setback and the view that growing U.S. sales and profitability can support Zevra without EU approval.

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BREAKING $PLTR Smart Money bought $515M🐂🐂🐂

13F Filing - Franklin Resources ($1.8T AUM) increased @PalantirTech $PLTR position sharply by 82.81% or 3,012,041 shares. 
Total Holding: 6,649,350 shares

Source: sec.gov/Archives/edgar…

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Palantir Technologies Inc

 Smart Money bought $515M🐂🐂🐂

13F Filing - Franklin Resources ($1.8T AUM) increased 

 position sharply by 82.81% or 3,012,041 shares. 
Total Holding: 6,649,350 shares

Source: 

Alchemist_Haze11

That $PLTR 13F is a snapshot weeks old, not buying today. Price still has to prove it over 170. Full plan for that hold is on the daily list at https://topoptionsalerts.com

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 13F is a snapshot weeks old, not buying today. Price still has to prove it over 170. Full plan for that hold is on the daily list at 