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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 Investor Day outlook for rapid long-term growth, a path to positive free cash flow, and limits on additional fundraising eased some concerns about financing its AI data-center buildout. Traders celebrated the sharp rally and discussed a possible short squeeze, while skeptics questioned whether the projections and debt and capex risks justify the move.

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 fiscal Q1 earnings are the main focus, with traders watching Azure growth, AI spending and whether monetization is keeping pace with the data-center buildout. The debate is whether strong cloud results can justify the spending: some expect a beat, while others worry that heavy capex and the voluntary buyout offer point to pressure on costs and returns.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabets quarterly earnings are the main focus, with traders debating whether cloud and AI growth can justify heavy capital spending and ease concerns about free cash flow and search. A reported possibility that OpenAI will buy Googles TPUs has added optimism, but bearish traders remain concerned about spending and returns.

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

Culper Researchs short report alleging Cerebras wafers have limited lifespans and that the companys operating assumptions understate costs is driving a sharp debate, with bearish concerns amplified by IPO lockup-related share supply. Bulls call the allegations unverified and point to the Oracle Cloud inference collaboration as a counterpoint, while the reports credibility and the stocks volatility remain central topics.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendys shares are drawing attention after a Trian-led group proposed taking the company private in a cash deal. Traders are debating whether the offer undervalues the chain and could be raised or draw competing bids, while others warn that the proposal may cap gains or fall through.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs REGAL Phase 3 trial reached its prespecified 80th event, triggering final analysis ahead of expected topline results; the milestone was followed by a sharp share-price drop. Traders are divided between viewing the decline as sell-the-news profit-taking before the readout and seeing it as a warning, with the trial outcome still unknown.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNows quarterly earnings are the main focus, with traders watching subscription growth, remaining contract growth, AI monetization and guidance. Bulls point to analyst upgrades and enterprise AI momentum, while bears cite the stocks valuation, recent selling and concern that an in-line outlook may disappoint.

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

Nvidias underperformance versus other chip stocks is driving discussion, with traders citing reported DOJ inquiries into its proposed Hugging Face acquisition and Google TPU competition as possible pressures. Others blame sector rotation or trading flows, while bullish traders argue that AI demand remains strong despite the stocks weak price action.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientifics lowered full-year outlook and expected fourth-quarter sales decline, linked in part to disruption from the cyberattack, are driving the discussion despite quarterly results topping estimates. Traders are split between calling the selloff overdone and buying the dip after a sharp rebound, and viewing the weak guidance and managements execution as reasons for further caution.

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The Feds decision to leave rates unchanged despite elevated inflationand Chair Warshs cautious remarks, with two officials favoring a hikedominated QQQ discussion. Traders debated whether the hold supports a relief rally or leaves rate-hike risk ahead, while describing sharp, directionless swings; upcoming megacap earnings added to the uncertainty.

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$WRD Does anyone have access to the underlying Bloomberg Intelligence report? I’d like to check how it calculates utilization.

Bloomberg says Pony.ai and WeRide trail Waymo’s utilization of more than 58%. However, Waymo defines “rider-only miles” as miles driven without a human driver, including empty trips between riders and to charging depots.

If BI treats these as passenger-carrying miles, utilization would be overstated. If it uses them as total mileage in the denominator, empty miles correctly reduce utilization.

Does anyone know which calculation BI uses, and whether the definitions are consistent across operators?

https://www.bloomberg.com/news/articles/2026-10-02/china-robotaxis-face-losses-as-utilization-trails-waymo-bi-says

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WeRide Inc. - ADR

 Does anyone have access to the underlying Bloomberg Intelligence report? I’d like to check how it calculates utilization.

Bloomberg says Pony.ai and WeRide trail Waymo’s utilization of more than 58%. However, Waymo defines “rider-only miles” as miles driven without a human driver, including empty trips between riders and to charging depots.

If BI treats these as passenger-carrying miles, utilization would be overstated. If it uses them as total mileage in the denominator, empty miles correctly reduce utilization.

Does anyone know which calculation BI uses, and whether the definitions are consistent across operators?



I&#39;ve asked the bloomberg analyst, to see what&#39;s up

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I've asked the bloomberg analyst, to see what's up