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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals quarterly results delivered a strong revenue and adjusted-earnings beat, alongside plans to bring substantially more AI data-center capacity online. Bulls cite accelerating execution and growth, while skeptics point to tenant fit-out revenue, heavy debt and GAAP losses to explain the muted share-price reaction.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs advancement to Stage C of DARPAs Quantum Benchmarking Initiative is the main catalyst drawing attention, under an agreement with potential value of up to $300 million and independent testing of its roadmap. Traders see the selection as a meaningful validation milestone, while skeptics stress that it is an opportunity to prove the technologynot evidence that fault-tolerant systems or the projected funding have been secured.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Seas steep pullback is driving bearish discussion, with traders pointing to insider share sales and a reported DBS downgrade as pressures on the stock. Others argue the companys growth and strong Q2 revenue beat support the long-term case, leaving the conversation split between further downside concerns and dip-buying.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: PepsiCo Foods North America (PFNA), PepsiCo Beverages North America (PBNA), International Beverages Franchise (IB Franchise), Europe, Middle East and Africa (EMEA), Latin America Foods (LatAm Foods), and Asia Pacific Foods. The PFNA segment refers to the food businesses in the United States and Canada. The PBNA segment includes beverage businesses in the United States and Canada. The IB Franchise segment involves the international franchise beverage businesses, as well as the SodaStream business. The EMEA segment pertains to food businesses and beverage businesses with company-owned bottlers in Europe, the Middle East, and Africa. The LatAm Foods segment consists of food businesses in Latin America. The Asia Pacific Foods segment is associated in food businesses in Asia Pacific, including China, Australia and New Zealand, as well as India. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

Attention centers on PepsiCos Q3 earnings and whether North American snack and beverage demand can recover amid consumer pressure, soft Frito-Lay trends, and price increases. With shares near recent lows, bulls point to valuation and the dividend, while bears worry the business slowdown and analyst downgrades signal further weakness.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

A bipartisan House panels report alleging structural ties between Webull and China, including concerns about customer data and cash, has fueled a sharp selloff in BULL. Traders are split between viewing the report as a serious risk that could erode customer trust and calling it overstated or inaccurate, with Webull disputing the findings and some investors buying the dip.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells Investor Day outlook for rapid growth in AI custom silicon and data-center connectivity drove the discussion, alongside a wave of analyst upgrades. Traders were broadly encouraged by the expanded opportunity, but some questioned whether ambitious long-term forecasts and the stocks valuation were already priced in as shares faded after an early advance.

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

D.A. Davidsons sharply more bullish valuation outlook helped spark a strong rebound in Micron shares, while Samsungs record profit forecast reinforced optimism about AI-driven memory demand. Traders remain divided over whether the rally can break through resistance, with some seeing a durable growth story and others warning that memory is cyclical and the gains may fade.

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 amid a prolonged selloff and broader weakness in Chinese equities, with traders pointing to poor China-market sentiment, limited stimulus and liquidity, and geopolitical and regulatory risks. The community is split between calling BABA a value trap and expecting a rebound, while many lament that brief rallies have repeatedly faded.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital has been swept up in a storage-sector selloff over reports that Toshiba plans to expand HDD capacity and may pursue TDKs magnetic-head business, raising concerns about future competition and supply. Traders are divided: some fear pressure on WDCs market position, while others call the reaction excessive given the delayed ramp, WDCs in-house capabilities, and continued AI-driven storage demand.

Dynex Capital, Inc. is an internally managed mortgage real estate investment trust. It engages in the business of investing in mortgage-backed securities. The company was founded on December 18, 1987 and is headquartered in Glen Allen, VA.

Dynex Capital, Inc.

Rising Treasury yields and mortgage-backed-securities repricing are weighing on Dynex and other mortgage REITs, fueling a sharp selloff. Traders are split between viewing the decline and discount to book value as a buying opportunity for the monthly dividend and worrying about further price erosion and dividend sustainability.

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$ANET hmmmmm look at the insiders selling huge red flag lol

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Arista Networks Inc

 hmmmmm look at the insiders selling huge red flag lol

ROCKETMAN2323

@ROCKETMAN2323 Jayshree&#39;s 10b5-1 plan? existed since Nov 14 2025.. Option exercises she&#39;s been selling on a schedule since July. 460K shares = 0.04% of the float. The plan was set 11 months ago and the stock just printed a new ATH. We&#39;re about to run 220+ into earnings.

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 Jayshree's 10b5-1 plan? existed since Nov 14 2025.. Option exercises she's been selling on a schedule since July. 460K shares = 0.04% of the float. The plan was set 11 months ago and the stock just printed a new ATH. We're about to run 220+ into earnings.