SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

Apples post-earnings decline is centered on guidance for weaker gross margins as memory costs rise, despite stronger-than-expected quarterly results. Traders are split between viewing the drop as an overreaction to a solid iPhone-led quarter and worrying that margin pressure, slower growth, and valuation leave little room for disappointment.

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 planned stock-and-bond financing for its AI infrastructure buildout is driving the selloff, with traders focused on shareholder dilution, rising debt and whether the spending will generate returns. Some argue the financing was previously outlined and could limit future fundraising, while others see its timing as a warning about Oracles leverage and AI investment risks.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs strong Q3 results and raised outlook drew attention, but shares fell as traders questioned whether rapid growth could justify the stocks high valuation. Bulls pointed to accelerating commercial AI adoption, while bears focused on lofty expectations and slower growth in contract value.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs quarterly report is in focus after Intels weak outlook helped trigger a broader semiconductor selloff and weighed on AMD shares. Traders are divided over whether AI and data-center growth and strong guidance can reassure investors, or whether valuation concerns and cautious chip-sector sentiment will overshadow the results.

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 reaching its prespecified 80th event has triggered final analysis, with traders focused on the pending GPS topline results and a possible SLS009 update. The sharp selloff has prompted some investors to buy or hold ahead of the data, while others see the decline as a warning of possible trial weakness; claims of manipulation, dilution, or leaked results remain speculation.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

SLV is drawing attention amid a steep silver-price selloff after a dramatic run-up, with traders reacting to persistent declines and questioning where support may hold. The community is split between bearish calls for further losses and dip buyers expecting an oversold rebound; some blame rate and yield pressures or technical selling, while claims of market manipulation remain speculation.

Solana (SOL) is a cryptocurrency launched in 2020. Solana has a current supply of 636,883,313.16514313 with 590,206,315.78603745 in circulation. The last known price of Solana is 92.37097662 USD and is down -1.79 over the last 24 hours. It is currently trading on 1189 active market(s) with $2,843,805,655.98 traded over the last 24 hours. More information can be found at https://solana.com.

Solana

Solana is under pressure amid a broader crypto pullback, with traders watching support and debating whether the decline has further to run. Binance hack concerns are adding to risk-off sentiment, while others view the weakness as a buying opportunity and continue accumulating or staking SOL.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

A strong fiscal Q1 report and raised FY27 outlook, supported by demand for Aehrs AI-chip burn-in testing systems, are driving attention. Bulls see the results as evidence of growth, while others question the stocks valuation and worry that broader market weakness could blunt the reaction.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDBs CEO departure to Meta, announced immediately before Investor Day, sparked a sharp selloff and volatile trading. Traders are split between viewing the leadership uncertainty as a lasting risk and seeing the drop as an overreaction, pointing to reaffirmed guidance and former CEO Dev Ittycherias return as interim chief.

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.

Morgan Stanley

Morgan Stanley is drawing attention for arranging senior debt in a $63 billion financing structure that will fund Broadcom AI hardware for Anthropic. Traders view the deal as evidence of Wall Streets role in financing AI infrastructure growth, though the hardware deliveries are expected to begin in 2027.

statis crypto Watchlist

Bitcoin

Ethereum

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Bill Ackman&#39;s Pershing Square Says Wall Street Is &#39;Penalizing Hyperscalers&#39; For Build-Out Costs, Ignoring Growth Potential   

$PS $MSFT $AMZN $GOOGL $META

https://stocktwits.com/news/equity/markets/bill-ackman-pershing-square-wall-street-penalizing-hyperscalers-build-out-costs-ignoring-growth-potential/cNGQt6GR955

Martinez2k19

Maggie Meko

Bill Ackman's Pershing Square Inc. (PS) believes Wall Street is underestimating the long-term potential of major technology companies investing heavily in artificial intelligence (AI), focusing too much on rising infrastructure costs while overlooking fut

Stocktwits

Bill Ackman's Pershing Square Says Wall Street Is 'Penalizing Hyperscalers' For Build-Out Costs, Ignoring Growth Potential

StocktwitsNews

Pershing Square Inc

Microsoft Corp

Amazon.com Inc

Alphabet Inc Class A

Meta Platforms Inc

Bill Ackman's Pershing Square Says Wall Street Is 'Penalizing Hyperscalers' For Build-Out Costs, Ignoring Growth Potential   



This account has been verified as an official STOCKTWITS representative.