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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 upcoming Q3 report is the main focus, with traders debating whether guidance can clear a high bar as AI-linked stocks face pressure. Some expect strong growth to support the shares, while others warn that even a beat may disappoint given the valuation; the stocks recent decline has sharpened that divide.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

Liquidias settlement with United Therapeutics resolved the companies pending lawsuits and keeps YUTREPIA on the market for PAH, while giving up the PH-ILD indication. Traders are reacting to the reduced risk of a broader sales interruption with optimism about a rebound and potential short covering, while others focus on the lost market opportunity and substantial settlement payments as risks to future growth and cash.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is being swept up in a semiconductor selloff as traders question whether hyperscalers heavy AI spending can generate adequate returns and worry that any capex slowdown could hit custom-chip orders. Some see AVGO as collateral damage despite ongoing AI commitments, including Anthropic-related demand, while others argue its concentrated customer base leaves it exposed if spending falters.

Cash Cat (CASHCAT) is a cryptocurrency launched in 2026and operates on the Robinhood Chain platform. Cash Cat has a current supply of 1,000,000,000. The last known price of Cash Cat is 0.0938856 USD and is up 2.53 over the last 24 hours. It is currently trading on 318 active market(s) with $8,318,268.61 traded over the last 24 hours. More information can be found at https://cashcattoken.xyz/.

Cash Cat

Cash Cat is drawing attention after a sharp, volatile rally on the Robinhood network, with traders pointing to exchange listingsincluding Upbitas a catalyst and watching for further momentum. Bullish holders frame dips as accumulation and speculate about a short squeeze, while skeptics call the moves pump-and-dump behavior and warn that gains have repeatedly faded.

Ethereum (ETH) is a cryptocurrency . Ethereum has a current supply of 122,180,209.38070502. The last known price of Ethereum is 2,270.17304981 USD and is up 0.59 over the last 24 hours. It is currently trading on 14230 active market(s) with $5,193,092,001.43 traded over the last 24 hours. More information can be found at https://www.ethereum.org/.

Ethereum

Discussion centers on the reported multibillion-dollar Binance hack and its potential spillover to Ethereum and broader crypto markets. Traders are split between fearing further selling and lost exchange confidence, and viewing the selloff as a buying opportunity amid claims Binance will cover customer losses.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

Discussion centers on claims that POET optical engines were featured in Foxconns photonics ecosystem, which traders view as validation of the existing FIT collaboration and possible precursor to purchase orders. Others caution that a demo does not establish commercial shipments, and frustration over limited order and revenue disclosures is prominent as investors look to earnings for evidence of execution.

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 shares have sharply reversed an Investor Day rally, with traders focused on whether its AI infrastructure backlog can justify heavy spending and debt despite managements cash-flow and capital-discipline outlook. The debate is split between bulls who view the buildout as a long-term growth opportunity and bears who question customer funding, backlog conversion, and the stocks weakness amid broader tech-sector pressure.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TGTXs breakout to a 52-week high has traders focused on the upcoming Q3 report and whether BRIUMVIs sales momentum will support the companys growth outlook. Bullish call-option activity and high-short-interest chatter are fueling squeeze speculation, while buyout talk remains unconfirmed.

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

Salesforces announced acquisition of customer-engagement software company Braze has put the stock under pressure, with traders questioning the cost and potential returns while others see a strategic boost to its AI and marketing products. The deal debate is unfolding against broader concerns that AI could disrupt traditional SaaS businesses.

Amgen, Inc. is a biotechnology company, which engages in the discovery, development, manufacture, and marketing of human therapeutics. The company was founded by William K. Bowes, Jr., Franklin Pitcher Johnson, Jr., George B. Rathmann, and Joseph Rubinfeld on April 8, 1980 and is headquartered in Thousand Oaks, CA.

AMGEN Inc.

Earnings positioning and Amgens recent run toward new highs are drawing attention, with traders debating whether put-heavy options activity is downside speculation or protection ahead of the quarterly report. Optimism also centers on positive Phase 3 survival data for IMDELLTRA with AstraZenecas IMFINZI in small-cell lung cancer, while investors look for an update on obesity candidate MariTide.

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You can believe the A.I. won’t disrupt all these SAAS companies. It’s harder to believe that productivity gains won’t equal considerable license declines.
$ADBE
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You can believe the A.I. won’t disrupt all these SAAS companies. It’s harder to believe that productivity gains won’t equal considerable license declines.


Troy

@TFars I see there use going up with AI

especially adobe and Microsoft

 I see there use going up with AI

especially adobe and Microsoft

Mortimer Duke

@doctorwho higher usage amongst a smaller amount of licensees is where I see things going.

 higher usage amongst a smaller amount of licensees is where I see things going.

@TFars for sure yes on workday and somewhat on salesforce. Agreed with these AI is more likely to increase per-seat revenue along with declining the number of paid seats.

Microsoft Copilot already at 15 million paid users on top of 450 million M365 seats, growing 6% YoY

Adobe products will see more seats too because the tools are finally becoming more accessible to those that can spit out prompts - think mid level managers paying vs outsourcing to design kid with pirated cs6 copy

 for sure yes on workday and somewhat on salesforce. Agreed with these AI is more likely to increase per-seat revenue along with declining the number of paid seats.

Microsoft Copilot already at 15 million paid users on top of 450 million M365 seats, growing 6% YoY

Adobe products will see more seats too because the tools are finally becoming more accessible to those that can spit out prompts - think mid level managers paying vs outsourcing to design kid with pirated cs6 copy

@doctorwho wife works at a fortune 100 and I can say less budget, less licensing, less headcount.

 wife works at a fortune 100 and I can say less budget, less licensing, less headcount.