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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

Apple shares are under pressure despite a quarterly earnings beat as traders focus on lower holiday-quarter gross-margin guidance, with rising memory costs cited as a headwind. The community is split between concerns about margin erosion and valuation, and bulls pointing to strong iPhone demand and revenue growth.

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 upcoming quarterly report is the focus, with traders looking for clarity on AI and data-center demand, margins, and forward guidance. The shares have weakened alongside chip stocks after Intels cautious outlook, prompting debate over whether AMD can show that its growth is holding upor whether broader concerns about PC demand, AI spending, and valuation will outweigh strong results.

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, led by rapid U.S. commercial AI growth, are the main focus, but the shares fell despite the beat. Bulls point to accelerating adoption and earnings momentum, while bears argue that the high valuation and slowing contract-value growth leave little room for disappointment amid weakness in AI stocks.

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 stock-and-bond offering to fund its AI infrastructure expansion has drawn attention as shares sold off. Traders are debating whether the financing signals troubling debt and dilution risks or is a previously disclosed, limited step toward completing the buildout.

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 topline results, and the shares have sold off sharply since the milestone. Traders debate whether the decline reflects profit-taking and risk reduction before a binary readout or signals concern about the trial; bullish posts say the thesis is unchanged, while bears expect failure, with some unverified claims of shorting, dilution, or a data leak.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake is drawing attention amid a broader selloff in software stocks and concerns that AI could pressure established SaaS businesses. Traders debate whether Snowflakes consumption-based data platform can turn AI demand into paid usage during tighter budgets, while others see the pullback as a buying opportunity.

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

Nvidia is caught in a broader AI and technology selloff as traders question whether heavy data-center spending, borrowing, and circular financing can deliver sustainable returns. Bears see valuation and funding risks, while bulls argue that strong GPU demand and the long-term AI buildout remain intact and view the pullback as a reset.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disneys latest quarterly report is drawing a favorable reaction, with traders pointing to stronger streaming profitability and resilient theme-park performance, alongside analyst upgrades and optimism about a breakout. Skeptics still question whether the results can overcome the stocks long-running lack of appreciation.

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 strong quarterly results and accelerating Azure growth initially lifted sentiment, but the post-earnings move faded as traders focused on rising AI infrastructure spending and a planned bond sale, amid broader scrutiny of hyperscalers returns on capex. Bulls point to Microsofts continued cash generation and cloud demand, while skeptics question whether AI monetization will justify the buildout.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

A steep selloff despite widely cited strong results and an upbeat outlook dominates discussion, with traders debating whether the decline reflects broader semiconductor weakness and fears of a peak in the AI-driven memory cycle. Bulls point to persistent storage demand and low valuation, while bears focus on cyclicality and cautious signals from memory peers.

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Equinix $EQIX is a data center REIT, meaning it owns the buildings and leases space rather than running the models. It is directly in the path of this spending, and it is also a heavy borrower itself, because real estate at this scale is funded with long-dated debt matched to the life of the asset. Microsoft issued paper to 2066 for the same reason. 
 
Video: https://youtu.be/XBd4aZTCuDw 
Written version: https://techdamentals.com/newsletter/everyone-watches-capex-what-about-capin?ref=st 
 
What is it worth? 👇 
https://techdamentals.com/v/EQIX?ref=st 
 
Educational, not advice.

Oracle raised $20 billion Monday and fell 5%. You know CapEx, the spending. This is CapIn, the borrowing that now pays for it.

Techdamentals

Oracle Raised $20B for CapEx but needed CapIn. Bonds + Offerings Explained

Oracle raised $20 billion, and the market reacted to the timing, not the size, of the raise. I break down dilution, the pecking order theory, free cash flow, and why Oracle and Microsoft's borrowing isn't the same story at all. Try it for 7 days. No card needed.

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Why Did Oracle Stock Fall 8.8% After Raising $20B? Bonds Offerings Explained

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Equinix Inc

 is a data center REIT, meaning it owns the buildings and leases space rather than running the models. It is directly in the path of this spending, and it is also a heavy borrower itself, because real estate at this scale is funded with long-dated debt matched to the life of the asset. Microsoft issued paper to 2066 for the same reason. 
 
Video: 