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Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is falling alongside fiber-optics names as traders point to reports that OpenAIs annualized revenue may be below earlier estimates, raising concerns about sentiment toward AI infrastructure spending; the figure is unconfirmed in the discussion. Some traders view the selloff as an overreaction and are buying the dip, while others cite the stocks volatility and continued downside risk.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Reports that Starbucks explored a potential takeover of Chipotle are driving attention and a sharp share move, though no formal offer is confirmed. Traders are weighing possible acquisition upside against skepticism that a deal will proceed, with Starbucks emphasizing its existing strategy.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

NBISs sharp pullback is widely tied by traders to headlines that OpenAIs annualized revenue was below figures previously circulated, alongside weakness across AI and data-center stocks; some question the connection and point to broader market volatility. The debate is split between bearish calls for further selling and dip-buyers expecting a rebound.

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

Goldman Sachs upgrade of Palantir to Buy, citing growth opportunities in sovereign AI, tailored applications, and industry-specific software, has fueled buying interest as shares approach record territory. Bulls see the move as confirmation of Palantirs AI growth prospects, while skeptics argue its valuation is stretched and question whether the rally can continue.

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

Broadcoms reported financing of AI-chip purchases for OpenAI and Anthropic has put customer funding and debt exposure at the center of discussion: traders debate whether the deals validate demand or create circular-financing and customer-credit risks. OpenAI revenue estimates below prior reports add to concerns, though some traders attribute the gap to accounting differences rather than weaker underlying demand.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

CIFR is under pressure alongside AI data-center peers, with traders citing higher yields, financing concerns and a broader risk-off move rather than a clear company-specific setback. Bulls argue its contracted leases and AI-infrastructure demand remain intact and are buying the pullback, while bears question valuation, execution and the lack of new lease announcements.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

UBER is drawing attention as shares struggle to reclaim the $70 level, with traders debating whether autonomous-vehicle competition threatens its rideshare business or is overstated given Ubers partnerships and platform scale. The ezCater acquisition has also drawn mixed reactions: some welcome its expansion into catering, while others question Ubers M&A spending; bulls cite cash flow and valuation amid frustration over weak price action.

Starbucks Corp. engages in the production, marketing, and retailing of specialty coffee. It operates through the following segments: North America, International, and Channel Development. The North America segment focuses on the United States and Canada. The International segment is involved in China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America, and Caribbean. The Channel Development segment includes roasted whole bean and ground coffees, Seattle’s Best Coffee, and Teavana-branded single-serve products. The company was founded by Jerry Baldwin and Howard D. Schultz on November 4, 1985, and is headquartered in Seattle, WA.

Starbucks Corp.

Starbucks Corp

Reports that Starbucks explored a potential Chipotle takeover are driving discussion, though no formal offer or deal is confirmed and Starbucks says it will not comment on speculation. Traders are divided, with some questioning the strategic fit and financing while Starbucks is still pursuing its turnaround, and others viewing the CEOs former ties to Chipotle as a reason the deal could be plausible.

Revolution Medicines, Inc. is a clinical-stage precision oncology company, which engages in developing novel targeted therapies. It engages in the discovery and development of cancer treatment by pioneering novel combination and monotherapy treatment regimens to maximize the depth and durability of clinical benefit and circumvent adaptive resistance mechanisms for patients which are dependent on the RAS and mTOR pathway. The company was founded by Mark A. Goldsmith, Kevan Shokat, Martin D. Burke, David L. Pompliano and Michael Fischbach in October 2014 and is headquartered in Redwood City, CA.

Revolution Medicines Inc

RVMD is under pressure amid reports that an FDA review questioned daraxonrasibs efficacy consistency across KRAS mutation subgroups, including weaker responses in G12D; some traders dispute the sourcing, while others view the pullback as a buying opportunity and point to the drugs approval and pipeline prospects. Heavy put activity also reflects concern about continued volatility.

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

A quarterly earnings beat and continued hyperscaler data-center expansion are the main focus, but the stocks muted response has frustrated bullish traders. Many blame broad sector selling and higher rates, while others point to debt, financing costs and execution risk as reasons investors may be cautious.

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Lumber on Barchart 
https://www.barchart.com/story/news/36312154/is-lumber-waiting-until-spring-to-recover 
$WY $WOOD $CUT $LB_F

Physical lumber futures prices have been trending lower since late July, with the price falling from nearly $700 to below $530 per 1,000 board feet. Critical technical support was around $560, and lumber prices fell through that level like a hot knif...