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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets sharp selloff ahead of its quarterly report has traders focused on whether Google Cloud growth and AI investments can justify heavy capital spending. Bears also worry about search losing ground to AI, while bulls view the weakness as an opportunity and expect strong results.

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

XP Inc - Ordinary Shares - Class A

XP is caught in a broad selloff in Brazilian stocks after Lulas presidential win, as investors weigh concerns about government spending and fiscal discipline. Traders are split between viewing the steep drop as an election-driven overreaction and buying for a rebound, while others warn that political uncertainty and volatility remain risks.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is drawing attention ahead of its Q3 earnings report as shares have fallen sharply and swung wildly. Traders are split between viewing the selloff as pre-earnings risk-taking and seeing the AI infrastructure demand story as intact; claims of leaks or manipulation remain speculation.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

The USPTOs decision not to intervene in Netlists appeal over the 912 patents Claim 16 is driving discussion, with traders debating whether it could help overturn the PTAB ruling or affect the Google litigation; it does not determine the appeals outcome. Attention also centers on expected earnings and a possible SK Hynix licensing renewal, while some investors urge caution until there are confirmed developments.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is drawing attention ahead of its quarterly report, with traders focused on branded-checkout growth, margins, and bearish put positioning. Some expect a weak report, while others point to valuation and buybacks; takeover and bank-charter talk remains speculative.

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

Ubers reported exit from preliminary Instacart sale discussions has traders debating whether avoiding a potentially costly acquisition is a relief or a missed grocery-delivery opportunity; the deal talks remain preliminary, with no agreement announced. The discussion also reflects frustration with Ubers prolonged share-price weakness and concerns about robotaxi competition ahead of earnings.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

Traders are reacting to SpaceXs FCC filing asking that NextNavs proposed 900 MHz flexible-use license be considered for satellite-to-mobile service, viewing it as evidence of demand for the spectrum. The community is divided on how much this improves NextNavs prospects: the filing is not an acquisition offer or FCC approval, and the pending regulatory process remains a key uncertainty.

Maplebear, Inc. engages in the design and development of an online application that offers grocery delivery and pick-up services. The firm offers Instacart which enables users to connect with personal shoppers in the area who pick up and deliver groceries from local stores. The company was founded by Apoorva Mehta, Brandon Leonardo, and Max Mullen in 2012 and is headquartered in San Francisco, CA.

Maplebear Inc.

Instacart

Reports that DoorDash is in advanced talks to acquire Instacart are driving attention, building on earlier reports that the company was exploring a sale. Traders are debating the potential buyout premium, while recognizing that talks could collapse and a deal could face antitrust scrutiny.

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

DoorDash Inc - Ordinary Shares - Class A

Speculation that DoorDash may acquire Instacart is driving discussion; reports describe talks, but no deal is confirmed. Traders are divided over the potential grocery-delivery expansion versus acquisition costs, dilution and antitrust scrutiny, with some viewing the news negatively for DASH.

Alphabet Inc - Ordinary Shares - Class C

Alphabets upcoming earnings report is the focus as shares have sold off, with traders worried that rising AI infrastructure spending may not pay off and that AI could weaken Search monetization. The debate is whether Cloud and AI growth can offset those risks, with some expecting further downside and others treating the pullback as a buying opportunity.

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$SMCI musk confirmed $DELL getting marketshare due to their speed to deployment for Collosus II.  I wonder who he took share from? https://x.com/elonmusk/status/2114753558109430010

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 getting marketshare due to their speed to deployment for Collosus II.  I wonder who he took share from? 