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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas earnings beat and strong ad growth were overshadowed by its large AI infrastructure spending plans, negative free cash flow, and a new nonvoting share class that traders worry could enable future fundraising and dilute shareholders. The sharp post-earnings reversal has divided the community between dip buyers focused on growth and bears concerned about costs and financing.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias Q3 results beat expectations and showed strong AI and cloud demand, but shares sold off sharply. Traders debate whether weaker cash flow and higher restructuring costs outweigh the growth; bulls see the AI-related orders and network business as positives.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBMs quarterly results beat expectations and its cash-flow outlook improved, yet shares sold off sharply; traders debated whether the reaction reflected profit-taking after a run-up or concerns about unchanged revenue guidance, margins, consulting, and the payoff from AI spending. The move prompted frustration among bulls and dip-buying alongside calls that the post-earnings fade signaled continued weakness.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is under pressure amid a broad semiconductor selloff, with traders pointing to Lam Researchs supply constraints and expected China slowdown alongside worries about AI spending, debt and rising oil prices. The sharp decline has split the community between dip-buyers expecting an oversold bounce and traders warning that chip weakness could continue.

Biohaven Ltd. is a global clinical stage biopharmaceutical company, which engages in the discovery, development, and commercialization of therapies for people with neurological and neuropsychiatric diseases. The company was founded on May 2, 2022 and is headquartered in New Haven, CT.

Biohaven Ltd

Biohaven Pharmaceutical Holding Company Ltd

The FDA accepted Biohavens resubmitted Vyglxia (troriluzole) application for spinocerebellar ataxia, setting a Q1 2027 decision goal and planning an advisory committee review. Traders welcomed the regulatory progress as a surprise catalyst, while emphasizing that acceptance is not approval and debating the drugs commercial potential and the long wait ahead.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgents CFO transition is drawing attention as the stock sells off, with traders questioning the departures undisclosed reason and speculating about financial problems. Others view the decline as an overreaction, noting the replacement and arguing that the companys growth outlook remains intact.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Researchs strong quarterly results were overshadowed by an outlook viewed as merely in line, with supplier bottlenecks delaying shipments and an expected decline in Chinas revenue share raising near-term concerns. Traders debate whether the selloff is an overreaction because demand appears intact and delayed sales may shift into a later quarter, or a justified response to high expectations and semiconductor-sector weakness.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

American Airlines quarterly results and weaker outlook have put fuel costs at the center of discussion: traders say rising jet-fuel expenses are eroding revenue gains and could constrain growth. Reactions are divided between concern over losses and capacity cuts and optimism about strong demand and revenue growth.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

Lockheed Martins quarterly earnings beat, raised full-year guidance and record backlog are driving attention, alongside a 10-year framework for 850 F-35s. Traders largely welcomed the results and demand visibility, though some point to execution and cost pressures and note that the F-35 framework is not yet a finalized contract.

TTM Technologies, Inc. engages in the manufacture and sale of printed circuit boards and backplane assemblies. It operates through the following segments: Aerospace and Defense (A&D), Commercial, and Radio Frequency and Specialty (RF&S) Components. The A&D segment consists of Printed circuit boards (PCBs), value-added assemblies, microelectronics, RF and microwave components and assemblies, and integrated mission systems. The Commercial segment includes PCBs using customer-supplied engineering and design plans supporting customers in the automotive, medical, industrial, and instrumentation, networking, and data center computing end markets. The RF&S Components segment consists of TTM designed RF components for commercial customers in the telecommunications, industrial, and instrumentation markets. The company was founded on March 20, 1978 and is headquartered in Santa Ana, CA.

TTM Technologies Inc

TTM Technologies is selling off despite strong quarterly results and an upbeat outlook, with traders focusing on debt and financing concerns tied to acquisitions and expansion spending. Some view the reaction as an overdone selloff and are buying the dip, while others cite leverage and broader pressure on AI-related stocks as reasons for caution.

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$BABA &quot;Alibaba stock is rallying as its pre-earnings briefing signals AI momentum and improving core business efficiency.&quot; - China might be picking back up 🇨🇳 ! Other Chinese names bullish today: $JD $BIDU

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Alibaba Group Holding Ltd

JD.com Inc - ADR

Baidu Inc - ADR

 "Alibaba stock is rallying as its pre-earnings briefing signals AI momentum and improving core business efficiency." - China might be picking back up 🇨🇳 ! Other Chinese names bullish today: 