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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

Apples earnings beat estimates, but shares came under pressure as traders focused on rising memory costs and weaker-than-expected China, iPad, and wearables results. Some see a strong iPhone-led quarter and a buying opportunity, while others argue that margin concerns, outlook, and a high valuation overshadowed the beat.

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 Q3 earnings beat and raised outlook, driven by rapid commercial AI growth that surpassed U.S. government revenue, are the main focus. Bulls praise the results and business momentum, while skeptics point to the stocks high valuation and broader tech weakness to explain why strong numbers have not produced a stronger share-price reaction.

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 plan to fund its AI and data-center buildout with stock and bond offerings is driving attention, as traders worry about dilution, rising debt and whether the spending will generate returns. Some see the financing as a disclosed, final step in the investment plan and view the selloff as excessive, while others fear further financial strain.

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 earnings and guidance are the focus after Intels weak report helped fuel a broader semiconductor selloff. Traders are split between expecting strong AI and data-center results to distinguish AMD from Intel and fearing that high expectations and weak tech sentiment could pressure the shares even on a beat.

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 Phase 3 REGAL trial reaching its 80th event triggered final analysis, with topline results for its GPS treatment expected this quarter. Traders are debating the sharp selloff since the milestone, attributing it variously to profit-taking and risk reduction ahead of a binary readout, short-selling or an unconfirmed data leak; no results have been disclosed.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a sharp tech and semiconductor selloff, with traders debating whether heavy AI spending and financing risks are undermining the AI trade; Apples earnings reaction also failed to ease concerns about weakness across mega-cap tech. Bears see room for a deeper correction, while some bulls view the decline as an oversold pullback near support that could rebound.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehrs quarterly earnings beat expectations and its fiscal 2027 revenue outlook was raised, reinforcing the bull case around demand for its AI chip burn-in testing systems. Traders praised the results and growth prospects, but debated why shares were falling despite the report, citing weak market sentiment, valuation concerns, and possible sell-the-news pressure.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Golds sharp selloff and repeated support breaks dominate the discussion, with traders citing shifting expectations for Fed rate hikes and forced liquidations as possible pressures. The community is split between seeing more downside and buying the dip, while questioning why gold has not acted as a safe haven amid market and geopolitical stress.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblazes better-than-expected quarterly results and raised sales outlook, supported by accelerating B2 cloud-storage growth, are driving attention. Bulls see AI-related storage demand as a tailwind, while others point to the stocks sharp swings and fading post-earnings gains as reasons for caution.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Attention centers on the FDAs upcoming decision on deramiocel for Duchenne muscular dystrophy, with traders reading renewed commercial hiring and a broader perception of FDA flexibility as possible signs of approval. The hiring is not proof of an outcome, and the community remains divided between hopes for a narrow upper-limb approval and concerns about a rejection or further requirements given the advisory panels doubts about efficacy.

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$GSAT $AAPL Should just cut  a deal with $SPCX already and BUY Globalstar 

https://www.barrons.com/articles/apple-stock-spacex-starlink-iphone-0edad047

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@WelcomeToTheCloud but i think it is less likely since they are making deals elsewhere

 but i think it is less likely since they are making deals elsewhere