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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 expectations, but the shares came under pressure after its holiday-quarter margin outlook pointed to higher memory costs, with traders also weighing slower Services growth and concerns about valuation. Bearish reactions focus on margin compression and the post-earnings drop, while bulls argue that strong iPhone demand and the overall results support a recovery.

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, driven by accelerating commercial AI adoption, are being overshadowed by a selloff as traders debate whether lofty expectations and valuation leave room for upside; bulls point to the growth and guidance, while bears question whether deal growth can sustain it.

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 planned stock and bond offering to fund its AI infrastructure buildout is driving a sharp selloff, with traders focused on shareholder dilution, borrowing costs, and whether the spending will pay off. Some view the financing as a necessary, previously outlined step that could support future AI growth, while others see it as a sign of excessive debt and execution risk.

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 Q3 results and raised outlook are driving attention, with traders highlighting an earnings beat, accelerating B2 cloud-storage growth and improving profitability. The bullish reaction is tempered by debate over the stocks volatility and the CoreWeave agreements customer concentration and warrant-related dilution risks.

Fabrinet engages in the provision of optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers (OEMs). The firm's services include process design and engineering, advanced optical packaging, printed circuit board assembly and test, new product introduction, supply chain and inventory management, and customized glass and crystal optics fabrication. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

Fabrinets record fiscal Q1 results and raised guidance, attributed in the community to strong AI-related demand, are driving attention. Traders largely praise the beat and growth outlook, but the share-price pullback has prompted debate over the market reaction and whether the volatility offers an entry point.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

Deutsche Banks upgrade to Buy, citing AI-driven cybersecurity demand, is a recurring focus, alongside CrowdStrikes AI-security partnerships and product expansion. Traders are split between optimism about sustained security spending and concerns that the stocks rich valuation leaves it vulnerable to pullbacks, including sector-wide selling.

Rush Street Interactive, Inc. engages in developing, supplying, and operating regulated online gaming sites. It operates real-money online casino and sports wagering in New Jersey and Pennsylvania and also operates online sports wagering in Indiana, Colorado and Illinois. The company was founded by Neil Gary Bluhm, Gregory A. Carlin, and Richard Schwartz in 2012 and is headquartered in Chicago, IL.

Rush Street Interactive Inc - Ordinary Shares - Class A

Rush Street Interactive has sold off sharply despite Q3 results that traders describe as a beat, with the company reiterating rather than raising its full-year outlook. The community is split between calling the decline excessive given the companys cash position and profitability, and pointing to higher spending, growth concerns, insider sales, and competition or regulatory risks in online betting.

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 reaching its prespecified 80th event triggered final analysis, putting GPS survival results in focus. The sharp selloff since the milestone has divided traders between those attributing it to profit-taking and risk reduction ahead of a binary readout and skeptics concerned about the price action; claims of leaks or manipulation remain speculation.

Syndax Pharmaceuticals, Inc. engages in the development of cancer therapies. Its products include Revuforj and Niktimvo. The company was founded by Richard A. Heyman, Eckard Weber, Peter Ordentlich, Ronald M. Evans and Michael Downes on October 11, 2005 and is headquartered in New York, NY.

Syndax Pharmaceuticals Inc

Syndaxs quarterly update has focused attention on Revuforjs ongoing launch and newly disclosed transplant and post-transplant maintenance patterns among NPM1-mutated patients. Traders see a possible near-term interruption in treatment but debate whether patients resuming therapy could support longer treatment duration; reactions are mixed, with some viewing the update as broadly in line and others disappointed by the share-price response.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JDs prolonged selloff has fueled debate over whether its cash, buybacks and low valuation outweigh weak Chinese-market sentiment; traders are watching the Ceconomy acquisition decision and upcoming earnings as potential catalysts, while disagreeing on whether recent rebounds can hold.

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$IBRX Macau - China. I’d say that’s kinda global. And unstoppable.

Mark

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Rickerthestockpicker

$IBRX china may try to steal this tech as they usually do. My opinion here.

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ImmunityBio Inc

 Macau - China. I’d say that’s kinda global. And unstoppable.