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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 quarterly results drove attention, with strong advertising growth, an upbeat revenue outlook and Muse AI traction weighed against a large legal charge, rising AI investment and negative free cash flow. Traders are divided between viewing the results as evidence of a strong core business and worrying that spending, cash burn and the new non-voting share structure could pressure shareholders.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is under pressure alongside a broader Chinese-tech selloff, with traders pointing to weakness in Hong Kong markets and ongoing concerns about Chinas economy, stimulus, and investor demand rather than a clear company-specific catalyst. Some see the decline as an oversold buying opportunity, while others view it as evidence of persistent headwinds for Chinese equities.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Meta and Tesla earnings have focused attention on whether heavy AI investment can deliver returns; traders debate the muted, volatile market reaction, with some viewing dips as buying opportunities and others warning of further tech weakness. Iran-related headlines and rising oil are also cited as pressure, while claims of manipulation and imminent crashes remain speculation.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom is drawing attention as the AI/data-center power-demand story gains traction, with traders pointing to electricity constraints and fuel-cell power deals. The community is also focused on upcoming earnings, balancing optimism about demand and growth against valuation concerns and the risk of a volatile post-report reaction.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPY is seeing a volatile reaction to Meta and Tesla earnings, with traders debating whether heavy AI spending and muted responses to results signal pressure on the broader market. Some also cite renewed Iran-related oil and geopolitical concerns, while others dismiss the overnight weakness as noise and expect dip-buying.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobiles target for initial intermittent coverage in five markets is drawing attention, but traders remain focused on the lack of confirmed launch dates and delays to satellite deployment. Bulls view the coverage update as progress toward commercialization, while bears argue that execution concerns and repeated timeline changes overshadow the announcement.

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 that traders viewed as underwhelming, with supply constraints delaying some shipments and a lower expected China revenue contribution adding concern. The debate is whether the selloff reflects a temporary delivery-timing issue amid robust AI and semiconductor demand or high expectations that the guidance failed to meet.

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 third-quarter results beat expectations, with software growth and delayed deals returning to support the business, but shares sharply reversed an initial post-report pop. Traders are debating whether the fade reflects a sell-the-news reaction and modest outlookespecially flat consultingor an overreaction to otherwise solid results.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp rebound in semiconductor stocks after a steep selloff is driving attention, with traders citing AI-compute demand and expectations for continued hyperscaler spending as support. Others question whether the bounce can hold amid concerns about AI-investment costs and repeated pullbacks; SOXLs 3x leverage amplifies those swings.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is drawing attention amid sharp, choppy moves in semiconductor stocks ahead of its earnings report, with traders split between expecting a recovery and further downside. Bullish discussion points to a possible role in Musks Terafab project and foundry progress, while skeptics question Intels execution and the broader AI-chip trade.

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$TMO.TSX Q3 &#39;26 Earnings Results &amp; Recap

Thermo Fisher Scientific&#39;s Q3 2026 revenue grew 9% to $12.14B, including 6% organic growth; GAAP diluted EPS was $4.64, and adjusted EPS grew 15% to $6.68.

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Thermo Fisher Scientific Inc. - THERMO FISHER CDR (CAD HEDGED) - CIBC

 Q3 '26 Earnings Results & Recap

Thermo Fisher Scientific's Q3 2026 revenue grew 9% to $12.14B, including 6% organic growth; GAAP diluted EPS was $4.64, and adjusted EPS grew 15% to $6.68.

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