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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 are driving discussion, but the shares have fallen despite accelerating AI and commercial growth. Traders are split between viewing the results as evidence of durable demand and arguing that high valuation and expectations leave little room for upside, amid weakness in AI and tech stocks.

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 quarterly earnings beat estimates, but shares sold off as traders focused on weaker holiday-quarter margin guidance tied to rising memory costs, alongside softness in some product categories and China. Bulls point to strong iPhone demand and record results, while bears argue that margin pressure and a high valuation outweigh the beat.

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 fundraising for its AI infrastructure buildout is the dominant catalyst behind the selloff, with traders focused on shareholder dilution, rising debt and whether the spending will earn adequate returns. Some argue the financing had already been outlined and could secure the investment cycles remaining funding, while others see it as a sign of 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

AMD is in focus ahead of its quarterly results, as a sharp semiconductor selloff and Intels warning have raised concerns about chip demand and AI valuations. Traders are split on whether AMDs results and forward guidance can ease those fears or deepen the sectors decline; many say guidance matters more than a headline earnings beat.

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 Q3 results and outlook are driving discussion, with traders weighing commercial growth and an improved long-term margin outlook against an EPS miss and concerns about the pace of uptake. Debate also centers on Revuforjs patient growth and treatment pauses around transplants, while analysts sharply differing views add to uncertainty.

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

A tech-led pullback tied to worries about AI spending, financing and valuations is weighing on the S&P 500, while traders also debate election uncertainty and conflicting signals around Iran. The reaction is divided between bearish calls for further losses and dip-buyers who view the weakness as sector rotation or a buying opportunity.

Direxion Shares ETF Trust - Direxion Daily Junior Gold Miners Index Bull 2X ETF

JNUG is drawing attention as traders track moves in gold and junior miners amid concerns about inflation, government debt, currency weakness and geopolitical risk tied to the Iran conflict. The community is broadly bullish on gold as a hedge, but traders also warn that JNUGs 2x leverage magnifies sharp pullbacks and makes the rebound volatile.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

HIMS is under pressure amid a broader market and growth-stock selloff, with traders frustrated that the shares are falling despite recent peptide-related developments. The community sees temporary U.S. easing of compounding restrictions for certain peptides as a potential growth opportunity, but debates whether it will translate into revenue; claims that short sellers or market makers are suppressing the stock remain speculation.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

Concern over Fresenius retrospective comparison finding no significant difference in bloodstream-infection outcomes between DefenCath and ClearGuard is weighing on discussion, alongside earlier worries about DefenCaths post-TDAPA reimbursement and adoption. Bears see cheaper ClearGuard as a threat to DefenCaths commercial potential, while bulls argue the observational study does not establish equivalence and point to DefenCaths other clinical evidence and possible broader reimbursement access.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Midterm-election positioning dominates discussion, with traders debating whether a Republican win could support DJT or a Democratic gain would add pressure. Many characterize the stocks bounce as a short-lived pump amid concerns about the companys weak business fundamentals, while others remain bullish on election-related speculation.

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$TSEM Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $1.15 up 109.09% YoY
• Reported revenue of $526.16M up 32.98% YoY
• Tower Semiconductor guides fourth-quarter 2026 revenue of $600M, with an upward or downward range of 5%; mid-range guidance represents 36% year-over-year and 14% quarter-over-quarter increase.

Howard Lindzon

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Tower Semiconductor Ltd.

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $1.15 up 109.09% YoY
• Reported revenue of $526.16M up 32.98% YoY
• Tower Semiconductor guides fourth-quarter 2026 revenue of $600M, with an upward or downward range of 5%; mid-range guidance represents 36% year-over-year and 14% quarter-over-quarter increase.

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