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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

Palantir is trending after CEO Alex Karp's CNBC appearance highlighted AI weapons and defensive products. This coincides with major new partnerships with Nvidia for sovereign AI OS and Ondas for multi-domain intelligence platforms, driving community discussion on its critical and expanding role in defense and enterprise AI.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath (PATH) is trending following its strong earnings beat, first GAAP profitability, and a new substantial stock buyback, sparking community debate over conservative growth guidance versus perceived market manipulation by shorts and the potential for a 'Palantir moment' with government AI contracts.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending with high anticipation ahead of the upcoming OFC Conference, where it will showcase its advanced optical engines for AI applications in a significantly expanded booth. Community speculation about potential major partnerships, especially after Marvell's acquisition of a POET customer, is fueling a strong bullish sentiment across the heating photonics sector.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas (ONDS) is trending following a strategic partnership with Palantir and World View to advance AI-enabled multi-domain intelligence platforms, alongside the acquisition of BIRD Aerosystems, significantly expanding its defense capabilities. While many are bullish, anticipating a substantial short squeeze and future growth in the defense sector, the community is actively debating the impact of frequent dilution and the stock's muted reaction to otherwise significant developments.

Himax Technologies, Inc. is a semiconductor solution provider dedicated to display imaging processing technologies. It operates through the Driver Integrated Circuit and Non-Driver Products segments. The company's products include display drivers, timing controllers, wafer level optics, video and display technology solutions, liquid crystal over silicon silicon, complementary metal-oxide semiconductor image sensor, and power integrated circuit. Its products used in TVs, laptops, monitors, mobile phones, tablets, digital cameras, car navigation, virtual reality (VR) devices and many other consumer electronics devices. Himax Technologies was founded by Biing Seng Wu and Jordan Wu on June 12, 2001 and is headquartered in Tainan, Taiwan.

Himax Technologies - ADR

Himax Technologies, Inc.

Himax Technologies is trending following a Hunterbrook article positioning it as a "stealth supplier" for NVIDIA's AI optics revolution and TSMC's CPO platform, sparking intense community debate between bullish long-term CPO potential and warnings of a pump and dump amid volatile trading.

Lightwave Logic, Inc. is a development stage company which engages in the commercialization of electro-optic photonic devices. The firm offers the P2ICTM technology platform which uses in-house proprietary organic polymers. Its products include electro-optical modulation devices and proprietary polymer photonic integrated circuits. The company was founded on June 24, 1997 and is headquartered in Englewood, CO.

Lightwave Logic Inc

Lightwave Logic is trending due to its newly announced development agreement with Tower Semiconductor, which the community widely interprets as a critical step toward integrating its advanced polymer modulators into the NVIDIA supply chain. This partnership is fueling immense investor optimism that validates LWLG's technology for the rapidly expanding AI and data center photonics market, signaling a path to significant commercial adoption and substantial growth.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

The SPDR S&P 500 ETF Trust is trending amidst escalating geopolitical tensions, driven by Iran's threats to keep the Strait of Hormuz closed and surging oil prices, sparking community debate over market manipulation and global economic stability.

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

SELLAS Life Sciences is trending as the community buzzes about the enrollment of the first patient in its Phase 2 trial for SLS009 in first-line AML, building on impressive early survival data. This catalyst, coupled with the nearing completion of the REGAL Phase 3 for GPS and a strengthened balance sheet from recent warrant exercises, amplifies discussions of the company as a multi-asset contender in AML with potential for strategic partnerships.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending due to newly reported manufacturing issues concerning wiring flaws that may delay 737 MAX deliveries, fueling concerns over quality control and commercial sector headwinds. Conversely, community discussions also highlight a robust defense segment benefiting from increased geopolitical tensions and the anticipation of a major aircraft order from China.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending following an investor day where its new AI assistant reportedly bombed, alongside mixed Q4 earnings showing widening losses despite revenue growth. The community is actively discussing the confirmed plans for future capital raises and registered shares for resale, fueling concerns about ongoing dilution and the company's challenging path to profitability in the competitive luxury EV market.

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$ORCL is reportedly cutting 30,000 jobs to &quot;fund AI.&quot;

But the 10-K tells a different story: Oracle grew from 159K to 162K employees last fiscal year.

Same pattern across the board:
$AMZN → announced −30K, filed +51K
$GOOGL → serial layoff headlines, filed +821
$MSFT → announced −10K+, filed +7K
$META → announced −5%, filed +4,798

Fed NY survey: only 1% of AI-using firms actually laid off workers because of AI. 12% hired fewer.

The real story isn&#39;t layoffs. It&#39;s a hiring freeze no one is reporting.

Full analysis: https://newsletter.electe.net/p/the-anatomy-of-an-ai-layoff

https://newsletter.electe.net/p/anatomy-of-an-ai-layoff

Why AI isn't eliminating jobs at scale - but quietly reshaping the pipeline of who gets hired.

Electe's Newsletter

Layoffs Are the Headline. Hiring Collapse Is the Story

beehiiv

Oracle Corp.

Amazon.com Inc

Alphabet Inc Class A

Microsoft Corp

Meta Platforms Inc

 is reportedly cutting 30,000 jobs to "fund AI."

But the 10-K tells a different story: Oracle grew from 159K to 162K employees last fiscal year.

Same pattern across the board:


 → serial layoff headlines, filed +821


 → announced −5%, filed +4,798

Fed NY survey: only 1% of AI-using firms actually laid off workers because of AI. 12% hired fewer.

The real story isn't layoffs. It's a hiring freeze no one is reporting.

Full analysis: 