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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 quarterly results beat expectations and lifted its outlook, with U.S. commercial revenue surpassing government revenue for the first time amid strong AI demand. Traders are divided: bulls point to accelerating growth, while skeptics say the results were already priced in given the stocks high valuation, helping explain its decline despite the strong report.

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 has been overshadowed by concerns about its outlook and margin pressure from rising memory costs, alongside weaker-than-expected China, iPad and wearables results, prompting a selloff. Traders are split between viewing strong iPhone demand as evidence of resilience and arguing that slower growth and a rich valuation leave little room for disappointment.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells agreed all-stock acquisition of Lumentum to expand its AI data-center optics business is the dominant catalyst. Many traders view the deals dilution, valuation and long closing timeline as risks behind the sharp selloff, while others see strategic value in combining Marvells chips and networking with Lumentums optical technology.

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 steep selloff ahead of its quarterly report has traders debating whether weak chip-sector sentiment after Intels warning signals broader trouble or whether AMDs results and guidance can defy the downturn. Some expect an earnings beat to spark a rebound, while others fear a further drop amid semiconductor weakness and AI valuation concerns.

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 offerings to fund its AI infrastructure buildout are driving the selloff, with traders focused on shareholder dilution, rising debt and whether the financing signals strain. Some see the move as a damaging surprise after recent investor-day comments, while others argue it was already disclosed and may complete the funding plan.

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 reached its prespecified 80th death, triggering final analysis ahead of the awaited GPS topline results. Traders are debating the sharp selloff since the milestone: some see profit-taking and risk reduction before a binary readout, while others suspect a bad result; bulls argue the data are still unknown and remain hopeful.

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 expected Democratic gains in Congress could weigh on Trump Media shares or a Republican win could fuel a rally. Some see recent moves as speculative pump-and-dump activity rather than a company-specific catalyst, while others remain bullish on election-related momentum.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

Small-cap rotation and IWMs relative strength versus pressured megacap tech dominate discussion, with traders pointing to a rebound in the Russell 2000 while watching rate sensitivity and upcoming macro risks. The community is divided between seeing a durable recovery and viewing the move as a temporary bounce amid volatility around the Fed, elections, and oil.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

DIA is drawing attention as blue-chip Dow stocks outperform a tech-led market pullback, with traders pointing to AI spending and valuation concerns weighing more heavily on growth stocks. The community is divided between bearish calls for a broader decline and reactions that the Dows relative strength reflects rotation rather than a market-wide selloff.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

A sharp selloff despite strong results and guidance has traders debating whether AI-related memory stocks face a cyclical slowdown or whether the decline is overdone given persistent data-center demand. Kioxias cautious outlook has added pressure to the memory sector, while some traders argue it does not reflect SanDisks own demand outlook.

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$MRVL s&amp;p inclusion on 6/19. This will run to $400 in anticipation. Nothing to worry

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Marvells all-stock agreement to acquire Lumentum has driven attention as shares sold off sharply, with traders concerned about dilution, the purchase price and the long wait for the deal to close. Some see the combination of Marvells connectivity technology and Lumentums optical assets as a strategic fit for AI data centers, while others question the deals execution and shareholder value.

 s&p inclusion on 6/19. This will run to $400 in anticipation. Nothing to worry