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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, driven by rapid U.S. commercial growth overtaking government revenue, are the focus. Despite the report, traders are debating the stocks sharp weakness: bears point to its high valuation and expectations already priced in, while bulls emphasize the companys growth and execution amid broader AI and tech-market pressure.

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 post-earnings decline is drawing attention despite a quarterly beat and strong iPhone sales, as traders focus on weaker holiday-quarter margin guidance amid rising memory costs, along with softness in some product categories and China. The reaction is split between investors calling it an overreaction and those arguing that thinner margins, slower growth, and a high valuation make the beat insufficient.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Attention centers on Sanofis Phase 3 flu/COVID combination trial, which triggered a milestone for Novavax, and whether the Q3 report will clarify partner sales and royalty trends. Bulls point to the licensing model and potential Matrix-M partnerships, while skeptics cite modest vaccine sales and say Pfizer or oncology deal speculation remains unconfirmed.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is facing a sharp selloff ahead of quarterly earnings, with traders citing a Bank of America downgrade and uncertainty over results and guidance; claims of an earnings leak or coordinated shorting remain speculation. The community is split between bearish concerns about rates, credit conditions and the companys outlook and hopes for a positive report or short squeeze.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

SOXX is under pressure as investors question whether heavy AI and data-center spending will generate adequate returns, weighing on semiconductor shares. Traders are split between viewing the decline as an AI-trade unwind and seeing it as a buying opportunity, with support levels and the chance of a rebound central to the debate.

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 stronger-than-expected Q3 results and raised full-year and Q4 outlook are driving attention, with traders highlighting growth in B2 cloud storage and demand tied to AI infrastructure. The reaction is broadly bullish, though some traders caution that the sharp earnings-driven move could give way to profit-taking and continued volatility.

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 planned all-stock acquisition of Lumentum is driving attention as shares sell off sharply, with traders focused on dilution, the deals size, and the long wait for closing. Many question whether Marvell is overpaying and see added execution risk, while others argue the combination strengthens its position in AI data-center optics and connectivity.

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 the discussion, with traders debating whether a Republican win could lift DJT or a Democratic gain would trigger a selloff. The stocks politically driven moves are also viewed skeptically by many, who describe rallies as speculative pumps and warn of further downside.

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 to finance its AI infrastructure buildout is driving the selloff, with traders worried about shareholder dilution, rising debt and whether the spending will pay off. Others argue the financing had been outlined in advance and view the reaction as an overreaction or a buying opportunity.

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 sharp selloff ahead of its quarterly report is driving discussion, with traders debating whether Intels weak outlook signals broader chip-market weakness or is specific to Intel. Many are wary that even a strong report may not lift the stock amid tech-sector pressure, while others focus on AMDs guidance and AI-related demand as potential positives.

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