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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 Q3 earnings beat expectations and raised outlook, with rapid U.S. commercial growth surpassing government revenue for the first time. The shares fell despite the strong results, as traders debated whether lofty valuation and expectations leave room for further gains amid weakness in AI and technology stocks; bulls pointed to continued commercial adoption.

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 expectations, but shares came under pressure after its holiday-quarter margin outlook highlighted rising memory costs; traders also pointed to weaker China, iPad and wearables results and slowing growth. Bulls cite strong iPhone demand and a solid quarter, while bears argue the outlook and valuation leave little room for disappointment.

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 under pressure ahead of its quarterly earnings report, with traders pointing to a recent Bank of America downgrade and unusually heavy selling as sources of concern. The discussion is split between fears of weak results or guidance amid high rates and credit risks, and hopes that a strong report could prompt a rebound or short squeeze.

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.

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.

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.

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 Q3 earnings and forward guidance are in focus after a sharp semiconductor selloff, with Intels weak outlook fueling concern about broader chip demand. Traders are divided between fears that high expectations and a weak guide could deepen the decline and hopes that strong AI and data-center results will counter the sectors pessimism.

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 all-stock acquisition of Lumentum has driven a sharp selloff, with traders focused on shareholder dilution, the perceived price paid, and the long wait for the deal to close. Some see the combination of Marvells chips and networking with Lumentums optical technology as a long-term AI infrastructure opportunity, but near-term skepticism dominates.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

A report that nonprofit Usona may have filed an FDA application for psilocybin in major depressive disorder has stirred competition fears around Compass Pathways COMP360 program for treatment-resistant depression and contributed to a sharp selloff. Traders debate whether Usona could pressure COMP360s market position, pricing and reimbursement, while others stress the different indications and question whether the reported filing is confirmed; many are also looking to management for clarity on Compasss NDA timeline.

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

Sanofis European Phase 3 flu-COVID combination trial triggered a milestone payment to Novavax, while the community focuses on whether the partnership can translate into meaningful vaccine sales and recurring royalties. Bulls see the deal and the Matrix-M licensing model as support for the business, while skeptics point to weak commercial uptake, a muted share-price response, and uncertainty ahead of Q3 results.

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Phillip Securities Says Amazon’s ‘Strong Demand Visibility’ Supports Aggressive Capex

Amazons post-earnings rebound is drawing attention after the initial selloff over heavy AI spending and cash-flow concerns. Traders are split between viewing the drop as an overreaction given accelerating AWS growth and demand, and questioning when the investment will generate returns.

The move appears tied to a rebound after Amazons Q3 results, as traders focused on AWS growth and demand visibility despite concerns about capex and free cash flow. Phillip Securities upgraded Amazon to Buy, citing that demand visibility and raising its fiscal 2027 revenue and adjusted net income estimates.

Amazon's Report Passed Both Tests I Set for It. I'd Buy More of the Stock Now.

Key PointsAmazon Web Services revenue climbed 39% in the third quarter, the sixth straight quarter its growth rate rose...

Stock Market Today, Nov. 2: Amazon Rallies on Phillip Securities Buy Upgrade and $330 Target

Amazon.com (NASDAQ:AMZN), a global e-commerce, cloud infrastructure, and digital advertising platform, closed at $245.63, up 2.20%. Phillip Securities upgraded the stock to "buy" and raised its price target, while investors are watching demand for AWS (Amazon Web Services) and AI...

Is Amazon Stock a Buy as Cloud Revenue Continues to Surge?

Key PointsAmazon continues to see strong cloud computing growth with a goal to reach $1 trillion in AWS revenue...

Anthropic IPO, AI Trade and Prediction Markets

We discuss Anthropic???s IPO, AI valuations, and the rise of prediction markets.

Why Free Cash Flow Matters More Than Ever: 5 Tech Stocks to Watch

Free cash flow (FCF) is becoming one of the most important metrics for evaluating technology stocks heading into 2027.

Meta Is Reportedly Looking To Tap Cross-Border Dollar, Euro Bond Market In Capex Push 

Equity

Meta Platforms has initiated investor calls for a multi-tranche, cross-border bond offering spanning US dollars and euros, Bloomberg reported.

Amazon's $2 Billion Data Center Faces Election Day Threat as Voters Weigh 41 AI Infrastructure Measures

Amazon's planned $2 billion Ohio data center faces a local vote as communities push back against AI infrastructure expansion.read more...

ETFs to Watch as Amazon Shares Slip Following Q3 Earnings Miss

Amazon's Q3 earnings miss and rising free cash outflow weigh on shares, but strong AWS growth makes these four ETFs worth watching for diversified exposure.

BetterInvesting Magazine Update on Amazon.com and UnitedHealth Group

BetterInvesting Magazine Update on Amazon.com and UnitedHealth Group BetterInvesting Magazine Update on Amazon.com and UnitedHealth GroupPR NewswireTROY, Mich., Nov. 2, 2026 TROY, Mich., Nov. 2, 2026 /PRNewswire/ -- The Editorial Advisory and Securities Review Committee of BetterInvesting Magazine...

Dow Rises 1%, Oil Sinks 7% on Iran Peace Hopes: Stock Market Today

Oil tumbles on renewed U.S.-Iran diplomacy, pulling Treasury yields lower and lifting the Dow, airlines and Amazon while energy stocks lag.read more...

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>Meta is testing investor appetite for a major debt issuance split across US dollar and euro tranches, marking its first euro-denominated bond debut.</li><li>The prospective cross-border borrowing follows an aggressive wave of fundraising by major tech companies, including massive equity offerings and high-grade debt issuances.</li><li>Growing market skepticism over AI spending payoffs has pushed up borrowing costs.</li></ul>Meta Platforms Inc.(META) is preparing a cross-border investment-grade bond offering and has enlisted Citigroup Inc. and Morgan Stanley to host investor calls to gauge market interest, Bloomberg reported.Under the proposed structure, Meta could issue US dollar-denominated bonds split into five parts alongside euro-denominated notes spanning six tranches. The dollar-denominated segment is slated to feature maturities ranging from five to 30 years, whereas the euro-denominated tranche will range from just over four years to slightly more than 38 years.This initiative marks Meta's debut bond offering in euros and its first major debt transaction in six months, following a path set by industry peers like Alphabet Inc. (GOOGL, GOOG) and Amazon.com Inc. (AMZN) in diversifying funding sources across currencies.<h2 class="st-heading-2">Hyperscalers’ Debt Dependence</h2>Meta's move highlights a broader industry trend where major technology hyperscalers flood debt and equity markets to accumulate the massive capital required for next-generation technology. Over the past year, tech giants have borrowed hundreds of billions of dollars to construct energy-intensive data centers and purchase advanced AI chips.The ever-increasing capital expenditure cycle has sparked rising skepticism among investors regarding when and how these massive investments will yield profitable returns. For instance, Oracle (ORCL) stock dipped about 7% on Monday after the company<a href="https://stocktwits.com/news-articles/markets/equity/orcl-stock-slides-after-company-announces-20-b-fundraising-plan/cNG9C68R9P9"> said it plans&nbsp;</a>to raise $20 billion by selling $10 billion in senior notes and $10 billion in common stock.&nbsp;Beyond traditional bond sales, Meta is executing one of the largest equity financing maneuvers in corporate history to back its ambitious AI roadmap. The firm recently priced $25 billion in common stock, secured $12.5 billion via preferred shares, and laid out an at-the-market share sale program targeting up to $60 billion in periodic open-market equity sales.<h2 class="st-heading-2"><a class="mention" data-mention="$META" data-symbol-id="META" href="https://stocktwits.com/symbol/META" target="_blank">META Stock</a>: Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘bearish’ with ‘normal’ message volumes.META stock has lost about 7% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Mark Zuckerberg, CEO of Meta, is seen in the U.S. Capitol after a meeting on Thursday, March 26, 2026. (Tom Williams/CQ-Roll Call, Inc via Getty Images)

Meta Platforms Inc.(META) is preparing a cross-border investment-grade bond offering and has enlisted Citigroup Inc. and Morgan Stanley to host investor calls to gauge market interest, Bloomberg reported.

Meta Is Reportedly Looking To Tap Cross-Border Dollar, Euro Bond Market In Capex Push

Amazon.com Inc

Alphabet Inc - Ordinary Shares - Class C

Alphabet Inc Class A

Oracle Corp.

Buying / putting cash to work

Selling / trimming positions

Doing nothing / waiting for the signing

The US-Iran MOU to end the war and reopen The Strait of Hormuz is set for a Friday signing and markets are popping on the headline. Are you deploying cash here, taking profits into strength, or waiting until we see ink on paper?

With the U.S. and Iran announcing a preliminary deal, what&#39;s your move today?

Stocktwits

With the U.S. and Iran announcing a preliminary deal, what's your move today?

Stocktwits Polls

Investors are weighing the massive multibillion-dollar investments in AI infrastructure against the reality of short-term free cash flow pressure.

Market sentiment remains divided as the stock shows significant recovery from post-earnings dips, leaving traders debating if it is a genuine rebound or a bull trap.

Speculation surrounding potential IPO impacts and deep stake holdings is driving long-term interest in AI growth potential.

Technical traders are closely watching key pivot points, particularly near the 250-255 area, to determine the next major trend move.

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