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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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Broadcom is caught in a semiconductor selloff as traders question whether hyperscalers heavy AI spending will generate adequate returns, with concern amplified by the companys reliance on a small group of large buyers. The community is split: bears flag customer concentration and financing exposure, while bulls point to continued AI investment and Anthropic-related commitments as evidence of demand.

S&P 500, Nasdaq Drop As Capex Concerns Grip Tech Investors, Outweighing US-Iran Diplomacy Hope —  ORCL, META, PLTR, AAPL In Focus

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The U.S. midterm elections will be held on Tuesday.


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Marvell and Lumentum stocks dropped premarket on buyout rumors as Marvell aims to secure critical AI laser fabs and tackle the shift toward co-packaged optics.read more...

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Bearish Sentiment

<ul class="summary-bullets"><li>The S&amp;P 500 ended Monday 0.5% lower, the Nasdaq 100 fell 1.4%, and the Dow Jones Industrial Average added 0.4%.</li><li>Anthropic disclosed a twelve-fold increase in revenue for the September quarter in a new filing.&nbsp;</li><li>Oracle and Meta highlighted plans for additional fundraising for capex.&nbsp;</li></ul><p>The S&amp;P 500 and Nasdaq ended lower on Monday, after investors moved out of the tech and AI play amid capex and valuation anxiety, while traders prepare for the midterm election.</p><p>The S&amp;P 500 ended Monday 0.5% lower, the Nasdaq 100 fell 1.4%, and the Dow Jones Industrial Average added 0.4%. The Russell 2000, which tracks small-cap stocks, dropped 0.2%.&nbsp;</p><p>The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) fell 0.5%, and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) added 0.4%. Meanwhile, the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) ended 1.4% lower on Monday.&nbsp;&nbsp;</p><p>Meanwhile, the VanEck Semiconductor ETF (<a href="https://stocktwits.com/symbol/SMH">SMH</a>) and the iShares Semiconductor ETF&nbsp;dropped between 2.7% and 3.7% each on Monday amid weakness in Nvidia (NVDA), AMD, Micron Tech (MU) and Broadcom (AVGO). The broader Vanguard Information Technology ETF (VGT) fell 4%.</p><p>Retail sentiment on Stocktwits for SPY improved to ‘bullish’ from ‘neutral’, while it remained in ‘bearish’ territory for DIA and QQQ.</p><h2 class="st-heading-2">US Market Drivers</h2><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>0.4%</td><td>51,983.98&nbsp;</td></tr><tr><td>S&amp;P 500</td><td>-0.5%</td><td>7,541.40&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</td></tr><tr><td>Nasdaq 100</td><td>-1.4%</td><td>27,989.82&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</td></tr></tbody></table></figure></div><p>Crude prices dropped following optimism regarding potential U.S.-Iran diplomatic discussions. Secretary of State Marco Rubio noted over the weekend that President Donald Trump has yet to decide on military action against Tehran, emphasizing a preference for a peaceful resolution. Concurrently, Iranian state outlets cited their foreign minister stating a deal remains achievable provided Washington shows goodwill.</p><p>Brent crude tumbled 7.63% to close at $104.77 per barrel. U.S. West Texas Intermediate futures</p><p>also pulled back 7.36% to settle at $96.46 per barrel.&nbsp;</p><p>“It’s going to be an extremely interesting week in the markets,” Matt Maley at Miller Tabak told Bloomberg. “We’ll have political issues to decipher as well as geopolitical ones.”</p><p>Meanwhile, mounting skepticism surrounding artificial intelligence capex returns is weighing on tech stocks, with hyperscalers increasing their debt burdens to fund the rapid pace of the AI buildout.&nbsp;</p><p>Oracle (ORCL) and Meta Platforms (META), both firms, were in the news during the session for fundraising. Oracle (ORCL) is offering $10 billion in debt alongside an equivalent stock sale on Monday, whereas Meta Platforms (META)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-is-reportedly-looking-to-tap-cross-border-dollar-euro-bond-market-in-capex-push/cNGaEGyR9PY">is considering</a> raising $20 billion through a multi-currency bond issuance.</p><h2 class="st-heading-2">Key Trending Stocks</h2><p>Palantir Technologies Inc. (PLTR) reported third-quarter earnings that comfortably beat consensus expectations; however, concerns around stock valuations dented investor sentiment.&nbsp;</p><p>Apple (AAPL)&nbsp; reported fourth-quarter revenue that outpaced average analyst forecasts; however, its Q1 outlook failed to impress investors.&nbsp;&nbsp;</p><p>CrowdStrike Holdings Inc.(CRWD) share price is set to gain further even after doubling its value so far this year, Deutsche Bank said on Monday, amid a surge in cybersecurity demand.&nbsp;&nbsp;</p><p>Shares of AST SpaceMobile (ASTS) dived 11% on Monday on competition concerns following reports that SpaceX is in talks with EchoStar about buying Boost Mobile to gain access to its network.&nbsp;</p><p>Gary Black, Managing Partner at The Future Fund, on Monday urged Tesla (TSLA) investors to moderate their enthusiasm for a potential merger with SpaceX (SPCX), citing the market reaction to Marvell Technology’s recently announced acquisition of Lumentum Holdings as an example.&nbsp;</p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</p>

A trader works on the floor of the New York Stock Exchange (NYSE) at the opening bell in New York on March 24, 2026. European and US stocks resumed sliding and oil prices jumped on Tuesday as traders turned cautious over the prospect of a negotiated agreement between the United States and Iran to end the Middle East war. (Photo by ANGELA WEISS / AFP via Getty Images)

The S&P 500 and Nasdaq ended lower on Monday, after investors moved out of the tech and AI play amid capex and valuation anxiety, while traders prepare for the midterm election.

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