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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 came with raised full-year and Q4 guidance, with strong U.S. commercial AI growth drawing attention. Bulls celebrated the results, while skeptics argued that a premium valuation and weakness across AI stocks could still pressure shares, contributing to a volatile reaction.

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 fiscal Q4 earnings report, its first under new CEO John Ternus, is driving attention, with traders focused on holiday-quarter guidance, iPhone demand and rising memory costs effect on margins. Some hope a strong report could steady a battered tech market, while others see high expectations and valuation as leaving room for a selloff.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A tech- and AI-linked selloff is driving concern about the broader market, with traders debating whether worries over AI spending and valuations signal a deeper correction or a buying opportunity. Midterm-election uncertainty and upcoming Apple and Palantir results are adding to volatility, while bulls look for a rebound and bears expect further downside.

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 upcoming earnings and guidance dominate discussion as the stock has sold off sharply with semiconductor shares after Intels weak report. Traders are split on whether strong results could spark a rebound or whether valuation concerns and a cautious outlook would extend the decline.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a sharp Nasdaq and technology selloff, with traders focused on whether heavy AI spending can generate adequate returns or whether the AI trade is unwinding. Bearish calls and concern about further losses compete with dip-buying and expectations of a technical bounce; midterm uncertainty is adding to 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 all-stock agreement to acquire Lumentum has sparked a sharp selloff, with traders focused on shareholder dilution, the long wait for closing, and whether the deals price and execution risks are justified. Some see the combination as a strategic bet on optical connectivity for AI data centers, while others argue the deal undermines value for existing shareholders amid a broader tech selloff.

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 REGAL Phase 3 trial reached its prespecified 80th death event, triggering final analysis and anticipation of GPS topline results; the milestone was followed by a sharp selloff. Traders disagree over whether the decline reflects profit-taking and binary-trial risk or suspected manipulation or an information leak, with no results yet establishing the trials outcome.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention amid a sharp semiconductor and tech selloff, with traders debating whether concerns about AI spending and a broader risk-off move point to a deeper correction; claims of forced liquidations remain speculation. Dip buyers are looking for a rebound, while bears warn that the funds 3x leverage can magnify losses and decay.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum has triggered a sharp selloff, as Lumentum holders focus on the fixed share exchange, exposure to Marvells falling stock and the long path to closing. Traders debate whether the deals dilution and timing make it unfavorable for shareholders or whether the strategic fit in AI optical connectivity supports the combination over the longer term.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

A sharp semiconductor-sector pullback, amid worries that heavy AI infrastructure spending may not deliver returns quickly enough and weak guidance from major chipmakers, is driving attention to SOXX. Traders are split between calling the decline an AI-bubble unwind with more downside ahead and treating it as an oversold correction and buying opportunity, with many watching key technical support levels.

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Jensen Huang Calls OpenAI ‘One Of The Most Consequential Companies In History’ – Says It Can 'Use Whatever Part' Of OpenShell It Wants

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In an interview with CNBC, the Nvidia CEO said OpenAI’s leadership team, including Sam Altman, Greg Brockman, Sarah Friar and Nick Turley, “do a terrific job running the company.”


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<ul class="summary-bullets"><li>Huang said Nvidia views AI development and AI safety as complementary efforts rather than competing priorities.</li><li>He described himself as “a responsible optimist” and said companies need to develop AI “safely” and “responsibly” while complying with existing laws.</li><li>The Nvidia CEO also warned against “regulatory capture” and said policymakers should avoid rules that could “suffocate the industry” while AI is still developing.</li></ul>Nvidia (NVDA) CEO Jensen Huang called OpenAI “one of the most consequential companies in history” Monday, defending the AI startup’s importance to Nvidia while leaving the door open for it to use any part of Nvidia’s newly launched OpenShell safety platform.“The thing that I have to decide in the case of OpenAI [is]: is OpenAI a great investment? And the answer, absolutely,” Huang said in a CNBC interview. “This is one of the most consequential companies in history.”Huang also praised OpenAI’s leadership, saying Sam Altman, Greg Brockman, Sarah Friar and Nick Turley “do a terrific job running the company,” adding that they are “incredible researchers” and that it is “a real privilege to work with them.”<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> rose as much as 3.5% in morning trade and was among the top trending tickers on Stocktwits at the time of writing, while retail sentiment trended in ‘bearish’ territory over the past day. Before markets opened, Nvidia <a href="https://stocktwits.com/news-articles/markets/equity/nvda-stock-climbs-after-nvidia-approves-largest-buyback-increase-in-company-history/cZMSMQxRBQ1">announced</a> its board had authorized a $150 billion increase to its share repurchase program, bringing the remaining authorization to $235 billion.<figure class="image"><img src="https://news.stocktwits-cdn.com/edited_95acb2e8_c96a_486c_ad35_4a3b266a872918274982093036346943_302be633ae.jpg" alt="edited_95acb2e8-c96a-486c-ad35-4a3b266a872918274982093036346943.jpg" width="960" height="1552"><figcaption>NVDA stock retail sentiment on September 28 as of 9:45 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Huang Leaves OpenAI Door Open On OpenShell</h2>The Nvidia CEO’s comments come after OpenAI was notably absent from the roughly 100 companies supporting&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-launches-open-agent-safety-platform-with-microsoft-anthropic-palantir-on-board/cZMSrgyRBQJ">Open Agent Safety Platform</a>, an open-source system Nvidia designed to contain and monitor AI agents. Asked whether that meant OpenAI was not cooperating, Huang said the platform was open to the company.“However they would like to participate is going to be super welcome,” Huang said. “They could look at the code. They could use whatever part of it they would like. They could build their own inspired by this, or they could use it.”<h2 class="st-heading-2">Jensen Huang Says AI Safety Should Not Slow Development</h2>Huang positioned OpenShell as part of a broader effort to make increasingly autonomous AI systems safer to deploy. He has argued that AI advancement and safety should not be treated as competing goals.“Accelerating AI and accelerating AI safety is the same idea,” he said, arguing that improvements in capability have also made AI more predictable, grounded and useful.He also warned against “regulatory capture,” saying policymakers should avoid rules that could “suffocate the industry” while AI is still developing.“I’m a responsible optimist,” Huang said, adding that companies must build the technology “safely” and “responsibly” while complying with existing laws and regulations.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-stock-climbs-after-nvidia-approves-largest-buyback-increase-in-company-history/cZMSMQxRBQ1">NVDA Stock Climbs After Nvidia Approves ‘Largest Buyback Increase’ In Company History</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In an interview with CNBC, the Nvidia CEO said OpenAI’s leadership team, including Sam Altman, Greg Brockman, Sarah Friar and Nick Turley, “do a terrific job running the company.”

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Current Price	$32.27
Prev Close	$32.22
Open	$32.58
Dividend Yield	N/A
50-Day Moving Average	$34.88
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Avg. Volume	622,774.74
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52-Week High	$41.71
52-Week Low	$31.88
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