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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 have triggered a sharp selloff, with traders focused on shareholder dilution, rising debt and whether the spending will generate returns. Some argue the financing was already disclosed and supports future growth, while skeptics see it as a sign of financial strain.

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 announced all-stock acquisition of Lumentum is the dominant topic, with traders concerned about shareholder dilution, the deals cost and long wait until closing. Some see the combination of Marvells connectivity chips and Lumentums optical technology as a strategic AI data-center opportunity, but the prevailing reaction is negative amid the share-price decline.

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 is the dominant focus, with investors debating its long closing timeline and fixed share exchange. Many LITE holders say the headline premium is not guaranteed because the deals value tracks Marvells share price, while others see strategic value in combining their AI-data-center connectivity businesses.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

A steep selloff is being tied to disappointing quarterly results and concerns about debt, dilution, and the slow ramp of AI/HPC revenue as Cipher shifts from bitcoin mining to data centers. Bulls point to contracted hyperscaler leases and operational progress, while skeptics question whether those commitments will translate into cash flow quickly enough.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

Axsomes quarterly results topped expectations with strong product growth and narrowing losses, yet the shares fell sharply as investors focused on the lack of quantified guidance, elevated expenses and uncertainty over when the company will reach cash-flow profitability. Traders are divided between calling the selloff an overreaction to a strong report and seeing it as a sign that growth and operating leverage remain uncertain.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

Marvells announced Lumentum acquisition has fueled debate over what optical-sector consolidation means for POET: some traders see it as validation of photonics demand and an opening for an independent supplier, while others worry about stronger competition or tighter component access. The discussion also reflects skepticism that POET can turn its technology and Foxconn-related visibility into scaled shipments, with traders looking to company updates for proof of execution.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluences repeated FY2026 guidance reduction, driven by Houston manufacturing delays that are holding up deliveries and backlog conversion, has intensified concerns about execution and management credibility. Some traders see the selloff and heavy short interest as a rebound opportunity, while skeptics argue that strong energy-storage demand cannot offset persistent operational and margin problems.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

Inovios FDA approval of a competing treatment for recurrent respiratory papillomatosis has raised concerns about pressure on Precigens PAPZIMEOS and driven a sharp selloff. Traders debate whether the rivals dosing protocol gives it an edge or whether PAPZIMEOS can retain an advantage through its commercial head start, payer access and full-approval status.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras shares are under pressure amid a Culper Research short report alleging that its wafer-scale processors may have short field lives and costly operating drawbacks; the claims are disputed and have not been established as fact. Traders are also focused on newly unlocked shares as potential selling supply, while bulls argue the report is conflicted and point to major cloud partnerships as a counterweight.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

Concern over DefenCaths commercial outlook is driving discussion, after DaVita projected lower reimbursement through 2027 and a Fresenius-backed retrospective study reported no significant difference in bloodstream-infection outcomes versus ClearGuard. Traders disagree over whether those signals point to weaker pricing and adoption or are being overread, noting that DaVitas estimates were preliminary and CMS set a Q1 2027 payment rate.

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DoorDashs agreed acquisition of Instacart is dominating discussion, with traders focused on the gap between the offer and CARTs trading price amid a lengthy closing timeline and regulatory uncertainty. Reactions range from welcoming the takeover to frustration that shares and options are not immediately reflecting the deal terms.

INTC, MSFT, META, DASH, VZ: Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week

Equity

Earnings updates, new AI investments, a major delivery company deal and rising competition in the telecom sector drove buzz over the week. 

CART Investors Have Opportunity to Join Maplebear Inc. Fraud Investigation with SBS Law

Schall, Brown & Schwartz LLP (SBS), a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors in Maplebear Inc. (Maplebear or the Company) (NASDAQ: CART) for potential breaches of fiduciary duty on the part of its directors and management...

SHAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Maplebear Inc. (NASDAQ: CART)

SHAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Maplebear Inc. (NASDAQ: CART) SHAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Maplebear Inc. (NASDAQ: CART)PR NewswireNEW YORK, Oct. 30, 2026 NEW YORK, Oct. 30, 2026 /PRNewswire/ -- Class Action...

DoorDash’s $17B Instacart Deal Draws Significant Street Attention – A Look At What Analysts Have To Say 

According to The Fly, Citizens downgraded CART to ‘Market Perform’ from ‘Outperform’ without a price target, saying it does not expect another bidder to outbid DoorDash.



Are ADT, CART, MFIC Obtaining Fair Deals for their Shareholders?

Are ADT, CART, MFIC Obtaining Fair Deals for their Shareholders? Are ADT, CART, MFIC Obtaining Fair Deals for their Shareholders?PR NewswireNEW YORK, Oct. 30, 2026 Insiders may stand to receive substantial financial benefits not available to ordinary shareholders. The proposed transactions may...

DoorDash CEO Says $17B Instacart Deal Will Make Grocery Delivery Faster And Cheaper; FTC Scrutiny Looms

DoorDash executives believe the company’s planned $17 billion Instacart acquisition could boost grocery delivery and expand advertising revenue. 

DASH Stock Rockets After DoorDash Announces $17B Instacart Acquisition, Reports Upbeat Q3

DoorDash will acquire Instacart for $65 per share, a 26% premium to its October 22 closing price, with at least 75% of the consideration in cash and up to 25% in DASH stock.

Maplebear (CART) Q3 Earnings Miss Estimates

Maplebear (CART) delivered earnings and revenue surprises of -6.25% and +2.06%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

CART Stock Alert: Halper Sadeh LLC is Investigating Whether Maplebear Inc. (d.b.a. Instacart) is Obtaining a Fair Price for its Shareholders

Halper Sadeh LLC, an investor rights law firm, is investigating the sale of Maplebear Inc. (d.b.a. Instacart, NASDAQ: CART) to DoorDash, Inc. Under the terms of the proposed transaction, Instacart shareholders will have the right to elect to receive, for each Instacart share: (i) $65.00 in cash...

Maplebear (CART) Reports Q3 Earnings: What Key Metrics Have to Say

The headline numbers for Maplebear (CART) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

• Reported GAAP EPS of $0.60 up 17.65% YoY
• Reported revenue of $1.09B up 16.61% YoY

Instacart reported lower GAAP gross margin and net income growth of 2%; it suspended financial guidance and disclosed merger approval, closing, and operating restrictions as risks during the transaction.

Instacart's GTV, orders, and total revenue grew year-over-year, advertising and other revenue grew 23%, and Instacart entered a cash-and-stock acquisition agreement valuing its equity at approximately $17B.

Maplebear, Inc. engages in the design and development of an online application that offers grocery delivery and pick-up services. The firm offers Instacart which enables users to connect with personal shoppers in the area who pick up and deliver groceries from local stores. The company was founded by Apoorva Mehta, Brandon Leonardo, and Max Mullen in 2012 and is headquartered in San Francisco, CA.

Maplebear Inc.

Bullish Sentiment

<ul class="summary-bullets"><li>Intel stock plunged 24% over he week after the chipmaker issued a weak Q4 forecast.&nbsp;</li><li>Meta plans to raise $97.5 billion to fund AI expansion, while Nvidia will invest $3 billion.</li><li>DoorDash agreed to acquire grocery delivery firm&nbsp; Instacart for about $17 billion.&nbsp;</li></ul><p>Technology stocks saw a busy week as Intel Corp. (INTC) shares plunged on a weak outlook, while Microsoft Corp. (MSFT) strong AI and cloud demand raised investor optimism. Meanwhile, Meta Platforms (META), Nvidia Corp. (NVDA), DoorDash Inc. (DASH) and Verizon Communications (VZ) announced major developments.&nbsp;</p><h2 class="st-heading-2">Supply Shortages And Weak PC Demand Weigh On Intel’s Outlook&nbsp;</h2><p><a href="https://stocktwits.com/symbol/INTC">Intel stock</a> crashed 24% after the chipmaker issued a disappointing fourth-quarter (Q4) outlook. Although Q3 revenue climbed 21% year-on-year to $16.5 billion and adjusted earnings of $0.52 per share exceeded expectations, the company warned that supply shortages and declining PC demand would weigh on upcoming results.</p><p>Intel CEO Lip-Bu Tan said the company needs to increase production to meet strong demand for its Xeon processors. Data center and AI revenue jumped 78% to $7.3 billion, while its Foundry division recorded a 58% increase to $6.7 billion. However, memory shortages and an unexpected shutdown at an Israeli facility disrupted operations.&nbsp;</p><p>Intel expects PC demand to remain under pressure through at least the first half of 2027. For Q4, it sees revenue of $15 billion to $16 billion and adjusted earnings of $0.25 per share. RBC Capital and Goldman Sachs also reduced their price targets on Intel following the weak outlook.&nbsp;</p><p>On Stocktwits, retail sentiment around the stock remained ‘extremely bullish’.&nbsp;</p><h2 class="st-heading-2">Microsoft Azure Growth Drives Cloud Revenue Higher&nbsp;</h2><p>Microsoft delivered a stronger fiscal Q1 2027 performance, with revenue up 19% to $92.3 billion and adjusted earnings of $4.89 per share.</p><p>Microsoft CEO Satya Nadella said strong demand for the company’s AI and cloud services drove growth. Microsoft Cloud revenue rose 30% to $63.9 billion, while Azure revenue grew 48%, beating analyst estimates. However, Microsoft increased quarterly spending by 30% to $45.2 billion to build its AI infrastructure. Revenue from its consumer and devices business fell 3%. The company expects Q2 revenue of $96 billion to $97.1 billion.&nbsp;</p><p>Baird analyst William Power raised Microsoft's price target to $600 from $500 while maintaining an ‘Outperform’ rating after the results and remains positive about faster growth in Azure and Microsoft 365. The new price target implies a 15% upside from the stock’s last close.&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> dipped 0.5% over the week, while retail sentiment around the stock slipped to ‘bullish’ from ‘extremely bullish’.&nbsp;</p><h2 class="st-heading-2">Meta Develops Humanoid Robot Prototype&nbsp;</h2><p>Meta Platforms moved closer to its consumer robotics ambitions after developing a humanoid prototype called Max with Chinese robotics manufacturer Fourier. According to The Information’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/meta-built-humanoid-prototype-chinese-startup-ramp-robotics-push">report</a>, the approximately 106-pound machine was developed in three months, and the companies have already started working on another version.</p><p>The project is part of Meta’s plan to use AI in everyday household tasks. The company sees humanoid robots as a way to bring its Muse AI assistant into the physical world. However, U.S. restrictions and possible new limits on Chinese robotics imports could make development more difficult.&nbsp;</p><p>Separately, Meta announced a $97.5 billion equity offering plan, including preferred and common stock sales, to support its AI infrastructure expansion and consumer AI products. Nvidia also strengthened its relationship with Meta through a $3 billion investment in the offering and an expanded AI partnership. The two companies plan to improve the training and performance of Meta's Muse platform through Nvidia's computing technology.&nbsp;<a href="https://stocktwits.com/symbol/META">Meta stock</a> dropped 4% over the week with sentiment remaining ‘bearish’.&nbsp;&nbsp;</p><h2 class="st-heading-2">DoorDash Acquires Instacart For $17 Billion&nbsp;</h2><p><a href="https://stocktwits.com/symbol/DASH">DoorDash stock</a> edged down 0.2% during the week after announcing an agreement to purchase grocery delivery platform Instacart (CART) for about $17 billion. The deal values Instacart at $65 per share, representing a 26% premium to its Oct. 22 closing price. At least 75% of the payment will consist of cash, while stock consideration will account for no more than 25%.</p><p>DoorDash CEO Tony Xu&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/door-dash-ceo-says-17-b-instacart-deal-will-make-grocery-delivery-faster-and-cheaper-ftc-scrutiny-looms/cZUhXunR9Rk">said</a> the combination could help neighborhood retailers compete with larger online businesses. The companies plan to combine DoorDash's delivery network with Instacart's grocery technology, retailer relationships and fulfillment capabilities. Retail sentiment around the stock remained ‘extremely bullish’.&nbsp;</p><h2 class="st-heading-2">Verizon Posts Strongest Wireless Subscriber Growth In Five Years&nbsp;</h2><p><a href="https://stocktwits.com/symbol/VZ">Verizon Communications stock</a> had a weekly gain of 0.2% despite reporting its strongest Q3 wireless subscriber additions in five years and increasing its 2026 earnings guidance. Adjusted earnings came in at $1.31 per share, beating the $1.27 analyst estimate, although revenue of $34.31 billion missed expectations.</p><p>The telecom operator added 406,000 postpaid phone customers during the quarter, more than eightfold higher than the previous year. It also generated $7.8 billion in free cash flow, up 12.1% year over year.&nbsp;</p><p>CEO Dan Schulman&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/verizon-ceo-says-space-x-needs-4-6-years-and-hundreds-of-billions-to-rival-it-musk-says-it-will-take-less-time/cZU3BACRBz5">addressed</a> the potential competitive threat from SpaceX (SPCX) and its Starlink ambitions. Schulman argued that building a nationwide mobile network would require investment, thousands of cell sites and several years of work. He estimated that such an undertaking could cost between $300 billion and $500 billion over seven to eight years.</p><p>Retail sentiment around the stock slipped to ‘bearish’ from ‘neutral’.&nbsp;</p><p>So far this year, INTC, MSFT, and VZ stocks have gained between 7% and 78%, while META and DASH stocks declined 6% and 20%, respectively.&nbsp;&nbsp;</p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/benjamin-cowen-warns-silver-60-crash-bitcoin-bottom-may-not-be-in-yet/cNGeYaXR92R">Benjamin Cowen Warns Silver’s 60% Crash May Be A ‘Warning Sign’ For BTC — And The Bottom May Not Be In Yet</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The Intel logo is displayed on a sign in front of Intel headquarters on January 22, 2026 in Santa Clara, California. (Photo by Justin Sullivan/Getty Images)

Technology stocks saw a busy week as Intel Corp. (INTC) shares plunged on a weak outlook, while Microsoft Corp. (MSFT) strong AI and cloud demand raised investor optimism. Meanwhile, Meta Platforms (META), Nvidia Corp. (NVDA), DoorDash Inc. (DASH) and Ver

Instacart

DoorDash Inc - Ordinary Shares - Class A

Intel Corp

Microsoft Corp

SpaceX

Verizon Communications Inc.

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Flat to up 3%

Flat to down 3%

Down more than 3%

What’s your expected total return for the S&amp;P 500 ($SPY) in November?

Stocktwits

What’s your expected total return for the S&P 500 (

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$0.66	--	--	N/A
Q3 '26	$0.63	$0.60	-4.82%	MISSED
Q2 '26	$0.54	$0.45	-17.00%	MISSED
Q1 '26	$0.57	$0.57	-0.26%	MISSED
Q4 '25	$0.51	$0.30	-40.89%	MISSED

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CART Earnings

Latest Earnings Results: Q3 '26

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