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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, raised outlook and accelerating commercial AI business are drawing attention, but shares are sliding despite the beat. Traders are split between bullish views on demand and growth and concerns that a high valuation and broader weakness in AI stocks have already priced in the good news.

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 estimates, but shares came under pressure as traders focused on softer holiday-quarter margin guidance amid rising memory costs, alongside weaker iPad, wearables and China results. The reaction is split between concerns that slower growth and margin pressure dont justify the valuation and bulls pointing to strong iPhone demand and record revenue.

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

AMD is caught in a broad semiconductor selloff, with Intels weak outlook fueling concern about chip demand ahead of AMDs earnings report. Traders are split on whether AI and data-center demand and upbeat guidance can set AMD apart or whether sector and valuation worries will keep weighing on the shares.

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 sparked a sharp selloff, with traders focused on shareholder dilution, rising debt, and uncertainty over whether AI spending will generate adequate returns. Some view the financing as previously disclosed and a final step in the investment plan, while others see it as a warning about Oracles balance sheet and continue to sell or wait for a clearer payoff.

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 proposed all-stock acquisition of Lumentum has driven a sharp selloff, with traders focused on dilution, the purchase price, execution risks and the long wait for closing; some investors argue the deal could strengthen Marvells position in AI data-center optics over the longer term. Both bearish concerns and bullish strategic views are prominent, but the immediate reaction is largely negative.

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.

DJT is being treated as a proxy for Trump and Republican fortunes around the midterm elections, with traders split over whether a Republican showing could support shares or Democratic gains could deepen selling. Some also view recent rebounds as short-lived pump-and-dump moves, while Iran-war and peace-talk speculation adds to market uncertainty.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims potential peptide business is driving attention after a temporary policy shift opened a path for compounding pharmacies to produce six peptides while regulators review them. Traders see a possible new growth opportunity, but many are frustrated by the muted, volatile share reaction and question how quickly the products can translate into revenue; some also attribute the selloff to broader pressure on growth stocks.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,105,365. The last known price of Bitcoin is 76,984.56645577 USD and is down -1.38 over the last 24 hours. It is currently trading on 12773 active market(s) with $23,404,967,729.76 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins pullback toward key support is driving debate, with traders citing weak buying and reported crypto-exchange security incidents as reasons for caution. Bears expect further declines, while bulls see a buying opportunity and argue the price is holding up; election-related market impact is also a source of speculation.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

ON Semiconductor Corp.

ONs quarterly results and outlook are drawing attention: despite a profit beat and stronger-than-expected guidance, shares fell as traders weighed the Synaptics and Ferric deals against capital flexibility and broader semiconductor weakness. Bulls point to growing AI data-center demand, while skeptics see a sell-the-news reaction and question the cost and execution risks of the acquisitions.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys upcoming earnings report is driving attention, with traders focused on growth and the outlook while options activity shows notable put positioning. The community is split between optimism about a possible post-earnings move and caution over tech weakness and downside risk.

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Celesticas strong Q3 results and ambitious 2027 revenue outlook are being weighed against a sharp selloff in AI and tech shares, leaving the stock volatile despite the earnings beat. Bulls point to sustained data-center demand, while skeptics focus on lower free-cash-flow guidance, scaling costs, and customer concentration.

Is FLEX a Buy Now as AI Growth Collides With Higher Spending Risks?

Flex's surging AI infrastructure growth and improving margins face rising debt, heavy capital spending and valuation concerns. Is now the right time to buy?


Can FLEX's EPC Power Deal Deepen Its AI Data Center Growth Advantage?

FLEX's EPC Power acquisition strengthens its AI data center capabilities and Axiom platform, but rising debt, heavy investments and integration risks pose challenges.

FLEX Jumps 13% in One Week as AI Growth Tests Rally Staying Power

FLEX shares surged 13% in a week as AI infrastructure growth, expanding margins and higher earnings guidance fueled gains, but rising costs pose risks.

Is It Worth Investing in Celestica (CLS) Based on Wall Street's Bullish Views?

The average brokerage recommendation (ABR) for Celestica (CLS) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Here is What to Know Beyond Why Celestica, Inc. (CLS) is a Trending Stock

Zacks.com users have recently been watching Celestica (CLS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Is CLS a Buy Now as AI Growth Collides With Premium Valuation Risks?

Celestica's AI-driven growth and rising earnings support its outlook, but a valuation premium, higher capital spending and cash flow pressures raise the stakes.

CLS Falls 14.4% in a Week as AI Growth Meets Rising Execution Risks

Celestica shares fell 14.4% despite strong Q3 earnings and AI-driven growth, as rising capital spending, cash flow pressures and customer concentration pose risks

CLS Raises 2026 Outlook as AI Demand Powers an Aggressive 2027 Ramp

Celestica raises its 2026 guidance and targets $40B in 2027 revenues as AI demand surges, but rising capital spending and cash flow pressures pose challenges.

Here is Why Growth Investors Should Buy Celestica (CLS) Now 

Celestica (CLS) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Why Celestica Stock Jumped Today

Key PointsCelestica's sales are soaring...

Celestica anticipates capital spending for 2026 to be approximately $1B and expects capital spending for 2027 to be between $1.5B and $2B; it expects a net use of cash in 2027.

Celestica reported lower gross margin with unfavorable TRS adjustments and CCS mix dynamics, disclosed significant customer concentration, and identified uncertainty around AI and data-center deployment.

Celestica reported higher CCS and HPS revenue from hyperscaler program ramps, increased CCS and ATS segment margins, and invested in capital expenditures supporting CCS revenue growth and manufacturing expansion.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Nasdaq, S&P 500 Futures Gain Premarket While Oil Rebounds: CLS, NVDA, SKHY, CRWV, SOFI In Focus

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>U.S. stock futures were up in premarket trading ahead of corporate earnings and the Federal Reserve’s two-day policy meeting, following Monday’s Wall Street gains.</li><li>Oil reversed early losses, with Brent crude futures rising above $116 a barrel and WTI crude futures topping $102 amid shifting U.S.-Iran peace hopes.</li><li>SoFi and PayPal shares fell ahead of their results, while Broadcom and Uber stocks edged higher.</li></ul>&nbsp;U.S. stock futures rose early on Tuesday after Wall Street closed higher in the previous session, lifted by artificial-intelligence optimism following Anthropic’s filing for an initial public offering (IPO).As of 5.30 a.m. ET, Nasdaq 100 futures were up 0.11%, while Dow futures rose 0.18% and S&amp;P 500 futures were up 0.1%.Earlier&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/s-and-p-500-nasdaq-dow-begin-week-higher-as-anthropic-ipo-filing-rekindles-ai-enthusiasm-msft-aapl-cart-vz-in-focus/cZU3LuaRBz7">on Monday</a>, the S&amp;P 500 ended 0.7% higher, while the Nasdaq 100 gained 1.1%. The Dow Jones Industrial Average added 0.3%, and the Russell 2000, which tracks small-cap stocks, advanced 0.4%.Investors are now turning their attention to a fresh batch of corporate earnings and the start of the Federal Reserve’s two-day policy meeting.&nbsp;<h2 class="st-heading-2">Oil Prices Rebound After Early Losses</h2>Oil prices initially fell on Tuesday as renewed diplomatic efforts to end the U.S.-Iran war raised hopes of easing tensions across the wider region, where the conflict has also involved Tehran-backed Houthis supporting Saudi Arabia.However, prices later pared their losses and moved into positive territory. By around 5.30 a.m. ET, Brent crude futures had risen 0.47% to $116.36 a barrel, while WTI crude futures gained 0.51% to $102.27 a barrel.<h2 class="st-heading-2">The Tech Radar</h2>Nvidia (NVDA):&nbsp;The company announced a $3 billion investment in Meta Platforms’ (META) equity offering and a partnership to improve Meta’s Muse AI agentic platform. Meta announced a $97.5 billion equity offering on Monday. Later in the day, it said it had sold $12.5 billion in preferred shares at $50 apiece and $25 billion in common stock at $625 per share. META shares traded 0.15% higher in early premarket trading.SK Hynix (SKHY): South Korean newspaper Dong-A Ilbo reported that the memory chipmaker was considering a special dividend of around 16 trillion won ($12 billion). The report came ahead of the company’s third-quarter earnings announcement on Wednesday.Celestica (CLS): Shares of the company jumped nearly 17% in early premarket trading on Tuesday after the data center infrastructure firm posted better-than-expected third-quarter results and signaled strong demand for AI-related infrastructure. Revenue soared 83% year on year to $5.83 billion, beating analyst estimates of $5.47 billion. Adjusted earnings per share more than doubled to $3.30, ahead of the $2.96 consensus forecastCoreWeave (CRWV): Shares were up 1.3% in premarket trading on Tuesday, recovering from a sharp sell-off the previous session. The stock hit a 52-week low on Monday as concerns over the neocloud sector mounted. Pressure intensified after Elon Musk said SpaceX would not acquire neocloud companies, calling such a move “pointless.” CoreWeave shares subsequently rebounded, finishing the session nearly 2% higher.<h2 class="st-heading-2">Trending Stocks</h2>SoFi Technologies (SOFI): Shares fell 0.21% in premarket trading ahead of the fintech company’s third-quarter results, due before the market opens on Tuesday. Analysts&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sofi-vs-pypl-which-fintech-stock-looks-better-ahead-of-q3-earnings/cZUIqAdRBzO">expect</a> revenue of $1.26 billion, up 32% from $949.63 million in the same quarter last year, according to Fiscal.ai. Earnings per share are expected to rise to $0.17 from $0.11 a year earlier.Broadcom (AVGO): Shares rose 1.35% in early premarket trading. Broadcom and a consortium of major Wall Street financial institutions announced a $63 billion financing arrangement on Monday to supply hardware to AI startup Anthropic. The consortium includes Bank of America (BAC), Blackstone (BX), Citigroup (C) and Morgan Stanley (MS). The funding will support the acquisition of hardware needed to train and run next-generation AI models.PayPal Holdings Inc. (PYPL):&nbsp;The stock was down 0.38% in early premarket trading ahead of the payments company’s first-quarter results, due before the bell. Analysts&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sofi-vs-pypl-which-fintech-stock-looks-better-ahead-of-q3-earnings/cZUIqAdRBzO">expect</a> revenue of $8.71 billion, up from $8.42 billion in the comparable quarter last year, according to Fiscal.ai. Earnings per share are forecast at $1.31, down from $1.34 a year earlier.Uber Technologies (UBER): Shares were up 0.12% in premarket trading on Tuesday. Early Uber investor Jason Calacanis disclosed $1 million purchases in both Uber and Tesla, with his price targets implying around 85% upside for the ride-hailing company, compared with 40% for Tesla from their respective entry prices.Other tickers trending on Stocktwits at the time of writing included Baidu Inc (BIDU), Celestica Inc. (CLS) and Trump Media &amp; Technology Group Corp. (DJT).&nbsp;<h2 class="st-heading-2">What Else To Watch On Tuesday</h2>Investors will track a fresh batch of third-quarter earnings, with Boeing (BA), PayPal Holdings (PYPL), SoFi Technologies (SOFI) and Coca-Cola (KO) scheduled to report before the opening bell. Robinhood (HOOD) and Visa (V) are among the companies due to report after the market closes.The Federal Reserve will also begin its latest two-day policy meeting. While the central bank is widely expected to leave interest rates unchanged, investors will look for clues about its next move and whether another rate hike remains possible before the end of the year.<h2 class="st-heading-2">SPY, QQQ, DIA: Retail Sentiment</h2>Retail sentiment on Stocktwits remained weak across major index-tracking ETFs. Sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, which tracks the S&amp;P 500, remained ‘bearish’ over the past 24 hours. The&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq 100, continued to see ‘extremely bearish’ sentiment, unchanged over the same period. Meanwhile, sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> also remained ‘bearish.’Also read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-anthropic-ipo-filing-ai-bear-case-financial-risks-beyond-tech/cZUIx7dRBzZ">Michael Burry Says Anthropic’s IPO Filing Changes Nothing About His AI Bear Case — Flags Financial Risks Beyond The Tech</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq logo sign is seen in New York City, United States, on August 7, 2026. (Photo by Marcin Golba/NurPhoto via Getty Images)

Investors are preparing for a busy trading session, with a fresh batch of corporate earnings and the start of the Federal Reserve’s two-day policy meeting.

Nasdaq, S&P 500 Futures Gain Premarket While Oil Rebounds: CLS, NVDA, SK Hynix, CRWV, SOFI In Focus

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

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

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$3.52	--	--	N/A
Q3 '26	$2.97	$3.30	11.14%	BEAT
Q2 '26	$2.30	$2.54	10.20%	BEAT
Q1 '26	$2.08	$2.16	3.93%	BEAT
Q4 '25	$1.76	$1.89	7.44%	BEAT

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