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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas quarterly results are driving attention: revenue and advertising growth, upbeat revenue guidance, and interest in its Muse AI product drew buyers, while an earnings miss tied to a legal charge and sharply higher AI spending have fueled concern about negative free cash flow and the planned non-voting share class. Traders are split between viewing the results as evidence of a resilient ad business and seeing the spending and financing plans as risks; the initial after-hours rally also faded.

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

SPY discussion centers on a sharp after-hours pullback as traders weigh Meta and Tesla earnings against concerns about AI spending and whether results justify elevated tech valuations; renewed Iran-strike reports and rising oil concerns are another cited headwind. Bears warn of further downside, while bulls argue the selloff may reverse and look for support to hold.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor rebound after a steep selloff has traders debating whether the move marks an oversold recovery or a bull trap, with AI spending and upcoming chip-company earnings central to the outlook. LRCXs results drew attention as supply constraints and an expected decline in China revenue tempered its strong earnings, while SOXLs 3x leverage magnifies the sectors volatility.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is under pressure amid a broader Chinese tech selloff, with traders pointing to weakness in Hong Kongs Hang Seng Tech Index and concerns about Chinas market outlook rather than a clear company-specific catalyst. The community is split between calling the decline a value opportunity and warning that persistent sector weakness could keep shares under pressure.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A sharp reversal in QQQ after Meta and Tesla earnings has put the AI trade and heavy technology spending under scrutiny, even as traders point to strong results in some areas. The community is split between expecting dip-buying to support a rebound and warning that muted reactions to earnings reflect concern about whether AI investment will pay off.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Researchs strong quarterly results were overshadowed by an outlook that failed to clear high expectations, with traders focused on supply constraints delaying shipments and an expected decline in China revenue. Bulls see a timing bottleneck amid solid semiconductor demand, while skeptics cite disappointing guidance and broader weakness in chip stocks.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias AI-RAN push is drawing attention after its Nvidia and T-Mobile collaboration completed a call on a live commercial network, alongside a separate Supermicro partnership. Traders see potential in AI infrastructure and optical-network demand but debate whether the deals and orders will translate into revenue, with Q3 results and guidance viewed as a key test.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Renewed attention to AI data-center power demand is supporting Bloom Energy, with traders pointing to comments that electricity and infrastructure are bottlenecks for AI expansion. The conversation is also focused on upcoming quarterly results: bulls expect strong growth, while others warn that high expectations and valuation could leave the stock vulnerable to a sell-the-news reaction.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

A report that the Navy halted additional purchases of AEVEXs GARC drone boats, citing performance concerns, drove the sharp selloff. AEVEX disputes that orders were halted and says it completed its contracted deliveries, leaving traders divided over the companys credibility and maritime revenue outlook, with some also citing IPO-related share-supply concerns.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas quarterly report and earnings call are driving a volatile post-earnings reaction: traders are weighing an adjusted-earnings beat and stronger-than-feared cash generation against weak growth and profit trends, lower capital-spending guidance, and a slower Optimus ramp. Some view the selloff as an overreaction and focus on AI, autonomy, and the potential SpaceX tie-up, while others see execution and valuation risks, especially with no firm merger terms.

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Hold rates steady

Cut 25 bps

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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