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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

Apple shares sold off despite a quarterly earnings beat as traders focused on softer holiday-quarter gross-margin guidance, with rising memory costs cited as the main pressure. The debate centers on whether strong iPhone demand and revenue growth outweigh margin concerns and weaker iPad, wearables and China results.

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 and raised outlook, supported by rapid commercial AI growth, are driving attention, but the stock fell as traders questioned whether its high valuation already priced in strong results. Bulls point to accelerating adoption and profitability, while bears cite stretched expectations and broader weakness in AI stocks.

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 drawing attention ahead of its quarterly report as Intels weak outlook and a broader semiconductor selloff have pressured the shares. Traders are split on whether strong AI and data-center demand can outweigh concerns about PC weakness, valuation, and slowing AI spendingand whether even a solid report and outlook would be enough to reverse the decline.

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 discounted stock sale and bond offering to fund its AI infrastructure buildout have triggered a sharp selloff, with traders focused on dilution, rising debt and whether the spending will generate returns. Some see the financing as a planned, limited step that clears the way for future growth, while others fear it signals unsustainable funding needs.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is caught in a broader AI and semiconductor selloff as traders question whether massive, debt-backed data-center spending can generate sustainable returns. Bears see financing and valuation risks, while bulls argue demand and NVIDIAs fundamentals remain strong ahead of upcoming chip-company earnings.

Gilat Satellite Networks Ltd. engages in the provision of broadband satellite communication and networking solutions and services. It operates through the following business segments: Fixed Networks, Mobility Solutions, and Terrestrial Infrastructure Projects. The Fixed Networks segment provides advanced fixed broadband satellite communication networks, satellite communication systems and associated professional services and comprehensive turnkey solutions and fully managed satellite network services solutions. The Mobility Solutions segment provides advanced on-the-move satellite communications equipment, systems, and solutions, including airborne, maritime and ground-mobile satellite systems and solutions. The Terrestrial Infrastructure Projects segment provides network infrastructure construction of the fiber and microwave network of PRONATEL in Peru. The company was founded by Yoel Gat, Gideon Kaplan, Amiram Levinberg, Joshua Levinberg, and Shlomo Tirosh in 1987 and is headquartered in Petah Tikva, Israel.

Gilat Satellite Networks

Gilats persistent selloff despite a stream of defense, satellite, and connectivity contract wins is fueling concern that orders are not translating into investor confidence, with traders also wary of another earnings disappointment and citing a reported CEO share sale. Bulls point to business growth, contracts, and the Comtech acquisition, while bears focus on weak price action and competition.

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iShares Silver Trust

SLV is drawing attention amid a steep pullback in silver, with traders debating whether rate and yield pressures point to more downside or whether the selloff is creating an oversold buying opportunity. Some also allege paper-market shorting or manipulation, but those claims are speculation rather than confirmed developments.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadog is drawing attention ahead of its Q3 earnings report as traders weigh a broad software selloff and concerns that AI-spending or cloud-capex worries could curb usage-linked observability demand. Bears also flag its rich valuation, while some traders see the pullback as a buying opportunity and are positioning for an earnings rebound.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

A steep selloff despite widely cited strong results and an upbeat outlook dominates discussion, with traders debating whether the decline reflects broader semiconductor weakness and fears of a peak in the AI-driven memory cycle. Bulls point to persistent storage demand and low valuation, while bears focus on cyclicality and cautious signals from memory peers.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

A broader selloff in software and AI-growth stocks is weighing on Snowflake, while traders debate whether its consumption-based data platform and AI features can deliver enough customer value and durable profits. Some see the pullback as a buying opportunity; skeptics point to valuation, profitability and dilution concerns, and competition from AI alternatives.

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Williams Companies, Inc. (The) (WMB) Lags Q3 Earnings Estimates

The Williams Companies (WMB) delivered earnings and revenue surprises of -1.82% and +1.19%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Enbridge Prepares to Report Q3 Earnings: What's in the Cards?

ENB heads into Q3 2026 earnings with EPS estimates up 9.1% year over year, while higher financing costs may dampen profitability.

Enbridge vs. Enterprise Products: Which High-Yield Dividend Is Actually Safer?

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Enbridge (ENB) Reports Next Week: Wall Street Expects Earnings Growth

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Enbridge's Earnings Slipped Last Quarter. Its Dividend Didn't. Here's What to Watch.

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Investors Heavily Search Enbridge Inc (ENB): Here is What You Need to Know

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Enbridge, Inc. engages in the provision of gas and oil. It operates through the following segments: Liquids Pipelines, Gas Transmission, Gas Distribution and Storage, and Renewable Power Generation. The Liquids Pipelines segment consists of pipelines and terminals in Canada and the United States that transport, store and export various grades of crude oil and other liquid hydrocarbons, including the Mainline System, Regional Oil Sands System, and Gulf Coast and Mid-Continent Systems. The Gas Transmission segment include investments in natural gas pipelines and gathering, processing and storage facilities in Canada and U.S., including U.S. Gas Transmission, and Canadian Gas Transmission. The Gas Distribution and Storage segment focuses on rate-regulated natural gas utility operations in Canada and U.S., which service residential, commercial, and industrial customers. The Renewable Power Generation segment consists of investments in wind and solar power generation facilities. The company was founded on April 30, 1949 and is headquartered in Calgary, Canada.

Enbridge Inc

UMC, ENB, RIG Stocks Hit 52-Week Highs Today: What's Causing The Surge?

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>United Microelectronics hit a 52-week high of $18.10 as AI-driven chip demand and supply concerns boosted sentiment.&nbsp;</li><li>Enbridge hit a record $57 after announcing a Wyoming renewable energy project to support Meta’s data centers.&nbsp;</li><li>BofA raised Transocean’s price target, seeing stronger EBITDA, for 2027 and 2028.&nbsp;</li></ul>Shares of United Microelectronics (UMC), Enbridge (ENB) and Transocean (RIG) all climbed to 52-week highs on Tuesday, signaling confidence in businesses tied to physical infrastructure, energy production and semiconductor manufacturing.Investors shifted&nbsp;capital into industrial- and infrastructure-focused companies as several high-profile technology and consumer names struggled amid a broader market pullback.&nbsp;While United Microelectronics and Enbridge stocks ended Tuesday’s trading session over 2% higher each, Transocean stock finished the day 1% lower.&nbsp;<h2 class="st-heading-2">UMC Benefits From Chip Supply Crunch&nbsp;</h2>Taiwan-based chipmaker United Microelectronics climbed to a year-high of $18.10 amid rising demand tied to artificial intelligence infrastructure and semiconductor supply constraints.Last week, the company introduced a new 14nm embedded high-voltage FinFET platform for display driver integrated circuits, targeting the premium smartphone and OLED display markets.&nbsp;The chip reduces power consumption by 40% while shrinking the chip size by 35%, giving it a competitive advantage in specialized semiconductor manufacturing.On Monday, Morgan Stanley upgraded the stock to Overweight from Equal Weight, citing stronger demand for AI-related chips and potential chip supply shortages later in the decade.&nbsp;On Stocktwits, retail sentiment around the stock turned to ‘bullish’ from ‘extremely bullish’ territory the previous day.&nbsp;<h2 class="st-heading-2">ENB Gains On Meta Partnership&nbsp;</h2>Pipeline operator Enbridge reached a record high of $57.00 on Tuesday after the company said it is moving forward with a large renewable energy development in Wyoming designed to help power Meta Platforms' (META) data center operations.The project near Cheyenne will deepen Enbridge’s existing energy partnership with Meta, bringing their contracted renewable capacity across North America to roughly 1.6 gigawatts.The first phase of the Cowboy Project will combine utility-scale solar generation with battery storage technology. Retail sentiment around the stock remained in ‘neutral’ territory.&nbsp;<h2 class="st-heading-2">RIG Rides Offshore Recovery&nbsp;</h2>Transocean stock hit a 52-week high of $7.66 as increasing demand for deepwater exploration continued to support the company’s growth prospects.&nbsp;On Tuesday, Bank of America increased its price target on Transocean to $4 from $3.50 but left its Underperform rating unchanged, citing updated projections tied to oilfield services sector trends and future profitability assumptions.BofA analysts said their revised models now anticipate stronger EBITDA for 2027 and 2028, sitting above broader Wall Street expectations by roughly 10% and 16%, respectively.Retail sentiment around the stock remained in ‘extremely bullish’ territory.&nbsp;So far this year, UMC and RIG stocks have surged over 123% and 80%, respectively, while ENB stock has gained 19%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/home-depot-stock-price-target-cuts-after-q1-beat-retail-feels-downside-is-already-priced-in/cZXD0fMReND">Home Depot Stock Slapped With Price-Target Cuts After Q1 Beat: Retail Feels Downside Is Already Priced In</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An aerial view of a 33 megawatt data center (LOWER L) with closed-loop cooling system, amid warehouses in Vernon, California. 

Shares of United Microelectronics (UMC), Enbridge (ENB) and Transocean (RIG) all climbed to 52-week highs on Tuesday, signaling confidence in businesses tied to physical infrastructure, energy production and semiconductor manufacturing.

Strong AI demand, renewable energy projects and offshore drilling growth boosted investors’ confidence. 


Transocean Ltd

United Microelectronics Corporation

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$ENB About to return to $56 once 2027 dividend increase is announced.  Look for a beat on 3rd qtr call....

Steve Scaplehorn

$ENB why is this down when oil is at a record high ? Can someone give me the low down ? Most other oil pipeline companies are at record highs…

Kamil Agrawala

$ENB  
 
I think this turd is constipated for now. Hopefully it starts climbing, oil prices definitely rising until Trump remains in office.

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