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A sharp reversal in index futures following Meta and Tesla earnings is driving discussion, as traders question whether the results justify heavy AI spending and note that gains faded after hours. Iran-related escalation fears, elevated oil prices and weakness in Asian markets add to bearish concerns, while some traders view the selloff as an overreaction and expect a rebound.

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 Q3 results beat expectations, while strong AI and cloud demand and the live AI-RAN call with Nvidia and T-Mobile add to the bullish case. Traders are divided: some see momentum in Nokias AI-networking shift, while others question how quickly orders will become revenue and worry that gains may fade as they have after past positive news.

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 the main focus: strong ad-driven revenue growth and upbeat guidance drew support, while a one-time legal charge weighed on reported earnings. Traders are divided over the outlook, with bulls pointing to ad strength and AI potential and bears questioning heavy AI spending, negative free cash flow and the new non-voting share class; early post-report gains faded.

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 alongside a broader selloff in Chinese internet stocks as the Hang Seng Tech Index fell below 4,000, with traders pointing to sector weakness rather than a clear company-specific catalyst. The community is split between seeing the drop as a buying opportunity and viewing it as continued evidence of persistent weakness in Chinese equities.

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 results and earnings call sparked a post-report reversal, as traders focused on weak growth and profit trends, reduced capital-spending guidance, and a slower Optimus ramp despite better-than-expected adjusted earnings and cash flow. The community debated whether the selloff reflects execution concerns or overlooks Teslas AI and autonomy ambitions, while a potential SpaceX merger remains an uncertain, closely watched storyline.

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 failed to satisfy investors, and shares sold off as traders focused on a December outlook constrained by supply bottlenecks and an expected decline in China revenue. The community is split between seeing the delays as a temporary timing issue amid durable AI-related demand and viewing the guidance and China exposure as reasons for caution.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros sharply raised preliminary revenue and gross-margin outlook, attributed to strong AI-server demand, drove attention, alongside its Nokia/Nvidia AI-RAN collaboration. Traders welcomed the demand signal but debated why the shares gave back part of their initial gains, citing concerns about management credibility, margins, cash conversion and whether the improvement will hold through finalized results.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

TD Cowens downgrade to Hold, citing soft October sales and a tougher sales outlook ahead of earnings, is driving attention as CMG falls to a multiyear low. Traders are divided between expecting further declines and viewing the selloff as a buying opportunity, with some pointing to other analysts more constructive ratings.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention after a sharp futures selloff erased much of the prior advance, with traders weighing Meta and Tesla earnings against concerns that heavy AI spending may not deliver adequate returns. Iran-related risk and rising oil prices are also cited as headwinds, while the community remains split between expecting further losses and buying the dip.

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

NVIDIAs GTC Berlin unveiling of its modular DSX POD AI-factory design is drawing attention, with traders viewing faster data-center deployment as support for continued AI infrastructure demand. Optimism is tempered by debate over the returns on heavy AI spending, power constraints, and whether the shares can sustain their rebound.

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Extreme Previews Industrys First On-Prem Enterprise AI Infrastructure for Networking

Extreme Networks, Inc. (NASDAQ: EXTR) today previewed its roadmap for on-prem enterprise AI. Extreme Exchange zones bring enterprise AI on-premises, allowing customers to choose their level of data sovereignty and control. Enterprises can run the same AI applications locally and in the cloud...

Extreme Agent ONE Coworker Saves Customers 1,000 Hours in First Month of Availability

Extreme Networks, Inc. (NASDAQ: EXTR) today announced strong early momentum with Extreme Agent ONE Coworker, the built-in, ambient, context-aware AI agent for Extreme Platform ONE. In the first month of availability, customers collectively saved an estimated 1,000 hours of troubleshooting, and...

Here's How Much $1000 Invested In Extreme Networks 10 Years Ago Would Be Worth Today

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Extreme Networks Schedules First Quarter 2027 Financial Results Conference Call

Extreme Networks, Inc. (Nasdaq: EXTR), a leader in AI-powered automation for networking, today announced plans to release financial results for its first fiscal quarter 2027, ended September 30, 2026. The company will announce before market open on Wednesday, October 28, 2026, followed by an...

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Extreme Networks, Inc. engages in the development and marketing of network infrastructure equipment and related software. It is involved in the design, development, and manufacture of wired, wireless, and software-defined wide area-network infrastructure equipment, software, and cloud-based network management solutions. The company was founded in May 1996 and is headquartered in Morrisville, NC.

Extreme Networks Inc.

ANET, CLS, EXTR, LITE Stock In Focus — UBS Sees Data Center Investments To Drive Demand, But Supply Constraints Persist

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<ul class="summary-bullets"><li>Networking and optical equipment providers have seen strong order volumes over the past three months.&nbsp;</li><li>Despite strong demand, longer lead times for key components such as networking chips, CPUs and indium phosphide are expected to slow the industry's ability to meet and ship orders.</li><li>Top AI infrastructure players, including Arista Networks, Celestica, Extreme Networks and Lumentum, remain well-positioned to beat near-term financial estimates.</li></ul>Rapid acceleration in data center infrastructure spending over the last quarter is driving a major wave of demand for technology suppliers, even as persistent supply chain bottlenecks threaten to cap near-term revenue potential.Expanding investments in digital infrastructure have generated strong order volumes and healthy backlogs across the networking and optical equipment sectors, according to a UBS research note published on Seeking Alpha.&nbsp;But lengthening delivery times for critical components, including advanced CPUs, networking silicon and specialized raw materials, are preventing some corporations from fully converting this surging demand into immediate shipments.Despite these fulfillment challenges, industry indicators reveal strong underlying dynamics for market leaders preparing to report quarterly earnings.Arita Networks (ANET) gained 1% and Lumentum Holdings (LITE) jumped 5.5%, while Celestica (CLS) and Extreme Networks (EXTR) slipped about 0.5%.&nbsp;<h2 class="st-heading-2">Networking Giants Maintain Upward Momentum</h2>Arista Networks Inc. stands out as a primary beneficiary of the sector's momentum. Driven by deeper integration with large-scale "hyperscaler" cloud providers and neocloud operators, the company is anticipated to exceed consensus revenue and earnings forecasts.UBS analyst David Vogt projected that building order strength and rising deferred product revenue over the past year could prompt Arista to significantly raise its calendar year 2026 revenue growth guidance, pushing it to 33% from the previously forecast 27.5%.Meanwhile, manufacturing partner Celestica Inc. appears to have successfully resolved past supply disruptions. Channel checks indicate that lingering issues that previously dragged down server and tensor processing unit (TPU) metrics are resolved.Strong appetite for ethernet switches from corporate giants like Amazon (AMZN) and Meta (META) platforms is expected to boost Celestica's quarterly revenue by 3% to 4% above projections, potentially pushing total sales to approximately $4.5 billion, UBS noted.<h2 class="st-heading-2">Wired, Wireless And Optical Segments Also See Strong Demand</h2>Vogt believes that strong demand for Extreme Networks' wired and wireless networking equipment will propel its revenue beyond his initial estimates, potentially reaching the upper limit of the company's guidance at around $335 million during the current quarter.In the optical infrastructure market, Lumentum Holdings Inc. is capitalizing on the broader scale-out of hardware networks. Accelerated volumes of optical circuit switches and growing demand for high-speed transceivers are serving as material tailwinds, Vogt noted.<h2 class="st-heading-2">ANET, CLS, EXTR, LITE: Retail View&nbsp;</h2>Retail sentiment on Stocktwits on ANET stock was ‘extremely bullish’ and was ‘bullish’ for EXTR and LITE stock, while retail investors were ‘bearish’ on CLS.&nbsp;<a href="https://stocktwits.com/symbol/ANET">ANET stock</a> has jumped 39%, <a href="https://stocktwits.com/symbol/LITE">LITE</a> soared 120%, <a href="https://stocktwits.com/symbol/CLS">CLS</a> gained 16% and <a href="https://stocktwits.com/symbol/EXTR">EXTR</a> rose 94% year-to-date.&nbsp;&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

A close-up of AI cloud data center racks with servers, cables, and blinking lights. (Photo by Joan Cros/NurPhoto via Getty Images)

Rapid acceleration in data center infrastructure spending over the last quarter is driving a major wave of demand for technology suppliers, even as persistent supply chain bottlenecks threaten to cap near-term revenue potential.

A UBS research note indicates that while skyrocketing investments in data center infrastructure are fueling strong order backlogs for major tech hardware suppliers, persistent component shortages could limit immediate revenue recognition.

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Lumentum Holdings Inc

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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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