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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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Reasons to Hold TTMI Stock Despite 11% Decline in Three Months

TTM Technologies' 11% stock decline raises concerns, but booming AI data-center demand, expanding defense opportunities and an upbeat 2026 view support a hold.

AAOI Stock Gains 17% in a Month: Should You Buy, Sell or Hold?

Applied Optoelectronics rallies 16.6% in a month as AI-driven optical demand accelerates, but supply constraints, competition and a premium valuation remain concerns.


Fabrinet Drops 13% YTD: Should You Buy the Stock at the Dip?

FN's 12.5% YTD slide reflects customer concentration, margin pressure and high spending, even as AI data-center demand fuels growth.

Applied Optoelectronics Rides on AI Boom: Can It Beat LITE and FN?

AAOI is riding on AI-driven data-center demand as 800G sales surge, 1.6T orders top $200M, and manufacturing capacity expands to support growth.


AAOI vs. Fabrinet: Which AI Data Center Stock Is the Better Buy?

Applied Optoelectronics faces supply constraints despite surging 800G demand, while FN's broad AI data-center growth and capacity expansion strengthen its position.


FN Rides on Surging Data Center Demand: Can It Outpace AAOI & LITE?

Fabrinet's surging data-center revenues, DCI growth and capacity expansion strengthen its position against optical rivals AAOI and LITE.

Fabrinet's 2026 Outlook: Capital Expansion Powers Surging AI Hardware Demand

Key PointsFabrinet holds a critical, high-barrier position in the AI infrastructure supply chain...

Coherent's Datacenter Business Powers its Revenue Growth

COHR's fiscal Q4 revenues climb to $2.05 billion as datacenter and communications demand drive nearly 79% of sales and offset industrial weakness.

Fabrinet (FN) Down 22.3% Since Last Earnings Report: Can It Rebound?

Fabrinet (FN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

FN's AI Optical Growth Accelerates: Can It Challenge LITE & AAOI?

Fabrinet rides on surging AI data-center demand, with strong DCI, HPC and transceiver growth supporting its push against optical rivals.

Fabrinet engages in the provision of optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers (OEMs). The firm's services include process design and engineering, advanced optical packaging, printed circuit board assembly and test, new product introduction, supply chain and inventory management, and customized glass and crystal optics fabrication. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

Fabrinet Stock Tumbles Pre-Market As Barclays Slashes Price Target Despite Q2 Earnings Beat: Retail Stays Bullish

Equity

Bullish Sentiment

Shares of Fabrinet (FN) fell more than 7% in pre-market trade on Tuesday after analysts at Barclays lowered their price target for the stock.According to TheFly, Barclays cited muted guidance for the third quarter&nbsp;as datacom revenue overshadowed Fabrinet’s beat-and-rise second-quarter performance.It&nbsp;lowered Fabrinet stock’s price target to $245 from $292, implying an upside of 9% from current levels.&nbsp;The brokerage maintained an ‘Equal Weight’ rating on the stock.Fabrinet reported second-quarter revenue of $833.6 million, ahead of consensus estimates of $813.5 million, according to data from Stocktwits.&nbsp;It reported earnings per share (EPS) of $2.61,&nbsp;beating the analysts’ forecasts&nbsp;of $2.49.“By major product area, we anticipate datacom revenue to be down slightly sequentially in anticipation of the ramp in the coming quarters from next generation products,” Fabrinet said during the post-earnings conference call, offering guidance for the third quarter, according to TheFly.The optical packaging services provider guided for revenue of $850 million to $870 million for the third quarter, compared to $731.5 million that it reported in the same period last year.Barclays analysts believe that the timeline for Fabrinet’s 1.6-terabit transceivers for Nvidia Corp.’s (NVDA) Blackwell chips has been delayed, or at least there is “great uncertainty” about when the cycle will begin. This could impact the company’s revenue growth.Retail sentiment on Stocktwits around the Fabrinet stock remained in the ‘extremely bullish’ (88/100) territory despite the reduction in price target. Message volume soared, showing an increase in retail internet.<figure class="image"><img style="aspect-ratio:648/152;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/FN_retail_sentiment_34e3bbc237.jpg" alt="FN retail sentiment.jpg" width="648" height="152"><figcaption>FN sentiment and message volume February 4, 2025, as of 8:30 am ET | Source: Stocktwits</figcaption></figure>Users expressed their optimism, with one user observing that the volume needs to “take off.”<stembedurl>https://stocktwits.com/MemoelToro/message/602751358</stembedurl><stembedurl>https://stocktwits.com/tradingforthefuture507/message/602767635</stembedurl><a href="https://stocktwits.com/symbol/FN">Fabrinet’s stock price</a> has gained nearly 15% over the past six months, but its one-year performance has seen sideways movement, with gains of just under 1%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/nokia-stock-rises-pre-market-on-multi-year-deal-expansion-with-att-to-upgrade-network/chPrGQkRAV">Nokia Stock Rises Pre-Market On Multi-Year Deal Expansion With AT&amp;T To Upgrade Network: Retail Stays Extremely Bullish</a>

Stock market down on a black background. | Image source: Yuichiro Chino via Getty Images

The brokerage believes that the timeline for Fabrinet’s 1.6T transceivers for Nvidia’s Blackwell chips has been delayed, or at least there is “great uncertainty” about when the cycle will begin.

Hold rates steady

Cut 25 bps

Hike 25 bps

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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$356.06
Prev Close	$355.48
Open	$364.00
Dividend Yield	0.00%
50-Day Moving Average	$431.18
Beta	2.24
Avg. Volume	766,688.57
PE Ratio	27.30

52-Week High	$748.89
52-Week Low	$345.71
Market Capitalization	$12.74B
EPS (Annual)	$13.05
Price to Book	5.20
Revenue Per Employee	$215,654.34

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