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Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

A widespread Microsoft 365 outage disrupting Outlook, Teams, Copilot and other services has dominated discussion, with users describing work interruptions and traders debating whether the incident threatens enterprise trust. Many expect more downside if restoration drags on, while others view it as a temporary operational issue; cyberattack claims remain speculation, and Microsoft cited unavailable servers and elevated loads.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

FDA discussions over assay refinements have pushed Candels planned prostate-cancer BLA filing to mid-2027, prompting a sharp selloff. Traders debate whether this is a fixable manufacturing and regulatory delay rather than a problem with the trial data, while others question managements execution and worry about cash needs and dilution.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Ciscos better-than-expected fiscal-quarter results and raised outlook, tied to growing AI data-center networking demand, are driving attention. Traders are split between viewing the results as a bullish sign of a networking supercycle and questioning the muted share reaction, with margin pressure and the durability of AI-driven demand among the concerns.

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

Jensen Huangs abrupt departure as CEO amid allegations and scrutiny over possible China-related chip sales is driving discussion, with traders debating whether the leadership change and potential export restrictions threaten Nvidias business. Bulls argue its chip and software ecosystem can endure without Huang and are buying the selloff, while bears worry about a leadership vacuum and broader questions around AI-chip demand and customer financing.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

The EMA upheld its recommendation to refuse MIPLYFFA (arimoclomol) marketing authorisation in Europe, prompting a sharp negative reaction and criticism of Zevras management. Traders debate the setbacks impact: some see lost European-market potential, while others emphasize that U.S. sales continue and speculate about a future buyout.

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 20,111,281. The last known price of Bitcoin is 71,086.72423286 USD and is down -3.89 over the last 24 hours. It is currently trading on 12779 active market(s) with $28,515,435,687.36 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins sharp selloff and break below a widely watched support level dominate the discussion, with traders debating whether further downside or a rebound is next. Some attribute the pressure to a hawkish rate outlook, weakness in tech and other risk assets, or forced liquidations, while others are treating the decline as a dip-buying opportunity.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials better-than-expected quarterly results and upbeat outlook for semiconductor equipment demand have put earnings in focus, but the shares muted-to-weak reaction has traders debating whether the good news was already priced in and whether market volatility is weighing on the stock. Bulls point to sustained AI-driven fab investment, while skeptics question whether demand and spending can keep pace with expectations.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs pivotal Phase 3 REGAL trial of GPS for AML has reached its required event milestone, and the company expects to report topline results after final analysis. Traders are reacting to the approaching binary catalyst with bullish short-squeeze and data-leak speculation, while others caution that the outcome remains uncertain.

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

Reports of a DOJ inquiry into whether entities linked to Alice Huang were involved in smuggling Supermicro products to China drove a sharp selloff. Traders are divided between concern over renewed export-control scrutiny and the view that the reports overstate Supermicros connection; the company says Megaspeed has never been its customer and that it has cooperated with authorities.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASMLs quarterly results and higher full-year sales outlook, alongside managements view that planned equipment supply will not meet customer demand in the coming years, are driving attention. Traders are divided over the selloff despite strong results: bulls see durable AI-driven demand, while skeptics point to high expectations, limited forward guidance and the risk of a semiconductor capex slowdown.

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Fabrinet, EverQuote, Lattice Semiconductor, Fiserv And Other Big Stocks Moving Higher On Tuesday

U.S. stocks mixed as Dow fell 200 points; Fabrinet surged 13.7% on strong results, guidance and buyback, while several small caps rallied.read more...

FN Q1 Earnings Beat Estimates, Data Center Demand Aids Revenues

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Fabrinet (FN) Q1 2027 Earnings Call Transcript

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• Reported GAAP EPS of $4.34 up 48.63% YoY
• Reported revenue of $1.47B up 50.74% YoY
• Fabrinet expects second fiscal quarter ending December 25, 2026 revenue of $1.6B to $1.65B, GAAP diluted EPS of $3.81 to $3.96, and non-GAAP diluted EPS of $4.77 to $4.92.

Fabrinet reported negative Q1 FY2027 free cash flow versus positive prior-year free cash flow, cites reliance on a small number of customers and suppliers, and recorded a Pillar Two tax provision.

Fabrinet posted record Q1 FY2027 revenue, up 51% year over year and above guidance; broad-based program demand and new product ramps supported growth, while repurchase authorization expanded.

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

Bearish 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.

Nvidia ($NVDA) is moving lower after Jensen Huang resigned as CEO. Are you buying the dip?

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) is moving lower after Jensen Huang resigned as CEO. Are you buying the dip?

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