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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 expectations and raised outlook, with rapid U.S. commercial growth surpassing government revenue for the first time. The shares fell despite the strong results, as traders debated whether lofty valuation and expectations leave room for further gains amid weakness in AI and technology stocks; bulls pointed to continued commercial adoption.

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

Apples quarterly earnings beat expectations, but shares came under pressure after its holiday-quarter margin outlook highlighted rising memory costs; traders also pointed to weaker China, iPad and wearables results and slowing growth. Bulls cite strong iPhone demand and a solid quarter, while bears argue the outlook and valuation leave little room for disappointment.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is under pressure ahead of its quarterly earnings report, with traders pointing to a recent Bank of America downgrade and unusually heavy selling as sources of concern. The discussion is split between fears of weak results or guidance amid high rates and credit risks, and hopes that a strong report could prompt a rebound or short squeeze.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Midterm-election positioning dominates the discussion, with traders debating whether a Republican win could lift DJT or a Democratic gain would trigger a selloff. The stocks politically driven moves are also viewed skeptically by many, who describe rallies as speculative pumps and warn of further downside.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblazes stronger-than-expected Q3 results and raised full-year and Q4 outlook are driving attention, with traders highlighting growth in B2 cloud storage and demand tied to AI infrastructure. The reaction is broadly bullish, though some traders caution that the sharp earnings-driven move could give way to profit-taking and continued volatility.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

SOXX is under pressure as investors question whether heavy AI and data-center spending will generate adequate returns, weighing on semiconductor shares. Traders are split between viewing the decline as an AI-trade unwind and seeing it as a buying opportunity, with support levels and the chance of a rebound central to the debate.

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

AMDs Q3 earnings and forward guidance are in focus after a sharp semiconductor selloff, with Intels weak outlook fueling concern about broader chip demand. Traders are divided between fears that high expectations and a weak guide could deepen the decline and hopes that strong AI and data-center results will counter the sectors pessimism.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells all-stock acquisition of Lumentum has driven a sharp selloff, with traders focused on shareholder dilution, the perceived price paid, and the long wait for the deal to close. Some see the combination of Marvells chips and networking with Lumentums optical technology as a long-term AI infrastructure opportunity, but near-term skepticism dominates.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

A report that nonprofit Usona may have filed an FDA application for psilocybin in major depressive disorder has stirred competition fears around Compass Pathways COMP360 program for treatment-resistant depression and contributed to a sharp selloff. Traders debate whether Usona could pressure COMP360s market position, pricing and reimbursement, while others stress the different indications and question whether the reported filing is confirmed; many are also looking to management for clarity on Compasss NDA timeline.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Sanofis European Phase 3 flu-COVID combination trial triggered a milestone payment to Novavax, while the community focuses on whether the partnership can translate into meaningful vaccine sales and recurring royalties. Bulls see the deal and the Matrix-M licensing model as support for the business, while skeptics point to weak commercial uptake, a muted share-price response, and uncertainty ahead of Q3 results.

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RH Stock Climbs Premarket: Wells Fargo Backs H2 ‘Time To Shine’ Thesis, But BofA Warns Of Q4 Risk

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Wall Street remained split after RH’s Q2 earnings, with Wells Fargo backing its second-half growth drivers while UBS and BofA questioned growth estimates, according to TheFly.

GPRO Stock Gains After-Hours On Possible Sale Or Merger: Retail Has Eyes On Meta And Garmin  

GoPro’s Board of Directors has authorized the company to launch a strategic review process and to engage a financial advisor to assist.


GoPro Shares Edge Up After-Hours On 23% Layoff Announcement 

The layoffs are expected to be completed by the end of 2026 and estimated to result in a charge of $11.5 million to $15 million, the company said.


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<ul class="summary-bullets"><li>Wells Fargo cut its RH target to $175 from $225, pointing to Estates momentum, new gallery sales, and backlog reduction, per TheFly</li><li>BofA cut fiscal 2026 and 2027 EPS estimates by 7% and 18%, respectively, citing housing weakness and fourth-quarter guidance risk.</li><li>RH expects revenue growth to accelerate from 5% to 6% in Q3, and 16.1% to 21.2% in Q4 2026.</li></ul>RH (RH) stock rose up to 9% in Friday's premarket following the luxury home furnishings retailer’s second-quarter (Q2) results, even as several Wall Street firms cut their price targets. The bigger debate centered on whether RH’s second-half growth setup is taking shape.&nbsp;Wells Fargo and TD Cowen pointed to Estates, new galleries, and backlog reduction as potential growth drivers, while UBS and BofA questioned whether the expected inflection will materialize, according to TheFly.<h2 class="st-heading-2">Analysts Split On RH’s Second-Half Setup</h2>Wells Fargo cut its price target for RH Stock to $175 from $225 but maintained an Overweight rating, saying RH’s investment cycle is peaking and the second half could be its “time to shine.”&nbsp;Tariff refunds mask a tougher cost/freight backdrop, but top line matters more, and second half of the year building blocks appear in place via Estates momentum, new gallery sales and backlog reduction, the firm said, according to The Fly.TD Cowen lowered its target to $190 from $220 and kept a Buy rating. The Fly cited the firm saying RH's fiscal 2026 through 2028 earnings-per-share (EPS) estimates changed only modestly, and it came away “optimistic” about RH Estates and London beginning in the second half.UBS was more cautious, trimming its target to $154 from $155 and staying Neutral. It said slightly better second-quarter revenue and earnings before interest, taxes, depreciation and amortization (EBITDA) did not provide significant evidence supporting the expected second-half inflection, according to TheFly.According to TheFly, BofA cut its target to $114 from $156 and maintained an Underperform rating. The firm sees limited signs that housing dynamics will significantly improve in the second half as mortgage rates remain high. It flagged below-expectation third-quarter guidance, and risk to fourth-quarter guidance.<h2 class="st-heading-2">RH's Estates And Backlog Carry The Q4 Ramp</h2>RH reported Q2 revenue of $922.2 million, up 2.6% year over year and roughly 0.6% above FiscalAI’s $916.2 million estimate. The company expects revenue growth to accelerate from 5% to 6% in the third quarter to 16.1% to 21.2% in the fourth quarter, with the Q4 ramp driven in part by an 8 percentage-point contribution from RH Estates and 6.5 points from backlog reduction.New galleries and other initiatives are expected to add another 4 percentage points to fourth-quarter growth, while adjusted EBITDA margin is projected to improve to 19.7% to 22.9% from 12.5% to 13.5% in the third quarter.The company also expects adjusted capital expenditures to decline to between $175 million and $200 million in 2027 from $240 million to $260 million in 2026, while gallery opening costs are projected to fall to $18 million from $48 million.<h2 class="st-heading-2">What Retail Investors Think About RH Stock?</h2>Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/RH">RH stock</a> was “extremely bullish” amid extremely high message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_11_163755_85bcfc588e.png" alt="Screenshot 2026-09-11 163755.png" width="825" height="468"><figcaption>RH stock retail sentiment on September 11 as of 7:20 a.m. ET | Source: Stocktwits</figcaption></figure>RH Stock has fallen 30.7% so far this year, underperforming benchmark S&amp;P 500, which has risen 10.7% during this period. See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/adobe-q3-uneventful-even-as-ai-arr-tops-650-m-jefferies-says-citi-flags-slowing-growth/cZtXhW6RBGk">Adobe Q3 ‘Uneventful’ Even As AI ARR Tops $650M, Jefferies Says — Citi Flags Slowing Growth</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

Restoration Hardware Celebrates The Unveiling Of RH Tampa, The Gallery At International Plaza in Tampa, Florida.

RH (RH) stock rose up to 9% in Friday's premarket following the luxury home furnishings retailer’s second-quarter (Q2) results, even as several Wall Street firms cut their price targets. The bigger debate centered on whether RH’s second-half growth setup 

Fidelity Blue Chip Growth ETF

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What’s your expected total return for the S&amp;P 500 ($SPY) in November?

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What’s your expected total return for the S&P 500 (

Current Price	$36.36
Prev Close	$35.98
Open	$36.28
Dividend Yield	N/A
50-Day Moving Average	$36.07
Beta	N/A
Avg. Volume	2.42M
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52-Week High	$38.59
52-Week Low	$29.31
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