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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

Apples earnings beat was overshadowed by a lower gross-margin outlook as rising memory costs pressure profitability, prompting a selloff despite strong iPhone sales. Traders are debating whether the pullback reflects justified concern over margins and valuation or a buying opportunity after the 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 strong Q3 results and raised outlook have been met with a selloff, prompting debate over whether its premium valuation already prices in exceptional growth. Bulls point to accelerating commercial AI demand and commercial revenue surpassing government revenue, while skeptics question whether the pace of new contracts can support the stocks high expectations.

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 stock sale and bond offering to fund its AI infrastructure buildout is the dominant focus, with traders concerned about dilution, rising debt and whether the spending will pay off. Some view the financing as a disclosed, finite step and are buying the selloff, while others see it as a sign of financial strain; broad tech weakness is adding pressure.

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 Q3 results beat expectations and the company raised its full-year outlook, drawing attention to accelerating B2 cloud-storage growth and its positioning as storage infrastructure for AI workloads. Many traders see the results as validation of the AI-storage thesis, while others are debating the stocks volatile post-earnings move and risks tied to its CoreWeave relationship.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD is attracting attention amid volatile trading and a prolonged slump in Chinese stocks, with traders split over whether its low valuation, cash balance and buybacks outweigh weak consumer demand and persistent selling. The pending EU review of its Ceconomy acquisition and upcoming earnings are discussed as possible catalysts, but the community is uncertain they will reverse the decline.

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

Fabrinets latest earnings beat and raised outlook, linked by traders to strong AI data-center and optical-networking demand, are driving attention. Many see the results and new program momentum as bullish, while others question the share-price weakness and warn of volatile post-earnings selling.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

A sharp silver selloff has driven discussion, with traders reacting to SLVs steep decline and debating whether it has further to fall or is oversold and ready to bounce. Some blame tighter-rate expectations and macro pressure, while others allege paper-market manipulation and point to physical-silver demand; those claims remain speculative.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

Deutsche Banks Buy upgrade, citing AI-driven cybersecurity demand, is a prominent catalyst, alongside CrowdStrikes AI-security partnership expansion. Traders are divided: some see the AI opportunity as supportive, while others question the stocks steep valuation after its strong run-up; shares are lower despite the positive news.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehrs record fiscal Q1 results, sharply higher revenue, strong orders and raised fiscal-year outlook have drawn attention, reinforcing optimism about demand for its AI chip burn-in testing systems. Traders are celebrating the beat-and-raise, while others question the stocks valuation and whether the post-report gains can hold amid broader market weakness.

Syndax Pharmaceuticals, Inc. engages in the development of cancer therapies. Its products include Revuforj and Niktimvo. The company was founded by Richard A. Heyman, Eckard Weber, Peter Ordentlich, Ronald M. Evans and Michael Downes on October 11, 2005 and is headquartered in New York, NY.

Syndax Pharmaceuticals Inc

Syndaxs quarterly update is driving discussion, with Revuforj sales viewed as roughly in line and newly disclosed transplant and post-transplant treatment patterns drawing attention. Some traders see patients resuming therapy after transplant as a longer-term growth tailwind, while others point to treatment pauses as a near-term headwind and question the muted results and share-price reaction.

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Crude Oil Could Soon Join Bitcoin, Gold In ‘Rollover’ If Iran War Extends, Says Analyst

Cryptocurrency

Macro investor Raoul Pal blamed the recent risk asset pullback on an oil-driven liquidity squeeze and a stronger dollar.

Benjamin Cowen Warns Silver’s 60% Crash May Be A ‘Warning Sign’ For BTC — And The Bottom May Not Be In Yet

Cowen said Bitcoin could bottom after precious metals and could potentially recover in 2027.

Jordi Visser Says One Overlooked Event Could Help Bitcoin Break Out Of Its Slump

Visser linked the pressure to heavy AI borrowing, noting Oracle signalled it won't raise much money before June.


Bitcoin Fatigue Is Real: James Lavish Says Early Holders Have Moved On As Young Investors Turn To Betting

James Lavish said AI stocks, cash yields, and long-time holders selling call options have kept Bitcoin stuck near $80,000.


Binance Hacked: CFTC Chair Says Blockchain Gives ‘A Very Good Shot’ At Tracing Stolen Funds

In an interview with CNBC, Michael Selig stated that the Binance hack reinforces the case for federal oversight of offshore cryptocurrency exchanges.


Binance Hack Sparks Bitcoin Sell-Off, $1.6B In Liquidations: Exchange Uncovers ‘Additional Points Of Breach’

CoinGlass data showed that over $1.6 billion in crypto bets had been wiped out, with long positions accounting for $1.35 billion.


Bitcoin On Track To Post Weakest October In Six Years As US Buyers Retreat Ahead Of Fed Decision

Inflation risks could complicate the outlook for Bitcoin, with crude oil above $100 a barrel since early October, the Federal Reserve's rate decision, and the Nov. 3 U.S. midterm elections as potential macro factors.


Do Bitcoin ETF Flows Really Predict Future Bitcoin Price Moves? This New Research Has Important Implications for BTC Investors.

Key PointsThe iShares Bitcoin Trust ETF's flows aren't great harbingers of future performance, according to a new study...

Bitcoin Slips Ahead Of Fed Week, Big Tech Earnings: Analysts Divided On Where BTC Is Headed Next

Analyst Michaël van de Poppe pointed to BTC’s 120% annualized return since 2011 against 6% for gold.


Jordi Visser Calls Chamath Palihapitiya’s Bitcoin Going To Zero Tale ‘Completely Just A Joke,’ Says AI Sell-Off Could Bottom In Two Weeks

Visser said the low for the AI sell-off could come within two weeks, with cloud earnings, the midterms, and the Treasury’s refunding as possible catalysts.

The iShares Bitcoin Trust ETF seeks to reflect the performance of the price of bitcoin. The Trust offers exposure to bitcoin through an exchange-traded product, simplifying the operational and custody complexities of holding bitcoin directly.

iShares Bitcoin Trust ETF (The) - iShares Bitcoin Trust Beneficial Interest

Neutral Sentiment

<ul class="summary-bullets"><li>Mike McGlone's chart showed that <a class="mention" data-mention="$BTC.X" data-symbol-id="BTC.X" href="https://stocktwits.com/symbol/BTC.X" target="_blank">Bitcoin</a>'s 500-week moving average has rolled over, which signals weaker market momentum.</li><li>McGlone warned that crude oil could follow Bitcoin and gold lower amid potential policy reversal after the U.S. midterms.</li><li>Unwinding some market moves tied to the current administration "could dominate late 2026 and 2027,” he wrote in a post on X.</li></ul>Crude oil may join “rollovers” in Bitcoin (BTC) and gold if the war with Iran goes on for longer, according to Bloomberg Intelligence's Mike McGlone.&nbsp;McGlone, a senior commodity strategist at Bloomberg Intelligence, posted a chart&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/mikemcglone11/status/2117213427445735453?a=q4cJrx3AL1AYw6SGtaM&amp;s=20">on</a> X showing that the the 50-week average for Bitcoin peaked roughly a year after the 2024 election and turned lower, while the averages for gold and the S&amp;P 500 kept climbing. "Rollovers in Bitcoin and gold may gain a companion in crude oil," he wrote.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/mikemcglone11/status/2117213427445735453?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_11_02_at_8_50_56_AM_27f3c3098c.png" alt="Screenshot 2026-11-02 at 8.50.56 AM.png" width="444" height="279"></a><figcaption>Source: @mikemcglone11/x</figcaption></figure>McGlone added that if prediction markets are correct about Democrats winning on Tuesday, unwinding some market moves tied to the current administration "could dominate late 2026 and 2027."<h2 class="st-heading-2">Is Bitcoin Facing A Liquidity Problem?</h2>Meanwhile, Raoul Pal, founder of Global Macro Investor and Real Vision, took a different view. According to him, the recent pullback in AI stocks reflects slower global liquidity growth after an oil shock, not weakening demand.In a post&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RaoulGMI/status/2116852542638264735">on X</a>, he said that the oil shock drove up the dollar and short-term rates, tightening financial conditions. He noted that global liquidity growth has slowed each month since March.&nbsp;"The market is pricing in a pause in liquidity," Pal said. If spending on AI holds up, Pal forecast that the wider risk rally may have more room to run, and that Bitcoin's drop looks more like a pause.<figure class="image"><a class="st-link-external" href="https://x.com/RaoulGMI/status/2116852542638264735" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_11_02_at_8_51_13_AM_04efff151e.png" alt="Screenshot 2026-11-02 at 8.51.13 AM.png" width="449" height="202"></a><figcaption>Source: @RaoulGMI/x</figcaption></figure>Pal said crypto needs the same thing to turn around. "For crypto, really, we want that excess liquidity to rise," he said in a separate post. "We need the dollar weaker."He said rising rates, a firmer dollar and higher oil prices have tightened conditions, "and we need those to dissipate."Pal said relaxing them would "ignite more ability to take risk for more capital to come into markets overall.”<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading around $77,700, flat over the last 24 hours. On Stocktwits, it was one of the top trending crypto tickers at the time of writing. Retail sentiment around BTC remained in the ‘extremely bearish’ zone, accompanied by ‘normal’ chatter levels over the past day.Read more:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coin-stock-sees-split-view-on-wall-street-after-binance-hack-shifts-sentiment/cNG9vE3R9Pb">COIN Stock Sees Split View On Wall Street After Binance Hack Shifts Sentiment</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The photo illustration shows the Bitcoin cryptocurrency on November 12, 2024 in Shanghai, China. (Photo by VCG/VCG via Getty Images)

Crude oil may join “rollovers” in Bitcoin (BTC) and gold if the war with Iran goes on for longer, according to Bloomberg Intelligence's Mike McGlone.

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