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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 resultsstrong advertising growth and an upbeat outlook, but an EPS miss affected by a large legal chargedrove attention. Traders debated the share-price fade as heavy AI spending, negative free cash flow, and a new non-voting share class raised concerns about funding and returns, while bulls pointed to the ad business and Muse adoption.

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 report beat expectations, with AI and cloud demand and orders drawing attention, but traders are debating why the shares failed to rally. Bulls point to the growth and AI-RAN opportunity, while skeptics cite higher restructuring costs, weaker cash-flow conversion and an unchanged full-year outlook.

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 drove a mixed reaction: adjusted earnings and cash flow beat expectations, but flat revenue, weaker operating profit, reduced capital-spending guidance, and a slower Optimus ramp fueled concerns about growth and execution. Bulls highlighted improved auto margins and the AI, FSD, and robotics opportunity, while bears questioned profitability and the valuation.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius new Citi financing facility and GTC Berlin comments on strong AI-compute demand have put its funding needs and growth plans in focus. Traders are split on whether added financing helps the company expand capacity or increases debt risk, while some point to managements account of customer prepayments and a funding model they see as less exposed than peers.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Renewed worries about the returns on heavy AI spending after Meta and Teslas results, alongside escalating Iran tensions and higher oil prices, are weighing on market sentiment. Traders are split between expecting further downside and treating the pullback as a buying opportunity, with many noting that strong earnings have not prevented selloffs.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabets pullback ahead of earnings is driving discussion, with traders worried that AI competition could pressure Search advertising and that heavy AI spending may weigh on returns. Others view the weakness as a buying opportunity, citing Cloud and AI growth; the debate centers on whether earnings will ease those concerns.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Renewed doubts about returns on heavy AI spending after Meta and Tesla earnings, alongside escalating U.S.-Iran tensions and rising oil prices, are driving a volatile Nasdaq discussion. Traders are split between buying a potential bounce and warning that AI valuations and capex concerns could fuel a deeper pullback.

Biohaven Ltd. is a global clinical stage biopharmaceutical company, which engages in the discovery, development, and commercialization of therapies for people with neurological and neuropsychiatric diseases. The company was founded on May 2, 2022 and is headquartered in New Haven, CT.

Biohaven Ltd

Biohaven Pharmaceutical Holding Company Ltd

The FDA accepted Biohavens resubmitted NDA for troriluzole (VYGLXIA) for spinocerebellar ataxia, setting a Q1 2027 goal date after an earlier rejection. Traders welcomed the regulatory progress, while debating the drugs commercial potential, the remaining approval uncertainty, and whether the news-driven move could give way to profit-taking.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

Lockheed Martin is drawing attention after a quarterly earnings beat, a higher full-year outlook and a record backlog reinforced its defense-demand story. Traders are largely positive on the results, while some point to F-35 cost overruns and margin pressure as risks.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

American Airlines Q3 results and weaker outlook are driving discussion: revenue grew, but high fuel costs are weighing on margins, with the company now projecting adjusted losses for Q4 and the full year. Traders are split between focusing on resilient demand and premium revenue growth and worrying that fuel expenses and AALs debt will keep profitability under pressure.

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Hold rates steady

Cut 25 bps

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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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