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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 quarterly results beat expectations, but shares came under pressure after its outlook pointed to lower gross margins as memory costs rise; traders are debating whether strong iPhone demand offsets the cost headwind and whether the stocks valuation is justified by its growth. Bearish reactions contrast with dip-buyers expecting a recovery.

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, led by accelerating commercial AI demand, are being overshadowed by a share-price decline as traders debate whether lofty valuation and high expectations leave room for further upside. Bulls point to commercial growth and profitability, while bears cite valuation risk and slower contract-value growth.

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 discounted stock and bond offerings to finance its AI infrastructure buildout have drawn scrutiny amid a sharp selloff. Many traders worry about dilution, rising debt and whether the spending will pay off, while bulls argue the funding plan was disclosed in advance and could support long-term growth.

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 REGAL Phase 3 trial reached its prespecified 80th event, triggering final analysis ahead of GPS survival results, while traders also watch for SLS009 data. The sharp share-price decline has fueled debate over profit-taking and trading pressure versus concerns about the results; bullish traders are buying or holding into the readout, while bears stress the trials uncertainty.

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 and raised outlook are driving attention, with traders highlighting an earnings beat, accelerating B2 cloud-storage growth and improving profitability. The bullish reaction is tempered by debate over the stocks volatility and the CoreWeave agreements customer concentration and warrant-related dilution risks.

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 has focused attention on Revuforjs ongoing launch and newly disclosed transplant and post-transplant maintenance patterns among NPM1-mutated patients. Traders see a possible near-term interruption in treatment but debate whether patients resuming therapy could support longer treatment duration; reactions are mixed, with some viewing the update as broadly in line and others disappointed by the share-price response.

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

JDs persistent weakness and choppy trading have traders split between viewing the company as a deeply discounted cash-rich value play and worrying about soft Chinese consumer demand, broader China-stock outflows, and a lack of buying interest. The community is watching upcoming earnings and the EU review of JDs planned Ceconomy acquisition as possible catalysts, but neither is established as the cause of the trading.

Listed Funds Trust - Roundhill Magnificent Seven ETF

Roundhill Magnificent Seven ETF

Traders are debating whether the Magnificent Seven can sustain market leadership amid concerns about AI spending, valuations and returns, with some seeing mega-cap tech weakness as a warning and others viewing the pullbacks as rotation or consolidation. The discussion also reflects the ETFs concentrated exposure to large technology stocks and their influence on broader indexes.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

SLV is drawing attention amid a steep silver-price correction after a sharp run-up, with traders debating whether the selloff is nearing a bottom or has further to go. Some see oversold conditions as a buying opportunity, while others expect more losses; claims of market manipulation and shorting are speculation rather than confirmed causes.

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 record fiscal Q1 results and raised guidance, attributed in the community to strong AI-related demand, are driving attention. Traders largely praise the beat and growth outlook, but the share-price pullback has prompted debate over the market reaction and whether the volatility offers an entry point.

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TSA scales back airport gate access program for non-passengers

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Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan D. Green on March 5, 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

TSLA Stock Slips Overnight As Safety Regulator Scrutinizes Cybercab — Retail Fumes Over Event Blackout 

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Neutral Sentiment

<ul class="summary-bullets"><li>The absence of a public Cybercab livestream sparked retail backlash and “sell-the-news” fears.</li><li>The two-seat Cybercab has no steering wheel or pedals, an Unreal Engine-powered interface and 20.2 cubic feet of cargo space.</li><li>Tesla bulls said the Cybercab put Waymo, Uber and Lyft “on notice,” while Jason Calacanis forecast 40% global AV market share.</li></ul>Shares of Tesla, Inc. (TSLA) slipped nearly 1% overnight late Thursday as U.S. safety regulators evaluated the company’s Cybercab rollout, while the showcase’s lack of a public livestream fueled frustration among retail investors.&nbsp;<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> jumped 5% on Thursday to its highest level in over a month, marking a second straight session of gains. Shares are up 8% this week and are on track for their best weekly performance in nearly four months.&nbsp;The National Highway Traffic Safety Administration (NHTSA) is apparently evaluating Cybercab rides in Austin as the two-seater lacks steering wheels, pedals and mirrors, which are generally required under safety standards. "NHTSA is in contact with Tesla and is evaluating the situation," a spokesperson told&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.channelnewsasia.com/business/us-auto-safety-regulator-says-evaluating-teslas-cybercab-rollout-6361851">Reuters</a>.&nbsp;<h2 class="st-heading-2">Cybercab Event Blackout Sparks Retail Backlash&nbsp;</h2>“We are indeed entering a literal golden era of transport,” Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2095598839860285551">said on X</a>, joking that this was why the Cybercab was painted gold. Yet the glossy pitch did little to settle a heated debate among retail traders over whether Tesla had delivered a major glimpse of its autonomous future or set the stage for a familiar “sell-the-news” moment. Sentiment on Stocktwits around TSLA slipped to a borderline ‘bullish’ 59/100, as 24-hour message volume surged 94%.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/tsla_ss_76955f0ef7.png" alt="tsla ss.png" width="637" height="363"><figcaption>TSLA sentiment and message volume as of September 3 | Source: Stocktwits</figcaption></figure>“NO LIVE STREAM! LOL,” one bearish user&nbsp;<a href="https://stocktwits.com/Steve_TheBull_Rogers/message/663597850">said</a>. Another&nbsp;<a href="https://stocktwits.com/Speakthetruth/message/663596181">asked</a>: “Why no live feed? Doesn’t the product work?”Others&nbsp;<a href="https://stocktwits.com/Starman2/message/663598217">called</a> the event “secretive” and wondered why Tesla would not publicly showcase a product key to its long-term valuation story. One user&nbsp;<a href="https://stocktwits.com/Walakulu2000/message/663603727">called</a> the presentation a “nothing burger.” The blackout also fed fears that the event had already been priced into Tesla shares. Several bearish traders&nbsp;<a href="https://stocktwits.com/Steve_TheBull_Rogers/message/663591320">called</a> it a “sell-the-news” setup, with one&nbsp;<a href="https://stocktwits.com/Franking71/message/663585777">predicting</a> a “rug pull” and another&nbsp;<a href="https://stocktwits.com/Gimme_a_like/message/663591308">betting</a> on a 10% or greater decline.Retail skepticism extended beyond the event format to Cybercab’s commercial prospects. Users&nbsp;<a href="https://stocktwits.com/feedmaster/message/663591239">questioned</a> whether consumers would embrace a vehicle without conventional controls and pointed to regulatory constraints and the limited scale of Tesla’s current robotaxi operations.<h2 class="st-heading-2">Inside Tesla’s Purpose-Built Cybercab</h2>Musk said that Cybercab is not a conventional vehicle adapted for autonomy. It was designed from the ground up to operate without a human driver. “Cybercabs have no steering wheels or pedals,” Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2095583963003728109">said</a>. “They are designed and built for maximally efficient autonomous operation.”The vehicle has two seats and 20.2 cubic feet, or 572 liters, of rear cargo capacity. Its trunk can carry up to 220 pounds and, according to Tesla’s newly published rider and compliance guides, can fit two checked bags and two carry-ons. It can also accommodate one large folded stroller and one small folded wheelchair.Cybercab has a low 16.5-inch step-in height, 43.4 inches of legroom and 38.3 inches of headroom. Both seatbacks can be adjusted independently, although the two seats move forward and backward together. “Cybercab is basically a super comfortable lounge on wheels with a great TV and epic sound,” Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2095584908852805643">said</a>.Its touchscreen interface is built using Epic Games’ Unreal Engine, best known for powering video games and photorealistic digital environments. After a Tesla influencer highlighted the Epic Games credit, Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2095603777302659202">responded</a>: “Unreal ftw,” tagging the gaming company.&nbsp;Beyond Cybercab, Musk highlighted Tesla’s growing footprint in Austin, Texas.&nbsp; “Probably over 30k people working in high-paying jobs at Tesla HQ &amp; manufacturing in Austin by 2028,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2095604997668892983">said</a>.<h2 class="st-heading-2">Tesla Puts Robotaxi Rivals ‘On Notice’</h2>The reveal also sparked comparisons with Tesla’s biggest autonomous-transportation rivals. Patrick Moorhead, chief analyst at Moor Insights &amp; Strategy, shared images of a gold Cybercab, a black Tesla carrying “Robotaxi” markings and a Waymo vehicle,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PatrickMoorhead/status/2095645496001929248">saying</a>: “One FSD taxi is not like the other.”New Street Research analyst Pierre Ferragu focused on the contrast between the Cybercabs and a Waymo vehicle spotted nearby. “The funniest part of all is the Waymo car hanging around surrounded by cybercabs,” Ferragu&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/p_ferragu/status/2095512301155574173">said</a>. “It looks like a car from the past; the voyager probe in Star Trek.” Additionally, Deepwater Asset Management Managing Partner Gene Munster&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2095580425129238696">said</a> that Tesla had “just put Waymo, Uber, and Lyft on notice.”Tesla is betting on purpose-built vehicles, camera-based autonomy and its own ride-hailing platform. Waymo, by contrast, relies on sensor-heavy robotaxis, while Uber is building a network of autonomous-driving partners instead of developing its own vehicle system.Musk ally and investor Jason Calacanis&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Jason/status/2095539019677307203">expects</a> Tesla to capture 40% of the global autonomous-vehicle market within a decade. He also projected a 35% share for Uber’s network of partners, 15% for Waymo and 10% for other operators. Calacanis called both Tesla below $400 and Uber below $100 “generational buys.”&nbsp;Tesla has also released a form allowing prospective buyers to register their interest in purchasing fleets of Cybercabs. Billionaire technology investor Chamath Palihapitiya said he had already registered. “Signed up! Let’s build a huge fleet,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/chamath/status/2095593625841553850">said</a>. “Put me in coach!”So far this year, Tesla's stock has lagged its "Magnificent Seven" peers, making it the group's worst performer, down about 16%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/watch-these-2-energy-stocks-s-and-p-500-addition-could-come-before-quarter-s-end/cZswnUNRJvU">Watch These 2 Energy Stocks — S&amp;P 500 Addition Could Come Before Quarter's End&nbsp;</a>

A test car of the Tesla robotaxi Cybercab is on the road. The vehicles will not have a steering wheel or pedals when they are launched on the market. (Photo by Andrej Sokolow/picture alliance via Getty Images)

Tesla opened Cybercab fleet registrations, with Chamath Palihapitiya saying he had signed up to build a “huge fleet.”

TSLA Stock Slips Overnight As Safety Regulator Scrutinizes Cybercab — Retail Fumes Over Event Blackout

Tesla opened Cybercab fleet registrations, with Chamath Palihapitiya saying he had signed up to build a “huge fleet.” 

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