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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 strong Q3 results and raised outlook, driven by accelerating commercial AI adoption, are dominating discussion, but the stock has fallen despite the beat. Traders are divided between viewing the selloff as an opportunity after strong execution and arguing that lofty valuation and high expectations leave little room for upside.

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 estimates, but shares fell as traders focused on weaker holiday-quarter margin guidance tied to rising memory costs, alongside misses in some product and regional segments. The community is divided between dip buyers pointing to strong iPhone sales and bearish traders concerned about margin pressure, slower growth, and valuation.

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 proposed all-stock acquisition of Lumentum has sparked a sharp selloff, as traders criticize the deals scale, expected shareholder dilution, and long path to closing. Others see strategic value in combining Marvells chips and networking with Lumentums optical technology for AI data centers.

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 sharp pre-earnings selloff is fueling debate over whether its results and forward guidance can counter weakness across semiconductors after Intels warning and broader concerns about AI-stock valuations. Traders are split between expecting strong AI-chip demand to support a rebound and fearing that even a beat could be sold off amid the sector downturn.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvanas Q3 report, with record sales growth and stronger-than-expected adjusted EBITDA, has fueled a sharp rally and short-squeeze speculation, despite an EPS miss and pressure on per-car margins. Bulls see momentum continuing, while bears question the valuation and earnings quality, pointing to weaker unit economics, financing risks and insider activity.

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 better-than-expected Q3 results and raised full-year and Q4 outlook, alongside strong growth in B2 cloud storage, are driving attention and reinforcing the communitys AI-storage growth thesis. Traders are celebrating the earnings reaction and possible short covering, while others remain wary of the stocks volatility and financing or dilution risks.

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

A strong quarterly earnings beat, higher fiscal-year revenue outlook, and robust bookings for AI-chip burn-in testing are driving attention, reinforcing the communitys view that demand is growing. Traders are split between celebrating the fundamentals and questioning why the shares are falling amid broader market weakness, with some viewing the reaction as a selloff rather than a lasting reversal.

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, alongside valuation and financing concerns weighing on semiconductor stocks. Traders are split between buying the selloff on confidence in durable chip demand and warning that the correction could deepen if support levels fail.

Modine Manufacturing Co. engages in the provision of thermal management products and solutions. It operates through the Climate Solutions and Performance Technologies business segments. The Climate Solutions segment provides climate-controlled solutions and components, heat transfer products, heating, ventilating, air conditioning and refrigeration products, and data center cooling solutions. The Performance Technologies segment designs and manufactures air- and liquid-cooled technology for vehicular, stationary power, and industrial applications. In addition, the Performance Technologies segment provides thermal solutions to zero-emission and hybrid commercial vehicle and automotive customers, and coating products and application services. The company was founded by Arthur B. Modine on June 23, 1916 and is headquartered in Racine, WI.

Modine Manufacturing Co.

MOD is drawing attention amid a selloff that traders link to weakness in tech and AI-infrastructure stocks, alongside concerns that its valuation is no longer sustainable. The community is split between expecting further downside and viewing the pullback as a buying opportunity ahead of earnings.

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 report, with traders pointing to a Bank of America downgrade and heavy selling. Bears cite earnings risk, rate-sensitive lending and debt concerns, while speculation about an earnings leak or large seller remains unverified and some investors see the selloff as overdone.

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ERIC vs. NOK: Which 5G Infrastructure Stock is the Better Buy Now?

Nokia edges out Ericsson as the better 5G infrastructure stock, backed by stronger 2026 growth estimates and stock gains, despite its higher valuation.

SPCX Finds A Spot On BofA’s Top Stock Picks List As Falcon 9 Delivers 27 Starlink Satellites To Orbit

Equity

BofA estimates SpaceX could spend about $6 billion on radio access network equipment.


Monday Sector Leaders: Manufacturing, Computers

In trading on Monday, manufacturing shares were relative leaders, up on the day by about 2.9%. Leading the group were shares of Lumentum Holdings, up about 8.7% and shares of Nokia up about 5.6% on the day.

Also showing relative strength are computers shares, up on the day by...

SPCX, SMCI, NOK, TSLA, NFLX: Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week 

Strong AI demand supported growth at some technology companies last week, while merger speculation lifted interest in others. 


SpaceX’s 80,000 Cell Site Push A Win For AST SpaceMobile, Ericsson, Nokia, NextNav, Among Others, Says Roth Capital

SpaceX is reportedly pursuing agreements for a minimum of 80,000 cell sites across the United States as it advances plans to build a fourth nationwide wireless carrier.


Nokia: 3 Key Takeaways for Long-Term Investors

Key PointsNokia grew third-quarter net sales 9% year over year...

Nokia Q3 Earnings Call Highlights AI Growth and 2027 Outlook

NOK's Q3 earnings show accelerating AI demand and stronger 2027 growth prospects, despite capacity constraints, margin pressures and rising cash needs.

Ciena vs. Nokia: Which Optical Networking Stock is the Better Buy?

CIEN and NOK ride booming AI-driven optical networking demand, but differences in growth, valuation and supply constraints could determine the better buy.

Nokia CEO Says Supply Squeeze Is ‘A Structural Cost Increase, Not Just A Shortage': NOK Stock Drops To 6-Month Low Despite Q3 Beat

During Nokia’s Q3 earnings call, CEO Justin Hotard said Nokia expects the traditional telecom market to stay flat but plans to raise prices because of “cost inflation”.


Nokia's Q3 Earnings Beat Estimates on AI & Cloud Strength

NOK's Q3 2026 earnings beat estimates as revenues rise 10% and AI & Cloud sales surge 123%, fueled by robust IP Networks and Optical Networks demand.

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

Bearish Sentiment

<ul class="summary-bullets"><li>BofA said the spending could benefit telecom equipment suppliers Nokia and Ericsson.</li><li>Bernstein raised its SpaceX price target to $268 from $248 and maintained an ‘Outperform’ rating.</li><li>Bernstein now forecasts $424 billion in revenue for 2028.</li></ul><p>SpaceX (SPCX) drew fresh Wall Street attention on Tuesday as Bank of America added the end-to-end space and AI company to its list of top investment ideas, while its latest Falcon 9 rocket launch expanded the Starlink satellite network.</p><p>BofA added SpaceX and Fox Corp. (FOXA) to its ‘US 1 List,’ which features the firm’s best investment ideas, while removing RenaissanceRe (RNR), according to The Fly.</p><p>At the time of writing, <a class="mention" data-mention="$SPCX" data-symbol-id="SPCX" href="https://stocktwits.com/symbol/SPCX" target="_blank">SPCX shares</a> were up 1% in pre-market trading.</p><h2 class="st-heading-2">Falcon 9 Launches Continue As Starship Takes Shape</h2><p>On Tuesday, SpaceX<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SpaceX/status/2115004840321659292">&nbsp;launched</a> 27 Starlink satellites from California aboard a Falcon 9 rocket. The launch comes as SpaceX gradually winds down Falcon launches to focus on the much bigger Starship. The company has already ended Falcon 9 Starlink launches from Florida, although launches continue from California.</p><p>Starship’s last journey took place last month when Flight 14 reached orbit and deployed 26 next-generation Starlink satellites. With Flight 14 facing propulsion issues, the upcoming Flight 15 is expected to attempt to catch both the booster and the spacecraft, a major step toward full reusability.</p><h2 class="st-heading-2">BofA Sees $6B Opportunity In Starlink Expansion</h2><p>Separately, BofA highlighted SpaceX’s reported plans to secure access to more than 80,000 U.S. cell sites as it looks to expand beyond satellite internet and build a nationwide mobile network.</p><p>The brokerage estimates SpaceX could spend about $75,000 per site on radio access network (RAN) equipment, bringing total spending to around $6 billion.</p><p>BofA believes this could benefit telecom equipment suppliers Nokia (NOK) and Ericsson (ERIC).</p><h2 class="st-heading-2">Bernstein Highlights Importance Of Starship Reusability</h2><p>Late Monday, Bernstein raised its SpaceX price target to $268 from $248 and maintained an ‘Outperform’ rating. The firm expects stronger growth from SpaceX’s AI computing business and enterprise connectivity services.</p><p>Bernstein raised its revenue forecast to $424 billion in 2028 and believes reusable Starship rockets will be critical to SpaceX’s longer-term plans to put data centers in orbit.</p><h2 class="st-heading-2">Retail’s Take On SPCX</h2><p>Retail sentiment surrounding SPCX on Stocktwits turned ‘bullish’ from ‘extremely bullish’ a day earlier, amid ‘high’ message volumes.</p><p><img src="https://news.stocktwits-cdn.com/SPCX_3_5cfcfd1977.png" alt="SPCX (3).png"></p><p>The stock has gained about 9% over its IPO price of $135.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A SpaceX Falcon 9 rocket is displayed at a SpaceX facility on April 2, 2026 in Hawthorne, California. (Photo by Mario Tama/Getty Images)

BofA estimates SpaceX could spend about $6 billion on radio access network equipment.

Nokia Corp

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Wendy's, Nokia, Nike, and Reddit are four of the top ten trending stocks right now for different reasons. Which are you most bullish on right now? Cast your vote below.

Which of these trending stocks are you most bullish on right now - $WEN, $NOK, $NKE, or $RDDT?

Current Price	$8.30
Prev Close	$8.56
Open	$8.74
Dividend Yield	N/A
50-Day Moving Average	$9.93
Beta	1.07
Avg. Volume	81.28M
PE Ratio	51.27

52-Week High	$17.45
52-Week Low	$5.86
Market Capitalization	$46.97B
EPS (Annual)	$0.1311
Price to Book	1.95
Revenue Per Employee	N/A

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