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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

Apple shares sold off despite a quarterly earnings beat as traders focused on softer holiday-quarter gross-margin guidance, with rising memory costs cited as the main pressure. The debate centers on whether strong iPhone demand and revenue growth outweigh margin concerns and weaker iPad, wearables and China 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 Q3 earnings beat and raised outlook, supported by rapid commercial AI growth, are driving attention, but the stock fell as traders questioned whether its high valuation already priced in strong results. Bulls point to accelerating adoption and profitability, while bears cite stretched expectations and broader weakness in AI stocks.

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

AMD is drawing attention ahead of its quarterly report as Intels weak outlook and a broader semiconductor selloff have pressured the shares. Traders are split on whether strong AI and data-center demand can outweigh concerns about PC weakness, valuation, and slowing AI spendingand whether even a solid report and outlook would be enough to reverse the decline.

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 sale and bond offering to fund its AI infrastructure buildout have triggered a sharp selloff, with traders focused on dilution, rising debt and whether the spending will generate returns. Some see the financing as a planned, limited step that clears the way for future growth, while others fear it signals unsustainable funding needs.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is caught in a broader AI and semiconductor selloff as traders question whether massive, debt-backed data-center spending can generate sustainable returns. Bears see financing and valuation risks, while bulls argue demand and NVIDIAs fundamentals remain strong ahead of upcoming chip-company earnings.

Gilat Satellite Networks Ltd. engages in the provision of broadband satellite communication and networking solutions and services. It operates through the following business segments: Fixed Networks, Mobility Solutions, and Terrestrial Infrastructure Projects. The Fixed Networks segment provides advanced fixed broadband satellite communication networks, satellite communication systems and associated professional services and comprehensive turnkey solutions and fully managed satellite network services solutions. The Mobility Solutions segment provides advanced on-the-move satellite communications equipment, systems, and solutions, including airborne, maritime and ground-mobile satellite systems and solutions. The Terrestrial Infrastructure Projects segment provides network infrastructure construction of the fiber and microwave network of PRONATEL in Peru. The company was founded by Yoel Gat, Gideon Kaplan, Amiram Levinberg, Joshua Levinberg, and Shlomo Tirosh in 1987 and is headquartered in Petah Tikva, Israel.

Gilat Satellite Networks

Gilats persistent selloff despite a stream of defense, satellite, and connectivity contract wins is fueling concern that orders are not translating into investor confidence, with traders also wary of another earnings disappointment and citing a reported CEO share sale. Bulls point to business growth, contracts, and the Comtech acquisition, while bears focus on weak price action and competition.

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iShares Silver Trust

SLV is drawing attention amid a steep pullback in silver, with traders debating whether rate and yield pressures point to more downside or whether the selloff is creating an oversold buying opportunity. Some also allege paper-market shorting or manipulation, but those claims are speculation rather than confirmed developments.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadog is drawing attention ahead of its Q3 earnings report as traders weigh a broad software selloff and concerns that AI-spending or cloud-capex worries could curb usage-linked observability demand. Bears also flag its rich valuation, while some traders see the pullback as a buying opportunity and are positioning for an earnings rebound.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

A steep selloff despite widely cited strong results and an upbeat outlook dominates discussion, with traders debating whether the decline reflects broader semiconductor weakness and fears of a peak in the AI-driven memory cycle. Bulls point to persistent storage demand and low valuation, while bears focus on cyclicality and cautious signals from memory peers.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

A broader selloff in software and AI-growth stocks is weighing on Snowflake, while traders debate whether its consumption-based data platform and AI features can deliver enough customer value and durable profits. Some see the pullback as a buying opportunity; skeptics point to valuation, profitability and dilution concerns, and competition from AI alternatives.

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LOGI Stock Rises After Hours On $1.4B Share Buyback Program

Equity

The company said that its board approved the program which will allow the company to use the funds to repurchase its shares over three years.


Novo Nordisk Reportedly Slashes Workforce At Its US Wegovy Manufacturing Plant

According to a Reuters report, the job cuts included staff in manufacturing roles, from quality control to production line technicians at Novo’s major Clayton plant. 


Novo Nordisk To Reportedly Cut Yearly Bonus For Denmark Employees: Retail Expects Stock To Hit $80 By Year-End

According to Bloomberg, the reduction in bonuses will apply to employees who are eligible for short-term incentives in Denmark.

TD Bank Stock Gains After Announcing Sale Of Charles Schwab Stake: Retail’s Still Bearish

The Canadian bank said it currently owns 184.7 million shares of Schwab's common stock, representing a 10.1% stake in the company.

Sony Shares Climb As PlayStation 5 Price Hike In Japan Sparks Investor Optimism

The price increase aligns with a broader trend in the gaming industry as Microsoft also announced price hikes for its Xbox consoles in Japan earlier this month.

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Bullish Sentiment

<ul class="summary-bullets"><li>The new buyback program is expected to begin in May 2026 after the completion of the company’s 2023 buyback program.</li><li>Logitech now expects sales growth of about 6% for fiscal year 2026 in U.S. dollars.</li><li>According to data from Koyfin, six of the 11 analysts covering LOGI rate it ‘Buy’ or higher while five rate it a ‘Hold’.</li></ul><p>Shares of Logitech International (LOGI) edged up 1% after hours on Wednesday after its board of directors approved a new $1.4 billion share buyback program.</p><p>The company said that its board approved the program, which will allow it to use the funds to repurchase its shares over three years, as part of a broader plan to buy back shares of $2 billion in the timeframe.</p><h2 class="st-heading-2">Past Buybacks</h2><p>In March 2025, the board approved a $600 million increase to its existing $1 billion share buyback program.</p><p>The new buyback program is expected to begin in May 2026 after the completion of the company’s 2023 buyback program, Logitech said.</p><h2 class="st-heading-2">Logitech Financials</h2><p>Logitech, a Swiss multinational manufacturer of computer peripherals and software, now expects sales growth of about 6% for fiscal year 2026 in U.S. dollars to a range of $4.825 billion-$4.845 billion, in line with a Wall Street estimate of $4.84 billion. Adjusted operating income for the period is expected to be $900-$910 million.</p><p>For the third quarter of fiscal 2026, the company reported sales of $1.42 billion and adjusted earnings per share of $1.93, beating estimates.</p><p>According to data from Koyfin, six of the 11 analysts covering LOGI rate it ‘Buy’ or higher while five rate it a ‘Hold’.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around LOGI stock fell from ‘bullish’ to ‘neutral’ territory over the past 24 hours, while message volume stayed at ‘low’ levels.</p><p><a href="https://stocktwits.com/symbol/LOGI">LOGI stock</a> is down 10% this year.&nbsp;</p><p><i>Read More: </i><a href="https://stocktwits.com/news-articles/markets/equity/rklb-shares-rise-on-fresh-190-million-contract-for-hypersonic-flights/cZ37oE6RIWJ"><i>RKLB Shares Rise On Fresh $190M Contract For Hypersonic Flights</i></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

 In this photo illustration, the Logitech company logo is seen displayed on a smartphone screen.

The company said that its board approved the program which will allow the company to use the funds to repurchase its shares over three years.

Logitech International S.A.

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