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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 and earnings call drove the discussion, with traders focused on weak core-business trends, heavy AI and robotics investment, reduced capital-spending guidance, and a slower Optimus scale-up as shares reversed an initial gain. Bears questioned the valuation and execution timeline, while bulls pointed to stronger-than-expected cash generation and the longer-term autonomy opportunity.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBMs quarterly results beat expectations, with software growth and delayed enterprise deals helping offset flat consulting, while the full-year revenue outlook was unchanged and free-cash-flow expectations improved. Traders are debating the sharp post-earnings reversal: some see a sell-the-news reaction to modest growth and unchanged guidance, while others view the results as evidence that delayed spending is recovering.

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 results are drawing attention: revenue and advertising growth topped expectations, while a one-time legal charge weighed on reported earnings and the company raised its AI spending outlook. Traders are split between viewing the ad strength and revenue guidance as supportive and worrying that heavy investment, negative free cash flow, and the new non-voting share class could mean costly financing or dilution; the initial post-report rally also faded.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is under pressure alongside a broader selloff in Chinese technology shares as the Hang Seng Tech Index fell below 4,000. Traders are split between viewing the decline as an oversold buying opportunity and seeing it as another sign of persistent weakness in China equities, with no clear company-specific catalyst dominating the discussion.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Researchs record quarterly results and revenue beat are being overshadowed by guidance that only met expectations, with traders pointing to cleanroom and supply-chain constraints as limits on near-term shipments. The selloff has sparked debate between buyers who view it as an overreaction to a timing issue and bears concerned that growth may be peaking.

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

Alphabet is drawing attention amid a persistent share-price pullback ahead of earnings, with traders focused on whether the report will show returns from heavy AI investment. The debate pits concerns about rising capex and AIs potential threat to Search against optimism about Google Cloud growth and Gemini; some traders are also circulating unconfirmed claims that capex could rise further.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

A report that the U.S. Navy halted new orders for AEVEXs GARC drone boats, citing performance concerns and cheaper alternatives, has fueled a sharp selloff. AEVEX disputes that orders were halted and says it completed its delivery obligation, leaving traders divided over whether the report signals a serious setback or an overreaction to the companys clarification.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention as traders digest a tech-led Nasdaq rally around Meta and Tesla earnings, followed by a sharp fade that erased much of the sessions gains. The debate is split between bulls citing earnings and AI demand as support and bears arguing the news was priced in amid AI-spending concerns, technical resistance, and headline-driven volatility.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

The USPTOs decision not to intervene at this stage in the Federal Circuit appeal over Netlists 912 patentafter Samsung and Micron withdrew following settlementsis driving discussion. Traders debate whether the procedural development could help preserve the patent and affect the Google case or leave the appeal unresolved; it is not a ruling on the merits, and upcoming SK hynix and earnings developments are also in focus.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoins rebound is driving renewed interest in MSTR as a leveraged crypto proxy, with bullish traders discussing momentum and a possible short squeeze. Bearish traders counter that potential MSCI index exclusion, dilution, and preferred-stock buybacks remain risks.

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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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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