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AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is rallying after quarterly results topped expectations and its next-quarter outlook came in stronger than anticipated, with traders also highlighting expanded share repurchases. The reaction is broadly celebratory among bulls who see the growth story intact, though some are taking profits or cautioning that the sharp rebound could fade.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is drawing attention after a sharp, higher-volume rebound, with traders citing a technical bounce and speculating about short covering. Others say there is no confirmed company-specific catalyst and debate whether the move reflects broader tech strength or undisclosed news.

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

Democratic control of Congress has fueled concern that tighter AI and data-center rules could slow infrastructure spending, weighing on Nvidia and other semiconductor stocks. Traders disagree on whether this signals a lasting threat to chip demand or an overreaction, with bulls arguing the AI buildout will continue and bears focused on regulatory and permitting risks.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is caught in a sharp selloff across memory and semiconductor stocks, with traders attributing pressure to a broader rotation out of tech and fears that election-related data-center restrictions could slow AI investment. The community is split: bears warn of a memory-cycle downturn and weaker future demand, while bulls argue the concerns are overblown and point to Microns earnings and continued AI-related memory demand.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps quarterly results are driving attention: revenue and daily active users fell slightly short of expectations, while earnings measures beat and the company reported its first GAAP-profitable quarter. Traders are divided over whether profitability signals progress or user-growth concerns and Specs spending justify the post-earnings selloff.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms quarterly results and outlook are driving the discussion: traders weigh better-than-expected revenue and stronger sales guidance against memory-cost pressures and concerns about margins and the earnings outlook. The SpaceX/Starlink network partnership is also drawing interest, though reactions differ on how meaningful it will be for the business.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

A sharp selloff has focused attention on uncertainty around Galaxys Texas data-center expansion: traders worry the states political shift could slow future approvals, while others argue existing power approvals remain intact. The lack of a new Helios tenant and lingering doubts about management have added to the bearish reaction, though claims that the election will halt projects remain speculative.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherents reported quarterly results beat earnings and revenue expectations, but the stock is falling as traders question the outlook and react to weakness across AI and semiconductor stocks. The community is split between viewing the results and optical-demand outlook as strong and seeing the selloff as a warning about valuation and sector risk.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

First European patients have received Anktiva with BCG, drawing attention to ImmunityBios international commercial launch as traders look ahead to Q3 results. Bulls view the treatments as proof of overseas expansion, while others caution that first dosing does not establish meaningful European revenue in the quarter and are focused on sales growth.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arms quarterly results are the main focus: traders cite an earnings beat and AI/data-center demand, while the stock is falling alongside semiconductor peers. The community is split over whether strong results can counter valuation concerns and the broader chip-sector selloff.

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SAP SE engages in the provision of enterprise application software and software-related services. It operates through the following segments: Applications, Technology, and Support; Qualtrics; and Services. The Applications, Technology, and Services segment includes sale of software licenses, support offerings, and cloud subscriptions. The Qualtrics segment sells experience management cloud solutions. The Services segment offers professional services, premium support services, implementation services for software products, and education services on the use of products. The company was founded by Hasso Plattner, Klaus Tschira, Claus Wellenreuther, Dietmar Hopp, and Hans-Werner Hector on April 1, 1972 and is headquartered in Walldorf, Germany.

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NTAP Stock Hits Record High: NetApp Expands Strategic Partnerships With SAP, Oracle, and Supermicro To Drive Cloud Infrastructure

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Bullish Sentiment

<ul class="summary-bullets"><li>NetApp deepens integration with SAP and Oracle while partnering with Supermicro to deliver high-performance, scalable data infrastructure for next-generation AI and enterprise workloads.&nbsp;</li><li>The new offerings bring natively managed NetApp cloud storage to Oracle Cloud Infrastructure (OCI) and integrate NetApp data management directly into Supermicro rack-scale systems.&nbsp;</li><li>Strategic technology alignments optimize GPU performance, break storage bottlenecks for AI training, and support demanding mission-critical deployments across hybrid enterprise environments.&nbsp;</li></ul><p>NetApp Inc. (<a class="mention" data-mention="$NTAP" data-symbol-id="NTAP" href="https://stocktwits.com/symbol/NTAP" target="_blank">NTAP</a>) share price hit record highs after the company announced a series of high-profile strategic partnerships on Tuesday during its flagship INSIGHT 2026 conference, signaling an aggressive push to remove storage bottlenecks for artificial intelligence and enterprise cloud deployments.</p><p>The data infrastructure provider unveiled expanded alliances with enterprise software giants SAP SE and Oracle Corp. (ORCL), alongside custom computing pioneer Super Micro Computer Inc. (SMCI).&nbsp;</p><p>Together, these initiatives aim to optimize GPU computing utilization, accelerate real-time analytics, and streamline operational management across cloud, hybrid, and on-premises environments.</p><p><a class="mention" data-mention="$NTAP" data-symbol-id="NTAP" href="https://stocktwits.com/symbol/NTAP" target="_blank">NTAP</a> stock gained about 2.5% on Tuesday, marking its fifth straight session of gains.</p><h2 class="st-heading-2"><strong>Powering Cloud Infrastructure With SAP And Oracle</strong></h2><p>At the center of NetApp’s announcement is an expanded alliance with SAP to power the storage architecture behind SAP Cloud Infrastructure. By providing highly available, low-latency file and block storage services, NetApp’s unified data architecture lets organizations migrate and scale enterprise resource planning (ERP) workloads safely, without sacrificing performance or enterprise-grade data management.</p><p>Concurrently, NetApp and Oracle introduced a new, fully managed storage service natively integrated into Oracle Cloud Infrastructure (OCI).</p><p>&nbsp;The joint offering enables enterprise clients to deploy high-throughput, latency-sensitive storage dynamically within OCI environments. The service targets complex enterprise applications and compute-heavy AI model deployments, allowing businesses to leverage NetApp's data security features alongside OCI’s high-performance compute capabilities.</p><h2 class="st-heading-2"><strong>Supermicro Collaboration Targets AI Scale</strong></h2><p>Addressing the demands of massive AI models, NetApp revealed a technical collaboration with Supermicro. By pairing Supermicro’s rack-scale, AI-optimized compute nodes with NetApp’s intelligent data storage architecture, the joint solution allows data centers to keep high-end GPUs continuously supplied with training data.</p><p>Engineering teams designed the combined compute-and-storage framework to simplify deployment and significantly reduce downtime, enabling organizations to scale up compute clusters for demanding deep-learning workloads without structural bottlenecks.</p><h2 class="st-heading-2"><strong>Empowering Next-Generation AI Factories</strong></h2><p>Alongside its major partner disclosures, NetApp introduced technical advancements designed to support zettabyte-scale file architectures, positioning its data ecosystem as the underlying fabric for emerging "AI factories."</p><p>Company leaders emphasized that as enterprises move from AI experimentation to full production, seamless data access across multiple cloud providers and on-premises infrastructure is essential to maintain operational agility.</p><h2 class="st-heading-2"><strong>Strengthening Data Governance And Social Impact</strong></h2><p>Closing out its series of press announcements, NetApp highlighted operational updates including expanded data sovereignty controls within its NetApp Keystone subscription model. The enhanced compliance framework gives customers in heavily regulated sectors precise control over geographic boundaries and localized regulatory adherence.</p><p>Demonstrating its commitment to social responsibility, the company also presented its 2026 Social Impact Award to the International Union for Conservation of Nature (IUCN) for leveraging data-driven intelligence for environmental conservation efforts worldwide.</p><h2 class="st-heading-2"><strong><a class="mention" data-mention="$NTAP" data-symbol-id="NTAP" href="https://stocktwits.com/symbol/NTAP" target="_blank">NTAP</a> Stock: Retail View&nbsp;</strong></h2><p>Retail sentiment on Stocktwits was ‘neutral’ with ‘normal’ message volumes.&nbsp;</p><p><a class="mention" data-mention="$NTAP" data-symbol-id="NTAP" href="https://stocktwits.com/symbol/NTAP" target="_blank">NTAP</a> stock has gained 89% year-to-date.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

 In this photo illustration, a hand holds a smartphone displaying the logo of NetApp Inc.

NetApp Inc. (NTAP) share price hit record highs after the company announced a series of high-profile strategic partnerships on Tuesday during its flagship INSIGHT 2026 conference, signaling an aggressive push to remove storage bottlenecks for artificial i

NetApp has announced major alliance expansions with enterprise leaders SAP, Oracle, and Supermicro to power data-intensive AI workloads and streamline hybrid cloud operations.

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SAP $SAP after a +3.7% day: 
 
Close: €191.46 
Up 50% from its 52-week low (€127.50) 
Still 22% below its 52-week high (€244.30) 
P/E 28.7, forward P/E 24.6 
Revenue (ttm): €38.2B, +6.4% 
Q3 results: Oct 21 
 
Which number would you watch most on Oct 21? 
 
NFA #EuropeanStocks

Eric Geurden

$SAP the erp is the bill companies cannot cancel, the ai agent is the upsell they can. seems like when budgets tighten, the core system stays and the shiny add on is the first line questioned

Clam Clamwell

$SAP 
 
Q3 total revenue was 10.27 billion euros, up 13%, the first quarter above 10 billion euros. Cloud did it, up 26% to 6.67 billion euros, and current cloud backlog is up 28% to 24.14 billion euros. 
 
Non-IFRS operating profit crossed 3 billion euros too, up 18%, margin 29.5%. Full-year cloud guidance now points to the upper end of the 25.8 to 26.2 billion euro range. 
 
Legacy is still fading underneath, support revenue down 5% and licenses down 9%.

Krypton Research

$SAP Software giant SAP's Q3 cloud speedup leaned partly on a quarter-specific catch-up.

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