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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros strong quarterly results and higher outlook have been met with a sharp selloff. Traders debate whether margin pressure, reliance on a major customer and cash-flow concernsor election-related uncertainty around data-center expansionoutweigh robust AI-server demand; bullish investors view the reaction as disconnected from the results.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude oil falls sharply on hopes that US-Iran negotiations could ease Strait of Hormuz supply disruptions, unwinding some of the conflict-driven risk premium. Traders are divided over whether deal reports signal genuine de-escalation or whether renewed hostilities could send oil higher, fueling volatile bullish and bearish positioning.

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

A sharp rebound to fresh highs after Apples earnings-related pullback has traders debating whether buyers are rotating into mega-cap stocks and forcing a short squeeze. Bulls point to the stocks strength, while skeptics call the rally excessive given valuation and margin concerns, including rising memory costs.

Sterling Infrastructure, Inc. engages in the provision of construction solutions. It operates through the following segments: Transportation Solutions, E-Infrastructure Solutions, and Building Solutions. The Transportation Solutions segment provides infrastructure and rehabilitation services for highways, roads, bridges, airports, ports, light rail systems, water and wastewater facilities, and storm drainage systems. The E-Infrastructure Solutions segment develops advanced, large-scale site development systems and services for data centers, e-commerce distribution centers, warehousing facilities, transportation projects, energy infrastructure, and other specialized developments. The Building Solutions segment provides residential and commercial concrete foundation services for single-family and multi-family homes, as well as parking structures, elevated slabs, and other concrete construction projects. The company was founded in 1955 and is headquartered in The Woodlands, TX.

Sterling Infrastructure Inc

Sterling Construction Company, Inc.

STRL is drawing attention after a sharp selloff despite strong earnings and a sizable backlog, as traders debate whether the stocks valuation and exposure to the AI/data-center buildout are being repriced. Some worry that political pushback or slower data-center construction could threaten future work, while others view the decline as an overreaction given signed contracts and Sterlings broader construction business.

Select Sector SPDR Trust (The) - State Street Energy Select Sector SPDR ETF

Energy Select Sector SPDR Fund

A sharp pullback in XLE is drawing attention as crude prices fall on hopes of U.S.-Iran de-escalation and easing supply fears. Traders are split between buying the dip and expecting further weakness, with some arguing that ongoing conflict and shipping risks could keep oil prices volatile.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weaker outlook and sharp post-earnings selloff are being contrasted with AMDs stronger AI and data-center results, fueling debate over whether Intel can catch up and attract foundry customers. Some traders cite CEO Lip-Bu Tans reported share purchase and Intels role in domestic manufacturing as reasons for optimism, while others focus on competitive and execution concerns and speculation about election-related risks to data-center growth.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts sharp rally and move to fresh highs are widely attributed by traders to the election outcome easing uncertainty and prompting a rotation into mega-cap hyperscalers, with its strong cloud and AI results also cited. Some see the election-driven move as temporary and remain concerned about AI spending and possible data-center restrictions.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

VGs selloff is being tied to concerns that its contracted LNG cargoes leave limited exposure to elevated spot prices, alongside debt and BP arbitration risks highlighted in company disclosures. Traders are divided between buyers focused on LNG demand and future growth and skeptics worried about cash flow, insider selling, and the outlook for earnings.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers Q3 earnings are driving attention, with traders highlighting revenue and adjusted-EPS beats, strong bookings growth, and improving profitability. Optimism is tempered by debate over a somewhat soft Q4 outlook and concerns about mobility revenue and driver availability; the planned robotaxi expansion is also part of the longer-term discussion.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflares sharp selloff has traders debating whether its premium valuation leaves little room for error, with some blaming broader weakness in software and cybersecurity ahead of earnings. Bulls view the pullback as a buying opportunity, while bears argue the stock remains expensive and question whether AI-related traffic can translate into revenue.

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Speedus Corp. operates through its subsidiaries which include Zargis Medical Corp. and Density Dynamics Corp. Zargis Medical develops advanced telemedicine and diagnostic support products for healthcare professionals and Density Dynamics provides solid-state storage and I/O acceleration technology. The company was founded on October 3, 1995 and is headquartered in Freehold, NJ.

Speedus Corp.

Hold rates steady

Cut 25 bps

Hike 25 bps

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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