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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 upcoming Q3 report is the main focus, with traders debating whether guidance can clear a high bar as AI-linked stocks face pressure. Some expect strong growth to support the shares, while others warn that even a beat may disappoint given the valuation; the stocks recent decline has sharpened that divide.

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 shares have sharply reversed an Investor Day rally, with traders focused on whether its AI infrastructure backlog can justify heavy spending and debt despite managements cash-flow and capital-discipline outlook. The debate is split between bulls who view the buildout as a long-term growth opportunity and bears who question customer funding, backlog conversion, and the stocks weakness amid broader tech-sector pressure.

Cash Cat (CASHCAT) is a cryptocurrency launched in 2026and operates on the Robinhood Chain platform. Cash Cat has a current supply of 1,000,000,000. The last known price of Cash Cat is 0.0938856 USD and is up 2.53 over the last 24 hours. It is currently trading on 318 active market(s) with $8,318,268.61 traded over the last 24 hours. More information can be found at https://cashcattoken.xyz/.

Cash Cat

Cash Cat is drawing attention after a sharp, volatile rally on the Robinhood network, with traders pointing to exchange listingsincluding Upbitas a catalyst and watching for further momentum. Bullish holders frame dips as accumulation and speculate about a short squeeze, while skeptics call the moves pump-and-dump behavior and warn that gains have repeatedly faded.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforces announced acquisition of customer-engagement software company Braze has put the stock under pressure, with traders questioning the cost and potential returns while others see a strategic boost to its AI and marketing products. The deal debate is unfolding against broader concerns that AI could disrupt traditional SaaS businesses.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TGTXs breakout to a 52-week high has traders focused on the upcoming Q3 report and whether BRIUMVIs sales momentum will support the companys growth outlook. Bullish call-option activity and high-short-interest chatter are fueling squeeze speculation, while buyout talk remains unconfirmed.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

Liquidias settlement with United Therapeutics resolved the companies pending lawsuits and keeps YUTREPIA on the market for PAH, while giving up the PH-ILD indication. Traders are reacting to the reduced risk of a broader sales interruption with optimism about a rebound and potential short covering, while others focus on the lost market opportunity and substantial settlement payments as risks to future growth and cash.

Ethereum (ETH) is a cryptocurrency . Ethereum has a current supply of 122,180,209.38070502. The last known price of Ethereum is 2,270.17304981 USD and is up 0.59 over the last 24 hours. It is currently trading on 14230 active market(s) with $5,193,092,001.43 traded over the last 24 hours. More information can be found at https://www.ethereum.org/.

Ethereum

Discussion centers on the reported multibillion-dollar Binance hack and its potential spillover to Ethereum and broader crypto markets. Traders are split between fearing further selling and lost exchange confidence, and viewing the selloff as a buying opportunity amid claims Binance will cover customer losses.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

Discussion centers on claims that POET optical engines were featured in Foxconns photonics ecosystem, which traders view as validation of the existing FIT collaboration and possible precursor to purchase orders. Others caution that a demo does not establish commercial shipments, and frustration over limited order and revenue disclosures is prominent as investors look to earnings for evidence of execution.

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Global X Dow 30 Covered Call ETF

Discussion centers on broad-market volatility and the Dows relative strength versus tech-heavy indexes, with traders debating whether the Dow can hold support or join a broader decline. Macro concernsincluding rising yields, inflation, and Iran-related oil and geopolitical riskscompete with bullish calls for a continued rally.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is being swept up in a semiconductor selloff as traders question whether hyperscalers heavy AI spending can generate adequate returns and worry that any capex slowdown could hit custom-chip orders. Some see AVGO as collateral damage despite ongoing AI commitments, including Anthropic-related demand, while others argue its concentrated customer base leaves it exposed if spending falters.

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ETFs in Spotlight as IBM Rallies Post-Q2 Earnings Despite Top-Line Miss

 IBM shares rally despite a Q2 revenue miss as investors focus on AI momentum and margin expansion, shifting focus to ETFs exposed to the tech giant.

ETFs to Bet on as Oracle Slides 10% on Massive AI Spending Plans

Oracle's AI spending plans rattle investors, but strong cloud growth, AI demand and ETF exposure keep the tech giant in focus.

Can Oracle Deliver Another AI-Fueled Quarter? Analysts Believe The Setup Looks ‘Favorable’

Equity

Oracle is slated to report its fourth-quarter results after the markets close on Wednesday. 

IBM Stock Surges Premarket: Barclays’ Fresh Bull Call Highlights Quantum Potential, Retail Eyes $400 

On Monday, Barclays initiated coverage on the company’s shares with an ‘Overweight’ rating and a price target of $350, according to a report from Investing.com. 

IBM ETFs: Buy After Beat or Avoid Amid Cautious Outlook?

IBM beats Q1 estimates, but cautious guidance drags shares. Should investors buy IBM-heavy ETFs on the dip or stay on the sidelines?

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

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.


Bet on These ETFs to Capitalize on Oracle's 10% Hike Post Upgrade

As ORCL surges nearly 10% after a D.A. Davidson upgrade, ETFs with heavy exposure offer a diversified way to tap the rally.

ETFs to Watch as IBM Shares Jump Following Q4 Earnings Beat 

IBM shares jump after a Q4 earnings beat and upbeat outlook, prompting ETF investors to eye funds with heavy exposure to the tech giant.

ORCL Stock In Focus As Tech Giant Reportedly Launches Bond Offering To Cover Half Of 2026 Funding Needs

According to a Bloomberg report, the bond issuance, projected to total roughly $20 billion to $25 billion, will cover about half of Oracle’s 2026 financing needs.


ETFs in Focus on IBM's Q3 Earnings 

IBM shares fall on soft growth for Red Hat software business despite solid Q3 beat (per Bloomberg). Explore TDIV, TDVI, NXTE, SPDG & BUL for diversified exposure to the tech giant.

First Trust Exchange-Traded Fund VI - First Trust ETF VI First Trust NASDAQ Technology Dividend Index Fund

Neutral Sentiment

<ul class="summary-bullets"><li>Evercore ISI analyst Kirk Materne raised the price target on Oracle to $245 and maintained an ‘Outperform’ rating on the shares, indicating an upside potential of nearly 16% from its last close.&nbsp;</li><li>TD Cowen analyst Derrick Wood also raised the price target on Oracle to $300 from $250 with a ‘Buy’ rating on the shares ahead of Q4 results this week.</li><li>Analysts expect revenue to increase about 20% to $19.09 billion in the fourth quarter, according to estimates from Fiscal.ai.</li></ul>Oracle Corp. (ORCL) has drawn significant attention from retail investors and Wall Street analysts ahead of its fourth-quarter print due on Wednesday as all eyes are on the company’s ambitious capacity expansion plans amid growing AI demand.Retail chatter around the company jumped 234% in 24 hours, according to Stocktwits data, even as the company attracted price target hikes from multiple Wall Street analysts.<h2 class="st-heading-2">What’s Wall Street Saying?</h2>Evercore ISI analyst Kirk Materne raised the price target on Oracle to $245 from $220 and maintained an ‘Outperform’ rating on the shares, as per TheFly. This indicates an upside potential of nearly 16% from its last close.The analyst cited the company's upcoming fiscal Q4 results, citing optimism over the company’s strategic alignment and growth potential despite complexities around capital expenditure.TD Cowen analyst Derrick Wood also raised the price target on Oracle to $300 from $250 with a ‘Buy’ rating on the shares ahead of Q4 results this week. The analyst said that it thinks the combination of a step-up in GPU capacity alongside a cut to operating expenditure makes for a favorable setup, as per TheFly.Oppenheimer hiked the price target on Oracle to $275 from $235 with an ‘Outperform’ rating on the shares, while reiterating the company as its top 2026 pick ahead of Q4 results.Last week, Oracle received a series of <a href="https://stocktwits.com/news-articles/markets/equity/orcl-stock-is-shaking-off-ai-debt-jitters-q4-results-will-test-if-rally-is-here-to-stay/cZ0HxsQRe6w">price target increases</a> from Cantor Fitzgerald, RBC Capital, and Citi, among others.<h2 class="st-heading-2">ORCL Q4 Earnings Expectations</h2>Oracle is slated to report its Q4 results after the markets close on Wednesday. Analysts expect revenue to increase about 20% to $19.09 billion in the fourth quarter, according to estimates from Fiscal.ai. Earnings per share is expected to come in at $1.96 per share.In the third quarter, Oracle posted a 22% increase in revenue to $17.2 billion, bolstered by an increase in cloud revenue.<h2 class="st-heading-2">ORCL Stock: Retail Stance</h2>On Stocktwits, retail sentiment was in the ‘bullish’ territory at the time of writing.One user said, “Sure seems like they have been surpressing the price as much as they can before earnings. If earnings are a blow out the lid is coming off.”<stembedurl>https://stocktwits.com/Desert_Dweller/message/655823520</stembedurl>Another user estimated a price between $240 and $270 depending on the earnings results.<stembedurl>https://stocktwits.com/lionbr/message/655818785</stembedurl><a href="https://stocktwits.com/symbol/ORCL">ORCL stock</a> has gained over 19% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A smartphone held in a hand shows the logo of Oracle Corp. (Photo illustration by Cheng Xin/Getty Images)

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Hold rates steady

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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.

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