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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

Apples earnings beat was overshadowed by guidance for lower holiday-quarter gross margins as memory costs rise, with traders also flagging slower Services growth and a rich valuation. The reaction is broadly bearish, though some see the selloff as an overreaction to an otherwise strong quarter and a buying opportunity.

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

AMDs upcoming quarterly report is drawing attention amid a sharp semiconductor selloff, amplified by Intels weak outlook and concerns that softer PC demand may signal broader chip weakness. Traders are split over whether AI and data-center growth and forward guidance can ease the pressure, while others warn that a beat alone may not overcome valuation concerns or worries about AI spending and margins.

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, have been overshadowed by a post-earnings selloff as traders debate its rich valuation and whether expectations were already too high. Bulls see the decline as a buying opportunity, while bears point to valuation risk and weakness across AI stocks.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

SLV is drawing attention amid a steep, sustained retreat in silver, with traders focused on fresh lows, support and whether the metal is oversold. Bears expect more downside and question its safe-haven role, while dip buyers point to long-term demand; claims that shorting or manipulation is driving the decline remain speculation.

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 stock-and-bond offering to fund its AI infrastructure expansion has drawn attention as shares sold off. Traders are debating whether the financing signals troubling debt and dilution risks or is a previously disclosed, limited step toward completing the buildout.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Sellass REGAL Phase 3 trial reached its prespecified 80th event, triggering final analysis of GPS for AML and focusing traders on the pending topline results; a separate SLS009 update is also part of the discussion. The sharp pullback has split the community between bulls who see volatile pre-readout positioning and bears who suspect distribution or a negative signal, though the trial results are not yet established.

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

SanDisks steep selloff despite strong results and an upbeat demand outlook has traders debating whether memory-sector weakness, including Kioxias cautious outlook, signals a peak in the AI-driven cycle. Bulls point to tight supply and rising memory prices, while bears see further downside and question whether the recent growth can last.

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

SNOW is drawing attention after a sharp decline and a break below a recent support level, amid weakness across software stocks. Bearish traders cite valuation and concerns that AI could pressure consumption-based software demand, while some see the selloff as a buying opportunity and point to call activity.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDBs CEOs abrupt departure to join Meta, announced just before Investor Day, triggered heavy selling and continued volatility; former CEO Dev Ittycheria returned as interim chief, and the company reaffirmed its outlook. Traders are split between calling the selloff an overreaction amid upbeat AI-product announcements and buybacks, and citing leadership uncertainty, valuation, and questions about whether AI projects will become paid production workloads.

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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Tokyo Electron Ltd. engages in the development, manufacture, and sale of semiconductor production equipment and industrial electronics products for flat panel display manufacturing equipment. It operates through the Semiconductor Production Equipment (SPE) segment. SPE handles the development, manufacture, service, and distribution of coaters/developers, plasma etch systems, thermal processing systems, single wafer deposition systems, cleaning systems, wafer probers, and other semiconductor production equipment. The company was founded on November 11, 1963 and is headquartered in Tokyo, Japan.

Tokyo Electron Ltd - ADR

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Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.30	--	--	N/A
Q2 '26	$0.27	$0.30	8.62%	BEAT
Q1 '26	--	$0.23	--	N/A

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