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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

A stronger-than-expected Q3 and raised outlook, alongside managements assurances about AI demand and funding, have fueled a sharp rebound in CoreWeave shares. Traders are calling it a short squeeze and celebrating the CEOs canceled stock-sale plan, while skeptics say heavy debt, interest costs, and expansion spending remain significant risks.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUMs Q3 results are drawing attention after record revenue and its first positive adjusted EBITDA quarter, with traders focused on growth from Quake AI and the Northern Data acquisition. Bulls see evidence that its AI-infrastructure pivot is gaining traction and speculate high short interest could amplify the rally, while skeptics point to financing needs, cash burn, and uncertainty around future data-center expansion.

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

Microsoft shares drew selling as traders weighed Anthropics Claude workplace tools, including spreadsheet and office products, as a potential challenge to Office and Copilot. The community debated whether the launch signals real disruption or whether Microsofts deeply embedded enterprise ecosystem limits the threat.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

BRUN is drawing attention as traders connect its move to strength in AI infrastructure and neocloud peers such as CoreWeave and Nebius, while looking ahead to the companys Q3 results. Bulls expect the sector momentum and earnings to help a recovery, but others remain cautious after the steep selloff and say execution must validate the optimism.

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

POETs sharp rebound after a steep tech and photonics selloff has prompted speculation about an oversold bounce and short covering. Traders are also looking ahead to the companys Q3 report for evidence of shipments and production progress, while skeptics stress that its AI-optics opportunity still needs commercial execution.

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

Netlists Q3 results and outlook are driving attention: traders are weighing stronger year-over-year sales, a return to profitability and recurring Samsung and Micron licensing revenue against the share-price decline after reported results fell short of some expectations. Bulls attribute the gap partly to the accounting treatment of Samsungs upfront fee and anticipate further growth, while others are cautious about lower sequential product sales and the lack of a confirmed SK Hynix deal or Nasdaq uplisting.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas stronger-than-expected quarterly results and raised outlook, alongside improving profitability and cash flow, have fueled a sharp rebound toward recent highs. Bulls view the results as confirmation of continued growth, while others point to volatile post-earnings trading and resistance near prior highs.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Hotter-than-expected inflation and stronger Fed rate-hike bets have pressured gold as the dollar and Treasury yields rise. Traders are divided between expecting further losses and buying the dip, with sharp reversals keeping the discussion focused on golds volatile outlook.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals completed European Lithium merger and resulting full ownership of the Tanbreez rare-earth project are driving attention, with traders also weighing the added shares against the deals expanded assets and cash position. Bulls see strategic long-term potential, while skeptics focus on dilution, weak price action, and the projects development timeline.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X ETF

Sharp swings in semiconductor stocks, fueled by worries about AI and data-center spending, have driven intense trading in SOXS, a leveraged bearish semiconductor ETF. Traders are split between expecting more chip-sector downside and betting on a rebound, while many caution that the funds daily leverage and volatility make it risky to hold.

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Stocktwits Tech Watch: ASML, TSMC Earnings This Week And Apple’s Next Home Play 

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ASML and TSMC earnings this week will offer clues about AI-chip demand and the outlook for Nvidia’s supply chain. 


Tesmec SpA designs, manufactures and sells products, technologies and integrated solutions for the construction, maintenance and efficiency of infrastructures related to the transport and distribution of energy, data and material. It operates through the following business segments: Energy, Trencher, and Rail. The Energy segment is consisted of machines and integrated systems for overhead and underground stringing of power lines and fiber optic cables; and integrated solutions for the efficiency, management, and monitoring of low, medium and high voltage power lines. The Trencher segment includes crawler trenching machines for excavation; consultancy and excavation services on customer request; and multi-purpose site machinery. The Rail segment is comprised machines and integrated systems for the installation, maintenance and diagnostics of the railway catenary wire system, as well as customized machines for special operations on the line. The company was founded in 1951 and is headquartered in Grassobbio, Italy.

Tesmec S.p.a.

Bearish Sentiment

<ul class="summary-bullets"><li>Investors will watch chipmaking equipment orders and AI-driven semiconductor demand for clues about the sector’s outlook.</li><li><a class="mention" data-mention="$AAPL" data-symbol-id="AAPL" href="https://stocktwits.com/symbol/AAPL" target="_blank">Apple</a> could introduce a touchscreen home hub and refreshed HomePod mini and Apple TV devices at its Oct. 13 event.</li><li>Nvidia-backed Firmus shelved its IPO plans.</li></ul><p>Major U.S. banks will report quarterly earnings, starting with JPMorgan Chase on Tuesday and kicking off the third-quarter earnings season. While most tech firms will report in the coming weeks, results from AI infrastructure players ASML and TSMC this week could set the tone for what’s to come.</p><p>Meanwhile, Apple fans could see the company unveil new smart-home devices at its Oct. 13 “Welcome Home” event, potentially including HomeView, its rumored first smart-home hub with a touchscreen display.&nbsp;&nbsp;</p><h2 class="st-heading-2"><strong>Tech IPO Watch</strong></h2><p>Nvidia Corp.-backed AI data center company <strong>Firmus</strong> scrapped its plans for what would have been one of Australia's biggest-ever stock market listings, blaming "recent market volatility and prevailing market conditions."</p><p>Bloomberg later&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-10-08/nvidia-backed-firmus-is-set-to-postpone-ipo-weigh-private-round">reported</a> that some investors had suggested that its pricing strategy was aggressive and the company would now pursue a private funding round.</p><p>Meanwhile, AI cloud-computing company <strong>Lambda</strong>, also backed by Nvidia, is reportedly seeking to raise as much as $4 billion in what could be its final private funding round before going public.</p><h2 class="st-heading-2"><strong>Tech Earnings</strong></h2><p><strong>ASML (Oct. 14):</strong> Investors will look for order bookings and outlook for 2027 as AI-driven demand for advanced chips fuels spending on chipmaking equipment, while monitoring export restrictions and China demand.&nbsp; Analysts expected the Dutch firm’s third-quarter revenue to rise 56% to $13.13 billion, per Koyfin.</p><p><strong>Taiwan Semiconductor Manufacturing Co. (Oct. 15):</strong> With record Q3 revenue already reported, investors will focus on Q4 guidance, gross margins and 2027 AI-chip demand, assessing whether surging demand from customers such as Nvidia can offset rising production costs and capital spending.</p><h2 class="st-heading-2"><strong>Tech Events</strong></h2><p><strong>LA Tech Week (Oct. 12-18; Los Angeles):</strong> The conference will focus on AI, startups, venture capital and fundraising; the official schedule includes events featuring Andreessen Horowitz (a16z) co-founder Ben Horowitz’s firm and a session with Sphere CEO Brian Roberts.</p><p><strong>Apple ‘Welcome Home’ event (Oct. 13; New York):</strong> Apple is expected to spotlight its smart-home strategy, potentially unveiling a touchscreen home hub alongside refreshed HomePod mini and Apple TV hardware.</p><p><strong>TechCrunch Disrupt (Oct. 13-15; San Francisco):</strong> One of the industry’s biggest startup pitching and funding event is back, this time featuring Rivian CEO RJ Scaringe, Amazon devices executive Panos Panay, Replit CEO Amjad Masad, Cerebras Systems CEO Andrew Feldman and actor-turned-entrepreneur Mark Wahlberg, among other speakers.</p><h2 class="st-heading-2"><strong>Tech Winners And Losers Ahead Of Monday</strong></h2><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col></colgroup><tbody><tr><td><strong>Nasdaq-100 Gainers</strong></td><td><strong>Nasdaq-100 Losers</strong></td></tr><tr><td>Shopify (up 15.8%)</td><td>ARM (down 13.4%)</td></tr><tr><td>MercadoLibre (up 11.4%)</td><td>Intel (down 12.3%)</td></tr><tr><td>Autodesk (up 11%)</td><td>Teradyne (down 10.3%)</td></tr></tbody></table></figure></div><p>Last week, the Invesco QQQ Trust Series 1 (QQQ) rose 0.2%, the iShares Semiconductor ETF (SOXX) declined 5.1%, and the iShares Expanded Tech-Software Sector ETF (IGV) rose 3.9%.</p><p>&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amzn-stock-inches-up-overnight-amazon-reportedly-nears-7-b-deal-for-decart-ai-after-anthropic-walks-away/cZx4vJsRBFf+">AMZN Stock Inches Up Overnight: Amazon Reportedly Nears $7B Deal For Decart AI After Anthropic Walks Away</a></p><p>&nbsp;</p>

Consumers shop in an APPLE smart home store in Shanghai, China, on May 13, 2025. (Photo by Costfoto/NurPhoto via Getty Images)

ASML and TSMC earnings this week will offer clues about AI-chip demand and the outlook for Nvidia’s supply chain. 

ASML, TSMC Earnings And Apple’s Smart Home Push: Tech Catalysts To Watch This Week 

Apple Inc

ASML Holding NV

Yes, by year-end

Yes, but not this year

No, he stays as CEO

He steps down on his own

Do you think Jensen Huang will be removed as Nvidia’s ($NVDA) CEO?

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Do you think Jensen Huang will be removed as Nvidia’s (

Current Price	$0.4078
Prev Close	$0.4526
Open	$0.4098
Dividend Yield	0.00%
50-Day Moving Average	$0.517
Beta	-0.29
Avg. Volume	9,665.23
PE Ratio	92.68

52-Week High	$0.6813
52-Week Low	$0.112
Market Capitalization	$245.39M
EPS (Annual)	-$0.0046
Price to Book	2.77
Revenue Per Employee	$316,353.05

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