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A sharp reversal in index futures following Meta and Tesla earnings is driving discussion, as traders question whether the results justify heavy AI spending and note that gains faded after hours. Iran-related escalation fears, elevated oil prices and weakness in Asian markets add to bearish concerns, while some traders view the selloff as an overreaction and expect a rebound.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias Q3 results beat expectations, while strong AI and cloud demand and the live AI-RAN call with Nvidia and T-Mobile add to the bullish case. Traders are divided: some see momentum in Nokias AI-networking shift, while others question how quickly orders will become revenue and worry that gains may fade as they have after past positive news.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas quarterly results are the main focus: strong ad-driven revenue growth and upbeat guidance drew support, while a one-time legal charge weighed on reported earnings. Traders are divided over the outlook, with bulls pointing to ad strength and AI potential and bears questioning heavy AI spending, negative free cash flow and the new non-voting share class; early post-report gains faded.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is under pressure alongside a broader selloff in Chinese internet stocks as the Hang Seng Tech Index fell below 4,000, with traders pointing to sector weakness rather than a clear company-specific catalyst. The community is split between seeing the drop as a buying opportunity and viewing it as continued evidence of persistent weakness in Chinese equities.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas quarterly results and earnings call sparked a post-report reversal, as traders focused on weak growth and profit trends, reduced capital-spending guidance, and a slower Optimus ramp despite better-than-expected adjusted earnings and cash flow. The community debated whether the selloff reflects execution concerns or overlooks Teslas AI and autonomy ambitions, while a potential SpaceX merger remains an uncertain, closely watched storyline.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Researchs strong quarterly results failed to satisfy investors, and shares sold off as traders focused on a December outlook constrained by supply bottlenecks and an expected decline in China revenue. The community is split between seeing the delays as a temporary timing issue amid durable AI-related demand and viewing the guidance and China exposure as reasons for caution.

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 sharply raised preliminary revenue and gross-margin outlook, attributed to strong AI-server demand, drove attention, alongside its Nokia/Nvidia AI-RAN collaboration. Traders welcomed the demand signal but debated why the shares gave back part of their initial gains, citing concerns about management credibility, margins, cash conversion and whether the improvement will hold through finalized results.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

TD Cowens downgrade to Hold, citing soft October sales and a tougher sales outlook ahead of earnings, is driving attention as CMG falls to a multiyear low. Traders are divided between expecting further declines and viewing the selloff as a buying opportunity, with some pointing to other analysts more constructive ratings.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention after a sharp futures selloff erased much of the prior advance, with traders weighing Meta and Tesla earnings against concerns that heavy AI spending may not deliver adequate returns. Iran-related risk and rising oil prices are also cited as headwinds, while the community remains split between expecting further losses and buying the dip.

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

NVIDIAs GTC Berlin unveiling of its modular DSX POD AI-factory design is drawing attention, with traders viewing faster data-center deployment as support for continued AI infrastructure demand. Optimism is tempered by debate over the returns on heavy AI spending, power constraints, and whether the shares can sustain their rebound.

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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.

Neutral 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

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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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Drop a comment with when you expect the first cut/hike to be.

Current Price	$0.5306
Prev Close	$0.5007
Open	$0.5482
Dividend Yield	0.00%
50-Day Moving Average	$0.5194
Beta	-0.21
Avg. Volume	17,160.43
PE Ratio	132.65

52-Week High	$0.6813
52-Week Low	$0.112
Market Capitalization	$319.29M
EPS (Annual)	-$0.0046
Price to Book	3.60
Revenue Per Employee	$316,353.05

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