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Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

DELL is trending following a significant earnings beat and a sharp increase in full-year revenue guidance, driven by surging AI server demand and a record backlog. While retail sentiment is overwhelmingly bullish, some traders expressed frustration over pre-earnings price volatility, characterizing it as market manipulation.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is trending following a significant post-earnings sell-off, where investors reacted negatively to margin compression and high expectations despite strong revenue growth and upbeat guidance. While some traders view the price drop as an attractive buying opportunity for a long-term AI play, others remain cautious about valuation and future margin pressure.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is trending following significant volatility as investors debate the impact of ongoing infrastructure development and expansion efforts, including its carbon-capture project in Rotterdam and data center capacity reservations. While some traders express frustration over financial performance and dilution concerns, others highlight the potential of the company's backlog and strategic partnerships as key long-term catalysts.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending following the initiation of analyst coverage with a bullish price target and a significant insider share purchase, both of which are being weighed against ongoing concern regarding satellite launch timelines and production manufacturing delays. While some investors view these developments as a potential turnaround for the stock, the community remains divided between those expressing long-term conviction in the company's technology and traders concerned by the absence of immediate commercial launch catalysts.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is trending as traders analyze its recent fiscal earnings report, which topped estimates and included an upbeat outlook for the upcoming fiscal year. While the company's cybersecurity platform growth remains a focal point, the stock has experienced volatile price action, with some investors expressing concern over its premium valuation relative to organic growth rates.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

Hewlett Packard Enterprise is trending as traders analyze its position within the AI infrastructure sector, often comparing the stock's valuation and market performance to peers like Dell and Supermicro ahead of upcoming earnings reports. While community sentiment is largely bullish, discussion remains fragmented due to debate over the company's growth outlook and its recent stock price consolidation.

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

MongoDB shares are volatile following an earnings report where a beat-and-raise was overshadowed by investor disappointment regarding the growth outlook for its Atlas cloud platform. While bulls point to strong long-term fundamentals and potential AI tailwinds, bears remain focused on decelerating growth metrics and stretched valuations.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is trending as traders analyze its competitive positioning and potential for long-term growth in the satellite imagery and geospatial data market ahead of upcoming earnings. While some investors express frustration over recent price weakness and the impact of sector-wide volatility, others emphasize the company's strong backlog and strategic value as a long-term defense and AI-integrated play.

GitLab, Inc. engages in the intelligent development, security, and operations (DevSecOps) platform for software innovation. It enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab is surging following a strong fiscal second-quarter earnings report that featured a revenue beat, record new customer growth, and raised guidance. Investors and analysts are highlighting the company's progress with its AI-driven Flex offering and improved sales execution as key catalysts for the positive market reaction.

Deere & Co. engages in the manufacture and distribution of equipment used in agriculture, construction, forestry, and turf care. It operates through the following segments: Agriculture and Turf, Construction and Forestry, and Financial Services. The Agriculture and Turf segment focuses on the distribution and manufacture of a full line of agriculture and turf equipment and related service parts. The Construction and Forestry segment offers machines and service parts used in construction, earthmoving, road building, material handling and timber harvesting. The Financial Services segment finances sales and leases by John Deere dealers of new and used agriculture and turf equipment and construction and forestry equipment. The company was founded by John Deere in 1837 and is headquartered in Moline, IL.

Deere & Co.

Deere & Co

Deere is trending as traders highlight strong bullish momentum and a breakout to record highs, fueled by positive analyst upgrades and the company's strategic integration of AI-powered technology in its farm equipment. While the discussion features excitement over significant gains in call options, some traders express skepticism regarding the company's valuation and the broader agricultural demand cycle.

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Nasdaq Futures Slip As Rising Iran Tensions, Oil, Treasury Yields Keep Wall Street On Edge: NVDA, DELL, CRDO, NIO, RKLB, MSTR In Focus

QQQ is trending as traders react to rising Treasury yields, higher oil prices driven by escalating Middle East tensions, and ongoing labor market uncertainty. While some investors fear a potential market downturn due to these macro headwinds, others are focused on 'buy the dip' opportunities and optimism surrounding AI-related earnings strength.

Greg Abel Says AI Data Center Power Demand Is A ‘Big Constraint’ – And A Berkshire Opportunity 

Equity

In an interview with CNBC, Berkshire Hathaway CEO Greg Abel said the broader economy is “incredibly vibrant,” and that the underlying fundamentals remain “strong.”


DELL Stock Shrugs Off Market Slump As Analysts See ‘Surging’ AI Demand After 'Blowout' Q2 Beat

BofA said demand “continues to outpace supply” and raised its Dell price target to $600 from $505.

Retail sentiment on Stocktwits turned ‘bearish’ on SPY and QQQ amid escalating tensions in the Middle East and rising oil prices and Treasury yields. 


DELL Stock Jumps Premarket: Analyst Calls Dell’s Q2 Beat-And-Raise The ‘Most Bullish’ AI Report Since Nvidia’s

Dell’s blowout quarter and bigger AI backlog reignite investor optimism around the infrastructure spending boom.


Why Tech Stocks Rule The Market, Even As Their Revenue Trails Consumer And Banking Giants

It’s not about how much companies manage to sell; it’s about how much they manage to keep.


Dow, S&P 500, Nasdaq Futures Decline As Iran Jitters Spook Markets: DJT, USO, DELL, CRDO Stocks In Focus

The September trading session started with escalating tensions with Iran after the U.S. launched fresh attacks on the Middle Eastern country near Hormuz.

ORCL Stock Extends Fall Overnight After Analyst Cuts Price Target, Flags Analyst Day As Key Catalyst: Retail Watches Cautiously

Investors are looking for Oracle to prove that its massive AI infrastructure bet can translate into profitable cloud growth.


S&P 500, Dow, Nasdaq Futures Flat After Indices End Lower On US-Iran Stalemate — DELL, PANW, FRVO, AAPL, TTWO In Focus

The ‌U.S. military on Tuesday said it began striking Islamic Revolutionary Guard Corps (IRGC) targets in ⁠Iran.

US Forces Strike Iranian Targets Near Strait Of Hormuz, Sending Oil Prices Higher — USO, SPY, QQQ, DIA In Focus

The ‌U.S. military said it began striking Islamic Revolutionary Guard Corps (IRGC) targets in ⁠Iran on Tuesday.

Jensen Huang Says Cyberattacks Will Grow ‘Exponentially’ — Nvidia, CrowdStrike Build AI ‘Superintelligence’ For Cyber Defense

CrowdStrike and Nvidia announced a partnership to build SafeMind, designed to defend enterprises against increasingly autonomous cyberattacks.


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Rising 10-year Treasury yields above 4.8% are creating significant selling pressure and heightened fear across equities.

Investors are debating the sustainability of massive capital spending on data centers amid rumors of potential semiconductor tariffs.

Traders are venting frustrations over alleged market manipulation and suspicious intraday pumps used to lure retail investors.

Escalating tensions and conflicts in the Middle East continue to drive oil volatility and undermine overall investor confidence.

Frustrated traders are bracing for recurring 'fake outs' where markets reverse direction sharply to burn speculative short positions.

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