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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 planned equity and bond offerings to finance its AI infrastructure buildout are driving the selloff, with traders focused on dilution, rising debt and whether the capital needs signal financial strain. Bulls argue the financing was part of a previously outlined plan and could support growth, while bears question the timing and whether AI demand will generate enough cash flow.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells all-stock agreement to acquire Lumentum for AI optical-connectivity capabilities is driving attention, with investors weighing the strategic fit against concerns about dilution, the purchase price, and the long wait for the deal to close. The reaction is largely negative, though some traders see the combination as a long-term opportunity in AI infrastructure.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is drawing attention after UBS upgraded the stock to Buy, framing its recent selloff as an opportunity ahead of the R2 ramp; traders are also pointing to stronger quarterly results and raised delivery guidance. Bullish calls and short-squeeze speculation contrast with concerns about persistent losses, cash burn, and whether production can scale smoothly.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum is driving attention, with the fixed share exchange tying LITEs implied value to MRVLs stock price until the deal closes. Traders are split: some see strategic upside from combining Marvells connectivity business with Lumentums AI-optics technology, while many criticize the terms and long closing timeline as unfavorable for LITE holders, amid a sharp selloff.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors upcoming FDA decision on deramiocel for Duchenne muscular dystrophy is driving attention, with traders reading new commercial-launch job postings and a more flexible FDA stance on rare-disease therapies as possible signs of approval. Others caution that hiring is not proof of a favorable decision and point to the prior advisory-panel concerns and efficacy debate; the outcome remains uncertain.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras is under pressure amid a Culper Research short report alleging its wafer-scale chips have short field lifespans and costly power requirements, with traders also focused on newly unlocked shares and upcoming lockup expirations. The community is split between concerns that the claims undermine the business economics and bulls who call the report unproven or self-interested, pointing to Oracle and other customer relationships as counterevidence.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

UPSTs steep slide to fresh 52-week lows is driving attention, with traders focused on concerns about the companys debt and liquidity, its exposure to higher rates, and weak demand for the shares. Bulls point to growth prospects and a potential bank charter, while bears argue that financing risks and the persistent downtrend outweigh those positives.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons rebound after its earnings-related selloff is the main focus, with traders weighing stronger AWS growth and cloud demand against heavy AI infrastructure spending and pressure on free cash flow. Many view the recovery as evidence the selloff was overdone, while others remain concerned about whether the spending will generate returns.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPals Q3 results are driving mixed reactions: adjusted earnings beat expectations and the company raised its full-year outlook, but revenue missed and growth remained modest. Bulls point to cash flow and buybacks, while bears question checkout momentum and margins; takeover speculation is circulating but remains unconfirmed.

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 sharp rebound and relative strength amid a broader tech selloff have fueled speculation about a TeslaSpaceX merger, alongside attention to robotaxi expansion and rising Nordic registrations. Bulls see the merger chatter and autonomy story as supportive, while skeptics argue Teslas high valuation could make a deal unattractive or dilutive; no merger is confirmed.

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