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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 strong Q3 results and raised outlook have been met with a selloff, prompting debate over whether its premium valuation already prices in exceptional growth. Bulls point to accelerating commercial AI demand and commercial revenue surpassing government revenue, while skeptics question whether the pace of new contracts can support the stocks high expectations.

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 a lower gross-margin outlook as rising memory costs pressure profitability, prompting a selloff despite strong iPhone sales. Traders are debating whether the pullback reflects justified concern over margins and valuation or a buying opportunity after the results.

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 sale and bond offering to fund its AI infrastructure buildout is the dominant focus, with traders concerned about dilution, rising debt and whether the spending will pay off. Some view the financing as a disclosed, finite step and are buying the selloff, while others see it as a sign of financial strain; broad tech weakness is adding pressure.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblazes Q3 resultsled by accelerating B2 cloud-storage growth, an earnings beat and raised revenue outlookhave renewed attention on its potential as an AI-storage provider. Bulls see the results as evidence of durable demand, while skeptics point to share-price weakness and risks tied to the large CoreWeave relationship.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD is attracting attention amid volatile trading and a prolonged slump in Chinese stocks, with traders split over whether its low valuation, cash balance and buybacks outweigh weak consumer demand and persistent selling. The pending EU review of its Ceconomy acquisition and upcoming earnings are discussed as possible catalysts, but the community is uncertain they will reverse the decline.

Marathon Petroleum Corp. engages in the refining, marketing, and transportation of petroleum products. It operates through the Refining and Marketing, and Midstream segments. The Refining and Marketing segment includes refining crude oil and other feedstocks, purchasing ethanol, and refined products for resale and distribution of refined products. The Midstream segment refers to transportation, storing, distribution, and marketing of crude oil and refined products. The company was founded in 1887 and is headquartered in Findlay, OH.

Marathon Petroleum Corp

Marathons Q3 results beat expectations, with a lower operating-cost outlook and expanded buyback, while the company also agreed to sell two Midcontinent refineries and related assets to CVR Energy. Traders are weighing the strong results and shareholder returns against the stocks pullback and the implications of the asset sale.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

Deutsche Banks Buy upgrade, citing AI-driven cybersecurity demand, is a prominent catalyst, alongside CrowdStrikes AI-security partnership expansion. Traders are divided: some see the AI opportunity as supportive, while others question the stocks steep valuation after its strong run-up; shares are lower despite the positive news.

Fabrinet engages in the provision of optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers (OEMs). The firm's services include process design and engineering, advanced optical packaging, printed circuit board assembly and test, new product introduction, supply chain and inventory management, and customized glass and crystal optics fabrication. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

Fabrinets strong quarterly results and raised outlook, tied to demand for AI data-center optics, are driving discussion. Traders are broadly impressed by the beat and growth outlook, though some point to volatile price action and question whether the results will translate into sustained gains.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

IEPs declared $0.50 third-quarter distribution is a key focus, alongside debate about whether the payout is sustainable amid hedge-related losses and concerns about debt and NAV. Some traders view the maintained distribution and CVR Energy stake as support, while others fear a future cut and criticize the partnerships prolonged share-price decline.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

ON Semiconductor Corp.

Onsemis quarterly earnings beat estimates, but the shares fell as traders weighed the results against concerns about acquisition spending and the outlook, alongside ongoing weakness in its automotive business. The community is split between optimism about rising AI data-center demand and the view that deal costs and auto exposure may overshadow the growth story.

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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.

Why Cloudflare Stock Took a Dive on Monday

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Shopify leads the Q3 2026 earnings volatility watchlist with a 12.08% implied move, followed by Cloudflare at 12.07%, as traders brace for earnings.read more...

Cloudflare (NET) Exceeds Market Returns: Some Facts to Consider

In the latest trading session, Cloudflare (NET) closed at $331.86, marking a +1.88% move from the previous day.

Is Cloudflare (NET) a Buy as Wall Street Analysts Look Optimistic?

Based on the average brokerage recommendation (ABR), Cloudflare (NET) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Cathie Wood-Led Ark Invest Sells PLTR, GOOG, SHOP Stocks — But Loads Up On PACB, FRNM And Other Biotech Firms

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Ark Invest reduced its exposure to several widely followed technology stocks during the session.

Cloudflare (NET) Stock Moves -1.18%: What You Should Know

The latest trading day saw Cloudflare (NET) settling at $303.61, representing a -1.18% change from its previous close.

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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

Bearish Sentiment

<ul class="summary-bullets"><li>The trades spanned ARK's actively managed ETFs, with some positions appearing across more than one fund.</li><li><a class="mention" data-mention="$ARKK" data-symbol-id="ARKK" href="https://stocktwits.com/symbol/ARKK" target="_blank">ARK Innovation ETF</a> pared its stake in four prominent companies, namely, Palantir, Alphabet, Shopify, and Cloudflare.</li><li>The buying activity was concentrated in ARKG, where Ark added positions across a group of biotechnology companies rather than concentrating its purchases in a single stock.</li></ul>Cathie Wood-led Ark Invest made a series of portfolio adjustments on Friday, trimming several technology and growth names while adding to a handful of biotechnology holdings.The trades spanned ARK's actively managed ETFs, with some positions appearing across more than one fund. The activity included changes to both established holdings and smaller healthcare-focused names.<h2 class="st-heading-2">ARK Pares GOOG, PLTR, CRWD Stakes</h2>Ark Invest reduced its exposure to several widely followed technology stocks during the session.In the ARK Innovation ETF (ARKK), the firm sold 15,302 shares of Palantir Technologies Inc. (PLTR). It also sold 17,740 shares of Shopify Inc. (SHOP), 65,812 shares of Alphabet Inc. (GOOG) and 9,215 shares of Cloudflare Inc. (NET).ARK had pared its stakes in Alphabet and Shopify&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-ark-invest-buys-biotech-stocks-sells-amd-spcx-goog/cZxTVbERBnq">last week as well</a>. Alphabet and Cloudflare also appeared among the sales in the ARK Next Generation Technology ETF (ARKW). ARKW sold 11,355 shares of Alphabet and 2,786 shares of Cloudflare.ARKW also sold 9,240 shares of Palantir, along with shares of CrowdStrike Holdings Inc. (CRWD), Circle Internet Group Inc. (CRCL), Roblox Corp. (RBLX), Rubrik Inc. (RBRK), Block Inc. (XYZ) and Everpure Inc. (P).The ARKW trades included the sale of 42,499 shares of Circle and 34,222 shares of Roblox.<h2 class="st-heading-2">ARKG Continues To Load Up On Biotech Stocks</h2>The buying activity was concentrated in the ARK Genomic Revolution ETF (ARKG), where Ark added positions across a group of biotechnology companies rather than concentrating its purchases in a single stock.ARKG bought 68,266 shares of Pacific Biosciences of California Inc. (PACB), 22,479 shares of Scribe Therapeutics Inc. (SCTX) and 169,498 shares of Freenome Inc. (FRNM).Pacific Biosciences was also added to the ARK Innovation ETF.Across the two funds, Ark therefore bought Pacific Biosciences in both ARKG and ARKK, while the ARKG purchases also included Scribe Therapeutics and Freenome.<a href="https://stocktwits.com/symbol/ARKG">ARKG’s price</a> closed up by nearly 1% in Friday’s regular trading session and rose nearly 0.2% during the after-hours trade. Retail sentiment on Stocktwits around ARKG trended in the ‘neutral’ territory at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stocktwits-weekly-spread-what-shaped-treasury-yields-and-the-dollar-this-week-2/cZUGd6zRBUa">Stocktwits Weekly Spread: What Shaped Treasury Yields And The Dollar This Week</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood, Founder & CEO, Ark Invest (Photo by Joe Raedle/Getty Images)

Cathie Wood-Led Ark Invest Sells PLTR, GOOG, SHOP Stocks — But Loads Up On PACB, FRNM And Other Healthcare Firms

ARK Investment Management LLC - ARK Genomic Revolution ETF

ARK Innovation ETF

ARK Next Generation Internet ETF

Circle

Freenome, Inc.

Alphabet Inc - Ordinary Shares - Class C

Cloudflare Inc

Everpure Inc

Pacific Biosciences of California Inc

Roblox Corp.

Rubrik Inc. - Class A

Scribe Therapeutics

Shopify Inc

Block Inc

$CRWD

$PANW

$NET

Cybersecurity is one of the market's most crowded trades right now, and $CRWD, $PANW, $NET, and $ZS each represent a different bet on where the next leg of growth comes from. If you had to put your money behind just one for the next 12 months, which are you choosing? Explain your reasoning in the comments.

Which cybersecurity stock will post the best performance over the next 12 months? 
 
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