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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 quarterly earnings are driving attention: the company beat headline expectations, with strength in iPhone and Mac sales, but weaker China and some product-category resultsand a boost from tariff refundstempered the report. Traders are debating the muted, slightly negative share reaction and whether the results justify Apples valuation, with many looking to the CEOs call and outlook for direction.

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 quarterly results beat expectations and came with raised guidance, supported by rapid U.S. commercial growth and AI demand. Traders are split over the muted, volatile share reaction: bulls point to strong execution, while skeptics argue high valuation and lofty expectations leave room for a sell the news response.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs steep decline is driving discussion, with traders focused on a tech- and AI-led selloff and doubts about whether heavy AI spending will deliver sufficient returns, alongside election and geopolitical uncertainty. Bearish traders see further downside, while others view the pullback and oversold conditions as a buying opportunity.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is under pressure in a semiconductor selloff following Intels disappointing report, with traders debating whether Intels weakness is company-specific or signals broader chip-demand concerns. AMDs upcoming earnings and guidance are seen as a key test, though views are split between hopes for a rebound and fears of further declines.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehrs Q1 report beat expectations and raised its fiscal 2027 revenue outlook, while strong bookings and backlog reinforced the AI chip-testing growth story. Traders largely praised the results, though some questioned the stocks valuation and its decline despite the upbeat report amid broader market weakness.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs Phase 3 REGAL trial reaching its prespecified 80th event triggered final analysis, with GPS topline results expected this quarter, making the stock a high-stakes pre-readout biotech trade. A sharp selloff after the milestone has split traders: some attribute it to profit-taking or short pressure and are holding for positive AML data, while others see the decline as a warning and question the trials prospects; the results remain unknown.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is caught in a sharp semiconductor and memory-stock selloff, with traders connecting the pressure to Kioxias cautious outlook and fears that AI-driven demand or pricing may be nearing a peak. Bulls argue memory supply remains tight and Microns fundamentals are strong, while bears see continued downside risk from cooling expectations and memory-cycle concerns.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp selloff in semiconductor and AI-linked stocks is driving heavy attention to SOXL, whose 3 leverage magnifies the sectors losses. Traders are split between buying the dip and expecting further downside, with concerns about AI spending and chip-company results adding to broader market and election-related uncertainty.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

Reports that nonprofit Usona has submitted an FDA application for psilocybin to treat major depressive disorder have intensified concerns about competition and who may reach the market first, contributing to a sharp selloff. Traders dispute the threat, noting COMP360 targets treatment-resistant depression and questioning whether Usonas reported filing has been confirmed or accepted; many are also watching for clarity on Compasss own NDA timeline.

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

Fabrinet is drawing attention after traders highlighted a strong quarterly earnings beat and upbeat guidance, reinforcing its role in AI data-center optical manufacturing. Despite the results, the share price is lower, prompting debate over why strong fundamentals are not translating into a positive market reaction.

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SMCI is drawing attention ahead of its quarterly earnings report, with traders weighing whether results and guidance can support the stock after a steep selloff despite preliminary revenue and margin signals. Bulls point to AI-server demand and a low valuation, while bears focus on cash flow, margins, management credibility, and weakness across tech and AI stocks.

The decline appears tied in part to broader weakness across tech and AI infrastructure stocks. Traders are also focused on SMCIs cash flow, margins, and potential financing or dilution risks ahead of earnings, despite upbeat preliminary results.

Super Micro Stock Slips: What's Going On?

Super Micro Computer is falling Monday, a day ahead of its Q1 earnings report, as concerns over AI spending weigh on data center stocks.read more...

Should You Buy, Sell, or Hold Vertiv Stock Post Q3 Earnings?

VRT's surging AI data center demand, robust order growth, strategic partnerships, and upbeat Q4 outlook strengthen its long-term growth prospects.


What To Expect In Markets This Week: AAPL, PLTR, AMD, SMCI, SHOP, Earnings, Jobs Report And More

Equity

The week will bring results from some of the market’s most closely watched technology companies, while a major labor-market report could provide an important read on the health of the U.S. economy.

Beyond Nvidia And Hyperscalers: Beth Kindig Sees A $1 Trillion AI Infrastructure Opportunity For These Stocks

Kindig said in a recent note that shifting AI spends could create a massive opportunity for companies supplying the servers, CPUs, networking, and more.

Should You Buy, Sell or Hold SMCI Stock Before Q1 Earnings?

Super Micro Computer heads into Q1 earnings with strong AI server demand, expanding rack-scale and liquid-cooling solutions, and a positive Earnings ESP.

Super Micro Computer (SMCI) Rises Higher Than Market: Key Facts

Super Micro Computer (SMCI) closed at $35.81 in the latest trading session, marking a +2.05% move from the prior day.

Vertiv Expands AI Data Center Footprint: Can It Beat APH and SMCI?

VRT expands its AI data center footprint with SmartIT and NVIDIA collaborations, boosting deployment efficiency as competition from APH and SMCI intensifies.


Can Vertiv's Americas Strength Drive Robust Q3 2026 Earnings Growth?

VRT's Q3 2026 earnings outlook looks promising, with surging AI infrastructure demand, growth in the Americas, manufacturing expansion, and cooling solutions fueling momentum.


SMCI-Backed Argentum AI In Talks To Secure $5B To Finance Chip Buying: Report 

Chicago-based artificial intelligence cloud provider Argentum AI is negotiating a $5 billion debt package with a major private credit firm to acquire graphics processing units.


Can SMCI's DCBBS and DLC Improve its Financial Outlook in 2026?

Super Micro Computer is expanding integrated AI data-center solutions and liquid cooling, with rising rack capacity and upward earnings revisions shaping its 2026 outlook.

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

Bullish Sentiment

<ul class="summary-bullets"><li>Apple and Palantir are set to report on Monday after the closing bell, followed by AMD and Super Micro Computer on Tuesday.</li><li>Other major companies reporting their latest quarterly results this week are Uber, Snap, Shopify, Pfizer and Moderna.</li><li>The week will end with the October jobs report from the Bureau of Labor Statistics on Friday, giving investors a fresh look at the health of the U.S. labor market.</li></ul>U.S. markets are heading into another busy week, with corporate earnings, key economic data and several potential market-moving developments on the calendar. After a volatile end to October, investors will be looking for fresh signals on the strength of the economy and the outlook for risk assets.The week will bring results from some of the market’s most closely watched technology companies, while a major labor-market report could provide an important read on the health of the U.S. economy.Investors will also be watching comments from Federal Reserve officials for clues about how policymakers are viewing the path for interest rates.<h2 class="st-heading-2">AAPL, PLTR, AMD, SMCI Earnings In Focus</h2>Apple Inc. (AAPL) and Palantir Technologies Inc. (PLTR) are set to report on Monday after the closing bell, followed by Advanced Micro Devices Inc. (AMD) and Super Micro Computer Inc. (SMCI) on Tuesday.Investors will be watching not just the headline numbers, but also what the companies say about demand and the outlook for AI-related spending.Apple is expected to report earnings per share (EPS) of $1.98 on revenue of $113.27 billion, according to Fiscal.ai data. Palantir is expected to report an EPS of $0.41 on revenue of $2.18 billion.Wall Street expects AMD to bring in revenue of $13.1 billion and an EPS of $1.94 during the quarter, while SMCI is expected to report revenue of $16.26 billion and an EPS of $1.23.Other major companies reporting their latest quarterly results this week are Uber Technologies Inc. (UBER), Shopify Inc. (SHOP), Navitas Semiconductor Corp. (NVTS), Pfizer Inc. (PFE), Astera Labs Inc. (ALAB), Moderna Inc. (MRNA), Oklo Inc. (OKLO), Trump Media &amp; Technology Group Corp. (DJT), Terawulf Inc. (WULF), and Snap Inc. (SNAP), among others.<h2 class="st-heading-2">Jobs Report, Hammack Speech In Focus</h2>The week will end with the October jobs report from the Bureau of Labor Statistics on Friday, giving investors a fresh look at the health of the U.S. labor market after a relatively weak September reading. The report could also shape expectations for the Federal Reserve’s next policy moves.According to a Dow Jones estimate&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.marketwatch.com/economy-politics/calendar">compiled</a> by MarketWatch, the U.S. economy is expected to see an addition of about 55,000 jobs in September, compared to 29,000 in August.Cleveland Fed President Beth Hammack is scheduled to speak Thursday, giving markets another opportunity to assess the central bank’s thinking on rates. Hammack was one of two Fed officials who dissented in favor of a rate hike at the October meeting.Federal Reserve Bank of St. Louis President Alberto Musalem is set to speak at the Greater St. Louis Inc. event on Friday.The iShares 20+ Year Treasury Bond ETF (TLT) declined 0.23% in Friday’s after-hours session, while the iShares 7-10 Year Treasury Bond ETF (IEF) edged 0.02% lower.During the after-hours session on Friday, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, gained 0.19%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) rose 0.33%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) edged up by 0.1%. Retail sentiment on Stocktwits toward the S&amp;P 500 ETF was in the ‘bullish’ territory at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jpmorgan-ai-boom-rare-profit-cycle-big-risk-investors-watch/cNGeABmR925">JPMorgan Says AI Boom Is Driving A ‘Rare’ Profit Cycle — But There’s A Big Risk Investors Should Watch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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Super Micro Computer ($SMCI) stock is higher by more than 20% after the company disclosed a record $60 billion order backlog and raised its margin outlook for the fiscal fourth quarter, citing new business with SpaceX. Are you buying $SMCI on the news? Vote and explain your reasoning in the comments.

Super Micro Computer ($SMCI) stock is surging after the company disclosed a record $60 billion order backlog and raised its margin guidance for the June quarter. Are you buying on the news?

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) stock is surging after the company disclosed a record $60 billion order backlog and raised its margin guidance for the June quarter. Are you buying on the news?

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Traders are closely monitoring massive volatility expectations as the company prepares to report its latest quarterly results after the bell.

Retail investors and analysts are locked in a heated debate over whether the current single-digit P/E ratio represents a historic steal or a fundamental red flag.

Sentiment remains fractured between bears anticipating a collapse and bulls stacking positions for a potential short-covering squeeze.

Many are pointing to a broader AI server and datacenter sector decline to explain the stock's weakness rather than company-specific news.

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