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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 expectations, led by iPhone and Mac sales, but the stocks muted-to-negative reaction reflects debate over whether the results and outlook justify its valuation. Traders are focused on weaker China, iPad and wearables results, tariff-boosted margins, and rising memory costs, while bulls point to the strong core-device performance.

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 Q3 results dominate discussion: the company beat expectations, raised its outlook, and reported rapid U.S. commercial growth that surpassed government revenue. Traders remain divided over the muted share-price reaction, with some citing a rich valuation and sell-the-news pressure while bulls emphasize the growth and guidance.

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, putting results for its GPS treatment in focus. The sharp selloff has traders debating profit-taking and risk reduction ahead of a binary readout versus unverified fears of a negative leak or short-driven pressure; no trial outcome is established.

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

AMDs upcoming quarterly earnings are drawing attention as traders weigh whether Intels weak report signals broader chip-market trouble or company-specific issues. The sharp selloff has fueled concern about further losses and high valuation, while bulls argue AMDs growth and a strong earnings outlook could distinguish it from Intel and support a rebound.

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

A strong quarterly earnings beat and raised fiscal-year revenue outlook are driving attention, with traders citing robust bookings and demand for Aehrs AI-chip testing systems. Reactions are split: some see the results as support for the AI-growth thesis, while others question the valuation and are frustrated that shares are falling despite the report.

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

A report that nonprofit Usona may have filed an FDA application for psilocybin in major depressive disorder has sparked fears of competition and a first-to-market setback for CMPS, contributing to a sharp selloff. Traders dispute whether the filing is confirmed and note that Compass is developing COMP360 for treatment-resistant depression; many view the reaction as an overreaction while awaiting managements update on its NDA timeline.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor and tech-sector selloff, fueled by fears that heavy AI spending may not pay off and by broader risk-off trading, has put pressure on SOXL. Traders are split between calling the decline a buying opportunity and expecting further losses, with many noting that the funds 3 leverage magnifies the moves and can erode returns when held through volatility.

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 stock and bond offerings to fund its AI infrastructure buildout have fueled the selloff, with traders worried about dilution, rising debt and whether the spending will generate returns. Others argue the financing was already outlined and could secure the funding needed for growth, but confidence in management and the AI payoff remains sharply divided.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a sharp tech- and AI-led selloff, with traders questioning whether heavy AI infrastructure spending and financing will generate adequate returns. The discussion is largely bearish, though some see oversold conditions and the 200-day average as possible support; midterm uncertainty and Apples results add to the debate.

Emergent BioSolutions Inc. engages in the development, manufacture, and commercialization of medical countermeasures. It operates through the following segments: Commercial Product Sales, MCM Product Sales, and Services. The Commercial Product Sales segment includes NARCAN products and other commercial products that were sold as part of the travel health business. The MCM Product Sales segment focuses on the Anthrax - MCM products, Smallpox - MCM products and other products. The Services segment consists of the company’s Bioservices offerings. It offers products for civilian and military populations that address accidental, intentional, and naturally occurring public health threats. The company was founded by Fuad El-Hibri on September 5, 1998 and is headquartered in Gaithersburg, MD.

Emergent Biosolutions Inc

Emergents Q3 results and lower full-year outlook are driving discussion, with traders focused on falling revenue, weak NARCAN sales, and uncertain timing of government orders. Many are frustrated by repeated forecast cuts and worry about debt and refinancing, while some see potential in cost savings and future CYFENDUS procurement.

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SOXS is drawing attention as semiconductor weakness and renewed concern over AI-related valuations and spending drive demand for the inverse ETF. Traders are divided between expecting further chip-sector declines and betting on a rebound, while warning that SOXSs leverage and daily decay make it risky to hold through sharp swings.

The move appears tied to weakness in semiconductor stocks and continued selling pressure in AI-related trades, which traders view as supporting the inverse semiconductor fund.

SKHY Stock Jumps Premarket: Strategist Says SK Hynix Sits At AI’s ‘Toll Booth’ As Tech Giants Chase Scarce Memory 

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Innes also warned that extraordinary margins will attract new capacity, potentially weakening pricing power as Samsung and Micron expand.

CLS Stock Soars Premarket After Blowout Q3 — Retail Calls It ‘Very Inexpensive’ As Celestica Touts AI ‘Supercycle’ 

The company cited an AI infrastructure ‘supercycle’ and stronger customer demand for 2028.

WDC Slides Overnight Post-Earnings Despite Goldman’s Upside Call — CEO Sees Top Customers’ Storage Demand Into 2031 

Prices per terabyte rose 28%, with further pricing upside expected over three to four quarters.

NVDA Logs Best Day In Over A Month: Burry Spotlights Partnership Blitz — Analyst Calls Full-Stack Strategy ‘Underappreciated’

Gene Munster sees AI agents driving token demand and physical AI eventually contributing a third of Nvidia’s revenue.

LRCX Stock Tumbles Overnight Despite Record Profits: Supply Snags Put Sales On Hold As China Slowdown Looms 

China’s revenue share is expected to fall substantially in December after reaching 35% in September.

CRWV, NBIS, NVDA Jump Overnight: Musk Says SpaceX Could Rent Compute ‘Several Times Over,’ Analyst Dismisses Glut Fears 

Analyst Gene Munster called compute oversupply fears “off base,” highlighting profitable growth in SpaceX’s Super Intelligence business.

2 ETFs to Watch for Outsized Volume in Semiconductor Trading

SOXS and SOXL see trading volumes surge to 1.53 and 1.48 times their averages, respectively, as semiconductor ETFs post sharply divergent daily moves. 

SKHY Stock Slides Premarket: Retail Eyes Buying Opportunity As Rival Micron’s Taiwan Strike Plan Adds Uncertainty To Memory Trade

Taiwan is a major DRAM and HBM manufacturing hub for Micron, which employs about 15,000 people there.

AVGO Stock Edges Up Overnight After 10-Year Docomo Deal, But Retail Stays On Edge Over CEO’s AI ‘Casino’ Remarks 

CEO Hock Tan’s AI “casino” remarks and warning about capital constraints are still worrying retail traders.

Michael Burry Says Trump Will ‘Pull Out All The Stops’ For AI — ‘Dean Of Valuation’ Holds 5 Mag Seven Stocks, Adds Cash

Burry says the Fed has “fewer arrows” and warns Wall Street’s machinery could bring markets down quickly.

SOXS is the Direxion Daily Semiconductor Bear 3X ETF, a leveraged inverse fund designed to deliver approximately three times the opposite of the daily return of the NYSE Semiconductor Index. It generally rises when semiconductor stocks fall and falls sharply when they rise, making it a short-term tactical trading tool rather than a conventional long-term investment. Because it resets daily, compounding and volatility can cause its performance over periods longer than one day to differ substantially from simply −3× the index’s cumulative return; it is therefore high risk.

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

Bullish Sentiment

<ul class="summary-bullets"><li>Innes said scarce HBM is helping SK Hynix collect profits, while tech giants face pressure to justify AI spending.</li><li>Long-term agreements with 14 major customers cover more than half of production capacity for 2027 and 2028.</li><li>SK Hynix said DRAM and HBM supply is sold out until 2029, with memory shortages expected through 2030.</li></ul>U.S.-listed shares of SK Hynix (SKHY) jumped 8% in premarket trading on Wednesday as Stephen Innes, managing partner at SPI Asset Management, highlighted how AI memory shortages are turning the company into a cash machine while technology giants face scrutiny over their spending.<a href="https://stocktwits.com/symbol/SKHY">SKHY shares</a> rose 2% to $145.36 but are still down 21% for October.<h2 class="st-heading-2">SK Hynix Cashes In On AI’s Spending Spree</h2>“Right now, SK Hynix is still sitting at the toll booth, and the cash machine is humming,” Innes said on his Substack. He added that high-bandwidth memory (HBM) has become key to AI performance, boosting the Nvidia supplier’s pricing power as customers compete for limited supply.“Memory used to sit at the back of the technology factory. AI has dragged it to the front gate and handed it the keys,” he said. This puts SK Hynix in a different position from companies pouring money into AI models and data centers, Innes said. Model developers must find ways to monetize their services, while infrastructure operators face hefty power, financing and depreciation costs. The memory maker is already collecting revenue from a component they need.“SK Hynix sits on the other side of that cheque. It is already getting paid,” he said, adding: “Scarcity has a wonderful way of simplifying the income statement.”<h2 class="st-heading-2">Innes: Multiyear Deals Could Cushion The Cycle</h2>For Innes, the bigger story is in the years of production SK Hynix is securing under contract, potentially softening the pricing downturns that have historically followed memory-industry expansions.The company has signed long-term agreements with 14 major customers that cover more than half of its production capacity for 2027 and 2028. The contracts typically run five years, with extensions under discussion and prices allowed to move within agreed ranges. SK Hynix said its DRAM and HBM supply is sold out until 2029, with HBM demand double what it can supply. It expects shortages to persist through 2030.“Those contracts will not kill the cycle. Nothing kills the memory cycle. But they may blunt its teeth,” Innes said. The visibility reinforces his bigger argument that investors should distinguish between companies financing the AI buildout and those already profiting from it.“The AI trade is increasingly separating into winners who consume capital and winners who harvest it,” he said.<h2 class="st-heading-2">Can SK Hynix Defend Its Pricing Power?</h2>However, Innes warned that exceptional profits will draw more competition, with Samsung and Micron expanding their HBM businesses and SK Hynix adding capacity at Yongin. “The semiconductor industry has never met a fat margin it did not eventually try to murder with new capacity,” he wrote.For Innes, the question is how long AI demand, manufacturing complexity and multiyear contracts can protect pricing power as supply grows. He argued that delivering on HBM4, securing Nvidia qualification, and maintaining spending discipline will become increasingly important. “Eventually, enough new roads will be built around the bottleneck,” he added.<h2 class="st-heading-2">SKHY Q3 Review</h2>SK Hynix’s <a href="https://stocktwits.com/news-articles/markets/equity/why-is-skhy-stock-surging-over-6-in-overnight-trading/cZU9byrRB6J">third-quarter (Q3)</a> revenue rose 328% to 104.6 trillion won ($78.2 billion), while operating profit surged 632% to 83.3 trillion won, for an operating margin of 80%.SK Hynix outlined about 100 trillion won in full-year shareholder returns through dividends, buybacks and cancellations, including previously announced repurchases. Special dividends will distribute most gains from its Kioxia investment.Net cash reached 98.7 trillion won, supporting further investment alongside shareholder payouts. The company expects HBM4 to surpass HBM3E in shipment volume and revenue in the fourth quarter.<h2 class="st-heading-2">How Do Retail Traders Feel About SKHY?</h2>On Stocktwits, retail sentiment for SKHY jumped to ‘extremely bullish’ from ‘bullish’ levels a day ago amid a 290% surge in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/skhy_ss_27fa5dcd0c.png" alt="skhy ss.png" width="649" height="333"><figcaption>SKHY sentiment and message volume as of October 28 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/FatmanEZ/message/667509344">said</a>, “$SKHY Glorious AI euphoria trade rages on. FOMO momo is now going to drag these way higher. Everyone “missed the dip” on HF”<stembedurl>https://stocktwits.com/FatmanEZ/message/667509344</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/DragonOfBosnia/message/667496426">said</a>, “$SKHY these memory stocks are gonna be good for another two years easy, release the news”<stembedurl>https://stocktwits.com/DragonOfBosnia/message/667496426</stembedurl>U.S.-listed shares of SK Hynix have declined 13% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-blackrock-stake-spotlight-bruising-selloff/cZU9dwkRB6L">ASTS Stock Logs Best Day In Nearly A Month — BlackRock’s Stake Takes Spotlight After Bruising Selloff&nbsp;</a>

 In this photo illustration, the SK Hynix logo is seen displayed on a smartphone screen. 

U.S.-listed shares of SK Hynix (SKHY) jumped 8% in premarket trading on Wednesday as Stephen Innes, managing partner at SPI Asset Management, highlighted how AI memory shortages are turning the company into a cash machine while technology giants face scru

SKHY Stock Jumps Premarket: Strategist Says SK Hynix Sits At AI’s ‘Toll Booth’ As Tech Giants Chase Scarce Memory

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Traders are fiercely debating support levels and a potential breakdown in the semiconductor sector following recent tech volatility.

Market participants are locked in a standoff between anticipating a massive relief rally and bracing for a further deep dive in AI stocks.

Skeptics are doubling down on the narrative that semiconductors are cyclical commodities facing an overdue correction after an AI-driven surge.

Rumors regarding international tensions and potential market-moving diplomatic deals are driving speculative short-term price action.

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