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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, led by surging U.S. commercial AI sales overtaking government revenue, are driving discussion. Despite the upbeat report, shares fell as traders debated whether growth was already priced in given the stocks high valuation, amid weakness in tech stocks.

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 estimates, but traders focused on a weaker margin outlook amid rising memory costs, along with soft results in China, iPad and wearables and slower Services growth. Some see the selloff as an overreaction to strong iPhone demand, while others cite margin pressure, slower growth and a high valuation as reasons for concern.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Attention centers on Novavaxs Sanofi partnership: the start of a Phase 3 flu/COVID combination trial triggered a major milestone, and traders are watching for clarity on vaccine sales, royalties and the outlook. Bulls see validation of a partner-led licensing model and Matrix-Ms potential, while skeptics question the scale of recurring revenue and point to weak uptake and a muted share-price response.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention amid midterm-election uncertainty, with traders debating how the outcome could affect the stock. Bulls tie a Republican win to a rally, while bears expect Democratic gains to weigh on shares and characterize the recent bounce as a speculative, potentially short-lived move.

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

Upstart is drawing attention after a steep selloff ahead of its quarterly earnings, with traders also citing a Bank of America price-target cut and concerns about higher rates, credit conditions, and guidance. The community is split between expecting further downside if results disappoint and viewing the drop as setting up a rebound if earnings and outlook hold up.

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 announced all-stock acquisition of Lumentum has sparked a sharp selloff and debate over dilution, the price paid, and the long wait before closing. Critics see shareholder-value and execution risks, while some investors argue the deal strengthens Marvells position in AI data-center optical connectivity over the longer term.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Semiconductor stocks are selling off amid concerns that heavy AI infrastructure spending may not deliver adequate returns, alongside weakness across major chipmakers. Traders are split between calling this an AI-trade peak and viewing the decline as a correction and buying opportunity, with many watching technical support levels.

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 data-center expansion have fueled a sharp selloff, with many traders focused on shareholder dilution, rising debt and whether the company can earn returns on its spending. Some argue the financing was already disclosed and represents a final, limited raise, viewing the reaction as an overreaction and a buying opportunity.

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

Backblaze is drawing attention after Q3 results beat expectations and the company raised its full-year and Q4 outlook, with strong growth in B2 cloud storage reinforcing its AI-infrastructure thesis. Traders have welcomed the results and post-earnings move, while others remain wary of volatility and continued selling pressure.

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.

ON is drawing attention after its quarterly results beat expectations, but traders are focused on the post-report decline, citing a cautious outlook and concerns over acquisition costs and automotive demand. Bullish commenters point to improving margins and rapid growth in AI data-center revenue as counterpoints.

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Wall Street's Insights Into Key Metrics Ahead of Expedia (EXPE) Q3 Earnings

Get a deeper insight into the potential performance of Expedia (EXPE) for the quarter ended September 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Airbnb, Inc. (ABNB) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

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Expedia (EXPE) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Expedia (EXPE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Here's Why Expedia (EXPE) is a Strong Momentum Stock

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Expedia (EXPE) is a Top-Ranked Growth Stock: Should You Buy?

$100 Invested In Expedia Group 20 Years Ago Would Be Worth This Much Today

Expedia Group (NASDAQ:EXPE) has outperformed the market over the past 20 years by 6.34% on an annualized basis producing an average annual return of 15.34%. Currently, Expedia Group has a market capitalization of $38.08read more...

Here's Why Expedia (EXPE) is a Strong Value Stock

Expedia Group Launches AUTONOMOUS ONBOARDING, Helping Properties Access Global Travel Demand Faster

Expedia Group today announced AUTONOMOUS ONBOARDING, a faster, simpler way for properties to join its global travel marketplace without leaving the connectivity software they already use. With just a few clicks, properties can select Expedia Group as a distribution channel, accept their agreement...

UNPACK 27: EXPEDIA AND STAYZ REVEAL THE TRAVEL TRENDS INSPIRING THE WORLD IN 2027

Expedia Group today unveiled Unpack 27: The Trends in Travel, the annual report exploring the destinations, experiences, and behaviours expected to shape travel in 2027. Drawing on first-party insight from Expedia, and Stayz, as well as global traveller research and social listening, Unpack 27...

Here's Why Expedia (EXPE) is a Strong Growth Stock

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Expedia Group, Inc. is an online travel company, which engages in the provision of travel products and services to leisure and corporate travelers. It operates through the following segments: B2C, B2B, and Trivago. The B2C segment offers a full range of travel and advertising services to worldwide customers through a variety of consumer brands. The B2B segment refers to a wide range of travel and non-travel companies including airlines, offline travel agents, online retailers, corporate travel management, and financial institutions. The Trivago segment generates advertising revenue primarily from sending referrals to online travel companies and travel service providers from hotel metasearch websites. The company was founded in 1994 and is headquartered in Seattle, WA.

Expedia Group Inc

Uber’s M&A Playbook Faces Scrutiny: CFO Says Acquisitions Can Beat Building From Scratch 

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<ul class="summary-bullets"><li>An analyst raised concerns about Uber’s $18 billion in acquisitions, saying the returns from these deals remain uncertain.&nbsp;</li><li>Uber CFO Balaji Krishnamurthy defended its M&amp;A strategy, saying Uber also grew organically and that ezCater’s larger orders could improve Delivery&nbsp;Hero profits.&nbsp;</li><li>Krishnamurthy&nbsp;acknowledged past acquisition mistakes but said newer deals are performing ahead of expectations.</li></ul><p>Uber Technologies’ (UBER) acquisition strategy is drawing investor scrutiny as CFO Balaji Krishnamurthy defends the company’s decision to buy established businesses rather than build every capability internally. Krishnamurthy said acquisitions can boost expansion, improve returns and leverage Uber’s global platform, while newer deals show early signs of strong execution.&nbsp;</p><p><a href="https://stocktwits.com/symbol/UBER">Uber Technologies stock</a> edged 0.2% lower in Thursday’s premarket. However, the stock is on track to reverse five weeks of losses.&nbsp;</p><h2 class="st-heading-2">Uber’s $2.3B Bet On ezCater Raises Question About M&amp;A Strategy&nbsp;</h2><p>Uber said&nbsp;on Wednesday that it will&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uber-stock-in-focus-uber-bet-on-ez-cater-fails-to-lift-retail-mood/cZDvbzMRBlz">buy</a> ezCater, the largest online catering marketplace in the U.S., for $2.3 billion in cash. The deal gives Uber access to workplace meals, events, and large group orders. ezCater works with more than 140,000 U.S. restaurants and has generated over $2.5 billion in bookings in the past year. Its average order is above $400, making catering more valuable than typical individual food orders.</p><p>Writing on the subject, Abdullah Al Rezwan, an equity analyst who goes by the name Mostly Borrowed Ideas on X,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/borrowed_ideas/status/2107863637516071192">said&nbsp;</a>that though the deal is relatively small compared with Uber’s roughly $145 billion market value, it highlighted a trend: DoorDash (DASH) often builds new businesses, while Uber tends to buy them. In his newsletter, Rezwan also analyzed whether Uber is paying too much and how it is using its capital.</p><p>The analyst sounded doubtful about Uber’s aggressive acquisition spending. He stated that buying outside businesses is much harder to evaluate than investing in Uber’s own operations. Uber has committed about $18 billion to deals, including SpotHero, Getir, Delivery Hero and ezCater, versus about $10 billion in recent free cash flow. It has also pledged more than $10 billion to outside autonomous-vehicle partners, making the returns harder to predict.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261008_042721698_19ab05ded9.png" alt="koyfin_20261008_042721698.png" width="2400" height="1240"></figure><p>The analyst compared this with CEO Dara Khosrowshahi’s time at Expedia. He said Expedia spent about $6 billion on acquisitions that increased bookings, but adjusted earnings per share grew only about 7% a year. Citing Warren Buffett’s 1987 letter, the analyst added that some CEOs struggle to use company cash effectively and may depend too much on bankers and consultants to support deals that can hurt long-term shareholder value.&nbsp;</p><h2 class="st-heading-2">UBER CFO Defends Acquisition Strategy&nbsp;</h2><p>Responding to the analysis, Uber CFO Balaji Krishnamurthy pushed back in an X post on the idea that DoorDash has grown primarily through internal development while Uber has relied heavily on acquisitions.&nbsp;</p><p>Krishnamurthy said, “Uber didn't deploy any capital on M&amp;A between 2022 to 2024, while organically establishing category leading positions across Mobility and Delivery globally. Meanwhile, nearly the entirety of Doordash's international business is built on fairly expensive acquisitions (Wolt, Deliveroo), and it has acquired substantials assets to expand into new verticals as well (Sevenrooms, Grub Campus etc).”</p><figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_13_5fa8ad0229.png" alt="fiscal-ai-chart-export (13).png" width="1400" height="1000"></figure><p>“If you add up the deployments, you'll find that Uber has deployed a significantly smaller portion of its FCF on acquisitions than DD has, while delivering steady ~20% growth off a much larger base.”</p><figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_14_d3985c7eed.png" alt="fiscal-ai-chart-export (14).png" width="1400" height="1000"></figure><p>The CFO also defended Uber’s purchase of ezCater, saying the economics of different types of bookings should not be judged solely by their overall volume. Uber uses higher-value businesses to support lower-cost offerings that can attract customers and increase usage across its platform.</p><p>According to Krishnamurthy, ezCater generates orders that are nearly 10 times larger than a typical U.S. delivery transaction. He said the business should immediately benefit Uber’s Delivery profit and could provide additional growth as the company integrates it with Uber for Business and expands internationally.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_15_ef7000976f.png" alt="fiscal-ai-chart-export (15).png" width="1400" height="1000"></figure><h2 class="st-heading-2">Uber CFO Gets Into Build Versus Buy Debate</h2><p>Krishnamurthy said corporate catering requires specialized technology, merchant support and logistics capabilities. Rather than spending years developing those capabilities internally, Uber can boost its entry into the category by acquiring an established operation and combining it with its existing global distribution network.</p><p>“That doesn't mean it can't be built, but this acquisition leapfrogs Uber well ahead. Combined with our distribution and global footprint, an acquisition allows us to scale this category much faster.”</p><h2 class="st-heading-2">Uber’s Lessons From Earlier Deals</h2><p>Krishnamurthy admitted that some of Uber’s 2020 and 2021 acquisitions did not perform as expected. He said poor planning for combining the businesses was a key reason, prompting Uber to pause acquisitions for several years.&nbsp;</p><p>“It's a fair critique that of the M&amp;A we did in 2020-21, not all were successes. It's a big reason why we paused any further acquisitions in 2022-24. As we look back at our deals from that era, the key reason we did not execute well on all our deals was that we did not have a well formed integration plan ahead of the acquisitions.”</p><p>The CFO said newer transactions, including Trendyol Go, SpotHero and Getir, are performing ahead of their initial plans. He added that periods of market disruption can create attractive opportunities for selective M&amp;A, although Uber evaluates each potential transaction independently.</p><h2 class="st-heading-2">UBER Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory.&nbsp;</p><p>UBER stock has declined 16% year-to-date.&nbsp;</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/skyd-stock-in-focus-ellison-family-bets-17-b-on-skydance-what-s-next-for-the-new-media-giant/cZDU9SRRBNG">SKYD Stock In Focus: Ellison Family Bets $17B On Skydance — What’s Next For The New Media Giant</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

 In this photo illustration, the logo of Uber is displayed on the screen of a smart tablet. 

Uber Technologies’ (UBER) acquisition strategy is drawing investor scrutiny as CFO Balaji Krishnamurthy defends the company’s decision to buy established businesses rather than build every capability internally. Krishnamurthy said acquisitions can boost e

Uber’s M&A Playbook Faces Scrutiny: CFO Says Acquisitions Can Beat Building From Scratch

Uber’s $2.3 billion ezCater deal has raised questions about its acquisition strategy, while CFO Balaji Krishnamurthy says buying businesses can help Uber grow faster. 


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$EXPE 154% already; congrats 🌟🌿🌷

Checkout $IBKR  and $NVO; both have similar potential for longs; do your DD and get in.

David Kind

$EXPE Stock futures tick higher ahead of busy week of earnings, jobs data and the midterm elections $AAPL $AMD $ES_F

Inspector Gadget

Buying more $EXPE before earnings I predict slight beat of expectations. Anyone wanna talk ? 🤣⭐️⭐️

‼️

Victor Perez

$EXPE Gosh, Fed raising rates and the CNBC pros never say sell. Always say buy but never sell. Fed raises rates stocks go down. It is that simple. Buy nothing now and wait!

evel2022

$EXPE rejection at 50d. end of correction wave b.  
wave c should lead below a.  
maybe before ER

Inno-Cents X

$EXPE is down 24% since August on AI fears. 
 
Last quarter: bookings +12%, EPS +36%, guidance raised. 
 
Wall Street is pricing in a disruption that hasn't shown up in the numbers yet.

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