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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, driven by rapid U.S. commercial growth overtaking government revenue, are the focus. Despite the report, traders are debating the stocks sharp weakness: bears point to its high valuation and expectations already priced in, while bulls emphasize the companys growth and execution amid broader AI and tech-market pressure.

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 post-earnings decline is drawing attention despite a quarterly beat and strong iPhone sales, as traders focus on weaker holiday-quarter margin guidance amid rising memory costs, along with softness in some product categories and China. The reaction is split between investors calling it an overreaction and those arguing that thinner margins, slower growth, and a high valuation make the beat insufficient.

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 Sanofis Phase 3 flu/COVID combination trial, which triggered a milestone for Novavax, and whether the Q3 report will clarify partner sales and royalty trends. Bulls point to the licensing model and potential Matrix-M partnerships, while skeptics cite modest vaccine sales and say Pfizer or oncology deal speculation remains unconfirmed.

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 facing a sharp selloff ahead of quarterly earnings, with traders citing a Bank of America downgrade and uncertainty over results and guidance; claims of an earnings leak or coordinated shorting remain speculation. The community is split between bearish concerns about rates, credit conditions and the companys outlook and hopes for a positive report or short squeeze.

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.

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 planned all-stock acquisition of Lumentum is driving attention as shares sell off sharply, with traders focused on dilution, the deals size, and the long wait for closing. Many question whether Marvell is overpaying and see added execution risk, while others argue the combination strengthens its position in AI data-center optics and connectivity.

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.

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 sharp selloff ahead of its quarterly report is driving discussion, with traders debating whether Intels weak outlook signals broader chip-market weakness or is specific to Intel. Many are wary that even a strong report may not lift the stock amid tech-sector pressure, while others focus on AMDs guidance and AI-related demand as potential positives.

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VSXY Stock Rises Overnight: Victoria’s Secret Taps Kylie Jenner’s Star Power To Spruce Up Fashion Show Buzz 

Equity

Victoria’s Secret returned to Los Angeles with a star-studded fashion show.


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SPDR Series Trust - State Street SPDR S&P Retail ETF

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<ul class="summary-bullets"><li>The Victoria’s Secret Fashion Show displayed seasonal designs, celebrity appearances, and live performances.&nbsp;</li><li>Kylie Jenner made her debut wearing the brand’s $50 million Fantasy Bra.</li><li>Needham expressed optimism about the brand’s turnaround potential.&nbsp;</li></ul>Victoria’s Secret (VSXY) stock rose overnight as the lingerie retailer leaned on Kylie Jenner’s star power to build buzz around its annual fashion show. Jenner made her runway debut wearing the brand’s $50 million Fantasy Bra, while an all-female lineup of performers added star appeal as the company sought to attract a broader audience.&nbsp;Victoria’s Secret stock traded 1.6% higher overnight, heading into Monday.&nbsp;<h2 class="st-heading-2">Victoria’s Secret Takes Its Star-Studded Show To Los Angeles&nbsp;</h2>The Victoria’s Secret Fashion Show returned to Los Angeles on Sunday, blending celebrity appearances and live music in a production inspired by the four seasons. Models showcased outfits with floral details, snowflake-inspired patterns, and shiny metallic elements, while the company’s PINK label also received a spotlight.The event had celebrity guests, including Kylie Jenner. Jenner made her first appearance at the show wearing the brand’s $50 million Fantasy Bra, a high-profile piece previously worn by Swedish model Elsa Hosk in 2018.Since its launch in 1995, the Victoria’s Secret Fashion Show has taken place in several international cities, including London, Paris, Shanghai and Cannes. New York has traditionally been its home.<h2 class="st-heading-2">CEO Hillary Super Raises The Bar As Needham Sees Momentum Into 2027&nbsp;</h2>Victoria’s Secret CEO Hillary Super&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=BLNVbkcP7NY">expressed</a> excitement over the brand's elevated production level and diverse, all-female musical lineup spanning country, K-pop, pop, and hip-hop. “We are upping our game,”&nbsp; said Super.&nbsp;On Friday, Needham initiated coverage of the lingerie retailer with a ‘Buy’ rating and a $106 price target, pointing to opportunities that could strengthen its business over several years. The new price target implied a 21% upside from the stock’s last closing price.&nbsp;Needham believes the company’s efforts to improve operations and brand appeal are still in the early stages and highlighted changes across management, product selection and marketing as potential drivers of stronger performance over the coming years.Needham also identified the growing use of GLP-1 medications for weight management as a possible benefit for Victoria’s Secret. These drugs, which include treatments used to help people lose weight, are becoming a more prominent factor in consumer and retail discussions.Looking further ahead, Needham described Victoria’s Secret as a “compelling momentum name” in 2027.<h2 class="st-heading-2"><a class="mention" data-mention="$VSXY" data-symbol-id="VSXY" href="https://stocktwits.com/symbol/VSXY" target="_blank">VSXY Stock</a>: Retail View&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained ‘bullish’.A user&nbsp;<a href="https://stocktwits.com/kindness123/message/666805577">said</a>, “Kylie Jenner $50M sparkles fantasy.”VSXY stock has gained 61% year-to-date.&nbsp;Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/aapl-tsla-nflx-gme-rklb-why-retail-traders-couldn-t-take-their-eyes-off-these-stocks-last-week/cZx8ICsRBtH">AAPL, TSLA, NFLX, GME, RKLB: Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Kylie Jenner walks the runway for the Victoria's Secret Fashion Show 2026 on October 18, 2026 in Los Angeles, California.

Victoria’s Secret (VSXY) stock rose overnight as the lingerie retailer leaned on Kylie Jenner’s star power to build buzz around its annual fashion show. Jenner made her runway debut wearing the brand’s $50 million Fantasy Bra, while an all-female lineup o

VSXY Stock Rises Overnight: Victoria’s Secret Taps Kylie Jenner’s Star Power To Spruce Up Fashion Show Buzz

Corgi ETF Trust I. - Corgi Lifestyle Brands ETF

Victoria`s Secret & Co

SPDR S&P Retail ETF

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The groups that showed relative strength yesterday and most of the week are under pressure today - $XRT, $XLP, $XLV, while the oversold tech is bouncing - $SOXL $QQQ etc.

ivanhoff

😳😳ADIDAS Q3 2026  REVENUE: EUR7.252B

 UP 9% TO RECORD 

OPERATING PROFIT: EUR1.008B, UP 37% TO RECORD - 

RAISES FY2026 OPERATING PROFIT OUTLOOK TO EUR2.6B - 

SEES FY2026 CURRENCY-NEUTRAL REVENUE GROWTH OF 9%-10% 

$XRT

Deppvaluegwth

Industry ETFs ranked by price strength and price momentum as of the Oct. 15 close: 
$XRT

Jeff Quiggle

Can anyone here deny that granny $XRT has been flashing warning for months!!

Can anyone deny that this textbook beauty of an island top in $SMH didn’t also flash warning last week? And yet-the bulls kept referring to idk what.

Beware following dip buyers. Let the market settle. Could see another 10, 20% or more of a move down. 

I always prefer to take a small loss and psychologically feel free of the mental damage that happens when you’re down 40%. Ive never sat thru that pain. And timing always tells me when to pile back in

Mish Schneider

$XRT Been below the 50 WMA. Now here’s $KRE looking like it will fail. That’ll make 3 key sectors flashing warning. I’m just sayin-the broader market can have a rough impact for bulls if not paying attention.

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