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SPY is trending downwards amid concerns about market overvaluation and potential economic impacts from a possible government shutdown. Community members are debating whether this pullback is a healthy correction or the start of a larger downturn, with some citing bearish signals like repo market activity, while others suggest dip-buying opportunities still exist.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The QQQ is trending amid market volatility and discussions around AI's monetization timeline, drawing mixed reactions from traders. Community members are debating the significance of the current pullback, with some eyeing dip-buying opportunities while others express concern about a potential bubble. Broader economic factors, including potential government shutdowns and their impacts, also appear to be influencing market sentiment.

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 Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending downwards as the community debates its high valuation relative to earnings, despite a recent earnings beat. Concerns about an AI bubble and Michael Burry's short position are contributing to bearish sentiment. Some bulls remain optimistic, citing the company's growth potential and government contracts.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

META is trending downwards, with community members expressing concerns about a potential market correction and the company's AI spending. Some traders are actively shorting the stock, while others view the dip as a buying opportunity, noting the company's strong fundamentals. Overall, sentiment is mixed as investors assess META's future prospects amidst broader market uncertainty.

Bitcoin is the first successful internet money based on peer-to-peer technology; whereby no central bank or authority is involved in the transaction and production of the Bitcoin currency. It was created by an anonymous individual/group under the name, Satoshi Nakamoto. The source code is available publicly as an open source project, anybody can look at it and be part of the developmental process.  Bitcoin is changing the way we see money as we speak. The idea was to produce a means of exchange, independent of any central authority, that could be transferred electronically in a secure, verifiable and immutable way. It is a decentralized peer-to-peer internet currency making mobile payment easy, very low transaction fees, protects your identity, and it works anywhere all the time with no central authority and banks.  Bitcoin is designed to have only 21 million BTC ever created, thus making it a deflationary currency. Bitcoin uses the SHA-256 hashing algorithm with an average transaction confirmation time of 10 minutes. Miners today are mining Bitcoin using ASIC chip dedicated to only mining Bitcoin, and the hash rate has shot up to peta hashes.  Being the first successful online cryptography currency, Bitcoin has inspired other alternative currencies such as Litecoin, Peercoin, Primecoin, and so on.  The cryptocurrency then took off with the innovation of the turing-complete smart contract by Ethereum which led to the development of other amazing projects such as EOS, Tron, and even crypto-collectibles such as CryptoKitties.

Bitcoin

Bitcoin is trending amid community discussion about a recent price drop and its potential implications, with some analysts suggesting it reflects bullish sentiment as users move coins to personal wallets. Contrasting views circulate, with some warning about BTC's resilience during economic tests compared to gold, while others remain bullish, citing healthy inflows and institutional buying.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is trending amid discussions around Michael Burry's bearish stance, with his firm holding significant put options against the stock. Community members are debating the potential for a market correction and the sustainability of Nvidia's growth, while others highlight positive catalysts such as AI partnerships and price target increases. The stock's valuation and relationship to the broader AI sector remain key talking points.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is trending as community members assess its correlation to Bitcoin's price movement and debate whether recent earnings justify its valuation; some express concern over potential downside risk amid overall crypto market volatility, while others point to positive catalysts like potential S&P 500 inclusion.

Bitmine Immersion Technologies, Inc. is a blockchain technology company, which engages in industrial scale digital asset mining, equipment sales, and hosting operations. It operates through the Cryptocurrency Mining Industry segment. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

BMNR is trending amid market volatility and discussions around its correlation with Ethereum's price movements, especially after a reported hack in the crypto space. Community chatter includes debates on analyst Tom Lee's predictions and the impact of potential government actions on crypto, with some expressing concerns about recent losses while others remain optimistic about the long-term prospects tied to Ethereum's growth.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending due to a significant after-hours drop following earnings, despite beating expectations. Community discussions revolve around trial data for PMO therapies and their potential impact on future revenue, with some suggesting the sell-off is overblown and driven by short manipulation, while others express concern over management and future prospects. The long-term potential of Elevidys as a replacement for older treatments is also a key talking point.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

Zebec Network is trending amid discussions about upcoming token unlocks and their potential impact on the project's utility and price, with some community members expressing concerns about dilution. Despite the concerns, bullish investors cite partnerships, staking rewards, and the potential of the Super App as reasons to remain optimistic about ZBCN's long-term prospects. Ongoing debates about a specific user and allegations of fraudulent activity are also contributing to the heightened discussion.

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<ul class="summary-bullets"><li>Speaking at a panel discussion, HSBC CEO Georges Elhedery said the current revenue profiles of companies may not justify the massive spending on AI development.</li><li>General Atlantic CEO William Ford agreed, noting that AI is a long-term innovation akin to railroads or electricity — both of which were difficult to gauge in their early years.</li><li>The remarks come amid an ongoing debate over the returns on AI investments and whether Big Tech’s massive spending will translate into proportional gains.</li></ul>Heads of some of the world's largest financial institutions warned on Tuesday of a mismatch between investments and revenues.Speaking at the Global Financial Leaders’ Investment Summit in Hong Kong, HSBC CEO Georges Elhedery said that while the massive investment in AI infrastructure is essential, the current revenue profiles may not justify such&nbsp;a scale of spending, according to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/04/hsbc-ai-capex-elhedery-ford-openai-.html">report</a>.Elhedery noted that consumers are not yet willing to pay for AI, while companies remain cautious as the technology’s promised productivity gains have yet to materialize at scale.“These are like five year trends, and therefore the ramp up means that we will start seeing real revenue benefits and real readiness to pay for it, probably later than the expectations of investors,” he said, speaking during a panel talk at the event.William Ford, chairman and CEO of General Atlantic, speaking at the same panel, agreed: “In the long term, you’re going to create a whole new set of industries and applications, and there will be a productivity payoff, but that’s a 10-, 20-year play.”Ford said companies’ huge AI investment shows their belief in the long-term impact of the technology, but “you need to, sort of, pay up front for the opportunity that’s going to come down the road.” He compared AI to railroads and electricity, “that had profound impacts over time, and reshaped the economy, but were very hard to predict exactly how in the first few years.”The remarks come amid an ongoing debate over the returns on AI investments and whether Big Tech’s massive spending will translate into proportional gains — a concern that also poses risks for U.S. markets.Despite the volatility caused by President Donald Trump’s tariffs, the S&amp;P 500 and the tech-heavy Nasdaq indices have gained 16.5% and 30.7%, respectively, year-to-date, largely driven by investors betting on tech companies for their AI advancements.In their recent quarterly reports, Meta, Alphabet, Microsoft, and Amazon have stated that their capital expenditures are expected to increase next year, indicating that the pace of AI investment is far from slowing down.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/top-meatpacker-jbs-agrees-to-pay-1m-to-settle-new-york-s-lawsuit-alleging-misleading-green-claims/cL28TPQR3Ch">Top Meatpacker JBS Agrees To Pay $1.1M To Settle New York's Lawsuit Alleging Misleading Green Claims</a>

Leading AI apps listed out on a smartphone. (Photo illustration by Cheng Xin/Getty Images)

AI Payoff Could Take Decades: HSBC, General Atlantic CEOs Reportedly Question Pace Of Monetization

The remarks come amid an ongoing debate over the returns on AI investments and whether Big Tech’s massive spending will translate into proportional gains.

Equity

The remarks come amid an ongoing debate over the returns on AI investments and whether Big Tech’s massive spending will translate into proportional gains.


HSBC, General Atlantic CEOs flag AI capex-revenue mismatch, 'irrational exuberance'

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Fund manager sends message on latest Palantir earnings

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OpenAI signs $38 billion deal with Amazon, partnering with cloud leader for the first time

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"If we build it, it will be put to use," Microsoft President Says

Microsoft President Brad Smith tells Joumanna Bercetche the tech giant is focused on balancing capex spend on artificial intelligence to keep pace with demand...

Investing the Buffett Way: Lessons for Today's Investors

We discuss what Buffett's retirement means for Berkshire and investors.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

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Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$3.91	--	--	N/A
Q1 '26	$3.67	$4.13	12.58%	BEAT
Q4 '25	$3.37	$3.65	8.16%	BEAT
Q3 '25	$3.22	$3.46	7.38%	BEAT
Q2 '25	--	$3.23	--	N/A

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