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SPY discussion centers on an overnight futures pullback after Meta and Tesla earnings, with traders debating whether heavy AI spending can support tech valuations and citing renewed Iran tensions, elevated oil and weakness in Asian markets as added concerns. Sentiment is divided between calls for a deeper selloff and dip-buyers expecting a rebound, amid complaints about volatile, seemingly erratic trading.

Teslas quarterly results and earnings call are driving attention: traders focused on weak sales and profitability, reduced capital-spending guidance, and a slower Optimus ramp, as shares reversed post-report gains. The reaction is split between concern over the fundamentals and optimism about cash generation and future AI and autonomy businesses, while a possible SpaceX merger remains speculative and unresolved.

Nokias Q3 results beat expectations and its outlook reinforced optimism around AI, cloud and network infrastructure, but traders were frustrated that the shares faded despite the report. The NvidiaT-Mobile AI-RAN milestone and other partnerships support the longer-term growth case, while some traders question how quickly that demand will translate into revenue.

A sharp Nasdaq selloff erased QQQs session gains as traders reacted to Meta and Teslas results, questioning whether heavy AI spending will generate sufficient returns despite solid revenue and earnings headlines. The discussion is broadly bearish on an AI-led pullback, though some traders view the decline as a buying opportunity; Iran-related oil and geopolitical concerns add to the risk debate.

Metas quarterly results are driving attention: revenue and advertising growth, a stronger outlook, and traction for its Muse AI assistant drew bullish reactions. Traders are divided over the earnings hit from legal costs and the risks of heavy AI spending, negative free cash flow, and the new non-voting share class.

Alibaba is drawing attention amid a sharp selloff in Chinese internet stocks as the Hang Seng Tech Index falls below 4,000, with traders pointing to broader weakness in China equities rather than a clear company-specific catalyst. The debate is between dip-buyers who see the decline as an opportunity and bears concerned about persistent China-market weakness and limited investor demand.

Super Micros sharply raised preliminary quarterly outlook, attributed to stronger AI-server demand, is driving attention, alongside its Nokia/Nvidia AI-RAN partnership. Traders welcome the demand signal but debate whether gains can hold amid lingering concerns about management, profitability and execution; claims of short-driven price suppression remain speculation.

Lam Researchs strong quarterly results and outlook sparked debate after shares sold off, with traders pointing to supply constraints delaying shipments and an expected decline in China revenue as reasons the guidance disappointed. Some see the pullback as an overreaction to temporary delivery timing issues and are buying the dip, while others remain cautious about the outlook and China exposure.

IBMs quarterly results beat expectations, led by software growth and delayed deals closing, while the company raised its free-cash-flow outlook. The stocks sharp reversal after an initial post-report jump has fueled debate over a sell-the-news reaction and modest growth prospects versus improving business momentum.

NVIDIAs GTC Berlin debut of its modular DSX POD AI-factory design is drawing attention, alongside discussion of continued AI infrastructure spending and SpaceXs planned compute buildout. Bulls see the announcements as evidence of durable demand, while skeptics question AI investment returns and point to power constraints and NVDAs difficulty holding gains.