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AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

SpaceXs deal to acquire Grain Managements nationwide 800 MHz spectrum portfolio has focused attention on ASTS, with traders debating whether losing a potential spectrum source strengthens SpaceX as a competitor or pushes traditional carriers to rely more on ASTS. Bearish reactions also point to ASTSs launch delays and execution concerns, while bulls argue SpaceXs network buildout will take years and does not displace ASTSs carrier partnerships.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs agreement to acquire nationwide low-band spectrum licenses is drawing attention as a step toward expanding Starlink into U.S. mobile service and competing with established carriers. Traders are divided between viewing the move as a major growth opportunity and worrying about the long rollout, financing and valuation, and potential selling pressure from insider share unlocks.

Verizon Communications, Inc. is a holding company, which engages in the provision of communications, information, and entertainment products and services. It operates through the following business segments: Consumer and Business. The Consumer segment provides consumer-focused wireless and wire line communications services and products. The Business segment offers wireless and wireline communications services and products, including FWA broadband, data, video and conferencing services, corporate networking solutions, security and managed network services, local and long-distance voice services, and network access to deliver various IoT services and products. The company was founded in 1983 and is headquartered in New York, NY.

Verizon Communications Inc

Verizon Communications Inc.

SpaceXs agreement to acquire low-band spectrum for Starlink Mobile has put Verizons competitive position in focus. Traders debate whether the move poses a meaningful threat or is a distant ambition requiring FCC approval and substantial network investment, with some viewing the telecom selloff as an overreaction.

T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

SpaceXs agreement to acquire an 800 MHz spectrum portfolio for Starlink Mobile has raised concerns about future competition with T-Mobile and other U.S. carriers. Traders are divided: some see a potential threat to pricing and market share, while others call the reaction excessive because a competing service may take years to scale and T-Mobiles established network remains an advantage.

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

Anticipation around Apples smart-home product launchincluding a new home hub and LG-developed accessoriesis driving discussion, with bullish traders seeing a broader product-cycle opportunity while skeptics question whether the lineup is innovative enough to justify Apples rich valuation.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

Wolfspeeds conditional, 30-year U.S. Department of War financing commitment of up to $1.5 billion is driving attention, with traders debating whether it improves the companys financial outlook enough to fuel a short squeeze. Optimism over government support and high short interest is countered by concerns about the deals conditions, potential dilution, and the sharp fade after the initial rally.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USAR is drawing attention amid a prolonged selloff in rare-earth stocks, with traders citing dilution concerns, short-term financing and execution risks, and revenue that may be years away. Bulls still point to U.S. government backing and the strategic push for domestic rare-earth supply, but frustration over the lack of a sustained rebound is prominent.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

STRKs sharp rally has revived discussion of Starknets privacy and Bitcoin DeFi plans, alongside its STARK-based post-quantum security narrative; traders also point to network development and rising activity, though claims about the rallys specific cause remain speculative. Reactions are split between optimism about the technology and concerns about volatility, token unlocks, and whether the move will hold.

Cardano is a blockchain platform built on academic research that enables smart contracts and decentralized applications while using significantly less energy than traditional cryptocurrencies like Bitcoin.   What sets Cardano apart is its methodical, research-driven approach — every major feature is peer-reviewed by scientists and cryptographers before being added to the network. This careful process aims to create a more secure and stable foundation compared to platforms that prioritize speed over thorough testing. The platform's native cryptocurrency, ADA, is used to send money, pay transaction fees, and participate in network governance.  Cardano uses a proof-of-stake system to process transactions, which works differently from Bitcoin's mining approach. Instead of competing to solve complex puzzles, users can "stake" their ADA — essentially locking it up temporarily — to become validators who verify transactions. The system selects validators based on how much ADA they've staked and for how long, then rewards them with additional ADA for their participation. This approach uses far less energy than traditional mining while keeping the network secure. The platform also features a two-layer design that separates basic payment transactions from smart contract operations, allowing each function to be optimized independently for better performance.   ADA holders can earn staking rewards by locking up their tokens to help secure the network, vote on proposed changes to the platform, and use ADA for international money transfers with lower fees than traditional services.  Cardano was founded in 2017 by Charles Hoskinson, who previously helped create Ethereum. Hoskinson leads Input Output Global (IOG), the technology company that builds and maintains Cardano's core software. The ecosystem operates through three organizations: IOG handles technical development, the Cardano Foundation promotes adoption and standardization, and Emurgo helps businesses integrate blockchain technology into their operations. This structure distributes responsibilities across multiple groups rather than concentrating control in a single entity.   In February 2025, major asset manager Grayscale Investments filed to create an exchange-traded fund (ETF) for Cardano with the U.S. Securities and Exchange Commission, which would allow traditional investors to buy ADA through their regular brokerage accounts without needing to set up cryptocurrency wallets.

Cardano

A sharp pullback in ADA after a recent rally is driving discussion, with traders debating whether it is a buying opportunity and healthy consolidation or a sign of further losses amid broader crypto volatility. No single Cardano-specific catalyst clearly dominates; some holders remain bullish on a breakout while skeptics call the move a pump-and-dump.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POETs business update on optical-engine shipments, customer qualification progress, improving yields and planned production expansion is driving discussion. Bulls view it as evidence of manufacturing progress, while skeptics say the update lacks named customers and clear proof that qualification work is converting into revenue, fueling frustration over execution and disclosure.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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Apple Inc.

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Oh Dear Lord RT @saraeisenFX RT Paul Krugman says QE3 may be too SMALL of a stimulus!..&quot;I would have liked a much stronger statement&quot; $MACRO

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Global Macro

 RT Paul Krugman says QE3 may be too SMALL of a stimulus!.."I would have liked a much stronger statement" 

Justice "Jack" Litle

@MercenaryJack @saraeisenFX Krugman wants Ben to airlift a ton more paper; We can catch the snowdrifts of fiat w wheelbarrows to buy bread

 Krugman wants Ben to airlift a ton more paper; We can catch the snowdrifts of fiat w wheelbarrows to buy bread