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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 rally and record-high momentum are drawing attention, with bulls tying the move to AI and agentic workloadsparticularly expectations that Metas Muse could boost CPU and data-center demandand to a possible short squeeze. Bears argue the valuation has outrun fundamentals and warn of profit-taking or a pullback.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels rally is being tied to renewed interest in CPU demand for AI-agent workloads, including discussion of Metas Muse, alongside a broader semiconductor upswing. Traders are largely bullish on the breakout and turnaround potential, though some warn the sharp move looks overextended and question whether unconfirmed partnership or foundry news can sustain it.

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

Metas rally is being tied to excitement around its Muse AI assistant, expanded device plans and shopping and booking integrations, which traders see as potential paths to broader adoption and monetization. Bulls point to Muses momentum and Metas distribution reach, while skeptics question real-world demand and profitability and warn the sharp run may be overextended.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtions reported achievement of 30 entangled logical qubits on its commercial Sqale system using 80 physical qubits is driving attention. Many traders view it as a major validation of the companys quantum technology, while others say the muted share-price reaction and lingering market skepticism temper the excitement.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys quarterly earnings beat and higher full-year outlook, led by record QNX growth and major automotive design wins, are driving attention; traders also highlight a reported Uber QNX selection and potential growth in robotics and autonomous vehicles. The reaction is split: many see stronger long-term prospects, while others question the muted, volatile share-price response and point to softer near-term guidance and Secure Communications concerns.

The Ondo Foundation was founded in 2022 as an independently governed and nonprofit Cayman Islands Foundation Company with no beneficial owners. The Ondo Foundation assisted in the launch of the Ondo DAO, which deployed and currently governs Flux Finance, the first lending protocol supporting tokenized securities as collateral.  ONDO token holders are entrusted with shaping the future of the Ondo DAO so that it continues to pursue its mission to democratize access to institutional-grade finance. The Ondo DAO gives ONDO holders specific rights pertaining to Flux Finance, which is currently governed by the Ondo DAO.

Ondo

ONDOs sharp rally is drawing attention as traders point to a breakout and renewed interest in the real-world-asset tokenization theme, including institutional and DTCC-related developments. Bulls also look to a possible fee switch to link protocol activity to token-holder value, while skeptics note that ONDO currently functions mainly as a governance token and its price often follows broader crypto moves.

Akamai Technologies, Inc. is the cybersecurity and cloud computing company that powers and protects business online. The market security solutions, superior threat intelligence, and global operations team provide defense in depth to safeguard enterprise data and applications everywhere. The firm full-stack cloud computing solutions deliver performance and affordability on the world’s most distributed platform. The global enterprises trust Akamai to provide the industry reliability, scale, and expertise they need to grow their business with confidence. The company was founded by Frank T. Leighton, Jonathan Seelig, Randall S. Kaplan, and Daniel M. Lewin on August 20, 1998 and is headquartered in Cambridge, MA.

Akamai Technologies Inc

Akamais announced seven-year cloud-services agreement with Anthropic, valued at $11.6 billion with options to expand, is driving attention as traders view it as validation of its AI-infrastructure business. The bullish reaction is tempered by concerns about the capital spending required to fulfill the contract and potential dilution from warrants issued to Anthropic.

Securitize Corp. is a financial technology company, which engages in the provision of regulated infrastructure for the issuance, management, trading, and administration of tokenized real-world assets (RWAs). The company was founded on October 17, 2025 and is headquartered in Miami, FL.

Securitize Corp.

ARK Invests tokenization of its ARK Venture Fund through Securitize is driving attention, reinforcing the companys role in blockchain-based securities infrastructure. Traders are largely celebrating the sharp rally and broader tokenization opportunity, while some warn the move looks parabolic and are taking profits.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costcos fiscal fourth-quarter results beat expectations, with strong comparable sales and digital growth, but shares barely reacted. Traders are debating whether the underlying sales pace justifies the stocks premium valuation and how much the one-time tariff refund boosted reported earnings.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as Treasury yields surge to multi-decade highs amid sticky inflation concerns, resilient economic data, hawkish Fed signals and worries about government borrowing. Traders are largely alarmed and bearish, though some are buying the selloff in anticipation of a rebound; others debate whether rising yields will eventually weigh on equities, which have remained comparatively resilient.

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Nifty 50

Nifty Bank

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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Microsoft Corporation

NVIDIA Corp

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