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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 Muse AI agent launch and its early user traction have fueled optimism that the product could open new monetization paths, amplified by analyst upgrades and attention around Meta Connect. Traders are split between seeing Muse as a promising consumer-AI platform and viewing the rally as overhyped, citing uncertain revenue potential, privacy concerns, and the risk of a sell-the-news pullback.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonalds shares fell sharply after managements investor-day outlook highlighted persistent inflation, weak traffic and continued pressure on U.S. demand, alongside substantial restaurant and franchise investment under its growth plan. Traders debate whether the selloff is an overreaction and a buying opportunity or reflects deeper concerns about affordability, execution and slowing customer traffic.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Vikings proposed stock-and-convertible-note financing following encouraging VK2735 obesity-drug maintenance data is driving discussion. Traders are divided over the dilution and timingwhich some say undermined the stocks momentumwhile others view the added funding as strengthening the companys ability to advance the drug and negotiate potential deals.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unitys strong Q2 results and upbeat outlook, driven by growth in its Vector-powered advertising business, have fueled a turnaround narrative and a wave of analyst upgrades. Traders are broadly encouraged by improving execution and potential competition with AppLovin, while some caution that the rally may be stretched and question whether the growth is sustainable.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas acquisitions of three defense technology businesses are drawing attention as traders debate whether the deals strengthen its autonomous-defense platform or add dilution and integration risk. Some see the roll-up strategy as growth potential, while skeptics want evidence that acquisitions will translate into orders, revenue, and profitability; short-squeeze and options chatter is also prominent.

GRAIL, Inc. operates as a commercial-stage healthcare company, which engages in the development of a technology for early detection of cancer. It utilizes machine learning, software, and automation to detect and identify multiple deadly cancer types in earlier stages. The company was founded by Jeffrey T. Huber, William H. Rastetter, Mostafa Ronaghi, and Richard D. Klausner on September 11, 2015 and is headquartered in Menlo Park, CA.

GRAIL Inc.

GRAIL is drawing attention after Galleri missed the NHS-Galleri trials primary endpoint for reducing Stage III/IV cancer diagnoses, prompting a sharp selloff. Traders are split between viewing the result as a major setback and pointing to improved detection trends, available cash, and the pending U.S. FDA review as reasons the reaction may be overdone.

Amarin Corp. Plc is a pharmaceutical company, which focuses on the commercialization and development of therapeutics for cardiovascular health. It focuses on the development and commercialization of Vascepa capsules. The company was founded by Geoffrey William Guy on March 1, 1989 and is headquartered in Dublin, Ireland.

Amarin Corp - ADR

Amarin is drawing attention ahead of the Phase 3 EMT-2 colorectal cancer study results expected at ESMO, with traders debating whether a positive readout could add value to its EPA platform. Many also see the pending LR-EtEPA patent as crucial to monetization amid generic competition, while emphasizing that neither the study outcome nor patent protection is assured.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets sharp selloff is being linked by traders to concerns that Metas Muse could intensify competition for AI-driven search and discovery, alongside rising Treasury yields and hawkish rate expectations weighing on tech stocks. The community is split between viewing the AI threat as overstated and buying the dip, and fearing that Google is losing ground in the AI race.

Jersey Mike's Subs, Inc. engages in franchising fast casual, submarine-style sandwich restaurants specializing in authentic, hand-crafted, and craveable subs. The company was founded by Peter Cancro in 1956 and is headquartered in Tinton Falls, NJ.

Jersey Mike`s Subs Inc. - Ordinary Shares - Class A

Jersey Mikes quarterly results and growth outlook are driving discussion: traders point to higher revenue, same-store sales growth, and expansion plans, while skeptics focus on lower net income, debt, and concerns that the stock is overvalued. Reactions are mixed, with some viewing the business momentum as encouraging and others remaining bearish on the IPO.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastlys investor day and its AI-focused product roadmap are driving attention, with traders viewing edge computing and agentic-AI traffic as potential growth catalysts; some also cite claims about Fastly handling Meta Muse traffic. The bullish re-rating narrative is tempered by skepticism about whether AI demand can translate into durable economics, alongside concerns that the sharp rally may fade.

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