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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

Meta's proposed settlement in the teen social media addiction trial removes a major legal overhang, but traders are split on whether the defined payout and new platform restrictions for minors will ultimately be a positive or negative catalyst for the stock.

Abercrombie & Fitch Co. engages in the retail of apparel, personal care products, and accessories. The firm operates through following geographical segments: Americas, Europe, the Middle East and Africa (EMEA), and Asia-Pacific (APAC). Its brands include Abercrombie and Hollister. The company was founded by David Abercrombie in 1892 and is headquartered in New Albany, OH.

Abercrombie & Fitch Co. - Ordinary Shares - Class A

Abercrombie & Fitch Co.

$ANF is surging after a huge earnings beat and raised full-year guidance, igniting intense debate between bullish traders citing institutional buying and a potential short squeeze and bearish voices dismissing the pop as a one-time tariff refund and warning of a brand slowdown.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

NKE is trending as a wave of analyst downgrades sparked by Dick's Sporting Goods' weak guidance and footwear demand concerns fuels intense debate over whether the stock's multi-year low is a value trap or a generational buying opportunity. Community sentiment is deeply split, with bulls citing the brand's resilience and 4% dividend yield while bears warn of further downside and potential Dow removal.

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

Traders are hyper-focused on NVDA's post-market earnings as the definitive test for the AI trade, with sentiment split between expectations of a blowout quarter and fears of a 'sell the news' drop. The chatter is heavily influenced by OpenAI's new custom chip, with retail viewing it as either a significant competitive threat or a negligible factor to Nvidia's dominance.

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

AST SpaceMobile shares are under pressure as retail traders express frustration over launch delays and management guidance, with sentiment turning bearish despite recent catalysts like the Japan J-LEO award and FCC testing approval. The broader space sector is also weakening, with traders noting the SpaceX Falcon 9 wind-down as a key factor for ASTS's launch capacity.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Traders are focused on the CLARITY Act Senate vote and Arc mainnet launch as key catalysts for CRCL, with bullish sentiment around regulatory clarity and institutional adoption of stablecoins. While many see upside from these developments, some caution about competitive pressure and reliance on reserve income.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuits post-earnings plunge dominates retail chatter as weak FY27 guidance and CEO acknowledgment that pricing is driving TurboTax customers to cheaper rivals fuel AI-disruption fears. While bears see further downside, bulls are buying the dip, debating whether the selloff is overdone amid analyst downgrades.

Wingstop, Inc. is a franchisor and chicken wings-focused restaurant. The firm is engaged in the flavor business offering cooked-to-order, hand-sauced, and tossed classic and boneless wings, tenders and chicken sandwiches in flavors, with signature sides, such as its seasoned fries and house made ranch and bleu cheese dips. The company was founded in 1994 and is headquartered in Dallas, TX.

Wingstop Inc

WING is drawing intense retail debate as the stock relentlessly grinds to new 52-week lows, with bears predicting further downside and even bankruptcy. Simultaneously, a vocal cohort of dip-buyers is aggressively defending the pullback, citing the company's long-term growth story and buybacks as a compelling value opportunity, creating a stark divide on the stock's near-term fate.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

Kohl's Corp. engages in the operation of family-oriented department stores. Its business line includes apparel, footwear, and accessories for women, men, and children, home products, beauty products, and accessories. The stores generally carry a consistent merchandise assortment with some differences attributable to regional preferences. The company was founded in 1962 and is headquartered in Menomonee Falls, WI.

Kohl`s Corp.

Kohl's Corp

Kohl's surged on an EPS beat and raised guidance fueled by tariff refunds, but a 0.9% sales decline and cautious outlook triggered a sharp pullback, sparking intense debate over the bull caserestarted buybacks, debt paydown, and high short interestversus bears focused on weak demand and the low quality of the profit beat.

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$AVGO $CRDO $GOOGL $MRVL AVGO contract with Google in place until 2031. Digest this while you are at it

Mike

Yousef Asaad

$CRDO the news about $MRVL  winning the $GOOGL  chip business from $AVGO  has really hurt this company!  Down nearly 20% this week since the announcement.

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Louis Durante

$AVGO $CRDO $GOOGL $MRVL is that’s why avgo is getting crushed everyday???

de ke

 AVGO contract with Google in place until 2031. Digest this while you are at it

Lucky27

@AVGOmysugardaddy that’s a good headline.  But market isn’t buying it

 that’s a good headline.  But market isn’t buying it

@AVGOmysugardaddy @LuigiDurante The pie is only so big, and MRVL is taking a big slice.

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 The pie is only so big, and MRVL is taking a big slice.