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Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is experiencing intense volatility following its first quarterly earnings report, which featured a significant revenue beat alongside ongoing net losses that have fueled a fierce debate between long-term bulls and skeptical bears. Market participants are primarily focused on the upcoming share lock-up expiration while trading positions based on concerns over massive capital expenditure and the sustainability of the company's trillion-dollar valuation.

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

AMD is seeing intense investor speculation as the market weighs strong AI-driven growth expectations against concerns about high valuations and significant capital expenditure. The community remains deeply divided between bulls anticipating an AI-led breakout and skeptics warning of a "sell the news" event following the stock's recent rally.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending as investors react to the company securing a massive $1 billion credit facility for strategic growth, while the community remains fiercely divided between long-term bulls highlighting its 19-quarter beat-and-raise streak and vocal critics skeptical of its price action. Despite broader software sector volatility and concerns over institutional manipulation, bullish sentiment is building ahead of upcoming earnings as traders speculate on potential upside driven by key partnerships with major tech players.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense is trending as investors react to a series of significant contract awards and government funding wins, even as the stock faces continued volatility amid broader defense sector rotation. The community remains deeply divided, with bulls highlighting the company's strong long-term fundamentals and growing backlog, while bears express frustration over recent price performance and persistent selling pressure.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart Holdings is trending as investors weigh significant growth in loan originations and a new multi-billion dollar funding agreement against concerns over macroeconomic headwinds and elevated short interest. While bulls highlight improving fundamentals and potential long-term benefits from a conditional national bank charter, the community remains divided and frustrated by high volatility, persistent selling pressure, and management's approach to guidance.

Digital Turbine, Inc. is a mobile growth platform that offers solutions for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The firm operates through the On Device Solutions (ODS) and App Growth Platform (AGP) segments. The ODS segment generates revenue from the delivery of mobile application media or content to end users with solutions for all participants in the mobile application ecosystem that want to connect with end users and consumers who hold the device. This includes mobile carriers and device OEMs that participate in the app economy, app publishers and developers, and brands and advertising agencies. The AGP segment provides platforms that allow mobile app publishers and developers to monetize their monthly active users via display, native, and video advertising. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbine is experiencing significant market interest driven by anticipation of upcoming earnings results and ongoing speculation regarding potential revenue acceleration from its AI-driven mobile advertising and app discovery initiatives. Investors are actively debating the company's fiscal turnaround, with many community members focusing on the stock's recent price volatility and technical positioning as they weigh the potential for institutional accumulation against lingering concerns regarding debt levels.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is seeing intense investor focus following a strong earnings report that showcased robust revenue growth and increased forward guidance, cementing its position as a critical player in AI infrastructure. The community is actively debating the stock's recent volatility and the potential for a breakout, with many investors viewing it as a cornerstone for long-term cloud networking demand.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is trending following a massive Q2 earnings beat that featured record revenue growth and an upward revision to full-year guidance. The community is actively debating the company's long-term commercial scaling, specifically highlighting new multi-year partnerships and defense-sector demand as key catalysts.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Mining is drawing intense community focus as investors weigh the company's early delivery of its Black Pearl facility and expansion into high-performance computing against recent quarterly financial results that fell short of expectations. While some market participants express concern over mining revenue declines and broader data center sector volatility, many traders are actively accumulating shares, citing a bullish long-term thesis centered on massive contracted revenue backlogs and the strategic value of the company's expanding power infrastructure.

Rigel Pharmaceuticals, Inc. operates as a clinical stage biotechnology company. It discovers and develops novel, targeted drugs in the therapeutic areas of immunology, oncology and immune oncology. The firm focuses on intracellular signalling pathways and related targets that are critical to disease mechanisms. The company's products include Tavalisse, Fostamatinib and R835. Rigel Pharmaceuticals was founded by Donald G. Payan, James M. Gower, Thomas A. Raffin, Garry P. Nolan and Ronald B. Garren on June 14, 1996 and is headquartered in South San Francisco, CA.

Rigel Pharmaceuticals

Rigel Pharmaceuticals is currently a focal point for investors following the successful in-licensing of VEPPANU, the first FDA-approved oral PROTAC therapy, which the community views as a potential blockbuster asset. Bullish sentiment is being driven by the prospect of this new revenue driver, coupled with high short interest that has sparked intense speculation regarding a possible short squeeze or strategic acquisition.

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$NMR  sees India growth holding at 6.6% despite $100 oil on strong capital inflows 
 
https://www.cnbctv18.com/economy/nomura-india-growth-holding-6-6-percent-100-crude-oil-prices-strong-capital-inflows-west-asia-geopolitical-tensions-us-fed-gdp-19953155.htm

Rising oil prices, US bond yields and West Asia tensions are reshaping the outlook for Asia. Nomura and BNP Paribas explain how foreign inflows, the rupee and RBI policy could influence India's economy in the months ahead.

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Nomura sees India growth holding at 6.6% despite $100 oil on strong capital inflows - CNBC TV18

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Nomura Holdings Inc.

  sees India growth holding at 6.6% despite $100 oil on strong capital inflows 
 
