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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

Nikes fiscal first-quarter results are driving attention, with traders weighing an EPS beat against a revenue miss and a sharp, volatile reaction. Views are split between concerns about weak demand, China, and management, and hopes that the stocks steep decline leaves room for a turnaround; guidance is a key focus.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeings selection for the Navys next-generation F/A-XX fighter program is the dominant catalyst, with traders viewing it as a major boost to the companys long-term defense business. The bullish reaction is tempered by frustration that the stock has given back gains, alongside continued concern about the FAAs review of the 737 MAX software issue and certification timing.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Evernorths shareholder approval of its business combination with Armada, paving the way for an XRP-treasury company to trade on Nasdaq, is driving attention amid a sharp rally. Traders are betting on exposure to Evernorths planned XRP holdings and a potentially tight float, while others warn of SPAC volatility, uncertain redemptions and warrant risks.

Corteva, Inc. is a global pure-play agriculture company that combines innovative technologies, high-touch customer engagement and operational execution to profitably deliver solutions for the world's most pressing agriculture challenges. It generates advantaged market preference through its unique distribution strategy, together with its balanced and globally diverse mix of seed, crop protection, and digital products and services. The company leverages recognized agricultural brands and a robust technology pipeline to maximize productivity for farmers while working with stakeholders throughout the food system to fulfill its promise of enriching the lives of those who produce and those who consume, ensuring progress for generations to come. Corteva was founded in 1802 and is headquartered in Indianapolis, IN.

Corteva Inc

Cortevas completed spin-off of its seed and genetics business into Vylor has driven intense attention as CTVA now represents the standalone crop-protection business, making its steep apparent drop partly a structural adjustment. Traders are debating whether post-spin selling has left CTVA undervalued or whether the remaining business warrants further repricing, with some buying the dip and others warning of more downside.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

CBRS is under pressure as traders focus on insider share unlocks and selling, while a report that OpenAIs latest ultrafast model tier uses Nvidia GPUs has raised questions about Cerebras role. Bulls argue this does not erase broader OpenAI commitments or inference demand; bears see the added share supply and competitive concerns as near-term headwinds.

Accenture is a global professional services company that helps the world’s businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The firm combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. It operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Accenture plc - Ordinary Shares - Class A

Accentures quarterly earnings beat and record annual bookings sparked a sharp rally, with traders viewing the bookings as evidence that demand for consulting and AI-related services remains resilient. The reaction is divided: some see the results as easing fears that AI will undermine the business, while others cite modest growth guidance and ongoing AI-disruption concerns as reasons to take profits or remain bearish.

Mattel, Inc. engages in the ownership of children's and family entertainment franchises. It operates through the following segments: North America, International, and American Girl. The North America and International segments focus on marketing and selling toys and consumer products. The American Girl segment includes marketing, retailing, and publishing dedicated to its mission to help girls grow up with confidence and character. The company was founded by Elliot Handler, Ruth Handler, and Harold Matson in 1945 and is headquartered in El Segundo, CA.

Mattel, Inc.

Mattel is surging on reports that Authentic Brands Group has discussed a takeover offer, though no deal is assured. Traders are split between anticipating a higher bid or bidding war and warning that the report could be stale or prompt a selloff.

Agenus, Inc. is a clinical-stage company, which engages in the development and commercialization of technologies to treat cancers and infectious diseases. Its product pipeline includes Balstilimab, Zalifrelimab, AGEN1181, AGEN1327, AGEN2373, AGENt-797 and AGEN1777. The company was founded by Garo H. Armen and Pramod K. Srivastava on March 31, 1994 and is headquartered in Lexington, MA.

Agenus Inc

A sharp selloff has traders speculating about undisclosed bad news or concerns about upcoming BOT+BAL trial data, though no specific negative catalyst is confirmed. Some see the drop as a buying opportunity, while others point to possible dilution and warn of further weakness.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

UMACs sharp selloff is driving discussion, with traders speculating about an unconfirmed offering and questioning the move. Some also point to the Pentagons new Autonomous Warfare Command announcement, but no company-specific catalyst for the decline is confirmed.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transoceans planned Valaris merger moved closer to completion after the DOJ closed its antitrust review, prompting traders to discuss potential synergies and remaining approvals. Optimism about the deal and the companys offshore backlog contrasts with frustration over RIGs muted share performance and speculation that elevated short interest is weighing on the stock.

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$POET https://www.linkedin.com/posts/ecoc-exhibition_a-big-congratulations-to-all-our-ecoc-exhibition-activity-7508060036330414081-vUhF?utm_source=share&amp;utm_medium=member_ios&amp;rcm=ACoAACF2vZQBAy6-ypS_1rN2kwBI-U_QFNKgcnA   no win for us, but these awards are not what matters, we had plenty of them and are still at 8 dollars we need news with a lot of DOLLARS attached to them

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Charles

A big congratulations to all our ECOC Exhibition Industry Awards winners: 🔹Best Optical Module - Ciena's Vesta 200 6.4T CPX 🔹Best Optical Test & Measurement Process - Keysight Technologies' Keysight N4378A Lightwave Component Analyzer (LCA) - 220 GHz 🔹Fibre Infrastructure Innovation - FURUKAWA ELECTRIC GROUP's Snap‑Beam Connector: Compact, Detachable Optical

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A big congratulations to all our ECOC Exhibition Industry Awards winners: 🔹Best Optical Module - Ciena's Vesta 200 6.4T CPX 🔹Best Optical Test &amp; Measurement Process - Keysight Technologies'... | ECOC Exhibition

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POET Technologies Inc

   no win for us, but these awards are not what matters, we had plenty of them and are still at 8 dollars we need news with a lot of DOLLARS attached to them