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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 Connects Muse AI agent and new smart-glasses, VR and handheld products are driving attention, with bulls focused on AIs consumer-platform potential and skeptics questioning monetization, privacy and product appeal. The discussion also centers on volatile trading and whether the events news will support further gains or prompt a sell-the-news pullback.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Rising Treasury yields, stronger-than-expected economic data and concern about further Fed tightening are weighing on QQQs growth-heavy holdings, with higher oil prices and geopolitical uncertainty adding pressure. Traders are split between expecting more downside and buying dips, pointing to the indexs resilience despite the macro headwinds.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

Raytheons missile and air-defense contracts, production ramp-ups, and large backlog are driving discussion, with traders citing ammunition replenishment and sustained defense demand. That optimism is tempered by complaints about the stocks pullback and valuation, while some see oversold conditions as a potential bounce setup.

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 upcoming quarterly results are drawing attention, with traders focused on revenue growth and guidance after QNXs first Alloy Kore design win. Bulls see the win and NVIDIAs references to QNX as validation of growth potential, while skeptics want evidence that backlog and partnerships will translate into revenue.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

A large lockup release making additional shares eligible for sale, alongside a disclosed planned share sale by COO Gwynne Shotwell, is fueling concern about added supply and pressure on SPCX. Bears also question the valuation, while bulls argue the insider sale is preplanned and the unlocked shares may not be sold; some are focused on the upcoming Starship flight as a potential counterpoint.

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

Unity is drawing attention around Meta Connect, where traders are connecting Metas VR and AI hardware push to Unitys existing development-platform relationship and watching for a possible Unity-related announcement. Heavy call-option activity and breakout hopes have added to the excitement, but some traders caution that no new deal or announcement is confirmed.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarnas sharp post-earnings selloff after reduced guidance, attributed in part to weakness in Germany, remains the main focus despite improving business metrics. Traders are divided over whether the decline is justified, with bulls pointing to the CEOs large share purchase and Apple financing partnership while skeptics emphasize guidance and profitability concerns.

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 to record highs and a landmark market-cap milestone dominate discussion, with traders pointing to AI-compute demand, server CPUs and agentic-AI deployments as fuel. Bulls expect growth to continue, while skeptics cite stretched valuation, profit-taking, insider sales and higher-rate risks as reasons for a pullback.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

The USITC instituted a Section 337 investigation into Netlists allegations that Micron DRAM products infringe its patents, with HPE, Lenovo and Super Micro also named in the case. Traders reacted bullishly and discussed the probe as added pressure that could lead to a Micron license or settlement, while some cautioned that institution is not a finding of infringement and the cases outcome remains uncertain.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros announcement that it has begun shipping Nvidia Vera Rubin NVL72 racks is drawing attention as a potential validation of its AI data-center business. Bullish traders view the shipments as support for growth and a possible breakout, while others are frustrated that the stock has shown a muted response and may be selling the news or tracking broader market weakness.

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$B https://x.com/iponewsroom_/status/2102544832938094747?s=46&amp;t=DgglG6X8xxcIgqubj3GVgQ

BARRICK GOLD SIGNS FIVE-YEAR AI DEAL AHEAD OF NORTH AMERICA IPOBarrick Gold's North American unit has signed a five-year partnership with industrial AI startup Avathon as it prepares to float a minority stake in the business by year-end.Avathon will use AI across Barrick's... pic.twitter.com/bcgHNy96Vm

X (Formerly Twitter)

IPO Newsroom on X (formerly Twitter): "BARRICK GOLD SIGNS FIVE-YEAR AI DEAL AHEAD OF NORTH AMERICA IPOBarrick Gold's North American unit has signed a five-year partnership with industrial AI startup Avathon as it prepares to float a minority stake in t...