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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

A sharp selloff has traders debating whether Metas Muse and broader AI competition threaten Googles position in search and discovery, with the UKs proposed AI-assistant choice screens adding to concerns about search distribution. Some see the decline as an overreaction and are buying near technical support, while others cite rising yields and weakening competitive advantages as reasons for caution.

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

VKTX is drawing attention after encouraging VK2735 obesity-drug maintenance data showed patients retained much of their weight loss with less-frequent dosing, renewing optimism about the drugs potential in a competitive GLP-1 market. The community is divided between bullish views on the results and short-squeeze or buyout potential, and concerns that financing and dilution could weigh on the shares.

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

Trading is focused on an approaching lockup expiry that could add substantial share supply, alongside COO Gwynne Shotwells disclosed planned stock sale. Bears see these developments and SpaceXs high valuation as pressure points, while bulls argue the sale was preplanned and are buying the dip.

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 sold off after its investor-day outlook highlighted persistent inflation, weak restaurant traffic, and substantial spending on restaurant upgrades and franchise support. Traders are split between viewing the decline as a buying opportunity and worrying that high prices and soft consumer demand will keep weighing on sales.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

FDA scrutiny of compounded GLP-1 drugs and broader compliance concerns are weighing on sentiment, with traders also citing lawsuits and weak price action. Some bulls point to Hims Australia expansion as a growth offset, while skeptics remain focused on regulatory risk.

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

Strong Q2 results and a raised outlook, attributed largely to growth in Unitys Vector advertising business, have fueled bullish discussion and analyst upgrades. Traders are debating whether the rally can continue and whether Vector is gaining ground on AppLovin, while some caution that the shares may be overextended.

Arcturus Therapeutics Holdings, Inc. operates as a late-stage clinical mRNA medicines and vaccine company, which engages in the development of infectious disease vaccines and significant opportunities within liver and respiratory rare diseases. Its products include LUNAR-COV19, LUNAR-FLU, LUNAR-OTC, and LUNAR-CF. The company was founded in 2013 and is headquartered in San Diego, CA.

Arcturus Therapeutics Holdings Inc

Arcturuss OTC deficiency Phase 2 update and acquisition of AI discovery company myNEO are driving discussion. Traders see potential in the results and mRNA platform, but some worry that changes to the ARCT-810/ARCT-2601 plan, a longer timeline and added spending make the news less compelling than hoped.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain as well as the Onyx Goliath Blockchain. XCN is also used as an ERC-20 token for Staking and Governance.

Onyxcoin

XCNs sharp rally and breakout are drawing attention, with bullish traders pointing to Onyxs completed Chain technology acquisition and its neobank and payments plans as longer-term context. Others caution that the move may be a low-volume pump-and-dump and question whether the gains can hold.

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 QNX Alloy Kore platform won its first design selection with Coretura, the commercial-vehicle venture founded by Daimler Truck and Volvo Group, adding an estimated future royalty backlog and validating the platforms commercial potential. Traders are broadly bullish on possible wider adoption, but some caution that backlog is not near-term booked revenue and are looking to earnings and guidance for evidence of financial impact.

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 sharp rally is being tied mainly to claims circulating among traders that it handles a meaningful share of Metas Muse AI-agent traffic, including browser tasks, feeding hopes that Fastly could be valued as AI edge infrastructure rather than just a CDN. Bulls see re-rating potential and point to analyst target increases and security/edge-computing products, while skeptics question whether the reported traffic will translate into material revenue.

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