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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

Muses early adoption and Meta Connect showcase of AI features and smart glasses are driving attention, with traders debating whether the agent can become a meaningful business beyond Metas advertising core. Bulls see a new consumer-AI growth opportunity, while skeptics point to privacy concerns, uncertain monetization and the risk of a sell-the-news reaction after the stocks sharp run-up.

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 investor-day outlookwarning that sticky inflation and sluggish restaurant traffic may persist, alongside plans for major restaurant and franchisee investmentshas prompted a sharp selloff. Traders are split between concerns that weak traffic and spending needs could weigh on returns and views that the decline has created an oversold buying opportunity.

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

Unitys strong Q2 results and upbeat outlook, driven by improving Vector-powered advertising performance and profitability, have fueled a bullish turnaround narrative and analyst upgrades. Traders are also debating whether the gains can hold, with some pointing to short-term overextension and uncertainty about sustained growth and market-share gains against AppLovin.

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

Vikings proposed stock-and-convertible-note financing has dominated discussion, following encouraging VK2735 obesity-drug maintenance results. Traders are divided over whether dilution and the timing of the raise undermine the rally or strengthen the companys funding and negotiating position; buyout and partnership talk remains speculative.

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

Rising Treasury yields and renewed rate-hike fears weighed on growth stocks, while traders also debated whether Metas Muse AI could pressure Googles AI and search position. The reaction is divided between dip-buyers calling the selloff an overreaction and bears concerned about competitive risks.

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 first Alloy Kore design win with Coretura, a Daimler TruckVolvo venture, is drawing attention as its largest QNX win and a boost to estimated royalty backlog. Traders see it as validation of QNXs growth potential, while others question how quickly the backlog will convert to revenue and await evidence in Q2 results and guidance.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs strong rally and push toward record highs have intensified debate over Michael Burry adding to his short position. Bulls point to the stocks momentum and dismiss the bearish bet, while skeptics argue its valuation leaves it vulnerable to a pullback.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novos Capital Markets Day outlook has fueled a selloff, with traders saying long-term growth goals offered too little near-term reassurance amid Lillys competition, pricing pressure and semaglutides coming patent cliff. Many criticize management and question execution, while some bullish traders see the weakness as excessive and point to the Wegovy pill and Novos valuation.

Jersey Mike's Subs, Inc. engages in franchising fast casual, submarine-style sandwich restaurants specializing in authentic, hand-crafted, and craveable subs. The company was founded by Peter Cancro in 1956 and is headquartered in Tinton Falls, NJ.

Jersey Mike`s Subs Inc. - Ordinary Shares - Class A

Quarterly results and the companys growth outlook are driving attention, with bullish traders pointing to stronger same-store sales and expansion plans while skeptics focus on lower net income, debt, and the stocks valuation. Reactions are split, with some viewing the report as solid and others calling it disappointing despite a positive share-price response.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas acquisition-led expansion in defense and autonomous drone technology is the main topic, with recent additions discussed as broadening its detection, autonomy, communications and navigation capabilities. Bulls see the deals as building an integrated defense platform, while critics cite dilution and integration risks, weak share performance and the need for more contracts and revenue execution; some also point to the company missing a recent Pentagon drone-program cut.

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