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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFis stronger-than-expected quarterly results and raised full-year outlook, alongside an upbeat 2027 forecast, are driving attention. Many traders see the report as a reason for a rebound and possible short covering, while skeptics warn that the post-earnings gains could fade and point to weakness in the technology platform and the stocks history of selling off after results.

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 quarterly results are driving discussion: traders are weighing positive free cash flow and a record backlog against a larger-than-expected loss and ongoing aircraft production and delivery challenges. Some see signs of a turnaround, while others remain skeptical that the company can execute consistently.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPals Q3 results and outlook are driving discussion: traders cite an adjusted-profit beat and higher full-year guidance, while the revenue shortfall and muted share reaction temper enthusiasm. Bulls point to managements turnaround comments, buybacks and new growth drivers; skeptics question whether checkout growth and margins can improve enough to sustain the recovery.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Anthropics IPO filing and bank-backed financing for Broadcom AI chips, alongside a D.A. Davidson upgrade, have renewed attention on the companys AI demand outlook. Many traders view the deal as evidence of future demand, while others question the financing and credit exposure and note that the stock has struggled to hold gains.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxys strong third-quarter results and announced share buyback are drawing attention, but the reaction is mixed: bulls point to the earnings beat and Helios data-center progress, while skeptics question how much of the profit is repeatable and remain concerned about the lack of a new tenant and reliance on CoreWeave.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celesticas strong quarterly results and upbeat outlook, supported by demand for AI data-center infrastructure, are driving attention. Many traders welcome the growth and guidance, while others point to weaker free-cash-flow expectations, expansion costs, and a volatile post-earnings fade as reasons for caution.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodatas rally is being linked to a Hunterbrook report alleging its work on long-horizon AI agents is for Metas Muse; neither company has confirmed the connection. Traders are split between viewing the potential AI-agent work as a growth catalyst and treating the report as unverified speculation that could leave the stock vulnerable to a pullback.

Whirlpool Corp. engages in the manufacturing and marketing of home appliances. Its products include home laundry appliances, refrigerators and freezers, cooking appliances, home dishwashers, and room air-conditioning equipment, mixers, and portable household appliances. The firm's brands include Whirlpool, KitchenAid, Maytag, Consul, Brastemp, Amana, Bauknecht, JennAir, and Indesit. It operates through the following geographical segments: Major Domestic Appliances (MDA) North America, Major Domestic Appliances (MDA) Latin America, Small Domestic Appliances (SDA) Global, and Others. The company was founded by Emory Upton, Fred Upton, and Louis C. Upton on November 11, 1911 and is headquartered in Benton Harbor, MI.

Whirlpool Corp.

Whirlpools third-quarter earnings miss and another reduction in its 2026 outlook, now projecting a loss, are driving attention amid weak appliance demand and margin pressure. Many traders are bearish and worried about the companys debt and further downside, while some see the steep selloff as a possible oversold-bounce opportunity.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Cornings quarterly results topped expectations, with strong AI-driven optical communications demand and a higher outlook drawing attention. Traders are split on the upbeat reports significance, with some welcoming the growth while others say the modest forecast lift may not overcome broader AI-spending concerns.

United Parcel Service, Inc. is a package delivery company, which engages in the provision of global supply chain management solutions. It operates through the following segments: U.S. Domestic Package and International Package. The U.S. Domestic Package segment includes time-definite delivery of letters, documents, and packages. The International Package segment focuses on delivery and shipments in Europe, Asia, the Indian sub-continent, the Middle East, Africa, Canada, and Latin America. The company was founded by James E. Casey and Claude Ryan on August 28, 1907 and is headquartered in Atlanta, GA.

United Parcel Service, Inc. - Ordinary Shares - Class B

United Parcel Service, Inc.

UPSs better-than-expected quarterly results and raised full-year outlook are driving attention, but shares have edged lower despite the upbeat report. Traders are debating whether improved guidance and network efficiencies signal a durable turnaround or whether weaker package volumes and margin concerns will limit the recovery.

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$DOW chem price indexes were all up Friday.  Up again significantly today.  I’ve been seeing posts on X that China has worked through all of its petchem surplus from before the Iran war.  As long as the blockade is in effect they can’t get access to cheap Iran oil to undercut the world on pricing.  Maybe that’s the reason for the price increases?

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Dow Inc

 chem price indexes were all up Friday.  Up again significantly today.  I’ve been seeing posts on X that China has worked through all of its petchem surplus from before the Iran war.  As long as the blockade is in effect they can’t get access to cheap Iran oil to undercut the world on pricing.  Maybe that’s the reason for the price increases?

John Harrison

@Jharrison Once the building permit is issued, $DOW should begin constructing X-energy ($XE) nuclear reactors at its Texas chemical plant to address high energy costs. 
 
X-Energy and American Electric Power have signed a joint development agreement which covers feasibility work for a 960 MW SMR project in Sullivan County, Indiana. The plan calls for 12 Xe-100 units which will produce 80 MW of electricity each. The site sits near the retired Breed Generating Station which AEP owns.  
  
Amazon will provide project development funding as part of the agreement. This is the second deal under a larger plan between X-Energy and Amazon to add more than 5 gigawatts of nuclear power by 2039.  
  
AEP owns the land for the project and has decades of nuclear operating experience. Moreover, Amazon is paying for early development, while X-Energy brings the reactor technology itself to the table.  
https://www.barchart.com/story/news/8337772/x-energy-stock-surges-on-potential-nuclear-energy-deal

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X-Energy Inc

) nuclear reactors at its Texas chemical plant to address high energy costs. 
 
X-Energy and American Electric Power have signed a joint development agreement which covers feasibility work for a 960 MW SMR project in Sullivan County, Indiana. The plan calls for 12 Xe-100 units which will produce 80 MW of electricity each. The site sits near the retired Breed Generating Station which AEP owns.  
  
Amazon will provide project development funding as part of the agreement. This is the second deal under a larger plan between X-Energy and Amazon to add more than 5 gigawatts of nuclear power by 2039.  
  
AEP owns the land for the project and has decades of nuclear operating experience. Moreover, Amazon is paying for early development, while X-Energy brings the reactor technology itself to the table.  
