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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

Metas post-earnings selloff is centered on investor concerns that rising AI infrastructure spending, weaker cash generation, and the new nonvoting-share plan could require more financing and dilute shareholders, despite strong advertising growth and a revenue beat. Traders are split between viewing the drop as an overreaction to a solid business update and seeing the spending and share structure as significant risks.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia shares are selling off despite a stronger-than-expected Q3 earnings report and rapid AI-and-cloud growth; traders point to weaker cash-flow expectations and higher restructuring costs as reasons the positive results failed to lift the stock. Some also blame broader weakness in AI-linked technology shares, while bulls view the decline as an overreaction to the quarter.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

Traders are linking MLTXs sharp move to AbbVies Phase 3 hidradenitis suppurativa results, debating whether the readouts modest placebo-adjusted efficacy improves sonelokimabs competitive position. Some see it as supportive for MoonLake, while others caution that cross-trial comparisons are not definitive and speculate about the FDA review and a possible buyout.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgents CFO departure and replacement are driving a sharp selloff, with the lack of a clear explanation fueling speculation among traders about possible financial problems. Some investors see the reaction as excessive and are buying the dip, while others want management to clarify the change and reaffirm guidance.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas mixed Q3 reportflat revenue and weaker operating profitability despite an adjusted earnings beatdrove a volatile reaction, with investors also weighing reduced capital-spending guidance and tempered Optimus and Robotaxi timelines. Traders are debating the potential SpaceX merger: some see a possible premium and strategic upside, while others question the deals terms, valuation and impact on Tesla shareholders.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBMs quarterly results beat expectations and raised its free-cash-flow outlook, but shares sold off sharply, prompting traders to debate why a strong report failed to sustain the initial post-earnings pop. Bulls point to software growth and analyst upgrades, while skeptics cite an unchanged revenue outlook, margin and consulting concerns, and possible profit-taking or results already priced in.

Biohaven Ltd. is a global clinical stage biopharmaceutical company, which engages in the discovery, development, and commercialization of therapies for people with neurological and neuropsychiatric diseases. The company was founded on May 2, 2022 and is headquartered in New Haven, CT.

Biohaven Ltd

Biohaven Pharmaceutical Holding Company Ltd

The FDA accepted Biohavens resubmitted application for Vyglxia (troriluzole) for spinocerebellar ataxia, setting a first-quarter 2027 decision goal and bringing the previously rejected drug back into review. Traders are reacting to the regulatory milestone and potential short covering, while cautioning that acceptance is not approval and an FDA advisory committee remains a key risk.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Researchs shares are falling despite record quarterly results as traders focus on a December outlook that offered little upside surprise, with supply constraints delaying shipments and China revenue expected to decline. Bulls argue the bottlenecks shift revenue timing rather than signal weaker demand, while skeptics see the reaction as a reset after high expectations.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

American Airlines quarterly results and outlook are driving attention: revenue and the adjusted loss came in better than expected, but higher fuel costs led the company to forecast losses and slower growth. Traders are divided between buyers surprised by the stocks rebound and bears focused on fuel pressure and the weakened outlook.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

A quarterly earnings beat, raised full-year guidance and record backlog are driving LMTs rally, alongside a 10-year framework for 850 F-35s that is not yet a finalized contract. Traders are broadly bullish on the results and defense demand, while some flag execution and margin risks.

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$VERI $ORCL $NVDA $ADI Analog Devices history lesson.  ADI acquired Maxim Integrated Products and Linear Tech.  Prior to these acquisitions, all 3 companies battled each other for the HUGE OPPORTUNITY that existed back when Intel and digital processors became mainstream.  Integrated circuits wre needed to translate analog signals to digital and THE REAL WORLD was ANALOG.  The same thing is happening with AI.  The real world is UNSTRUCTURED DATA and one company will help robotics translate-&gt;VERI.

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Jensen Huang

$VERI $ORCL $NVDA NVDA is a VERI customer.  ORCL is a VERI partner.  IN JAPAN-&gt; &quot;Huang emphasized that the next wave of AI will be physical AI—robots, factories, vehicles, and industrial systems that can perceive, reason, and act in the real world&quot; &quot;Ryan Steelberg, CEO of Veritone, which builds enterprise AI solutions, said that, as more companies train AI models on audio and video, robotics and autonomous-vehicle companies are “obsessed” with the “amazing amounts of training data [it takes] for us to understand the physical world with movement. 
Steelberg expects Veritone to sell indexed audio and video to train models used by autonomous vehicle and robotics companies.&quot; &quot;Oracle is leading the race to build Japan an air-gapped cloud, sealed off from the internet. Washington wants it to counter Chinese hacking.&quot;

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Analog Devices Inc.

 Analog Devices history lesson.  ADI acquired Maxim Integrated Products and Linear Tech.  Prior to these acquisitions, all 3 companies battled each other for the HUGE OPPORTUNITY that existed back when Intel and digital processors became mainstream.  Integrated circuits wre needed to translate analog signals to digital and THE REAL WORLD was ANALOG.  The same thing is happening with AI.  The real world is UNSTRUCTURED DATA and one company will help robotics translate->VERI.