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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending after reporting a quarterly revenue miss and a wide GAAP net loss driven by write-downs from exiting bitcoin mining, even as AI Cloud revenue more than doubled and management highlighted $4B in contracted ARR for 2026. Community discussions are heavily focused on debating the massive capex requirements, heavy dilution risks, and speculation over an undisclosed frontier AI lab contract.

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

PayPal shares are in the spotlight as retail traders actively debate reports that a private equity and Stripe consortium has abandoned its buyout pursuit due to valuation disagreements. While some community members view the news as a bullish sign of the company's standalone value, others worry about the potential lack of near-term catalysts.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell shares dropped after its latest earnings report as a slim beat failed to satisfy elevated expectations and investors focused on near-term gross margin compression, overshadowing a raised multi-year revenue outlook.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubrik is trading sharply lower after-hours despite beating fiscal Q2 earnings estimates and raising full-year guidance, with investors reacting to profit-taking following a strong pre-earnings run and high expectations.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike shares surged following stronger-than-expected quarterly results and a raised full-year outlook, fueled by accelerating demand for AI-driven cybersecurity tools.

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

McDonald's is trending as investors debate the impact of slowing US traffic and value menu pressures following its latest earnings report.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovance Biotherapeutics is trending as investors discuss a high-profile commercial delegation visit from the UAE to its cell therapy manufacturing facility and anticipate upcoming upward guidance revisions and clinical data updates.

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

Tesla traders are closely watching autonomy developments and upcoming robotaxi catalysts amid broader debate over valuation and market momentum.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is experiencing high volatility and selling pressure following recent insider stock sales and technical pullbacks, while retail investors actively debate the company's valuation, upcoming lockup expirations, and long-term positioning in the AI inference market.

Abercrombie & Fitch Co. engages in the retail of apparel, personal care products, and accessories. The firm operates through following geographical segments: Americas, Europe, the Middle East and Africa (EMEA), and Asia-Pacific (APAC). Its brands include Abercrombie and Hollister. The company was founded by David Abercrombie in 1892 and is headquartered in New Albany, OH.

Abercrombie & Fitch Co. - Ordinary Shares - Class A

Abercrombie & Fitch Co.

Abercrombie & Fitch is surging following a massive Q2 earnings and revenue beat alongside an increased full-year guidance and share buyback authorization. Investors are actively discussing the strong financial results, the impact of tariff refunds, and intense short-squeeze dynamics.

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$ZM $CRWD $MLTX $XRP $META Zoom remains focused on enterprise communications and AI features, CrowdStrike benefits from cybersecurity spending, MoonLake advances immunology treatments, XRP remains sensitive to regulation and crypto liquidity, and Meta benefits from advertising and AI investment. I&#39;m watching enterprise bookings, security budgets, clinical data, crypto flows, and ad growth.

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Zoom Communications Inc. - Ordinary Shares - Class A

MoonLake Immunotherapeutics

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Meta Platforms Inc

 Zoom remains focused on enterprise communications and AI features, CrowdStrike benefits from cybersecurity spending, MoonLake advances immunology treatments, XRP remains sensitive to regulation and crypto liquidity, and Meta benefits from advertising and AI investment. I'm watching enterprise bookings, security budgets, clinical data, crypto flows, and ad growth.