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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Optimism that Metas Muse and other AI agents could lift demand for CPUs is helping fuel AMDs sharp semiconductor rally and fresh highs. Bulls point to AI growth and momentum, while skeptics argue the valuation has outrun fundamentals and warn of a pullback; short-squeeze and FOMO chatter is also prominent.

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

Optimism around Metas Muse AI assistant and its broader AI product rollout is driving a sharp rally, with bulls pointing to user interest and potential monetization while skeptics argue the excitement is ahead of demonstrated returns. The move has also fueled debate over whether momentum can continue or the stock is overextended and vulnerable to a pullback.

London-based Quant Network is set to revolutionise blockchain technology with the development of their blockchain operating system Overledger. The experienced team are determined to fulfil the original vision of the internet by creating an open trusted network for people, machines, and data to operate securely and safely.  Overledger -the first interoperable blockchain operating system that facilitates internet-scale development of decentralised, multi-chain applications. Overledger has the ability to unlock and distribute value and applications across current and future blockchains. It is an agnostic platform that connects the world's networks to blockchains and ensures you're not limited to any single a vendor or technology. Overledger is the only platform that facilitates the development of internet-scales development of decentralised, multi-chain applications.

Quant

Quants rally is being linked to its Robinhood listing and news around banking and tokenized-deposit integrations, including the Clearing House initiative. Traders are broadly bullish on the momentum and perceived low supply, while some caution that the move could fade as a news-driven pump.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention amid sharp criticism of the companys weak share price and fundamentals, alongside bearish reactions to Trumps handling of the Iran conflict, high fuel costs and rising yields. Some traders call the stock a buy-the-dip opportunity, but the conversation is predominantly negative and questions the companys value.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

First Solar is under heavy selling pressure amid analyst downgrades and concerns about limited visibility into future bookings, alongside broader solar-sector weakness and uncertainty over trade policy, interest rates, and Chinese competition. Traders are split between viewing the selloff and fresh lows as a buying opportunity and expecting further declines.

Blue Owl Capital, Inc. operates as an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions products. The company offers a platform of capital solutions to both middle market companies and large alternative asset managers. The company was founded by Doug Irving Ostrover, Michael Rees and Craig W.Packer in 2009 and is headquartered in New York, NY.

Blue Owl Capital Inc - Ordinary Shares - Class A

Oracles force-majeure notice tied to the Project Jupiter data center is driving concern about potential delays and payment risk for Blue Owls financing. Traders are divided over whether the notice materially threatens OWL or whether contractual commitments limit the impact, against a broader backdrop of private-credit redemption worries.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons decision to block Metas Muse shopping agent has fueled debate over whether AI agents threaten its e-commerce and advertising business or whether the move protects its marketplace while Amazon develops its own agentic tools. Traders also complain that the shares are lagging despite optimism about AWS and AI demand.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costcos fiscal Q4 results beat expectations, but the shares drew a muted reaction as traders questioned whether core sales growth and the outlook justify the stocks premium valuation. Debate centers on strong underlying and digital sales versus the one-time tariff-refund boost to reported earnings and the absence of formal guidance.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

BNP Paribas upgrade of Nebius to Outperform, alongside reports of higher GPU-cloud pricing, is driving attention as traders view pricing power as evidence of tight AI-compute capacity and strong demand. Bullish reactions are countered by concerns about valuation, heavy capital needs and Michael Burrys reported short position.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Expectations that Metas Muse and other agentic AI workloads will boost CPU demand alongside GPUs are fueling Intels rally. Traders are broadly bullish on a CPU-and-AI re-rating, while speculation about unconfirmed partnerships or upcoming announcements competes with concerns that the run-up may be overextended.

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$PANW 
 
Palo Alto&#39;s Unit 42 team launched Continuous Frontier AI Defense on Monday: an agentic offensive-security subscription that uses gated models from Anthropic (Claude Mythos) and OpenAI&#39;s GPT-5.6 to continuously probe enterprise networks before attackers do. 
 
Offense sold as a subscription. More recurring revenue, deeper customer lock-in. 
 
The Street is chasing it. Morgan Stanley raised its target to $410 from $394, kept Overweight, and named PANW its preferred sector stock on accelerating security budgets. Wedbush started coverage at Outperform with a $400 target (Best Ideas List). Daiwa raised to $390. 
 
The tape this morning agrees: PANW +5%, with CRWD +5% and OKTA +4.5% alongside, while the semiconductor ETF fell 2%. The chip-to-software rotation is running a second straight day. 
 
The honest counterweight: Bernstein is the skeptic, Market Perform with a $351 target. Near the $398.88 52-week high, the valuation question is real.

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Palo Alto Networks Inc

 
 
Palo Alto's Unit 42 team launched Continuous Frontier AI Defense on Monday: an agentic offensive-security subscription that uses gated models from Anthropic (Claude Mythos) and OpenAI's GPT-5.6 to continuously probe enterprise networks before attackers do. 
 
Offense sold as a subscription. More recurring revenue, deeper customer lock-in. 
 
The Street is chasing it. Morgan Stanley raised its target to $410 from $394, kept Overweight, and named PANW its preferred sector stock on accelerating security budgets. Wedbush started coverage at Outperform with a $400 target (Best Ideas List). Daiwa raised to $390. 
 
The tape this morning agrees: PANW +5%, with CRWD +5% and OKTA +4.5% alongside, while the semiconductor ETF fell 2%. The chip-to-software rotation is running a second straight day. 
 
The honest counterweight: Bernstein is the skeptic, Market Perform with a $351 target. Near the $398.88 52-week high, the valuation question is real.