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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 Q3 results and raised outlook, including an upbeat 2027 forecast, are driving attention and a sharp positive reaction. Bulls point to growth and potential short covering, while skeptics warn the gains may fade and raise concerns about dilution and weakness in the technology platform segment.

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 third-quarter results are driving attention, with a wider-than-expected loss and commercial-aircraft production challenges weighing against stronger cash generation and defense and services performance. Traders are split on whether cash-flow progress and the backlog support a turnaround or whether delivery and execution problems will keep recovery uncertain.

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 are driving discussion: adjusted earnings beat expectations and its full-year outlook improved, but revenue and payment volume missed estimates. Traders are split between seeing stronger guidance and buybacks as signs of progress and viewing the revenue shortfall and ongoing growth concerns as reasons for the weak share reaction.

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 a bank-backed financing arrangement for Broadcom AI chips have renewed attention on the companys AI demand outlook, alongside a D.A. Davidson upgrade. Many traders view the developments as support for future demand, while others question the financing risks and note that the shares have 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 a rebound in shares are drawing attention, with bulls welcoming the earnings beat and Helios data-center progress. Skeptics question how much of the profit is repeatable and point to the lack of a second tenant and continued 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 stronger-than-expected quarterly results and upbeat outlook, underpinned by AI data-center demand, are driving attention. Traders are weighing the growth outlook against lower free-cash-flow guidance and higher investment needs, while debating whether the volatile post-earnings move can hold.

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

A Hunterbrook report linking Innodata to Metas Muse AI agents has fueled a sharp rally and speculation about a new customer program, though neither company has confirmed the connection. Traders are split between bullish momentum and short-squeeze hopes and caution that the report is unverified and the move could fade.

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.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

Ripples final OCC approval to operate as a national trust bank is driving attention ahead of its Swell conference. Bulls see a boost to Ripples institutional standing, while skeptics argue the bank mainly supports RLUSD and custody rather than creating direct demand for XRP; the muted price response has added to frustration.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

Ons investor-day outlook, including ambitious long-term growth targets and a large share-repurchase authorization, sparked a sharp rally after a prolonged selloff. Traders are split over whether the plans can restore confidence, with bulls pointing to growth and possible short covering while skeptics argue the buybacks are spread over several years and the stock remains under pressure.

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$GLW Q3 core EPS was 0.91 dollars, up 36% year over year and above the 0.88 dollars expected, on core sales of 5.08 billion dollars, up 19%. 
 
Optical Communications did the heavy lifting. Sales were up 44% to 2.38 billion dollars, Enterprise Networks grew 84%, and Gen AI product sales more than doubled. Corning also signed four long-term, multibillion-dollar agreements in the quarter, including with $VZ and $T. 
 
Q4 guidance is for core sales up about 19% again and core EPS up about 36%. 
 
We&#39;ve been looking at the same trend one layer down, the physical connectivity that has to scale with all this compute. We built a basket around that layer here: https://kryptonresearch.substack.com/p/connecting-the-future

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Corning, Inc.

Verizon Communications Inc.

AT&T Inc

 Q3 core EPS was 0.91 dollars, up 36% year over year and above the 0.88 dollars expected, on core sales of 5.08 billion dollars, up 19%. 
 
Optical Communications did the heavy lifting. Sales were up 44% to 2.38 billion dollars, Enterprise Networks grew 84%, and Gen AI product sales more than doubled. Corning also signed four long-term, multibillion-dollar agreements in the quarter, including with 

. 
 
Q4 guidance is for core sales up about 19% again and core EPS up about 36%. 
 
We've been looking at the same trend one layer down, the physical connectivity that has to scale with all this compute. We built a basket around that layer here: 