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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 is drawing attention ahead of its quarterly earnings report, with traders focused on branded-checkout growth, transaction margins, and guidance after shares fell into the print. Bulls expect a beat and point to cash generation and buybacks, while skeptics worry about weak checkout momentum and post-earnings selling; takeover and bank-charter speculation remains unconfirmed.

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 upcoming quarterly results and forward guidance are the dominant focus, with traders watching whether growth and the outlook can improve sentiment after a steep share-price decline. The community is split between expectations of another post-earnings selloffeven if results beat estimatesand hopes that stronger guidance could support a rebound.

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

A large financing arrangement to fund Broadcom AI chips and networking equipment for Anthropic is driving discussion, with traders viewing it as evidence of durable AI demand. Others question the deals financing risks and are frustrated that the stock has not responded more strongly amid a broader semiconductor pullback.

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

XP Inc - Ordinary Shares - Class A

Lulas re-election triggered a sharp selloff across Brazilian assets as traders reassessed fiscal and policy risks, with XP hit especially hard. The community largely debated whether the move was an election-driven overreaction and buying opportunity or whether Brazilian market and currency uncertainty could drive further losses.

Papa John's International, Inc. engages in the operation and franchise of pizza delivery and carryout restaurants. It operates through the following segments: Domestic Company-owned Restaurants, North America Franchising, North America Commissaries, International Operations, and All Others. The Domestic Company-Owned Restaurants segment consists of retail sales of pizza and side items, breadsticks, cheese sticks, chicken poppers and wings, dessert items, and canned and bottled beverages. The North America Franchising segment involves the offering of sales and support activities, development rights, and collection of royalties from franchisees located in the United States and Canada. The North America Commissaries segment includes the eleven full-service regional dough production and distribution and quality control centers. The International Operations segment represents all restaurant operations outside of the United States and Canada. The All Others segment focuses on franchise contributions to marketing funds and sale, company-owned and franchised restaurants, information systems and related services used in restaurant operations, point-of-sale system, online and other technology-based ordering platforms, printing, and promotional items. The company was founded by John H. Schnatter in 1984 and is headquartered in Louisville, KY.

Papa John`s International, Inc.

Attention centers on a reported take-private bid from Irth Capital, now said to include Papa Johns largest U.S. franchisee; traders view the franchisees participation as strengthening the proposal and are debating whether the board will accept it. The deal remains uncertain, while weak sales and doubts about the companys turnaround add to pressure for a sale.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Instacarts reported sale talks and Ubers decision to walk away are driving discussion, with traders split between viewing the exit as avoiding an expensive acquisition and worrying Uber missed a growth opportunity. The debate is unfolding against persistent frustration with Ubers weak share performance and concerns about robotaxi competition ahead of earnings.

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

SCHD is drawing attention for its strong run and recent outperformance, which traders link to a rotation from tech and growth stocks into dividend-paying, defensive value funds amid market uncertainty. Some view it as a steadier portfolio anchor and are adding on dips, while others point to rising Treasury yields and renewed interest in tech as risks to the rally.

KraneShares Trust - KraneShares CSI China Internet ETF

KraneShares CSI China Internet ETF

KWEB is drawing attention amid a prolonged selloff in Chinese internet stocks, with traders citing weak sector sentiment, limited market support and concerns about Chinas economy and policy backdrop. Some see the beaten-down ETF as oversold and are accumulating, while skeptics argue the downtrend and broader risks remain intact.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is drawing attention amid a steep slide in Chinese tech shares, repeated 52-week lows, and concerns about weak investor flows and a lack of meaningful stimulus. Bears call it a China-market value trap, while some traders see an oversold opportunity and point to share buybacks, AI prospects, and a possible Kunlunxin IPO as potential support.

XPeng, Inc. is a global physical AI company, which engages in bringing artificial intelligence into the physical world to reshape future mobility and smart living. It developed a full-stack physical AI architecture spanning Turing AI chips, world foundation models, and integrated software and hardware applications. The firm's product portfolio includes smart EVs, robotaxis, and humanoid robots. The company's sales and services drives continuous technological innovation and fosters an open physical AI ecosystem, making life smarter, safer, and better for users worldwide. XPeng, Inc. was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

Reports that Volkswagen may consider XPeng-developed software for European models have sparked discussion of a potential expansion beyond their China-focused cooperation. Traders see licensing potential, but enthusiasm is tempered by XPengs steep decline, weakness across Chinese EV shares, and comments that the news has not lifted the stock.

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$VG I swear… if VG doesn’t grab this gas and more I will become irritated with management!

“Woodside is reportedly discussing a deal to supply QatarEnergy with up to 3 MTPA of LNG for 15-20 years.”

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 I swear… if VG doesn’t grab this gas and more I will become irritated with management!

“Woodside is reportedly discussing a deal to supply QatarEnergy with up to 3 MTPA of LNG for 15-20 years.”