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BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys quarterly results beat expectations and full-year guidance was raised, with record QNX performance and a first Alloy Kore design win drawing attention. Bulls welcomed the growth signals, while others questioned how quickly the design-win backlog will convert into revenue and pointed to softer near-term guidance and muted share-price action.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

The USITC instituted a Section 337 investigation into Netlists allegations that Micron and several downstream companies infringe its DRAM patents, including a request for possible import-exclusion remedies. Traders view the probe as added leverage for a potential licensing deal and reacted bullishly, though some note that institution is not a finding of infringement and the cases outcome remains uncertain.

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

Goldman Sachs return to a Buy rating, citing improving Amtagvi launch execution and margins, helped draw attention to Iovance; traders are also focused on an expected 2026 revenue-guidance update and upcoming NSCLC data. Sentiment is largely optimistic about commercial momentum, but some question Goldmans reversal and worry that delayed guidance could disappoint.

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

McDonalds shares sold off after its investor-day growth plan was paired with expectations for continued inflation, weak restaurant traffic and slightly negative U.S. sales for the quarter. Traders debate whether the sharp decline creates an oversold buying opportunity or reflects a longer recovery as the company invests to improve its business.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Speculation around Meta Connect and Unitys existing VR partnership, amplified by unusually large call-option activity, is driving attention; traders are split between expecting a Unity-related catalyst and viewing the move as options-driven hype, with some warning that gains could fade absent new concrete news.

Kyverna Therapeutics, Inc. is a cell therapy clinical-stage biotechnology company, which engages in the provision of treatments and potential cures for serious autoimmune diseases. The company was founded in June 2018 and is headquartered in Emeryville, CA.

Kyverna Therapeutics Inc.

Kyvernas positive one-year miv-cel data in stiff person syndrome, alongside durable results in generalized myasthenia gravis, are driving discussion as the company advances its rolling BLA submission. Traders largely praise the efficacy and safety findings, though some are frustrated by the share-price decline and speculate about dilution or broader market pressure.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwires selection for a Space Systems Command contract vehicle is driving attention, with traders welcoming the national-security opportunity while noting that the multiple-award deal guarantees no revenue. Reactions are mixed as optimism about the contract competes with concerns about selling pressure and the stocks volatile trading.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as Treasury yields surge on strong activity and inflation signals, alongside hawkish Fed commentary that has raised expectations for further rate hikes. Many traders see more downside for long-duration bonds if yields keep climbing, while others are buying the selloff in anticipation of a rebound.

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

CEO Dara Khosrowshahis substantial open-market share purchase, alongside other insider buying, has drawn bullish attention, but traders are frustrated that the stock remains weak despite the signal. The debate also reflects concerns about robotaxi competition, with some investors viewing Ubers partnerships as an opportunity and others fearing disruption.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Microns upcoming earnings and guidance are the main focus, with traders weighing whether AI-driven DRAM and HBM demand and tight supply can sustain the memory rally. The recent pullback has prompted dip-buying alongside concerns about high expectations, memory cyclicality, future Chinese supply, and broader rate-driven pressure.

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$TSLA I guess you have to ignore the numbers to be a true Tesla bull. Reality is FUD.

Leonardo Heinz

@LeonardoDeDust dude, if sticking to the numbers is the best you can do…, then invest in coca cola or McDonald’s but don’t complain when you get butt fucked all the way to at least $450 on Thursday. ￼

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 I guess you have to ignore the numbers to be a true Tesla bull. Reality is FUD.

@LeonardoDeDust Not just the numbers. You have to ignore reality screaming in your face. Just like MAGAs.

 Not just the numbers. You have to ignore reality screaming in your face. Just like MAGAs.

Dalek Time Controller

@LeonardoDeDust keep living in the past and miss it then.

 keep living in the past and miss it then.