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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 USITCs institution of a Section 337 investigation into Netlists DRAM patent-infringement complaint against Micron and several downstream companies is driving attention. Traders broadly welcomed the move as added pressure for a potential Micron settlement or license, though settlement is speculative and the investigation has not determined whether infringement occurred.

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 sold off after its investor-day outlook and CEO warning that sticky inflation and weak restaurant traffic could persist, while its long-term growth plans and franchisee investment failed to reassure investors. Traders are split between buying the sharp decline and seeing ongoing U.S. traffic and value concerns as a reason for further weakness.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets sharp selloff is driving discussion, with many traders puzzled by the move and saying they see no clear immediate company-specific news. Some speculate that concerns about Metas AI push and Googles competitive position, alongside broader market and interest-rate pressure, are weighing on the stock; others view the decline as an overreaction and are buying the dip.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as long-term Treasury yields climb amid persistent inflation concerns, expectations of further Fed tightening, and worries about government borrowing and bond demand. Traders disagree on whether yields will keep rising or the selloff is creating a buying opportunity, with many bearish on the fund while some anticipate a rebound.

Alphabet Inc - Ordinary Shares - Class C

GOOGs selloff and persistent underperformance are driving discussion, with bearish traders pointing to worries that Gemini is losing ground to AI rivals, AI could disrupt search and advertising, and rising AI spending may weigh on returns. Some investors call the stock undervalued and are buying the dip, while others see the weakness as a sign of deeper competitive and valuation risks.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs real-time quantum error-correction decoder demonstration is the main catalyst, with the planned Superion 256 deployment at NVIDIAs quantum research center adding to excitement about fault-tolerant and hybrid quantum computing. Traders are split between viewing the announcements as meaningful progress and calling the rally a sell-the-news move, with some noting the decoder results rely on simulations rather than a full-scale physical system.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A sharp rise in Treasury yields, alongside hot economic readings and concern that the Fed may raise rates again, is weighing on SPY and driving debate over whether equities can keep holding up. Traders also point to oil and Iran-related uncertainty, while bulls see dip-buying opportunities and bears warn of a deeper pullback.

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 stablecoin settlement launch across Mastercards network is the main catalyst, with traders focused on its potential to expand SoFiUSDs payments business. The initial enthusiasm has been tempered by a sharp fade in the shares, prompting debate over whether the partnerships long-term value will translate into revenue or whether the move is another sell-the-news episode.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novos capital-markets-day outlook has fueled the main debate: traders say long-range growth goals failed to ease concerns about Lillys competition, semaglutides coming patent expiration, and managements ability to execute. Frustration and selling pressure dominate, though some investors view the selloff as an overreaction and point to Novos valuation, cash generation, and oral Wegovy opportunity.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Waves finalized U.S. Commerce Department quantum-funding deal is the main focus, with traders weighing government backing and added R&D funding against dilution and potential share-supply pressure from the stock issued as part of the agreement. The news has also moved quantum stocks as a group, while some traders attribute QBTSs pullback to broader market weakness.

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$B “China imported +1,141 tonnes of gold in the first 8 months of 2026, its largest import on record for this period of the year.

This figure already exceeds China’s gold imports for the full year 2025.

At this pace, China’s annual gold imports will surpass 1,700 tonnes for the first time.

Furthermore, China’s ETFs added +44 tonnes of gold in the first 8 months of the year, up +18% YoY.

The surge has been driven by strong investment demand, economic uncertainty, and a strong yuan that created favorable conditions for gold imports from abroad.

China’s is stockpiling gold like never before. (The Kobeissi Letter)”

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Barrick Mining Corp

 “China imported +1,141 tonnes of gold in the first 8 months of 2026, its largest import on record for this period of the year.

This figure already exceeds China’s gold imports for the full year 2025.

At this pace, China’s annual gold imports will surpass 1,700 tonnes for the first time.

Furthermore, China’s ETFs added +44 tonnes of gold in the first 8 months of the year, up +18% YoY.

The surge has been driven by strong investment demand, economic uncertainty, and a strong yuan that created favorable conditions for gold imports from abroad.

China’s is stockpiling gold like never before. (The Kobeissi Letter)”