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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

Enthusiasm for Metas Muse AI agent and its Connect-era product and partnership announcements is driving the rally, with bulls pointing to user adoption and Metas distribution as potential paths to monetization. Skeptics argue the apps usefulness and revenue potential remain unproven, while the sharp run-up has fueled concerns about stretched valuation, AI spending, and a possible 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.

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.

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 concerning the Blue Owl-backed Project Jupiter data center has renewed concern about construction delays and potential exposure for OWL. Traders disagree on the implications: bears see added risk to the financing, while some investors argue the notice does not alter the projects financial commitments and view the selloff as an overreaction.

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.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigettis finalized U.S. Department of Commerce agreement to fund superconducting quantum-computing research is the main catalyst drawing attention. Traders are divided over the governments equity stakebullish voices see validation and support for R&D, while skeptics focus on dilution and the stocks speculative valuation.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as Treasury yields surge to multi-decade highs; traders cite hawkish Fed signals, strong economic data, oil-driven inflation concerns and heavy government borrowing. The community is split between expecting further bond losses and buying the selloff in anticipation of eventual demand or a policy response, while some question why equities have held up amid the bond weakness.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas subsidiary DZYNEs expanded Air Force contract for assessment of its long-endurance reconnaissance aircraft is drawing attention, with bullish traders viewing it as validation of the companys defense-drone opportunity and speculating about a future role in the MQ-9 replacement effort. The discussion also features short-squeeze hopes amid heavy-volume trading, while skeptics point to dilution and the need to convert acquisitions and contracts into sustained execution.

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 C

Concerns that Google is falling behind in AIparticularly against Metas Muse and rival modelsdominate discussion, alongside frustration with GOOGs weak performance versus other megacap tech stocks. Some traders see the pullback as a buying opportunity and point to Gemini and Googles AI infrastructure, while bears question the companys ability to protect search and advertising as AI changes how people find information.

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$CPB Really good write-up that perfectly summarizes CPB&#39;s present situation. So if you want to bring your CPB knowledge up to date or just discover CPB, this is required reading. https://everyticker.com/quote/CPB/analysis/campbell-s-costly-turnaround-can-margin-repair-offset-volume-decline-at-24-nyse-cpb

Campbell's is executing a portfolio simplification and cost takeout strategy, targeting $375 million in savings by fiscal 2028, though this currently coincides with near-term volume pressure in core c...

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Campbell's Costly Turnaround: Can Margin Repair Offset Volume Decline at $24? (NYSE:CPB) - CPB Research Report

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Campbell Soup Co.

 Really good write-up that perfectly summarizes CPB's present situation. So if you want to bring your CPB knowledge up to date or just discover CPB, this is required reading. 