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AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins steep selloff is being linked to Wells Fargos view that the recent rise in advertising Pixel installs may not signal meaningful e-commerce growth, since many new sites reportedly have little traffic. Bulls argue the market reaction is excessive given the companys growth and profitability, while bears cite doubts about the expansions traction, competition, and further downside risk.

Corteva, Inc. is a global pure-play agriculture company that combines innovative technologies, high-touch customer engagement and operational execution to profitably deliver solutions for the world's most pressing agriculture challenges. It generates advantaged market preference through its unique distribution strategy, together with its balanced and globally diverse mix of seed, crop protection, and digital products and services. The company leverages recognized agricultural brands and a robust technology pipeline to maximize productivity for farmers while working with stakeholders throughout the food system to fulfill its promise of enriching the lives of those who produce and those who consume, ensuring progress for generations to come. Corteva was founded in 1802 and is headquartered in Indianapolis, IN.

Corteva Inc

Cortevas steep share-price reset reflects the completed spin-off of its seed business into Vylor, with shareholders receiving one Vylor share per CTVA sharenot simply an equivalent loss of value. Traders are debating the standalone crop-protection businesss worth: some view the selloff and post-spin confusion as an opportunity, while others argue the remaining CTVA shares could fall further.

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 strong quarterly results and upbeat outlook for AI-driven memory demand have failed to spark a rally, prompting debate over whether the good news was already priced in and whether margin pressure, spending needs, and the memory cycle pose risks. Bulls point to tight supply expected through 2028 and improving demand visibility, while others see profit-taking and elevated expectations weighing on the shares.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nikes fiscal first-quarter earnings and outlook are the main focus as shares hover near long-term lows. Traders are split between expecting further weakness amid turnaround concerns and betting that better guidance could spark a short-covering rally.

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 Gemini 4 Argon launch is driving discussion, with traders debating its benchmark results and whether it can restore Googles standing in the AI race. Some see the model as a bullish catalyst, while others point to the limited rollout, questions about real-world adoption and revenue, and volatile price action that has failed to sustain gains.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Anticipation of Rivians Q3 production and delivery update is the dominant topic, with traders focused on whether the R2 ramp and planned second shift can support its delivery outlook. The community is divided between hopes for strong numbers and concerns about a shortfall, supplier constraints, and Rivians execution.

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

Unitys role as a game-development engine for OpenAIs Astra, alongside an official Codex plugin, is fueling discussion about AI-assisted game creation and potential benefits to Unitys engine and ad businesses. Traders are bullish on the strategic opportunity but debate why the news has produced a limited, volatile share-price reaction, with some attributing moves to speculative options activity.

Alphabet Inc - Ordinary Shares - Class C

Alphabets Gemini 4 Argon launch is drawing attention amid a sharp debate over Googles place in the AI race. Many traders question whether Gemini can compete with Metas Muse and other frontier models, noting that the launch has not eased selling pressure; others see the model as a chance for Google to regain momentum.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum is rallying with AI-photonics peers as traders focus on strong demand for optical components and connectivity in AI data centers, alongside the companys upbeat earnings and outlook. Bullish momentum and breakout hopes are tempered by concerns about its stretched valuation, sharp volatility and potential profit-taking.

Accenture is a global professional services company that helps the world’s businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The firm combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. It operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Accenture plc - Ordinary Shares - Class A

A fiscal fourth-quarter earnings beat, record annual bookings and growth guidance sparked a sharp rally, with bulls viewing the bookings as evidence that consulting demand can withstand AI disruption. Bears argue the move may be overdone and maintain that AI could pressure Accentures traditional consulting model, while some traders are taking profits.

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$ANET I don&#39;t like these morning pump and then after open wait 30min to an hour it dumps. Heavy rejection high 206. To me, one day might have a random 3% to 6% red day.

MonsterMash420

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Arista Networks Inc

 I don't like these morning pump and then after open wait 30min to an hour it dumps. Heavy rejection high 206. To me, one day might have a random 3% to 6% red day.

@RobSteals well looks like we might not have to wait

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 well looks like we might not have to wait

@MonsterMash420 Might not. Have to wait and see. Before open didn&#39;t hold gains which was good. Might be following MU earnings reaction.

 Might not. Have to wait and see. Before open didn't hold gains which was good. Might be following MU earnings reaction.