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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

Meta is surging as traders rally around the Muse AI agent story, amplified by a Wells Fargo price-target raise ahead of the Meta Connect conference, with heavy call buying and short-covering talk fueling the momentum. Reaction is divided: bulls view the breakout as the start of a broader AI-driven run, while skeptics argue Muse hype is overblown, citing overbought conditions and warning of profit-taking or a sell-the-news reaction at the event.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending on reports it reached a settlement with California and other states whose lawsuit blocked its Warner Bros. Discovery merger, clearing a major legal hurdle through concessions reportedly including independent editorial oversight for CBS and CNN and a film-release commitment. Community reaction is split between bulls anticipating the merger's closing and skeptics citing the stock's sell-off on the news, with some alleging short-selling manipulation and others cautioning that no official settlement announcement has been made.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals is surging after the U.S. announced a security agreement with Denmark and Greenland granting Washington permanent security access, which bulls see as de-risking and potentially accelerating development of the company's Tanbreez rare earth project ahead of a U.S.-China summit where critical minerals are expected to feature. Traders are debating whether heavily elevated short interest could trigger a squeeze, while skeptics counter that the pact contains no mining-specific provisions and the company remains pre-revenue.

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

AMD is trending after its record-setting rally briefly lifted the company into the $1 trillion market-cap club amid a broad semiconductor rally alongside peers like Intel and Arm. Bulls are celebrating the AI- and CPU-demand-driven momentum, while skeptics point to elevated valuation multiples and recent analyst downgrades as reasons to expect a pullback.

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

NVO shares slid sharply following its Capital Markets Day, where management guided revenue growth in line with large pharma peers through 2030  an outlook that failed to ease concerns over Eli Lilly competition and the looming semaglutide patent cliff. The community is split between critics faulting the guidance and CEO communication and dip-buyers arguing the stock is oversold on valuation.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

NASAs selection of SpaceX for the StarBurst gamma-ray detector launch, alongside FCC approval supporting Starlink Mobile and the upcoming Starship Flight 14, is driving attention. Traders are largely bullish on the expanding launch, satellite and connectivity businesses, while skeptics point to the delayed flight, high valuation and forthcoming share unlocks as risks.

United Parcel Service, Inc. is a package delivery company, which engages in the provision of global supply chain management solutions. It operates through the following segments: U.S. Domestic Package and International Package. The U.S. Domestic Package segment includes time-definite delivery of letters, documents, and packages. The International Package segment focuses on delivery and shipments in Europe, Asia, the Indian sub-continent, the Middle East, Africa, Canada, and Latin America. The company was founded by James E. Casey and Claude Ryan on August 28, 1907 and is headquartered in Atlanta, GA.

United Parcel Service, Inc. - Ordinary Shares - Class B

United Parcel Service, Inc.

Shares slid further toward multi-month lows despite an earnings beat and raised guidance, and traders are split on the cause: many blame the spike in diesel and fuel costs tied to the Middle East conflict, while others point to an unsustainable dividend payout and doubts the turnaround can restore margins after the Amazon volume cuts and facility closures. Dip-buying remains heavy, with bulls arguing fuel surcharges offset the cost pressure and the dividend yield makes the stock a bargain.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending as traders point to elevated short interestcited at roughly 30% of the floatamid the stock's push above multi-month resistance, fueling short-squeeze speculation. Discussion also centers on anticipated preclinical oncology data for its Matrix-M adjuvant with an unnamed top-10 pharma partner and pending partner catalysts such as Sanofi's COVID-flu combination Phase 3 trial, though skeptics note prior management conference appearances produced no signed deal and have historically weighed on the stock.

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

BlackBerry is drawing heavy attention ahead of its upcoming fiscal Q2 earnings report, with traders citing analyst previews from RBC and CIBC suggesting results could land at or above expectations, alongside Jim Cramer's bullish on-air call and the QNXSift partnership that reinforced the QNX physical AI/robotics narrative. Community sentiment splits between bulls expecting a beat-and-raise and possible short squeeze, and skeptics warning of guidance risk, insider selling, and the stock's history of fading after prior beats.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is drawing heavy attention as shares rally on a partnership that places its Shop Pay checkout inside Meta's Muse AI shopping assistant across Shopify stores, which traders are reading as evidence that agentic commerce can route orders through the platform rather than around it. Some in the community remain skeptical, arguing AI shopping agents could still disintermediate storefront-driven traffic and noting the announcement included no financial terms or rollout timeline.

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$OKLO One thing I think the market may be underestimating about Oklo - Aurora appears to be ahead of $XE Xe-100 in the race to get a first power reactor operating.

X-energy is a serious competitor with a compelling 80-MWe design and the massive 320-MWe Dow project. But that project is still working through the traditional NRC construction-permit process.

Meanwhile, Oklo has already broken ground for Aurora at INL, site work is underway, and the project continues moving through DOE authorization milestones toward its targeted 2027/2028 timeframe.

That doesn’t mean X-energy is behind technologically — in some ways its commercial licensing program is more mature. But being first to an operating reactor matters enormously.

If Oklo gets Aurora running before Xe-100, the conversation changes from “Can they actually build one?” to “How quickly can they build the next 10, 50 or 100?”

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Oklo Inc.

X-Energy Inc

 One thing I think the market may be underestimating about Oklo - Aurora appears to be ahead of 

 Xe-100 in the race to get a first power reactor operating.

X-energy is a serious competitor with a compelling 80-MWe design and the massive 320-MWe Dow project. But that project is still working through the traditional NRC construction-permit process.

Meanwhile, Oklo has already broken ground for Aurora at INL, site work is underway, and the project continues moving through DOE authorization milestones toward its targeted 2027/2028 timeframe.

That doesn’t mean X-energy is behind technologically — in some ways its commercial licensing program is more mature. But being first to an operating reactor matters enormously.

If Oklo gets Aurora running before Xe-100, the conversation changes from “Can they actually build one?” to “How quickly can they build the next 10, 50 or 100?”

Rocket Dude

@Rocket_Dude 

It&#39;s a fair point

I&#39;d say

Oklo has the easier path to being first to turn on one reactor.

X-energy may have the more mature path to replicating NRC-licensed commercial reactors.

We ll see. Like you said they both can be successful Aalo and Valar too. Oh and Kairos and Terrapower

 

It's a fair point

I'd say

Oklo has the easier path to being first to turn on one reactor.

X-energy may have the more mature path to replicating NRC-licensed commercial reactors.

We ll see. Like you said they both can be successful Aalo and Valar too. Oh and Kairos and Terrapower