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PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

Reports that Advent International and Stripe have abandoned their pursuit of PayPal are driving a sharp selloff as the takeover premium is removed. Traders are divided between bears expecting further weakness without a deal and bulls arguing the offer was too low and that PayPals cash generation, buybacks, and standalone turnaround support the shares; a renewed bid remains speculative.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

A quarterly beat and higher multi-year outlook failed to satisfy elevated expectations after Marvell flagged near-term gross-margin pressure and indicated the expanded Google AI-chip opportunity would contribute more heavily in later years than investors anticipated. Traders are split between viewing the selloff as an overreaction and buying opportunity tied to AI/custom-silicon growth, versus arguing that the valuation remains too high and further downside is possible.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is drawing attention after its quarterly report triggered a sharp selloff on weaker-than-expected results, a large impairment tied to the transition away from bitcoin mining, and concerns about heavy capital spending, dilution, and unclear guidance. Bulls argue the reaction overlooks rapidly growing AI Cloud revenue, largely contracted future capacity, and a newly signed but unnamed frontier-AI customer, while skeptics question execution, profitability, and management transparency.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

Affirm is drawing attention after a strong fiscal fourth-quarter revenue and GMV beat, alongside better-than-expected forward guidance, prompting bullish traders to discuss a breakout and continued merchant and consumer growth. Debate remains over whether reported profitability was boosted by a one-time tax item and whether rising delinquencies, BNPL competition, and valuation limit further upside.

Gap, Inc. operates as a global apparel retail company, which offers clothing, apparel, accessories, and personal care products for men, women, and children. The firm operates through the following segments: Gap Global, Old Navy Global, Banana Republic Global, Athleta, and Other. The Gap Global segment includes apparel and accessories for men and women under the Gap brand, along with the GapKids, BabyGap, GapMaternity, GapBody, and GapFit collections. The Old Navy Global segment offers clothing and accessories for adults and children. The Banana Republic Global segment provides clothing, eyewear, jewelry, shoes, handbags, and fragrances. The Athleta segment offers fitness apparel for women. The company founded by Donald G. Fisher and Doris F. Fisher in July 1969 and is headquartered in San Francisco, CA.

Gap, Inc.

A stronger-than-expected quarterly profit result, higher full-year earnings outlook, and 10% comparable-sales growth at the namesake Gap brand are driving attention, alongside Michael Franciss appointment to lead Old Navy. Traders are broadly bullish and discussing short-covering potential, though some argue margin gains largely reflect tariff recovery and remain cautious about weaker Old Navy and Athleta performance and profit-taking after the rally.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubriks strong quarterly earnings beat and raised full-year guidance are driving attention, but shares sold off as traders reacted to elevated expectations, profit-taking, and concerns about slower cloud net-new ARR growth and limited second-half guidance flow-through. The community is divided between viewing the decline as an overdone sell-the-news reaction and warning that decelerating growth, valuation, and stock-based compensation justify further weakness.

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

Attention is centered on Moderna and Mercks positive late-stage personalized cancer-vaccine results, which sparked sympathy interest in Novavax and speculation that Matrix-M could benefit from broader validation of oncology vaccines. Traders remain divided, noting that Novavax has no comparable company-specific oncology deal or clinical result yet, while others expect a future Matrix-M partnership to re-rate 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

BlackBerrys QNX support for Hailos Hailo-8 edge-AI accelerator, alongside managements emphasis on robotics and physical AI, has driven attention and bullish expectations that QNX can expand beyond automotive into industrial, medical, and robotic systems. Skeptics argue the partnership has yet to demonstrate meaningful near-term revenue and remain concerned about execution, insider selling, and reliance on future announcements.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is experiencing heightened investor conversation as retail traders anticipate upcoming clinical data readouts and watch the competitive landscape shift following a rival's regulatory setback.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is drawing attention after quarterly results beat expectations and the company raised its full-year outlook, with improved profitability and AI/cloud-security momentum highlighted by traders. However, the shares sold off as the forward guidance and net-new ARR trends were viewed as insufficient for the stocks valuation, while competition from CrowdStrike and Palo Alto Networks remains a central concern.

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Bitcoin

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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