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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 report is the immediate focus, with the stock near multi-year lows amid concerns about weak sales, China demand and the slow turnaround. Traders are split between expecting disappointing results and further losses, and betting that positive guidance could spark a rebound or short squeeze.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeings selection for the Navys next-generation F/A-XX fighter program is the dominant catalyst, with traders viewing it as a major boost to the companys long-term defense business. The bullish reaction is tempered by frustration that the stock has given back gains, alongside continued concern about the FAAs review of the 737 MAX software issue and certification timing.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Evernorths approved business combination and Nasdaq debut as an XRP treasury company are driving attention, with traders focused on its planned roughly 473 million XRP holdings. The sharp rally has fueled bullish momentum and low-float speculation, while others warn of volatility and debate the risks and leverage of the warrants.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras shares are under pressure amid concern over staged IPO lockups and insider selling, alongside reports that OpenAIs latest Ultrafast tier is using Nvidia GPUs rather than Cerebras hardware. Traders are divided between near-term supply and customer-concentration worries and a longer-term bullish view of Cerebras AI-inference business and partnerships.

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 completed spin-off of its seed and genetics business into Vylor has driven intense attention as CTVA now represents the standalone crop-protection business, making its steep apparent drop partly a structural adjustment. Traders are debating whether post-spin selling has left CTVA undervalued or whether the remaining business warrants further repricing, with some buying the dip and others warning of more downside.

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

Accentures quarterly earnings and revenue beat, alongside record annual bookings, have driven a sharp rally and eased some concern that AI will undermine consulting demand. Traders are split between viewing the results as evidence of resilient demand and warning that the earnings-driven spike may fade, with some taking profits.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

UMACs sharp selloff is driving discussion, with traders speculating about an unconfirmed offering and questioning the move. Some also point to the Pentagons new Autonomous Warfare Command announcement, but no company-specific catalyst for the decline is confirmed.

Agenus, Inc. is a clinical-stage company, which engages in the development and commercialization of technologies to treat cancers and infectious diseases. Its product pipeline includes Balstilimab, Zalifrelimab, AGEN1181, AGEN1327, AGEN2373, AGENt-797 and AGEN1777. The company was founded by Garo H. Armen and Pramod K. Srivastava on March 31, 1994 and is headquartered in Lexington, MA.

Agenus Inc

A sharp selloff has traders speculating about undisclosed bad news or concerns about upcoming BOT+BAL trial data, though no specific negative catalyst is confirmed. Some see the drop as a buying opportunity, while others point to possible dilution and warn of further weakness.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transoceans planned Valaris merger moved closer to completion after the DOJ closed its antitrust review, prompting traders to discuss potential synergies and remaining approvals. Optimism about the deal and the companys offshore backlog contrasts with frustration over RIGs muted share performance and speculation that elevated short interest is weighing on the stock.

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 defense-drone business is drawing attention around the Dronebuster REACH launch, contract updates and Sentrycs NFL deployments. Bulls see growing demand and point to elevated short interest as potential fuel, while bears focus on dilution, persistent selling pressure and the stocks muted reaction to positive news.

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$MRVL 
Yes! This is great news and probably accounts for Friday&#39;s ramp. Very nice.
(Curb your enthusiasm though as taco digs his heal in with Iran. Markets definitely tamped tomorrow.) Patience.
 https://finance.yahoo.com/sectors/technology/articles/google-talks-marvell-build-ai-132128420.html

Judith

Google is ‌in ‌talks with Marvell ​Technology to develop two new ‌chips ⁠aimed at running ⁠AI models more ​efficiently, ​The ​Information reported ‌on Sunday citing two people with knowledge ‌of ​the ​discussions. Reuters ​could ‌not immediately verify ​the ​report.

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Google in talks with Marvell to build new AI chips for inference, The Information reports

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Marvell Technology Inc

 
Yes! This is great news and probably accounts for Friday's ramp. Very nice.
(Curb your enthusiasm though as taco digs his heal in with Iran. Markets definitely tamped tomorrow.) Patience.
 

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ryan

@xoomoon kinda think that&#39;s what friday was, but either  way, it&#39;s great news.

 kinda think that's what friday was, but either  way, it's great news.

@walltime 
Rught?!?!? They&#39;ll never know the truth!

 
Rught?!?!? They'll never know the truth!

@akroller thought news was over the weekend??

@xoomoon 
When do you think the event actually happened? Those in the know and tutes get the news first. The event was set in motion well before the weekend.

 
When do you think the event actually happened? Those in the know and tutes get the news first. The event was set in motion well before the weekend.