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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.

Skydance Corp. - Ordinary Shares - Class B

The warrant distribution and ex-warrant trading are driving debate over whether the share-price adjustment reflects value shifting to the warrants, dilution concerns, or additional selling. Traders are also weighing the completed Warner Bros. Discovery mergers heavy debt burden against the potential benefits of scale and cost synergies.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

New biomarker findings for Candels investigational prostate-cancer therapy CAN-2409, alongside the companys stated plan to submit a BLA in the fourth quarter, are driving discussion. Optimistic traders see the data as support for the therapy and its broader cancer-treatment potential, while others focus on the share-price decline, CEO stock sales, and concerns about filing timing and future dilution.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment focuses on solutions to meet clients’ needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 and is headquartered in Charlotte, NC.

Bank Of America Corp.

Bank of America Corp

Federal regulators major penalties over Bank of Americas anti-money-laundering and sanctions compliance failures have drawn attention ahead of quarterly results. Traders debate whether the charge warrants more downside or is already priced in, with some viewing the pullback as a buying opportunity before earnings.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASMLs quarterly results and raised full-year sales outlook are driving discussion, alongside managements comments that AI-related equipment demand could exceed planned supply. Traders are divided over the positive demand outlook and the stocks decline after a slight revenue miss, with some calling it a sell-the-news reaction and others questioning the lack of a 2027 outlook.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgans quarterly results missed analyst expectations, with weaker fixed-income trading and a securities loss weighing on the headline, while stronger net interest income and a raised outlook offered a counterpoint. Traders are divided between viewing the miss as a reason for further pressure and questioning why the shares held up or rebounded despite it.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

KENDU is drawing attention through heavy community promotion of its grassroots brand-building, including merchandise, products and IRL initiatives, alongside calls to accumulate and hold. Many traders are bullish and point to recent gains and chart strength, while a few criticize the projects promotional style.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is drawing attention for its prolonged selloff and repeated lows, which traders largely attribute to high rates and inflation, soft housing and roofing demand, and analyst estimate or price-target cuts. Long-term holders are averaging down on the building-products roll-up thesis, while others worry about acquisition leverage, dilution, and managements limited communication.

GEOM maps the world's oil fields, mines, rare earths, and power plants, tracks what is and isn't tokenized, and cryptographically signs every dataset it publishes. Anyone can verify what we said and when. No account, no key, no permission. Sources include the WRI Global Power Plant Database and Global Energy Monitor (CC BY 4.0), attributed in full inside the app. Most of it already exists, spread across filings and terminals no one reads. GEOM gathers it and records where each figure came from.

GEOM

Traders are focused on GEOMs proposed platform for tokenizing oil and mineral royalties, with speculation centered on a forthcoming demo or launch and possible links to Greenland projects associated with GLND and USFM. Bullish posts frame it as a new real-world-asset use case, while skeptics question the projects utility and company ties and point to thin liquidity and rug-pull risk.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is under pressure amid a broader AI-infrastructure selloff after OpenAIs disclosed revenue run rate fell short of widely circulated estimates, renewing doubts about AI spending and demand. Traders are divided between buying the dip on continued compute demand and warning that CoreWeaves heavy debt, capital spending and financing costs could strain its finances.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

A Barclays downgrade tied to a slower growth outlook is drawing criticism from bullish traders, while bears point to Dells sharp AI-driven run, valuation and profit-taking as reasons for caution. The debate also reflects whether strong AI-server demand and backlog can sustain growth despite concerns about margins and a broader pullback in tech stocks.

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$O  $EPR great day across the sector. is this money rotating out of tech and into yield/safety?

Nun yuh

Toth Attila

Josh Denski

Real AF biznas

OldManGrumble

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Realty Income Corp.

EPR Properties

 great day across the sector. is this money rotating out of tech and into yield/safety?