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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

Barclays downgrade of Dell and doubts about a meaningful enterprise AI spending acceleration have weighed on shares after a sharp run-up; the firm argues rising memory costs may be boosting reported revenue more than unit demand. Traders are divided, with bears focused on valuation and margin risks while bulls point to strong AI-server demand and backlog, and many call the selloff an overreaction.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

FDA expanded ANKTIVAs approval with BCG to include BCG-unresponsive papillary-only bladder cancer, broadening its potential patient population; ImmunityBio also reported long-term Phase 3 results showing durable responses. Despite the developments, shares fell, with traders debating whether the move reflected a broader biotech selloff and options-related pressure or a sell the news reaction; claims of deliberate manipulation were speculation.

Genius Sports Ltd. engages in the provision of scalable, technology-led products and services to the sports, sports betting, and sports media industries. It also involves in Sports League, which offers technology infrastructure for the collection, integration, and distribution of live data; Sportsbooks, which includes collection of live sports data, odds making, risk management and player marketing; and Sports Media, which provides a range of online marketing and fan engagement tools. The company was founded by Mark Adrian Locke in 2000 and is headquartered in London, United Kingdom.

Genius Sports Limited

Genius Sports role as a data and technology provider to sportsbooks and prediction markets is the main focus, with traders debating whether new partnerships and prediction-market growth can offset uncertainty around regulation and sports-betting restrictions. The discussion is also weighed down by the share-price decline, with some traders citing insider selling, macro pressure and concerns about profitability, while others view the companys infrastructure position as an opportunity.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Anticipation is building around Iovances ESMO presentations on lifileucel in frontline melanoma and sarcoma, with traders also watching for a later NSCLC update and quarterly results. The recent selloff is often attributed to broader biotech weakness and profit-taking, though some debate whether the halted small pediatric trial contributed.

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.

Amazons launch of Supply Chain Services is driving concern that it could take business from UPS and intensify competition in shipping and logistics. Traders are split between viewing the selloff as an overreaction and fearing Amazons scale and pricing could pressure UPSs volumes and margins.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobes shares are under pressure amid a Wells Fargo downgrade and concerns that AI-built, open-source clones such as ArtCraft could erode its creative-software moat and subscription growth. Traders disagree on the threats scale: bears see a risk to paid users and pricing power, while bulls argue the clones lack Adobes mature workflows, support, and enterprise ecosystem.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BCRX is drawing attention amid a steep share-price slide, with traders focused on Pharvaris as a potential HAE competitor and reports of an RBC downgrade citing a challenging near-term outlook. Bears worry about pressure on Orladeyo and execution risks around the Astria acquisition and Navenibart, while bulls argue the pediatric launch and continued Orladeyo growth could offset competition.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom CEO Hock Tans remarks likening some AI investing to casino gambling and warning that capital could constrain the buildout have fueled concern about the sustainability of AI spending, alongside a broader semiconductor selloff. Traders disagree over whether the comments signal real risk or were taken out of context, with bulls pointing to continued AI demand and bears focused on financing and sentiment.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include core, cognitive adjacencies, and cognitive networks. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

A sharp, high-volume pullback has traders debating whether ANET is in a broader tech and AI-infrastructure correction, with some also pointing to reported insider selling and concerns about the durability of AI spending. Others view the decline as overdone and are buying the dip, citing Aristas role in AI data-center networking and its strong fundamentals.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Upcoming MSToronto presentations are driving attention, particularly initial Phase 1 azer-cel findings in progressive MS alongside BRIUMVI data on ENHANCE, long-term outcomes and subcutaneous dosing. Traders see the azer-cel readout as a potential upside catalyst, while some caution that early-stage data are preliminary and BRIUMVIs commercial growth remains the core thesis.

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