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Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

A sharp rebound and technical breakout in Snap shares, alongside chatter about a large trade and unusually active call options, has fueled bullish momentum and squeeze speculation. Some traders remain cautious, questioning whether the move can hold or will fade as past rallies have.

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

Reports that an OpenAI model workload is using Nvidia rather than Cerebras hardware are weighing on CBRS and fueling concern about its reliance on OpenAI; traders also cite upcoming share unlocks as a potential source of selling pressure. Bulls call the decline an overreaction and point to Cerebrass inference technology, while bears question customer concentration, valuation, and continued selling.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SOUNs steep decline to fresh 52-week lows is driving discussion, with traders citing dilution and selling pressure tied to the LivePerson deal, ongoing unprofitability, and weak confidence in management. Bears see further downside, while some holders are buying the dip and anticipating a rebound around upcoming earnings or a possible short squeeze.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians Q3 deliveries beat expectations, but shares sold off after the company left full-year delivery guidance unchanged rather than raising it. Traders are split on whether the R2 production ramp can drive further growth, with cash burn, profitability and possible dilution weighing on sentiment ahead of earnings.

LightPath Technologies, Inc. engages in the design, development, manufacture, and distribution of optical and infrared components. Its products include molded glass and assemblies, infrared molded lenses, diamond turned, conventional ground and polished ground lenses and assemblies, and collimator assemblies, which are used in applications involving light detection and ranging technology. The firm supports a range of customers in the field of industrial, laser, defense, medical, telecommunications, and instrumentation. The company was founded in1985 and is headquartered in Orlando, FL.

Lightpath Technologies, Inc. - Ordinary Shares - Class A

LPTH is drawing attention amid a sharp slide and persistent technical weakness, with traders pointing to a lack of fresh order announcements and concerns about slowing growth and valuation. Bulls argue the longer-term defense-optics, BlackDiamond and missile-seeker opportunities remain intact, while skeptics want more concrete contract progress.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorillas proposed U.S. data-center acquisition and expansion plan is drawing attention, with traders focused on how the capital-intensive, non-binding proposal would be financed. Many see dilution risk and question execution given past delays, while some investors view the move as a promising expansion into AI infrastructure.

Citigroup, Inc. is a holding company, which engages in the provision of financial products and services. It operates through the following segments: Services, Markets, Banking, Wealth, U.S. Personal Banking (USPB), and All Other. The Services segment includes Treasury and Trade Solutions (TTS) which provides an integrated suite of tailored cash management, trade, and working capital solutions to multinational corporations, financial institutions and public sector organizations, and Securities Services, which offers cross-border support for clients, providing on-the-ground local market expertise, post-trade technologies, customized data solutions, and a wide range of securities services solutions that can be tailored to meet client needs. The Markets segment provides corporate, institutional, and public sector clients around the world with a full range of sales and trading services across equities, foreign exchange, rates, spread products, and commodities. The Banking segment offers Investment Banking and Corporate Lending services. The Wealth segment includes Private Bank, Wealth at Work, and Citigold and provides financial services to a range of client segments through banking, lending, mortgages, investment, custody, and trust product offerings. The USPB segment includes Branded Cards and Retail Services, which have proprietary card portfolios and co-branded card portfolios within Branded Cards, and co-brand and private label relationships within Retail Services. The All Other segment consists of activities not assigned to the reportable operating segments, including certain unallocated costs of global functions, other corporate expenses, and net treasury results. The company was founded in 1812 and is headquartered in New York, NY.

Citigroup Inc

Citigroups upcoming quarterly report is the main focus as major U.S. bank earnings begin, with traders watching whether its turnaround and Services business can offset higher costs and pressure on lending. Views are split between hopes for a strong report and a rebound, and concerns that rising yields, weaker loan demand, and economic uncertainty could weigh on bank stocks.

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

A report identifying Anthropic as the likely customer behind IRENs previously disclosed, unnamed AI-cloud contract has sparked intense debate; neither company has confirmed the reported deal or disclosed its terms. Traders are divided between viewing it as validation of IRENs AI-infrastructure pivot and dismissing the unconfirmed news, particularly after an initial rally faded.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Googles long-term agreement with Constellation for about 3.6 gigawatts of nuclear power has put CEG at the center of the AI data-center electricity theme, reinforcing the view that reliable power is a key infrastructure bottleneck. Traders are positive on the demand outlook but debate whether the deals rally can hold, with profit-taking and near-term valuation and grid-market uncertainty weighing on sentiment.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklos steep slide and repeated 52-week lows are being blamed by many traders on ongoing ATM share sales and dilution, alongside a long stretch without company updates and concerns about its pre-revenue reactor timeline. Some see the selloff as a buying opportunity ahead of possible licensing, DOE, or contract milestones, while others expect further weakness until dilution eases and execution advances.

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