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The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desks quarterly earnings beat and stronger-than-expected outlook sparked a sharp rally, but the gains faded as traders focused on nearly flat revenue, weaker margins, and managements cautious comments about growth. Some see the buyback authorization and heavy short interest as support for a turnaround, while others doubt the recovery and question managements credibility.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

A disappointing Q3 reportwith an unexpected loss, sharply compressed margins, weaker profit guidance and a sequential subscriber declinedrove HIMS lower despite strong revenue growth. Traders are split on whether international expansion, the Lilly partnership and the upcoming Peptides+ program can offset concerns about profitability and subscriber momentum.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holdings latest quarterly results are driving attention: despite a strong beat, shares fell after management reiterated its full-year growth outlook rather than raising it. Traders are split between viewing the selloff as a buying opportunity and questioning whether the outlook was strong enough.

Digital Turbine, Inc. engages in mobile growth platform solutions for advertisers, publishers, carriers, and device original equipment manufacturers. It operates through the following segments: On Device Solutions and App Growth Platform. The On Device Solutions segment consists of products and services that simplify the discovery and delivery of mobile apps and content media for device end users. The App Growth Platform segment provides Advertising Solutions and Ad Monetization Solutions. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbines quarterly results are driving attention: revenue and adjusted earnings beat expectations and revenue guidance increased, but margin compression, a less-improved profit outlook, and debt concerns fueled a sharp post-report selloff. Bulls see the spending as investment in growth and call the reaction excessive, while skeptics question whether revenue growth is translating into stronger profits.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riots stronger-than-expected Q3 results and a long-term AI data-center lease at its Corsicana campus are driving attention as the company expands beyond Bitcoin mining. Traders are bullish on the contracted AI-infrastructure opportunity, while skeptics point to financing, construction, and execution risks before the leases generate revenue.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCelleras strong quarterly update is drawing attention, particularly positive Phase 2 results for ABCL635 in menopausal hot flashes and the addition of three molecules to its development pipeline. Traders are broadly upbeat about the expanded pipeline and cash runway, while some focus on the longer wait for late-stage trials and further durability data.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is under pressure amid a board investigation into reports that CEO Jensen Huang had a relationship with a woman suspected of ties to Chinese intelligence, alongside shareholder litigation and concerns about governance, export controls, and leadership continuity. Traders disagree on whether the allegations are a serious overhang or temporary noise that does not change Nvidias AI business prospects; claims that secrets or chips were improperly transferred remain unverified.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Globals agreements with GE Vernova and Baker Hughes to reserve equipment for a potential data-center power business are driving discussion, with the company targeting up to 10 GW of capacity. Traders are split between seeing a promising way to monetize its gas and infrastructure and worrying about execution, financing and debt; insider selling and weakness in AI-related stocks are also cited as pressure on shares.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

ETH weakness and broader crypto selling are weighing on BMNR, with traders complaining that the stock is underperforming its underlying holdings even as BitMine continues accumulating ETH toward its 5% supply goal. The community is split between dip-buyers who see value in the treasury and expect buybacks to help, and frustrated holders questioning management, dilution, and the pace of buybacks.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

Semiconductors are rebounding after the sharp AI-led selloff, with traders pointing to broad chip buying and rotation away from Nvidiawhich lagged amid CEO-investigation headlinestoward other chip names. Some view the bounce as a buying opportunity, while others say it may be temporary and AI spending concerns remain.

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Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

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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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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

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