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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Optimism that Metas Muse AI agent could drive greater CPU demand alongside GPUs is fueling AMDs rally, with traders also citing broader AI enthusiasm and a squeeze on bearish bets. The community is divided between bullish momentum and concerns that the sharp run-up has left the stock overvalued and vulnerable to a pullback.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas rally is being tied mainly to enthusiasm around its Muse AI assistant and Connect product announcements, with traders debating whether adoption and future monetization justify the sharp move. Bulls point to Metas reach and AI potential, while skeptics call the rally hype-driven or overbought and warn of a pullback.

London-based Quant Network is set to revolutionise blockchain technology with the development of their blockchain operating system Overledger. The experienced team are determined to fulfil the original vision of the internet by creating an open trusted network for people, machines, and data to operate securely and safely.  Overledger -the first interoperable blockchain operating system that facilitates internet-scale development of decentralised, multi-chain applications. Overledger has the ability to unlock and distribute value and applications across current and future blockchains. It is an agnostic platform that connects the world's networks to blockchains and ensures you're not limited to any single a vendor or technology. Overledger is the only platform that facilitates the development of internet-scales development of decentralised, multi-chain applications.

Quant

Quants sharp rally is being linked by traders to its Robinhood listing and developments around tokenized bank deposits and institutional payment infrastructure. Many are bullish on potential adoption and the tokens limited supply, while others warn of a pullback and question whether enterprise use will translate into token demand.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Metas Muse agentic-AI launch has fueled expectations of greater CPU demand alongside GPUs, adding to Intels semiconductor rally. Traders are broadly bullish on the CPU-demand and turnaround story, while some caution that the move is speculative and debate rumors of potential partnership or foundry-customer announcements.

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

Goldman Sachs resumption of coverage with a Buy rating is drawing attention, with its view that easing Amtagvi launch hurdles could support improving margins. Traders are broadly upbeat but some question the sharp analyst reversal and remain focused on the promised revenue-guidance update and upcoming NSCLC data.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

BNP Paribas upgrade and Nebiuss reported GPU cloud price increases are driving attention, with traders pointing to strong AI-compute demand and pricing power. Bulls welcome the stronger outlook, while skeptics cite valuation, capital needs and short positioning as reasons the rally could be volatile.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is drawing attention after reporting results above expectations and raising its outlook, with traders focused on QNX growth and automotive wins including an Alloy Kore design win and an Uber selection. Many are bullish on the growth potential, while others question how quickly the wins will translate into revenue and point to a muted, volatile share-price reaction.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigettis finalized U.S. Department of Commerce funding agreement for superconducting quantum-computing R&D is the main catalyst drawing attention. Traders see government backing as validation and added support for development, while others focus on the equity stakes dilution and question whether the rally can hold.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as Treasury yields surge to multi-decade highs; traders cite hawkish Fed signals, strong economic data, oil-driven inflation concerns and heavy government borrowing. The community is split between expecting further bond losses and buying the selloff in anticipation of eventual demand or a policy response, while some question why equities have held up amid the bond weakness.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles reported force-majeure notice for its Project Jupiter data center in New Mexicointended to protect its contractual position if the project is delayedhas focused attention on permitting, power and execution risks in its AI buildout. Traders are divided between viewing the notice as prudent risk management, not a project cancellation, and seeing it as a warning about Oracles debt-heavy infrastructure spending and cash-flow risks.

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