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PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

Reports that Advent International and Stripe have abandoned their pursuit of PayPal are removing the takeover premium and driving heavy selling. Traders are divided between viewing the drop as an overreaction to a lowball bid and arguing that PayPals standalone business faces meaningful competitive and execution risks.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

A post-earnings selloff is driving attention after Marvells results and multi-year outlook failed to exceed elevated expectations, while lower near-term gross margins and the delayed contribution of the Google AI-chip deal weighed on sentiment. Traders are split between viewing the drop as an overvaluation reset and buying opportunity, or as evidence that AI growth and custom-silicon revenue are already priced in.

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Federal Reserve Chair Kevin Warshs Jackson Hole speech is driving attention, with traders parsing his warnings that inflation remains elevated and rate hikes may return while criticizing the lack of clear forward guidance. Despite the hawkish tone and higher September hike expectations, SPY remained resilient, fueling debate over whether markets are dismissing the speech or positioning for further volatility.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

A widely discussed report that Nelson Peltzs Trian has no current plans to pursue a take-private bid triggered heavy attention and selling in Wendys shares. Traders remain divided, with bears viewing the deal as abandoned while bulls call the report speculative and focus instead on short-squeeze potential, the dividend, and a new-management turnaround.

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 quarterly earnings miss and an unclear outlook sparked a sharp selloff, with traders focused on heavy planned AI-infrastructure spending, potential dilution, and managements failure to identify the new frontier-AI customer or provide detailed guidance. Bulls argue the reaction overlooks IRENs accelerating AI Cloud transition, contracted capacity, and Microsoft-related deployments, while skeptics question execution, profitability, and financing needs.

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

The sharp selloff is being attributed to Army news widening the search for competitors on the NGSRI interceptor program, which traders fear could delay down-selection and reduce LightPaths potential opportunity. Others argue the notice does not change the targeted production timeline or confirm that LightPath has lost its position, calling the reaction headline-driven and excessive.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

A strong fiscal fourth-quarter earnings beat and better-than-expected forward outlook have driven heavy bullish interest, with traders highlighting Affirms growth, profitability, and expanding BNPL adoption. Some remain cautious about the impact of one-time items on reported profit, credit quality, valuation, and the stocks tendency to fade post-earnings gains.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

A strong fiscal second-quarter report, record recurring-revenue additions, and a raised full-year outlook tied to accelerating AI-driven cybersecurity demand sparked a sharp rally and multiple analyst target increases. The subsequent selloff has shifted the debate toward profit-taking, options-driven volatility, and whether CrowdStrikes elevated valuation is justified, with traders divided between dip buyers and short sellers.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

A strong quarterly earnings beat and raised full-year guidance has drawn attention, but shares sold off sharply after a sizable pre-earnings rally. Traders are split between viewing the decline as profit-taking and options-driven pressure versus concerns about decelerating cloud growth, stock-based compensation, and elevated expectations.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is drawing attention ahead of its fiscal fourth-quarter earnings, with multiple analyst upgrades and optimism that AI-driven cyber threats and platform consolidation are supporting demand. Traders remain divided, with bulls expecting continued cybersecurity-sector strength while bears point to stretched valuation, profit-taking, and elevated earnings volatility.

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$SLB is expected to have 2B (5% of their total) data center revenue in 2027 which isnt as profitable as their oilfield business but enough to push the stock 10+%. every business needs a solid AI story. $UBER

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Uber Technologies Inc

 is expected to have 2B (5% of their total) data center revenue in 2027 which isnt as profitable as their oilfield business but enough to push the stock 10+%. every business needs a solid AI story. 