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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

AMDs sharp rally to record highs is drawing attention, with traders citing AI and agentic-workload demandparticularly Metas Muse and its potential need for more CPU capacityalongside momentum and short-covering. Bulls see room for AMD to benefit from AI infrastructure growth, while skeptics argue the valuation has outrun fundamentals and warn that dilution, profit-taking, and rising yields could pressure the shares.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas rally is being driven by optimism over its personalized mRNA cancer vaccine after the Phase 3 melanoma trial met its main endpoints, along with anticipation for fuller data at the ESMO cancer conference and CEO comments about the broader mRNA platform. Bulls see potential beyond COVID vaccines, while skeptics question the valuation, commercial scalability and whether the results will translate to other cancers.

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 Muse AI agent, new wearables and retail integrations are driving optimism that the company can expand AI use and eventually monetize it. Traders are divided between those backing Muses reach and revenue potential and skeptics who see hype ahead of proven monetization, with the sharp rally also prompting overbought and profit-taking concerns.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtions announcement that its Sqale platform entangled 30 logical qubits using 80 physical qubits is the main focus, with traders viewing the commercial-system milestone as validation of its quantum-computing progress. The reaction is broadly bullish, though some are frustrated by the stocks muted response and cite market conditions and resistance as weighing on momentum.

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

Intels sharp rally is being tied to renewed optimism that agentic AI workloads, including discussion around Metas Muse, could lift demand for CPUs alongside GPUs, amid strength across semiconductor stocks. Bulls see a CPU-driven comeback, while skeptics point to the stocks rapid run-up and warn of profit-taking; speculation about foundry deals and partnerships remains unconfirmed.

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

BlackBerrys quarterly results beat expectations and lifted its full-year outlook, with record QNX performance and the major Coretura vehicle-software design win driving discussion about future royalties. Many traders are bullish on QNXs growth and new design wins, while others question the muted share-price response and point to softer near-term guidance and Secure Communications concerns.

The Ondo Foundation was founded in 2022 as an independently governed and nonprofit Cayman Islands Foundation Company with no beneficial owners. The Ondo Foundation assisted in the launch of the Ondo DAO, which deployed and currently governs Flux Finance, the first lending protocol supporting tokenized securities as collateral.  ONDO token holders are entrusted with shaping the future of the Ondo DAO so that it continues to pursue its mission to democratize access to institutional-grade finance. The Ondo DAO gives ONDO holders specific rights pertaining to Flux Finance, which is currently governed by the Ondo DAO.

Ondo

ONDOs sharp rally is being tied to Ondo Finances launch of tokenized investment portfolios powered by BlackRock, boosting enthusiasm around real-world asset tokenization. Traders are also debating whether that business growth will benefit ONDO holders, since the token is currently viewed as governance-focused and a fee switch or other value-accrual mechanism remains uncertain.

Securitize Corp. is a financial technology company, which engages in the provision of regulated infrastructure for the issuance, management, trading, and administration of tokenized real-world assets (RWAs). The company was founded on October 17, 2025 and is headquartered in Miami, FL.

Securitize Corp.

ARKs tokenization of its Venture Fund through Securitizes Ethereum infrastructure is driving attention and a strong share-price move. Traders largely view the deal as validation of Securitizes tokenization business, though some warn against chasing the rally and are taking profits.

Energy Transfer LP engages in natural gas pipeline transportation and transmission services. It operates through the following segments: Intrastate Transportation and Storage, Interstate Transportation and Storage, Midstream, NGL and Refined Products Transportation and Services, Crude Oil Transportation and Services, Investment in Sunoco LP, Investment in USAC, and All Other. The Intrastate Transportation and Storage segment owns and operates natural gas transportation pipelines. The Interstate Transportation and Storage segment includes transportation pipelines, storage facilities, and gathering systems and delivery of natural gas to industrial end-users and other pipelines. The Midstream segment consists of natural gas gathering, compression, treating, processing, storage, and transportation. The NGL and Refined Products Transportation segment engages in the operations transport, store and execute acquisition, and marketing activities utilizing a complementary network of pipelines, storage and blending facilities, and strategic off-take locations that provide access to multiple NGL markets. The Crude Oil Transportation and Services segment provides transportation, terminalling, acquisition, and marketing services to crude oil markets. The Investment in Sunoco LP segment refers to the distribution of motor fuels to independent dealers, distributors, and other commercial customers and the distribution of motor fuels to end-user customers at retail sites. The Investment in USAC segment offers compression services to its customers in connection with infrastructure applications including both allowing for the processing and transportation of natural gas through the domestic pipeline system and enhancing crude oil production through artificial lift processes. The company was founded by Kelcy L. Warren in 1996 and is headquartered in Dallas, TX.

Energy Transfer LP - Unit

Energy Transfer LP Unit

ETs discussion centers on its natural-gas growth outlook, particularly potential demand from data centers, alongside a recent pullback that traders attribute to debt and rate concerns and possible policy headwinds such as a diesel-export ban. Some holders also question the planned move to the Texas Stock Exchange, while bullish investors point to the companys earnings, pipeline growth and distribution.

Akamai Technologies, Inc. is the cybersecurity and cloud computing company that powers and protects business online. The market security solutions, superior threat intelligence, and global operations team provide defense in depth to safeguard enterprise data and applications everywhere. The firm full-stack cloud computing solutions deliver performance and affordability on the world’s most distributed platform. The global enterprises trust Akamai to provide the industry reliability, scale, and expertise they need to grow their business with confidence. The company was founded by Frank T. Leighton, Jonathan Seelig, Randall S. Kaplan, and Daniel M. Lewin on August 20, 1998 and is headquartered in Cambridge, MA.

Akamai Technologies Inc

Akamais newly announced multi-year cloud infrastructure agreement with Anthropic is driving attention, with traders viewing it as validation of the companys AI-compute opportunity. Reactions are split between optimism about the contract and concerns over the investment required, potential warrant-related dilution, and profit-taking after the initial surge.

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Diversified Royalty Corp. engages in the acquisition of well-managed royalties from multi-location businesses and franchisors. It also owns the following trademarks: Sutton, Mr. Lube and Tires, Loyalty Inc, Mr. Mikes, Nurse Next Door, Oxford, Stratus, BarBurrito, and Cheba Hut. The company was founded on July 29, 1992 and is headquartered in Vancouver, Canada.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.03	--	--	N/A
Q2 '26	$0.04	$0.01	-63.60%	MISSED
Q1 '26	$0.04	--	--	N/A
Q4 '25	$0.04	--	--	N/A
Q3 '25	$0.04	$0.04	-4.91%	MISSED

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