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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

PayPal is trending after reports that Advent International and Stripe abandoned acquisition talks, removing the takeover premium and sparking intense debate over whether the selloff is an overreaction or a reset to reflect standalone risks. Retail discussion is sharply divided between bargain hunters citing PayPals cash generation, buybacks and turnaround potentialincluding Venmo and PYUSDand bears warning of commoditization, competition from newer fintechs and weak growth without a deal.

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

Marvells strong AI-driven results and raised multi-year outlook are being overshadowed by a narrow earnings beat, expected gross-margin pressure, and investor concern that the Google custom-chip opportunity is already reflected in guidance rather than providing near-term upside. The community is sharply divided between bulls calling the selloff an oversold buy-the-dip opportunity and pointing to hyperscaler/custom-silicon growth, and bears arguing that lofty valuation and delayed Google revenue justify further downside.

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

IREN is trending after a post-earnings selloff tied to a revenue miss, widening loss and impairment charges, despite AI Cloud revenue overtaking bitcoin mining and management touting multi-billion contracted ARR, Microsoft deployments and a new unnamed frontier-AI customer. Bulls call the drop a transition-quarter buying opportunity and anticipate a major contract reveal, while bears focus on heavy capex, dilution, execution risk and opaque management guidance.

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 quarterly beat and better-than-expected outlook have reignited AFRM enthusiasm, with traders highlighting accelerating merchant and consumer adoption, Affirm Card momentum, and potential short-squeeze dynamics. Debate remains intense over delinquency risk, BNPLs exposure to financially stretched consumers, premium valuation, and competition from Klarna and Sezzle.

Gap, Inc. operates as a global apparel retail company, which offers clothing, apparel, accessories, and personal care products for men, women, and children. The firm operates through the following segments: Gap Global, Old Navy Global, Banana Republic Global, Athleta, and Other. The Gap Global segment includes apparel and accessories for men and women under the Gap brand, along with the GapKids, BabyGap, GapMaternity, GapBody, and GapFit collections. The Old Navy Global segment offers clothing and accessories for adults and children. The Banana Republic Global segment provides clothing, eyewear, jewelry, shoes, handbags, and fragrances. The Athleta segment offers fitness apparel for women. The company founded by Donald G. Fisher and Doris F. Fisher in July 1969 and is headquartered in San Francisco, CA.

Gap, Inc.

GAP is surging after an earnings beat, stronger margins, an improved full-year profit outlook and the appointment of Michael Francis to lead an Old Navy turnaround, despite softer revenue and weakness at Old Navy and Athleta. The community is broadly bullish and discussing short-covering, call activity and a possible continuation, while skeptics warn of profit-taking and question whether the brand improvements can offset ongoing portfolio weakness.

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

Rubrik is drawing attention after a strong quarterly beat, higher full-year guidance and continued momentum in subscription ARR, margins and free cash flow, helping drive a sharp rebound despite an initial post-earnings selloff. The community is split between long-term bulls focused on AI-era cyber resilience, Agent Cloud and data-security demand, and skeptics citing valuation, stock-based compensation, insider selling and recurring options-driven volatility.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

A fiscal Q2 beat, raised full-year outlook, record operating profitability, and momentum in AI, cloud, and data security have pushed SentinelOne into focus, alongside a wave of analyst target increases. The community is split between optimism over its valuation discount to CrowdStrike and Palo Alto Networks, potential M&A appeal, and bullish call activity, versus concerns about softer forward guidance, large-customer growth, margins, and intense competition.

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

PANW is surging with a broader software and cybersecurity rally sparked by strong enterprise-software and peer results, reinforcing optimism that AI-driven threats will increase demand for platform-based security. Traders are celebrating the breakout and sector rotation while debating whether its lofty valuation and upcoming earnings volatility leave room for further gains or make the stock vulnerable to profit-taking.

BRC Group Holdings, Inc. engages in the provision of financial services and solutions to the capital raising and financial advisory needs of public and private firms. It operates through the following segments: Capital Markets, Wealth Management, Lingo, magicJack, Marconi Wireless, United Online (UOL), and Consumer Products. The Capital Markets segment provides investment banking, corporate finance, research, wealth management, and sales and trading services to corporate, institutional, and high net worth clients. The Wealth Management segment offers retail brokerage, investment management, and insurance, and tax preparation services. The Lingo segment offers a global cloud or unified communications and managed service provider to Enterprise and Small to Medium Businesses in the United States. The magicJack VoIP segment is a non-interconnected Voice-over-IP (VoIP) cloud-based communications service provider that offers related devices and subscription services within the United States and Canada. The Marcon segment is a mobile virtual network operator that provides mobile phone voice, text, and data services and devices using the Credo Mobile brand. The United Online segment is an Internet access provider that offers dial-up and digital subscriber line services under the NetZero and Juno brands across the United States. The Consumer Products segment generates revenue through sales of laptop and computer accessories. The company was founded in 1973 and is headquartered in Los Angeles, CA.

BRC Group Holdings Inc.

B. Riley Financial Inc

B. Riley Financial is currently trending as investors closely monitor its debt management strategies, including recent debt-for-equity swaps and the upcoming maturity of 2026 notes. The stock continues to be a focal point for the community due to its significant investment portfolio, including positions in SpaceX-related assets and Babcock & Wilcox, alongside ongoing discussions about the company's capital allocation and potential for a re-rating.

Workday, Inc. engages in the development of enterprise cloud applications for finance and human resources. The firm delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. It operates through the Cloud Applications segment. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is drawing heavy attention after a quarterly earnings beat was offset by mixed forward guidance, prompting a Capital One downgrade and debate over whether growth is slowing. Traders are also focused on renewed Silver Lake take-private speculationespecially managements refusal to commentfueling sharp volatility, short-squeeze chatter, and broader discussion about whether AI is disrupting or strengthening enterprise SaaS.

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Neutral Sentiment

Hold rates steady

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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