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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Microns record quarter and stronger guidance, alongside managements view that AI-driven memory supply will remain tight through 2028, have fueled debate about the durability of the upcycle. Traders are bullish on demand and analyst upgrades, but many are puzzled by the muted or negative share reaction and cite priced-in expectations, margin and spending concerns, rising yields, and the risk of a cyclical peak.

Corteva, Inc. is a global pure-play agriculture company that combines innovative technologies, high-touch customer engagement and operational execution to profitably deliver solutions for the world's most pressing agriculture challenges. It generates advantaged market preference through its unique distribution strategy, together with its balanced and globally diverse mix of seed, crop protection, and digital products and services. The company leverages recognized agricultural brands and a robust technology pipeline to maximize productivity for farmers while working with stakeholders throughout the food system to fulfill its promise of enriching the lives of those who produce and those who consume, ensuring progress for generations to come. Corteva was founded in 1802 and is headquartered in Indianapolis, IN.

Corteva Inc

Cortevas completed Vylor seed-and-genetics spinoff has left CTVA as a standalone crop-protection business, prompting confusion over the sharp share-price reset and how to value the separated companies. Traders disagree on whether post-spin selling has made CTVA undervalued or whether much of the former companys value moved to Vylor, with some also raising concerns about liabilities.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins selloff is drawing attention after Wells Fargo questioned whether a spike in Pixel installs reflects meaningful e-commerce adoption, saying many new storefronts had little measurable traffic. Bulls view the analysis as an overreaction and see the shares as undervalued, while bears worry about slower growth, competition and litigation.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nikes upcoming fiscal Q1 results and guidance dominate discussion as the stock sits near multi-year lows and short interest is reportedly at a record. Bulls see room for a turnaround or short-covering rally if results or outlook improve, while bears expect weak demand and China pressures to prolong the decline.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

UPST is drawing attention for its persistent selloff and repeated tests of yearly lows, with traders pointing to rising yields, rate-hike and inflation concerns, and the companys debt and funding needs as headwinds. Some bulls cite the CEOs share purchase, improving operations, and the planned bank charter as reasons for optimism, but the dominant reaction is bearish and debate centers on whether the decline has found support.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLakes BLA submission for sonelokimab in hidradenitis suppurativa is the main focus, with traders noting that the filing has not produced the hoped-for rally and awaiting the FDAs review decision and timeline. Some see the submission as reducing regulatory uncertainty, while others remain bearish amid concerns about prior clinical results, dilution, and managements plans to commercialize independently.

Accenture is a global professional services company that helps the world’s businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The firm combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. It operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Accenture plc - Ordinary Shares - Class A

Accentures quarterly earnings beat and record annual bookings sparked a sharp rally, with traders viewing the results as evidence that consulting demand is holding up despite AI-disruption concerns. Some see the report as weakening the bear case, while others argue the rally may be excessive given the modest growth outlook and ongoing risk that AI pressures traditional consulting work.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disney is under pressure amid reports of several hundred additional job cuts, with traders also questioning the stocks persistent weakness. Some see the selloff as overdone and point to an analyst upgrade and potential park demand, while bearish voices remain focused on the companys stagnant performance.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

A Delaware court ruled that Liquidias Yutrepia infringes two United Therapeutics patent claims covering its PH-ILD use, driving a sharp selloff as traders weigh possible label removal or broader sales restrictions. Liquidia plans to appeal and pursue a narrower label, while the community is split between viewing the drop as an overreaction and fearing lasting damage to the drugs commercial prospects.

NEAR Protocol is the blockchain for AI. A high-performance, AI-native platform built to power the next generation of decentralized applications and intelligent agents. It provides the infrastructure AI needs to transact, operate, and interact across Web2 and Web3. NEAR combines three core elements: User-Owned AI, which ensures agents act in users’ best interests; Intents and Chain Abstraction, which eliminate blockchain complexity for seamless, goal-driven transactions across chains; and a sharded blockchain architecture that delivers the scalability, speed, and low-cost execution needed for real-world AI and Web3 use. This integrated stack makes NEAR the foundation for building secure, user-owned, AI-native applications at internet scale.

Near

NEAR is drawing attention after traders discussed a reported exploit involving NEAR Intents, raising concerns about trust in the cross-chain liquidity system and possible fallout for usage. Some see the incident as damaging to NEARs thesis and have sold, while others are treating the decline as a dip-buying opportunity.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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PANW Hits Record High As AI Safety Debate Continues To Boost Cybersecurity Stocks — Analysts See Cyber Spending Upside

Equity

Morgan Stanley raised its PANW target to $410 from $394 recently, calling it a key beneficiary of increased cybersecurity spending, according to TheFly.

NetApp’s AI Opportunity Can Support Higher Growth, Says BofA — Raises Target After INSIGHT Event

According to TheFly, BofA lifted its NetApp price target after attending INSIGHT 2026, assigning a higher valuation multiple to the additional addressable market it sees emerging from artificial intelligence.

Okta’s AI Security Role Can Drive ‘Durable Growth Re-Acceleration,’ Says Citizens — Lifts Target To $225

Citizens sees identity becoming increasingly important as companies deploy AI agents, while improving demand, cross-selling and go-to-market execution could support faster growth at Okta.

NetApp To Acquire PEAK:AIO To Accelerate AI Infrastructure Push, Add Scale For Growing Workloads

NetApp said the planned acquisition will add specialized metadata and parallel file-system technology to ONTAP, targeting increasingly large AI environments.

Akamai-Anthropic Deal’s Magnitude Is Impressive, Says Piper Sandler – Sees It Shift From Being A Value Asset To A Hypergrowth One

According to TheFly, Piper Sandler believes that Anthropic’s commitment could drastically alter Akamai’s financial profile, with Cloud Infrastructure Services potentially surpassing Security by late 2028.

BlackBerry Q2 Earnings Show ‘Profitable Growth Model Is Working,’ CEO Says 

QNX revenue rose 27% year over year to $80.3 million, marking a record quarter for the automotive software business.


OKTA Stock Pulls Back From 4-Year High Despite Three Price Target Hikes: Jefferies Sees ‘More Pronounced’ Growth By 2027

Jefferies said customer confusion remains the biggest hurdle to adoption but expects AI agent momentum to support a "more pronounced" growth cycle by 2027.


ZS, CRWD, PANW Stock In Focus — Cybersecurity Firms Lead Weekly Nasdaq 100 Gains As AI Security Debate Intensifies 

 Growing anxieties about autonomous AI vulnerabilities and cyber threats have pushed cybersecurity shares to the top of the Nasdaq 100 this week. 


CrowdStrike Gets Higher Targets From BofA, Stephens — Guardian And Expanding AI Security Market Drive Analyst Confidence

Wall Street sees CrowdStrike’s latest AI launches reinforcing its position as a strategic cybersecurity platform as enterprise demand for AI security expands, per TheFly.

Time to Boost Cybersecurity ETF Exposure as AI Safety Concerns Rise

AI safety concerns are rising, but that could create another tailwind for cybersecurity. Here are ETFs positioned to benefit from growing security needs.

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Hold rates steady

Cut 25 bps

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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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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