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The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desks prolonged slide to multiyear lows is drawing attention amid concerns about slowing ad spending and growth, competition from Amazon and other platforms, and the outlook after weak guidance. Traders are sharply divided between expecting more downside and viewing the selloff as overdone, while many criticize CEO Jeff Green and the companys incentive package; speculation that Apples Safari changes are an immediate catalyst remains unconfirmed.

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

Iovances raised full-year revenue outlook, reflecting stronger demand for Amtagvi and Proleukin, is driving a sharp rally. Traders are broadly bullish and debating whether short covering is amplifying the move, while some flag profit-taking and possible dilution; many also point to upcoming lung-cancer data as a potential catalyst.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

Competition from Kalshi and Polymarket is driving debate over whether prediction markets are taking wagering share from traditional sportsbooks, with legal challenges over sports event contracts adding uncertainty. Bears worry about pressure on DraftKings margins and customer growth, while bulls point to rising DKeX volume and potential benefits if rivals face tighter state regulation.

Fair Isaac Corp. engages in the provision of decision management solutions. It operates through the Software and Scores segments. The Software segment includes pre-configured analytic and decision management solutions designed for a specific type of business need or process. The Scores segment focuses on business-to-business scoring solutions and services, business-to-consumer scoring solutions and services including myFICO solutions for consumers and associated professional services. The company was founded by Bill Fair and Earl Isaac in 1956 and is headquartered in San Jose, CA.

Fair Isaac Corp.

Fair, Isaac Corp.

FICO is drawing attention after FHFA changes put VantageScore alongside FICO on a unified Fannie Mae and Freddie Mac mortgage-pricing grid, raising concerns that competition could erode FICOs long-standing mortgage-scoring advantage. Traders are divided between expecting further pressure on pricing and market share and viewing the selloff as an overreaction given FICOs continued business strength.

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF

A pause in the DEAs marijuana-rescheduling proceeding, amid questions about gaps in federal drug-classification procedures, has delayed expectations for the administrative law judges recommendation on Schedule III. Traders are frustrated by the uncertainty, while others view the pause as procedural and expect rescheduling to continue; its timing and outcome remain unsettled.

Sovereign frontier cloud for AI that builds  AI agents are starting to build and operate real software. Agentic organizations are starting to coordinate people, code, data, payments, and governance. Both need a cloud that is sovereign, tamperproof, and always on.  The Internet Computer is that cloud.  Built on more than USD 500 million in R&amp;D, ICP uses advanced blockchain technology and cryptography to run entire software systems end-to-end on the network: websites, apps, services, data, payments, and governance. Code and data are protected by the protocol, replicated across independent nodes, and cannot be silently changed by a cloud provider, backend operator, or attacker.  Cloud engines make this infrastructure sovereign. They let organizations run ICP-powered compute across chosen providers, locations, and jurisdictions while keeping the same tamperproof and always-on guarantees of the network.  This is the real demand ICP serves: sovereign frontier cloud for AI agents and agentic organizations. Agents can build and update software. Organizations can run rules, assets, and governance as verifiable systems. The result is software that stays online, keeps its data, and remains under the control of its owners.  Developers and AI agents can build on the Internet Computer with any AI assistant using the ICP skill library at skills.internetcomputer.org, or by creating apps through conversation with Caffeine AI.  Computation on ICP is paid for by converting $ICP into cycles. $ICP is also used for staking and governance through the Network Nervous System.

Internet Computer

ICP is drawing attention after a sharp rebound and a push through a key technical resistance level, with traders debating whether the move can hold or will fade. Bullish holders also point to reported Pakistan government app deployments and ICPs decentralized cloud and AI infrastructure, while skeptics question adoption and the rallys staying power.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure is selling off after four-year AMT-130 data showed less slowing of Huntingtons disease progression than the three-year results, with the 48-month cUHDRS result not statistically significant. Traders are debating whether this weakens confidence in the treatments durability or is less consequential because the BLA is based on the stronger three-year data; some view the drop as an overreaction, while others see meaningful efficacy concerns.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

AstraZenecas sizable strategic investment in Summit and collaboration to study ivonescimab combinations have drawn attention, with traders viewing the deal as validation of the cancer-drug program and relief from financing concerns. Others point to dilution and stress that the agreement is not a buyout and does not resolve the separate FDA decision risk.

Carnival Corp. Ltd. engages in the operation of cruise ships. It operates through the following business segments: North America Cruise Operations, Europe Cruise Operations, Cruise Support, and Tour and Others. The North America Cruise Operations segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corporation Ltd.

Carnival Corp

Carnivals quarterly earnings beat and raised full-year outlook, alongside record customer deposits and strong 2027 bookings, sparked a sharp rally and lifted other cruise stocks. Bulls cite resilient demand, while skeptics point to fuel costs and weaker near-term guidance as ongoing risks.

Magnite, Inc. provides a technology solution to automate the purchase and sale of digital advertising inventory for buyers and sellers. It features applications and services for digital advertising sellers including websites, mobile applications, and other digital media properties. The company was founded by Frank Addante, Duc Chau, Craig Roah, Julie Mattern and Brian D. Baumgart on April 20, 2007 and is headquartered in New York, NY.

Magnite Inc

A Bank of America upgrade and higher price target are driving attention, with the analyst citing potential benefits to Magnite from Google ad-tech remedies that could give independent exchanges a fairer shot at ad spend. Traders are mostly welcoming the upgrade and share-price jump, though some caution that similar upgrade-driven rallies have faded before.

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Elroy Air to Become Publicly Traded Company via Business Combination with Inflection Point-led SPAC

Elroy Air, Inc., a leading U.S.-based technology developer of autonomous heavy-cargo drones for defense, rapid response and commercial logistics, and Columbus Circle Capital Corp II (Nasdaq: CMII), a special purpose acquisition company led by the management team of Inflection Point Asset Management...

Inflection Point Acquisition Corp. VI operates as a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded on September 12, 2025 and is headquartered in New York, NY.

Inflection Point Acquisition Corp. VI - Unit (1 Ord Cls A & 1/3 War)

Adding risk (buying more)

Trimming/taking profits

Rotating into safer assets

Staying the course, no changes

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