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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 is being tied to optimism that Metas Muse and the broader shift toward AI agents could boost demand for server CPUs alongside GPUs. Traders are celebrating the momentum and short squeeze, while others question whether AI expectations justify the valuation and warn of a pullback.

London-based Quant Network is set to revolutionise blockchain technology with the development of their blockchain operating system Overledger. The experienced team are determined to fulfil the original vision of the internet by creating an open trusted network for people, machines, and data to operate securely and safely.  Overledger -the first interoperable blockchain operating system that facilitates internet-scale development of decentralised, multi-chain applications. Overledger has the ability to unlock and distribute value and applications across current and future blockchains. It is an agnostic platform that connects the world's networks to blockchains and ensures you're not limited to any single a vendor or technology. Overledger is the only platform that facilitates the development of internet-scales development of decentralised, multi-chain applications.

Quant

Traders are tying QNTs sharp rally to news about Quants role in a tokenized-deposit initiative involving The Clearing House, alongside a Robinhood listing. Bulls cite banking adoption and tight supply, while others warn the move could fade and describe a possible squeeze as speculation.

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 assistant and related hardware and commerce integrations are fueling enthusiasm about consumer adoption and future monetization, with traders also pointing to analyst upgrades and the stocks breakout run. Skeptics argue the rally is overextended and that Muses usefulness, adoption, and ability to offset heavy AI spending remain unproven.

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

Expectations that Metas Muse and other agentic AI workloads will increase demand for CPUs are driving Intels rally alongside the broader semiconductor trade. Traders are broadly bullish, though some caution that the move is stretched and debate whether it is supported by the AI demand story or speculation about an unannounced partnership or customer deal.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

A steep selloff despite strong recent results has traders focused on executive share sales and concerns about possible dilution, with some also pointing to CLARITY Act-related pressure on fintech stocks. Bears see continued selling and weak performance versus peers as worrying, while bulls argue the sales were planned and the companys fundamentals remain strong.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is drawing attention as traders react to Bitcoins pullback below $84,000 and weakness in crypto-linked stocks, with some also pointing to higher Treasury yields as pressure on the sector. The discussion is split between bearish concerns about COIN lagging Bitcoin and dip-buying or short-squeeze optimism.

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

Goldman Sachs return to a Buy rating has drawn attention, with its view that easing Amtagvi launch and manufacturing hurdles could improve margins reinforcing optimism about Iovances commercial progress. Traders are also watching for an updated revenue outlook and NSCLC data, while some question Goldmans sharp reversal from its previously bearish stance.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energys weaker-than-expected quarterly results and elevated costs tied to its Fit Energy work have fueled a selloff and renewed concerns about losses, dilution and execution. Bulls point to a signed capacity reservation for a planned Texas data-center project and broader pipeline and manufacturing expansion, while skeptics question whether those opportunities will convert into profitable contracts.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as Treasury yields surge to multi-decade highs amid sticky inflation concerns, hawkish Fed signals, and worries about oil prices and government debt. Traders are divided between expecting further losses as rates rise and buying the selloff in anticipation of a reversal, while many note that equities have remained resilient despite the bond rout.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is drawing attention after BNP Paribas upgraded the stock, citing its AI-cloud growth and pricing power as demand for GPU capacity remains strong. Bulls welcome the call and recent price increases, while skeptics argue the valuation and heavy funding needs leave the rally vulnerable, with short sellers adding to the debate.

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Knife River Corporation Announces Timing of Second Quarter 2026 Results Conference Call

Knife River Corporation (NYSE: KNF), an aggregates-based, vertically integrated construction materials and contracting services company, will host its second quarter 2026 earnings conference call at 11 a.m. EDT on Tuesday, Aug. 4, 2026. Financial results for the quarter will be released that...

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Knife River Corp. mines aggregates and markets crushed stone, sand, gravel, and related construction materials. It operates through the following segments: Pacific, Northwest, Mountain, Central, and Energy Services. Its products include ready-mix concrete, asphalt, and other value-added products. The company was founded in 1917 and is headquartered in Bismarck, ND.

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