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W.F Holding Ltd. engages in the manufacture of fiberglass reinforced plastic and FRP products. It sells a range of FRP products, including filament wound and molded tanks, thermoplastic tanks, lining products, ducting and fitting products, air pollution control equipment, and custom-made products. The firm also offer delivery, installation and repair, maintenance services, and on-site consultation services. The company was founded on March 7, 2023 and is headquartered in Shah Alam, Malaysia.

WF Holding Ltd.

WF Holding Limited Ordinary Shares

A sharp, highly volatile speculative rally in WFF, marked by repeated trading halts, is driving attention, with traders debating whether momentum and short covering can continue or whether the move is a pump-and-dump. Skeptics point to the lack of a clear catalyst and potential dilution, while bulls are focused on the momentum.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras is under pressure amid concerns about its reliance on OpenAI: traders cite reports that an OpenAI ultrafast model tier uses Nvidia GPUs and headlines that OpenAI revenue was below prior expectations. An approaching share unlock adds supply concerns, while bulls point to Sam Altmans reaffirmation of a close partnership and are buying the dip.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs slide below $8 is drawing attention amid criticism of Trumps Russian diesel deal and his handling of the Ukraine war and energy prices. The discussion is overwhelmingly bearish and politically charged, though a few traders describe the decline as a buying opportunity.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas and Palantir launched Regna AI, a venture focused on mission-specific sovereign AI for defense and other customers. Bulls view the partnership as a step toward an AI-enabled defense platform, while skeptics question its near-term financial impact and point to dilution and continued share-price weakness.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POETs business update on optical-engine production, customer qualification progress, manufacturing yields and planned capacity expansion is driving discussion. Bulls view the update as evidence of commercial progress, while skeptics say it lacked named customers and firm revenue milestones and worry that timelines are slipping.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SOUNs prolonged selloff to fresh 52-week lows has put dilution concernsparticularly the share issuance tied to the LivePerson acquisitionalongside cash burn, profitability and management communication under scrutiny. Traders are looking to the upcoming earnings report for evidence that the acquisition can support growth and improve margins; bullish calls to buy the dip and expectations of a short squeeze contrast with bearish doubts about execution and continued share pressure.

eBay, Inc. is a commerce company, whose platforms include an online marketplace and its localized counterparts, including off-platform businesses in Japan, as well as eBay’s suite of mobile apps. It offers a platform for various product categories, including parts and accessories, collectibles, fashion, electronics, and home & garden. eBay generates revenue mainly through fees from sales, payment processing, and advertising. The company was founded by Pierre Morad Omidyar in September 1995 and is headquartered in San Jose, CA.

EBay Inc.

eBay Inc

Morgan Stanleys top-pick call is drawing attention amid eBays strong share move, with the bullish view tied to live commerce and a more cautious outlook citing investment costs and competition. Traders are also revisiting GameStops stake and possible deal, but takeover speculation remains unconfirmed.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visas push to fresh highs and breakout momentum is driving attention, with traders highlighting bullish call activity and an analyst upgrade. Some see room for the trend to continue, while others warn the stock may be overbought and due for a pullback.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is drawing attention amid a sharp, volatile pullback, with traders debating whether ongoing or potential share issuance and insider selling are weighing on the stock. Bulls point to AI data-center demand for optical transceivers and the planned 800G/1.6T capacity ramp, while bears question dilution and the companys ability to execute.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

CEO Michael Hurlstons comments that Lumentums AI optical components are booked through early 2029 have fueled attention, as traders weigh strong data-center demand against capacity constraints that may limit near-term growth. The sharp pullback after record highs is widely discussed as profit-taking and an optics-sector decline, while bulls say the longer-term AI demand story remains intact and skeptics question the valuation.

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LVMH, Kering Downgraded By Berenberg As 'Luxury Super Cycle Is Over' — Retail Traders Have Mixed Feelings

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Demand for luxury will grow at only 2%-3% annually in the medium term, below the historical norm of 6%, the investment research firm believes.


JPM’s Matejka: Stay bullish on domestic over exporter stocks abroad

Investing.com -- JPMorgan’s top strategist Mislav Matejka continues to advocate for a bullish stance on domestic-focused stocks over exporters in international markets, citing their relative insulation from tariff volatility and currency swings.

BofA expects this stock to be the "fastest-growing" name in ailing luxury sector

Investing.com - Luxury sector earnings are anticipated to have slowed in the second quarter of the 2025 calendar year, according to analysts at BofA, in the latest sign of tepid demand for high-end goods during a time of heightened geopolitical and trade tensions.

Breaking down Goldman’s monthly update to its ’European Conviction List’

Investing.com -- Goldman Sachs updated its European Conviction List on Tuesday, adding  ING Groep  (AS:INGA), LVMH (EPA:LVMH), and Atlas Copco (ST:ATCOa), while removing  BNP Paribas  (EPA:BNPP), Rio Tinto (NYSE:RIO), and Volvo (ST:VOLVb),  Flughafen  (VIE:VIEV) Zurich (SIX:FHZN), and Fresenius Medical Care (NYSE:FMS).

China’s tariffs on French cognac reportedly depend on EV deal

Investing.com -- French cognac producers have reached a provisional agreement on minimum import prices for the Chinese market, but China will only finalize the deal if progress is made in a dispute over European Union tariffs on Chinese electric vehicles, according a Reuters report on Friday.

LVMH stock target slashed at Morgan Stanley ’as operating deleverage bites’

Investing.com -- Morgan Stanley has cut its price target on LVMH (EPA:LVMH) shares from €560 to €510, pointing to sharper-than-expected earnings pressure stemming from operating deleverage and adverse foreign exchange (FX) movements.

European luxury momentum remains weak: RBC

Investing.com -- European luxury stocks continue to struggle as earnings momentum remains largely negative, weighed down by foreign exchange effects and softening demand signals.

Dior naming Anderson as sole creative director seen as a positive for LVMH

Barclays downgrades LVMH on weaker U.S. outlook and delayed sector recovery

TD Cowen lowers LVMH rating to Hold as macro weighs on sales, margin outlook

Investing.com -- TD Cowen lowered its rating on LVMH shares to Hold from Buy amid global macroeconomic pressures, especially in China and the United States, which together account for approximately half of the company's sales.

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