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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

Optimism that Metas Muse AI agent could increase demand for server CPUs is adding to the AI-driven rally in AMD and other chip stocks. Traders are celebrating the momentum and short squeeze, while skeptics argue the sharp run-up has left AMDs valuation stretched and vulnerable to 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

QNTs sharp rally is being attributed to reported banking and payments developments, including Quants role in a tokenized-deposit initiative and interoperability with traditional payment systems; traders also cite the Robinhood listing as a source of added attention. The community is largely bullish on institutional adoption and QNTs limited supply, while some caution that the move may be hype-driven and question whether adoption will translate into token demand.

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.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys quarterly results exceeded expectations and the company raised its outlook, with QNX momentum and automotive software winsincluding Ubers selection and the Alloy Kore design windriving discussion. Many traders are bullish on the growth opportunity, while skeptics question how quickly these wins will translate into revenue and remain wary of the volatile share-price reaction.

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. 

BNP Paribas upgrade of Nebius to Outperform, citing its AI-cloud growth and GPU pricing power, is the main catalyst behind the stocks move. Bulls view rising compute demand and higher prices as evidence of strong momentum, while skeptics point to valuation, funding needs and Michael Burrys short position as risks.

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

Webull shares steep selloff and continued underperformance despite recent strong earnings are dominating discussion. Traders debate whether insider sales, dilution concerns and crypto-sector pressures are weighing on the stock; bulls call the decline disconnected from improving fundamentals, while bears expect further weakness.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Stifels upgrade to Buy, citing Azure and Copilot growth and cost discipline, is supporting bullish interest in Microsoft. Traders remain frustrated by repeated failures around the $500 level and rangebound trading, while some question whether heavy AI spending will generate adequate returns.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigettis finalized U.S. Commerce Department agreement to fund superconducting quantum-computing R&D is a key topic, with traders viewing the government backing as validation while others focus on the associated equity stake and dilution. The stock is also discussed as part of a volatile quantum-computing sector trade, with bullish momentum claims countered by skepticism about valuation and commercialization.

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.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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Elon Musk Ally Jason Calacanis Bets These 4 Autonomy Stocks Will Be Bought Within 2 Years — And Double His Money 

Equity

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Early Uber Investor Sees ‘All Car Companies’ Joining Robotaxi Gold Rush — Lucid And Baidu Take It Global 

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Pony.ai Unveils New Gen-4 Robotruck in Collaboration with GAC Commercial Vehicle

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All You Need to Know About Pony AI Inc. - Sponsored ADR (PONY) Rating Upgrade to Buy

Pony AI Inc. - Sponsored ADR (PONY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Tesla Could Make Robotaxis 60x Bigger, Cathie Wood’s ARK Says — But Gary Black Thinks Uber Will Win The Race 

Gary Black said Uber “should win easily” by offering autonomous vehicles from multiple operators on its platform.

Pony AI (PONY) Q2 2026 Earnings Call Transcript

Pony AI (PONY) Q2 2026 Earnings Call Transcript...

Can Pony AI Inc. - Sponsored ADR (PONY) Climb 184.16% to Reach the Level Wall Street Analysts Expect?

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Uber Launches Autonomous Rides in Europe

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Full Transcript: Pony AI Q2 2026 Earnings Call

On Tuesday, Pony AI (NASDAQ:PONY) discussed second-quarter financial results during its earnings call. The full transcript is provided below.
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Pony.ai, Inc. develops artificial intelligence-based robot designed for autonomous driving. The firm's software algorithms and infrastructure enables a vehicle to perceive its surroundings, predict what others will do, and maneuver itself accordingly. The company was founded by Jun Peng and Tian Cheng Lou in November 4, 2016 and is headquartered in Guangzhou, China.

PONY Pony AI Inc