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PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending as discussions intensify around potential buyout offers, with community members debating whether the reported acquisition proposals adequately value the company's turnaround and cash flow.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell shares dropped after hours following a narrow quarterly beat and lower margin guidance, despite the company raising its multi-year sales outlook.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trading lower following a larger-than-expected net loss driven by write-downs from decommissioning old bitcoin mining equipment, while investors actively debate the company's rapid transition into AI infrastructure and surging annual recurring revenue.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is rallying as Bitcoin breaks back above key psychological thresholds and investors look toward upcoming macroeconomic catalysts for direction.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

BitMine Immersion Technologies is rallying alongside a broader cryptocurrency market recovery, with retail investors tracking its massive Ethereum treasury and staking yields.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

Affirm shares are rallying toward two-month highs following a strong fiscal fourth-quarter earnings beat, with the CEO highlighting significant merchant growth potential while the community expresses extreme bullishness.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is rallying and holding above key support levels, driving heavy short-squeeze speculation and strong community momentum as traders eye higher targets.

Gap, Inc. operates as a global apparel retail company, which offers clothing, apparel, accessories, and personal care products for men, women, and children. The firm operates through the following segments: Gap Global, Old Navy Global, Banana Republic Global, Athleta, and Other. The Gap Global segment includes apparel and accessories for men and women under the Gap brand, along with the GapKids, BabyGap, GapMaternity, GapBody, and GapFit collections. The Old Navy Global segment offers clothing and accessories for adults and children. The Banana Republic Global segment provides clothing, eyewear, jewelry, shoes, handbags, and fragrances. The Athleta segment offers fitness apparel for women. The company founded by Donald G. Fisher and Doris F. Fisher in July 1969 and is headquartered in San Francisco, CA.

Gap, Inc.

Gap shares rallied in after-hours trading as investors responded to strong comparable sales for the namesake brand and an increased full-year profit forecast, helping offset weaker trends at Athleta.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubrik is trending as investors digest its strong fiscal Q2 results and raised guidance, while the community discusses ongoing profit-taking following a recent rally and the company's long-term positioning in cybersecurity.

Revolution Medicines, Inc. is a clinical-stage precision oncology company, which engages in developing novel targeted therapies. It engages in the discovery and development of cancer treatment by pioneering novel combination and monotherapy treatment regimens to maximize the depth and durability of clinical benefit and circumvent adaptive resistance mechanisms for patients which are dependent on the RAS and mTOR pathway. The company was founded by Mark A. Goldsmith, Kevan Shokat, Martin D. Burke, David L. Pompliano and Michael Fischbach in October 2014 and is headquartered in Redwood City, CA.

Revolution Medicines Inc

Revolution Medicines is drawing massive retail and institutional attention following groundbreaking Phase 3 trial results for its pancreatic cancer drug, driving a surge in message volume and discussions around potential coverage and upcoming catalysts.

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ITC Ltd.

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NVIDIA Raises the Bar on AI Growth: AI ETFs to Win

NVIDIA's 70% growth outlook reinforces the AI boom, benefiting ETFs targeting generative AI, quantum computing, robotics and next-gen software.

BABA Stock Falls Despite Wan3.0 Launch: BofA Says $10.2B Raise May ‘Weigh On Sentiment’

Equity

Alibaba raised $10.2 billion through a discounted Hong Kong share placement to fund its AI expansion.


Michael Burry Stays Skeptical Of Alibaba After $10.2B AI Share Sale: ‘Issuing Shares Is Now Its New Paradigm’

Burry’s comments come after Alibaba announced its June-quarter profit plunged 76% and capital expenditure jumped 75% on AI infrastructure.

Alibaba CEO Eddie Wu Says Company Is In A ‘Superior Position’ For AI Boom As Q1 Cloud Revenue Surges 45%

Q1 revenue grew 9% to $39.64 billion, but was below Wall Street’s estimate of $39.89 billion, according to Koyfin data.


NBIS Stock Falls After Announcing Its Third Multi-Billion Dollar Convertible Notes Sale in Under a Year

The company plans to use the proceeds to build and expand data centers, invest in its AI cloud platform, and purchase GPUs and other infrastructure.


2 Quantum Stocks With 75%+ Upside in August After Q2 Earnings 

QCi and Quantinuum offer 75%+ upside as commercial adoption, revenue growth and new partnerships shape quantum stocks in August.

The Zacks Analyst Blog Highlights Quantinuum, IonQ, NVIDIA, IBM, QTUM, ARQQ, WQTM and CHPX

Quantum ETFs are gaining momentum as AI strains classical computing, with federal funding and breakthroughs fueling the sector's growth.

Oracle And Quantinuum Join Forces To Bring Quantum Computing To Oracle Cloud — ORCL, QNT Stocks End Lower 

Oracle and Quantinuum have partnered to deploy the Helios trapped-ion quantum computer directly inside an Oracle Cloud (OCI) data center, offering enterprise clients seamless hybrid quantum-AI cloud computing. 

The Next AI Surge: Top Quantum ETFs to Buy Amid Washington's Funding Push

Quantum ETFs are gaining momentum as U.S. funding and breakthroughs accelerate the sector, offering investors diversified exposure to its growth.

D-Wave CEO Says QBTS Ready To 'Lead’ The Quantum Market After 1,100% Surge In First-Half Bookings

The quantum computing company reported second-quarter revenue of $3.1 million, below Wall Street expectations, while losses were slightly wider than analysts estimated.

ETF Series Solutions - Defiance Quantum ETF

Neutral Sentiment

Yes, still bullish

No, losing confidence

Waiting to see earnings first

Never was bullish

Quantum computing stocks - like $IONQ, $RGTI, and $QBTS - were very popular in 2025, but the sector remains pre-profit and highly speculative. Are you still bullish on quantum?

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IonQ Inc

Rigetti Computing Inc

D-Wave Quantum Inc

 - were very popular in 2025, but the sector remains pre-profit and highly speculative. Are you still bullish on quantum?

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