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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

IBRXs high-volume rally is being linked by traders to founder Patrick Soon-Shiongs scheduled oncology fireside chat, where he is expected to discuss trial progress, as well as anticipation around bladder-cancer regulatory milestones. Speculation about a partnership, a connection to the NIH cancer-vaccine initiative, and a possible short squeeze is circulating, but those claims are unconfirmed.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflakes Agentic Marketplace Discovery launch and a bullish analyst price-target update are driving attention, alongside a broader rotation into AI-related software. Traders are highlighting the rally and potential breakout, while skeptics question the stocks valuation and profitability.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Goldman Sachs upgrade to Buy, citing Palantirs sovereign-AI and customized-software opportunities, coincided with a breakout to fresh highs. Bulls celebrate the momentum and speculate about a short squeeze, while skeptics warn that the valuation is stretched and the rally could reverse.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadog is drawing attention after a sharp rally and breakout to fresh highs alongside strength in software stocks, with traders pointing to momentum and continued interest in cloud and AI-related software. Bulls see room for the move to continue, while bears cite the stocks rich valuation and warn of a pullback.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys partnership with Metas Muse to enable AI-agent purchases through Shop Pay is fueling interest, with bulls seeing a new commerce channel and skeptics questioning how quickly it can be monetized. Traders are also debating whether the sharp rally can continue amid volatility and resistance near recent highs.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Repeated analyst price-target cuts and valuation concerns are dominating discussion around APPs sharp pullback ahead of its upcoming earnings report. Long-term bulls point to the companys ad growth, cash flow and e-commerce opportunity, while many holders are frustrated by the volatile price action and debate whether the selloff reflects deteriorating prospects or an opportunity.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorillas proposed non-binding deal for its first U.S. data center and broader AI-infrastructure expansion plan are driving discussion. Some traders welcome the U.S. growth opportunity, while many question how the capital-intensive plans will be financed and want proof of execution, raising concerns about dilution and whether the deal will close.

T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

SpaceXs spectrum acquisition and Starlink Mobile ambitions have triggered a sharp selloff in T-Mobile shares as traders weigh the prospect of a new wireless competitor. The community is split between viewing the threat as a long-term risk to carriers and calling the reaction an overreaction given SpaceXs need to build out its network.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

A reported NIH-backed push to accelerate personalized cancer vaccines is drawing attention to Mercks role in the field, including its V940 partnership with Moderna and promising melanoma-trial results. Traders see the initiative as supportive of Mercks oncology prospects, though some caution that a research push does not guarantee near-term revenue.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

Michael Burrys disclosed QXO stake has sparked renewed attention after a prolonged share-price decline, with traders debating whether the prominent investors position could prompt short covering. Some see it as a vote of confidence in QXOs building-products roll-up, while others question whether the attention changes the companys underlying outlook.

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WFH push as house help leaves for poll duty

New Delhi: There's a sudden spike in work-from-home across Indian cities, with many employees forced to juggle office work with household duties as domestic help and support staff travel to their hometowns to vote in the ongoing state elections.Staffing firms reported labour shortages across sectors such as manufacturing, logistics, hospitality and facility management, while consumers in big cities complain of frequent no-shows on home services platforms such as Urban Company and Snabbit.Also Read: Blue-collar salaries rising faster than entry-level white-collar jobs"The facility management business is impacted," said Lohit Bhatia, chief executive at staffing and recruitment services firm Quess Corp. "Help crisis has also exploded in large condos and large societies in Delhi-NCR, Karnataka and Chennai, with many leaving for hometowns for voting."Staffing company CIEL HR Services said a significant number of workers are on extended breaks to travel to their hometowns for polls, causing a noticeable shortage in delivery executives, pickers, packers, housekeeping staff and security staff.

Cybersecurity talent squeeze paints a big target on India Inc

According to staffing firm Quess Corp, India has about 380,000 cybersecurity professionals against the enterprise demand of more than 1.2 million. The shortage is particularly severe in areas such as identity and access architecture, threat intelligence and platform security, the experts said.

IT sector jobs: India sees 16 per cent growth in 2025, says report

India’s IT hiring environment showed improvement with total IT job demand reaching 1.8 million roles in 2025, a 16 per cent rise over the previous year, according to the IT Workforce Trends in India 2025 report by workforce and talent solutions provider Quess Corp.

India’s IT job demand grows 16% in 2025: Quess Corp

India's IT job market is booming, with demand reaching 1.8 million roles in 2025, a 16% surge. Global capability centres are a major driver, alongside a strong preference for emerging tech talent like AI and cloud. Mid-career professionals dominate hiring, with specialized digital roles commanding significant salary premiums.

India’s hiring outlook for 2026 looks resilient, led by tech, BFSI and AI roles: Quess Corp CEO

… outlook for 2026, identifying technology , financial services and AI- … quot; Bhatia said. On technology , he said that while traditional … Capability Centres (GCCs) and tech talent remains strong, supported by … the GCC and the technology space is concerned," …

Quess Corp elevates Lohit Bhatia as CEO from January 2026

The long-time executive succeeds Guruprasad Srinivasan as India’s largest staffing firm reshapes its top leadership.

Chip talent crunch looms: Indias semicon workforce may fall short despite rapid growth

According to Quess Corp, India has one of the largest semiconductor talent pools globally, with over 250,000 professionals across design, verification, embedded systems, EDA tools and ATMP

Quess Corp: Tier-2 Cities Are the Future of India’s Semiconductor Industry

… contribute significantly to India’s semiconductor growth narrative because to … s focused strategy to decentralize semiconductor capabilities is opening up … enabling long-term scalability. India Semiconductor Mission Accelerates Expansion An important …

Indias semiconductor market projected to hit $103.5 billion mark by 2030

New Delhi, Sep 11 : Indias semiconductor market, at $54.3 billion in 2025, is expected to touch $103.5 billion by 2030 growing at a 13.8 per cent compound annual growth rate (CAGR) -- outpacing global benchmarks, a report said on Thursday. "The nation's semiconductor story is still anchored in the devices we use every day, smartphones, laptops, and industrial systems, which together make up about 70 per cent of the market," Quess Corp, a workforce solutions provider, said in its report. With the rise in demand for electric vehicles, 5G rollouts, and the rapid buildout of data centres, the market for advanced chips is set for an unprecedented expansion, with the hyperscale capacity expected to grow by more than 75 per cent by 2030 and EVs targeted to make up nearly a third of all new vehicles. The India Semiconductor Mission (ISM) is laying the foundation for domestic capability, backed by Rs 1.6 lakh crore worth of projects and close to 29,000 new jobs. Alongside this, investments such as Microns ATMP plant in Gujarat are strengthening packaging and testing depth, while state initiatives in regions like Tamil Nadu, Kerala, and Gujarat are helping Tier-2 clusters emerge as serious semiconductor destinations.

India’s Tier-2 Cities Emerge as Next Semiconductor Hotspots, Says Quess Corp Report

… approved four more semiconductor projects under the India Semiconductor Mission (ISM), … four approved proposals will establish semiconductor manufacturing facilities with a … ; added that as global semiconductor supply chains face geopolitical stress …

Quess Corp. Ltd. is a holding company, which engages in the provision of Workforce Management, Operating Asset Management, and Global Technology Solutions. It operates through the following segments: Workforce Management, Operating Asset Management, Global Technology Solutions, and Product Led Business. The Workforce Management segment includes staffing services and solutions including general staffing, IT staffing, recruitment and executive search, recruitment process outsourcing as well as payroll, compliance and background verification services, training and skill development, logistic services. The Operating Asset Management segment refers to the services including janitorial services, security services, electro-mechanical services, pest control, food and hospitality services, industrial operations and maintenance services and related asset record maintenance services. The Global Technology Solutions segment focuses on the BPO services, break fix services and technology solutions and products. The Product Led Business segment provides digital platforms for workforce hiring, management, engagement, and non-compensation benefits. The company was founded on September 19, 2007 and is headquartered in Bengaluru, India.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	4.13	--	--	N/A
Q1 '26	4.44	--	--	N/A
Q4 '25	3.72	--	--	N/A
Q3 '25	3.55	--	--	N/A
Q2 '25	3.62	3.50	-3.45%	MISSED

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