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Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Oppenheimers upgrade to Outperform, citing rising contract values and early monetization of agentic-AI traffic, is driving attention to Fastly. Traders are cheering the rally and AI-growth thesis, while some dismiss the upgrade as hype and point to the stocks sharp swings.

AeroVironment, Inc. is a defense technology company delivering integrated capabilities across air, land, sea, space, and cyber. The company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities-built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. At the core of these technologies lies AV_Halo, a modular, mission-ready suite of AI-powered software tools that empowers warfighters and enables full-battlefield dominance: detect, decide, deliver. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities at speed, scale, and operational relevance. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironments fiscal Q1 results beat expectations and showed a record funded backlog, reinforcing bullish interest in its drone and counter-drone businesses. The debate is whether those orders will translate into stronger growth and profitability: management maintained its full-year outlook, and some traders remain concerned about execution and the stocks muted, volatile reaction.

Johnson & Johnson is a holding company, which engages in the research, development, manufacture, and sale of products in the healthcare field. It operates through the Innovative Medicine and MedTech segments. The Innovative Medicine segment focuses on immunology, infectious diseases, neuroscience, oncology, cardiovascular and metabolism, and pulmonary hypertension. The MedTech segment includes a portfolio of products used in interventional solutions, orthopaedics, surgery, and vision categories. The company was founded by Robert Wood Johnson I, James Wood Johnson, and Edward Mead Johnson Sr. in 1887 and is headquartered in New Brunswick, NJ.

Johnson & Johnson

Johnson & Johnson is drawing attention ahead of its third-quarter earnings report, with traders weighing its higher annual outlook, analyst estimate changes and growth prospects against recent share-price weakness. Views are mixed: some expect the rally to continue, while others point to a pullback and question the stocks performance.

Amplify Commodity Trust - Breakwave Tanker Shipping ETF

Breakwave Tanker Shipping ETF

Disruption and security risks around the Strait of Hormuz are the dominant focus, with traders linking constrained tanker traffic and elevated freight rates to BWETs exposure to tanker-freight futures. Bulls see the shipping squeeze as supportive, while bears warn that de-escalation could unwind rates quickly and point to the funds sharp, volatile run.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscalers Investor Day is driving attention, with management reaffirming its fiscal-year outlook and highlighting an ambitious long-term ARR goal and an AI-security collaboration with IBM and Red Hat; analysts responded with multiple price-target increases. Bulls are encouraged by the strategy and momentum, while skeptics question whether the long-term growth ambitions justify the valuation.

ProShares Trust - ProShares UltraPro Short QQQ -3x Shares

ProShares UltraPro Short QQQ

Traders are discussing SQQQ as a hedge or bearish bet on a potential Nasdaq pullback, citing concerns about stretched tech and AI valuations, market highs, and macro risks. Others argue that Nasdaq strength and the ETFs daily leverage and decay make holding it risky, so the conversation is divided between anticipating a correction and warning against persistent losses.

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

A Goldman Sachs upgrade to Buy, citing Palantirs sovereign-AI and customized-software opportunities, has accompanied a push to fresh highs. Bulls are celebrating the breakout and discussing further momentum, while skeptics argue the valuation is stretched and warn of a pullback.

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

Affirms strong quarterly results and upbeat outlook, followed by a wave of analyst upgrades, are driving bullish interest. Traders are also debating the sharp post-earnings pullback, with profit-taking and concerns about higher rates, consumer credit, and valuation tempering optimism.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB is rebounding after a sharp selloff triggered by CEO CJ Desais abrupt departure for Meta; traders calling the drop an overreaction point to former CEO Dev Ittycherias return as interim chief and positive Investor Day commentary, including raised guidance and a larger buyback authorization. Others remain cautious about leadership succession and valuation.

Chainlink is the industry-standard decentralized oracle network that solves the "oracle problem" by connecting smart contracts with real-world data. Blockchains cannot access external information on their own, so Chainlink acts as a secure bridge, enabling smart contracts to react to real-world events using verified, tamper-proof data. It is widely considered one of the first decentralized oracle networks and is the market leader in bringing off-chain data on-chain.  The platform operates through a decentralized network of nodes that fetch, validate, and deliver data to smart contracts. When a contract requests information like a stock price, a committee of independent nodes retrieves and aggregates the data to reach consensus, then delivers a single trustworthy answer. Chainlink offers a suite of services including Data Feeds for asset prices, CCIP for cross-chain token transfers and messaging, Automation for triggering smart contract functions, and Proof of Reserve for verifying asset collateralization.  Chainlink has established itself as critical infrastructure for both DeFi and institutional adoption, with partnerships including Swift, Euroclear, Mastercard, UBS, ANZ, Fidelity International, and J.P. Morgan. Its institutional products include the Chainlink Runtime Environment for tokenized asset workflows, Confidential Compute for privacy-preserving computation, and the Automated Compliance Engine for embedding regulatory rules into smart contracts.  The LINK token is the native asset used to pay node operators for services, fund subscription accounts, and incentivize network security through staking. Node operators stake LINK as collateral, which can be slashed if they provide inaccurate data. Chainlink was co-founded in 2017 by Sergey Nazarov and Steve Ellis, who co-authored the white paper with Ari Juels, and raised $32 million in its September 2017 ICO.

ChainLink

LINK is drawing attention amid a volatile rebound and renewed breakout attempts, with bullish traders citing Chainlinks institutional tokenization and interoperability use cases, including a reported Coinbase/Base integration. Skeptics see the moves as short-lived and question whether network adoption translates into value for the token, while others point to Bitcoins influence on LINKs price action.

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United Spirits, other liquor stocks jump up to 7% after Karnataka CM announces tax revamp in Budget

Shares of liquor makers like United Spirits, United Breweries, and Tilaknagar Industries rose sharply after Karnataka Budget 2026 proposed a major overhaul of the state's excise system, including tax rates based on actual alcohol content and deregulation of pricing. CM Siddaramaiah, presenting the state Budget, also announced that the government will no longer fix liquor prices.

Ather Energy sees 50% rise in Q3 revenue; A brandy giant betting on luxury whisky

Ather Energy is bracing for headwinds from volatile commodity prices in the coming months. Tilaknagar Industries is crafting a new identity with luxury whisky. Bharat Intelligence uses AI to solve the farm labour crisis in Maharashtra’s villages.

Imperial Blue whisky sales get a strong start under Tilaknagar banner

Tilaknagar Industries achieved significant sales of Imperial Blue whisky in its first month under new ownership. The company sold 1.79 million cases of the brand. This acquisition solidifies Tilaknagar's position as a national player in the Indian Made Foreign Liquor market. The company also reported strong performance in southern states, enhancing its market share.

Belgian Waffle Co: What's fueling India Inc's hunger pangs?

India’s food and beverages sector is seeing a surge in dealmaking as domestic and global investors chase fast-growing, brand-led businesses. Recent transactions include Vixar’s ₹770 crore investment for a 45% stake in The Belgian Waffle Co., Reliance Consumer Products’ majority buy in Udhaiyams Agro Foods, and acquisition plans by Orkla India. Large deals by Tilaknagar Industries and Wilmar International further highlight the momentum.

MTR-owner Orkla India eyes new growth plan

Orkla India, the owner of the MTR and Eastern spice brands, is eyeing acquisitions to expand its portfolio, and banking on quick-delivery platforms and demand for ready-to-eat meals to drive double-digit revenue growth, its CEO said.Dealmaking in the consumer goods and retail sector has picked up as large groups chase growth, reaching a four-year high for January-September led by the food and beverages category, according to investment bank Equirus Capital.Top transactions include Tilaknagar Industries' $486 million purchase of the Imperial Blue whisky brand from France's Pernod Ricard and Singapore-based Wilmar International's $832 million stake deal in AWL Agri Business."We are on the lookout for more M&A targets (that strongly reflect the local culture and food)... Anything that starts at Rs 1 crore - 2 crore(about $11 million-$22 million), going up to any size," Sanjay Sharma, CEO and managing director at Orkla India, told Reuters on Thursday.The company has enough cash and can raise more money to finance deals, Sharma added.The Indian arm of Norwegian consumer goods group Orkla, which merged MTR and Eastern in 2023, expects to return to its historical double-digit revenue growth in fiscal 2026 and beyond.

Tilaknagar Industries Charts Signal Strength; SEBI Analyst Sees 10% Upside Potential In The Short Term

Equity

The stock has gained 25% in the last month and the analyst sees long-term potential above ₹600.


Tilaknagar Industries Q1 Earnings Shine, But SEBI Analyst Warns Of Short-Term Pullback

The stock has run up 47% in the last month. Analyst cautions that recent gains may trigger a short-lived retracement phase.


Indian Markets Trade Rangebound Ahead of Crucial CPI Data; Broader Markets Lag

Key inflation data and earnings from major companies such as HAL, ONGC, and Suzlon are expected to set the near-term tone.


Trading Radar For July 30: L&T, Tata Steel, Asian Paints, Zydus, GAIL, Bank Of India, And IRCTC Are On Stock Watchlist

Tata Steel, Power Grid Corp. of India, Punjab National Bank, Hyundai Motor India, and IndiGo, among other companies, are scheduled to report their quarterly earnings later in the day

Tilaknagar Industries: Imperial Blue Buyout Triggers Bullish Calls, SEBI RAs See 40% Potential Upside Ahead 

Technical indicators suggest continued upside, with price targets up to ₹675.


Tilaknagar Industries Ltd. engages in manufacture and sale of Indian made foreign liquor. Its products include whisky, brandy, rum, gin, and vodka. It also offers brands such as Mansion House, Courrier Napoleon, Madiraa, White House, Savoy Club, Castle Club, MH VSOP, Mansion House French, Master's Doctor, Madiraa Premium Dark XXX, and Bonking Matured. The company was founded by Mahadev L. Dahanukar on July 29, 1933 and is headquartered in Mumbai, India.

Current Price	541.05
Prev Close	549.90
Open	543.70
Dividend Yield	0.24%
50-Day Moving Average	546.81
Beta	0.21
Avg. Volume	789,698.19
PE Ratio	-420.52

52-Week High	607.80
52-Week Low	381.55
Market Capitalization	135.6B
EPS (Annual)	0.9702
Price to Book	4.48
Revenue Per Employee	24.67M

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