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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 higher as strong quarterly results and surging AI infrastructure demand drive community optimism for upcoming earnings and guidance.

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 Technology is drawing heavy attention as investors anticipate its earnings report following strong results across the artificial intelligence and semiconductor sector.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

Investors are closely watching SentinelOne as strong cybersecurity tailwinds, attractive valuation relative to peers like CrowdStrike, and potential acquisition interest spark bullish community sentiment.

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 Holdings is capturing investor attention as the community debates its latest earnings performance, credit delinquency metrics, and forward guidance.

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

BlackBerry is trending as the community discusses its strategic expansion into robotics and physical AI, alongside ongoing anticipation for upcoming earnings and software catalysts.

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 trading sharply higher as investors weigh exceptional quarterly earnings and raised guidance against a broader cybersecurity sector rally driven by rising enterprise demand for AI-era data resilience.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Investors are closely watching Take-Two as the highly anticipated Grand Theft Auto VI approaches its November release, driven by excitement over upcoming trailer reveals and massive pre-order projections.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is trading near its 52-week lows amid a broader consumer sector pullback, with traders intensely debating whether valuation represents a solid defensive buying opportunity or a structural decline driven by weak traffic and changing consumer habits.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is rallying past resistance amid surging institutional inflows into crypto ETFs, expanded portfolio access, and community optimism around network upgrades and growing network activity.

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.

Community discussions are heavily polarized around political debates, recent government tariff policies, and broader economic concerns.

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West Asia war effect: Propane gas crisis pushes JSR industrial units to opt for PNG

In light of the propane supply challenges due to conflicts in West Asia, industries in Jamshedpur are making a rapid transition to Piped Natural Gas (PNG). GAIL is leading the charge by establishing a PNG facility at Tata Motors, while also securing partnerships with Tata Steel and Timken India.

India To Develop High-Grade Auto Steel To Reduce Import Dependence: Minister Kumaraswamy

Equity

The steel industry faces pressure from cheap Chinese imports flooding the market

Timken, Poonawala Fincorp, Central Bank: SEBI RAs Flag Breakout Setups

Analysts have highlighted bullish setups in Timken, Poonawala Fincorp, and Central Bank of India, citing strong technical patterns and improving volumes.


Indian Markets Cool After A Four-Day Rally, Nifty Ends Above 25,500; Midcaps Shine

Broader markets outperformed, led by gains in PSU banks and midcaps, reflecting investor rotation. 


Timken India, Indo Amines Rally 20% In A Month: SEBI RA Gunjan Kumar Sees More Upside Ahead

With rising institutional interest and bullish chart patterns, an analyst is bullish on these two counters and sees further upside. 


Top Small Cap Funds to Watch In 2025

Top Small Cap Funds to Watch In 2025 As the name suggests small-cap funds invest in small-cap companies with market capitalisation of less than Rs.5000 crores. These lie beyond the top 250 companies and are not very well known in the market. A few of the small-cap companies include Multi Commodity Exchange of India, Timken India, Crompton Greaves Consumer Electricals, Brigade Enterprise etc. Some of these funds, like Bandhan small-cap funds, have even generated alpha returns surpassing the benchmark return over the past three years. Although they do carry higher risk, their consistent track records and market support can become irrefutable options for those seeking higher returns in a shorter time. Why Should You Consider Small Cap Funds? In spite of their high-risk nature, investing in small caps can benefit you in several ways : 1. Strong Growth Potential : The aggressive small-cap companies with their expansion strategies offer significant opportunities for the growth of your portfolio. 2.

Timken India Ltd. engages in the business of manufacturing, distributing, and selling anti-friction bearings primarily tapered roller bearings, other roller bearings, components, accessories, and mechanical power transmission products for diverse customer base. The firm is also involved in providing maintenance contracts and refurbishment services. The company was founded on June 15, 1987 and is headquartered in Bangalore, India.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '25	12.50	11.90	-4.80%	MISSED
Q1 '25	14.40	--	--	N/A
Q4 '24	16.65	--	--	N/A
Q3 '24	10.55	--	--	N/A
Q2 '24	13.00	--	--	N/A

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