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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 better-than-expected quarterly results and raised outlook, alongside record QNX performance and a major Alloy Kore design win, are driving attention. Bulls see evidence of a strengthening software growth story, while skeptics are frustrated by the muted share reaction and question how quickly design-win backlog will convert into revenue; some also cite broader market weakness.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

UPST is drawing attention amid sustained selling and weak performance, with bearish traders citing debt and liquidity concerns alongside sensitivity to interest rates and consumer-credit conditions; some bulls dispute the debt narrative and point to insider buying, funding partnerships, and growth in AI lending. Those competing views are playing out against broad frustration over the stocks repeated declines and short-term volatility.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles force majeure notice concerning the Project Jupiter data center in New Mexico is driving concern that construction delays could expose financing and AI infrastructure risks. Bears view it as a warning sign amid heavy spending and debt, while bulls argue it is contractual protection against delayed delivery, not confirmation that the project is behind schedule.

Litecoin is a decentralized, peer-to-peer digital currency designed to enable instant, near-zero cost payments to individuals and merchants worldwide. As an open-source global payment network that functions independently of central banks or intermediaries, its main value proposition lies in providing a scarce digital asset with a fixed maximum supply of 84 million tokens.  The network operates using a Proof of Work mechanism where computers solve complex puzzles to confirm transactions and secure the blockchain. It is distinguished by a block generation time of 2.5 minutes, which allows for faster transaction confirmations and a higher total throughput than earlier protocols. Key technical features include the Scrypt hashing algorithm, which promotes wider network participation, and MimbleWimble Extension Blocks, which improve user privacy by allowing transaction details to be hidden.  The LTC token is used for settling global payments, executing microtransactions through smaller units called litoshis, and diversifying digital portfolios with a highly liquid asset. New tokens are issued to miners as rewards for verifying blocks, though these rewards undergo a halving event approximately every four years to strictly control inflation. This process ensures the ledger maintains immutability, meaning records cannot be changed once they are saved to the global network.  Created by former Google engineer Charlie Lee, the project is supported by the Litecoin Foundation, a non-profit organization dedicated to ecosystem adoption. Unlike many venture-backed projects, it is maintained by a decentralized community of independent developers and a global network of miners. The project has seen recent institutional adoption, with entities like Lite Strategy and Luxxfolio Holdings adding significant amounts of LTC to their corporate treasuries as of late 2025.

Litecoin

Litecoins sharp rally and surge in trading volume have put its breakout and unusual outperformance versus other major cryptocurrencies at the center of discussion. Bulls see momentum building and cite possible institutional interest, while skeptics question the moves staying power and warn it could be a short-lived pump.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Meta Connects VR and AI hardware announcements have renewed attention on Unitys existing role in Metas VR ecosystem, while unusually large call activity fueled speculation about a further catalyst. Traders are divided: some see potential upside from Metas VR push, while others call the move a pump-and-dump and note the lack of a confirmed Unity-specific announcement as gains faded.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is under pressure as traders debate whether calls from AI-company leaders to slow or regulate frontier-model development could reduce data-center spending and demand for its onsite power systems. Bulls view the selloff as an overreaction, arguing data centers still need power; bears point to the risk of slower AI infrastructure investment and the stocks valuation.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

The USITC instituted an investigation into Netlists patent complaint against Micron, HPE, Lenovo and Super Micro, including a request for possible import restrictions. Traders see the probe as added leverage for a Micron license or settlement, while others note that institution is not a finding of infringement; much of the discussion also focuses on short sellers and resistance around $6.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeings shares are under pressure after CEO Kelly Ortberg said stabilizing 737 MAX production is taking longer than expected, renewing concerns about deliveries and cash flow. Traders criticize management and see further downside risk, while bulls call the selloff excessive and point to Boeings backlog; potential SPEEA labor disruption adds uncertainty.

Everpure, Inc. engages in the business of delivering innovative and disruptive data storage, products, and services that enable customers to maximize the value of data. The firm is also involved in the provision of data storage and management with a mission to redefine the storage experience by simplifying how people consume and interact with data. The company was founded by John M. Hayes and John Colgrove in October 2009 and is headquartered in Santa Clara, CA.

Everpure Inc. - Ordinary Shares - Class A

Everpure Inc

Everpures shares are surging after its FY2028 revenue outlook at Investor Day came in well above expectations, with traders citing AI-storage demand and hyperscaler growth. The move has drawn bullish breakout chatter, alongside concerns that the stocks valuation already prices in substantial growth.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtions milestone of demonstrating 30 entangled logical qubits on its Sqale commercial quantum system is driving attention, with bullish traders calling it a meaningful step in the quantum-computing race. Others question how much it differentiates the company from research competitors and note the muted share-price response amid broader market pressure.

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Tsakos Energy Navigation reported record first-half 2026 gross revenues of $551.4M and net income attributable to common stockholders of $213.5M, up from $50.5M in the prior period.

Tsakos Energy Navigation experienced increased vessel operating expenses and higher total bank debt levels, while fleet utilization also saw a modest decline during the second quarter compared to the prior year.

Tsakos Energy Navigation delivered record gross revenues and substantial growth in average daily charter rates, supported by a significant revenue backlog and a dynamic fleet modernization and expansion program.

Tsakos Energy Navigation Ltd. engages in the provision of seaborne crude oil and petroleum product transportation services. Its activities include the operation of crude tankers, product tankers, and liquefied natural gas carriers. The company was founded by Nikolas P. Tsakos and Michael Gordon Jolliffe in July 1993 and is headquartered in Athens, Greece.

Tsakos Energy Navigation Limited

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Hold rates steady

Cut 25 bps

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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