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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia's massive earnings beat and 70% FY28 growth guidance are fueling bullish sentiment, with traders highlighting Amazon's 2 million GPU order and the reported Hugging Face acquisition as catalysts. Meanwhile, debates over circular financing and supply constraints keep bears active, but the overall mood is optimistic for a continued AI rally.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending after posting a strong Q2 earnings beat and raising full-year guidance, while unveiling an expanded Anthropic partnership with 'Claudeforce'. Retail sentiment turned bullish as traders see this as validation of AI-driven software monetization and a potential shift in the 'SaaS-pocalypse' narrative.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

WEN is tumbling after Reuters reported Trian Fund Management, its largest shareholder with over 24% stake, has shelved a potential take-private bid due to valuation and strategic concerns. Retail sentiment is sharply splitsome see the dip as a short-squeeze opportunity, while others worry the buyout thesis is dead, fueling intense debate over the stock's next move.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike's post-earnings surge is fueling extremely bullish retail sentiment after the company beat Q2 expectations with record net new ARR and raised its full-year outlook, citing an AI-driven security boom. The move is part of a broader sector rally following strong results from cybersecurity and software peers like Okta and Salesforce.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

CADL is trending on a dense catalyst calendar, including upcoming presentations at major oncology conferences and a planned Q4 BLA filing for its prostate cancer therapy, following strong Phase 3 data published in The Lancet Oncology. The community is highly bullish, speculating on potential partnerships or buyouts while highlighting the stock's momentum and near-term milestones.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as a massive AI financing deal to support customer chip purchases signals surging demand, while the community buzzes over its upcoming earnings, potential for an AI beat, and debate over the strategic use of debt. Retail sentiment is mixed, ranging from bullish 'monster in making' calls to frustration over recent weakness, with the sector-wide AI narrative and comparisons to Nvidia dominating the discussion.

SolarEdge Technologies, Inc. engages in the development of energy technology, which provides inverter solutions. The firm operates through the following segments: Solar and All Other. The Solar segment includes the design, development, manufacturing, and sales of an inverter solution designed to maximize power generation. The All Other segment includes the design, development, manufacturing and sales of UPS products, energy storage products, e-Mobility products, and automated machines. Its products and services include photovoltaic inverters, power optimizers, photovoltaic monitoring, software tools, and electric vehicle chargers. The company was founded by Guy Sella, Lior Handelsman, Yoav Galin, Meir Adest, and Amir Fishelov on August 7, 2006 and is headquartered in Herzliya, Israel.

Solaredge Technologies Inc

SolarEdge is surging after UBS upgraded it to Buy, citing FCC restrictions on foreign-made inverters as a potential driver of market share gains and pricing power, while traders highlight high short interest and a breakout above resistance levels for continued momentum.

TOP Financial Group Ltd. is a holding company, which engages in providing financial market and securities services. It focuses on futures brokerage and other financial services through a trading platform. The company was founded by Jun Li Yang on August 1, 2019 and is headquartered in Hong Kong.

TOP Financial Group Limited - Ordinary Shares - Class A

Zhong Yang Financial Group Ltd

$TOP is surging on retail chatter driven by its new AI initiative and a heavily locked share structure, with bulls citing minimal free float and fresh institutional interest as fuel for a potential historic squeeze, while skeptics warn of dilution risk before any sustained breakout.

Carnival Corp. Ltd. engages in the operation of cruise ships. It operates through the following business segments: North America Cruise Operations, Europe Cruise Operations, Cruise Support, and Tour and Others. The North America Cruise Operations segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corporation Ltd.

Carnival Corp

Cruise line Carnival is under pressure as persistent Middle East tensions and oil price spikes fuel fresh selling, with traders voicing frustration over the stock's slide despite strong fundamentals like record bookings, debt paydowns, and a dividendmany attributing the drop to algorithmic manipulation and geopolitical headlines.

ZIM Integrated Shipping Services Ltd. engages in the provision of shipping and logistics services. It offers shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. The company was founded on June 7, 1945 and is headquartered in Haifa, Israel.

Zim Integrated Shipping Services Ltd

ZIM is trending as its Q2 earnings beat and raised full-year guidance collide with intense speculation over the Hapag-Lloyd buyout and shareholder frustration over a skipped dividend, fueling arguments about whether the stock's current value already prices in a potential $35+ takeover.

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VanEck ETF Trust - VanEck Utilities TruSector ETF

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Hold rates steady

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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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