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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

Investors are closely watching upcoming earnings and guidance for clues on AI cloud revenue growth and new customer contracts, alongside broader enthusiasm for AI infrastructure.

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 shares are drawing heavy community discussion as traders debate whether strong data center bookings and raised multi-year outlooks will trigger a post-earnings rebound similar to Nvidia's recent move.

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 surging following strong quarterly revenue and gross merchandise volume figures, alongside robust adoption of the Affirm Card and AI partnership expansions.

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

The community is actively discussing Rubrik's strong financial results and raised guidance, debating how the stock will react to earnings given broader sector trends and valuation multiples.

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 actively discussing SentinelOne's AI-native security platform adoption, valuation compared to peers like CrowdStrike, and the potential for a tech industry buyout.

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.

The community is actively discussing ongoing political controversies and trade disputes, focusing on executive actions and their potential economic impact.

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 trading higher as the community discusses QNX expanding into robotics and physical AI, alongside ongoing anticipation for upcoming earnings.

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 the upcoming Netflix extended trailer and earnings report as anticipation builds for the launch of Grand Theft Auto VI.

Workday, Inc. engages in the development of enterprise cloud applications for finance and human resources. The firm delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. It operates through the Cloud Applications segment. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending as the community reacts to its strong earnings beat, raised margin guidance, and accelerating adoption of its AI agent tools.

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 lower as investors react to mixed quarterly earnings and ongoing concerns regarding slowing U.S. sales traffic and macro pressures.

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Zydus Lifesciences is trending as market attention focuses on its expanding specialty pharmaceutical and vaccine portfolios, highlighted by recent product launches, regulatory approvals, and strategic collaborations.

Indian companies invest USD 20.5 billion in US, pharma tops

… Embassy & Consulates in India. The pharmaceutical sector accounted for the vast majority … ;s Laboratories Ltd, Glenmark Pharmaceuticals Ltd, Granules India Ltd, Jubilant … Group, Lupin Limited, Piramal Pharma Ltd., and Zydus Lifesciences Limited …

Guardant Health to launch blood-based cancer test in India with Zydus Lifesciences

Guardant Health is set to introduce a groundbreaking blood test in India for early cancer detection. This multi-cancer test, developed with Zydus Lifesciences, aims to identify various cancers like lung, breast, and prostate. The initiative targets India's high cancer burden and low screening rates.

US sales may drag pharma companies’ Q4, even as India holds up

Cipla, Dr Reddy’s Laboratories, and Zydus Lifesciences are among the most affected by the US sales decline.

Semaglutide Ruling Sparks Generic Pharma Boom

… oncology drugs . India's revocation of Novartis … Natco Pharma to launch its version of Roche … Natco Pharma to launch a generic version of Roche … Zydus Lifesciences, Natco Pharma , Alkem Laboratories, and Torrent Pharmaceuticals have developed …

Brief Indonesia: The Great Petrodollar Pivot: Tracing the Trillions Flowing Away From US Debt and more

In this briefing: The Great Petrodollar Pivot: Tracing the Trillions Flowing Away From US Debt Asian Equities: Notwithstanding the Global Turmoil, EPS Estimates Are Surprisingly Strong Inflation Shock, Not Fear: Navigating the New Cross-Asset Regime Shift Pan-Asia Alpha Signals: Korea & Taiwan Dominate, India Underperformance Deepens APAC Healthcare Weekly (March 22) – Hengrui, Microport Neuro, Celltrion, Samsung Bio, Sun Pharma 1. The Great Petrodollar Pivot: Tracing the Trillions Flowing Away From US Debt The petrodollar equation mandated pricing oil exclusively in US dollars, which exporters recycled into US Treasuries, structurally cementing the dollar's global dominance This system recently fractured because the 1974 agreement expired, and nations are aggressively diversifying their reserves to insulate against Western financial sanctions Middle East still controls crucial oil chokepoints, surplus capital now flows into global petroleum equities rather than traditional US government debt 2.

Why are pharma companies racing to launch semaglutide in India?

… including Zydus Lifesciences, Glenmark Pharmaceuticals , Dr. Reddy’s … belongs to a class of drugs known as GLP-1 … lead to complications. “These drugs are not magic bullets … based in Mumbai. For pharmaceutical companies, semaglutide represents both …

Brief Thailand: Asian Equities: Notwithstanding the Global Turmoil, EPS Estimates Are Surprisingly Strong and more

In this briefing: Asian Equities: Notwithstanding the Global Turmoil, EPS Estimates Are Surprisingly Strong Inflation Shock, Not Fear: Navigating the New Cross-Asset Regime Shift Thailand Short Interest Weekly (Mar 20th): True, Intouch, Thaifoods, CH. Karnchang, Srisawad, True Pan-Asia Alpha Signals: Korea & Taiwan Dominate, India Underperformance Deepens APAC Healthcare Weekly (March 22) – Hengrui, Microport Neuro, Celltrion, Samsung Bio, Sun Pharma 1. Asian Equities: Notwithstanding the Global Turmoil, EPS Estimates Are Surprisingly Strong Since the beginning of the Iran War, the MSCI Asia ex Japan index has declined 12%. But remarkably, consensus EPS estimate for Asia ex Japan has increased 1.42%. The earnings upgrades are led by Korea, Indonesia, Taiwan and China. Technology, energy, process industries and basic materials figure prominently among the top 20 sectors with upgrades. Consumer services and retail figure prominently among the sectors with largest downgrades. Analysts seem complacent about disruption to tech hardware, process industries and basic materials from energy and input shortages. 2.

Brief Indonesia: Asian Equities: Notwithstanding the Global Turmoil, EPS Estimates Are Surprisingly Strong and more

In this briefing: Asian Equities: Notwithstanding the Global Turmoil, EPS Estimates Are Surprisingly Strong Inflation Shock, Not Fear: Navigating the New Cross-Asset Regime Shift Pan-Asia Alpha Signals: Korea & Taiwan Dominate, India Underperformance Deepens APAC Healthcare Weekly (March 22) – Hengrui, Microport Neuro, Celltrion, Samsung Bio, Sun Pharma Primer: PP London Sumatra Indonesia (LSIP IJ) - Mar 2026 1. Asian Equities: Notwithstanding the Global Turmoil, EPS Estimates Are Surprisingly Strong Since the beginning of the Iran War, the MSCI Asia ex Japan index has declined 12%. But remarkably, consensus EPS estimate for Asia ex Japan has increased 1.42%. The earnings upgrades are led by Korea, Indonesia, Taiwan and China. Technology, energy, process industries and basic materials figure prominently among the top 20 sectors with upgrades. Consumer services and retail figure prominently among the sectors with largest downgrades. Analysts seem complacent about disruption to tech hardware, process industries and basic materials from energy and input shortages. 2.

Brief Singapore: Inflation Shock, Not Fear: Navigating the New Cross-Asset Regime Shift and more

In this briefing: Inflation Shock, Not Fear: Navigating the New Cross-Asset Regime Shift Dezign Format Group Limited: Results Update AvePoint Inc. Results Update Pan-Asia Alpha Signals: Korea & Taiwan Dominate, India Underperformance Deepens APAC Healthcare Weekly (March 22) – Hengrui, Microport Neuro, Celltrion, Samsung Bio, Sun Pharma 1. Inflation Shock, Not Fear: Navigating the New Cross-Asset Regime Shift Oil & gas shock drives inflation higher; yields and USD surge, suppressing gold & dilver despite geopolitical risk. Markets remain in an inflation regime; equities are correcting in an orderly manner, not in panic—energy & defence sector, and liquidity dominates positioning. Key pivot is real yields; once they peak, expect rotation into gold & silver, duration, and deeper downside in equities. 2. Dezign Format Group Limited: Results Update FY2025 did not show a collapse in activity. Revenue fell only 1.0% to S$33.1m, and the company still delivered more than S$28m from its core Event, Exhibition and Décor business.

Brief Thailand: Inflation Shock, Not Fear: Navigating the New Cross-Asset Regime Shift and more

In this briefing: Inflation Shock, Not Fear: Navigating the New Cross-Asset Regime Shift Thailand Short Interest Weekly (Mar 20th): True, Intouch, Thaifoods, CH. Karnchang, Srisawad, True Pan-Asia Alpha Signals: Korea & Taiwan Dominate, India Underperformance Deepens APAC Healthcare Weekly (March 22) – Hengrui, Microport Neuro, Celltrion, Samsung Bio, Sun Pharma Primer: Advanced Info Service (ADVANC TB) - Mar 2026 1. Inflation Shock, Not Fear: Navigating the New Cross-Asset Regime Shift Oil & gas shock drives inflation higher; yields and USD surge, suppressing gold & dilver despite geopolitical risk. Markets remain in an inflation regime; equities are correcting in an orderly manner, not in panic—energy & defence sector, and liquidity dominates positioning. Key pivot is real yields; once they peak, expect rotation into gold & silver, duration, and deeper downside in equities. 2. Thailand Short Interest Weekly (Mar 20th): True, Intouch, Thaifoods, CH. Karnchang, Srisawad, True We analyzed the changes in short interest of Stock Exchange of Thailand as of Mar 20th.

Zydus Lifesciences Ltd. engages in the discovery, development, and manufacture of pharmaceutical products under Zydus brand. The firm's products portfolio includes active pharmaceutical ingredients, human formulations, and animal health & veterinary. It operates through the following segments: Pharmaceuticals and Consumer Products. The Pharmaceuticals segment represents the business of integrated pharmaceutical operations with business encompassing the entire value chain in the research, development, production, marketing and distribution of pharmaceutical products. The Consumer Products segment represents the business of development, production, marketing, and distribution of differentiated health and wellness products. The company was founded by Ramanbhai B. Patel in 1952 and is headquartered in Ahmedabad, India.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	7.55	--	--	N/A
Q1 '26	11.15	--	--	N/A
Q4 '25	9.36	--	--	N/A
Q3 '25	10.83	--	--	N/A
Q2 '25	11.89	12.30	3.48%	BEAT

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