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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

Goldman Sachs Buy upgrade, tied to Palantirs sovereign-AI and customized-software opportunities, is a key catalyst as shares break to a new high. Bulls are celebrating the momentum and speculating about a short squeeze, while skeptics argue the valuation is stretched and warn of a pullback.

T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

SpaceXs planned acquisition of low-band spectrum for Starlink Mobile has intensified fears that it could eventually compete with established wireless carriers, contributing to a sharp selloff in T-Mobile shares. Traders are divided between concerns about long-term pressure on carriers pricing and market share and the view that building a competitive network will take years, making the drop an overreaction.

Nasdaq, Inc. is a holding company, which engages in trading, clearing, exchange technology, regulatory, securities listing, information, and public and private company services. It operates through the following segments: Capital Access Platforms, Financial Technology, and Market Services. The Capital Access Platforms segment delivers liquidity, transparency, and integrity to the corporate issuer and investment community by empowering clients to effectively navigate the capital markets, achieve their sustainability goals, and drive governance excellence. The Financial Technology segment offers platforms that improve the liquidity, transparency, and integrity of the global economy by architecting and operating the markets. The Market Services segment includes equity derivative trading and clearing, cash equity trading, fixed income, currency, and commodities trading. The company was founded by Gordon S. Macklin in 1971 and is headquartered in New York, NY.

Nasdaq Inc

Discussion is fragmented, with traders debating NDAQs technical direction and broader market moves. A recurring company-specific topic is Nasdaqs push toward near-continuous trading and tokenized equities, viewed by some as a potential growth opportunity and by others with concern about the risks.

Verizon Communications, Inc. is a holding company, which engages in the provision of communications, information, and entertainment products and services. It operates through the following business segments: Consumer and Business. The Consumer segment provides consumer-focused wireless and wire line communications services and products. The Business segment offers wireless and wireline communications services and products, including FWA broadband, data, video and conferencing services, corporate networking solutions, security and managed network services, local and long-distance voice services, and network access to deliver various IoT services and products. The company was founded in 1983 and is headquartered in New York, NY.

Verizon Communications Inc

Verizon Communications Inc.

Verizon shares sold off amid concerns that SpaceXs low-band spectrum acquisition could help Starlink Mobile compete with established wireless carriers. Traders are divided between viewing the move as a long-term threat and calling the selloff premature or overdone given the infrastructure and time needed to build a competing network; some see the drop as a buying opportunity.

Amarin Corp. Plc is a pharmaceutical company, which focuses on the commercialization and development of therapeutics for cardiovascular health. It focuses on the development and commercialization of Vascepa capsules. The company was founded by Geoffrey William Guy on March 1, 1989 and is headquartered in Dublin, Ireland.

Amarin Corp - ADR

AMRN is drawing attention amid a steep slide toward 52-week lows, prompting frustration over management and debate about the companys value despite its cash position and international growth. Traders are also focused on the pending Phase 3 EMT-2 results and LR-EtEPA patent, with bullish speculation about their potential weighed against uncertainty about the data, patent prospects, and how either could translate into commercial value.

Air Canada engages in the provision of airline transportation services. Its services cover full-service airline, scheduled passenger and cargo services, serving more than two hundred airports on six continents. It operates through the following geographical segments: Canada, U.S. Transborder, Atlantic, Pacific, and Other. The company was founded on April 11, 1936 and is headquartered in Saint-Laurent, Canada.

Air Canada Inc. - Ordinary Shares (Voting and Variable Voting)

Air Canada Inc.

Air Canadas sharp selloff has traders debating whether shares left over from its substantial issuer bid are being sold into the market and whether short pressure is driving the decline; bulls point to possible further buybacks, while others cite elevated fuel costs as a risk to margins.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

STRK is drawing attention for its rally and Starknets privacy and Bitcoin DeFi push, particularly shielded strkBTC and STRK20, alongside its post-quantum security narrative. Traders are broadly enthusiastic about the technology, though some remain concerned about token unlocks and dilution.

Tidal Trust II - YieldMax MSTR Option Income Strategy ETF

YieldMax MSTR Option Income Strategy ETF

MSTY is drawing attention for its weekly distributions and price swings tied to Bitcoin and MSTR. Income-focused holders welcome the cash flow and see potential for recovery if the underlying strengthens, while skeptics point to NAV erosion and fluctuating or declining payouts as risks.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadog is drawing attention after a sharp breakout to fresh highs alongside strength in software stocks. Bulls point to momentum and demand for AI observability, while bears warn that the valuation is stretched and see risk of a technical reversal.

KLA Corp. engages in the supply of process control and yield management solutions for the semiconductor and related nano-electronics industries. The company operates through the following segments: Semiconductor Process Control, Specialty Semiconductor Process, and PCB, Display and Component Inspection. The Semiconductor Process Control segment provides a comprehensive portfolio of inspection, metrology and data analytics products and related services. The Specialty Semiconductor Process segment develops and sells advanced vacuum deposition and etching process tools. The PCB, Display and Component Inspection segment enables electronic device manufacturers to inspect, test and measure PCBs, flat panel displays and ICs to verify their quality. Its products include manufactured chips, reticle, packaging, surface profilers, nanochemical testers, KT pro equipment, and compound semiconductors. The company was founded on July 9, 1975 and is headquartered in Milpitas, CA.

KLA Corp.

KLAs earnings beat estimates, but the stock sold off as traders said results and guidance fell short of elevated expectations, alongside weakness across semiconductor-equipment shares and concerns about China exposure and competition. The community is split between viewing the decline as an overreaction and buying the dip, and expecting further downside.

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ACC Files SEBI Demat Compliance Certificate for March Quarter

The latest update is out from ACC Limited ( ($IN:ACC) ). ACC Limited has submitted to Indian stock exchanges the required quarterly certificate und...

Adani Group to invest Rs 33,000 crore in Odisha across power, cement, data sectors

The Adani Group on Wednesday announced fresh investments exceeding Rs 33,000 crore in Odisha, spanning digital infrastructure, power generation and cement manufacturing, reinforcing industry confidence in the state’s growth potential. The announcement was made during a state government event in Bhuinpur, Khurda, where 36 industrial projects worth over Rs 40,000 crore were inaugurated and launched. Speaking at the function, Karan Adani, Managing Director of Adani Ports and SEZ and Chairman of ACC Limited, detailed three major projects the group plans to execute in the state, in the presence of Chief Minister Mohan Charan Majhi. Highlighting the group’s long-standing presence in Odisha, Karan Adani said the new initiatives go beyond capacity expansion and reflect confidence in the state’s evolving economic landscape. Among the key projects is a data centre at Info Valley in Bhubaneswar, with an investment of around Rs 800 crore. The facility is expected to create about 200 skilled jobs and serve as a key hub for digital services, including artificial intelligence, cloud computing and e-governance.

ACC Limited shuts trading window ahead of FY26 results to meet SEBI norms

An announcement from ACC Limited ( ($IN:ACC) ) is now available. ACC Limited, a leading Indian cement and building materials producer within the Ad...

MP News: ACC Cement Company Slapped ₹2.30 Crore Penalty For Mining Without Green Nod

The Madhya Pradesh State Environment Impact Assessment Authority (SEIAA) has imposed a penalty of ₹2.30 crore on ACC Cement for carrying out mining without obtaining environmental clearance in Katni district between 2014 and 2018. The action follows a National Green Tribunal (NGT) order affirming SEIAA’s authority to levy penalties.

Adani’s ACC posts 346% jump in Q3 profit, records highest-ever volume

Representational Image Ahmedabad, Jan 28 : Cement major ACC Limited, part of the diversified Adani Portfolio, on Wednesday reported a standout performance for the quarter ended December 31 (Q3 FY26), with profit after tax (PAT) surging by 346 per cent (normalised basis) at Rs 380 crore year-on-year, with highest-ever quarterly revenue at Rs 6,483 crore -- up by 22 per cent. The company also recorded its highest-ever quarterly volume at 11.3 million tonnes, up 15 per cent (on-year). "We have sustained our growth momentum with another strong quarter, delivering our highest‑ever quarterly volumes. Higher trade and premium cement sales, alongside continued expansion in RMX, have supported better realisations than industry peers and strengthened our market position in core regions," said Vinod Bahety, Whole-Time Director and CEO, ACC Limited. The company’s momentum during the quarter reflects transformative steps, chief among which is the announcement of the amalgamation of ACC Limited into Ambuja Cements Limited — establishing a unified ‘One Cement Platform’ that will accelerate its growth trajectory, drive operational excellence, improve capital efficiency, reinforce its industry leadership and support long-term value creation. "The proposed integration into the One Cement Platform is expected to accelerate both efficiency and growth, enabling deeper synergies across procurement, manufacturing and distribution once statutory approvals are completed," Bahety mentioned.

Brief India: MS-India Index Earning Revision (Dec): InterGlobe Aviation, ICICI Bank, Shriram Finance and more

In this briefing: MS-India Index Earning Revision (Dec): InterGlobe Aviation, ICICI Bank, Shriram Finance Governance Recap 2025: Clean Opinions, Dirty Outcomes The Post-IPO Play: Deleveraging and Diversification at Jain Resource Recycling NIFTY Index Earning Revision (Dec): JSW Steel, Trent, Infosys, HDFC Bank, InterGlobe Aviation Ambuja Cement/ ACC/ Orient Cement Merger: Index Flows 1. MS-India Index Earning Revision (Dec): InterGlobe Aviation, ICICI Bank, Shriram Finance We analysed the earning revision of component stocks of MS-India in the past month. We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision. We highlighted EPS revision on InterGlobe Aviation, ICICI Bank, Shriram Finance, IndusInd Bank, GMR Airports, SWIGGY, HDFC Bank. 2. Governance Recap 2025: Clean Opinions, Dirty Outcomes The CG Landscape for India Inc in 2025 saw several episodes of high-profile disclosures on accounting irregularity, employee frauds, senior level exits, misstated line items etc.

Brief M&A: Selected European HoldCos and DLC: December 2025 Report and more

In this briefing: Selected European HoldCos and DLC: December 2025 Report A/H Premium Tracker (2Wks to 31 Dec 2025): Hs Underperform Again, Beautiful Skew Behaving Badly Ambuja Cement/ ACC/ Orient Cement Merger: Index Flows Weekly Update (MGM, REZI, APLD) Biggest Merger in Indian QSR Industry.. 1. Selected European HoldCos and DLC: December 2025 Report Holdco dispersion remains extreme : Vivendi’s discount widened to ~45%, while Nordic holdcos trade near cycle tights, highlighting a sharp divergence between event-driven and quality-compounder structures. GBL execution contrasts with market inertia : Active simplification, cash generation and buybacks continue, yet the discount remains stubbornly wide — increasingly a function of sentiment rather than fundamentals. Vivendi reset restores asymmetry : Legal timing uncertainty flushed positioning, not value; with NAV intact and control unresolved, downside is limited while regulatory optionality remains substantial. 2. A/H Premium Tracker (2Wks to 31 Dec 2025): Hs Underperform Again, Beautiful Skew Behaving Badly Hs within the liquid AH pair universe UNDER-performed As on average by 3.1% in two weeks.

Brief Event-Driven: Selected European HoldCos and DLC: December 2025 Report and more

Brief India: The Post-IPO Play: Deleveraging and Diversification at Jain Resource Recycling and more

In this briefing: The Post-IPO Play: Deleveraging and Diversification at Jain Resource Recycling NIFTY Index Earning Revision (Dec): JSW Steel, Trent, Infosys, HDFC Bank, InterGlobe Aviation Ambuja Cement/ ACC/ Orient Cement Merger: Index Flows Biggest Merger in Indian QSR Industry.. The Beat Ideas- MTAR Technologies: From Precision Specialist to AI-Energy Proxy 1. The Post-IPO Play: Deleveraging and Diversification at Jain Resource Recycling Jain Resource is now aggressively pivoting toward high-margin value addition in copper and has already established itself as one of only two Indian recyclers with LME-registered lead brands. The strategic deployment of INR 375 crore in IPO proceeds to repay debt will slash gearing to below 0.7x, significantly boosting net margins. The shift from 61% import reliance to domestic scrap yard acquisitions aligns with India’s Critical Mineral Recycling Policy , effectively shortening the working capital cycle and shield from global logistics volatility.

Brief India: NIFTY Index Earning Revision (Dec): JSW Steel, Trent, Infosys, HDFC Bank, InterGlobe Aviation and more

In this briefing: NIFTY Index Earning Revision (Dec): JSW Steel, Trent, Infosys, HDFC Bank, InterGlobe Aviation Ambuja Cement/ ACC/ Orient Cement Merger: Index Flows Biggest Merger in Indian QSR Industry.. The Beat Ideas- MTAR Technologies: From Precision Specialist to AI-Energy Proxy Asian Equities: FII Selling Slowed in Dec but Continued Nonetheless; 2025 Saw Near-Peak FII Outflow 1. NIFTY Index Earning Revision (Dec): JSW Steel, Trent, Infosys, HDFC Bank, InterGlobe Aviation We analysed the earning revision of component stocks of NIFTY in the past month. We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision. We highlighted EPS revision on JSW Steel, Trent, Infosys, HDFC Bank, InterGlobe Aviation, ICICI Bank, Bharti Airtel. 2. Ambuja Cement/ ACC/ Orient Cement Merger: Index Flows Ambuja Cements (ACEM IN) , ACC Ltd (ACC IN) and Orient Cement (ORCMNT IN) will be merging to create a pan-India cement giant. There are a whole bunch of approvals needed, and the mergers are expected to complete in the next 12 months.

ACC Ltd. engages in the manufacture and sale of various kinds of cements. It operates through the following segments: Cement and ancilliary services, and Ready Mix Concrete. The Cement and ancilliary services segment is a clinker resulting from mixing at suitable rates, grinding and firing raw material such as limestone, clay, iron ore, fly ash, bauxite and certain amount of setting regulator are ground together and set after mixing with water and gains strength. Ancilliary services include lease of land to the immediate Holding Company for mining activities through step-down subsidiaries. The Ready Mix Concrete segment is concrete that is manufactured in a batch plant, according to a set engineered mix design. The company was founded on August 1, 1936 and is headquartered in Ahmedabad, India.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	-4.54	--	--	N/A
Q1 '26	19.97	--	--	N/A
Q4 '25	24.11	--	--	N/A
Q3 '25	32.00	--	--	N/A
Q2 '25	17.75	59.20	233.57%	BEAT

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