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Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscalers Investor Day is driving attention, with management reaffirming its fiscal-year outlook and highlighting an ambitious long-term ARR goal and an AI-security collaboration with IBM and Red Hat; analysts responded with multiple price-target increases. Bulls are encouraged by the strategy and momentum, while skeptics question whether the long-term growth ambitions justify the valuation.

AeroVironment, Inc. is a defense technology company delivering integrated capabilities across air, land, sea, space, and cyber. The company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities-built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. At the core of these technologies lies AV_Halo, a modular, mission-ready suite of AI-powered software tools that empowers warfighters and enables full-battlefield dominance: detect, decide, deliver. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities at speed, scale, and operational relevance. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironments fiscal Q1 results beat expectations and showed a record funded backlog, reinforcing bullish interest in its drone and counter-drone businesses. The debate is whether those orders will translate into stronger growth and profitability: management maintained its full-year outlook, and some traders remain concerned about execution and the stocks muted, volatile reaction.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Oppenheimers upgrade to Outperform, citing rising contract values and early monetization of agentic-AI traffic, is driving attention to Fastly. Traders are cheering the rally and AI-growth thesis, while some dismiss the upgrade as hype and point to the stocks sharp swings.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is drawing attention after a steep selloff and repeated 52-week lows, with traders debating whether the decline reflects an expensive valuation, cost and growth concerns, competition, and weaker consumer spendingor an oversold pullback despite continued business growth. Bears expect more pressure, while bulls are buying the dip and arguing that the business remains sound; no single new catalyst dominates the discussion.

Amplify Commodity Trust - Breakwave Tanker Shipping ETF

Breakwave Tanker Shipping ETF

Iran-related attacks and disruption around the Strait of Hormuz are keeping tanker availability tight and freight rates elevated, driving attention to BWETs tanker-futures exposure. Traders are split between viewing persistent shipping risks as supportive and warning that the funds steep run-up leaves it vulnerable to a sharp reversal if tensions ease or traffic normalizes.

ProShares Trust - ProShares UltraPro Short QQQ -3x Shares

ProShares UltraPro Short QQQ

Traders are discussing SQQQ as a hedge or bearish bet on a potential Nasdaq pullback, citing concerns about stretched tech and AI valuations, market highs, and macro risks. Others argue that Nasdaq strength and the ETFs daily leverage and decay make holding it risky, so the conversation is divided between anticipating a correction and warning against persistent losses.

Harrow, Inc. engages in the development, production, and sale of innovative medications. It operates through the following segments: Branded and ImprimisRx. The Branded segment includes activities of the company’s FDA approved ophthalmology pharmaceutical products, including the out-licensing of rights to certain branded products. The ImprimisRx segment represents activities in the company’s ophthalmology-focused pharmaceutical compounding business. The company was founded by Mark L. Baum and Robert J. Kammer on January 11, 2006 and is headquartered in Nashville, TN.

Harrow Inc

Harrow Health Inc

Harrows recent quarterly revenue shortfall and concerns about meeting its full-year outlook are driving discussion, particularly doubts about VEVYEs pricing and whether prescription growth is translating into revenue. Traders are split between skepticism over managements forecasting and execution and the view that the setback is temporary, with growth from VEVYE, IHEEZO and the broader ophthalmology portfolio supporting the longer-term thesis.

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

Affirms strong quarterly results and upbeat outlook, followed by a wave of analyst upgrades, are driving bullish interest. Traders are also debating the sharp post-earnings pullback, with profit-taking and concerns about higher rates, consumer credit, and valuation tempering optimism.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB is rebounding after a sharp selloff triggered by CEO CJ Desais abrupt departure for Meta; traders calling the drop an overreaction point to former CEO Dev Ittycherias return as interim chief and positive Investor Day commentary, including raised guidance and a larger buyback authorization. Others remain cautious about leadership succession and valuation.

Chainlink is the industry-standard decentralized oracle network that solves the "oracle problem" by connecting smart contracts with real-world data. Blockchains cannot access external information on their own, so Chainlink acts as a secure bridge, enabling smart contracts to react to real-world events using verified, tamper-proof data. It is widely considered one of the first decentralized oracle networks and is the market leader in bringing off-chain data on-chain.  The platform operates through a decentralized network of nodes that fetch, validate, and deliver data to smart contracts. When a contract requests information like a stock price, a committee of independent nodes retrieves and aggregates the data to reach consensus, then delivers a single trustworthy answer. Chainlink offers a suite of services including Data Feeds for asset prices, CCIP for cross-chain token transfers and messaging, Automation for triggering smart contract functions, and Proof of Reserve for verifying asset collateralization.  Chainlink has established itself as critical infrastructure for both DeFi and institutional adoption, with partnerships including Swift, Euroclear, Mastercard, UBS, ANZ, Fidelity International, and J.P. Morgan. Its institutional products include the Chainlink Runtime Environment for tokenized asset workflows, Confidential Compute for privacy-preserving computation, and the Automated Compliance Engine for embedding regulatory rules into smart contracts.  The LINK token is the native asset used to pay node operators for services, fund subscription accounts, and incentivize network security through staking. Node operators stake LINK as collateral, which can be slashed if they provide inaccurate data. Chainlink was co-founded in 2017 by Sergey Nazarov and Steve Ellis, who co-authored the white paper with Ari Juels, and raised $32 million in its September 2017 ICO.

ChainLink

LINKs volatile rebound has traders watching for a breakout, while bullish holders point to Chainlinks role in institutional tokenization and crypto infrastructure. Others see the move as a short-lived pump, note its correlation with broader crypto markets, and question whether network adoption will translate into value for the LINK token.

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Brief India: How UAE's Exit from OPEC Will Reshapes India's Energy Sector? and more

In this briefing: How UAE's Exit from OPEC Will Reshapes India's Energy Sector? 3 Indian Aluminium Companies that Will Benefit from Supply Shock! KPIT: Q4FY26 Earnings Preview - Growth Is Reviving Artificial Intelligence (AI): Mapping the Value Chain and Testing Economic Sustainability Varun Beverages: Africa Bets, Volume Surge, and a Summer Built for Growth 1. How UAE's Exit from OPEC Will Reshapes India's Energy Sector? The UAE formally announced its exit from OPEC and OPEC+, effective May 1, 2026, ending a 58-year membership, citing production quota constraints and national interest as the deciding factors. As India's third-largest crude supplier with ~10% import share, a quota-free UAE could structurally lower India's energy import bill, ease CAD pressure, and directly lift refiner margins. PSU oil marketing companies (IOC, BPCL, HPCL) stand to be the most direct beneficiaries; but the macro read extends to the rupee, inflation trajectory, and India's terms of trade. 2. 3 Indian Aluminium Companies that Will Benefit from Supply Shock!

Brief India: 3 Indian Aluminium Companies that Will Benefit from Supply Shock! and more

In this briefing: 3 Indian Aluminium Companies that Will Benefit from Supply Shock! KPIT: Q4FY26 Earnings Preview - Growth Is Reviving Artificial Intelligence (AI): Mapping the Value Chain and Testing Economic Sustainability Varun Beverages: Africa Bets, Volume Surge, and a Summer Built for Growth India-New Zealand FTA: What Lies Beneath The "Once-In-A-Generation" Agreement? 1. 3 Indian Aluminium Companies that Will Benefit from Supply Shock! LME aluminium hit 4-year high near $3,670/t in April 2026, driven by West Asia smelter damage and the Strait of Hormuz blockade. Indian Producers are direct beneficiaries of Supply Shock. All three Indian Producers rallied near Lifetime High. Nalco, Hindalco, and Vedanta posted all-time high profits but valuations have run well above 5-year averages More a stock-picker's market now than a rising-tide trade. Vedanta's demerger, Nalco's expansion and Hindalco's downstream mix are the real differentiators, 2. KPIT: Q4FY26 Earnings Preview - Growth Is Reviving KPIT Technologies (KPIT) 's competitors like Tata Elxsi and L&T Technology (LTTS) have reported improving demand in the automotive segment which suggests that KPIT's Q4FY26 earnings could come out strong.

Brief India: KPIT: Q4FY26 Earnings Preview - Growth Is Reviving and more

In this briefing: KPIT: Q4FY26 Earnings Preview - Growth Is Reviving Artificial Intelligence (AI): Mapping the Value Chain and Testing Economic Sustainability Varun Beverages: Africa Bets, Volume Surge, and a Summer Built for Growth India-New Zealand FTA: What Lies Beneath The "Once-In-A-Generation" Agreement? Primer: KEC International (KECI IN) - Apr 2026 1. KPIT: Q4FY26 Earnings Preview - Growth Is Reviving KPIT Technologies (KPIT) 's competitors like Tata Elxsi and L&T Technology (LTTS) have reported improving demand in the automotive segment which suggests that KPIT's Q4FY26 earnings could come out strong. Both Tata Elxsi and LTTS reported positive growth in their automotive vertical after a streak of negative growth for the past few quarters. Even the impact of AI is going to be limited in the automotive segment, as solutions in automotive vertical are mission-critical and highly regulated; however, KPIT's stock has declined significantly. 2. Artificial Intelligence (AI): Mapping the Value Chain and Testing Economic Sustainability AI is real, but the capital cycle is ahead of demand: profits sit in infrastructure, while applications remain under-monetised and structurally weak.

What Anthropic’s powerful new model means for Indian IT stocks

Infosys, Tata Consultancy Services (TCS), LTIMindtree, Coforge, Wipro, and L&T Technology Services are among the major IT players that have all fallen more than 20% on a year-to-date (YTD) basis.

Brief TMT & Internet: Friday Takeaway—delving a little deeper into UK small caps: 9 Jan 2026 and more

In this briefing: Friday Takeaway—delving a little deeper into UK small caps: 9 Jan 2026 Shenzhen Transsion A/H Listing: Recent Performance Has Much to Be Desired Tech Mahindra Ltd - Deal Win Continues; Robust Growth Outlook Wipro Ltd. - Margin Pressure; Growth Remains Muted HSIE Results Daily: L&T Technology Services 1. Friday Takeaway—delving a little deeper into UK small caps: 9 Jan 2026 The developer of an AI platform for transport corridor analytics has announced that significant new customer contracts have been signed in the USA, Europe and APAC, which are all expected to be expanded. On 17 November, a new contract was announced with V/Line, the statutory authority that operates regional passenger train services in the Northern Corridor and Western Corridor of Australia, totalling 820kms of mainline track and passing loops. The initial contract is for an eight-week rail corridor data capture program using Cordel's Rugged LiDAR, (Light Detecting and Ranging) sensing technology hardware, including high-resolution video aligned to the customer's network model with precise locational information. 2.

Sensex, Nifty Poised For A Firm Opening; Reliance, HDFC Bank, ICICI Bank, RBL Bank, Dixon Stocks Are In Focus

Equity

Indian conglomerate Reliance Industries reported a 14.3% rise in profit while Jio’s profit grew 12.8%  

L&T Technology Services Targets $2 Billion Revenue In ‘Medium Term’ 

Backed by global ER&D growth, the company intends to scale across mobility, sustainability, and technology verticals

L&T Tech Gains On Solid Q1: AI Push, Large Deals And Firm Margins Show Long-Term Play, Says SEBI RA 

LTTS maintained stable EBIT margins and net profit in Q1, while advancing its AI patent portfolio and expanding its global delivery centers. 

Trading Radar For July 17: SBI, Tech Mahindra, Indian Hotels, Angel One, and Hindustan Zinc Are On The Watchlist

Axis Bank, Wipro, and Jio Financial are among the many companies  expected to report their quarterly earnings later in the day.

July Stock Themes: SEBI RA Rohit Mehta Flags Renewables, Pharma, Infra Sectors For Big Rotations

India's clean energy push, pharma transformation, and record capex plans are drawing investor focus heading into July, with key beneficiaries emerging across all three sectors. 

L&T Technology Services Ltd. engages in engineering and technology consulting services. It offers design. Development, and sustenance services across products and processes. It operates through the following segments: Mobility, Sustainability, and Tech. The Mobility segment refers to automotive, aerospace engineering, rail transportation, and trucks and off-highway vehicles. The Sustainability segment involves discrete manufacturing and industrial products. The Tech segment pertains to public infrastructure and smart cities, software, and platforms. The company was founded by Anil Kumar Manibhai Naik on June 14, 2012 and is headquartered in Vadodara, India.

Current Price	3,275.00
Prev Close	3,169.40
Open	3,200.00
Dividend Yield	1.86%
50-Day Moving Average	3,427.94
Beta	-0.00
Avg. Volume	55,685.00
PE Ratio	26.26

52-Week High	4,726.00
52-Week Low	3,010.00
Market Capitalization	337.01B
EPS (Annual)	120.72
Price to Book	5.32
Revenue Per Employee	4.55M

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