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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 upgrade to Buy, citing Palantirs sovereign-AI and customized-software opportunity, is fueling attention alongside the stocks move to new highs. Bulls are celebrating the breakout and speculating about short-covering, while bears 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

T-Mobile shares are under pressure after SpaceX agreed to acquire low-band spectrum to expand Starlink Mobile and potentially compete with wireless carriers. Traders are split between viewing the move as a long-term competitive threat and calling the selloff an overreaction given the infrastructure and time needed to challenge established networks.

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.

SpaceXs planned low-band spectrum acquisition for Starlink Mobile has fueled concerns that it could eventually compete with Verizon and pressure the wireless business, contributing to the sharp selloff. Traders are divided: some see the threat as distant given the infrastructure and regulatory hurdles and view the decline as an overreaction, while others worry about future customer losses and pricing pressure.

BioNTech SE operates as immunotherapy company, which engages therapies for cancer and other serious diseases. Its product pipeline include BNT162b2, BNT161, BNT164, FixVac, iNeST, RiboMabs, CAR-T Cells, TCRs and Next-Gen CP Immunomodulators. The company was founded by Christopher Huber, Oezlem Tuereci, and Ugur Sahin on June 2, 2008 and is headquartered in Mainz, Germany.

BioNTech SE - ADR

A reported NIH push to accelerate personalized cancer-vaccine research has lifted vaccine and biotech shares, with traders linking BioNTechs oncology pipeline to the sector rally. Some see BNTX as a sympathy play, while others complain it has lagged Modernas stronger move.

Cardano is a blockchain platform built on academic research that enables smart contracts and decentralized applications while using significantly less energy than traditional cryptocurrencies like Bitcoin.   What sets Cardano apart is its methodical, research-driven approach — every major feature is peer-reviewed by scientists and cryptographers before being added to the network. This careful process aims to create a more secure and stable foundation compared to platforms that prioritize speed over thorough testing. The platform's native cryptocurrency, ADA, is used to send money, pay transaction fees, and participate in network governance.  Cardano uses a proof-of-stake system to process transactions, which works differently from Bitcoin's mining approach. Instead of competing to solve complex puzzles, users can "stake" their ADA — essentially locking it up temporarily — to become validators who verify transactions. The system selects validators based on how much ADA they've staked and for how long, then rewards them with additional ADA for their participation. This approach uses far less energy than traditional mining while keeping the network secure. The platform also features a two-layer design that separates basic payment transactions from smart contract operations, allowing each function to be optimized independently for better performance.   ADA holders can earn staking rewards by locking up their tokens to help secure the network, vote on proposed changes to the platform, and use ADA for international money transfers with lower fees than traditional services.  Cardano was founded in 2017 by Charles Hoskinson, who previously helped create Ethereum. Hoskinson leads Input Output Global (IOG), the technology company that builds and maintains Cardano's core software. The ecosystem operates through three organizations: IOG handles technical development, the Cardano Foundation promotes adoption and standardization, and Emurgo helps businesses integrate blockchain technology into their operations. This structure distributes responsibilities across multiple groups rather than concentrating control in a single entity.   In February 2025, major asset manager Grayscale Investments filed to create an exchange-traded fund (ETF) for Cardano with the U.S. Securities and Exchange Commission, which would allow traditional investors to buy ADA through their regular brokerage accounts without needing to set up cryptocurrency wallets.

Cardano

ADAs rebound has sparked breakout and altcoin-rotation chatter, with bullish traders citing partnership and adoption developments and anticipating further gains. Others see the move as a short-lived pump, pointing to ADAs past underperformance and uncertain crypto-market direction.

Polkadot is a platform that allows diverse blockchains to transfer messages, including value, in a trust-free fashion; sharing their unique features while pooling their security. In brief, Polkadot is a scalable heterogeneous multi-chain technology.  Polkadot is heterogeneous because it is entirely flexible and makes no assumption about the nature or structure of the chains in the network. Even non-blockchain systems or data structures can become parachains if they fulfill a set of criteria.  Polkadot may be considered equivalent to a set of independent chains (e.g. a set containing Ethereum, Ethereum Classic, Namecoin and Bitcoin) except with important additions: pooled security and trust-free interchain transactability.  Many of the native parachains of Polkadot will be written using a Polkadot Runtime Environment SDK (e.g. Parity Technologies' Substrate).

Polkadot

DOTs sharp rebound toward the $1.30 resistance level has prompted technical breakout and short-squeeze speculation, with some traders pointing to Polkadot developments such as dotUSD and tokenomics changes as supporting context. Others see the move as a relief rally and remain bearish, citing DOTs steep longer-term decline and concerns about adoption and demand.

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

STRKs sharp rally and elevated volume have focused attention on Starknets privacy and Bitcoin DeFi developments, alongside its post-quantum security ambitions and possible shift toward an independent Layer 1. Traders are largely bullish on the momentum and technology narrative, while some remain wary of token unlocks and the risk that the move is a short-lived pump.

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 for a breakout to record highs as traders point to continued momentum in software stocks and interest in AI-related observability. Bulls see the move as a continuation, while some traders warn that the valuation is stretched and watch for a reversal.

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 is drawing attention amid concerns that elevated oil and jet-fuel costs, alongside uncertainty around Iran and the Strait of Hormuz, could pressure airline margins. Traders also debate whether short-selling and shares left over from the substantial issuer bid are outweighing buyback support, while bulls point to Aeroplans value and further repurchases as counterpoints.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

Mercks shares are drawing attention after its partnered personalized cancer vaccine with Moderna met Phase 3 recurrence-free and distant metastasis-free survival endpoints when combined with Keytruda, prompting optimism about oncology pipeline potential. Traders are debating whether the enthusiasm is justified before full results and overall-survival data, with Keytrudas approaching patent expiration also in focus.

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Marksans Pharma Gets USFDA Nod for Generic Tessalon Capsules

… infections. The approval strengthens Marksans Pharma ’s portfolio in the U.S … in the respiratory segment. Marksans Pharma Limited, headquartered in Mumbai, … manufacturing, and marketing of generic pharmaceutical formulations across global markets. The …

Marksans Pharma arm gets marketing nod for Cetirizine Dihydrochloride 1 mg/ml Oral Solution in UK

Mumbai: Marksans Pharma Limited has announced that its … mg Film-coated Tablets). Marksans Pharma Limited, headquartered at Mumbai, India … , manufacturing & marketing of generic pharmaceutical formulation in the global markets …

Brief Healthcare: IZOZF: Initiating Coverage: Breakthrough Technology for Breast Cancer Screening and more

In this briefing: IZOZF: Initiating Coverage: Breakthrough Technology for Breast Cancer Screening Fortis Healthcare Ltd - Strong Quarter with Margin Expansion Biocon Ltd - Resilient Momentum in Biosimilars Driving Growth The Beat Ideas: Marksans Pharma - USFDA's 'Zero Observation' Unlocks ₹3,000 Crore Goa Potential GENOVA (9341 JP): 1H FY03/26 flash update 1. IZOZF: Initiating Coverage: Breakthrough Technology for Breast Cancer Screening Izotropic is a medical device company that has developed an innovative machine that will allow for women to have more accurate and comfortable screenings for breast cancer. For years, women with dense breasts have had cancers missed or have had to undergo additional, expensive tests. With the Izotropic machine, costs for insurance companies will go down, accuracy will be greatly increased, and comfort will improve. 2. Fortis Healthcare Ltd - Strong Quarter with Margin Expansion Strong Revenue Growth Driven by Hospitals Segment: The Fortis Hospitals segment posted revenue of Rs 2,331 Cr, up 17.3% YoY and 7.6% QoQ, driven by the Hospital segment, which has reported 19.3% YoY growth, along with moderate growth in the Diagnostic Arm.

Brief Healthcare: Fortis Healthcare Ltd - Strong Quarter with Margin Expansion and more

In this briefing: Fortis Healthcare Ltd - Strong Quarter with Margin Expansion Biocon Ltd - Resilient Momentum in Biosimilars Driving Growth The Beat Ideas: Marksans Pharma - USFDA's 'Zero Observation' Unlocks ₹3,000 Crore Goa Potential GENOVA (9341 JP): 1H FY03/26 flash update Pfizer and Novo Nordisk’s $10bn battle over weight-loss drugs 1. Fortis Healthcare Ltd - Strong Quarter with Margin Expansion Strong Revenue Growth Driven by Hospitals Segment: The Fortis Hospitals segment posted revenue of Rs 2,331 Cr, up 17.3% YoY and 7.6% QoQ, driven by the Hospital segment, which has reported 19.3% YoY growth, along with moderate growth in the Diagnostic Arm. Stable ARPOB and Occupancy: ARPOB stood at Rs 68,800, marking a 5.9% YoY increase, while occupancy rose to 71% (up 100 bps QoQ), supported by a 13% YoY growth in occupied bed days. EBITDA margin expanded to 23.9%, up 200 bps YoY and 120 bps QoQ. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Brief India: RITES Ltd - Strong Orderbook to Drive Growth and more

In this briefing: RITES Ltd - Strong Orderbook to Drive Growth Biocon Ltd - Resilient Momentum in Biosimilars Driving Growth Telecom Industry Snapshot- September 2025: Jio and Airtel Drive Data-Led Growth UPI’s Next Act: How Credit Lines Could Reshape India’s Retail Lending Landscape The Beat Ideas: Marksans Pharma - USFDA's 'Zero Observation' Unlocks ₹3,000 Crore Goa Potential 1. RITES Ltd - Strong Orderbook to Drive Growth Strong Order Book: In Q2FY26, the company secured over 150 new orders worth Rs 851 Cr, taking the total order book to Rs 9,090 Cr and ensuring strong revenue visibility for the next 2–2.5 years. Notably, 34% of the order book comprises the high-margin consultancy segment, underscoring its profitability profile. Backed by a robust pipeline and increasing opportunities across the infrastructure space, the company remains well-positioned to deliver sustainable long-term growth. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Brief Growth Ideas: BMP [BUY +20.3%] - 2026F Earnings to Hit New Record High on Weak Input Costs and more

In this briefing: BMP [BUY +20.3%] - 2026F Earnings to Hit New Record High on Weak Input Costs GAS [BUY +25.0%] - Strong Volume Recovery to Boost 2026 Core NPAT KDH [BUY +42.2%] - Strong Land Bank Monetization to Boost Earnings Growth Silergy (6415.TT): 4Q25 Flat or Slightly Upside; Early Gen4 Yields Remain Non-Comparable. The Beat Ideas: Marksans Pharma - USFDA's 'Zero Observation' Unlocks ₹3,000 Crore Goa Potential 1. BMP [BUY +20.3%] - 2026F Earnings to Hit New Record High on Weak Input Costs We upgrade our rating for BMP to BUY from OUTPERFORM and raise our target price (TP) by 24% to VND192,500/share. The share price has risen 14% over the past two months. Our higher TP is due to (1) rolling our TP forward to end-2026 and (2) raising our 2026-30F NPAT-MI forecasts by ~20% each year. The higher earnings forecast is mainly driven by our higher GPM forecasts of ~3.5 percentage points each year during this period, respectively. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Brief Growth Ideas: KDH [BUY +42.2%] - Strong Land Bank Monetization to Boost Earnings Growth and more

In this briefing: KDH [BUY +42.2%] - Strong Land Bank Monetization to Boost Earnings Growth Silergy (6415.TT): 4Q25 Flat or Slightly Upside; Early Gen4 Yields Remain Non-Comparable. The Beat Ideas: Marksans Pharma - USFDA's 'Zero Observation' Unlocks ₹3,000 Crore Goa Potential Primer: Tracxn Technologies (TRACXN IN) - Nov 2025 Primer: Hyundai Engineering (064540 KS) - Nov 2025 1. KDH [BUY +42.2%] - Strong Land Bank Monetization to Boost Earnings Growth We reiterate our BUY rating for KDH and raise our target price (TP) by 3% to VND48,500/share. Our higher TP is mainly driven by a higher valuation for Binh Trung Dong, increased book value for undisclosed pipeline, and rolling our TP horizon forward to end-2026. We forecast 2025F NPAT-MI of VND1.04tn (USD39.5mn; +29% YoY; +1% vs prior), with Q4 2025F NPAT-MI of VND484bn (USD18mn; 2x QoQ and +22% YoY), driven by continued handovers of presold low-rise units at ‘Gladia by the Waters’ (11.8 ha; JV with Keppel; KDH 51%). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Brief Equities Bottom-Up: KDH [BUY +42.2%] - Strong Land Bank Monetization to Boost Earnings Growth and more

In this briefing: KDH [BUY +42.2%] - Strong Land Bank Monetization to Boost Earnings Growth Silergy (6415.TT): 4Q25 Flat or Slightly Upside; Early Gen4 Yields Remain Non-Comparable. Coupang: Facing Increasing Risk of a Potential Ban on Early Dawn Deliveries - Number One Risk Factor Topline Flash Note: Bank of Punjab (BOP): Corporate Briefing Key Takeaways The Beat Ideas: Marksans Pharma - USFDA's 'Zero Observation' Unlocks ₹3,000 Crore Goa Potential 1. KDH [BUY +42.2%] - Strong Land Bank Monetization to Boost Earnings Growth We reiterate our BUY rating for KDH and raise our target price (TP) by 3% to VND48,500/share. Our higher TP is mainly driven by a higher valuation for Binh Trung Dong, increased book value for undisclosed pipeline, and rolling our TP horizon forward to end-2026. We forecast 2025F NPAT-MI of VND1.04tn (USD39.5mn; +29% YoY; +1% vs prior), with Q4 2025F NPAT-MI of VND484bn (USD18mn; 2x QoQ and +22% YoY), driven by continued handovers of presold low-rise units at ‘Gladia by the Waters’ (11.8 ha; JV with Keppel; KDH 51%).

Brief India: UPI’s Next Act: How Credit Lines Could Reshape India’s Retail Lending Landscape and more

In this briefing: UPI’s Next Act: How Credit Lines Could Reshape India’s Retail Lending Landscape The Beat Ideas: Marksans Pharma - USFDA's 'Zero Observation' Unlocks ₹3,000 Crore Goa Potential Capillary Technologies India IPO- Forensic Analysis Primer: Tracxn Technologies (TRACXN IN) - Nov 2025 Shadowfax Technologies Pre-IPO Tearsheet 1. UPI’s Next Act: How Credit Lines Could Reshape India’s Retail Lending Landscape RBI and NPCI are rolling out the Credit Line on UPI (CLOU) , allowing instant digital credit within UPI apps- effectively merging payments and lending. CLOU leverages India’s most trusted digital infrastructure to expand formal credit access , especially for new-to-credit consumers , and could be the foundation for a data-driven lending model. By combining UPI Credit Lines with a forthcoming Digital Payment Score (DPS) , India may transition from a payments-led to a credit-led digital economy - redefining financial inclusion and retail lending economics. 2. The Beat Ideas: Marksans Pharma - USFDA's 'Zero Observation' Unlocks ₹3,000 Crore Goa Potential Marksans Pharma's new, capacity-doubling Goa facility (acquired from Teva) just received a ' Zero 483 Observation' clearance from the USFDA , completely de-risking its largest-ever capex.

Brief Growth Ideas: Silergy (6415.TT): 4Q25 Flat or Slightly Upside; Early Gen4 Yields Remain Non-Comparable. and more

In this briefing: Silergy (6415.TT): 4Q25 Flat or Slightly Upside; Early Gen4 Yields Remain Non-Comparable. The Beat Ideas: Marksans Pharma - USFDA's 'Zero Observation' Unlocks ₹3,000 Crore Goa Potential Primer: Tracxn Technologies (TRACXN IN) - Nov 2025 Primer: Hyundai Engineering (064540 KS) - Nov 2025 Primer: Zedcor (ZDC CN) - Nov 2025 1. Silergy (6415.TT): 4Q25 Flat or Slightly Upside; Early Gen4 Yields Remain Non-Comparable. 4Q25 seasonal outlook? Silergy expects flat to slightly up QoQ, similar to past years. Silergy does see consolidation, and given its stronger financials, product breadth, and R&D capabilities, the company remains a top supplier and will continue to gain share. Will 1H next year be better than 2H this year?Hard to say because of Chinese New Year seasonality.We expect YoY growth, but not strong yet. 2. The Beat Ideas: Marksans Pharma - USFDA's 'Zero Observation' Unlocks ₹3,000 Crore Goa Potential Marksans Pharma's new, capacity-doubling Goa facility (acquired from Teva) just received a ' Zero 483 Observation' clearance from the USFDA , completely de-risking its largest-ever capex.

Marksans Pharma Ltd. engages in the research, manufacture, marketing, and sale of pharmaceutical formulations. Its product portfolio includes tablets, hard capsules, soft gelatin capsules, oral liquids, and ointments. It operates through the following geographical segments: US and North America, Europe and UK, Australia and New Zealand, India, and Rest of World. The company was founded by Mark Bosco Saldanha on April 16, 1992 and is headquartered in Mumbai, India.

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