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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 opportunities, coincided with a breakout to fresh highs. Bulls celebrate the momentum and speculate about a short squeeze, while skeptics warn that the valuation is stretched and the rally could reverse.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Repeated analyst price-target cuts amid a steep pullback are driving debate over APPs valuation and volatile price action. Bulls cite the companys cash generation and ad-growth potential and are watching for a recovery into Q3 earnings, while others remain wary of further downside and legal concerns.

Dog (Bitcoin) is a fully decentralized memecoin on the Bitcoin blockchain, backed by a community dedicated to onboarding millions of people to Bitcoin.  Dog is secured by the Bitcoin blockchain and exists on Bitcoin L1, marking a significant innovation compared to Bitcoin with just BTC. Dog is a Bitcoin Runes token with a minimal on-chain footprint, native to Bitcoin, and stored in UTXOs, just like Bitcoin.   What is the project about?  Dog does not do any paid promotion and is fully decentralized just like Bitcoin. Every influencer who chooses to post about Dog either received the airdrop or bought on secondary. Dog leverages the CC0 license to ensure that Dog is not owned by any single entity but rather by everyone. This had lead to the "DOG Army" independently creating art, apps, lotteries, plushies, websites, podcast, magazines, X account, IRL meetups, clothing lines, PFP collections, Telegram groups, and TikTok/Instagram about Dog.  What makes your project unique?  Dog was airdropped in the fairest memecoin launch ever. In early 2024, the Bitcoin Ordinals ecosystem came together in a full volunteer initiative that rewarded early adopters of the Ordinals Protocol. There was no team allocation, and 100% of the supply was airdropped for free. The airdrop algorithm favored neither whales nor influencers; it was determined by the community and made open-source for maximum transparency.

Dog (Bitcoin)

DOG, a Bitcoin-native Runes memecoin, is drawing attention through community promotion and dip-buying, with traders speculating that Bitcoin strength or Rune-related momentum could support a rebound. Skeptics counter that weak liquidity and volume, price declines, and limited exchange access make the bullish hype risky.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys partnership with Metas Muse to enable AI-agent purchases through Shop Pay is fueling interest, with bulls seeing a new commerce channel and skeptics questioning how quickly it can be monetized. Traders are also debating whether the sharp rally can continue amid volatility and resistance near recent highs.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

IBRXs high-volume rally is being linked by traders to founder Patrick Soon-Shiongs scheduled oncology fireside chat, where he is expected to discuss trial progress, as well as anticipation around bladder-cancer regulatory milestones. Speculation about a partnership, a connection to the NIH cancer-vaccine initiative, and a possible short squeeze is circulating, but those claims are unconfirmed.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics MSToronto presentation schedule is drawing attention, particularly the late-breaking oral presentation of initial azer-cel findings in progressive MS alongside BRIUMVI trial data. Traders see the presentation selection as encouraging, but emphasize that it is not proof of positive results and debate whether the pipeline catalysts will overcome the stocks choppy trading.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHounds steep decline to repeated 52-week lows is driving attention, with traders pointing to dilution and uncertainty over profitability and managements execution despite company expansion and partnership headlines. The community is split between expectations of further downside and speculation about a short squeeze, with many looking to the next earnings report for evidence of progress.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

Reports that Michael Burry disclosed a stake in QXO have sparked a rebound after a prolonged selloff, with traders speculating about short covering. Some see the move as a turning point, while others remain focused on pressure from high rates, soft housing and construction demand, and integrating recent acquisitions.

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

A reported NIH-backed push to accelerate personalized cancer vaccines is drawing attention to Mercks role in the field, including its V940 partnership with Moderna and promising melanoma-trial results. Traders see the initiative as supportive of Mercks oncology prospects, though some caution that a research push does not guarantee near-term revenue.

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 agreement to acquire Grain Managements 800 MHz spectrum has stoked fears that Starlink Mobile could become a stronger competitor to T-Mobile and other U.S. carriers, driving a sharp selloff in telecom shares. Traders disagree over whether the deal signals a serious long-term threat or an overreaction, citing the spectrums limits and the infrastructure needed to build a competing network.

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TSLA Stock Heads For Weekly Win: Dan Ives Sees Over 30% Upside From AI, UBS Calls Setup ‘Tactically Favorable’ 

Equity

Ives sees software, robotaxis, robotics, and energy storage driving Tesla’s growth beyond vehicles.

TSLA Eyes Worst Week In 2 Months As Q3 Delivery Numbers Loom — But Munster Bets On A Beat As 'EV Winter' Thaws 

Musk also said Tesla cut AI5 RAM to 72 GB and AI6 to 144 GB to scale Optimus production.

TSLA Stock Eyes Red September: Cathie Wood Buys Ahead Of Q3 Update As Tesla Bear Flags Funding Pressure

Investor and influencer Sawyer Merritt highlighted Tesla’s costly factory ambitions, while Fitch expects several years of negative free cash flow and rising leverage.

TSLA Stock Slides As Retail Turns Cautious Ahead Of Q3 Deliveries — But Musk’s Terafab Is Moving Fast 

SemiAnalysis said concrete is being poured at Musk’s Terafab site and projected equipment move-in around mid-2028.

TSLA Stock Hits Nearly 3-Week High: Nvidia Win Adds Muscle To ‘Physical AI’ Pivot Despite Optimus Delays 

Morningstar called Tesla a “believe-me story,” with its valuation hinging heavily on robotaxis, Optimus and other emerging businesses.

TSLA Trades About 20% Below Fair Value, Says Analyst — But Retail Stays Bearish Amid Cybercab Scrutiny, SpaceX Merger Buzz

Strategist Dave Sekera said Tesla’s “pendulum” swings create opportunities for traders while long-term holders can keep “some dry powder” to buy selloffs.

TSLA Stock Eyes Red Week: Ross Gerber Spots ‘Secret’ Waymo Army As Cybercab ‘Wastes Time’ Amid NHTSA Scrutiny

Waymo operates over 4,000 vehicles across 15 U.S. cities and completes more than 500,000 weekly rides, far ahead of Tesla’s current robotaxi footprint.

Tesla, SpaceX Stocks Rise Overnight: Elon Musk Fuels Merger Speculation, ‘Hints’ At Action Amid ‘Close Collaboration’ 

Jefferies sees strategic logic in a deal and estimates Musk could retain 55.3% voting control without a merger premium.

TSLA Stock Rises Premarket On Global Blitz — Cybercab In Japan, Hotter Model Y In China, Powershare In US 

Tesla launched China’s fifth and most expensive Model Y variant, with the Performance model starting at 369,000 yuan ($54,450).

TSLA Slides Premarket As Cybercab Event Draws ‘Bust’ Call — Ross Gerber Says SpaceX Merger Could Create A ‘Must-Have’ Investment 

Analyst Gene Munster predicted Tesla would add 300 Cybercabs in Austin over the next month, calling it “just the start.”

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