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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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TherapeuticsMD Announces Second Quarter 2026 Financial Results

TherapeuticsMD, Inc. (TherapeuticsMD or the Company) (NASDAQ: TXMD), a company that owns rights to pharmaceutical royalties, today reported financial results for the three months ended June 30, 2026. Second Quarter 2026 Financial Results Net Income from Continuing Operations Net income from...

TherapeuticsMD Announces First Quarter 2026 Financial Results

TherapeuticsMD, Inc. (TherapeuticsMD or the Company) (NASDAQ: TXMD), a company that owns rights to pharmaceutical royalties, today reported financial results for the three months ended March 31...

TherapeuticsMD Announces Full Year 2025 Financial Results

TherapeuticsMD, Inc. (TherapeuticsMD or the Company) (NASDAQ: TXMD), a company that owns rights to pharmaceutical royalties, today reported financial results for the full year ended December 31...

TherapeuticsMD (NASDAQ:TXMD) Director Tommy Thompson Buys 8,400 Shares

TherapeuticsMD, Inc. (NASDAQ:TXMD - Get Free Report) Director Tommy Thompson bought 8,400 shares of the company's stock in a transaction dated Tuesday, December 23rd. The shares were acquired at an...

TherapeuticsMD Announces Third Quarter 2025 Financial Results

TherapeuticsMD, Inc. (TherapeuticsMD or the Company) (NASDAQ: TXMD), a company that owns rights to pharmaceutical royalties, today reported financial results for the three months ended September 30...

TherapeuticsMD, Inc. operates as a pharmaceutical company. The firm engages in licensing pharmaceutical products and collecting royalties. Its brands include BIJUVA, IMVEXXY, and ANNOVERA. The company was founded by Robert G. Finizio and Brian A. Bernick in 1907 and is headquartered in Boca Raton, FL.

TherapeuticsMD Inc

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$TXMD main Pharma settled its patent lawsuit with Sun Pharma over  Imvexxy.  Maybe we see a pop, maybe we don’t ￼

H8ster

$TXMD For TXMD, I view the implications this way: 
- Positive for the IMVEXXY royalty stream. TXMD is a royalty company and IMVEXXY is one of the products licensed to Mayne. Pushing Sun's potential generic entry to late 2032 gives considerably more visibility to that revenue stream. TXMD's filings confirm that Mayne is responsible for enforcing these patents and paying the litigation costs. TherapeuticsMD Inc 
- IMVEXXY is growing. Mayne says prescriptions increased 6% and net sales increased 8% to $29.3 million for the 12 months ended June 30, 2026. FinanzNachrichten.de 
- But we're not completely out of the woods. There is still a separate Teva Paragraph IV challenge involving IMVEXXY. That litigation remains ongoing. Mayne Pharma 
- This settlement is separate from the Mayne-v.-TXMD financial disputes we've been following. It doesn't resolve the BDO working-capital issue or Mayne's Delaware lawsuit against TXMD. 
Got this from chatgpt

John

$TXMD I saw new documents from the court case. Can't seem to find them? Anyone have them. 9/8

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