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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas quarterly results are the main focus: earnings and revenue narrowly beat expectations, but traders are debating the sharp declines in operating income and free cash flow as shares move higher. Some attribute the bullish reaction to SpaceX merger speculation, though a deal remains uncertain.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas quarterly results are driving attention: traders are cheering strong revenue and ad growth and an upbeat outlook, while many attribute the reported earnings shortfall to a one-time legal charge. Debate centers on rising AI spending, cash burn and planned nonvoting share issuancebulls see investment in future AI growth, while bears worry about returns and dilution.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Researchs earnings report is driving attention: traders cite a quarterly beat, but shares sold off as investors weigh whether the outlook and guidance can justify high expectations. Some see the pullback as a buying opportunity, while others view it as a sell-the-news reaction and remain cautious about valuation and peak-demand risks.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBMs quarterly results beat revenue and earnings expectations, and the company raised its full-year free-cash-flow outlook, prompting a positive share reaction. Traders welcomed the stronger cash-flow guidance but debated weak mainframe sales, softer consulting, and narrower-than-expected margins.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELH is drawing attention amid continued share-price weakness and concerns about slowing core Celsius sales, Nielsen trends, and margin pressure; traders are watching upcoming earnings for evidence of a turnaround. Bulls point to Alani Nu growth and insider purchases, while talk of a Pepsi buyout remains speculation.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is drawing attention as an AI data-center power play after comments that electricity and cooling are bottlenecks to AI expansion, reinforced by fuel-cell project news and anticipation of Q3 results. Bulls see demand supporting growth, while skeptics point to the premium valuation and warn that earnings could bring more volatility or a sell-the-news reaction.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

Discussion centers on reports that the Navy halted further purchases of BlackSeas GARC drone boats, prompting a steep selloff in AVEX. Bears view the loss as a serious blow to the acquisition and contract outlook, while bulls argue GARC is only one part of the business and point to other Navy programs and potential contract remedies.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

SLV is drawing attention amid a steep, volatile pullback in silver, with traders debating whether the selloff will continue or has reached support. Some attribute pressure to rising yields and a stronger dollar, while claims of deliberate shorting remain speculation; dip buyers point to inflation concerns and industrial demand.

Helus Pharma, Inc. operates as a clinical-stage biopharmaceutical company on a mission to create safe and effective psychedelic-based therapeutics to address the large unmet need for new and innovative treatment options for people who suffer from mental health conditions. It is currently developing CYB003, a proprietary deuterated psilocybin analog for the treatment of major depressive disorder and CYB004, a proprietary deuterated DMT molecule for generalized anxiety disorder and has a research pipeline of investigational psychedelic-based compounds. The company was founded by Paul Glavine, Eric So, and John Kanakis on October 13, 2016 and is headquartered in Toronto, Canada.

Helus Pharma Inc.

Attention centers on Helus Pharmas investor presentation and the pending Phase 3 HLP003 readout for major depressive disorder, expected in Q4 2026. Traders are split between optimism about the programs earlier results and concern about whether efficacy will hold up in Phase 3, with financing needs and volatile price action adding to the debate.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas rally is centered on the full Phase 3 INTerpath-001 melanoma vaccine data at ESMO, with traders focused on the magnitude and durability of benefit after the trial met key endpoints. Bulls see the cancer-vaccine pipeline as a major growth opportunity and point to squeeze momentum, while skeptics argue the run-up has outrun fundamentals and could reverse on a sell-the-news reaction.

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Schwab Strategic Trust - Schwab US Aggregate Bond ETF

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Hold rates steady

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