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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending as investors react to the company's proposed $3 billion convertible senior notes offering, which triggered a sharp sell-off despite earlier optimism surrounding its new multi-rack Nvidia Vera Rubin NVL72 cluster deployment. While some traders view the offering as necessary capital for continued infrastructure buildout, many others are expressing frustration over the timing and perceived dilution.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovance Biotherapeutics is trending as traders speculate on positive guidance updates and upcoming lung cancer trial data, following recent healthcare conference appearances that highlighted the company's clear path to profitability and strong commercial momentum. The community remains largely bullish, focusing on the company's solid tumor platform and the potential for long-term value as it approaches clinical milestones.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending amid increased volatility in the AI infrastructure sector, driven by investor concerns over potential industry regulation and comments from AI leaders regarding the pace of development. While some traders express apprehension about macro headwinds and interest rate pressures, others maintain a bullish outlook based on the company's multi-billion dollar contracted backlog and the long-term necessity of data center infrastructure.

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Traders are actively debating the market's resilience following a 25-basis-point interest rate hike and a hawkish outlook from the Federal Reserve. While some investors view the rapid overnight recovery as a bull trap or a sign of market manipulation, others see it as a validation of the economy's strength, leading to significant uncertainty and disagreement regarding whether the trend will continue or reverse.

Generac Holdings, Inc. engages in the business of designing and manufacturing energy technology solutions. It operates under the Domestic and International segments. The Domestic segment includes the legacy Generac business and the acquisitions that are based in the United States and Canada. The International segment focuses on Generac business' Latin American export operations. The company was founded in 1959 and is headquartered in Waukesha, WI.

Generac Holdings Inc

Generac shares surged following a long-term agreement to supply backup power generators for Amazon's data centers, a deal with a total potential value of up to $8 billion. Traders and analysts are reacting positively to this new growth catalyst for AI infrastructure, though some debate the long-term impact of associated warrant issuance and the potential for near-term volatility.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

The conversation is dominated by intense speculation regarding the timing of the 80th event for the REGAL trial, which the company has committed to announcing once reached. Traders are debating whether the ongoing delay signals superior efficacy due to long-term patient survival or reflects underlying trial issues, while many suggest a quiet period indicates advanced buyout negotiations.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending as the community reacts to the recent unveiling of its new Specs augmented reality glasses and AI-powered intelligence assistant. While some traders express optimism regarding the company's long-term pivot toward enterprise applications and hardware, others remain skeptical due to the high price point of the device, ongoing litigation risks, and historical concerns over monetization.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group shares are gaining momentum following the company's announcement of an upcoming 20% price increase for its on-demand GPU compute services. While some traders express caution over the broader economic environment and interest rate concerns, many remain bullish, interpreting the pricing power as a clear indicator of sustained, high demand for AI infrastructure.

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 surging as the community reacts to its scheduled inclusion in the S&P 500, with many traders anticipating forced institutional buying and sustained momentum. The discussion is further fueled by strong enthusiasm for its role in the AI data center power buildout, supported by recent bipartisan legislation that encourages data centers to self-fund their energy infrastructure.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending as investors react to a new Overweight initiation from Wells Fargo, which includes a bullish price target and positive sentiment regarding the company's contracted power capacity and brownfield development strategy. Traders are also actively debating the company's long-term valuation in the context of broader AI data center demand versus ongoing concerns about macroeconomic pressures and insider selling activity.

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Alseres Pharmaceuticals, Inc. is a biotechnology company, which engages in the development of diagnostic and therapeutic products for disorders in the central nervous system. The company was founded on May 18, 1992 and is headquartered in Auburndale, MA.

Alseres Pharmaceuticals Inc

A - Strong, decisive leadership

B - Solid, but room to improve

C - Mixed, still figuring it out

D/F - Poor communication and execution

Kevin Warsh has served as Federal Reserve Chair since May 2026, following one of the most divisive Senate confirmations in Fed history, and just delivered the Fed's first rate hike since 2023. How do you grade Kevin Warsh's performance as Fed chair so far? Vote and explain your reasoning in the comments.

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