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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

A post-earnings selloff is driving attention after IRENs revenue miss, large legacy bitcoin-mining equipment write-down, and concerns about heavy AI-infrastructure spending, execution, and potential dilution. Traders are divided: bears question management and near-term cash flow, while bulls view the charge as transitional and emphasize contracted AI-cloud demand and future growth.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

A post-earnings selloff is drawing attention after Marvell delivered a modest beat and raised its multi-year outlook, but investors focused on near-term gross-margin compression and the view that much of the Google custom-AI opportunity was already reflected in guidance, with larger benefits arriving later. Traders are divided between bears citing elevated valuation and weaker near-term upside and bulls viewing the decline as an overreaction to a still-strong AI infrastructure and custom-silicon outlook.

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

A sharp selloff across AI and data-center stocksamplified by negative reactions to IRENs earnings and higher Treasury yields amid geopolitical and inflation concernsis driving attention. Traders are divided between blaming sector-wide, macro-driven de-risking and viewing the decline as an opportunity, citing Applied Digitals contracted AI-infrastructure backlog while awaiting further company updates.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Hawkish signals from Fed Chair Kevin Warshs Jackson Hole speech and rising rate-hike concerns are driving a post-earnings selloff in NVIDIA and other technology shares. Traders are divided between viewing the decline as profit-taking, options-related pressure and a healthy pullback, versus arguing that elevated AI valuations and Nvidia-linked financing raise broader bubble concerns.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

SpaceXs request for FCC scrutiny of Rocket Labs proposed Iridium acquisition has focused attention on spectrum-related regulatory risk and merger uncertainty. Traders debate whether the filing threatens the deal or merely widens merger-arbitrage spreads, while some also blame ongoing dilution and delayed Neutron milestones for the stocks weakness.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermis first anchor-customer lease with TensorWave and a new Hillcore power alliance have put its AI data-center and behind-the-meter power strategy in focus. Traders remain divided, with bulls emphasizing commercial validation and expansion potential while bears point to the undisclosed Tier 1 guarantor, pre-revenue status, financing needs, execution risk, and the stocks sharp decline despite the announcements.

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

ImmunityBios completion of the first German labeling and packaging run for Anktiva is driving attention, with traders viewing it as a concrete step toward European commercialization and future international revenue. Bullish participants expect broader launches and institutional or short-covering demand, while skeptics question the rollouts pace, near-term revenue impact, cash burn, and pending U.S. label expansion.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Warrant redemption-related dilution and selling pressure, compounded by weakness across AI infrastructure stocks, are driving BRUNs sharp decline and intense discussion. Traders remain divided between viewing the post-earnings GPU-cloud growth, NVIDIA partnership, and contracted demand as intact long-term catalysts versus concerns about share supply, future capital needs, and execution risk.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

A weaker-than-expected earnings reaction is driving attention, with traders focusing on Navitas sizable losses, limited realized AI revenue, valuation, and potential dilution despite a revenue beat and stronger forward guidance. Bulls remain focused on the long-term GaN/SiC AI data-center opportunity, while bears question execution and the timing of customer contracts.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

A Ninth Circuit ruling that sports event contracts are not swaps under federal law is being viewed as a setback for Kalshi and a potential advantage for DraftKings expanding Predictions business ahead of NFL season. Bulls see prediction markets and broader state reach as major growth drivers, while bears remain focused on regulatory uncertainty, competition, promotional spending, and profitability concerns.

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