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Hotter-than-expected inflation revived fears of further Fed rate hikes, while weakness in chip and AI-related stocks intensified the broad-market selloff. Traders are divided between viewing the decline as a buying opportunity and warning that AI financing concerns and persistent inflation could drive further losses.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Hotter-than-expected inflation revived fears of further Fed rate hikes and weighed on the tech-heavy Nasdaq, with chip and AI-linked stocks particularly weak. Traders are divided over whether the selloff is a buyable pullback or the start of a deeper unwind in the AI trade, citing concerns about financing and spending.

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

CoreWeaves sharp selloff is being driven by concerns that heavy borrowing and high financing costs leave it vulnerable if AI infrastructure spending fails to generate sufficient returns, amplified by Gartners warning that many neocloud providers may not survive independently. Traders are split between fears of financial distress and bankruptcy and dip-buying arguments that contracted demand, the companys backlog, and potential Nvidia support could help it weather the pressure.

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. 

A Gartner warning that more than 80% of independent neocloud providers could cease operating independently by 2030, combined with hot inflation data and renewed rate concerns, fueled a sharp selloff in AI infrastructure stocks including NBIS. Traders are split between fears that costly data-center expansion and tighter financing threaten the sector and views that Nebius is better positioned than debt-heavy peers and the decline is a buying opportunity.

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

Nvidia is under pressure alongside chip and AI stocks as hotter-than-expected inflation revived rate-hike concerns, while traders also debate whether AI infrastructure spending and debt among cloud providers are sustainable. Some view the selloff as a macro-driven pullback and buying opportunity; others see risks to the AI trade.

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

The FDA expanded Anktivas approval to cover BCG-unresponsive papillary-only bladder cancer, broadening its potential patient base. Traders largely welcomed the regulatory milestone but were frustrated by the muted share-price reaction; some see the news as already priced in or largely a formality, while others expect sales and analyst expectations to benefit, and the community is watching founder Patrick Soon-Shiongs upcoming trial discussion.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is under pressure amid a wider Korean and memory-stock selloff, as traders focus on fears that Chinese chipmaker CXMTs planned DRAM products could intensify competition, alongside foreign outflows and broader AI-market concerns. The community is divided: some see further downside, while others argue the competitive threat is premature and the decline overdone given SK Hynixs HBM position and AI demand.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is drawing attention amid a sharp selloff in AI and data-center stocks, with traders citing concerns about enterprise AI spending, server-demand timing and margins, alongside renewed scrutiny of an export-control case involving a former contractor. Bears see further downside and question management credibility, while bulls argue the legal case is not a charge against the company and view the decline and upcoming earnings as a buying opportunity.

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

AppLovins steep, persistent selloff and repeated analyst price-target cuts dominate discussion, with traders debating whether the decline signals weaker expectations or a buying opportunity given the companys growth and cash flow. The upcoming earnings report is a key test, while holders criticize managements silence and question whether results and guidance can improve sentiment.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

AMZNs choppy pullback is being debated against its AI and AWS growth story, with traders parsing Anthropic and OpenAI revenue updates alongside Amazons heavy AI spending. Bulls see strong demand and future AWS monetization, while bears worry that capex may outpace returns and pressure cash flow; some also point to broader market weakness.

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$LMT $RTX  $NOC $GD  all defense sector looks good!