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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 include BCG-unresponsive papillary-only bladder cancer, broadening its eligible patient population and prompting traders to tout the decision as validation of the drug and a potential boost to sales. Reactions are mixed on the stocks muted response: many expect further gains and watch for BCG-naive trial updates, while others cite a possible sell-the-news reaction and concerns about valuation and dilution; claims of short-driven price suppression remain speculation.

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 centered on fears that its heavy borrowing and falling bond prices could make it harder to finance its AI data-center expansion, amid broader concerns about the sustainability of AI infrastructure spending. Traders are split between buying the dip on continued AI demand and its backlog, and warning that financing pressure could threaten the business.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is under pressure amid a broader selloff following hotter-than-expected inflation data, while traders also debate the market and energy-cost fallout from the Iran conflict and Trumps policies. Most of the discussion is bearish and questions the companys fundamentals, though some traders see the decline as a buying opportunity.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

A steep selloff, alongside broader weakness in small-cap and drone stocks, has fueled debate over dilution, cash burn, and heavy short positioning. Bulls point to the Palantir-backed Regna AI venture and defense business expansion, while skeptics question whether growth and orders will translate into profitable returns for shareholders.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Hot inflation data and a broad semiconductor selloff are weighing on SOXL, with traders also citing concerns about AI valuations and Chinese chip competition; the funds 3x leverage amplifies the moves. The community is split between buying the dip on confidence in chip demand and warning that selling pressure may continue despite strong company results.

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 is selling off with other neocloud stocks as Gartners warning about potential impairment in AI infrastructure spending and CoreWeaves rising borrowing costs fuel concerns about the sectors funding and long-term viability; hot inflation data is adding pressure to growth stocks. Traders are split between fears of an AI infrastructure bubble and debt-driven strain, and dip-buyers who argue Nebius is better positioned and AI demand remains strong.

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

Rocket Labs decision to push Neutrons first launch into 2027 after finding manufacturing defects in a carbon-composite tank component is driving the discussion and selloff. Traders are split between viewing the setback as a serious execution and valuation concern that delays growth, and calling the reaction excessive because the company is prioritizing reliability and says it has addressed the production issue.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

HOODs sharp selloff is drawing attention amid broad risk-off trading and analyst caution ahead of earnings, with traders pointing to Wells Fargos target cut and a reported Wolfe Research downgrade. Bears fear further downside, while some investors view the decline as overdone and are buying the dip.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

ASTS is under heavy selling pressure amid concerns that BlueBird deployment could slip, with traders focused on the lack of confirmed launch dates and SpaceX/Starlinks expanding direct-to-phone ambitions. Bears question execution and competitive positioning, while bulls call the selloff excessive and point to carrier partnerships and future launches.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Record quarterly results and a stronger outlook are prompting debate as TSM shares fall with the broader semiconductor selloff. Many traders view the results as evidence that AI-chip demand remains strong, while others argue the good news was priced in and remain concerned about AI spending, high valuations, and margin pressure.

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$NET Great company and growth metrics but the stock&#39;s current valuation is priced for perfection, with zero room for error.

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Cloudflare Inc

 Great company and growth metrics but the stock's current valuation is priced for perfection, with zero room for error.

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@MakeIGVGreatAgain When a stock trades at over 40 times sales, a company cannot just &quot;beat&quot; expectations—it must obliterate them. Even if Cloudflare meets its freshly upgraded full-year 2026 guidance ($2.864–$2.870 billion), any subsequent guide down or macro deceleration exposes the stock to severe multiple compression. High stock-based compensation and ongoing GAAP net losses also dilute cash flow quality, prompting heavy insider selling ($710.6M sold in the past 12 months with zero insider buys).

 When a stock trades at over 40 times sales, a company cannot just "beat" expectations—it must obliterate them. Even if Cloudflare meets its freshly upgraded full-year 2026 guidance ($2.864–$2.870 billion), any subsequent guide down or macro deceleration exposes the stock to severe multiple compression. High stock-based compensation and ongoing GAAP net losses also dilute cash flow quality, prompting heavy insider selling ($710.6M sold in the past 12 months with zero insider buys).