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Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists patent-licensing and settlement agreement with Micron, which ends their pending legal disputes and provides multiyear payments, is driving attention and a sharp share-price gain. Many traders view it as validation of Netlists IP and anticipate a possible SK Hynix deal, while others question the agreements terms and say the market reaction has been underwhelming.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Penguin Solutions is drawing attention after reporting a strong quarterly earnings beat and raising its outlook, with traders citing growth in AI infrastructure and memory demand. The reaction is broadly bullish, though some traders question the valuation and warn that sharp post-earnings swings and profit-taking could continue.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHounds shares remain under pressure despite updates on OASYS Edge, Kia and restaurant deployments, prompting debate over whether the commercial momentum can translate into stronger financial results. Bulls point to high short interest and the upcoming earnings report as potential catalysts, while bears focus on dilution, stock-based compensation, continued losses and management execution.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

TEM is drawing attention after a sharp drop alongside biotech and genomics peers, with traders pointing to a sector-wide pullback and profit-taking after a strong run rather than a confirmed company-specific catalyst. The community is split between viewing the decline as a buying opportunity and waiting for the selling to settle.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Toshibas plan to roughly double HDD capacity for AI data centers has pressured WDC as traders worry added supply could erode market share and pricing power. The community is split between concerns about new competition and views that the selloff is overdone because the expansion will take time while AI-storage demand remains strong.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Reports that Seagate is bidding for TDKs HDD magnetic-head business, alongside Toshibas planned capacity expansion, have fueled concern that competition and uncertainty could erode HDD makers pricing power. Traders are split between viewing the developments as a threat to the supply-scarcity outlook and treating the selloff as an overreaction given persistent AI-storage demand and the time needed to ramp capacity.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

AEHR is drawing attention amid a sharp pullback and uncertainty over its earnings date: traders debate whether the apparent delay reflects a fiscal-calendar shift or poor communication, with some anticipating a rebound on an announcement and others turning bearish. The broader discussion weighs optimism about AI-chip testing demand and future orders against concerns about valuation, insider selling, and volatility.

Constellation Brands, Inc. engages in the production, marketing, and distribution of beer, wine, and spirits. It operates through the following segments: Beer, Wine and Spirits, Corporate Operations and Other, and Canopy. The Beer segment includes imported and craft beer brands. The Wine and Spirits segment sells wine brands across all categories-table wine, sparkling wine, and dessert wine-and across all price points. The Corporate Operations and Other segment refers to the costs of executive management, corporate development, corporate finance, human resources, internal audit, investor relations, legal, public relations, and information technology. The Canopy segment consists of canopy equity method Investments. The company was founded by Marvin Sands in 1945 and is headquartered in Rochester, NY.

Constellation Brands Inc - Ordinary Shares - Class A

Constellation Brands Inc

The upcoming fiscal Q2 earnings report is driving attention, with traders focused on beer margins, consumer demand and the companys outlook after a steep share-price decline. Views are split between bargain-seeking buyers anticipating a rebound and cautious traders watching for continued weakness or an earnings disappointment.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCells rally is being discussed alongside rising data-center power demand and optimism that its Fit Energy and Texas project pipeline could translate into business. Traders are split between expecting more momentum, including a possible short squeeze, and questioning whether the gains will hold without confirmed contracts and stronger execution.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is under pressure after Elon Musk confirmed discussions with TSMC about a possible role in the Terafab chip venture, prompting concern that Intel may lose some of its expected business or exclusivity. Traders are divided: bears see a threat to Intels role, while bulls argue TSMC could supplement rather than replace Intel, which has been described as Terafabs primary partner.

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$MO Ex dividend was yesterday , price will reflect that today . $PM $BTI

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 Ex dividend was yesterday , price will reflect that today . 

@Dicktater143 Sorry Skipper, ex-Div is today. Nice try.

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 Sorry Skipper, ex-Div is today. Nice try.

Chris K

@Pharm_Hand I’m referring to the record date aspect of ex dividend for those who want dividend . Any shares bought today won’t get next dividend until next record date . You seem to have taken that personally .

 I’m referring to the record date aspect of ex dividend for those who want dividend . Any shares bought today won’t get next dividend until next record date . You seem to have taken that personally .

@Dicktater143 You still dripping at these levels?

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lorne malvo

@Dicktater143 Not at all. You said ex-div date was yesterday and it&#39;s today. Spin away tater.

 Not at all. You said ex-div date was yesterday and it's today. Spin away tater.

@Pharm_Hand “not at all” . You’ll have to pardon me , I get excited for the record date and ex dividend . It’s like Christmas Eve and Christmas , same holiday different vibes . It also helps getting a fat dividend , which your sour attitude does not lend itself to .

 “not at all” . You’ll have to pardon me , I get excited for the record date and ex dividend . It’s like Christmas Eve and Christmas , same holiday different vibes . It also helps getting a fat dividend , which your sour attitude does not lend itself to .

@Dicktater143 Funny from the guy whose name starts with Dick. Just sayin

 Funny from the guy whose name starts with Dick. Just sayin

@Pharm_Hand I’m sure it’s very hard for you to focus while thinking about it . I’m sure you do that a lot .

 I’m sure it’s very hard for you to focus while thinking about it . I’m sure you do that a lot .

@Dicktater143 There&#39;s very very little to focus on

@Pharm_Hand I didn’t say mine , Freudian slip by you I’m afraid .

 I didn’t say mine , Freudian slip by you I’m afraid .

@Dicktater143 You&#39;re very clever in your own mind. But not in anyone else&#39;s.

 You're very clever in your own mind. But not in anyone else's.

@Pharm_Hand I don’t remember trying to impress anyone .

 I don’t remember trying to impress anyone .