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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 potential patient population ahead of the expected decision date. Traders largely welcomed the news and its commercial potential, while some were frustrated by the stocks muted reaction and questioned whether the approval was already priced in; concerns about valuation and dilution also surfaced.

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 tied to a credit scare: falling bond prices and high leverage have intensified concerns that debt-funded expansion could become harder to finance if AI infrastructure spending disappoints, with inflation and rate worries adding pressure. Traders are split between fears of financial distress and the view that durable AI demand, customer backlog, and potential Nvidia support make the pullback an opportunity.

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 sold off alongside other neocloud stocks as traders reacted to Gartners warning that AI infrastructure spending could be impaired and many independent neocloud providers may not survive independently; CoreWeaves bond and debt concerns, alongside hot inflation and rate-hike fears, added pressure. The community is split between fears that capital-intensive AI infrastructure businesses face serious funding risks and dip buyers who argue Nebius is better positioned and AI demand remains strong.

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

TSMCs record quarterly earnings and upbeat outlook, driven by strong AI-chip demand, are dominating discussion, but the shares have fallen with a broader semiconductor selloff. Traders are divided over whether the strong results are already priced in and whether AI investment can sustain its pace, or whether the pullback is market-driven despite resilient fundamentals.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples record-setting resilience amid a broader tech and semiconductor selloff is driving debate: many traders view it as a defensive safe haven, while skeptics call the valuation stretched and the strength artificial. Bullish discussion also points to the reported China launch of Apple Intelligence and iPhone Duo demand, though traders disagree about whether product news justifies the rally.

Roundhill ETF Trust - Roundhill Memory ETF

DRAM is under pressure as traders worry that CXMTs planned next-generation memory products could add supply and threaten pricing, alongside broader concerns about falling memory prices and AI demand. The community is split: some see an oversupply risk, while others argue CXMTs commercial competitiveness is unproven and memory demand remains strong.

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

Hotter-than-expected inflation and renewed rate-hike concerns are weighing on NVIDIA amid a broader semiconductor and AI-stock selloff. Traders are split between buying the pullback on continued AI demand and fearing that stretched valuations, debt-fueled infrastructure spending, and financing risks could deepen the downturn.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following segments: Walmart U.S., Walmart International, and Sam's Club U.S. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club U.S. segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmarts rally is being discussed mainly as part of a defensive rotation into consumer staples amid technology weakness, with traders also pointing to an analyst upgrade. Bullish posts cite WMTs relative strength and a possible oversold rebound, while others warn the move may be overextended or temporary.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Globals plan to develop gas-fired power projects for AI data centers is drawing attention, backed by equipment agreements and a potential buildout supporting more than 10 GW of computing capacity. Traders see the move as a possible growth opportunity beyond LNG, while the broader discussion remains divided over the companys execution, debt and volatile share price.

Direxion Shares ETF Trust - Direxion Daily MSCI South Korea Bull 3X ETF

Direxion Daily South Korea Bull 3X Shares

KORU is under pressure as South Koreas chip-heavy KOSPI sells off, with traders pointing to weakness in Samsung and SK Hynix, concerns that Chinas CXMT could intensify memory-chip competition, and foreign investor selling. The 3 leveraged ETFs sharp swings have fueled a split between dip buyers calling the market oversold and bears warning that the decline and leverage could deepen losses.

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