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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 has focused attention on rising financing risks: traders cite high bond yields, heavy borrowing and the capital demands of its AI data-center expansion, with some warning that weaker AI spending could mean further dilution or solvency pressure. Others argue the decline is overdone because demand for AI compute and the companys contracted backlog remain strong, framing the move as a sector-wide risk-off pullback rather than a collapse in AI demand.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

A hot inflation reading and rising Treasury yields have fueled fears of further Fed tightening, weighing on rate-sensitive SoFi shares amid broader weakness in banks and small-cap growth stocks. The steep selloff has drawn bearish calls for more downside and frustration with management, while some investors are buying the dip and looking ahead to Q3 earnings.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

Skydance shares are under pressure as the companys warrant distribution moved to ex-warrant trading, prompting debate over how much of the drop reflects the separation of warrant value versus dilution. Some holders say the warrants offset the decline, while skeptics focus on dilution and the heavy debt tied to the Warner Bros. Discovery deal.

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.

Discussion centers on hot inflation data and controversy over Trumps Iran-war and Russia-diesel policies, with many traders connecting those issues to market weakness and midterm-election risk. Sentiment toward DJT is overwhelmingly bearish, though a few posters describe the decline as a buying 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 is caught in a broader AI-infrastructure selloff as traders worry about rising financing costs, CoreWeaves debt and bond yields, and hot inflation reviving rate concerns. The community is divided between dip buyers who say Nebiuss business outlook remains intact and bears who see high valuations, capital needs, and AI-bubble risks as reasons for further downside.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is drawing attention amid a sharp, volatile selloff across AI-optics stocks, with traders linking the sector weakness to concerns about AI funding and reports questioning OpenAIs revenue outlook. The community is split between buying the dip on continued data-center optics demand and expecting further downside; no company-specific catalyst is clearly established.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Barclays downgrade of Dell to Equal Weight from Overweight, citing elevated valuation and no clear AI-driven growth inflection, is the main focus behind the selloff; the note also questioned whether recent revenue gains reflect stronger demand or higher component costs. Traders are divided between calling the drop an overreaction and buying the dip, and warning that the stocks valuation and AI-growth expectations leave it vulnerable.

Verastem, Inc. is a biopharmaceutical company, which engages in the development and commercialization of drugs for the treatment of cancer. The company was founded by Richard H. Aldrich, Michelle Dipp, Piyush Gupta, Satish Jindal, Eric S. Lander, Robert F. Weinberg, and Christoph H. Westphal on August 4, 2010 and is headquartered in Needham, MA.

Verastem Inc

Verastems early VS-7375 data showing antitumor activity across KRAS G12D cancers, including pancreatic cancer, is driving attention and optimism about the drugs potential. Traders are balancing that enthusiasm against dilution from the share offering and concerns that the clinical results are still early, with volatile trading reflecting the debate.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment focuses on solutions to meet clients’ needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 and is headquartered in Charlotte, NC.

Bank Of America Corp.

Bank of America Corp

Bank of America shares are under pressure after a major regulatory penalty tied to anti-money-laundering and sanctions-compliance failures coincided with a third-quarter earnings and revenue miss. Traders are split between viewing the selloff as an overreaction and buying opportunity, and seeing further downside risk from the compliance issues and disappointing results.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention amid a sharp semiconductor selloff, with traders citing hotter-than-expected inflation and weakness in memory-chip stocks amid concerns about Chinese competition. Some view the leveraged ETF as oversold and are buying for a rebound around chip earnings, while others warn that persistent selling and AI valuation concerns could deepen losses.

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$JPM keeping this propped up. Red rest of week.

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JPMorgan Chase & Co

 keeping this propped up. Red rest of week.