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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

A broad selloff in AI infrastructure and data-center stocks, compounded by weakness following IRENs earnings and elevated-rate concerns, is driving attention around APLD. Traders debate whether the decline reflects sector-wide macro pressure and technical weakness or forced selling, while bullish investors point to Applied Digitals contracted backlog and upcoming project updates as support for the long-term thesis.

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 drawing attention after a sharp post-earnings reversal erased much of its rally despite strong results and an upbeat long-range outlook. Traders are debating whether the selloff reflects hawkish Federal Reserve commentary and options-related positioning, while bears cite stretched AI valuations and financing concerns; dip buyers continue to view the move as temporary.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

A quarterly earnings miss, legacy bitcoin-mining equipment writedowns, and concerns over the cost and financing of IRENs large AI infrastructure buildout are driving attention. Traders are divided between bears focused on dilution, leverage, management and execution risks, and bulls who view the selloff as an overreaction to the transition and point to growing AI Cloud demand, contracted capacity, and an undisclosed frontier-AI customer.

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF

Attention is centered on the DEA and DOJs support for moving marijuana from Schedule I to Schedule III, alongside the release of hearing transcripts and anticipation of an administrative law judges recommendation. Traders are broadly bullish on potential tax relief, institutional access and uplisting opportunities, while others expect delays, sell-the-news volatility and continued options-related resistance.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

A sharp AI/neocloud-sector selloff, amplified by reports about a possible pause in an NVIDIA financing program and hawkish rate commentary, is driving attention; traders debate whether BRUN is being swept up by algorithmic selling despite the company not being directly involved. The warrant redemption and resulting dilution remain a major concern, while bulls point to recent earnings, contracted GPU demand, and capacity expansion.

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

Hawkish Federal Reserve commentary from Kevin Warsh at Jackson Hole, including potential rate hikes, has driven a sharp selloff in SoFi and other rate-sensitive fintechs. Traders debate whether the move reflects macro fears and options-related pressure or an overreaction, with bullish participants arguing SoFis guidance already accounts for higher rates and viewing the dip as a buying opportunity.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

A strong fiscal fourth-quarter earnings beat and better-than-expected forward guidance have driven attention to Affirm, with traders highlighting growth, profitability, and BNPL adoption. The community is split between bulls expecting continued momentum and skeptics viewing the post-earnings move as profit-taking or a sell-the-news reaction, amplified by broader rate and Fed-speech volatility.

Greenwich LifeSciences, Inc. engages in the development of a breast cancer immunotherapy designed to prevent the recurrence of breast cancer following surgery. The company was founded by Eric Rothe on August 29, 2006 and is headquartered in Stafford, TX.

Greenwich LifeSciences Inc

Changes to the FLAMINGO-01 Phase 3 trialexpanding enrollment to both HLA populations, broadening the study, and raising the event threshold for interim analysisare driving attention. Traders are split between viewing the redesign as a statistical and commercial de-risking that could improve partnership prospects, and worrying that it delays results, increases funding needs, and adds uncertainty.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

A post-earnings selloff is driving attention as traders focus on softer near-term gross margins, elevated valuation, and expectations that the Google AI-chip deal will contribute more meaningfully in later years rather than immediately. Bulls view the raised multiyear outlook and broader AI-infrastructure demand as intact, while bears argue the results did not exceed already high expectations.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is drawing attention amid a broad post-SpaceX IPO selloff that has pulled capital from other space stocks, with traders also citing the companys large ATM offering and limited management updates as pressure points. The community is divided between bearish calls for further weakness and investors accumulating an oversold name ahead of earnings, which many view as the next major catalyst.

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$VLN &quot;Our collaboration with RGo Robotics underscores the critical role of MIPI A-PHY technology in delivering high-performance connectivity for AI-driven perception systems,&quot; said Gili Friedman, Head of the Cross-Industry Business Unit at Valens Semiconductor. &quot;With our VA7000 MIPI A-PHY chipsets, we&#39;re allowing robotics developers to optimize camera placement in their systems, paving the way for smarter, more efficient automation. This automotive-grade standard is the foundation for innovation, across industries.&quot; 
 
https://www.prnewswire.com/news-releases/valens-semiconductor-rgo-robotics-and-cherry-embedded-solutions-partner-to-design-optimized-ai-robotic-systems-302398040.html

PRNewswire/ -- Valens Semiconductor (NYSE: VLN), RGo Robotics, and CHERRY Embedded Solutions, today announced a partnership to enhance the design and...

Prnewswire

Valens Semiconductor, RGo Robotics, and CHERRY Embedded Solutions Partner to Design Optimized AI Robotic Systems

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Valens Semiconductor Ltd

 "Our collaboration with RGo Robotics underscores the critical role of MIPI A-PHY technology in delivering high-performance connectivity for AI-driven perception systems," said Gili Friedman, Head of the Cross-Industry Business Unit at Valens Semiconductor. "With our VA7000 MIPI A-PHY chipsets, we're allowing robotics developers to optimize camera placement in their systems, paving the way for smarter, more efficient automation. This automotive-grade standard is the foundation for innovation, across industries." 
 
