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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 manufacturing defects were found in a carbon-composite tank component is driving the selloff. Traders are divided between concerns about repeated delays, execution and valuation, and views that prioritizing safety makes the market reaction excessive.

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

Direxion Daily Semiconductor Bull 3X Shares

Hotter-than-expected inflation and concerns about higher rates are weighing on semiconductor stocks, alongside worries about AI valuations and Chinese competition; SOXLs 3x leverage magnifies the sectors decline. Traders are divided between buying what they see as an oversold dip and expecting further downside in the semiconductor pullback.

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

IREN is caught in a broad neocloud and AI-infrastructure selloff after Gartner warned that much planned AI infrastructure spending could be impaired and most neocloud providers may not remain independent; hot inflation data and concerns about borrowing costs added pressure. Traders are split between viewing the decline as an overreaction and buying the dip, and fearing that weak returns on heavy infrastructure spending could threaten the sectors business model.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Hot producer-price inflation, following a hotter consumer-price reading, is intensifying worries about persistent inflation and possible Fed rate hikes as QQQ and technology shares sell off. Traders are split between buying an oversold dip and expecting further weakness, with AI and semiconductor concerns adding pressure.

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 driven by credit-market stress: falling bond prices and elevated yields have intensified concerns that its debt-heavy AI infrastructure expansion may be harder to finance. Traders are split between warnings of financial distress and dip-buying based on continued AI demand and the companys backlog, while talk of Nvidia support remains speculative.

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 under pressure amid a Gartner warning that many independent neocloud providers may not survive, alongside concerns about AI infrastructure spending, financing costs and CoreWeaves debt troubles. Traders are split between fears of a broader AI infrastructure downturn and dip-buying claims that Nebius is better positioned and is being sold off with the sector.

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 drawing attention after Deutsche Bank upgraded the stock, citing a more favorable outlook, potential market-share gains, and improving margins. Traders are also treating WMT as a defensive haven amid tech weakness, though some warn the recent run may be overextended and question its valuation.

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 results and upbeat outlook for AI-chip demand are drawing attention, but shares are falling amid a broader semiconductor selloff. Traders are split between viewing the drop as a disconnect from strong fundamentals and arguing that the good news was priced in, with risk-off sentiment and questions about AI spending and margins weighing on the sector.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Hot producer-inflation data, following an elevated CPI reading, is fueling concern about tighter Fed policy and weighing on SPY alongside weakness in tech and semiconductors. Traders are split between expecting further selling and viewing the pullback as priced in or oversold, with sharp rebounds adding to the debate.

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 drawing attention as shares trade near recent lows, with traders tying the weakness to negative sentiment around Trump, the Iran conflict, rising inflation and midterm-election concerns rather than a company-specific announcement. Some see a possible technical bounce, while bearish posts dominate the discussion.

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$AVGO Chinese authorities are examining the use of Broadcom’s hardware in state-backed data centres amid a drive to boost domestic producers and reduce reliance on foreign AI infrastructure.

China’s State-owned Assets Supervision and Administration Commission (Sasac), which oversees state-owned companies, has been surveying the number of Broadcom switches in state-controlled data centres in recent weeks, according to two people familiar with the survey. FT

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Broadcom Inc

 Chinese authorities are examining the use of Broadcom’s hardware in state-backed data centres amid a drive to boost domestic producers and reduce reliance on foreign AI infrastructure.

China’s State-owned Assets Supervision and Administration Commission (Sasac), which oversees state-owned companies, has been surveying the number of Broadcom switches in state-controlled data centres in recent weeks, according to two people familiar with the survey. FT

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Alan

@MVL0502 I guess the real question is why isn&#39;t the Chinese Government using Huawei?
I&#39;m still bullish on Broadcom as the datacenter buildouts are using Broadcom.

Lucky27

 I guess the real question is why isn't the Chinese Government using Huawei?
I'm still bullish on Broadcom as the datacenter buildouts are using Broadcom.

Glenn

@Juny841 I don&#39;t think so, at least not structurally. Local Ch. products not as good, perhaps this is posturing ahead of Trump-Xi meeting, and main AVGO clients are the hyperscalers.

StockTwits Web

 I don't think so, at least not structurally. Local Ch. products not as good, perhaps this is posturing ahead of Trump-Xi meeting, and main AVGO clients are the hyperscalers.

@Fun_In_The_Sun Chinese gov&#39;t is aware Broadcom&#39;s products are far superior. They make these comments periodically but without much weight. For me LT holding.

 Chinese gov't is aware Broadcom's products are far superior. They make these comments periodically but without much weight. For me LT holding.