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TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

A sharp, high-volume rebound is drawing attention after Morgan Stanley reiterated its bullish view, calling TeraWulf mispriced, while CEO Paul Prager defended the companys AI/HPC infrastructure model in a CNBC interview. Traders are debating whether the bounce marks a durable reversal or a short-lived relief move amid broader concerns about sector financing, leverage, and execution.

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 has been swept into a neocloud and AI-infrastructure selloff amid Gartners warning about industry impairment and consolidation, alongside concerns over CoreWeaves debt and financing costs and broader pressure on tech stocks. Traders are divided between viewing NBISs sharp swings as a buying opportunity, often citing its stronger balance sheet than CoreWeaves, and seeing further downside risk from the sectors funding needs and uncertain returns.

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

Concerns about CoreWeaves heavy debt and rising bond yields have fueled fears about its ability to finance AI infrastructure growth, while Nvidia CEO Jensen Huangs comments that the company is strengthening and its cost of capital is declining sparked a sharp rebound. Traders are split between dip-buyers viewing the selloff as overdone and skeptics who say the bond-market stress remains unresolved.

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 has been swept into a neocloud selloff amid concerns about CoreWeaves debt and borrowing costs, Gartners warning about AI-infrastructure spending, and broader inflation and rate worries. Traders debate whether the sector-wide decline exposes real financing and execution risks or overstates IRENs exposure, with dip buyers pointing to its contracts and balance sheet while others expect further downside.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNows sharp rebound has traders watching for a breakout, with some attributing its relative strength to a rotation back into software and optimism about enterprise AI, including its AI Passport product and NVIDIA partnership. Bulls see momentum building, while skeptics point to repeated resistance and gains that have often faded.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

Ryan Cohens reported insider buying and GMEs push to a 52-week high are driving attention, with traders celebrating the momentum while watching technical resistance and waiting for a company filing or other news. Speculation about the warrants, a possible eBay-related move, and a short squeeze remains unconfirmed, while some traders are frustrated by the stocks volatility.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Hot inflation data and concerns about AI-related debt and semiconductor weakness fueled a selloff in QQQ, followed by a sharp rebound that traders debated as either dip-buying and short covering or a temporary bull trap. The conversation remains split between bullish calls for continued recovery and warnings of further tech-led downside.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor-sector selloff, fueled by hotter inflation data and worries about AI valuations and chip competition, is weighing on SOXL, whose leverage amplifies the swings. Traders are split between buying what they see as an oversold dip and expecting further downside as the chip pullback continues.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POETs sharp decline is drawing attention amid weakness in optical and AI-infrastructure stocks and persistent doubts about its ability to turn optical-engine development and customer qualifications into scaled shipments and revenue. Bulls are buying the dip on the AI-photonics opportunity and potential supply constraints, while skeptics point to the lack of confirmed commercial execution and continued cash burn.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: PepsiCo Foods North America (PFNA), PepsiCo Beverages North America (PBNA), International Beverages Franchise (IB Franchise), Europe, Middle East and Africa (EMEA), Latin America Foods (LatAm Foods), and Asia Pacific Foods. The PFNA segment refers to the food businesses in the United States and Canada. The PBNA segment includes beverage businesses in the United States and Canada. The IB Franchise segment involves the international franchise beverage businesses, as well as the SodaStream business. The EMEA segment pertains to food businesses and beverage businesses with company-owned bottlers in Europe, the Middle East, and Africa. The LatAm Foods segment consists of food businesses in Latin America. The Asia Pacific Foods segment is associated in food businesses in Asia Pacific, including China, Australia and New Zealand, as well as India. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

PepsiCos quarterly results beat expectations, but a lowered profit outlook and persistent North American volume and margin concerns have kept the stock under pressure. Traders are split between seeing the weak guidance and stalled turnaround as reasons to sell, and viewing the selloff as a value opportunity backed by the companys defensive business and dividend.

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$INFQ , $GOOGL  
Google&#39;s milestone proves that the physics of error correction are yielding to engineering faster than expected. 
Google’s Quantum AI team has achieved a massive breakthrough on its Willow quantum processor by using a technique called &quot;magic state cultivation&quot; to cut quantum errors roughly 40-fold and reach a 99.99% logical fidelity for T-states 
https://www.investing.com/news/stock-market-news/google-demonstrates-quantum-computing-breakthrough-cuts-errors-40fold-4952450

DrButtCheeks

Scott Peter

Google demonstrates quantum computing breakthrough, cuts errors 40-fold

Investing.com

Google demonstrates quantum computing breakthrough, cuts errors 40-fold By Investing.com

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Alphabet Inc Class A

  
Google's milestone proves that the physics of error correction are yielding to engineering faster than expected. 
Google’s Quantum AI team has achieved a massive breakthrough on its Willow quantum processor by using a technique called "magic state cultivation" to cut quantum errors roughly 40-fold and reach a 99.99% logical fidelity for T-states 
