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Hotter-than-expected inflation revived fears of further Fed rate hikes, while weakness in chip and AI-related stocks intensified the broad-market selloff. Traders are divided between viewing the decline as a buying opportunity and warning that AI financing concerns and persistent inflation could drive further losses.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Hotter-than-expected inflation revived fears of further Fed rate hikes and weighed on the tech-heavy Nasdaq, with chip and AI-linked stocks particularly weak. Traders are divided over whether the selloff is a buyable pullback or the start of a deeper unwind in the AI trade, citing concerns about financing and spending.

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 concerns that heavy borrowing and high financing costs leave it vulnerable if AI infrastructure spending fails to generate sufficient returns, amplified by Gartners warning that many neocloud providers may not survive independently. Traders are split between fears of financial distress and bankruptcy and dip-buying arguments that contracted demand, the companys backlog, and potential Nvidia support could help it weather the pressure.

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. 

A Gartner warning that more than 80% of independent neocloud providers could cease operating independently by 2030, combined with hot inflation data and renewed rate concerns, fueled a sharp selloff in AI infrastructure stocks including NBIS. Traders are split between fears that costly data-center expansion and tighter financing threaten the sector and views that Nebius is better positioned than debt-heavy peers and the decline is a buying opportunity.

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 use with BCG to include BCG-unresponsive papillary-only bladder cancer, broadening its eligible patient population ahead of the expected decision date. Traders welcomed the label expansion as a potential boost to sales and validation of the drug, but many were frustrated by the muted share-price reaction; some argued the news was partly priced in and pointed to valuation and dilution concerns.

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 under pressure alongside chip and AI stocks as hotter-than-expected inflation revived rate-hike concerns, while traders also debate whether AI infrastructure spending and debt among cloud providers are sustainable. Some view the selloff as a macro-driven pullback and buying opportunity; others see risks to the AI trade.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is under pressure amid a wider Korean and memory-stock selloff, as traders focus on fears that Chinese chipmaker CXMTs planned DRAM products could intensify competition, alongside foreign outflows and broader AI-market concerns. The community is divided: some see further downside, while others argue the competitive threat is premature and the decline overdone given SK Hynixs HBM position and AI demand.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins steep, persistent selloff and repeated analyst price-target cuts dominate discussion, with traders debating whether the decline signals weaker expectations or a buying opportunity given the companys growth and cash flow. The upcoming earnings report is a key test, while holders criticize managements silence and question whether results and guidance can improve sentiment.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is drawing attention amid a sharp selloff in AI and data-center stocks, with traders citing concerns about enterprise AI spending, server-demand timing and margins, alongside renewed scrutiny of an export-control case involving a former contractor. Bears see further downside and question management credibility, while bulls argue the legal case is not a charge against the company and view the decline and upcoming earnings as a buying opportunity.

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 Neutron debut has been pushed to 2027 after manufacturing defects in a first-stage carbon-composite component required a replacement, weighing on shares. Traders debate whether the delay signals mounting execution and valuation risks or is a prudent move to protect launch reliability, with some viewing the selloff as an overreaction.

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