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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

A sharp post-earnings reversal is driving attention as traders take profits after NVIDIAs strong results and outlook, with a hawkish Fed speech and higher-rate concerns adding pressure to high-growth technology shares. Bulls view the move as a buyable dip supported by sustained AI demand, while bears point to stretched positioning, crowded call options, and concerns about circular AI financing and an eventual capex slowdown.

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 post-earnings selloff is driving attention after IRENs revenue miss, legacy bitcoin-mining equipment write-downs and large planned AI-infrastructure spending raised concerns about funding, dilution and execution. Bulls argue the reaction overlooks accelerating AI Cloud revenue, contracted recurring revenue and an undisclosed frontier-AI customer, while bears remain focused on losses, leverage and management credibility.

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 sharp selloff across AI data-center and neocloud stocks is driving attention, with traders linking APLDs weakness to sector de-risking, IRENs earnings reaction, higher-rate concerns, and thin-volume trading rather than a confirmed company-specific setback. Bulls argue its contracted AI infrastructure backlog and recent execution remain strong, while bears focus on volatility, cash-flow and financing risks; some traders also speculate about short-selling pressure and await further management updates.

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF

Anticipation of federal cannabis rescheduling to Schedule III is driving attention, following the DEA/DOJs support in the hearing record and the pending administrative law judge recommendation. Traders are broadly bullish on potential tax relief and institutional access, though others argue the catalyst is already priced in and near-term options positioning and resistance are limiting follow-through.

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 surrounding the Jackson Hole symposium, including speculation about future rate hikes, is driving the selloff and heightened attention around SOFI. Traders are divided between viewing the move as a macro-driven overreaction noting that rate hikes were already incorporated into guidanceand arguing that SOFI remains especially sensitive to higher rates; options expiration and resistance near key strikes are also cited as amplifying volatility.

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

Marvells earnings-driven selloff is drawing attention after a modest quarterly beat and higher multiyear revenue outlook failed to match elevated expectations. Traders are focused on near-term gross-margin pressure and the view that much of the Google custom-chip opportunity is already reflected in guidance, while bulls argue the broader AI infrastructure and hyperscaler growth story remains intact.

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

Updates to Greenwich LifeSciences Phase 3 FLAMINGO-01 breast-cancer vaccine trialincluding broader HLA enrollment, a higher event threshold and revised statistical designare driving attention. Traders are divided between viewing the changes as a meaningful de-risking and enrollment/commercial opportunity, or as a delay that increases financing and execution risk before interim data.

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 stronger-than-expected fiscal fourth-quarter report and upbeat forward outlook sparked intense bullish interest, with traders highlighting growth, profitability, and merchant adoption. The move then became a sell-the-news debate as profit-taking, options positioning, valuation, credit-quality concerns, and broader rate sensitivity drove a sharp intraday reversal.

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 trending as investors debate the impact of the broader space sector correction, with many looking for signs of a technical rebound and long-term value despite recent volatility. Community sentiment remains split between concerns over the company's capital management and bullish conviction in its foundational satellite data and AI integration.

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5 Ways I&#39;m Watching the Robotics Theme in 2026 
 
$TER – AI chip testing and collaborative robots through Universal Robots. 
$NOVT – Precision photonics and motion technology for industrial and surgical robotics. 
$OUST – LiDAR and perception systems powering physical AI and autonomous machines. 
$HIMX – Vision and display chips helping robots process images and edge AI workloads. 
$AMBQ – Ultra-low-power edge AI for intelligent robots and connected devices. 
 
Robotics is becoming one of the biggest beneficiaries of the AI infrastructure buildout, and many of these names are still flying under the radar. 
 
The next list is about to be released. Are you going to miss out again? Which robotics stock would you add?

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5 Ways I'm Watching the Robotics Theme in 2026 
 


 – AI chip testing and collaborative robots through Universal Robots. 


 – Precision photonics and motion technology for industrial and surgical robotics. 


 – LiDAR and perception systems powering physical AI and autonomous machines. 


 – Vision and display chips helping robots process images and edge AI workloads. 


 – Ultra-low-power edge AI for intelligent robots and connected devices. 
 
Robotics is becoming one of the biggest beneficiaries of the AI infrastructure buildout, and many of these names are still flying under the radar. 
 
The next list is about to be released. Are you going to miss out again? Which robotics stock would you add?