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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 approval to cover high-grade papillary-only, BCG-unresponsive non-muscle-invasive bladder cancer, broadening its potential patient population. Traders largely welcomed the decision as a commercial positive, while some were frustrated by the stocks muted reaction and speculated about short selling and a possible squeeze.

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

SoFis steep selloff and fresh lows dominate discussion, with traders pointing to hot inflation, rising Treasury yields and renewed rate-hike fears as pressure on the rate-sensitive fintech and broader market. Some see the decline as a buying opportunity given SoFis growth, while others cite the downtrend, past share dilution and doubts about management as reasons for caution.

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 tied to concerns over its debt-heavy AI infrastructure expansion, including bond yields near 15% and D.A. Davidsons warning that shareholders could be wiped out if AI spending weakens. Traders are split between viewing the financing risks as a serious threat and treating the drop as an overreaction, pointing to the companys backlog and continued AI demand.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Barclays downgraded Dell alongside other enterprise-hardware stocks, citing elevated valuations and no clear AI-driven growth inflection, fueling a sharp selloff. Traders largely reacted with alarm and blamed the downgrade, while others called the drop an overreaction and bought the dip; some also questioned whether AI-server revenue growth can translate into stronger demand and profits.

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 rebound and perceived technical breakout are drawing attention, with traders buying dips and describing the retailer as a defensive play amid inflation and consumer-spending concerns. Others warn the stock is expensive and vulnerable to a pullback, so the discussion is split between momentum optimism and valuation concerns.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas launch of Regna AI, a defense-focused venture powered by Palantirs technology, is drawing attention as traders debate whether sovereign AI and autonomous-systems potential can become a meaningful growth driver. Many are bullish on the partnership, while others say the stocks continued weakness, dilution concerns, and unproven profitability outweigh the positive headlines.

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 dominating discussion, with traders citing macro uncertainty around inflation and interest rates as well as concerns about sector peers debt and financing needs. The drop has prompted debate between bulls who say Applied Digitals earnings, contracts, and buildout remain intact and are buying dips, and bears who see further downside risk.

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 quarterly results and guidance are the main focus after a record revenue update, with traders looking for confirmation that AI-chip demand remains strong. The reaction is divided: bulls see resilient demand, while others cite high expectations, a possible sell-the-news move, and broader weakness in semiconductor stocks.

GLOBALFOUNDRIES, Inc. provides foundry services and manufactures semiconductors. It offers global shuttle, mask, post-fab and turnkey services. The company was founded on October 7, 2008 and is headquartered in Malta, NY.

GlobalFoundries Inc

GlobalFoundries selection to operate two new New York chip fabs under a U.S.-Japan investment initiative of up to $21 billion is driving attention. Traders broadly call the expansion significant and react bullishly, though some express frustration that the stock has struggled to hold gains.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A hotter-than-expected CPI reading and traders increased expectations for Fed rate hikes are dominating QQQs sharp selloff, with rising yields and weakness in semiconductor and AI-linked stocks adding pressure. Traders are split between calling the decline an overreaction with a bounce ahead and expecting further downside.

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