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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is drawing attention ahead of its fiscal Q4 earnings report, with traders focused less on a potential beat than on guidance for AI-driven memory demand, pricing, margins, and how long the upcycle can last. Bulls see tight supply supporting continued strength, while skeptics warn that expectations are high and a strong report could still prompt a sell-the-news reaction; split and buyback speculation is also circulating.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Positive 24-month HOPE-3 extension data for deramiocel, including slower upper-limb deterioration in Duchenne muscular dystrophy patients who switched from placebo, is driving attention ahead of the FDA decision. Many traders see the findings as strengthening the treatments case, while others say they may not resolve the FDAs earlier statistical concerns; short-squeeze claims remain speculative.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

A Delaware court ruling found two claims in United Therapeutics 327 patent valid and infringed by Liquidias YUTREPIA, triggering a steep selloff and trading halts. Traders are split between viewing the drop as an overreaction, given Liquidias planned appeal and uncertainty over remedies, and fearing restrictions on YUTREPIA could seriously threaten the business.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is drawing attention as long-term Treasury yields surge to multi-year highs, pressuring bond prices amid concerns about persistent inflation, possible further Fed hikes, and government borrowing. Traders are split between continuing the bearish trend and buying oversold levels in anticipation of a rebound.

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 selloff is being tied to bearish analyst commentary questioning growth in its AXON ad platform and raising concerns about competition from Unity and the pace of e-commerce expansion. Traders are split between seeing the reports as evidence of slowing growth and arguing that AXON and e-commerce indicators remain strong, with many watching support near the recent lows.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is drawing attention over a supplier problem that disrupted F-150 output and is expected to weigh on Q3 wholesale figures, adding to concerns about weak sales and production challenges. Traders are debating whether the selloff near long-term support may prompt a bounce or continue lower ahead of earnings.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

A prolonged selloff to multi-year lows is driving discussion, with traders focused on slowing revenue growth, weak guidance, and concerns about ad-tech competition and advertising demand. Bears blame the outlook and management, while some buyers argue the decline is excessive given the companys cash position and profitability; a possible rebound remains speculative.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

New CAN-2409 prostate-cancer biomarker findings are driving discussion, with traders pointing to evidence of sustained immune activity and the companys stated plan to include biodistribution and shedding data in its planned Q4 2026 BLA submission. Reactions are divided: some view the findings and reiterated filing timeline as supportive, while others question the limited biomarker sample, study updates, and management transparency as the share price weakens.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

Dow and broader-market weakness is being linked to rising Treasury yields and expectations of further Fed tightening, with higher oil prices and deteriorating market breadth adding to bearish concerns. Traders are divided between warning of a broader correction and viewing dips as buying opportunities, while some point to softer inflation data as a counterweight.

Fair Isaac Corp. engages in the provision of decision management solutions. It operates through the Software and Scores segments. The Software segment includes pre-configured analytic and decision management solutions designed for a specific type of business need or process. The Scores segment focuses on business-to-business scoring solutions and services, business-to-consumer scoring solutions and services including myFICO solutions for consumers and associated professional services. The company was founded by Bill Fair and Earl Isaac in 1956 and is headquartered in San Jose, CA.

Fair Isaac Corp.

Fair, Isaac Corp.

The FHFAs move to place VantageScore alongside FICO on Fannie Mae and Freddie Mac mortgage pricing grids, alongside Rocket Mortgages planned use of VantageScore, has raised concerns that FICO could lose mortgage-market share and pricing power, driving a sharp selloff. Traders are divided between expecting further declines as the companys competitive moat is reassessed and viewing the drop as an oversold buying opportunity given FICOs continued role in lending.

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$GOOG $80 Billion  / $5 Trillion = 1.6% … small

Berkshire Hathaway investing another $10 billion

Data center is growing at 60% clip

= a smart dilution to raise money

BUY THE DIP

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Alphabet Inc - Ordinary Shares - Class C

 $80 Billion  / $5 Trillion = 1.6% … small

Berkshire Hathaway investing another $10 billion

Data center is growing at 60% clip

= a smart dilution to raise money

BUY THE DIP