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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Discussion centers on backlash to Trumps handling of the Iran conflict and energy costs, with traders linking higher fuel prices, hot inflation, and the controversial Russian-diesel arrangement to negative sentiment around DJT and midterm risk. Bearish commentary dominates, though some holders describe the decline as a buying opportunity.

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 about its heavy debt, rising borrowing costs and the financing needs of its AI data-center expansion, with bond-yield chatter and dilution worries adding to pressure. Bears question whether the company can fund its growth, while dip buyers argue that its large contract backlog and continued AI demand make the decline excessive.

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 is sliding with other AI infrastructure and neocloud stocks as traders question stretched valuations and the sectors debt-heavy, capital-intensive expansion, with hot inflation and higher borrowing costs adding pressure. The community is split between seeing the selloff as an AI-bubble warning and financing risk, and viewing it as an overreaction that leaves long-term compute demand intact.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

SKYDs sharp decline is centered on the stock trading ex-warrant after Skydance distributed warrants to eligible shareholders, with traders debating how much of the drop reflects the separation of warrant value versus selling pressure. Confusion over warrant allocations and trading mechanics is compounded by bearish concerns about the combined companys heavy debt, while some holders argue the warrants offset part of the apparent loss.

Verastem, Inc. is a biopharmaceutical company, which engages in the development and commercialization of drugs for the treatment of cancer. The company was founded by Richard H. Aldrich, Michelle Dipp, Piyush Gupta, Satish Jindal, Eric S. Lander, Robert F. Weinberg, and Christoph H. Westphal on August 4, 2010 and is headquartered in Needham, MA.

Verastem Inc

Verastems VS-7375 update is drawing attention after reporting encouraging early KRAS G12D activity across pancreatic, lung and colorectal cancers, alongside plans to use a newly priced stock offering to fund development. Traders are broadly enthusiastic about the clinical results but split over dilution and volatile price action; buyout and short-squeeze talk remains speculative.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

A sharp selloff in silver is dominating discussion, with bearish traders pointing to continued weakness while dip-buyers view the pullback as an accumulation opportunity. Traders often attribute the pressure to rising Treasury yields and a stronger dollar, while claims of deliberate price suppression remain speculation.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

LUNR is drawing attention amid a steep selloff and uncertainty around the timing of NASAs CLPS 2.0 award, with traders discussing repeated delays. Some attribute the weakness to broader space-sector pressure and competition for investor interest from SpaceX, while bulls see a buying opportunity tied to the companys backlog and future lunar work.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment focuses on solutions to meet clients’ needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 and is headquartered in Charlotte, NC.

Bank Of America Corp.

Bank of America Corp

Bank of Americas selloff is centered on a historic U.S. penalty over anti-money-laundering and sanctions-control failures, compounded by a quarterly earnings and revenue miss. Traders are split between concern over compliance and continued weakness and the view that the penalty is largely a one-off hit, with some buying the dip.

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 is drawing attention amid a steep selloff alongside other AI data-center and neocloud stocks, with traders citing risk-off pressure and inflation and interest-rate concerns. Discussion also centers on reports linking IRENs unnamed cloud customer to Anthropic: some traders see the reported deal as a potential boost, while others note it has not been officially confirmed and question why the shares remain weak.

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 52-week lows are driving attention, with traders pointing to inflation and CPI concerns, rising Treasury yields, and renewed rate-hike fears weighing on rate-sensitive stocks. The community is split between calling the decline capitulation and buying the dip, and expecting further downside; the approaching earnings report adds uncertainty.

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$HD Household furnishings and repairs sit inside core goods and core services, which together make up the 79.9% of the basket called core inflation. 
 
Core ran 2.4% in the twelve months to August against a headline of 3.4%. 
 
The gap between those two numbers was energy, which is only 6.4% of what a household spends and still produced close to a third of the headline rate. 
 
Full explainer, plain English: https://www.youtube.com/watch?v=le-mFDuzQd8 
 
Written version: https://techdamentals.com/newsletter/why-cpi-and-core-inflation-tell-different-stories?ref=st 
 
Educational, not advice.

Headline inflation says 3.4% and core says 2.4%. The gap is almost entirely fuel, and Wednesday's CPI will widen it or close it.

Techdamentals

Why CPI and core inflation tell different stories

Headline inflation and core inflation are about to disagree again, and this video breaks down exactly why. We walk through the CPI basket weights, where Wednesday's report could land, and what the gap actually tells you about the economy. Try it for 7 days. No card needed.

YouTube

Why Do CPI and Core Inflation Tell Different Stories?

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Home Depot, Inc.

 Household furnishings and repairs sit inside core goods and core services, which together make up the 79.9% of the basket called core inflation. 
 
Core ran 2.4% in the twelve months to August against a headline of 3.4%. 
 
The gap between those two numbers was energy, which is only 6.4% of what a household spends and still produced close to a third of the headline rate. 
 
Full explainer, plain English: 