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Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras shares are drawing attention amid a steep selloff, with traders focused on potential selling pressure from staggered IPO share unlocks and a broader retreat in AI and semiconductor stocks. Bears also question the companys rich valuation and reliance on OpenAI, while bulls argue that limited observed insider selling and demand for its fast-inference systems support the long-term case.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

Attention is focused on IBMs upcoming quarterly report, with traders debating whether delayed enterprise deals and software performance will support a recovery. Bulls also cite IBMs quantum progress, including its DARPA selection, while bears remain concerned about weak price action and whether AI demand will translate into growth.

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

IRENs sharp decline is part of a broader selloff in AI and neocloud stocks, as traders debate whether high valuations, debt, and rising financing costs threaten the data-center buildout. Some also point to a reported delay in the Horizon 2 handover, while bulls argue that AI demand and IRENs infrastructure remain intact and bears focus on execution and balance-sheet risks.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

UAL is under pressure ahead of its Q3 results as traders weigh lowered earnings expectations, elevated jet-fuel costs, and recent analyst downgrades. Some expect further weakness if guidance disappoints, while bulls point to resilient travel demand and the companys history of earnings beats.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Novartis/Aviditys Phase 3 failure in DM1 has raised concerns among traders that Sareptas DMPK-targeting program may also struggle to show functional benefit, contributing to pressure on SRPT. The community is divided over whether the results are a meaningful read-through, given Sareptas different delivery approach, and is watching upcoming DM1 and FSHD data as key tests.

Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

A broad selloff in AI data-center and bitcoin-miner infrastructure stocks is weighing on HUT, with traders citing concerns about AI-project economics, financing costs, and investor appetite for data-center deals. The debate is whether the decline is an overreaction to sector-wide fears or reflects real risks to Hut 8s buildout and execution; some remain optimistic about its AI and HPC pipeline.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

RDW is drawing attention as the stock sells off amid broader weakness in space and small-cap shares, while traders debate whether ongoing ATM issuance and selling pressure are weighing on it despite contract wins and a growing backlog. The reaction is split between frustrated holders adding on the dip and bearish traders warning that the decline could continue without a stronger earnings catalyst.

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 downgrade of Dell, citing limited evidence of a meaningful enterprise AI spending inflection and revenue growth partly driven by higher memory prices, has fueled a sharp selloff after a major run-up. Traders are divided between concerns about valuation, margins and broader AI-financing risks and dip-buying arguments that server demand and the companys backlog remain strong.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energys proposed Fit Energy data-center campus and related fuel-cell supply agreement are driving interest, alongside broader expectations that AI data-center power demand could benefit the company. Traders disagree on whether the projects optional capacity and manufacturing expansion will translate into firm orders and profitable execution, with concerns about management, litigation allegations, and heavy short interest adding to volatility.

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

Concerns about CoreWeaves debt-funded AI data-center expansion and worsening credit-risk signals are driving the selloff, with insider share sales adding to bearish sentiment. Traders are divided between fears that financing costs and cash needs could threaten the business and optimism that strong AI demand, contracted backlog, and Nvidias support can underpin its prospects.

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