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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Reports that Microsoft is winding down an Oracle AI-cloud capacity rental arrangement are driving concern about demand for Oracles infrastructure, alongside broader worries about AI data-center spending, debt and policy risks. Traders are divided between those treating the news as a warning about Oracles growth and financing plans and those arguing the capacity can be leased to other customers and buying the selloff.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcoms sharp selloff and persistent underperformance are being discussed amid a broader AI-chip repricing, with traders worried that data-center spending could slow and that customer concentration and AI-related financing make its growth outlook vulnerable. Bears see further downside, while bulls argue the decline is overdone and the companys AI-chip business remains strong.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings sharp selloff follows a Q3 earnings miss and a steep cut to its 2026 outlook, with traders pointing to heavy spending on its Predictions expansion as a drag on near-term profitability. The reaction is largely bearish, with criticism of management and concerns about competition from Kalshi and other prediction markets; some traders argue the growing core sportsbook business and the selloff may be reasons for optimism.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Reports that Microsoft is winding down an Oracle AI-compute arrangement and declining additional data-center capacity are fueling debate about its AI infrastructure spending. Bears see the moves as signs of weakening demand and an AI buildout pullback, while bulls view them as hardware or project-timing changes rather than a retreat from AI.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

A sharp semiconductor and AI-stock selloff, fueled by worries that political pushback could slow data-center expansion and AI spending, is driving attention to SanDisk. Traders are split between expecting further declines as growth assumptions come under scrutiny and viewing the drop as a buying opportunity based on memory demand, supply constraints and the companys fundamentals.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs quarterly results topped expectations and the company raised its full-year revenue outlook, drawing attention to strong reported growth and a larger backlog. Bulls welcomed the outlook and commercial momentum, while skeptics questioned cash burn, dilution, and how much growth came from acquisitions.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Fireflys multi-year engine, technology-licensing, and engineering agreement with AST SpaceMobile for its planned heavy-lift rocket is driving attention, with traders viewing it as a major commercial validation and funding boost. The sharp rally has drawn bullish calls, while some question the deals terms and ASTs execution timeline.

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

Capricor is drawing attention ahead of the FDAs decision on deramiocel for Duchenne muscular dystrophy, with traders debating whether the HOPE-3 upper-limb data and a letter from 28 physician-scientists will support approval or whether the application could be rejected. Many expect a sharp move and discuss short-squeeze potential, while others stress that the binary outcome remains uncertain.

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

Strong quarterly results and rapid AI Cloud growth have fueled IRENs sharp rebound, with traders highlighting customer-backed GPU spending and a large contract backlog. The bullish reaction is tempered by concerns about a delayed revenue target, substantial buildout financing, and execution risks, alongside speculation that heavy short interest may amplify the move.

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 strong quarterly results, higher outlook and expanded buyback have driven a sharp rebound after months of weakness. Many traders see a fundamentals-led re-rating and resilience amid a broader tech selloff, while others warn the rapid rally may invite profit-taking and question whether the growth can continue.

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