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SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Hotter-than-expected inflation has revived fears of further Fed rate hikes, while weakness in semiconductor and AI-linked stocks is adding pressure to the S&P 500. Traders are split between viewing the selloff as a healthy pullback and worrying that AI-financing concerns could deepen the decline.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a tech-led selloff, as traders point to hotter-than-expected inflation and renewed Fed rate-hike concerns alongside weakness in semiconductor stocks. The community is split between viewing the drop as a buying opportunity and fearing a deeper unwind of the AI trade, with concerns about infrastructure spending and debt remaining speculative.

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 selloff is being driven by Gartners warning that AI infrastructure spending may outpace revenue and threaten many neocloud providers, alongside growing concern about the companys debt financing and rising bond yields. Traders are divided between fears of a credit crisis and bankruptcy, and buyers who argue its AI demand and contract backlog make the drop overdone.

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 being swept up in a selloff across AI neocloud stocks after Gartner warned that many providers may not remain independent, with CoreWeaves debt concerns and hot inflation data adding to worries about financing costs. Traders debate whether NBIS is stronger than CoreWeave and see the decline as a buying opportunity, while others fear stretched valuations and broader weakness in AI infrastructure.

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 with BCG to cover BCG-unresponsive papillary-only non-muscle-invasive bladder cancer, broadening the drugs eligible patient population. Many traders view the label expansion as a major commercial and regulatory positive, while others are frustrated by the muted share response and cite possible priced-in expectations, valuation, and dilution concerns.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCIs sharp selloff is being discussed alongside broader weakness in AI and data-center stocks, with the guilty plea of a former contractor in an alleged scheme to divert Nvidia-equipped servers to China adding pressure; traders note the case has not resulted in charges against Super Micro. The community is split between bearish concerns about legal and management credibility, margins, and upcoming results, and bullish arguments that AI-server demand and the companys backlog support buying the dip.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Hot U.S. inflation data and a semiconductor selloff are weighing on NVIDIA, as traders worry that higher rates could pressure growth stocks and chip demand. The community is also debating whether concerns about AI spending and neocloud financing point to a broader bubble or a temporary pullback, with some traders buying the dip.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is drawing attention amid a steep memory-stock and South Korean market selloff, with traders citing concerns that Chinas CXMT could intensify DRAM competition alongside foreign-fund outflows and worries about AI spending and memory cyclicality. Bears see further downside, while bulls argue the competitive threat is premature and view the pullback as a buying opportunity.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Traders are weighing AWS and AI growth against Amazons heavy infrastructure spending, with discussion of Anthropics reported financial performance and reported talks to acquire AI startup Decart adding to the debate. Bulls see long-term cloud and AI opportunity and treat pullbacks as buying chances, while bears worry about capex, cash flow and choppy price action ahead of earnings.

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 are driving attention: record sales growth tied to AI-chip demand has not eased pressure on the shares, with traders debating whether the market is selling the news and focusing on margins and forward guidance. The bearish reaction also reflects a broader semiconductor and AI-stock selloff, while some investors remain bullish on TSMCs role in the chip supply chain.

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