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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 to cover high-grade papillary-only, BCG-unresponsive bladder cancer, broadening its eligible patient population. Traders largely view the label expansion as a meaningful commercial positive, though many are frustrated by the shares muted reaction and some attribute it to short selling or speculate about a squeeze.

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

Hot inflation data, rising Treasury yields, and renewed rate-hike fears are weighing on SoFi as a rate-sensitive fintech and lender, amid a broader selloff in growth and small-cap stocks. Traders are split between expecting further declines and viewing the drop as a buying opportunity, while some also criticize management over dilution and the weak share performance.

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 rising concern about its debt-funded AI data-center expansion, as bond yields surged and a bearish analyst warned the equity could be wiped out if AI spending weakens. Traders are divided between fears that financing costs and heavy borrowing threaten the business and dip-buyers who argue its customer backlog and ongoing AI demand make the selloff excessive; the CEO has defended the companys funding outlook.

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 and other enterprise-hardware names, citing elevated valuations and no clear AI-driven growth inflection, is driving the sharp selloff. Traders are split between seeing the drop as a justified reassessment after a steep rally and calling it an overreaction, with some buying the dip and others flagging valuation and margin concerns.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas is drawing attention as its shares continue to slide despite the launch of Regna AI, a defense-focused venture powered by Palantir, and other company announcements. Traders are split between viewing the partnership as a growth opportunity and arguing that dilution, cash burn, and persistent selling pressure are outweighing the positive news.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following segments: Walmart U.S., Walmart International, and Sam's Club U.S. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club U.S. segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is drawing attention as buyers rotate into defensive consumer staples amid inflation concerns and weakness elsewhere in the market, with traders also describing the shares as oversold after a recent pullback. Sentiment is largely bullish around the rebound, though some warn the move may fade and question the stocks valuation.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is caught in a sharp selloff across AI data-center and neocloud stocks, with traders citing macro and interest-rate worries alongside sector debt and financing concerns, including spillover from peers. The community is split between viewing the decline as an overreaction despite strong earnings and contracted demand, and worrying that leverage, potential dilution, and continued selling could weigh further on shares.

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 earnings and guidance are the main focus, with traders looking for signals on AI-chip demand, capex and advanced packaging amid a broader semiconductor selloff. The community is split between expecting strong results to support a rebound and warning that high expectations or a sell-the-news reaction could extend the decline.

GLOBALFOUNDRIES, Inc. provides foundry services and manufactures semiconductors. It offers global shuttle, mask, post-fab and turnkey services. The company was founded on October 7, 2008 and is headquartered in Malta, NY.

GlobalFoundries Inc

GlobalFoundries selection to operate two new New York chip fabs under a U.S.-Japan investment initiative of up to $21 billion is driving attention. Traders broadly call the expansion significant and react bullishly, though some express frustration that the stock has struggled to hold gains.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer is drawing attention after a strong rally to a fresh 52-week high, with traders citing a bullish chart and rotation toward defensive, dividend-paying healthcare names. Many are cheering a possible breakout above $30, while others question whether the move can hold and point to patent-expiration and growth concerns.

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