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

Hot inflation data revived fears of further Fed rate hikes, while weakness in AI and semiconductor stocks intensified the broad market selloff. Traders debated whether the pullback is a buying opportunity or the start of a deeper correction, with producer-price data seen as a key next test.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A hotter-than-expected inflation reading revived fears of further Fed rate hikes, while weakness in semiconductors and AI-linked stocks intensified pressure on QQQ. Traders debated whether the selloff signals a deeper unwind of the AI trade or a buying opportunity, with upcoming inflation data and TSMC results seen as potential tests of market direction.

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

Gartners warning that most independent neocloud providers may not survive has intensified concerns about CoreWeaves debt-heavy expansion, while bond-market stress and inflation-driven rate fears have added pressure. Traders are split between fears of refinancing trouble and an AI infrastructure downturn, and dip-buying arguments that its contract backlog and industry demand can support the business.

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

Hotter-than-expected inflation and fears of further Fed tightening are weighing on Nvidia amid a broad tech and semiconductor selloff. Traders also debate whether AI spending and financing risks point to a deeper bubble unwind, while others see the pullback as a buying opportunity and remain confident in demand.

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 include BCG-unresponsive papillary-only bladder cancer, broadening its eligible patient population. Traders largely view the decision as a significant commercial and regulatory positive, but many are frustrated by the muted share-price response, debating whether the news was priced in or held back by short selling, while some cite valuation and dilution risks.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs Neutron debut was pushed into 2027 after manufacturing defects were found in a first-stage carbon-composite dome, prompting a sharp selloff. Traders are divided between frustration over repeated delays and concerns about execution, costs, and competition, and the view that fixing the issue before flight is the prudent choice; broader weakness in growth and space stocks is also weighing on sentiment.

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 AI-infrastructure peers amid concern over Gartners warning that many independent neocloud providers may not survive independently, compounded by hot inflation data and worries about financing costs after CoreWeaves debt came under scrutiny. Traders are split between buying the pullback on belief that AI demand remains strong and fearing that high capital needs and borrowing costs could undermine the sectors business model.

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 under pressure amid a broader Korean-market and memory-stock selloff, with traders focused on fears that Chinese memory maker CXMT could become a stronger competitor and on concerns about AI spending and demand. Some traders view the competition threat as premature and the drop as overdone, arguing that SK Hynixs HBM position and AI-driven memory demand remain supportive.

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 prolonged slide to fresh 52-week lows, alongside repeated analyst price-target cuts and broader tech-market weakness, dominates discussion. Holders are split between viewing the companys growth and cash generation as undervalued and fearing more downside, with many waiting for earnings and guidance to clarify the outlook.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Microns sharp selloff alongside memory and semiconductor peers is being linked to fears that Chinas CXMT could intensify DRAM competition, alongside broader AI-stock weakness and inflation-driven rate concerns. Traders disagree on whether the decline is an overreaction given AI-memory demand or a warning about competition, profit-taking, and the durability of AI spending.

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