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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

A sharp AI/semiconductor rally, with traders citing heavy call buying, gamma- and short-squeeze potential, and sustained AI-chip demand, has driven AMD attention despite the Fed rate hike. Bulls view the move as a breakout in the AI trade, while bears argue the stock is overextended and richly valued, expecting a pullback.

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 proposed convertible-debt offering and new ATM share-sale program are driving attention, with traders focused on added leverage, potential dilution, and managements poor timing. Some bulls argue the financing supports expansion backed by strong AI-compute demand and higher pricing, but the prevailing reaction is bearish and has weighed on the broader neocloud sector.

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

Wells Fargos initiation of coverage with an Overweight rating and recognition of Applied Digitals contracted AI data-center capacity, power advantages, and valuation discount has driven attention. Traders are broadly bullish, though some caution that rumored Meta or Oracle tenant details remain unconfirmed and that higher rates and financing risk could pressure the stock.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

CEO Kelly Ortbergs comments that 737 production remains unstable because of wing-production bottlenecks, alongside slower 787 ramp-up and potential labor disruption, are driving attention and selling pressure. Traders are split between viewing the reaction as justified evidence of execution and cash-flow risks and calling it an overreaction given Boeings backlog, expected 737 MAX 10 certification, and long-term recovery prospects.

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

Patrick Soon-Shiongs Nant Capital investment in PDS Biotech, including board involvement and a licensing option for an HPV-targeted immunotherapy, has renewed speculation about strategic synergies with ImmunityBios ANKTIVA platform. Traders are also attributing IBRXs high-volume move to broader oncology momentum and possible short covering, although no new IBRX-specific announcement is confirmed.

Goodyear Tire & Rubber Co. engages in the development, manufacture, distribution, and sale of tires. It operates through the following geographical segments: Americas, Europe, Middle East, and Africa, and Asia Pacific. The Americas segment is involved in the development, manufacture, distribution, and sale of tires and related products and services in North, Central, and South America. The Europe, Middle East, and Africa segment focuses on the development, manufacture, distribution, and sale of tires for automobiles, trucks, buses, aircraft, motorcycles, earthmoving, mining, and industrial equipment throughout Europe, the Middle East, and Africa. The Asia Pacific segment refers to the development, manufacture, distribution, and sales of tires for automobiles, trucks, buses, aircraft, farm, earthmoving, mining, and industrial equipment throughout the Asia Pacific region. The company was founded by Frank A. Seiberling on August 29, 1898 and is headquartered in Akron, OH.

Goodyear Tire & Rubber Co.

Speculation about a Goodyear buyout or take-private deal is driving attention, with traders citing the depressed valuation and short interest despite no confirmed offer. The debate is sharply divided between a potential turnaround or short squeeze and concerns over heavy debt, losses, oil-sensitive costs, and bankruptcy risk.

Generac Holdings, Inc. engages in the business of designing and manufacturing energy technology solutions. It operates under the Domestic and International segments. The Domestic segment includes the legacy Generac business and the acquisitions that are based in the United States and Canada. The International segment focuses on Generac business' Latin American export operations. The company was founded in 1959 and is headquartered in Waukesha, WI.

Generac Holdings Inc

Generac is drawing attention after signing a long-term agreement to supply backup generators for Amazon data centers, reinforcing its positioning as an AI-infrastructure power supplier. Traders are broadly bullish on the added data-center revenue visibility, while others are focused on profit-taking, the Amazon share warrant, and uncertainty around the agreements full potential.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Merck and Modernas positive Phase 3 personalized melanoma cancer-vaccine results are driving attention to Tempus AI because the program used Personalis genomic-sequencing technology, which Tempus is acquiring, reinforcing the strategic value of its precision-oncology platform. Traders are also discussing potential short- and gamma-squeeze dynamics, while some caution that the rally is a sympathy move and that valuation and acquisition risks remain significant.

Lennar Corp. engages in the provision of real estate related financial and investment management services. It operates through the following segments: Homebuilding, Financial Services, Multifamily, and Lennar Other. The Homebuilding segment refers to the construction and sale of single-family attached and detached homes and the purchase, development, and sale of residential land directly and through entities. The Financial Services segment focuses on mortgage financing, title, and closing services for buyers. The Multifamily segment is involved in the development, construction, and property management of multifamily rental properties. The Lennar Other segment includes funds, asset management platform, and strategic investments in technology companies. The company was founded in 1954 and is headquartered in Miami, FL.

Lennar Corp. - Ordinary Shares - Class A

Lennar Corp.

Lennar is drawing attention after a quarterly earnings miss, weaker orders and margin pressure, and another cut to its full-year delivery outlook, with traders tying the deterioration to elevated mortgage rates and affordability challenges. The reaction is largely bearish, though some traders argue the bad news is priced in or point to short covering as the stocks bounce and resilience spark debate.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklos new at-the-market equity offering is driving attention, with traders focused on potential dilution alongside recurring insider sales and the companys pre-revenue status. Bulls view the financing as runway for its advanced-nuclear and AI data-center opportunity, while bears see it as evidence of continued shareholder dilution and execution risk.

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$NCLH This morning was tough for the bulls as it looked like their window to load the boat with cheap shares was closing. But then things started going their way, big time

mkt_screwed

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Norwegian Cruise Line Holdings Ltd

 This morning was tough for the bulls as it looked like their window to load the boat with cheap shares was closing. But then things started going their way, big time

Insanity Wolf

@insanitywolftrading I wouldn&#39;t gloat too much. Lot of people didn&#39;t expect the president would sabotage his own country and be such an absolute perverse scumbag piece of shit. My new is an asshole, a liar, a criminal but he&#39;s gone above board in terms of pure incompetence and stupidity. A real friend of the shorts but that party&#39;s over very soon

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 I wouldn't gloat too much. Lot of people didn't expect the president would sabotage his own country and be such an absolute perverse scumbag piece of shit. My new is an asshole, a liar, a criminal but he's gone above board in terms of pure incompetence and stupidity. A real friend of the shorts but that party's over very soon