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Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Reports that OpenAIs latest high-speed model tier is using Nvidia GPUs rather than Cerebras hardware have raised concerns about Cerebras relationship with a key customer and pressured the shares. Traders are also watching upcoming insider share unlocks as a potential source of selling, while bulls call the decline overdone and bears warn that further downside is possible.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trumps Russian diesel deal and the prolonged Iran conflict dominate discussion, with traders debating whether the deal can ease fuel costs as oil prices remain a concern and Russia-Ukraine ceasefire claims face skepticism. The reaction is broadly bearish toward DJT, with some holders still expressing confidence but many focusing on the stocks decline and questioning the companys value.

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 and Palantir launched Regna AI, a venture focused on mission-specific sovereign AI for defense and government customers, drawing attention to the companies expanded collaboration. Bulls see potential to differentiate Ondas beyond drone hardware, while skeptics point to the muted share-price reaction and say the partnership needs to show concrete financial results.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle shares are under pressure as Starbucks explicit denial of takeover plans unwinds the earlier buyout-driven rally. Traders are split between viewing the drop as an overreaction and buying the dip, while others see the deal speculation as finished and remain concerned about CMGs weakness.

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

A persistent selloff, amplified in traders discussion by KBW reiterating its bearish rating and lowering its view ahead of SoFis upcoming earnings, is the main focus; high rates and concerns about valuation and dilution also weigh on sentiment. Bears point to the weak price action, while bulls argue the companys growth remains strong and view the decline as disconnected from its business performance; some attribute the moves to short selling or manipulation without evidence.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells Investor Day outlook sharply raised long-term growth expectations, with management pointing to AI data-center demand for custom silicon and connectivity as key drivers; analyst upgrades added to the bullish reaction. Traders are divided after the initial rally faded, with some viewing pullbacks as temporary while others question whether lofty expectations are priced in amid broader semiconductor weakness.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealths upcoming Q3 earnings report is the dominant focus, with traders weighing hopes for a beat and raised guidance against bets on a sharp post-report decline. The debate reflects the stocks prolonged weakness since its prior report and concerns about medical costs, with Medicare Advantage ratings adding context to the recovery outlook.

Starbucks Corp. engages in the production, marketing, and retailing of specialty coffee. It operates through the following segments: North America, International, and Channel Development. The North America segment focuses on the United States and Canada. The International segment is involved in China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America, and Caribbean. The Channel Development segment includes roasted whole bean and ground coffees, Seattle’s Best Coffee, and Teavana-branded single-serve products. The company was founded by Jerry Baldwin and Howard D. Schultz on November 4, 1985, and is headquartered in Seattle, WA.

Starbucks Corp.

Starbucks Corp

Starbucks denial that it plans to acquire Chipotle has become the dominant topic, with the company saying it is focused on its Back to Starbucks turnaround. Traders are split between welcoming the end of takeover uncertainty and arguing that the rumors and denial drove volatile trading without a stronger rebound.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Semiconductor shares are under pressure amid concerns about Chinese memory-chip competition and reports of lower-than-circulated OpenAI revenue, which have revived questions about the durability of AI infrastructure spending. Traders are split between expecting further correction and viewing the selloff as a dip-buying opportunity, with some pointing to oversold technical conditions.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is under pressure after Wells Fargos double downgrade renewed concerns about slowing recurring-revenue growth, while traders debate whether free, AI-assisted ArtCraft clones could erode its creative-software customer base. Bears see a threat to lower-end users and pricing power; bulls argue the clones lack the reliability and enterprise workflows that protect Adobes ecosystem.

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Reliance Industries Ltd.

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