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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IRENs quarterly results and earnings call are driving attention, with strong AI-cloud growth and a larger backlog countered by a delay in bringing contracted capacity online until January or February after a customer-requested redesign and supplier timing. Bulls point to demand and customer prepayments, while bears focus on execution, debt and remaining capital needs amid a sharp, volatile selloff and rebound in AI-related shares.

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

Micron is caught in a broad AI and semiconductor selloff as election-related concerns about tighter data-center rules and slower infrastructure spending prompt investors to reassess the AI trade. Traders debate whether those fears are overblown and are buying the sharp dip, while others warn the downturn may continue and question whether any rebound will hold.

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

Nvidia is caught in a broad semiconductor selloff as traders reassess whether political pushback and proposed restrictions on data-center construction could slow AI infrastructure spending. The community is split between fears of an AI-capex reset and dip buyers who argue demand remains strong and projects can move to other locations.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X ETF

A sharp selloff in semiconductor stocks has fueled a rally in the 3x inverse SOXS, amid trader concerns about AI spending and data-center policy; others are looking for a chip rebound and warning that the leveraged ETFs volatility can quickly reverse gains.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention after a sharp technology selloff, with traders linking the move to worries that post-election opposition or regulation could slow data-center construction and AI spending. The community is split between calling the rebound a temporary bounce and viewing the selloff as an opportunity, while debating whether the AI-growth outlook has materially changed.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

A sharp selloff in Rigetti and other quantum-computing stocks has traders focused on the companys upcoming earnings and the sectors weak near-term fundamentals. Dip buyers expect a rebound and point to quantums long-term potential, while skeptics cite limited commercial revenue, cash burn, dilution risk, and high valuations.

Core Scientific, Inc. engages in the business of operating a purpose-built facility for digital asset mining and provision of blockchain infrastructure, software solutions, and services. It operates under the Mining and Hosting segments. The Mining segment focuses on bitcoin mining for the company's own account. The Hosting segment includes blockchain infrastructure and third-party hosting business. The company was founded by Michael Jeffrey Levitt and Darin Feinstein on December 13, 2017 and is headquartered in Dover, DE.

Core Scientific Inc - Ordinary Shares - New

Core Scientific Inc

Core Scientifics quarterly results highlighted its shift from Bitcoin mining to AI colocation, with the business now accounting for most revenue and its first major contract nearing full delivery. Traders praised the growth and execution, while others focused on heavy capital needs, debt and customer concentration amid the share-price selloff.

Aduro Clean Technologies, Inc. engages in the manufacture of oils and specialty chemicals using waste plastics. It focuses on hydrochemolytic technology to transform post-consumer polymer waste into a resource for the circular economy. It also develops a novel chemical conversion process to transform waste plastics and low grade renewable oils into renewable fuels and specialty chemicals. The company was founded on January 10, 2018 by Ofer Vicus and William Marcus Trygstad and is headquartered in London, Canada.

Aduro Clean Technologies Inc

Aduros reported 120-hour NGP pilot campaign using post-consumer plastic and achieving roughly 85% condensable hydrocarbon yield is driving discussion. Bulls view it as progress toward commercialization, while skeptics argue the pilot results do not establish viable economics or commercial-scale performance.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs quarterly earnings beat and higher full-year revenue outlook are drawing attention, but shares have sold off despite the upbeat results. Traders are weighing growth and backlog against cash burn, dilution, and whether reported growth reflects durable demand for IonQs core platform.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is drawing attention after strong quarterly results and an aggressive 2027 outlook failed to prevent a sharp selloff alongside AI and semiconductor stocks. Bulls see the decline as disconnected from demand for data-center hardware, while skeptics point to weaker cash-flow expectations, low margins, and customer concentration as risks to that growth story.

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