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Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Hotter-than-expected inflation revived fears of further Fed rate hikes, weighing on the rate-sensitive Nasdaq and intensifying selling in semiconductor and AI-linked stocks. Traders debate whether the pullback is a buying opportunity or a deeper unwind, with concerns about AI spending and financing competing with calls for a relief bounce.

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

Hotter-than-expected inflation revived fears of further Fed rate hikes, while weakness in technology and semiconductor stocks added pressure to the S&P 500. Traders are split between buying the dip and bracing for a deeper pullback, with upcoming producer-price data seen as a key test for whether the selloff continues or rebounds.

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

CoreWeave is under pressure after Gartner warned that most independent neocloud providers could fail or consolidate as AI infrastructure spending outpaces expected revenue; concerns about the companys heavy borrowing and rising bond yields, compounded by hotter inflation and rate worries, intensified the selloff. Traders are split between fears of financing stress and bankruptcy and the view that CoreWeaves contracted backlog and AI demand can support its business.

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 Lab pushed Neutrons first flight into 2027 after manufacturing issues with a first-stage carbon-composite dome, prompting a sharp selloff and concern that repeated delays could postpone growth and revenue. Traders are divided: critics question managements execution and the stocks valuation, while supporters say fixing the defect before flight is the prudent choice and point to Rocket Labs broader 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

Hot inflation data and rising expectations for Fed tightening are weighing on Nvidia alongside the broader tech and semiconductor selloff. Traders are split between viewing the pullback as a buying opportunity and worrying that AI infrastructure spending, including credit risks among neoclouds, may be unsustainable.

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 selling off alongside other AI infrastructure and neocloud stocks after Gartner warned that more than 80% of independent neocloud providers could cease operating independently by 2030; hot inflation data and concerns about rising financing costs have added pressure. Traders are split between viewing the decline as a buying opportunity amid continued AI demand and fearing that heavy capital needs and debt make the sector vulnerable.

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 BCG-unresponsive papillary-only bladder cancer, broadening its potential patient population ahead of the expected decision date. Traders largely welcomed the expansion as a growth opportunity, while many were frustrated by the muted share-price response and debated whether the news was already priced in; concerns about valuation and dilution also surfaced.

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 steep slide to fresh 52-week lows, amid repeated analyst price-target cuts and an approaching earnings report, is driving discussion; traders are debating whether the decline reflects broader market pressure and sentiment or risks to the companys outlook. Frustrated bullish holders cite strong growth and cash generation and are waiting for earnings to clarify the picture, while others fear further losses if results or guidance disappoint.

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 Palantir-backed Regna AI venture and recent defense milestones are drawing attention, but traders are focused on the stocks steep decline despite the announcements. Bulls point to the defense and AI opportunity and speculate about short-covering, while bears emphasize dilution, ongoing losses, and weak price action.

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 alongside Korean memory stocks as traders weigh Chinas CXMT memory-chip ambitions and broader concerns about AI spending, rates and foreign selling in the Korean market. The community is split between those fearing more downside and dip buyers who argue the competitive threat is premature and SK Hynixs HBM position and AI demand remain strong.

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