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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 revenue outlook, with growth tied to AI data-center demand and custom silicon, is driving attention. Bulls welcomed the stronger long-term growth case, while others questioned the valuation and sold into the sharp move, calling it a possible sell-the-news reaction.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

A suspected Russian pneumonic-plague incident sparked a vaccine-stock rally, with traders debating whether the move can hold given Novavax has no plague vaccine. The sharp reversal has fueled talk of profit-taking and short-squeeze dynamics, while some bullish traders point to the Sanofi/Takeda vaccine rollout and Matrix-M potential as longer-term support.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists attention is driven by its newly confirmed five-year patent-license and settlement agreement with Micron, which resolves pending litigation and establishes recurring licensing payments. Many traders view the deal as validation of Netlists technology and a step toward future agreements, while others criticize the terms and the share issuance; possible SK Hynix and Google developments remain speculation.

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 drawing attention as its U.S. ADR trades at a steep premium to its Korean-listed shares while the Korean market and memory stocks face selling pressure. Traders are debating whether that valuation gap and Korea-led weakness could weigh on the ADR, while others remain bullish on AI-driven HBM demand and view the pullback as a buying opportunity.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistras conditional federal financing for upgrades to its Pennsylvania and Ohio nuclear plants is driving attention, with traders viewing the added capacity as a potential beneficiary of rising AI and data-center power demand. The move has drawn a bullish reaction, though some traders are cautious about the loans conditions, debt burden and volatile price action.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Constellations long-term nuclear-power agreement with Googlesupporting 890 MW of new capacity and additional power supplyis driving attention, with traders tying the deal to AI data-center demand and the need for reliable electricity. The reaction is broadly bullish on CEG and the nuclear-power theme, though some traders caution that the rally could fade or invite profit-taking.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is drawing attention after Oppenheimer initiated coverage with an Outperform rating, reinforcing the communitys data-center power growth thesis alongside discussion of its Fit Energy projects. Bulls point to the analyst support and heavy short interest, while skeptics question whether the company can convert reservations and pipeline opportunities into profitable execution.

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 acquisition of Inferize is driving attention, with traders focused on its potential to reduce idle GPU time and improve efficiency in the companys AI inference platform. The reaction is broadly positive, though some traders are wary of the stocks sharp swings and its difficulty holding above the $250 area.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel shares are under pressure after Elon Musk confirmed discussions with TSMC about a possible role in Terafab, where Intel is already a partner. Traders disagree on whether TSMC would simply add capacity to a large project or threaten Intels position, with some viewing the selloff as overdone and others concerned about competition.

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

TEMs sharp pullback is prompting debate over profit-taking and a technical reset after a volatile run, with traders also pointing to weakness across biotech peers. No clear company-specific catalyst is established; speculation about the Personalis deal and other explanations remains unconfirmed.

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26 Capital Acquisition Corp. is a blank check company, which engages in the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Jason Ader on August 24, 2020 and is headquartered in Miami, FL.

26 Capital Acquisition Corp - Units (1 Ord Class A & 1/2 War)

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

ADERU 26 Capital Acquisition Corp.