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Federal Reserve Chair Kevin Warshs Jackson Hole speech, emphasizing persistent inflation and a possible shift toward higher rates with less forward guidance, is driving SPY discussion. Traders are divided between viewing the hawkish tone as a downside risk and arguing that the markets rally shows investors are looking past it, producing volatile price action and skepticism about the Feds policy signal.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

Reports that Advent International and Stripe have abandoned their pursuit of PayPal are driving the sharp selloff as the takeover premium is removed. Traders are split between viewing the decline as an overreaction that highlights PayPals cash generation and buybacks, and arguing that the companys standalone outlook faces slowing growth and intensifying competition.

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

A post-earnings selloff is driving attention after IREN reported results below expectations, with a large non-cash impairment tied to its shift away from Bitcoin mining and concerns about substantial AI infrastructure spending and potential dilution. Traders remain divided: bulls emphasize the rapidly growing AI Cloud business, contracted 2026 ARR and a new undisclosed frontier-AI customer, while skeptics question managements lack of detail, execution and funding needs.

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

A post-earnings selloff is driving attention after Marvell delivered a modest beat and raised its multi-year outlook, but investors focused on gross-margin pressure, elevated valuation, and the fact that much of the Google AI-chip opportunity may not materially boost revenue until later years. Traders are split between viewing the decline as an overreaction and buying opportunity versus arguing that expectations were too high and the stock remains overvalued.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

A strong fiscal Q4 earnings beat and above-consensus outlook have driven attention toward Affirm, with traders emphasizing accelerating growth, profitability, and merchant adoption. The bullish reaction is tempered by repeated post-earnings selloffs and debate over one-time profit benefits, valuation, and rising credit or delinquency risk.

LightPath Technologies, Inc. engages in the design, development, manufacture, and distribution of optical and infrared components. Its products include molded glass and assemblies, infrared molded lenses, diamond turned, conventional ground and polished ground lenses and assemblies, and collimator assemblies, which are used in applications involving light detection and ranging technology. The firm supports a range of customers in the field of industrial, laser, defense, medical, telecommunications, and instrumentation. The company was founded in1985 and is headquartered in Orlando, FL.

Lightpath Technologies, Inc. - Ordinary Shares - Class A

The sharp selloff is centered on an Army notice widening the competition for the NGSRI Stinger-replacement program, which traders fear could delay down-selection and weaken LightPaths anticipated missile-related opportunity. Others argue the notice does not change the targeted production timeline and could create additional seeker-design opportunities, making the reaction an overcorrection.

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

A post-earnings selloff, compounded by multiple analyst price-target cuts and concerns about slowing growth and execution of AppLovins e-commerce expansion, is driving attention. Traders are divided between bears expecting further downside and bulls calling the decline an overreaction, citing strong fundamentals, potential buybacks, e-commerce adoption, and possible short covering as reasons for a rebound.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrikes quarterly results, record recurring-revenue growth and raised full-year outlooksupported by accelerating demand for AI-focused cybersecuritysparked the initial surge and analyst optimism. The community is now divided, with bulls citing strong execution and cybersecurity tailwinds while bears point to stretched valuation, insider selling and profit-taking behind the sharp pullback.

First Majestic Silver Corp. engages in the production, development, exploration, and acquisition of mineral properties, with a focus on silver and gold production in North America. It owns and operates producing mines in Mexico, including the Santa Elena Silver & Gold Mine, the Los Gatos Silver Mine, the San Dimas Silver & Gold Mine, and the La Encantada Silver Mine. It also owns the Jerritt Canyon Gold Mine in Nevada, USA, which is currently in the process of restarting. The company was founded by Keith Neumeyer on September 26, 1979 and is headquartered in Vancouver, Canada.

First Majestic Silver Corporation

Silvers rebound and perceived breakout setup are driving attention, with traders linking potential upside in First Majestic to expectations for easier Fed policy, a weaker dollar, and stressed bond markets. The community is broadly bullish on miners leverage to silver, though some traders expect further consolidation, resistance-driven pullbacks, or continued underperformance and cite volatile price action as evidence of manipulation.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

Treasury Secretary Scott Bessents expanded long-term bond buybacks, viewed by traders as QE-like support amid bond-market stress, are driving attention to SLV as a hedge against dollar debasement and lower real yields. The community is broadly bullish on a silver breakout, though some traders warn that resistance, overbought conditions, and volatile Fed commentary could trigger a pullback.

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Data Center Pushback May Give Hyperscalers an Edge: ETFs to Consider

Political and community pushback is reshaping the data center boom, but the shift could favor hyperscalers. Here are the ETFs that could gain.

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