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Invesco QQQ Trust Series 1

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. 

Elon Musks warning that tighter debt markets could drive failures and consolidation among neocloud providers has intensified concern about AI-infrastructure financing and weighed on sentiment toward NBIS. Traders disagree on whether Nebius is exposed or relatively well positioned, pointing to its Citi financing and customer contracts; some also speculate that Musks remarks serve SpaceXs competitive interests.

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

Elon Musks warning that many neocloud providers could fail or consolidate has intensified selling in CoreWeave, alongside broader concerns about its debt-heavy expansion and access to financing. Traders debate whether those risks outweigh AI demand and Nvidias backing, with some viewing Musks remarks as competitive posturing and others fearing further financial stress.

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

IREN is drawing attention amid a broad selloff in AI infrastructure and neocloud stocks, as traders debate debt-heavy expansion and Elon Musks warning that tighter financing could drive failures and consolidation. Some see the concerns as a threat to the sector; others argue IRENs customer contracts and AI-compute demand distinguish it from weaker operators.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is being swept into a selloff in AI data-center and neocloud stocks after Elon Musks warnings about tight debt markets and failures among smaller operators intensified concerns about financing and sector valuations. Traders debate whether those risks apply equally to APLD, citing its leased data-center projects and insider buying as reasons for optimism, while others remain concerned about debt and continued share-price weakness.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Brazilian assets are under pressure after Lulas election victory upset expectations that a more market-friendly Bolsonaro administration would prevail, prompting traders to reassess the countrys political and economic outlook. The community is split between viewing the selloff as an overreaction and treating it as a buying opportunity; some election-fraud claims remain speculation.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibres quarterly results have driven attention: strong revenue and commerce growth were accompanied by lower earnings and margin compression as the company invests in logistics and credit, prompting a share-price selloff. Bulls view the spending as an investment in future growth, while skeptics question when profitability will improve.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

CIFR is caught in a broad selloff across AI data-center and neocloud stocks as traders react to Elon Musks warnings about tighter financing and possible stranded compute; concerns about the companys convertible-note offering and share dilution add pressure. Bulls argue Ciphers powered-shell, long-term lease model differs from GPU-owning neoclouds, while bears question financing, execution and whether signed deals can support its valuation.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

A quarterly earnings beat and raised outlook, alongside a record backlog and a decade-long F-35 production framework, are driving attention and fueling bullish reactions to LMTs sharp move. Some traders see continued momentum, while others caution that the stock may be overbought and flag execution and cash-flow risks.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Brazils presidential election result is driving attention, with traders linking the surprise outcome to a selloff in Brazilian stocks and uncertainty about the countrys economic outlook. Some see the drop in NU as a buying opportunity, while others expect continued volatility and further downside.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

COMP is drawing attention around its institutional-finance pivot, including a reported treasury-funded program, new leadership, and the Institutional Market launch, alongside anticipation of the protocols v4 roadmap. Bulls cite the limited token supply and potential for tokenized assets to expand DeFi lending, while skeptics point to COMPs weak price action and underperformance versus other crypto assets.

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Astera Labs, Inc. (ALAB) Outpaces Stock Market Gains: What You Should Know

In the closing of the recent trading day, Astera Labs, Inc. (ALAB) stood at $290.06, denoting a +1.85% move from the preceding trading day.

ALAB vs. CSCO: Which AI Infrastructure Stock Is a Better Buy?

Astera Labs' strong AI connectivity growth and 81.5% stock surge stand out, but Cisco offers greater upside potential with robust networking demand and a lower valuation.

Credo's SRMO Workstream: Can Micro-Emitter Optics Unlock AI Growth?

CRDO is helping shape next-generation AI data center connectivity through an OCP workstream targeting 2027 approval for micro-emitter optics specifications.

Lumentum, Astera Labs, and Corning to Demonstrate 1060 nm VCSEL-Based PCIe over Optics for AI Rack-Scale Connectivity at the 2026 OCP Global Summit

Lumentum Holdings Inc. (NASDAQ: LITE), Astera Labs, Inc. (NASDAQ: ALAB), and Corning Incorporated (NYSE: GLW) today announced a joint demonstration of PCIe-over-optics connectivity for AI rack-scale architectures at the 2026 OCP Global Summit in San Jose, California. The rack-level demonstration...

ALAB Expands PCIe Portfolio With Aries 7: Can it Beat MRVL & CRDO?

Astera Labs expands its PCIe portfolio with Aries 7, strengthening its AI connectivity push against Marvell and Credo amid surging demand and stiff competition.


CRDO's Retimer Business Gains Steam: Can the Momentum Continue?

Credo Technology's retimer portfolio is emerging as a key growth engine as AI infrastructure demand drives record revenue and new product gains.

Why Is Astera Labs Stock Surging on Tuesday?

Astera Labs (NASDAQ: ALAB) stock is surging Tuesday amid a broader AI and semiconductor rally. Here's what's driving ALAB shares higher.read more...

Should You Buy, Sell, or Hold ALAB Stock After a 118% YTD Rise?

Astera Labs' 118% YTD rally reflects surging AI connectivity demand, but rich valuation, rising costs and tougher competition cloud the outlook.


MRVL's Alliance With NVDA & MSFT: Can It Challenge ALAB & AVGO ?

Marvell Technology is deepening its ties with NVIDIA and Microsoft to expand AI infrastructure and cloud security as it takes on Broadcom and Astera Labs.

MRVL Stock Skyrockets 221% YTD: Should Investors Buy, Sell or Hold?

Marvell Technology's AI-driven growth is accelerating, but its premium valuation, customer concentration and fierce competition warrant caution.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Mizuho Says Memory Upside Has More Room To Run — Sees Chip Equipment As The Next Opportunity

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Klein called Micron and memory stocks “dirt cheap” and expects free cash flow to accelerate significantly, according to Investing.com</li><li>Astera Labs was the exception to Klein’s view that most chip stocks look inexpensive relative to their growth potential.</li><li>DRAM equipment sales are projected to rise 39% to $38.8 billion in 2026, according to SEMI.</li></ul>Memory stocks still have room to run, while semiconductor equipment could emerge as the next opportunity in the chip trade, according to Mizuho’s technology, media and telecommunications specialist Jordan Klein.According to the Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investing.com/news/stock-market-news/these-ai-chip-stocks-are-dirt-cheap-mizuho-says-4927418">report</a>, Klein said he has grown more confident in the durability and upside potential of memory, semiconductor equipment, foundries, and parts of the hardware sector, including servers.&nbsp;The analyst added that positioning in semiconductors remains well below summer highs, even as fundamentals have strengthened. Investors should remain overweight the sector, he said.&nbsp;<h2 class="st-heading-2">Chip Equipment Emerges As Another Opportunity</h2>Klein said semiconductor equipment and analog chipmakers are the least-owned parts of the sector. He favored adding equipment exposure in the near term while being more selective with analog names. The analyst noted that SK Hynix and Samsung both closed at their highs in Korea, which is a good sign.As per the report, Klein described Micron Technology (MU) and memory stocks as “dirt cheap” and said free cash flow should accelerate significantly.Micron’s fiscal fourth-quarter (Q4) revenue rose to $54.23 billion from $11.32 billion a year earlier, while the company expects fiscal first-quarter revenue of $61.5 billion, plus or minus $1.5 billion.According to Klein, the main takeaway from Micron’s earnings update was that supply conditions are tight and should tighten further next year.<h2>Astera Stands Out On Valuation</h2>Klein said almost every chip stock looks inexpensive relative to its growth potential, with Astera Labs (<a class="mention" data-mention="$ALAB" data-symbol-id="ALAB" href="https://stocktwits.com/symbol/ALAB" target="_blank">ALAB</a>) being the exception, according to the Investing.com report.Astera reported second-quarter (Q2) revenue of $392.4 million, up 104% year over year, and expects third-quarter revenue of $540 million to $560 million as its Scorpio X-Series fabric switches ramp into volume production.Klein urged investors to look past day-to-day rotations between chip and software stocks, which he attributed to quantitative, passive, and systematic fund flows.<h2>Memory Supply Remains Tight</h2>TrendForce expects conventional DRAM contract prices to rise 10% to 15% sequentially in the fourth quarter. It also expects high-bandwidth memory (HBM) supply to remain constrained through 2027 as it competes with conventional memory for advanced-process and wafer capacity.Spending on semiconductor manufacturing equipment continues to rise, with memory-related investment driving much of the increase. SEMI expects dynamic random-access memory (DRAM) equipment sales to jump 39% to $38.8 billion in 2026, followed by another 27.4% increase in 2027.Korea’s equipment spending is being driven by advanced memory technologies, including high-bandwidth memory.<h2 class="st-heading-2">Retail Sentiment Around <a class="mention" data-mention="$ALAB" data-symbol-id="ALAB" href="https://stocktwits.com/symbol/ALAB" target="_blank">ALAB</a>, MU, DRAM</h2>On Stocktwits, retail investors’ sentiment around <a href="https://stocktwits.com/symbol/ALAB">ALAB stock</a> remained ‘bearish’, while sentiment surrounding <a href="https://stocktwits.com/symbol/MU">MU stock</a> turned ‘extremely bullish’. Sentiment around the Roundhill Memory ETF (DRAM) was ‘bullish’So far this year, Astera Labs stock has rallied over 98%, while Micron stock has surged more than 228%. In comparison, the Roundhill Memory ETF (<a href="https://stocktwits.com/symbol/DRAM">DRAM</a>), which tracks semiconductor companies that produce and supply HBM, NAND, and DRAM, has risen 118% over the same period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-s-fall-product-cycle-could-support-revenue-growth-says-morgan-stanley-sees-memory-costs-as-an-offsetting-factor/cZD0dCTRBiA">Apple’s Fall Product Cycle Could Support Revenue Growth, Says Morgan Stanley — Sees Memory Costs As An Offsetting Factor</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

SK Hynix Inc. 12-layer HBM4E memory chips on a LPDDR5X CAMM2 memory module arranged at the company's office in Seongnam, South Korea. Photographer: SeongJoon Cho/Bloomberg via Getty Images

Memory stocks still have room to run, while semiconductor equipment could emerge as the next opportunity in the chip trade, according to Mizuho’s technology, media and telecommunications specialist Jordan Klein.

Mizuho’s Jordan Klein reportedly said stronger fundamentals and lighter positioning leave further upside across memory and other parts of the semiconductor sector, with equipment names standing out as an underowned area.

Astera Labs Inc

Roundhill ETF Trust - Roundhill Memory ETF

SK Hynix Inc - ADR

$OUST

$BSX

$ALAB

$CRCL

Which of these trending stocks are you most bullish on right now?

Current Price	$257.16
Prev Close	$257.82
Open	$259.51
Dividend Yield	0.00%
50-Day Moving Average	$310.76
Beta	2.97
Avg. Volume	4.09M
PE Ratio	126.62

52-Week High	$499.48
52-Week Low	$97.89
Market Capitalization	$44.61B
EPS (Annual)	$1.22
Price to Book	25.85
Revenue Per Employee	$1.13M

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