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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 patent-license and settlement agreement with Micron, resolving their pending legal disputes and establishing a five-year license, is driving attention. Traders largely celebrate it as validation of Netlists IP and a possible template for future deals, while debating the agreements economics and speculating about next steps with SK hynix and Google.

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 pneumonic-plague incident in Russia has fueled an outbreak-related rally in vaccine stocks, with traders speculating about future government funding and a possible short squeeze. Others argue the link is tenuous because Novavax has no plague vaccine and the disease is bacterial, while some point to the companys partnerships and vaccine business as broader support for the move.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

A sharp rally is drawing support from a bullish Morgan Stanley assessment and optimism about SpaceXs AI-computing, Starlink and Starship growth prospects, with traders also speculating about major AI customer deals. The bullish momentum and potential short squeeze are contested by concerns over lofty valuation, heavy spending, upcoming share unlocks and a possible pullback.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Runs five-year AI cloud compute agreement with a sovereign AI customer is driving discussion; traders identify Cohere as the counterparty and view the contract as a positive sign for its AI-infrastructure business. Some remain cautious, arguing that contract announcements may not sustain gains and that execution and upcoming results matter more.

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

Google and Constellations long-term nuclear-power partnership, including support for 890 MW of new capacity and a separate agreement for existing generation, is driving attention. Traders are broadly bullish on the deal as evidence of AI data centers demand for reliable power, though some question whether new contracts will translate into sustained share-price gains.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

A U.S.Japan statement highlighting AST SpaceMobiles cooperation with Rakuten and a completed TELUS network integration test have renewed attention to its direct-to-smartphone satellite plans. Bulls view the partner developments as progress, while skeptics point to launch delays and concerns about execution and the stocks weak performance.

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 Digitals agreement for access to up to 1 GW of potential power capacity in Finland, its first international AI-campus development, is driving attention; the site is being marketed and hyperscaler discussions are underway, but no customer commitment is announced. Traders are largely enthusiastic about the expansion, while others question its speculative nature, financing needs, and how the upcoming earnings report may affect the stock.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Evernorths approved merger with Armada and planned Nasdaq debut as a large XRP-treasury company have fueled a sharp, volatile run, with traders also focused on the low float and when XRPNW warrants can be exercised. Bulls see a scarce, XRP-linked momentum play, while bears warn the stock is overvalued and that warrant exercises could add share supply and pressure the price.

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 strong run to fresh highs is being tied to expectations that AI agents and rising cyber threats will lift demand for cybersecurity, alongside analyst upgrades and its AI-security positioning. Bulls are emphasizing momentum and growth potential, while bears argue the valuation is stretched and point to insider selling.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Shares are drawing attention after Cleveland-Cliffs planned visit by the U.S. energy secretary and other officials to showcase its Butler Works electrical-steel expansion, alongside a Wells Fargo upgrade and strength across steel stocks. Traders are debating whether the rally reflects these catalysts and higher steel prices or short covering, while some remain concerned about the companys debt.

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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.

ALZPF Alony Hetz Properties & Investments Ltd.