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MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs sharp selloff and persistent weaknesseven as Bitcoin has held upare fueling concerns about its Bitcoin strategy and unproven AI/data-center pivot, particularly the lack of signed tenant leases. Many traders are bearish on the companys execution and fundamentals, while others view the decline as overdone and anticipate a rebound or short squeeze.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Q3 earnings are the main focus, with traders split between expecting strong results and guidance to support a rebound and warning that elevated expectations could trigger a sell-the-news reaction. That debate is playing out amid a sharp pullback in AI and growth stocks, despite Blooms data-center power deals supporting the longer-term demand story.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

VICR is drawing attention ahead of its Q3 earnings report after two increases to revenue guidance, which traders link to higher royalties from its Vertical Power Delivery technology licenses. The shares steep pullback has split the community between dip buyers expecting strong results and traders concerned about continued selling and volatility.

Arcturus Therapeutics Holdings, Inc. operates as a late-stage clinical mRNA medicines and vaccine company, which engages in the development of infectious disease vaccines and significant opportunities within liver and respiratory rare diseases. Its products include LUNAR-COV19, LUNAR-FLU, LUNAR-OTC, and LUNAR-CF. The company was founded in 2013 and is headquartered in San Diego, CA.

Arcturus Therapeutics Holdings Inc

A reported jump in ARKGs ARCT share count has sparked speculation that Cathie Woods fund made a major purchase or knows something, while some traders suspect a filing typo. Others attribute the increase to ETF share-creation mechanics rather than a deliberate ARK buying decision; no confirmed large discretionary purchase is established in the discussion.

AbbVie, Inc. is a research-based biopharmaceutical company, which engages in the development and sale of pharmaceutical products. It focuses on treating conditions such as chronic autoimmune diseases in rheumatology, gastroenterology, and dermatology, oncology, including blood cancers, virology, including hepatitis C virus (HCV) and human immunodeficiency virus (HIV), neurological disorders such as Parkinson’s disease, metabolic disorders, including thyroid disease and complications associated with cystic fibrosis, pain associated with endometriosis, and other serious health conditions. The company was founded on October 19, 2011 and is headquartered in North Chicago, IL.

Abbvie Inc

AbbVies rally and repeated 52-week highs are drawing attention amid a broader rotation into defensive healthcare stocks, with traders also citing positive Crohns disease and oncology pipeline updates. Sentiment is largely bullish on the breakout and dividend profile, though some traders caution that the stock looks extended and may pull back.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts withdrawal from a UK data-center agreement with Nscale, reportedly because grid power may not be available until the 2030s, has traders debating whether it reflects a site-specific power constraint or broader caution about AI infrastructure spending. Some view the exit as sensible discipline with little near-term impact, while others worry it could signal more canceled projects and pressure on the AI trade.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET is drawing attention after a steep slide alongside semiconductor and AI-infrastructure stocks, with traders debating whether broad sector weakness or doubts about scaling its optical-interconnect business are driving the decline. Bulls point to Lumilens-related orders and AI data-center demand, while skeptics cite limited commercial proof, cash burn, dilution and uncertainty over the production ramp.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSpark is drawing attention after a sharp selloff alongside Bitcoin miners and other high-beta stocks, with traders citing macro and interest-rate pressure, short selling, and concerns about the cost of financing its AI data-center expansion. Bulls point to its Meta-backed data-center plans and view the pullback as oversold near support, while bears question whether the deal and Bitcoin exposure can offset the debt and ongoing weakness.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances ESMO data on lifileucel is driving attention, particularly mature results for the frontline melanoma combination with pembrolizumab and early sarcoma findings. Bulls see durable melanoma responses and possible expansion opportunities as encouraging, while skeptics note the small cohorts, preliminary sarcoma evidence, and that the melanoma results do not establish success in the blinded Phase 3 trial.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers 57-abstract IDWeek slate, including updates on its Lyme and next-generation pneumococcal vaccines, is fueling interest in possible pipeline catalysts. Traders are upbeat about the stocks push toward a 52-week high, though some caution that presentations would need a meaningful surprise to move the large-cap stock materially.

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argenx Meets Primary Endpoint in Phase II Celiac Disease Study

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Amarin Corp. Plc is a pharmaceutical company, which focuses on the commercialization and development of therapeutics for cardiovascular health. It focuses on the development and commercialization of Vascepa capsules. The company was founded by Geoffrey William Guy on March 1, 1989 and is headquartered in Dublin, Ireland.

Amarin Corp - ADR

Extremely Bearish Sentiment

Hold rates steady

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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? 
 
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