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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 AI neoclouds has fueled selling in NBIS and debate over its financing risk. Bulls argue Nebius is better positioned than smaller peers, pointing to its Citi credit facility and managements assurance that it has funding to continue its expansion.

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

Elon Musks warning that tighter financing could force failures and consolidation among AI neoclouds has fueled selling across data-center stocks, with traders debating whether Applied Digitals debt and exposure to CoreWeave make it vulnerable. Bulls counter that APLDs contracted data-center leases, ongoing buildout and reported insider buying distinguish it from smaller GPU-cloud operators; broader concerns about sector financing and debt remain prominent.

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 caught in a selloff across AI neocloud stocks as investors worry about debt-fueled expansion and tighter financing; Elon Musks warnings of sector failures and consolidation have intensified the debate. Traders are split between dismissing the comments as competitive FUD and emphasizing IRENs contracts and infrastructure, versus worrying about debt, execution and further downside.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

DIA is drawing attention amid a broad Dow pullback, with traders citing escalating U.S.Iran tensions, surging oil and worries that the tech and AI selloff could spread beyond growth stocks. The conversation is split between fears of further weakness as inflation and rate concerns build and views that the Dows relative resilience reflects rotation into blue-chip and value shares.

Petróleo Brasileiro SA engages in oil and gas exploration, production, and distribution activities. It operates through the following segments: Exploration and Production; Refining, Transportation, and Marketing; and Gas and Low Carbon Energies. The Exploration and Production segment covers the activities of exploration, development, and production of crude oil, natural gas liquid, and natural gas, for the primary purpose of supplying its domestic refineries. The Refining, Transportation, and Marketing segment refers to refining, logistics, transport, and trading of crude oil and oil products activities as well as exports of ethanol. The Gas and Low Carbon Energies represents the activities of logistic and trading of natural gas and electricity, transportation and trading of liquefied natural gas, generation and electricity by means of thermoelectric power plants, as well as holding interests in transporters and distributors of natural gas. The company was founded on October 3, 1953 and is headquartered in Rio de Janeiro, Brazil.

Petroleo Brasileiro S.A. Petrobras - ADR

Petroleo Brasileiro

Petrobras is drawing attention after Lulas election victory sparked a selloff in Brazilian assets, as traders unwind bets on a more market-friendly Bolsonaro outcome and debate political risk and possible pressure on dividends. Some see the drop as a buying opportunity, arguing that strong oil economics and Petrobrass low production costs remain supportive.

Select Sector SPDR Trust (The) - State Street Technology Select Sector SPDR ETF

Technology Select Sector SPDR Fund

Technology-sector weakness and rotation away from tech dominate the discussion, with traders pointing to poor breadth, semiconductor and AI-related selling, doubts about returns on heavy AI investment, and interest-rate concerns. Some see oversold conditions as a buying opportunity, while others say the sectors trend remains weak.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforces planned acquisition of customer-engagement platform Braze is drawing attention as a way to expand its marketing and AI capabilities. Traders are split between viewing the deal as strategic growth and questioning its price, integration risks, and potential returns, against a broader debate over AIs effect on enterprise software.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNows recovery rally into its quarterly report is drawing attention, with traders citing analyst upgrades and optimism that its AI workflow and agent productsincluding its NVIDIA collaborationcan turn enterprise demand into growth. Many see the move as a rebound in beaten-down software, while others are cautious that earnings and guidance could test the rally or prompt profit-taking.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXOs prolonged selloff and repeated lows dominate discussion, with traders pointing to high interest rates and a weak housing market alongside uncertainty over integrating its building-products acquisitions and delivering margin growth. Investors are divided between long-term confidence in Brad Jacobs roll-up strategy and concern about continued declines, limited management communication, and whether upcoming results will show progress.

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 latest earnings have driven attention: strong revenue and commerce growth were offset by declining profit and margin compression tied to investment in shipping, logistics, and credit, prompting a post-results selloff. Traders are split between viewing the pullback as an opportunity in a fast-growing Latin American commerce and fintech platform and worrying that profitability may lag growth.

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Baillie Gifford ETF Trust - Baillie Gifford International Concentrated Growth ETF

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? 
 
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