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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

Marvells Investor Day revenue outlook, raised on expected growth in AI data-center custom chips and interconnect, is driving attention. Traders welcomed the stronger growth story, but the initial rallys fade prompted profit-taking and debate over whether the ambitious long-term targets are already priced in.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Toshibas reported plan to expand HDD capacity is weighing on Seagate and Western Digital as traders worry about future competition and pressure on storage pricing. Many call the selloff an overreaction given the long ramp timeline and continued AI-data-center demand, while others see a credible medium-term risk to pricing power.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is drawing attention for a pullback that traders link to weakness in Korean shares and the KOSPI, alongside concern that its U.S. ADR trades at a steep premium to the local listing. The community is split between expecting that premium and selling pressure to weigh further, and viewing the dip as an opportunity given strong AI-driven HBM and memory demand.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistras rally is being tied to a conditional Department of Energy loan commitment to upgrade its nuclear plants and expand generation, against a backdrop of rising electricity demand from data centers. Traders largely welcomed the financing and nuclear-power theme, while some cautioned that funding depends on conditions and the stocks sharp moves may not hold.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Toshibas plan to expand hard-drive capacity for AI data centers has sparked concern that added supply could pressure Western Digitals market share and pricing power, weighing on WDC alongside Seagate. Traders are divided: some see the selloff as an overreaction because the ramp is years away and storage demand remains strong, while others worry about future competition and continued volatility.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidias push to fresh highs has fueled a breakout conversation, with bullish traders pointing to continued AI-chip demand and momentum. Others warn the move looks overextended and expect profit-taking or a pullback, amid broader debate about AI valuations.

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

Constellations long-term Google nuclear-power agreement, including new generation and supply from its existing fleet, has driven the rally as traders see it reinforcing demand for reliable power from AI data centers. Many are bullish on the deal and the broader nuclear-power theme, while some are taking profits and questioning whether the sharp move can hold.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Attention is centered on Penguin Solutions upcoming fiscal Q4 earnings report, with traders focused on whether AI-infrastructure and memory demand, backlog, and forward guidance will support growth. Bulls expect a strong report, while others point to past post-earnings declines and argue that a beat alone may not lift the stock.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeings discussion centers on the FAA finding that the 737 MAX software glitch poses no flight-safety risk, easing a hurdle to MAX 10 certification, alongside major defense contract wins and an averted union strike. Many traders are frustrated that the shares remain weak despite these positives, while skeptics point to cash flow, production and execution concerns.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

FRVO is drawing attention amid a sharp, volatile selloff and discussion of a new short report alleging the company misrepresented resultsclaims that remain unverified. Traders are also focused on transmission constraints that could limit future Cape Station deliveries, while some view the decline as a buying opportunity and others remain wary of execution and water-use risks.

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Bearish Sentiment

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.

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