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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weak fourth-quarter outlook, despite a quarterly earnings beat, has driven a steep selloff, with PC softness, manufacturing constraints and expected margin pressure weighing on the forecast. Traders are split between calling the decline an overreaction and buying the dip, and expecting further losses amid analyst downgrades.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits sharp selloff followed its quarterly report: despite beating on revenue and earnings, user growth missed expectations, Google search referrals weakened, and its next-quarter revenue outlook fell short. Traders are split between calling the drop an overreaction to still-strong growth and fearing that AI-driven search losses and a planned logged-in experience will further constrain traffic and monetization.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly earnings miss and heavy AI infrastructure spending, which pushed free cash flow negative, have fueled concern that returns may not justify the outlay despite accelerating AWS growth. Traders are split between buying the selloff on cloud momentum and warning that cash burn and uncertain AI monetization could weigh on shares, while the sharp rebound also drew attention.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is drawing attention after its shares fell sharply despite an earnings beat, stronger guidance and an announced stock split, amid a broader tech and chip selloff. Traders are split between viewing the drop as a risk-off or profit-taking move and worrying that memory pricing and earnings growth may be nearing a cyclical peak; bullish voices point to AI-driven storage demand and strong results.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoins decline is being tied to reports of a major Binance security breach, which traders say has fueled crypto-wide selling and liquidations. The community is divided between viewing the incident as an exchange-security problem and buying the dip, and warning that it could undermine confidence and bring further losses.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure as weak Intel guidance and Amazons heavy AI spending and cash burn renew concerns about tech earnings and whether large AI investments will generate adequate returns. Traders are split between expecting further downside and treating the selloff as a buying opportunity.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is under pressure after Q3 results prompted debate over weak underlying trading revenue and headline profit largely reflecting gains on crypto holdings, while a reported multibillion-dollar Binance hack and falling crypto prices added to sector concerns. Traders are split between viewing the selloff as a buying opportunity and fearing further downside from the earnings quality and exchange-security scare.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A sharp run toward a 52-week high has fueled talk of momentum and possible short covering, with traders also speculating about an upcoming earnings announcement or buyout. No deal or surprise announcement is confirmed, and some investors point instead to BRIUMVI growth and upcoming clinical catalysts as the underlying story.

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

Updated lifileucel lung-cancer data triggered a sharp selloff: the overall response rate was about 25%, while a retrospective biomarker-selected subgroup showed a much higher rate. Traders are divided over whether the subgroup points to a promising precision-treatment strategy or whether the narrower, unconfirmed results, uncertain regulatory path and managements unclear presentation weaken the opportunity.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

A steep silver selloff after its earlier surge is dominating discussion, with traders describing persistent losses and questioning where support may form. The community is divided between calls for further downside and dip-buying on the view that silver is oversold; speculation about rates, market positioning, and manipulation has not established a clear cause.

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NVTS Stock Rises Overnight: Navitas Unveils 24 kW Nvidia AI Power Board Targeting 97% Efficiency 

Equity

Navitas has introduced a new power system to meet the growing electricity needs of AI data centers. 


Why Is VICR Stock Jumping Over 10% Overnight? 

Vicor’s new original equipment manufacturer (OEM) agreement allows unlicensed suppliers to provide patented vertical power delivery (VPD) modules, broadening its customer base. 


VegaShares Announces Launch of the AI Inference ETF (CGPT) and the AI Thermal, Cooling & Power Management ETF (COOL)

VegaShares (Vega), a leading derivatives- and thematic-focused ETF provider, announced the launch of two thematic ETFs: the VegaShares AI Inference ETF (Nasdaq: CGPT) and the VegaShares AI Thermal, Cooling & Power Management ETF (Nasdaq: COOL). The VegaShares AI Inference ETF (Nasdaq: CGPT) seeks...

Tidal Trust IV. - VegaShares AI Thermal, Cooling & Power Management ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Navitas’ new 24 kW board, developed with Nvidia, converts power more directly, reducing energy losses.</li><li>The company targets 97% efficiency and over 2,000 watts per cubic inch with its new board.&nbsp;</li><li>Navitas’ board uses 16 high-voltage GaN transistors to deliver power in a compact design.&nbsp;</li></ul><p>Navitas Semiconductor (NVTS) stock gained overnight after the company unveiled a 24-kilowatt (kW) power delivery board developed with Nvidia (NVDA) to improve AI data center efficiency. Navitas targets 97% efficiency with the system, reduced power losses, and greater space savings.&nbsp;</p><p><a href="https://stocktwits.com/symbol/NVTS">Navitas Semiconductor stock</a> traded over 1% higher overnight, ahead of Tuesday. The stock fell 7% to its worst day in over a month in the regular session.&nbsp;</p><h2 class="st-heading-2">Navitas Semiconductor Unveils Power System For Nvidia AI Data Centers</h2><p>Developed with Nvidia, Navitas’ 24-kilowatt board eliminates an intermediate conversion stage that traditionally changes 50 volts to 12 volts. By removing this step, the system aims to cut energy losses, simplify power distribution, and free up space on circuit boards</p><p>The product expands Navitas' portfolio of high-voltage power solutions for AI infrastructure. It follows a previously announced 20 kW system that converts 800 volts to 6 volts, also developed along with Nvidia.</p><h2 class="st-heading-2">Navitas’s High-Efficiency And Compact Design Power System&nbsp;</h2><p>Navitas expects the new board to achieve 97% efficiency at full power, with power density exceeding 2,000 watts per cubic inch. Its design follows a 400-by-60-millimeter format developed for Nvidia's latest systems, allowing installation on the compute motherboard near the processors.</p><p>Placing power conversion closer to graphics processing units and other compute processors can help limit electricity losses as power travels through a system. The board is designed to supply an entire compute tray, addressing the substantial energy requirements of advanced AI computing equipment.</p><h2 class="st-heading-2">GaN Technology Powers The System</h2><p>The system uses 16 gallium nitride (GaN) transistors at 650 volts. Navitas’ GaNFast technology and dual-cooling design help convert power efficiently while keeping the system compact.&nbsp;</p><p>“The next era of AI will be defined not only by how much compute we can create, but by our ability to deliver the power needed to unleash its full potential,” said Chris Allexandre, President and CEO, Navitas.</p><h2 class="st-heading-2">What NVTS Retail Traders Are Saying&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock improved to ‘bullish’ from ‘neutral’ the previous day.&nbsp;</p><p>&nbsp;A user&nbsp;<a href="https://stocktwits.com/HKLM93/message/666343101">said</a>, “<a href="https://stocktwits.com/symbol/NVTS">$NVTS</a> is powering freaking AI infrastructures!!! This should be at $200 now.”&nbsp;</p><p>Another user&nbsp;<a href="https://stocktwits.com/kayred/message/666343027">highlighted</a> Navitas’ expanding business, with its selection for the U.S. Army’s ALATTIS program highlighting its defense-focused silicon carbide technology. Its work with Nvidia on 800-volt AI power systems and the Claros acquisition could open new opportunities in the $8 billion AI power market. The user also pointed to 25% growth in revenue. “Real products, real sales. Price down 23% 3 months — business stronger than ever.”</p><p>NVTS stock has gained over 39% year-to-date.&nbsp;</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/space-x-bundles-grok-x-and-cursor-into-new-subscription-tiers/cZxJyU5RB8r">SpaceX Bundles Grok, X, And Cursor Into New Subscription Tiers</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A smartphone displays the logo of Navitas Semiconductor Corporation. (Photo illustration by Cheng Xin/Getty Images)

Navitas Semiconductor (NVTS) stock gained overnight after the company unveiled a 24-kilowatt (kW) power delivery board developed with Nvidia (NVDA) to improve AI data center efficiency. Navitas targets 97% efficiency with the system, reduced power losses,

NVTS Stock Rises Overnight: Navitas Unveils 24 kW Nvidia AI Power Board Targeting 97% Efficiency

VegaShares AI Thermal, Cooling & Power Management ETF

Navitas Semiconductor Corp

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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