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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, citing PC-market softness and manufacturing constraints, overshadowed its quarterly results and prompted analyst downgrades, driving a sharp selloff. Traders are divided between calling the drop an overreaction and buying the dip, versus expecting further declines as the turnaround remains uncertain.

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 shares sold off sharply despite a strong earnings beat, higher guidance and a planned 8-for-1 split, amid weakness across tech and memory stocks. Bulls call the drop an overreaction and point to AI-storage demand, while bears cite slowing growth and the risk that memory prices have peaked.

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 a strong quarterly report but softer forward guidance, missed user-growth expectations, and managements warning that Google search referrals are declining; traders also worry that a planned logged-in experience could further limit traffic. The community is split between fears that AI-driven search changes and login restrictions threaten growth, and buyers who view the drop as an overreaction to a still-profitable business.

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 drove concerns about cash flow and whether the investment will earn adequate returns, overshadowed accelerating AWS growth. Traders debated whether the selloff was overdone: many bought the dip and highlighted AWS, while others remained bearish over rising capex and uncertain AI payback; shares also staged a notable rebound.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a broad tech selloff, as Amazons heavy AI spending and cash-burn concerns and Intels weak outlook intensify doubts about the payoff from AI investment. Traders are divided between expecting further downside and seeing the sharp decline as an oversold dip-buying opportunity.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

DaVitas preliminary reimbursement outlook, which points to a significant decline in DefenCaths contribution after the first quarter of 2027, has raised concerns about CorMedixs sales outlook. Those worries are compounded by Fresenius real-world data showing no significant difference in infection outcomes versus ClearGuard; traders debate whether the findings threaten DefenCaths adoption or are too preliminary to undermine its case.

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

TGTX is drawing attention after a sharp rally and breakout, with traders speculating about a possible buyout and short covering; some connect the takeover talk to Novartiss weaker BTK results, but no deal is confirmed. Others point to upcoming earnings and BRIUMVIs growth and subcutaneous-development prospects as reasons for optimism, while debating whether the move reflects fundamentals or takeover hopes.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff, led by Intels weak outlook and concerns about PC demand and tech earnings, is driving attention to SOXL; the funds 3x leverage has amplified the decline. Traders are divided between expecting further losses and buying the dip, with some arguing the AI-chip growth outlook remains intact.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is drawing attention after a sharp selloff alongside AI and optical-infrastructure stocks, with traders citing broader sector weakness and concerns about dilution, capital needs, and customer concentration rather than a clear company-specific catalyst. Bulls point to ongoing data-center optics demand and upcoming earnings, while bears worry the decline may continue.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPY is under pressure as weak Amazon and Intel resultsalong with concerns about the cost and payoff of AI spendingfed a broader tech-led selloff. Traders are divided between expecting further declines and looking for a technical bounce, with volatility and stop-outs prominent in the discussion.

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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.

Current Price	$18.25
Prev Close	$19.16
Open	$18.25
Dividend Yield	N/A
50-Day Moving Average	$20.47
Beta	N/A
Avg. Volume	2,945.34
PE Ratio	N/A

52-Week High	$22.55
52-Week Low	$18.05
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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