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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 after its earnings report, compounded by PC-market softness and analyst downgrades, is driving a steep selloff. Traders are divided between calling the drop an overreaction and buying the dip, and warning that the guidance reset and business challenges could leave more downside.

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 a sharp selloff despite beating quarterly estimates, raising its outlook and announcing an 8-for-1 stock split. Traders are split between viewing the decline as broader tech-sector selling and an overreaction, and worrying that slowing growth and NAND pricing may signal a cyclical peak.

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 post-earnings selloff reflects concerns that declining Google search referrals, weaker-than-expected user growth, and a softer revenue outlook could pressure future growth; the planned shift toward a logged-in experience adds uncertainty about traffic and engagement. Traders are divided between viewing the drop as an overreaction to an earnings beat and seeing the traffic and user trends as a threat to the business model.

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 results put heavy AI infrastructure spending and negative free cash flow at the center of discussion, despite accelerating AWS growth. Traders are split between concerns that returns may lag and dip-buyers pointing to cloud demand, while many note the stocks rebound from its post-earnings lows.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure in a tech-wide selloff tied to Intels weak outlook and investor concerns that rising Big Tech AI spending may not deliver returns quickly enough. Traders are split between expecting further losses and treating the decline as an oversold buying opportunity.

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.

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

CRMD is under pressure after DaVitas CFO said the variable reimbursement contribution largely tied to DefenCath is expected to fall significantly after Q1 2027 and remain low or decline, fueling concern about the products commercial outlook. Traders debate whether DaVitas preliminary modeling signals weaker DefenCath economics or may be offset by utilization and updated payments; some also point to retrospective Fresenius data that found no significant difference versus ClearGuard.

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

Direxion Daily Semiconductor Bull 3X Shares

Weak Intel guidance and PC demand, alongside broader tech-earnings and AI-spending concerns, have pressured semiconductor shares and amplified losses in SOXLs 3x leveraged exposure. Traders are split between buying the dip and expecting a rebound versus warning that the selloff may continue.

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

Bitcoin is drawing attention after a reported major Binance security breach sparked a crypto selloff and raised concerns about exchange security and possible forced selling. Traders are divided between seeing the drop as an overreaction and buying opportunityoften noting the exchange, not Bitcoins protocol, was compromisedand warning that losses and broader risk-off pressure could bring further downside.

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

Reports of Marvell being in advanced talks to acquire Lumentum are driving attention, with traders concerned that the large deal could require substantial share dilution or debt. The strategic fit in AI data-center optics draws some long-term support, but the talks remain unconfirmed and many view the potential cost as a near-term risk.

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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? 
 
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