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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is selling off alongside memory and semiconductor stocks as traders focus on CXMTs planned next-generation DRAM products and sharp weakness in South Korean markets, with broader tech and rate concerns adding pressure. The debate is between fears of Chinese competition and an AI-trade unwind, and bulls who see the decline as excessive given memory demand and Microns fundamentals.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves steep selloff is being tied to concerns about its debt-heavy AI infrastructure expansion, including sharply higher yields on its bonds and a Gartner warning that many neocloud providers may not survive if AI infrastructure spending outpaces revenue. Traders are divided between fears that financing needs threaten the company and its shareholders, and dip-buying arguments that AI demand, contracted backlog, and potential Nvidia support remain intact; hot inflation and broader tech weakness added pressure.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMCs strong quarterly results and upbeat revenue outlook are being overshadowed by a broader semiconductor and AI-stock selloff, as traders question whether AI infrastructure spending can justify high expectations. Bulls point to robust demand and record results, while skeptics argue the good news was already priced in and the risk-off market is weighing on the shares.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff is driving attention, with traders citing hot inflation and rate concerns alongside fears about AI valuations, Chinese chip competition, and weakness in Korean chip stocks. The community is split between expecting more downside and viewing the decline as an overreaction, pointing to strong chip demand and recent company results as reasons to buy dips.

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 under pressure alongside memory and South Korean semiconductor stocks, as traders debate whether Chinese rival CXMTs reported DRAM advances threaten future competition and whether AI spending can sustain the memory boom. Some view the selloff as an overreaction, citing SK Hynixs HBM position and continued AI demand, while others point to Korean market outflows and broader macro and AI-spending concerns.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

The conversation centers on DJTs steep decline, with traders linking bearish sentiment to Trump-related headlines and worries about hot inflation, rising energy costs and the Iran conflict; others point to the companys weak fundamentals, while a few see a potential bounce.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs Neutron first flight has been pushed into 2027 after manufacturing defects were found in a carbon-composite tank component, weighing on shares. Traders are divided between concerns about repeated delays, valuation and execution, and the view that fixing the issue before flight is prudent and does not undermine the companys broader launch and space-systems business.

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 being swept up in a selloff across AI neocloud and data-center stocks after Gartner warned that many independent providers may not remain independent, with hot inflation data and concerns about financing costs adding pressure. Traders are divided between viewing the steep drop as a buying opportunity and fearing further losses as doubts grow about AI infrastructure spending and neocloud business models.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

SOXX is under pressure amid a broad semiconductor selloff, with traders debating whether AI infrastructure spending and revenue can justify chip valuations, alongside inflation and interest-rate concerns. Bears warn of further downside, while dip-buyers argue the sector is oversold and point to upcoming chip earnings as a test of the AI-demand outlook.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

A sharp semiconductor selloff, compounded by hotter-than-expected inflation readings and rate-hike concerns, has pressured SMH after a run of losing sessions. Traders are divided between viewing oversold conditions as a buying opportunity and warning that weakening chip leadership and doubts about AI spending and valuations could prolong the pullback.

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Should Investors Hold or Fold APLD Stock After Its Q1 Earnings Miss?

Applied Digital's soaring AI infrastructure revenues and $36B in contracts signal growth, but widening losses and heavy debt cloud its outlook.

Can APLD's $36B Contracted Revenue Base Drive Long-Term Growth?

Applied Digital's $36B contracted revenue base offers long-term growth potential, but construction, financing and rising competition pose key challenges.

AI Data Center Leases Stretch to 20 Years as Power Becomes the Asset

AI Data Center Leases Stretch to 20 Years as Power Becomes the Asset AI Data Center Leases Stretch to 20 Years as Power Becomes the AssetPR NewswireNEW YORK, Sept. 30, 2026NEW YORK, Sept. 30, 2026 /PRNewswire/ -- American News GroupNews Commentary - The global AI data center market is projected to...

Core Scientific Appoints Jay Elms as Chief Commercial Officer

Core Scientific, Inc. (Nasdaq: CORZ) (Core Scientific or the Company), a leader in digital infrastructure for high-density colocation (HDC), today announced that Jay Elms has joined the Companys executive team as Chief Commercial Officer. In this role, Elms will be responsible for growing customer...

CIFR, WULF, HUT, CORZ Stocks Get 'Buy' Ratings With UBS Betting On Bitcoin Miners’ AI Pivot

Equity

UBS said it sees data-center infrastructure positioned for “rapid growth” with AI adoption expanding and model developers facing limited computing capacity.

IREN Expands Its 5GW+ Pipeline: Can Execution Match Ambition?

IREN rapidly pivots to AI infrastructure, with 5GW+ of power secured and billions in contracted ARR fueling its expansion.

CORZ Stock Gets AMD Boost, While HUT, CIFR, WULF Shares Win Tenant Nod As Wells Fargo Backs Bitcoin Miners’ AI Pivot

Wells Fargo initiated coverage of Core Scientific, Hut 8, Cipher Mining and TeraWulf with ‘Overweight’ ratings.


Bitcoin Mining Faces A Shakeout As CORZ, KEEL, IREN, CIFR Get Ready To Exit, Says CoinShares

CoinShares said on Tuesday that at least 35 EH/s of computing power will leave the listed miners in the third quarter.


Can APLD Turn Power-Advantaged Sites Into an AI Data Center Edge?

Applied Digital is turning power-advantaged sites into AI capacity, with 1.4 GW of contracted critical IT load tied to about $36 billion in lease revenue.

Core Scientific Director Purchases 7,000 Shares

Key PointsThe transaction was valued at $134,330...

Core Scientific, Inc. engages in the business of operating a purpose-built facility for digital asset mining and provision of blockchain infrastructure, software solutions, and services. It operates under the Mining and Hosting segments. The Mining segment focuses on bitcoin mining for the company's own account. The Hosting segment includes blockchain infrastructure and third-party hosting business. The company was founded by Michael Jeffrey Levitt and Darin Feinstein on December 13, 2017 and is headquartered in Dover, DE.

Core Scientific Inc - Ordinary Shares - New

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Nebius ($NBIS)

CoreWeave ($CRWV)

IREN ($IREN)

Applied Digital ($APLD)

Neocloud stocks are on a tear in 2026, with CoreWeave, Nebius, IREN and Applied Digital posting massive gains on surging AI infrastructure demand. Which neocloud are you most bullish on to lead the rest of the year?

Which neocloud stock are you most bullish on for the rest of 2026? 
 
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Current Price	$13.51
Prev Close	$15.43
Open	$14.87
Dividend Yield	0.00%
50-Day Moving Average	$17.66
Beta	2.50
Avg. Volume	11.29M
PE Ratio	-3.05

52-Week High	$30.46
52-Week Low	$13.36
Market Capitalization	$4.96B
EPS (Annual)	-$0.8826
Price to Book	-1.78
Revenue Per Employee	$981,596.92

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