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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas plans to raise equity to finance its AI buildout have intensified concerns about dilution, alongside scrutiny of heavy capital spending and negative free cash flow after earnings. Traders are split between viewing the financing as a way to fund growth and seeing it as a warning that AI investment is straining cash generation, with the stock selling off despite strong business results.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Brazils election result and concerns about Lulas policies triggered a broad selloff in Brazilian stocks, pulling NU lower with the market. Traders are divided between viewing the drop as a macro-driven repricing and calling it an overreaction, with many long-term holders buying the weakness while others warn of further downside.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digitals steep selloff is being discussed alongside a broader AI data-center and neocloud downturn, amplified by Elon Musks warnings about tighter financing and industry consolidation. Traders also debate dilution from the convertible offering and project execution risks, while bulls argue CIFRs long-term hyperscaler leases and power-focused infrastructure distinguish it from GPU-owning neoclouds.

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

Elon Musks warning that neocloud providers face failures and consolidation has intensified selling in CoreWeave amid broader concerns about debt-heavy AI infrastructure and access to financing. Traders are split between fears that financing pressure could threaten the business and arguments that Musk is talking down a competitor, while pointing to Nvidias backing and strong AI-compute demand as counterpoints.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is caught in a neocloud-sector selloff after Elon Musk warned that tighter debt markets could drive failures and consolidation among AI infrastructure providers. Traders are divided over whether Nebius is exposed to those financing and utilization risks or better positioned because it has secured funding and says it can complete its planned expansion.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Brazils unexpected election result, with Lula defeating the market-favored Bolsonaro, has triggered a sharp repricing of Brazilian equities as traders worry about fiscal credibility and policy uncertainty. The community is divided between expecting further weakness and viewing the selloff as an overreaction or buying opportunity.

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 caught in a sharp neocloud-sector selloff after Elon Musk warned of failures and consolidation as debt financing tightens, intensifying concerns about capital needs and whether data-center capacity will be built and monetized on schedule. Traders are divided between fears of further downside and the view that IRENs power, customer contracts, and AI infrastructure position it better than weaker peers, with upcoming results seen as a test of execution.

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

XP Inc - Ordinary Shares - Class A

XP is drawing attention amid a sharp rally in Brazilian stocks after the first-round election result, which traders view as favorable for Brazilian equities and a potential boost to market activity. The community is split between buying the political-news-driven rebound and warning that the move may be speculative or vulnerable to a pullback.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas Phase 3 personalized melanoma-vaccine results with Merckshowing a lower risk of recurrence or deathare driving the discussion, but shares sold off as traders debated whether the positive data met lofty expectations and justified the valuation. Bulls see proof of a broader cancer-treatment platform, while skeptics question its commercial potential, costs and path to revenue.

Petróleo Brasileiro SA engages in oil and gas exploration, production, and distribution activities. It operates through the following segments: Exploration and Production; Refining, Transportation, and Marketing; and Gas and Low Carbon Energies. The Exploration and Production segment covers the activities of exploration, development, and production of crude oil, natural gas liquid, and natural gas, for the primary purpose of supplying its domestic refineries. The Refining, Transportation, and Marketing segment refers to refining, logistics, transport, and trading of crude oil and oil products activities as well as exports of ethanol. The Gas and Low Carbon Energies represents the activities of logistic and trading of natural gas and electricity, transportation and trading of liquefied natural gas, generation and electricity by means of thermoelectric power plants, as well as holding interests in transporters and distributors of natural gas. The company was founded on October 3, 1953 and is headquartered in Rio de Janeiro, Brazil.

Petroleo Brasileiro S.A. Petrobras - ADR

Petroleo Brasileiro

Lulas election victory is driving discussion of political risk for Petrobras, with traders concerned about greater state influence, fuel-price controls and lower dividends. Others see the selloff as an overreaction, pointing to the companys oil production, cash flow and assets as reasons to buy the dip.

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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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