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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 drawing attention amid a sharp pullback, as traders debate SemiAnalysiss claims about operational problems at legacy British Columbia sites and broader concerns about AI-infrastructure execution, funding and dilution. Bulls call the criticism misleading and point to NVIDIA validation and planned AI growth, while speculation about an Anthropic deal remains unconfirmed.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs unusually large booth at the upcoming ASH hematology conference is driving discussion, with bullish traders speculating it signals major REGAL trial news, SLS009 data, or a pharma deal. Others argue booth size is no proof of a buyout or positive results, and remain focused on the unconfirmed REGAL milestone and clinical uncertainty.

NEAR Protocol is the blockchain for AI. A high-performance, AI-native platform built to power the next generation of decentralized applications and intelligent agents. It provides the infrastructure AI needs to transact, operate, and interact across Web2 and Web3. NEAR combines three core elements: User-Owned AI, which ensures agents act in users’ best interests; Intents and Chain Abstraction, which eliminate blockchain complexity for seamless, goal-driven transactions across chains; and a sharded blockchain architecture that delivers the scalability, speed, and low-cost execution needed for real-world AI and Web3 use. This integrated stack makes NEAR the foundation for building secure, user-owned, AI-native applications at internet scale.

Near

Traders are linking NEARs rally to the launch of confidential perpetuals powered by Hyperliquid, which brings privacy features to on-chain trading. The reaction is broadly bullish, with traders highlighting NEARs privacy and AI-agent themes, though some call the move speculative or expect a pullback.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

STRKs rally and rising volume are drawing attention, with traders focusing on Starknets privacy and Bitcoin DeFi developments and its post-quantum security narrative; some also cite the possibility of a shift from Ethereum L2 to an independent L1. Bulls see stronger adoption potential, while skeptics warn that token unlocks and dilution could limit the move or make it short-lived.

Sovereign frontier cloud for AI that builds  AI agents are starting to build and operate real software. Agentic organizations are starting to coordinate people, code, data, payments, and governance. Both need a cloud that is sovereign, tamperproof, and always on.  The Internet Computer is that cloud.  Built on more than USD 500 million in R&amp;D, ICP uses advanced blockchain technology and cryptography to run entire software systems end-to-end on the network: websites, apps, services, data, payments, and governance. Code and data are protected by the protocol, replicated across independent nodes, and cannot be silently changed by a cloud provider, backend operator, or attacker.  Cloud engines make this infrastructure sovereign. They let organizations run ICP-powered compute across chosen providers, locations, and jurisdictions while keeping the same tamperproof and always-on guarantees of the network.  This is the real demand ICP serves: sovereign frontier cloud for AI agents and agentic organizations. Agents can build and update software. Organizations can run rules, assets, and governance as verifiable systems. The result is software that stays online, keeps its data, and remains under the control of its owners.  Developers and AI agents can build on the Internet Computer with any AI assistant using the ICP skill library at skills.internetcomputer.org, or by creating apps through conversation with Caffeine AI.  Computation on ICP is paid for by converting $ICP into cycles. $ICP is also used for staking and governance through the Network Nervous System.

Internet Computer

ICPs sharp rebound has traders focused on whether the move can break through nearby resistance and gain follow-through. Bulls see renewed momentum and point to the projects decentralized cloud and AI-infrastructure ambitions, while skeptics argue the price has repeatedly stalled and needs stronger volume.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

A Barclays downgrade and an adverse trade-secrets verdict have weighed on JOBY, with traders also pointing to insider selling, cash burn, and uncertainty about FAA certification timing. Bulls cite certification and flight-program progress as reasons to buy the weakness, while bears remain concerned about the path to commercial operations and funding needs.

T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

T-Mobile shares sold off sharply after SpaceX agreed to acquire low-band spectrum for Starlink Mobile, renewing concerns that it could compete with established wireless carriers. Traders are split between viewing the move as a long-term competitive threat and calling the reaction excessive because building a network with comparable coverage and capacity would require substantial infrastructure and time.

VanEck ETF Trust - VanEck Gold Miners ETF

VanEck Gold Miners ETF

GDX is drawing attention amid a volatile correction in gold miners, with traders debating whether a rebound marks the end of the pullback or whether higher yields and Fed-rate concerns could drive further weakness. Long-term bulls point to gold demand and inflation or debt concerns, while short-term bears warn that miners may remain under pressure if gold prices soften.

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 prolonged selloff and weakness alongside AI data-center peers dominate discussion, with traders pointing to higher yields, sector-wide pressure and a lack of fresh contract announcements. Bulls argue its existing leases and AI-infrastructure pipeline remain intact and are watching for new deals and earnings updates, while bears question the sectors valuation and the stocks weak momentum.

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 has been swept up in volatility across AI infrastructure stocks after reports put OpenAIs annualized revenue nearer $50 billion than the previously circulated $70 billion figure, raising questions about AI spending and returns. Traders disagree over whether the selloff reflects a misleading accounting comparison and broad risk-off trading or legitimate concerns about sector valuations, debt and data-center economics; bulls are buying the dip while bears are calling for further declines.

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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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