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Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists settlement with Micron resolves their pending disputes and secures a five-year patent license, driving a sharp rally as traders view it as validation of the companys memory technology and a source of recurring revenue. Reactions are broadly bullish, though some question the deals terms and say the share-price response has been underwhelming; attention is also turning to possible future agreements with SK hynix and Google.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Penguin Solutions is drawing attention after reporting a strong quarterly earnings beat and raising its outlook, with traders citing growth in AI infrastructure and memory demand. The reaction is broadly bullish, though some traders question the valuation and warn that sharp post-earnings swings and profit-taking could continue.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHounds shares remain under pressure despite updates on OASYS Edge, Kia and restaurant deployments, prompting debate over whether the commercial momentum can translate into stronger financial results. Bulls point to high short interest and the upcoming earnings report as potential catalysts, while bears focus on dilution, stock-based compensation, continued losses and management execution.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

TEM is drawing attention after a sharp drop alongside biotech and genomics peers, with traders pointing to a sector-wide pullback and profit-taking after a strong run rather than a confirmed company-specific catalyst. The community is split between viewing the decline as a buying opportunity and waiting for the selling to settle.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Toshibas plan to roughly double HDD capacity for AI data centers has pressured WDC as traders worry added supply could erode market share and pricing power. The community is split between concerns about new competition and views that the selloff is overdone because the expansion will take time while AI-storage demand remains strong.

Constellation Brands, Inc. engages in the production, marketing, and distribution of beer, wine, and spirits. It operates through the following segments: Beer, Wine and Spirits, Corporate Operations and Other, and Canopy. The Beer segment includes imported and craft beer brands. The Wine and Spirits segment sells wine brands across all categories-table wine, sparkling wine, and dessert wine-and across all price points. The Corporate Operations and Other segment refers to the costs of executive management, corporate development, corporate finance, human resources, internal audit, investor relations, legal, public relations, and information technology. The Canopy segment consists of canopy equity method Investments. The company was founded by Marvin Sands in 1945 and is headquartered in Rochester, NY.

Constellation Brands Inc - Ordinary Shares - Class A

Constellation Brands Inc

Constellations Q2 earnings are driving discussion: traders cite solid results, but many are frustrated by the weak share reaction and remain concerned about beer margins, consumer demand, and the longer-term outlook for alcohol sales. Some see the selloff as overdone and the stock as undervalued, while others expect continued pressure.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

AEHR is drawing attention amid a sharp pullback and uncertainty over its earnings date: traders debate whether the apparent delay reflects a fiscal-calendar shift or poor communication, with some anticipating a rebound on an announcement and others turning bearish. The broader discussion weighs optimism about AI-chip testing demand and future orders against concerns about valuation, insider selling, and volatility.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Reports that Seagate is bidding for TDKs HDD magnetic-head business, alongside Toshibas planned capacity expansion, have fueled concern that competition and uncertainty could erode HDD makers pricing power. Traders are split between viewing the developments as a threat to the supply-scarcity outlook and treating the selloff as an overreaction given persistent AI-storage demand and the time needed to ramp capacity.

Twist Bioscience Corp. engages in the development of a proprietary semiconductor-based synthetic DNA manufacturing process. It operates through the following geographical segments: Americas, EMEA, and APAC. The Americas segment consists of the United States of America, Canada, Mexico, and South America. The EMEA segment includes Europe, Middle East, and Africa. The APAC segment focuses on Japan, China, South Korea, India, Singapore, Malaysia, and Australia. The company was founded by William Marine Banyai, Emily Marine Leproust, and Bill James Peck in 2013 and is headquartered in San Francisco, CA.

Twist Bioscience Corp

TWST is drawing attention after a sharp selloff alongside other speculative biotech stocks, with traders pointing to a sector-wide pullback after a strong run and debating whether the decline is an overreaction or a needed correction. Some also link pressure to ARKs reported sale of TWST shares, while others see the volatility as a buying opportunity.

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

Elon Musks confirmation that TSMC is in discussions about joining the Terafab project has raised concern that Intel could lose some of its expected foundry role, weighing on shares. Traders are split: some see a threat to Intels position, while others argue TSMC would supplement rather than replace Intel; upcoming earnings are also a focus.

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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.

DMWAF D.M. Wenceslao & Associates Inc