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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 patent-license settlement with Micron, which resolves their pending legal disputes and establishes recurring payments over a multi-year term, is driving attention. Traders largely welcomed the deal as validating Netlists memory technology and improving revenue visibility, while others questioned the terms and lack of an upfront payment; hopes for an SK Hynix agreement remain speculative.

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

TEMs sharp selloff is drawing attention, but traders repeatedly say they cant identify a clear company-specific catalyst; many attribute the move to a broader biotech and health-stock pullback, profit-taking after a strong run, and stop-loss selling. Reactions are split between dip buyers expecting a rebound and short-term bears warning of further volatility.

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.

Western Digital is under pressure from concerns that Toshibas plan to expand hard-drive capacity could increase competition and erode the pricing power supporting HDD makers. Traders are split between viewing the selloff as an overreaction because the added capacity is years away and demand remains strong, and worrying that the supply expansion threatens the sectors scarcity premium.

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.

A sharp, high-volume move ahead of Penguin Solutions earnings report is driving attention, with traders speculating about a results leak, though some explicitly dispute that claim. Bulls cite AI-infrastructure and memory demand as reasons to expect strong results, while others warn of an earnings-driven reversal and expensive options.

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

SOUNs steep decline and continued pressure near its lows dominate discussion, with traders blaming heavy shorting while others point to dilution, cash burn and execution concerns. Bulls cite the OASYS Edge launch and Kia deployment as progress and are watching for earnings or customer-conversion news, but skeptics say stronger financial results are needed to change sentiment.

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

Toshibas reported plan to expand hard-drive capacity for AI data centers has raised fears that added competition could weaken Seagates market share and pricing power. Traders disagree on the impact: some see a meaningful threat to the storage-scarcity story, while others consider the selloff overdone given the time needed to ramp production and continued demand.

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 drawing attention for weak, range-bound trading despite strong earnings and AI-driven memory demand, with traders debating profit-taking and fears of a cyclical peak against expectations for persistent HBM/DRAM tightness and future buybacks. Some also see the Netlist patent settlement as removing a legal overhang, while others remain frustrated by the stocks lagging performance.

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

A sharp, volatile pullback after a steep AI-driven rally has traders debating whether Aehrs chip-testing demand and potential orders justify its rich valuation. Bulls are watching for new AI customer orders and revenue growth, while skeptics point to insider selling, limited confirmed updates, and the risk of the rally unwinding.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

Fuel-cell and power stocks rallied on renewed interest in dependable power for data centers after Googles long-term electricity deals with Constellation. FCEL traders are celebrating the sharp move and speculating about a short squeeze, while others question whether gains can hold without more company-specific contracts and execution.

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 amid a broader memory-stock selloff, as traders worry that calls to slow AI development could temper future chip demand and debate the ADRs steep premium to its Korean listing. Bulls counter that tight supply and AI-driven HBM demand remain strong, viewing the pullback as a buying opportunity.

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Ebiquity Plc operates as a holding company with interests in providing media and marketing analytics services. It operates through the following geographical segments: UK & Ireland, Continental Europe, North America, and Asia Pacific. The company was founded by Sarah Jane Thomson and Stephen G. Thomson in 1997 and is headquartered in London, the United Kingdom.

Ebiquity plc

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.

EBQLF Ebiquity plc