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AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

SpaceXs reported purchase of Grain Managements low-band spectrum has sparked concern that it could compete more directly with AST SpaceMobile, contributing to a sharp selloff. Traders disagree over whether the deal threatens ASTS or makes its carrier-partnered model more valuable; doubts about satellite launch pace and execution also feature in the debate.

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

Attention centers on reports of Chinese rival CXMTs progress on denser DRAM and planned server-memory products, raising questions about competition for SK Hynix. Traders dispute whether the claims pose a credible near-term threat, while some attribute weakness to Korean-market selling and remain bullish on AI-driven memory demand.

W.F Holding Ltd. engages in the manufacture of fiberglass reinforced plastic and FRP products. It sells a range of FRP products, including filament wound and molded tanks, thermoplastic tanks, lining products, ducting and fitting products, air pollution control equipment, and custom-made products. The firm also offer delivery, installation and repair, maintenance services, and on-site consultation services. The company was founded on March 7, 2023 and is headquartered in Shah Alam, Malaysia.

WF Holding Ltd.

WF Holding Limited Ordinary Shares

WFF is drawing attention after an exceptionally sharp, speculative surge, with traders focused on momentum, possible short covering and whether the run can continue. Others argue the move lacks a clear business catalyst and warn that dilution and a potential pump-and-dump reversal could leave late buyers exposed.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cats AUSA launch of Red Cat Aerial and unveiling of its Trichon drone have drawn attention, but many traders dismiss the news as rebranding and product promotion rather than evidence of sales or contracts. Bulls see potential in the companys defense-drone portfolio, while frustrated holders focus on the share decline and lack of disclosed orders.

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

An unconfirmed report identifying Anthropic as IRENs previously undisclosed multi-year AI-cloud customer sparked renewed attention, with traders debating whether it signals meaningful demand or a headline-driven bounce. Enthusiasm is tempered by calls for confirmation and deal terms, alongside concerns about IRENs infrastructure execution and weakness across neocloud stocks.

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

SpaceXs acquisition of low-band spectrum for Starlink Mobile has raised concerns that it could become a competitor to T-Mobile and other wireless carriers, prompting a sharp selloff in TMUS. Traders are divided between viewing the move as a long-term competitive threat and calling the market reaction excessive, with many describing the decline as a buying opportunity.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Persistent share-price weakness and difficulty breaking resistance dominate discussion, with many traders attributing the pressure to fears that robotaxis could disrupt Ubers ride-hailing business. Bulls argue that the AV threat is overstated and point to cash generation, growth in delivery, and Ubers potential role as a platform for autonomous fleets; the ezCater acquisition also draws mixed reactions over its strategic value and use of cash.

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

Reports of Chinese chipmaker CXMT advancing a denser next-generation DRAM design have raised competition concerns and weighed on Micron amid broader semiconductor weakness. Traders disagree on the threats significance: many bulls call the claims unproven or distant from commercial production, while bears point to Chinese competition and sector rotation as reasons for the stocks weakness.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Bank of America upgraded Salesforce to Buy from Sell/Underperform, drawing attention to the shares; traders are weighing the bullish rating against skepticism that the premarket move will hold and discussing technical setups.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras shares drew attention after OpenAI CEO Sam Altman described the company as a close partner, easing concerns sparked by reports that an OpenAI models ultrafast tier used Nvidia hardware instead. Traders welcomed the reassurance and discussed a potential rebound, while others remained cautious about OpenAI customer concentration, valuation, and selling pressure from upcoming share unlocks.

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iShares Trust - iShares MSCI Finland ETF

Neutral Sentiment

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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