SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals agreement for access to up to 1 GW of potential power in Finland, its first international AI campus opportunity, is driving attention; the site is being marketed and the company says it is discussing it with hyperscalers. Traders are broadly upbeat about the expansion but debate its speculative, long-term nature and financing needs, with upcoming earnings and recent data-center delivery milestones also in focus amid frustration over volatile price action.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

A sharp rally is drawing attention amid bullish Morgan Stanley coverage and optimism around SpaceXs AI infrastructure, Starship and Starlink growth plans. Traders are celebrating the momentum and potential short squeeze, while skeptics point to the valuation, ongoing losses and possible share unlocks.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

A suspected pneumonic-plague exposure at a Russian research institute has fueled a vaccine-sector trade, with traders speculating about government preparedness contracts for Novavax despite the company having no plague vaccine. Some see the rally as outbreak-driven hype, while others cite heavy short interest as a possible amplifier.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Constellations 20-year nuclear power agreement with Google, including plans to add capacity and supply power from its PJM fleet, is drawing attention amid competition among AI companies for reliable electricity. Traders broadly welcomed the deal as support for the AI-power and nuclear themes, though some questioned whether positive contract news can translate into sustained stock gains.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A broad market rally led by mega-cap tech and AI stocks, alongside a pullback in Treasury yields and oil, has SPY traders focused on a possible breakout near record highs. Bulls are celebrating the momentum and buying dips, while bears warn that elevated yields, narrow market breadth, and stretched valuations leave the rally vulnerable.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is drawing attention after CEO Lisa Su said AI-compute demand continues to outpace supply and the company plans a substantial capacity increase in 2027, alongside analyst upgrades tied to agentic-AI demand. Many traders see this as validation of AMDs AI opportunity, while others question its elevated valuation and warn of profit-taking or a pullback.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMCs potential role in Elon Musks Terafab chip project is a key focus, alongside continued optimism about AI-chip demand. Traders are bullish on the stocks move to fresh highs, while some caution that Terafab discussions are preliminary and flag possible profit-taking after the rally.

CRISPR Therapeutics AG is a gene editing company, which engages in the development of transformative gene-based medicines for serious diseases using its proprietary CRISPR/Cas9 platform. Its CRISPR/Cas9 platform is a gene editing technology that allows for precise, directed changes to genomic DNA. The firm offers a portfolio of therapeutic programs across a broad range of disease areas including hemoglobinopathies, oncology, regenerative medicine, and rare diseases. The company was founded by Rodger Novak, Emmanuelle Charpentier, Shaun Patrick Foy, Matthew Porteus, Daniel Anderson, Chad Cowan, and Craig Mellow on October 31, 2013 and is headquartered in Zug, Switzerland.

CRISPR Therapeutics AG

Traders are focused on promising early zugo-cel data and an upcoming clinical update, with some viewing the results as supportive of CRISPRs autoimmune-treatment pipeline. Others remain frustrated by the stocks prolonged, choppy trading and question whether clinical progress will translate into sustained gains.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

GRRR is drawing attention amid a weak share price and uncertainty over how it will finance its large AI data-center projects, with traders concerned about convertible debt, dilution, and whether announced contracts will convert into revenue and cash flow. Bulls point to Yotta deployment progress and the companys contract backlog, while skeptics say they want clearer financing details and proof of execution.

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.

Morgan Stanley

Morgan Stanley is drawing attention amid a broader selloff in financial stocks, with traders citing elevated Treasury yields and concerns that delayed mega-IPOs could temper investment-banking activity. Some see the pullback as an oversold buying opportunity, while others expect continued weakness in the sector.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Apple Inc.

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Microsoft Corporation

NVIDIA Corp

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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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