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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 data-center opportunity, is drawing attention alongside the companys fiscal-quarter results. Bulls view the expansion as a significant addition to its growth pipeline, while skeptics note that it is a future opportunity without a signed tenant and want evidence of execution.

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 shares surged after Micron agreed to a multi-year patent license and settled its pending legal disputes with the company. Many traders welcomed the recurring licensing revenue and viewed a possible SK Hynix agreement as a next catalyst, while others questioned whether the Micron deals terms were favorable enough.

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.

Record quarterly results and a raised fiscal 2027 outlook, supported by AI-driven data-center and memory demand, are driving attention. Many traders are bullish on the growth outlook, while others question whether the post-earnings rally can hold amid profit-taking and resistance concerns.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

Skydances completed Warner Bros. Discovery acquisition and debut under the SKYD ticker are driving discussion, with traders weighing the combined media library and expected synergies against heavy debt, dilution and uncertainty around the warrant distribution. Reactions are split between optimism about the expanded media business and frustration over weak share performance and financing risks.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWM is drawing attention for continued small-cap underperformance as mega-cap tech and broader indexes hold near record highs; traders often point to elevated Treasury yields and small companies rate-sensitive borrowing as headwinds. Some see support near the 200-day moving average and a possible catch-up rotation, while others expect further weakness and favor large-cap tech.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is drawing attention as elevated long-term Treasury yields continue to pressure bond prices, despite softer jobs data and reduced expectations for near-term Fed hikes. Traders mostly remain bearish, citing inflation, heavy government borrowing and global yield pressures, while others argue the selloff is overdone and expect a rebound if rates ease.

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 discussions with TSMC about Terafab have raised concerns that Intel could lose some of its expected foundry role, weighing on shares despite CEO Lip-Bu Tan saying Intel will remain involved. Traders disagree over whether TSMC would merely supplement Intel or undermine the projects value as a showcase customer for Intels foundry business.

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

Reports that SpaceX is seeking substantial debt financing to buy Nvidia AI chips dominate discussion, with traders split between viewing the spending as a way to scale future AI revenue and worrying about higher debt, spending needs, and a near-term share unlock. Some bullish traders say the financing supports growth without share dilution, while skeptics question the companys ability to fund its expansion.

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

Attention centers on Elon Musks tentative Terafab discussions with TSMC, which traders view as a potential U.S. manufacturing opportunity tied to AI-chip demand. The talks are not a finalized deal, and the community debates TSMCs potential role alongside Intel, which remains involved in the project.

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 jurys trade-secrets verdict against Joby is fueling concern about added costs, cash burn, and the companys path to profitability. Bulls argue the ruling may be challenged and point instead to FAA certification progress and eventual eVTOL commercialization.

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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? 
 
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