SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

A bipartisan House panels report alleging that Webull has structural ties to China and could expose U.S. customer data has driven a sharp selloff. Traders are split between seeing the allegations as a serious regulatory and customer-trust risk and viewing the decline as an overreaction, with Webull disputing the reports conclusions.

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 Digital is drawing attention ahead of its fiscal Q1 earnings report, with traders debating whether results and execution updates can overcome pressure from high Treasury yields and weakness in data-center stocks. The Finland agreement for up to 1 GW of potential power capacity is viewed as a long-term positive, but it has not eased near-term concerns about the selloff and earnings volatility.

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

Microns sharp rebound is widely tied to DA Davidsons steeply raised bullish price target and optimism about AI-driven memory demand, with traders celebrating dip-buying and a possible short squeeze. Some question the volatile move, while the Taiwan strike authorization is discussed as a potential production risk that has not derailed the rally.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Positive 24-month HOPE-3 open-label extension data showing slower upper-limb decline in Duchenne muscular dystrophy is driving discussion as the FDA reviews Capricors deramiocel application. Traders are divided: bulls see the data as supportive of approval, while skeptics point to the open-label design and unresolved statistical concerns in the original trial as reasons a rejection remains possible.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCIs climb toward a key resistance area has fueled talk of a breakout and possible short covering, while skeptics point to thin volume, choppy trading, and underperformance versus Dell and HPE. Speculation about SpaceX-related business and a potential buyout is also circulating, but those claims are unconfirmed.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

Elevated Treasury yields and macro uncertainty are weighing on rate-sensitive small caps, with IWM repeatedly lagging mega-cap tech and testing key support while major indexes hold up better. Traders are divided between expecting further weakness and looking for a rebound if yields ease or money rotates into small caps.

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

IREN is drawing attention for persistent weakness and volatile selling alongside AI data-center and neocloud peers, with traders pointing to rising Treasury yields and the sectors risk-off mood. The community is split between blaming short-selling or ATM dilution and viewing the decline as broader market pressure, while some bullish traders are buying the dip and waiting for execution updates on the companys AI buildout.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas announcement of substantial new defense orders and a larger backlog is drawing attention, but traders are frustrated that the shares remain weak despite the positive update. Discussion is split between bullish views on order growth and speculation about short pressure and dilution, with skeptics focused on whether the backlog will convert into revenue.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is under pressure after RBC lowered its price target, citing weak residential roofing demand, elevated distributor inventories, and softness in new construction. The sharp selloff has frustrated holders and fueled criticism of management and the acquisition strategy, while other traders view the weakness as a buying opportunity tied to the companys long-term roll-up plan.

Roundhill ETF Trust - Roundhill Memory ETF

Renewed focus on the memory-chip trade, including AI-related demand and Microns earnings outlook, is driving attention to DRAM as traders watch for the ETF to keep pace with memory stocks. Bulls cite data-center demand and tight supply, while bears point to falling prices, rising Chinese capacity, and the sectors cyclical risks; some traders also complain that the ETF lags its holdings.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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Microsoft Corporation

NVIDIA Corp

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Michael Burry Sees The Following Stocks At Most Risk Ahead Of Tax Loss Harvesting Season

Equity

Famed "Big Short" investor highlights his tax-loss harvesting strategy towards holdings with downside pressure across retail and financial sectors, and Chinese equities.

FNMA, FMCC Stocks Have ‘No Support Anywhere Near Here,’ Says Michael Burry: 'Clearly Fallen Into That News Desert'

‘The Big Short’ Investor Michael Burry said in a comment on Substack chat that Federal National Mortgage Association and Freddie Mac do not have support anywhere near current prices. 

FNMA, FMCC Head For September Slump As Analyst Cuts Targets On Privatization Doubts: Retail’s Losing Faith Too 

Keefe Bruyette lowered the price target on Fannie Mae to $3.50 from $6.25 and maintained an ‘Underperform’ rating on the shares. 

Strength Seen in Fannie Mae (FNMA): Can Its 7.3% Jump Turn into More Strength?

Fannie Mae (FNMA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

‘Big Short’ Investor Michael Burry Says Housing Is 'Creaking' — But He's Betting On Fannie And Freddie Anyway

Burry considered adding shares but is waiting for momentum traders to exit before the stocks stabilize.

FNMA Faces Senior Leadership Shake-Up — Fannie Mae Reportedly Cuts At Least 10 High-Ranking Jobs As Housing Market Risks Mount

The departures were not all voluntary, with several officials reportedly informed on Wednesday that their positions had been eliminated.

Fannie Mae (FNMA) Tops Q2 Earnings and Revenue Estimates

Fannie Mae (FNMA) delivered earnings and revenue surprises of +7.94% and +3.39%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Michael Burry Just ‘Shorted Micron’ — Why He Says AI-Fueled Rally Has Pushed MU Into Bubble Territory

The ‘Big Short’ investor says Micron’s valuation, technical setup and cyclical history point to significant downside after its AI-driven rally.

Mizuho Believes Fannie Mae Is Among The Best Businesses One Could Hope For — But Not Everyone Agrees

According to TheFly, Mizuho has a price target of $10 on Fannie Mae, with an ‘Outperform’ rating, implying an upside of more than 12% from current levels.

Dow, S&P 500, Nasdaq Futures Climb On Trump’s ‘Positive’ Sentiment Around Iran War: GME, EBAY, SOUN, FNMA In Focus

On Sunday, President Donald Trump said in a post on Truth Social that the U.S. would help “free” some of the ships stranded in the Strait of Hormuz.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

Bearish 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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