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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

Novavax shares surged amid retail speculation regarding potential government contracts for a suspected pneumonic plague outbreak in Russia, with traders betting on a short squeeze due to high short interest and institutional accumulation. While some investors remain cautious about the sustainability of these gains, others believe the price action signals a broader revaluation fueled by expectations of upcoming oncology news and partnership-driven milestone payments.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells Investor Day guidance for sharply higher long-term revenue and a larger AI data-center opportunity is driving attention, with traders linking the outlook to demand for custom silicon and data-center connectivity. Many welcomed the growth targets and rallied shares, while others warned of a possible sell-the-news pullback and questioned the valuation.

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 and settlement agreement with Micron, which resolves their pending litigation and provides recurring payments over a five-year license term, is driving attention. Many traders view it as a major validation of Netlists IP and a step toward further deals, while others criticize the terms and point to profit-taking; a possible SK Hynix renewal and ongoing Google litigation are also widely discussed as prospective catalysts.

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 capacity in Finland, its first international AI data-center development, is the main catalyst. Traders see it as a sign of growth, but debate its long lead time and the lack of a named customer, while also focusing on upcoming earnings and frustration that positive expansion news has not brought sustained gains.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is drawing attention as it rebounds with AI-linked chip stocks, with traders calling it a long-awaited catch-up move after months of lagging peers. Optimism about AI-chip demand and a possible breakout is tempered by doubts that gains will hold and debate over the risks of its Anthropic financing arrangements.

SPDR Series Trust - State Street SPDR S&P Biotech ETF

SPDR S&P Biotech ETF

XBI is drawing attention amid a broad biotech selloff that traders attribute to rising rates and rotation away from small-cap biotech toward AI and other sectors. Some see the weakness as continued sector pressure, while others view the pullback as a buying opportunity and expect a rebound.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

The DOEs confirmed federal financing for upgrades to Vistras nuclear plants is driving attention, with traders linking the added capacity to rising electricity demand from AI and data centers. The reaction is broadly bullish, though some traders question the debt implications and warn that the sharp rally could fade.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

A Citi downgrade to Sell has intensified selling, with valuation concerns following Modernas sharp rally on Phase 3 melanoma-vaccine results. Bears argue the cancer-vaccine opportunity is already priced in, while bulls point to the broader mRNA platform and potential pipeline value.

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

AST SpaceMobiles TELUS satellite-to-smartphone integration test, BlueBird satellite shipment, and U.S.-Japan endorsement of its Rakuten partnership are driving attention, with bulls viewing them as signs of commercial momentum. The reaction is divided: some expect further carrier or government deals, while skeptics focus on launch delays and execution risks, and T-Mobile partnership chatter remains speculative.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

A high-volume breakout in Astera Labs has sparked a sharp rally, with traders pointing to renewed AI and data-center infrastructure enthusiasm and possible short covering. Bulls see the move as a resumption of the uptrend, while skeptics cite the stocks elevated valuation and warn of profit-taking after its volatility.

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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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