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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 caught in a broad selloff in neocloud and AI infrastructure stocks, as traders react to Gartners warning about potential impairment from AI infrastructure spending and to inflation and financing-cost concerns. The community is split between buyers calling the decline an overreaction and skeptics who see risks from debt, capital needs, and uncertain returns across the sector.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs Neutron debut has been pushed to 2027 after manufacturing defects were found in a first-stage propellant-tank component, renewing concerns about repeated delays and postponed growth. Traders are divided between calling the selloff an overreaction to a safety-focused fix and seeing it as a setback that raises execution and valuation risks; broader market weakness is also cited as pressure.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Hotter-than-expected inflation and rate-hike concerns, alongside AI valuation and Chinese chip-competition worries, have fueled a sharp semiconductor selloff that SOXLs 3x leverage magnifies. Traders are split between buying what they view as an oversold dip and expecting further downside amid persistent bearish momentum.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

A Gartner warning that much of the neocloud sector could fail or consolidate, alongside concerns about AI infrastructure financing costs and CoreWeaves debt, has weighed on NBIS with its peers. Traders are divided between buying the selloff and fearing broader AI-infrastructure weakness, while some argue Nebius is better positioned financially than CoreWeave.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves steep selloff is centered on concern that its highly leveraged, capital-intensive AI data-center expansion could become harder to finance as bond yields rise. Bears warn of refinancing and solvency risks, while bulls argue AI demand and the companys backlog remain strong and see the decline as overdone; some speculate Nvidia could provide support.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following segments: Walmart U.S., Walmart International, and Sam's Club U.S. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club U.S. segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Deutsche Banks upgrade to Buy, citing a stronger outlook and potential margin improvement, is a key focus as Walmart shares rally. Traders are largely bullish and point to defensive-sector rotation amid tech weakness, though some warn the run looks overextended and expect 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 record quarterly results and strong outlook are being overshadowed by a broader semiconductor and AI-stock selloff, with traders debating whether the drop reflects profit-taking and macro-driven risk aversion or doubts about AI spending, despite bullish views on demand and the companys fundamentals.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Globals GE Vernova and Baker Hughes agreements to expand gas-fired, off-grid power for AI data centers are drawing attention, but the shares are selling off despite the growth opportunity. Traders are split between seeing a potential second business and viewing the agreements as speculative until customers and equipment orders are confirmed; concerns about investment costs and insider selling add to the bearish reaction.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Hotter-than-expected producer inflation has intensified concerns about persistent price pressures and Fed rate hikes, weighing on QQQ and technology stocks amid broader worries about AI and data-center spending. Traders are divided between expecting further declines and betting on a sharp rebound, with falling Treasury yields adding to the debate.

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

Micron is caught in a sharp semiconductor and memory-stock selloff, with traders debating Chinese memory competition, fears about the durability of AI spending, and inflation-driven interest-rate concerns. Bulls call the drop overdone and point to continued AI memory demand, while bears warn of further downside and potential pressure on the sectors outlook.

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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? 
 
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