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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 neocloud and AI-infrastructure selloff, as traders debate Gartners warning about providers long-term viability alongside debt-financing and higher-rate concerns. Bulls see an overreaction and are buying the dip, while bears fear an AI-spending downturn and further losses.

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 being swept up in a sharp semiconductor and memory-stock selloff, with traders pointing to hotter inflation and rate concerns, weakness in Asian chipmakers, and fears about Chinese competition and AI spending. A strong rebound has sparked dip-buying and short-squeeze talk, while skeptics argue it may be a temporary bounce; bulls say memory demand and Microns business outlook remain intact.

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

Direxion Daily Semiconductor Bull 3X Shares

Semiconductor stocks are under pressure amid hotter-than-expected inflation and concerns about AI valuations and Chinese competition, with SOXLs 3x leverage amplifying the sector selloff. Traders are divided between buying what they see as an oversold dip and expecting further downside.

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

CoreWeave is drawing attention amid a selloff tied to concerns over distressed bond prices, high leverage, and the cost of financing its AI infrastructure expansion. Traders are split between viewing the drop as overdonewith some speculating Nvidia could provide supportand warning that continued credit stress could undermine the companys ability to fund growth.

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. 

Nebius is under pressure alongside neocloud peers after Gartner warned that many independent providers may shut down or consolidate by 2030, heightening concerns about AI infrastructure spending and financing amid CoreWeaves debt-market stress. Traders debate whether NBIS is being unfairly swept up in the sector selloff: bulls point to its comparatively stronger balance sheet and customer prepayments, while bears question the sustainability of the AI buildout.

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

Walmart is drawing attention after Deutsche Bank upgraded the stock to Buy, citing a more favorable outlook, potential market-share gains, and improving margins. Traders largely celebrated the rally and cited defensive-sector rotation as tech weakened, while skeptics questioned Walmarts elevated valuation and warned the move may be overextended.

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

Optimism over Modernas Phase 3 melanoma-vaccine results and anticipation of fuller data at ESMO are driving attention, with the reported NIH cancer-vaccine initiative and Nasdaq-100 inclusion also cited as tailwinds. Bulls point to oncology potential and momentum, while bears question the valuation and warn of a possible sell-the-news pullback; short covering is also a prominent but unconfirmed explanation for the move.

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 upbeat outlook on AI-chip demand have been overshadowed by a broader semiconductor selloff and concerns about AI infrastructure spending and higher rates. Traders are divided between viewing the drop despite strong results as a buyable overreaction and seeing it as a sell-the-news reaction amid risk-off market conditions.

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

Hot producer-price inflation has intensified concern about persistent inflation and the Feds rate path, alongside weakness in semiconductors and AI-related stocks. Traders are split between expecting further downside and buying the dip, with many questioning the markets sharp rebounds despite the gloomy data.

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

ONDS is drawing attention after a steep selloff and fresh lows, with traders debating whether broad market weakness and dilution concerns outweigh its growth prospects. Bulls point to the Palantir-linked Regna AI venture, defense business and heavy short positioning, while bears question profitability and warn the decline could continue; many are watching for earnings or new contract news.

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Gabelli Global Utility & Income Trust is a non-diversified closed-end management investment company. Its investment objective is to seek consistent level of after-tax total return for its investors with an emphasis on qualified dividends by investing its assets in equity securities and income producing securities of domestic and foreign companies involved in the utilities industry and other industries that are expected to pay dividends periodically. The company was founded on March 8, 2004 and is headquartered in Rye, NY.

Gabelli Global Utility & Income Trust.

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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