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Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is drawing attention over the FTC and more than 20 state attorneys general suing over alleged manipulation of sponsored-ad auction pricing and hidden fees. Traders are split between concerns about legal costs, restrictions and pressure on the high-margin advertising business, and views that the selloff is a buying opportunity given Amazons AWS and AI growth.

Edison International is a renewable energy company, which operates through its subsidiaries. It supplies and distributes electric power, and also invests in energy services and technologies. The company was founded on July 4, 1886, and is headquartered in Rosemead, CA.

Edison International

Californias latest wildfire legislation failed to provide the liability protections investors expected, leaving Edison International exposed to potentially significant wildfire claims and prompting analyst downgrades. Traders are divided between bearish views that unresolved liability could pressure the balance sheet and dividend, and bullish arguments that the selloff is an overreaction to a temporarily oversold utility with long-term value.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Anticipation of Teslas Cybercab launch and reported expansion of its driverless Robotaxi fleet in Texas are driving attention, with traders viewing the developments as validation of the autonomy strategy and fueling bullish momentum and short-squeeze speculation. Skeptics argue the move is event-driven hype, citing valuation, limited current monetization, and concerns about Teslas camera-only self-driving approach, while expecting a potential sell-the-news reaction.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Bitcoins sharp breakout and broader crypto rally are driving attention to Coinbase, with traders expecting higher transaction activity and renewed upside while positioning for a short squeeze. The community is divided between bullish momentum and concerns that hawkish rate expectations, profit-taking, and Coinbases recent lag versus Bitcoin could trigger another pullback.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is drawing attention ahead of its scheduled fiscal fourth-quarter earnings report, with traders focused on whether its platformization strategy, ARR growth and fiscal 2027 guidance can support continued cybersecurity momentum. Bulls expect a beat and stronger outlook, while skeptics argue the recent rally has left valuation elevated and the stock vulnerable to a sell-the-news reaction.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

A broader crypto-market rebound and anticipation of progress on the U.S. Clarity Act are driving attention, with traders also citing Circles stablecoin adoption and upcoming Arc blockchain launch. Bulls view regulatory clarity and growing payments use as long-term tailwinds, while skeptics point to bank-issued stablecoins, declining USDC supply and elevated valuation as risks.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

A post-SpaceX IPO reset and capital rotation out of high-beta space stocks have driven Planet Labs sharp drawdown, with traders also citing the ATM offering and limited management updates. Attention is now focused on the scheduled earnings report as a potential test of the turnaround, while the community remains split between an oversold buying opportunity and further downside if results disappoint.

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

AI-driven memory demand, tight HBM supply, and anticipation of upcoming earnings are fueling bullish interest in Micron, with Michael Burrys disclosed short adding to the debate. Traders remain divided between expectations of stronger memory pricing and an earnings-driven re-rating versus concerns that cyclical peak conditions, valuation, Chinese competition, and macro risks are already priced in.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

GTA VIs extended gameplay preview and a wave of unauthorized leaks are driving attention, with traders debating whether the footage signals performance, monetization, or delay risks ahead of launch. Bulls view the selloff as an overreaction and emphasize strong demand and preorder speculation, while bears argue the game may be overhyped or unfinished.

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Hawkish Federal Reserve signals have lifted rate-hike expectations and Treasury yields, pressuring the Dow while traders debate whether persistent inflation and Middle East-driven oil risks will trigger a broader correction. Some participants expect the Fed to remain on hold and support a rebound, but the dominant tone is cautious amid bond-market stress and seasonal weakness.

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The earnings report triggered heavy selling after a large non-cash impairment tied to legacy Bitcoin-mining equipment and widening losses, intensifying concerns about AI-conversion costs, leverage, dilution, and execution. Bulls counter that contracted AI-cloud growth, GPU financing, and an undisclosed frontier-AI customer could support the transition, with speculation centered on Anthropic.

IREN Stock Faces 3-Month Losing Streak After Q4 Miss, But Analyst Sees ‘Buying Opportunity’

The rebound appears tied to managements follow-up clarification of the FY26 results, emphasizing that the $702.6 million net loss was largely non-cash mining-fleet impairments and that $4 billion of 2026 AI Cloud ARR is contracted. Traders are also focusing on the companys transition from Bitcoin mining to AI infrastructure, with AI Cloud revenue reaching $70.5 million in the quarter.

IREN vs. CIFR: Which Bitcoin Miner Is the Better AI Play?

Is IREN's contracted AI demand, broader cloud model and lower price-to-sales multiple making it the stronger AI play versus Cipher's lease-focused approach?

IREN's $4B Contracted ARR: How Quickly Can It Convert Into Revenues?

IREN targets over $4B in ARR by December, but late-quarter capacity additions push most revenue gains into March 2027.

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CEO Daniel Roberts said rising costs across data-center components are adding pressure to the company’s buildout.


IREN's Powerful AI Milestones Could Reshape Valuation, With Critical Risk

IREN (NASDAQ: IREN) just gained major validation from Microsoft and Nvidia as its AI infrastructure transformation accelerates. The question is whether these milestones can convince investors to value the company differently, potentially unlocking a much larger upside case, while...

BLUE OWL MANAGED FUNDS LEAD $2.4 BILLION AI FACTORY FINANCING FOR IREN

BLUE OWL MANAGED FUNDS LEAD $2.4 BILLION AI FACTORY FINANCING FOR IREN BLUE OWL MANAGED FUNDS LEAD $2.4 BILLION AI FACTORY FINANCING FOR IREN PR Newswire NEW YORK, Aug. 28, 2026 Financing for NVIDIA AI Infrastructure deployment draws on Blue Owl's digital infrastructure operating and underwriting...

IREN's New AI Contract Adds to $2.8 Billion in Deals as Company Targets $4 Billion ARR, Analysts Say

BTIG reiterates its Buy rating and $80 price forecast on IREN Limited (NASDAQ: IREN) stock, pointing to new multi-year AI cloud deals and rising 2027 capacity contracting.read more...

IREN Q4 Earnings Call Focuses on AI Cloud Scale & Funding

IREN says that FY26 AI cloud capacity is largely sold out, putting delivery, funding and FY27 contracting in focus as ARR is set to top $4B by December.

Why Are Nasdaq, S&P 500 Futures Slipping Premarket? NVDA, MU, MRVL, IREN, PYPL, RKLB Stocks In Focus

Retail sentiment on Stocktwits improved to ‘bullish’ on SPY and ‘neutral’ on QQQ.


Zacks Investment Ideas feature highlights: QQQ, NVIDIA, CoreWeave, Nebius, TeraWulf, Cipher and IREN 

QQQ, NVIDIA, CoreWeave, Nebius, TeraWulf, Cipher and IREN have been highlighted in this Investment Ideas article.

Nasdaq Futures Sink While S&P 500, Dow Futures Gain Ahead Of Fed Chief Warsh’s Jackson Hole Speech: PYPL, MRVL, IREN, AFRM Stocks In Focus

Kevin Warsh is scheduled to speak on Friday at the Fed’s annual symposium in Jackson Hole, Wyoming.

• Reported GAAP EPS of -$1.96 down -396.97% YoY
• Reported revenue of $137.2M down -26.74% YoY
• IREN targets $4B of annualized run-rate revenue to be operational by December 31, 2026, while targeting cumulative capacity delivery of approximately 0.3GW in 2026 and 0.8GW in 2027.

IREN incurred a -$684M quarterly net loss from decommissioning Bitcoin hardware impairments, saw Adjusted EBITDA margin drop to 14% on higher employee costs, and faces ERCOT grid and customer concentration risks.

IREN secured $4B contracted ARR for 2026 capacity, delivered Horizon 1 to Microsoft backed by $3.6B financing, and expanded contracted pricing above $20M revenue per MW with customer prepayments.

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.

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AI infrastructure stocks are under pressure this week - what have you been doing?

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Investors are closely watching the pivot from mining to AI cloud services as demand for high-capacity data center infrastructure skyrockets.

With a significant portion of the float heavily shorted, bullish traders are betting on a massive catalyst to ignite a rapid price rebound.

Bullish sentiment is building around the belief that data centers are the essential bottlenecks for the global AI buildout and industrial automation.

Speculation is swirling regarding undisclosed enterprise contracts, with persistent rumors pointing toward major players like Anthropic.

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