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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 fiscal first-quarter results and growth outlook are driving attention, with traders highlighting sharply higher revenue and plans to bring substantially more data-center capacity online. Despite enthusiasm about execution and future leases, many are frustrated by the stocks muted reaction and debate whether one-time tenant fit-out revenue, heavy financing needs, and weak macro conditions are weighing on shares.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Goldman Sachs upgrade of Palantir to Buy, citing expanding AI opportunities including sovereign AI, is driving attention as shares approach record levels. Bulls are cheering the move and watching for a breakout, while skeptics argue the valuation is stretched and price has struggled at resistance.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

Wolfspeeds conditional long-term U.S. Department of War financing commitment to expand domestic SiC and GaN production is driving attention, with traders touting government backing and high short interest as a possible squeeze catalyst. Others caution the deal is not finalized, may bring dilution, and does not resolve the companys profitability challenges, fueling concerns the rally could fade.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: PepsiCo Foods North America (PFNA), PepsiCo Beverages North America (PBNA), International Beverages Franchise (IB Franchise), Europe, Middle East and Africa (EMEA), Latin America Foods (LatAm Foods), and Asia Pacific Foods. The PFNA segment refers to the food businesses in the United States and Canada. The PBNA segment includes beverage businesses in the United States and Canada. The IB Franchise segment involves the international franchise beverage businesses, as well as the SodaStream business. The EMEA segment pertains to food businesses and beverage businesses with company-owned bottlers in Europe, the Middle East, and Africa. The LatAm Foods segment consists of food businesses in Latin America. The Asia Pacific Foods segment is associated in food businesses in Asia Pacific, including China, Australia and New Zealand, as well as India. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

PepsiCos quarterly results topped expectations, but its reduced full-year profit outlook and continued North American weakness kept the reaction mixed. Some traders welcomed the beat and viewed the beaten-down shares as a value opportunity, while others focused on margin pressure and subdued consumer demand.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Live announcements, especially the unveiling of AthenaOS and an AI inference-model collaboration involving NVIDIA Nemotron and Fireworks, are driving attention to Zetas enterprise AI strategy. Traders are largely bullish on the platforms growth potential, though some warn of profit-taking and a possible sell the news pullback.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

CIFR is drawing attention after a sharp, persistent decline alongside AI data-center peers, with traders pointing to higher yields and weak sector sentiment even as they cite contracted revenue and AI/HPC demand. Bulls see a buying opportunity and expect new leases to support the business, while bears question valuation, execution, and the lack of fresh signed deals.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHounds steep decline toward 52-week lows is driving discussion, with traders blaming short pressure and share dilution tied to the LivePerson deal. Bulls point to the upcoming earnings report and customer wins involving Kia, Intel, and restaurant chains as potential catalysts, while skeptics focus on continued losses, dilution, and weak price momentum.

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

SemiAnalysiss reports of outages, network disruptions and other reliability problems at IRENs legacy British Columbia data centers are a key focus amid the selloff. Many traders are bearish on the operational risks, while bulls dispute the criticism and point to newer Texas facilities and IRENs AI-infrastructure prospects.

Agenus, Inc. is a clinical-stage company, which engages in the development and commercialization of technologies to treat cancers and infectious diseases. Its product pipeline includes Balstilimab, Zalifrelimab, AGEN1181, AGEN1327, AGEN2373, AGENt-797 and AGEN1777. The company was founded by Garo H. Armen and Pramod K. Srivastava on March 31, 1994 and is headquartered in Lexington, MA.

Agenus Inc

Agenuss BOT+BAL combination received its first marketing authorizations in Armenia for previously treated MSS metastatic colorectal cancer, prompting traders to call it a commercial milestone and possible foothold for approvals elsewhere. The community is divided over its significance, citing potential patient access and expansion while questioning the markets size and noting that U.S. FDA approval remains unresolved.

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

SPDR S&P Biotech ETF

XBI is drawing attention amid a broad biotech selloff, which traders attribute to rising Treasury yields and rotation of capital toward AI and large-cap stocks. The community is split between expecting further technical weakness and viewing the decline as an indiscriminate dip-buying opportunity.

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Hold rates steady

Cut 25 bps

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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.

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