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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 shares recovered from an initial decline following third-quarter results as the company provided an aggressive long-term outlook, projecting AI semiconductor revenue to reach $230 billion by fiscal 2028. While some market participants remain skeptical of the sustainability of this growth and express frustration over the stock's volatility, sentiment has skewed bullish as traders focus on the company's strong guidance and demand from major AI hyperscalers.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake shares rallied significantly following strong fiscal second-quarter results and an increase to full-year guidance, with investors highlighting rapid enterprise adoption of the company's AI coding assistant as a key growth catalyst. While bulls celebrated the beat and raised outlook, the community remains divided, with skeptics pointing to the company's persistent GAAP losses, high forward price-to-earnings ratio, and heavy stock-based compensation as concerns despite the positive sentiment.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies shares experienced high volatility, surging initially following a strong earnings report and raised annual revenue guidance driven by robust AI server demand, before paring those gains as investors weighed the news against broader market uncertainty. Traders are debating whether the recent price action indicates a broader upward trend or a classic "sell the news" event exacerbated by institutional trading strategies.

Ultragenyx Pharmaceutical, Inc. is a biopharmaceutical company, which engages in the identification, acquisition, development, and commercialization of novel products for the treatment of genetic diseases. Its products include Crysvita, Mepsevii, Dojolvi, and Evkeeza. The company was founded by Emil D. Kakkis in April 2010 and is headquartered in Novato, CA.

Ultragenyx Pharmaceutical Inc.

Ultragenyx Pharmaceutical Inc

Ultragenyx shares dropped sharply following the failure of its experimental Angelman syndrome drug, apazunersen (GTX-102), to meet its primary and secondary endpoints in a late-stage trial. While some traders express concern over the company's pipeline and cash runway, others view the sell-off as an overreaction, pointing to existing commercial revenue streams and upcoming regulatory catalysts as potential sources of recovery.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology shares dropped sharply following its latest quarterly report, as investors expressed concerns over margin compression and potential slowing in its optical business ramp despite an earnings beat and raised guidance. While some traders view the sell-off as an overreaction that creates a buying opportunity for long-term growth in AI connectivity, others are concerned by the stock's technical breakdown and the potential for further near-term volatility.

VanEck ETF Trust - VanEck Gold Miners ETF

VanEck Gold Miners ETF

GDX is experiencing high volatility as traders react to shifting expectations for Federal Reserve monetary policy and concerns over U.S. debt levels and economic stability. Investors are closely monitoring the potential for rate adjustments, with technical analysts highlighting critical support and resistance levels as the market debates whether the recent move is a sustainable breakout or a temporary correction.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

Investors are focused on Fervo Energy following a major power purchase agreement with Google to supply 396 megawatts of geothermal power by 2028. While bulls highlight this deal as a strong fundamental validation of the company's enhanced geothermal technology for data centers, bears express concerns regarding the company's lack of current profitability, high debt levels, and the extended timeline for project delivery.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is facing downward pressure as investors digest profit-taking from ARK Invest and concerns regarding the stock's premium valuation following a strong August rally. Traders are also debating the impact of increased litigation risks and recent data handling scrutiny.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta shares are seeing volatility as traders react to the launch of the Muse Spark 1.3 AI model and a favorable court ruling in an antitrust case, though sentiment remains divided by skepticism over high infrastructure spending. Many participants are actively debating whether the stock is undervalued with significant upside potential or a target for a deeper correction amid broader market concerns.

Anthropic

Anthropic is currently a focal point of intense market attention driven by high-profile infrastructure partnerships, significant capital raises, and active preparations for a highly anticipated IPO. Discussions among the community largely revolve around the company's competitive position in the AI landscape, its recent legal and regulatory challenges, and the potential impact of its infrastructure spending on the broader market.

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ETFs to Buy as NVIDIA Beats on Q2 Earnings, Views 70% Top-Line Growth in FY28

NVIDIA beats Q2 estimates and sees 70% fiscal 2028 revenue growth, while NVDA-heavy ETFs offer exposure with less company-specific risk.

Everpure Stock Hits Record High – TD Cowen Says Oracle Could Be Its New Hyperscale Customer, Sees Meta Revenue Growth Ahead 

Equity

TD Cowen raised its price target on Everpure stock to $170 from $100 and maintained a ‘Buy’ rating.

OpenAI’s Greg Brockman Says Hugging Face Incident Was A Window Into Automated Attacks — Warns ‘Threat Actors’ Will Have These Capabilities Soon 

During an interview with CNBC, Brockman cautioned that OpenAI is learning that human-written code is full of security vulnerabilities, warning of a “tech debt” that is building over time.


Porter Stansberry Brings Jeff Bezos’ 2004 Transportation Machine Analogy Into CRWV Debate — Michael Burry Weighs In

Stansberry argued that CoreWeave’s rapid revenue growth and heavy spending on data-center infrastructure resemble the hypothetical business Bezos described, more than they resemble Amazon’s early expansion.

IBM Makes Massive OpenAI Push, Plans Thousands-Strong AI Practice Weeks After CEO Admitted It ‘Did Not Move Quickly Enough’

IBM Consulting will integrate OpenAI’s frontier models and products into its AI platform while launching a dedicated OpenAI Practice with thousands of consultants and engineers.


CRWV Revenue Could Surge To Over $100B Eventually As AI Compute Gets Cheaper, Morningstar Says

Morningstar analyst Luke Yang expects cheaper GPU compute to expand CoreWeave’s total addressable market by enabling more organizations to train and fine-tune proprietary AI models.


Mark Zuckerberg Warns Against AI Power Concentration As META Launches Muse Glimmer — ‘No Such Thing As A Singular Benevolent Superintelligence’

Zuckerberg argued that putting powerful AI tools in the hands of individuals will not only drive innovation and economic growth but could also serve as a safeguard against the risks posed by concentrated AI power.


TEAM Stock On Track For 7-Month High – BofA Says Atlassian Is An ‘AI Beneficiary Rather Than An AI Victim’ 

Bank of America upgraded Atlassian to ‘Buy’ and lifted its price target to $175 after the company's fourth-quarter results.


Apollo's Torsten Slok Says AI Capex Is Growing Nearly Twice As Fast As The Housing Boom — Warns It Can 'Unwind At A Similar Pace'

In a note on Thursday, Slok said consensus forecasts imply hyperscaler capital expenditures will reach about 3% of U.S. Gross Domestic Product annually between 2027 and 2029, up from 0.3% in 2019 and 1.4% in 2025.

CRWV’s Deep NVDA Integration Makes It A Go-To Choice, Says Morningstar — Analysts Say META's Planned Cloud Move Reinforces AI Compute Boom

Morningstar argued that Meta's reported plans to sell excess AI computing capacity reinforce the persistent supply-demand imbalance of AI infrastructure rather than signal a weakening market.

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