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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Discussion centers on reports that Supermicro is shipping NVIDIA Vera Rubin rack-scale systems to SpaceXAI, fueling optimism about large AI-infrastructure deployments and renewed demand for its servers. Bulls see a breakout or short squeeze ahead, while skeptics point to repeated resistance, volatile trading and concerns about margins and execution.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Anticipation around Infleqtions Quantum World Congress keynote and Impact 250 engagements is driving discussion, with traders speculating about a 30-logical-qubit milestone or other technical and government updatesnone of those hoped-for announcements is confirmed. Sentiment is largely bullish but tempered by frustration over volatile, range-bound trading, while IonQs progress is also cited as a boost for the quantum sector.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

A strong semiconductor-sector rally and rotation into chips, supported in traders discussion by ongoing AI and memory demand, is driving attention. Dip-buying and breakout optimism are competing with warnings of overextension, macro risks, and bearish bets including Michael Burrys reported SOXX short additions.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms launch of two 2nm Snapdragon flagship chips focused on on-device AI is driving discussion, with traders viewing the products as a potential growth lever beyond smartphones. Reactions are mostly bullish, though some are questioning Samsungs visibility among the launch partners.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Analyst upgrades citing Azure and AI growth, alongside confidence in cost discipline, are a major focus; traders are debating whether the positive outlook can overcome repeated rejection at a key round-number resistance level. Xbox job cuts and restructuring add a counterpoint, while reactions to the stocks choppy performance remain mixed.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs rally to record highs and a $1 trillion market value is being tied to renewed AI-chip demand expectations, particularly around Metas Muse AI and the computing needs of agentic workloads. Bulls see continued momentum and demand for AMD CPUs and accelerators, while skeptics warn the sharp run has left the stock overbought and valuation, dilution, and profit-taking risks are rising.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS is drawing attention as traders await the final analysis of its Phase 3 REGAL trial of GPS in AML, with the still-unreported 80th overall-survival event fueling bullish hopes of durable benefit and skepticism that the delay proves efficacy. Upcoming SLS009 research presentations are a secondary catalyst, while speculation about a buyout remains unconfirmed.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

IBRXs sharp, high-volume rally is drawing speculation around ImmunityBio founder Patrick Soon-Shiongs meeting with Turkeys president, with traders anticipating a possible Anktiva expansion there despite no confirmed deal. The conversation also focuses on potential stock tokenization and short-squeeze dynamics, while skeptics say the move lacks a confirmed company catalyst.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

NVAXs recent strength is being linked by traders to Modernas biotech and oncology rally, alongside anticipation of preclinical oncology updates involving Novavaxs Matrix-M adjuvant and an undisclosed pharma partner. Many bullish posts point to high short interest as potential fuel, while skeptics say the move lacks a confirmed new deal or company catalyst.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

VKTX is drawing attention after VK2735 data showed patients retained most of their weight loss on less-frequent maintenance injections, alongside continued weight loss in the weekly-dosing group; traders also point to analyst upgrades as support for the sharp rally. Many are bullish on the drugs potential in the obesity market, while debate continues over the early-stage data, competition, possible dilution and unconfirmed buyout speculation.

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California Governor Gavin Newsom Moves To Push Independent Oversight — State Explores ‘Kill Switch’ For Frontier Models

Equity

The order accelerates California’s independent AI audit framework while asking experts to assess tougher safeguards for large frontier model developers.

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 

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.

iShares Trust - iShares U.S. Technology ETF

Neutral Sentiment

Job displacement

Market bubble / overvaluation

Loss of human oversight / control

Killer robots 🤖

As AI spending accelerates across hyperscalers and valuations climb to historic highs, investors and workers alike are increasingly debating the risks the technology poses - from job displacement to fears about losing human oversight over increasingly autonomous systems. What do you think is the biggest threat AI poses? Vote and explain your reasoning in the comments.

Current Price	$265.99
Prev Close	$264.46
Open	$264.60
Dividend Yield	N/A
50-Day Moving Average	$248.35
Beta	N/A
Avg. Volume	517,130.01
PE Ratio	N/A

52-Week High	$266.42
52-Week Low	$172.54
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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