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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 addition of 75 MW at Polaris Forge 1, bringing the campus to 250 MW operational, is drawing attention ahead of quarterly results. Bulls see the milestone as evidence of execution, while other traders are frustrated that the shares have not held gains and remain concerned about earnings, financing needs, and higher yields.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX shares are drawing attention after a sharp rally tied to Morgan Stanleys bullish view and optimism around AI ambitions and Starship fuel infrastructure. Traders are split between momentum-driven enthusiasm and concerns about stretched valuation, losses, and upcoming share unlocks.

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

A suspected plague outbreak in Russia has sparked an outbreak-trade in vaccine stocks, with NVAX traders speculating about government funding and a possible short squeeze; no Novavax plague vaccine or related contract is confirmed. Skeptics argue the move is largely hype because plague is bacterial and Novavax has no vaccine for it, while some also point to Sanofis Nuvaxovid rollout as a separate source of support.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Constellation and Google announced a long-term nuclear-power collaboration that will add capacity and supply electricity to the PJM grid, drawing attention to CEGs role in meeting hyperscaler and AI data-center power demand. Traders largely view the deal as validation of its nuclear fleet and corporate-contract pipeline, though some remain wary that positive news may not translate into lasting share-price gains.

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

Attention centers on Elon Musk confirming discussions about a possible TSMC role in the Terafab chip project, alongside optimism about strong AI-chip demand; traders see potential for additional manufacturing business, while noting that the talks are preliminary and no deal is finalized.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets Gemini 4 Argon rollout is driving attention, with traders citing strong benchmark claims as evidence Google can compete in frontier AI. The reaction is divided: bullish traders see renewed AI momentum, while others question whether model advances will translate into revenue and point to heavy AI spending and volatile price action.

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

Analyst price-target increases, led by Citis bullish view of expanding CPU demand from AI agents, are drawing attention alongside Lisa Sus comments that AI chip demand is outpacing supply and AMD plans to expand capacity. Traders are broadly optimistic about AI growth and the upgrades, while others question the stocks valuation and point to choppy trading.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

The DOEs conditional federal loan commitment for uprates at three Vistra nuclear plants is drawing attention, reinforcing the AI/data-center power-demand story and existing long-term customer contracts. Traders are broadly positive on the added generation potential, but some are frustrated that VSTs choppy price action has lagged nuclear peers despite the news.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is in focus as cybersecurity shares rally on expectations that AI agents and emerging AI-driven threats will increase demand for security, with traders also pointing to analyst upgrades and fresh highs. Bullish momentum is countered by concerns about stretched valuation and insider selling.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

GRRR is drawing attention amid continued share-price weakness and uncertainty over how it will finance and execute its large AI-infrastructure projects, with traders focused on possible dilution and the lack of concrete financing details. Skeptics cite management credibility and project-delivery risks, while bulls argue that Yotta and other deployments could validate the companys growth plans.

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VanEck ETF Trust - VanEck U.S. Equity Buffer ETF - July

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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