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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

The quarterly earnings report and management outlook are the main focus, with traders anticipating a volatile reaction and debating whether execution updates can reverse the stocks recent weakness. Bullish posts point to data-center demand and the Finland power expansion, while skeptics cite financing needs, high interest rates, and weakness across AI infrastructure stocks.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

A bipartisan House China panels report alleging structural ties between Webull and China, including potential risks around customer data and cash, has driven a sharp selloff. Webull disputes the reports conclusions; traders are divided between concerns about regulatory fallout and account safety and claims the reaction is excessive, with some buying the dip.

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

A sharp rebound has traders focused on a potential breakout and short covering, while others warn that gains may fade. Speculation about a SpaceX buyout or business tie-up is also circulating, but some traders explicitly dispute it and no confirmed deal is established.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Discussion centers on Capricors presentation of 24-month HOPE-3 extension results and robustness analyses for deramiocel ahead of the FDAs decision on its Duchenne muscular dystrophy application. Bulls see the data as strengthening the case for an upper-limb indication, while skeptics point to the FDAs prior statistical concerns and see a risk of another rejection; the debate has accompanied volatile trading.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists multi-year patent-licensing and settlement agreement with Micron, which resolves their pending legal disputes and establishes recurring payments, is driving attention. Traders largely view it as validation of Netlists IP and a stronger financial footing, while debating whether the terms are generous enough and speculating about possible deals with SK hynix or Google.

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

IRENs sharp selloff and persistent underperformance are dominating discussion, with traders circulating unverified claims of power, network, and storage problems at its Canadian GPU sites alongside concerns about rising yields, dilution, and the pace of AI revenue conversion. Bulls point to the Microsoft-linked AI buildout and upcoming Horizon deployments, while bears question execution and see continued selling pressure.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealths prolonged decline since its prior earnings report is driving discussion, with traders focused on Medicare Advantage star ratings and the next quarterly results as potential catalysts. Sentiment is divided between concerns about regulatory and legal scrutiny and hopes that the selloff is overdone and the stock can recover.

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 steep slide to new lows and upcoming earnings are drawing attention amid concerns that North American snack and beverage demand remains weak, especially at Frito-Lay; analyst downgrades have added to doubts about the turnaround. Bulls point to the valuation and dividend as reasons to accumulate, while bears expect the pressure to continue.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Evernorths approved SPAC merger and planned Nasdaq debut as an XRP-treasury company have fueled XRPNs sharp, volatile run. Traders are split between a low-float short-squeeze thesis and warnings that speculative momentum, warrant-related dilution, and valuation concerns could drive a pullback.

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.

INFQ is under pressure amid a persistent selloff, even as traders point to quantum-computing milestones and the HoneywellUCSB collaboration; some blame rising yields, sector weakness, or a shareholder-supply overhang, though these explanations remain speculative. The discussion is split between frustrated sellers and long-term bulls treating the decline as an opportunity, with many saying the company needs a substantial contract or clearer commercial progress to change sentiment.

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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.

KRSL Kreisler Manufacturing Corp.