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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

Speculation around reports of a possible plague outbreak in Russia fueled a sharp vaccine-stock rally, but NVAX has since pulled back as traders debate whether the move was a fleeting headline-driven pump or could be amplified by short covering. Many note Novavax has no plague vaccine and question the stocks connection to the outbreak, while others point to short interest as a potential source of volatility; no related government contract is confirmed.

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 five-year patent-license and settlement agreement with Micron, which resolves pending legal disputes and provides recurring payments, is driving attention and a strong share-price gain. Many traders view it as validation of Netlists patents and look for possible follow-on deals with SK Hynix or Google, while others criticize the terms as too modest and point to profit-taking.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells Investor Day projections for rapid revenue growth and a much larger AI data-center opportunity are driving the rally, with traders focusing on custom silicon, optics, and networking demand. Many welcomed the long-term outlook, while others questioned the valuation and warned of a possible sell-the-news pullback or fading gains.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

Optimism centers on the U.S.-Japan statement highlighting AST SpaceMobiles Rakuten cooperation and a completed TELUS network integration test, alongside the shipment of BlueBird satellites toward the launch site. Bulls view the developments as signs of commercial progress, while skeptics point to launch delays and the lack of a confirmed launch date.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Citis Sell downgrade, citing valuation concerns after Modernas sharp rally on its melanoma cancer-vaccine results, is dominating discussion amid the pullback. Bears call the shares overvalued, while bulls argue the mRNA platform has broader potential and some attribute the volatility to short covering.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

ALAB is drawing attention for a sharp breakout and rebound, with traders pointing to strong volume and possible short covering after a volatile pullback. Bulls connect the move to demand for AI data-center connectivity, while skeptics argue the valuation is stretched and the gains may fade.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is drawing attention for its prolonged sideways trading and underperformance versus broader tech despite strong earnings and bullish analyst calls. Traders debate whether tight, AI-driven memory demand supports further gains or whether cyclical-peak concerns and profit-taking are weighing on the shares; anticipated buybacks are also discussed as a possible catalyst.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is under pressure after reports that Toshiba plans to expand HDD capacity for AI data centers, prompting concerns that more supply could weaken WDCs pricing power. Traders are split between calling the selloff an overreaction given the long ramp-up and strong demand, and viewing Toshiba as a meaningful medium-term competitive risk; dip-buying and volatile rebound trades are prominent.

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

SPDR S&P Biotech ETF

Biotech is facing a broad selloff, with traders describing sector-wide rotation and pointing to rising Treasury yields and risk-off flows as possible headwinds. Some see the decline as a buying opportunity or expect a rebound, while others say biotech remains out of favor.

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

Googles long-term nuclear power agreement with Constellation, including plans for new capacity and additional power from its existing fleet, is driving attention. Traders largely view the deal as validation of CEGs role in meeting AI data-center power demand, though some are cautious about whether the share-price breakout will hold.

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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.

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