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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

Microns strong quarterly results and above-consensus outlook, supported by AI-driven memory demand and tight supply, dominate discussion. Despite bullish views on the business, traders are frustrated by the muted share-price reaction and debate whether expectations were already priced in, with higher capital spending and memory cyclicality also weighing on sentiment.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nikes upcoming fiscal Q1 earnings report is the dominant focus, with traders weighing weak demand and a slow turnaround against hopes for a better outlook. The debate is especially sharp with shares near long-term lows and short interest reportedly at a record, prompting speculation about a possible short-covering bounce.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is drawing attention amid a sharp selloff in long-term Treasuries as yields reach multi-year highs, even after cooler PCE inflation eased expectations for another Fed hike. Traders debate whether debt, inflation and term-premium concerns point to more pressure or whether oversold conditions and higher yields are attracting bargain buyers.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins selloff is being tied to Wells Fargos view that the recent rise in merchant Pixel installs may overstate e-commerce adoption, since many additions reportedly came from low-traffic Asia-Pacific storefronts. Traders are split between viewing the note as an unreliable bearish call and buying the dip, versus worrying that e-commerce growth is stalling amid competition and margin pressure.

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

A high-volume technical breakout has put IBRX in focus, with traders highlighting resistance levels and debating whether short covering is adding to the move. Some point to anticipation around Anktivas pending FDA label expansion and other data, but the messages do not establish a new announcement as the cause.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

ZBCNs price rebound is renewing discussion of Zebecs payroll and payments adoption, including reported enterprise accounts running USDC payroll on Stellar and expanding card and app usage. Bulls see these developments as signs of growing utility, while skeptics argue adoption and partnerships have yet to translate into sustained token demand or price strength.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

UBSs bullish coverage has refocused attention on TeraWulfs shift from Bitcoin mining toward AI/HPC data-center leasing, with traders citing its power access and contracted capacity. The stocks persistent weakness has prompted debate over whether the AI infrastructure opportunity outweighs financing and execution risks, alongside claims of heavy short pressure.

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

Constellations 20-year Amazon nuclear power agreement is drawing attention, with traders viewing the Calvert Cliffs deal as support for long-term investment and revenue visibility amid data-center power demand. That optimism is tempered by the stocks weakness and uncertainty around PJMs delayed capacity procurement plan.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

A Delaware judge found that Liquidias Yutrepia infringes two valid United Therapeutics patent claims tied to the PH-ILD indication, driving a severe selloff as traders weigh possible label removal or broader sales restrictions. The community is divided between fears that the ruling threatens the products viability and views that an appeal, a narrower remedy, or a settlement could limit the damage.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras shares are under pressure amid reports that OpenAIs latest Ultrafast tier uses Nvidia GPUs rather than Cerebras hardware, raising questions about the importance of the OpenAI relationship; traders also cite scheduled share unlocks and insider selling as added supply pressure. Bulls argue the report does not negate the broader partnership or Cerebrass inference business, while bears see the headlines and unlocks as reasons for further volatility.

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Nifty 50

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Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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LakeShore Biopharma Receives Revised Proposal To Acquire Company

Equity

The company said the revised preliminary non-binding letter proposes the acquisition of all outstanding ordinary shares in an all-cash transaction for $0.86 apiece.

LakeShore Biopharma Announces Receipt of a Revised Preliminary Non-Binding Proposal to Acquire the Company and Formation of Special Committee

LakeShore Biopharma Announces Receipt of a Revised Preliminary Non-Binding Proposal to Acquire the Company and Formation of Special Committee LakeShore Biopharma Announces Receipt of a Revised...

LakeShore Biopharma Just Got An Acquisition Proposal From Oceanpine Capital: More Details Inside 

The offer price of $0.86 represents a premium of 10.3% to the company's last closing price on August 15.

LakeShore Biopharma Co., Ltd. engages in the provision of discovering, developing, manufacturing, and commercializing vaccines and therapeutic biologics for infectious diseases and cancer. It focuses on developing PIKA technology platform. It operates through the People's Republic of China and Other Countries or Regions. The company was founded by Yi Zhang on November 16, 2020 and is headquartered in Beijing, China.

LakeShore Biopharma Co Ltd.

Bullish Sentiment

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.

LSB LakeShore Biopharma Co Ltd.