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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

TSMCs Q3 results delivered another record profit and strong growth tied to AI-chip demand, but shares fell despite the beat. Traders are debating whether the drop reflects broader risk-off pressure and a sell the news reaction, or worries about AI spending and whether even strong results can meet high expectations.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves selloff is drawing attention over concerns about its debt-heavy expansion and rising borrowing costs, alongside Gartners warning that many neocloud providers may struggle to survive if AI infrastructure spending outpaces revenue; hotter inflation and rate concerns added pressure. Traders are divided between fears of financial distress and buying the dip based on AI demand, the companys backlog, and potential Nvidia support.

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Hot inflation data has revived concerns about further Fed rate hikes, while a sharp selloff in semiconductors and AI-related stocks has added pressure to the broader market. Traders are split between viewing the decline as a routine pullback and warning of a deeper downturn, with producer inflation data seen as a key test.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs Neutron first flight was pushed into 2027 after manufacturing defects in a carbon-composite tank dome required a replacement, weighing on shares. Traders are split between concern over repeated delays, valuation and postponed growth, and the view that fixing the issue before flight is prudent and leaves the long-term case intact.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is caught in a broad memory-stock selloff as traders weigh Chinese competitor CXMTs planned memory products alongside concerns about AI-sector valuations and macroeconomic pressure. The community is sharply divided between sellers worried about competition and a deeper downturn, and buyers arguing CXMTs DRAM is not a direct threat to SanDisks NAND business and that AI-driven storage demand remains strong.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid hot inflation data reviving Fed rate-hike concerns and a broad selloff in semiconductors and AI-related tech. Traders are split between seeing the decline as a deeper correction tied to AI-spending and financing worries and treating it as a dip that could rebound.

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 caught in a broad memory-chip selloff as traders cite concerns about Chinese rival CXMTs DRAM expansion and weakness in South Korean semiconductor stocks. The community is divided between fears of stronger competition and an AI-cycle slowdown, and dip-buyers who view the decline as overdone given Microns business fundamentals.

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

The FDAs expanded approval of Anktiva for BCG-unresponsive papillary-only bladder cancer is driving attention, with traders viewing the larger eligible patient population as a meaningful commercial opportunity. Many are bullish on the label expansion, while others are disappointed by the muted share-price reaction and debate whether the news was already priced in; claims of short-side suppression remain speculation.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom CEO Hock Tans comments that capital could constrain AI investmentand remarks many traders interpreted as questioning the boomhave fueled concern alongside reported financing plans for OpenAI-related chip projects. The community is split between fears that AI demand depends on costly, debt-funded spending and bulls who argue demand and Broadcoms custom-chip business remain strong, as semiconductor shares sell off broadly.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is caught in a broad semiconductor selloff as hotter-than-expected inflation revives rate-hike concerns and weakness in Asian chip stocks weighs on the sector. Traders also debate whether the decline is a temporary pullback or a warning about AI spending, valuations, and debt-funded infrastructure, while some view it as a buying opportunity.

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Exchange Traded Concepts Announces Launch of the MIG Core ETF (MIGO)

Exchange Traded Concepts Announces Launch of the MIG Core ETF (MIGO) Exchange Traded Concepts Announces Launch of the MIG Core ETF (MIGO) PR Newswire OKLAHOMA CITY, Feb. 23, 2026 OKLAHOMACITY, Feb...

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The September Producer Price Index report lands Thursday, October 15 at 8:30 AM ET, one day after CPI, with August’s reading at 5.4% year over year, as investors look for clues on inflation before the Fed’s October 27-28 meeting. How will the September PPI print compare to consensus expectations? Vote and explain your reasoning in the comments.

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