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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 selling off with memory stocks as traders weigh Chinese rival CXMTs reported progress and the risk of added supply pressuring prices and margins; some note the development centers on DRAM rather than SanDisks NAND business. The decline has intensified broader debate about AI-sector spending and the sustainability of the memory rally, with bulls calling it an overreaction ahead of earnings and bears warning of further correction.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trumps reported Russian-diesel deal and claims of a Russia-Ukraine energy ceasefire dominate the discussion, with traders arguing the move could benefit Moscow while doing little to ease U.S. fuel costs. The reaction is largely critical and bearish toward DJT, with some traders also pointing to midterm-election risk, while a few remain bullish.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas and Palantir launched Regna AI, a standalone venture focused on mission-specific AI for defense and government users, prompting discussion of ONDSs potential expansion beyond drone hardware. Bulls see strategic upside and speculate about short covering, while skeptics point to the stocks weak reaction to the news, unclear financial benefits, and dilution concerns.

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 outlook for accelerated long-term growth in AI data-center custom silicon and connectivity, followed by a wave of analyst upgrades, is the main focus. Traders are split between seeing the pullback as profit-taking after the initial rally and questioning whether ambitious forecasts are already priced in.

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

Reports that OpenAI used Nvidia rather than Cerebras hardware for a feature have put the companys role in OpenAIs chip lineup under scrutiny, while an upcoming share unlock adds to selling concerns. Bears question Cerebrass valuation and customer concentration; bulls argue the selloff is overdone and point to its AI-inference technology and longer-term prospects.

Starbucks Corp. engages in the production, marketing, and retailing of specialty coffee. It operates through the following segments: North America, International, and Channel Development. The North America segment focuses on the United States and Canada. The International segment is involved in China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America, and Caribbean. The Channel Development segment includes roasted whole bean and ground coffees, Seattle’s Best Coffee, and Teavana-branded single-serve products. The company was founded by Jerry Baldwin and Howard D. Schultz on November 4, 1985, and is headquartered in Seattle, WA.

Starbucks Corp.

Starbucks Corp

Starbucks denial that it is buying Chipotle has put the takeover speculation at the center of discussion, with traders weighing relief that the company can refocus on its Back to Starbucks turnaround against frustration over the volatility the rumor created.

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 drawing attention amid a broader semiconductor pullback, with traders debating whether concerns about OpenAIs revenue outlook signal weaker AI infrastructure spending and returns. Some see the decline as profit-taking or a buying opportunity given continued AI demand, while others worry about an AI bubble and hyperscalers push toward custom chips.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

CEO Michael Hurlstons comments that Lumentums AI optical components are booked through early 2029 have fueled attention, as traders weigh strong data-center demand against capacity constraints that may limit near-term growth. The sharp pullback after record highs is widely discussed as profit-taking and an optics-sector decline, while bulls say the longer-term AI demand story remains intact and skeptics question the valuation.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgans upcoming quarterly report is the dominant focus as it opens bank earnings season, with traders watching net interest income, credit quality and management commentary on rates and the economy. Sentiment is divided: some see the pullback and bullish options activity as an opportunity, while others worry that higher yields and a demanding earnings bar could weigh on the stock.

Six Flags Entertainment Corp. engages in operating amusement parks in North America. It operates amusement parks, water parks, and resorts. The company is headquartered in Charlotte, NC.

Six Flags Entertainment Corp.

Six Flags Entertainment Corp

Activist investor Jana Partners push for Six Flags to explore a sale is a major focus, with traders debating whether a buyer or asset sales could unlock value. Optimists point to the parks and real estate, while skeptics cite heavy debt, weak operating performance and bankruptcy risk.

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VanEck ETF Trust - VanEck Mortgage REIT Income ETF

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VanEck Mortgage REIT Income ETF

$MORT 16% yield at these levels. If the 10 year pushes much higher, you’ll see the market dump, treasury yields come back down, and this go up. Good entry point.

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