SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Reports that SpaceX is seeking substantial financing to buy Nvidia AI chips are driving discussion: bears warn that added debt and heavy AI spending could pressure the stock, while bulls see the borrowing as investment in future AI-compute growth. Traders also point to a coming share unlock as a possible supply overhang.

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

Applied Digitals agreement for access to up to 1 GW of potential power capacity in Finland, its first international AI data-center opportunity, is the dominant catalyst, with traders debating its long-term potential because the site is still being marketed and has no announced tenant. Attention is also focused on upcoming quarterly results: bulls hope for execution and lease updates, while skeptics question whether the expansion news will translate into near-term progress amid weak price action.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

Skydances completion of its Warner Bros. Discovery acquisition and debut as SKYD are driving attention, with traders weighing the expanded media portfolio and expected synergies against the combined companys heavy debt and weak share performance. Discussion also focuses on the upcoming warrant distribution and how separating the warrants could affect the shares.

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 shares surged after Micron agreed to a five-year patent license and settlement ending their legal disputes. Traders are mostly bullish on the recurring licensing revenue, though some question the deals terms; many are also speculating about a future SK Hynix renewal, Google developments, and a Nasdaq relisting.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Record quarterly results and a raised fiscal 2027 outlook, supported by AI data-center and memory demand, are driving attention to PENG. Traders largely welcomed the report, while some warned of profit-taking and questioned whether the post-earnings gains can hold.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

An adverse jury verdict in Jobys trade-secrets case is driving concern about added costs and pressure on an already cash-burning business. Bulls argue the ruling may be challenged and point to FAA progress and institutional buying, while bears focus on legal and financing risks.

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.

Reports that Seagate and Toshiba are competing for TDKs hard-drive magnetic-head business have raised concerns about future competition and pricing in the HDD market. Traders disagree on the risk: some fear Toshiba gaining control of a key supplier, while others argue Western Digitals in-house production and the long timeline limit the threat and view the selloff as overdone.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistras nuclear-power shares rallied amid a reported federal financing package for upgrades at its plants and a broader sector boost after Googles long-term power deal with Constellation. Traders are tying the moves to rising AI and data-center electricity demand, while debating the loans conditions and debt implications and whether the sharp rally may invite 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 revenue outlook, backed by expected AI data-center demand for custom silicon and connectivity, is driving attention. Traders largely welcomed the growth story and analyst upgrades, while some warned of stretched valuation and took profits as the sharp rise faded.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples reported smart-home push with LG, including a new hub and connected devices, is drawing attention as it looks to expand its HomeKit ecosystem. Traders are split: some see a new growth opportunity, while others criticize the lineup as uninspired and question whether Siri and Apple can compete in the category.

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Bitcoin

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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RUM Stock Ticks Higher Overnight: Analyst Sees 94% Upside As $13B Anthropic Deal Sets Off AI Pivot

Equity

Texas Capital cited Quake AI’s expansion and Anthropic agreement as factors supporting stronger long-term revenue prospects. 


AI ETFs to Buy Now as Neocloud Reshapes Cloud Infrastructure 

Neocloud is reshaping AI infrastructure as demand surges. These three ETFs offer targeted exposure while reducing single-stock volatility.

WULF Stock In Focus: William Blair Says TeraWulf’s Pullback Could Offer 'Favorable' Entry Point, Sees 100% Upside 

TeraWulf received a bullish William Blair rating and $31 target as its AI power strategy gains traction.


CRWV Stock On Track For Third Straight Day In The Red Despite New Hudson River Trading Deal

CoreWeave signed a multi-year agreement with Hudson River Trading to provide AI infrastructure for the quantitative trading firm's research and model-development workloads.


5 ETF Areas of Last Week 

Cooling inflation and softer jobs data eased Fed rate-hike fears, while AI, neocloud and memory ETFs delivered strong gains last week.

BRUN Stock Soars After Securing Long-Term Lease To Expand GPU Compute Capacity — CEO Says 'This Gives Us Strong Visibility Into Recurring Revenue'

Boost Run said that, as part of the deal, 10X has agreed to provide immediate access to 20 MW of GPU infrastructure capacity, with plans to scale to 111 MW across three sites through 2027.


Jim Chanos Warns CoreWeave's AI Moat Depends On Nvidia, Calls Neoclouds ‘Financial Conduits, Not Technology Companies’ 

Chanos said neocloud moats, like the one around CoreWeave, are “both dug and filled” by Nvidia.


Bet on Neocloud Providers With This New ETF 

Bet on the booming neocloud trend with a new ETF offering targeted exposure to GPU-as-a-Service and AI infrastructure providers.

CoreWeave Surges on Upbeat Q2: ETFs in Focus

CoreWeave's upbeat Q2 results, soaring backlog and strong outlook are fueling optimism. Here are ETFs offering exposure to the AI infrastructure play.

Roundhill Investments Launches First-Ever Neocloud ETF (NCLD) and Photonics & Optics ETF (LYTE)

Roundhill Investments Launches First-Ever Neocloud ETF (NCLD) and Photonics & Optics ETF (LYTE) Roundhill Investments Launches First-Ever Neocloud ETF (NCLD) and Photonics & Optics ETF (LYTE) PR Newswire NEW YORK, Aug. 6, 2026 NCLD and LYTE provide precise exposure to the compute and connectivity...

Invest in the neocloud companies powering AI infrastructure. The Roundhill Neocloud ETF (NCLD) offers actively managed exposure to GPU-as-a-Service platforms and AI data centers that support high-performance computing.

Roundhill ETF Trust - Roundhill Neocloud ETF

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.

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Stocktwits Polls

Roundhill Neocloud ETF

$NCLD mostly miserable chop in these names for a few months. should end sooner than later imo

T. Stonk

$NCLD $LYTE a little late for these ETFs They would have been amazing 6 months to a year ago. Still a lot of room to move higher, but looks like things might be choppy for a bit

NCLD Roundhill Neocloud ETF