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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

A suspected plague outbreak linked to a Russian research lab has driven vaccine-stock sympathy buying and speculation that Novavax could benefit from government preparedness spending, although traders note NVAX has no plague vaccine. The community is split between betting on a short squeeze and viewing the sharp rally as outbreak-driven hype likely to fade; the stock has pulled back amid that debate.

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 patent-license and settlement agreement with Micron, which resolves their pending legal disputes and provides recurring payments under a five-year license, is driving attention. Traders welcomed the reduced litigation burden and see possible follow-on deals with SK Hynix, while others question the settlement terms and associated share issuance; those additional deals remain speculative.

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 guidance for sharply higher long-term revenue and a larger AI data-center opportunity is driving attention, with traders linking the outlook to demand for custom silicon and data-center connectivity. Many welcomed the growth targets and rallied shares, while others warned of a possible sell-the-news pullback and questioned the valuation.

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 development, is the main catalyst. Traders see it as a sign of growth, but debate its long lead time and the lack of a named customer, while also focusing on upcoming earnings and frustration that positive expansion news has not brought sustained 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

AST SpaceMobiles TELUS satellite-to-smartphone integration test, BlueBird satellite shipment, and U.S.-Japan endorsement of its Rakuten partnership are driving attention, with bulls viewing them as signs of commercial momentum. The reaction is divided: some expect further carrier or government deals, while skeptics focus on launch delays and execution risks, and T-Mobile partnership chatter remains speculative.

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

A Citi downgrade to Sell has intensified selling, with valuation concerns following Modernas sharp rally on Phase 3 melanoma-vaccine results. Bears argue the cancer-vaccine opportunity is already priced in, while bulls point to the broader mRNA platform and potential pipeline value.

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

XBI is drawing attention amid a broad biotech selloff that traders attribute to rising rates and rotation away from small-cap biotech toward AI and other sectors. Some see the weakness as continued sector pressure, while others view the pullback as a buying opportunity and expect a rebound.

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 rally is centered on the Energy Departments conditional financing for nuclear-plant upgrades, which traders see as supporting added power supply amid rising AI and data-center demand. The reaction is broadly bullish, though some question the debt burden and warn of profit-taking after the sharp move.

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 long-term nuclear power partnership with Google, supporting new generation and additional supply for the PJM grid, is driving attention. Traders broadly view the agreement as validation of CEGs role in meeting AI data-center power demand, though some are cautious about whether the news-driven rally 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? 
 
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