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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, including higher near-term revenue expectations and ambitious long-term targets tied to AI data-center demand, custom silicon and optical connectivity, is driving attention. Bulls see a longer growth runway, while others question the valuation and point to profit-taking and a volatile sell-the-news pullback after the rally.

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 in Russia sparked a vaccine-stock rally and speculation about government contracts, but traders note Novavax has no plague vaccine. The sharp pullback has fueled debate over whether the move was a short-lived outbreak trade and squeeze or reflects longer-term optimism around Novavaxs platform and partner sales.

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 dispute with Micron was resolved through a five-year license agreement with recurring payments, settling their pending legal proceedings and driving the main burst of attention. Traders welcomed the added revenue certainty and reduced litigation risk, while some questioned the deals terms and were disappointed that the share-price reaction appeared modest; hopes for an SK Hynix renewal and progress with Google remain speculative.

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

Vistra is drawing attention after the Energy Department confirmed a conditional $4.2 billion loan commitment for nuclear-plant upgrades, which traders link to rising AI and data-center power demand. The reaction is broadly bullish, though some question the debt burden and warn the sharp rally could fade into profit-taking.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is under pressure alongside Korean chipmakers ahead of Samsungs earnings, with traders also pointing to volatility in the broader memory sector and the ADRs premium to its Korean listing. The community is split between buying the dip on continued AI-memory demand and worrying that market weakness or doubts about the AI outlook could prolong the pullback.

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

Constellation Energy is rallying after announcing a 20-year Google power agreement supporting 890 MW of new nuclear capacity, alongside a separate long-term supply agreement for existing generation. Traders largely view the deal as validation of nuclear powers role in meeting AI data-center demand, though some are watching for profit-taking after the sharp move.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebiuss acquisition of Inferize, aimed at improving AI inference efficiency and GPU utilization in its Token Factory platform, is drawing attention alongside favorable analyst coverage and strength in AI-infrastructure stocks. Traders are broadly bullish on the growth story but remain divided over the stocks volatile trading and resistance around a key price level.

CRISPR Therapeutics AG is a gene editing company, which engages in the development of transformative gene-based medicines for serious diseases using its proprietary CRISPR/Cas9 platform. Its CRISPR/Cas9 platform is a gene editing technology that allows for precise, directed changes to genomic DNA. The firm offers a portfolio of therapeutic programs across a broad range of disease areas including hemoglobinopathies, oncology, regenerative medicine, and rare diseases. The company was founded by Rodger Novak, Emmanuelle Charpentier, Shaun Patrick Foy, Matthew Porteus, Daniel Anderson, Chad Cowan, and Craig Mellow on October 31, 2013 and is headquartered in Zug, Switzerland.

CRISPR Therapeutics AG

CRSP is drawing attention after a sharp reversal near the repeatedly tested $60 level, with traders pointing to a persistent sell wall and noting there is no obvious news behind the move. Reactions range from frustration over the stocks recurring $50$60 trading range to dip-buying, while some investors are looking ahead to the upcoming zugo-cel clinical readout.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is drawing attention around its data-center power opportunity, including the Fit Energy project and a Texas capacity reservation, as traders connect rising AI electricity demand with the companys fuel-cell production plans. The community is broadly upbeat about the stocks move above $20 and a possible short squeeze, while skeptics point to execution, profitability and short-interest concerns.

ERock, Inc. operates, designs, and installs distributed generation power systems. The firm primarily serves data centers, utilities, commercial and industrial businesses. The company was founded on 2006 and is headquartered in Houston, TX.

ERock Inc. - Ordinary Shares - Class A

EROC is drawing attention as an on-site natural-gas power provider for AI data centers, with traders focused on its Anthropic order, Meta-linked project and growing backlog amid grid constraints. Bulls compare it with Bloom Energy and cite the stocks tight float and short interest as potential fuel for volatility, while skeptics question execution, valuation and management.

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Neutral 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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