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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 for Nvidia AI chips have sparked debate over its AI expansion: bearish traders worry about added debt, spending and share-unlock pressure, while bulls view the borrowing as investment in future compute revenue. The financing report is unconfirmed.

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 litigation and establishes recurring payments over five years, is driving attention. Traders largely welcomed the deal as validating Netlists memory patents, while some questioned its terms and share issuance; speculation about a future SK Hynix agreement and ongoing Google litigation is also prominent.

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.

Penguin Solutions is drawing attention after a broad quarterly earnings beat and a higher FY2027 outlook, with AI infrastructure and memory demand cited as growth drivers. Traders are mostly bullish on the results, while some caution that profit-taking, resistance and valuation could limit the reaction.

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 drawing attention after Toshibas plan to expand HDD capacity for AI data centers, alongside reports of a possible contest for TDKs magnetic-head business, raised concerns about future competition and storage pricing. Traders are divided: some fear pressure on WDCs market position, while others view the selloff as an overreaction because capacity additions may take years and AI-driven storage demand remains strong.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

AI-chip and data-center demand, including bullish forecasts highlighted at Marvells Investor Day, is supporting discussion of semiconductor strength and a possible sector breakout. Traders are divided between the AI-driven growth case and concerns about stretched valuations, resistance, and a pullback.

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, supported by expected AI data-center demand for custom silicon and interconnect products, sparked a rally. Traders largely welcomed the growth plans and analyst upgrades, while others questioned the valuation and noted sharp intraday pullbacks and profit-taking.

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

TSMC shares are drawing attention amid Elon Musks confirmation of preliminary Terafab partnership discussions, though no agreement is finalized and traders debate whether TSMC would supplement Intels role or replace it. The community is broadly bullish on the news and ongoing AI-chip demand, while some caution that the recent run-up may invite profit-taking.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

A reported contest between Seagate and Toshiba for TDKs hard-drive magnetic-head business is fueling concern about deal costs and uncertainty over control of a critical supplier. Traders debate whether upstream control would benefit Seagate or whether the potential deal and broader Toshiba competition risks justify the selloff; some see the reaction as overdone.

Quantum Computing, Inc. engages in developing novel algorithms and solutions utilizing quantum and quantum-inspired computing to solve difficult problems in various industries. It leverages its expertise in finance, computing, security, mathematics, and physics to develop commercial applications for the financial, security, and government sectors. The company was founded on July 25, 2001 and is headquartered in Hoboken, NJ.

Quantum Computing Inc

QUBTs Dirac-3S launch, which the company says scales its quantum optimization system to nearly 10,000 variables with customer shipments expected in November, is fueling discussion about a possible move toward commercial hardware sales. Bulls see promise in the technology and photonics business, while skeptics point to the stocks weak, choppy trading and the speculative nature of quantum commercialization.

PENGU is the official coin of Pudgy Penguins.  Pudgy Penguins has become the face of crypto with one of the most influential communities in the industry. From large companies wearing the Penguin, to being featured in ETF commercials, to garnering millions of followers and over 100 billion views, the Pengu has become a cultural icon making PENGU the world’s social currency.  PENGU allows for the ever-expanding Pudgy Penguin fanbase and the hundreds of millions of people outside of crypto that see and share the Pudgy Penguin everyday, to join The Huddle. PENGU is a symbol for community, memes, and good vibes.  Believe in Pengu. Believe in the Prophecy.

Pudgy Penguins

Discussion centers on claims that Igloo is winding down Abstract and refocusing on PENGU and the Pudgy Penguins brand. Some traders view the shift as bullish because it could concentrate resources on PENGU, while others worry about community fallout and potential token selling.

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Paycom Software, Inc. engages in the provision of cloud-based human capital management software solutions delivered as software-as-a-service. It offers functionality and data analytics that businesses need to manage the complete employment life cycle from recruitment to retirement. The company was founded by Chad R. Richison in 1998 and is headquartered in Oklahoma City, OK.

Paycom Software Inc

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Equity

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.

PAYC Paycom Software Inc