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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 disputes and provides recurring payments under a five-year license, is driving attention. Traders largely welcome the deal as validation of Netlists memory patents and a boost to recurring revenue, while others question the terms, particularly the lack of an upfront payment or supply agreement; potential SK hynix and Google developments are viewed as future possibilities.

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 fiscal Q4 results that beat expectations, alongside a higher fiscal 2027 outlook, have put PENG in focus as traders weigh accelerating AI-infrastructure and memory demand. Many are bullish on the growth outlook, while others debate whether the strong report is already priced in and point to volatile post-earnings trading.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHounds OASYS Edge launch and Kia deployment are drawing attention, but traders are focused on the stocks prolonged decline and weak price action despite these announcements. The community is split between hopes for a short squeeze and concerns about dilution, cash burn, and management, with many looking to upcoming earnings for evidence of improving execution.

Constellation Brands, Inc. engages in the production, marketing, and distribution of beer, wine, and spirits. It operates through the following segments: Beer, Wine and Spirits, Corporate Operations and Other, and Canopy. The Beer segment includes imported and craft beer brands. The Wine and Spirits segment sells wine brands across all categories-table wine, sparkling wine, and dessert wine-and across all price points. The Corporate Operations and Other segment refers to the costs of executive management, corporate development, corporate finance, human resources, internal audit, investor relations, legal, public relations, and information technology. The Canopy segment consists of canopy equity method Investments. The company was founded by Marvin Sands in 1945 and is headquartered in Rochester, NY.

Constellation Brands Inc - Ordinary Shares - Class A

Constellation Brands Inc

Constellations Q2 results beat expectations, but the stocks post-earnings selloff has traders questioning why a solid report and reaffirmed outlook failed to reassure investors. Debate centers on margin pressure and weaker alcohol demand, including longer-term shifts in drinking habits, versus the view that the selloff has made the shares an attractive value.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is under pressure after Elon Musk confirmed discussions with TSMC about a potential role in his Terafab project, raising traders concerns that Intel could lose some of the manufacturing opportunity or exclusivity it expected. Bulls argue that no deal is finalized and TSMC could supplement rather than replace Intel, leaving the community divided over how significant the talks are for Intels prospects.

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.

Toshibas plan to expand hard-drive capacity for AI data centers has raised concerns about future supply, competition, and pressure on Western Digitals pricing power, contributing to a sharp selloff in WDC and Seagate. Traders debate whether the threat is overstated because the ramp will take years and HDD demand remains strong, with many treating the drop as a buying opportunity while others warn of continued volatility.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

AEHR is drawing attention after a sharp selloff amid confusion over its earnings date: traders expected a report sooner, while an investor-relations response says the fiscal-year shift moves the quarters report to early November. Some blame the lack of a confirmed date for the drop, while others say the move reflects a misunderstanding of the reporting calendar; no listed article directly supports this discussion.

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 Seagate bid for TDKs HDD magnetic-head business is fueling concern about a potentially costly deal, antitrust hurdles and control of a key supply-chain component; the report remains uncertain, with Toshiba disputing its characterization. Traders are split between viewing the deal and broader Toshiba competition fears as reasons for the selloff and calling the drop an overreaction and buying the dip.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus shares are drawing attention after a sharp drop that traders largely describe as part of a broader selloff in biotech, genomics, and healthcare stocks, compounded by profit-taking after a strong run. Some speculate about the Personalis deal or insider selling, but traders also note there is no clear TEM-specific catalyst for the move.

ZIM Integrated Shipping Services Ltd. engages in the provision of shipping and logistics services. It offers shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. The company was founded on June 7, 1945 and is headquartered in Haifa, Israel.

Zim Integrated Shipping Services Ltd

Uncertainty over Israels approval of Hapag-Lloyds proposed acquisition is driving attention, with government objections and a possible revised submission keeping the deal in doubt. Traders are divided between concern that the takeover may stall and optimism that continued high freight rates could support earnings and dividends if ZIM remains independent.

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Partner Communications Co. Ltd. engages in the provision of telecommunications services. It operates through the Cellular and Fixed-line segments. The Cellular segment offers basic cellular telephony services, text messaging, internet browsing and data transfer, content services, roaming services, M2M and IOT services, handset repair services, cellular content and value-added services. The Fixed-line segment includes internet services, business solutions, international long-distance services, television services over the internet, and connections and data transfer. The company was founded on September 29, 1997 and is headquartered in Rosh HaAyin, Israel.

Partner Communications Co.

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.

PTNRF Partner Communications Co.