SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

A sharp rebound in Micron shares is drawing attention alongside D.A. Davidsons major price-target increase, which traders link to strong AI-driven memory demand and tight supply expectations. The rally has fueled dip-buying and short-squeeze talk, while some remain cautious about volatility and the Taiwan unions strike authorization, for which no work stoppage has been scheduled.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

A bipartisan House panels report flagging Webulls structural ties to China and potential risks to U.S. customer data and funds has driven a sharp selloff, with Webull disputing the findings. Traders are split between fears of further regulatory scrutiny and possible customer outflows, and views that the report is overblown and the decline is a buying opportunity.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXOs sharp selloff and heavy trading have traders debating whether an analyst price-target cut and broader housing-sector pressuresespecially high interest rates and weak construction demandare driving the decline; many say they see no clear company-specific news. Some view the drop as a long-term buying opportunity, while others worry about the acquisition-heavy strategy, leverage, and managements lack of reassurance.

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 to access up to 1 GW of potential power capacity in Finland for its first international AI data-center campus is a key focus ahead of quarterly earnings. Traders welcome the expansion but question whether a project still being marketed to hyperscalers can lift the stock amid weak data-center shares and pressure from elevated bond yields.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Traders are focused on Amazons choppy rebound and whether it can sustain a breakout, with bullish call activity and optimism about AWS and AI growth countered by frustration over repeated reversals and late-session selling. The discussion also weighs upcoming earnings against concerns about heavy AI infrastructure spending and Amazons recent lagging performance.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IRENs sharp selloff is being discussed alongside weakness in AI data-center and neocloud stocks, with traders pointing to rising Treasury yields as a headwind for rate-sensitive growth names. The community also debates whether short-selling and share dilution are weighing on the stock, while dip buyers cite its AI infrastructure buildout and expected revenue growth.

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 and a raised FY27 outlook, tied to AI-driven demand for data-center infrastructure and memory, are driving attention to PENG. Many traders are bullish on the beat-and-raise, while others flag valuation, cash use and profit-taking after the sharp rally.

Roundhill ETF Trust - Roundhill Memory ETF

AI-driven memory demand and Microns strong results and outlook are fueling interest in DRAM and related chipmakers. Traders remain divided over whether tight supply can sustain the boom or whether falling prices, Chinese competition, and AI-spending risks signal a cyclical downturn; some also complain that the ETF has lagged its holdings.

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 Micron patent-licensing and settlement agreement, which resolves their pending legal disputes and establishes recurring payments over a five-year term, is driving attention. Many traders view it as validation of Netlists IP and a step toward steadier revenue, while others question the deals terms; hopes for a new SK hynix agreement and a Nasdaq listing remain speculative.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas report of substantial new defense and autonomous-systems orders is drawing attention, with traders weighing the growing backlog against the need to convert orders into revenue. Bulls cite the contracts as evidence of demand, while skeptics point to weak share-price reaction, dilution concerns and short pressure.

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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? 
 
Drop a comment with when you expect the first cut/hike to be.

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