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Invesco QQQ Trust Series 1

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

Speculation around reports of a possible plague outbreak in Russia drove NVAXs sharp rally, with traders debating government-contract hopes and a potential short squeeze despite Novavax having no plague vaccine and the reports remaining uncertain. The conversation has shifted to a steep pullback, with some calling it profit-taking after a hype-driven move and others arguing the companys vaccine partnerships and Matrix-M platform offer longer-term support.

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 establishes recurring payments over a multi-year term, is driving attention. Many traders view it as a major validation of Netlists IP and a step toward further deals, while others question the terms and point to profit-taking; anticipated agreements with SK Hynix or Google remain speculative.

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 Finland expansionaccess to up to 1 GW of potential power for its first international AI data-center campus, with hyperscaler discussions underwayis the dominant catalyst. Traders are mostly enthusiastic about the growth opportunity, while some note that the site is forward-looking and unleased, and debate whether the coming earnings report can overcome the stocks recent weakness.

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 outlook is driving attention, with management laying out a substantially larger long-term revenue opportunity tied to AI data-center demand, custom silicon, optics and switching. Many traders welcomed the growth projections, while others questioned the stocks valuation and warned of a pullback after its sharp run-up.

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

The DOEs conditional $4.2 billion loan commitment to upgrade Vistras nuclear plants is driving attention, with traders linking the added capacity to rising AI and data-center power demand. The reaction is largely bullish, though some question the debt burden and point to the stocks volatile price action.

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. 

NBISs sharp rally has pushed it through the closely watched $250 resistance after repeated failed attempts, prompting traders to call a breakout and speculate about short covering. Bulls point to Nebiuss AI-infrastructure expansion and recent deal activity, while skeptics warn that the stock remains volatile and prone to fading rallies.

SPDR Series Trust - State Street SPDR S&P Biotech ETF

SPDR S&P Biotech ETF

XBI is drawing attention amid broad biotech weakness, with traders attributing sector moves to rising rates and rotation into AI and larger-cap stocks. Some see the pullback as a buying opportunity and expect biotech to recover, while others warn that rate sensitivity and continued sector selling could keep pressure on the ETF.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

ALAB is drawing attention for a sharp rebound and breakout attempt after a steep pullback, with traders pointing to renewed momentum in AI data-center connectivity stocks and possible short covering. Bulls see the move continuing, while skeptics cite the high valuation and warn that the rally could fade into profit-taking.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs rally is drawing attention after CEO Lisa Su said AI chip demand exceeds supply and the company plans to expand capacity, alongside analyst upgrades citing the potential for AI agents to lift CPU demand. Traders are largely celebrating the breakout, while skeptics question the valuation and warn that the sharp swings could reverse.

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, including support for new generation and supply from its existing fleet, is driving attention as traders connect the deal to rising AI data-center electricity demand. The community reaction is broadly bullish, though some traders question whether the sharp 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? 
 
Drop a comment with when you expect the first cut/hike to be.

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