SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 for access to up to 1 GW of potential power in Finland, its first international AI campus opportunity, is driving attention; the site is being marketed and the company says it is discussing it with hyperscalers. Traders are broadly upbeat about the expansion but debate its speculative, long-term nature and financing needs, with upcoming earnings and recent data-center delivery milestones also in focus amid frustration over volatile price action.

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

A sharp rally is drawing attention amid bullish Morgan Stanley coverage and optimism around SpaceXs AI infrastructure, Starship and Starlink growth plans. Traders are celebrating the momentum and potential short squeeze, while skeptics point to the valuation, ongoing losses and possible share unlocks.

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 pneumonic-plague exposure at a Russian research institute has fueled a vaccine-sector trade, with traders speculating about government preparedness contracts for Novavax despite the company having no plague vaccine. Some see the rally as outbreak-driven hype, while others cite heavy short interest as a possible amplifier.

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 20-year nuclear power agreement with Google, including plans to add capacity and supply power from its PJM fleet, is drawing attention amid competition among AI companies for reliable electricity. Traders broadly welcomed the deal as support for the AI-power and nuclear themes, though some questioned whether positive contract news can translate into sustained stock gains.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A broad market rally led by mega-cap tech and AI stocks, alongside a pullback in Treasury yields and oil, has SPY traders focused on a possible breakout near record highs. Bulls are celebrating the momentum and buying dips, while bears warn that elevated yields, narrow market breadth, and stretched valuations leave the rally vulnerable.

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

AMD is drawing attention after CEO Lisa Su said AI-compute demand continues to outpace supply and the company plans a substantial capacity increase in 2027, alongside analyst upgrades tied to agentic-AI demand. Many traders see this as validation of AMDs AI opportunity, while others question its elevated valuation and warn of profit-taking or a pullback.

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

TSMCs potential role in Elon Musks Terafab chip project is a key focus, alongside continued optimism about AI-chip demand. Traders are bullish on the stocks move to fresh highs, while some caution that Terafab discussions are preliminary and flag possible profit-taking after the rally.

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

Traders are focused on promising early zugo-cel data and an upcoming clinical update, with some viewing the results as supportive of CRISPRs autoimmune-treatment pipeline. Others remain frustrated by the stocks prolonged, choppy trading and question whether clinical progress will translate into sustained gains.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

GRRR is drawing attention amid a weak share price and uncertainty over how it will finance its large AI data-center projects, with traders concerned about convertible debt, dilution, and whether announced contracts will convert into revenue and cash flow. Bulls point to Yotta deployment progress and the companys contract backlog, while skeptics say they want clearer financing details and proof of execution.

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.

Morgan Stanley

Morgan Stanley is drawing attention amid a broader selloff in financial stocks, with traders citing elevated Treasury yields and concerns that delayed mega-IPOs could temper investment-banking activity. Some see the pullback as an oversold buying opportunity, while others expect continued weakness in the sector.

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Bitcoin

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Solana

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Dogecoin

Cardano

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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QumulusAI Signs $240.9 Million in New AI Inference Customer Contracts for NVIDIA Blackwell B300 Capacity

QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced two three-year take or pay agreements with AI inference customers. The agreements have combined contracted value of $240.9 million and cover more than 2,000 NVIDIA Blackwell B300...

Agentic AI Can Raise Token Use per Task Up to 100 Times, Accelerating the Shift Away From Per-Token Pricing, Futurum Research Finds

QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced the release of a new Futurum Research report, sponsored by QumulusAI, which finds that agentic AI can increase token consumption per task by 10 to 100 times compared with a simple...

12 Information Technology Stocks Moving In Friday's Intraday Session

Gainers

Cango (NYSE:CANG) shares increased by 24.9% to $2.71 during Friday's regular session. The market value of their outstanding shares is at $89.0 million.
QumulusAI (NASDAQ:QMLS) shares increased by 22.81% toread more...

QumulusAI Completes B200 Deployment Under Its $71.9 Million Contracted Blackwell Agreement

QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced it has completed deployment of NVIDIA B200 GPU capacity and handed off that capacity to the customer under the $71.9 million, three-year agreement QumulusAI announced on July 28...

QumulusAI Completes NVIDIA Blackwell B300 Deployment, Activating $18 Million Take-or-Pay Agreement

QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced it has completed deployment of NVIDIA Blackwell B300 GPU capacity at its Philadelphia colocation site, reaching full customer handoff and activating the $18 million, two-year...

QumulusAI Completes Deployment of All 616 NVIDIA RTX PRO 6000 Blackwell GPUs for Runpod, Weeks Ahead of Schedule

QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced that it has completed deployment of 616 NVIDIA RTX PRO 6000 Blackwell GPUs for Runpod under two reserved-capacity agreements combining one- and two-year terms. All 77 GPU nodes under...

QumulusAI Amends Oklahoma Lease, Extending Potential Tenure Through January 2044 at a Site With 19 MW of Contracted Power

QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced an amendment to the surface lease at its Oklahoma data center, extending the companys potential tenure at the site through January 31, 2044. The amendment replaces the single...

QumulusAI Anchors Metro Atlanta Data Center Site With a Contracted 3.75 MW and a Path to 10.75 MW

QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced a seven-year colocation agreement for up to 3.75 MW of data center capacity in metropolitan Atlanta, together with a right of first offer on as much as 7 MW of additional contiguous...

QumulusAI to Report Second Quarter 2026 Financial Results on August 25, 2026

QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced that it will report financial results for the second quarter ended June 30, 2026 after market close on Tuesday, August 25, 2026, and will host a conference call and webcast at 5 p.m...

QumulusAI (QMLS) Signs Nvidia DRW Blackwell Deal: Can Contract Momentum Translate Into Revenue?

QumulusAI (QMLS) Signs Nvidia DRW Blackwell Deal: Can Contract Momentum Translate Into Revenue...

QumulusAI, Inc. is a cloud infrastructure company. It engages in rapid deployment of graphics processing unit powered solutions for artificial intelligence applications. Its platform delivers flexible, competitively priced, and customizable solutions for underserved small and mid-market customers and also supports the scale and complexity requirements of large enterprises, such as long-term deployments or supplemental on-demand compute capacity. The company was founded in 2019 and is headquartered in Atlanta, GA.

QumulusAI Inc.

Bearish 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.

QMLS QumulusAI Inc.