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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 quarterly results and outlook for accelerating AI data-center capacity growth are driving attention, with traders highlighting the strong adjusted results, rising recurring rent and plans to bring more capacity online. The muted share-price reaction has sparked debate: bulls point to execution and expansion potential, while skeptics focus on heavy debt, losses and the large share of revenue from tenant fit-out work rather than recurring rent.

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 alleging structural ties between Webull and China, including concerns about U.S. customer data and funds, has driven a sharp selloff; Webull disputes the reports findings. Traders are split between viewing the drop as an overreaction and buying the dip, and worrying about regulatory fallout, lost customer trust, and transfers to competing brokers such as Robinhood.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs strong run and consolidation just below the $200 mark dominate discussion, with traders watching repeated resistance around $194$195 and debating whether a breakout is coming. Bulls point to the stocks momentum and AI growth story, while bears cite its demanding valuation and warn of a pullback; options traders also complain that choppy trading is eroding premiums.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

A conditional Department of War financing commitment to expand Wolfspeeds domestic silicon-carbide and gallium-nitride production is driving attention, with traders highlighting defense and AI applications and the possibility of a short squeeze. Others caution that the deal is not finalized and could add secured debt and shareholder dilution through warrants.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs advancement to Stage C of DARPAs Quantum Benchmarking Initiative is drawing attention, with traders viewing the selection as a meaningful validation opportunity. Others caution that independent testing still lies ahead, while many are frustrated that the news has not translated into steadier share performance.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Sea shares steep pullback after a strong earnings-driven run is the main topic, with traders pointing to insider selling and a reported DBS downgrade as sources of pressure despite solid business growth. The community is divided between frustrated bears expecting further downside and investors arguing the selloff has made the stock attractive for buying dips.

Subsquid Network is an innovative decentralized data lake and query engine designed to offer developers performant and permissionless access to data, aiming to build a neutral and open internet rooted in Web3 principles. Secured by ZK proofs, the Subsquid network boasts a modular architecture that enables exceptional scalability and developer convenience optimized for blockchain indexing, dApp development, and analytics.  Subsquid is a response to unscalable and rigid monolithic indexing frameworks that had previously gained popularity and market traction among Web3 developers. Today, these frameworks are struggling to adapt in a rapidly evolving blockchain environment. Additionally, the network serves as a highly efficient and decentralized alternative to centralized infrastructure firms, including large RPC and API providers.

Attention centers on SQDs role as blockchain data infrastructure and claimed enterprise adoption, including Google Cloud validation and integrations traders associate with Solana and other networks. Bullish holders see growing use as a potential driver of token demand, while skeptics question whether enterprise revenue will benefit SQD holders and point to unlock-related selling and volatility.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

Long-term Treasury yields have surged to multi-decade highs, pressuring TLT as traders cite persistent inflation, possible further Fed hikes and heavy government borrowing. The discussion is largely bearish, though some traders see elevated yields and strong demand at the Treasury auction as a chance for a bond-price rebound.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: PepsiCo Foods North America (PFNA), PepsiCo Beverages North America (PBNA), International Beverages Franchise (IB Franchise), Europe, Middle East and Africa (EMEA), Latin America Foods (LatAm Foods), and Asia Pacific Foods. The PFNA segment refers to the food businesses in the United States and Canada. The PBNA segment includes beverage businesses in the United States and Canada. The IB Franchise segment involves the international franchise beverage businesses, as well as the SodaStream business. The EMEA segment pertains to food businesses and beverage businesses with company-owned bottlers in Europe, the Middle East, and Africa. The LatAm Foods segment consists of food businesses in Latin America. The Asia Pacific Foods segment is associated in food businesses in Asia Pacific, including China, Australia and New Zealand, as well as India. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

PepsiCos upcoming Q3 results are the main focus as the shares sit near multi-year lows, with traders watching for signs of improvement in North American snack and beverage demand and the effects of pricing and cost pressures. The discussion is split between concerns that weak consumer trends could prolong the decline and investors viewing the selloff and dividend as a buying opportunity.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Anticipation and uncertainty around NASAs CLPS 2.0 lunar-contract awards dominate the discussion, with traders watching for another timing update after repeated reports of delays. Bulls see a potential award as a catalyst, while skeptics focus on the stocks volatile price action and broader weakness in space stocks.

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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

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Apple Inc.

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Microsoft Corporation

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Nebius Could Stand Apart In AI Cloud, Says William Blair – Sees Valuation Understating Long-Term Earnings Power

Equity

William Blair highlighted Nebius’ infrastructure scale, software capabilities, major customers, and access to capital as factors that could differentiate its AI cloud platform, according to TheFly, 

MDB Stock Plunges After CEO Leaves For Meta – Analysts Weigh Enterprise Ties Against Ittycheria Return

MongoDB President and CEO Chirantan "CJ" Desai stepped down immediately to become Meta's Chief Enterprise Platform Officer.


Quantum Selloff: Should Investors Consider These 3 Hyperscalers?

As quantum stocks face a valuation reset, hyperscalers offer exposure through cloud, AI and investments in quantum capabilities.

INFQ Stock Surges After Infleqtion Solves Key Technical Hurdle In Large-Scale Quantum Computing

Infleqtion’s latest breakthrough underscores the push to make quantum systems more commercially viable.


IONQ Stock On Track To Hit Over 1-Month High On Nvidia Superion 256 Deployment, Quantum Error Decoder Breakthrough 

IonQ said it would be the first on-premises quantum computing deployment at Nvidia’s Accelerated Quantum Research Center.

Nutanix Acquires Ryax Technologies To Tackle GPU Bottlenecks In Agentic AI — Plans Integration Across Enterprise AI Platforms

The Ryax deal gives Nutanix new tools to automatically determine where AI workloads should run, potentially helping enterprises use scarce, expensive computing resources more effectively.

QBTS, RGTI, QNT Stocks Rally After $100M Quantum Deals: US Government Takes Stakes In All Three

The U.S. government is committing a combined $300 million to D-Wave Quantum, Rigetti Computing and Quantinuum.


BIDU Stock Up After AI Firm Opens Hong Kong Shares To Mainland China Investors

Shanghai officials added Baidu’s Hong Kong shares to Stock Connect, a trading link between mainland China and Hong Kong, Baidu said. 


MongoDB CEO ‘Surprised’ And ‘Disappointed’ By MDB Stock Plunge – Says Atlas Growth Inflection Could Be ‘A Few Quarters Away’

In an interview with CNBC, Desai said MongoDB delivered a “very clean beat” and “very strong quarter,” with total revenue growth accelerating to 30.5%.


The Zacks Analyst Blog Highlights NVIDIA,CHAT, AIS, AIQ,  QTUM, ROBO and  IGPT

NVIDIA???s 70% fiscal 2028 growth outlook signals surging AI demand, putting broad-based AI ETFs in focus.

ETF Series Solutions - Defiance Quantum ETF

Neutral Sentiment

Yes, still bullish

No, losing confidence

Waiting to see earnings first

Never was bullish

Quantum computing stocks - like $IONQ, $RGTI, and $QBTS - were very popular in 2025, but the sector remains pre-profit and highly speculative. Are you still bullish on quantum?

Stocktwits

Rigetti Computing Inc

D-Wave Quantum Inc

 - were very popular in 2025, but the sector remains pre-profit and highly speculative. Are you still bullish on quantum?

Stocktwits Polls

Defiance Quantum ETF

$QTUM It seems as if all Quantum stocks are up today.  The US government is making moves in them.

QTUM Defiance Quantum ETF