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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

IREN is caught in a broader selloff in AI data-center and neocloud stocks, amplified by Elon Musks warning that many operators could fail or consolidate as debt financing tightens. Traders debate whether IRENs customer contracts, infrastructure and AI demand distinguish it from weaker peers, or whether capital needs and execution risks justify further concern.

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. 

Nebius is caught in a broader neocloud selloff as traders react to Elon Musks warning about industry consolidation and worries that tighter credit and heavy data-center spending could leave some AI infrastructure underfunded or underutilized. The community is divided: bears see financing and execution risks, while bulls argue Nebius is better positioned than weaker peers and that the sectors demand and contracts remain strong.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is under pressure amid Elon Musks warning that debt-dependent neoclouds face failures and consolidation, amplifying concerns about the companys heavy borrowing, financing access and ability to turn AI demand into returns. Traders are divided between fears of insolvency and dilution and bullish arguments that demand, customer commitments and Nvidias backing could support the business; some also view Musks comments as self-interested.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoins sharp selloff and subsequent rebound are driving attention to MSTR as a leveraged proxy for the cryptocurrency. Traders are split between bullish dip-buying and short-squeeze arguments, and bearish concerns about further Bitcoin weakness and Strategys dilution and financing risks.

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

Traders are focused on a sharp selloff in AI data-center and neocloud stocks after Elon Musk warned that tighter debt markets could leave many operators struggling; concerns about financing, leverage and CoreWeaves exposure add to the pressure. Some see those risks as a broader threat to APLD, while others argue its contracted data-center pipeline, insider purchases and continuing AI demand make it better positioned than smaller operators.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibres latest earnings have sparked debate: strong revenue growth was offset by declining profit and margin compression as the company invests heavily in shipping, logistics, and credit. Some traders view the selloff as an opportunity given the businesss growth, while others worry that profitability is lagging and the stocks expectations remain high.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher is drawing attention amid a steep selloff across AI data-center stocks, with traders pointing to its convertible financing and dilution alongside broader concerns about tighter debt markets and Musks warnings about weaker neocloud operators. Bulls argue CIFRs powered-shell and long-term lease model sets it apart from GPU-heavy neoclouds, while bears focus on financing, execution and selling-pressure risks.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

EWZ is drawing attention after Brazils election resultLulas unexpected win over Flvio Bolsonarosparked a sharp selloff as traders reassessed expectations for a more market-friendly outcome and worried about political and economic uncertainty. The community is split between alarm over the drop and dip-buyers who view the reaction as excessive.

Petróleo Brasileiro SA engages in oil and gas exploration, production, and distribution activities. It operates through the following segments: Exploration and Production; Refining, Transportation, and Marketing; and Gas and Low Carbon Energies. The Exploration and Production segment covers the activities of exploration, development, and production of crude oil, natural gas liquid, and natural gas, for the primary purpose of supplying its domestic refineries. The Refining, Transportation, and Marketing segment refers to refining, logistics, transport, and trading of crude oil and oil products activities as well as exports of ethanol. The Gas and Low Carbon Energies represents the activities of logistic and trading of natural gas and electricity, transportation and trading of liquefied natural gas, generation and electricity by means of thermoelectric power plants, as well as holding interests in transporters and distributors of natural gas. The company was founded on October 3, 1953 and is headquartered in Rio de Janeiro, Brazil.

Petroleo Brasileiro S.A. Petrobras - ADR

Petroleo Brasileiro

Lulas runoff victory has challenged the Bolsonaro-election trade and raised concerns about political uncertainty and possible pressure on Petrobrass dividends. Traders are split between viewing the selloff as a buying opportunity given the companys low-cost oil production and seeing government intervention as a risk.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs sharp selloff and prolonged run of red sessions dominate discussion, with traders citing weakness across Bitcoin miners, concerns about Bitcoin-linked profitability and financing costs, and frustration that the AI/HPC pivot has yet to produce signed tenant leases. Sentiment is split between expectations of further losses, including around the upcoming earnings report, and dip-buyers who see the stock as oversold and due for a rebound.

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INTC, SKHY Stocks Jump Overnight: Intel’s Delayed Ohio Megafab Could Make SK Hynix’s First US Memory Chips 

Equity

Options include leasing part of Intel’s delayed Ohio campus or forming a venture with major cloud companies.

SNDK, SKHY Stocks Fall Premarket — Here's What Investors Are Tracking In The AI Memory Race 

Sandisk and Kioxia unveiled a 332-layer QLC 3D flash tech offering up to 60% greater bit density than their eighth-gen design.

ETF Opportunities Trust - Roundhill T-REX 2X Long DRAM Daily Target ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Intel’s first Ohio fab is now expected to begin operating in 2030 or 2031, years behind its original 2025 target.</li><li>A deal could ease Intel’s financial strain and put part of its upcoming $100 billion Ohio campus to work.</li><li>South Korea could review any transfer of advanced DRAM or HBM technology under its national technology-protection law.</li></ul><p>Shares of Intel (INTC) and SK Hynix (SKHY) jumped overnight heading into Wednesday after a report said that the companies are discussing a deal that could bring SK Hynix memory-chip manufacturing to the U.S. for the first time.</p><p>Heading into Wednesday,&nbsp;<a href="https://stocktwits.com/symbol/INTC">INTC</a> jumped 5% in overnight trading, while&nbsp;<a href="https://stocktwits.com/symbol/SKHY">SKHY</a> climbed 3%.&nbsp;</p><h2 class="st-heading-2"><strong>Intel, SK Hynix Explore Ohio Memory Deal&nbsp;</strong></h2><p>One possible arrangement would see SK Hynix lease part of Intel’s delayed Ohio manufacturing campus, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/sk-hynix-talks-with-intel-about-deal-make-memory-chips-us-first-time-sources-say-2026-09-16/">reported</a>, citing three people familiar with the talks. Another could involve a joint venture with Intel and major cloud companies seeking to secure memory supplies, two sources said.</p><p>SK Hynix is the world’s second-largest memory-chip manufacturer and the leading supplier of HBM used in AI accelerators. It is a key Nvidia supplier and has a multiyear agreement covering memory for the Vera Rubin platform. The firm told Reuters that it was “reviewing various measures, including establishing additional production bases, to strengthen the competitiveness of its memory business,” but added that “no matters have been determined at this stage.”&nbsp;</p><p>SK Group Chairman Chey Tae-won said in July that customers and governments were pressing the company to increase supply. “I think we need to build a factory in the United States,” Chey said. “If possible, I believe we should build it.”</p><h2 class="st-heading-2"><strong>Ohio Deal Could Throw Intel A Lifeline&nbsp;</strong></h2><p>Intel announced the Ohio campus in 2022, pledging at least $20 billion and outlining a potential investment of about $100 billion across as many as eight fabs. Production from the first two was initially targeted for 2025.</p><p>After repeated delays, Intel now expects to complete the first fab in 2030 and begin operating in 2030 or 2031. The second is expected to be completed in 2031 and start production in 2032.</p><p>A lease or joint venture could put part of the delayed campus to work and reduce pressure on Intel’s balance sheet. CEO Lip-Bu Tan has pledged “no more blank checks,” while the U.S. government owns 10% of Intel after converting $8.9 billion of unpaid CHIPS Act grants into shares last year.</p><h2 class="st-heading-2"><strong>South Korea’s Tech Rules Loom Over Talks&nbsp;</strong></h2><p>South Korea considers advanced DRAM and HBM sensitive technologies. The country’s trade ministry told Reuters that a U.S. investment would generally be the company’s decision, but any transfer involving a “national core technology” would require review under the Industrial Technology Protection Act.</p><p>U.S. manufacturing would also cost significantly more because of higher labor and construction expenses and the semiconductor supply chain’s concentration in Asia, two sources reportedly said. Seoul is simultaneously pressing SK Hynix and Samsung Electronics to accelerate plans for four new memory fabs in southwestern South Korea as part of an 800 trillion won ($518 billion) investment.</p><h2 class="st-heading-2"><strong>SK Hynix Caught Between Washington And Seoul&nbsp;</strong></h2><p>U.S. Commerce Secretary Howard Lutnick has threatened tariffs of up to 100% on South Korean and Taiwanese chipmakers that fail to increase American production. He said in July that he was discussing U.S. memory output with SK Hynix and Samsung.</p><p>The talks also overlap with South Korea’s $350 billion U.S. investment commitment in return for a 15% tariff ceiling. About $150 billion has been earmarked for shipbuilding, while the remaining $200 billion has yet to be allocated. Seoul wants to apparently use any SK Hynix investment as leverage in those negotiations, while Washington is pressing the company to commit quickly.&nbsp;</p><h2 class="st-heading-2"><strong>Union Vote Eases Memory-Production Risk&nbsp;</strong></h2><p>Separately, about 57% of SK Hynix union members&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-09-16/chipmaker-sk-hynix-agrees-to-higher-cash-payout-to-ease-tensions">approved</a> a revised agreement under which profit-sharing bonuses will be split evenly between cash and shares, resolving a dispute that had threatened production.</p><p>The deal replaces a proposed 40%-cash, 60%-stock split rejected in August by just 25 votes. However, the wider framework allocating 10% of annual operating profit to workers is still unchanged.</p><h2 class="st-heading-2"><strong>How Do Retail Traders Feel About INTC And SKHY?</strong></h2><p>On Stocktwits, retail sentiment around INTC and SKHY was ‘bearish,’ with ‘normal’ message volume for INTC and ‘high’ volume for SKHY.&nbsp;</p><p>Over the past year, INTC surged 292%, while SKHY gained 4%&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-starship-first-orbital-flight-ipo-deep-value-opportunity/cZtY7DfRB2g">Cathie Wood Says Starship’s First Orbital Flight Could Make SpaceX’s $1.75 Trillion IPO Seem Like A ‘Deep Value Opportunity’ In Hindsight&nbsp;</a></p>

The logo of Intel is displayed on a smartphone screen with a US national flag in the background. (Photo by Li Hongbo/VCG via Getty Images)

INTC, SKHY Stocks Jump Overnight: Intel’s Delayed Ohio Megafab Could Make SK Hynix’s First US Memory Chips

Intel Corp

T-REX 2X Long DRAM Daily Target ETF

SK Hynix Inc - ADR

Direxion Daily Semiconductor Bear 3X ETF

iShares Semiconductor ETF

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Current Price	$8.02
Prev Close	$7.60
Open	$7.90
Dividend Yield	N/A
50-Day Moving Average	$12.32
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Avg. Volume	8.74M
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52-Week High	$33.11
52-Week Low	$7.45
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