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Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras is drawing attention over reports that OpenAIs latest Ultrafast model runs on Nvidia GPUs rather than Cerebras hardware, raising questions about its key customer relationship; scheduled IPO share unlocks and insider selling add to the selling-pressure concerns. Bulls point to OpenAIs reassurance of its broader partnership and Cerebras inference prospects, while bears focus on Nvidia competition and the expanding share supply.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagate shares are under pressure after reports that Toshiba plans to expand HDD capacity for AI data centers, raising concerns about increased competition and weaker pricing power. Traders are split between viewing the supply threat as meaningful and calling the selloff overdone given strong AI-storage demand and doubts about how quickly Toshiba can ramp production.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desks steep, prolonged selloff is being tied to slowing growth, weak guidance and intensifying competition from large platforms, with reports that Apples Safari changes are blocking ad delivery adding to concern. Traders disagree over whether the Safari issue is a material business risk or an unintended technical glitch; frustration with management and executive compensation contrasts with some investors pointing to the companys cash position and profitability.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Evernorths approved business combination with Armada II and planned Nasdaq debut as an XRP treasury company are driving attention, with traders focused on its large expected XRP holdings and a potentially tight public float. Bulls are treating the sharp rally and lagging warrants as a speculative squeeze opportunity, while skeptics warn the shares may be trading far above the value of the underlying XRP and could retreat as the deal closes.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

IBRXs sharp, high-volume rally without a confirmed company announcement has fueled speculation about institutional buying and short covering, with many traders also pointing to upcoming Anktiva regulatory catalysts. Others caution that the move may be vulnerable to a pullback if no substantive news emerges.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins steep selloff is being tied mainly to a courts refusal to temporarily block Unitys Ad Quality SDK in their dispute over advertising-auction data; the underlying case remains unresolved, but traders worry about competitive pressure on AppLovins MAX platform. The community also debates analyst concerns about growth and Pixel adoption, with some viewing the decline as overdone given the companys profitability and others expecting more downside.

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

A reported federal loan package of roughly $4 billion to upgrade and expand three Vistra nuclear plants is the dominant catalyst, with traders viewing it as support for capacity growth amid rising electricity demand from data centers and AI. Many welcomed the proposal, though some questioned the muted, choppy share-price reaction and the financing remains planned rather than finalized.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

Raytheons multiyear SM-6 interceptor award, alongside a recent AMRAAM deal, has focused discussion on missile production and depleted-stockpile replenishment. Traders are questioning why the shares remain weak despite the contracts, citing concerns that congressional funding and budget delays could limit how quickly the awards translate into investment and revenue.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital shares fell sharply after reports that Toshiba plans to double hard-drive capacity for AI data centers, raising concerns about future competition and pressure on HDD pricing. Traders are divided between those who see the selloff as an overreaction given the lead time and strong storage demand, and those worried about added supply and weaker pricing power.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Jobys Texas eIPP flights, progress toward the final FAA certification stage, and autonomous cross-country flight are driving discussion. Bulls see milestones toward commercialization, while skeptics stress that demonstration flights are not certified passenger service and point to cash burn, dilution concerns, and the stocks sharp decline.

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