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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 announcement that another 75 MW at Polaris Forge 1 is ready for service, bringing the campus to 250 MW operational, has focused attention on its data-center execution ahead of earnings. Many traders view the milestone as evidence the company is delivering on its buildout, while others are frustrated that the stock has faded gains and remain concerned about financing, market conditions, and what earnings guidance will show.

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

SpaceXs sharp rally is drawing attention after a bullish Morgan Stanley call and optimism around Starship, Starlink and AI ambitions, with Florida fuel-pipeline plans adding to the growth narrative. Traders are largely celebrating the momentum and a possible short squeeze, while skeptics point to stretched valuation and upcoming share unlocks as risks.

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 plague outbreak in Russia has fueled a speculative vaccine-sector rally in NVAX, with traders discussing possible government contracts despite Novavax having no plague vaccine. The move has also prompted short-squeeze chatter, while some traders argue the outbreak connection is tenuous and the rally may fade.

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

Reports that Google is nearing a multi-year nuclear power deal with Constellation are drawing attention, adding another hyperscaler to the companys AI-related power demand story. Traders largely view the report as supportive of CEGs operating nuclear fleet, though some point to the stocks volatile price action and compare it with peers such as Vistra.

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 around Lisa Sus comments that AI compute demand is exceeding supply and the company plans to expand capacity, with recent analyst upgrades adding to optimism about its AI-chip opportunity. Bulls point to the demand outlook and momentum, while skeptics cite the stocks valuation and warn of 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

Musks confirmation of preliminary talks between TSMC and his Terafab chip venture has fueled attention as shares reach record highs, with traders debating whether TSMC could take a larger role alongside Intel. No agreement has been finalized, while optimism about sustained AI-chip demand provides broader support for the bullish discussion.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflakes stronger-than-expected quarterly results and raised outlook, tied to accelerating AI-driven platform consumption, have fueled a sharp rally. Traders are split between viewing it as an AI beneficiary and warning that its high valuation could invite profit-taking.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrikes rally and repeated 52-week highs are drawing attention as traders frame AI-driven cyber threats and demand for AI security as a growth tailwind, alongside analyst optimism and product developments. Bulls see momentum continuing, while skeptics point to a stretched valuation and insider selling as risks.

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 Energy Departments confirmed financing for upgrades at Vistras nuclear plants is driving attention, with traders linking the added capacity to rising AI and data-center power demand. Reactions are split: some see long-term support for Vistras growth, while others criticize the stocks volatile, muted response to positive news.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys stronger-than-expected quarterly results, raised outlook, record QNX momentum and major Alloy Kore and Uber design wins are driving discussion, with bulls focused on automotive and physical-AI growth. Others question how quickly design wins will translate into revenue and point to weak share-price follow-through and broader market pressure.

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RCKT Aligns With FDA on Completing Phase II Study in Danon Disease

Rocket Pharmaceuticals aligns with the FDA on key phase II study elements for RP-A501, advancing its Danon disease gene therapy program toward completion.

This Union Pacific Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday

Analysts upgraded Similarweb, Rocket Pharmaceuticals, Radiant Logistics and Ulta Beauty; Paychex rose to Peer Perform, with targets raised.read more...

Rocket Pharmaceuticals’ FDA Decision Clears ‘Meaningful Regulatory Overhang,’ Says Needham — Sees 150% Upside Potential In RCKT Stock

Equity

Needham said the FDA outcome was better than expected because the regulator could have demanded meaningful changes to Rocket’s Danon disease trial.


Rocket Pharma Gets FDA Alignment On This Key Trial -- A Look At Some Key Highlights

The FDA confirmed continued enrollment and dosing under the modified trial protocol after reviewing safety data from the first three patients treated at the recalibrated dose.

Rocket Pharmaceuticals Announces FDA Alignment on Path to Complete Pivotal Phase 2 Trial of RP-A501 in Danon Disease

Rocket Pharmaceuticals, Inc. (NASDAQ: RCKT), a fully integrated, commercial-stage biotechnology company advancing genetic medicines for rare and life-threatening diseases, focused on inherited cardiovascular disorders, today announced alignment with the U.S. Food and Drug Administration (FDA) on...

Allogene Therapeutics (ALLO) Down 11.1% Since Last Earnings Report: Can It Rebound?

Allogene Therapeutics (ALLO) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Why Is AtaiBeckley Inc (ATAI) Up 0.8% Since Last Earnings Report?

AtaiBeckley Inc (ATAI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Rocket Pharmaceuticals (RCKT) Up 6% Since Last Earnings Report: Can It Continue?

Rocket Pharmaceuticals (RCKT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Rocket Pharmaceuticals to Participate in Upcoming Investor Conferences

Rocket Pharmaceuticals, Inc. (NASDAQ: RCKT), a fully integrated, commercial-stage biotechnology company advancing genetic medicines for rare and devastating diseases, focused on inherited cardiovascular disorders, today announced that the Company will participate in the 2026 Cantor Global...

Rocket Pharmaceuticals Q2 Earnings Rise Y/Y, Kresladi Launch in Focus

RCKT records earnings growth in the second quarter. Kresladi launch preparations advance and RP-A501 safety findings support its next development steps.

Rocket Pharmaceuticals, Inc. is a clinical-stage biotechnology company, which engages in the development of gene therapy treatment options for rare and devastating pediatric diseases. The firm's multi-platform development approach applies the lentiviral vector and adeno-associated viral vector gene therapy platforms. Its clinical program is an LVV-based gene therapy for the treatment of Fanconi Anemia (FA), a difficult to treat genetic disease that leads to bone marrow failure and potentially cancer. The company was founded on July 7, 1999 and is headquartered in Cranbury, NJ.

Rocket Pharmaceuticals Inc

Bullish 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.

RCKT Rocket Pharmaceuticals Inc