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NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nikes weaker quarterly sales and sharply cautious full-year outlook, coupled with managements warning that the turnaround will take time, are driving the selloff. Most traders fear a prolonged decline and question the valuation and dividend sustainability, while some see a buying opportunity in the brands long-term potential and dividend.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobiles BlueBird 1416 satellites were shipped toward Cape Canaveral, while supporters also focused on confirmation that BlueBird 11 had fully deployed. Traders welcomed the progress but were frustrated that the stock remained weak, with debate centering on the lack of a firm launch timeline and whether AST can deliver launches and commercialization at the pace it has promised.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Microns strong earnings and outlook, alongside managements warning that AI-driven memory demand is outstripping supply, are driving attention. Traders are largely bullish on the prospect of a prolonged tight-supply cycle, while some question whether exceptional margins and demand can last; the initial muted reaction gave way to a recovery.

Corteva, Inc. is a global pure-play agriculture company that combines innovative technologies, high-touch customer engagement and operational execution to profitably deliver solutions for the world's most pressing agriculture challenges. It generates advantaged market preference through its unique distribution strategy, together with its balanced and globally diverse mix of seed, crop protection, and digital products and services. The company leverages recognized agricultural brands and a robust technology pipeline to maximize productivity for farmers while working with stakeholders throughout the food system to fulfill its promise of enriching the lives of those who produce and those who consume, ensuring progress for generations to come. Corteva was founded in 1802 and is headquartered in Indianapolis, IN.

Corteva Inc

Cortevas completed spin-off of its seed and genetics business into Vylor reset CTVA as a standalone crop-protection company, driving an outsized share-price adjustment as shareholders received Vylor shares. Traders are split between viewing additional post-spin selling and price discovery as an opportunity and arguing that the remaining business warrants a lower valuation.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidias expanded buyback authorization and Microns strong results are reinforcing optimism about AI-chip demand. Traders are divided between expecting a breakout and frustration with the stock stalling near resistance, while some warn that AI-infrastructure spending may be unsustainable.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereums price action is the main focus, with traders describing a prolonged range and watching for a breakout. Bulls point to dip buying and expect a move higher, while skeptics see continued weakness and warn that ETH remains tied to Bitcoin and broader crypto-market risk.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

Rising Treasury yields and concern about further Fed rate hikes are weighing on rate-sensitive small caps, with traders highlighting IWMs weakness near its 200-day moving average. The community is split between expecting an oversold bounce if yields ease and warning of further downside if rates remain elevated.

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 persistent selloff despite Bitcoin holding or rising is driving discussion, with traders focused on the lack of an announced AI/HPC tenant and pending FERC clearance for the Long Ridge deal. Bulls cite heavy short interest and speculate about a squeeze or tenant announcement, while skeptics point to continued underperformance and management concerns.

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 packed launch scheduleincluding several successful missions and Starships first orbital flighthas drawn attention, alongside discussion of its AI-compute ambitions. Traders praised the execution but were frustrated that the shares weakened despite the milestones, debating whether the news was already priced in or met with sell the news trading.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

Evernorths business-combination approval and planned Nasdaq listing as XRPN, an XRP treasury company, are driving discussion, with traders focused on its expected large XRP holdings. Reactions are split: some see institutional validation and a potential source of demand, while others are frustrated that XRP has remained range-bound and question whether the deal offsets supply concerns.

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S&P 500, Nasdaq, Dow Futures Inch Higher As Investors Cheer Cooling Yields — GOOGL, MU, MAT, NVDA In Focus

Equity

10-year Treasury yields cooled off from the 2002 highs on Thursday.

Michael Burry Warns Nvidia, AI Infrastructure Expansion Mirroring 1960s Computer Leasing Bubble

Famed “The Big Short” investor Michael Burry argues that temporary hardware shortages are masking rapid GPU depreciation and creating structural risks across tech and private credit sectors.

Nvidia’s Hyperscaler Revenue Could Reach $401B In 2027, Says Analyst: SpaceX Could Push Barclays’ ‘Napkin Math’ Higher 

The math is based on Nvidia’s chart showing its share of IT capex at the five largest cloud service providers.


Micron CEO Says ‘We Cannot Fulfill The Demand’ As Supply Tightness Extends Through 2028

In an interview with CNBC, Mehrotra said some customer supply agreements now extend into 2031, giving Micron greater visibility into future demand and manufacturing needs.


SOXX Posts Worst Quarter In Over A Year — Michael Burry Cites An 1880 Story To Flag AI’s ‘Power-Hungry’ Chip Race 

Burry cited an 1880 account of reasoning before written language to challenge whether language models can achieve genuine understanding.

S&P 500, Dow End Lower As Investors Shrug Off Cooler-Than-Expected Inflation Data — MGM, SPCX, AAPL, TSM In Focus

Dow ended the month lower, its first monthly decline since March this year.  

Micron Earnings Could Reach $50 A Quarter, Says Susquehanna: Analyst Sees Memory Driving AI Profits 

In an interview with CNBC, analyst Mehdi Hosseini said he believed that memory is becoming more important to AI infrastructure while compute becomes increasingly commoditized.


TSMC Reportedly Weighs Texas Chip Investment On Top Of $265B Arizona Push 

TSMC increased its Arizona commitment by $100 billion in July, bringing the total from $165 billion to $265 billion.


How to Play the AI Trade With a Core-Satellite ETF Strategy

Unsure whether AI is a bubble or a boom? A core-satellite ETF strategy can help investors pursue AI growth without making an all-or-nothing bet.

NVDA Stock Eyes Third Straight Monthly Gain: Nvidia Adds Data Center Digital Twin Deal

Nvidia selected Jacobs to deploy its Omniverse-based digital twin platform at a large-scale U.S. AI research and development facility.


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