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Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Concerns about Neutrons schedule and a lack of visible Stage 1 progress dominate discussion as RKLB sells off, with traders worried the first flight could slip further. A broader pullback in space and other growth stocks is also cited; reactions are split between investors buying the dip and bears focused on execution and valuation risks.

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

A Gartner forecast that AI infrastructure spending may outpace revenue and most neocloud providers may not remain independent has intensified concerns about CoreWeaves debt-funded expansion and rising borrowing costs. Traders are divided between fears of a broader AI infrastructure downturn and bankruptcy risk, and views that the selloff is overdone given demand and the companys backlog.

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

The FDA expanded Anktivas approval to cover high-grade papillary-only, BCG-unresponsive bladder cancer, broadening the eligible patient population ahead of the expected decision date. Traders largely view the decision as a major commercial and regulatory positive, while some are frustrated by the stocks muted reaction and speculate that short selling is weighing on shares.

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. 

Gartners warning that most independent neocloud providers may fail or merge by 2030, amid AI infrastructure spending that could outpace revenue, has fueled a sharp selloff across the sector; hotter inflation and fears of higher financing costs added pressure. Traders are split between calling the decline an AI-bubble repricing and buying the dip, with some arguing Nebius is better positioned than more debt-exposed peers.

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 falling alongside neocloud peers as traders react to Gartners warning that AI infrastructure spending may outstrip revenue and many independent providers may not survive; hotter inflation and financing-cost concerns are adding pressure. The community is split between seeing a sector-wide valuation reset and buying opportunity versus fearing an AI infrastructure bubble and further downside.

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

TSMCs full Q3 earnings and guidance are the main focus, with strong quarterly sales already reported but investors looking for confirmation that AI-chip demand and future growth remain robust. Traders are divided over whether results can lift TSM and the semiconductor sector or whether high expectations, broader chip weakness, and concerns about AI spending will keep pressure on the shares.

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A hotter-than-expected CPI reading fueled rate-hike worries and a sharp selloff in tech, with traders also debating whether AI-related debt and spending are adding pressure. Bearish calls about further losses are competing with dip buyers expecting a rebound.

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

ASTS is under pressure amid concerns about delayed satellite launches and SpaceXs growing direct-to-cell ambitions, amplified by Piper Sandlers downgrade. Traders are divided between calling the selloff an overreaction and buying the dip, and arguing that the lack of a clear launch schedule and execution progress undermines the business case.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention amid a sharp selloff, with traders largely linking the bearish mood to Trump-related political risk and the Iran conflicts impact on energy prices and inflation, alongside a hotter-than-expected CPI reading. Some see the drop as a buying opportunity and point to the proposed TAE merger, but the discussion is predominantly negative and many note no fresh company-specific catalyst.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following segments: Walmart U.S., Walmart International, and Sam's Club U.S. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club U.S. segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is drawing attention as traders rotate into defensive consumer-staples names amid weakness elsewhere in the market, with the stock holding up while many growth and tech shares fall. Many are bullish on the safety trade and recent strength, while others question its elevated valuation and warn the rally could fade.

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The September Producer Price Index report lands Thursday, October 15 at 8:30 AM ET, one day after CPI, with August’s reading at 5.4% year over year, as investors look for clues on inflation before the Fed’s October 27-28 meeting. How will the September PPI print compare to consensus expectations? Vote and explain your reasoning in the comments.

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