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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas plans to raise equity to finance its AI buildout have intensified concerns about dilution, alongside scrutiny of heavy capital spending and negative free cash flow after earnings. Traders are split between viewing the financing as a way to fund growth and seeing it as a warning that AI investment is straining cash generation, with the stock selling off despite strong business results.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Lulas reelection has fueled a broad selloff in Brazilian equities, with traders concerned about political and economic uncertainty weighing on Nu Holdings. The community is split between viewing the drop as a buying opportunity and expecting further selling.

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 Digitals steep selloff is being discussed alongside a broader AI data-center and neocloud downturn, amplified by Elon Musks warnings about tighter financing and industry consolidation. Traders also debate dilution from the convertible offering and project execution risks, while bulls argue CIFRs long-term hyperscaler leases and power-focused infrastructure distinguish it from GPU-owning neoclouds.

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

Elon Musks warning that neocloud providers face failures and consolidation, alongside concerns about tightening financing for AI data-center companies, has intensified selling in CoreWeave and its peers. Traders disagree over whether the comments are competitive rhetoric and an overreaction to strong AI demand, or a warning that CoreWeaves debt-heavy expansion creates significant financing risk.

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. 

Elon Musks warning that neocloud firms face tighter financing and widespread failures has fueled concern about Nebiuss debt-funded AI infrastructure expansion and pressure across the sector. Bulls argue Nebius is better positioned, citing its recent financing and customer contracts, while skeptics question its future capital needs and whether planned capacity can be deployed profitably.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Lula da Silvas unexpected election victory over Flvio Bolsonaro triggered a sharp repricing of Brazilian assets, as traders cite concerns about fiscal credibility, policy uncertainty and the currency. Reactions range from viewing EWZs selloff as a buying opportunity to warning that uncertainty remains too high to call a bottom.

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

Elon Musks warning that neocloud companies could face failures and consolidation has intensified selling in IREN and its peers, alongside broader concerns about debt-funded AI data-center expansion and access to financing. The community is split between fears that capital costs and execution risks could undermine the business and arguments that IRENs contracts, power assets, and AI demand distinguish it from weaker operators.

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

XP Inc - Ordinary Shares - Class A

XP is drawing attention amid a sharp rally in Brazilian stocks after the first-round election result, which traders view as favorable for Brazilian equities and a potential boost to market activity. The community is split between buying the political-news-driven rebound and warning that the move may be speculative or vulnerable to a pullback.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas Phase 3 melanoma-vaccine results with Merck are the main focus: the combination reduced recurrence or death risk, but the shares sold off as traders compared the result with stronger earlier-trial expectations and questioned how much future commercial value is already priced in. Bulls see meaningful evidence for the cancer-vaccine platform, while skeptics emphasize commercialization uncertainty and valuation.

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

Lula da Silvas reelection has triggered a sharp repricing of Brazilian assets, with traders pointing to concerns about greater state intervention at Petrobras, fuel-price controls and potentially lower dividends. Some view the selloff as an overreaction and a buying opportunity given the companys oil production and cash flow, while others remain wary of political influence on profitability.

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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.

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