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Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells Investor Day revenue outlook, raised on expected growth in AI data-center custom chips and interconnect, is driving attention. Traders welcomed the stronger growth story, but the initial rallys fade prompted profit-taking and debate over whether the ambitious long-term targets are already priced in.

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

Toshibas reported plan to expand HDD capacity is weighing on Seagate and Western Digital as traders worry about future competition and pressure on storage pricing. Many call the selloff an overreaction given the long ramp timeline and continued AI-data-center demand, while others see a credible medium-term risk to pricing power.

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

Vistras rally is being tied to a conditional Department of Energy loan commitment to upgrade its nuclear plants and expand generation, against a backdrop of rising electricity demand from data centers. Traders largely welcomed the financing and nuclear-power theme, while some cautioned that funding depends on conditions and the stocks sharp moves may not hold.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is drawing attention for a pullback that traders link to weakness in Korean shares and the KOSPI, alongside concern that its U.S. ADR trades at a steep premium to the local listing. The community is split between expecting that premium and selling pressure to weigh further, and viewing the dip as an opportunity given strong AI-driven HBM and memory demand.

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

Reports of a suspected plague incident at a Russian research institute sparked vaccine-stock buying and a sharp NVAX move, though the reports remain uncertain and Novavax has no plague vaccine. Traders are divided between expecting a short squeeze or lasting re-rating and viewing the surge as a fear-driven spike vulnerable to reversal; some point instead to the Sanofi/Takeda vaccine rollout and Matrix-M potential.

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.

Toshibas reported plan to expand hard-drive capacity for AI data centers has raised concerns about future competition and pressure on Western Digitals pricing power, weighing on the stock alongside Seagate. Traders are divided: many view the selloff as an overreaction because the capacity ramp would take time amid strong demand, while others see the added supply as a threat to the HDD markets tight conditions.

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

Constellations long-term Google nuclear-power agreement, including new generation and supply from its existing fleet, has driven the rally as traders see it reinforcing demand for reliable power from AI data centers. Many are bullish on the deal and the broader nuclear-power theme, while some are taking profits and questioning whether the sharp move can hold.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeings major defense contract wins are drawing attention, but traders are frustrated that the shares remain weak despite the positive news. Bulls point to the growing backlog and recovery prospects, while skeptics say cash flow, production execution and the MAX 10 certification process still need to improve.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

FRVO is drawing attention amid a sharp, volatile selloff and discussion of a new short report alleging the company misrepresented resultsclaims that remain unverified. Traders are also focused on transmission constraints that could limit future Cape Station deliveries, while some view the decline as a buying opportunity and others remain wary of execution and water-use risks.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Strong earnings and continued AI-infrastructure and memory demand are driving attention, with traders weighing the growth outlook against margin, cash-flow, and valuation concerns. The rally has also been volatile as investors debate the convertible-note offerings potential dilution and balance-sheet implications.

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Vocera provides mobile communication solutions addressing critical communication challenges facing hospitals today. They help their customers improve patient safety and satisfaction, and increase hospital efficiency and productivity through their Voice Communication solution, Secure Messaging applications and Care Transition solutions. Exclusively endorsed by the American Hospital Association, the Vocera solutions are installed in more than 800 hospitals and healthcare facilities worldwide. The company is headquartered in San Jose, Calif., with offices in Tennessee, Canada and the United Kingdom.

Vocera Communication Inc

Neutral 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.

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