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Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys quarterly results beat expectations and it raised its full-year outlook, but shares fell sharply anyway. Traders debated whether stretched valuation, negative operating cash flow and broader selling in AI-related stocks outweighed the strong results.

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

A reported early leak of Phase 3 results for Moderna and Mercks personalized melanoma vaccine triggered a sharp selloff, even though the combination showed a benefit versus Keytruda alone. Traders debate whether the data fell short of expectations after the stocks run-up or whether the market overreacted to encouraging results, driving volatile rebound and further-decline speculation.

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.

Western Digitals strong quarterly results and upbeat guidance are drawing attention, but the shares have fallen despite the report. Traders are debating whether the reaction reflects broader AI and storage-sector selling and concerns about cyclical demand and future supply, or an overdone selloff against resilient data-center demand.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A sharp Nasdaq and technology selloff has put QQQ in focus, as traders cite worries about AI spending returns and credit exposure alongside elevated oil prices tied to Iran tensions. Bearish calls for further losses are met by dip-buyers looking for a rebound, leaving debate over whether the decline is a broader correction or a buying opportunity.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention after a sharp semiconductor-sector selloff, amplified by its 3x daily leverage, amid broader tech weakness, rising oil prices, and concerns about financing for AI data-center expansion. Traders disagree over whether the move signals an AI-bubble unwind or an oversold dip-buying opportunity, with many watching for a rebound while others expect further losses.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples unusual resilience near record highs despite broader tech-market weakness is driving discussion, with bullish traders calling it a defensive safe haven and bears arguing the strength is overextended or driven by flows and could fade. iPhone Duo launch-demand chatter and earnings anticipation add to the debate, but the dominant focus is the stocks decoupling from the wider market.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias Q3 results beat expectations, but shares sold off sharply as traders focused on a lower free-cash-flow conversion outlook, higher restructuring costs, and managements warning about structural supply-chain cost inflation. Bulls call the reaction an overreaction and point to AI and cloud growth, while bears remain concerned about cash generation and the outlook.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgents CFO departure triggered a sharp selloff, with some traders speculating about undisclosed financial problems and others viewing the move as an overreaction given the internal successor. The companys announcement that first-quarter revenue and adjusted EBITDA should exceed guidance eased some concerns, but confidence and the stocks recovery remained debated.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers latest results are drawing attention after a cut to its full-year sales outlook and lower HOKA and UGG growth expectations overshadowed an earnings beat. Traders are split between focusing on the weaker outlook and backing the companys margins, buybacks, and balance sheet.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is drawing attention amid a sharp, volatile selloff across memory and AI-related stocks, with traders debating Chinese competition concerns and whether AI spending will sustain demand. Some see the decline as a sector-wide overreaction and are positioning around the upcoming earnings report, while others fear further downside.

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Vanguard Total World Stock ETF vs. FTSE Developed Markets ETF: What's Better for Diversification?

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MOVE Stock Soars After Corvex Expands Nvidia Blackwell GPU Deal With ‘Leading AI Company’ 

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Corvex said the agreement expands an existing customer commitment, with the full GPU cluster now fully deployed after deliveries throughout 2026.


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Vanguard Tax Managed Funds - Vanguard FTSE Developed Markets ETF

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<ul class="summary-bullets"><li>Corvex announced it would be providing Nvidia Blackwell GPUs connected through Nvidia Quantum-2 InfiniBand networking, alongside dedicated storage and CPUs.</li><li>It said full run-rate revenue from the project is expected to begin midway through the current quarter.</li><li>The company financed the expansion using debt, customer prepayments and cash on hand.</li></ul>Shares of Corvex (MOVE) soared in early morning trade on Tuesday after the company announced that it had signed a multi-year deal to provide clusters of Nvidia (NVDA) Blackwell GPUs to a “leading AI company” but did not name which one exactly.<a href="https://stocktwits.com/symbol/MOVE">MOVE stock</a> rallied as much as 112% in pre-market trade, recovering from a massive drop in Jun and July. Retail sentiment around the shares on Stocktwits flipped to ‘bullish’ from ‘bearish’ territory over the past day, while chatter rose to ‘high’ from ‘normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/image_19_9fe1f54acb.png" alt="image (19).png" width="1259" height="682"><figcaption>MOVE stock retail sentiment on August 4 as of 8:15 a.m. ET | Source: Stocktwits</figcaption></figure>MOVE stock has gained over 75% this year and more than doubled in value over the past 12 months.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260804_083237021_97323dbd64.png" alt="koyfin_20260804_083237021.png" width="2400" height="1240"><figcaption>MOVE stock performance over the past 12 months. | Source: Koyfin</figcaption></figure>Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> gained nearly 2% in pre-market trade, with retail sentiment on Stocktwits trending in ‘neutral’ territory over the past day.&nbsp;<h2 class="st-heading-2">Expanded Nvidia Blackwell Deployment</h2>The agreement expands a previous customer commitment and covers dedicated clusters of Nvidia Blackwell GPUs connected through Nvidia Quantum-2 InfiniBand networking. The deployment also includes dedicated high-speed storage and CPUs to support large-scale AI workloads.Corvex said it delivered the first portion of the cluster during the first quarter of 2026, with the remaining capacity to be installed during the second and third quarters. The company expects the project to begin generating full run-rate revenue midway through the current quarter.<h2 class="st-heading-2">Customer Prepayments Help Fund Expansion</h2>Corvex said it financed the expansion through a combination of debt financing, customer prepayments and cash on hand. It added that the approach helped the company scale its infrastructure while limiting the need for additional equity financing."AI builders shouldn't have to choose between cutting-edge infrastructure and rapid deployment. They need both," Co-Founder and Co-Chief Executive Officer Seth Demsey said in a statement.Demsey said the company deployed liquid-cooled Blackwell systems inside an air-cooled facility in roughly two weeks, describing the rollout as an engineering milestone designed to accelerate customer deployment timelines.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/cohr-lite-poet-aaoi-mrvl-stocks-gains-trump-china-ban-data-center-parts/cZo5KLkRJEa">COHR, LITE, POET, AAOI, MRVL Stocks Gain On Trump’s Reported China Ban On Data Center Import Parts</a>

A close-up of a printed circuit board is seen with the Nvidia logo displayed on a screen in the background. (Photo by Nikos Pekiaridis/NurPhoto via Getty Images)

Corvex said the agreement expands an existing customer commitment, with the full GPU cluster now fully deployed after deliveries throughout 2026.

MOVE Stock Soars After Corvex Expands Nvidia Blackwell GPU Deal With ‘Leading AI Company’

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