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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weaker-than-expected fourth-quarter outlook, amid PC weakness and supply constraints, overshadowed a stronger third-quarter report and drove a sharp selloff. Traders largely criticized the guidance and execution, while some called the drop an overreaction and viewed the shares as oversold.

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

SanDisks strong quarterly results and upbeat outlook, supported by booming AI data-center NAND demand, are drawing attention alongside its announced 8-for-1 stock split. Traders are debating the sharp, volatile selloff despite the positive report, attributing it variously to profit-taking and a broader tech-sector risk-off move, while others question whether growth and memory pricing can remain sustainable.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results and outlook sparked a selloff, as investors focused on slight misses against expectations, softer forward guidance, and heavy AI infrastructure spending that is weighing on cash flow. Traders are split: bears see spending and cash-flow risks, while bulls point to strong AWS growth and view the drop as an overreaction.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit shares are under pressure after a strong Q3 earnings beat was overshadowed by weaker-than-expected Q4 revenue guidance, slowing user growth and a decline in U.S. daily active users, alongside concerns about falling Google search referrals. Traders debate whether the selloff is excessive given revenue growth and profitability, while others worry that a planned login requirement could further limit traffic and monetization.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Mega-cap tech weakness and earnings reactions are weighing on QQQ, with traders pointing to Googles selloff, Intels weak outlook, and Amazons results. The dominant debate is whether heavy AI spending is failing to show sufficient returns and signaling a broader tech unwind, or whether the pullback is a buying opportunity amid sector rotation.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Updated lifileucel lung-cancer trial results sparked a sharp selloff: the overall response rate remained around one in four, while a small, retrospectively identified biomarker subgroup showed a much higher response rate. Traders are divided over whether the subgroup points to a promising precision-treatment path or signals a narrower opportunity and greater uncertainty about durability, FDA approval timing, and managements presentation of the data.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians better-than-expected third-quarter results and raised delivery outlook have put the R2 production ramp in focus. Bulls see improving execution, while skeptics point to continued losses and cash burn; speculation about a Walmart van deal remains unconfirmed.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoins choppy consolidation and repeated rejection near resistance dominate the discussion, with traders watching whether support holds. The community is split between expecting a deeper downturn and viewing pullbacks as accumulation ahead of a breakout, amid uncertainty around Fed policy and broader market weakness.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is caught in a broader semiconductor pullback as traders react to Samsungs profit miss and Microsoft and Alphabet spending less on capital expenditures than expected, raising concerns about AI infrastructure demand. The community is split between seeing the decline as sector-driven pressure and expecting further downside, while bulls argue AMDs data-center and AI-chip prospects remain intact.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategys quarterly results have sparked debate: bulls point to the reported earnings beat, while skeptics argue it was driven by Bitcoin gains and focus on the revenue miss and financing costs. Bitcoins selloff and concerns about dilution and preferred-share dividends are adding pressure, with traders divided over whether the drop is a buying opportunity or a sign of further downside.

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Zomato Ltd.

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ITC Ltd.

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Microsoft Corporation

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IREN Stock Climbs After It Borrows Against Its GPU Fleet To Fund AI Expansion

Equity

The deal was funded by six lenders led by Eldridge Capital Management and Silver Point Capital, and arranged by Wingspire Equipment Finance.

Should Vanguard Russell 1000 Value Index Fund ETF Shares (VONV) Be on Your Investing Radar?

Should Vanguard Russell 1000 Value ETF (VONV) Be on Your Investing Radar?

Birkenstock Shares Rise Ahead Of Q4 Earnings: Retail’s Extremely Bearish

The company missed EPS estimates thrice out of the last four earnings quarters; it missed revenue estimates only once in the same period.

Vanguard Scottsdale Funds - Vanguard Russell 1000 Value Index ETF

Neutral Sentiment

<ul class="summary-bullets"><li>IREN raised $363 million on Wednesday by refinancing GPU servers and networking gear it recently brought from its AI computing business.</li><li>The deal returns a large share of the equipment's original cost to IREN as cash, backed by the equipment and multi-year customer contracts.</li><li>The financing will support IREN's push into AI cloud services, the company said, a move that requires heavy spending on GPUs.</li></ul>IREN Limited (IREN) shares edged higher on Wednesday morning after the company announced it had raised $363 million by refinancing recently purchased AI computing equipment, providing fresh cash to fuel its expansion.Wingspire Equipment Finance said that it has signed an agreement for Graphics processing unit (GPU)-based servers and networking systems that IREN already runs in high-density data centers. That equipment is already making money.&nbsp;<h2 class="st-heading-2">Turning Hardware Into Cash</h2>The financing returns a big chunk of what IREN initially paid for the equipment, the companies said. That transforms the cash tied up in the hardware into cash IREN can reinvest in growth.&nbsp;The loan is secured primarily by the equipment and backed by multi-year contracts with IREN's customers, the company said. The deal was financed by a syndicate of six lenders, anchored by large commitments from Eldridge Capital Management and Silver Point Capital. Earlier in the month, IREN’s co-CEO Daniel Roberts&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iren-co-ceo-daniel-roberts-says-firm-s-data-centers-carry-no-debt-as-funding-worries-hit-stock/cZxqtl2RBuo">said lenders</a> fund most GPU purchases with the GPU as collateral, which is exactly how this deal is set up.<h2 class="st-heading-2">What The Lenders Said</h2>"IREN was looking to unlock capital from deployed AI infrastructure while preserving flexibility around its customer relationships," said Dylan Potter, vice president of business development at Wingspire. He said the lender delivered a "tailored, asset-backed solution" that matched IREN's operating model.Harrison Smith, a managing director at Eldridge, said the facility "will support IREN's sustained trajectory of expansion as it scales to meet future customer demand." Eldridge provided an "anchor commitment," he said, adding that the firm backs "infrastructure that will define the future of AI compute."<a href="https://stocktwits.com/symbol/IREN">IREN stock</a> was up 0.17% in the morning trade. On Stocktwits, retail sentiment around IREN remained in the ‘bullish’ zone, accompanied by ‘high’ chatter levels over the past day.&nbsp;<h2 class="st-heading-2">The Lender Behind The Deal</h2>Wingspire Equipment Finance is the equipment finance business of Wingspire Capital, a portfolio company of Blue Owl Capital Corporation (OBDC). Blue Owl Capital Inc. (OWL) is an alternative asset manager with $319 billion in assets under management, and its affiliate manages OBDC.IREN, a long-time Bitcoin (BTC) miner, has been expanding into renting out computing power for AI. IREN’s shares fell over 27% so far this year.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/galaxy-digital-stock-extends-post-earnings-rally-analysts-trim-price-targets/cZU90fXR9GE">Galaxy Digital Stock Extends Post-Earnings Rally Even As Analysts Trim Price Targets</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Iris Energy Ltd. is displayed on a smartphone screen, with the company's green branding visible in the background, on May 11, 2025, in Chongqing, China.

IREN (IREN) fell on Wednesday morning after the company announced it had raised $363 million by refinancing recently purchased AI computing equipment, providing fresh cash to fuel its expansion.

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IREN Limited

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Vanguard Russell 1000 Value Index ETF

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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