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SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending as retail investors weigh the company's aggressive $10.2 billion share sale to fund AI expansion against warnings from prominent investors like Michael Burry, who raised concerns about shareholder dilution. Despite the sell-off triggered by these capital-raising plans, the stock continues to attract significant interest as sentiment remains heavily bullish among retail traders looking for long-term AI-driven growth.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is facing significant bearish sentiment and selling pressure following a weekend announcement of a major at-the-market equity offering, with traders expressing frustration over potential share dilution. While some investors argue the capital is necessary for long-term growth and capacity expansion in the high-demand optical networking sector, retail sentiment has soured as traders debate the company's management and long-term financial viability.

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

Marvell Technology is surging following the disclosure of an expanded partnership with Google, which includes a multibillion-dollar custom chip agreement and stock warrants tied to future revenue targets. Retail investors are buzzing about the stock's long-term potential as a data infrastructure leader, though sentiment remains split between bullish excitement over the deal and bearish caution regarding potential future dilution.

TOSHI

TOSHI is trending as community members speculate on a potential short squeeze and anticipate future exchange listings, with many active traders continuing to accumulate the token during consolidation. Long-term holders remain focused on the potential for a rebound in the meme coin and Base ecosystem, frequently citing the coin's historical volatility as a sign that a sharp move could occur soon.

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

CoreWeave is facing significant downward pressure as investors rotate out of AI infrastructure names following institutional selling, despite the company securing a new multi-year agreement with Hudson River Trading to power its research platform. The community remains deeply divided, with bulls pointing to the company's massive contract backlog and AI demand as justification for a recovery, while bears cite concerns over debt levels, insider selling, and potential dilution.

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 facing significant downward pressure following its recent earnings report, where slower-than-expected sales growth sparked widespread concern among retail traders regarding consumer resilience. The community is actively debating whether this double-digit sell-off represents a compelling buying opportunity for a long-term staple or a sign of deeper economic weakness.

Ethena is a delta-hedged synthetic dollar with native crypto yield derived from staking and perpetual funding rate

Ethena USDe

Ethena USDe is trending due to strong market interest in its growing stablecoin ecosystem, with community discussions heavily focused on its recent performance, institutional backing, and its role as a proxy for broader crypto sector momentum.

VanEck ETF Trust - VanEck Gold Miners ETF

VanEck Gold Miners ETF

GDX is trending as investors monitor gold's price action and broader market volatility, with community sentiment split between tactical short-term trading and long-term accumulation of gold miners. While some see potential for a major technical breakout or a "short squeeze" as gold approaches historic levels, others remain cautious, citing macroeconomic headwinds and sensitivity to interest rate policy.

iShares Ethereum Trust (The) - iShares Ethereum Trust ETF

iShares Ethereum Trust ETF

Investors are closely watching the iShares Ethereum Trust ETF as retail sentiment remains bullish, fueled by strong institutional inflows and ongoing community discussions surrounding Ethereum's role in future financial infrastructure. Despite some skepticism regarding protocol leadership and broader market volatility, market participants continue to actively debate the impact of institutional accumulation on the price.

ETF Opportunities Trust - T-REX 2X Long SNDK Daily Target ETF

The community is actively trading the T-REX 2X Long SNDK Daily Target ETF (SNDU) as a leveraged play on the price action of SanDisk (SNDK), with many sharing strategies for buying dips and managing volatility ahead of corporate events. Traders are frequently coordinating buy and sell orders in an attempt to influence market momentum and capitalize on the ETF's daily performance.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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Apple Inc.

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Microsoft Corporation

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Applied Digital vs. TeraWulf: Which AI Data Center Stock Is the Better Buy?

Key PointsApplied Digital and TeraWulf have been signing long-term deals to lease compute to tech giants, which makes their future revenues more predictable and enables them to get financing at better terms...

TeraWulf Stock Falls as Inflation Fears Squeeze Growth Stocks

TeraWulf Inc. (NASDAQ: WULF) shares are trading lower Tuesday as AI cloud stocks slide on inflation fears and surging bond yields.read more...

Neocloud Stocks Plummet on Rising Overspend Fears. CoreWeave Down 7%, Nebius Down 5%, Terawulf Down 6%

Neocloud Stocks Plummet on Rising Overspend Fears. CoreWeave Down 7%, Nebius Down 5%, Terawulf Down 6...

TeraWulf (WULF) Q2 2026 Earnings Call Transcript

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Neocloud Stocks Rally on Tuesday After NVIDIA's $500 Billion Pledge. Why TeraWulf, Hut 8, and Galaxy Digital Are Rising

Neocloud Stocks Rally on Tuesday After NVIDIA's $500 Billion Pledge. Why TeraWulf, Hut 8, and Galaxy Digital Are Rising...

TeraWulf Q2 Earnings Call Highlights HPC Execution and Expansion

WULF is scaling HPC leasing with 102 MW operating, a $19 billion Anthropic deal and $1.45 billion liquidity as construction costs pressure near-term profits.

Riot Platforms Soars 17% on $9.1B Anthropic Data Center Deal; AI Infrastructure Peers IREN, Applied Digital, TeraWulf Head Higher

Riot Platforms Soars 17% on $9.1B Anthropic Data Center Deal; AI Infrastructure Peers IREN, Applied Digital, TeraWulf Head Higher...

MARA, CIFR, WULF Stocks Drop As Price Target Cuts Outweigh Bitcoin’s $65K Rebound 

Equity

Bitcoin’s climb to $65,000 failed to lift Bitcoin mining stocks, even as MSTR, CRCL, and other crypto-linked equities moved higher.


DRAM Has Gained About 93% Since Listing — Now Roundhill Expands AI Offerings With Neocloud, Photonics ETFs 

Roundhill Investments has expanded its artificial intelligence ETF lineup with two new targeted funds focusing on GPU-as-a-Service platforms and optical interconnect technologies.

TeraWulf's AI Pivot Gains Momentum, Bernstein Maintains 100% Upside Call

TeraWulf Inc is shifting from Bitcoin mining to AI infrastructure and expects to generate over $1.8 billion in annual revenue. Analysts maintained outperform rating with a 100% upside from current levels.read more...

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TeraWulf Inc.

TeraWulf develops and operates large-scale digital infrastructure designed for AI and high-performance computing workloads. Built on deep expertise in energy markets and grid integration, the company approaches compute infrastructure from the foundation up - securing power, developing scalable sites, and operating with disciplined execution. Led by co-founders Paul Prager and Nazar Khan.

TeraWulf Inc

Extremely Bullish Sentiment

Buying

Holding

Selling or trimming

Watching from the sidelines

AI infrastructure stocks are under pressure this week - what have you been doing?

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	-$0.18	--	--	N/A
Q2 '26	-$0.21	-$1.94	-809.85%	MISSED
Q1 '26	-$0.20	-$1.01	-416.74%	MISSED
Q4 '25	-$0.13	--	--	N/A
Q3 '25	-$0.04	-$1.13	-2489.60%	MISSED

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Latest Earnings Results: Q2 '26

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