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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle shares are trending as investors weigh strong cloud infrastructure growth against concerns over high capital expenditures and a previously disclosed stock-trading plan by Chairman Larry Ellison. The conversation is largely divided between bullish investors who view the recent price drop as a buying opportunity given the company's AI-driven backlog and bears who are concerned about debt levels and potential equity dilution.

Quantum Corp. engages in the manufacture of computer storage devices. It provides solutions for storing and protecting information in physical, virtual, and cloud environments. Its products and services include Myriad All-Flash File and Object, StorNext File System Unified Surveillance Platform, ActiveScale Object Storage, DXi Backup Appliances, Scalar Tape Storage, CatDV Media Asset Management, and Cloud-Based Analytics. The company was founded by Joel N. Harrison and James M. McCoy in 1980 and is headquartered in Centennial, CO.

Quantum Corp

The conversation surrounding QMCO is largely driven by concerns over a significant share overhang from pre-existing institutional investors and anticipated dilution. While some traders view the company's autonomous data management initiatives as a positive catalyst, the dominant sentiment remains skeptical, with many focusing on the disconnect between the stock's valuation and its financial performance.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Traders are intensely debating the stock's recent volatility and downward pressure following earnings, with many viewing the dip as a significant buying opportunity for a company with strong growth potential in AI connectivity. While some investors express frustration over the lack of sustained recovery and recent S&P 500 inclusion speculation that failed to materialize, a large portion of the community remains bullish, citing strong fundamentals and long-term infrastructure demand.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as traders discuss potential catalysts including upcoming medical conferences in Seoul and New York, speculation about government funding for the company's Dunkirk manufacturing facility, and the broader clinical application of its Anktiva treatment. The conversation remains heavily focused on the company's competitive position against established oncology therapies, with many in the community expressing frustration over recent price volatility and sustained short interest.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending following a recent disclosure that CEO Ryan Cohen purchased one million shares on the open market, an action that has fueled speculation among investors regarding potential share buybacks and future corporate strategy. While bullish traders view the insider buying as a significant signal of strength and a potential catalyst for a short squeeze, some remain skeptical, pointing to historical dilution and questioning the company's long-term business trajectory.

ProShares Trust II - ProShares Ultra Bloomberg Crude Oil 2x Shares

ProShares Ultra Bloomberg Crude Oil

UCO is experiencing high volatility as traders react to shifting developments in U.S.-Iran relations, particularly fluctuations in conflict levels and ongoing negotiations regarding shipping access in the Strait of Hormuz. Community sentiment remains polarized, with some traders betting on further supply disruptions and others anticipating a bearish reversal as global oil production ramps up.

Hunter Biden’s Laptop (LAPTOP) is a memecoin referencing the eponymous Hunter Biden laptop sensation that’s been a fixture in global media news cycles for the past six years. LAPTOP is a fungible, freely transferable, non-yield-bearing ERC-20 token on Base. As a memecoin, LAPTOP has no utility, but incorporates two novel distribution mechanics designed to promote long-term community growth: a large community airdrop and an event-based supply mechanism.

Hunter Biden's Laptop

The community is discussing the rapid collapse of the $LAPTOP.X meme coin, with many traders describing the sharp price decline following its launch as a classic "rug pull." While some participants express frustration over significant financial losses, others are debating the speculative nature of politically-themed meme tokens.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Sellas Life Sciences (SLS) shares declined significantly amid community speculation regarding a third-party clinical trial survival model and concerns over a prolonged quiet period. While traders debated the potential for a trial failure versus a delayed event rate signaling therapeutic efficacy, institutional ownership levels remain a focal point of contention among investors.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summit Therapeutics is experiencing significant investor attention following massive open-market stock purchases by Co-CEO Robert Duggan and other insiders, totaling over $50 million. Traders are actively debating the potential for a short squeeze given the elevated short interest and upcoming clinical catalysts, including the November PDUFA date for ivonescimab.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is seeing significant investor attention as traders debate whether the stock's recent decline is a temporary consolidation after a strong earnings report or a sign of deeper weakness. While many investors view the current price level as a buying opportunity for a long-term defensive holding, others are concerned about ongoing regulatory and legal uncertainty.

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Can APLD Turn Power-Advantaged Sites Into an AI Data Center Edge?

Applied Digital is turning power-advantaged sites into AI capacity, with 1.4 GW of contracted critical IT load tied to about $36 billion in lease revenue.

The $900 Billion Data Center Boom Is Just Getting Started

Surging AI and Cloud Demand Are Accelerating a Massive Global Buildout of High-Powered Digital Infrastructure    New York, NY – September 11, 2026 – Market News Updates News Commentary – The data center industry is rapidly advancing, driven by AI, cloud computing, streaming services, cybersecurity, and the escalating volume of data generated daily. This evolution […]
The post The $900 Billion Data Center Boom Is Just Getting Started appeared first on Financial News Media.

BTBT, WULF Stocks Defy Market Sell-Off After Bullish Wall Street Backing On Pivot Away From Bitcoin Mining

Equity

Freedom Capital found a “defensible floor” for WULF around $14 a share, where it traded for four straight sessions last week.


Here Are Tuesday's Top Wall Street Analyst Research Calls: Amgen, Baidu, Best Buy, Circle Internet, Corning, Intel, Lockheed Martin SpaceX, TeraWulf and More

Here Are Tuesday's Top Wall Street Analyst Research Calls: Amgen, Baidu, Best Buy, Circle Internet, Corning, Intel, Lockheed Martin SpaceX, TeraWulf and More...

IREN's Mining Exit Accelerates: Will AI Cloud Offset the Transition?

IREN's Bitcoin mining exit accelerates as AI Cloud scales rapidly, but revenue timing, heavy capital spending and GPU delivery remain key tests.

TeraWulf CEO Paul Prager Sells 137,500 Shares for $2.3 Million

TeraWulf CEO Paul Prager Sells 137,500 Shares for $2.3 Million...

WULF Stock In Focus: William Blair Says TeraWulf’s Pullback Could Offer 'Favorable' Entry Point, Sees 100% Upside 

TeraWulf received a bullish William Blair rating and $31 target as its AI power strategy gains traction.


Zacks Investment Ideas feature highlights: QQQ, NVIDIA, CoreWeave, Nebius, TeraWulf, Cipher and IREN 

QQQ, NVIDIA, CoreWeave, Nebius, TeraWulf, Cipher and IREN have been highlighted in this Investment Ideas article.

Why the Summer Slump is Setting Up Wall Street's Next Rally

Despite the seasonal summer volatility, underlying technical trends, sentiment metrics, and tech fundamentals continue to build a strong foundation for equities. 

IREN to Report Q4 Earnings: Should You Buy, Sell or Hold the Stock?

IREN's AI cloud growth and stronger funding face near-term pressure from falling Bitcoin mining revenues and impairments ahead of fiscal Q4 results.

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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

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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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WULF Earnings

Upcoming Earnings: Q3 '26

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