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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Reports that SpaceX is seeking financing for Nvidia chips have become the main focus, with traders split over whether the AI infrastructure investment supports future growth or adds debt and execution risk. Concerns about an upcoming share unlock and profit-taking after a sharp run are adding to near-term bearish sentiment, while some bulls view the spending as a growth investment.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals agreement for access to up to 1 GW of potential power capacity in Finland, its first international data-center opportunity, is drawing attention alongside an upcoming quarterly report. Traders see expansion potential but debate whether the site can attract hyperscale tenants and translate into execution, with some frustrated that the announcement has produced a muted share-price response.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists shares are drawing attention after Micron agreed to a five-year patent license and settlement that resolves the companies pending legal disputes, prompting a sharp gain. Traders broadly welcome the recurring licensing revenue, while some question the deals terms and debate whether a renewal with SK Hynix could follow; that outcome remains speculative.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Traders are focused on reports that SpaceX is seeking debt financing to buy Nvidia AI chips, viewing the potential purchases as support for AI demand. Reactions are mixed: some see the news as bullish for Nvidia, while others say it is already priced in and are wary of profit-taking after the stocks record-high breakout.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is drawing attention amid a steep, persistent share-price decline and fresh-low fears, with traders citing concerns about slowing growth, weaker engagement, content quality and intensifying streaming competition, alongside negative analyst commentary ahead of earnings. Some see the selloff as an opportunity and look for a technical bottom, while others expect further downside until growth concerns ease.

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 Digital shares sold off amid reports that Toshiba plans to expand hard-drive capacity for AI data centers, raising concerns about future competition and pressure on HDD pricing and margins. Traders are divided: some see a lasting threat to WDCs pricing power, while others call the reaction excessive because the expansion will take time and AI-driven storage demand remains strong.

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

Seagates reported bid for TDKs HDD magnetic-head business is adding uncertainty about deal cost and supply-chain competition, while traders are also weighing Toshibas planned HDD capacity expansion and the risk to the industrys scarcity-driven pricing power. The sharp selloff has prompted dip-buying and calls that the concerns are overblown, alongside caution about increased competition and valuation.

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.

Penguin Solutions is drawing attention after a stronger-than-expected fiscal Q4 report and upbeat FY27 guidance, with management citing accelerating AI infrastructure and data-center demand. Bulls view the results as support for a higher valuation, while others expect profit-taking and point to the stocks volatile trading and short interest.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas announced plan to acquire Digital Audience is drawing attention as traders view it as an expansion of the companys data cloud and digital reach. The reaction is broadly optimistic, though some expect profit-taking or a sell the news pullback amid the rally; discussion also reflects enthusiasm about Zetas AI-driven marketing growth and upcoming company announcements.

Constellation Brands, Inc. engages in the production, marketing, and distribution of beer, wine, and spirits. It operates through the following segments: Beer, Wine and Spirits, Corporate Operations and Other, and Canopy. The Beer segment includes imported and craft beer brands. The Wine and Spirits segment sells wine brands across all categories-table wine, sparkling wine, and dessert wine-and across all price points. The Corporate Operations and Other segment refers to the costs of executive management, corporate development, corporate finance, human resources, internal audit, investor relations, legal, public relations, and information technology. The Canopy segment consists of canopy equity method Investments. The company was founded by Marvin Sands in 1945 and is headquartered in Rochester, NY.

Constellation Brands Inc - Ordinary Shares - Class A

Constellation Brands Inc

Constellations quarterly earnings and sales beat expectations, but shares came under pressure as the company left its comparable full-year outlook unchanged while Modelo and Corona sales volumes weakened and beer margins narrowed. Traders are split between viewing the selloff as a value opportunity and seeing continued alcohol-demand softness as a structural headwind.

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Berkshire Hathaway Completes Leadership Transition — Warren Buffett Becomes Chairman Emeritus, Son Howard Takes Board Chair 

Equity

The board change formalizes Berkshire Hathaway’s post-Buffett structure, separating Greg Abel’s operating leadership from Howard Buffett’s role safeguarding its culture.

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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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