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Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

A House Select Committee on China report alleging structural ties between Webull and China, including concerns about data handling and customer cash, drove a sharp selloff; Webull disputes the findings as inaccurate. Traders are split between fearing regulatory fallout and lost customer trust and viewing the drop as an overreaction or buying opportunity.

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 quarterly results sharply beat expectations, with traders also highlighting plans to bring more AI data-center capacity online and expand contracted leases. Bulls see accelerating growth and potential short-covering, while bears point to the large GAAP loss, heavy debt and one-time tenant fit-out revenue; the strong report has drawn attention despite a muted, volatile share-price reaction.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemons continued slide to fresh multi-year lows is driving discussion, with traders focused on Michael Burrys reported exit and speculation that he could return after a tax-loss wash-sale period. The community is split between viewing the low valuation, balance sheet and new leadership as a turnaround opportunity, and seeing weak demand, tougher competition and persistent selling pressure as signs of further risk.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

Wolfspeeds conditional Pentagon financing commitment is driving attention, with traders viewing it as support for expanding domestic silicon-carbide and gallium-nitride production and a possible short-squeeze catalyst. Others caution that the financing is not finalized and may add secured debt and warrant-related dilution, while the companys weak financial performance remains a concern.

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

Anticipation of SELLASs Phase 3 REGAL trial milestone and eventual topline results for its GPS AML therapy dominates discussion, with traders focused on the unconfirmed 80th-event threshold and the companys extended quiet period. Bulls interpret the prolonged wait as a possible sign of longer patient survival or acquisition talks, while skeptics question those explanations and want clearer updates; neither interpretation is confirmed.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs strong run has the stock consolidating near a major resistance level, with traders focused on whether it can break higher ahead of its next earnings report. Bulls cite continued AI growth and momentum, while skeptics point to the demanding valuation, repeated rejections and light trading volume.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

INFQ is drawing attention for a prolonged slide that traders attribute to weakness across speculative quantum stocks, high-rate pressure, and a possible overhang from registered shareholders selling shares. The decline has frustrated holders despite positive technology and partnership updates, including the 30-logical-qubit milestone and Honeywell collaboration, while debate continues over whether the selling reflects temporary supply pressure or weaker investor demand.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is under pressure after RBC cut its price target, citing persistently weak residential roofing demand and elevated distributor inventories; the analyst maintained an Outperform rating. Traders are divided between viewing the selloff as an overreaction and buying for the long-term acquisition strategy, and worrying about housing weakness, rates, leverage and integration risks.

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

AMZNs choppy move toward a key resistance level is drawing attention, with bullish traders pointing to call-heavy options activity and a potential breakout while skeptics highlight repeated reversals and selloffs. Separately, discussion of Amazons reported Nvidia-chip sale-leaseback is fueling debate over how the company is financing its AI infrastructure spending.

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.

Morgan Stanley

Morgan Stanley is drawing attention for seeking other banks to share a short-term loan financing Royal Caribbeans acquisition of a stake in Sandals, part of its recent acquisition-financing activity. Traders also point to volatility and weakness across financial stocks, with some viewing the pullback as an opportunity to buy.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Apple Inc.

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NVIDIA Corp

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NTAP Stock Hits Fresh Record High After Evercore Upgrade: New Products Aren’t Needed For ‘Upside’, Says Analyst

Equity

Evercore raised its price target to $300 from $210, implying more than 27% upside from the stock’s record high of over $236.


Marvell CEO Says $30B Custom Chip Target Is ‘Not a Stretch’ – Sees Potential For $1 Trillion Valuation

In an interview with CNBC, CEO Matt Murphy said the custom silicon target would require roughly 13% of a market he expects to reach $235 billion by 2030.


MU Stock Slides For Fourth Day: Taiwan Union Reportedly Secures Strike Authorization Over Bonus Dispute

According to a Reuters report, a total of 1,994 union members backed strike authorization, but no walkout has been announced.


MRVL Stock Drops After Best Session In A Month: TD Cowen Flips Marvell To ‘Buy,’ Sees XPU Risk ‘Largely De-Risked’

TD Cowen upgraded MRVL to ‘Buy’ from ‘Hold’ and raised its price target to $350 from $245, implying more than 20% upside.


 ETFs to Buy as NVIDIA Marches Toward $6 Trillion Market Cap

NVIDIA's march toward $6 trillion highlights four ETFs offering heavy exposure to its AI-fueled growth while providing diversification.

Citi’s Kaiser Says Power Generation Is AI’s ‘Hardest Bottleneck To Fix’

Citi’s Stuart Kaiser told Bloomberg that rising yields and election-related affordability headlines are pressuring utilities, a backdrop he argues keeps AI’s power bottleneck tight.

Nvidia Gets Another AI Demand Signal As Foxconn Sales Hit Record High – Apple Faces Holiday Test

Foxconn said its Cloud and Networking Products business benefited from “strong pull-in momentum for AI products.”


LCRX Stock: Morgan Stanley Raises Price Target, Sees 50% Shipment Growth In 2026

According to TheFly, Morgan Stanley expects Lam Research’s leading logic-share gains to continue as it raises shipment-growth estimates and looks for a solid December quarter.

NVDA Stock Hits Record High After Morgan Stanley Names Nvidia Top Pick, Says AI Trends Play To Its ‘Strengths’

The firm maintained an ‘Overweight’ rating and a $300 price target on Nvidia.


Micron CEO Says ‘We Cannot Fulfill The Demand’ As Supply Tightness Extends Through 2028

In an interview with CNBC, Mehrotra said some customer supply agreements now extend into 2031, giving Micron greater visibility into future demand and manufacturing needs.


Select Sector SPDR Trust (The) - State Street Technology Select Sector SPDR ETF

Neutral Sentiment

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.

XLK Technology Select Sector SPDR Fund