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Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas launch of Regna AI, a defense-focused sovereign-AI venture powered by Palantir, is driving attention, with bulls viewing it as an expansion beyond drone hardware into AI and software. Others question its near-term financial impact and point to weak price action, dilution concerns, and short-selling pressure despite the announcement.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Reports that OpenAI is using Nvidia GPUs rather than Cerebras hardware for a model feature have put Cerebrass relationship with a major customer under scrutiny and fueled a sharp selloff. Traders debate whether the report signals a meaningful shift or is overblown, while an approaching insider-share unlock adds to concerns about potential selling pressure.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps recent rally and technical breakout, accompanied by unusually heavy call buying and reports of a large options trade, are driving attention; traders are speculating about further momentum or a short squeeze ahead of earnings. Bulls are celebrating the move, while skeptics warn that past rallies have faded and question the companys outlook and management.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

A bearish analyst downgrade is drawing attention amid SoFis prolonged share-price slide toward its 52-week lows, with traders also watching upcoming earnings and guidance. Bulls point to continued business growth and blame short-selling or analyst timing, while bears cite high rates, valuation and credit risks, and dilution concerns.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

Traders are focused on a reported burst of JasmyChain transactions, including activity using JASMY for gas, which bullish holders see as evidence of growing network use; skeptics question whether it signals meaningful adoption. Exchange delisting and trading-pair removal concerns, alongside JASMYs weak price performance, remain a bearish counterpoint.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

A report identifying Anthropic as the likely customer behind IRENs previously disclosed multiyear AI-cloud contract is driving attention, though neither company has confirmed the deal or disclosed its terms. Traders are split between viewing the report as validation of IRENs AI-infrastructure pivot and seeing limited upside without confirmation or evidence of incremental business; the initial rally faded amid broader pressure on data-center stocks.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cats AUSA launch of its unified Red Cat Aerial division and TRICHON drone is drawing attention, but many traders view it as product and branding news without concrete sales or purchase orders. The community is broadly frustrated by the share-price decline and managements lack of disclosed contract wins, while some bulls continue to cite longer-term defense-market potential.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is rallying toward record highs, with traders linking renewed interest to its Meta Muse/Shop Pay integration and broader optimism about AI-driven, agentic commerce. Bulls are celebrating the breakout and persistent dip-buying, while others call the move overextended and expect resistance or profit-taking.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is drawing attention amid a steep, sustained selloff, with traders focused on potential share dilution and resale-registration overhang, alongside weakness across rare-earth stocks. Some investors blame short selling, while bulls argue the companys U.S. supply-chain role and government backing support the longer-term case.

Core Scientific, Inc. engages in the business of operating a purpose-built facility for digital asset mining and provision of blockchain infrastructure, software solutions, and services. It operates under the Mining and Hosting segments. The Mining segment focuses on bitcoin mining for the company's own account. The Hosting segment includes blockchain infrastructure and third-party hosting business. The company was founded by Michael Jeffrey Levitt and Darin Feinstein on December 13, 2017 and is headquartered in Dover, DE.

Core Scientific Inc - Ordinary Shares - New

Core Scientific Inc

CORZ is drawing attention amid broad selling across Bitcoin-miner and AI-data-center stocks, which traders attribute to macro pressure, higher rates and concerns about AI demand. Bulls view the pullback as sector-driven and point to its AI/HPC contracts and infrastructure pivot, while bearish traders remain wary of execution and the weak price action.

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Broadcom Reportedly Lines Up $60B AI Chip Financing As Anthropic Expands Compute

Equity

According to Bloomberg, banks are preparing a syndication for a $42 billion senior-secured tranche as Broadcom seeks financing to help Anthropic and other AI companies access chips and infrastructure.

BofA Sees Global Chip Market Nearly Doubling: Semiconductor ETFs to Buy

BofA expects the global semiconductor market to nearly double by 2030. Here are a few semiconductor ETFs to consider.

US Semiconductor Market Seen Nearly Doubling By 2030, BofA Says – Memory And AI To Drive The Next Leg: Report

Bank of America materially raised its semiconductor equipment outlook as stronger memory demand and server investment reshape the industry’s capital-spending cycle, according to Investing.com.


Top Semiconductor ETFs That Investors May Buy in September

Semiconductor ETFs are riding AI-driven demand and rising chip investment, with four funds offering diversified exposure to the industry's next growth phase.

ETFs to Buy as Broadcom Slides Despite Better-Than-Expected Q3 Earnings

Broadcom's AI revenues are surging, but softer guidance has weighed on shares, highlighting ETFs that offer diversified exposure to its growth.

A Guide to Semiconductor ETFs

AI infrastructure spending, soaring memory demand and strong chip sales are fueling semiconductor growth, putting these ETFs in focus.

Worried About Broadcom's Debt? Bet on These Semiconductor ETFs Instead

Broadcom's massive debt plan raises balance-sheet concerns, but semiconductor ETFs offer diversified exposure to its AI growth opportunity.

ETFs to Buy as AMD Shares Sink 7% Despite Q2 Earnings Beat

AMD slides after beating Q2 estimates, but strong AI and data center growth outlooks may steer investors toward ETFs with meaningful exposure to this chipmaker.

Nasdaq, S&P 500 Futures Rise As Chip Rally Counters Iran Jitters Ahead Of Big Tech Earnings: Why IREN, ACHR, TSLA, BA Stocks Are Drawing Focus

Chip stocks staged a comeback on Monday, gaining at the close after a sharp selloff last week. 

A Key Semiconductor Index Has Reportedly Triggered A Bearish Technical Sign – BTIG Sees A Potential 17% Decline

According to a CNBC article, BTIG noted that the SOX posted moves of at least 3% on 15 occasions over the past 30 trading sessions, suggesting increased volatility that could lead to sharp drawdowns.

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